This report is intended as a guide for local comprehensive integrated school-linked services sites and software vendors in developing and implementing case management information systems for the exchange and management of client data. The report is also intended to influence new development and future revisions of data systems, databases, and reporting requirements of related state agencies and programs. As a first report of the California Interagency Data Collaboration, it addresses the objectives of reducing the data collection burden for case managers and facilitating the local use of data by developing standards for data translation in sharing, functional specifications, and confidentiality and the protection of privacy. These standards are itemized. One table and one figure illustrate the discussion. Appendixes list the race and ethnicity codes and federal and state statutes and regulations about confidentiality. (SLD)