Loading...
2007-032 Amend Retention Schedule RESOLUTION 2007-32 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ENCINIT AS, CALIFORNIA AMENDING THE RECORDS RETENTION SCHEDULE WHEREAS, California Government Code Section 34090 provides conditions whereby public records which are no longer needed or useful may be destroyed; and WHEREAS, the City Council of the City of Encinitas, on March 14, 1990, adopted a Records Retention Schedule; now, therefore, BE IT RESOLVED by the City Council of the City of Encinitas, California: 1. That the City of Encinitas Records Retention Schedule is hereby amended as reflected in Exhibit A. PASSED AND ADOPTED, this 1ih day of September, 2007 by the following vote, to wit: AYES: Bond, Dalager, Houlihan, Stocks. NAYS: Barth. ABSENT: None. ABSTAIN: None. ~ I / I ,', ~ ~.. - Bo~d, yor ,;City of Encinitas ATTEST: IYAL~ QU/~ Deborah Cervone City Clerk, City of Encinitas G:IResolutionslResolution 2007-10 Bike to Work Day 2007 1 EXHIBIT A CITY OF ENCINITAS RETENTION SCHEDULE (AMENDED 09/12/07 PER RESOLUTION # 2007-32) CATEGORY TITLE RETENTION 1000 GENERAL ADMINISTRATION 1010 Emergency Telephone Numbers Outdated + 2 1110 Miscellaneous Reference Materials Outdated + 2 1130 Operating Manuals (also see 6805 - Equipment Manuals) Superseded + 2 1220 Correspondence - Chronological (If not attached to an agreement or project file) End of Current Year + 2 1230 Educational Material Superseded + 2 1240 Organization Charts Superseded + 2 1310 Records Management End of Current Year + 2 1315 Public Records Request (GC34090) End of Current Year + 2 1320 Records Retention Schedules Until Superseded, (These are scanned with resolutions) 1340 Records Management Systems & Procedures Until Superseded + 2 1360 Policies and Procedures Until Superseded + 2 1370 City Seal Until Superseded + 2 1410 Security End of Current Year + 2 1420 Incident or Accident Reports (excluding Fire Dept) End of Current Year + 7 1425 Studies End of Current Year + 7 1430 Space Planning Until Superseded + 2 Amended September 2007 1510 Audits After Audit, Scan Permanent 1520 Audit Proposal End of Current Year + 4 1650 Graffiti End of Current Year + 2 1655 Complaints End of Current year.... :2 1700 Community Enhancement Projects End of Current Year + 4 Amended September 2007 2 2000 LEGAL 2010 Articles ofIncorporation Permanent, Scan Permanent 2020 Annexations (reports, agreements, public notices) Permanent, Scan Permanent 2021 Title Reports and Preliminary Title Reports Permanent, Scan Permanent 2030 Boundaries- City! Districts Permanent, Scan Permanent 2035 Geological Hazard Abatement District Agenda Packets Permanent, Scan Permanent 2036 Geological Hazard Abatement District Resolutions Permanent, Scan Permanent 2037 Geological Hazard Abatement District Minutes Permanent, Scan Permanent 2040 City Ordinances Paper Permanent, Scan Permanent 2041 Ordinance & Resolution Log Superseded + 2 2122 EIR/ Negative Declaration! Initial Study Approved + 2, Scan Permanent 2220 Cann Spending Limit Update End of Current Year"" 2 2520 Public Liability Claim Litigation Final Resolution + 5 2540 Litigation Resolution + 2 Scan Permanent 2545 Subpoenas End of Current Year + 5 2610 Legal Opinions Superseded + 2 2710 Affidavits and Legal Notices End of Current Year + 7 2715 Notice of Violation (Bldg, property & zoning) End of Current Year + 2 2730 Notice of Hearing- Undelivered Mail End of Current Year + 2 Amended September 2007 3 2740 Proof of Publication End of Current Year + 7 2750 Public Hearings Agendas & Notices End of Current Year + 2 2760 Courtesy Notices End of Current Year + 4 2810 Contracts and Agreements (includes leases, equipment, services or supplies) Completion, Termination or discharge + 5 2811 Contracts and Agreements, Capital Improvement Completion or termination + 2 (Contracts for all public construction re: planning, design, Scan Permanent conversion or modification of city-owned facilities, structures & systems, street paving and striping, Street lights, Traffic lights, and maintenance) 2815 Franchises (includes subdivision agreements, contracts for Sale or purchase of property, cable, grant of easements and or construction of improvements) Until Superseded + 5 Scan Permanent 2820 Contracts and Agreements- Recorded Covenants Paper Permanent, Scan Permanent 2831 Transcripts End of Current Year + 2 2832 .A,,]}peals EDd af CurreDt Year +- 2 2835 Petitions End of Current Year + 2 2840 Lobbyist Registration End of Current Year + 2 Scan Permanent Amended September 2007 4 4000 CITY COUNCIL 4040 Proclamations End of Current Year + 2 4210 City Council Correspondence End of Current Year + 2 4310 City Council Agenda Packets End of Current Year, Scan Permanent 4315 Speaker Slips in Agenda Packets End of Current Year + 2 4320 City Council Subcommittee Agenda Packets End of Current Year + 2 4410 City Council Meeting Minutes Permanent, Scan Permanent 4412 City Council Subcommittee Minutes Permanent, Scan Permanent 4411 City Council Minutes Index Permanent, Scan Permanent 4415 City Council Resolutions Paper Permanent, Scan Permanent 4420 City Council Meeting Audio TapesCDIDVD'S (FTR) End of Current Year + 7 4430 City Council Meeting VUb6 Tapes (Webstreaming) 90 Days 1 Year on line Download and retain for additional 6 years Amended September 2007 6 4500 COMMITTEES~ COMMISSIONS AND BOARDS 4510 Committees, Commissions and Boards, Applications (Not Appointed) End of Current Year + 5 4510 Committees, Commissions and Boards, Applications (Appointed) End of Term + 5 4511 Encinitas Public Finance Authority Agenda Packets End of Current Year + 2 4512 Encinitas Public Finance Authority Minutes Permanent, Scan Permanent 4513 Encinitas Public Finance Authority Joint Powers Agreements Paper Permanent, Scan Permanent 4514 Encinitas Public Finance Authority Resolutions Paper Permanent, Scan Permanent 4550 CAB Old Encinitas Agenda Packets End of Current Year Scan 10 Years 4552 CAB Old Encinitas Minutes Paper Permanent + Scan Permanent 4553 CAB Old Encinitas Resolutions Paper Permanent + Scan Permanent 4560 CAB New Encinitas Agenda Packets End of Current Year + 2 Scan 10 Years 4562 CAB New Encinitas Minutes 4563 CAB New Encinitas Resolutions 4572 CAB Cardiff Minutes 4573 CAB Cardiff Resolutions 4582 CAB Leucadia Minutes 4583 CAB Leucadia Resolutions 4592 CAB Olivenhain Minutes Paper Permanent + Scan Permanent Paper Permanent + Scan Permanent Paper Permanent + Scan Permanent Paper Permanent + Scan Permanent Paper Permanent + Scan Permanent Paper Permanent + Scan Permanent Paper Permanent + Scan Permanent Amended September 2007 7 4593 CAB Olivenhain Resolutions Paper Permanent + Scan Permanent 4610 Planning Commission Resolutions Paper Permanent, Scan Permanent 4611 Planning Commission Agenda Packets End of Current Year + 2 Scan Permanent 4612 Planning Commission Meeting Minutes Paper Permanent, Scan Permanent 4613 Planning Commission Meeting AudioCDs (FTR) End of Current Year + 7 4614 Planning Commission Meeting (Webstreaming) 1 year on line Download and retain for additional 6 years. 4820 Traffic Commission Meeting Agenda Packets End of Current Year + CD Permanent 4830 Traffic Commission Resolutions Paper Permanent, Scan Permanent 4831 Traffic Commission Meeting Minutes Paper Permanent, Scan Permanent 4832 Traffic Commission Meeting Audio CDs End of Current Year + 7 4839 Parks and Recreation Commission Agenda Packets End of Current Year + 2 4840 Parks and Recreation Commission Minutes Paper Permanent, Scan Permanent 4841 Parks and Recreation Commission Meeting Audio CDs End of Current Year + J 7 4844 Encinitas Ranch Golf Authority (ERGA) Minutes Paper Permanent, Scan Permanent 4850 Senior Citizen Commission Meeting Minutes Paper Permanent, Scan Permanent 4851 Senior Citizen Commission Meeting Audio CDs End of Current Year + 7 4852 Senior Citizen Commission Agenda End of Current Year + 2 4861 RDA Meeting Minutes Paper Permanent, Scan Permanent 4862 RDA Meeting Agenda Packets End of Current Year + 2 Scan and Keep 10 Years Amended September 2007 8 4863 Encinitas Ranch Golf Authority (ERGA) Agenda Packets End of Current Year + 2 4864 ERGA Resolutions End of Current Year + 2 Scan Permanent 4865 ERGA Minutes Scan Permanent, Paper Permanent 4870 County Service Area #17 (CSA 17)- see 8615 End of Current Year + 2 Scan- Permanent 4880 Encinitas Task Force for the Homeless End of Current Year + 2 4885 Committee/ Task Force Meeting Minutes Paper Permanent, Scan Permanent 4890 Trails Committee Meeting Tapes End of Current Year + 3 . 4900 Trails Committee Meeting Minutes Paper Permanent, Scan Permanent 4905 Fire Protection District Resolutions Paper Permanent, Scan Permanent 4910 Fire Protection District Minutes Paper Permanent, Scan Permanent 4915 Fire Protection District Agenda Packet Scan and Keep 1 0 Years End of Current Year + 2 4916 Fire Protection District Ordinances Paper Permanent, Scan Permanent 4920 Housing Authority Minutes Paper Permanent, Scan Permanent 4923 Housing Authority Agenda Packets End of Current Year + 2 Scan Permanent 4925 Housing Authority Resolution Paper Permanent, Scan Permanent 4930 Commission for the Arts- Audio Tapes! Audio CDs End of Current Year + 7 4931 Commission for the Arts- Agenda Packets End of Current Year + 2 4932 Commission for the Arts- Minutes Paper Permanent, Scan Permanent 4940 Youth Commission- Audio Tapes.' Audio CDs End of Current Year + 7 4941 Youth Commission- Agenda Packets End of Current Year + 2 4942 Youth Commission- Minutes Paper Permanent, Scan permanent Amended September 2007 9 5000 OTHER ORGANIZATIONS 5050 FraterRal aRd Serviee Croups ERd of CurreRt Year T 2 5090 Homeowner Associations End of Current Year + 2 5100 Nearby Cities End of Current Year + 2 5170 LAFCO End of Current Year + 2 5180 Sister Cities Permanent, Scan Permanent 5190 League of California Cities End of Current Year + 2 5200 County Government (Misc. correspondence, etc.) End of Current Year + 2 5250 San Diego Association of Governments (SANDAG) (Misc. correspondence, etc.) End of Current Year + 2 5260 San Diego County Regional Transportation Commission End of Current Year + 2 5300 Special Districts (Misc. correspondence, etc.) End of Current Year + 2 5305 Association of CA Water Authority End of Current Year + 5 Scan Permanent 5310 California Special District Association End of Current Year + 2 5320 .\ir PollutioR CORtrol Distriet ERd of CurreRt Year T 2 5322 Water Quality Control Board- Regional End of Current Year + 2 5325 Water Pollution Control End of Current Year + 2 5335 North County Transit District End of Current Year + 2 5340 SaR Diego Authority far Freeway (SAFE) ERd of CurreRt Year T 2 5400 Joint Power Insurance Authority (J.P.A.) End of Current Year + 4 Amended September 2007 10 5410 Fire Assoeiation, Speeial Distriet End of Current Year -+- 2 5425 North County Dispatch Joint Powers Agency End of Contract Term + 4 5430 California State Fire Association End of Current Year + 2 5435 California Surf Lifesaving Association End of Current Year + 2 5440 California Fire Academy End of Current Year + 2 5441 National Fire Academy End of Current Year + 2 5500 State Government End of Cun:ent Year + 4 5505 California Fire Fighter Joint Apprenticeship Program End of Current Year + 2 5510 California Division of Forestry End of Current Year + 2 5515 California Environmental Quality Act End of Current Year + 2 5520 Fair Politieal Praetiees Commission End of Current Year -+- 2 5540 CAL TRANS End of Current Year + 2 Scan Permanent 5550 California Coastal Commission End of Current Year + 2 Scan Permanent 5560 Federal Government End of Current Year + 2 5610 Census End of Current Year + 4 Scan Permanent 5700 Professional and Business Group End of Current Year + 2 5840 Utilities End of Current Year -+- 2 Amended September 2007 11 6300 PAYROLL 6301 Tax Filings, Payroll & W-2s End of Current Year + 7 Paper PermiScan Permanent 6310 PERS Payroll Reports End of Current Year T 3 Paper PermlScan Permanent 6331 (see under accounting) 6354 Time Cards End of Audit + 6 6355 Year-End Payroll Register (cumulative) Permanent Amended September 2007 15 6700 PROPERTY 6701 Property, City Owned (agreements to purchase) (Deeds for Property in 671 0) Until Relinquished + 5 Scan Permanent 6705 Property, Federal End of Current Year + 2 Scan Permanent 6708 Badger Filtration Plant End of Current Year + 5 Scan Permanent 6710 Deeds and Easements Permanent, Scan Permanent 6720 Construction and Design End of Current Year + 5 Scan Permanent 6721 Notice of Completion End of Current Year + 2 Paper Permanent, Scan Permanent 6725 Certificate of Compliance End of Current Year + 2 Paper Permanent, scan permanent 6730 Civic Center Utilization 6740 Leases 6760 Appraisals 6800 Capital Equipment 6805 Equipment Information End of Current Year + 2 Termination! Discharge + 4 End of Current Year + 4 Zero Book Value + 4 Retain Until Equipment Replaced, Sold, Etc. 6810 Equipment Maintenance End of Current Year + 2 6820 Cellular Telephone End of Current Year"" 2 6830 Vehicles (City! Staft) End of Vehicle Use + 5 6831 Fuell Gasoline Logs End of Current Year + 2 6840 Furniture and Equipment Inventory End of Current Year + 4 6850 Warranties End of Warranty + 1 6860 Surplus Property End of Current Year + 4 Amended September 2007 18 7000 HUMAN RESOURCES 7050 Oaths of Allegiance Council- Permanent + Scan Permanent; Others- Tenure + 2 7100 Current Employee Personnel Files Until Termination then Transfer to 711 0 7110 Former Employee Personnel Files Termination + 2, Scan Permanent 7150 Statements of Economic Interest (Elected Officials) (also includes ethics training certificates) End of Holding Office + 7 7155 Statements of Economic Interest (unsuccessful candidates & appointed officials & employees) (also includes ethics training certificates) End of Current Year +~ 7 7250 Contract Employees End of Current Year + 2 7251 Wage Standards for Public Contracts Superseded + 4 7300 Applicant Resumes End of Current Year + 2 7510 Attendance and absence reports in conjunction with payroll Issues End of Current Year + 3 Scan Permanent 7520 Attendance and Absence Reports Relating to Commission/ Committees End of Current Year + 3 7550 Training End of Current Year + 2 7551 Orientation End of Current Year + 2 7630 Position Announcements End of Current Year + 1 7701 Compensation Plan, Employee Flexible Permanent, Scan Permanent 7703 Public Employees Retirement System (PERS) Permanent, Scan Permanent Amended September 2007 20 8000 PUBLIC SERVICES 8005 Disaster Preparedness 8015 Transportation Funding 8020 San Elijo Joint Powers Authority 8021 San Elijo Joint Powers Ins. Authority 8105 Regional Planning 8110 General Plan 8115 Specific Plans 8120 General Plan- Progress Reports 8130 Redevelopment Plan 8135 Economic Development Plan 8140 Traffic Management Plan 8150 Growth Management 8160 Tract Maps (Misc. Correspondence) 8161 Tract maps (final maps) 8162 Assessment Districts (original documentation, Collection information) 8163 Inspector's Logs 8164 Major Use Permits (includes grading, soils, hydrology studies /reports/ permits are permanent) (all misc. correspondence can be purged 2 years after project completion) Amended September 2007 22 End of Current Year +2 Scan Permanent End of Current Year + 2 End of Current Year + 4 Scan Permanent End of Current Year + 4 End of Current Year +4 Sean Permaaent Superseded + 2 Superseded + 2 Superseded + 2 End of Current Year + 2 End of Current Year + 4 Scan Permanent End of Current Year + 2 Scan Permanent End of Current Year + 2 Scan Permanent Completion of Project + 2 Scan Permanent Permanent, Scan Permanent End of Current Year + 5 Completion of Project + 2 Scan Permanent 8165 Site Development (grading, hydrology soils studies/reports/permit) Completion of Project + 2 Scan Permanent 8166 Facility Maintenance (does not include contracts) End of Current Year + 3 8167 Utility Permits Completion of Project + 2 Scan Permanent 8169 Parcel Maps, Final (grading hydrology, soils reports/permits are permanent) Scan Permanent 8170 Parcel Maps (Misc. Correspondence) Completion of Project + 2 8171 Grading Violations Resolution of Violation + 5 8172 Certificates of Correction End of Current Year + 2 Scan Permanent 8174 Capital Improvement Projects (Engineering records) (bidders lists, reports, work orders, Schedules) Project Completion + 10 yrs 8175 Capital Improvement Projects Project Completion + Scan Permanent (records re: planning, design, contracts, construction, conversion or modification of local government-owned facilities, structures and systems) 8180 Vacation (Streets, Easements, Etc.) Permanent, Scan Permanent 8200 Planning Case Files Completio8 +- 2, Occupied + 5 Scan Permanent 8205 Code Enforcement Case Files (essential) End of Current Year + 2 Scan Permanent 8206 Code Enforcement Case Files (non-essential) Current + 2 8207 Abandon Vehicle Reports Current + 3 8210 Storm Water & Grading Violations/citations End of Current year + 2 Scan Permanent 8230 Plan Check Packets (Final approvals - Blue Card, Title 24, Height Cert, Structural Calcs, Truss Plans & Calcs Soils & Geotechnical reports) End of Current Year + 2 Scan Permanent Amended September 2007 23 8230 Plan Check Packets (Residential Certificate of Compliance, Structural Calculations, Truss Plans & Calculations, Soils & Geotechnical Reports) End of Current year + 2 8230 Plan Check Packets - Residential: Final approval "blue card", Height Certificates - Non-Residential: Final Approval "Blue Card" Certificate of Compliance, Height Certificate Structural Calculations, Truss Plans & Calculations, Soils and Geotechnical Reports, Building Permits (Building plans "blueprints," copy of permit (inspection record) End of Current Year + 2 Scan Permanent 8230 Building Permits (residential and non-residential) (building plans "blueprints" Copy of Permit" inspection record'~ End of Current Year +2 Scan Permanent 8300 PERMITS AND LICENSES 8305 Special Operations Permit (actual permit, approvals, agreements, insurance) End of Current Year + 2 Scan Permanent 8310 Burn Permits End of Current Year + 2 8315 Alarm Permits Current Year + 5 8320 Business Permits and Licenses Abandonment! Expiration + 2 8325 Business Registration Current Year + 5 8350 Alcoholic Beverage License Notices Abandonment! Expiration + 4 8360 Banner Perm us Current year + 5 Amended September 2007 24 8400 PUBLIC WORKS 8410 Public Works Project Files End of Project, Scan Permanent 8411 Surveying of Project End of Project, Scan Permanent 8413 Daily Diary (Work Orders, etc.) End of Current Year + 5 8415 Bridges End of Current Year + 2 Scan Permanent 8420 Engineering Street Improvements (CIP's) End of Current Year + 2 Scan Permanent 8430 Street Maintenance End of Current Year + 5 Scan Permanent 8431 Street Lights (maintenance, work orders) End of Current Year + 2 8450 Street Sweeping (Contractual) End of Current Year + 2 8451 Street Naming End of Current Year + 2 Scan Permanent 8459 Sewer Permits Scan Permanent 8460 Sewers (misc. correspondence, accounting) Final completion + 2 8461 Sewer Milars - final project Scan - Milars Permanent 8462 'Vater MaiDs EDd of CurreDt Year -+- 2 8465 Solid Waste End of Current Year + 2 Scan Permanent 8466 Hazardous Waste Permits/ Storage End of Current Year + 2 Scan Permanent 8467 Hazardous Materials Disposal Program End of Current Year + 10 Amended September 2007 25 8470 Storm Drainage End of Current Year + 2 Scan Permanent 8475 Trees (Trimming, Removals, water programs, planting) End of Current Year + 2 Scan Permanent 8480 Bikeways Completion + 3 Scan Permanent 8481 Truck Routes End of Current Year + 2 8489 Work Orders Completion + 3, Scan Permanent 8490 Parking and Traffic Control Completion + 3, Scan Permanent 8491 No Parking Zones Completion + 3 8492 Traffic Accidents Completion + 4 Scan Permanent 8493 Traffic Proposals Completion + 4 8494 Traffic Signal Devices End of Current Year + 2 8495 Traffic Studies Completion + 3 Scan Permanent 8495 Traffic Studies- loToSo End of Current Year + 5 Scan & Keep 10 Years 8495 Traffic Studies- Speed Zones End of Current Year + 5 Scan & Keep 1 0 Years 8496 Stop Sign Studies Completion + 5 Scan Permanent 8497 Parking Citations End of Current Year + 1 8498 Directed Patrol and/or Radar End of Current Year + 3 yrs 8499 Traffic Calming End of Current Year + 5, CDs Perman Amended September 2007 26 8500 FIRE 8510 Arson End of Current Year + 2 Scan Permanent 8511 Non-Arson Reports Current year + 2 8512 Fire Department Incident Response Reports End of Current Year + 2 Scan Permanent 8520 Damaged Hydrant Reports End of Current Year + 2 8525 Fire Department Station House Log Books End of Current Year + 2 Scan Permanent 8531 Annual Reports End of Current Year -+ :2 Sean 10 Years Current Year + 2 8532 Monthly Reports End of Current Year -+ :2 Sean 10 Years Current Year + 2 8540 Weed and Litter Abatement Permanent 8550 Investigation and Public Assistance Reports End of Current Year + 4 8551 Waiver of Liability ( patient release form - adults) End of Current Year + 5 8552 Waiver of Liability (patient release form -under age 18) End of current Year + 2 Scan Permanent 8555 Fire Rating Report End of Current Year + 12 8560 Illegal Camping End of Current Year + 4 8588 Sprinkler Inspection End of Current Year + 3 8589 Occupancy Inspection Reports Paper Permanent Amended September 2007 27 8800 SOCIAL WELFARE 8805 False Alarm Reports End of Current Year + 2 8810 Flood Plains & Control End of Current Year + 2 Scan Permanent 8820 Water End of Current Year + 2 Scan Permanent 8825 Water Districts End of Current Year + 5 8826 San Diego County Water Authority End of Current Year + 5 Scan Permanent 8828 F.E.M.A.- D.S.R. Completion + 2 Scan Permanent 8840 Recycling 8861 Animal Disposal 8900 Job Center 8905 Housing 8907 Housing - Section 8 Waiting Drop List 8908 Housing- Section 8 Rental Assistance 8910 San Diego County Sheriff 8915 Migrant! Transient Issues End of Current Year + 2 End of Current Year + 2 End of Current Year T 2 End of Current Year + 2 Current + 5 End of Participation + 5. End of Current Year + 2 End of Current Year + 5 Scan Permanent Amended September 2007 31 9000 HISTORICAL AND PUBLIC INTEREST 9005 Historical Documents & Photos Permanent, Scan Permanent 9010 Statistics- City & North County End of Current Year + 2 Scan Permanent 9100 Newsletters- City End of Current Year + 2 Scan Permanent 9105 Newsletters- City Manager End of Current Year + 2 9130 Departmental Bulletins End of Current Year + 4 9150 Press Releases End of Current Year + 2 9200 Brochures- City End of Current Year + 2 Scan & Keep 1 0 Years 9210 History of Encinitas Permanent, Scan Permanent 9300 Directories- City Until Superseded + 2 9305 Directories- City Hall Until Superseded + 2 9410 Biographies Permanent, Scan Permanent 9500 Special Events End of Current Year + 2 9610 Photographs- Aerial Permanent 9700 Newspaper Clippings- Historical Purposes Permanent, Scan Permanent 9702 Newspaper Clippings Ceneral Date af Puhlieatian -+ 2 Amended September 2007 32