HomeMy WebLinkAbout07-12-2021 Finance Destruction-variousr : , ; Li .�, Finance Department
990 Palm Street, San Luis Obispo, CA 93401-3218
` ' ! 805 781 7130
MEMORANDUM
DATE: 3/31/2021
TO: Brigitte Elke
Christine Dietrick
Teresa Purrington
From: Serenity Whorley
Subject: REQUEST FOR RECORDS DESTRUCTION
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.
As of the date of this Memorandum, fifty-two (52) boxes of records were identified as exceeding the
retention requirements and, as such are being prepared for destruction. The method of destruction will
be via shredding and recycling. Indices of this information are retained electronically in our Records
Management System. No records will be destroyed prior to the approved retention period. We will
begin destroying the records upon receiving your written authorization below.
Please sign below indicating your approval for t
Brigitte -1 ri tine Dietrick
Finance Director City Attorney
ction of the attached listing of records.
t4q���_
Teresa Purrington
City Clerk
CERTIFICATE OF DESTRUCTION
I, Serenity Whorley, certify that the records listed above were properly disposed of on 5 Z f
Signature
Original: City Clerk's Office
Copy: Finance Department
Attachments:
1. List of records to be destroyed
2. Relevant sections of the records retention schedule
39260251 BANK RE
39260257 BANK RE
39260149 PO STAT
39260125 EDIT NISI
QUI
ROM DATE I TO DATE I AUDIT DATE I DESTRUCTION
07/01/2015
06/30/2016
12/31/2016
03131/2021
07/01/2015
06/30/2016
12/31/20 66
03/31/2021
07/01/2015
O6/30/2016
12/31/2016
03/31/2021
07/03/2014
06/30/2015
12/31/2015
03/31/2021
07/02/2014
06/26/2015
12/31/2015
03/31amr
AR AU+4
AR AU+4
AR AU+4
'UR AU+5
AP AU+5
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE
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Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=Terminated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
VRC Locailon
VRC Location Address:
Destruction C ate.
NAID Cerdfied Service:
Ai
RECORDS DESTRUCTION CERTIFICATE
VITAL. RECORDS CONTROL COMPANIES
Destruction Method:
Date:
Volume:
❑ Cubic Feet
Linear Feet
Tape/Disc
Ins/Containers
Other
Client Account Number: Client Department: Destruction Authorized by:
5L ■
Record Types
Total Volume of Records Destroyed
Date Span
Volume n Cubic Feet
Linear Feet
Tape/Disc
El Bins
Containers
Other
I hereby state the records described above have been destroyed in accordance with the disposal action specified at the
top of this fnga4-aW gradPerence with aAstate and federal laws.
lntemal Policy ReFoKence Number 900.56
r.- =P-11U