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HomeMy WebLinkAboutPW Destruction - 05.14.25City of San Luis Obispo, Public Works, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7200, slocity.org DATE 05/14/2025 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: BFE1D516-1017-4430-BDEE-0C53262915A0Docusign Envelope ID: D88F0683-D703-4C62-AA04-E121C129CC15 5/21/2025 | 8:53 AM PDT Attachment A (Records Destruction List) Capital Improvement Plan Project Name and Spec # Current in YEAR Destroy OK DATE Records Eligible for Destruction Waterline Replacement Various Locations 2016, Spec. No. 91436 2016-2019 06/27/2021 Printing order forms, pay estimates (not final), non-awarded bids, cover letter (for bonds & insurance certificate), preliminary notices, pre-construction meeting sign-in sheet, check collection forms, proof of publication, mandatory planholder information form PG&E Relocation for Meadow Park Pedestrian Bridge Project, Spec. No. 91518A 2018-2019 03/27/2021 Pay estimates (not final), contractor’s W-9, pre-construction meeting sign-in sheet, general correspondence Pickleball Courts, Spec. No. 91563 2019 09/09/2021 Pay estimates (not final), progress pay request, Contract Bond General Status Inquiry (general correspondence), non-awarded bids, printing order form, proof of publication, transmittal cover sheet (for agreement, insurance, and bonds) City Hall Chiller Replacement, Spec. No. 91568 2018-2019 06/27/2021 Pay estimates (not final), non-awarded bids, printing order forms, preliminary notices, proof of publication, resident engineer’s daily inspection reports, pre-construction meeting sign-in sheet, general correspondence (e-mails) Hathway Street Light, Spec. No. 91916A 2019 11/15/2021 Pay estimates (not final), pre-construction meeting sign-in sheet Railroad District Boardwalk Replacement, Spec. No. 91615 2018-2019 06/26/2021 Certified payroll, preliminary notices, pay estimates (not final), non-awarded bids, transmittal cover sheet (for bonds), proof of publication, printing order forms, resident engineer’s daily inspection reports, pre-construction meeting sign-in sheet Foothill Pipe Burst, Spec. No. 91640 2019 12/11/2021 Certified payroll, pay estimates (not final), non-awarded bids, preliminary notices, transmittal cover sheet (for insurance and bonds), pre-construction meeting sign-in sheet Docusign Envelope ID: BFE1D516-1017-4430-BDEE-0C53262915A0Docusign Envelope ID: D88F0683-D703-4C62-AA04-E121C129CC15 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: BFE1D516-1017-4430-BDEE-0C53262915A0Docusign Envelope ID: D88F0683-D703-4C62-AA04-E121C129CC15