HomeMy WebLinkAboutClerk Destruction memo - 12-7-23 - various
Original: City Clerk’s Office
MEMORANDUM
DATE: December 7, 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 December 1, 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: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
12/18/2023 | 10:19 AM PST
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
City Management /
Council Files ‐ 301 2000 2002 Council Correspondence (Hot File) ‐ supporting Firefighter's Association
Appeals Not heard by City Council
1996 1998
Appeal ARC approved TK Development, 154 Suburban Rd (Food 4 Less),
Robert Mott ‐ withdrawn 09/27/7996
1997 1999
Appeal Massage License Suspension, Diana Coe ‐ withdrawn
03/19/1997
1999 2001
Appeal of Tree Committee decision 406 Ferrini, P.D. Smith ‐ withdrawn
03/05/1999
Appeal of Planning Commission decision of February 10, 1999
concerning 1150 Laurel Ln, WestPac Development, Hamish Marshall ‐
appeal withdrawn 03/11/1999
La Verne University appealing Planning Commission conditions for
A167‐99 ‐ Appeal withdrawn 11/22/1999
2000 2002
Project No. 199‐99, Sacramento Drive Commercial Bldg. Traffic Impact
Fees Appeal, Matt Quaglino ‐ Appeal Withdrawn 06/22/2000
2001 2003
Appeal conditions imposed by the ARC on DeVaul Ranch Neighborhood
Park, Hamish Marshall ‐ withdrawn 09/18/2001
Tree removal request 3057 S. Higuera, Larry Stabler ‐ withdrawn
09/13/2001
Appealing Tree Committee determination 1388 Cavalier Ln., Ken &
Patrisha James ‐ withdrawn 10/17/2001
2002 2004
Appeal of Planning Commission Study Session Item concerning request
for amendment to allow B&B Inns in R2 zones, Peg Pinard ‐ No appeal
was necessary as no action was taken by the PC due to the item being a
Study Session
2003 2005
Appeal for height exception 1730 Alisal Ave, Steve & Jeanne Secrest ‐
withdrawn 12/16/2003
Appeal of Planning Commission FH 6‐03, Resolution No 5362‐03 Fence
Height Exception by Mission College Prep ‐ withdrawn 04/14/2003
2004 2006
Appeal of ARC approval to add a one‐bedroom home as 2nd on lot at
2049 McCollum, Lance Baumberger ‐ withdrawn 11/12/2004
Appeal of Planning Commission modified parking plan, Tract 1544,
Kepler Tumler, withdrawn4/16/2004
Appeal of Planning Commission home occupation permit 2060 Wilding
Lane, Mary Beth Schroeder ‐ withdrawn 03/25/2004
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
Appeals Not heard by City Council cont.
City Management /
Council Files ‐ 301 2005 2007
Tree Removal for "3 Monterey Pine Trees", Sharon Kamm ‐ withdrawn
06/20/2005
2007 2009
Appeal to prevent the City's acceptance of the re‐aligned Calle Joaquin
Rd, Rose Garden Inn ‐ Denied, No right of appeal per Muni Code
1.20.020(C) ‐ matter handled in court. Appeal funds returned
06/19/2007
Appeal of Tree Committee denial 416 Hathway, Doug Barth ‐
withdrawn following 2nd hearing by Tree Committee 03/26/2007
Appeal Joint Use Committee decision concerning use of Sinsheimer
Stadium, Tim Golden, SLO Blues ‐ withdrawn 03/19/2007 as issue was
resolved.
2008 2010
Appeal Tree Committee decision to remove a tree at 503 Mitchell,
Jacqueline Williams. ‐ withdrawn 09/08/2008 as Tree is being retained
Appeal Tree Committee decision, 68 Verde Dr, Francesca McDonagh ‐
withdrawn as appellant re‐applied to Tree Committee 05/27/2008
instead
2009 2011
Appeal of ARC 27‐06 Moylan Terrace, Board of Directors ROSA
Homeowners Assoc. ‐ withdrawn 08/26/2009
Appeal of Tree Committee denial of fine assessed for tree removal,
Buena Vista Ave, Ernest Roide Jr. ‐ No file found that it was heard by
City Council and the Tree Committee Minutes of 02/23/2009 indicate
Mr. Roide agreed to pay the fine.
2010 2012
Appeal of City Mgr. Decision concerning Sewerline Replacement Project
Spec. No. 90938, Vinciguerra Construction ‐ Withdrawn
2011 2013
Tree Removal 1531 Monterey, Will Powers ‐ Did not pay appeal fee or
provide adequate documentation to support claim of indigence
Appeal of Tree Committee denial for tree removal 1284 Ella St., Gill &
Linda Blonsley ‐ withdrawn 09/20/2011
2012 2014 Tree Removal 496 Kentucky St., Jennifer Berg ‐ withdrawn 11/27/2012
General Administration/
Office Reference ‐ 102
2019‐
2020
2021‐
2022 Chronological File ‐ Legal Documents Served upon the City Clerk Log
2017‐
2020
2019‐
2022 Chronological File ‐ Administrative Citation Log
2013‐
2017
2018‐
2019 Chronological File ‐ Public Records Request log
2021 2023 General Information ‐ Conflict of Interest Map, Heidi Harmon
General Legal /
Legislative & Legal ‐ 701
Legislative 2005 2007
Legislative Platform letter: 04/05/2005 Letter to State Senate
Transportation and Housing Committees opposing AB 326 and AB365
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Legal /
Legislative & Legal ‐ 704
Agreements & Contracts 2010 2015
PERFORMING ARTS CENTER CALLAHAN FUNERAL ‐ Short Term License
Agreement for event: Rehearsal 8/25/2010, Service 8/27/2010
General Legal /
Legislative & Legal ‐ 707 2016 2023 City Staff
Architectural Review Commission
Statement of Economic Cultural Heritage Committee
Interest (Form 700) Housing Authority
Human Relations Commission
Promotional Coordinating Committee
Consultants
General Administration/
Records Mgt ‐ 104 2016 2018 01‐04‐2016 McGuinness ‐ Police Chief Job Offer Letter and Agreement
Public Records Requests
01‐05‐2016 Fountain ‐ Roster of PD and FD staff
01‐07‐2016 Freeman ‐ Proposals for recent RFP for transit services
01‐07‐2016 Schmid ‐ Phenix Group Information Systems
01‐13‐2016 Hampton ‐ List of Officer Summary Reports
01‐13‐2016 Linbald ‐ 886 Monterey Building and Code Documents
01‐13‐2016 Mayfield ‐ARC‐CHC Audio File
01‐15‐2016 Santillano ‐ Phoenix Group Contract
01‐20‐2016 Litner ‐ RFP for Parking citation Processing, Spec. No 91430
01‐20‐2016 Ortega ‐ Phoenix Group Agreement and survey question
01‐20‐2016 Smilowitz ‐ FD Emergency Action Plan
01‐20‐2016 Walker ‐ CBOA Audio 07‐29‐2014
01‐21‐2016 Schmid ‐ RFP Parking Citation
01‐22‐2016 Adler ‐ Bid Bonds and Results fo Sewerline Replacement
91186
01‐22‐2016 Complus Data Innovations ‐ Parking Citation
01‐26‐2016 Adler ‐ Bid Bonds for Sewer Line
01‐26‐2016 Miller ‐ Parking Ticket Information and Statistics
01‐26‐2016 Zeta Phi Alumni ‐ 844 Upham St
01‐27‐2016 Adler ‐ Sewerline Replacement Bid Bonds
01‐27‐2016 Vujovich‐La Barre ‐ Mayor Salary & committee salary
01‐28‐2016 Mason ‐ 2135 Cypress Sewer Line
01‐28‐2016 Ruiz ‐ First Transit
01‐29‐2016 Linbald ‐ 866 Monterey Building Permits
01‐29‐2016 Rose ‐ Noise Violations 2014‐2015
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2016 2018 02‐01‐2016 Ruiz ‐ First Transit (2)
Public Records Requests 02‐02‐2016 Hill & Associates ‐ People of the State of Ca v. Kalvin Keller
02‐03‐2016 Morse ‐ 647,659,669 Higuera Street Building Permits
02‐03‐2016 Weeden ‐ PO‐Vendor info
02‐08‐2016 Mastagni Holstedt ‐ PD Benefits
02‐11‐2016 Hagan ‐ Uncashed Checks
02‐18‐2016 Lambert ‐ Utility Box Art
02‐19‐2016 Rice ‐ Rental Housing Inventory List
02‐24‐2016 Adamski Moroski Madden Cumberland ‐ All written, emails,
communications
02‐29‐2016 Lamon ‐ Letter of Seperation
03‐01‐2016 Ogren ‐ Financial documents related to accident
03‐10‐2016 White ‐ ARC Audio File
03‐16‐2016 Bialik ‐ Uncashed Checks
03‐22‐2016 Adler ‐ Performance and Payment Bonds ‐ Sinsheimer Pool
03‐29‐2016 Kinkade ‐ Carpenter Election Communications
03‐29‐2016 Loeffler ‐ Vehicle Code Violation Data
03‐29‐2016 Mohan ‐ Correspondences for 1179 San Carlos
03‐31‐2016 Lucas ‐ Nacimiento Agreement
03‐31‐2016 Ochs ‐ Correspondences for Dan Carpenter
04‐04‐2016 Titan Legal Services, 1005 Monterey
04‐11‐2016 Rice ‐ Correspondences between SLO and County
Supervisor Adam Hill
04‐18‐2016 Lee ‐ 1500‐1531 Froom Ranch Way
05‐02‐2016 Honchariw ‐ 2015 Employee Compensation Report
05‐02‐2016 Marshal ‐ Broad Street and Branch Street from 2000‐2013
05‐11‐2016 Weeden ‐ PO ‐ Vendor Info
05‐12‐2016 Ray ‐ Bus Video related to Incident
05‐13‐2016 Glidden ‐ Code Enforcement 661 Skyline Drive
05‐25‐2016 MV Transportation
05‐31‐2016 LexisNexis Car Fire
06‐07‐2016 Transparent America
06‐09‐2016 Howard Zoning Associates LLC
06‐15‐2016 Weintraub ‐ Business License for Mr. Michaels
06‐17‐2016 Hurd 70 ‐ Emails, Correspondences regarding removal of
presentation for the tree committee item
06‐20‐2016 Mourenza 74 ‐ Emails, Correspondences, Audio File TC
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2016 2018
06‐24‐2016 Flatos 77 ‐ Correspondences related to 469 Stoneridge
Circle from 01‐01‐2015
Public Records Requests 06‐27‐2016 Contreras (Edison) 81 ‐ TBD
06‐27‐2016 Wohlner Kaplon Cutler Halford & Rosenfeld 82 ‐ Restroom
Replacement 91327
06‐29‐2016 Ready (DPSI Inc) 87 ‐ RFQs for Civil Engineering Winning
Proposals
06‐29‐2016 Upton 88 ‐ Encroachment Permits Code Cases 1144 Chorro
& 840 Marsh
07‐08‐2016 French 90 ‐ RHIP List
07‐15‐2016 Butler 91 ‐ Names and Titles All FTE
07‐23‐16 Rowley ‐ 102 ‐ Citations January‐June 2016
07‐25‐2016 McLean 92 List of Consultants
07‐2816 Morrison 98 Solar PV Permits
08‐03‐16 Fuqua 99 Tourism Marketing District boundaries
08‐03‐16 Tony Sharp 100 Bldg Permit Data
08‐04‐16 Woods 101 Bldg Permit Data
08‐08‐16 Carrillo ‐ 103 ‐ 265 Meissner Lane
08‐11‐2016 General Solutions Associates ‐ Conferencing Services
08‐12‐2016 Anonymous 105 ‐ Mayor Correspondences
08‐16‐2016 Cunningham 108 ‐ Photograph of Mission
08‐16‐2016 Smartprocure 106 ‐ PO‐Vendor Information
08‐24‐2016 Powers 111 ‐ Citation Questions
08‐25‐2016 Harvey 112 ‐ Citations for 1418 Carmel
08‐26‐2016 Romero 113 ‐ Building Permits for 1231‐1239 Osos Street
08‐30‐2016 Professional Finders (Kim Porter) 114 ‐ Stale Dated Checks
08‐30‐2016 Rice 118 ‐ RHIP Docs
08‐31‐2016 Mejia 119 ‐ Legislative letters for a one year period
09‐07‐2016 North American Procurement Council 120 ‐ List of Bidders
09‐09‐2016 Asset Management Consultants 122
09‐09‐2016 Bardett 121 ‐ Bids and Contracts
09‐15‐2016 Thom 124 ‐ Fire Incident Report
09‐19‐2016 Ziomek 125 ‐ Madeline Paasch Docs
09‐27‐2016 DeLaRosa 164 Business License Compliance
09‐27‐2016 Schmidt 130 EDSP Steering Committee
09‐29‐2016 Johnson 131
10‐07‐2016 GSA (Solana) ‐ 135
10‐10‐2016 Camdus Group 140
10‐17‐2016 Green 145
10‐26‐2016 Clarke 147
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2016 2018 11‐02‐2016 Eagly‐Schwartz 149 ‐ Law Enforcement Policy Manual
Public Records Requests 11‐03‐16 Johnson 150 ‐ CMP Replacements 2015 91268
11‐07‐2016 Lazar 151 ‐ Uncashed checks
11‐10‐2016 Forouzan Law 163 ‐ 911 call on behalf of Joseph Valerio
11‐14‐2016 Roslan 162 ‐ 848 Via Esteban
11‐15‐2016 Jacques‐Bibeault PRA 165 ‐ Underground Tanks at 100
Cross Street and 3965 Higuera
11‐15‐2016 Mirino 166 ‐ 2016 Collection of Delinquesnt Accounts info
11‐18‐2016 Carpenter 167 ‐ Cash and sureties and escrow accounts etc
11‐23‐2016 Austin 173 ‐ Chemicals for Water and Wastewater
Treatment and Swim Center
11‐28‐16 Wilf PRA 174 ‐ Judson Terrace
11‐28‐2016 Weeden 172 Purchasing Records
12‐06‐2016 Rice175 ‐ Marx 460
12‐07‐2016 Herndon 176 KSBY ‐ Sub Fire Records
12‐16‐2016 Siegel PRA 182 ‐ James Raj
12‐16‐2016 Siegel PRA184 ‐ 143 Suburban Rd Utilities
12‐16‐2016 Zhou PRA 183 ‐ TOT information
12‐20‐2016 Phoenix Group PRA187 ‐ Parking Enforcement RFP
12‐21‐2016 McLaughlin 185 ‐ 1682 Crestview Circle
12‐21‐2016 Solomon PRA186 ‐ 805 Aerovist Place building and
occupancy
12‐23‐2016 Labus PRA 188 ‐ 263 N. Chorro St
12‐23‐2016 Zepeda PRA 189 ‐ 2175 Willow Road
12‐28‐2016 Salinas PRA 190 CDGB Curb Ramps 2016
CDD PRR Data
Fire PRRs ‐ various
PD PRRs ‐ various
Sub Fire related ‐ 2016
Ballard Suboena
PRA responses Powers
General Administration/
Records Mgt ‐ 104 2017 2019 01‐03‐2017 PRR01_17 Dizon ‐ 815 Columbine
Public Records Requests
01‐06‐2017 PRR14_17 McCrory ‐ scoring matrix for RFP 91495
01‐06‐2017 PRR15_17 Rice ‐ executed settlement agreements
01‐10‐2017 PRR03_17 Hanson ‐ budget alloted to FD
01‐10‐2017 PRR04_17 Hanson ‐ National Fire Incidents reports 2010 to
present
01‐10‐2017 PRR05_17 Hanson ‐ Janitorial services for SLOFD
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019
01‐10‐2017 PRR06_17 Hanson ‐Cabo San Luis Fire March 3, 2010 press
release
Public Records Requests
01‐10‐2017 PRR07_17 Hanson ‐ March 4, 2012 press release for fire at
1502 Johnson Ave
01‐10‐2017 PRR08_17 Hanson ‐ training records regarding interior
attack
01‐10‐2017 PRR09_17 Hanson ‐ narrations for all calls for 2016
01‐10‐2017 PRR10_17 Hanson ‐ narration and final report for Jun 19,
2016 fire ‐ 1100 block Atascadero St
01‐10‐2017 PRR11_17 Hanson ‐ inspection records for 295 and 303
Higuera for 20 years or disposal records
01‐10‐2017 PRR12_17 Hanson ‐ training records pertaining to attaching
hoses
01‐10‐2017 PRR13_17 Hanson ‐ thermal imaging camera data from 12‐
26‐15 Sub Fire
01‐10‐2017 PRR25_17 Metz ‐ Transit Operation
01‐17‐2017 PRR16_17 Sessa ‐ Vendor terms
01‐17‐2017 PRR17_17 Johnson ‐ Sub‐Contractor List, Jennifer Street
Sewer Line Replacement
01‐17‐2017 PRR18_17 Hanson ‐ Planning for target hazard buildings
01‐17‐2017 PRR19_17 Hanson ‐ Amount of 1.75 Quick Attack lines on
engines
01‐17‐2017 PRR20_17 Hanson ‐ Narrations for 303 Higuera
01‐17‐2017 PRR21_17 Hanson ‐ Additional footage of video from sub
fire
01‐17‐2017 PRR22_17 Hanson ‐ 2015 ambulance call data
01‐17‐2017 PRR23_17 Hanson ‐ list of Target Hazard buildings
01‐19‐2017 PRR24_17 Sessa ‐ Budge Software bid info
01‐23‐2017 PRR26‐17 Clarke ‐ Drycleaning Facility data
01‐26‐2017 PRR27_17 McLin ‐ Elevation Certificate 1564 Oceanaire
01‐26‐2017 PRR28_17 Smith ‐ Transaction date for supplied ledger
01‐27‐2017 PRR29_17 Hanson ‐ Captains Log for 12‐26‐15 Sub Fire
01‐27‐2017 PRR30_17 Hanson ‐ Captains Log for incident 16‐02821
01‐27‐2017 PRR31_17 Hanson ‐ Captains Log for incident 10‐00815
01‐27‐2017 PRR32_17 Hanson ‐ witness reports 12‐27‐15 concerning
McRoberts
01‐27‐2017 PRR33_17 Hanson ‐ transmission log for 12‐26‐15
01‐27‐2017 PRR34_17 Hanson ‐ RIC and FAST assignments for 12‐26‐
2015
01‐27‐2017 PRR35‐17 Hanson ‐ Investigation supplemental report
incident 12‐00838
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019 01‐27‐2017 PRR36_17 Hanson ‐ Full images requested via PRA 115‐116
Public Records Requests 01‐31‐2017 PRR37_17 McLean ‐ ARC 1‐30‐17 audio
02‐01‐2017 PRR42_17 Nelson ‐ sub‐Trade permits 2014 to present
02‐02‐2017 PRR38_17 Rice ‐ RHIIP records
02‐02‐2017 PRR39_17 Herndon KSBY ‐ cost of women's march
02‐02‐2017 PRR40_17 Daniels KSBY ‐ cost for security 1‐31‐17 Spanos
Theater
02‐03‐2017 PRR41_17 Hoquist ‐ 911 equipment proposals
02‐07‐2017 PRR43‐17 Sanchez ‐ Current Laber Nogotiations MOU
02‐08‐2017 PRR44_17 Hanson ‐ name of videographer ‐ Sub fire
02‐08‐2017 PRR45_17 Hanson ‐ surrounding business reports ‐ Sub fire
02‐08‐2017 PRR46_17 Hanson ‐ results of fire debris samples ‐ Sub fire
02‐08‐2017 PRR47_16 Hanson ‐ record of physical evidence for Sub fire
02‐08‐2017 PRR48_17 Hanson ‐ Cover and first page of target Hazard
Bldg list
02‐08‐2017 PRR49_17 Hanson ‐ Full size images of sub file
02‐10‐2017 PRR50_17 Lukiewski ‐APN 004601070 & 76 plans and
reports
02‐10‐2017 PRR51_17 McLean ‐ DVD of CC 02‐07‐2017 part 2 and 3
02‐14‐2017 PRR52_17 Ly ‐ Permits for 750 Industrial Way
02‐16‐2017 PRR53_17 Smith ‐ Scott Barnes
02‐21‐2017 PRR54_17 Rose ‐ documents related to Tract 2832
02‐21‐2017 PRR55_17 Fountain ‐ Fire Salary and grievances
02‐21‐2017 PRR56_17 Hanson ‐ 2‐21‐17 Bldsoe‐Hanson phone call
02‐21‐2017 PRR57_17 Hanson ‐ Hazard Mgt Plans for Sierra Vista,
French, Anderson Hotel, Manse
02‐21‐2017 PRR58_17 Hanson ‐ PD case 151226007
02‐21‐2017 PRR59_17 Hanson ‐ Engine F1 12‐26‐2015 log
02‐23‐2017 PRR60_17 Hanson ‐ Phone conversation Hanson‐Cpt Smith
2‐23 926
02‐23‐2017 PRR61_17 Hanson ‐ Phone conversation Hanson‐Bledsoe 2‐
21 830
02‐24‐2017 PRR62_17 McLean ‐ PRC audio 02‐01‐2017
02‐27‐2017 PRR63_17 McLean ‐ PRC audio 12‐7‐2016
02‐27‐2017 PRR64_17 Rice ‐ Attendance Roster for 2‐16‐17 RHIP
workshop
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019
02‐27‐2017 PRR65_17 Johnson ‐ Margarita and Foothill Lift Station
Replacement 91214
Public Records Requests 03‐03‐2017 PRR66_17 Sibley ‐ 862 Tarragon Ln Business License
03‐03‐2017 PRR67_Garcia ‐ Jennifer St. Sewer Line Replacement (RE‐
BID)
03‐06‐2017 PRR68_17 Lijoi ‐ DeTolosa Ranch Apts permit and code
documentation
03‐07‐2017 PRR69_17 Hanson ‐ 3‐2‐17 3pm meeting at PD w Hanson,
Ansolabehere, Pfarr, Maggio, and unknow
03‐07‐2017 PRR70_17 Hanson ‐ Sub Employee testimony concerning
electrical malfunction
03‐07‐2017 PRR71_17 Hanson ‐ Sub Fire images from camera in photo
03‐08‐2016 Henry PRR72_17 ‐ 1308 Monterey code violation ‐ case
code 001769‐2016
03‐08‐2017 Henry PRR73_17 ‐ 1308 Monterey code violation ‐ case
code 001790‐2016
03‐10‐2017 PRR 75_17 Fountain ‐ Firefighter aid reimbursement data
plus vacancies 2010‐2016
03‐10‐2017 PRR74_17 Snouffer ‐ 604 Patricia Drive fire info
03‐13‐2017 PRR76_17 Howerton ‐ Abalone Alliance, Mothers of Peace
& Protests at Diablo
03‐16‐2017 PRR77_17 Bettencourt ‐ 2015 & 2016 Search & Rescues
City Open Spaces
03‐22‐2017 PRR78_17 Mobley ‐ 660 Peach St building permits and
occupancy certificates
03‐23‐2017 PRR79_17 Massey ‐ Tree removal fines
03‐24‐2017 PRR80_17 Johnson ‐ Calle Joaquin Park‐Ride Improvements
contractor info
03‐30‐2017 PRR81_17 Henry ‐ 1308 Monterey building permit
04‐03‐2017 PRR82_17 Franklin ‐ 911 call audio file
04‐05‐2017 PRR83_17 Johnson ‐ Railroad Safety Trail Class 1 91373
04‐07‐2017 PRR85_17 Kim ‐ 12424 LOVR Permits Records
04‐10‐2017 PRR84_17 Agosti ‐ Fire data related to 02‐07‐2017 Old
World Rugs
04‐13‐2017 PRR86_17 Fellner ‐ 2016 Employee Compensation Report
04‐14‐2017 PRR87_17 Rude ‐ 120 and 134 Tank Farm Rd, 120 Long St.,
3897 S. Higuera St. construction related docs
04‐17‐2017 PRR88_17 Weeden ‐ Puchasing records
04‐18‐2017 PRR89_17 Vainshtein ‐ Sub Fire Records
04‐18‐2017 PRR90_17 Vainshtein ‐ Cabo San Luis
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019 04‐18‐2017 PRR91_17 Vainshtein ‐ All Commercial Fires past 12 months
Public Records Requests
04‐19‐2017 PRR92_17 Morris ‐ womens march parking citation related
documents
04‐20‐2017 PRR93_17 Cantos ‐ Spillman Technologies contract for
Computer Aided Dispatch and Records Mgt
04‐20‐2017 PRR96_17 McLean ‐ Verdin contract
04‐21‐2017 PRR94_17 Hobson ‐ Drycleaning facility data
04‐25‐2017 PRR95_17 Strohman ‐ 1417 Marsh building documents
04‐25‐2017 PRR97_17 Dancey ‐ 726 Higuera ‐ Novo Restaurant
renovation permit
04‐26‐2017 PRR98_17 Hylton ‐ Escrow Accounts and Outstanding
checks listing
04‐27‐2017 PRR100_17 Art Museum ‐ plans
04‐28‐2017 PRR99_17 Coblentz ‐ PRR99_17 Code‐000138‐2017
05‐03‐2017 PRR101_17 Kichar ‐ 124 E Foothill Blvd permits
05‐04‐2017 PRR102_17 Alamshahi ‐ Sub Fire Records
05‐04‐2017 PRR103_17 Hathway ‐ PD Reference 16101590 and
Reference 161015093 records
05‐05‐2017 PRR104_17 Alamshahi ‐ 295 Higuera Building‐Inspection‐
Violation permits‐notices
05‐05‐2017 PRR105_17 Hayes ‐ Foremost at Farmers
05‐08‐2017 PRR106_17 Council ‐ uncashed checks listing
05‐08‐2017 PRR107_17 Tanaka ‐ Marigold Shopping Center
05‐09‐2017 PRR108_17 Dancey ‐ 1023 Chorro Permits
05‐09‐2017PRR109_17 Johnson ‐ LOVR Crack Sealing 91530 awards
data
05‐10‐2017 PRR110_17 Coblentz ‐ Plumbing Case 000367‐2015
05‐15‐2017 PRR111_17 Coblentz ‐ 3350 Bullock Ln no23 site visit 5‐11‐
17
05‐17‐2017 PRR112_17 Vogel ‐ Employee Compensation Report
05‐19‐2017 PRR113_17 Jenkins ‐ Initiative Measure current and past
language
05‐22‐2017 PRR114_17 Polunin ‐ 2016 Transportation Monitoring Spec.
No 91420 Bid Results
05‐22‐2017 PRR115_17 Hanson ‐ 12‐26‐2015 transcripts and audio logs
05‐22‐2017 PRR116_17 Hanson ‐ Atascadero Street fire narration and
final report
05‐22‐2017 PRR117_17 Hanson ‐ Logs for T‐1 12‐26‐15
05‐22‐2017 PRR118_17 Hanson ‐ Cabo San Luis Fire Report
05‐22‐2017 PRR119_17 Hanson ‐ Paramedics list
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019 05‐25‐2017 PRR120_17 Kan ‐ 71 Palomar
Public Records Requests 05‐26‐2017 PRR121_17 Eaton ‐ RFP proposals ‐ Spec 91539
05‐30‐2017 PRR122_17 Tidwell‐Meadors ‐ 555 Westmont
05‐31‐2017 PRR123_17 Lara ‐ 1605 Calle Joaquin ‐ Fire Code Violations
05‐31‐2017 PRR124_17 Harris ‐ Canzona Women's Ensemble
06‐01‐2017 PRR125_17 Kalter ‐ Madonna Plaza, Environmental related
records
06‐01‐2017 PRR126_17 Tidwell‐Meadows ‐ 555 Westmont, Use
Limiations
06‐02‐2017 PRR127_17 Peterson ‐ Public Records Request logs 2004‐
present
06‐05‐2017 PRR128_17 Eclevia ‐ Water Meters
06‐13‐2017 PRR129_17 Loomer ‐ Embassy Suite property records
06‐13‐2017 PRR130_17 Kitchens ‐ 1141 Chorro Fire Report
06‐13‐2017 PRR131_17 Maher ‐ pedestrian and bicyclist accident data
06‐13‐2017 PRR132_17 St Michel ‐ 760 and 767 Francis
06‐14‐2017 PRR133_17 ‐ Parking Enforcement RFP cost sheets
06‐14‐2017 PRR134_17 Beabout ‐ Embassy Suites Fire Code Violations
06‐16‐2017 PRR135_17 Pelayo ‐ 1433 and 1625 Calley Joaquin permits
and Hazard data
06‐19‐2017 PRR136_17 Myers ‐ 22 N Chorro Fire Code Violations
06‐22‐2017 PRR 137_17 Johnson ‐ Correspondence between SLO &
Caltrans related to Avila Ranch & San Luis Ranch Development Projects
06‐23‐2017 PRR 138_17 Mohan ‐ Cost of New Entrance Sign at
Highland & Park or Improvement Lot
06‐26‐2017 PRR139_17 Mohan Tree Trimming Crew & Cycles
06‐26‐2017 PRR140_17 Stulberg ‐ Medical Records related to Traffic
Collision
06‐27‐2017 PRR 141_17 Krege ‐ Financial reports 1942‐48, 1951
06‐27‐2017 PRR 142_17 Schluter ‐ 2980 S Higuera plans ‐ roof loading
info
07‐05‐2017 PRR 143_17 Boyer ‐ 22N Chorro Building Permits and Fire
Records
07‐07‐2017 PRR144_17 Baskin ‐ Cal Poly ‐ SLO City Fire Contracts
07‐07‐2017 PRR151_17 Klinger ‐ Drycleaning Facility data
07‐10‐2017 PRR145_17 Weger ‐ Vehicle Fire on Cuesta Grade
07‐13‐2017 PRR146_17 Jacobs ‐ Asset Mgt request sureties
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019 07‐14‐2017 PRR147_17 Hanson ‐ Training Exercise 12‐14‐16
Public Records Requests 07‐14‐2017 PRR148_17 Hanson ‐ 12‐26‐15 prior requests
07‐17‐2017 PRR149_17 ‐ Village at Broad ‐ inspection, hazard, permit
history
07‐17‐2017 PRR150_17 ‐ Cal Fire Paso Robles Chimney Rock
07‐17‐2017 PRR151_17 Klingler ‐ Drycleaning Facility data
07‐20‐2017 PRR152_17 Vessely ‐ 1870 Mariano Lazcano original plan
07‐21‐2017 PRR153_17 Medrano ‐ Unresponsive Man 700 block
Higuera 10‐15‐16
07‐24‐2017 PRR162_17 Adams ‐ spec 91545
07‐25‐2017 PRR154_17 Legg ‐ Gialketsis
07‐25‐2017 PRR155_17 Bennetzen ‐ 1273 Laurel Lane
07‐27‐2017 PRR156_17 Horvath ‐ Ordinance concerning defaults or
foreclosures
07‐31‐2017 PRR157_17 Mancillas ‐ San Luis AZ info
07‐31‐2017 PRR158_17 McReynolds ‐ Traffic Calming in Anholm
neighborhood
08‐01‐2017 PRR159_17 Hartley ‐ Spec No 91430
08‐01‐2017 PRR160_17 Lewis ‐ Mustang Village Apartment Fire, hazard,
inspections, code
08‐07‐2017 PRR161 Weeden ‐ Purchasing records 4‐14‐17 to present
08‐08‐2017 PRR163_17 Maier ‐ Powers Correspondence
08‐14‐2017 PRR164_17 Kulick ‐ Code enforcement building color
08‐22‐2017 PRR165_17 Steel ‐ Chevron Tank Farm Development Fee
Info
08‐22‐2017 PRR166_17 Schultz ‐ Speed surveys for Johnson Ave
08‐22‐2017 PRR167_17 Wood ‐ Video of Higuera and Santa Rosa
08‐23‐2017 PRR168_17 Dancey ‐ 715 Higuera Building Permits
08‐29‐2017 PRR169_17 Costa ‐ Pacific Pismo Alley encroachment
permit
08‐31‐2017 PRR170_17 Bernal ‐ March 7 2016 Gonzales records
08‐31‐2017 PRR171_17 Zeventer ‐ Stop Sign Broad at Center
09‐01‐2017 PRR172_17 Scuri ‐ Traffic Routing Signage
09‐05‐2017 PRR173_17 Fleming ‐ Fire call 9‐3‐17 3960 S Higuera space
157
09‐05‐2017 PRR174_17 Fleming ‐ PD Noise call 9‐4‐17 3960 S Higuera
space 157
09‐05‐2017 PRR175_17 Stevens ‐Fire call 8‐26‐17 3960 S Higuera space
157
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019
09‐06‐2017 PRR176_17 Hanson ‐ 06‐19‐2017 Atascadero St Fire call
logs
Public Records Requests
09‐06‐2017 PRR177_17 Hanson ‐ 06‐19‐2017 Atascadero St Fire report‐
narrations
09‐06‐2017 PRR178_17 Hanson ‐ 06‐19‐2017 Atascadero St Fire ‐
additional narrations
09‐06‐2017 PRR179_17 Hanson ‐ 06‐19‐2017 Atascadero St Fire 911 call
time
09‐06‐2017 PRR180_17 Hanson ‐ 06‐19‐2017 Atascadero St Fire truck
logs
09‐07‐2017 PRR181_17 Morehouse ‐ 8‐19‐2017 Incident ‐ Lincoln Town
Car 3232 S Higuera
09‐07‐2017 PRR182_17 Mullen ‐ Host Compliance contract
09‐07‐2017 PRR183_17 Fleming ‐ 7‐31‐17 neighbor issue
09‐07‐2017 PRR184_17 Fleming ‐ 9‐5‐17 ‐ burning trash on deck ‐ 3960
S Higuera sp 157
09‐11‐2017 PRR185_17 Schmidt ‐ Broad and Chorro Bicycle MV
collisions
09‐11‐2017 PRR186_17 Ogren ‐ 3042 Grading and Drainage Plan
09‐11‐2017 PRR187_17 Hanson ‐ BC‐4 narrations for incident 16‐02821
09‐11‐2017 PRR188_17 Hanson ‐ audio records for incident 16‐02821
09‐13‐2017 PRR189_17Park ‐ Santa Barbara Ave ‐ Church St sewer
replacement
09‐15‐2017 PRR190_17 Ward ‐ Listing of checks
09‐15‐2017 PRR191_17 Wright ‐ 6‐21‐17 cardiac arrest event
09‐15‐2017 PRR192_17 Alcantara ‐ 04‐06‐2017 PD vehicle collision
09‐20‐2017 PRR193_17 Robledo ‐ 2‐10‐17 Bridge St Gas Leak
09‐20‐2017 PRR194_17 Johnson ‐ Laguna Lake ADA Trail 91388
09‐20‐2017 PRR195_17 Johnson ‐ 7126 Green St 91539
09‐21‐17 PRR203_17 Cohen
09‐21‐2017 PRR196_17 Barreto ‐ 2017 Noise Complaints
09‐26‐2017 PRR197_17 Five Brothers Mgmnt
09‐27‐2017 PRR198_17 Johnson ‐ 29 Prado
09‐27‐2017 PRR199_17 Swerdfeger Water Resource Facility
09‐29‐2017 PRR200_17 McQuaid Intersection of Higuera and Los Osos
Valley Rd
09‐29‐2017 PRR201_17 Johnson, Peter New Times Rental scam request
10‐05‐2017 PRR202_17 Washington ‐ 2959 Broad
10‐11‐2017 PRR204_17 Root ‐ Drycleaner data
10‐12‐2017 PRR205_17 Liang Tank Farm & Broad St Northwest Corner
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019
10‐16‐2017 PRR206_17 McGuinness ‐ PD logs ‐ incidents reports ‐ Pfarr
correspondence
Public Records Requests 10‐16‐2017 PRR207_17 Miller ‐ Damaged Pole Mt View 2015
10‐19‐2017 PRR208_17 Cohen ‐ Open space rescue data
10‐20‐2017 PRR209_17 ‐ Roenicke 3761 Orcutt records
10‐26‐2017 PRR210_17 Dancey ‐ 964 Higuera Permits including retro
fitting permits
10‐26‐2017 PRR211_17 Cloven ‐ 209 & 210 Environmental Site
Assessment records
11‐01‐2017 PRR212_17 Strohman ‐ 1417 Marsh st permints etc
11‐02‐2017 PRR213_17 Dancey ‐ Louisa's Place 964 Higuera
11‐02‐2017 PRR214_17 Dancey ‐ Andersen Hotel Apartments 955
Monterey
11‐02‐2017 PRR215_17 (Out of Order)
11‐02‐2017 PRR216_17 Levesque FD 1617 Operating budget & 1617 FD
call log Cal Poly
11‐03‐2017 PRR217_17 Andersen Cal Poly brush fire cause, responding
agencies & cost of suppression
11‐06‐2017 PRR218_17 Strohman ‐ Farrington letter
11‐13‐2017 PRR220_17 Pilow ‐ 3001 Bahia Court
11‐13‐2017 PRR221_17 Dewbre ‐ 71 Palomar
11‐20‐2017 PRR222_17 Kranjcec ‐ Purchasing records 08‐11‐2017 to
present
11‐21‐2017 PRR223_17 Young ‐ 71 Palomar
11‐22‐2017 PRR224_17 Bigoni ‐ Quiznos Sub 3975 S Higuera
11‐27‐2017 PRR225_17 Hobbs ‐ Foothill Blvd 45 ft E of Mustang
11‐28‐2017 PRR226_17 Andoli ‐ logs or reports concerning Shawn Nelly
11‐28‐2017 PRR227_17 Pratt ‐ RFP 91296 ‐ Project Mgt Software
11‐29‐2017 PRR228‐17 Romero ‐McKiernan Law
11‐29‐2017 PRR229_17 Bigoni ‐ Quizons Subs 799 E Foothill Blvd
11‐30‐2017 PRR230_17 Costa ‐ Pacific & Pismo Alley enchoachment
11‐30‐2017 PRR231_17 Nelson ‐ 1825 Monterey St. Bldg permits & fire
dept files
12‐01‐2017 PRR232_17 Trinidad ‐ Ferrini property tanks
12‐04‐2017 PRR233_17 539 Tidwell‐Meadors ‐ 539 Marsh St
12‐05‐2017 PRR234_17 Tidwell‐Meadors ‐ 539 Marsh St AULs or zoning
violations
12‐12‐2017 PRR246_17 McCall ‐ Records and Jail Mgt Software
12‐13‐2017 PRR247_17 Nazarchuk ‐ Procore Technologies use
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019
12‐15‐2017 PRR248_17 McLaughlin ‐ 5 Bars or SG Communicationss
agreements
Public Records Requests
12‐19‐2017 PRR249_17 Johnson ‐ MadonnaLOVR Rehabilitation Project
91511 bid documentation
12‐21‐2017 PRR250_17 Gomez ‐ Parking Enforcement Spec No 91495
12‐22‐2017 PRR251_17 Johnson ‐ Cannabis Communication
12‐28‐2017 PRR252_17 Velie ‐ CUPA data
12‐8‐2017 PRR235_17 Enriquez ‐ 889 Murray documents
12‐8‐2017 PRR236_17 Herda ‐ video of Mill‐Osos collision
12‐8‐2017 PRR237_17 Kushch ‐ FD report number vehicle collision in
AG
12‐8‐2017 PRR238_17 Hanson ‐ Bahia Court Fire reportr and narration
12‐8‐2017 PRR239_17 Hanson ‐Sub Fire 911 audio files
12‐8‐2017 PRR240_17 Hanson ‐sub fire trasmission audio recordings
12‐8‐2017 PRR241_17 Hanson ‐ Sub Fire ID audio and video
12‐8‐2017 PRR242_17 Hanson ‐Sub Fire mutual aid documents
12‐8‐2017 PRR243_17 Hanson ‐Sub Fire PD reports
12‐8‐2017 PRR244_17 Hanson ‐Sub Fire documentation provide to
National Fire Incident Reporting
12‐8‐2017 PRR245_17 Hanson ‐ reports and narrations of fire calls Jan 1
2017 to present
733 Higuera 6‐14‐2017
ACLU ‐ Asian Law Caucus 8‐14‐2017
Alanzia 11‐6‐2017
Berkeley ‐ 02‐28‐2017
Borland 6‐27‐17
Brandt 11‐02‐17
Brennler 8‐10‐2017
Collins ‐ 01‐11‐2017
Francis 02‐25‐2017
Hampton 01‐18‐2017
Hampton 02‐01‐2017
Hampton 02‐06‐2017
Hampton 02‐08‐2017
Hampton 02‐13‐2017
Hampton 03‐06‐2017
Hampton 04‐11‐2017
Hampton 06‐16‐2017
Hampton 6‐15‐17
Johnson ‐ 10‐10‐2017
Kamme 03‐08‐2017
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
General Administration/
Records Mgt ‐ 104 2017 2019 Kelly 03‐01‐2017
Public Records Requests Knibb
Matsuyama 4‐26‐17
McGuinness 10‐17‐2017
McKiernan ‐ 01‐26‐2017
Montero 05‐05‐2017
Morris ‐ 04‐04‐2017
Orcutt ‐ 04‐14‐2017
Parry 05‐11‐2017
Parry 5‐17‐2017
Pautz 5‐2‐17
Sookasian 7‐28‐2017
Velie ‐ Sheeler ‐ 11‐15‐2017
Velie 6‐12‐2017
City Management /
Commissions,
Committees, Boards ‐
302
Term
complete
2018 2023 ARB Knight, Daniel
Appointed AB members:
Applications, Oaths,
membership
communications
ARB, HRC Tasseff, Michelle
ARC‐Wynn, Greg
ATC‐Weisenthal, Howard
BAC Lopez, Layla
Council Comp ‐ Brett Strickland Application_2017
Council Comp ‐ Dale Stoker Application 2017
Council Comp ‐ Frank Guyton Application_ 2017
Council Comp ‐ John Ewan Application_2017
Council Comp ‐ Louise Justice Application_2017
Council Comp ‐ Louise Matheny Application_2017
HRC‐ Clayton, Robert
HRC Hughes, Samuel P.
HRC Raffish, Brett
HRC‐Michelle Tasseff
IOC Stewart, Shay
IOC, Barasch, Stephen
JHC‐Ulz, Eva Ann
MTC Wilson, Torina
MTC‐Lopez, Diego‐Christopher
MTC‐Thyne, Elizabeth
PB Guyton, Frank
PC Bisheff, Kim
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
City Management /
Commissions,
Committees, Boards ‐
302
Term
complete
2018 2023 PC Osterbur, Nicholas
Appointed AB members:
Applications, Oaths,
membership
communications PCC‐LeMieux, Jill
PCC‐Palazzo, Sasha
PC‐Malak, Ronald John
PRC Stewart, Shay
PRC‐Whitener, Jeff
REOC Tasseff, Ken
TBID Walker, Kimberly
TC‐Parker, Benjamin
City Management / 2021 2023 ARC Abbas, Kelley
Commissions,
Committees, Boards ‐
302
ARC Allen, Christopher
ATC Edwards, Tim
CHC Abbas, Kelley
CHC Castanon, Taylor
CHC Haddad, Mansour Sig
Applications (not CHC Hernandez, Janice
Appointed) HAB Amador, Gina
HAB Renahan, Jane Pearlman
HRC Benson, Louis
HRC James, Marshall
HRC Kekaha, Michele
HRC McNiff, Paden
HRC Mikulka, Devin
HRC Roudebush, Kris
IOC Halen, Tom
MTC Bharathur, Yogitha
PC Benson, Joe
PC Sharer, Justin
PC Singh, Karun Deep
PC Wynn, Greg
PCC Francis, Emily
PRC Blakey, Kaitlyn
PRC Castillo, A Rafael
PRC Guetschow, Michael
PRC Howe, Ryan
PRC Marshall‐Eminger, Sandra
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
RECORDS DESTRUCTION LIST
Original: City Clerk’s Office
Dept/DIV or Category
Current
in YEAR
DESTROY
YEAR DESCRIPTION
Cont. Applications (not TC Marshall‐Eminger, Sandra
Appointed) TC Ruiz, Chelsea
TC Yeo, Spencer
City Management /
Commissions,
Committees, Boards ‐
302 2021 2023 Recruitment Communications
Interview questions
Recruitment File Maddy Act postings
Unscheduled Vacancy notices
Interview schedules
recruitment advertising
Applicant Log
DocuSign Envelope ID: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
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 ADMINISTRATION101OFFICE 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 GC34040102OFFICE REFERENCE Annual Departmental Reports 5 Various GC34090 Certificates of Life5 Clerk GC34090 Chronological Files 2 Various GC34090 Community Organizations 5 Various GC34090 Complaints2 Various GC34090 General Information 2 Various GC34090 Positive Feedback (How are we doing? forms) 2 Various GC34090 Professional Associations 2 Various GC34090 Publications (journals, periodicals) D/R Various Not a public record. No "Request for Records Destruction" form is required. 103FORMS MANAGEMENT Blank FormsS Various No "Request for Records Destruction" form is required.104RECORDS MANAGEMENT Certificates of Destruction P Clerk GC34090 Legal record of final disposition of document. Public Records Requests 2 Various GC34090 Records Retention Schedule S+5 Clerk CCP 343200COMMUNITY DEVELOPMENT201CITY PLANNING Address FilesP Planning GC34090(a) Business Tax Certificates P Planning GC34090(a) Code Enforcement Files P Building GC34090(a) Microfilm after 5 years Construction FilesP Building GC34090(a) Microfilm immediately after final inspection Construction Permits (numeric) P Building GC34090(a) Microfilm one year after final inspection Home Occupation Permits P Planning GC34090(a) Inspection CardsP Building GC34090(a) Microfilm and retain original cards Notices of Address Change P Planning GC34090(a) Notices of Determination P Planning GC34090(a) Notices of Exemption P Planning GC34090(a) MicrofilmAE=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: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORDProject Files: Administrative Use Permit; Planning Commission Use Permit; Planned Development; Certificate of Compliance; Architectural Review; Architectural Review Minor and Incidental; Environmental Review; General Plan; Specific Plan; Text Amendment; Rezone; City Initiated Rezone; Annexation; Variance; Lot Line Adjustment; Street Name Change; OtherP Planning GC34090(a) Microfilm after 2 years Recorded Agreements: Residents/Covenants, Affordability, First-Time Home-Buyer, etc. P Clerk GC34090(a) (Filed under 704-06 in City Clerk's office in Housing Agreement section by property address.) Sign Inventory Files 2 Planning GC34090 Sign Permits2 Building GC34090 Tentative Tracts and Minor Subdivisions P Planning GC34090(a) Film after minimum of 10 years.* See Public Works for final maps. Unreinforced Masonry Files (structural analysis) P Building GC34090(a)300CITY 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 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: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORD Fixed Asset Subsidiary Ledger (includes inventory) AU+5 Finance & IT GC34090(c) / 26CFR301-65-1(f) Monthly Financial Statements AU+5 Finance & IT GC34090(c) Other Financial Reports AU+4 Finance & IT GC34090(c) State Controller Reports AU+10 Finance & IT GC34090(c) Surplus Property List AU+4 Finance & IT GC34090(c)500HUMAN RESOURCES Applications (unsuccessful applicants) CL+5 HR 29 CFR 30.8 / GC12946 Department of Motor Vehicles Records T+1 HR GC12946 Discrimination Complaint T+5 HR 29 USC 255 (a) Employee Discipline T+3 HR GC34090(c) Employee FilesT+5 HR 45CFR1068.6APPA / 29CFR1627.3 / SLOMC11.04.010(H) Employment Eligibility Verification - Immigration/Naturalization Service (I9 Form)T+3 HR GC34090(c) Equal Employment Opportunity Reports 3 HR GC34090(c) General Correspondence 2 HR GC34090 Insurance/Benefits AU+4 HR 29CFR1627.3(b)(2) Labor Negotiations T+3 HR GC34090(c) Risk Management Claims Against The City CL+5 HR GC34090 Risk Management Reports CL+5 HR GC34090 SafetyT+3 HR GC34090(c) Temporary Employees T+5 HR 45CFR1068.6APPA / 29CFR1627.3 / SLOMC11.04.010(H) Tuition Reimbursement AU+3 HR GC34090(c) Workers Compensation T+30 HR 29CFR1910.20600PURCHASING & CONTRACTING601PURCHASING Bids, RFPs (unsuccessful) CU+2 Various GC34090 / CCP337 / SLOMC3.24.170 Bids, RFPs, RFQs (successful) AU+5 Various GC34090 / CCP337 / SLOMC3.24.170 City-Owned Property/Property Management P Clerk GC34090(a) General Information 2 Various GC34090 Surplus Property Auction/Disposal AU+4 Finance CCP337 Surplus Property Listing AU+2 Finance GC34090700LEGISLATIVE AND LEGAL701LEGISLATIVE Affidavits of Publication CU+4 Various GC34090 Certificates of Posting CU+4 Various GC34090 Charters-Listed Numerically with Amendments P Clerk GC34090(e)/GC40806 Citizens’ Charter Committee P Clerk GC34090 Council OrdinancesP Clerk GC34090(e) Council Resolutions P Clerk GC34090(e) / GC40806 Grand Jury2 Clerk GC34090 League of CA Cities 2 Clerk GC34090 Legal Notices, Legal ads, and Display Ads CU+4 Various GC911.2; GC34090 Legislation: County, Federal, State 2 Clerk GC34090 Municipal CodeP Clerk GC34090(e) Database on City network/Keep one for historic value Notices of Adjournment 2 Various GC34090702ELECTIONAbsentee 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) ConfidentialAE=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: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORD 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) CIB Resolutions/Ordinances P Clerk GC34090(e) General Correspondence 2 Finance GC34090 MinutesP Clerk GC34090(e)707STATEMENTS OF ECONOMIC INTERESTAE=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: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9
CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE RECORD TITLETOTAL OFFICE RESPONSIBLE CODE SECTIONRETENTION FOR RETENTION AND REMARKSPERIODDISPOSITION OF RECORD 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 GC34090800PUBLIC WORKS801ENGINEERINGContractor Bids (not awarded) CL+2 Public Works GC34090 Exception: Federally funded: 3 year retention period or as required by the funding authority. Encroachment Permits CL+4 Public Works GC34090 Engineering Standards P Public Works GC34090(a) General Correspondence 2 Public Works GC34090Job Files: Certified payroll; pay estimates; original bid documents; legal ads; preliminary notices/liens; engineer's daily logs or inspector's diaries; DAS13CL+2 Public Works GC34090 Federally funded or as req'd by the federal authorityJob Files:Org. specials w/autocad drawings, photos/video tapes for historic value; agrmnts; CMR/CAR; change orders; env docs; final pay est. w/attach; notice completion; haz waste manifests/transp docs; ins certs; perform bonds; proposals; spec reports (haz mat, bio, soils), submtls (matls, draw), warranty, as-built daily logs or inspectors' diaries; bids/plans/specsP Public Works GC34090 Final Tracts and Minor Subdivisions (includes subdivision improvement agrees; development agrees; in-lieu agrees)P Public Works GC34090(a) Film after minimum of 10 years*. See Community Development for Final maps802STREET ADDRESS FILES General Information 2 Public Works GC34090 Street Files10 Public Works GC34090803MASS TRANSPORTATION General Information 5 Public Works GC34090 Local-SLO Municipal Bus System CU+10 Public Works GC34090 Regional Elderly/Handicapped Transit CU+2 Public Works GC34090 TaxicabsCU+5 Public Works GC34090 Transportation Permits CU+2 Public Works GC34090 Unmet Transit Needs CU+10 Public Works GC34090804PARKING Downtown Parking Study P Public Works GC34090 General Information 2 Public Works GC34090 Parking Appeals CU+2 Public Works GC34090 Parking Citations CU+2 Public Works GC34090 Parking Meters CU+5 Public Works GC34090 Parking Policies CU+5 Public Works GC34090 Ridesharing/Car Pool Program CU+5 Public Works GC34090806DISTRICTS Assessment Districts CL+10 Public Works/Clerk GC34090 Note: original 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 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: 879432D5-E3D6-4E4B-87DC-35A4385AF9D9