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HomeMy WebLinkAboutItem 09 - Destruction of Obsolete City RecordsClerk of the Council Office https://www.santa-ana.org/cc Item # 9 or City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report June 15, 2021 TOPIC: Destruction of Obsolete City Records AGENDA TITLE: Approve Destruction of Obsolete City Records RECOMMENDED ACTION Approve the request for the destruction of obsolete records from Community Development Agency in accordance with the retention schedule outlined in City Council Resolution 2013-014. DISCUSSION On April 1, 2013, the City Council approved Resolution 2013-014 ("Resolution"). This Resolution provides to the multiple agencies, departments, and offices of the City, guidance on the retention of City records and how long the records need to be retained. To assist the City, the Citywide Records Team compiled the Citywide Records Retention Schedule ("Schedule") which sets forth the retention period for a particular record. The Schedule reflects the requirements of the Public Records Act, is modeled after the California Secretary of State's sample for local government, and incorporates other statutory periods applicable to Santa Ana. The Resolution attaches the Schedule, which is broken down into multiple sections covering the varied responsibilities and retention periods for a City department. These are minimum retention periods. Each department makes discretionary decisions on whether to retain records past the minimum retention period requirements. Section 5.13 of this Resolution and the City's Municipal Code requires that the City Attorney approve the destruction of a City record. Accordingly, the executive director for Community Development Agency lists obsolete records proposed for destruction. A copy of the memorandum was reviewed by staff from the City Attorney's Office and approved by the City Attorney. The memorandum is attached as an exhibit to this staff report. Destruction of these records will serve to benefit each office with a more efficient access to files and alleviate the City's current storage needs to maintain these obsolete records. Destruction of Obsolete City Records June 15, 2021 Page 2 ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT There is no fiscal impact associated with this item. EXHIBIT(S) 1. Request for Destruction of Records — Community Development Agency Submitted By: Daisy Gomez, Clerk of the Council Approved By: Kristine Ridge, City Manager MEMORANDUM To: Ryan Hodge, Assistant City Attorney Date: May 3,2021 From: David Flores, Community Development Analyst Subject: REQUEST FOR DESTRUCTION OF RECORDS The Community Development Agency request your consent to destroy the City records identified on the attached listing in accordance with the retention schedule in the City Council Resolution No. 2013-014. Thank you, David Flores CITY OF SANTA ANA OBSOLETE RECORDS DESTRUCTION SCHEDULE Community Development Agency 2021 RECORD CATEGORY RECORD SERIES RECORD DESCRIPTION RECORD DATES REMARKS All approved - HOME Multifamily Rehab, Code of Civil HOUSING Rehab Loan Files Historic Rehab Loans Paid -Off. YRS Procedures Sec. 1992 TO 2000 337 GC 34090 HOME Loans and All approved paid off - Rehabilitation Loans and HOUSING Rehab Loan Files Homebuyer Loans Code of Civil Paid -Off. YRS Procedures Sec. 2002 TO 2016 337 GC 34090 PREPARED BY: i2- / David Flores Date Management Analyst Community Development Agency RECORDS DESTROYED: 11 Boxes Number of boxes CONSENT BY: Steven Mendoza ' Executive Director Community Development Agency APPROVED BY: n mpage Attorney Z Date Date