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HomeMy WebLinkAboutPW Destruction - 04.22.25City of San Luis Obispo, Public Works, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7200, slocity.org DATE 04/22/2025 TO: Matt Horn, Public Works Director City Attorney City Clerk FROM: CIP Engineering Records Custodian, Brian Nelson, Deputy Director/City Engineer SUBJECT: REQUEST FOR RECORDS DESTRUCTION On April 24, 2001, the City Council adopted a Records Retention Policy for preservation, protection, and legal disposition of the City’s Records (Resolution No. 9174, 2001 Series), along with a Records Retention policy and schedule update process. In accordance with the currently published policy and schedule, certain records have been identified as eligible for destruction (Attachment A). Also attached are the relevant sections from the currently published records retention schedule (Attachment B). The method of destruction disposal will be via recycling or secure destruction. Please sign below indicating your approval for the destruction of the attached listing of records. (Legal Analyst Review _________) Department Head City Attorney City Clerk CERTIFICATE OF DESTRUCTION I, _____________________do hereby certify that the records listed on the attached were properly disposed of on ____________. Attachments: A. List of records to be destroyed B. Relevant sections of the records retention schedule Signature of Record Custodian Destruction Date Initials Docusign Envelope ID: EBD1A88C-7F81-4B28-B25F-EF320CF13A05Docusign Envelope ID: 6E99C3D4-3B5A-46F5-8A44-45C9B1996A1E 4/23/2025 | 9:51 AM PDT Attachment A (Records Destruction List) Capital Improvement Plan Project Name and Spec # Current in YEAR Destroy OK DATE Records Eligible for Destruction Mission Plaza Camera – 2019, Spec. No. 1000096 2019-2020 03/20/2022 Proof of publication, printing order form Bridge Deck Maintenance 2020, Spec. No. 1000115 2020 08/13/2022 Proof of publication, worksheet for bid opening, non-awarded bids Meadow Park Pedestrian Bridges Replacement Project, Spec. No. 1000017 2019-2020 04/20/2022 Pre-construction meeting sign-in sheet, pay estimates (not final), draft of Daily Extra Work Report 1/21/20, kick-off meeting sign- in sheet, preliminary notices, printing order form, certified payroll, proof of publication, non-awarded bids Council Chamber Audio/Video Replacement, Spec. No. 1000120 2019-2020 04/08/2022 Pay estimates (not final), resident engineer’s daily inspection reports, non-awarded bids, proof of publication, pre-bid walk- through sign-in sheets, pre-construction meeting sign-in sheet Silt Removal 2020, Spec. No. 1000133 2020 10/08/2022 Proof of publication, worksheet for bid opening, non-awarded bids, certified payroll, transmittal cover sheet (for payment & performance bonds) City Facilities HVAC Replacement, Spec. No. 1000139 2020 12/08/2022 Pay estimates (not final), resident engineer’s daily inspection reports, building permit application, receipt for key issuance, pre- construction meeting sign-in sheet, proof of publication, worksheet for bid opening, preliminary notices, non-awarded bids Anholm Neighborhood Crack Sealing Project, Spec. No. 1000148 2020 08/13/2022 Pay estimates (not final), pre-construction meeting sign-in sheet Open SLO: Higuera Bike Lane, Spec. No. 1000155 2020 09/10/2022 Certified payroll Open SLO: Monterey Bike Lane, Spec. No. 1000155B 2020 09/10/2022 Certified payroll 405 Foothill Storm Drain Repair, Spec. No. 1000156 2020 08/11/2022 Preliminary Notices Bullock Lane CMP Replacement, Spec. No. 1000166 2020 12/15/2022 Worksheet for bid opening, proof of publication, non-awarded bids, preliminary notices, certified payroll City Hall Meeting Room Tenant Improvements, Spec. No. 1000055 2022-2023 04/20/2025 Pre-bid walkthrough sign-in sheet, proof of publication, preliminary notices Docusign Envelope ID: EBD1A88C-7F81-4B28-B25F-EF320CF13A05Docusign Envelope ID: 6E99C3D4-3B5A-46F5-8A44-45C9B1996A1E Rev. 03-24-2025CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULEpage 11 of 17RECORD TITLETOTAL PERIODOFFICE RESPONSIBLE FOR RETENTION AND DISPOSITION OF RECORDCODE SECTION REMARKS (and/or notes pertaining to retention time establishment)800 PUBLIC WORKS801 ENGINEERINGContractor Bids (not awarded) CL+2 Public WorksGC34090 Exception: Federally funded: 3 year retention period or as required by the funding authority (see Federal Acquisition Regulation 4.703) Engineering Standards P 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 authorityProject Files: Original specials w/autocad drawings, photos/video tapes for historic value; agreements; 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 plans, bids/plans/specsP Public Works GC34090 / CCP337802 STREET ADDRESS FILESFile category eliminated 2025 as all files listed here are copies.803 MASS TRANSPORTATIONLocal-SLO Municipal Bus System - Studies CY+10 Public Works GC34090 Americans with Disabilities Act (Title 6 policy and ADA complaints and requests for accommodations)CY+4 Public Works GC34090Taxicabs, Transportation Network Companies CY+5 Public Works GC34090 Unmet Transit Needs (SLOCOG report on future development of FTIP) CY+10 Public Works GC34090 Federal Transit Grants A/E + 3 Public Works CFR 49, After Federal Transit Administration Triennial Review. State Transit Grants per contract Public Works GC34090 804 PARKINGParking AppealsCY+5 Public Works GC34090Parking CitationsCY+5 Public Works GC34090Parking PoliciesS+5 Public Works GC34090Parking Structure Video Monitoring CY+1 Public Works GC34090.6(a)806 DISTRICTSBenefit DistrictsCL+10 Public Works/Clerk GC34090 Note: original documentation in City Clerk's OfficeUnderground Utilities T+10 Public Works GC34090807 SURVEYINGGeneral Information (survey notes, vertical benchmarks, horizontal datum calibration, etc., does not include project application materials submitted prior to approval ) (County holds permanent record for real property)CY+2 Public Works GC34090808 MAPPINGAerial Photos (pre-1990 physical pictures) (otherwise see 901 Data Backups, GIS related files)P IT GC34090 (determined to be of historic value)AE=After Expiration AU=Audit CL=Closed/Completed CY=Current Year E=After Election P=Permanent S=Superseded T=TerminationDocusign Envelope ID: EBD1A88C-7F81-4B28-B25F-EF320CF13A05Docusign Envelope ID: 6E99C3D4-3B5A-46F5-8A44-45C9B1996A1E