HomeMy WebLinkAbout12-17-2019 ATTY Records Destruction - correspondence and miscMEMORANDUM
DATE 12/17/2019
TO: J. Christine Dietrick
Charles E. Bell, Jr.
FROM: Sheryl Fox- Legal Assistant
SUBJECT: REQUEST FOR RECORDS DESTRUCTION
RECEIVED
JAN 2 3 2020
LL E-�; f� E R K
On April 24, 2001, the City Council adopted Resolution No. 9174 establishing a Records Retention
Policy and Schedule. In accordance with that policy and schedule, certain records have been
identified as eligible for destruction. A listing of those records and relevant sections from the
records retention schedule are attached.
Public Records Requests, Internal Communications, External Correspondence, Administrative
Citation Appeals, Administrative Citations, Subpoenas, Special Event Permit Application. All
records exceed the records retention requirements and as such are being prepared for destruction.
A detailed list is attached. The method of destruction will be shredding.
)el w indi ating your approval for the destruction of the attached listing of records.
C;j,
Head City Attorney ?7
CERTIFICATE OF DESTRUCTION
I, Sheryl Fox do hereby certify that the records listed on the attached were properly disposed of
Origin: C ty Clerk's Office
Copy: City Attorney Department
Attachments:
1. List of records to be destroyed
2. Relevant sections of the records retention schedule
Code Sec.
Correspondence
To
From
Date
Ret.
Destroy
Utilities
External
GC34090
101
Jonathan Lowell
Ron Munds
10/26/2006
2 Years
2008
GC34090
101
California City Attys.
Dan Hentschke
11/5/2003
2 Years
2005
GC34090
101
Ruthann Ziegler
California City Attys.
11/4/2003
2 Years
2004
GC34090
101
Bill Statler
Utility Customer
8/20/1999
2 Years
2001
GC34090
101
Gil Trujilio
Jodi Polk
3/22/2004
2 Years
2006
GC34090
101
Marie Rowland
Jeff Jorgensen
2/15/1990
2 Years
1992
GC34090
101
Allen Short
Richard Bucich
12/20/1989
2 Years
1991
GC34090
101
Marlane Bangert
William Statler
10/12/1988
2 Years
1990
GC34090
101
Richard Rossi
Jonathon Lowell
10/23/2006
2 Years
2008
GC34090
101
City Council
Richard Bucich
10/19/1991
2 Years
1993
GC34090
101
Water Dept.
Wickson Woolpert
3/22/1990
2 Years
1992
GC34090
101
Linda Asprion
Ann Hale
6/7/1994
2 Years
1996
GC34090
101
Richard Rossi
Ron Munds
10/4/2006
2 Years
2008
GC34090
101
Richard Rossi
Ron Munds
9/27/2006
2 Years
2008
GC34090
101
Richard Rossi
Ron Munds
8/24/2006
2 Years
2008
GC34090
101
Jonathan Lowell
Richard Rossi
10/31/2006
2 Years
2008
GC34090
101
Richard Rossi
Jonathon Lowell
9/29/2006
2 Years
2008
Internal
GC34090
101
City Council
K.Hampian, B.Statler
9/27/2006
2 Years
2008
GC34090
101
City Council
John Dunn
1/31/1992
2 Years
1994
Correspondence
Fire
External
GC34090
101
Robert Neuman
Rory Livingston
2/20/1996
2 Years
1998
Internal
GC34090
101
Dan Wunsch
Bob Neuman
10/9/1992
2 Years
1994
GC34090
101
John Dunn
Robert Neuman
9/25/1992
2 Years
1994
GC34090
101
.Joseph Hinsberg
Ken Hampian
10/20/1994
2 Years
1996
GC34090
101
Spencer Meyer
Bob Neuman
12/22/1992
2 Years
1994
GC34090
101
Bernie Ries
Bob Neuman
5/22/1996
2 Years
1998
GC34090
101
Bob Neuman
Jeff Jorgensen
3/5/1998
2 Years
2000
Correspondence
Public Works
External
GC34090
101
Gwen Theis
Jeff Jorgensen
8/14/1995
2 Years
1997
GC34090
101
Gerald Kenny
Stanley Bell
5/10/1995
2 Years
1997
Internal
GC34090
101
Jeff Jorgensen
Ron Wisenand
4/9/1993
2 Years
1995
GC34090
101
Patrick Ledesma
Jeff Jorgensen
6/26/1995
2 Years
1997
GC34090
101
Bill Statler
Jeff Jorgensen
9/22/1998
2 Years
2000
GC34090
101
Ron Wisenand
Jeff Jorgensen
6/4/1993
2 Years
1995
GC34090
101
Ron Wisenand
Bill Statler
4/8/1994
2 Years 1
1996
GC34090
101
Jeff Jorgensen
Terry Sanville
1/21/1994
2 Years
1996
GC34090
101
Linda Asprion
Jeff Jorgensen
8/14/1996
2 Years
1998
GC34090
101
Ron Wisenand
Jeff Jorgensen
10/8/1990
2 Years
1992
GC34090
101
Bill Statler
John Dunn
1/30/1992
2 Years
1994
GC34090
101
Jeff Jorgensen
Linda Asprion
11/6/1992
2 Years
1994
Public Assembly
Permit
GC34090
801
Page Dougherty
Kim Bruening
2/27/1997
CL+4
1999
GC34090
801
Parks and Rec.
George Hylak
6/14/2010
CL+4
2012
Correspondence
Business License
External
GC34090
101
Traci Kawaguchi
Endre Vargha
5/28/2008
2 Years
2010
GC34090
101
Melvin Motte
Bernie Ries
3/25/1997
2 Years
1999
GC34090
101
Melvin Motte
Jeff Jorgensen
5/27/1997
2 Years
1999
GC34090
101
Jeff Jorgensen
Flicka Dukes
1/26/1998
2 years
2000
GC34090
101
Linda McDonald
Leonard R Mistein
1/22/1998
2 Years
2000
GC34090
101
Finance
Gayle Peron
12/13/1996
2 Years
1998
GC34090
101
Finance
Roger Lyon
7/30/1996
2 Years
1999
GC34090
101
Jeff Jorgensen
Melvin Motte
2/6/1997
2 Years
1999
GC34090
101
John Dunn
Lynn Block
8/8/1991
2 Years
1993
GC34090
101
John White
Carolyn Dominquez
2/21/2005
2 Years
2007
GC34090
101
County Counsel
Paula Higashi
1/1/1985
2 Years
1987
GC34090
101
Bernie Reis
Bob Illman
4/18/1990
2 Years
1992
GC34090
101
Bart Topham
Roger Picquet
1/12/1987
2 Years
1989
GC34090
101
Linda Asprion
Roxanne Carr
11/19/1992
2 Years
1994
GC34090
101
Jeff Jorgensen
Alison Lloyd
12/11/1991
2 Years
1993
GC34090
101
Ron Dunn
Michael Maino
2/27/1992
2 Years
1994
GC34090
101
Mark Conard
Linda Asprion
8/12/1993
2 Years
1995
GC34090
101
Linda Asprion
Terence Schubert
10/8/1993
2 Years
1995
GC34090
101
Bernie Reis
Roger Picquet
8/2/1985
2 Years
1987
GC34090
101
Terence Schubert
Linda Asprion
9/28/1993
2 Years
1995
GC34090
101
Mayors
Daniel McCarthy
2/23/1998
2 Years
2000
GC34090
101
Cindy Clemins
Linda Asprion
11/19/1992
2 Years
1994
GC34090
101
Sterling Ball
John Dunn
8/5/1998
2 Years
2000
GC34090
101
Russ Jorgensen
Linda Asprion
3/24/1993
2 Years
1995
GC34090
101
John Dunn
Linda Asprion
3/15/1993
2 Years
1995
GC34090
101
Graceland College
IRS
9/7/1998
2 Years
2000
GC34090
101
Linda Asprion
Cindy Clemens
8/9/1993
2 Years
1995
GC34090
101
Michael Hedgecock
Linda Asprion
1/29/1996
2 Years
1998
GC34090
101
James Dorsi
Linda Asprion
10/26/1995
2 Years
1997
GC34090
101
Darrell Ross
Cindy Clemens
10/27/1995
2 Years
1997
GC34090
101
Michael Orians
Jeff Jorgensen
11/9/1995
2 Years
1997
GC34090
101
Pat Crawford
Jeff Jorgensen
11/13/1995
2 Years
1997
GC34090
101
Bill Wisdom
Cindy Clemens
10/24/1995
2 Years
1997
GC34090
101
Steven Hawson
Jeff Jorgensen
11/30/1995
2 Years
1997
GC34090
101
Jonathan Lowell
Matthew Kennedy
10/6/2003
2 Years
2005
GC34090
101
Robert Furhman
Bernie Ries
5/11/1995
2 Years
1997
GC34090
101
Cindy Clemins
Peter Hubbard
5/5/1994
2 Years
1996
GC34090
101
Steven Alley
Jeff Jorgensen
3/24/1994
2 Years
1996
GC34090
101
Gil Trujillo
Barbara Watson
12/5/1998
2 Years
2000
GC34090
101
Art Devos
Jeff Jorgensen
4/18/1997
2 Years
1999
GC34090
101
Aquascape
City of SLO
6/30/1996
2 Years
1998
GC34090
101
Cindy Clemens
David Bent
2/26/1997
2 Years
1999
GC34090
101
Jeff Jorgensen
Betty Combs
9/8/1995
2 Years
1997
GC34090
101
Cindy Clemens
Connie Framberger
9/14/1995
2 Years
1997
GC34090
101
Cuesta Equipment
City of SLO
6/11/2003
2 Years
2005
Internal
GC34090
101
CDD/Finance
City Attorney
2/14/1984
2 years
1986
GC34090
101
Jim Gardiner
Gil Trujillo
3/29/1999
2 Years
2001
GC34090
101
Linda Asprion
Gil Trujillo
1/12/1999
2 Years
2001
GC34090
101
.Jeff Jorgensen
Linda Asprion
6/1/1996
2 Years
1998
GC34090
101
.Jim Gardiner
Cindy Clemens
3/23/1994
2 Years
1996
GC34090
101
.Jim Gardiner
Cindy Clemens
4/26/1994
2 Years
1996
GC34090
101
Shawn White
Sharon Woodward
3/22/1995
2 Years
1997
GC34090
101
Shawn White
Sharon Woodward
3/16/1995
2 Years
1997
GC34090
101
.Jim Gardiner
Cindy Clemens
3/15/1995
2 Years
1997
GC34090
101
.Jonathan Lowell
Jodi Polk
9/25/2003
2 Years
2005
GC34090
101
Dave Wissler
Jonathan Lowell
9/29/2003
2 Years
2005
GC34090
101
Gil Trujillo
Linda Asprion
3/29/1999
2 Years
2001
GC34090
101
Gil Trujillo
Jodi Polk
11/6/2003
2 Years
2005
GC34090
101
Chief Gardiner
Cindy Clemens
2/17/1998
2 Years
2000
GC34090
101
Cindy Clemens
Linda Asprion
2/17/1998
2 Years
2000
GC34090
101
Chief Gardiner
Jeff Jorgensen
1/30/1997
2 Years
1999
GC34090
101
Jeff Jorgensen
Mary Hamblen
2/19/1991
2 Years
1993
GC34090
101
Finance
Roger Picquet
9/30/1988
2 Years
1990
GC34090
101
Finance
Roger Picquet
9/30/1988
2 Years
1990
GC34090
101
Bill Statler
Jeff Jorgensen
2/13/1990
2 Years
1992
GC34090
101
Toby Ross
Roger Picquet
3/6/1989
2 Years
1991
GC34090
101
Jeff Jorgensen
Bernie Ries
6/28/1995
2 Years
1997
GC34090
101
Jeff Jorgensen
Gregory Zocher
5/1/1991
2 Years
1993
GC34090
101
CDD
City Attorney
2/14/1984
2 Years
1986
GC34090
101
Betty Combs
Jeff Jorgensen
9/13/1995
2 Years
1997
GC34090
101
Jeff Jorgensen
Linda Asprion
8/6/1996
2 Years
1998
GC34090
101
Linda Asprion
Jeff Jorgensen
2/12/1997
2 Years
1999
GC34090
101
City Council
Jeff Jorgensen
2/4/1997
2 Years
1999
GC34090
101
Jim Gardiner
Roger Picquet
11/9/1988
2 Years
1990
GC34090
101
Finance
Roger Picquet
9/30/1988
2 Years
1990
GC34090
101
Finance
Roger Picquet
9/17/1985
2 Years
1987
Admin. Citations
GC34090
201
Jay Thomas Wells
6/15/1994
CU+S 1
1996
GC34090
201
Ronald Lee Woodall
7/14/1994
CU+S
1996
GC34090
201
Dianne Dyer
2/4/1995
CU+S
1997
GC34090
201
David Wayne Braun
4/22/1996
CU+S
1998
GC34090
201
John Matthew Pryor
2/1/1996
CU+S
1998
GC34090
201
John Michael Adams
2/29/1996
CU+S
1998
GC34090
201
Donald Yeackle
2/29/1996
CU+S
1998
GC34090
201
Wayne Clarke Wilkes
9/9/1999
CU+S
2001
GC34090
201
Robert Fuhrman
5/23/1994
CU+S
1996
GC34090
201
Jay Thomas Wells
4/3/1995
CU+S
1997
GC34090
201
Roger Mark Freberg
9/5/1995
CU+S
1997
GC34090
201
Don Allen Wolley
4/3/1995
CU+S
1997
GC34090
201
William Charles Moser
5/4/1995
CU+S
1997
GC34090
201
Mark Kenneth Gorbahn
1/23/1996
CU+S
1998
Pub. Rec. Request
GC34090
104
Detective Shumway
Roger Picquet
11/12/1987
2 Years
1989
GC34090
104
SLO Fire Dept.
Logan Carlisle
11/4/2004
2 Years
2006
Subpoena
GC34090
704
Diana Schmiett
Kemper Ins. Co.
3/1/2004
2 Years
2006
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE
RECORD TITLE TOTAL
OFFICE RESPONSIBLE I _ CODE SECTION
FOR RETENTION AND I REMARKS
DISPOSITION OF RECORD _
Clerk iGC81009(b) _
_ _ Clerk GC81009(b)
Clerk GC81 E
Clerk IGC34090
Clerk IGC34090
RETENTION
_ PERIOD
PERIOD
_
Successfu! Candidates
Unsuccessful Candidates E+5
Other T+71
Election =TesDondence� _ E+21
Eldctlon documents: expense .jmx_ofs,night logs E+21
Election history P
Clerk
Clerk
Clerk
Clerk
_
IGC34090 j
i5 g090
EC17200/EC17400 Confidential
IGC34090
iEC17100
Election notices, publications, certificates E+2
Initiative, Referendum, Charter Amendments, Recall Petitions
After Certification of
results + 8 months
Munlicipdl Election FileelSamP1e.8allots
P
Nomination Papers:
Successful Candidates
P
Clerk -
Unsuccessful Candidates
E+5
Clerk
EC17100
Precinct Board Appointments - appointment of precinct oficials I E+6 mos.
I
Precinct hand [ally, —Cop —,-Es of index, challenge list, assisted voter list E+6 mos.
Clerk
EC17503(b)
EC17304 CortSdential
EC17300 a _ if no Iegal actions
Clerk
Roster of volers, 0ri inal indices (precinct board) E+5i
Clerk
703
CITYATTORNEY
Administrative Files CU+5
Civil Litigation CL+10
Civil Litigation regarding Property (including settlement and releases) P
C' Attamey IGC34090
Gital_AttomeY b GC34090
City Attorney GC34090(a)
Criminal Cases i tnq o court CL+5
Criminal Citations CL+2
Legislative Files GU+21
GENERAL LEGAL
Agreements/Contracts (consultants, purchase agreements, and others CU+5AE
not shaum elsewhere in the retention schedule)
Claims/Subpeom jp9s _ R _ i 2
Donor and Donation regiments P
City Attornev !GC34ONb)
Citv Attornev G 090
City Attorney GC34090
Various CCP337
704
Clerk
GC34090
Clerk
GC34090
Ethics Training Certificates
CL + 5
Clerk
GC34090
Housing Agreements (Includes recorded and other related
aareementsl
P
Clerk
GC34090(a)
Joint Powers Authorities
CL + 10
Clerk
GC34090
Lease Agreements of Real Property (Iongd". i.e., more than five
CL + 51
Clerk
GC34090
Liens
P I
Clerk
GC34090(a)
Public Art Agreements
P I
Clerk
GC34090
Recorded Documents (Abandonments, Deeds, Easements,
P I
Clerk
GC34090
Williamson Act Contracts
P I
Clerk
GC34090(a) '
LOfiCAPITAL9MRROVEMENTBOAR
D
CIB eemenWContracts
P I
Clerk
• ---- - - -.... ..:--- ••
CCP337
CIB Establishment/Bylaws
P
Clerk GC34090(e)
CIB Resolutions/Ordinances
IF
Clerk GC34090(e)
General Correspondence
2
Finance GC34090
Minutes
P
Clerk GC34090(e_)
I _
707 STATEMENTS OF ECONOMIC INTEREST
General Coffespondence 2 _ Clerk IGC34090
Statements of Economic Interest (87200 Filers) T+7I Clerk I GC81009(e) & CCAC Guidelines
Statements of Economic Interest (City Code Filers) 7
GC81009(e)
AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=Terminated
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE
RECORD TITLE T TOTAL
RETENTION
PERIOD
I OFFICE RESPONSIBLE
I CODE SECTION
FOR RETENTION AND
REMARKS
DISPOSITION OF RECORD
I
_ _ _
COPIES or DUPLICATES of documents for which a department is not DIRI
the office of record
Duplicates and copies distributed to various departments for informational purposes
may be destroyed by the departments when they are no longer useful for reference.
No nest for Records Destruction" form is required.
—
ELECTRONIC DOCUMENTS
— —
Electronic copies of paper rgoords should be kept no longer than the retention
period specified in this schedule. If electronic documents are also in a paper format,
both must be destpoyed at the same time.
100
101
_
i
GENERAL ADMINISTRATION
OFFICE GENERAL MANAGEMENT
Manager {CMJReep_Q _ 5
Various
GC34090
City -Generated Informational Brochures, Publications. Newsletters
C' wide Policies and Procedures
Canes Extemat _
Correspondence - Intemai (excluding CM Reports - see above)
Departmental Policies/Procedures u
P
Various i
GC34090 Keep one for historical purpOWS v
P
Various
GC34090 Keg one for historical purposes
2
Various
GC34090
GC34090
2
Various
S+51
Various
GC34090
Generallnformation
2
Various
IGC34090
In -House Committees
CLl+5
2
Various
Various
GC34090 May be kept for research/historic purpoms
GC34040
GC34090
_
Staff Meeting Notes
OFFICE REFERENCE
Annual Departmental Ile _rts
102
5! Various
Certificates of Life
5: Clerk
GC34090 _
Chronological Files
2!
Various
13C34090
Community Organizations
5'
Various
GC34090
Complaints
2
Various
GC34090
General Information _
21
Various
_
GC34090
Positive Feedback (How are we doinq? forms) 1721
Various
GC34090
Professional Associations
2
Various
GC34090
Publications Qmrnals, pencdicals
D/R
Various
Not a is record. No "Request for Records Destruction" form is mg uired.
--103 FORMS MANAGEMENT
Blank Forms Si ~ Various No "Request for Records Destruction' form is required.
I
104 RECORDS MANAGEMENT
Certificates of Destruction I P1 Clerk IGG34090 Leol record of final dispmffion of document.
Public Records Requests 21
Various IGC34090
Clerk CCP 343
Records Retention Schedule S+51
204
201
I
CONMIY1tl1HITY DEVELOPMENT
CITY PLANNING
Address Files P
i
Planning JGC340A0 a
Planning GC34090a
Building GC34090(a) Microfilm after 5 yem
Business Tax Certificates
P
Code Enforcement Files
P
Construction Files
P
Building JGC34090(a)
Microfilm immediately after final inspection
Construction Permits (numeric)
P
Buildi _ _
GC34090 a}��IeM(cro£�Irn one on
E ar after final ins
Home Occupation Permits I
P
Planning
.
GC34090(a)
Inspection Cards
P
Building__ 1GC34090
a Microfilm and retain on 'nal cards
Notices of Address Change
P
Planning_ I
GC34090(a)
Notices of Determination
P
Plannl 1GC34090
a
Notices of Exemotion
P
Planninq I
GC34090(a) Microfilm
AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=Terminated
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE
RECORD TITLE i TOTAL OFFICE RESPONSIBLE I CODE SECTION
RETENTION FOR RETENTION AND REMARKS
I PERIOD DISPOSITION OF RECORD
709 PUBLIC INFORMATION/COMMUNITY RELATIONS
Consumer Price Index (CPt) CU+21 Various GC34090
_
General Correspondence 21 Various GC34090
_
Press Releases CU+21 Various GC34090
800 PUBLIC WORKS
801 ENGINEERING
Contractor Bids (not awarded) CL+21 Public Works GC34090 Exception: Federally funded: 3 year retention period or as required by the
_ ;funding authority.
____
_ Encroachment Permits CL+4( Public Works 'GC34090
_
Enqlneeri Standards T P Public Works GC34090(a)
General Conresponderice
2
Public Works
GC34090
Job Files: Certified payroll; pay estimates; original bid documents; legal
ads; preliminary notices/liens; engineers daily logs or inspector's
CL+2
Public Works
GC34090 Federally funded or as req'd by the federal authority
diaries; DAS13 _
Job Files:Org. specials w/autocad drawings, photos/video tapes for
P
Public Works
GC34090
historic value; agrmnts; CMR/CAR; change orders; env docs; final pay
est. w/attach; notice completion; haz waste manifests/transp dots; ins
certs; perform bonds; proposals; spec reports (haz mat, bio, soils),
submtls (matls, draw), warranty, as -built daily logs or inspectors'
diaries; bids/plans/specs
i
Final Tracts and Minor Subdivisions (includes subdivision
P Public Works
GC34090(a) Film after minimum of 10 years'. See Community Development for
improvement agrees; development agrees; in -lieu agrees)
Final maps
802 STREET ADDRESS FILES
I
- —
General Information
2I Public Works
GC34090
Street Files
10
Public Works GC34090
803 MASS TRANSPORTATION -
General Information
51 Public Works IGC34090
CU+101 Public Works IGC34090
Local-SLO Municipal Bus Svstem
Reqional Elderly/Handicap ed Transit
I CU+21
Public Works
IGC34090
Taxicabs
I CU+51
Public Works
IGC34090
IGC34090
Transportation Permits
I CU+21
Public Works
Unmet Transit Needs
CU+101
Public Works
IGC34090
A"
PARKING
I
Downtown Parking Study
P
Put9ic Works
GC34090
General Information
21
Public Works
GC34090
Parking Appeals
CU+2
Public Works
GC34090
GC34090 _
GC34090
Parking Citations
CU+2
Public Works
PaOLN Meters
CU+S
Public Works
ParkiM Policies
CU+5
Public Works
GC34090
GC34090
l
Ridesharing/Car Pool Program
CU+5
Public Works
8W
DISTRICTS
I
Assessment Districts
CL+10
Public Works/Clerk
-
GC34090 Note: oq final documentation in City Clerk's Office
Benefit Districts
CL+10
Public Works/Clerk GC34090 Note: original documentation in City Clerk's Office
General Information
2
Public Works GC34090
Geologic Hazard Abatement Districts
CL+10
Public Works GC34090
Residential Parking Districts
CL+10
Public Works GC34090
Underground Utilities
CL_+10
Public Works GC34090
I
I
AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=Terminated
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE
RECORD TITLE
TOTAL OFFICE RESPONSIBLE CODE SECTION
RETENTION FOR RETENTION AND REMARKS
_
PERIOD
DISPOSITION OF RECORD_
Duplicates and copies distributed to various departments for informational purposes
may be destroyed by the departments when they are no longer useful for reference.
No *Request for Records Destruction" form is required.
COPIES or DUPLICATES of documents for which a department is not
the office of record
D/R,
ELECTRONIC DOCUMENTS
100 GENERAL ADMINISTRATION
101 OFFICE GENERAL MANAGEMENT _
City Manager (CM) Reports
Electronic copies of paper records should be kept no longer than the retention
period specified in this schedule. If electronic documents are also in a paper format,
both must be destroyed at the same time.
51
=
Various I GC34090
Citv-Generated Informational Brochures. Publications, Newsletters
P
I Various GC34090 Keep one for historical purposes
City-wide Policies and Procedures
P':
_
Various GC34090 Keep one for historical purposes
Correspondence - External
2
Various GC34090
Correspondence - Internal (excluding CM Reports - see above)
2
Various GC34090
Departmental Policies/Procedures
S+5
Various IGC34090
General Information
2
Various
IGC34090
In -House Committees
CU+5
Various
IGC34090 May be ke t for research/historic purposes
Staff Meeting Notes
2
Various IGC34040
102
1
OFFICE REFERENCE
Annual Departmental Rsporta
51
1 !
Various JdC34090
Certificates of Life
51
_ Clerk
IGC34090
GC34090 _
IGC34090
Chronological Files
_
21
Various
Community Orqanizations
5
Various
Complaints
21
Various
IGC34090
General Information
21
_
Various _ GC34090
Various GC34090
Various GC34090 _
Various Not a eublic record. No "Request for Records Destruction" form is required.
Positive Feedback (How are we doing? forms)
2
Professional Associations
2
Publications (journals. periodicals)
D/R
ID3 FORMS MANAGEMENT
Blank Forms S Various No "Request for Records Destruction' form is required.
I I
104 RECORDS MANAGEMENT
Certificates of Destruction Pj Clerk GC34090 Legal record of fmal disposition of document.
Public Records Requests 21 Various ,GC34090
Records Retention Schedule S+51 Clerk ICCP 343
200
201
COMMUNITY DEVELOPMENT ..
CITY PLANNING
Address Files P' Plannina GC34090(a)
Business Tax Certificates P Planning GC34090(a)
Code Enforcement Files _ I P Building- GC34090(a) Microfilm after $ years
Construction Files i P Building GC34090(a) Microfilm immediately after final inspection
Construction Permits (numeric) �� P Buildinq CZC aji Microfilm oneyear after final inspection
Home Occupation Permits P Planninq GC34090(a)
Inspection Cards P Building GC34090(a) Microfilm and retain on inal cards
Notices of Address Chanqe P Planning GC34090(a
Notices of Determination P Planning GC34090(a)
Notices of Exemption PPlanning GC3409 a Microfilm
_
AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=Terminated