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RES-2006-080RESOLUTION NO. 2006-080 A RESOLUTION OF THE CITY COUNCII, OF THE CfTY OF ANAHEIM APPROVING THE RECORDS RETENTION SCHEDULE, FOR THE COMMUNITY SERVICES DEPARTMENT WHEREAS, Section 34090, et seq., of the Government Code of the State of California provides for the retention and destruction of certain records, documents, instruments, books and papers (hereinafter "records"); and WHEREAS, in accordance with the provisions of Section 34090 a Records Retention Schedule was previously approved by the City Council for the Community Services Department; and WHEREAS, changes have been recommended to the Records Retention Schedule for the Record Series in the Community Services Department as shown on the attached exhibit; and WHEREAS, the Records Policy Committee of the City of Anaheim concurs in these changes; and WHEREAS, the City Council concurs in these recommended changes to the Records Retention Schedule for the Community Services Department. NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Anaheim that the Records Retention Schedule for the Community Services Department, as amended, and as more particularly described in Exhibit "A" attached hereto and incorporated herein by this reference is hereby approved. THE FOREGOING RESOL ION is hereby roved and adopted by the City Council of the City of Anaheim th' 9th day o y ,2006. MAYOR F THE CITY OF HEIM A C LER F CITY OF ANAHEIM APPROVED AS TO FORM: CITY ATTORNEY ATTEST: AYES: Mayor Pringle, Council Members Sidhu, Hernandez, Galloway, Chavez NOES: NONE ABSENT: NONE ABSTAIN: NONE EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: Program Name: ~Hnn-aa~Services, Nelg~q~ood Services; imt.'~tratiio~,.Lii~~rer~~~e.~Rec~e+~atioir~`-. '~~~~1f ~Cs~;.~.:ree~ ~ . Maintenance, Therapeatic, Na ~ S~'~ ~ ~ ~°g~iies;:Facilities, ~Cl~,sse~ ai~d~~::ialquualtics. Xou~~ . ;:~, ~ `~ ~ioti :S ~ ~.. ~ ~- r"~ ~:... Arts'..:`..; ~.. . tore, po .. ~~ pecis. a ~d°~ . l~ . Servi Communiit~~~. ~Cent~e ~ .NeI~ ~~ chood'~Cenfe ~ ~ Senior Citizen Cente ~ C$ ~ ~~ ~ -: ~::~.;:: ~.;.;:.:~:, •,:.: • . ~ ... Program No.: T~1 i2, ~i 113,11 i4; ~4'101~,4i81, 41~~~1, 418~t; ~4212;.4.~~1~~3,:42,42, 42.43, 4~~ ... ~~ ..;'1~,~ 4273;~.4~F 4 ...5, A~6, 42'#7'; 424, 428Q.~42$1; 4283, 4700, ~724~, 7.246, 7278, 7287 ~ ~ ~ ~ ~~ ~ ~ ~ .. ~ ~ ~ ~ .~ . . .... .. .... ~Codes~abd~Deff~itioips.. '~:~:. ..~ ~.,.,,.,...;;;.::.~::~.:,... Record Paper, correspondence, forms, photographs, microfilm, and audio tapes, maps, drawings, or other documents, including all copies thereof, as well as originals (created by the City in the ordinary course of business) which directly relate to the functioning of the or anization. Non-record Material that does not relate directl to the functionin of the or anization; is not roduced b ors ecificall for, the or anization. Retention Code ~. ~ A Audit as in after audit) DI Destro immediatel CL Closed/Com letion CV Current Version CY Current Year E Ex iration EV Event ET End of Term, Ex iration of Term QJk6~'~t~odesu.' F Records ke t b fiscal rather than Calendar ear DP De artment Practice L Life of contract, buildin or ui ment GC Government Code LA Limited Access P Permanent T Termination (as in em to ment, contracts) V Vital Record WC While Current Y Years **If files are not audited within the retention period, they will be destroyed after seven (7) years; i.e. an `A+2Y' retention period will be retained for seven years, if the file does not get audited within seven years it will be destroyed after the seventh year unless otherwise stated in contracts. 5/8/2006 Page 1 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ ~: ~~ . ~ .CLASS ~ ~ ~ RETENTIt31~=,;: ~~~ .. ~ Q~~~~. ~ ~ ... ~ ~ . . BOARDS, COMMITTEES, COMMISSIONS, OUTSIDE AGENCIES Boards, Commission Meetin s -Audio Ta s Minutes CY + 2 Y GC34090 Anaheim Motel Collaboration Fro am Files CY + 3 Y DP Anaheim Public Information Inc. Pro am Files CY + 5 Y DP Communit Services Board A endas CY + 2 Y DP Includes ackets Communit Services Board Minutes P GC34090 Cultural & Herita a Commission A endas CY + 2 Y DP Includes ackets Cultural 8c Herita a Commission Minutes P GC34090 Cultural Arts Commission, Historical Minutes P GC34090 East African Communit Center of O C A ndas CY + 3 Y DP Family Care Consortium Case Files CY + 3 Y DP Grant, insurance documents Golf Commission A endas CY + 2 Y DP Includes ackets Golf Commission Minutes P GC34090 Librar Board Minutes P GC34090 Mother Colon House Adviso Committee Minutes P GC34090 Disbanded 05/03 Park & Recreation Commission A endas CY + 2 Y DP Includes ackets Park & Recreation Commission Minutes P GC34090 Senior Citizens Commission A endas CY + 2 Y DP Includes ackets Senior Citizens Commission Minutes P GC34090 DEPARTMENT, GENERAL ADMINISTRATION/GENERIC Accidents Re rts CY + 5 Y DP Accountin Re rts CY + 2 Y Generic Ac uisitions, Develo ment, Other Pro rties Pro'ect Files P DP Ac uisitions, Develo ment, Parks Pro'ect Files P DP 5/8/2006 Page 2 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ ~ ~ CLASS RE~'ENTION Ai;fR)(TY ' ~: . ~ . ~~ ~~OMMENTS~. ~. DEPARTMENT, GENERAL ADMINISTRATION/GENERIC Cont. Advertisin & Marketin Promotions, Ads Files CY + 2 Y DP Affirmative Action Re orts CY Generic Annexations, City Files P DP Record Copy: City Clerk Annual, Fiscal Year Re orts CY + 2 Y DP A raisals Re orts P DP Attendance Statistical Series Re orts CY Generic Audits Re orts A + 2 Y DP Bid Lists Other CY + 2 Y DP Brochure, Recreation Other CY + 2 Y GC34090 Bud et (Worksheets) Other CY + 3 Y Generic Bud et (final as submitted) Re orts CY + 3 Y Generic Calendars Other CY + 2 Y Generic Ca ital Pro'ects Files P Collection Officer receipts Forms CY + 2 Y Generic Record Copy: Finance. Copy with submitting de t. Com laints Re rts CY + 2 Y DP Contracts, Rental Other CY + 2 Y DP Contracts, Talent Other T + 5 Y DP Contracts, Tournament Other T + 10 Y DP Contracts/Agreements, Administration Other T + 10 Y DP Record Copy: City Clerk Copies Other DI Generic Extra copies no longer needed; research materials publicly available from other sources (including news cli in s) S/8/2006 Page 3 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ CLASS RETENTION AUTH4RTf'.~` ~ COMMENTS ~~ DEPARTMENT, GENERAL ADMINISTRATION/GENERIC Cont. Comes ondence, General Files CY + 2 Y Generic De artment Pro Re ort CY + 2 Y Generic Activit Re orts De artment Pro'ects Files CY + 5 Y De artmental Policies, Procedures Files WC + 5 Y Generic Drafts Other DI Generic Office memos, minutes, internal reports, working files, duplicating official record files Dut Officer Re ort CY + 2 Y DP ui ment manuals Other WC Generic Ex nse Claims Forms CY + 3 Y Generic Facilities Case Files CY + 2 Y DP Check Lists, Cleaning Deposits, Maintenance Logs, Use Permits, load/unload parking permits, Use Schedules, Add/delete slips, Super- visor logs, refund uests Facilities Reports CY + 2 Y DP Rental Cancellations, Recurring Users, Gym Ca ital Fund Facilities, Buildin Maintenance Files CY + 2 Y DP Facilities, Field & Safet Re orts CY + 5 Y DP Facilities, Storm Dama a Re orts P DP Financial Records CY + 3 Y Generic Cash register tapes, receipts, deposit slips, invoices, etc. 5/8/2006 Page 4 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~~~..~~CLASS~ RETENTIQN~.~ ~ AI~OR`: ~ . ~ CO~'i'S DEPARTMENT, GENERAL ADMIIITISTRATION/GENERIC Cont.) Fiscal S stems Review Re orts CY + 2 Y DP Grants, Communit Develo ment Block Grants Case Files CY + 2 Y DP A lications, fundin Grants, Federal, State Case Files CY + 5 Y DP Personnel Records, ievance Files T + 5 Y Generic Create as needed G m Ca ital Fund Files CY + 2 Y DP Incident Re orts CY + 5 Y DP Insurance Certificates & Endorsements Other T + 5 Y DP Interde artmental Char es Records CY + 3 Y Generic Inventories Files CY + 3 Y Generic Invento ui ment Re orts CY + 2 Y GC34090 Invoices Records CY + 3 Y Generic Itineraries Files CY + 2 Y Generic Ke Indicators, Quarterl Re orts CY + 2 Y DP Personnel Records, MAPS Documentation Files CV + 5 Y Generic LA~mployee & su rvisors Ma s, Trail Easements, Park Locations Other P GC34090 Monthl ,Statistical Re its CY + 2 Y DP Nei hborhood Center A enc Information Sub'ect Files CY + 2 Y DP Notes, handwritten Other DI Generic Notes that do not reflect relevant matter, histo O eratin Evaluation Re rts P DP Or anisation Charts Records CV + 2 Y Generic Park Deli , Acce ted Pro sals Files CY + 5 Y DP Park Desi , Unacce ted Pro osals Files CY + 2 Y DP Park Ins ection Re ort CY + 2 Y GC34090 Park Observation Re ort CY + 2 Y DP 5/8/2006 Page 5 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ CLASS ~~ RETENTION .AiP1C1~p1~IT~~:'~ ` ~ ~ ~~CQ~+I11~ErPl'S DEPARTMENT, GENERAL ADMII~TISTRATION/GENERIC Cont. Payroll Reports CY Generic YTD statistics; MPPS series reports; payroll reports showing char es to accounts. Permits, Parkin Other CY + 2 Y DP Personnel Reports CY + 3 Y DP Record Copy: Finance; Attendance, Comp Time Usa e Personnel Records Files CY + 2 Y DP Assignments, Hours Lo s, Personnel Records (each staff member) Files T + 5 Y Generic LA-employee & supervisor(s); Training Records Certifications & Documents also management review for romotion Personnel Records, Workers Com ensation Files T 5 Y Generic Personnel, Recruitment, art-time Files CY + 2 Y DP Personnel, Tem o Hires Files CY + 2 Y DP Invoices, Hours Pictures/Ne atives Other P DP Plans, General Plan, Recreation Element Files CY + 15 Y DP Record Copy: City Clerk Plans, Park Construction -Plans & S cs Files P GC34090 Press Releases, News a r Articles Other CY + 2 Y DP Productivit Measures Re orts CY + 2 Y DP Purchase Orders Records CY + 2 Y Generic Purchased Materials, includin books Re orts CY + 2 Y DP 5/8/2006 Page 6 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ CLASS RETENTION AUT1E~f3RITY COM1441J`1~1TS DEPARTMENT, GENERAL ADMINISTRATION/GENERIC (Cont. Receipts Other CY + 2 Y DP Rental Deposit, armored transport, rformin ou s Re uest for delive Forms CY + 2 Y Generic Re uest for work Forms CY + 2 Y Generic Revenue Reca Re orts CY + 2 Y DP Scholarshi s Forms CY + 2 Y DP Software Licenses Other L Generic Retain onsite while software is in use. S ecial Pro'ects Files CY + 2 Y DP Staff meetin (de artment) Minutes CY + 2 Y Generic Staff Reports to City Council Files CY+ 2 Y Generic Record Copy: City Clerk Strate is Plans Files CY + 15 Y DP Surveys Other CY + 3 Y DP Community Needs, Golfer Profile Analysis, Priority Neighborhoods Perce tion Tele hone Messa es Los CY + 2 Y Generic Tele hone Messa es - Sli s Other DI Generic Tele hone Use Re orts CY + 2 Y Generic Time sheets si ed) Other CY + 2 Y DP Transmittals Re orts CY + 2 Y DP Variance Bud et Re orts CY + 2 Y Generic Vendors Files T + 5 Y DP Video Ta es Other CY + 2 Y DP Volunteers Files T + 2 Y DP Hold Harmless, Sign- u Sheets 5/8/2006 Page 7 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ CLASS . ~: : ~. RETENTION:.: .: AUT1~I'3R]l'FY ~ : ~ : COQ DEPARTMENT, GENERAL ADMI1~iISTRATION/GENERIC Cont.) Volunteers Re orts CY + 5 Y DP Hours Web Pa a Emails Corres and CY + 2 Y DP EVENTS Events, Annual, Cit , Communit R uested Files CY + 5 Y DP Events, Fall Dance Recital Files CY + 2 Y DP Events, Special Files CY + 2 Y DP Registration, including Hold Harmless, Medical Releases, Receipts, Attendance Records Events, S ial -Contracts Other T + 13 Y DP PROGRAMS Anaheim Achieves Program Files CY + 3 Y DP Includes grants, letters of support, Memo of Understandin Aquatics/Recreation Classes Program Files CY + 2 Y DP Hold harmless forms, receipts, class registration, contract classes, rosters, schedules, refund uests Aquatics/Recreation Classes Reports CY + 2 Y DP Attendance Records, Recei is A uatics/Recreation Classes, Contracts Other CY + 5 Y DP 5/8/2006 Page 8 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES ~ . ~ .CLASS ~ ~ ~ RETENTION AU"Q.~~ ~. CO>vLV11ENTS. . PROGRAMS (Cont. Children's Station Child Care Center Frogram Files CY + 3 Y DP Monthly Reports, related studies Children's Station Child Care Center, Contracts Other CY + 3 Y DP Class Instructors Files T + 5 Y DP Contracts, insurance, business license, etc Client Sheets Other CY + 2 Y DP Community Centers Program Files CY + 2 Y DP Schedules, Users, Attendance Lo s Communit Centers Re orts CY + 5 Y DP Activit , Productivit Communit Centers Re orts CY + 3 Y DP Attendance Community Centers, Management Files CY + 5 Y DP Policies/Procedures, Public Service Funding Process Materials, Grants Feed the Need in Anaheim Cit wide Food Drive Pro m Files CY + 3 Y DP Golf Courses Files P DP Design, Study & Assessment, 20-30 Year Pro Formas, Manuals, Privatization Reports, Proposals, Polic and Procedures Greater Anaheim Soccer League (GASL) Reports CY + 3 Y DP Cham ionshi Reca Re ort Food Pant Los CY + 2 Y DP Gan Prevention Pro am Files CY + 3 Y DP Golf Carts Pro am Files CY + 3 Y DP Ta s, Ta s, Sli s Golf Carts Reports CY + 3 Y DP Breakdowns, Damage & Billin s, Gas 5/8/2006 Page 9 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RPCOIZD S)EiRIES ~ ~ CLA.SS~ . RETENTION~.: ..~UTHlE1~fY~ ~~ ,:;-.":::>~'~~~~~C~3}li~TS~ . PROGRAMS (Cont. Golf Courses Program Files CY + 2 Y DP Tally Sheets, Logs, EZGO Repair ,Tee Sheets, Billin s/Receivers G mnastics Pro am Files CY + 5 Y DP Human Services Pro am Files CY + 3 Y DP Libr ,Annual State Libr Re orts CY + 5 Y DP Libr ,Grants Files T + 10 Y DP Libr , Monthl circulation Re orts P DP Mi rant Education Files CY + 2 Y DP Mural Pro'ect Files CY + 5 Y DP Nature Pro am Pro am Files CY + 2 Y DP Nature Pro m Re orts CY + 2 Y DP Nature Pro m, Contracts Other CY + 5 Y DP Nature Pro am, Health & Consent Statements Other T + 2 Y DP Nei hborhood Center Court Referral Si n Off Other CY + 2 Y DP Nei hborhood Services Files CY + 3 Y DP Oran a Count Conservation Co s, Contracts Other CY + 2 Y DP Park Ran ers Pro am Files CY + 5 Y DP Pearson Park Theatre Pro am Files CY + 5 Y DP Sorts Lea es Pro am Files CY + 2 Y DP Sorts Lea es Files CY + 3 Y DP Sorts Lea es Re orts CY + 10 Y DP Sorts Lea es Re orts CY + 5 Y DP Sorts Lea es Re orts CY + 2 Y DP Sorts Lea es/Facilities Pro Files CY + 5 Y DP Sorts Lea es & Facilities I.D. Track Lists Other CY + 3 Y DP Striker Lists Other CY + 2 Y DP 5/8/2006 Page 10 of 11 EXHIBIT A CITY OF ANAHEIM RECORD RETENTION SCHEDULE DEPARTMENT: COMMUNITY SERVICES AGENCY NO: 213 PREVIOUS RESOLUTION NO. DATE APPROVED: RECORD SERIES CLASS ~RPTENTIOl~I~ ~:AUTIE;IORI'PY. ~~~~ ~CUi1~T5~~ PROGRAMS (Cont.) Studies, Youth Gan Files CY + 5 Y DP Thera utic Recreation Pro am Files CY + 5 Y DP Tin Tots Pro m Files CY + 5 Y DP Trails, Ridin & Hikin Files CY + P DP 5/8/2006 Page 11 of 11