Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
ADMINISTRATIVE SERVICES
Annual Report for the Utility P P GC §34090 et seq.; DP Bond Covenants P P GC §34090 et seq.; DP
Bonds & Bond Financing MA MA + 10Y
CCP §§336(a)(1) & (2),
337.5(2); GC §43900 et
seq.; DP
Department Policies, Department Orders, Advanced
Planning S P GC §34090 et seq.
Joint Power Authorities P P 18 CFR §125.3, GC §34090
et seq.
IPA, San Juan, SONGS, SCPPA, PCC, & any RTO
(Regional Transmission Organizations): Agendas,
Agenda Packets, Staff Reports, Minutes
Member Agencies, Municipal Associations P P GC §34090 et seq. Ex. CMUA, MWD, MWDOC, OCWD, etc.
Public Utilities Board (PUB) – Audio Recordings of
Meetings / Audio Tapes 30 days 30 days GC §54953.5(b) Retain until minutes have been approved.
Public Utilities Board (PUB) - Minutes 10Y P GC §34090(e) Public Utilities Board (PUB) - Agendas, Agenda
Packets 10Y P GC §§34090,
54960.1(c)(1); DP
Public Utilities Board (PUB) -Transcripts of Rate
Hearings 10Y P GC §34090 et seq.; DP
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Rates, Rules & Regulations S P 18 CFR §125.3, GC §34090 et seq.; DP
Records Management System Database IND - P IND - P
Accommodates records
with Permanent retention;
18 CFR §125.3; GC §34090
et seq.
ADMINISTRATIVE SERVICES - SAFETY
Lockout-Blockout / Lockout-Tagout 2Y 2Y GC §34090
OSHA Inspections & Citations, Log 200 and Log
300, 301, 301A, etc. 2Y 5Y
8 CCR §3203(b)(1), GC
§34090; 8 CCR 14300.33,
LC §6429(c); DP
Safety Inspections 1Y 5Y 8 CCR §3203; DP
Safety Program Administration - Subject Files 2Y 5Y 8 CCR §3203; DP Safety Training Records 7Y 7Y
8 CCR §3203 et seq., 29
CFR 1627.3(b)(ii), LC
§6429(c); GC §§12946,
34090, 53235.2(b); DP
BUSINESS & COMMUNITY PROGRAMS
Audits (Customer Programs) 5Y 5Y GC §34090 et seq.; DP
Customer Conservation & Rebate Programs 5Y 5Y GC §34090 et seq.; DP
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Public Benefit Programs (State & Federal) 2Y P GC §34090 et seq.; DP
CUSTOMER SERVICE
Bankruptcy Case Files CL CL + 5Y GC §34090 et seq.; DP
Customer Information System Database (CIS)
(Account Maintenance, Call Center, Credit &
Collections, Field Services)
IND
(Min 5 Y)
IND
(Min 5 Y)
Meets municipal
government auditing
standards; 18 CFR §125.3;
GC §34090 et seq.
Meter Reading Cards 2Y 2Y GC §34090 et seq.
Payment Collection Cards / Stubs Customer
Account Records 120 days 120 days AMC §1.10.080
CIS - Revenue Protection 7Y 7Y GC §34090 et seq.
Anaheim Public Utilities Rates Rules and
Regulations (includes Policy on Discontinuation of
Residential Service for Nonpayment)
S + 2Y S + 2Y
GC §34090; H&S
§116908
ELECTRIC SERVICES
Construction Standards / Specifications S P GC §34090 et seq.; DP Confined Space Entry Forms 5Y 5Y
8 CCR 5157(d)(14) & (e)(6);
29 CFR 1910.146(d)(14) &
(e)(6); GC §34090 8 CCR
§5158; DP
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Critical Infrastructure Information Management
Program P P 18 CFR §125.3; GC §34090
et seq.; DP
Electric Field Document Management Program 2Y 5Y GC §34090 et seq.; DP Customer Plan Check 2Y 7Y GC §34090 et seq.; DP
GIS Inventory Maps (Electrical) 2Y 2Y GC §34090 et seq.
Electric Project Files / Case Files - Incomplete or
Withdrawn AV AV GC §34090 et seq.: DP Preliminary Drafts Electric System Operations - Dispatch Tapes 1Y 1Y GC §34090.6 Electric System Operations - Dispatch Orders 7Y 7Y
CCP §§338 et seq., 340 et
seq., 342, GC §§945.6, GC
§34090; DP
Electrical Underground Subcommittee 10Y P GC §34090(e) Approved Minutes (Signed), Agendas Electric Service
Databases:
FEI (Field Equipment Inventory), Outage
Management System (OMS), Supervisory Control &
Data Acquisition (SCADA)
IND
(Min 5 Y)
IND
(Min 5 Y)
Matches FERC Work Order
retention requirements; 18
CFR §125.3; GC §34090 et
seq.
Generation Facilities Document Management
Program (CTG, Canyon Power Plant) P P 18 CFR §125.3; GC §34090 et seq.; DP
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Medical Necessity Customers (Emergencies / Shut-
offs - Customers who must have electricity for critical medical equipment)
S + 2Y S + 2Y GC §34090 et seq.; DP
Substations Document Management Program 10Y 10Y GC §34090 et seq.; DP Project Files (Electric) CL P 18 CFR §125.3; GC §34090
et seq.
Safety Inspections 2Y 3Y GC §34090; 8 CCR 3203;
DP
Underground Service Alerts (USA's) 37Y 37Y
GC §34090 et seq.; GC
§§4216.2(f) & 4216.3(d),
DP
Warehouse Document Management Program 5Y 5Y GC §34090 et seq.; DP
ENERGY RISK & COMPLIANCE
Asbestos Monitoring Compliance Program P P GC §34090 et seq.; DP CEQA Compliance Documentation Program P P PRC §21000 et seq.; DP Energy Risk Compliance Document Management
Program 5Y 10Y GC §34090 et seq.; DP
Environmental Compliance & Groundwater
Protection Program P P GC §34090 et seq.; DP
Environmental Permits & Compliance
Documentation 5Y 5Y GC §34090 et seq.; DP Air, Water, Waste, Transport, Sewer, etc.
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Environmental Audits 5Y 5Y GC §34090 et seq.; DP Waste Treatment & APUD Disposal Facilities, APUD Facilities
Hazardous Waste, Communication, Disposal,
Inspection Documentation Program P P GC §34090 et seq.; DP Hearing Conservation Program 2Y 30Y 8 CCR §5095; GC §34090 et seq.; DP
Legislative and Regulatory Affairs Document
Management Program 2Y 2Y GC §34090
SDS (Safety Data Sheets) / MSDS (Material Safety
Data Sheets) / Chemical Use Report Form / records
of the chemical / substance / agent, where & when it
was used
30Y 30Y 8 CCR 3204(d)(1)(B)(2) and
(3), GC §34090
NERC Compliance Document Management
Program 10Y 10Y GC §34090 et seq.; DP
SF6 Compliance Documentation Program P P GC §34090 et seq.; DP CARB & US EPA Greenhouse Gas Regulations ERTMS TMS (SoftSmiths) Information System
Database
IND
(Min. 5Y)
IND
(Min. 5Y)
Matches FERC Work Order
retention requirements; 18
CFR §125.3; GC §34090 et
seq.
PCB Compliance Documentation Program 30Y 30Y GC §34090 et seq.; DP Respiratory Protection Program 2Y 30Y 8 CCR §5144; GC §34090 et seq.
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Water System Permit and Compliance
Documentation Program / Water Quality Report
(Consumer Confidence Report)
12Y P
40 CFR 141 et seq.; 22
CCR §64001 et seq.; 22
CCR 64470; 22 CCR
§64483, 40 CFR 141.33(a);
40 CFR 141.155. DP
Wholesale Settlement / Reconciliations 4Y 7Y GC §34090 et seq.; DP
FINANCIAL SERVICES
Financial Management & Accounting Document
Management Program 5Y 7Y GC §34090 et seq.; DP
Department of Energy (DOE) Document
Management Program 5Y 5Y GC §34090 et seq.; DP
Financial Management & Accounting Reports AV AV GC §34090 et seq.; DP Preliminary Drafts. Finance Department = Office of Record
INTEGRATED RESOURCES JOINT SERVICES
Audio Recordings - Power Resources Scheduling 7Y 7Y GC §34090 et seq.; DP FERC (Federal Energy Regulatory Commission)
Dockets 5Y 5Y 18 CFR §125.3; GC §34090
et seq.; DP
FERC Regulatory Proceeding Documents related to
APUD
NERC Compliance Document Management
Program 10Y 10Y GC §34090 et seq.; DP
Power Contracts & Operations CL +10Y CL + 10Y 18 CFR §125.3; GC §34090 et seq.; DP
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Power Production Operating Data Logs 10Y 10Y 18 CFR §125.3; GC §34090 et seq.; DP
Regulatory Agency Licenses & Permits P P 18 CFR §125.3; GC §34090 et seq.; DP
Regulatory Filings & Audits (FERC, CEC, NERC,
WECC, CAISO, etc.) 10Y 10Y 18 CFR §125.3; GC §34090
et seq.; DP
Resource Planning & Regulatory Compliance
Program P P GC §34090 et seq.; DP
Technology Development Databases:
Customer Information System Database (CIS),
Oracle (WAMS) Information System Database
IND
(Min. 5Y)
IND
(Min. 5Y)
Matches FERC Revenue
retention requirements; 18
CFR §125.3; GC §34090 et
seq.
Technology Development Document Management
Program L + 10Y L + 10Y 18 CFR §125.3; GC §34090
et seq.; DP
WATER SERVICES
Construction Standards / Specifications S P GC §34090 et seq.; DP Cross Connection Testing / Backflow Testing 3Y 3Y
Cross-Connection Control
Policy Handbook Section
3.5.1 requires records be
retained for the previous
three calendar years,; 17
CCR 7605(f); GC §34090
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Private Development Files (Water) CL P GC §34090 et seq.; DP Water Operations - Production Program 3Y P GC §34090 et seq.; DP Maps (Rule 15 (b)) 10Y P GC §34090 et seq.; Rule 15
of RR&R (APUD-Water)
Critical Infrastructure Information Management
Program P P GC §34090 et seq.; DP
Project Files (Water) CL P GC §34090 et seq.; DP
Audio Recordings - Water Operations 1Y 1Y GC §§34090, 34090.6 Confined Space Entry Forms 5Y 5Y
8 CCR 5157(d)(14) & (e)(6);
29 CFR 1910.146(e)(6); GC
§34090 8 CCR §5158; DP
Water Complaints: Odor / Taste / Visual Complaints 5Y 5Y 40 CFR 122.41(j)(2) & 40
CFR 141.33(b); 22 CCR
64470
GIS Inventory Maps (Water District Maps) 2Y 2Y GC §34090 et seq.
Member Agency Water District Programs - Subject
Files 10Y P GC §34090 et seq.; DP
Public Notices - Potable Water (Tier 1, 2, or 3)
3Y 3Y 22 CCR §64470; GC
§34090
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
SCADA Database (Water) IND
(Min. 5Y)
IND
(Min. 5Y) GC §34090 et seq.
Reservoirs: Dive Videos 10Y 1oY GC §34090 et seq.
Reservoirs: Flushing, Disinfection and Cleaning 3Y 3Y 22 CCR §64604(c); GC §34090
Reservoirs / Tanks - Inspection Reports,
Maintenance Records P P GC §34090 et seq.
Underground Service Alerts (USA’s) 37Y 37Y 4216.2(f) AND 4216.3( e ); GC §34090 et seq.; DP
Vulnerability Assessment / Emergency Response
Plan / Risk & Resiliency Assessment / Hazard
Mitigation Plan
P P 42 USC 300i-2(cd); GC
§34090 et seq.; DP
Water Conservation Compliance Documentation -
Subject Files 2Y P 18 CFR §125.3; GC §34090
et seq.; DP
Water Project Files / Case Files - Incomplete or
Withdrawn AV AV GC §34090 et seq.; DP Preliminary Drafts Water Quality Lab Document Management Program 5Y 1210Y
40 CFR 122.41(j)(2) & 40
CFR 141.33(a); 22 CCR
64470(a); 22 CCR 64815;
22 CCR 64400.25; 40 CFR
141.91;
40 CFR 122.41(j)(2) & 40
CFR 141.33(b); 22 CCR
64453(a); 22 CCR64815;
DP
CITY OF ANAHEIM
RECORD RETENTION SCHEDULE
DEPARTMENT: Public Utilities
Resolution: 2025-13-089
Approved: June 18, 2013
Previous Approval: RES-2013-089, 6/18/13
Retention Codes: AU = Audit; AV = Administrative Value; CL = Closed/CL; CU = Current Year; DP = Department Preference; E = Expiration; ET = End of Term/Expiration of Term; IND = Indefinite; L = Life of contract, building or equipment; M=Months; MA = Maturity; P = Permanent; S = Superseded; T = Termination; Y = Years
Citation Codes: AQMD = Air Quality Management District: CAC = California Administrative Code; CBC = CA Building Code; CCP = Code of Civil Procedures; CCR = CA Code of Regulations; CFC = CA Fire Code: CFR = Code of Federal Regulations; EC=Elections Code; EVC = CA Evidence Code; FPPC = Fair Political Practice Commission; GC = Government Code; H&S = CA Health & Safety Code; HUD = Dept. of Housing & Urban Development; LC = CA Labor Code; OMB = Office of Management & Budget; OSHA = Occupational Safety & Health Act; PC = CA Penal Code; R&T = CA Revenue & Taxation Code; SEC = Security Exchange Commission; UFC = Uniform Fire Code; USC = United States Code; VC = Vehicle Code; W&I = Welfare & Institutions Code
RECORD SERIES ACTIVE /
IN OFFICE
TOTAL
RETENTION AUTHORITY COMMENTS
Water System Security P P 18 CFR §125.3; GC §34090
et seq.
Water Dispatch Orders 7Y 7Y
CCP §§338 et seq., 340 et
seq., 342, GC §§945.6, GC
§34090; DP
Water System Operations Document Management
Program 5Y P 18 CFR §125.3; 22 CCR
§600001 et seq.; DP