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HomeMy WebLinkAboutPW Destruction - 03.25.25City of San Luis Obispo, Public Works, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7200, slocity.org DATE 03/25/2025 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: 47A19617-ED23-4DA6-99B8-24C94ADD5473Docusign Envelope ID: A3CFDF66-9930-4746-B38A-AF90DE4D5000 4/15/2025 | 6:33 PM PDT Attachment A (Records Destruction List) Capital Improvement Plan Project Name and Spec # Current in YEAR Destroy OK DATE Records Eligible for Destruction Broad Street/Woodbridge Pedestrian Hybrid Beacon, Spec. No. 91609 2020- 2021 12/15/2023 Proof of Publication, Preliminary Notices, Certified Payroll, Pay Estimates (not final) Fire Station 1 HVAC Replacement, Spec. No. 91647 2020- 2021 08/31/2023 Proof of Publication, Preliminary Notices, Pre- Construction Meeting Sign-In Sheet, Non-Awarded Bids, Certified Payroll Sinsheimer Irrigation & Stadium Drainage, Spec. No. 91658 2021 11/01/2023 Certified Payroll, Proof of Publication, Non-Awarded Bids, Preliminary Notices Job Order Contract 2019 – Striping, Curb Painting, and Signage Maintenance, Spec. No. 1000019 2019- 2020 2023 (project cancelled; no NOC filed) Check Collected Memo, Pre-Construction Meeting Sign- In Sheet, Proof of Publication, Certified Payroll, Preliminary Notices Meadow Park Pathways Maintenance, Spec. No. 1000021 2021 12/17/2023 Pre-Construction Meeting Sign-In Sheet, Proof of Publication, Preliminary Notices, Worksheet for Bid Opening, Non-Awarded Bids, Certified Payroll Fire Station #1 Air Compressor Replacement, Spec. No. 1000045 2021 06/23/2023 Pre-Construction Meeting Sign-In Sheet, Proof of Publication, Certified Payroll Docusign Envelope ID: 47A19617-ED23-4DA6-99B8-24C94ADD5473Docusign Envelope ID: A3CFDF66-9930-4746-B38A-AF90DE4D5000 Rev . 02-24-2025 CITY OF SAN LUIS OBISPO RECORDS RETENTION SCHEDULE page 8 of 14 TOTAL OFFICE RESPONSIBLE FOR CODE SECTION REMARKS (and/or notes pertaining to retention time RECORD TITLE RETENTION AND PERIOD DISPOSITION OF RECORD establishment) Housing Agreements (Includes recorded and other related agreements) p Clerk, COD GC34090(a) Joint Powers Authorities CL+10 Clerk GC34090 Lease Agreements of Real Property (long-term; i.e ., more than five years) CL+5 Clerk GC34090 I CCP337 Liens p Clerk GC34090(a) Public Art Agreements p Clerk, Finance GC34090 Recorded Documents (Abandonments , Deeds, Easements, Reconveyances) p Clerk, COD GC34090 Williamson Act Contracts p Clerk, COD GC34090(a) 706 CAPITAL IMPROVEMENT BOARD CIB Agreements/Contracts p Clerk CCP337 / GC 34090 CIB Establishment/Bylaws p Clerk GC34090 CIB Resolutions/Ordinances p Clerk GC34090(e) Minutes p Clerk GC34090(e) 707 STATEMENTS OF ECONOMIC INTEREST & AGENCY PAYMENT REPORTS Designated Filers -Statements of Economic Interest (87200 Filers) CY+7 Clerk GC81009(e) City Code Filers -Statements of Economic Interest (Form 700) CY+7 Clerk GC81009(e) FPPC Payment (Forms 801 & 802) & Compensation (Form 806) reports CY+7 Clerk GC 81009 FPPC Reports, Form 801, 802, 803, 804, 806 (For Campaign disclosure CY+7 Clerk GC 81009, 84615, 18944, 18944.1 statements, see section 702) 709 PUBLIC INFORMATION/COMMUNITY RELATIONS Consumer Price Index (CPI) affidavits CY+2 City Clerk GC34090 Press Releases / Media Events CY+2 Various GC34090 Social Media Records CY+2 Atty GC34090 71 O General Appeals !Administrative Citation Appeals -filing only I CY+2 I Clerk IGC34090 800 PUBLIC WORKS 801 ENGINEERING - Contractor Bids (not awarded) CL+2 Public Works GC34090 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 GC34090 Job Files : Certified payroll; pay estimates; original bid documents; legal ads; CL+2 Public Works GC34090 Federally funded or as req'd by the federal authority preliminary notices/liens; engineer's daily logs or inspector's diaries; DAS13 Project 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 p Public Works GC34090 I CCP337 bonds; proposals ; spec reports (haz mat, bio, soils), submtls (matls, draw), warranty, as-built plans, bids/plans/specs 802 STREET ADDRESS FILES File category eliminated 2025 as all files listed here are copies . 803 MASS TRANSPORTATION I Local-SLO Municipal Bus System -Studies I CY+10 I Public Works IGC34090 AE=After Expiration AU=Audit CL=Closed/Completed CY=Current Year E=After Election P=Permanent S=Superseded T=Termination Docusign Envelope ID: 47A19617-ED23-4DA6-99B8-24C94ADD5473Docusign Envelope ID: A3CFDF66-9930-4746-B38A-AF90DE4D5000