Bishop City Council
October 23, 2023

172
Air Quality
Wildland fires pose the biggest threat to air quality in the region.

Residents must remain alert to air quality reports when in proximity to a wildland fire, as it can take weeks for smoke and fire-related particulates to clear.

Recent wildland fire seasons have run longer than anticipated and resulted in air quality alerts to the Eastern Sierra from the Great Basin Unified Air Pollution Control Board. Sensitive groups including those with respiratory illnesses must be especially cautious in response to these alerts.

The Great Basin Unified Air Pollution Control Board also highlights the emptied Owens Lakebed11, from which water was diverted to the City of Los Angeles in 1913, as one of the largest sources of particulate matter less than 10 microns in diameter, known to cause health problems when inhaled. The particulate matter affects those living up to, and in some cases exceeding, 50 miles from the lakebed, and mitigation efforts have been focused on the area, but dangerous particulate matter still remains. 11 Great Basin Unified Air Pollution Control District – Owens Lake

173
Climate Change & Hazard Mitigation
Climate change is expected to exacerbate existing hazards in the region and to contribute to increased frequency and extremity of natural disasters including wildland fires, drought, dam vulnerability, and more.

Existing hazard mitigation plans were developed prior to 2020 and chose not to profile the hazard type “Epidemic,” as no recent or historic events had occurred at the time. Soon after, COVID-19 interrupted all parts of daily life, guaranteeing that future planning efforts will include considerations for similar situations.

All counties elected to assess the risk level of various hazards using slightly different frameworks and methodologies. Hazard profiles included below may lack uniformity but reflect the decisions and priorities of local leaders.

Alpine County
Alpine County’s hazard mitigation plan profiles 10 hazards:

Hazard Risk Level
Communication/Utility Loss High
Drought High
Severe Weather High
Wildland Fire High
Earthquake Moderate
Flood Moderate
Hazardous Material Event Moderate
Landslide Moderate
Avalanche Low
Dam Failure Low
Table 7: Alpine County Hazard Classification. Source: Alpine County Hazard Mitigation Plan.

Nature, location, extent, and probability of future events are discussed for each hazard. After extensive profiling, strategies and recommendations were developed to reduce the possibility of damage and losses due to each hazard. Goals include expanding existing avalanche warning systems, updating ordinances pertaining to septic system maintenance, reviewing and retrofitting county buildings and schools to withstand earthquake events, increasing capacity of drainage systems, and adopting a County grading ordinance. The plan also recommends that a feasibility study be conducted to determine whether a biomass-to-bioenergy facility is viable in the county.

Mono County
Mono County’s hazard mitigation plan profiles 12 hazards:

Hazard Risk Level (1-4)
Wildfire 3.4
Severe Winter Weather & Snow 3.2
Earthquake & Seismic Hazards 2.9
Volcano 2.8
Climate Change 2.8
Drought 2.6
Severe Wind 2.4
Flood 2.3
Landslide 2.2
Avalanche 2.1
Dam Failure 2.0
Hazardous Materials 1.9
Disease/Pest Management 1.6
Table 8: Mono County Hazard Classification. Source: Mono County Multi-Jurisdictional Hazard Mitigation Plan.

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Each hazard is discussed in terms of hazard level, hazard history, and likely impacted locations. Risk is also discussed in terms of likelihood and land ownership. Measures recommended to mitigate hazards include improving cell and radio coverage, considering the creation of additional emergency access routes, requiring newly designed structures to be retrofitted to withstand priority hazards, developing a grant program to ensure building exteriors can become code-compliant, maintaining a list of isolated and vulnerable residents who may require special emergency response services, and acquiring properties in avalanche zones.

Inyo County
Inyo County’s hazard mitigation plan profiles 10 hazards:

Hazard Risk Level
Drought High
Flood High
Seismic Hazards High
Severe Weather High
Wildfire High
Avalanche Medium
Dam or Aqueduct Failure Medium
Disease/Pest Management Medium
Geological Hazards Medium
Hazardous Materials Medium
Table 9: Inyo County Hazard Classification. Source: Inyo County Hazard Mitigation Plan.

Hazards are discussed in terms of history, impacts, locations, extent, future risk, and climate change considerations. Actions for mitigation include improving telecommunication infrastructure, informing residents of potential hazards, restricting access to avalanche-prone areas, encouraging the use of pest-resistant vegetation in landscaping projects, exploring opportunities to diversify water sources, and requiring new development to occur outside of fault rupture hazard zones.

175
Regional Economic Overview
The region’s economy is supported by a robust and diverse outdoor tourism and recreation sector, with Government and Accommodation and Food Services appearing as top industries in terms of number of jobs, location quotient, and competitive effect. The success of these industries can be attributed to the diverse and largely publicly owned natural assets that drive outdoor recreation and tourism across the region.

Government, manufacturing, and utilities are also notable components of the region’s economic fabric. Government activity makes up a large portion of the region’s jobs and economic activity. The sector is amplified by the National Park Service, National Forest Service, and other federally owned and maintained land. Manufacturing also accounts for a large number of jobs and share of economic output, primarily in beverage and tobacco products (categorized as a single sub-industry at this level of analysis) as well as wood products and electronics. Utilities account for about 110 jobs in the region, which is notable relative to population size and contributes to a high location quotient.

Top Industries
The region’s top industries when examining 2-digit NAICS codes enforce the importance of government jobs, which include roles at all levels of government, but excludes public schools and hospitals. Accommodation and food services in addition to retail trade follow Government at key employers in the region and indicate the importance of tourism to the region’s economy.

TOP INDUSTRIES BY 2021 JOBS
817
824
1,473
4,567
5,751
0 1,000 2,000 3,000 4,000 5,000 6,000
Construction
Other Services (except Public
Administration)
Retail Trade
Accomodation and Food Services
Government
Figure 12: Top Regional Industries by Job Count. Source: Lightcast Q1.2023.

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Top Growing Industries
By number of jobs, the Accommodation and Food Services industry was the top growing industry in the region from 2017 to 2022. The estimated 100-job growth only represents a 4% increase for the already robust industry, a lower rate of growth than smaller industries included. It should also be noted that the Accommodation and Food Services industry has the lowest wages and highest location quotient of all industries on the list below, with average annual earnings of $39,624 (the only top growing industry with average annual earnings below $50,000) and a location quotient of 3.82 (the only top growing industry to exceed a location quotient of 1).

The agriculture industry has been a focus of regional leaders and elected officials, with a 2020 report outlining opportunities in Mono and Inyo counties. The report outlines the economic impact of the agriculture industry and emerging opportunities for the region, solidifying the industry as a promising field for growth and development.

It must also be noted that growth in certain industries is limited by land availability, given that the majority of the region’s land is not privately owned. Interfacing with the agencies responsible for maintaining the region’s vast supply of publicly owned land will be a critical step in any industry expansion.

NAICS
Code Industry
2017
Jobs
2022
Jobs
Change
in Jobs
%
Change
in Jobs
72 Accommodation and Food
Services 4,935 5,143 207 4%
56 Administrative and
Support and Waste
Management and
Remediation Services
307 408 100 33%
31 Manufacturing 361 454 93 26%
62 Health Care and Social
Assistance 468 555 86 18%
23 Construction 766 790 24 3%
48 Transportation and
Warehousing 71 87 16 23%
61 Educational Services 95 105 10 11%
11 Agriculture, Forestry,
Fishing and Hunting 96 101 5 6%
Table 10: Top Growing Industries in the Eastern Sierra Region, Lightcast 2023

177
Top Occupations
Regional top occupations include jobs in industries related to tourism and hospitality, with retail, food service, and facilities jobs represented as a sizeable share of the top spots. Healthcare occupations also appear on the list, re-enforcing the importance of the healthcare industry as hospitals also include two of the region’s largest employers. The presence of protective service jobs in the region’s top occupations indicates again the importance of government-supported positions and mostly include public safety and first-responder positions.

Wages and historic growth in the region’s top industries can help to paint a complete picture of the workforce and economic conditions that the region must manage. Of the leading eight occupations, the top three have shed jobs in the past five years, and the following five have added jobs. Jobs loss data in food service, and to a lesser extent, sales, likely is still reflecting pandemic-era job shocks in these industries. Growth in the remaining top industries contribute to a modest total job growth of 266, a reflection of the region’s stable population size in recent years.

Of the region’s top eight occupations, only three typically support wages adequate to support cost of living in most scenarios. Individuals with children or without a working partner may struggle to manage expenses while working in food service, facilities, sales, and potentially office and administrative work or maintenance and repair work.

Occupation Growth Wages
Food Preparation and Serving Related -416 $15.86
Office and Administrative Support -214 $20.01
Sales and Related -84 $15.92
Building and Grounds Cleaning and
Maintenance +96 $16.27
Management +282 $40.98
Installation, Maintenance, and Repair +85 $23.62
Healthcare Practitioners and Technical +73 $49.33
Protective Service +29 $30.49
Table 11: Eastern Sierra Job Growth. Source: Lightcast Q1.2023.

TOP OCCUPATIONS
810
873
880
1,157
1,322
1,350
1,882
2,697
0 1,000 2,000 3,000 4,000 5,000 6,000
Protective Service
Healthcare Practitioners and Technical
Installation, Maintenance and Repair
Management
Building and Grounds Cleaning and
Maintenance
Sales and Related
Office and Administrative Support
Food Preparation and Service Related
Figure 13: Eastern Sierra Top Occupations by Job Count. Source: Lightcast Q1.2023.

178
Regional Industry Clusters
In Table 12, the region’s top industry clusters are displayed in terms of job count, including their projected growth over a ten-year period from 2018 to 2028 and the average annual earnings per job within the industry. Average earnings significantly above the regional average of $64,913 are presented in green and those significantly lower are presented in red.

In general, most workers in the Eastern Sierra region are employed by local governments. Food service and accommodation industries employ roughly 5,200 workers, with the food industry projected to continue to grow significantly in the years to come. Jobs in these industry clusters make significantly less than the average earnings in the region and workers in these jobs are likely to struggle to meet the area’s cost of living.

Industry (3-Digit NAICS Code)
2022
Jobs
2018-
2028
% Job
Growth
Avg.

Earnings
Per Job
Local Government (903) 4,018 7% $95,669
Food Services and Drinking Places
(722) 2,791 60% $34,264
Accommodation (721) 2,476 6% $48,293
Federal Government (901) 936 -17% $87,168
Specialty Trade Contractors (238) 546 39% $61,820
Amusement, Gambling, and Recreation
Industries (713) 486 1% $46,102
State Government (902) 449 16% $113,622
Real Estate (531) 401 -6% $61,130
Table 12: Eastern Sierra Top Industries Trends. Source: Lightcast Q1.2023.

Commuting Patterns
Table 13 displays commuting data from two vantage points: where workers live and where workers work. The top half of the table displays the percentage of resident workers (those who live in the region and have jobs) who work in the region and the percentage of those who work outside of the region. As the table shows, nearly 50% of the resident workforce leaves the three-county area for their jobs. Many of these workers are commuting to the larger metropolitan regions of San Francisco, Sacramento, Fresno, San Jose, and Bakersfield as well as neighboring Douglas County in Nevada and around Lake Tahoe12. Out of state employment destinations include Reno and Las Vegas markets.

Within the region, the largest employment centers are in Bishop (19.2% of Eastern Sierra’s resident workers) and Mammoth Lakes (14.7%).

64.3% of all jobs in the region are held by residents. However, only

54.9% of Eastern Sierra resident workers hold jobs in the region itself, whereas 45.1% of resident workers leave the region for their jobs.

Work in Eastern
Sierra
Work Outside of
Eastern Sierra
Workers Living
in Eastern Sierra Region 54.9% 45.1%
Live in Eastern
Sierra
Live Outside of
Eastern Sierra
Workers Employed
in Eastern Sierra Region 64.3% 35.7%
Table 13: Where Eastern Sierra Workers Live and Work. Source: U.S. Census OnTheMap.
12 2020 Commuting estimates provided by the U.S. Census Bureau’s OnTheMap website.

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Figure 14 depicts the net commuting patterns for the three-county region. As a whole, the Eastern Sierra region is experiencing a net negative as more people are leaving the region for their jobs than are entering it. An estimated 5,140 residents both live and work in the region, while 4,853 residents commute outside of the region to work, and 3,741 residents commute into the region to work. Neighboring counties vary in this measure, with some counties (ex: Fresno) retaining of drawing more workers for employment, while other counties (ex:

Amador) have a residential population that tends to commute outside of the county for work.

These commuting patterns would suggest that many Eastern Sierra residents are seeking jobs outside of the region. As was mentioned earlier in the report, two of the Eastern Sierra counties show a low Labor Force Participation Rate, suggesting that even those residents who are employed are having to look outside of the region for either type of occupation or higher wages.

Figure 14: Eastern Sierra Commuting Patterns. Source: U.S. Census OnTheMap INFLOW / OUTFLOW JOB COUNTS IN 2020
4,421 Employed in Selection Area, Live Outside
6,532 Live in Selection Area, Employed Outside
7,954 Employed and Live in Selection Area

180
Economic Resiliency
Establishing economic resilience in a local or regional economy requires the ability to anticipate risk, evaluate how that risk can impact key economic assets, and build a responsive capacity. Often, the shocks/ disruptions to the economic base of an area or region are manifested in three ways13:
• Downturns or other significant events in the national or international economy which impact demand for locally
produced goods and consumer spending;
• Downturns in particular industries that constitute a critical component of the region’s economic activity; and/or
• Other external shocks (a natural or man-made disaster, closure of a military base, exit of a major employer, the impacts of climate change, etc.).

A focus on resiliency and recovery has become a global focus, especially in the aftermath of the COVID-19 pandemic. Negative impacts from an economic disaster or event, either natural or manmade, will require some immediate action on the community’s part to minimize any threats to future economic challenges. Too often, communities are unprepared for the devastation and destruction that is likely to come post-disaster. By preparing for foreseen economic shocks, communities can endure these situations, and take steps toward long-term recovery. 13 U.S. Economic Development Administration
Establishing Information Networks and
Pre-Disaster Recovery Planning
In February 2023, the EDA incorporated “Establishing Information Networks” and “Pre-Disaster Recovery Planning” to enhance a region’s ability to address economic resiliency. Because economic development organizations tend to serve as response mechanisms in economic recovery, the region should establish systems to facilitate active and regular communication between the relevant sectors to collaborate on common challenges. This may include standing meetings, a task force, or any format that meets the needs and context of the community.

Additionally, regions that are prone to natural disasters have engaged in resilience planning by focusing on the development of disaster recovery strategies, integrated with economic development strategies.

Plans and resources exist at the local/county level to assist with disaster preparedness and response, and there is great opportunity to further enhance planning for disaster recovery across the entire region. Alpine County adopted a Hazard Mitigation Plan in 2018. Inyo County has an Office of Emergency Services with an Emergency Operations Plan and communications to support residents making a disaster preparedness plan. Mono County also has an Office of Emergency Services with a “READY Mono” communications initiative. The Eastern Sierra Wildfire Alliance exists to coordinate stakeholders in Alpine, Inyo, and Mono Counties to address risks and challenges from the threat of wildfires.

181
SWOT Analysis
SWOT Process
In April of 2023, stakeholders across the Eastern Sierra region in Alpine, Inyo, and Mono counties were invited to participate in one of six engagement workshops over four days. Five workshops were held in person across the region, while one was held virtually to offer a better opportunity for stakeholders in the western part of Alpine County.

These sessions were interactive for participants, introducing the regional background data compiled in advance as well as time spent identifying regional strengths, weaknesses, opportunities, and threats. Participants were given time for individual brainstorming and reflection but spent substantial time in group discussion to rank top SWOT items. All information was collected via a workshop handout as well as on Post-it Notes and note cards.

SWOT session results recorded on note cards were then coded twice, resulting in six key themes used for analysis and to inform the strategic framework of the CEDS. Every item listed as a strength, weakness, opportunity, or threat was categorized into one of the following themes, and analysis was performed across themes, SWOT items, and geography.

Following the review of information from the interactive workshop sessions, an online survey was distributed to seek additional feedback from the greater community. The survey yielded 670 responses (22 in Alpine County, 359 in Inyo County, and 289 in Mono County), and the results are incorporated into the SWOT analysis.

It is important to note that participation from tribal communities was extremely limited. Including tribal communities in the CEDS development process was very important to the steering committee, but this proved to be very difficult. Relationships between tribal leaders and community entities have significant room to grow in strength, including asking tribal leaders what forms of engagement and communication best meet their needs.

Input from stakeholder engagement sessions resulted in the identification of six themes determined to be critical to the region’s economic success. The pie charts on the following pages depict the types of items, elements, and sub-themes that comprise each focus area. These items may have been discussed in any context (a regional asset, a deficiency, etc.), but were included as parts of any one of six overarching themes.

182
Theme 1: Access & Connectivity
From roadways to broadband to air travel, the importance of connectivity was a focus in stakeholder sessions and is supported by regional data and literature. Access and connectivity include inter-regional travel and access for both essential services and leisure, as well as the region’s level of connectivity with the surrounding state and nation. Strategic actions towards improving regional access and connectivity will contribute to the region’s economic diversity and vitality.

Theme 2: Community & Culture
Many participants in workshops as well as survey respondents indicated that community and culture made the Eastern Sierra region appealing, while also slightly contributing to some of its weaknesses in terms of population size. Individuals expressed a strong desire for the small-town culture of individual communities in the region to remain strong even as opportunities for economic growth are pursued. This category also includes elements of historic preservation, quality of life, low crime rates, and opportunities for improved partnerships.

ACCESS & CONNECTIVITY
14%
23%
6%
6% 15%
18%
18%
Broadband
Infrastructure
Location
Population size
Remoteness
Service availability
Transportation

COMMUNITY & CULTURE
66%
5%
3%
5%
5%
16%
Community Culture
Community events
Demographics
History
Low crime
Partnerships

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Theme 3: Economic Expansion & Diversification
With the undisputed asset of a healthy outdoor recreation and tourist economy, regional leaders want to leverage the industry’s benefits for economic growth while seeking opportunities for economic diversification in pursuit of increased economic resiliency. The Eastern Sierra region has the opportunity to determine current and future needs of existing businesses and develop programs and policies to address those needs.

This can lead to employment growth through business expansion and industry diversification by encouraging business growth that aligns with regional strengths and opportunities.

Theme 4: Environmental Resilience &
Sustainability
With a robust inventory of natural assets to protect, frequent exposure to natural hazards, and a population accustomed to persevering and “bouncing back,” environmental resilience and sustainability was discussed across SWOT components. The Eastern Sierra’s key economic strengths are inextricably tied to the protection of the region’s natural assets, making much of the conversation around Environmental Resilience and Sustainability about emergency preparedness, hazard mitigation, and threat minimization.

ECONOMIC EXPANSION & DIVERSIFICATION
2%
21%
12%
6%
6% 14%
14%
25%
Agriculture
Economic Diversication
Education & training
Employment Opportunities
Recreation expansion
Small businesses
Talent attraction and
retention
Tourism & Recreation

ENVIRONMENTAL RESILIENCE & SUSTAINABILITY
24%
11%
13%
6%
31%
11%
4%
Climate change & natural
disasters
Community resilience
Extreme weather
Irresponsible Land use
Natural Assets
Natural disaster
Renewable energy &
sustainability

184
Theme 5: Government Affairs & Advocacy
Although government affairs and advocacy was the smallest theme to emerge, the regional policy landscape, and the networks and communication occurring within it, emerged as an important piece of both the SWOT and the CEDS strategic framework. Regional collaboration is an important piece of strategy implementation and essential to pursue promising state and federal funding opportunities.

Strengths related to this theme included the strong relationships and knowledge that local government leaders have with and about their communities. Weaknesses and threats included a lack of mobilization towards funding opportunities due to lack of knowledge or capacity, and perceived limited communication with neighboring municipalities.

Theme 6: Housing Availability & Land Use
The extremely limited supply of privately owned land within the region colored the discussion around housing and land use, with stakeholders frustrated by rising housing costs and lack of opportunities for development. These constraints, stakeholders say, also limit population growth and in turn limit the size of the region’s economic base. Some opportunities were raised to access land owned by the City of Los Angeles, although optimism regarding suggested opportunities was not high. Infill development and main street/downtown corridor investments were discussed as opportunities across the region, while second-home ownership was identified as a potential threat.

GOVERNMENT AFFAIRS & ADVOCACY
20%
6%
28%
40%
6%
Communication
infrastructure/systems
Conict among leadership
Funding
Government relations
Policy

HOUSING AVAILABILITY & LAND USE
13%
45%
22%
9%
6%
5%
Cost of living
Housing
Land ownership
Quality of place
Remote workers
Small tax base

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Regional Strengths
Connection to Community
Due to the size and geographic location of many of the communities in the Eastern Sierra region, residents experience close connection to the community. Due to the rural nature of the area, the region was characterized as a place with vibrant civic life, low crime, and genuine care for neighbors and other members of the community who live, work, and recreate in the area.

Tourism & Outdoor Recreation Industry
Residents and visitors of the region can enjoy an abundance of outdoor recreation activities. Diverse options for recreation appeal to a wide base of people. Tourism consistently drives traffic into the communities in each county, providing a mostly dependable source of revenue for the businesses in these small towns and driving the economy in a large way.

Community Resilience
In the face of positive and negative changes, the communities in the region demonstrate great determination. Their individual and community resilience allows them to withstand many of the natural disasters and climate-related effects that threaten them.

Natural Assets
The natural beauty in the outdoors is apparent in the Eastern Sierra region, making it an attractive place to spend time as a resident, worker, or visitor. This is a unique resource and competitive advantage compared to other communities. The region’s preserved natural assets also play into what makes the region environmentally healthy with cleaner air and water.

This pie chart represents the extent to which each focus area, described above, was included in stakeholders’ discussions of regional strengths.

STRENGTHS
14%
29%
28%
23%
1% 5%
Access & Connectivity
Community & Culture
Economic Expansion &
Diversication
Environmental Resilience &
Sustainability
Government & Policy
Housing & Land Use

186
Regional Weaknesses
Housing
A lack of available and affordable housing stymies the region’s ability to flourish with a thriving workforce and economy. With the limited housing stock and limitations to develop more, competition is steep and outprices workers who are employed in the Eastern Sierra region, many of whom are working in the hospitality and tourism industries with lower wages.

Land Ownership
The lack of private land for development contributes to many of the communities’ challenges. Over 95% of the land is publicly owned by the City of Los Angeles, state, and federal government agencies. This negatively affects economic growth as it restricts the establishment of new businesses and expansion of existing ones and impedes job creation and entrepreneurial endeavors.

Talent Attraction & Retention
Communities in the Eastern Sierra face challenges in filling jobs with qualified candidates. There is not a large workforce base to pull talent from due to a small and aging population. Additionally, retaining good workers is difficult with a shortage of homes and generally high cost of living.

Remoteness
The remote towns and cities of the Eastern Sierra region face challenges related to that geographical reality. Remoteness negatively affects what public and private services and amenities are available to residents.

Stakeholder engagement sessions and the regional survey indicated challenges in providing basic amenities like healthcare, quality childcare and early childhood education, as well as fresh food. These issues are compounded when natural or climate disasters limit accessibility within the region during periods of the year.

WEAKNESSES
24%
6%
19%
3%
16%
32%
Access & Connectivity
Community & Culture
Economic Expansion &
Diversication
Environmental Resilience &
Sustainability
Government & Policy
Housing & Land Use
This pie chart represents the extent to which each focus area, described above, was included in stakeholders’ discussions of regional weaknesses.

187
Regional Opportunities
Housing & Infrastructure
Updating existing housing and infrastructure as well as developing additional housing to meet the high demand within the region’s communities was identified as a major opportunity during the stakeholder engagement process. Within this general opportunity was the identification of a need to develop more workforce, affordable housing to to better support low to middle income earners.

Education & Entrepreneurship
The region will benefit from growing the development of high-quality education and occupational trainings for relevant industries, digital literacy efforts, and coordinated resources for small businesses. Existing institutions like Cerro Coso Community College have limited offerings for students, and those may not match the labor market for the major employers and key industries in the region. Stakeholders believe there is opportunity for better coordination between education systems and businesses to create entry points and pathways to quality jobs and careers in high growing sectors.

Industry Diversification
Communities expressed the need to diversify the regional economy with investments in industries outside of hospitality and tourism as well as optimizing those existing core sectors, leveraging the region’s abundant agricultural resources, exploring options to bring in new technology industries, and increasing outdoor recreation and tourism activities yearround.

Transportation
With the buildout of the Bishop Airport, stakeholders identified the opportunity for expanded air service with more airlines, routes, and year-round air service. To accommodate more visitors in the region, it is also an opportunity to build out more ground transit regionally to simplify travel in each of the counties.

OPPORTUNITIES
19%
10%
36%
8%
7%
20% Access & Connectivity
Community & Culture
Economic Expansion &
Diversication
Environmental Resilience &
Sustainability
Government & Policy
Housing & Land Use
This pie chart represents the extent to which each focus area, described above, was included in stakeholders’ discussions of regional opportunities.

188
Cost of Living
Rising costs of living threaten economic growth in the region. This can aggravate existing challenges including housing supply shortages, heavy reliance on recreation and tourism industries that house low-wage employment opportunities, barriers to home ownership, barriers to travel throughout the region, limited opportunities locally to pursue higher education and skills training beyond secondary education, and more.

Regional Threats
Climate Change & Natural Disaster
The impact of changing climates and regular natural disasters consistently threatens the region. Fire damages natural assets and infrastructure, floods remove access to basic services, and climate extremes including severe winter weather make economic activity unpredictable in many communities.

Infrastructure
Buildings that are aging, unoccupied, or even failing make some of the region’s communities appear less attractive to visitors and residents, especially in main street/downtown commercial corridors that must remain vibrant for quality of life, tourism, and business development.

This is a threat to future growth and community safety the longer it is not redeveloped or improved.

Government Relations
Difficulties engaging state and federal agencies to support community needs are compounded by threats like staff (and point-of-contact) turnover and apathy towards the desires of the community for change.

Additionally, it is important that communities avoid dependency on these government agencies to drive forward the initiatives and strategies for economic development and growth.

THREATS
18%
2%
14%
30%
17%
19% Access & Connectivity
Community & Culture
Economic Expansion &
Diversication
Environmental Resilience &
Sustainability
Government & Policy
Housing & Land Use
This pie chart represents the extent to which each focus area, described above, was included in stakeholders’ discussions of regional threats.

189
Strategic Action Plan & Evaluation Framework
This section synthesizes the background information about the Eastern Sierra region, the rich insights and feedback gained during stakeholder engagement activities, and a collaboratively derived vision for the future of the region. These inputs were used to determine actionable areas of priority for the region with specific, measurable objectives, steps, or initiatives.

Vision Statement
The core stakeholder committee for the Eastern Sierra CEDS participated in several facilitated sessions to develop and refine the vision statement, which was shared and validated during stakeholder engagement activities. The vision statement served as the focal point for determining and developing key themes that serve as the foundation for the plan’s goals and objectives.

Goals and Objectives
The goals and objectives that inform the action plan incorporate all foundational elements of the CEDS development process:
data gathering and fact-finding, regional background, stakeholder engagement, and SWOT analysis.

The following focus areas were identified through the research and engagement processes and used to define and prioritize goals and objectives:
• Access & Connectivity
• Community & Culture
• Economic Expansion & Diversification
• Environmental Resilience & Sustainability
• Government Affairs & Advocacy
• Housing Availability & Land Use
The Eastern Sierra region envisions a future which includes economic prosperity and environmental stewardship realized through collaborative efforts to preserve natural assets and historic culture, enhance regional connectivity and resiliency, and advance vibrant and inclusive communities.

Of note is how stakeholders chose to incorporate resiliency into the vision statement. As shared in the SWOT portion of the process and confirmed repeatedly through additional stakeholder engagement, economic and environmental resiliency is of great importance to the region through multiple lenses.

190
Strategies
• Increase access to digital resources
through broadband infrastructure buildout across the region. • Enhance the regional transportation network to
provide residents, visitors, and businesses with more
accessible, reliable options for moving in, out, and within the region.
• Enhance emergency response services to ensure remote
communities are equipped for periods of time with no access to services.

Best Practices
West Virginia Speed Test that is monitored and maintained by a diverse stakeholder group for the purpose of measuring achieved speeds against advertised speeds.

California case study that includes cost sharing for transportation upgrades among benefactors.

Emerging technology in winter maintenance practices include Integrated Modeling for Road Condition Prediction (IMRCP) - overview and indepth report.

Access & Connectivity
From roadways to broadband to air travel, the importance of connectivity was a focus in stakeholder sessions and is supported by regional data and literature. Access and connectivity includes inter-regional travel and access for both essential services and leisure, as well as the region’s level of connectivity with the surrounding state and nation. These considerations are critical to residents, businesses, and visitors as the region pursues economic expansion and sustainability.

Physically, the region faces accessibility and connectivity challenges as a collection of remote communities with unique geographical considerations. Located several hours from major cities by car, residents must consider the types of specialized goods and services they will have trouble accessing in the region, and visitors must devote additional time and attention to their travel plans. These challenges are exacerbated in the winter months, when snow and ice often close critical roadways, leaving communities isolated and without vital resources including food and gas. Some communities in the region are accessible through regional air travel, but the service is often seasonal and limited, with existing flights subsidized by local governments.

Broadband connectivity also challenges residents. While those in the region’s few densely populated communities may have adequate service, those in more remote, less dense communities are likely to lack connection that meets federal minimum standards for high-speed internet. Fiber backbone infrastructure exists along the region’s most important thoroughfare, but internet service providers have not been adequately enticed to expand into communities where a return on investment for infrastructure buildout is projected to exceed preferable benchmarks.

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Funding Opportunities
California Senate Bill 156 has allocated roughly six billion dollars for the construction of a statewide open access middle-mile network, some last mile infrastructure, a loan loss reserve for local governments, and local technical assistance grants. Engagement throughout planning and lastmile allocations could help to close existing broadband gaps across the region. Stakeholders should collaborate with local and regional providers to ensure buy-in regarding the middle mile network and to plan to deploy last mile infrastructure using funding allocated from SB 156 or private investment.

Broadband Equity, Access, and Deployment Program
The BEAD program is a national program through which the State of California has received $1.86 billion dollars to fund broadband infrastructure buildout and workforce development programming. The state must plan for the allocation of these dollars and will seek input from stakeholders across the state to inform the use of the funds.

Mobility, Access, and Transportation Insecurity: Creating Links to Opportunity Research and Demonstration Program
This federal grant program funds initiatives that research transportation access and explore mobility solutions across community stakeholders.

If renewed for 2024 (2023 NOFO was posted in August 2022), it could allow the region to assess the feasibility of transportation interventions and upgrades.

Other Funding Opportunities:
• Innovative Coordinated Access and Mobility Grants
• USDA Reconnect Loan and Grant Program
• Public Transit on Indian Reservations Program

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EVALUATION FRAMEWORK: ACCESS & CONNECTIVITY
Goal: Improve and enhance regional access and connectivity within the region and with surrounding geographies.

Partners/Champions: Local governments, Internet service providers, CAT, OES, Caltrans Objectives Action Items Timeline Metrics for Success
Increase access to digital resources
through broadband infrastructure
buildout across the region.
• Catalog existing assets that may help to offset
the cost of buildout for providers. Include capital
resources as well as in-kind resources and
donations, such as waived permitting fees, access
to poles for aerial networks, or efficiencies with
other utility maintenance or buildout projects
• Encourage local governments to partner with
internet service providers to apply for state and
federal broadband funding with a focus on last mile
connectivity
• Develop, deploy, and monitor a broadband speed
test tool that will allow communities to track
achieved speeds vs. advertised speeds, potentially
expanding the locations eligible for federal funding
• Participate in statewide planning efforts tied to
Senate Bill 156, the Broadband Equity, Access,
and Deployment Program, and other programs to
ensure that the region’s challenges are accounted
for in funding distribution
Medium-term
(2-3 years)
• Creation of local asset & incentive
catalog
• Number of grant opportunities
pursued
• Creation of speed test tool
• Meeting attendance, committee
membership, etc.

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Objectives Action Items Timeline Metrics for Success
Enhance the regional transportation
network to provide residents,
visitors, and businesses with
more accessible, reliable options
for moving in, out, and within the
region.
• Catalog and prioritize existing roadway
infrastructure deficiencies, including but not
limited to depressions in asphalt, dangerously
narrow roadways, and areas lacking critical
safety infrastructure
• Determine which populations lack
transportation options most severely, and
describe the transportation needs of these
groups
• Explore options to meet the transportation
needs of populations identified above,
potentially ranging from fixed route services to
major metros or local anchors to responsive
services provided at a subsidy
• Ensure that local planning efforts include
provisions for commercial corridors and
surrounding neighborhoods in existing
communities to enhance walkability and
options for multi-modal transit
Long-term
(3-5 years)
• Creation of roadway need
prioritization document
• Creation of transportation need
summary
• Report written, committee
formed, # of interventions
considered, etc.
• # of local planning efforts
incorporating provisions for
transportation network
enhancement
Enhance emergency response
services to ensure remote
communities are equipped for
periods of time with no access to
services.
• Support communities at risk for isolation in
winter months in efforts to reserve critical
supplies to sustain residents through periods
of isolation
• Collaborate with Caltrans and county
partners to accelerate response times for
road clearance and maintenance in isolated
communities
• Explore emerging tools to anticipate response
needs and accelerate response times
Short-term
(1-2 years)
• Amount and type of additional
supplies reserved
• Correspondence facilitated,
improved average response
times
• # & summary of emerging tools
evaluated

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Community & Culture
The Eastern Sierra region boasts a strong culture of community among the residents, workers, and other key stakeholders with vested interest in the success of the region and its economies. From the stakeholder engagement sessions to the widely distributed community survey, people contended that neighbors are supportive of one another, that there are opportunities to participate actively within the communities through events and other activities, and that the people of the region are resilient. There are some strong examples of recent collaboration such as efforts to develop a trail system, with stakeholder engagement sessions occurring throughout September 2023. The Towns to Trails initiative is an effort to connect Eastern Sierra communities to each other and to the region’s extensive public lands.

Workshop participants and survey respondents indicated that community and culture, which may encompass a rugged and remote way of life, made the Eastern Sierra region appealing, while also contributing in part to its limited population size. Without a larger tax and income base, many find it difficult to ensure that amenities and services are available, especially in the more rural areas of the counties.

Throughout the stakeholder engagement process, individuals continuously expressed a strong desire for the small-town culture of individual communities in the region to remain intact even as opportunities for economic growth are pursued. They do not want to risk completely losing the appeal of smaller, tight-knit communities, which indicates a need for thoughtful growth strategies.

Other elements that were important to participants in the workshops were quality of life and low crime that many believe to be a direct result of the close relationships in the communities as well as historic preservation and finding new ways to leverage that in the tourism industry to promote a deeper understanding of the region’s rich history and culture.

One area of concern in this theme is that engagement of tribal communities was challenging, highlighting the need for proactive outreach and relationship building with tribal communities, creating engagement opportunities that reflect their needs and preferences for inclusion.

Strategies
• Improve partnerships and interagency collaboration to benefit localities and facilitate regionally-focused efforts.
• Capitalize on strong community engagement to garner support for new initiatives, projects, etc.
• Enhance the region’s existing quality of life with additional amenities to attract and retain talent.
• Strengthen tribal relationships in the communities and counties and involve leadership in conversations and decisions to plan and implement strategies.
• Build out a more robust, uniform regional communication strategy for sharing information, including emergency
responses, with people who live, work, and recreate in the region.

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Best Practices
USDA Resource Guide for Rural Workforce Development
This guide is designed to help communities that are looking for ways to support their workforce needs, including talent attraction and retention efforts. The focus on rural communities is widely applicable to the communities of the Eastern Sierra region.

Collaborating for Prosperity with American Indians and Alaska Natives Relationships with tribal communities are critical for helping the Eastern Sierra realize its economic growth potential. This guide demonstrates the many resources and past successes of tribal communities in funding their projects and initiatives for community and economic prosperity.

Funding Opportunities
California Strategic Growth Council’s Community Resilience Centers Program
This program funds new construction and upgrades of neighborhoodlevel resilience centers to provide shelter and resources during climate and other emergencies. Additionally, funding is available for yearround services and ongoing programming that build overall community resilience.

Community Economic Resilience Fund (CERF)
CERF is a statewide opportunities to promote a sustainable and equitable recovery from the economic distress of COVID-19 by supporting new plans and strategies to diversify local economies and develop sustainable industries that create high-quality, broadly accessible jobs for all Californians.

Next Generation Warning System Grant Program
The Next Generation Warning System Grant Program (NGWSGP) supports investments improving the resiliency and security of public broadcasting networks and systems. It enables public television broadcasters, public radio stations, and more to update their digital capabilities so that information about disasters and emergencies is properly distributed to members of the community, including individuals with disabilities, limited English proficiency, and other accessibility needs.

Community Heart & Soul Seed Grant Program
The Community Heart & Soul Seed Grant Program provides $10,000 in funding for resident-driven groups in small cities and towns to start the Community Heart & Soul model. Grant funding requires a $10,000 cash match from the participating municipality or a partnering organization.

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EVALUATION FRAMEWORK: COMMUNITY & CULTURE
Goal: Maintain and capitalize on strong community culture.

Partners/Champions: Community-based organizations, arts and culture partners, emergency services providers/responders, tribal communities Objectives Action Items Timeline Metrics for Success
Improve partnerships and interagency
collaboration to benefit localities and
facilitate regionally-focused efforts.
• Conduct a mapping exercise to identify all
partnerships critical to CEDS execution with point of
contact information
• Devise an outreach strategy to bring these partners
in as stakeholders
• Create regular opportunities for these partnerships
to engage in the implementation process
• Establish regular communication channels and
platforms to facilitate information sharing among the
partners
Short-term
(1-2 years)
• CEDS execution partners map
• Creation of outreach strategy
• Number of meetings with regional
partners
Garner support for new economic
development-related initiatives,
projects, etc. by developing and
capitalizing on strong community
engagement.
• Effectively educate the public on continuous
activities related to the implementation of the CEDS
• Provide opportunities for community members to
actively participate in the implementation of new
initiatives and projects
Short-term
(1-2 years)
• Number of region residents
participating in activities
• Number of agencies and
organizations engaged with CEDS
implementation
• Annual publication and promotion
of CEDS progress
Enhance the region’s existing quality
of life with additional amenities to
attract and retain talent.
• Support individual communities in their development
of achievable plans for talent attraction and retention based on each community’s assets and needs
• Engage employers about talent retention priorities
and strategies
• Incorporate natural and cultural assets in local and
regional marketing efforts
Long-term
(3-5 years)
• See Economic Expansion &
Diversification section
• Marketing plan updates that
reflect incorporation of natural and
cultural assets

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Objectives Action Items Timeline Metrics for Success
Strengthen tribal relationships in
the communities and counties and
involve leadership in conversations
and decisions to plan and implement
strategies.
• Designate a point of contact for the region to provide ongoing, focused communication and ensure
tribal leadership is engaged in conversations and
decisions
• Organize regular engagements with tribal leaders
and representatives from tribal communities
• Support each tribal community’s ongoing and future
economic development initiatives
Short-term
(1-2 years)
• Number of meetings with tribal
representatives and leaders
• Partnerships with tribal
communities to support economic
development initiatives
• Incorporate plan adjustments
recommended by tribal leadership
• # of executed opportunities to
support each tribal community’s
economic development initiatives
Build out a more robust, uniform
regional communication strategy
for sharing information, including
emergency responses, with people
who live, work, and recreate in the
region.
• Conduct a comprehensive needs assessment to
understand the existing communication landscape
throughout the region across government partners
and key partners like chambers of commerce and
business associations
• Collaboratively develop a comprehensive
communication plan that outlines the strategies,
tactics, and responsibilities of each participating
entity
• Align resources for implementation which may
involve securing funding for communication
equipment, technology upgrades, and training for
relevant staff
Long-term
(3-5 years)
• Completion of needs assessment
• Adoption of regionwide
communication strategy
• Communications and marketing
reach
• Funding secured for
increased capacity related to
communications strategy

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Economic Expansion & Diversification
The Eastern Sierra region has the opportunity to determine current and future needs of existing businesses and develop programs and policies to address those needs. This can lead to employment growth through entrepreneurship, business expansion, and industry diversification.

The Eastern Sierra region is ready to evolve its business and economic development support efforts to build on existing networks that support core industries that include accommodation and food services, manufacturing, health care and social services, agriculture, and other top industries. Core features of any economic development strategy include services to support these business categories:
• Existing businesses seeking to grow or in need of navigating challenges (business retention and expansion)
• Businesses seeking to invest in the region for the first time with a new facility (business attraction)
• Entrepreneurs and small businesses with unique needs related to starting up and scaling a business
With outdoor recreation as a vital component of the business community that impacts employment, visitors, and the region’s tax base, it is a strong example of how economic development efforts can make a difference in a region. Efforts to help existing outdoor recreation companies thrive and expand, helping new outdoor recreation businesses find a home and a platform in the region, and providing entrepreneurs and small businesses with tools to start up and grow sustainably in the region are all worthwhile efforts to have available in this region.

Visit California announced in early 2023 the development of an initiative to promote sustainable tourism, and action plans for 12 regions, including the “High Sierra region” which includes the three counties included in this CEDS, will be developed. Many goals for this initiative will complement this plan, including creating responsible travel principles to protect the environment and natural assets and assessment of climate impacts from tourism with mitigation recommendations.

A strong economic development strategy can also leverage existing industrial sector strengths to encourage innovation in areas that are important to stakeholders, such as sustainable tourism or disaster preparedness and response. The region can seek out opportunities and deploy interventions that address key areas of importance to stakeholders, like economic resiliency and protection of precious natural assets, diversifying the economic base of the region while promoting entrepreneurship and sustainability at the same time.

Main street/downtown corridors across the region are a special opportunity that can address several different needs in the region: real estate locations for small businesses, vital resources and collaboration for entrepreneurs, and a continued destination for residents and visitors for lodging, dining, and activities. Business and visitor experiences in downtown corridors can evolve though infrastructure upgrades, façade improvements, and multi-modal transportation enhancements.

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Increased opportunities to match available workers with the needs of existing industry would help address workforce concerns that exist for most industry sectors. Like most regions, there is room to improve the skill sets of available workers to better match the needs of existing businesses. Additionally, ensuring that the region’s secondary and higher education providers are partners in economic and workforce development efforts can help build a sustainable talent pipeline that meets the needs of the existing and growing industries of the Eastern Sierra. A better understanding of how ancillary services, like childcare provision, affect the dynamics of workforce availability and participation would also assist the region in addressing the labor needs of key industries.

Feedback from elected officials and the public in the region during review of the draft of this document revealed several comments related to what additional opportunities may exist for economic diversification and expansion: agriculture, renewable energy, and mining as examples. A targeted industry analysis would help determine which specific industries are a good fit for additional efforts, and a new recommendation to complete a regional targeted industry analysis is now included.

Objectives
• Build relationships with existing businesses through a formal business retention and expansion (BRE) program and respond to their needs through supportive services and connections to service providers.
• Build upon and transform opportunities for businesses to convene by industry sector to better understand and address common issues related to supply chain, workforce, etc.
• Enhance network of entrepreneurial and small business resources to encourage new business development within the region.
• Initiate and support efforts related to real estate solutions that complement industry and residential needs. Downtown corridors are areas of great need in the region as vibrant centers for convention, recreation, and visitors.
• Thoroughly study and review the current status of the labor market and gaps in workforce services provision, for both employers and individuals. Provide new workforce development solutions that address gaps and improve outcomes for
companies and individuals.
• Identify additional data-informed opportunities that may exist for economic diversification and expansion.

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Best Practices
Guide to Building a Business Retention & Expansion Program by the University of Wisconsin-Madison Division of Extension
This article provides step-by-step guidance on how to build a BRE program. It emphasizes how both leaders in business support services and government partners can coordinate outreach, use a uniform data collection approach (like a survey) to capture important data points and identify opportunities and barriers related to growth and warning signs of downsizing, closure, etc.

BRE Resource Library and Program Awards by Business Retention and Expansion International
Business Retention and Expansion International (BREI) is a membership-based organization dedicated to helping communities build and improve formalized BRE programs. They have an extensive resource library and an annual awards program that showcases wellexecuted and innovative BRE programs. They focus on assisting and supporting smaller, rural communities.

Funding Opportunities
Rural Community Development Initiative (RDCI) Grants
RCDI is a matching-funds program through the US Department of Agriculture designed to assist communities to build capacity in areas of housing, community facilities, and community and economic development projects. Projects can receive $50,000 to $500,000 and support efforts related to Business Retention & Expansion programs, entrepreneurial support, childcare facilities, and much more. This funding stream can support efforts in this goal area and others in this CEDS, such as Housing Availability & Land Use.

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EVALUATION FRAMEWORK: ECONOMIC EXPANSION & DIVERSIFICATION Goal: Grow and diversify the regional economy through support of existing and new businesses.

Partners/Champions: Regional economic development organizations, local chambers of commerce, entrepreneurial supportive services Objectives Action Items Timeline Metrics for Success
Build relationships with existing
businesses and respond to their
needs.
• Build a formal business retention and
expansion (BRE) program
• Assemble and deploy a network of
supportive services and providers to
provide technical assistance
• Seek funding opportunities to build
capacity to grow the BRE program over
time
Medium-term
(2-3 years)
• Number of BRE visits conducted annually
• Established network of service providers
and supportive services
• Number of firms referred/connected to
service providers and supportive services
• Tracked outcomes of companies that
successfully navigate services/resources
Build upon and transform opportunities
for businesses to convene by industry
sector to better understand and
address common issues related to
supply chain, workforce, etc.
• Leverage existing groups convened
by partners like chambers or industry
associations and adopt a sector
partnership model
• Assist industry-identified priorities with
supportive services, advocacy, funding
efforts, etc.

Short-term
(1-2 years)
• Number of industry-specific groups led by
industry active in the region
• Annual report of successful outcomes from
industry groups
• Identification and success of industryspecific initiatives Enhance network of entrepreneurial
and small business resources to
encourage new business development
within the region.
• Support and promote opportunities for
entrepreneurs to convene, network, and
learn
• Collaborate with service providers
like SBDC, SCORE, and local service
providers to bring workshops and trainings
to the region
• Create a regional asset map of
entrepreneurial and small business
resources
• Develop a plan to address gaps in the
regional asset map
Long-term
(3-5 years)
• Number of networking events
• Number of workshops/trainings
• Asset map
• Plans to address one or more gaps in the
asset map

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Objectives Action Items Timeline Metrics for Success
Initiate and support efforts related to
real estate solutions that complement
industry and residential needs.
• Create façade improvement programs for
downtown areas
• Leverage historic designations to secure
funding for building improvements
• Establish a revolving loan fund to support
investment in real estate solutions that
support the needs of businesses
• Invest in business district upgrades that
improve walkability and bikeability
• Revisit and update potential industrial
sites in the region and determine priority,
viability, funding, etc.

Long-term
(3-5 years)
• Establishment of programs
• Number of businesses or buildings
receiving assistance
• Improved walkability scores in main street/
downtown districts
Thoroughly study and review the
current status of the labor market and
gaps in workforce services provision,
for both employers and individuals.
• Conduct a workforce and skills gap
analysis with asset mapping of workforce
and employment services
• Provide new workforce development
solutions that address gaps and improve
outcomes for companies and individuals
Short-term
(1-2 years)
• Workforce and skills gap analysis
• Asset map of workforce and employment
services
Identify additional data-informed
opportunities that may exist for
economic diversification and
expansion.
• Conduct a regional targeted industry
analysis
Medium-term
(2-3 years)
• Completion of analysis
• Adoption of recommendations in regional
and local economic development efforts

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Environmental Resilience & Sustainability
Environmental stewardship and preservation of natural assets is a critical component of the region’s vision for the future. Residents emphasized the enjoyment received from accessing and appreciating the landscape and access to recreation as a key feature to quality of life.

The region’s natural assets are also a key feature of the vitality of the tourism industry and must be preserved and protected for future, longterm enjoyment.

The region’s exposure to extreme weather events pass uncertainty, risk, inconvenience, and isolation to businesses and residents. With record snowfall in Winter 2022-2023, some communities only accessible by mountain pass were isolated from the surrounding region for months, unable to access vital resources. Small business owners shared that accessibility challenges in winter months prevent customers from accessing their businesses and impact the revenue that they are able to generate. Additionally, wildfires have occurred throughout the region with increased frequency in recent years, straining the capacity of first responders and threatening residencies and businesses in vulnerable areas.

The State of California releases an updated climate adaptation strategy every three years, most recently in 2021. The current strategy has priorities that include building capacity in climate vulnerable communities, encouraging tribal and local governments to incorporate climate considerations into emergency planning efforts, and to strengthen climate resilience of natural systems. The strategy divides the State into regions with specific engagement opportunities.

Objectives
• Reduce the challenges experienced by residents and visitors during winter climate events.
• Enhance the network of industry and community stewards to develop, adopt, and promote guidelines for sustainable tourism. • Consider sustainable tourism as a budding industry with workforce needs, entrepreneurial opportunities, and
infrastructure requirements.

Best Practices
Adaptation Clearinghouse by State of California’s Governor’s Office of Planning & Research
This searchable database includes planning resources, case studies, and tools to support planning and initiatives that help address climaterelated challenges and issues. It also highlights plans and initiatives led by tribal communities.

Funding Opportunities
CoolCalifornia.org Local Government Portal
CoolCalifornia.org hosts a tool kit to assist local governments with the development of a climate action plan with a resource library, interactive map of case studies and examples, and a searchable funding database for sustainability projects.

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EVALUATION FRAMEWORK: ENVIRONMENTAL RESILIENCE & SUSTAINABILITY Goal: Prioritize opportunities to preserve natural assets and support service provision needs of residents during weather and disaster events.

Partners/Champions: Local government, emergency services providers/responders, tribal communities, California Climate Adaptation Strategy Objectives Action Items Timeline Metrics for Success
Reduce the challenges experienced
by residents and visitors during
climate events.
• Create a regional working group that encourages
collaboration across the three counties with
their current plans, offices, and staff related to
emergency response and disaster preparedness
• Pursue climate action planning as a region,
leveraging resources for greater impact
Short-term
(1-2 years)
• Working group established and
meeting regularly
• Climate action plan for the region
Enhance the network of industry
and community stewards to develop,
adopt, and promote guidelines for
sustainable tourism.
• Designate a group of sustainable tourism
champions to plug into state-level initiatives
to leverage plans and resources to advance
outcomes in the region
• Develop regional guidelines to inform and
encourage sustainable tourism initiatives and
practices
Short-term
(1-2 years)
• Sustainable tourism champions
identified and actively participating
in state-level initiatives
• Adoption of state-level sustainable
tourism initiatives at the regional
level
Consider sustainable tourism as
a budding industry with workforce
needs, entrepreneurial opportunities,
and infrastructure requirements.
• Embed sustainable tourism into other plan
elements to address workforce, entrepreneurial,
and infrastructure needs
• Gain support for any needed infrastructure
developments like visitor centers, trail systems,
amenities upgrades, and more
• Sustainable tourism champions identified and
actively participating in state-level initiatives
Short-term
(1-2 years)
• Sustainable tourism represented
in industry-led groups, BRE
outreach, entrepreneurial supports
and services
• Sustainable tourism represented
in workforce analysis and mapping

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Government Affairs & Advocacy
The Eastern Sierra region would like to see stronger relationships and increased visibility with other leaders in neighboring regions and at state and federal levels where residents do not feel they are valued or heard by those entities. Staff turnover was identified as a contributor to the challenge of building and maintaining strong relationships with key offices.

Community leaders and stakeholder believe that funding sources are available to support the identified needs of the region based on the stakeholder engagement activities, but the region lacks the capacity to seek out, apply for, and successfully secure grant opportunities.

Strategies
• Build capacity within ESCOG as well as Alpine, Inyo, and Mono Counties and other key partners for improved government affairs, prioritizing relationship-building with the key state and federal entities who directly impact the implementation of CEDS strategy recommendations.
• Study the broader economic impact of regional strategy recommendations to garner more support from state and federal government agencies.
• Equip local government partners with knowledge and capacity for procuring and administering federal funding to ensure relevant opportunities can be pursued.

Best Practices
Local Government Solutions for COVID-19 and Beyond: Grants Management Capacity
This resource guide is part of a set of documents developed by FEMA in response to the disaster recovery challenges state, local, tribal, and territorial (SLTT) governments have faced; however, these solutions are easily applied outside the context of disaster. Here, grants management capacity is addressed with examples of solutions from varying community types, intended to provide guidance and resources.

Familiarization Experiences
Chambers of commerce and economic development organizations have a best practice of familiarization experiences that are embedded into advocacy or business development programs. Advocacy examples include a Day at the Capital or a DC Fly-in where local stakeholders visit the state or national capital with an agenda to meet with specific lawmakers or agencies to promote their region’s priorities on topics like transportation, workforce, etc. Business development programs will often have a familiarization tour for site selection consultants to visit the region and learn more about its assets. State and federal officials and leaders can be invited to the region to experience its assets and needs and create space for local stakeholders to build relationships and discuss top priorities for the region.

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Funding Opportunities
Rural Community Development Initiative Grants in California RCDI grants are awarded to help non-profit housing and community development organizations, low-income rural communities and federally recognized tribes improve housing, community facilities, and community and economic development projects in rural areas.

Community Economic Development
CED grants are awarded to fund initiatives designed to improve the economic self-sufficiency of low-income individuals in communities with high unemployment and poverty rates through sustainable business development and new employment opportunities helping to create resilient communities that address the needs of individuals, families, and children.

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EVALUATION FRAMEWORK: GOVERNMENT AFFAIRS & ADVOCACY
Goal: Promote stronger government affairs & advocacy efforts.

Partners/Champions: Local elected officials, local government entities, state government agencies, federal agency representatives and regional offices, philanthropic and private funders
Objectives Action Items Timeline Metrics for Success
Build capacity within ESCOG as well
as Alpine, Inyo, and Mono Counties
and other key partners for improved
government affairs, prioritizing
relationship-building with the key
state and federal entities who directly
impact the implementation of CEDS
strategy recommendations.
• Map all local, state, and federal government
agencies who can directly impact the
implementation of CEDS strategy recommendations
• Conduct strategic outreach to these government
agencies to pinpoint an effective point of contact for
conversations and activities related to the CEDS
Short-term
(1-2 years)
• Completion of map of target
government agencies for
collaboration
• Number of agencies with base
relationship and point of contact
established
Study the broader economic impact
of regional strategy recommendations
to garner more support from state and
federal government agencies.
• Gather the necessary data to assess the economic
impact of the CEDS strategy recommendations and
relevant future projects or initiatives
• Use impact results to communicate the importance
of government agency partnership and support to
the implementation of the CEDS to stakeholders,
policymakers, and the public
Long-term
(3-5 years)
• Number of economic impact
assessments completed
• Number of presentations,
meetings, and communication
pieces related to communicating
economic impact
Equip local government partners with
knowledge and capacity for identifying
and securing federal funding to ensure
relevant opportunities can be pursued.
• Create and maintain database of relevant programs
and funding opportunities
• Designate individuals or create a cross-agency team
specifically responsible for researching, identifying,
and pursuing funding opportunities
• Establish relationships with other nonprofits,
community organizations, and regional entities
and collaborate on grant applications with shared
expertise and resources
• Leverage support and resources available at the
state and federal levels to help regions collaborate
and access funding
Medium-term
(2-3 years)
• Creation of funding opportunities
database
• Number of funding applications
submitted
• Number of funding awards
• Number of partnerships with
MOUs and/or letters of intent to
collaborate

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Housing Availability & Land Use
A vast majority of the land in the Eastern Sierra region is publicly owned, with significant portions under federal and state management or owned by the City of Los Angeles Department of Water & Power to provide water to the LA metro region. Much of the privately-owned land is not located near existing communities and is limited in potential uses by infrastructure costs, demand, or access to amenities. Working within these parameters significantly limits the options available for additional housing development.

The importance of the tourism industry in certain areas of the region is also impacting housing. In tourism-focused areas, high land cost makes it difficult to develop housing for both year-round and seasonal workers. County and local governments throughout the region might seek partnerships with local employers to meet their shared workforce housing needs in the form of affordable housing developments earmarked for workers in a specific industry or location, rental assistance programs, or the development of a land trust for affordable housing.

While the cost of living in the Eastern Sierra region is relatively lower than in many other areas of the state, the lack of available housing could continue to put the region’s economy at risk. Due to limited space, efforts to encourage denser multifamily and mixed-use development may help to limit rising housing costs in the area and provide opportunities for the region’s workforce to find suitable housing close to employment centers.

Zoning policy statewide supports these types of developments despite potential resistance from some community members.

Limited available land also places a high importance on maintaining the quality and integrity of existing structures or determine opportunities for infill redevelopment. Striking a balance between the two will require current conditions assessment and the identification of existing federal and state funding opportunities to make the best use of existing infrastructure while balancing the needs of existing residents and community-members.

Strategies
• Increase available land for private development
• Work to improve housing stock within restrictions on available land
• Expand additional housing options within affordable range for regional workforce

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Funding Opportunities
HUD: Community Development Block Grants
The Community Development Block Grant (CDBG) Program supports community development activities to build stronger and more resilient communities. Activities may address needs such as infrastructure, economic development projects, public facilities installation, community centers, housing rehabilitation, homeowner assistance, etc.

USDA: Multifamily Programs
Multifamily Housing assists rural property owners through loans, loan guarantees, and grants that enable owners to develop and rehabilitate properties for low-income, elderly, and disabled individuals and families as well as domestic farm laborers. The program works with the owners of its direct and farm labor housing loan properties to subsidize rents for low-income tenants who cannot afford to pay their full rent.

State of California: Homekey Program
Homekey is an opportunity for state, regional, and local public entities to develop a broad range of housing types, including single-family homes and multifamily apartments and the conversion of commercial properties and other existing buildings to permanent or interim housing.

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EVALUATION FRAMEWORK: HOUSING AVAILABILITY & LAND USE
Goal: Increase stock and availability of housing units with a focus on affordability for regional workforce.

Partners/Champions: County planning and zoning departments, City of Los Angeles, Federal and State government entities Objectives Action Items Timeline Metrics for Success
Increase amount of
available land for private
development.
• Explore opportunities to purchase, trade, or
lease land from public entities who own or
manage land in the region
• Identify any parcels in unincorporated areas
that are eligible for private purchase and
explore opportunities to incentivize private
purchase and development of these lands
Long-term
(3-5 years)
• Exploration of processes for land trades, purchase,
or lease of public lands
• Assessment of status of past negotiations and
strategic direction for utilization or sale of any
procured land
Work to improve and
expand housing stock
on available land.
• Identify areas with opportunities for infill
redevelopment, in both residential or nonresidential zones, to take advantage of existing infrastructure and create additional
housing where available land is limited
• Consider the creation of overlay districts
to promote higher density or mixed-use
development in nonresidential zones
• Pursue federal and state funding programs
designed to redevelop, improve, or maintain
conditions of existing housing stock
Short-term
(1-2 years)
• Complete housing needs assessment and strategic
plan
Expand additional
housing options within
affordable range for
regional workforce.
• Identify and potentially incentivize
opportunities for workforce (low- and
moderate- income) housing near
employment centers
• Explore opportunities for employers to
contribute to or develop housing for yearround and seasonal employees Medium-term
(2-3 years)
• Complete funding scan
• Convene business resources group and establish
workforce housing working group

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Appendix
Appendix A: Resolution
The formal adoption of the CEDS by the Eastern Sierra Council of Governments (ESCOG) will take place in the coming weeks after the following groups formally adopt a resolution of support after the finalization of this document: Alpine County, Inyo County, Mono County, Town of Bishop, and Town of Mammoth Lakes. Below is the language planned for the resolution that will be considered by the ESCOG Board of Directors at an upcoming meeting
RESOLUTION NO.

RESOLUTION OF EASTERN SIERRA COUNCIL OF

GOVERNMENTS JPA APPROVING THE EASTERN

SIERRA COMPREHENSIVE ECONOMIC DEVELOPMENT

STRATEGY FOR ALPINE, INYO AND MONO COUNTIES

AS PREPARED AND AUTHORIZING THE STRATEGY TO
BE SUBMITTED TO THE U.S. ECONOMIC DEVELOPMENT

ADMINISTRATION
WHEREAS, U.S. Department of Commerce, Economic Development Administration (EDA) requires the preparation and adoption of a Comprehensive Economic Development Strategy (CEDS) to be approved by the Alpine County Board of Supervisors, the Inyo County Board of Supervisors, the Mono County Board of Supervisors and the EDA prior to consideration of certain federal funding; and
WHEREAS, A CEDS is a document developed by jurisdictions for the EDA to apply for vital funding for community economic development initiatives; and WHEREAS, The Counties of Alpine, Inyo and Mono conducted its CEDS process following federal Code of Federal Regulations (CFR), 13 CPR §303.6; and
WHEREAS, The CEDS takes into account and, where appropriate, incorporates or leverages other regional planning efforts, including the use of available federal funds, private sector resources, and state support which can advance a region’s CEDS goals and objectives; and
WHEREAS, The CEDS process analyzes existing regional conditions, opportunities, and global economic conditions, leading to a region-specific strategy-driven plan for economic prosperity; and

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WHEREAS, The CEDS must be updated every five years to stay relevant with changing economic conditions and to qualify for U.S. Economic Development Administration (EDA) funding assistance under its Public Works and Economic Adjustment Assistance programs; and
WHEREAS, EDA has been an important partner in financing economic development projects; and
WHEREAS, In addition to summarizing the status of the local economy and areas of opportunities, the focal point of the CEDS is identification of projects that may be eligible for federal grant funding; and
WHEREAS, Adoption of the CEDS is a federal requirement which the Alpine County, Inyo County and Mono County, and qualified organizations within the region, must meet to apply to EDA for Public Works or Economic Adjustment Assistance Program grants; and
WHEREAS, the Eastern Sierra Council of Governments serves as a regional joint powers authority representing Inyo County, Mono County, the Town of Mammoth Lakes, and the City of Bishop, and is the appropriate regional organization to serve as the lead agency to submit the CEDS to the EDA; and NOW THEREFORE BE IT RESOLVED by the Board of the Eastern Sierra Council of Governments JPA that

1. After reviewing the CEDS document attached hereto as Exhibit A, hereby approves the report and authorizes the submission of the CEDS to the EDA.

2. Adoption of this Resolution is not a Project as that term is defined by the California Environmental Quality Act.

Passed and adopted this ___ day of ________
Jeff Griffiths, Chair, Eastern Sierra Council of Governments ATTEST:

Clerk

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Appendix B: CEDS Steering Committee &
Participating Organizations
The CEDS Steering committee included community leaders from across the region, as well as representatives from the Rural County Representatives of California (RCRC). The group met regularly to guide the CEDS process and offer perspectives from their respective communities and the region as a whole. The steering committee included:

SARAH BOLNIK
Rural County Representatives of California (RCRC)

BOB BURRIS
Rural County Representatives of California (RCRC)

JT CHEVALIER
Economic Development Director & Public Information Officer, Alpine County

CHRIS EGAN
Rural County Representatives of California (RCRC)

LIZ GRANS
Economic Development Manager, Mono County

BARBARA HAYES
Chief Economic Development Officer, Rural County Representatives of California (RCRC)

DANIEL HOLLER
Town Manager, Town of Mammoth Lakes

ELAINE KABALA
Executive Director, Eastern Sierra Council of Governments

MEAGHAN MCCAMMAN
Assistant County Administrator, Inyo County

SANDRA MOBERLY
Community & Economic Development Director, Town of Mammoth Lakes

TERRANCE ROGERS
Rural County Representatives of California (RCRC)

JEFF SIMPSON
Economic Development Director, Mono County

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Appendix C: Verification of the 30-Day Public Comment Period The 30-day public comment period opened on July 31, 2023 and closed on September 1, 2023. The draft CEDS and an online form for members of the public to freely enter their thoughts were published on ESCOG’s website, www.escog.gov, and promoted to the public by members of the steering committee.

All comments submitted during the 30-day public comment period are appreciated and included here to take into consideration to inform next steps as ESCOG and partners across the region take steps to continue planning and execute implementation. ESCOG is also encouraged to review and update the CEDS regularly as more data is gathered and recommendations can become more targeted with specific projects.

While the ESCOG is responsible for developing and maintaining the regional CEDS, the deployment of this CEDS requires efforts to be advanced by many organizations within the ecosystem across the region.

All comments are listed below with the county of the commenter noted (if it was provided). The body of each comment is shared exactly how it was entered into the online comment portal. This includes errors related to spelling, grammar, and punctuation.

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Comment (with County of representation, if identified) Response [Inyo County] Please be aware that goverment funds used for housing now limits landlords ability to manage those properties. There are new laws regarding this type of funding/loans.

Where can the community see the entire ceds package. There was more information shown to the City Council, that is not shown here.

Does the city/county have a list of non-occupied homes in the area? Is there a list of airbnb homes in the area. Two sources of housing that are not mentioned in the ceds.

Flagged for further discussion: The material included in this report constitutes the entire CEDS package, although local governments may discuss a number of topics tangential to the CEDS or in order to inform the CEDS.

Accepted: ocal housing policies and practices vary throughout the CEDS region, and we recommend reaching out to your local elected officials to inquire about such a list. Language has been added to the draft acknowledging the potential effects of second-home ownership and shortterm rentals on the housing stock throughout the region. [Mono County] think long term goals and how to get there with smart growth in mind Accepted [Inyo County] Most of this document appears to be boilerplate language that repeats information that is already well known.

It appears to make no mention of really expanding on and encouraging the development of mineral extraction within the region which is greatly needed for jobs and construction projects. The area’s history and development was from mining and lumber industry and the resources still exist within the area and aren’t being utilized. The area needs surface mining operations for gravel, DG, cinders, and sand for road construction and maintenance and for private construction projects.

Right now, there are no available local sources for that and most of it is hauled into the area from Kern and Nevada.

Economic development in the area will benefit from reliable, locally sourced material and this needs to start with BLM, the USFS, State Lands commission, and LADWP who have something to do with mining.

Flagged for further discussion: While the region’s important history as a collection of mining communities is discussed in the CEDS, mining did not emerge as an industry with high growth rates or a large economic impact in the present-day. Expanding mining operations in the region may be further complicated by the lack of available land and environmental conservation and preservation efforts. That said, construction and manufacturing did emerge as growing industries, with wood product manufacturing showing modest growth. These industries may play an important role in the infrastructure needs referenced.
[Inyo County] In the draft CEDS document, the median housing costs seem low, especially housing anywhere near employment opportunities. I’ve always paid almost twice that in rent in the past decade, and it’s increased annually since Covid-19. I assume this uses ACS data. What’s shown doesn’t reflect what full-year, employed residents pay. I’m not sure usual methodology makes sense in a mountain community with such unusual constraints. Those moving here to fill positions needed to grow/diversify the economy will pay much more.

The issue with housing costs and availability is addressed, but may be under-developed in the plan and may need more recent data with more granularity. Perhaps greater segmentation of the data would show more opportunities and a better representation of the issues faced in an economic development framework.

Accepted: Additional discussion of ACS methodology and the potential for higher housing costs than reflected by the ACS has been added.

Additionally, a short section titled “Seasonal Homes and Vacancy” has been added to discuss the prevalence of seasonal residents and their impact on the data included in this report.

Flagged for further discussion: This comment demonstrates the importance of the recommendation related to conducting a housing needs assessment with a strategic plan.
[Inyo County] More tourism needs to be brought to the 395 corridor of Lone Pine, Big Pine, Independence, etcetera, even Bishop, these communities are dying. Lack of medical, lack of services, lack, lack, lack. Go visit Gardnerville just across the border in Nevada and see a thriving “cute” community. A place you want to visit (not referring to gambling), that has a charm as you drive through and makes you want to stop even if you have no reason to. Right now all these ES 395 cities are basically drive through cities, like flyover states. Make them a reason to visit for tourists to spend dollars, year round. A place that young families will want to come and put down roots and start families. Without opportunity nothing will survive.

Flagged for further discussion

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Comment (with County of representation, if identified)
[Mono County] Yes, infrastructure is good and of course so is tourism, which is the life blood for many full-time residents.

What we don’t want is Disneyland in ML resulting in manifestations of more trash, more cigarette butts, more traffic, more diesel and tail pipe pollution for those of us who enjoy walking and biking around town, and air b and b rental properties continuing to price out and reduce housing opportunities for residents and seasonal mountain employees and the perceived need to cut down trees to build more low income housing, or competition to be the new Vail with continuous sprawl and an ever-expanding footprint into natural lands. (It is upsetting to see a street that is named for what beautiful thing used to be there but was destroyed for the development.) Always take into consideration the environment/ecosystem/climate costs (i.e. removing mature trees and disrupting soil and meadowlands, water, CO2 and methane production/capture). For example, petroleum- based plastic covering on forest soil is a travesty and is flat out wrong on so many levels. This should be banned already. I think your shuttle and City wide/county wide vehicle fleet should be electric with more charging stations around town. THINK OF WAY TO CUT ML’S CARBON FOOTPRINT NOT ADD TO IT!!!!!! THIS IS OUR #1 RESPONSIBILITY! An effective ZERO WASTE policy and executable and enforceable plan is not an option but a necessity for EVERYTHING that is currently landfilled ASAP; especially with the increase in tourism. In the meantime, hire a team to clean up after them and their cigarette butts (tobacco ban ordinance should be considered). You are correct that all building and expansion must be carried out with the best available science in mind and with the input from tribal representatives for our best shot at resiliency and adaptation to unpredictable and increasingly extreme climate conditions. For example, indigenous peoples hold the knowledge of how to best manage the forest and grasslands. Invite them to take on these important roles, avoid tokenism, and compensate them well for their time to sit at your table and provide input for your plans. Mammoth’s beauty is unparalleled. THE BIGGEST THING WE NEED TO DO IS LEAVE IT ALONE AND NURTURE IT. If the tribal members do come to the table, hopefully they will echo that exploitation and growth is not always the best answer. Progress does not always equal development. Thank you for your caring and consideration. I have a full-time job, but I am glad to help pro-bono to implement any or all of the above-mentioned policies and solutions. Respectfully, [REDACTED] Response
Accepted: We agree that sustainability and conservation of natural resources must be a top priority for the region. We hope that this plan’s third focus area, Resilience and Sustainability, addresses the items discussed here. Specifically, we hope that the second objective, “Enhance the network of industry and community stewards to develop, adopt, and promote guidelines for sustainable tourism” is embraced as the first step of many towards ensuring that economic growth does not come at the expense of the region’s environment and natural resources.

The strengthening of tribal relationships and ongoing partnerships with tribal communities is also critical in the implementation of the CEDS. [Mono County] On Page 9, under Cultural Assets, I would recommend removing mining from the list of things that add to our rich history.

Pg. 11, Add John Muir Trail to the discussion about the backpacking opportunities on the PCT.

On page 15, the Median Monthly Housing Costs look low to me. I understand this came from the ACS but are there any other sources? I think if not then we should make note that there is a lack of available housing stock to rent so the Percent of Cost Burdened Household in Figure 8 appears artificially low.

On page 22, under Air Quality, add information about the challenges faced at the Dry Owens lake bed and Mono Lake with respect to PM 10 particulate matter.

A threat we face as a region that I did not see specifically called out is the risk that our rural hospitals face as reimbursement rates continue to be inadequate to cover costs. That poses risks to community members in terms of access and also to local employment because healthcare jobs are a key component of our workforce.

Flagged for Further Discussion
Accepted
Accepted: Additional discussion of ACS methodology and the potential for higher housing costs than reflected by the ACS has been added.

Accepted
Flagged for Further Discussion

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Comment (with County of representation, if identified) Response [Inyo County] page 13 (median household income) -- how are these computed? is tehre a way to compute it for permanent residents?
page 28 (figure 13) -- that figure is gross and not very informative. We should change it from a venn diagram to a table. venn diagrams are typically normalized so the two circles are the same size. This is not the case here, so this shouldnt’ be a venn diagram. One question about the data here, though: it would be good to know of the large number of people who “live in the selection area, employed outside”, how many of those are remote jobs? I ask because those don’t really require commuting, which seems to be what this figure is trying to get at (and concluding when they say this figure indicates many residents are seeking jobs outside the region).

SWOT analysis pie charts (pages 30-33): those pie charts aren’t well described. I have no idea what they mean from reading the document. For example, in the first one (Access and Connectivity) is this saying that 14% of the respondents think broadband access is the biggest challenge we face? 14% of respondents think it’s a problem? 14% think it’s an asset that we have? There needs to be some description (at the very least a legend) that says what these graphs are actually showing.

Same comment also applies to the next section -- what are these pie charts indicating? are they indicating what respondents think is the main strength/weakness/issue? it’s not clear what those pie charts are saying.

Goal 1: (access and connectivity) -- can you expand on the goal about road conditions? I’m not clear why this is a priority for economic development. is there any indication that our economic development is currently stifled by the lack of road stuff?
Goal 3: I feel like part of diversification should include industries that take advantage of the natural resources we have here (but not like the old-school way of thinking, i.e., mining). I would imagine things like city of bishop has access to a lot of water, so hydroponic growing; or solar farms; the kind of things that make use of our resources to diversify industries but in novel ways. Also, I think we should also look at what kind of remote jobs people in the area are getting, and focus efforts on making sure we have schools to gain the skills needed for those jobs.

Goal 5 (housing): that’s a worthwhile goal, but do we really think CEDS is the one that’s going to do this? Accepted: This data is from the American Community Survey. A short section titled “Seasonal Homes and Vacancy” has been added to discuss the prevalence of seasonal residents and their impact on the data included in this report.

Flagged for Further Discussion: This figure is not technically a Venn diagram, although it does have the same shape as a Venn diagram. The figure is produced by the US Census Bureau and does not address remote work.

Accepted: Additional language has been added to help clarify the figures referenced.

Accepted: Additional language has been added to help clarify the figures referenced.

Flagged for Further Discussion: Flooding and severe winter weather have, in recent years, caused road closures that render businesses and attractions inaccessible. Transportation infrastructure is vital to the exchange of commerce and workers.

Accepted: An expanded targeted industry analysis has been added to the recommendations.

Flagged for Further Discussion: The CEDS implementation falls on a broad coalition of stakeholders, and the CEDS can be a supporting tool accessing federal funding to support housing if appropriate programs are available.

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Comment (with County of representation, if identified) Response [Inyo County] Hello and thank you for this strategy report. My name is [Redacted] and I work as [Redacted].

I am very concerned about the absence of local food systems considerations in the current CEDS draft of July 31st. I understand that this may reflect a lack of responses in this domain from your respondents, rather than your own grevious ommission. However, I believe that the SWOT Analysis results significantly downplay the opportunities for local food systems development and investment.

Considering our location, natural resources, and existing industries, we have very important potential for building up our local food economy through sustainable agritourism development. Many ranchers I have spoken with express a keen need for expanding local meat processing capacities. Restaurants currently have to import much of their food, resulting in lost local revenues sub-par culinary experiences for our region’s guests and residents, even with food service being one of our major industries. I would propose that your final report recommend a “local food system assessment.” Better yet, if your team can do the research now, please include one as an appendix, as was recently done with the The Bay Area Food Economy: Existing Conditions and Strategies for Resilience, attached to the Bay Area’s CEDS). I would be glad to particpate in those discussions and bring Tribal stakeholders to the table as best I can.

Thank you,
[Redacted]
Flagged for Further Discussion: The comment is from an individual affiliated with one of the area’s indigenous tribes. The recommendation for a local food system assessment connects other comments and opportunities related to economic diversification and leveraging the tourism industry in the CEDS. This is a strong example of what can come from advancing the objective to “build upon and transform opportunities for businesses to convene by industry sector to better understand and address common issues related to supply chain, workforce, etc.” Because this person expressed a desire to be involved with future issues on this matter, their contact information has been share with a representative of ESCOG. This may be a great relationship to nurture to help with strengthening connections with tribal communities.
[Inyo County] Page 9 – states “around half of the visitors that come to the region come from other areas of California.” Do you know where this info is coming from? Is it possible to add something that addresses the long-haul travelers and international visitors that come to see the iconic places in our region?

wildlife viewing, birdwatching and landscape photography.

other areas? Is it skewed because of the seasonality of employment in the ski areas? Lastly, I don’t know where exactly this would fit in….

It is mentioned several times that our tourism industry is “robust.” That’s good, but there is still room for improvement and growth in this sector. Bishop’s average annual hotel occupancy is only at 70%. That means we could sell 93K more room nights per year – without building even one more hotel. We’ve made good progress in smoothing out the severe seasonality, but there is much work to be done there. If we can fill the rooms in the slower season, this would lead to better year-round employment for everyone employed in hospitality.

Also, in speaking about job training/education, it would be good to see some emphasis on improving skills/knowledge of hospitality workers. There are good careers in this sector in management and all of the local hotels and restaurants have trouble finding management level employees. (and the pay is darn good!) Accepted: This information is from a Tourism Industry study conducted by Mono County. A citation has been added, along with a sentence noting other types of visitors.

Flagged for Further Discussion
Accepted
Accepted
Flagged for Further Discussion: Additional language has been added about the prevalence of second-home owners and their potential effect on the data.

Accepted: The continued growth of the tourism sector (in an environmentally conscious manner) is a focus of recommendations across focus areas. These include BRE programming recommendations, as well as transportation infrastructure improvements to continue to address seasonality.

Flagged for Further Discussion

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Agenda Item: 14.O
Date of Meeting: October 23, 2023
Department: City Clerk
To: City Council
From: Robin Picken
Subject: Granicus Agreement – One-Year Extension 11/12/2023-11/11/2024 Prepared On: September 18, 2023
Attachments: Granicus Agreement 2018-2021
Granicus Proposed Agreement 2023/11/12 to 2024/11/11

STAFF REPORT
Background/History:

The City of Bishop has contracted with Granicus since May of 2014 to provide the citizens of Bishop with a transparent and open meeting platform to view the City of Bishop’s City Council, City Commissions, and other City related meetings, their posted agendas, and approved minutes.

To date, the City staff feels that Granicus has performed their services in a satisfactory manner and staff has agreed to also include their agenda management solution called PEAK Agenda management which will add an additional cost of $3,300.00 for 11/12/2023- 11/11/2024, $3,531.00 for 11/12/2024-11/11/2025, and $3,778.17 for 11/12/2025— 11/11/2026.

Analysis/Discussion:

The City’s current agreement with Granicus was effective November 12, 2018 to November 11, 2021 and upon mutual written agreement, the term of this agreement can be extended annually for an additional one (1) year period, or longer as the parties agree.

Economic Impacts:

There is no significant economic impact.

Budget Impacts:

The current annual cost to the City is $11,054.11. If the Council approves the one-year renewal for Granicus’ services, the annual cost will go up 3% from $11,054.11 to $11,385.74 plus an additional $3,300.00 for the newly acquired PEAK agenda management solution for a total annual cost of $14,685.74 for November 12, 2023 to November 11, 2024. 221
Legal Review:

City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

Council consideration to approve the proposed Granicus Subscription Renewal from November 12, 2023 to November 11, 2024 with an annual cost of $14,784.75.

Approved By: Ethan Aukee / 10/13/2023
Approved By: Robin Picken / 10/13/2023
Approved By: Nora Gamino 10/16/2023
Approved By:
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THIS IS NOT AN INVOICE Order Form
Prepared for
Bishop, CA
Order #: Q-297177
Prepared: 13 Oct 2023

Granicus Proposal for Bishop, CA

ORDER DETAILS
Prepared By: Korgbae Freeman
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Email: [email protected]
Order #: Q-297177
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PRICING SUMMARY
The pricing and terms within this Proposal are specific to the products and volumes contained within this Proposal.

Renewing Subscription Fees
Solution Billing
Frequency Quantity/Unit Annual Fee
Government Transparency Suite Quarterly 1 Each $4,560.38 Peak Agenda Management Quarterly 1 Each $3,300.00
Granicus Encoding Appliance Software
(GT) Quarterly 1 Each $1,520.13
Meeting Efficiency Suite Quarterly 1 Each $3,040.24
Open Platform Suite Quarterly 1 Each $2,264.99
Send Agenda (Peak) Quarterly 1 Each $0.00
govDelivery for Integrations Quarterly 1 Each $0.00
SUBTOTAL: $14,685.74
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Prepared: 13 Oct 2023

PRODUCT DESCRIPTIONS
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Government Transparency
Suite
Government Transparency are the live in-meeting functions. Streaming of an event, pushing of documents, and indexing of events.

Peak Agenda Management Peak Agenda Management is a Software-as-a-Service (SaaS) solution that enables government organizations to simplify the agenda management and minutes recording process of the clerk’s office. Peak Agenda Management allows clerks to streamline the way they compile and produce agendas and record minutes for public meetings and includes:
• Unlimited user accounts
• Unlimited meeting bodies and meeting types
• Access to up to one (1) Peak Agenda Management site
Granicus Encoding Appliance
Software (GT)
Granicus Encoding Appliance Software (GT) This includes the LiveManager Software solution where webcasts are started/stopped, agendas amended and indexed, votes and attendance recorded, and minutes created.

Meeting Efficiency Suite Meeting Efficiency is a hybrid Software-as-a-Service (SaaS) and Hardwareas-a-Service (HaaS) solution that enables government organizations to simplify the in-meeting management and post-meeting minutes creation processes of the clerk’s office. By leveraging this solution, the client will be able to streamline meeting data capture and minutes production, reducing staff efforts and decreasing time to get minutes published. During a meeting, use LiveManager to record roll calls, motions, votes, notes, and speakers, all indexed with video. Use the index points to quickly edit minutes, templates to format in Microsoft Word, and publish online with the click of a button. Meeting Efficiency includes:
• Unlimited user accounts
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• Access to the LiveManager software application for recording information during meetings
• Access to the Word Add-in software component for minutes formatting in MS Word if desired
• Up to one (1) MS Word minutes template (additional templates can be purchased if needed)
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Solution Description
Open Platform Suite Open Platform is access to MediaManager, upload of archives, ability to post agendas/documents, and index of archives. These are able to be published and accessible through a searchable viewpage.

Send Agenda (Peak) Send Agenda is dependent on an active subscription to the relevant govMeetings agenda.
govDelivery for Integrations Send notification bulletins directly to constituents who subscribe to receive updates directly through Granicus (powered by govDelivery). Receive a monthly metrics report delivered via email to show subscriber growth and engagement activity for the past month of bulletin sends, and grow subscribers through access to the Granicus Advanced Network.

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o Granicus offers a SaaS product, known as the Communications Cloud, that offers Direct Subscribers recommendations to subscribe to other Granicus Client's digital communication (the 'Advanced Network'). When a Direct Subscriber signs up through one of the recommendations of the Advanced Network, that subscriber is a 'Network Subscriber' to the agency it subscribed to through the Advanced Network.
o Network Subscribers are available for use while the Client is under an active subscription with Granicus. Network Subscribers will not transfer to the Client upon termination of any Granicus Order, SOW, or Exhibit. The Client shall not use or transfer any of the Network Subscribers after termination of its Order, SOW, or Exhibit placed under this agreement. All information related to Network Subscribers must be destroyed by the Client within 15 calendar days of the Order, SOW, or Exhibit placed under this agreement terminating. o Opt-In. During the last 10 calendar days of the Client's subscription, the Client may send an optin email to Network Subscribers that shall include an explanation of the Client's relationship with 247
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TERMS & CONDITIONS
• This quote, and all products and services delivered hereunder are governed by the terms located at https://granicus.com/legal/licensing, including any product-specific terms included therein (the “License Agreement”). If your organization and Granicus has entered into a separate agreement or is utilizing a contract vehicle for this transaction, the terms of the License Agreement are incorporated into such separate agreement or contract vehicle by reference, with any directly conflicting terms and conditions being resolved in favor of the separate agreement or contract vehicle to the extent applicable. • If submitting a Purchase Order, please include the following language: The pricing, terms and conditions of quote Q-297177 dated 13 Oct 2023 are incorporated into this Purchase Order by reference and shall take precedence over any terms and conditions included in this Purchase Order. • This quote is exclusive of applicable state, local, and federal taxes, which, if any, will be included in the invoice. It is the responsibility of Bishop, CA to provide applicable exemption certificate(s). • Any lapse in payment may result in suspension of service and will require the payment of a setup fee to reinstate the subscription.
• The terms and conditions set forth in the Agreement effective 12 Nov 2018 are incorporated herein by reference. 249
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Billing Email: Billing Phone:

If submitting a Purchase Order, please include the following language:

The pricing, terms, and conditions of quote Q-297177 dated 13 Oct 2023 are incorporated into this Purchase Order by reference and shall take precedence over any terms and conditions included in this Purchase Order.

AGREEMENT AND ACCEPTANCE
By signing this document, the undersigned certifies they have authority to enter the agreement. The undersigned also understands the services and terms.

Bishop, CA
Signature:
\s1\
Name:
\n1\
Title:
\t1\
Date:
\d1\
250
Agenda Item: 14.P
Date of Meeting: October 23, 2023
Department: City Clerk
To: City Council
From: Robin Picken
Subject: A Resolution Relating to Adopting a Records Retention Schedule and Authorizing Destruction of Certain City Records
Prepared On: October 4, 2023
Attachments: No. 2023-__ Adopting a Records Retention Schedule Autorizing Destruction of Certain City Records 2023 10 23
EXHIBIT A of Resolution 2023-__ Adopting a Records Retention Schedule 2023 10 23

STAFF REPORT
Background/History:

The City is upgrading its records management program, including its records retention policies. The adoption of this retention schedule will result in efficiency gains and cost savings.

Bishop selected Gladwell Governmental Services, Inc., an expert in local government records, to upgrade its records management program. An upgrade in the existing program was necessary to reduce current and future records storage costs, eliminate duplication of effort, increase efficiency and take advantage of current technology and changes in law.

Analysis/Discussion:

The upgrade of the current records management systems are driven by many factors, including:

Limited space in City facilities
Many departments are filing and storing copies of the same records Bishop produces and manages many permanent records
Records storage expenses
Technology advancements
Changes in law
The purpose of the program is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all records managed by the City.
251
The retention periods are in compliance with all laws and are standard business practice for California cities.

The new retention schedules were written interactively with representatives from all departments participating in the project.

They provide clear, specific records descriptions and retention periods, and apply current law and technology to the management of City records. By identifying which department is responsible for maintaining the original record, and by establishing clear retention periods for different categories of records, Bishop will realize significant savings in labor costs, storage costs, free filing cabinet and office space, and realize operational efficiencies.

Highlights of City Council retention polices include agenda packets, recordings of City Council meetings, minutes, resolutions, and ordinances are all retained permanently.

It is standard business practice for California cities to authorize the routine destruction of records that have exceeded their adopted retention period, upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney, which is provided in Section 2 of the resolution. This will reduce costs and improve efficiency for the City.

It is also standard business practice for California cities to authorize updates to the records retention schedule without further action of the City Council, which is provided in Section 3.

Economic Impacts:

There are no economic impacts.

Budget Impacts:

A Records Management Services agreement with Gladwell Governmental Services, Inc. (GGS) was executed by City Administrator Dishion for an amount of $5,800.00 with the option of an additional $650.00 for employee training and/or an additional $650.00 per year (July 1 - June 30) subscription to keep retention schedules up to date (next fiscal year(s)).

The City of Bishop will also realize significant savings both in labor and storage expenses due to keeping our Records Retention Schedules updated.

Legal Review:

City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

Council consideration to approve the proposed resolution (by title only).

Approved By: Ethan Aukee 10/9/2023
Approved By: Robin Picken 10/10/2023
Approved By: Dean Pucci 10/10/2023
Approved By: Nora Gamino 10/19/2023
252
City of Bishop Resolution No. 2023-__ Page 1
RESOLUTION NO. 2023-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BISHOP,

STATE OF CALIFORNIA, ADOPTING A RECORDS RETENTION

SCHEDULE AND AUTHORIZING DESTRUCTION OF CERTAIN CITY RECORDS WHEREAS, the maintenance of numerous records is expensive, slows document retrieval, and is not necessary after a certain period of time for the effective and efficient operation of the government of the City of Bishop; and
WHEREAS, Section 34090 of the Government Code of the State of California provides a procedure whereby any City record which has served its purpose and is no longer required may be destroyed; and
WHEREAS, the City of Bishop previously adopted Resolution No. 15-10 and Resolution 2022-06, approving Records Retention Schedules;

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF BISHOP DOES RESOLVE AS FOLLOWS:

Section 1. Resolution No. 15-10 and Resolution 2022-06 are hereby repealed.

Section 2. The records of the City of Bishop, as set forth in the Records Retention Schedule Exhibit A, attached hereto and incorporated herein by this reference, are hereby authorized to be destroyed as provided by Section 34090 et seq. of the Government Code of the State of California and in accordance with the provision of said schedule upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney, without further action by the City Council of the City of Bishop.

Section 3: Updates are hereby authorized to be made to the Records Retention Schedule, without any further action by the City Council, with the consent of the Department Head, City Clerk, City Attorney and City Administrator. 253
City of Bishop Resolution No. 2023-__ Page 2
Section 4. The term “records” as used herein shall include documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers; as defined by the California Public Records Act.

Section 5. The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

Section 6. This resolution shall become effective immediately upon its passage and adoption.

PASSED, APPROVED AND ADOPTED this 23
rd day of October 2023.
_______________________________________
Jim Ellis, Mayor
ATTEST: Robin Picken, City Clerk
By: __________________________________
APPROVED AS TO FORM:

Dean J. Pucci, City Attorney
254

HOW TO USE RETENTION SCHEDULES
©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission A legend explaining the information presented in the retention schedule has been printed on the back of each page for your easy reference; an index to locate records is also provided.

The specified retention period applies regardless of the media of the record: If a record is stored on paper and a computer file on a hard drive, both records should be destroyed (or erased) after the specified period of time has elapsed.

Copies or duplicates of records should never be retained longer than the prescribed period for the original record.

STRUCTURE: CITYWIDE, DEPARTMENTS & DIVISIONS
The City-wide retention schedule includes those records all departments have in common (letters, memorandums, purchase orders, etc.). These records are NOT repeated in the Department retention schedule, unless that department is the Office of Record, and therefore responsible for maintaining the original record for the prescribed length of time.

Each department has a separate retention schedule that describes the records that are unique to their department, or for which they are the Office of Record. Where appropriate, the department retention schedules are organized by Division within that Department. If a record is not listed in your department retention schedule, refer to the City-wide retention schedule. An index will be provided for your reference.

BENEFITS
This retention schedule has been developed by Diane R. Gladwell, MMC, an expert in Municipal Government records, and will provide the City with the following benefits:
• Reduce administrative expenses, expedite procedures
• Free filing cabinet and office space
• Reduce the cost of records storage
• Eliminate duplication of effort within the City
• Find records faster
• Easier purging of file folders
• Determine what media should be used to store records
For questions, please contact the City Clerk.

AUTHORIZATION TO DESTROY RECORDS:

Destruction of an original record that has exceeded its retention period must be authorized according to City Policies & Procedures prior to destroying it.
• If there is a minimum retention (“Minimum 2 years"), destruction of the document must be authorized before it is destroyed, as it is an original record.

Copies, drafts, notes and non-records do NOT require authorization, and can be destroyed “When No Longer Required.”
• If there is NOT a minimum retention ("When No Longer Required"), it does NOT need to be authorized prior to destruction, as it is a preliminary draft / transitory record or a copy.

On every page of the schedules (near the top, just under the column headings) are important instructions, including instructions regarding holds on destroying records. “Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).”
EXHIBIT A TO RESOLUTION 2023-__
255

RECORDS RETENTION SCHEDULE LEGEND
©1995 – 2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission OFR (Office of Record): The department that keeps the original or “record copy.” Usually it is the department that originates the record, unless the item is for a City Council meeting (then it is the City Clerk.)
Records Description: The record series (a group of like records).

Transitory Records not retained in the ordinary course of business, that do NOT have substantive content: Preliminary drafts, notes, or interagency or intraagency memoranda and records having only transitory value. Examples: Telephone messages, meeting room reservation schedules, logs, source records entered into a computer system that qualifies as a “trusted system”, etc.

Non-Record: Documents, studies, books and pamphlets produced by outside agencies, preliminary drafts not retained in the ordinary course of business.

Retention/Disposition: Active: How long the file remains in the immediate office area (guideline) Inactive: How long the file is in off-site storage, stored on Optical Disk or Microforms (guideline) Total Retention: The total number of years the record will be retained For file folders containing documents with different retention timeframes, use the document with the longest retention time.

P = Permanent
Indefinite = No fixed or specified retention period; used for databases, because the data fields are interrelated.

Vital? = Those records that are needed for basic operations in the event of a disaster.

Media Options (guideline) – the form of the record: Mag = Electronic Computer Magnetic Media (Hard drives, Networks, USB Drives, Cloud, etc.) Mfr = Microforms (aperture cards, microfilm, microfiche, or jackets) Ppr = Paper
OD = Optical Disk, CD-r, DVD-r, WORM, or other media which does not allow changes Scan / Import (guideline): “S” indicates the record should be scanned into the document imaging system; “I” indicates the record should be electronically imported into the document imaging system; “M” indicates the record should be microfilmed
Destroy Paper after Imaged & QC’d / Trustworthy Electronic Record: “Yes” indicates the electronic record may serve as the OFFICIAL record (and the paper version may be destroyed, or the record may be electronically generated and never exist in paper format;) IF the document has been imaged (electronically generated, scanned or imported and placed on Unalterable Media or Immutable Cloud Media, DVD-R, CD-R, or WORM cation, or microfilmed) which is stored in a safe & separate location, and both the images and indexing Quality Checked (“QC’d”). The electronic record or image must contain all significant details from the original and be an adequate substitute for the original document for all purposes, and other legal mandates apply. Includes all electronic records which are to serve as the Official Record.

Legend for legal citations (§: Section) B&P: Business & Professions Code (CA) CBC: California Building Code CC: Civil Code (CA) CCP: Code of Civil Procedure (CA) CCR: California Code of Regulations (CA) CFC: California Fire Code CFR: Code of Federal Regulations (US) EC: Elections Code (CA) EVC: Evidence Code (CA) FA: Food & Agriculture Code FC: Family Code (CA) FTB: Franchise Tax Board (CA) GC: Government Code (CA) H&S: Health & Safety Code (CA) HUD: Housing & Urban Develop. (US) LC: Labor Code (CA) Ops. Cal. Atty. Gen..: Attorney General Opinions (CA) PC: Penal Code (CA) PRC Public Resources Code R&T: Revenue & Taxation Code (CA) UFC: Uniform Fire Code USC: United States Code (US) VC: Vehicle Code (CA) W&I: Welfare & Institutions Code (CA)
EXHIBIT A TO RESOLUTION 2023-__
256
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Lead Dept. CW-001 Accident / Incident Reports 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-002
Affidavits of Publications / Affidavits of Posting
Notices / Legal Advertising / Notices / Proofs of
Publications / Public Hearing Notices
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Brown Act challenges must be filed within
30 or 90 days of action; Statute of
Limitations on Municipal Government
actions is 3 - 6 months; GC §§34090,
54960.1(c)(1)
Lead Dept. CW-003
Agreements & Contracts ADMINISTRATION
(WITHOUT Grant Funding)
(Project Administration, Certified Payrolls,
Project Schedules, RFP - Request for Proposal,
etc.)
Completion +
10 years
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City preference; Covers E&O Statute of
Limitations; Published Audit Standards=4-
7 years; Statute of Limitations: Contracts
& Spec's=4 years, Wrongful Death=comp.
+ 5 years, Developers=comp. + 10 years;
CCP §337 et. seq., GC §34090
Lead Dept. CW-004
Agreements & Contracts: ADMINISTRATION
(WITH Grant Funding)
(Project Administration, Certified Payrolls,
Project Schedules, RFP - Request for Proposal,
etc.)
Completion +
10 years or
After Funding
Agency Audit,
if required,
whichever is
longer
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Some grant funding agencies require
audits; Statute of Limitations for Errors &
Omissions is 10 years; Statute of
Limitations: Contracts & Spec's=4 years,
Wrongful Death=comp. + 5 years,
Developers=comp. + 10 years; CCP §337
et. seq., 2 CFR 200.334; 24 CFR

91.105(h), 92.505, & 570.502(b), 29 CFR

97.42; OMB Circular A-133GC §34090
Lead Dept. CW-005
Agreements & Contracts: UNSUCCESSFUL
BIDS, PROPOSALS or RESPONSES to RFPs
(Request for Proposals) and/or RFQs (Request
for Qualifications) that don't result in a contract
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Includes unopened bids; GC §34090
CITY-WIDE (Used by All Departments)
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
257
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by All Departments)
n/a CW-006
Boards, Commissions, & Committees:

External Organizations - Agendas, Minutes,
Resolutions, or other documents
(e.g. County Board of Supervisors)
When No
Longer
Required
Mag,
Ppr Non-records
Staffing Dept. CW-007
Boards, Committees, Commissions, Advisory
Bodies: Citizen Advisory Created by the City
Council

AGENDAS & STAFF REPORTS
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §34090 et
seq.

Staffing Dept. CW-008
Boards, Committees, Commissions, Advisory
Bodies: Citizen Advisory Created by the City
Council
AUDIO or VIDEO RECORDINGS
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Audio Required
for 30 days; GC §54953.5(b); video
recordings of meetings are required for 90
days; GC §34090.6
Staffing Dept. CW-009
Boards, Committees, Commissions, Advisory
Bodies: Citizen Advisory Created by the City
Council

MINUTES
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Staffing Dept. CW-010
Committees: Employee Committees,
Employee Staff Meetings / Department Staff
Meetings
AGENDAS and MINUTES
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Only Citizen Advisory Boards appointed by
the City Council must retain minutes
permanently (Council Subcommittees
present their recommendations to the full
Council); GC §34090 et seq.

Staffing Dept. CW-011
Committees: Subcommittees of the City
Council (Ad-Hoc or Standing Committees)
AGENDAS and MINUTES
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Council Subcommittees present their
recommendations to the full Council; GC
§34090 et seq.

Lead
(Responding)
Dept.

CW-012 Complaints / Concerns from Citizens
(Excludes Police Officers)
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City preference; Statute of Limitations for
personal property, fraud, etc. is 3 years;
Claims must be filed in 6 months; CCP
§§338 et seq., 340 et seq., 342, GC
§34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
258
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by All Departments)
Lead Dept. CW-013 Copies or duplicates of any record
Copies -
When No
Longer
Required
Mag Ppr GC §34090.7
Dept. that
Authors
Document
or
Receives the
City's Original
Document
CW-014
Correspondence - ROUTINE (Content relates
in a substantive way to the conduct of the
public's business)
(e.g. Letters, Memorandums, Administrative,
Chronological, General Files, Reading File,
Working Files, etc.)
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Applies ONLY IF the Content relates in a
substantive way to the conduct of the
public's business; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
259
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-4 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by All Departments)
Dept. that
Authors
Document
or
Receives the
City's Original
Document
CW-015
Correspondence - TRANSITORY /
PRELIMINARY DRAFTS, Interagency and
Intraagency Memoranda NOT retained in the
ordinary course of business
Content NOT Substantive, or NOT made or
retained for the purpose of preserving the
informational content for future reference
(e.g. calendars, checklists, social media
posting, employee directories, flyers, invitations,
instant messaging, inventories, logs, mailing
lists, meeting room registrations, speaker cards,
staff videoconference chats, notes and
recordings, supply inventories, staff
videoconferences, chats, notes, recordings,
telephone messages, text messages,
transmittal letters, thank yous, requests from
other cities, preliminary notices for construction
projects, undeliverable envelopes, visitors logs,
voice mails, webpages, etc.)
When No
Longer
Required

Mag,
Ppr
Electronic and paper records are filed and
retained based upon their CONTENT.

Records, e-mails, electronic records, or
social media postings where the Content
relates in a substantive way to the
conduct of the public's business, or
that ARE made or retained for the
purpose of preserving the informational
content for future reference are saved
by printing them out and placing in a file
folder, or saving them electronically in a
folder outside the e-mail system; If not
mentioned here, consult the City Attorney
to determine if a record is considered
transitory / preliminary drafts. GC §34090,
GC §7927.500; Ops. Cal. Atty. Gen. 317
(1981)); City of San Jose v. Superior Court
(Smith). S218066. Supreme Court of
California, 2017
Lead Dept. CW-016 Drafts & Notes: Drafts that are revised (retain final version)
When No
Longer
Required

Mag,
Ppr
As long as the drafts and notes are not
retained in the "Regular Course of
Business". Consult the City Attorney to
determine if a record is considered a draft.

GC §§34090, 6252, 6254(a)
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
260
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-5 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by All Departments)
Dept. that
Authors
Document
or
Receives the
City's Original
Document
CW-017 E-mail transmitted through Ctiy's e-mail
software 2 years
Mag,
Ppr
Department preferene (Only e-mails were
the Content relates in a substantive way to
the conduct of the public's business are
required to be retained for 2 years, GC
§34090, GC §7927.500; Ops. Cal. Atty.

Gen. 317 (1981)); City of San Jose v.

Superior Court (Smith). S218066.

Supreme Court of California, 2017
Lead Dept. CW-018 GIS Database / Data / Layers (both City-wide and Specialized)
When No
Longer
Required
Yes Mag
The Lead Department should print out
historical documents (or save source data)
prior to replacing the data, if they require
the data or output for historical purposes;
Department Preference (Preliminary
documents); GC §34090 et seq.

Lead Dept. CW-019 Grant Applications funded by the City's General Fund 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Finance maintains payable information in
Accounts Payable; GC §34090
Lead Dept. CW-020 Grants (UNSUCCESSFUL Applications,
Correspondence) 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
261
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-6 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by All Departments)
Lead Dept. CW-021
Grants / CDBG Administration (Community
Development Block Grant) / Reimbursable
Claims / FEMA Reimbursements / OES
Reimbursements (SUCCESSFUL Reports,
other records required to pass the funding
agency's audit, if required)
Applications (successful), grant agreement,
copies of invoices, program rules, regulations &
procedures, reports to grant funding agencies,
correspondence, audit records, completion
records
After Funding
Agency Audit,
if required -
Minimum 5
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Meets auditing standards; Grants covered
by a Consolidated Action Plan are
required for 5 years; Uniform Admin.

Requirements for Grants to Local
Governments is 3 years from expenditure
report or final payment of grantee or
subgrantee; statewide guidelines propose
4 years; 2 CFR 200.334; 24 CFR

91.105(h), 92.505, 570.490, &
570.502(a&b), 29 CFR 97.42; OMB
Circular A-110 & A-133; GC §34090
Lead Dept. CW-022 Newspaper Clippings
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Non-records - may be obtained from the
newspaper company; GC §34090
Personnel CW-023 Personnel Files (Department Copies)
Do Not Retain
in
Departments
Before
Annual
Evaluation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Originals are retained by Personnel; GC
§34090.7
Lead Dept. CW-024 Personnel Files (Supervisor's Notes)
Shred After
Incorporation
into
Performance
Evaluation or
Documented
Discipline
Before
Annual
Evaluation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Notes maintained in a separate folder to
be incorporated into performance
evaluation, or to document progressive
discipline; GC §34090 et seq.

Lead Dept. CW-025 Photographs
When No
Longer
Required

Mag,
Ppr
Preliminary Drafts (retention is placed on
the final record in which the photograph is
published in, if any); destroy unnecessary
photographs. GC §§34090, 7927.500
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
262
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-7 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Lead Dept. CITY-WIDE (Used by All Departments)
(Who Uses the
Vehicle)
CW-026
Pre-Trip Inspections / Vehicle Safety Checks /
Daily Vehicle Inspections / Daily Equipment
Checks
2 years Ppr GC §34090; 13 CCR 1234(c)
Lead Dept. CW-027 Public Relations / Press Releases 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept.
(Who Ordered
the Appraisal)
CW-028 Real Estate Appraisal Reports: Property NOT
purchased, Loans not funded, etc. 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not accessible to the public; GC §§34090,
7928.705
Lead Dept.
(Who Ordered
the Appraisal)
CW-029 Real Estate Appraisal Reports: Purchased
Property, Funded Loans
Minimum 5
years
Yes: Before
Purchase
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not accessible to the public until purchase
has been completed; meets grant auditing
requirements; 2 CFR 200.334; 24 CFR

91.105(h), & 570.502(b); 29 CFR 97.42,
GC §34090
n/a CW-030
Reference Materials: Policies, Procedures,
Brochures, Flyers, Manuals, Newsletters, etc:

Produced by OUTSIDE ORGANIZATIONS
(League of California Cities, Chamber of
Commerce, etc.)
When No
Longer
Required

Mag,
Ppr Non-Records
Lead Dept. CW-031
Reference Materials: Policies, Procedures,
Brochures, Flyers, Manuals, Newsletters,
Administrative Policies, etc: Produced by
YOUR Department
Minimum 2
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Lead Dept. CW-032
Reference Materials: Policies, Procedures,
Brochures, Flyers, Manuals, Newsletters,
Administrative Policies, etc: Produced by
OTHER Departments
When
Superseded
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Copies; GC §34090.7
Lead Dept. CW-033 Reports and Studies (Historically significant - e.g., Zoning Studies) P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Administratively and Historically
significant, therefore retained
permanently; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
263
Ver. 4.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS Page CW-8 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by All Departments)
Lead Dept. CW-034 Reports and Studies (other than Historically significant reports - e.g. Annual Reports) 10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Information is
outdated after 10 years; If historically
significant, retain permanently; GC
§34090
Lead Dept. CW-035 Special Projects / Subject Files / Issue Files Minimum 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §34090 et
seq.

Lead Dept. CW-036 Subpoenas (appearance or duces tecum) 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §34090 et
seq.

Lead Dept. CW-037
Surveys / Questionnaires (that the City issues).

If a summary of the data is compiled, the survey
forms are considered a draft or transitory
record, and can be destroyed as drafts (When
No Longer Required)
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-038
Training Presented by City Staff - COURSE

RECORDS
(Attendance Rosters, Outlines and Materials;
includes Ethics, Harassment, & Safety Training
& Tailgates)
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Ethics Training is
5 years; EEOC/FLSA/ADEA (Age)
requires 3 years for promotion, demotion,
transfer, selection, or discharge; State
Law requires 4 years for personnel
actions; 8 CCR §3203 et seq., 29 CFR
1627.3(b)(ii), LC §6429(c); GC §§12946,
34090, 53235.2(b)
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
264
Ver. 2.0 RECORDS RETENTION SCHEDULE: BUILDING & SAFETY Page B&S-1 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

BUILDING & SAFETY
Lead Dept. B&S-001 _Permit Database (Excel) Indefinite Yes (all) Mag Department Preference - Data is interrelated; GC §34090, H&S §19850
Building &
Safety B&S-002 Activity Reports
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary drafts not retained in the
ordinary course of business (Reports can
be re-run from the database); GC §34090
Building &
Safety B&S-003 Address Files / Building Permits P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090, H&S §19850
Building &
Safety B&S-004
Building Plans - Finalled - INDUSTRIAL,

COMMERCIAL, MULTI-FAMILY DWELLINGS,

PLACES OF PUBLIC ACCOMMODATION
P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Law requires for the life of the building for
commercial and common interest
dwellings only; CBC 104.7 & 107.5,
H&S§19850, GC §34090
Building &
Safety B&S-005 Building Plans - Cancelled or Withdrawn
Upon
Cancellation
or withdrawal

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Preliminary
drafts not retained in the ordinary course
of business; CBC §104.7; H&S§19850,
GC §34090
Building &
Safety B&S-006 Building Plans - Expired P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; CBC §104.7;
H&S§19850, GC §34090
Building &
Safety B&S-007 Building Plans - Finalled - TENANT
IMPROVEMENTS P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; Law requires for
the life of the building for commercial and
common interest dwellings only; CBC
104.7 & 107.5, H&S§19850, GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
265
Ver. 2.0 RECORDS RETENTION SCHEDULE: BUILDING & SAFETY Page B&S-2 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Building &
Safety B&S-008 Building Plans - Finalled - SINGLE FAMILY RESIDENTIAL - SFR and APPURTENANCES P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; State law
requires plans need not be filed for
dwellings less than 2 stories, garages &
appurtenances, farms/ranches, 1-story
with bearing walls less than 25'; CBC
requires 180 days from completion date;
CBC 104.7 & 107.5, H&S§19850, GC
§34090
Building &
Safety B&S-009 California Building Codes / Uniform Building Codes Minimum
While
Ordinance is
in Force
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §50022.6
Building &
Safety B&S-010 Certificate of Occupancy (CofO) P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Building &
Safety B&S-011
Copyright Release Forms / Requests &
Permissions to Receive Copies of Plans (to and
from Architects)
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Building &
Safety B&S-012 Correction Notices - Building
Minimum
When Permit
is Finalled
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (Preliminary
Drafts); GC §34090
Building &
Safety B&S-013 Energy Calculations, Structural Calculations, Truss Calculations Minimum
When Permit
is Finalled
Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Building &
Safety B&S-014 Geotechnical and Soils Reports / Structural Reports (all) P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Building &
Safety B&S-015 Grading Permits P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
266
Ver. 2.0 RECORDS RETENTION SCHEDULE: BUILDING & SAFETY Page B&S-3 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Building &
Safety B&S-016 Plan Check Comments
Minimum
When Permit
is Issued
Mag,
Mfr, OD,
Ppr
S/I Yes: After

QC & OD
Department Preference (Preliminary
Drafts); GC §34090
Building &
Safety B&S-017 Stop Work Notices
Minimum
When Permit
is Issued
Mag,
Mfr, OD,
Ppr
S/I Yes: After

QC & OD
Department Preference (Preliminary
Drafts); GC §34090

CODE ENFORCEMENT
Code
Enforcement B&S-018
Code Enforcement / Abatement Case Files
(Includes Citations, Notice of Violations, Photos,
and Code Enforcement Complaint Letters)
Minimum 2
years
Yes: Until
Resolution
Mag,
Mfr, OD,
Ppr
S/I Yes: After
QC & OD Department preference; GC §34090
Code
Enforcement B&S-019 Hearing Officer Determinations / Appeals of Code Enforcement Actions Minimum 2
years
Mag,
Mfr, OD,
Ppr
S/I Yes: After
QC & OD GC §34090
Code
Enforcement B&S-020 Liens & Releases P
Mag,
Mfr, OD,
Ppr
S/I Yes: After
QC & OD GC §34090(a)
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
267
Ver. 1.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

City Clerk CC-002
Agenda Packets - Correspondence or other
material presented supporting or opposing any
item on the agenda, or during public
comments
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk CC-003
Agenda Packets - City Council
Includes Appeals, Budgets, Financial Reports
(CAFR, ACFR)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-004
Agreements & Contracts ALL
(INFRASTRUCTURE, OR IF IMAGED, JPAs,
MOUs)
Agreement or Contract includes all contractual
obligations (e.g. Specifications and Successful
Proposal or Scope of Work), and all Insurance
Certificates
Examples of Infrastructure: Architects, Buildings,
bridges, covenants, development, environmental,
Joint Powers, MOUs, park improvements, property &
property restrictions, redevelopment, reservoirs,
sewers, sidewalks, street & alley improvements,
settlement, subdivisions, utilities, water, etc.

P
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; All infrastructure
contracts should be permanent for emergency
preparedness; Statute of Limitations is 4 years;
10 years for Errors & Omissions; land records
are permanent by law; CCP §337 et. seq., GC
§34090; Contractor has retention requirements
in 48 CFR 4.703

CITY CLERK
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
268
Ver. 1.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY CLERK
City Clerk CC-005
Agreements & Contracts ALL (NONINFRASTRUCTURE, Professional Services Agreements, Tenant / Lease Agreements -

NOT IMAGED)
Agreement or Contract includes all contractual
obligations (e.g. Specifications and Successful
Proposal or Scope of Work)
Examples of Non-Infrastructure: Consultants,
Franchises, Landscaping, Painting, Slurry Seals
(Paving), Tree Trimming, Leases, Personnel,
Professional Services, etc.

Completion
+ 10 years
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Statute of Limitations
is 4 years; 10 years for Errors & Omissions;
land records are permanent by law; CCP
§§337. 337.1(a), 337.15, 343; GC §34090,
Contractor has retention requirements in 48
CFR 4.703(a)
City Clerk CC-006 Annexations / City Boundary Changs P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(a)
City Clerk CC-007 Board & Commission / Committee Applications (All, whether appointed or not) 2 years Mag, Ppr Yes: After QC & OD GC §34090 City Clerk CC-008 Board & Commission / Committee Maddy Act Lists / Vacancy Notices 2 years Mag, Ppr Yes: After QC & OD GC §34090 City Clerk CC-009
Bonds: CIP, Grading, Private Development
Labor & Materials, Performance Bonds,
Letters of Credit, Encroachment Permits
Release of
Bond / Letter
of Credit
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Security; GC §34090
City Clerk CC-010 City Articles of Incorporation P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-011 Claim for Damages / Claims Against the City Final
Resolution +
5 years
Yes: Until
Settlement
Mag, Mfr,
OD, Ppr S
Yes: After

QC & OD
Department Preference; Meets municipal
government auditing standards; Statute of
Limitations is 4 years; CCP §§337 et seq.,
343; GC §34090,
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
269
Ver. 1.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY CLERK
City Clerk CC-012
Filing System / Subject Files / Function Filing
System - HISTORICALLY SIGNIFICANT,

LAND, PLANNING, CAPITAL

IMPROVEMENT INFRASTRUCTURE

PROJECTS
P Mag, Ppr Yes: After
QC & OD Department preference; GC §34090
City Clerk CC-013 Filing System / Subject Files / Function Filing System - NOT HISTORICALLY SIGNIFICANT
Minimum 2
years
Mag, Ppr Yes: After
QC & OD Department preference; GC §34090
City Clerk CC-014
FPPC Economic Interest Filings (FPPC 700
Series Forms - Statement of Economic
Interests): ALL
7 years Mag, Mfr,
OD, Ppr S / I Yes: After 2 years
City maintains original statements; GC
§81009(d)(e)(f)&(g)
City Clerk CC-015 FPPC Form 801 (Gift to Agency Report) 7 years Mag, Ppr S / I Yes: After 2 years Must post on website; GC §81009(e)
City Clerk CC-016 FPPC Form 802 (Event Ticket / Pass
Distributions Agency Report) 7 years Mag, Ppr S / I Yes: After 2 years Should post on website for 4 years; GC
§81009(e)
City Clerk CC-017 FPPC Form 803 (Behested Payment Report) 7 years Mag, Ppr S / I Yes: After 2 years GC §81009(e)
City Clerk CC-018 FPPC Form 806 (Agency Report of Public Official Appointments) 7 years Mag, Ppr S / I Yes: After 2 years Must post on website; 2 CCR 18705.5; 2 CCR
18702.5(b)(3); GC §34090; GC §81009(e)
City Clerk CC-019
Campaign Filings (FPPC 400 Series Forms &
Form 501): UNSUCCESSFUL

CANDIDATES
5 years Mag, Mfr,
OD, Ppr S / I Yes: After 2 years
Paper must be retained for at least 2 years;
GC §81009(b)&(g)
City Clerk CC-020
Campaign Filings (FPPC 400 Series Forms &
Form 501): SUCCESSFUL CANDIDATES
(Elected Officials)
P
Mag, Mfr,
OD, Ppr S / I Yes: After 2 years
Paper must be retained for at least 2 years;
GC §81009(b)&(g)
City Clerk CC-021
Campaign Filings (FPPC 400 Series Forms):

THOSE NOT REQUIRED TO FILE ORIGINAL
WITH CITY CLERK (copies)
4 years Mag, Mfr,
OD, Ppr S / I Yes: After 2 years
Paper must be retained for at least 2 years;
GC §81009(f)&(g)

CITY CLERK ELECTIONS (CONSOLIDATED)
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
270
Ver. 1.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-4 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY CLERK
City Clerk CC-022
Campaign Filings (FPPC 400 Series Forms):

OTHER COMMITTEES (PACS - not candidatecontrolled)
7 years Mag, Mfr,
OD, Ppr S / I Yes: After 2 years
Paper must be retained for at least 2 years;
GC §81009(c)&(g)
City Clerk CC-023
Candidate File: Nomination Papers, Candidate
Statement Forms, Ballot Designation Forms,
etc. - SUCCESSFUL CANDIDATES
Term of
Office + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Statewide guidelines
proposes 4 years for successful candidates, 2
years for unsuccessful; CA law states term of
office and 4 years after the expiration of term
and does not delineate between the two; EC
§17100
City Clerk CC-024
Candidate File: Nomination Papers, Candidate
Statement Forms, Ballot Designation Forms,
etc. - UNSUCCESSFUL CANDIDATES
Election + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Statewide guidelines proposes 4 years for
successful candidates, 2 years for
unsuccessful; CA law states term of office and
4 years after the expiration of term and does
not delineate between the two; EC §17100
City Clerk CC-025
Elections - GENERAL, WORKING or
ADMINISTRATION Files (Correspondence,
Applications to fill a Vacancy on the City
Council, Planning Commission, Precinct Maps,
County Election Services, Candidate
Statements to be printed in the Sample Ballot,
Polling Locations and Precinct Board
Members, Notices, Postings, etc.)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk CC-026
Elections - HISTORICAL Files (Copies of
Sample Ballot, Resolution Declaring Results,
etc.)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-027 Elections - Petitions (Initiative, Recall or Referendum) - IF SUFFICIENT
Results + 8
months Ppr
Not accessible to the public; The 8 month
retention applies after election results, or final
examination if no election, unless there is a
legal or FPPC proceeding. EC §§17200(b)(3),
17400
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
271
Ver. 1.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-5 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY CLERK
City Clerk CC-028 Elections - Petitions (Initiative, Recall or Referendum) - IF INSUFFICIENT
Final
Examination
+ 1 year
after petition
examination
Ppr
Not accessible to the public; The 8 month
retention applies after election results, or final
examination if no election, unless there is a
legal or FPPC proceeding. EC §§17200(b)(3),
17400
??? CC-029 Prop. 218 (Property-based fees - Protest
Letters / Ballots, Tabulation 2 years Mag, Ppr GC §53753(e)(2) (End of Elections Section)
City Clerk CC-030 Ethics Certificates for City Council, Board and Commission Members Only 5 years Mag, Mfr, OD, Ppr S
Yes: After

QC & OD
GC §§ 3105, 12946, 34090;; 53235.2(b);
53237.2(b)
City Clerk CC-031
Historical Records, Photographs, & Historical
Projects (e.g. City Anniversaries,
Incorporation, City Seal, Awards of significant
historical interest, Grand Openings, etc.)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC'd & OD
City Clerk determines historical significance;
records can address a variety of subjects and
media. Some media (e.g. audio and video
tape) may be limited because of the media's
life expectancy; GC §34090
City Attorney CC-032 Lawsuits / Litigation
Final
Resolution +
5 years
Yes: Until
Settlement
Mag, Mfr,
OD, Ppr S
Yes: After

QC & OD
Department Preference; Meets municipal
government auditing standards; Statute of
Limitations is 4 years; CCP §§337 et seq.,
343; GC §34090,
City Clerk CC-033 Minutes: City Council P
Mag, Mfr,
OD, Ppr S / I No GC §34090(e)
City Clerk CC-034 Oath of Office / Appointments: City Council Separation + 6 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC'd & OD
Department Preference; Statute of Limitations:

Public official misconduct is discovery of
offense + 4 years, GC §§36507, 34090; PC
§§801.5, 803(c); 29 USC 1113
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
272
Ver. 1.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-6 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY CLERK
City Clerk CC-035 Ordinances P
Mag, Mfr,
OD, Ppr S / I No GC §34090(e)
City Clerk CC-036
Petitions (submitted to Council on any subject -
Dog Parks, Parking, Traffic Calming, etc.)
See Elections for Initiative, Recall or
Referendum Petitions
1 year Mag, Ppr Law requires 1 year for petitions; GC §50115 City Clerk CC-037 Public Records Requests / Subpoenas Duces Tecum (includes software database) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 City Clerk CC-038
Recorded Documents / Real Property: Deeds,
Easements, Right of Ways, Abandonments /
Vacation, Liens / Lien Releases
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(a)
City Clerk CC-039 Recordings: Audio or Video of City Council Meetings
Minimum 4
years
Mag
Department preference; Audio Required for 30
days; GC §54953.5(b); video recordings of
meetings are required for 90 days; GC
§34090.6
City Clerk CC-040 Records Destruction Authorization Forms & Certifications (All Departments) P
Mag, Mfr,
OD, Ppr S / I Yes: After QC'd & OD Department preference; GC §34090 City Clerk CC-041 Resolutions: City Council P
Mag, Mfr,
OD, Ppr S / I No GC §34090(e)
City Clerk CC-042 Vehicle Titles ("Pink Slips") Sale or Disposal Ppr Given to Auction House / New Owner; GC §§34090, 60201 et seq.

BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
273
Ver. 4.0 RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES Page CS-1 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

COMMUNITY SERVICES
Community
Services CS-001 _Recreation Activity Registration Database (Sports Sites) Minimum 2
years
Mag, Department preference; GC §34090
Community
Services CS-002 Accident / Incident Reports 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090
Community
Services CS-003
Activity / Special Programs / Event Files
Children's Programs, Cultural Arts, Sports,
Seniors, Filming, Theatre Programs etc.

Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department preference; GC §34090
Community
Services CS-004 Activity Guide / Class Guide / Program Guide (Final) Minimum 2
years
Yes: During
Class or
Program
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department preference; GC §34090
Community
Services CS-005
Applications / Participants' Registration / Liability
Forms / Release of Liability Forms / After School
Program Registration / Photo Releases / Waivers
of Liability / Permissions: Camps, Field Trips,
Authorization to give Medicine, etc.
2 years
Yes: During
Class or
Program
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090
Community
Services CS-006 Disruptive Patrons / Possible Privilege Suspensions Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department Preference; GC §34090 et
seq.

Community
Services CS-007 Evaluations / Surveys (Programmatic Evaluations of Recreation programs) When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Content Not Substantive / Preliminary
drafts / Transitory records; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
274
Ver. 4.0 RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES Page CS-2 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Community
Services CS-008
Grant Program / Scholarships (Reduced Fee or
Grants to Others) Funded through Private
Donations
5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Meets auditing standards; Uniform
Admin. Requirements for Grants to Local
Governments is 3 years from expenditure
report or final payment of grantee or
subgrantee; 2 CFR 200.334; 24 CFR

91.105(h), 92.505, 570.490, &
570.502(a), 29 CFR 97.42; OMB Circular
A-110 & A-133; GC §34090; GC §8546.7
Community
Services CS-009 Liability Waivers (if separate from another record) 2 years Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090
Community
Services CS-010
Park Facility Use Requests / Field Rentals /
Facility Use Applications and Permits (includes
insurance certificates & ABC Permits, if required)
2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090 et. seq.

Community
Services CS-011 Parks & Recreation Commission - AGENDAS &

STAFF REPORTS P
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department Preference; GC §34090 et
seq.

Community
Services CS-012 Parks & Recreation Commission - AUDIO or

VIDEO RECORDINGS
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department preference; Audio Required
for 30 days; GC §54953.5(b); video
recordings of meetings are required for
90 days; GC §34090.6
Community
Services CS-013 Parks & Recreation Commission - MINUTES P Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090(a)
Community
Services CS-014 Permits: Block Party Permits, Film Permits, Special Event Permits, etc.

Expiration +
2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
275
Ver. 4.0 RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES Page CS-3 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Community
Services CS-015 Rosters / Sign-in / Sign-Out Sheets for classes and programs 2 years Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
GC §34090
Community
Services CS-016 Schedules / Hours (classes and staff)
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Content not substantive; Preliminary
drafts not retained in the ordinary course
of business; GC §34090
Community
Services CS-017
Sunrise Mobile Home History / (Historically
Significant Records - Loan to Grant of Property,
Utility locations, etc.

P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Community
Services CS-018 Sunrise Mobile Home NOT Historically Significant Records 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (consistent with
HUD Housing regulations); GC §34090
Community
Services CS-019 Sunrise Mobile Home TENANT FILES
End of
Tenancy + 5
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (consistent with
HUD Housing regulations); GC §34090
Community
Services CS-020 Tree Maintenance Records / Arborists Reports 5 years Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department Preference; GC §34090 et
seq.

Community
Services CS-021
Volunteer / Unpaid Intern Applications &
Agreements - Unsuccessful or Pending
Applicants
3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Standard municipal government practice
(Courts treat volunteers as employees);
EEOC/FLSA/ADEA (Age) requires 3
years for promotion, demotion, transfer,
selection, or discharge; 29 CFR 1602.31
& 1627.3(b)(1)(i)&(ii), GC §§12946,
12960, 34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
276
Ver. 4.0 RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES Page CS-4 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Community
Services CS-022
Volunteer / Unpaid Intern Applications &
Agreements (includes emergency contact
information) - Successful Applicants
Inactive /
Separation +
3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Standard municipal government practice
(Courts treat volunteers as employees);
EEOC/FLSA/ADEA (Age) requires 3
years for promotion, demotion, transfer,
selection, or discharge; 29 CFR 1602.31
& 1627.3(b)(1)(i)&(ii), GC §§12946,
12960, 34090

COMMUNITY SERVICES / FACILITIES
Lead Dept. CS-023 AQMD Permits - for Generators, etc. Issue Date + 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 40 CFR 70.6; GC §34090
Lead Dept. CS-024 Generator Operation Logs & Inspections 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
AQMD Rule 1470; Form 400–E–13a
instructions; GC §34090
Lead Dept. CS-025 Herbicide or Pesticide Application Forms 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (agricultural
pesticide records are required for 2
years); GC §34090; 3 CCR 6623
Lead Dept. CS-026 Operations & Maintenance Manuals (O&M Manuals)
Life of
Facility or
Equipment
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §34090 et.
seq.

Community
Services /
Facilities
CS-027 Playground Equipment Inspections 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
Department Preference; GC §34090 et
seq.

Community
Services /
Facilities
CS-028 Pool Chemical Logs, Additions 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC'd &
OD
40 CFR 70.6; GC §34090
Lead Dept. CS-029 Pressure Vessel Certifications or Permits (Air Compressors, Propane, etc.)
Expiration of
Certificate or
Permit
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC §34090 et.
seq.

BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
277
Ver. 4.0 RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES Page CS-5 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Lead Dept. CS-030
Safety Data Sheet (SDS) / Material Safety Data
Sheet (MSDS) / Chemical Use Report Form (or
records of the chemical / substance / agent,
where & when it was used)
30 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Previous SDS / MSDS may be obtained
from a service; SDS / MSDS may be
destroyed as long as a record of the
chemical / substance / agent, where &
when it was used is maintained for 30
years; Applies to qualified employers;
Claims can be made for 30 years for toxic
substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), GC §34090
Lead Dept. CS-031 Tree Maintenance, Trimming, Arborists Reports 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Lead Dept. CS-032 Underground Service Alerts (USA's) / Dig Alerts 3 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (the Regional
Notification Center has the obligation to
retain the notice for 3 years); GC
§§4216.2(d) & 4216.3(d), GC §34090
Lead Dept. CS-033 Used Oil Disposal Manifests 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
22 CCR 66266.130(c)(5), H&S
§25250.18(b), 25250.19(a)(3) et seq.

BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
278
Ver. 1.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

FINANCE / ADMINISTRATION
Finance /
Lead Div. FIN-001 _Financial Services Database (Caselle) Indefinite -
Minimum 5
years
Yes Mag Data Fields / Records are interrelated;
GC §§34090, 60201 et seq.

City Clerk FIN-002 Audit Reports / Annual Consolidated Financial Report (ACFR) and related Audit Opinions
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (copies - City
Clerk is OFR); GC §§34090.7, 60200
Finance FIN-003 Audit Work Papers 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets
municipal government auditing
standards); GC §§34090, 60201 et
seq.

City Clerk FIN-004 Budgets - Adopted / Final
Copies -
When No
Longer
Required
Yes:

Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (copies - City
Clerk is OFR); Must be filed with
County Auditor; GC §§34090.7, 60200,
53901
Finance FIN-005 Budgets - Preliminary, Backup Documents Drafts -
When No
Longer
Required
Yes:

Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Drafts / Content Not Substantive; GC
§§34090, 60201 et seq.

Finance FIN-006 Single Audits / Transportation Audits / PERS Audit, etc. 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; (meets
municipal government auditing
standards); GC §§34090, 60201 et
seq.

FINANCE / BUSINESS LICENSE
Finance /
Business
License
FIN-007 Business License Applications, Registrations
and Renewals 5 years Ppr Department preference; Meets auditing standards; GC §34090 et seq.

Finance /
Business
License
FIN-008
Reports (Support for Business License):

Balance Sheets, Proof & Merge Reports, etc.
(MONTHLY OR PERIODIC)
When No
Longer
Required
Mag, Ppr Department preference; GC §34090

FINANCE / GENERAL ACCOUNTING
BISHOP, CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
279
Ver. 1.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Finance /
Lead Div. FIN-009 _Financial Services Database (Caselle) Indefinite -
Minimum 5
years
Yes Mag Data Fields / Records are interrelated;
GC §34090
Finance /
General
Accounting
FIN-010 1099's, 1096's, DE542 (California Report of
Independent Contractors) 5 years Mag, Ppr
Department Preference; IRS: 4 years
after tax is due or paid (longer for
auditing & contractor delinquency); Ca.

FTB: 3 years; IRS Reg §31.6001-
1(e)(2), R&T §19530, GC §34090; 29
USC 436
Finance /
General
Accounting
FIN-011
Accounts Payable / Invoices and Backup
(Includes Invoices, Travel Expense
Reimbursements, Warrant Request, etc.)
7 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Required for Special Districts (may
include employee reimbursement); GC
§§34090, 60201(d)(12)
Finance /
General
Accounting
FIN-012
Accounts Receivable / Revenue / Our Invoices
to Outside Entities: Insurance Companies,
Franchise Fees, DUI Billing, Transient
Occupancy Tax (TOT), Auctions of Surplus
Property, Credit Card Payment Receipts,
Tenant Billing, etc.
5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets
municipal government auditing
standards); GC §§34090, 60201 et
seq.

Finance /
General
Accounting
FIN-013 Accounts Receivable: Rent / Property
Management / Lease Accounts Receivable
End of
Tenancy + 5
years
Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets
municipal government auditing
standards); GC §34090
Finance /
General
Accounting
FIN-014
Bank Statements and Trustee Statements,
Fiscal Agent Statements, Trustee Statements,
Investment Account Statements, Pars
Statements, Bank Reconciliations, Daily Cash
Summaries, Bank Deposits, Bank Transmittal
Advice, Cashier's Reports, Wire Transfers
7 years Mag, Ppr
Department preference (Special
Districts are required to retain
employee reimbursement for 7 years);
GC §§34090, 60201 et seq. 26 CFR

31.6001-1
BISHOP, CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
280
Ver. 1.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Finance /
General
Accounting
FIN-015
Bond Official Statements / Certificates of
Participations (COPs) See Bank Statements for
statement retention.

Fully
Defeased
+ 10 years
Yes: Until
Maturity Mag, Ppr
Department Preference; Statute of
Limitations for bonds, mortgages, trust
deeds, notes or debentures is 6 years;
Bonds issued by local governments are
10 years; There are specific
requirements for disposal of unused
bonds; CCP §§336 et seq, 337.5(a); 26
CFR 1.6001-1(e): GC §43900 et seq.

Finance /
General
Accounting
FIN-016 Checks / Warrant Register Report (issued) 7 years Mag, Mfr, OD, Ppr S Yes: After QC
Department preference (Special
Districts are required to retain
employee reimbursement for 7 years);
GC §§34090, 60201 et seq.

Finance /
General
Accounting
FIN-017 Checks / Warrants (Cashed or Returned /
NSF) 7 years Mag, Mfr, OD, Ppr S Yes: After QC
Department preference (Special
Districts are required to retain
employee reimbursement for 7 years);
GC §§34090, 60201 et seq.

Finance /
General
Accounting
FIN-018 Escheat (Unclaimed money / uncashed
checks) 5 years Mag, Ppr
Department preference; All tangible
property held by government agencies
escheats after 3 years; Statute of
Limitations is 1 year for seized
property; CCP §§340(d), 1519; GC
§§34090, 60201 et seq.

Finance /
General
Accounting
FIN-019 Fixed Assets - Annual Listing (Source
Documents) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC Department Preference; (meets
municipal government auditing
standards); GC §§34090, 60201 et
seq.

Finance /
General
Accounting
FIN-020
Investments / Arbitrage / Bonds (Receipts /
Advisor Reports / Trade Tickets / LAIF (Local
Agency Investment Fund))
5 years Yes: Until
Paid Mag, Ppr
Department Preference; Meets auditing
standards; FTC Reg's rely on "selfenforcement"; GC§§ 34090, 60201 et seq., 43900
BISHOP, CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
281
Ver. 1.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-4 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Finance /
General
Accounting
FIN-021 Journal Entries / Journal Vouchers / Budget
Adjustments 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC Department preference (Special
Districts are required to retain
employee reimbursement for 7 years);
GC §§34090, 60201 et seq., CCP §
337
Finance /
General
Accounting
FIN-022
Reports, Subsidiary Ledgers, Reconciliations,
Registers, Transaction Histories, Balance
Sheets, etc. (MONTHLY OR PERIODIC)
Does NOT include year-end General Ledger.

When No
Longer
Required
Mag, Ppr
Transitory records not retained in the
ordinary course of business; Financial
system can re-create reports
accurately; GC §§34090, 60201 et seq.

Finance /
General
Accounting
FIN-023
Reports: Annual State or Federal: State
Controller's Report, Local Government
Compensation Report, Gas Tax, MOE
(Maintenance of Effort) Report, Fixed Charge
Special Assessment Report, Public Self Insurer
Report (SIP Report), Street Report, etc.
5 years Mag, Ppr Department Preference; Meets auditing
standards; GC §§34090, 60201 et seq.

Finance /
General
Accounting
FIN-024
Revenue: Accounts Receivable: Daily
Envelopes / Cash Receipts / Petty Cash /
Revenue Daily Receipt Books, etc.
5 years Yes: Until
Paid Mag, Ppr
Department Preference; (meets
municipal government auditing
standards); GC §§34090, 60201 et
seq.

City Clerk FIN-025 Treasurer's Reports / Quarterly Budget Reports (to Council - Copies)
Copies -
When No
Longer
Required
Mag, Ppr Department preference (Copies); GC
§§34090.7, 60200
Finance /
General
Accounting
FIN-026 W-9s
Vendor
Inactive + 5
years
Mag, Ppr Meets IRS auditing standards; GC
§§34090, 60201 et seq.

FINANCE / PURCHASING
BISHOP, CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
282
Ver. 1.0 RECORDS RETENTION SCHEDULE: FINANCE Page FIN-5 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Finance /
Purchasing FIN-027 Purchase Orders / Requisitions / Successful Bids 5 years Yes: Before Completion Mag, Ppr Department Preference (Professional
Services always have a contract,
therefore Errors & Omissions are not
applicable); Statute of Limitations is 4
years; 10 years for Errors & Omissions;
CCP §§337. 337.1(a), 337.15, 343; GC
§§34090, 60201 et seq.

FINANCE / PAYROLL (Also See Human Resources)
Finance /
Payroll FIN-028
CalPERS Reports, Annual Valuation Reports,
Actuarial Valuation Reports, Annual Employer
Statements
7 years Mag, Mfr,
OD, Ppr S Yes: After 2 years
Most recent records are stored on
CalPERS website; Department
Preference; (Special Districts are
required to retain employee
reimbursement for 7 years); GC
§§34090, 60201 et seq.

Finance /
Payroll FIN-029 Checks / Warrant Register Report - Payroll Only 7 years Mag, Mfr, OD, Ppr S Yes: After QC Department preference (Special
Districts are required to retain
employee compensation or
reimbursement for 7 years); GC
§§34090, 60201(d)(12)
Finance /
Payroll FIN-030 Checks / Warrants - Cancelled - Payroll Only 7 years Mag, Ppr Department preference (Special
Districts are required to retain
employee compensation or
reimbursement for 7 years); GC
§§34090, 60201(d)(12); 26 CFR

31.6001-1
Finance /
Payroll FIN-031 Payroll Reports (includes Leave Registers, time Transaction Reports, etc. 7 years Mag, Ppr Department preference (Special
Districts are required to retain
employee compensation or
reimbursement for 7 years); GC
§§34090, 60201(d)(12)
BISHOP, CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
283
Ver. 2.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

FIRE ADMINISTRATION
Fire /
Admin. FR-001
Bishop Rural Fire Protection District
Commission - AGENDAS & STAFF

REPORTS
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

Fire /
Admin. FR-002
Bishop Rural Fire Protection District
Commission - AUDIO or VIDEO

RECORDINGS
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Audio Required for 30
days; GC §54953.5(b); video recordings of
meetings are required for 90 days; GC
§§34090.6, 53161,
Fire /
Admin. FR-003 Bishop Rural Fire Protection District
Commission - MINUTES P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §§34090(a), 60201(d)(3)
Fire /
Admin. and
Police /
Admin. /
Chief
FR-004
Emergency Operations Plan (includes Office
of Emergency Management & Homeland
Security)
When
Superseded Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §§34090, 60201 et seq.

Fire /
Admin. FR-005 EOC Activations & Drills 10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

Fire /
Admin. FR-006
Fire Department Fire Executive Committee
(NOT the Bishop Rural Fire Protection
District Commission)
Minimum 2
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

Fire /
Admin. FR-007 Fire Incident RMS Database (Emergency
Reporting Service) Indefinite Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Data is interrelated; GC §§34090, 60201 et seq.

Fire /
Admin. FR-008 HIPAA Policies and Procedures (Health Insurance Portability and Accountability Act) Superseded
+ 6 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 24 CFR 164.530(j)
Fire /
Admin. FR-009 ISO Insurance Ratings 15 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (rated every 10 years);
GC §§34090, 60201 et seq.

NEVADA CITY, CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
284
Ver. 2.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Fire /
Admin. FR-010 Monthly Statistical Reports / Run Statistics When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Considered a preliminary draft / copy (the Fire
database is the original); GC §§34090, 60201 et
seq.

Fire /
Admin. FR-011
Mutual Aid Agreements, Joint Power
Authorities - BISHOP RURAL FIRE

PROTECTION DISTRICT
Completion
+ 10 years
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Covers E&O Statute of
Limitations; Published Audit Standards=4-7
years; Statute of Limitations: Contracts &
Spec's=4 years, Wrongful Death=comp. + 5
years, Developers=comp. + 10 years; Statewide
guidelines propose termination + 5 years; CCP
§337 et. seq., GC §60201 et seq.

City Clerk FR-012 Mutual Aid Agreements, Joint Power
Authorities - CITY
Copies -
When No
Longer
Required
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD City Clerk retains original; GC §§34090.7, 60200 Fire /
Admin. FR-013 Strike Team Reimbursement (OES / FEMA) 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

Fire / EMS FR-014 EMS Complaints 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations for health providers is 3
years; Call Records are required for 3 years; 13
CCR 1100.7, CCP §340.5, GC §§34090, 60201
et seq.

Fire / EMS FR-015 HIPAA Policies and Procedures (Health Insurance Portability and Accountability Act)
Superseded
+ 6 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 24 CFR 164.530(j)

FIRE / EMERGENCY MEDICAL SERVICES
NEVADA CITY, CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
285
Ver. 2.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Fire / EMS FR-016
Patient Care Reports / PCRs / e-PCRs (EMS
transportation) Reports: ALL (medical and
non-medical.)
Includes e-PCR Database / Electronic
Patient Care Report Database (ImageTrend)
20 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; minors are required until
1 year after age 18, but not less than 7 years; 10
years is recommended by AHIMA for "healthcare
providers"; Statute of Limitations for health
providers is 3 years; CCP §340.5, GC §§34090,
60201 et seq.; H&S §§1797.98(e) 123145; 42
CFR 482.24(b); 9 CCR 9444, 22 CCR 70751(c) &
71551(c); 22 CCR 70751(c), 71551(c), 73543(a),
74731(a), 75055(a), 75343(a), 77143(a), W&I
14124.1; CMS Pub. 100-4, Chapter 1, Section
110.3
Fire / EMS FR-017 Refusal to Transfer 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations for health providers is 3
years; Call Records are required for 3 years;13
CCR 1100.7, CCP §340.5, GC §§34090, 60201
et seq.

FIRE MARSHAL / FIRE PREVENTION
Fire / Fire
Prevention FR-018 Abatements, Code Violations (violation database) Life Safety 5 years Yes: Until Resolution Mag,
Ppr
GC §§34090, 60201 et seq.; CFC §§ 104.6 –
104.6.4
Fire / Fire
Prevention FR-019 Civil Citations - Fireworks Citations, Overcrowding, Parking, False Alarms, etc. 5 years Yes: Until Expiration Mag,
Ppr
GC §§34090, 60201 et seq. CFC §§ 104.6 –
104.6.4
Fire / Fire
Prevention FR-020 Development Review / Fire Sprinkler, Fire Safety Plans (Final, Approved Only) P Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC §§34090, 60201 et
seq.

Community
Develop. /
Building
FR-021 Development Review / Plan Review -
Building Permits
Copies -
When No
Longer
Required
Mag,
Ppr Department Preference; GC §§34090.7, 60200
NEVADA CITY, CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
286
Ver. 2.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Fire / Fire
Prevention FR-022
Fire Inspections / Business Inspection
Files / Occupancy Inspections /
Approvals, Fires, Modification /
Alternative Methods or Materials
Life of the
Structure or
Activity, or
Minimum 5
years,
Whichever
is Longer
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Required for the Life of
the Structure or Activity, or Minimum 5 years
whichever is longer for Approvals, Inspections,
Fires, Modification / Alternative Methods or
Materials; CFC §§ 104.6 – 104.6.4; GC §§34090,
60201 et seq.

Fire / Fire
Prevention FR-023 Fire Inspections / Citations / Notice of Violations
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Not required for the Life
of the Structure or Activity, or Minimum 5 years
whichever is longer - only applies to Approvals,
Inspections, Fires, Modification / Alternative
Methods or Materials; CFC §§ 104.6 – 104.6.4;
GC §§34090, 60201 et seq.

Fire / Fire
Prevention FR-024 Fire Investigations - Arson & Capital Crimes Only - Human Fatality or Injury P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (Capital Crimes have no
statute of limitations); GC §§34090, 60201 et
seq.

Fire / Fire
Prevention FR-025 Fire Investigations - Arson & Capital Crimes Only - Structure or Vehicles 6 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC §§34090, 60201 et
seq.

Fire / Fire
Prevention FR-026 Fire Investigations - OTHER Than Arson & Capital Crimes
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC §§34090, 60201 et
seq.

Fire / Fire
Prevention FR-027
Permits: Construction Permits (Short Term
Uses / Temporary Uses): High Piled
Storage, Sprinkler Plans, etc.

Expiration of
Permit + 2
years
Yes: Before
Event
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §§34090, 60201 et seq.

Fire / Fire
Prevention FR-028
Permits: Fire Code Permits / Special Event
Permits (assembly permits, burn permits,
candle permits, tent permits, open flame,
etc.)
Expiration of
Permit + 2
years
Yes: Before
Event
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §§34090, 60201 et seq.

NEVADA CITY, CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
287
Ver. 2.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Fire / Fire
Prevention FR-029
Permits: Operational Permits (Long-term
operations): High Piled Storage, Sprinkler
Plans, etc.

Life of the
Structure or
Activity, or
Minimum 5
years,
Whichever
is Longer
Yes: Before
Event
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

Fire / Fire
Prevention FR-030 Public Information / Education (when produced internally) Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

OPERATIONS / SUPPRESSION (STATION)
Fire / Ops FR-031 Equipment Records & Testing (SCBA,
Ladders, hoses, etc.)
Surplus + 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference to be in compliance with
NFPA Standards for in-service automotive fire
apparatus ; NFPA 1911.4.7.3 & Annex C.5, GC
§§34090, 60201 et seq.

Fire / Ops FR-032 Pre-Fire Plans When
Superseded
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §§34090, 60201 et seq.

Fire / Ops FR-033 Station Log Books / Red Books 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §§34090, 60201 et
seq.

TRAINING
Fire /
Training FR-034 _Training Database (FireRescue1
Academy)
Minimum 5
years
Mag Data is interrelated; GC §§34090, 60201 et seq.

Fire /
Training FR-035 Respiratory Fit Tests
Separation +
30 years OR
Deceased +
5 years
Yes: Until
Separation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Files maintained
separately; Claims can be made for 30 years for
toxic substance exposure; 8 CCR §3204(d)(1) et
seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR
1910.1020(d)(1)(i), GC §§12946, 34090, 60201
NEVADA CITY, CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
288
Ver. 2.0 RECORDS RETENTION SCHEDULE - FIRE Page FR-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Fire /
Training FR-036
Training File (by employee)
Individual Training Certificates, Continuing
Education for Paramedics
Minimum 5
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Ethics Training is 5
years; Statewide guidelines propose 7 years;
Calif. Labor Division is required to keep their
OSHA records 7 years; EEOC/FLSA/ADEA (Age)
requires 3 years for promotion, demotion,
transfer, selection, or discharge; State Law
requires 2 -3 years for personnel actions; 8 CCR
§3203 et seq., 29 CFR 1627.3(b)(ii), LC
§6429(c); GC §§12946, 34090, 53235.2(b),
60201
NEVADA CITY, CA. ©1995-2023 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

EXHIBIT A TO RESOLUTION 2023-__
289
Ver. 2.0 RECORDS RETENTION SCHEDULE: INFORMATION TECHNOLOGY Page IT-1 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Information
Technology IT-001 Backups / Computer Backups (ALL)
When No
Longer
Required
Yes Mag.

Used for Disaster Recovery Purposes Only;
Considered a copy and can be destroyed when
no longer required; GC §34090 et seq.

Information
Technology IT-002

UNALTERABLE MEDIA / IMMUTABLE
MEDIA (Cloud Immutable Backup, WORM /
DVD-r / CD-r / Blue Ray-R) or other
unalterable media that does not permit
additions, deletions, or changes
P OD
For legal compliance for Trustworthy Electronic
Records (when the electronic record serves as
the official record); must be stored in a "safe and
separate location"; GC 34090, 12168.7, EVC
1550, CCR 22620 et seq.

INFORMATION TECHNOLOGY
BISHOP, CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
290
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

PERSONNEL
Lead Dept. PER-001 _Personnel / ERP Database Indefinite Yes (all) Mag Department Preference - Data is interrelated; GC §§34090, 60201 et seq.

Personnel PER-002
1095-C, 1094-C (Employer-Provided Health
Insurance Offer and Coverage & Transmittal
Form)
4 years Mag, Ppr
Department Preference; Instructions state
"Generally, keep copies of information
returns you filed with the IRS or have the
ability to reconstruct the data for at least 3
years, from the due date of the returns";
GC §§34090, 60201 et seq.

Personnel PER-003 Benefit Plan Documents (CalPERS, Dental, Vision, etc.)
Duration of the
Contract + 6
years
Yes: For
Duration of
Contract
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
EEOC / ADEA (Age) requires 1 year after
benefit plan termination; Federal law
requires 6 years after filing date for
retirement; State Law requires 2 years
after action; 29 CFR 1627.3(b)(2); 29 USC
1027; 11 CCR 560; 28 CCR 1300.85.1;
GC §§34090, 60201 et seq.

Personnel PER-004
California Civil Rights Department (CRD) /
Department of Fair Employment & Housing
(DFEH or EEOC) Claims / Harassment
Claims
Separation + 6
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; All State and Federal
laws require retention until final disposition
of formal complaint; State requires 2 years
after "fully and finally disposed"; 2 CCR
11013(c); GC §§12946, 12960, GC
§§34090, 60201 et seq.

Personnel PER-005
Classification / Reorganization Studies (for
employee classifications and department
structures)
Minimum 3
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Bureau of
National Affairs recommends 2 years for
all supplementary Personnel records;
Wage rate tables are 1 or 2 years; State
requires 2 years; 29 CFR 516.6, 29 CFR
1602.14, GC §§12946, 12960, GC
§§34090, 60201 et seq.

BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
291
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Personnel PER-006 Compensation Surveys & Studies Minimum 3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Bureau of
National Affairs recommends 2 years for
all supplementary Personnel records;
Wage rate tables are 1 or 2 years; State
requires 2 years; 29 CFR 516.6(2), 29
CFR 1602.14, GC §§12946, 12960, GC
§§34090, 60201 et seq.

Personnel PER-007 Contracts for Investigators Completion + 5 years
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Statute of
Limitations for contractual obligations is 4
years; CCP §§337. 337.1(a), 337.15, 343;
GC §§34090, 60201 et seq.

Personnel PER-008
Flexible Spending Account Enrollment
Forms, Claims, etc. (managed by a
managed by a third party administrator
(TPA)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §§34090, 60201 et seq.

Personnel PER-009 COVID-19 Notifications to Employees 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
LC §6409.6(k), GC §§34090, 60201 et
seq.

Personnel PER-010 Leave of Absence Forms
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary draft (the Time Card is the
final; GC §§34090, 60201 et seq..

Personnel PER-011 Employee Investigations Separation + 6 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; statute of limitations for
EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer,
selection, or discharge; State Law requires
2 -3 years; 29 CFR 1602.31 &
1627.3(b)(1), GC §§12946, 12960, GC
§§34090, 60201 et seq.

Personnel PER-012 Employment Verifications
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Non-records, content is not substantive;
GC §§34090, 60201 et seq.

BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
292
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Personnel PER-013
Ethics Certificates for Employees,
Harassment Prevention Certificates -
Employees Only
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
GC §§ 3105, 12946, 12960, 34090;;
53235.2(b); 53237.2(b), 60201 et seq.

Personnel PER-014 Grievances Separation + 6
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; statute of limitations for
retirement benefits is 6 years from last
action; EEOC/FLSA/ADEA (Age) requires
3 years for promotion, demotion, transfer,
selection, or discharge; State Law requires
2 -3 years; 29 CFR 1602.31 &
1627.3(b)(1), GC §§ 3105, 12946, 12960,
34090, 60201 et seq.; LC 1198.5; 26 CFR
31-6001-1; 53235.2(b); 53237.2(b)
Personnel PER-015 I-9s Separation + 6
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Required for 1 year from termination or 3
years from hiring, whichever is later;
EEOC / FLSA / ADEA (Age) requires 3
years for "any other forms of employment
inquiry"; State Law requires 2 -3 years; 8
CFR 274a.2; 29 CFR 1627.3(b)(1); GC
§§12946, 12960, 34090, 60201 et seq.

Personnel PER-016 Job Descriptions / Job Classification / Job Specifications
Minimum
Superseded +
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference;
EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer,
selection, or discharge; State Law requires
2 -3 years; retirement benefits is 6 years
from last action; 29 CFR 1602.31 &
1627.3(b)(1), 8 CCR §3204(d)(1) et seq.,
GC §§12946, 12960, 34090, 60201 et
seq.

Personnel PER-017 OSHA Citations and Inspections 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
OSHA requires 5 years; State law requires
2 years; 8 CCR §3203(b)(1), OMB 1220-
0029; GC §34090, 60201 et seq.; LC
§6429c
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
293
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-4 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Personnel PER-018 OSHA Logs - 200, 300, 301, 301A 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
OSHA requires 5 years; State law requires
2 years; 8 CCR 14300.33(a), 8 CCR
§3203(b)(1), GC §34090, 60201 et seq.;
LC §6429c
Personnel PER-019
Personnel Files - Employee File (Official
Personnel File)
Includes Application, Backgrounds (including
Police and Fire Volunteers), Discipline,
Evaluations, Policy Acknowledgements,
Employee's Oath of Office / Oath for
Disaster Worker, PAN / Personnel Action
Notices, etc.)
Separation + 6
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; statute of
limitations for retirement benefits is 6
years from last action; EEOC/FLSA/ADEA
(Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge;
State Law requires 4 years; W-4s are
required four years after the due date of
such tax for the return period to which the
records relate, or the date such tax is paid,
whichever is the later. 26 CFR 31-6001-1;
29 CFR 1602.31 & 1627.3(b)(1), GC §§
3105, 12946, 12960, 34090, 60201 et
seq.; LC 1198.5
Personnel PER-020
Personnel Files - Medical File
Pre-employment Medical Clearances, ADA
Accommodations, Fit for Duty, etc.

Separation +
30 years OR
Deceased + 5
years
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Files maintained separately; Claims can
be made for 30 years for toxic substance
exposure; 8 CCR §3204(d)(1) et seq., 8
CCR 5144, 8 CCR 15400.2; 29 CFR
1910.1020(d)(1)(i), GC §§12946, 12960,
34090, 60201 et seq.

Personnel PER-021
Recruitment and Testing File / Recruitment
Database (NeoGov)
Includes Advertisements, Applications for
Unsuccessful Candidates, Interview Notes,
Job Brochures, Test Data, Testing Analysis
& statistical Metric, Job Analysis, Rating
Sheets, Scantrons, Background Checks, etc.

Hiring
Decision + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State Law requires 4 years; EEOC / FLSA
/ ADEA (Age) requires 1-3 years; 29 CFR
1627.3(b)(1), 29 CFR 1602.14 et seq.2
CCR 11013(c); GC §§12946, 12960,
34090, 60201 et seq.

BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
294
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-5 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Personnel PER-022 Retiree Medical Enrollment / Retiree Billing / COBRA Billing 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Meets municipal
government auditing standards; GC
§34090, 60201 et seq.

Personnel PER-023 DE-34 (Report of New Employees) 4 years Mag, Ppr R&T §19530, GC §§34090, 60201 et seq.

Personnel PER-024
DE-6, DE-7, DE-9, DE-43, W-3, & DE-166,
941 Forms, IRS 5500 Forms (Employee
Benefit Plans), PERS / FICA & Medicare
Adjustments - Quarterly Payroll Tax Returns
/ OASDI, Federal Tax Deposits,
Adjustments, etc.
7 years Mag, Ppr
Department Preference; IRS: 4 yrs after
tax is due or paid; Ca. FTB: 3 years; IRS
Reg §31.6001-1(e)(2), R&T §19530;
29CFR 516.5 - 516.6, 29USC 436, GC
§§34090, 60201 et seq.

Personnel PER-025 Time Sheets / Time Cards / Overtime Sheets / Overtime Cards 7 years Mag, Mfr, OD, Ppr S Yes: After 2 years Department preference (Special Districts
are required to retain employee
compensation or reimbursement for 7
years); also to facilitate grant audits or
claim reimbursements; Meets auditing
standards (audit + 4 years); IRS requires 4
years; Ca. requires 2 yr min.; FTB keeps 3
years; IRS Reg §31.6001-1(e)(2), R&T
§19530; LC § 1174(d); 29 CFR 516.5; GC
§§34090, 60201(d)(12) 8 CCR 11040.7(c);
29 CFR 516.5 & 516.6(c);
Personnel PER-026 Deferred Compensation (City Statements) 7 years Mag, Ppr Produced by Deferred Comp. Provider;
Department preference (Special Districts
are required to retain employee
compensation or reimbursement for 7
years); GC §§34090, 60201(d)(12).; 26
CFR 31.6001.1
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
295
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-6 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Personnel PER-027 W-2's 7 years Mag, Ppr
Special Districts are required to retain
employee compensation or reimbursement
for 7 years; IRS: 4 yrs after tax is due or
paid; Ca. FTB: 3 years; IRS Reg §31.6001-
1(e)(2), R&T §19530; 29CFR 516.5 -
516.6, 29USC 436, GC §§34090,
60201(d)(12)
Personnel PER-028 W-4s
No Longer in
Effect + 4
years
Mag, Ppr
IRS Regulation 31-6001-1 four years after
the due date of such tax for the return
period to which the records relate, or the
date such tax is paid, whichever is the
later. GC §34090; 26 CFR 31.6001-1
Personnel PER-029 W-4's
No Longer in
Effect + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
IRS Regulation 31-6001-1 four years after
the due date of such tax for the return
period to which the records relate, or the
date such tax is paid, whichever is the
later. GC §§34090, 60201 et seq.; 26 CFR

31.6001-1
Personnel PER-030
Workers Compensation Claims / Long Term
Disability Claims (Includes all Accident,
Incident, or Injury Reports from Employees)
Separation +
30 years OR
Deceased + 5
years
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Files maintained
separately; Claims can be made for 30
years for toxic substance exposure; 8 CCR
§3204(d)(1) et seq., 8 CCR 5144, 8 CCR
15400.2; 29 CFR 1910.1020(d)(1)(i), GC
§§12946, 12960, 34090, 60201 et seq.

PERSONNEL / RISK MANAGEMENT
City Clerk CC-011 Claim for Damages / Claims Against the City Final
Resolution + 5
years
Yes: Until
Settlement
Mag, Mfr,
OD, Ppr S
Yes: After

QC & OD
Department Preference; Meets municipal
government auditing standards; Statute of
Limitations is 4 years; CCP §§337 et seq.,
343; GC §34090,
BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
296
Ver. 2.0 RECORDS RETENTION SCHEDULE: PERSONNEL Page PER-7 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS : Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Personnel /
Risk
Management
PER-026 Insurance Certificates not filed with
Agreement or Contract, etc. 11 years Yes: Until Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
City preference; Covers E&O Statute of
Limitations; Published Audit Standards=4-
7 years; Statute of Limitations: Contracts &
Spec's=4 years, Wrongful Death=comp. +
5 years, Developers=comp. + 10 years;
CCP §337 et. seq., GC §§34090; 60201 et
seq.

Personnel /
Risk
Management
PER-028 Insurance Policies - ALL Expiration + 4
years
Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Covers statute of
limitations for contracts; CCP §337 et seq.;
GC §§34090, 60201 et seq.

Personnel /
Risk
Management
PER-029 Property Damage Claims / Restitution 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference; Meets municipal
government auditing standards; GC
§§34090, 60201 et seq.

BISHOP CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
297
Ver. 2.0 RECORDS RETENTION SCHEDULE: PLANNING Page PL-1 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

PLANNING
Planning PL-001
Planning Projects - Discretionary & Ministerial
- Approved Permanent Entitlements & Permits
(Includes Conditions of Approval,
Environmental Determinations, Staff Reports,
Plans, Soils Reports, etc.)
Examples:

Cannabis Permits
Conditional Use Permits (CUPs)
General Plan / General Plan Amendments
Lot Line Adjustment
Master Plan
Public Art
Rezones
Specific Plan
Tentative Subdivision Maps / Parcels Maps
Use Permits
Variance
Zoning Clearance
Zoning Ordinance / Updates
P Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); GC§§34090,
34090.7
Planning PL-002 Advanced Planning / Long Range Planning / Project Implementation (Final Documents only) P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Planning PL-003 Aerial Photographs (Historical) P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Planning PL-004 Annexations / Boundaries / Consolidations /

LAFCO P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
298
Ver. 2.0 RECORDS RETENTION SCHEDULE: PLANNING Page PL-2 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Planning PL-005 Census, Demographics
When No
Longer
Required
Mag,
Ppr (Non-Records - Census Bureau is OFR)
Planning PL-006
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
etc.) / CEQA - Where Planning is the Lead
Correspondence and staff notes that provide
insight into the project or the agency’s CEQA
compliance with respect to the project
Project
Approval or
Denial
+ 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not all internal communications and
notes are required to be saved; "E-mails
that do not provide insight into the project
or the agency’s CEQA compliance with
respect to the project — are not within the
scope of section 21167.6, subdivision (e)
and need not be retained." Golden Door
Properties, LLC v. Superior Court of San
Diego County (2020) 53 Cal.App.5th 733;
PRC 21167,6; GC §34090
Planning PL-007
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
Notice of Exemption (NOE), etc.) / CEQA
Inside City boundaries - Where Planning is the
Lead
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Usually filed in the project file; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); GC §34090
Planning PL-008
General Plan, Elements and Amendments /
Master Plans, Specific Plans, Land Use Plans and
Amendments; General Plan Interpretations
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Planning PL-009 Historical Designations / Historical Landmarks P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Planning PL-010 Materials Boards
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary drafts not retained in the
ordinary course of business; GC §34090
Planning PL-011 Planning Commission - AGENDAS & STAFF

REPORTS P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §34090 et
seq.

BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
299
Ver. 2.0 RECORDS RETENTION SCHEDULE: PLANNING Page PL-3 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Planning PL-012 Planning Commission - AUDIO or VIDEO

RECORDINGS
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Audio Required
for 30 days; GC §54953.5(b); video
recordings of meetings are required for
90 days; GC §34090.6
Planning PL-013 Planning Commission - MINUTES &

RESOLUTIONS P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090(a)
Planning PL-014 Planning Index of Applications, Addresses, Entitlement Type (Historical - prior to computers) P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Planning OR
Building PL-015
Temporary Administrative Permits / Temporary
Use Permits (Approved & Unapproved)
e.g., Banner Permits, Tent Sales on Private
Property
Expiration +
2 years
Yes:

During
Event
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC§§34090
Planning PL-016 Zoning Clearance Forms / Zoning Verification Letters P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Planning PL-017 Zoning Maps (Historically Significant) P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Planning PL-018 Zoning Ordinance Amendments / Zone Changes P Yes Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (copies); GC
§34090.7
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
300
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

POLICE ADMINISTRATION / POLICE CHIEF
State of
California PD-001 Alcoholic Beverage Control Licenses / Permits / ABC Permit Applications When No
Longer
Required
Mag, Ppr Not a City record
Police /
Admin. /
Chief
PD-002
Background Files - Unsuccessful
Employee and Volunteer Applicants
(Employees, Cadets, Explorers, CERT,
Chaplains, Reserves, etc.)
Successful Employees & Volunteers are
sent to Personnel
4 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State Law requires 4 years; EEOC / FLSA /
ADEA (Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge;
State Law requires 4 years; 29 CFR
1627.3(b)(i), 29 CFR 1602.14; GC
§§12946,12960, 34090
Police /
Admin. /
Chief
PD-003 Complaints from Employees / Internal
Investigations
Final
Disposition +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets Lexipol Policy; Not a civilian complaint;
other State & Federal laws require retention
until final disposition of formal complaint; State
requires 2 years after action is taken; EVC
§1045, GC §§12946,12960, 34090
Police /
Admin. /
Chief
PD-004
Complaints from Members of the Public /
Internal Investigations WITH Sustained
Finding of Misconduct
Final
Disposition +
15 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD PC §§832.5(b), 832.7; GC§ 34090 Police /
Admin. /
Chief
PD-005
Complaints from Members of the Public /
Internal Investigations WITHOUT
Sustained Finding of Misconduct
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Consistent with Lexipol Policy; State requires
for at least 5 years for complaints by members
of the public; other State & Federal laws require
retention until final disposition of formal
complaint; State requires 2 years after action is
taken; Statute of Limitations is 4 years for
misconduct after the discovery of the offense
for misconduct in office; EVC §1045, GC
§§12946,12960, 34090, PC §§801.5, 803(c),
832.5, 832.7, VC §2547
Fire /
Admin.
and Police
/ Admin. /
Chief
PD-006
Emergency Operations Plan (includes
Office of Emergency Management &
Homeland Security)
When
Superseded Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
301
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Admin. /
Chief
PD-007 Juvenile Detention Log 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
Chief
PD-008 Parking Permits - Sierra St. 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
Chief
PD-009
Personnel Training File - BY EMPLOYEE
(Includes POST printouts) Peace Officer
or Dispatcher
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference to be consistent with
Human Resources; OSHA requires safety
training 5 years; EEOC/FLSA/ADEA (Age)
requires 3 years for promotion, demotion,
transfer, selection, or discharge; State Law
requires 2 -3 years; 8 CCR §3203 et seq., 29
CFR 1602.31 LC §6429(c); GC
§§12946,12960, 34090, 53235.2(b)
Police /
Admin. /
Chief
PD-010
Policies & Procedures / Lexipol / Operation
Directives / General Orders (Department
Policies and Procedures)
Superseded
+ 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC § 34090 et seq.

Police /
Admin. /
Chief
PD-011 Press Releases - Police Only 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
302
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Admin. /
Chief
PD-012 Reports and Studies - Historical P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC § 34090 et seq.

Police /
Admin. /
Chief
PD-013
Reports to State or Federal Agencies:

Report to POST Commission of peace
officer employment, compliant, finding,
disposition, or judgement pursuant to §PC
13510.9, etc.

Report of data regarding the number, type,
or disposition of complaints made against
its officers
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Admin. PD-014
Retired CCW Applications (Carry
Concealed Weapon Applications and
Permits for Retired Peace Officers)
Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.

Police /
Admin. /
Chief
PD-015
Training - Department Training Records -

COURSE RECORDS
(Attendance Rosters, Outlines and
Materials; includes Use of Force training,
safety training, etc.)
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Rosters are sent to POST; OSHA requires
safety training 5 years; EEOC/FLSA/ADEA
(Age) requires 3 years for promotion, demotion,
transfer, selection, or discharge; State Law
requires 2 -3 years; 8 CCR §3203 et seq., 29
CFR 1602.31 , LC §6429(c); GC
§§12946,12960, 34090, 53235.2(b)
Police /
Admin. /
Chief
PD-016 Use of Force Reviews - Not as a result of a
complaint from a member of the public 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §§12946, 12960,
34090

FIELD OPERATIONS / PATROL
Police /
Field Ops /
Patrol
PD-017
Hearing Officer Determinations (Citation
Appeals, Tows, etc.)
Traffic Sergeant makes Determination
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Field Ops /
Patrol
PD-018 Logs (Watch Commander Logs, etc.) Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC§ 34090 et seq.

BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
303
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Field Ops /
Patrol
PD-019 Parades and Special Event Permits (Usually
issued by CHP)
Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Field Ops /
Patrol
PD-020 PAS Device Calibration Logs 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Field Ops /
Patrol
PD-021 Patrol Ride-A-Long Waiver Form 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Field Ops /
Patrol
PD-022 Patrol Schedules
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary drafts (the timecard / timesheet is
the final); GC §34090 et seq.

Police /
Field Ops /
Patrol
PD-023 Special Events / Ops Plan Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Field Ops /
Patrol
PD-024 Traffic Control: Radar Calibration Records Life of the Equipment
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Field Ops /
Patrol
PD-025 Traffic Control: Radar Trailer Surveys, etc. Minimum 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

CRIME ANALYSIS / DETECTIVES / INVESTIGATIONS
Police /
Crime
Analysis /
Detectives
PD-026 Asset Forfeiture Notification 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Per Federal DOJ requirements (Equitable
Sharing Guide); GC §34090
Police /
Crime
Analysis /
Detectives
PD-027 Cannabis Distribution Permit Backgrounds Expiration + 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
304
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Crime
Analysis /
Detectives
PD-028
Criminal Intelligence Files
Confidential informant information &
activities
Last Entry +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Files contain criminal intelligence information
concerning an individual only if there is
reasonable suspicion that the individual is
involved in criminal conduct or activity and the
information is relevant to that criminal conduct
or activity. Misleading, obsolete or unreliable
information is required to be destroyed;
remaining records must not be retained longer
than 5 years; 28 CFR 23.20(h); GC §34090
Police /
Crime
Analysis /
Detectives
PD-029 Detectives Investigation Files and Arrest
Files
Transferred
into
Record's
Crime
Report Files
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Transfer all Official Reports to Records to be
placed in the Crime Report Files.

Police /
Crime
Analysis /
Detectives
PD-030 Informant Files / Gang Files
When No
Longer
Required -
Minimum 2
years

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Informant information; Does not contain
criminal intelligence information concerning
individuals; Department preference; GC
§34090

COMMUNICATIONS / CAD / DISPATCH
Police /
Commun. PD-031
Audio Recordings or Tapes - (CAD/RMS)
Recordings of Telephone & Radio
Communications Dispatch Tapes (CAD);
includes Ambulance dispatch calls
3 years Mag
Ambulance Service Record of Calls Records
are required for 3 years; other dispatch calls
are mandated for 100 days; GC §§34090,
34090.6; 13 CCR 1100.7
Police /
Commun. PD-032 Vacation Checks / Patrol Requests
When No
Longer
Required
Mag, Ppr Preliminary Draft (entered in RMS / CAD
system; GC §34090 et seq.

Police / IT PD-033
Video Recordings - Jail / Temporary
Holding / Building Security, City
Operations
1 year Mag Records regular ongoing operations of the City; GC §34090.6 et seq.

BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
305
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police / IT PD-034 Video Recordings - Public Areas / Public Activity
When No
Longer
Required
Mag Does not record regular and ongoing
operations; GC §34090.6 et seq,

PROPERTY AND EVIDENCE
Police /
Property &
Evidence
PD-035 _Property & Evidence Database Indefinite Mag Department Preference (data is interrelated); GC §34090
Police /
Property &
Evidence
PD-036 Crime Report Photos
Follows the
Retention of
the Evidence
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Property &
Evidence
PD-037 Gun and Narcotics Destruction Log
(Documents related to)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Property &
Evidence
PD-038 Officer Recordings: Body-Worn Cameras
– LOGS of Access or Deletion of Data P Mag PC§ 832.18(b)(5)(E); GC §34090.6 et seq.

Police /
Property &
Evidence
PD-039
Officer Recordings: Body-Worn Cameras -
that ARE evidence, Officer Involved
Shootings / Detention or Arrest /
Complaints
Follows
retention for
Evidence,
Minimum 2
years
Mag PC§ 832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Property &
Evidence
PD-040 Officer Recordings: Body-Worn Cameras -
that are NOT evidence 90 days Mag
Department preference (law recommends 90
days); PC§ 832.18(b)(5)(A); GC §34090.6 et
seq.

Police /
Property &
Evidence
PD-041 Property & Evidence Logs / Destruction
Authorizations 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
306
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Property &
Evidence
PD-042 Safekeeping: Lost & Found Property
(Documents related to) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090

RECORDS
Police /
Records PD-043 _RMS Database Indefinite Yes Mag Data Fields / Records are interrelated; GC §34090 Police /
Records PD-044
Citations (Parking, Traffic, Marijuana /
Cannabis). Includes requests for
dismissals, cancellations, and appeals.
2 years Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD GC §34090 et seq.

Police /
Records PD-045
CRIME REPORTS / SEALED RECORDS:

Sealed Juvenile Cases - Childhood Sexual
Assault
Age of
Majority + 22
years
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD CCP §§340.1, GC §34090 Police /
Records PD-046
CRIME REPORTS / SEALED RECORDS:

Sealed Juvenile Cases
Except Sealed Childhood Sexual Assault
Per Court
Order
(Subject 26
years old /
Sealing Date
+ 5 years)
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
CCP §§340.1, GC §34090; GC §68152(g)(1),
W&I §781(d)
Police /
Records PD-047
CRIME REPORTS:

Lost Property: Firearms entered into
CLETS (if not Permanent Retention)
Until Found
or
Recovered
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference to facilitate Three
Strikes law and ease of document imaging
administration; PC§ 11108.2(b); GC §34090
Police /
Records PD-048
CRIME REPORTS:

ALL Capital Crimes, Homicide, Juvenile,
Child Abuse (substantiated), Elder Abuse
(substantiated), & Sexual Assault (Rape),
Arson (Suspected or Undetermined)
P Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference; DOJ retains CACI
(Child Abuse Central Index) information for
adults 100 years; Most have no limitations on
commencement of action; PC §§ 261, 286,
288, 288a, 288.5, 289, 289.5, and 799; 803(h),
11169 et seq.; 11170(a); WIC 707(b)
BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
307
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-8
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Records PD-049
CRIME REPORTS:

Child Abuse or Neglect Investigation
Reports - Unsubstantiated or
Inconclusive
No Further
Report on
Suspected
Abuser + 10
years
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD PC §§11169(c),11170(a)(3) Police /
Records PD-050
CRIME REPORTS:

Except those specifically mentioned in
the schedule (ALL Others)
5 years Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference; Provided there are no
outstanding warrants, unrecovered identifiable
items, criminal deaths, they are not historically
significant, and it is not classified under PC
§800 & 290; Stat. of Limit. is 2 yrs; Destroy
juvenile marijuana after age18; H&S §11361.5,
GC §34090, PC §802, PC §§187, 800 et seq.

Police /
Records PD-051
CRIME REPORTS:

Misdemeanor or Infraction - Adult
Marijuana / Cannabis - H&S
§11357(b)(c)(d)(e) or H&S §11360(b) (with
procedure in H&S §11361.5) - Except those
with outstanding stolen property, including
firearms, or lost firearms
Conviction
or Arrest (If
No
Conviction)
+ 2 years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
(Courts and other Agencies "Shall" destroy);
H&S§ 11361.5 et seq.

Police /
Records PD-052
CRIME REPORTS:

Misdemeanor or Infraction - Juvenile
Marijuana / Cannabis - H&S §11357(E) -
Except those with outstanding stolen
property, including firearms, or lost firearms
2 years or
Juvenile 18
years old
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
If no subsequent conviction ("Shall" Destroy);
H&S §11361.5
BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
308
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-9
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Records PD-053
CRIME REPORTS:

Missing Persons
P
(If Returned,
Follows the
Retention for
the Crime
Report)
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department Preference; GC §34090 Police /
Records PD-054
CRIME REPORTS:

Factually Innocent Petition Accepted
Records Sealed Pending Destruction -
Except those with outstanding stolen
property, including firearms, or lost firearms
Date of
Arrest + 3
years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Individual petitions District Attorney; Sheriff
concurs that person is factually innocent, then
seals record ("Shall" Destroy); GC §34090; PC
§851.8(a)
Police /
Records PD-055
CRIME REPORTS:

Misdemeanor or Infraction Marijuana /
Cannabis §11357(de) - Juvenile on
School Grounds during School Hours
(with procedure in H&S §11361.5)
Offender is
18 Years
Old
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
(Courts and other Agencies "Shall" destroy);
H&S§ 11361.5 et seq., 11357(e)
Police /
Records PD-056
CRIME REPORTS:

Vacatur Relief Granted by Court - Victim of
Human Trafficking, or Victim of Intimate
Partner Violence or Sexual Violence
(Nonviolent Crimes)
Court Order
+ 1 year
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Individual petitions Court ("Shall" Destroy); GC
§34090; PC §§236.14(k); 236.15(k)
Police /
Admin. -
Records
PD-057
Crime Statistics / National Incident-Based
Reporting System (NIBRS) / Uniform Crime
Reports (UCR) - Summaries (BCS)
P
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department preference; GC §34090 BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
309
Ver. 2.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-10
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Police /
Records PD-058 Registrants: Arson Registrations: Adults P, or Death of Registrant Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Pursuant to PC §457.1
et seq.; required to register for life; If released
from CYA, records are destroyed after age 25
or sealing pursuant to W&I §781; GC §34090.7
Police /
Records PD-059
Registrants: Arson Registrations:

Juveniles released from California Youth
Authority
Age 25 or
Sealing Date
+ 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Pursuant to PC §457.1 et seq.; If released from
CYA, records are destroyed after age 25 or
sealing pursuant to W&I §781; GC §34090.7
Police /
Records PD-060 Registrants: Sex Offender Registrations:

Adults
P, or Death
of Registrant
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; After 2021, Offenders
can petition Court for removal 10 or 20 years
after offense, provided there are no subsequent
offenses; Pursuant to PC §290 et seq.

Police /
Records PD-061 Registrants: Sex Offender Registrations:

Juveniles
P or Sealing
Date + 5
years
(or Court
Order), or
Death of
Registrant
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; After 2021, Offenders
can petition Court for removal 10 or 20 years
after offense, provided there are no subsequent
offenses; Pursuant to PC §290 et seq.

Court PD-062
Restraining Orders, Emergency Protective
Orders, Temporary Restraining Orders,
Legal Stipulations, Orders After Hearing
(When Not filed with the case file)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Not a City record
Police /
Records PD-063 Ride A-Long Waiver Form 2 years Mag, Mfr, OD, Ppr S/M/I Yes: After QC & OD GC §34090 et seq.

Police /
Records PD-064 STOP Source Data, Audit Log / Racial and Identity Profiling Act (RIPA) Annual Report 3 years Mag, Mfr, OD, Ppr S/M/I Yes: After QC & OD 11 CCR 999.228; 11 CCR 999.229; GC §34090 Court or
District
Attorney
PD-065 Subpoenas (Personal Appearance of Police
Employees)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Court or District Attorney records; GC §34090
et seq.

BISHOP CA. ©1995 - 2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
310
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-1
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

ALL DIVISIONS (Used by All Divisions - Also, see City-Wide for All Departments) Lead Dept. PW-001 AQMD Permits - for Generators, etc. Issue Date + 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 40 CFR 70.6; GC §34090
Lead Dept. PW-002 Confined Space Entries / Hot Work Permits 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
8 CCR 5157(d)(14) & (e)(6); 29 CFR
1910.146(e)(6) GC §34090
Lead Dept. PW-003 Generator Operation Logs & Inspections 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
AQMD Rule 1470; Form 400–E–13a
instructions; GC §34090
Lead Dept. PW-004 Herbicide or Pesticide Application Forms 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (agricultural
pesticide records are required for 2
years); GC §34090; 3 CCR 6623
Lead Dept. PW-005 Operations & Maintenance Manuals (O&M Manuals)
Life of
Facility or
Equipment
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; GC §34090 et.
seq.

Lead Dept. PW-006 Pressure Vessel Certifications or Permits (Air Compressors, etc.)
Expiration of
Certificate or
Permit
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC §34090 et.
seq.

Lead Dept. PW-007
Pre-Trip Inspections / Vehicle Safety Checks /
Daily Vehicle Inspections / Daily Equipment
Checks
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090; 13 CCR 1234(c)
Lead Dept. PW-008
Safety Data Sheet (SDS) / Material Safety Data
Sheet (MSDS) / Chemical Use Report Form (or
records of the chemical / substance / agent,
where & when it was used)
30 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Previous SDS / MSDS may be obtained
from a service; SDS / MSDS may be
destroyed as long as a record of the
chemical / substance / agent, where &
when it was used is maintained for 30
years; Applies to qualified employers;
Claims can be made for 30 years for toxic
substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
311
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-2
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Lead Dept. PW-009 Underground Service Alerts (USA's) / Dig Alerts 3 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (the Regional
Notification Center has the obligation to
retain the notice for 3 years); GC
§§4216.2(d) & 4216.3(d), GC §34090
Lead Dept. PW-010 Used Oil Disposal Manifests 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
22 CCR 66266.130(c)(5), H&S
§25250.18(b), 25250.19(a)(3) et seq.

PUBLIC WORKS / ENGINEERING (CIP, Land Development)
Public Works /
Engineering PW-011 Benchmarks P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Engineering PW-012
Bonds: Construction, Private Development
Labor & Materials, Performance Bonds, Letters
of Credit, Encroachment Permits, Monitoring
Bonds
Release of
Bond / Letter
of Credit
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Security; GC §34090
Public Works /
Engineering PW-013
Capital Improvement Projects (CIP):

Administration File
Project Administration, Certified Payrolls, Certificate of Compliance, Construction Manager's Logs,
Correspondence, Costs, Estimates, Daily Inspections,
Insurance Certificates, Preliminary Notices, Project
Schedules, Public Relations, Meeting Agendas &
Minutes, Monthly Reports, Notices, Real Estate
Appraisals, RFIs / RFQs , Safety. SWPPP / WPCP,
etc.

Completion +
10 years or
After Funding
Agency
Audit, if
required,
whichever is
longer
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Some grant funding agencies require
audits; Statute of Limitations for Errors &
Omissions is 10 years; Published Audit
Standards=4-7 years; Statute of
Limitations: Contracts & Spec's=4 years,
Wrongful Death=comp. + 5 years,
Developers=comp. + 10 years; Statewide
guidelines propose termination + 5 years;
CCP §337 et. seq., GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
312
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-3
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Public Works /
Engineering PW-014
Capital Improvement Projects (CIP):

Permanent File
Plans, RFP / Specifications & Addenda, Successful
Proposal, Change Orders, EIRs, Negative
Declarations, Categorical Exemptions, Materials
Testing Reports, Grading Permits, Insurance
Certificates, Hazardous Materials, Notice of
Completion, Photos, Record Drawings Soils Reports,
Studies, Submittals, Surveys, etc.

P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; retained for
disaster preparedness purposes;
Statewide guidelines propose Permanent
for Infrastructure plans; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); CCP §337
et. seq., GC §34090
Public Works /
Engineering PW-015
Design & Construction Standards - Authored by
the City for Construction of City Infrastructure
(CIP or Land Development)
P
Mag,
Mfr, OD,
Ppr
S/I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Engineering PW-016
Drawings, Maps, and Record Drawings, LargeFormat Drawings, Survey Record Maps, Capital Improvement Project "As-Built"
P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Drafts should be destroyed; GC §34090
Public Works /
Engineering PW-017
Encroachment Permits / Excavation Permits:

Permanent (Structures in the City's Right of
Way, Retaining Walls, etc.)
Includes Insurance Certificates
P
Yes: Until
Completion Mag, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works /
Engineering PW-018
Encroachment Permits / Excavation Permits:

Temporary (Street Permits, Temporary
Construction, Sidewalk Repairs, Traffic Control,
Transportation Permits, Utility Cuts (Installation
& Patching), etc.)
Includes Insurance Certificates
Expiration +
2 years
Yes: Until
Completion Mag, Ppr S / I Yes: After QC & OD GC § 34090 Public Works /
Engineering PW-019
Engineering Studies / Surveys (Public Right-ofWay) - Geotechnical and Soil Reports / Hydrology Reports / Preliminary Studies /
Project Assessments
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
313
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-4
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Public Works /
Engineering PW-020
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
etc.) / CEQA - Where Engineering is the Lead
Correspondence and staff notes that provide
insight into the project or the agency’s CEQA
compliance with respect to the project
Project
Approval or
Denial
+ 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not all internal communications and
notes are required to be saved; "E-mails
that do not provide insight into the project
or the agency’s CEQA compliance with
respect to the project — are not within the
scope of section 21167.6, subdivision (e)
and need not be retained." Golden Door
Properties, LLC v. Superior Court of San
Diego County (2020) 53 Cal.App.5th 733;
PRC 21167,6; GC §34090
Public Works /
Engineering PW-021
Land Development: Administrative Records
Construction Inspections, Photos, Progress
Meetings, Project Schedules, etc.

Completion +
10 years
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S/I Yes: After

QC & OD
Statute of Limitations is 4 years; 10 years
for Errors & Omissions; land records are
permanent by law; CCP §§337. 337.1(a),
337.15, 343; GC §34090
Public Works /
Engineering PW-022
Land Development: Permanent Records
Abandonments, Certificate of Acceptance /
Approval (copy), Dedications, Deeds (copies)
Drainage, Driveway, Easements (copies),
Geotechnical and Soil Reports / Hydrology
Reports, Private Lab Verifications, Testing Lab
Final Reports, Rights of Way (copies), Studies,
Reports, etc.

P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S/I Yes: After

QC & OD
Department preference; retained for
disaster preparedness purposes;
Statewide guidelines propose Permanent
for Infrastructure plans; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); CCP §337
et. seq., GC §34090
City Clerk PW-023
Recorded Documents / Real Property: Deeds,
Easements, Right of Ways, Abandonments /
Vacation, Liens / Lien Releases
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090(a)
Public Works /
Engineering PW-024 Solid Waste Services / Hauler Quarterly Reports 10 years Mag, Ppr Department Preference; GC §34090 Public Works /
Engineering PW-025 Subdivision Maps / Parcel Maps P Yes (all) Mag,
Mfr, OD,
Ppr
S/I Yes: After
QC & OD Department Preference; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
314
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-5
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Public Works /
Engineering PW-026 Surveys, Record of Survey P Yes (all) Mag,
Mfr, OD,
Ppr
S/I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Engineering PW-027 Traffic Calming Requests (Speed Humps, etc.) 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Police or State PW-028 Traffic Collision Reports / SWTRS Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD copies; GC §34090.7
Public Works /
Engineering PW-029 Traffic Counts / Traffic Studies 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works /
Engineering PW-030 Traffic Speed Surveys 10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Presented to the City Council in the
Council Agenda Packet; GC §34090.7
Public Works /
Engineering PW-031 Traffic Stop Sign Warrants 10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works /
Engineering PW-032 Transportation Plans / Master Plans P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works /
Engineering PW-033 Water & Sewer Commission - AGENDAS &

STAFF REPORTS P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC'd & OD
Department Preference; GC §34090 et
seq.

Public Works /
Engineering PW-034 Water & Sewer Commission - AUDIO or

VIDEO RECORDINGS
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC'd & OD
Department preference; Audio Required
for 30 days; GC §54953.5(b); video
recordings of meetings are required for
90 days; GC §34090.6
Public Works /
Engineering PW-035 Water & Sewer Commission - MINUTES P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC'd & OD GC §34090(a)
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
315
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-6
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

PUBLIC WORKS / ENVIRONMENTAL SERVICES
Public Works /
Environ.

Services
PW-042
Stormwater Inspections (Business Inspections,
O&M related inspections, and Development
Inspections)
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; (Federal
mandate is 3 years SWRCB Order 2006-
03; 4§§122.21, 122.41, 122.44; GC
§34090
Public Works /
Environ.

Services
PW-043 Stormwater: NPDES Annual Reports 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; (Federal
mandate is 3 years SWRCB Order 2006-
03; 4§§122.21, 122.41, 122.44; GC
§34090
Public Works /
Environ.

Services
PW-044 Stormwater: NPDES Permits / MS-4 Permits Expiration + 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; (Federal
mandate is 3 years SWRCB Order 2006-
03; 4§§122.21, 122.41, 122.44; GC
§34090
Public Works /
Environ.

Services
PW-045 Street Sweeping Tonnage Reports 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; (Federal
mandate is 3 years SWRCB Order 2006-
03; 4§§122.21, 122.41, 122.44; GC
§34090
PUBLIC WORKS / STREETS (Use with "ALL Divisions" on first page) Public Works /
Streets &
Facilities
PW-046 Sidewalk Maintenance, Grinding, Asphalt
Ramping (Logs and Forms) 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Lead Dept. PW-047 Tree Maintenance, Trimming, Arborists Reports 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090

PUBLIC WORKS / UTILITY BILLING
Public Works /
Utility Billing PW-047 _Customer Service / Utility Billing Database (enQuesta)
Indefinite -
Minimum 5
years
Yes Mag Data Fields / Records are interrelated;
GC §+I13:I28
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
316
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-7
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Public Works /
Utility Billing PW-048 Adjustments / Abnormal Read Reports When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (The Database is
the original; reports are considered drafts
or copies, and can be re-printed from the
database); GC §34090
Public Works /
Utility Billing PW-049 Bankruptcies - NOT pursued
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary drafts not retained in the
ordinary course of business; GC §34090
Public Works /
Utility Billing PW-050 Bankruptcies - Where a claim is filed 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (negative
information remains on credit ratings for 7
years); GC §34090
Public Works /
Utility Billing PW-051 Billing Registers, Payment Registers, Adjustment Registers When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (The Database is
the original; reports are considered drafts
or copies, and can be re-printed from the
database); GC §34090
Public Works /
Utility Billing PW-052 Liens / Lien Releases P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090(a)
Public Works /
Utility Billing PW-053 Prop. 218 (Property-based fees) Notices, Mailing Lists, Protest Letters, Ballots, Tabulation 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §53753(e)(2)
Public Works /
Utility Billing PW-054 Residential Water Billing: Appeals - Payment Delinquency & Impending Discontinuation
Final
Decision + 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Documented or attached to Customer
Record in database; GC §34090; H&S
§116908
Public Works /
Utility Billing PW-055
Residential Water Billing: Non-payment
Notices / Notice of Payment Delinquency &
Impending Discontinuation (Initial, Final)
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Documented or attached to Customer
Record in database; GC §34090; H&S
§116908
Public Works /
Utility Billing PW-056
Residential Water Billing: Payment Plans:

Amortization, Alternative Payment Plans,
Deferrals, etc.

Expiration or
Completion
of Payment
Plan
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Documented or attached to Customer
Record in database; GC §34090; H&S
§116910
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
317
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-8
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Public Works /
Utility Billing PW-057
Residential Water Billing: Policy on
Discontinuation of Residential Service for
Nonpayment
When
Superseded;
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Must post to Website; H&S §116906; GC
§34090
Public Works /
Utility Billing PW-058 Residential Water Billing: Report of Annual Discontinuations of Residential Service
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Must post to Website; H&S §116918; GC
§34090
Public Works /
Utility Billing PW-059 Residential Water Billing: Adjustments to Customer accounts
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Documented or attached to Customer
Record in database; GC §34090; H&S
§116908
WASTEWATER COLLECTIONS (Use with "ALL Divisions" on first page) Water /
Wastewater
Collections
PW-060 CCTV Videos of Sewer Lines Minimum 2
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Water /
Wastewater
Collections
PW-061 FOG (Fats, Oil & Grease) Inspections /
Pretreatment Annual & Quarterly Reports 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Monitoring
records required for 3 years; 40 CFR
§§122.21, 122.41; 40 CFR 403.12
Water /
Wastewater
Collections
PW-062 Sanitary Spills and Overflows (SSOs) 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Required for a minimum of 5 years; 40
CFR 122.41(j)(2); SWRCB Order 2006-
03; 40 CFR 122.41(j)(2); GC §34090
Water /
Wastewater
Collections
PW-063 Sewer Odor Complaints / Gas Detection Results
/ Investigations 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Water /
Wastewater
Collections
PW-064
Sewer System Management Plans (SSMP) and
Audits / Sanitary Spills Overflow Prevention
Plan (SSOPP) and Sanitary Sewer Overflow
Response Plan
Superseded
+ 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; SSOs are
required for a minimum of 5 years; 40
CFR 122.41(j)(2); SWRCB Order 2006-
03; GC §34090
WASTEWATER TREATMENT PLANT (WWTP) (Use with "ALL Divisions" on first page) Water / WWTP PW-065 SCADA Database (Wastewater)
Indefinite -
Minimum 5
years
Mag Data is interrelated; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
318
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-9
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Water / WWTP PW-066 Biosolids / Sewage Sludge Handling Logs and Weigh Tickets 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Code of Federal Regulations requires 5
years; 40 CFR 503.17; 40 CFR
122.41(j)(2); GC §34090
Water /
Laboratory PW-067 Lab Reports & Chains of Custody: Wastewater Minimum 5 years Mag,
OD, Ppr S / I Yes - After QC & OD Department preference; GC §34090 Water / WWTP PW-068 Logs: Vac Con Trucks, etc. 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Water / WWTP PW-069
Permits - Wastewater Regulatory / Operating
Permits: Examples (CalARP, Cal OSHA,
CERS, CUPA, NPDES, SWRCB, etc.)
Minimum 5
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; NPDES
Monitoring records required for 3 years;
40 CFR §§122.21, 122.41, 122.44; GC
§34090 CCP §337 et seq.

Water / WWTP PW-070
Reports - Wastewater Reports to Regulatory
Agencies: Examples (CalARP, Cal OSHA,
CERS, CUPA, NPDES, SWRCB, etc.)
Minimum 5
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; NPDES
Monitoring records required for 3 years;
40 CFR §§122.21, 122.41, 122.44; GC
§34090 CCP §337 et seq.

Water / WWTP PW-071 Sanitary Survey of Sewer System 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Water / WWTP PW-072 Wastewater Treatment Plant NPDES Permits Expiration + 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; City's permit
requires 5 years (Federal mandate is 3
years); 40 CFR §§122.21, 122.41,
122.44; CCP §337 et seq.

Water / WWTP PW-073 Wastewater Treatment Plant NPDES Annual Reports 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; City's permit
requires 5 years (Federal mandate is 3
years0; 40 CFR §§122.21, 122.41,
122.44
Water / WWTP PW-074 Wastewater Treatment Plant Operators Certificates (posting required)
When
Superseded
Mag,
OD, Ppr S
Yes: After
QC & OD Department preference; GC §34090
Water / WWTP PW-075 Wastewater Treatment Plant Safety Training Certificates (posting required)
Minimum 5
years
Mag,
OD, Ppr S
Yes: After

QC & OD
Department preference; 8 CCR §3203 et
seq., 29 CFR 1627.3(b)(1), LC §6429(c);
GC §§12946, 21960, 34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
319
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-10
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

WATER RESOURCES & WATER CONSERVATION
Water
Resources &
Conservation
PW-076 Conservation Programs / Rebate Programs /
Check Requests / Toilets, Washers, Turf, etc. 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD (meets auditing standards); GC §34090
Water
Resources &
Conservation
PW-077 Conservation Reports / Consumption Reports 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §60201
Water
Resources &
Conservation
PW-078 Consumer Confidence Report - Annual Water
Quality Report P
Mag,
OD, Ppr S / I Yes - After QC & OD
Department preference; Required for 12
years or 2 compliance cycles; 22 CCR
64400.25; 22 CCR §64470, 40 CFR
141.33(a); 40 CFR 141.91
Water
Resources &
Conservation
PW-079 Sanitary Surveys of Drinking Water Systems 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 22 CCR §64470; GC §34090
Water
Resources &
Conservation
PW-080 Water Rights P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §60201
Water
Resources &
Conservation
PW-081
Water Supply Assessments, Studies, Reports /
Stream Studies and Flow / Water Planning
Studies
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §60201
Water
Resources &
Conservation
PW-082 Water System Variances P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §60201
WATER DISTRIBUTION & OPERATIONS (Use with "ALL Divisions" on first page) Water / Water
Treatment Plant PW-083 SCADA Database (Water)
Indefinite -
Minimum 5
years
Mag Data is interrelated; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
320
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-11
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Water / Water
Treatment Plant PW-084
Data Packets: Lab Reports & Chains of
Custody / Tabular Summaries: ALL
(Chain of Custody, Digestion or Prep Log,
Tuning if applicable, Instrument Sequence,
Calibration Curves, Raw Data, Certificate of
Analysis, OCWD Certificate of Analysis)
P
Mag,
OD, Ppr S / I Yes - After QC & OD
Department Preference for Groundwater
Quality, which are co-mingled with other
types of tests; Law requires 5 years;
Actual laboratory reports may be kept, or
data may be transferred to tabular
summaries; 40 CFR 141.33 et seq.; 22
CCR §64470
Water / Water
Treatment Plant PW-085 Demonstrations of Capability, and MDLs / MDL Studies (Method Detection Limit) P Mag,
OD, Ppr S / I Yes - After QC & OD Department preference; GC §60201 Water / Water
Treatment Plant PW-087 Lab Reports & Chains of Custody: Potable Water Bacteriological and Organics
Minimum 5
years
Mag,
OD, Ppr S / I Yes - After QC & OD
Department Preference; 40 CFR
141.33(a) and (b)(1); 22 CCR §64470
Water / Water
Treatment Plant PW-088 Lab Reports & Chains of Custody: Potable Water Chemical (Includes Chlorine Residuals)
Minimum 10
years
Mag,
OD, Ppr S / I Yes - After QC & OD
Department preference; State law
requires 12 years, Federal 10 years; 40
CFR 141.33(a); 22 CCR §64692
Water / Water
Treatment Plant PW-089 Lab Reports & Chains of Custody: Potable Water Lead & Copper
Minimum 12
years
Mag,
OD, Ppr S / I Yes - After QC & OD
Required for 12 years or 2 compliance
cycles; 22 CCR 64400.25; 22 CCR
§64470, 40 CFR 141.33(a); 40 CFR
141.91
Water / Water
Treatment Plant
OR
Fire Dept.

PW-086
Water Pressure, valve flushing and exercising
for non-fire system components.
(Fire hydrant information is held by the fire
department.)
Minimum 20
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090

WATER TREATMENT PLANT (POTABLE WATER)
Water / Water
Treatment Plant PW-090 Corrective Actions (As a Result of a Violation) - Potable Water Resolution +
3 years
Mag,
Mfr, OD,
Ppr
S
Yes - After
QC & OD 40 CFR 141.33(b)(2); 22 CCR §64470
Water / Water
Treatment Plant PW-091
Monthly Reports - includes any Customer
Concerns / Customer Complaints / Complaint
Forms: Odor / Taste / Visual Complaints
(Correspondence regarding Potable Water)
5 years
Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
5 years is required in State and Federal
law for any complaints; 40 CFR
122.41(j)(2) & 40 CFR 141.33(b); 22 CCR
64470(a)
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
321
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-12
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Water / Water
Treatment Plant PW-092 Plant Operator Log Books 5 years Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department Preference; Meets
Department of Public Heath
requirements; GC §34090
Lead Dept. PW-093
Regulatory Reports / Water Reports to
Regulatory Agencies: CalARP, CERS, Cal
OSHA, DDW (Division of Drinking Water), DWR
(Department of Water Resources), EPA, MS-4,
NPDES, RMP, SWRCB (State Water
Resources Control Board) ,etc.

Minimum 10
years

Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department Preference; NPDES
Monitoring records required for 3 years;
40 CFR §§122.21, 122.41, 122.44; GC
§34090 CCP §337 et seq.

Water / Water
Treatment Plant PW-094
Water Production Reads / Reports (to State
DDW (Division of Drinking Water) / DWR
(Department of Water Resources) / SWRCB
(State Water Resources Control Board)
5 years
Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department Preference; Meets California
Department of Health requirements (3
years); GC §34090
Water / Water
Treatment Plant PW-095 Water Storage Tanks, Wells: Dive Videos 10 years Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department preference (covers 2
mandated cycles); GC §34090
Water / Water
Treatment Plant PW-096 Water Storage Tanks: Inspection Reports, Maintenance Records P Mag,
Mfr, OD,
Ppr
S
Yes - After
QC & OD Department preference; GC §34090
Water / Water
Treatment Plant PW-097 Water Treatment Plant NPDES Permits Expiration + 5 years Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department Preference; City's permit
requires 5 years (Federal mandate is 3
years); 40 CFR §§122.21, 122.41,
122.44; CCP §337 et seq.

Water / Water
Treatment Plant PW-098 Water Treatment Plant NPDES Annual Reports 5 years Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department Preference; City's permit
requires 5 years (Federal mandate is 3
years0; 40 CFR §§122.21, 122.41,
122.44
Water / Water
Treatment Plant PW-099 Water Treatment Plant Operators Certificates (posting required) When
Superseded
Mag,
Mfr, OD,
Ppr
S
Yes - After
QC & OD Department preference; GC §34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
322
Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Design Construction, Engineering, Environ Sustain., Fleet Facilities, Transportation) Page PW-13
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Water / Water
Treatment Plant PW-100 Water Treatment Plant Safety Training Certificates (posting required) Minimum 5
years
Mag,
Mfr, OD,
Ppr
S
Yes - After

QC & OD
Department preference; 8 CCR §3203 et
seq., 29 CFR 1627.3(b)(1), LC §6429(c);
GC §§12946, 21960, 34090
BISHOP, CA. ©1995-2023 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:

EXHIBIT A TO RESOLUTION 2023-__
323
Hometown Grants 9/25/2023
T-Mobile
I was honored when the Laws Railroad Museum asked me to write a letter of support for them regarding the Hometown Grant they are applying for. Laws has been a part of my life and memories for as far back as I can remember. As Mayor of the City of Bishop, California, I can attest to the value they play in our economic base, as a community gathering place, teaching and preserving our past, and also as a destination for those looking for a touch of simpler days.

Since 1960, Laws has been functioning on an almost 100% volunteer base, with the County of Inyo and City of Bishop providing limited funding. The statement below from Southern Pacific Railroad Company sums up what the importance of this location means to the community, and world.

The gift deed from the Southern Pacific Company to the county and city reads as follows: "In appreciation of the interest of Inyo County and the City of Bishop in preserving the memory of the Far West's last common carrier narrow gauge railroad, the Keeler Branch, Southern Pacific Company is pleased to donate steam locomotive No.9 together with other rolling stock, and the Laws Station building and surrounding installations for safekeeping in behalf of generations to come."
At the time that the railroad shut down its operations, the village of Laws which had grown up around the rail yard had disappeared. That village has been recreated by moving in historic buildings from around the Owens Valley and they now contain many artifacts and exhibits illustrating early life in the Owens Valley. There are collections photographs, writings, native American art, farming implements, books, and other authentic items within its many buildings and displays.

Laws and their volunteers have done an amazing job of keeping the past alive, but they need financial help in repairing and updating aging infrastructure. I ask for your consideration in awarding Laws Railroad Museum a grant so that they can continue to provide this irreplaceable link between past, present, and future generations.

Thank you for this opportunity and consideration,
Jim Ells
Mayor, City of Bishop
“Our aim is to discover, procure, and preserve whatever may relate to the natural, civic, literary and ecclesiastical history of our area, and to establish and maintain collections.” 324
Agenda Item: 15.A
Date of Meeting: October 23, 2023
Department: Finance
To: City Council
From: Ethan Aukee
Subject: FY 2022-2023 Grants in Support Final Reports
Prepared On: October 9, 2023
Attachments: Bishop Museum and Historical Society
C5 Studios
Eastside Student Center
Inyo Council for the Arts
United Methodist Social Services

STAFF REPORT
Background/History:

Grantees of the City of Bishop FY 2022-2023 Grants in Support Program are required to submit a final grant report no later than September 30th, 2023. The final reports received are attached for City Council review.

Analysis/Discussion:

To summarize the FY 2022-2023 Grants in Support Program:

Total grants awarded: 10
Grants reimbursed: 5 completely reimbursed, 1 partially reimbursed* Final reports received and included for review: 5
*One grantee submitted a request for partial reimbursement with intentions of submitting an additional expense report. Deadline has passed for additional submissions; grantee has been informed and a final report has been requested.

Economic Impacts:

The grants awarded during FY 2022-2023 provided for consumable services to the residents of the City of Bishop and its surrounding areas.

Budget Impacts:

The approved budget amount for Grants in Support for FY 2022-2023 was $68,900. 325
The amount of funding remitted to grantees for qualified reimbursements was $39,925.67. $28,974.33 was approved for award, however, due to the below listed reasons, was not remitted to grantees.
- Grantee requested/received a partial reimbursement of total approved funding - Grantee unable to meet grant requirements pursuant to agreement - Grantee did not submit expense report for review and reimbursement - Grantee did not complete a grant agreement
Legal Review:

Legal review is not required for this item.

Recommended Action:

Approved By: Ethan Aukee / 10/9/2023
Approved By: Robin Picken 10/10/2023
Approved By: Nora Gamino 10/10/2023
Approved By:
326
Bishop Museum & Historical Society
dba Laws Railroad Museum & Historical Site
PO Box 363 Bishop CA 93515
(760) 873-5950
[email protected]
August 29, 2023
City of Bishop
377 West Line Street
Bishop CA 93514
Regarding: 2022-2023 Grant-In-Support Final Report
Dear Ethan:

On behalf of the Board of Directors, I want to thank you for your continued support of Laws Railroad Museum and Historical Site.

Attached please find our Grant In Support Final Report.

Should you have any questions or need further information, please feel free to call on us at any time.

Sincerely:

Raven Angeles
Bishop Museum & Historical Society
Administrator
327
Bishop Museum & Historical Society
dba Laws Railroad Museum & Historical Site
PO Box 363 Bishop CA 93515
(760) 873-5950
[email protected]
Bottoms Up Project
Refurbish the Bottle House to enhance the display with several hundred items held in storage. Add educational elements to the display to elevate the Bottle House experience. Repair entry stairs and ramp for safer access and egress.

Impact
Culture – Restoring historic buildings connect us to the past. They are physical reminders of what came before us and help to create a sense of culture in a community. Historical buildings give us a way to study the past and make sense of the communities that came before us. Old buildings have unique characteristics that can be difficult to replicate in new commercial builds. You may be able to make a new structure look similar to the old, but it won’t feel the same unless the same building techniques and materials are used.

Education - Preserving historic buildings act as learning tools not only for architects and builders, but students and communities as well! Think of all the tangible education that would be lost if historic buildings were demolished instead of preserved or restored. Visiting old structures is a way for architects and builders to study past techniques and design, and students and others can learn about what came before them and what might have influenced the present day. It is imperative we restore historic structures and use them as educational tools.

Economy - Not only does historic restoration benefit culture and education, but it also helps to boost the economy. Think about all the tourism dollars that could aid a community by keeping these structures alive, well, and as close to the way they were in their heyday. Preserving or restoring old structures is good for business. It benefits travel and tourism, of course, but also helps to create jobs. There are many specialists who pride themselves in the knowledge needed for correctly restoring, preserving, and maintaining old buildings.

Environment - Any form of restoration is environmentally friendly compared to a new build. You are not wasting materials, or creating a need for new ones. Also, rehabilitating existing structures can make them more eco-friendly or durable to lessen maintenance costs. With historic restoration or preservation, you can return a structure to its original look while also making it more energy efficient. 328
Bishop Museum & Historical Society
dba Laws Railroad Museum & Historical Site
PO Box 363 Bishop CA 93515
(760) 873-5950
[email protected]
Goals
We are delighted to report our initial goals have been met. Our visitors are delighted with the results, many commenting on specific areas and most are appreciative of the information and educational additions.

Population served - Laws Railroad Museum and Historical Site had just over 38,600 visitors this fiscal year. On both Trip Advisor and Yelp the museum is listed as the number 2 attraction in the Bishop area, only behind the Bristlecone Pine Forest. Our volunteers strive to give visitors a great experience and have logged 7263.5 hours this fiscal year.

Our staff of three work tirelessly to preserve, enhance and conserve the grounds, structures, and collections entrusted to us. We have over 530 active members of the museum of those 237 are Bishop area residents.

Expense Report
Display $ 3,541.33
Materials $ 4,463.98
Subtotal $ 8,005.31
Less overage $ 5.31
Total $ 8,000.00
329
Bishop Museum & Historical Society
dba Laws Railroad Museum & Historical Site
PO Box 363 Bishop CA 93515
(760) 873-5950
[email protected]

330
Bishop Museum & Historical Society
dba Laws Railroad Museum & Historical Site
PO Box 363 Bishop CA 93515
(760) 873-5950
[email protected]
Thank you!
331
City Of Bishop
2022/23 Grant In Support

FINAL REPORT
Name of Organization: Eastern Sierra Artists dba C5 Studios Community Arts Center
Project Title: C5 Studios After School Arts Programming - Arts and Nature Connection for school aged children
A. SERVICES PROVIDED – Describe the project/program or services provided and how it benefited the community. From the evaluation method used to measure the success of the project/program implemented, describe the outcome and its impact on the community
C5 Studios Community Arts Center requested funding to support the development and launch of a brand new After-School Arts Program, offering arts, movement and nature connection-based sessions during after school hours for school-aged children (K-12).

We knew from our own research conducted via conversations with parents in the community that many working parents find it difficult to find childcare during after-school hours, and our research indicated a strong sense of parents wanting their kids to be engaged in something inspiring, creative, productive and social, rather than engaging with technology. We also recognized that there was a strong need within the community for music lessons for children, as these were not readily available.

Our goal was to provide engaging, creative after-school opportunities for children to enrich their lives, offer opportunities for connection with peers and positive adult role models and to support the many local families who are in need of regular, part-time childcare solutions during after-school hours. 332
The program itself launched on April 11th, 2023 running Tuesday through Friday

2.30pm - 5pm each afternoon, with families permitted to enroll their children to attend on two afternoons per week for a 4 week block. C5 Studios was able to negotiate a generous sponsorship from Manor Market, who subsidized the purchase of healthy snacks to provide for the children to keep their creativity and inspiration fueled for the afternoon.

Our method of evaluation was using informal interviews and check-ins with the young participants themselves and their parents/carers to evaluate the extent to which participants felt engaged, socially connected and excited to participate in the program, and to gain feedback from parents about how they felt the program supported their children’s creativity and enriched their lives. We also requested feedback through online feedback forms. All the feedback that we received was enormously positive, with many young people expressing how valuable opportunities to engage in creative, expressive arts activities are to them. The program was offered in two 4-week blocks, with priority given in the second block to students who had not attended in the first block. A testament to the success of the program was that a number of students registered in the first block chose to return for the second block, and many also returned to C5 Studios for our Summer Arts Camps, siting their positive experiences in the After School Arts Program as the reason for the enthusiasm about our summer programming.

B. PROJECT GOALS – Describe how the project/program achieved the goals and objectives identified in the submitted funding application.

Our objectives and how they were achieved are outlined below:

1. To develop a program of regular, engaging, enriching after school arts and nature connection opportunities for children from K-12.

This objective was achieved through the provision of two blocks of our After School Arts Program, the first running from 4/11/2023 to 5/5/2023 and the second running from 5/9/2023 to 6/2/2023. Each 4 week block involved two separate cohorts of children registered to attend sessions at C5 Studios from 2.30pm - 5pm on two days a week (either on a Tuesday + Thursday schedule, or a Wednesday + Friday schedule). Feedback from children and parents reflected that all participants felt sessions were supportive, engaging, fun and creative 333
and that they enriched their lives by offering access to creative opportunities they do not otherwise have access to.

2. To engage new teachers and mentors of arts and nature connection in offering a diverse range of arts and nature-focused after school sessions This objective was achieved through the employment, training and mentorship of Diana Ortiz who was employed as out After School Arts Program Coordinator. With a background in music, Diana came to use with an interest in working with children but no prior experience teaching. Through a rigorous process of observing mentors Erin Boehme and Naomi Hart Johnson, undergoing a schedule of training and ongoing support, we are proud to say that the community has gained a new teacher and mentor in the arts who we are proud to have on our team at C5 Studios. In addition to sessions led by Diana, we invited various local artists to be involved as visiting artists to lead occasional sessions to further enrich the opportunities we were offering the children, and this is an aspect of the program that we hope to develop further when we begin offering the After School Arts Program again in the new academic year.

3. To offer after-school introductory music lessons (individual and group-based) with local musicians and teaching artists
This objective was achieved by offering group-based music sessions to the students during the program sessions exploring rhythm, body percussion and song. Following their participation in the After School Arts Program some of the students are now attending private music lessons with Marty Tiernan, our music teacher here at C5 Studios.

4. To support local families and working parents who struggle to find after school hours childcare that is affordable, enriching and inspiring for children.

This objective was achieved by designing and providing a program that allowed students to arrive at sessions when they finished their day at school, with the flexibility to welcome students of a variety of ages at different times according to the times their school day ended. A number of our older students were able to walk to C5 Studios independently, which we understand is very supportive to families with 334
both parents working and little flexibility in their hours. In order to ensure that the program was inclusive and accessible to all we offered a sliding scale payment system with families able to choose between 3 tiers of pricing according to their own financial situation. We also offered a scholarship program which allowed families to request financial aid and to attend the program, at a significantly reduced cost.

5. To provide local artists the opportunity to become Artist Teachers and develop multi-generational learning and mentorship opportunities within our community
This objective was achieved by connecting with local artists to invite their participation in the program as visiting artists and mentors. Most notable within this objective was the regular attendance at After School Arts Program sessions of two young artists aged 13 - just a little older than all the participating students. These young mentors assisted the program teachers and coordinator with supporting students in their work, preparing snacks and tidying after snack time and cleaning up after sessions. At C5 Studios we recognize the value of older students offering mentorship and support to younger students who look up to them.

C. NUMBER SERVED BY GRANT – Describe the target population served by the project/program, and the number of City residents as well as the total number of people served by the grant funds during the reporting period.

The target population served by the program was children aged 6-12 and their families.

Total number of City residents served (actual participants of the program) - 28 children from 24 different families (4 families enrolled multiple children) D. TOTAL EXPENDITURES – Describe in detail how the grant funds received were spent.

Explanation of use of Grant funds:

We were awarded $7,500 and our use of the grant funds was as follows:
335
Expense Description Amount Amount
covered
within grant
budget
Art Materials Purchase of art materials
needed for arts workshops and
classes and materials packs for
participants from Blick
$993.90 $993.90
(Budgeted
amount was
$1000)
Artist
Teachers’
Fees
After School Program
Coordinator Diana Ortiz was
employed to lead the program
$4,731.38 $4,000
C5 Studios
Program
Management
Web Design to support online
registration, staff training and
curriculum planning, additional
insurance costs in accordance
with grant requirements
$1,650 $1,500
Administration
and space
rental
Space rental costs to hold
sessions at C5 Studios
$1,440 $1,000
Total: $7,493.90
● Please note the following small change from the original budget: Our original budget allowed $200 for marketing and promotion, but we decided these funds were better used towards space rental costs so that we could ensure the program continued long enough to allow two blocks and to include more children in the program. Marketing and promotion costs were covered outside of the grant funding, and we used press releases to ensure that local newspapers and radio stations were able to support promotion of the program effectively.

E. ATTACHMENTS:
336
● Invoices/receipts – Attach copies of invoices for ALL expense invoices paid by City grant funds as outlined in the project line item budget. ● Color photograph(s) - Attach one (1) to three (3) photographs of the program for which grant was awarded.

Please find attached invoices/receipts:

1. Art Materials: Blick Order Confirmation/Invoice

2. Artist Teacher Fees - Payroll Summary for Diana Ortiz

3. Artist Teacher Fees - Payroll Transaction Details for Diana Ortiz

4. C5 Studios Program Management and space rental - C5 Studios Invoice Please find attached color images:

1. Photograph of an After School Arts Program student working on their artwork, 4/28/2023

2. Image from our website showing our online gallery of work produced in the After School Arts Program (found at www.c5studios.org/asap-gallery)

3. Images of Inyo Register article from 6/29/2023 about the gallery show that we created to display work from C5 programming including the After School Arts Program (PDF - 2 pages)
We would like to take this opportunity to sincerely thank the City of Bishop for making this grant available to us so that we have been able to continue to do worthwhile work in our community!
THANK YOU!!
337
338
339
340
! !
341

CITY OF BISHOP

GRANT-IN-SUPPORT

FINAL REPORT
2022/2023

PREPARED BY
Jordan Rose
[email protected]
Empower the youth of the
Eastside Community
342

PROJECT DETAILS
Eastside Student Center
Name of Organization
Eastside Student Center Building
Revitalization Project
Project Title
Eastside Student Center — Grant-in-Support Final Report 2022-23 343

SERVICES

PROVIDED
Success of the project will be measured in two specific ways: the quality of the revitalization of the building, and the impact it has for the programs at the Eastside Student Center. Quality will be measured by the overall increase in appeal of the building. By cleaning up both the interior and exterior, this project will benefit the community at large and the organization as well. Programs at the Eastside Student Center will be impacted positively as well, in that the new, revitalized building will provide more space, with more specific areas that are conducive to specific programs (study groups, art classes, etc.).

Describe the project/program or services provide and how it benefitted the community. From the evaluation method used to measure the success of the project/program implemented, describe the outcome and its impact on the community.

Funds from the City of Bishop Grant-in-Support provided to Eastside Student Center were used to begin an extensive cosmetic revitalization of the Center's new location.

The building at 162 W Line St. was transformed from a dingy, run-down retail space to a bright, welcoming and exciting space where students are able to gather after school each day. The building was deep cleaned, painted, re-floored, furnished and decorated using funds from the City of Bishop.

Due to this revitalization, the Eastside Student Center is now equipped to offer more programs specific to the needs of the students. The building is now prepared with a large central room, with many tables and work-stations where students are able to work together and participate in large group activities. The Center also now has a quiet study room where students are able to work quietly on homework/projects, etc.

For the first time, the youth of our community have a space just for them, where they can gather and feel safe and welcomed to be themselves. Eastside Student Center will be open every school day this year until 5:30, with an additional 30 non-school days in their new location.

Evaluation Method from Grant Application Narrative:

Eastside Student Center — Grant-in-Support Final Report 2022-23 344 Created a welcome, clean and bright space for the youth to gather after school.

Expanded and diversified usable space for Eastside Student Center programs.

Expanded from 2 days/week to 5 days/week with the opening of new location.

Expanded community reach by being in a more visible location and creating a visually appealing space for students.

The goals and objectives of this project are to create a welcoming, clean, and warm environment for the youth of the Bishop community and surrounding areas to gather during out-of-school time. The organization's goal is to serve any and all students between 6-12 grade. While Eastside Student Center currently serves between 30 and 75 students 2 days per week in their current location, this new space will allow them to serve a greater number of students up to 5 days per week.

Eastside Student Center is filling a huge need in the community by providing a consistent and safe space for students to be when not in school. Creating a larger, more inviting space will allow the organization’s reach to further expand, and have a larger impact on the community as a whole.

Describe how the project/program achieved the goals and objectives identified in the submitted funding application:

This project achieved the goals outlined in the funding application in the following ways:

Project Goals Outlined in Grant Application Narrative:

Eastside Student Center — Grant-in-Support Final Report 2022-23

PROJECT GOALS
345

NUMBERS SERVED
Describe the target population served by the project/program, and the number of City residents as well as the total number of people served by the grant funds during the reporting period.

The Target Population for this for this project was students in grades 6-12 in the City of Bishop and surrounding areas (Bishop Unified School District boundaries)
Target Population
After the Project was completed, Eastside Student Center served 35 unduplicated students in grades 6 - 9. Of those students, 31 were City of Bishop residents.

Numbers Served
In the coming school year, Eastside Student Center plans to serve over 100 unduplicated students in grade 5-8 at their new, revitalized location.

Future Planning
Eastside Student Center — Grant-in-Support Final Report 2022-23 346

CATEGORY
Describe in detail how the grant funds received were spent.

Eastside Student Center received a total of $8,000 in funds from the City of Bishop Grant-in-Support.

DESCRIPTION TOTAL
Flooring
New vinyl plank
flooring for Center -
1,125 sq ft.
$1,213.65
$192.91
$5,964.77
Paint
Furniture
Interior paint for
walls and back
mural.

Couches, tables,
chairs, cabinets, etc.

TOTAL

EXPENDITURES
$313.89Flooring Supplies
Underlayment, tape,
transitions, etc.

Eastside Student Center — Grant-in-Support Final Report 2022-23 $233.43Paint Supplies
Brushes, rollers, tape,
paper, trays,
spackle, etc.
$81.35Miscellaneous
Light switches, outlet
covers, tools, etc.
347

APPENDIX A
Below are before, during and after photographs of the project funded by the City of Bishop Grant-in-Support:

Eastside Student Center — Grant-in-Support Final Report 2022-23 Before
During
348

APPENDIX A
Below are before, during and after photographs of the project funded by the City of Bishop Grant-in-Support:

Eastside Student Center — Grant-in-Support Final Report 2022-23 After
349

APPENDIX B
Invoices + Receipts
Eastside Student Center — Grant-in-Support Final Report 2022-23 350

APPENDIX B
Invoices + Receipts
Eastside Student Center — Grant-in-Support Final Report 2022-23 351

APPENDIX B
Invoices + Receipts
Eastside Student Center — Grant-in-Support Final Report 2022-23 352

APPENDIX B
Invoices + Receipts
Eastside Student Center — Grant-in-Support Final Report 2022-23 353

APPENDIX B
Invoices + Receipts
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Department of Public Works
Building Permits Issued
8/2023
Small Town with a
Big Backyard!

CITY OF BISHOP
377 West Line Street - Bishop, California 93514
Post Office Box 1236 - Bishop, California 93515
760-873-8458 [email protected]
www.cityofbishop.com
Date Value Owner/Location/Contractor Short Description SMIP Rev Fund Commercial
8/23/2023 Ground Level Flying
324 North Main Street
Clair Concrete, Inc.

Signage / Awning $3,500.00 $0.98 $1.00
8/18/2023 Judd and Sally Symons
214A West Line Street
Forbis Electric
Electrical Permit $1,900.00 $0.53 $1.00
8/10/2023 Schat's Bakery
763 North Main Street
Dean's Plumbing and Heating, I
Sewer Line Replacement $8,000.00 $2.24 $1.00
8/10/2023 Los Angeles DWP
682 Spruce Street
Inyo County
Walk In Cooler $70,000.00 $19.60 $3.00
8/3/2023 Great Basin Air Pollution Contr
157 Short Street
Dean's Plumbing and Heating, I
Heat Pump $6,600.00 $2.80 $1.00
8/7/2023 1650 LLC
1440 Highway 6
Breakaway Plumbing
Oxygen & Scavenger Piping $30,000.00 $4.20 $1.00
Commercial Totals $8.00 $120,000.00 $30.35
Residential
8/22/2023 Peter Schultz
236 North Third Street
Eastern Sierra Plumbing
Water Main Replacement $1,500.00 $0.50 $1.00
8/15/2023 Bryan McCartney
275 May Street
Doug Clair, Inc.

Demo - Clean up of
Property/House
$5,000.00 $0.50 $1.00