HomeMy WebLinkAboutReso 21-2005 RESOLUTION NO. 21-2005
CITY COUNCIL, CITY OF SOUTH SAN FRANCISCO, STATE OF CALIFORNIA
A RESOLUTION AMENDING THE CITY'S RECORD RETENTION
SCHEDULE
WHEREAS, staff recommends that the following items are added, amended, or deleted from
the City of South San Francisco Record Retention Schedule as adopted by Resolution 74-2003.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of South San
Francisco that the City Council hereby amends the City's Record Retention Schedule to include the
following changes as reflected in the revised Record Retention Schedule attached hereto.
Elections:
Add (Pg 2) · Nomination Papers Citation:
GC81009(b)
General Subiect:
Add (Pg 3) · Open Meetings Act; logs and
other documentations
Add (Pg 3) · Reports from other agencies
Modify (Pg 4)
· Agenda Staff Reports
2Y
When no longer
needed
From 2Y to 5Y
when LaserFiched
Planning:
Add (Pg 10) · Case files, Planning & Zoning
Notice of findings
Finance
Delete (Pg 12)
Human Resources:
Add (Pg 15)
Add (Pg 15)
Modify (Pg 16)
· Register; labor costs by employee &
program
· Cai OSHA Log; Forms 300, annual
summary & 301 Incident Report
· Billings (medical/dental)
· Recruitment
P
T25
25Y
From 3Y to 5Y
Police:
Modify (Pg 24)
· Courtesy Notice of Violation
From "C" to 1Y
I hereby certify that the foregoing Resolution was regularly introduced and adopted by the
City Council of the City of South San Francisco at a regular meeting held on the 23rd day of February
2005 by the following vote:
AYES: Councilmembers Richard A. Garbarino, Pedro Gonzalez, and Karyl Matsumoto,
and Mayor Pro Tem Joseph A. Femekes
NOES: None.
ABSTAIN: None.
ABSENT:
Mayor Rayrnond L. Green
ATTEST:
' ~ - -City Clerk
Exhibit "A"
CITY OF SOUTH SAN FRANCISCO
RECORDS RETENTION
$CHEDUL
2003
Adopted by Reso #74-2003, August 13, 2003
REVISED 2/23/05
LEGEND
Records Retention
A ~
Ad =
Au =
C
CI =
DOB =
E =
L =
O =
P =
S ~
Active (while a document or work is still in progress)
Adoption date
Audit (an audit is performed at he end of each fiscal year - to be
completed by 12/31)
Current (current year, any record or file that is made within the current
calendar year; the retention period begins the first day of the following
year, i.e., C+2 means a record created in 1998 plus the next two calendar
years would be eligible for destruction in 01/01/01).
Closed (completed)
Date of Birth
Election date
Life
Obsolete
Permanent (the record is determined to be of permanent value to the City;
original records affecting the title of real property or liens thereon,
minutes, resolutions, ordinances)
Supersede (only retain the current version; once that version has been
revised the older version should be destroyed to eliminate any confusion)
Termination (upon termination of contract, employment or case files
which may cross multiple years)
CITATIONS
B&P = California Business & Professional Code
CAC = California Administrative Code
CCP = Code of Civil Procedure
CCR = Code of California Regulations
CEQA = California Environmental Quality Act
CFR = Code of Federal Regulations
EC = Elections Code
EL = California Elections Code
FMLA = Family & Medical Leave Act, 1993
GC = California Government Code
H&S = California Health and Safety Code
HUD = Housing and Urban Development
OSHA = Occupational Safety & Health Agency
PC = California Penal Code
POST = Police Officers Standards Training
UFC = Uniform Fire Code
USC = United States Code
WIC = Welfare & Institutions Code
Page 1
RECORDS RETENTION SCHEDULE
ADMINISTRATION
Administration
Records Series Title Retention Citation Remarks
ELECTIONS
Applications, Absentee E+6 months EC17505; From date of election
Ballots and Envelopes EC17302
Ballots E+6 months EC17302 From date of election; ballots submitted to
precincts/City Clerk that were not used -
unless contested (EC17302c) retention by
court order
Ballots - Prop 218 6 mo EC17302 Property related fees (Assessment Ballot
(Assessment Districts) proceeding). Consistent with retention for
election ballots; Statewide guidelines
propose permanent-California Constitution
Article XIII
Calendar (Elections) E+2 GC34090 Calendar that is prepared by City (County's
election calendar is retained until no longer
required)
Candidate Statements E+4 GC34090 Statements printed in the sample ballots
(Successful candidates) See desc. retained permanently - historic purposes;
E+4 for unsuccessful candidates
Certificates of Election T+4 GC34090 Received from SM County
Fair Political Practices:
Campaign filings for elected P GC81009(b)(g) FPPC Filings (400 series) (must keep paper
city officials copy for C+2 years if LaserFiche'd)
Campaign filings E+5 GC81009(b) Not elected
Campaign filings E+7 GC81009 All other committees
Statement of Economic T+4 GC81009(f)(g) FPP(~ Filings (700 series) original filed with
Interest Per Sec 87200 State
Statement of Economic C+7 GC81009(e)(g) FPPC Filings (700 series) original filed with
Interest City Clerk by "designated employees";
Candidates not elected = E+5 (GC81009(b))
FPPC blank forms, manuals C+5 GC34090
Historical documents re: P GC34090 History of elections, sample ballots,
elections certificates of destruction, other resolutions
re: elections
Maps, Precincts/Voter E+2 GC 34090; EC17501,
Information 17301
Nomination Papers:
Successful E+4 EC17100
Unsuccessful E+2 GC81009(b)
Notifications and Publications E+2 GC34090 Proof of publication or posting, certification
and listing of notice of posting; copy of
newspaper notice and certification of offices
to be voted for at forthcoming election
Oaths of Office T+6 GC 36507, 34090; Elected Officials, all City officers, includes
29 USC 1113 employees, Boards & Commissions
Petitions E+8 months EC17200, 17400; GC From date of election; Initiative, referendum,
7253.5; EC 14700 + recall
GC3756.8
Precinct Records E+6 months EC17503 From date of election: Precinct official
material; declaration of Intention, precinct
board member applications, orders
appointing members of precinct boards and
designating polling places. Includes notice
of appointment of office and record of
service
Voter Indexes E+5 EC17300 Supplied by SM County (includes
destruction of CDs or DVDs
Page 2
Admin (Continued)
Records Series Title Retention Citation Remarks
GENERAL SUBJECT
Bids, RFQ's, RFP's:
Successful AU+5 GC34090; CCP337 Requests for Qualifications; Request for
Unsuccessful C+2 GC25105-1; Proposals regarding goods and services
GC34090
Biographies When no GC34090 Bios on Council city officials
longer (CCA C recommends C+2)
required
Books, Technical When no GC34090
longer
required
Budgets, Operating and When no GC34090 Department copies
Capital Improvement longer
required
Contractual Agreements C+5 GC34090 Working files - not originals (originals
maintained in City Clerk's Office)
Copies or duplicates of When no Documents distributed to vadous
records for which a longer departments for informational purposes may
department is not the office of required be destroyed by the department when no
primary responsibility longer required for reference purposes
Correspondence C+2 GC34090(d) Correspondence includes memos, message
logs, notes, chren files, bulletins, comment
cards, misc. docs
(Documents stored on computer are treated
with same retention as if it were a piece of
paper)
Correspondence/Reports See desc. Retention for Correspondence related to a
report will depend on retention of report.
Preliminary drafts, notes and inter-office
memoranda are to be destroyed upon
completion of a project.
Employee Time Sheets C+2 GC34090 Departmental working files
Equipment T+I GC34090 Owners' manuals; service/maintenance
information; purchase information and
correspondence & backup data
Forms C
General Subject C+2 GC34090 Internal working files, including
correspondence; files will be reviewed
annually, some may require retention longer
than prescribed here.
Goals and Objectives C+2 GC34090 Departmental goals and objectives
Open Meetin~ls Act C+2 GC34090 Logs, documentation
Payroll Time Sheets C+2 GC34090; GC6250 Maintained by departments; for preparation
of time cards that are submitted to Finance
Plaques, scrapbooks, flags, ~ Histodc value
photographs, street maps,
significant sister city records
Reports:
Departmental C+2 GC34090 Special/final summary, review or
evaluation
Staff C+2 GC34090 Non-agenda related, includes
supporting documentation
Other Agencies Non-records/when no longer required
Special Projects C+2 GC34090
Subscriptions/publication O Destroy when no longer relevant
(non-city) (Obsolete)
Support Services C+2 GC34090 Reproduction; printing; postal/mailing
services, other internal resources
Travel Records C+2 GC34090
Page 3
Admin (Continued)
Records Series Title Retention Citation Remarks
LEGAL/LEGISLATIVE
Agendas C+2 GC34090 Original agendas and special meeting
notices, including certificates of posting,
original summaries, odginal communications
and action agendas for Council, Boards and
Commissions. (Agendas are incorporated
into the minutes.)
Agenda Staff Reports P GC34090(d) Orig. documentation received, created
(Master, Subject Files) and/or submitted to Council
(C+2-5 orig. when LaserFiche; keep P on
LaserFiche)
Appeals, Civil C+3 CCP 583.320(a)(3);
GC34090
Applications for Board & GC34090, GC40801 Includes back-up material, resumes, and
Commissions: letters
Selected T+5
Not Selected C1+2
Articles of Incorporation P GC34090; CCP337.2
Case Log C1+7 CCP 337.2; 343 From close of cases listed; chronological
listing of cases
Case Records - (High Profile) P GC6254 Significant cases, which have importance/or,
set legal precedence. Includes logs,
complaints, court orders, motions, notes,
briefs
Case Records (Routine C1+7 42 USC s1983 Includes logs, complaints, court orders, motions,
and completed) notes, briefs, closing statements (unless minors-3
years after attaining 18) - Litigation, complaints,
and/or claims suspend normal retention periods
(retention begins after settlement).
Contractual Agreements: CCP337.2,343,
Excluding Capital p GC53066, B&P7042.5 Includes leases, equipment, services or
Improvement PU7685; 48 CFR:2 supplies.
HV64066;
Includes Capital p 2.08.110, GC37090a;
4004; H&S 19850 Construction
Improvement
Contractual Agreements and P CCP 337,337.1(a), For the removal of toxic/contaminated soil
all related documents 337.15, 343; GC from City property
34909
Index, Attorney Case L GC6254 Including notations on activities related to
case
Legal Advertising C+4 CCP 343, 349 et seq; Includes public hearing notices, legal
GC 911.2; GC34090 publications
Logs, Attorney Service C+2 GC34090 Service request, summaries of monthly
Request requests
Minutes P GC34090 (d); Official minutes and hearing proceedings of
GC36814; GC40801 governing body or board, com'n or com'tee
Notices, Meeting C+2 GC34090.7, Special Meetings
54960.1 c(1 )
Opinions S+2 GC34090; GC6254 Confidential
Ordinances P GC34090(d) 40806 Municipal Code
Petitions C+2 GC50115; GC6253 Submitted to legislative bodies
Resolutions P GC34090(d) Legislative actions
40801
Summons, subpoenas: C+2 GC34090 Originals retained at department; copies
request for information or retained until no longer required.
personal appearance
Tapes, AudioJideo C+2 GC34090.7 When used for minute preparation; kept
longer if there's potential litigation.
Page 4
Admin (Continued)
Records Series Title Retention Citation Remarks
CITY CLERK
Assessment Districts P GC34090 Original documentation
Assessment Rolls C+5 Received from County once a year
Council packets C+2 GC34090
Deeds P GC34090 City owned property
Insurance policies & P GC34090 For protection from litigation
cedificates - liability
Inventory, Records C+2 GC34090; 80 OPS Inventory of non-current or inactive records
Atty. Gen. 106 holdings and location, indices. Tapes may
be recycled
Municipal Code P GC34090 Supplements included
Passport transmittal logs Au+4 GC34090 Consistent with cash receipts
Public Records Request C1+2 GC34090
Records Management C1+2 GC34090 Document includes retrieval, transfers -
inactive
Records Management P GC34090 Documentation of final disposition or records
Disposition Certification
Records Retention S+4 CCP 343 Schedule/guidelines
POLICIES & PROCEDURES
General Administrative S+2 GC34090; All city policies and procedures, instructions
40801
Policy, Council/ S+2 GC34090 Policies, directives rendered by Council not
Proclamations assigned a resolution or ordinance number
PUBLIC INFORMATION
Brochures, publications, S+2 GC34090
newsletters, bulletins,
schedules
Calendar, City C+2 GC34090
Media Relations C+2 GC34090 Includes cable, newspaper, radio, message
boards, presentations
RISK MANAGEMENT
Accident Reports - City C+7 29 CFR 1904.2; 29 Reports and related records
Assets CFR 1904.6
Bonds, Insurance P CCP 337.2; 343 Bond and insurance policies insuring city
property and other assets
Claims, Damage C1+5 GC34090; City Attomey retains original - Paid/Denied
GC25105.5 Litigation, complaints, and/or claims
suspend normal retention pedods (retention
begins after settlement)
Incident Reports C1+7 29 CFR 1904.2; 29 Theft, arson, vandalism, property damage or
CFR 1904.6 similar occurrence (excluding fire/law
enforcement) (includes incidents occurring
on City property)
Insurance, Joint Powers P GC34090 Accreditation/MOU's/agreements, agendas
Agreement (C+5 when LaserFiched)
Insurance, Certificates P GC34090 Insurance certificates filed separately from
contracts, includes insurance filed by
licensees
Insurance, Liability/Property P GC34090 May include liability, property, Certificates of
Participation, deferred, use of facilities
(C+5 when LaserFiched)
Insurance, Workers P GC6410; 29 CFR Indemnity; PERS - working files - originals
Compensation 1910.20 with Administrator
Photographs, Negatives, Film C+2 GC34090
Risk Management Reports Cl+5 OMB 1220-0029; 29 Federal OSHA Forms; Loss Analysis
CFR 1904.4; Report; Safety Reports; Actuarial Studies
GC34090
Page 5
RECORDS RETENTION SCHEDULE
COMMUNITY DEVELOPMENT
Community Development
Records Series Title Retention Citation Remarks
ADMINISTRATION
Benchmark Data C+2 GC34090d Horizontal, vertical & control
Bids & Proposals C+2 GC34090d
(Unsuccessful)
Bids & Proposals (Successful) Cl+10 GC34090d Represents completion of all terms of
the executed contract or agreement with
the organization submitting the
successful bid or proposal.
Bonds:
Development P CCP 337.5 Housing; Industrial Development
Security P GC34090 Documentation created and or received
in connection with the performance of
work/services for the city, or for the
parcel maps and subdivision work
Code Books P GC34090e National Electrical Code, Uniform
Building, Mechanical, Plumbing &
Supplements
Committees C+5 GC34090 Member lists, minutes/agendas,
informational material, reports
Drawings, Project Plan L GC34090d Does not include those usually filed with
case, project or permit
Franchises P GC65864, 65869.5, Including subdivision agreements,
34090 CCP337.2, contracts for sale or purchase of
343; AC16023 property, cable, grant of easements
and/or involving construction of
improvements
General Subject CI + 2 GC 34090 Internal working files including
correspondence
Historic Preservation Inventory P GC34090d Histodc Structures & Landmarks
Historic Preservation Commission P To Historic Resource property owners
Grants
Incident Reports C+2 GC34090d Emergency call-outs
Master Plans P GC34090 Special or long range program plan for
municipalities - coordination of services;
strategic planning
Photographs - Aerial S+2 GC34090d Aerial photographs
Project Files (Case Files) P GC34090a; Pertains to real property, new
H&S 19850; 4003, construction, storefront improvements,
4004 rehabilitation projects, and promotions.
May include blueprints, drawings, maps,
photos (including negatives) plans,
reports, evaluations, correspondence,
uses, permits, variances, studies,
appeals, compliance certificates,
preliminary notices, lot line adjustments
or other planning-related matters
brought before the legislative body
Reports, Activity C+2 GC34090 Periodic
Seismic Retrofit Program P GC34090a Includes Certificates of Compliance
Page 6
Community Development
(Continued) Retent Citation Remarks
Records Series Title ion
BUILDING
Address/permit files P A-Zita, contains finalized permit
information
Blueprints of city owned property/buildings P
Certificates of Occupancy L GC34090a Compliance, elevation, occupancy which
affect real property
Construction drawings, Specifications C1+2 GC34090d Submitted by contractors with application
never issued for permit never issued.
Flood Records C+2 GC34090
Inspection P GC34090d Correspondence, fees, appeal requests,
reports
Logs C+5 GC34090 Logs, registers or similar records listing
permits, certificates of occupancy issued;
may include inspection, building activity,
daily, plan check, utility
Microfilm - Property History P
Plan Check Files P GC34090a; 4003; Commercial and residential construction,
4004; H&S 19850, tenant improvements - room additions,
19853 spa, signs, block wall, remodel including
security bonds
Projects, not completed or denied 180 GC34090d Uniform Admin Code, Sec 303.4; permit
days expires, and Sec. 304.4 plans expire
after
approv
ed
Receipts for payment P Manually prepared
Signs (Temporary) S+2 GC34090d Home occupations, off-premise signs
Street Names and House Numbers P GC34090a Street dedications, closings, address
assignment/changes
ENGINEERING
Capital Improvement Project Plans P GC34090 Infrastructure - streets, curbs, gutters,
sidewalks, storm drains, water, sewer,
parks
Capital Improvement Projects C1+10 CCR337.15 Supporting documents including bidders
list, specifications, reports, plans, work
orders, schedules, etc.
Capital Improvements, Construction- P 2.083110; GC34090a; Contains records re: Planning, design,
Municipal Facilities 4004; H&S 19850; construction, conversion or modification
of local government-owned facilities,
structures & systems
Construction Tracking Daily P CCR337.15 Daily Tracking
Drawings, Traffic Control Plan P GC34090a Signs, signing & striping, road
construction
Flood Control C1+2 GC34090d Storm Drains
Maps & Plats P GC34090a Engineering & field notes and profiles;
cross-section of roads, streets, right-of-
way, bridges; may include annexations,
parks, tracts, block, storm drains, water
easements, bench marks, trees, grading,
landfill, fire hydrants, base maps, etc.
Permits:
Encroachment P GC34090
Improvement C+2 GC34090 May include curbs, sidewalks;
Applications for excavation, fill, alterations
Oversize Load C+2 GC34090
Parking C+2 GC34090 Residential
Page 7
Community Development
(Continued) Retenti Citation Remarks
Records Series Title on
Paving C+2 GC34090
Use (Temporary) C+4 GC34090 Includes Special Events
Other C1+2 GC34090d Alterations, excavations, road, street
sidewalks & curb alterations,
transportation, swimming pool
drainage, temporary uses, etc.
Programs:
Federal Programs C+3 23CFR633 (a) & (c)
Traffic Safety C+2 GC34090 Pedestrian safety, bicycle lanes
Reports:
Bridges & Overpasses L' GC34090 Life of structure
Inspection C+2 GC34090 Includes intersection, sidewalks,
bridges and overpasses, keep for the
life of structure
Studies C1+2 GC34090 Traffic volume, accident history,
requests, statistics, drawings
supporting traffic devices
Traffic Count C1+5 GC34090 Evaluation of traffic volume
Vehicle Accident C+2 GC34090
Requests for Proposals (RFP's) C+2 GC34090 Retention for Department historical
value
Routes, School Bus & Truck C+2 GC34090 Truck routes, access ramps, rest
areas
Signage L+2 GC34090 Log books, index register cards,
inventory lists, records of traffic signs
Special Districts P GC34090a Supporting documents re:
improvement, lighting, underground
utility; bonds, taxes, & construction
Speed Limits S+2 GC34090
Street/Alley (Abandonment/Vacation) P GC34090d Relinquishment of rights and fee title
Studies, Special Projects & Noise Areas Cl+2 GC34090d Engineering, Joint Powers, noise,
transportation
Surveys P GC34090a Recording data and maps
Traffic Signals P GC34090 Logs, drawings, wiring diagrams,
codes, circuit numbers, installation
records, testing and maintenance
ENVIRONMENTAL QUALITY
Air Quality (AQMD) C+7 CCP 338(k); GC34090 Participants/voucher logs, Total Daily
Mileage Survey (TDM); various local
authorities; Commute Alternative
Asbestos P GC34090a Documents abatement projects,
public buildings
California Environmental Quality Act P GC3490a + CEQA Exemptions, Environmental Impact
(CEQA) Guidelines Report, Mitigation monitoring,
negative declaration, notices of
completion and determination,
comments, statements of overriding
considerations
Congestion Management C+2 GC34090d Ride sharing, tdp reduction
Environmental Review C1+2 GC34090d Correspondence, consultants, issues,
conservation
Pest Control C+2 GC34090d Pesticide applications, inspections &
sampling, documents
Soil, HAZMAT level I or 2 C1+2 GC34090d Analysis, construction
recommendations
Soil Reports P GC34090d Final Reports
Page 8
Community Development
(Continued) Retent Citation Remarks
Records Series Title ion
GRANTS
Community Development Block Grant P GC34090; 24 CFR Applications, reports, contracts,
and Urban Development 570.502; 24 CFR85.42' supporting documents
Financial Records C1+5 GC34090 Refer to grant application close-out
procedure
Grants C1+5 24CFR 570.502(b) (3); Project files, contracts, proposals,
24 CFR statements, reports, sub-recipient
85.42 OMB Cir. A-110, dockets, Environmental review, grant
Attach. C; documents, applications, inventory,
OMB A-102 &128, HUD consolidated plan, etc. Includes Section
regulations 108 loan guarantee
Grants, Federal and State C1+5 GC34090 Refer to grant application close-out
procedure
Grants, Unsuccessful C1+2 GC34090 Applications not entitled
Reports, Federal & State P GC34090a Grants, Community/Urban Development
(includes CDBG)
HOUSING
Applications for Loans - rejected C+2 GC34090 First time homebuyers program
Appraisal Reports C+5 GC34090, 6254(h) For land acquisition - not accessible to
the public
Bonds P CCP337 Revenue Bond Documentation
Employees First Time Homebuyers Loan C1+4 GC34090, CCP 337 Loan pay-off + 4 years
Program Covers statute of limitations for contracts
Housing Programs P 24 CFR 570.502(b)(3); Comprehensive Housing Authority
24 CFR 85.42 & OMB Strategy, Meeting Credit Certificate,
Cir. A-110, #C Housing bond advisory, HOME, In-Lieu
Housing Mitigation, Low/Moderate
Housing, Rental Housing Assistance
Loans P GC34090 Promissory notes, Deeds of trust, detail
information.
Photographs C+2 GC34090d Photographs not associated with a project
file
Promotional Matedal C+2 GC34090
Railroad Right-of-way C+3 36CFR64.11 Land acquisitions, correspondence,
~mprovements, statutory records
Redevelopment:
Budgets P GC34090, 40802, 53901 Includes annual audit
GC43900 et seq.
Bond Issues P
Relocation Files C1+2 GC34090 Redevelopment/related to eminent
domain
Summer Youth Program C+2 GC34090 Invoices and detail for summer youth
programs, repodable to other agencies
Page 9
Community Development
(Continued) Retention Citation Remarks
Records Series Title
PLANNING
Annexation Case Files P GC34090a Reports, agreements, public notices
Assessor Parcel Information S CC34090 County retains originals
Case files, Planning & Zoning P GC34090a; Pedains to real property. May include
H&S 19850; 4003; reduced copies of blueprints, drawings,
4004 maps, and plans; reports, evaluations,
correspondence, notice of findings, use
permits, variances, studies, appeals,
compliance certificates, lot line adjustments
or other planning-related matters brought
before legislative body
Development Agreements P CCP337, Infrastructure contracts, franchises;
337.1(a),337.15; including CC&R's, property restrictions, park
GC34090; improvements, sidewalks, street & alley,
48 CFR 4.703 utilities.
Development Conditions P GC34090 Mitigation measures; filed with case files
Development Permits P GC34090a; H&S Building, Planning, signs, grading, including
19850; 4003; 4004 drawings and specifications
Development Standards S GC34090a Landscape mediums, parkway landscape
development, public works construction
(copy may be retained for historic purposes)
Environmental C+2 Non-records
determinations/reports or nag decs
for outside City boundaries
General Plan and Elements P GC34090 Includes sphere of influence
General & Specific Plan
Amendments:
Approved P GC34090
Denied C+3 GC65103:
GC50110
Interpretations P GC34090
Land uses, nonconforming P GC34090a Building or site usage which does not
conform to current standards
Maps, Plans, Drawings, Exhibits, Retain as GC34090; Zoning, tentative subdivision, parcel, land
Photos long as H&S 19850; use map, aedal photos, specific plans
required GC34090.7
Projects, not completed or denied Retain as GC34090d Planning
long as
required
Page 10
RECORDS RETENTION SCHEDULE
FINANCE DEPARTMENT
Finance
Records Series Title Retention Citation Remarks
AUDIT
Annual Financial Reports P GC34090 Copy retained by City Clerk's office
Budgets, Operating and Capital, P GC34090 Copy retained by City Clerk's office
Adopted
Reviews, Internal/External CI GC34090; Daily, weekly, monthly, quarterly, or other
Periodic (completed) GC6250 summary, review, evaluation, log, list, statistics,
except a report
FINANCE
Accounts Payable Au+4 GC34090 Invoices, check copies, supporting documents
(copies maintained by departments are C+2)
Accounts Receivable Au+4 GC34090
Assessment Districts T GC34090 Collection information/until termination of district;
Original documentation files with City Clerk
Bank Reconciliations; Bank Au+5 GC34090; Statements, summaries for receipts,
statements 26 CFR 16001-1 disbursements & reconciliation's
Budget adjustments Au+5 GC34090 Account transfers
Business licenses C+4 GC34090; Paid & reports
electronic CCP 337
Checks Au+5 GC34090 Includes payroll, canceled & voided checks
CCP 337
Deposits, Receipts Au+4 GC34090; Checks, coins, currency
CCP 337
Developer deposits/history T+5
Petty Cash Receipts AU+4 GC 34090 Copies maintained by departments
Petty Cash Records (copies C+2 GC 34090.7 Includes copies of receipts, logs, transmittal forms
being maintained by depts.)
Invoices Au+4 GC34090 Copies sent for fees owed, billing, related
documents
Ledger: P GC34090;
General CCP 337
Journal Voucher Au+4 GC34090; Account postings with supporting documents
CCP 337
Purchase Orders / Requisitions Au+4 GC34090; Original documents
CCP 337
State Controller P GC34090 Controller may destroy after 5 years
Vendor Register P GC34090 Alpha vendor listing of purchase orders, invoices,
electronic account numbers and check date
Taxes, Receivable Au+3 CCP338
FIXED ASSETS
Inventory Au+4 GC34090; Reflects purchase date, cost, account number
26 CFR 301 65-
I(F)
Surplus Property:
Auction Au+2 GC34090 Listing of property
Disposal Au+4 GC34090; Sealed bid sales of equipment
CCP 337
Vehicle Ownership & Title L VC 9900 et seq. Title transfers when vehicle sold
Page 11
Finance (Continued)
Records Series Title Retention Citation Remarks
PAYROLL
Address changes, direct deposit, Au+4 GC34090
vacation and comp times sales
Adjustments Au+4 GC34090 Audit purposes
29 CFR 516.5-
516.6
Deferred Compensation T+5 GC34090; Records of employee contributions and city
Reports 26 CFR 16001-1 payments
29 CFR 1627.3(2)
Employee Time Cards Au+6 GC34090; Signed by employee for audit & FEMA Reports
29 CFR 516.2
29 CFR 516.6(1);
IRS Reg. 31.6001-
l(e)(z); R&T
19530; LC 1174(d)
GC37207
Reports, PERS Employee T+4 GC34090; Record of deductions (PERS Public Employee
Deduction CAC 22-1085-2 Retirement System)
26 CFR 31-6001-
1; 29 CFR 516.5,
516.6, LC 1174(d)
Reports, Federal and State Tax Au+4 GC34090; Forms 1096, 1099, W-4's and W-2's
29 USC 436
26 CFR
31.6001.1-4; IRS
Reg 31.6001-
1(e)(2); R&T
19530;29 CFR
516.5-516.6
Reports, Labor Distribution Au+2 GC34090 Costs by employee & program
Reports, Leave Hour C+4 IRS Reg 31.6001-
1(e)(2), 29 CFR
516.5-516.6,
R&T19530;
LC1174(d); GC
34090
Salary Records T+3 GC34090; Garnishments
29 CFR 516.2
CAPITAL IMPROVEMENT
FINANCING AUTHORITY
Administration P GC34090
Financial Records P GC34090, 40802,
53901
Management Reports C+2 GC34090
TREASURER
Bonds:
Account Statements Au+5 GC34090; Monthly statement of transactions
CCP 337.5
Administration T+5 GC34090; Supporting documents
CCP 337.5
Investment Transactions Reports P GC34090; Summary of transactions, inventory & earnings
CCP 337; report
GC 53607
Page 12
RECORDS RETENTION SCHEDULE
FIRE DEPARTMENT
Fire
Records Series Title Retentio Citation Remarks
n
ADMINISTRATION
Books, Fire Code S+3 GC 34090.7 Include OPS manuals
CCP 340.5
Inspections, Fire Station C1+2 GC34090
Inspections, Fire Prevention C1+3 UFC103.34 Alarm/sprinkler systems, prevention efforts
Investigations, Evidence Arson P PC799 Support prosecution resulting in homicide
Investigations, Evidence Arson C1+6 PC800 Great bodily harm, inhabited structure or
property
Journals, Fire Station P GC34090 Activities, personnel, engine company
Legal Opinions P GC34090 From State legislature or City Attorney's office
Mutual Aid, Strategic Plans C+2 GC34090
Patient Care Reports P Medical reports
Permits, Fireworks C+2 GC34090 Permits for fireworks booths
Policies & Procedures C+2 GC34090 Includes rules, regulations, standards
FIRE PERSONNEL
Background investigations:
Hired T+5 GC34090
Not hired C1+2
Controlled substance P GC34090 Morphine/valium record keeping
Exposure T+30 29CFR Sampling results, collection methodology,
1910.1020 background
Exposure T+I 29CFR Laboratory reports and worksheets
1910.1020
Medical T+30 29CFR
1910.1020
Medical T+2 29CFR Employees less than one year
1910.1020
Training T+2 GC34090 Certifications/designations
PROPERTY
ApparatusNehicle C+2 GC34090 Repair and Maintenance
CCP 340~5
8 CA Code of
Regulations
3203(b)(1)
Field, Non-fire and Logs C+2 GC34090
Fire, Non-arson and Logs C+2 GC34090
Fire Equipment/Gear Logs C+2 GC34090
Incident Reports C1+5 GC34090 Dispatch and daily logs
CCP338
CCP 340.5
Inventory, Equipment & C+2 GC34090
Supplies
Investigations, Evidence Arson C+3 PC801; Structure
UFC 104.32
CODE ENFORCEMENT
Abandoned Vehicles C1+2 GC34090d Private property
Case Files P GC34090d Building, housing and mobile home code
violation records including inspections; public
nuisance rubbish and weed abatement, vehicle
abatement, citations, massage parlor permits,
general
Forms/handouts S Knox box, after hour inspections etc.
Liens & Releases, Supporting C1+2 GC34090 Utilities, abatement, licenses
Logs C+2 GC34090d Lien Recovery, citations, complaints
Page 13
Fire (Continued)
Records Series Title Retention Citation Remarks
Regulations S+2 GC34090d Includes rules
Reports, Federal & State P GC34090a Code enforcement statistics; may contain records
affecting title to real property or liens thereon
Safety Inspector Reports P GC34090 Engine Company
Violations, Building, Property & C1+2 GC34090d Supporting code enforcement activity
Zoning
Weed Abatement C+5 GC34090 Reports, assessments, resolutions,
documentation
HAZARDOUS MATERIALS
Hazardous Waste Disposal C+10 CA OSHA; Documentation re handling and disposal of
40CFR 122.21 hazardous waste
Permits, Hazardous Materials P GC34090 Although the GC only recommends current + 2
Storage years, other agencies consistently recommend
permanent retention of environmentally sensitive
material
Programs, Household S+2 GC34090
Hazardous Waste
Training Materials S+2 Cai Code Reg. Standards and Administration
3204(d), et seq.
Underground Storage Tank:
Compliance P GC34090a Documents re: storage
Maintenance & Oper. C+2 GC34090 Location, installation, removal, remediation
Page 14
RECORDS RETENTION SCHEDULE
HUMAN RESOURCES
Human Resources
Records Series Title Retention Citation Remarks
Benefit Plan Enrollment, Denied T+5 GC34090 (Part of EE file)
Benefit Plan Claims P GC6250 et seq.; May include dental, disability, education, health,
CFR 1602.30; 32; life and vision including dependent care and
Lab Rel Sec 1174 Employee Assistance
29 CFR 1637.3; 29
USC 1027; 29 CFR
1627.3; 29 USC
1113
Billin~ls (Medical/Dental) T+25
Cai OSHA T+25 Forms 300-A Annual Summary & 301 Incident
Report
Classifications and Appointments P GC34090; Includes supplemental Personnel records
GC12946; 29 CFR
516.6(2); 29 CFR
1602.4
Employee Accident Reports T+5 GC34090 (Part of EE file)
Employee Handbook S+2 GC34090 General employee information including benefit
(currently non-existent) plans
Employee Programs C+5 GC34090; Recognition/customer service
GC12946
Employee Rights GC12946; 29 CFR May include arbitration, grievances, union
Non-Safety Employees T+5 1602; 29 USC 211 requests, sexual harassment and civil dghts,
Safety (Police) T+5 (e); 203(m); 207(9) complaints, disciplinary actions
Hourly Employees T+5 GC12946;
GC34090
29 CFR 1627.3,
Labor Relations
Section 1174
Immigration P Immigration I-9's
Reform/Control Act
1986 Pub L 99-603
Job interest cards C+2 GC34090
Medical Leave T+5 FMLA 1993 US (Part of EE file) May include family leave;
OSHA; 29 CFR certifications; tests; W-4's
1910.20; 29 CFR
1602.30.32; 49 CFR
193-9
Motor Vehicle Pulls (DMV) C1+7 GC12946,
CA 91009; 8 USC
1324
Negotiations (labor relations) P 29 USC Sections Notes, notebooks, correspondence, contracts, and
21 lc, 203(m), Memorandums of Agreements
207(9)
Personnel Files: Reference: 29 CFR Applications, certificates, disciplinary action,
16273; Lbr Rltns disciplinary complaints, grievances, insurance,
Non-Safety Employees - T+25 Sec 1174; 29 CFR licenses, performance appraisals, personnel
Safety - T+25 1602.30.32; history, Release Authorizations; certifications;
GC6250 et seq.; 29 reassignments; outside employment;
CFR; GC 12946, commendations; terminations; Oaths of Office;
34090,1607.4; 29 pre-employee medicals; fingerprints; identification
CFR 655.202; 29 cards (ID's)
CFR 516.6 et seq.;
45 CFR 1068.6(a)
Personnel Records (copies) C+2 GC34090; Attendance; evaluations; drafts; worksheets,
GC6250 postings
Page 15
Human Resources
(Continued) Retention Citation Remarks
Records Series Title
PERS, Social Security, SSI T+5 29 CFR 1627.3(2); GC (Part of EE file) EEOC/^DE^
12946, 34090
Recruitment C1+3 Reference: Applications (not hired), resumes, alternate
C1+5 GC12946; GC6250 et seq; lists/logs, indices; ethnicity disclosures;
29 CFR 1602 et seq.; 29 examination materials, examination
CFR 1607; 49 USC answer sheets, job bulletins; eligibility;
2000(e)-8; 2000c-12 electronic database
Reference Checks T+2 GC12946
Surveys & Studies C+5 GC 12946, 34090; 29 CFR Includes classification, wage rates
516.6(2); 29 CFR 1602.14
Training Records:
Non-Safety C+7 GC6250 et seq. Employee/volunteer applications, program
training, class training materials,
internships
Personnel (by name) T+7 GC34090 Paperwork documenting officers' internal
and external training
Safety C+2 GC34090 Certifications/designations
Volunteer workers: Includes applications, waivers, placement
hired T+2 GC34090 forms; Information is generally kept by
not-hired C+2 departments
Workers Compensation P CCR 14311; 15400.2 Labor Claim Files, Reports, Incidents (working
Code 5405 Title 8 files) originals filed with Administrator
Page 16
RECORDS RETENTION SCHEDULE
INFORMATION TECHNOLOGY
Information Technology
Records Series Title Retention Citation Remarks
Annual fiscal year and calendar C+7 GC34090 et. Considered an electronic communication and
year full backups seq. can be destroyed when no longer required;
retention based on administrative value
Monthly full backups Until no GC34090 et Stored off-site; Considered an electronic
longer seq. communication and can be destroyed when no
required longer required; retention based on
administrative value
Daily full backups 30 days GC34090 et. Considered an electronic communication and
seq. can be destroyed when no longer required;
retention based on administrative value; recycle
tapes
Intemet, World Wide Web C+2 GC34090 Management/policies and supporting
documentation
Inventory information systems C+2 GC34090 Hardware/software inventory logs; systems
manuals
Licenses C+2 GC34090 Forms, documentation required by Federal or
State Agencies
Network information systems C+4 GC34090; Configuration maps and plans
(LAN/WAN) CCP 337.2;
CCP 343
Page 17
RECORDS RETENTION SCHEDULE
LIBRARY
LIBRARY
Records Series Title Retention Citation Remarks
Class rosters C1+2 GC 34090
Grants received P Applications, reports, all pertinent
documents; kept in-house, historic
value
Library Board of Trustees P Historic value
meeting packets
Patron comments on materials C+7 Cards filled out by Library patrons
and kept in-house
Staff manual C Kept in-house
State library reports P Historic value
Page 18
RECORDS RETENTION SCHEDULE
POLICE DEPARTMENT
Police Citation Remarks
Records Series Title Retention
POLICIES & PROCEDURES
Dept. Procedures / General Orders S+5
Dept. Rules & Regulations S
Records' Procedures S
PERSONNEL/TRAINING
Payroll C+2
Personnel:
Background investigations:
Hired T+5
Not hired C1+2
Personnel information C+2 PAF's OSHA reports, change of address
forms (copies)
Accident Review C1+5 PC 832.5 Investigation of employee-involved vehicle
accidents.
Citizen Complaints C1+5 PC 832.5 Investigation of complaints by citizens
Intemal Affairs C1+5 PC 832.5 Investigation of alleged employee
misconduct.
Shooting/officer involved L GC 34090 Investigation of officer-involved shootings.
Daily Attendance C+2 Employee work schedule
Schedules
Training T+2 Employee training (includes sworn and
non swom)
Recruitment C+2 GC12946 Background information on applicants.
Personnel Photographs S+2 GC34090
Bi-annual CJIS Certification C+2
Comp Time/Shift Swap Request C+2
Forms
Crossing Guards T+2
Daily Roster C+2
Employee lists S GC 34090 Until superseded; computerized and
updated periodically
Grievance files C1+2 Grievance filed by employees, supporting
documentation
Hostage Negotiation Team C+5
K-9 Training C+5
P.O.S.T. compliance - Dispatchers T+2
P.O.S.T. notification of appointment/ T+2
termination
P.O.S.T. reimbursements C+2
P.O.S.T. school travel C+2
authorizations
Performance Reviews T+2 Copies (Orig. in HR)
Personnel meeting notes C1+2
Reserve Officers; training, T+2
jobs/hours worked
Shift Bids C+2
SWAT C+5
Training bulletins, lesson plans P
(range), firearms (range)
Training/Schools C+2
Page 19
Police (continued)
Records Series Title Retention Citation Remarks
Twenty-First Century Leadership S
Academy
Use of force/Supv, review C1+2
Volunteer card files T+2 GC34090 Volunteers' ID, contact info
Watch Assignment/timekeeping C+2
records
CRIME / ACCIDENT I INCIDENT /
ARREST REPORTS, CITES,
WARRANTS
Felony crimes with or without P PC800,801
arrests See desc GC34090 Commencement of prosecution defined in PC 804.
Exception: See PC 803 - Tolling/Extension of time
periods: Appeals process and "Three Strikes" also
considerations in assicjnin~l retention.
Felony & Misdemeanor Crimes w/o See desc PC 799, 800, Retention per Statute of Limitation
arrest - Sections 799,800, 801, 801,801.5, (Refer to Page 25, Note 2)
801.5 801.6,802(a),
802(b) and
802(c)
Traffic Accidents
Involving City property or C+7
personnel
Fatal & major injury P
Involving arrest P
All others C1+2
Infractions or no crime occurred C1+2 GC 34090 No arrests, identifiable property of missing
persons (Refer to Page 25, Note 1 )
Specific Reports by title:
Mental Case P
D.V. related Ass&Bat P
Involves City property or C+7
personnel
Missing persons C1+2
Sexual assaults P
Child abuse & neglect P 11170(a)(3) PC If substantiated or inconclusive must be
retained minimum 10 )/rs.
Arrest/conviction H&S Section C1+2 H&S 11361.5 Applicable to convictions occurring after
11357(b),(c),(d),(e) or H&S Section (Mandatory 1976 or arrests not followed by a conviction
11360(b) violations (occurring after destruction occurring after 1976; exception: 11357(e)
1976) from date of retained until a juvenile offender attains the
conviction or age of 18 years, then destroyed pursuant to
date of arrest 11361.5
w/no
conviction)
Arrest/Conviction H&S Section Mandatory H&S 11361.5 Applicable to convictions occurring prior to
11357(b), (c), d), (e) violations destruction (c) 1976 or arrests not followed by a conviction
(occurring before 1976 (wi written occurring prior to 1976 violations of H&S
notice from
DO J) Code 11357, 11364, 11365, 11550
Citations:
California Vehicle Code C+2 GC34090 Original is forwarded to court
Infractions (Police Copy)
Parking/Traffic C+2 GC34090 Originals are forwarded to court after
agency processing; includes citations
electronically created
Transmittals C+2 GC34090 Listing of citations forwarded to court, filed
for reference
Page 20
Police (Continued)
Records Series Title Retention Citation Remarks
Arson, Sex, and Narcotics L Fingerprint Card, photo, & criminal history.
Registrant Files Information also forwarded to DOJ
Evidence tapes See desc GC34090.6 Destroyed after adjudication of case, or
statute of limitations
Field Interview Records C+2 GC34090 Contact info
Fingerprints:
Applicant Files T+2 GC34090 Checks for city employment, business
license applicants; may include related
paperwork (DOJ Transmittal form) (covers
all City depts.)
Local 10-digit or palm print cards L Persons booked into detention facility
Latent prints See desc Latent prints are treated as evidence
Suspect, AdultJJuvenile CI Adults/juveniles suspected of a crime, taken
for comparison. Destroy after original
purpose achieved. Destroy when other
evidence is destroyed.
Homicide (investigator's file) P GC 34090.6
Photographs and negatives:
Crime Scene See desc Destroy when case closed &/or no longer
functional
Traffic accident scene: Retention is same "Traffic Accidents"
Involving City property or C+7 reports, Pg 21
personnel
Fatal & major injury P
Involving arrest P
All others C1+2
Mug shots L Life of arrestee
Rap Sheet DOJ GC34090 Requests for cdminal history of defendant,
advises to suspect/potential suspect
keep only
as long as
needed
Sealed Records:
Adult found factually innocent Mandatory PC851.8 General provision; upon petition, records of
destruction agency must be sealed and destroyed in
upon and accordance with the provisions set by court
~ursuant to
Court Order record; exceptions.
Juvenile Mandatory WIC 826(a) Local law enforcement records within WIC
destruction &(b), 826(b) may be destroyed as ordered by the
upon and WIC 781(A) court. Records involving arrests, detention
)ursuant to
Court Order and/or petitioning juvenile before juvenile
court
Tapes (audio, video, as evidence) See desc Same retention as cdme report.
Warrants:
Felony Eligible for Recommended by the California Law
recall after 10 Enforcement Warrant Officer's Association
yrs, upon
review by
DA's ofc. on
case-by-case
basis.
Misdemeanor Cdminal Recall after Recommended by the CA Law Enforce
5 yrs Warrant Officer's Assoc.
Served C Included warrant service information card,
alpha index card
Unserved (local) See desc Until served, recalled or purged
Page 21
Police (Continued)
Records Series Title Retention Citation Remarks
INTELLIGENCE
ABC files C1+2
Gang Member Index C+2 Name, address, monikers, gang affiliation of
active members
Gang Registration C+2 Meeting notes, development of Dept.
procedure
Intelligence Operations Bulletins CI
Narcotics: T+10 Legal notifications, identification information,
Confidential Informant Files payment information, activities information
Parolees records - SSF See desc List of current active parolees. Destroyed
individually when person is no longer on
parole.
Pawn Broker/Secondhand Dealer C+2 GC34090 Pawn slips. Dealer required to file duplicate
with agency.
Probation records - Juvenile C1+2 Info from County ofjuvs in SSF on probation
Registration files - CIB C1+2
TIP Bulletins C+2
Wanted Posters- FBI CI
DEPT. PROGRAMS / SPECIAL
PROJECTS
ABC G.A.L.E. C+2
Adopt-a-Dwelling C+2
Adopt-a-School C+2
Citizens' Academy C+2
Commendation Committee C+5
COPPS S
D.A.R.E. C+2
Directed Patrol Logs C+2
Domestic Violence Tracking C+2
Downtown Offenders C+2
Downtown Project C+2
Explorer Program: For donations to the Police Explorer Post to
Checkbook, savings accounts and Au+4 GC34090 augment monies budgeted by the city;
accounts payable checks received
Program files C+2 Minutes of meetings, tdp plans, evaluations
First Chance Program C+2
Grant Writing C+2
Gratuity File C+2
Juvenile Smoking (308B P.C.) C+2
Law Enforcement Block Grants C1+5
Lesson Plans: DARE, gangs, sober S
graduation, citizens' academies
Narcotics Task Force (NTF) - C+2
County
PAL Program:
Bills, team expenses, accounts C+2 GC34090 For payment of activities and other expenses
in regard to the PAL Program.
Treasurer Reports P GC34090 Yearly final reports done by an accountant
not employed by City.
Insurance Contracts P GC34090 Proof of insurance coverage.
Membership lists C+2 GC34090 Pal Program membership rosters.
Monthly newsletters C+2 GC34090 Newsletters describing upcoming events.
Permission slips C+2 GC34090 Permission slips signed by parent giving the
okay for the child to participate in a given
activity.
Page 22
Police (Continued)
Records Series Title Retention Citation Remarks
Project N.E.A.T. C+2
Sober Graduation C+2
Summer Youth Work Program C+2
Transient Encampments C+2
Vehicle Theft Task Force (VTTF) - C+2
County
LOGS / STATS / INVENTORY
Asset Forfeiture: C1+2 GC 34090 Log by case number, defendant's name,
Proceedings Case File amount of money involved and how
distributed
Booking fees paid to County C+2
Case Assignment Log C+2 Case # and detective assignments
Court Liaison's filing log C+2 Contains case number, arresting officer,
suspects' names, charges, victims' names,
date of illin9
Dispatch Incident/Status Cards C+2 GC34090
Equipment:
Manuals, warranties, instructions T Retained until termination of equipment use
Service Records T Retained until termination of equipment use
Firearms Inventory P Department-owned weapons, personal
weapons, alternate weapons, secondary
handguns; produces inventory reports
Holding facility:
Jail Operations C1+2 "Lock-up" inspection reports
Temporary Holding Facility C+6 Individual's name, age, sex, report #,
Health Questionnaire and Facility charge(s), cell #, ID#, time date, time
log checks, officer's name
Property Control C+2 GC34090 Log items coming into and going out of
property room. Is done on Property/
Evidence form and filed with the case report
when completed.
Reports, Activity:
Daily Activities Records C+2 Daily accounting of calls-for-service and
initiated activities by officers and PSTs
Daily Activity Report (monthly) C+2
Undercover activity financial C+2
disbursement records (buy fund)
Speedometer calibration certificates C+2
Statistical (Cdme analysis) C+2 Internal generated info, using activity logs,
citizen calls, current & past crime statistic
reports, citations, cdme reports, accident
reports, permits, receipts. Reports created
for vadety of purposes including increases/
decreases in criminal activity; officer
workload, deployment, time usage
Subpoena Log Book C+2 GC 34090 Subpoenas received/served daily
Towed/stored vehicle logs C+2 Date, time, locations, description of vehicle,
tow company
UCR Cdme statistics C+5 Uniform Crime Reports. Mandatory to DOJ.
TRAFFIC
Abandoned Vehicle Abatements C+2
C.A.R.E. (Citizen Assisted Radar C+2
Enforcement)
Page 23
Police (Continued)
Records Series Title Retention Citation Remarks
Courtesy Notice of Violation C+1
DUI Cost Recovery C+2
Monthly Traffic Reports C+2
Office of Traffic Safety Grant- Avoid C+2
the 23
Parking Cite Fine Collection C+2
Parking Place Commission C+2 Working files
PreliminaryAIcohol Screening (PAS) C+2
calibration Icg
Radar calibration records T+2 GC 34090 Documentation of radar instruments retained
during use/ownership
Radar Survey S+2
Rat Boxes C+2
SWITRS C+2
TARPS Expense & Accommodation C+2
worksheets
Taxi Cab Inspections C+2
Taxi Cab Driver Applications T+2
Tow Companies C+2
Tow Truck Drivers' ID T
Tow Truck Inspection C+2
Traffic Activity Log C+2
Traffic Complaints C+2
Traffic Counts C+5
Traffic Officer Statistics C+2
GENERAL SUBJECTS &
CORRESPONDENCE
9-1-1 Printouts C+2
Accounting / cash reconciliation Au+4 Records of monies into the General Fund
Affidavit of Costs C+2
Auction Records C+2
Bail receipts C+2
Bike Registration Files C+2 GC34090 Bike registrations and renewals
Briefing Board Info C+2
Business Licenses - PD approval C+2
Citizen Questionnaire / Survey C+2 Citizen response to service received or
Response request for service & correspondence
Civil Subpoena Witness Fees C1+2
Client Alert/Legislative Updates S+2
Code Enforcement Log C+2
Colma PD Contracts T+5
Concealed Weapon Permit A+2
CPS & California Law Enforcement C1+2 Procedure/agreement to release State
Teletype system (CLETS) summary criminal history
Daily Cash Audit Sheets Au+4
Damaged Vehicle Log C+2
Dance Hall Secudty Payments C+2
Destruction of firearms / narcotics P GC 34090 Disposal
file
Fingerprinting Transmittals to the C+2
DOJ
Page 24
Police (Continued)
Records Series Title Retention Citation Remarks
Firearms Dealers C+2
NClC Validations C+2
OSHA Claims T+2
Palmistry Applications C+2
Repossession/Private Tows of C+2 Written verification from particular
Vehicles companies
Research Project Files C1+2 GC34090 May include request forms, background
materials, staff reports, final project reports
and supporting data.
Restitutions C+2
Restraining Orders, EPOs C Destroy after law enforcement actions
described in PC 273.5, 273.6, 646.9,
12028.5, 13700 and Family Code Sections
6380-6383 are fulfilled and effective date of
restraining order has expired
Ride-Alongs C+2
Security Guard Agencies C+2
Solicitors C+2
Staff Meeting Notes C+2
Supervisors' Meeting Notes C+2
Taser T+2
Uniform Vouchers (by name) C+2 GC34090 Authorize purchase
Vehicle Inventory Sheets C+2
The destruction of felony, misdemeanor and infraction Crime/Case/Incident Reports is permitted providing:
Note 1
1.
2.
3.
4.
5.
6.
They do not relate to an unadjudicated arrest except for H&S 11357 or H&S 11360 violations;
They do not relate to unserved warrants;
They do not involve identifiable items which have not been recovered;
They do not relate to PC 290, PC 457.1, or H&S 11590 registrants;
They do not relate to violations listed in PC Sections 799 and 800;
The cases are not presently involved in either a civil or criminal litigation.
Page 25
RECORDS RETENTION SCHEDULE
PARKS, RECREATION AND MAINTENANCE SERVICES
PR&MS
Records Series Title Retention Citation Remarks
ADMIN/RECREATION
Accident Reports - Rec program C1+2 GC34090 Accidents by patrons using City facilities,
patrons attending classes
City co-sponsored groups Applications, rosters, financial reports
Class Rosters C+2 GC34090
Day in the Park C+5 GC34090 Year to year working files; vendor and event
information
Facility Rentals/Use C+2 GC34090 Permits, contracts, diagrams, schedules,
insurance binders
Harbor District/Marina P Historic records; billings, financial reports;
administrative records
Park In Lieu Fees P Dev. Projects - formula for determining fee and
record of payments
Photographs S+2 GC34090 Special events, retained for historic purposes
Plans, Proposed C+2 GC34090 Future plans, new sites, expansions or until
superceded
Refund requests Au+4 Classes, facility rentals
Schedules, Classes & Events C+2 GC34090 Enrollment, liability releases, evaluations,
attendance, flyers
School District/City leases P Copies maintained for reference purposes
Studies C1+2 GC34090 Future park sites, expansions
SENIOR SERVICES
Grants - Aging C1+5 GC34090 Federal and state grants
Project Files C+2 GC34090 Current project information including memos,
correspondence, supporting documents relative
to the project
Receipts - donations C+2 GC34090 Used in quarterly reporting to other agencies
STREETS/PARKS
Abandonments/Vacations P GC34090
Closures P GC34090
Common Greens C+5 GC34090 Maintenance, assessments
Community Garden License C+5 GC34090
Agreements
Easements, Dedications, Rights-of- P GC34090
Way
Field Books P GC34090
Incident Reports C1+7 GC34090 Damage to parks, facilities
Intersection Records C+2 GC34090 Includes correspondence, volume counts,
accident history
Inventory, Equipment A+2 GC34090 Warranties, purchase orders
Landscaping Records C+2 GC34090 Plants, tree maintenance, work orders, contracts,
complaints, specifications, photos, reports
Landscape Drawings 2 GC34090 Drawings
Lighting C+2 GC34090 Maintenance, work orders
Page 26
PR&MS (continued)
Records Series Tit~e Retention Citation Remarks
Maps P GC34090 Irrigation, plot plans, fire hydrants, lighting
districts, wheel chair ramps, storm drains,
streets, sidewalks, utilities
Maintenance and Operations C+2 GC34090d Service requests, invoices, supporting
documentation; buildings, equipment, field
engineering, public facilities including work
orders and graffiti removal
Master Plans C+2 GC34090 Copies
Parking:
Lots C+2 GC34090
Regulations S+2 GC34090
PG&E Programs C+5
Reports/Studies C1+2 GC34090
Tree removal permits C+5 GC34090
CITY GARAGE
Accident Reports, Vehicle C1+2 GC34090 memos and working documents
Fueling A+3 CCP 337 Meter readings, fuel consumption reports,
invoices, receipts and records pertaining to
refueling operations
Hazardous Waste Disposal C+10 CAL OSHA; Documentation re: the handling and disposal
40 CFR 122.21 of hazardous waste
Inventory, Equipment Parts & L+2 GC34090 Includes vehicles and related documents re
Supplies repairs
Inventory, Vehicle Ownership and L+2 GC34090 Owner's manual, warranty documents,
Title Department of Motor Vehicle title and
registration, and related documents
Licenses, Permits C+2 GC34090 Forms, related documentation re: licenses and
permits required by federal and state agencies
Maintenance and Operations L+2 GC34090 Related to requests for service and work
orders for fuel, vehicle and equipment
maintenance and repairs
Vehicle Assignment C+2 GC34090 Log books, request forms, lists
Page 27
RECORDS RETENTION SCHEDULE
PUBLIC WORKS
Public Works
Records Series Title Retention Citation Remarks
WQCP
Facilities P GC34090 If city owned
Underground utilities P GC34090
GC4003,
GC4004;
H&S 19850
Billing/Customer Records C+2 GC34090 Billings, correspondence, complaints
Connection Records P GC34090 Maps, water line connections
Inventory, Equipment C+2 GC34090
Location records P GC34090 Mains, valves, hydrants, wells
Maintenance and Operations: C+3 GC34090 Includes work orders, inspection, repairs,
cleaning, reports, complaints
Service C+3 GC34090 Includes work orders, entry cards, manholes,
service to property owners
Well & Pumping C+2 GC34090 Times operational, power used and quantity
Maps P GC34090 Line location; easements
Master Plans C+2 GC34090 Copies
Meter Operations C+3 GC34090 Reader reports, orders, tests Maintenance
Reports plus meter ID, all is kept in financial
system
Permits See desc. May depend on terms of state or federal agency
Rates S+2 GC34090
Reclamation C+5 40CFR122.41 Daily operations including sewage flow, grit
removal, chlorine usage, lab analysis results,
etc.
Reports:
Conservation C+2 GC34090
Consumption C+2 GC34090
Corrosion Control C+12 40 CFR 141.91 Compliance documentation
Discharge Monitoring C+5 40 CFR 122.41 Average amount of pollution discharged into
waters of municipality
Drinking Water C+10 40 CFR 141.33
Corrections
Hydrograph P GC34090 Daily flow of streams
Lead Service Line C+12 40 CFR 141.91 Compliance documentation
Public Education C+12 40 CFR 141.91 Compliance documentation
Quality Parameters C+12 40 CFR 141.91 Compliance documentation
Sanitary Surveys C+10 40 CFR 141.33 Statistics, reports, correspondence
Source Water C+12 40 CFR 141.91 Compliance documentation, e.g. lead & copper
State Certification C+12 40 CFR 141.91 Compliance documentation
Variances, Water System C+5 40 CFR 141.33
Well Level C+2 GC34090
Page 28
Public Works
(continued) Retention Citation Remarks
Records Series Title
Sources, water C+2 GC34090 May include wells, rivers, lakes, districts
Surveyor Field Notes P GC34090 Notes preparatory to maps of water installations
Surveys, Water System Sanitary C+10 40 CFR 141.33 Statistics, reports, correspondence
Tests
Bacteriological Analysis: C+5 40 CFR 141.33 Compliance records include location, date,
method and results; corrections, analysis of
bacterial content
Chemical Analysis C+10 40 CFR 141.33 Compliance records include location, date,
method used and results; corrections, analysis
of chemical content
Quality C+12 40 'CFR Compliance documentation including sampling
141.91 data, analysis, reports, surveys, documents,
evaluation, schedules, valves, etc.
Valve Main Records P GC34090
Violations, Drinking Water C+3 40 CFR 141.33 Retention applies to each violation
Page 29
RECORDS RETENTION SCHEDULE AND INDEX
File series not addressed in the retention schedule should be considered routine in nature and should be
identified as "General Subject" page 3, and retention for those files should be two (2) years unless
specific laws, decisions or opinions would apply to the file series. If a file series is not addressed in the
attached schedule and the department believes other legal requirements apply or it is an essential record
either for legal, historical, fiscal or administrative value, then that series can be added to the retention
schedule. The retention schedule is not a "permanent" document, but flexible in nature to accommodate
legal, administrative, or fiscal policy changes.
RECORDS RETENTION INDEX
RECORD SERIES DEPARTMENT PAGE
9-1-1 Print-Outs Police 24
Abandoned Vehicle Abatements Police 23
Abandoned Vehicles Fire 14
Abandonments/Vacations Parks, Recreation & Maint Services 26
ABC G.A.L.E. Police 22
ABC Files Police 22
Accident Reports - City Assets Administration 5
Accident Reports - Rec Program Patrons Parks, Recreation & Maint Services 26
Accident Reports, Vehicle Parks, Recreation & Maint Services 27
Accounting / Cash Reconciliation Police 24
Accounts Payable Finance 11
Accounts Receivable Finance 11
Address Changes, Direct Deposit, Vacation and Comp Times Sales Finance 12
Address/permit files Community Development 7
Adjustments Finance 12
Adopt-A-Dwelling Police 22
Adopt-A-School Police 22
Affidavit of Costs Police 24
Agenda Staff Reports (Master, Subject Files) Administration 4
Agendas Administration 4
Air Quality (AQMD) Community Development 8
Annexation Case Files Community Development 10
Annual Financial Reports Finance 11
ApparatusNehicle Fire 13
Appeals, Civil Administration 4
Applications For Board & Commissions Administration 4
Applications For Loans - Rejected Community Development 9
Applications, Absentee Ballots and Envelopes Administration 2
Appraisal Reports Community Development 9
Arson, Sex, and Narcotics Registrant Files Police 21
Articles of Incorporation Administration 4
Asbestos Community Development 8
Assessment Districts Administration 5
Assessment Districts Finance 11
Assessment Rolls Administration 5
Assessor Parcel Information Community Development 10
Asset Forfeiture Police 23
Auction Records Police 24
Audit Finance 11
Background Investigations Fire 13
Bacteriological Analysis (WQCP) Public Works 29
Bail Receipts Police 24
Ballots Administration 2
Page i
RECORD SERIES DEPARTMENT PAGE
Ballots - Prop 218 (Assessment Districts) Administration 2
Bank reconciliations Finance 11
Benchmark Data Community Development 6
Benefit Plan Claims Human Resources 15
Benefit Plan Enrollment, Denied Human Resources 15
Bi-Annual CJIS Certification Police 19
Bids & Proposal Community Development 6
Bids, RFQ's, RFP's Administration 3
Bike Registration Files Police 24
Billing/Customer Records (WQCP) Public Works 28
Billings (Medical/Dental) Human Resources 15
Biographies Administration 3
Blueprints of City Owned Property/Buildings Community Development 7
Bonds Finance 12
Bonds (CDBG) Community Development 9
Bonds (Development) Community Development 6
Bonds, Insurance Administration 5
Booking Fees Paid to County Police 23
Books, Fire Code Fire 13
Books, Technical Administration 3
Briefing Board Info Police 24
Brochures, Publications, Newsletters, Bulletins, Schedules Administration 5
Budget Adjustments Finance 11
Budget, opera'ting and capital, adopted Finance 11
Budgets, Operating Administration 3
Business Licenses Finance 11
Business Licenses - PD Approval Police 24
C.A.R.E. (Citizen Assisted Radar Enforcement) Police 23
Cai OSHA Human Resources 15
Calendar (Elections) Administration 2
Calendar, City Administration 5
California Environmental Quality Act (CEQA) Community Development 8
Candidate Statements Administration 2
Capital Improvement / Financing Authority Administration Finance 12
Capital Improvement Project Plans Community Development 7
Capital Improvement Projects Community Development 7
Capital Improvements, Construction-Municipal Facilities Community Development 7
Case Assignment Log Police 23
Case Files Fire 13
Case Files, Planning & Zoning Community Development 10
Case Log Administration 4
Case Records - (High Profile) Administration 4
Case Records (Routine and Completed) Administration 4
Certificates of Election Administration 2
Certificates of Occupancy Community Development 7
Checks Finance 11
Citations Police 20
Citizen Questionnaire / Survey Response Police 24
Citizens' Academy Police 22
City Co-Sponsored Groups Parks, Recreation & Maint Services 26
Civil Subpoena Witness Fees Police 24
Claims, Damage Administration 5
Class Rosters Parks, Recreation & Maint Services 26
Classifications and Appointments Human Resources 15
Client Alert/Legislative Updates Police 24
Closures Parks, Recreation & Maint Services 26
Code Books Community Development 6
Page ii
RECORD SERIES DEPARTMENT PAGE
Code Enforcement Community Development 13
Code Enforcement Log Police 24
Colma PD Contracts Police 24
Commendation Committee Police 22
Committees Community Development 6
Common Greens Parks, Recreation & Maint Services 26
Community Development Block Grant and Urban Development Community Development 9
Community Garden License Agreements Parks, Recreation & Maint Services 26
Comp Time/Shift Swap Request Forms Police 19
Concealed Weapon Permit Police 24
Congestion Management Community Development 8
Connection Records (WQCP) Public Works 28
Construction Drawings, Specifications Never Issued Community Development 7
Construction Tracking Daily Community Development 7
Contractual Agreements Administration 4
Contractual Agreements (copies) Administration 3
Controlled Substance Fire 13
Copies or Duplicates Administration 3
COPPS Police 22
Correspondence Administration 3
Correspondence/Reports Administration 3
Council Packets Administration 5
Court Liaison's Filing Log Police 23
Courtesy Notice Of Violation Police 24
CPS & California Law Enforcement Teletype System (CLETS) Police 24
Crime, Accident, Incident, Arrest Reports, Cites, & Warrants Police 20
Crossing Guards Police 19
D.A.R.E. Police 22
Daily Cash Audit Sheets Police 24
Daily Roster Police 19
Damaged Vehicle Log Police 24
Dance Hall Secudty Payments Police 24
Day In The Park Parks, Recreation & Maint Services 26
Deeds Administration 5
Deferred Compensation Reports Finance 12
Deposits, Receipts Finance 11
Dept. Procedures / General orders Police 19
Dept. Rules & Regulations Police 19
Destruction Of Firearms / Narcotics File Police 24
Developer Deposits/History Finance 11
Development Agreements Community Development 10
Development Conditions Community Development 10
Development Permits Community Development 10
Development Standards Community Development 10
Directed Patrol Logs Police 22
Dispatch Incident/Status Cards Police 23
Domestic Violence Tracking Police 22
Downtown Offenders Police 22
Downtown Project Police 22
Drawings, Project Plan Community Development 6
Drawings, Traffic Control Plan Community Development 7
DUI Cost Recovery Police 24
Easements, Dedications, Rights-Of-Way Parks, Recreation & Maint Services 26
Elections Administration 2
E-mail Information Technology 17
Employee Accident Reports Human Resources 15
Employee Handbook (Currently Non-Existent) Human Resources 15
Page iii
RECORD SERIES DEPARTMENT PAGE
Employee Lists Police 19
Employee Programs Human Resources 15
Employee Rights Human Resoumes 15
Employee Time Cards Finance 12
Employee Time Sheets Administration 3
Employees First Time Homebuyers Loan Program Community Development 9
Engineering Community Development 7
Environmental Determinations/Reports or Neg Decs For Outside City Community Development 10
Boundaries
Environmental Review Community Development 8
Equipment Police 23
Equipment Files Administration 3
Evidence Tapes Police 21
Explorer Program Police 22
Exposure Fire 13
Facilities (WQCP) Public Works 28
Facility Rentals/Use Parks, Recreation & Maint Services 26
Fair Political Practices Administration 2
Field Books Parks, Recreation & Maint Services 26
Field Interview Records Police 21
Field, Non-Fire and Logs Fire 13
Financial Records Community Development 9
Financial Records (CIFA) Finance 12
Fingerprinting Transmittals To The DOJ Police 24
Fingerprints Police 21
Fire Equipment/Gear Logs Fire 13
Fire, Non-Arson and Logs Fire 13
Firearms Dealers Police 25
Firearms Inventory Police 23
First Chance Program Police 22
Fixed Assets Finance 11
Flood Control Community Development 7
Flood Records Community Development 7
Forms Administration 3
Forms/Handouts Fire 13
FPPC Blank Forms, Manuals Administration 2
Franchises Community Development . 6
Fueling Parks, Recreation & Maint Services 27
Gang Member Index Police 22
Gang Registration Police 22
Garage Parks, Recreation & Maint Services 27
General & Specific Plan Amendments Community Development 10
General Administrative Administration 5
General Plan and Elements Community Development 10
General Subject Administration 3
General Subject Community Development 6
General Subjects and Correspondence Police 24
Goals and Objectives Administration 3
Grant Writing Police 22
Grants Community Development 9
Grants - Aging Parks, Recreation & Maint Services 26
Grants received Library 18
Grants, Federal and State Community Development 9
Grants, Unsuccessful Community Development g
Gratuity File Police 22
Grievance Files Police 19
Harbor District/Marina Parks, Recreation & Maint Services 26
Page iv
RECORD SERIES DEPARTMENT PAGE
Hazardous Materials Fire 14
Hazardous Waste Disposal Fire 14
Hazardous Waste Disposal Parks, Recreation & Maint Services 27
Historic Preservation Commission Grants Community Development 6
Historic Preservation Inventory Community Development 6
Historical Documents Re: Elections Administration 2
Holding Facility Police 23
Homicide (Investigator's File) Police 21
Hostage Negotiation Team Police 19
Hourly Employees Human Resources 15
Housing Programs Community Development 9
Immigration Human Resources 15
Incident Repods Administration 5
Incident Reports Community Development 6
Incident Reports Fire 13
Incident Reports Parks, Recreation & Maint Services 26
Index, Attomey Case Administration 4
Inspection Community Development 7
Inspections, Fire Prevention Fire 13
Inspections, Fire Station Fire 13
Insurance Policies & Certificates - Liability Administration 5
Insurance, Certificates Administration 5
Insurance, Joint Powers Agreement Administration 5
Insurance, Liability/Preperty Administration 5
Insurance, Workers Compensation Administration 5
Intelligence Operations Bulletins Police 22
Internet, Wodd Wide Web Information Technology 17
Interpretations Community Development 10
Intersection Records Parks, Recreation & Maint Services 26
Inventory Finance 11
Inventory, Information Systems Information Technology 17
Inventory, Equipment Parks, Recreation & Maint Services 26
Inventory, Equipment & Supplies Fire 13
Inventory, Equipment (WQCP) Public Works 28
Inventory, Equipment Parts & Supplies Parks, Recreation & Maint Services 27
Inventory, Records Administration 5
Inventory, Vehicle Ownership and Title Parks, Recreation & Maint Services 27
Investigations, Evidence Arson Fire 13
Investment Transactions Reports Finance 12
Invoices Finance 11
Job Interest Cards Human Resources 15
Journals, Fire Station Fire 13
Juvenile Smoking (308b P.C.) Police 22
K-9 Training Police 19
Land Uses, Nonconforming Community Development 10
Landscape Drawings Parks, Recreation & Maint Services 26
Landscaping Records Parks, Recreation & Maint Services 26
Law Enforcement Block Grants Police 22
Ledger Finance 11
Legal Advertising Administration 4
Legal Opinions Fire 13
Legal/Legislative Administration 4
Lesson Plans Police 22
Library Board of Trustees meeting packets Library 18
Licenses Information Technology 17
Licenses, Permits Parks, Recreation & Maint Services 27
Liens & Releases, Supporting Fire 14
Page v
RECORD SERIES DEPARTMENT PAGE
Lighting Parks, Recreation & Maint Services 26
Loans Community Development 9
Location Records (WQCP) Public Works 28
Logs Community Development 7
Logs, Attorney Service Request Administration 4
Logs, Code Enforcement Fire 14
Maintenance and Operations (Garage) Parks, Recreation & Maint Services 27
Maintenance and Operations (Streets / Parks) Parks, Recreation & Maint Services 27
Maintenance and Operations (WQCP) Public Works 28
Management Reports (CIFA) Finance 12
Maps Parks, Recreation & Maint Services 27
Maps & Plans Community Development 7
Maps (WQCP) Public Works 28
Maps, Plans, Drawings, Exhibits, Photos Community Development 10
Maps, PrecinctsNoter Information Administration 2
Master Plans Community Development 6
Master Plans Parks, Recreation & Maint Services 27
Master Plans (WQCP) Public Works 28
Media Relations Administration 5
Medical Fire 13
Medical Leave Human Resources 15
Meter Operations (WQCP) Public Works 28
Microfilm - Prop History Community Development 7
Minutes Administration 4
Monthly Traffic Reports Police 23
Motor Vehicle Pulls (DMV) Human Resources 15
Municipal Code Administration 5
Mutual Aid, Strategic Plans Fire 13
Narcotics Task Force (NTF) - County Police 22
Narcotics: Confidential Informant Files Police 22
NCIC Validations Police 25
Negotiations (Labor Relations) Human Resources 15
Nnetwork Information Systems (LANNVAN) Information Technology 17
Nomination Papers Administration 2
Notices, Meeting Administration 4
Notifications and Publications Administration 2
Oaths of Office Administration 2
Office Of Traffic Safety Grant - Avoid The 23 Police 24
Open Meetings Act General Subject 3
Opinions Administration 4
Ordinances Administration 4
OSHA Claims Police 25
P.O.S.T. Compliance - Dispatchers Police 19
P.O.S.T. Notification Of Appointment/Termination Police 19
P.O.S.T. Reimbursements Police 19
P.O.S.T. School Travel Authorizations Police 19
PAL Program Police 22
Palmistry Applications Police 25
Park In Lieu Fees Parks, Recreation & Maint Services 26
Parking Cite Fine Collection Police 24
Parking Lots Regulations Parks, Recreation & Maint Services 27
Parking Place Commission Police 24
Parolees Records - SSF Police 22
Passport Transmittal Logs Administration 5
Patient Care Reports Fire 13
Patron comments on materials Library 18
Page vi
RECORD SERIES DEPARTMENT PAGE
Pawn Broker/Secondhand Dealer Police 22
Payroll Finance 12
Payroll Police 19
Payroll Time Sheets Administration 3
Per-I:ormance Reviews Police 19
Permits Community Development 7
Permits (WQCP) Public Works 28
Permits, Fireworks Fire 13
Permits, Hazardous Materials Storage Fire 14
PERS, Social Security, SSI Human Resources 16
Personnel Files Human Resources 15
Personnel Files Police 19
Personnel Meeting Notes Police 19
Personnel Records (Copies) Human Resources 15
Pest Control Community Development 8
Petitions Administration 2
Petitions Administration 4
Petty Cash Receipts Finance 11
Petty Cash Records Finance 11
PG&E Programs Parks, Recreation & Maint Services 27
Photographs Community Development 9
Photographs Parks, Recreation & Maint Services 26
Photographs - Aedal Community Development, 6
Photographs and Negatives Police 21
Photographs, Negatives, Film Administration 5
Plan Check Files Community Development 7
Planning Community Development 10
Plans, Proposed Parks, Recreation & Maint Services 26
Plaques, scrapbooks, flags, photographs, maps, sister city records Administration 3
Policies & Procedures Fire 13
Policies & Procedures, General Admin. Administration 5
Policy, Council/Proclamations Administration 5
Precinct Records Administration 2
Preliminary Alcohol Screening (PAS) Calibration Log Police 24
Probation Records - Juvenile Police 22
Programs Community Development 8
Programs, Household Hazardous Waste Fire 14
Project Files Parks, Recreation & Maint Services 26
Project Files (Case Files) Community Development 6
Project N.E.A.T. Police 23
Projects, Not Completed or Denied (Building Division) Community Development 7
Projects, Not Completed or Denied (Planning Division) Community Development 10
Promotional Matedal Community Development 9
Property Control Police 23
Public Records Request Administration 5
Purchase orders / Requisitions Finance 11
Radar Calibration Records Police 24
Radar Survey Police 24
Railroad Right-Of-Way Community Development 9
Rat Boxes Police 24
Rates (WQCP) Public Works 28
Receipts - Donations Parks, Recreation & Maint Services 26
Receipts For Payment Community Development 7
Reclamation (WQCP) Public Works 28
Records Management Administration 5
Records Management Disposition Certification Administration 5
Page vii
RECORD SERIES DEPARTMENT PAGE
Records Retention Administration 5
Records' Procedures Police 19
Recruitment Human Resources 16
Redevelopment Community Development 9
Reference Checks Human Resources 16
Refund Requests Parks, Recreation & Maint Services 26
Registration Files - CIB Police 22
Regulations, CE Fire 14
Relocation Files Community Development 9
Reports Administration 3
Reports Community Development 8
Reports, Activity Community Development 6
Reports, Activity Police 23
Reports, Federal & State Community Development 9
Reports, Federal & State Fire 14
Reports, Federal and State Tax Finance 12
Reports, Labor Distribution Finance 12
Reports, Leave Hour Finance 12
Reports, Other Agencies General Subject 3
Reports, PERS Employee Deduction Finance 12
Reports, WQCP Public Works 28
Reports/Studies Parks, Recreation & Maint Services 27
Repossession/Private Tows Of Vehicles Police 25
Requests For Proposals (RFP's) Community Development 8
Research Project Files Police 25
Reserve Officers Police 19
Resolutions Administration 4
Restitutions Police 25
Restraining orders, Epos Police 25
Reviews, Internal/External Pedodic (Completed) Finance 11
Ride-Alongs Police 25
Risk Mana~lement Administration 5
Risk Management Reports Administration 5
Routes, School Bus & Truck Community Development 8
Safety Inspector Reports Fire 14
Salary Records Finance 12
Schedules, Classes & Events Parks, Recreation & Maint Services 26
School District/City Leases Parks, Recreation & Maint Services 26
Sealed Records Police 21
Security Guard Agencies Police 25
Seismic Retrofit Program Community Development 6
Senior Services Parks, Recreation & Maint Services 26
Shift Bids Police 19
Signage Community Development 8
Signs (Temporary) Community Development 7
Sober Graduation Police 23
Soil Reports Community Development 8
Soil, HAZMAT Level I or 2 Community Development 8
Solicitors File Police 25
Sources, Water (WQCP) Public Works 29
Special Districts Community Development 8
Special Projects Administration 3
Speed Limits Community Development 8
Speedometer Calibration Certificates Police 23
Staff manual Library 18
Page viii
RECORD SERIES DEPARTMENT PAGE
Staff Meeting Notes Police 25
State Controller Finance 11
State Library reports Library 18
Statistical (Cdme Analysis) Police 23
Street Names and House Numbers Community Development 7
StreetJAlley (Abandonment/Vacation) Community Development 8
Streets / Parks Parks, Recreation & Maint Services 26
Studies Parks, Recreation & Maint Services 26
Studies, Special Projects & Noise Areas Community Development 8
Subpoena Log Book Police 23
Subpoenas, Summons Administration 4
Subscriptions/Publication (Non-City) Administration 3
Summer Youth Program Community Development 10
Summer Youth Work Program Police 23
Supervisors' Meeting Notes Police 25
Support Services Administration 3
Surplus Property Finance 11
Surveyor Field Notes (WQCP) Public Works 29
Surveys Community Development 8
Surveys & Studies Human Resources 16
Surveys, Water System Sanitary (WQCP) Public Works 29
SWAT Police 19
SWITRS Police 24
Tapes (Audio, Telephone, Radio Communications) Police 21
Tapess, Information Systems / Back-ups Information Technology 17
Tapes, AudioNideo Administration 5
TARPS Expense & Accommodation Worksheets Police 24
Taser Police 25
Taxes, Receivable Finance 11
Taxi Cab Driver Applications Police 24
Taxi Cab Inspections Police 24
Tests (WQCP) Public Works 29
Tip Bulletins Police 22
Tow Companies Police 24
Tow Truck Drivers' ID Police 24
Tow Truck Inspection Police 24
Towed/Stored Vehicle Logs Police 23
Traffic Activity Log Police 24
Traffic Complaints Police 24
Traffic Counts Police 24
Traffic Officer Statistics Police 24
Traffic Signals Community Development 8
Training Fire 13
Training Bulletins, Lesson Plans (Range), Firearms (Range) Police 19
Training Materials Fire 14
Training Records Human Resources 16
Training/Schools Police 19
Transient Encampments Police 23
Travel Records Administration 3
Treasurer Finance 12
Tree Removal Permits Parks, Recreation & Maint Services 27
Twenty-First Century Leadership Academy Police 20
UCR Crime Statistics Police 23
Underground Storage Fire 14
Underground Utilities (WQCP) Public Works 28
Uniform Vouchers (By Name) Police 25
Page ix
RECORD SERIES DEPARTMENT PAGE
Use Of Force Supv. Review File Police 20
Valve Main Records (WQCP) Public Works 29
Vehicle Assignment Parks, Recreation & Maint Services 27
Vehicle Inventory Sheets Police 25
Vehicle Ownership & Title Finance 11
Vehicle Theft Task Force (V-I'TF) - County Police 23
Vendor Register Finance 11
Violations, Building, Property & Zoning Fire 14
Violations, Drinking Water (WQCP) Public Works 29
Volunteer Card Files Police 20
Volunteer workers Human Resources 16
Voter Indexes Administration 2
Wanted Posters- FBI Police 22
Warrants Police 21
Watch Assignment/Timekeeping Records Police 20
Weed Abatement Fire 14
Workers Compensation Human Resources 16
Page x