HomeMy WebLinkAboutCity Clerk Destruction Memo - COI, Ethics, Candidates, General
Original: City Clerk’s Office
MEMORANDUM
DATE: October 18, 2023
TO: Greg Hermann, Deputy City Manager
J. Christine Dietrick, City Attorney
FROM: Kevin Christian, Deputy City Clerk
SUBJECT: REQUEST FOR RECORDS DESTRUCTION
On April 24, 2001, the City Council adopted a Records Retention Schedule (Resolution No. 9174, 2001 Series).
In accordance with that 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.
Various records, listed on the attached, that have expired before June 30, 2023 and exceed the retention
requirements and, as such, are being prepared for destruction. The method of destruction will be confidential
shredding.
Please sign below indicating that the record titles are appropriate for destruction and meets the requirements of the
records retention policy.
(Legal Analyst Review _________)
Greg Hermann, Deputy City Manager J. Christine Dietrick, City Attorney
CERTIFICATE OF DESTRUCTION
I, Kevin Christian, do hereby certify that the records listed on the attached were properly disposed of on:
____________________________ (destruction date)
Kevin Christian, Deputy City Clerk
Attachments:
1. List of records to be destroyed.
2. Relevant sections of the records retention schedule.
DocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
10/19/2023 | 9:39 AM PDT
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION & FORMAT (H=hard copy, D=Digital)
Public Information /
Community Relations ‐
709
2009‐
2018
2010‐
2020 Consumer Index publication affidavits and communications H&D
2018 2020
Consumer Index publication affidavits and Notification of Rent Increase
from Laguna Lake Mobile Estates D
2019 2021
Consumer Index publication affidavits
D
2020 2022
Consumer Index publication affidavits and Notification of Rent Increase
from Laguna Lake Mobile Estates D
General Administration /
Office General Mgt ‐ 101
1999‐
2003
2001‐
2005 General Information ‐ Community Forum Planning Files H&D
Legislative and Legal /
Election 702 2016 2021
Unsuccessfull 2016 City Council and Mayoral candidates: Michael Clark,
Donald Hedrick, Christopher Lopez, Brett Strickland, Jan Marx, and Mila
Vujovich‐LaBarre
H&D
Legislative and Legal /
General Legal ‐ 704 2015 2022 Ethics Training Certificates (certificates valid for two years) H&D
Legislative and Legal /
Statement of Economic
Interest ‐ 707
2009‐
2015 2023 87200 filer ‐ elected official John Ashbaugh, term end 2016 H&D
2005‐08 2015 87200 filer ‐ elected official Paul Brown, term end 2008 H&D
2011‐
2015 2023 87200 filer ‐ elected official Dan Carpenter, term end 2016 H&D
2007‐
2012 2020 87200 filer ‐ elected official Andrew Carter, term end 2013 H&D
1998‐
2005 2013 87200 filer ‐ elected official John Ewan, term end 2006 H&D
2000‐
2008 2015 87200 filer ‐ elected official Christine Mulholland, term end 2008 H&D
2002‐
2010 2017 87200 filer ‐ elected official Dave Romero, term end 2010 H&D
2001‐
2010 2017 87200 filer ‐ elected official Allen Settle, term end 2010 H&D
1998‐
2004 2011 87200 filer ‐ elected official Kenneth Schwartz, term end 2004 H&D
2010‐
2014 2021 87200 filer ‐ elected official Kathy Smith, term ended 2014 H&D
2014,
2015 2022
87200 filers ‐ Designated filers, non elected (Wayne Padilla and Jason
Stilwell) Terms ended 2015
D
DocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION & FORMAT (H=hard copy, D=Digital)
Legislative and Legal /
Statement of Economic
Interest ‐ 707 2011 2019
87200 filers ‐ Designated filer, non elected (Charles Bourbeaux) Term
ended 2012
D
2007,
2008,
2010 2023
87200 filers ‐ Designated filer, Planning Commission (Michael Multari)
Term ended 2016
D
2011‐
2015
2013‐
2017 Statement of Economic Interest ‐ General Correspondence D
2011‐
2015
2018‐
2022 Statement of Economic Interest (Form 700), City Code Filers D
City
Management/Council
Files ‐ 301
1997 ‐
2000
2005 ‐
2008 City Advisory Bodies Council Subcommittee Assignments H&D
2020 2022
Council Correspondence (shown as "Hot Files" in retention schedule)
this is non Agenda correspondence sent to City Council ‐ consists of
approx. 1500 files including Arata protest and PD funding topics) D
City Management/City
Advisory Bodies ‐ 304 2017 2022 Quarterly Advisory Body Chair Meetings with Mayor D
Legislative & Legal /
Public
Information/Community
Relations ‐ 709
2005‐
2017
2007‐
2019
Consumer Price Index (CPI)
D
City Management /
Commissions,
Committees, Boards ‐
302
2017‐
2019
2019‐
2021
Recruitment File ‐ Maddy Act notices and Unscheduled Vacancy notices
D
2016‐
2017
2021‐
2022 Membership File ‐ correspondence D
2015 ‐
2017
2020 ‐
2022
Membership File, Oaths of Office ‐ Investment Oversight Committee,
(Lichtig, Marx, Padilla)
D
2020 2022 Applications (not appointed) Diversity Equity & Inclusion Task Force ‐D
07‐14‐2020, Bellisario, DE&I Application
07‐15‐2020 King, DE&I Application
07‐16‐2020, Holland‐DE&I Application
07‐16‐2020, Leal‐DE&I Application
07‐17‐2020 Lee‐DE&I Application
07‐17‐2020 Shah‐DE&I Application
07‐17‐2020 Young, DE&I Application
07‐17‐2020, Brown‐DE&I Application
DocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION & FORMAT (H=hard copy, D=Digital)
2020 2022 07‐17‐2020, Call‐DE&I Application D
City Management / 07‐17‐2020, Yu‐DE&I Application
Commissions, 07‐18‐2020 Saracco‐DE&I Application
Committees, Boards ‐ 07‐18‐2020 Stackhouse‐DE&I Application
302 – (continued – 07‐19‐2020 Sanders‐DE&I Application
Unappointed Diversity, 07‐20‐2020 Albers‐DE&I Application
Equity and Inclusion 07‐20‐2020 Burge‐ DE&I Application
Task Force applications) 07‐20‐2020 Kennard‐DE&I Application
07‐21‐2020 Napoli‐DE&I Application
07‐22‐2020 Echard‐DE &I Application
07‐22‐2020 Hajrasouliha‐ DE &I Application
07‐22‐2020 Howard‐ DE&I Application
07‐22‐2020 Krone‐ DE&I Application
07‐22‐2020 Rivera‐DE &I Application
07‐22‐2020 Somma‐DE &I Application
07‐23‐2020 Klapheck‐DE &I Application
07‐23‐2020 Porter‐DE &I Application
07‐23‐2020 Sesena‐ DE &I Application
07‐24‐2020 Read‐DE &I Application
07‐26‐2020 Allen‐DE&I Application
07‐26‐2020 Lerma‐DE &I Application
07‐26‐2020, Root‐ DE &I Application
07‐27‐2020, Monie‐DE&I Application
07‐28‐2020, Ramos‐DE&I Application
07‐28‐2020, Renehan‐ DE &I Application
07‐29‐2020, Grosz‐DE&I Application
07‐30‐2020, Fowler‐DE &I Application
07‐30‐2020, Gardiner‐DE&I Application
07‐30‐2020, Harris‐DE &I Application
07‐31‐2020, Chand‐DE&I Application
07‐31‐2020, Elliott‐DE &I Application
07‐31‐2020, Horwitz, DE&I Application
07‐31‐2020, Ortiz‐DE&I Application
07‐31‐2020, Reitner, DE&I Application
07‐31‐2020, Salazar‐DE&I Application
08‐01‐2020, Pettit‐DE&I Application
08‐01‐2020, Wedell‐DE&I Application
08‐02‐2020, Borjan‐DE&I Application
08‐02‐2020, Carlotti‐DE&I Application
08‐02‐2020, Cholewa‐Cardona‐DE&I Application
08‐02‐2020, Friedman O'Leary‐DE&I Application
08‐02‐2020, Henry‐DE&I Application
DocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION & FORMAT (H=hard copy, D=Digital)
2020 2022 08‐02‐2020, Heraldo‐DE&I Application D
City Management / 08‐02‐2020, Kisinger‐DE&I Application
Commissions, 08‐02‐2020, Kothari‐DE&I Application
Committees, Boards ‐ 08‐02‐2020, McCann‐DE&I Application
302 – (continued – 08‐02‐2020, Moore‐DE&I Application
Unappointed Diversity, 08‐02‐2020, Rockwell‐Thomas‐DE&I Application
Equity and Inclusion 08‐02‐2020, Steele‐DE&I Application
Task Force applications) 08‐03‐2020, Aguilar‐DE&I Application
08‐03‐2020, Bachmann‐DE&I Application
08‐03‐2020, Bowlay‐DE&I Application
08‐03‐2020, Brown‐DE&I Application
08‐03‐2020, Castañeda‐DE&I Application
08‐03‐2020, Coffey‐DE&I Application
08‐03‐2020, Cradick‐DE&I Application
08‐03‐2020, Cunningham‐DE& I Application
08‐03‐2020, Dowdell‐DE&I Application
08‐03‐2020, Gibbs‐DE&I Application
08‐03‐2020, Guerrero‐DE&I Application
08‐03‐2020, Keller‐DE&I Application
08‐03‐2020, Korsgaard‐DE&I Application
08‐03‐2020, Lopes‐DE&I Application
08‐03‐2020, Lorge‐DE&I Application
08‐03‐2020, Macmillan‐DE&I Application
08‐03‐2020, Martinez‐DE&I Application
08‐03‐2020, McGillis‐DE&I Application
08‐03‐2020, Mitchell‐DE&I Application
08‐03‐2020, Montaño‐DE&I Application
08‐03‐2020, Pallay‐DE&I Application
08‐03‐2020, Senn‐DE&I Application
08‐03‐2020, Smith‐DE&I Application
08‐03‐2020, Stewart‐DE&I Application
08‐03‐2020, Tamoush‐DE&I Application
08‐03‐2020, Verma‐DE&I Application
08‐03‐2020, Yasumoto‐DE&I Application
DocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORDCOPIES or DUPLICATES of documents for which a department is not the office of record D/R 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.ELECTRONIC DOCUMENTSElectronic 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.100GENERAL ADMINISTRATION101 OFFICE GENERAL MANAGEMENT City Manager (CM) Reports 5 Various GC34090 City-Generated Informational Brochures, Publications, Newsletters P 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 GC34090 General Information 2 Various GC34090 In-House Committees CU+5 Various GC34090 May be kept for research/historic purposes Staff Meeting Notes 2 Various GC34040AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=TerminatedDocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORD300CITY MANAGEMENT301COUNCIL FILES Appeals Heard by Council P Clerk GC34090 Appeals not Heard by Council CL+2 Various GC34090 Audio Tapes or Liberty System 6 mos Clerk GC34090.7 Cablecast Schedule for Gov. Access Channel 20 2 Clerk GC34090 Council Agenda Packets P Clerk GC34090 Council BrochuresP Clerk GC34090 Keep one for historical purposes Council "Notes"2 Admin GC34090 Council Policies & Procedures P Clerk GC34090 Keep one for historical purposes Council Resumes CU+2 Admin GC34090 Council Subcommittee Assignments 8 Clerk GC34090 DVDs of Council and Planning Commission Meetings P Clerk GC34090.7 Hot Files2 Admin GC34090 MinutesP Clerk GC34090(e) Oaths of OfficeP Clerk GC34090 Petitions to Council5 Clerk GC34090 Advisory, non-election related. (If submitted to Council, retain permanently with agenda packet.) Proclamations2 Clerk GC34090 Proposition 218 Protest letters P Clerk State Constitution Public Comment and Speaker Slips 2 Clerk GC34090 Red File Items (i.e; correspondence) P Clerk GC34090 Original red file is part of the agenda packetResolutions and Ordinances P Clerk GC34090(e)302COMMISSIONS, COMMITTEES, BOARDS Agenda/Agenda Packets P Various GC34090 Audio Tapes2 Various GC34090.7 Bylaws P Various GC34090(e) Membership File: (Appointed AB members applications, oaths, correspondence, etc.) T + 5 Clerk GC34090 Applications (not appointed) 2 Clerk GC34090 MinutesP Various GC34090(e) Recruitment File: Includes correspondence, Maddy Act notices, misc. ads, and information2 Clerk GC34090 ResolutionsP Various GC34090(e) RostersS+5 Clerk GC34090304CITY ADVISORY BODIES Advisory Body Handbook P Clerk GC34090 Keep one for historic reasons Advisory Body Training 5 Clerk GC34090 Annual Advisory Body Recognition 5 Clerk GC34090 Miscellaneous/Ad Hoc Advisory Bodies CU+5 Clerk GC34090 Quarterly Advisory Body Chair Meetings with Mayor 5 Clerk GC34090AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=TerminatedDocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORD702ELECTIONAbsentee Voter applications (copies of) E+6 mos. Clerk EC17505(b) ConfidentialApplication to view: voter registration info, AV voter lists 5 Clerk EC2188 Ballots: all, voter ID envelopes and ballot receipts, manual tally sheets, logic/accuracy tests, other ballot-related docsE+6 mos. Clerk EC17302; EC17306 (if no legal action) Confidential Campaign Disclosure Statements: Successful Candidates P Clerk GC81009(b) Unsuccessful Candidates E+5 Clerk GC81009(b) OtherT+7 Clerk GC81009(e) Election correspondence E+2 Clerk GC34090 Election documents: expenses, proofs, night logs E+2 Clerk GC34090 Election historyP Clerk GC34090 Election notices, publications, certificates E+2 Clerk GC34090 Initiative, Referendum, Charter Amendments, Recall Petitions After Certification of results + 8 monthsClerk EC17200/EC17400 Confidential Municipal Election File/Sample Ballots P Clerk GC34090 Nomination Papers: Successful Candidates P Clerk EC17100 Unsuccessful Candidates E+5 Clerk EC17100 Precinct Board Appointments - appointment of precinct oficialsE+6 mos. Clerk EC17503(b) Precinct hand tally, copies of index, challenge list, assisted voter list E+6 mos. Clerk EC17304 Confidential Roster of voters, original indices (precinct board) E+5 Clerk EC17300(a) (if no legal action)703CITY ATTORNEY Administrative Files CU+5 City Attorney GC34090 Civil LitigationCL+10 City Attorney GC34090(b) Civil Litigation regarding Property (including settlement and releases) P City Attorney GC34090(a) Criminal Cases going to court CL+5 City Attorney GC34090(b) Criminal Citations CL+2 City Attorney GC34090 Legislative Files CU+2 City Attorney GC34090704GENERAL LEGALAgreements/Contracts (consultants, purchase agreements, and others not shown elsewhere in the retention schedule)CU+5AE Various CCP337Claims/Subpeona Logs 2 Clerk GC34090Donor and Donation Agreements P Clerk GC34090Ethics Training Certificates CL + 5 Clerk GC34090Housing Agreements (Includes recorded and other related agreements) P Clerk GC34090(a)Joint Powers Authorities CL + 10 Clerk GC34090Lease Agreements of Real Property (long-term; i.e., more than five CL + 5 Clerk GC34090LiensP Clerk GC34090(a)Municipal Advocate's Registration Form P Clerk GC34090Public Art Agreements P Clerk GC34090Recorded Documents (Abandonments, Deeds, Easements, P Clerk GC34090Williamson Act Contracts P Clerk GC34090(a)706CAPITAL IMPROVEMENT BOARD CIB Agreements/Contracts P Clerk CCP337 CIB Establishment/Bylaws P Clerk GC34090(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=TerminatedDocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORD CIB Resolutions/Ordinances P Clerk GC34090(e) General Correspondence 2 Finance GC34090 MinutesP Clerk GC34090(e)707STATEMENTS OF ECONOMIC INTEREST General Correspondence 2 Clerk GC34090 Statements of Economic Interest (87200 Filers) T+7 Clerk GC81009(e) & CCAC Guidelines Statements of Economic Interest (City Code Filers)7 GC81009(e)709PUBLIC INFORMATION/COMMUNITY RELATIONS Consumer Price Index (CPI) CU+2 Various GC34090 General Correspondence 2 Various GC34090 Press Releases CU+2 Various GC34090AE=After Expiration AU=Audit CL=Closed/Completed CU=Current D/R=Destroy when no longer relevant E=After Election P=Permanent S=Superceded T=TerminatedDocuSign Envelope ID: E5C640BD-D645-4B22-B851-AB541754C7AE
Certificate Of Completion
Envelope Id: E5C640BDD6454B22B851AB541754C7AE Status: Completed
Subject: Complete with DocuSign: City Clerk Destruction memo - COI, Ethics, Candidates, General.pdf
Department:
Supplier:
Source Envelope:
Document Pages: 9 Signatures: 3 Envelope Originator:
Certificate Pages: 5 Initials: 1 City Clerk
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
990 Palm Street
San Luis Obispo, CA 93422
cityclerk@slocity.org
IP Address: 104.129.202.81
Record Tracking
Status: Original
10/18/2023 1:06:22 PM
Holder: City Clerk
cityclerk@slocity.org
Location: DocuSign
Signer Events Signature Timestamp
Kelly White
kwhite@slocity.org
Legal Assistant / Paralegal
City of San Luis Obispo
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 104.129.202.98
Sent: 10/18/2023 1:08:33 PM
Viewed: 10/18/2023 1:09:55 PM
Signed: 10/18/2023 1:37:30 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Greg Hermann
ghermann@slocity.org
Deputy City Manager
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 174.249.149.129
Signed using mobile
Sent: 10/18/2023 1:37:30 PM
Viewed: 10/18/2023 9:33:11 PM
Signed: 10/18/2023 9:33:30 PM
Electronic Record and Signature Disclosure:
Accepted: 10/18/2023 9:33:11 PM
ID: bdbf07bb-5ba1-4da9-ae20-39b2fbaa38bd
Christine Dietrick
cdietrick@slocity.org
City Attorney
City of San Luis Obispo
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 104.129.202.90
Sent: 10/18/2023 9:33:31 PM
Viewed: 10/19/2023 8:48:32 AM
Signed: 10/19/2023 8:49:39 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Kevin Christian
kchristian@slocity.org
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 104.129.202.81
Sent: 10/19/2023 8:49:40 AM
Resent: 10/19/2023 9:35:45 AM
Viewed: 10/19/2023 9:36:29 AM
Signed: 10/19/2023 9:39:46 AM
Electronic Record and Signature Disclosure:
Accepted: 10/19/2023 9:36:29 AM
ID: 5ae4d9e7-448f-46ec-92aa-16b0ef758494
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 10/18/2023 1:08:33 PM
Certified Delivered Security Checked 10/19/2023 9:36:29 AM
Signing Complete Security Checked 10/19/2023 9:39:46 AM
Completed Security Checked 10/19/2023 9:39:46 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
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Electronic Record and Signature Disclosure created on: 5/10/2017 10:25:58 AM
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