HomeMy WebLinkAboutCC RESO 16,139RESOLUTION NO. 16,139
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NATIONAL CITY APPROVING AMENDMENTS TO THE
RECORDS MANAGEMENT MANUAL AND RECORDS
RETENTION SCHEDULE
BE IT RESOLVED by the City Council of the City of
National City that the City Council hereby approves amendments
to the Records Management Manual and Records Retention
Schedule, which amendments are indicated in the attached
Exhibits "A" and "B."
PASSED and ADOPTED this 12th day of December, 1989.
George H Waters, Mayor
ATTEST:
Lori Anne Peoples, City Clerk
APPROVED AS TO FORM:
Geor-e H. Eiser, III
City Attorney
CITY MANAGER: PERSONNEL
Record Title and Description
Administration
RETENTION
Legal Department
Minimum Minimum
Department Head Meetings 0 1
Destruction of Temporary Records Notice 2 P
Civil Service Commission (all except
the following) 2 2
Minutes P P
Classification 2 2
Classification Plan - Council Actions 2 2
Departments 2 2
Eligible Lists 2 5
Employee Organizations 2 2
Employee Personal Records (all except the 2 1 year
following) after
separa-
tion
Employees granted disability retirement P P
Leave Slips 2 5
Employment 2 2
Anti -Discrimination 2 2
Employment Log 2 2
Examinations 2 2
Fringe Benefits
Deferred Compensation Plan 2 2
Dental Insurance 2 2
Health Insurance; Current Carrier,
Prior Policies 2 2
Life Insurance; Current Carrier, Prior
Policies, & Management & Confidential 2 2
Retirement, P.E.R.S. 2 2
Sick Leave 2 2
Uniform Allowance 2 2
Vacation 2 2
Job Descriptions, Current 2 2
20
CITY MANAGER: PERSONNEL, continued
Record Title and Description
RETENTION
Legal Department
Minimum Minimum
Job Descriptions, Prior 2
Labor Relations 2
Management Benefits 2
Personnel Organizations - 2
Recruitment 2
Rules 2
Salaries 2
Consumer Price Index 2
Salary Schedules, Current 2
Service Awards 2
Surveys 2
Training 2
Turnover 2
Work Programs 2
21
2
2
2
2
2
5
2
2
2
2
2
2
2
2
FINANCE (INCLUDING TREASURER)
RETENTION
Legal Department
Record Title and Description Minimum Minimum
Accounting and Reporting (all except
the following) 2 5
Adjustments to General Ledger -
Appropriation Transfers, Fund
Transfers, Journal Vouchers 2 P
Reports
Annual Operating Budget
Annual Report of Financial
Transactions to the State
Controller 2 P
Accounting -Special (all except the following) 2 5
Grants (After Audit) 2 10
Revenue Sharing 2 10
Accounts Payable 2 10
Administrative Orders & Directives 2 2
Agreements 2 5
Assignments to Collection Agency 2 5
Audits:
Miscellaneous Audit Reports 2 P
Miscellaneous Correspondence 2 P
Annual Audit of City Records 2 P
Banking (all except the following) 2 5
Cancelled Checks - Payroll and
Accounts Payable 2 20
Correspondence 2 2
Facsimile Signatures P P
Bankruptcy 2 5
Bonds & Interest (all except the following) 2 P
Correspondence & Miscellaneous
Information 2 5
Budget
26
P P
wuIeUr n
FINANCE (INCLUDING TREASURER), continued
RETENTION
Legal Department
Record Title and Description Minimum Minimum
Business License 2 5
Civic Projects 2
Conflict of Interest Code and Statements 4 4
Deferred Compensation
Historical Records 2 p
Operating Procedures 2 P
Departmental - Finance 2 2
Departmental - Other 2 2
Destruction of Temporary Records Notice 2 P
Districts - Miscellaneous Correspondence 2 5
Dog License 2 5
Industrial Waste 2 5
Insurance
Policies 2 P
Miscellaneous Reports and Memos 2 10
Inventory 2 5
Investment Information 2 2
Miscellaneous Studies 2 2
Organizations, Associations, Societies,
Committees 2 2
Payroll
Timesheets
Reports
Cancelled Checks
Payroll Register
Year -to -Date Earnings
Correspondence
Leave Slips
27
2 P
2 10
2 . 20
2 P
2 10
2 5
2 5
FINANCE (INCLUDING TREASURER), continued
RETENTION
Legal Department
Record Title and Description Minimum Minimum
Policy and Procedure 2 2
Property, City 2 5
Receivables - Paid 2 10
Receipt Books, Departmental 2 10
Records of Cash Receipts - Daily 2 10
Service Cards 5 P
Special Assessments 2 5
Taxes, Property and Assessment Roll 2 5
Trust 2 2
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