Agenda packet — Burbank City Council, May 19, 2026 (part 3 of 13)

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

Financial
Services /
Payroll
FN-041 Payroll Register / US Gross to Net Reports 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference; Transitory records not
retained in the ordinary course of business;
Financial system can re-create reports
accurately; GC §34090
Financial
Services /
Payroll
FN-044 PERS Buy-back Statements / Forms Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Financial
Services /
Payroll
FN-045 Retirement Report Summary Worksheet -
Members Contributions
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Financial
Services /
Payroll
FN-046 Time Reports / Exception Time Sheets
(SUMMARIES) 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; 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 & 516.6(c); GC
§34090
Financial
Services /
Payroll
FN-048 W-2's 5 years Mag, Mfr,
OD, Ppr S /I Yes: After QC & OD
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

FINANCIAL SERVICES / PURCHASING
Financial
Services /
Purchasing
FN-050 Recordings - Audio Recordings of Bid
Openings 2 years Mag Department preference; Preliminary document; GC §34090
Financial
Services /
Purchasing
FN-051
Bid Schedules / Ancillary Documents
(Other than Capital Improvement
Projects - see City Clerk)
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (files contain some
original ancillary documents); GC §34090 et
seq.

Financial
Services /
Purchasing
FN-052 Bids for RFQs, RFPs, etc.: Unsuccessful
(all) 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 345
Ver. 62.0 RECORDS RETENTION SCHEDULE: FINANCIAL SERVICES (Accounting, Accts. Payable, Payroll, Purchasing, Revenue) Page FIN-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 unless otherwise noted, 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).

Financial
Services /
Purchasing
FN-053
Certificates of Insurance / Insurance
Certificates that can't be matched to an
agreement / contract but vendor may be
doing business with the Agency
11 years Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Longest Statute of
Limitations is 10 years; CCP §337 et seq.; GC
§34090
Financial
Services /
Purchasing
FN-055
Price Agreements / Alliance Agreements
(Products)
(Services that do not modify Infrastructure -
painting, carpeting, office supplies, etc.)
Completion
+ 5 years
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Department preference (meets municipal
governmental auditing standards); Statute of
Limitations: Contracts & Spec's=4 years, E&O
is not applicable; CCP §§336(a), 337 et. seq.,
GC §34090
Financial
Services /
Purchasing
FN-057 Purchase Orders / Purchase Requisitions -
Over $10,000
Completion
+ 7 years
Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (meets municipal
government auditing standards); GC §34090
Financial
Services /
Purchasing
FN-058 RFP (if Purchasing is the Lead), Successful
Bid, Contract, Bonds
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (meets municipal
governmental auditing standards); Statute of
Limitations: Errors & Omissions = 10 years;
Contracts & Spec's=4 years, CCP §§336(a),
337 et. seq., GC §34090
Financial
Services /
Purchasing
FN-059 RFQ, Quotation Request, Successful Bid,
Contract, Bonds
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (meets municipal
governmental auditing standards); Statute of
Limitations: Errors & Omissions = 10 years;
Contracts & Spec's=4 years, CCP §§336(a),
337 et. seq., GC §34090
Financial
Services /
Purchasing
FN-060 RFQs, RFPs, etc. where ALL bids are
rejected (includes bids) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090

FINANCIAL SERVICES / REVENUE
Financial
Services /
Revenue
FN-063 Collection Agency Assignments 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Negative credit
information remains on credit reports for 7 - 10
years; Meets auditing standards; City does not
Lien property (Liens are good for 10 years from
recording date, and may be extended by rerecording lien); WC 36729; GC §34090 BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 346
Ver. 62.0 RECORDS RETENTION SCHEDULE: FINANCIAL SERVICES (Accounting, Accts. Payable, Payroll, Purchasing, Revenue) Page FIN-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Financial
Services /
Revenue
FN-065 Miscellaneous Cash Transactions - BWP 5 years Yes: Until Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets municipal
government auditing standards); GC §34090
Financial
Services /
Revenue
FN-066 Miscellaneous Receipts - General
Government 5 years Yes: Until Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets municipal
government auditing standards); GC §34090
Financial
Services /
Revenue
FN-068 Parking Ticket System Summary 5 years Yes: Until Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets municipal
government auditing standards); GC §34090
Financial
Services /
Revenue
FN-069 Property Damage Reports 5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets municipal
government auditing standards); GC §34090
Financial
Services /
Revenue
FN-070 Transient Occupancy Tax / Transient
Parking Tax 5 years Yes: Until Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets municipal
government auditing standards); GC §34090
Financial
Services /
Revenue
FN-072 Utility Users Tax Exemption Records /
Reports
Expiration +
2 years
Yes: Until
Expired
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 347
Ver 19.0 RECORDS RETENTION SCHEDULE: FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Ops / Suppression) Page FD-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 unless otherwise noted, 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, pending public records requests, and/or investigations suspend normal retention periods (retention begins after settlement).

FIRE / ADMINISTRATION
Fire /
Admin. FR-001 Apparatus / Equipment Records / Testing (including hoses) Disposal + 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; Statute of Limitations
for Health Providers is 3 years; OSHA requires
1 year; State requires 2 years; 8 Cal Code
Reg. §3203(b)(1), CCP §340.5, GC §34090
Fire /
Admin. FR-002 Auxiliary Generator Maintenance Disposal + 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; GC §34090
Fire /
Admin. FR-003 Emergency Medical Membership Application Forms 2 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
GC §34090
Fire /
Admin. FR-004 Fire Training Database
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Data is interrelated; GC §34090 et seq.

Fire /
Admin. FR-005 Homeland Security / Emergency Plans / Disaster Preparedness Manuals, etc.

When
Superseded
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; GC §34090
Fire /
Admin. FR-006 ISO Insurance Ratings 15 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Department Preference (rated every 10 years);
GC §34090
Fire /
Admin. FR-007 Maintenance Record (State Buildings, Churches, Schools) P Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; GC §34090
Fire /
Admin. FR-010 Personnel Background Packet - Fire
Employees (Successful)
Separation +
3 years
Yes:

Before
Separation
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; EEOC / FLSA / ADEA
(Age) requires 1-3 years; State Law requires 2 -
3 years; 29 CFR 1602 et seq & 1627.3(b), 2
CCR 7287.0(c)(2), 8 CCR §11040.7( c), GC
§§12946, 12960, 34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026
348
Ver 19.0 RECORDS RETENTION SCHEDULE: FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Ops / Suppression) Page FD-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 unless otherwise noted, 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, pending public records requests, and/or investigations suspend normal retention periods (retention begins after settlement).

Fire /
Admin. FR-011 Personnel Background Packet - Fire
Employees (Unsuccessful) 3 years
Yes:

Before
Separation
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; EEOC / FLSA / ADEA
(Age) requires 1-3 years; State Law requires 2 -
3 years; 29 CFR 1602 et seq & 1627.3(b), 2
CCR 7287.0(c)(2), 8 CCR §11040.7( c), GC
§§12946, 12960, 34090
Fire /
Admin. FR-012
Personnel File - Fire Employees
Accident Investigations
No Disciplinary Action
Review by
Safety
Committee +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; State & Federal laws
require 2 -3 years; 29 CFR 1602.31 &
1627.3(b)(1), 8 CCR §3204(d)(1) et seq., GC
§§12946, 12960, 34090
Fire /
Admin. FR-013
Personnel File - Fire Employees
Disciplinary Actions
Separation +
6 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; State & Federal laws
require 2 -3 years; 29 CFR 1602.31 &
1627.3(b)(1), 8 CCR §3204(d)(1) et seq., GC
§§12946, 12960, 34090
Fire /
Admin. FR-014
Personnel File - Fire Employees
Personnel Investigations / Complaints (Against
Personnel) No Disciplinary Action
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; State & Federal laws
require 2 -3 years; 29 CFR 1602.31 &
1627.3(b)(1), 8 CCR §3204(d)(1) et seq., GC
§§12946, 12960, 34090
Fire /
Admin. FR-015
Personnel File - Fire Sworn (non-civilian)
Employees
(Evaluations, Training Documentation,
Commendations, Licenses / Certifications,
Disciplinary Action Listing, Personnel
Investigations, Complaints)
Separation +
6 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Civilian Employees follow City-wide Standards;
Department Preference; 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 1602.14; 29 CFR
1602.31 & 1627.3(b)(1), 8 CCR §3204(d)(1) et
seq., GC §§12946, 12960, 34090; 29 USC
1113, LC §1198.5; GC §3105
Fire /
Admin. FR-017
Personnel Training File - Fire Employees
(Includes Certificates not sent to Management
Services)
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; State & Federal laws
require 2 -3 years; 29 CFR 1602.31 &
1627.3(b)(1), 8 CCR §3204(d)(1) et seq., GC
§§12946, 12960, 34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026
349
Ver 19.0 RECORDS RETENTION SCHEDULE: FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Ops / Suppression) Page FD-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 unless otherwise noted, 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, pending public records requests, and/or investigations suspend normal retention periods (retention begins after settlement).

Fire /
Admin. FR-018 Post Accident Analysis / Accident Investigations (Accident Review Committee) 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), GC §34090.7; LC
§6429c
Fire /
Admin. FR-019 Programs / Projects (e.g. Cadet, CPR Program, Fire Service Day, etc.) 2 years Mag, Mfr, OD, Ppr S / I Yes:

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

Fire /
Admin. FR-019.1 Respirator Fit Test Database (excludes Public Works employees)
Separation +
30 years Yes Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
Department preference; Claims can be made
for 30 years for toxic substance exposure;
Claims are required for five years after the end
of compensation, or injury, whichever is longer;
8 CCR 5144, 8 CCR §3204(d)(1) et seq., 8
CCR 10102, 15400.2; GC §§12946, 12960,
34090 et seq.

Fire /
Admin. FR-019.2
Time Sheets (With Employee Signatures),
Rosters, Over-time sheets, Sick / Leave
paperwork
6 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference (only the summaries or
exception reports are sent to Payroll); Meets
auditing standards (audit + 4 years); IRS
requires 4 years; Ca. requires 2 yr min.; FTB
keeps 3 years; Published articles show 4 -10
years; IRS Reg §31.6001-1(e)(2), R&T §19530;
LC § 1174(d); GC §34090

FIRE / EMERGENCY MEDICAL SERVICES
Fire / EMS FR-021 AED (Automatic External Defibrillators) Inspections 2 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
GC §34090 et seq.

Fire / EMS FR-021.2 Controlled Substance Logs, Inventories / Ambulance Inventory Logs 3 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Department Preference - required for 3 years
after inventory or transaction; 21 CFR
§1304.04, 1310.04; 22 CCR 70263 and 71233;
FA §32003(e), B&P 4081; GC §34090
Fire / EMS FR-021.1 Emergency Medical Membership Billing Termination
of
Membership
+ 2 years
Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; (meets municipal
government auditing standards); GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026
350
Ver 19.0 RECORDS RETENTION SCHEDULE: FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Ops / Suppression) Page FD-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 unless otherwise noted, 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, pending public records requests, and/or investigations suspend normal retention periods (retention begins after settlement).

Fire / EMS FR-022 HIPAA Policies / Procedures (Health Insurance Portability / Accountability Act)
Superseded
+ 6 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
45 CFR 164.530(j)
Fire / EMS FR-023
Incident Report (Emergency Response Report /
Patient Care Reports / PCRs - Refusal for
Transportation (Includes e-PCR Database /
Electronic Patient Care Report Database)

JUVENILES
Age of
Majority (18
years old) +
10 years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; adults required for 10
years for Medi-Cal patients, 7 years for nonMedi-Cal adults; minors until 1 year after age of majority, but not less than 10 years for MediCal patients, 7 years for non-Medi-Cal minors; 10 years is recommended by AHIMA for
"healthcare providers"; Statute of Limitations for
health providers is 3 years; CCP §340.5, H&S
§§1797.98e 123145; 42 CFR 482.24(b); 22
CCR 97530.9(3), 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; GC
§30490
Fire / EMS FR-024
Incident Report (Emergency Response Report /
Patient Care Reports / PCRs - Refusal for
Transportation (Includes e-PCR Database /
Electronic Patient Care Report Database)
ADULTS
10 years Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; adults required for 10
years for Medi-Cal patients, 7 years for nonMedi-Cal adults; minors until 1 year after age of majority, but not less than 10 years for MediCal patients, 7 years for non-Medi-Cal minors; 10 years is recommended by AHIMA for
"healthcare providers"; Statute of Limitations for
health providers is 3 years; CCP §340.5, H&S
§§1797.98e 123145; 42 CFR 482.24(b); 22
CCR 97530.9(3), 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; GC
§30490
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026
351
Ver 19.0 RECORDS RETENTION SCHEDULE: FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Ops / Suppression) Page FD-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 unless otherwise noted, 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, pending public records requests, and/or investigations suspend normal retention periods (retention begins after settlement).

Fire / EMS FR-025
Personnel File - EMT Personnel
(Evaluations, Training Documentation,
Commendations, Licenses / Certifications,
Disciplinary Actions, Personnel Investigations,
Complaints)
Separation +
6 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; copies; GC §§12946,
12960, 34090.7
Fire / EMS FR-026 Oxygen Fill Records (Refilling of Oxygen Vessels) 2 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Preliminary drafts; GC §34090 et seq.

FIRE / FIRE MARSHAL / FIRE PREVENTION
Fire / Fire
Marshal &
Fire
Prevention
FR-027 Billing for Filming / Standby Report 2 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
Police issues Filming Permits; GC §34090
Fire / Fire
Marshal &
Fire
Prevention
FR-030
Fire Incident RMS Database
Includes Fire Citations / Notice of Violations,
Drill Reports, Inspection Reports, Fire Permits,
Weed Abatement
Indefinite -
Life of the
Structure or
Activity, or
Minimum 5
years,
Whichever is
Longer
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Data is interrelated; CFC §§ 1.8.4.3.1, 104.7 –
104.7.4 and 107.5; GC §34090 et seq.

Fire / Fire
Marshal &
Fire
Prevention
FR-031.1
Fire Inspections / Business Inspection Files /
Occupancy Inspections (Approvals,
Inspections, Fires, Modification / Alternative
Methods / Materials)
Life of the
Structure or
Activity, or
Minimum 5
years,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S/I
Yes:

After QC
& OD
Stored in Fire House; Department preference;
California Fire Code requires 5 years or Life of
the Structure or Activity for Approvals,
Inspections, Fires, Modification / Alternative
Methods or Materials; CFC §§ CFC §§

1.8.4.3.1, 104.7 – 104.7.4; GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026
352
Ver 19.0 RECORDS RETENTION SCHEDULE: FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Ops / Suppression) Page FD-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 unless otherwise noted, 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, pending public records requests, and/or investigations suspend normal retention periods (retention begins after settlement).

Fire / Fire
Marshal &
Fire
Prevention
FR-032 Fire Sprinkler Plans / Fire Alarm Plans Life of the Structure
Mag, Mfr,
OD, Ppr S/I
Yes:

After QC
& OD
Department Preference (no legal mandates;
Building has Building Plans, property owner's
records); Records are required to be retained
for Completion + 180 days; CFC §106.4 GC
§34090 et seq.

Fire / Fire
Marshal &
Fire
Prevention
FR-033 Investigation Reports - Arson / Capital Crimes P Mag, Mfr,
OD, Ppr S / I
Yes:

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

Fire / Fire
Marshal &
Fire
Prevention
FR-034
Investigation Reports – Other than Arson,
Capital Crimes / Reports Not Maintained in
Firehouse Database
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; California Fire Code
requires 5 years; CFC §§ 1.8.4.3.1, 104.7 –
104.7.4 and 107.5; GC §34090 et seq.

Fire / Fire
Marshal &
Fire
Prevention
FR-037 Pre-plan Sheets When
Superseded
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Preliminary drafts; GC §34090 et seq.

Fire / Fire
Marshal &
Fire
Prevention
FR-038 Public Information / Education (when produced
internally) 2 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; GC §34090

FIRE / OPERATIONS / SUPPRESSION
Fire /
Operations FR-041 Station "Day Books" P
Mag, Mfr,
OD, Ppr S/I
Yes:

After QC
& OD
Retained for historical and administrative value;
GC §34090
Lead Dept. FR-042 Vehicle Safety Checks / Daily Vehicle Inspections / Daily Equipment Checks 2 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
GC §34090
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353
Ver. 12.0 RECORDS RETENTION SCHEDULE: INFORMATION TECHNOLOGY Page IT-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Department preference; 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 Network Configuration Maps / Plans
When No
Longer
Required
Yes Mag.

Department preference; Preliminary documents
not retained in the ordinary course of business;
GC §34090 et seq.

Information
Technology IT-003 Support Documentation for Application Configurations When
Superseded,
or 5 years,
Whichever is
Longer
Yes Mag.

Department preference; Preliminary
documents not retained in the ordinary course
of business; GC §34090 et seq.

Information
Technology IT-003.1

UNALTERABLE MEDIA / IMMUTABLE

MEDIA (CLOUD IMMUTABLE BACKUP) /
WORM / DVD-r / CD-r / Blue Ray-R / other
unalterable media that does not permit
additions, deletions, / changes
Follows
Retention of
Official
Electronic
Record
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, et seq.,
12168.7, EVC 1550, CCR 22620 et seq.

BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 354
Ver. 24.0 RECORDS RETENTION SCHEDULE - LIBRARY SERVICES Page LIB-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 Citywide Standards Retentions begin when the act is completed unless otherwise noted, 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, pending public records requests and/or investigations suspend normal retention periods (retention begins after settlement).

LIBRARY SERVICES
Lead Dept. LIB-003
Grants: LSCA (Library Services /
Construction), LSTA (Library Services /
Technology), SLRC (State Literacy Resource
Centers), CLLS (California Library Literacy
Services); CLSA (California Library Services
Act, IMLS (Institute of Museum / Library
Services), / PLF (Public Library Foundation)
ONLY. For all others, follow City-wide
Schedule. (SUCCESSFUL Reports, / Financial
Information) Send copy of application / award
to Administrative Services
Final
Expenditure
+ 5 years

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

After QC
& OD
Per California State Library Records
Management Program Requirements (April 27,
1998); GC §34090
Library
Services LIB-003.1 Historical Item Donation Release Forms P Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Library
Services LIB-002 Incident Reports 3 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Department Preference; GC §34090
Library
Services LIB-007 Inter-Library Loan Records - Patron Check out / Check in (not accessible to the public) No Longer
than 90 days
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Preliminary draft not retained in the ordinary
course of business; GC §34090 et seq.

Library
Services LIB-013 Library Management System / Database
Indefinite -
Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Data Fields / Records are interrelated; GC
§34090
Library
Services LIB-017 Release Forms (Artists / Exhibitors / Performers / Programs) 2 years Yes:

Before
Event
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 355
Ver. 46.0 RECORDS RETENTION SCHEDULE: MANAGEMENT SERVICES (Human Resources, Safety, Risk Management)
Page MS-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

MANAGEMENT SERVICES / HUMAN RESOURCES
Manag.

Services /
Human
Resources
MS-000
ADA Records (Americans with Disabilities
Act) - Employee Related
(Translations, Investigations, etc.)
Separation + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; EEOC / FLSA /
ADEA (Age) requires 1-3 years; State Law
requires 4 years for employment actions; 29
CFR 1602 et seq & 1627.3(a)(5) and (6), 2
CCR 11013(c), 8 CCR §11040.7(7)(C), GC
§§12946, 12960, 34090; 49 CFR §27.121(b);
Manag.

Services /
Human
Resources
MS-000.5
1095-C, 1094-C (Employer-Provided Health
Insurance Offer / Coverage / Transmittal
Form)
Completion +
10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; IRS: 4 years after
tax is due or paid; 26 CFR 31.6001-1(e)(2);
GC §34090
Manag.

Services /
Human
Resources
MS-001
ADA Records (Americans with Disabilities
Act) - Non-Employee
(Translations, Investigations, etc.)
Completion +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; EEOC / FLSA /
ADEA (Age) requires 1-3 years; State Law
requires 2 - 3 years; 29 CFR 1602 et seq &
1627.3(a)(5) and (6), 2 CCR 11013(c), 8
CCR §11040.7(7)(C), GC §§12946, 12960,
34090; 49 CFR §27.121(b);
Manag.

Services /
Human
Resources
MS-002
Affirmative Action: EEO-4 Reports /
records required to generate EEO-4 report
(Self-Identification Form, etc.)
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
29 CFR 1602.30; 29 CFR 1602.31, 29 CFR
1602.32; GC §34090
Manag.

Services /
Human
Resources
MS-021 Background File: Background sheets,
including LiveScan Response Information
Separation + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; statute of limitations
for EEOC/FLSA/ADEA (Age) requires 3
years for promotion, demotion, transfer,
selection, or discharge; State Law requires 4
years; 29 CFR 1602.31 & 1627.3(b)(1), GC
§§12946, 12960, 34090
Manag.

Services /
Human
Resources
MS-005 Benefit Brochures / Forms When
Superseded
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Non-records
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 356
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Page MS-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Manag.

Services /
Human
Resources
MS-006
Benefit Plan Documents / Summary Plan
Descriptions (Dental, Medical, CalPERS,
etc.)
Termination
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; 29 CFR
1627.3(b)(2); 29 USC 1027; GC §§12946,
12960, 34090
Manag.

Services /
Human
Resources
MS-007 Enrollments: COBRA / Retiree Medical
Termination of
Service + 5
years
Yes: During
Service
Mag, OD,
Mfr, Ppr S / I Yes: After QC & OD
Retained to cover auditing standards; GC
§34090
Manag.

Services /
Human
Resources
MS-009 Civil Service Board Appeals 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Manag.

Services /
Human
Resources
MS-012
Classification / Reorganization Studies (for
employee classifications / department
structures)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
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, 34090
Manag.

Services /
Human
Resources
MS-013 Classification Files / Specifications / Job
Specifications P
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 4 years; retirement
benefits is 6 years from last action; 29 CFR
1602.31 & 1627.3(b)(1), GC §§12946,
12960, 34090
Manag.

Services /
Human
Resources
MS-014 Compensation Surveys / Studies / Salary
Surveys 25 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; PERS requires 5
years for Compensation Earnable (usually
compensation is adopted via Resolution of
the City Council); 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, 2 CCR 270.5; GC
§§12946, 12960, 34090
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 357
Ver. 46.0 RECORDS RETENTION SCHEDULE: MANAGEMENT SERVICES (Human Resources, Safety, Risk Management)
Page MS-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Manag.

Services /
Human
Resources
MS-014.1 COVID-19 Notifications to Employees 2 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference ;8 CCR §3205(j), GC
§34090;
Manag.

Services /
Human
Resources
MS-014.2 DE-34 Form, Report of New Employees 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department Preference; IRS: 4 yrs after tax
is due or paid; Ca. FTB: 3 years; Articles
show 7 years; IRS Reg §31.6001-1(e)(2),
R&T §19530; 29CFR 516.5 - 516.6, 29USC
436, GC §34090
Manag.

Services /
Human
Resources
MS-014.3 Disciplines (City-wide, Non-Sworn) Final Action + 5 years
Yes: Until
Separation
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 4 years; ; 29 CFR
1602.14; 29 CFR 1602.31 & 1627.3(b)(1),
GC §§12946, 12960, 34090; 29 USC 1113,
LC §1198.5; GC §3105
Manag.

Services /
Human
Resources
MS-016 Employee Service Awards Records 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
Manag.

Services /
Human
Resources
MS-019 Human Resources Database (Oracle)
Indefinite -
Minimum
Separation +
30 years
Yes Mag Data Fields / Records are interrelated; GC
§34090
Manag.

Services /
Human
Resources
MS-019.1 LiveScan Applications / Fingerprint
Applications (Public) 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC§ 34090 et seq.

BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 358
Ver. 46.0 RECORDS RETENTION SCHEDULE: MANAGEMENT SERVICES (Human Resources, Safety, Risk Management)
Page MS-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Manag.

Services /
Human
Resources
MS-020
Labor Relations Files / Employee
Negotiations
(Negotiation Notes, Correspondence,
Interpretation of MOU Provisions,
Documentation, etc.)
10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (preliminary drafts);
GC §34090; 29 CFR 405.9
Manag.

Services /
Human
Resources
MS-015
Labor: California Civil Rights Department
(CRD) / Department of Fair Employment /
Housing (DFEH / EEOC) Claims /
Harassment Claims
Separation + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
All State and Federal laws require retention
until final disposition of formal complaint;
State requires 4 years after "fully and finally
disposed"; 2 CCR 11013(c); GC §§12946,
12960, 34090
Manag.

Services /
Human
Resources
MS-018 Labor: Grievances / Information Complaints
(all)
Disposition +
5 years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
All State and Federal laws require retention
until final disposition of formal complaint;
State requires 2 years after action is taken;
29 CFR 1602.31 & 1627.3(b)(1),GC
§§12946, 12960, 34090; 29 USC 1113, LC
1174, 29 CFR 405.9
Manag.

Services /
Human
Resources
MS-022 Organization Charts P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Considered
transitory / preliminary draft; GC §34090,
GC §7920.530
Manag.

Services /
Human
Resources
MS-023
Personnel Files - All Employees
Includes Oaths of Office, I-9s, Training
Certificates, etc.

Separation + 6
years
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; 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; ;
29 CFR 1602.14; 29 CFR 1602.31 &
1627.3(b)(1), GC §§12946, 12960, 34090; 29
USC 1113, LC §1198.5; GC §3105; LC
§§1198.5,
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 359
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Page MS-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Manag.

Services /
Human
Resources
MS-024
Personnel Files - Medical File (all
employees)
Includes Breathing Apparatus Fit Tests / Xrays, Family / Medical Leave Records, Respirator Fit Tests
Separation +
30 years, or
Termination of
Benefits + 5
years,
Whichever is
Longer
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; GC §§12946, 12960, 34090; 29
CFR 1910.1020(d)(1)(i); 29 CFR 1627.3
Manage.

Services /
Human
Resources
MS-024.1 Personnel Requisitions 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Manag.

Services /
Human
Resources
MS-025
Recruitment / Examination Files (Blue
Folders)
(Includes Test Results, etc.)
4 years; Up
to, but No
More Than the
3 Most Recent
Recruitments
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; statute of limitations
for EEOC/FLSA/ADEA (Age) requires 3
years for promotion, demotion, transfer,
selection, or discharge; State Law requires 4
years; 29 CFR 1602.31 & 1627.3(b)(1), GC
§§12946, 12960, 34090
Manag.

Services /
Human
Resources
MS-026
Recruitment / Examination Files (Orange
Folders)
(Testing Master File)
4 years; Up
to, but No
More Than the
3 Most Recent
Recruitments
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; statute of limitations
for EEOC/FLSA/ADEA (Age) requires 3
years for promotion, demotion, transfer,
selection, or discharge; State Law requires 4
years; 29 CFR 1602.31 & 1627.3(b)(1), GC
§§12946, 12960, 34090
Manag.

Services /
Human
Resources
MS-026.1 Recruitment Exam Plan Database
(NeoGov) 5 years Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Per NeoGov Policy; EEOC / FLSA / ADEA
(Age) requires 1-3 years; State Law requires
4 years; 29 CFR 1602 et seq & 1627.3(a)(5)
and (6), 2 CCR 11013(c), 8 CCR
§11040.7(7)(C), GC §§12946 GC §34090
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 360
Ver. 46.0 RECORDS RETENTION SCHEDULE: MANAGEMENT SERVICES (Human Resources, Safety, Risk Management)
Page MS-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Manag.

Services /
Human
Resources
MS-027 Recruitment File: Eligibility Folders (Green
Folders)
4 years; Up
to, but No
More Than the
3 Most Recent
Recruitments
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; statute of limitations
for EEOC/FLSA/ADEA (Age) requires 3
years for promotion, demotion, transfer,
selection, or discharge; State Law requires 4
years; 29 CFR 1602.31 & 1627.3(b)(1), GC
§§12946, 12960, 34090
Manag.

Services /
Human
Resources
MS-029 Roster Cards / Historical Employee
Records P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Manag.

Services /
Human
Resources
MS-030
Studies / Surveys Conducted on Behalf of
the City (Attrition, Benefits, Succession
Planning, Turnover, etc.)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Manag.

Services /
Human
Resources
MS-030.5
Verifications of Employment, Child Support,
etc. (for home purchases, mortgage loans,
etc.)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Not a City record / Content does NOT relate
in a substantive way to the conduct of the
public's business; GC §34090 et seq
Manag.

Services /
Human
Resources
MS-030.6
Workplace Violence – Hazard identification,
evaluation, correction, incident logs,
investigations, Training, etc.
5 years Mag, Ppr LC §6401.9(f), GC §34090
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Page MS-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

MANAGEMENT SERVICES / SAFETY
Manag.

Services /
Safety
MS-032 Disposal / HazMat Disposal / Hazardous
Waste Manifests P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; (City has "cradle to
grave" liability); only 3 years is mandated; 22
CCR 66262.40; GC §34090 et. seq.

Manag.

Services /
Safety
MS-033 Disposal / Used Oil Disposal / NonHazardous Waste 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference - Received Grant
Funding (see City-wide Grants); 22 CCR
66266.130(c)(5), H&S §25250.18(b),
25250.19(a)(3) et seq. GC §34090 et. Seq
Manag.

Services /
Safety
MS-034 Incident Analysis Reports 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), GC §34090; LC
§6429c
Manag.

Services /
Safety
MS-041 DMV Pull Notices - NO Suspension of a
driver’s license / DUI 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Transitory or source records not retained in
the ordinary course of business; CHP audits
every 2 years; Bureau of National Affairs
recommends 2 years for all supplementary
Personnel records; GC §34090
Manag.

Services /
Safety
MS-041.1 DMV Pull Notices - WITH Suspension of a
driver’s license / DUI
After Drivers
Record is
Clear -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; CHP audits every 2
years; Bureau of National Affairs
recommends 2 years for all supplementary
Personnel records; GC §34090
Manag.

Services /
Safety
MS-042
Drug / Alcohol DOT Results (Positives /
Negatives)
City Clerk Maintains City Council Test
Results (Non-DOT Tests)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
D.O.T. Requires 5 years for positive tests, 1
year for negative tests; EEOC/FLSA/ADEA
(Age) requires 3 years physical
examinations; State Law requires 2 years; 29
CFR 1672.3(b)(v), GC §§12946, 12960,
34090, 49 CFR 655.71 et seq.; 49 CFR
382.401 et seq; 49 CFR 653.71 et seq.

Manag.

Services /
Safety
MS-042.1 Safety Committee Agendas / Review 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference to be consistent with
OSHA requirements; 8 CCR §3203(b)(1), GC
§34090; LC §6429c
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Ver. 46.0 RECORDS RETENTION SCHEDULE: MANAGEMENT SERVICES (Human Resources, Safety, Risk Management)
Page MS-8
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Manag.

Services /
Safety
MS-037
Safety: OSHA Inspections / Citations, Log
200 / Log 300, 301, 301A, Safety
Committee Minutes
7 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; OSHA requires 5
years; Calif. Labor Division is required to
keep their records 7 years; State law
requires 2 years; 8 CCR 14300.33, 8 CCR
§3203(b)(1), GC §34090; LC §6429c

MANAGEMENT SERVICES / RISK MANAGEMENT
Manag.

Services /
Risk
Manag.

MS-038 Actuarial Reviews / Actuarial Studies (SelfInsured) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Manag.

Services /
Risk
Manag.

MS-046 Incident Analysis 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Manag.

Services /
Risk
Manag.

MS-043 Insurance Policies - Fire, Theft, Property,
etc. P
Yes: Until
Expired
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Manag.

Services /
Risk
Manag.

MS-044 Insurance Policies - General Liability P
Yes: Until
Expired
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Covers various
statute of limitations; CCP §§ 337 et seq.;
GC §§ 911.2, 945, 34090, 34090.6; PC
§832.5
Manag.

Services /
Risk
Manag.

MS-039 Liability Claims
Final
Resolution + 5
years
Yes: Until
Resolution
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Covers various
statute of limitations; CCP §§ 337 et seq.;
GC §§ 911.2, 945, 34090, 34090.6; PC
§832.5
Manag.

Services /
Risk
Manag.

MS-039.1 Liability Claims Database
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data Fields / Records are interrelated; GC
§34090
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 363
Ver. 46.0 RECORDS RETENTION SCHEDULE: MANAGEMENT SERVICES (Human Resources, Safety, Risk Management)
Page MS-9
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

City
Attorney MS-045 Liability Lawsuits / Litigation (Claims that are Litigated) Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD City Attorney is OFR; GC §34090.7 Manag.

Services /
Risk
Manag.

MS-048
Workers Compensation / Disability Claims /
Employee Accident Reports
Includes all Accident, Incident, / Injury
Reports / associated MSDS
Separation +
30 years, or
Termination of
Benefits + 5
years,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Claims can be made
for 30 years for toxic substance exposure;
Claims are required for five years after the
end of compensation, or injury, whichever is
longer; 8 CCR §3204(d)(1) et seq.,8 CCR
5144, 8 CCR 15400.2; GC §§12946, 12960,
34090
BURBANK, CA ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 364
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

PARKS, RECREATION AND COMMUNITY SERVICES
Parks, Rec.
&
Community
Services
PR&CS-001 Agreements for Contractors: Class Instructors, Sports Leagues, etc.

Completion +
5 years
Yes: Until
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; The statute of limitation
for errors and omissions is not applicable; CCP
§§336(a), 337 et. seq., GC §34090
Parks, Rec.
&
Community
Services
PR&CS-005 Daily Service Unit Counts (Nutrition Center,
etc.) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (meets grant auditing
requirements); GC §34090
Parks, Rec.
&
Community
Services
PR&CS-006 Employee Safety Committee Minutes 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department Preference; OSHA requires 5
years; Calif. Labor Division is required to keep
their records 7 years; State law requires 2
years; 8 CCR §3203(b)(1), GC §34090; LC
§6429c
Parks, Rec.
&
Community
Services
PR&CS-008 Historical Records (of Significant Historical Value)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Parks, Rec.
&
Community
Services
PR&CS-009 Inspection Reports - Bleachers, Playground
Equipment, etc. 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Parks, Rec.
&
Community
Services
PR&CS-010.1 Marketing / Flyers
When
superseded
or 90 days,
whichever is
less
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary Drafts / Content is not substantive;
GC §7920.530; 64 Ops. Cal. Atty. Gen. 317
(1981)); City of San Jose v. Superior Court
(Smith). S218066. Supreme Court of California,
2017
Parks, Rec.
&
Community
Services
PR&CS-010.5 Memorial Tree Dedications P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 365
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
PR&CS-011 Operating Statements: Golf Shop, Sign-ins for Golf 2 years Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Parks, Rec.
&
Community
Services
PR&CS-017 PASS Subsidy Program Applications (Program,
Activity / Services Subsidy) 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Parks, Rec.
&
Community
Services
PR&CS-012
Permits / Facility Use Permits / Equipment
Applications, Books, Alcoholic Beverage
Applications
Includes Certificates of Insurance
2 years
Yes:

Before
Event
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Parks, Rec.
&
Community
Services
PR&CS-007 Program Surveys / Class Surveys (Program
Feedback / Evaluations) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (Preliminary Drafts /
Transitory records not retained in the ordinary
course of business); GC §34090
Parks, Rec.
&
Community
Services
PR&CS-014 Recreation Database
Indefinite -
Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; data is interrelated;
GC §34090
Parks, Rec.
&
Community
Services
PR&CS-014.1 Recreation Guide 10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 366
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
PR&CS-015
Registration / Trip Permits / Fee / Charge /
Liability Forms / Release of Liability Forms /
Permissions / Sign-in Sheets / After School
Program / Day Camp Program / Custody
Orders / Restraining Orders for Minors etc.:

Camps, Field Trips, Authorization to give
Medicine, etc.

Current + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Parks, Rec.
&
Community
Services
PR&CS-018 Score Cards
At
Conclusion
of the
Season
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (Preliminary Drafts /
Transitory records not retained in the ordinary
course of business); GC §34090
Parks, Rec.
&
Community
Services
PR&CS-019 Senior Food / Lunch Program Registrations
(Confidential) 4 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD City administers program for the County; meets
Uniform Grant Requirements; Uniform Admin.

Requirements for Grants to Local Governments
is 3 years from expenditure report; 2 CFR
200.333; 24 CFR 570.502(a)(7), GC §34090
Parks, Rec.
&
Community
Services
PR&CS-022 Swimming Pool Chemicals: Log of Chemicals
Manually Added to City Swimming Pools 2 years Mag, Mfr, OD, Ppr S/I Yes: After QC & OD 22 CCR 65523; GC §34090 Parks, Rec.
&
Community
Services
PR&CS-023 Swimming Pool Chemicals: Water Testing
(ph., etc.) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD 22 CCR 65523; GC §34090 Parks, Rec.
&
Community
Services
PR&CS-024 Tree Database (Tree Keeper)
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; data is interrelated;
GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 367
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
PR&CS-020
Tree Service Requests - Forestry / Street Trees
- Not entered into the Tree Database (Tree
Keeper)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Parks, Rec.
&
Community
Services
PR&CS-020.1
Volunteer / Burbank Volunteer Program (BVP) /
Unpaid Intern Applications / Agreements -
Unsuccessful / Pending Applicants
Includes Leadership Programs, Counselor in
Training, Youth, RISE, etc.
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Consistent with employee personnel files
(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), 8
CCR §3204(d)(1) et seq., GC §§12960, 34090
Parks, Rec.
&
Community
Services
PR&CS-020.2
Volunteer / Burbank Volunteer Program (BVP) /
Unpaid Intern Applications / Agreements
(includes emergency contact information) -
Successful Applicants
Includes Leadership Programs, Counselor in
Training, Youth, RISE, etc. - Awards,
Graduation, etc.

Inactive /
Separation +
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Courts treat volunteers as employees;
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), 8 CCR
§3204(d)(1) et seq., GC §12960, 34090; 29
USC 1113

PARKS, RECREATION AND COMMUNITY SERVICES / ANIMAL SHELTER Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-021 Address Activity File (includes original notices of violations, copies of various documents) 5 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Covers various statute
of limitations; CCP §§336(a), 337 et. seq., GC
§34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-022 Adoption Application / Questionnaire -
APPROVED 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 368
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-023 Adoption Application / Questionnaire - DENIED P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; , GC §34090 Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-024 Animal Registration Database
Indefinite -
Minimum 3
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Data is interrelated;
GC §§12946, 12960, 34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-025 Animal Registration Report 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-026 Animal Trap Agreements 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-027 Bite Reports / Rabies Control Records 5 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 369
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-028 Complaints - Regarding Animals 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-029 Controlled Substance Inventory Records 3 years Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
3 years is required; FA §32003(e), B&P 4081;
GC §34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-030 Daily Dispatch Log 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-031 Deposits / Oracle Deposits / Deposit Batch
Slips 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference - meets municipal
government auditing standards (not all detail is
sent to Finance); GC §34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-032 Donations Receipts 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference - meets municipal
government auditing standards (not all detail is
sent to Finance); GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 370
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-033 Euthanasia Log 3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to support treatment
records; Considered transitory / preliminary
drafts. GC §34090, GC §7920.530
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-034 Impound Notices / Contact Requests 3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; 3 years is required for
animal treatment records; FA §32003(e), PC
§597.1(d); CCP §§336(a), 337 et. seq., GC
§34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-035 Owner Relinquishment Forms / No Kill Contact" 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference; 3 years is required for
animal treatment records; FA §32003(e), PC
§597.1(d); CCP §§336(a), 337 et. seq., GC
§34090
Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-036 Kennel Inspection Reports 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-037 Kennel Inspection Reports / Closed Businesses 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 371
Ver. 25.1 RECORDS RETENTION SCHEDULE: PARKS, RECREATION AND COMMUNITY SERVICES Page PRCS-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 unless otherwise noted, 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 requests, and/or investigations suspend normal retention periods (retention resumes after settlement).

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-038 Microchip Records 20 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Used for locating animals; GC §34090 et seq.

Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-039 Officer's Daily Log 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Parks, Rec.
&
Community
Services /
Animal
Shelter
PR&CS-040 Record of All Efforts to Contact Owner /
Microchip’s Primary Registrant
Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD FA 31108.3 and 31752.1; GC §34090 Parks, Rec.
&
Community
Services
Animal
Shelter
PR&CS-041 Treatment Records (Vaccination records,
Euthanasia, medical treatments, etc.)
Minimum 3
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
3 years is required; FA §32003(e), PC
§597.1(d); CCP §§336(a), 337 et. seq., GC
§34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 372
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

POLICE / ADMINISTRATION / CHIEF OF POLICE
Police /
Admin. /
Chief
PD-024
Background Jackets for Employees /
Volunteers
Includes LiveScan responses for all full-time
City employees
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference to cover the possible
length of employment of any employee or
volunteer; P.O.S.T. requires appointments for 3
years; § 34090 et seq.

Police /
Admin. /
Chief
PD-001 Bulletins / BPD Bulletin 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
Chief
PD-066 Business Permits (Regulatory) - BUSINESS
OWNER: Massage, Second Hand, etc.

Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Admin. /
Chief
PD-067 Business Permits (Regulatory) - Record
Check of Applicant Denial Letter 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Admin. /
Chief
PD-068
Business Permits (Regulatory) -
TECHNICIAN / EMPLOYEES; Massage
Technician, etc.

Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Admin. /
Chief
PD-053 Canine (Police Dogs) Team Evaluations 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Admin. /
Chief
PD-002 Carry Concealed Weapon Permits (CCW) -
Approved
Expiration +
10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Admin. /
Chief
PD-003 Carry Concealed Weapon Permits (CCW) -
Denied 10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Admin. /
Chief
PD-003.2
Department-Initiated Personnel
Investigation WITHOUT sustained finding
of misconduct / No personnel action
Final
Disposition +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 373
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-003.2(a)
Department-Initiated Personnel
Investigation WITH sustained finding of
misconduct, including all supporting
documentation, resulting in MAJOR
discipline
Final
Disposition +
15 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (consistent with MOU);
GC§§12946, 12960, 34090
Police /
Admin. /
Chief
PD-003.2(b)
Department-Initiated Personnel
Investigation WITH sustained finding of
misconduct, including all supporting
documentation, resulting in MINOR
discipline
Final
Disposition +
10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (consistent with MOU);
GC§§12946, 12960, 34090
Police /
Admin. /
Chief
PD-003.2(c)
Department-Initiated Personnel
Investigation WITH sustained finding of
misconduct, including all supporting
documentation, resulting in WRITTEN
REPRIMAND / below
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (consistent with MOU);
GC§§12946, 12960, 34090
Police /
Admin. /
Chief
PD-005.1 Drug Action Expense Record 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; (meets municipal
government auditing standards); GC §34090
Police /
Admin. /
Chief
PD-006 Hazardous Material Exposure
Forward to
Manage.

Services
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Police /
Admin. /
Chief
PD-006.2
Internal Affairs Investigations - Complaints
by members of the public WITHOUT
sustained finding of misconduct
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State requires for at least 5 years for civilian's
complaints; 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 after the
discovery of the offense for misconduct in
office; EVC §1045, GC §§12946, 12960,
34090, PC §832.5, VC §2547; Burbank PD
Policy 300
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 374
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-006.3
Internal Affairs Investigations -
Complaints by members of the public
WITH sustained finding of misconduct
including all supporting documentation
Final
Disposition +
15 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD PC 832.7; GC§§12946, 12960, 34090 Police /
Admin. /
Chief
PD-004.1 Internal Audits (e.g., issued equipment, arrest reports, MDT usage, etc.) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Admin. /
Chief
PD-004.2 Officer Involved Shootings (OIS) 25 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Admin. /
Chief
PD-004.4 Officer Recordings: Body-Worn Cameras –
LOGS of Access / Deletion of Data P Mag PC§ 832.18(b)(5)(E); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.45
Recordings: Body-Worn Cameras –
Accidental Recordings Reviewed and
Approved for Deletion (Non-evidentiary)
After
Approval Mag
Department preference; consistent with Lexipol
policies (review, supervisory authorization, and
documentation required); PC§ 832.18 et seq.

GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.5 Officer Recordings: Body-Worn Cameras -
Officer Involved Shootings (OIS) 25 years Mag Department Preference; PC§ 832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.6 Officer Recordings: Body-Worn Cameras -
that ARE evidence / Detention / Arrest
Follows the
Retention of
the
Evidence,
Minimum 3
years
Mag PC§ 832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.7 Officer Recordings: Body-Worn Cameras
that are not evidence 2 years Mag
Department preference; Those segments of
videos that are determined to be evidence are
copied onto a different tape and retained for the
same length of time as the crime report (see
crime reports for legal citations); 60-days is
required; PC§ 832.18(b)(5)(B)&(c); GC
§34090.6 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 375
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-004.8
Officer Recordings: In Car Camera (ICC)
Recordings - that are NOT evidence / Mobile
Audio/Video Recordings that are not
evidence
2 years Mag Department preference; PC§
832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.9
Officer Recordings: In Car Camera (ICC)
Recordings – Complaints Against Officers,
/ Mobile Audio/Video Recordings (Other than
Sustained).

Final
Disposition +
5 years
Mag Department preference; PC§
832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.10
Officer Recordings: In Car Camera (ICC)
Recordings – Officer Involved Shootings
(OIS), / Mobile Audio/Video Recordings
25 years Mag Department preference; PC§
832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-004.11
Officer Recordings: In Car Camera (ICC)
Recordings – that ARE evidence / Detention
/ Arrest, / Mobile Audio/Video Recordings.

Follows the
Retention of
the
Evidence,
Minimum 3
years
Mag Department preference; PC§
832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-058 Officer's Patrol Record (Hardcard) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
Chief
PD-029 Personnel Background Packet - City
Employees (Successful) Non-Sworn
Separation +
6 years
Yes:

Before
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; EEOC / FLSA / ADEA
(Age) requires 1-3 years; State Law requires 4
years; 29 CFR 1602.14, 2 CCR 11013(c); GC
§§12946, 12960, 34090
Police /
Admin. /
Chief
PD-008
Personnel Background Packet - Police
Department Employees / Reserves
Unsuccessful (not hired) Sworn
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; EEOC / FLSA / ADEA
(Age) requires 1-3 years; State Law requires 4
years; 29 CFR 1602.14, 2 CCR 11013(c); GC
§§12946, 12960, 34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 376
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-009
Personnel Files - Police Department
Employees / Reserves Background Packet
Includes Performance Evaluations, Training
Certificates, etc.

Separation +
6 years
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Calif. Labor Division is
required to keep their records 7 years; OSHA
requires safety training 5 years;
EEOC/FLSA/ADEA (Age) requires 3 years for
promotion, demotion, transfer, selection, or
discharge; State Law requires 4 years for
recruitment; 29 CFR 1627.3(b)(1), 8 CCR
§3204(d)(1) et seq., 2 CCR 11013(c); GC
§§12946, 12960, 34090
Manage.

Services /
Human
Resources
PD-009.2 Personnel Requisitions (copies only) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference (copies); BMC §2-1-
1007; GC §34090.7
City
Attorney PD-010 Pitchess Motion Notifications 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Admin. /
Chief
PD-012
Police Commission

CORRESPONDENCE / SUBJECT FILES
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; GC §§34090, 54960.1(c)(1)
Police /
Admin. /
Chief
PD-012.1
PUMA Audio Recordings (Portable Audio
Recordings) - Complaints Against Officers
(Other than Sustained)
Final
Disposition +
5 years
Mag
Department preference; compliance with
Burbank PD Policy 450.7.1 (1 year is mandated
by State Law); GC §34090.6; Burbank PD
Policy 450.7.1
Police /
Admin. /
Chief
PD-012.2
PUMA Audio Recordings (Portable Audio
Recordings) - Officer Involved Shootings
(OIS)
25 years Mag
Department preference; compliance with
Burbank PD Policy 450.7.1 (1 year is mandated
by State Law); GC §34090.6; Burbank PD
Policy 450.7.1
Police /
Admin. /
Chief
PD-012.3
PUMA Audio Recordings (Portable Audio
Recordings) - that ARE evidence /
Detention / Arrest
Follows the
Retention of
the
Evidence,
Minimum 3
years
Mag
Department preference; (up to 3 years to file a
felony case); compliance with Burbank PD
Policy 450.7.1 (1 year is mandated by State
Law); GC §34090.6; Burbank PD Policy 450.7.1
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 377
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-013 Pursuit Critiques 5 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; 29 USC 1113
Police /
Admin. /
Chief
PD-013.5
Report to the State Commission on Peace
Officer Standards / Training (POST
Commission) of peace officer employment,
compliant, finding, disposition, / judgement
pursuant to §PC 13510.9
Report of data regarding the number, type, /
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. /
Chief
PD-014
Reports, Studies regarding Police operations
(not historical - manpower, traffic analysis,
activity studies, calls for service, etc.)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC § 34090 et seq.

Police /
Admin. /
Chief
PD-014.1
Reports to the State Commission on Peace
Officer Standards / Training (POST
Commission) of peace officer employment,
compliant, finding, disposition, / judgement
pursuant to §PC 13510.9
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC § 34090 et seq.

Police /
Admin. /
Chief
PD-015 Request for Police Services 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Admin. /
Chief
PD-016 Reserve Police Duty Roster 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 378
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-017 Retirement Identification Card, Request for
Issuance P
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Admin. /
Chief
PD-004.3
Review of Officer Recordings: Body-Worn
Cameras - Complaints Against Officers
(Other than Sustained)
Final
Disposition +
5 years
Mag Department preference; PC§
832.18(b)(5)(B)&(C); GC §34090.6 et seq.

Police /
Admin. /
Chief
PD-062
Ride-Along Waiver Form / Program
Application / Card / Release / Waiver of
Claims (Adults / Minors)
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to accommodate DOJ's
audit cycle (now 3 years); GC §34090 et seq.

Police /
Admin. /
Chief
PD-062.1 Roll Call Area Checks 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
Chief
PD-062.2 Taxi License / Renewals 3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
Chief
PD-0
Use of Force Review WITHOUT Sustained
Finding of Misconduct (not as a result of a
complaint from a member of the public)
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State requires for at least 5 years for civilian's
complaints; 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 after the
discovery of the offense for misconduct in
office; EVC §1045, GC §§12946, 12960,
34090, PC § 832.5, VC §2547; Burbank PD
Policy 300
Police /
Admin. /
Chief
PD-062.3 Vehicle Accident Review
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090

POLICE / ADMINISTRATION / BUDGET / FINANCE
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 379
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-8
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Admin. /
Budget /
Finance
PD-018
Asset Forfeiture Records / Forfeiture
Notification / DOJ Equitable Sharing Program
Expenditures , Procurement, Reconciliation of
DOJ funds, DOJ Reports, etc.

Close + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets Federal DOJ guidelines (Equitable
Sharing Guide); GC §34090
Police /
Admin. /
Budget /
Finance
PD-018.2 Citation Management Monthly Invoice (the
Vendor generates this) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Meets municipal
government auditing standards); GC §34090
Police /
Admin. /
Budget /
Finance
PD-018.5 Deposits / Oracle Deposits / Deposit Batch
Slips 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Meets municipal
government auditing standards); GC §34090
Police /
Admin. /
Budget /
Finance
PD-143 Notice of Disruptive Gathering / Notice of
Violation - 2nd Response 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Admin. /
Budget /
Finance
PD-020 Phone Bills / Cell Phone Bills (Detailed
Backup) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Statement / Summary is sent to Finance,
detailed backup is kept in department; GC
§34090
Police /
Admin. /
Budget /
Finance
PD-021 Request for Reimbursement (Uniform /
Clothing Allowance) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 380
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-9
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Admin. /
Budget /
Finance
PD-019 Timesheets / Overtime Slips / Report (InTime
Database or Oracle) 6 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Overtime slips are Preliminary drafts (the time
card is the original); Department preference
(only the summaries or exception reports are
sent to Payroll); Meets auditing standards (audit
+ 4 years); IRS requires 4 years; Ca. requires 2
yr min.; FTB keeps 3 years; Published articles
show 4 -10 years; IRS Reg §31.6001-1(e)(2),
R&T §19530; LC § 1174(d); GC §34090;
Police /
Admin. /
Budget /
Finance
PD-022 Training Notice / Warrant Request 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
POLICE / ADMINISTRATION / COPS (Community Outreach and Personnel Services) Police /
Admin. /
COPS
PD-023 Authority to Release Personal Information 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
COPS
PD-035
Reserve Field Training Evaluation (Weekly /
Monthly Field Training maintained in Filed
Offices with the Training Officer)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to be consistent with
other Police Department training records; GC
§34090 et seq.

Police /
Admin. /
COPS
PD-036 Reserve Officer Activity Record 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Admin. /
COPS
PD-037 Retired Officer Firearm Qualifications /
Weapons Inspected 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

POLICE / ADMINISTRATION / PROFESSIONAL STANDARDS BUREAU (PSB) Police /
Admin. /
PSB
PD-025 City Property Issued P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Admin. /
PSB
PD-026 Course Evaluations 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 381
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-10
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Admin. /
PSB
PD-027 General Orders / Lexipol / Power DMS
(Department Policies / Procedures)
Superseded
+ 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC § 34090 et seq.

Police /
Admin. /
PSB
PD-030 Pistol Range Scores 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Admin. /
PSB
PD-031 Range Risk Agreement - Adult 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
(Claims must be filed within 6 months or 1
year); GC §34090 et seq.

Police /
Admin. /
PSB
PD-032 Range Risk Agreement - Minor 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
(Claims must be filed within 6 months or 1
year); GC §34090 et seq.

Police /
Admin. /
PSB
PD-038
Training Presented by City Staff -
Department Training Records - COURSE
RECORDS (Attendance Rosters, Sign-in
Sheets, Outlines / Materials; includes Ethics,
Harassment, Workplace Violence, Use of
Force Training, Safety Training, Tailgates)
7 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Rosters are sent to
POST; Calif. Labor Division is required to keep
their records 7 years; OSHA requires safety
training 5 years; Ethics, Harassment &
Workplace Violence 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; 29 CFR 1627.3(b)(1), 8 CCR
§3204(d)(1) et seq., GC §§12946, 12960,
34090, 53235.2(b), 53237.2(b); LC §6401.9(f)
Police /
Admin. /
PSB
PD-039 Training Database (Training Management
System)
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Data is interrelated;
GC §§12946, 12960, 34090
Police /
Admin. /
PSB
PD-039.5 Wanted Bulletin 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference (copies) GC §34090.7 Police /
Admin. /
PSB
PD-040 Weapon Inspection 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 382
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-11
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Admin. /
PSB
PD-041 Weapons Database / Department Weapons /
Qualification Shoot Logs (Range master) Indefinite Yes Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Data Fields / Records are interrelated; GC
§34090

POLICE / INVESTIGATION
Police /
Investigat. PD-071 Crime Report Photos, Mug Shots
Follows the
Retention of
the Arrest
Record
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Investigat. PD-073 Detectives Investigation Files / Arrest Files Transferred
into
Record's
Files
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Transfer all Official Reports to Records to be
placed in the Day Files.

Police /
Investigat. PD-074 Expense Reports - Vice / Narcotics 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (meets municipal
government auditing standards); GC §34090 et
seq.

Police /
Investigat. PD-075 Forfeiture Notification 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Investigat. PD-076 Gang Files P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.

Police /
Investigat. PD-078 Informant Files ("Personal History") P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Informant information;
Does not contain criminal intelligence
information concerning individuals; GC §34090
et seq.

Police /
Investigat. PD-079 Intelligence Files 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
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 383
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-12
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Investigat. PD-080 Juvenile Probation Records (Voluntary Program, Gladys R Questionnaire, etc.) Subject is 18
years old
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Investigat. PD-090.2 Logs: Juvenile Detention Logs (Non-Secure, Monthly, etc.) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Investigat. PD-082 Monthly Report - Vice Narcotic Section 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Investigat. PD-084 Pawn Shop Slips 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference to provide information
to other agencies; Non-records used for
investigations; Originals entered into the State
Automated Property System; most agencies
retain for 2 years; GC §34090
Police /
Investigat. PD-086 Polygraph Charts - Child Sexual Abuse (Computer Voice Stress Analyzer) P Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD PC §§11169(c),11170(a)(3) Police /
Investigat. PD-087 Polygraph Charts - Criminal Cases
Follows
Retention of
Crime
Report
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department Preference; GC §34090 Police /
Investigat. PD-088 Polygraph Charts - Homicide P Yes Mag, Mfr, OD, Ppr S/M/I Yes: After QC & OD Department Preference; No limitations on
commencement of action; Courts keep
permanently PC §§ 261, 286, 288, 288a, 288.5,
289, 289.5, 290, and 799
Police /
Investigat. PD-089 School Resource Officer Daily Log / Monthly Recap 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Investigat. PD-090 Teletype Messages Received / Teletype Record Log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

POLICE / INVESTIGATION / FORENSICS
Police /
Invest. /
Forensics
PD-096 Crime Report Photographs / Negatives
Follows the
Retention of
the Crime
Report
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 384
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-13
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Invest. /
Forensics
PD-092 Digital Images / Photos
Follows the
Retention
Period of the
Crime
Report
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Invest. /
Forensics
PD-094 Forensic Specialist Daily Log 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Invest. /
Forensics
PD-094.1 LAFIS Hit Logs 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Invest. /
Forensics
PD-094.2 Latent Print ID Packet (Contains positive print ID hits / additional forensic documentation)
Follows the
Retention
Period of the
Crime
Report
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Invest. /
Forensics
PD-095 Latent Prints - Arrested
Follows the
Retention of
the Crime
Report
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Invest. /
Forensics
PD-095.1 Latent Prints - NO Arrest P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Invest. /
Forensics
PD-095.2 Registrants: Gang Adults Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (registration pursuant
to PC 186.3(a)); GC §34090
Police /
Invest. /
Forensics
PD-095.3 Registrants: Gang Juveniles Sealing Date
+ 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (registration pursuant
to PC 186.3(a)); Records are destroyed
pursuant to W&I §781;GC §34090
Police /
Invest. /
Forensics
PD-095.4 Registrants: Gang Adults Shared Gang
Databases / CalGang / Written Attestations 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department Preference (registration pursuant
to PC 186.30(a));11 CCR 773.8; GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 385
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-14
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Invest. /
Forensics
PD-095.5 Registrants: Gang Juveniles Shared Gang
Databases / CalGang / Written Attestations 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department Preference (registration pursuant
to PC 186.30(a)); Records are destroyed
pursuant to W&I §781; 11 CCR 774; PC
§186.30; GC §34090 et seq.

Police /
Invest. /
Forensics
PD-097 Request for Photos 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 386
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-15
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

POLICE / PATROL
Police /
Patrol PD-097.5 Canine (Police Dogs) Program Files: Animal Files (Training, etc.)
Separation +
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
3 years is required for animal care / treatment
records; FA §32003(e), PC §597.1(d); GC
§34090 et seq.

Police /
Patrol PD-054.1 De Minimus Force log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol PD-054.5 Drone (Unmanned Aerial Vehicle) Recordings When No
Longer
Required
Mag Does not record regular and ongoing
operations; GC §34090.6 et seq,
Police /
Patrol PD-054 Helicopter Check 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Patrol PD-055 Helicopter Flight Hours Log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Patrol PD-056 Helicopter Training Check flight Evaluation 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Patrol PD-057 Helicopter Unit Activity 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Preliminary drafts); GC
§34090 et seq.

Police /
Patrol PD-057.1 Logs: UOF / Pursuit Log, Weapons Display Log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol PD-050.1 Training Evaluation / LEFTA (Field Training, etc.) Separation +
6 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to be consistent with
other Police Department training records
§34090 et seq.

Police /
Patrol PD-050.5 Shift Report 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Preliminary drafts); GC
§34090 et seq.

Police /
Patrol PD-051 Vacation Checks 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol PD-064 Watch Commanders Log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Preliminary drafts); GC
§34090 et seq.

POLICE / PATROL / TRAFFIC
Police /
Patrol /
Traffic
PD-175 Alarm Billing 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Meets auditing standards; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 387
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-16
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Patrol /
Traffic
PD-176 Alarm Card 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Patrol /
Traffic
PD-177 Alarm System Permit Application Closed + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Patrol /
Traffic
PD-178.1 Automated License Plate Reader Data
(ALPR) 2 years Mag
Department preference (law requires 1 year);
Recordings that become evidence are stored
with evidence - these are preliminary
documents / transitory recordings; Consistent
with Lexipol GC §34090.6 et seq.

Police /
Patrol /
Traffic
PD-178.5 Check Payment Refund Request / Oracle
Transaction Report / Payment Receipt Books 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Meets municipal
government auditing standards); GC §34090
Police /
Patrol PD-178.2 Citation Correction Letters - Moving Violations Completion
+ 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-178 Citation Correction Letters - Parking
Violations 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-179 Citation Dismissal 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Patrol /
Traffic
PD-180 Citation Protest Files 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Statute of Limitation for
collections is 5 years from the date of the last
violation; CVC 40222(b); GC §34090 et seq.

Police /
Patrol /
Traffic
PD-181
Citations - Parking, Traffic, Juvenile other
than marijuana citations
Includes Cite Amendments
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Statute of Limitation for
collections is 5 years from the date of the last
violation; CVC 40222(b); GC §34090 et seq.

Police /
Patrol /
Traffic
PD-182 Citizen's Complaint of Traffic Conditions
(results in Radar Trailer Surveys) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 388
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-17
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Patrol /
Traffic
PD-178.3 City of Burbank Internal Service Request 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Patrol /
Traffic
PD-185 Film Permits / Applications / Certificate of
Insurance 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-178.4 Off Duty Police Service Request 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Patrol /
Traffic
PD-144 Officer's Daily Log (Automated) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference (Preliminary drafts); GC
§34090 et seq.

Police /
Patrol /
Traffic
PD-186 Parking Inspector's Daily Log / Parking
Inspector's Patrol Record (Hardcard) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (Preliminary drafts); GC
§34090 et seq.

Police /
Patrol /
Traffic
PD-187 PAS Device Calibration Logs 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-187.1
Racial / Identity Profiling Act (RIPA) Annual
Report Juvenile other than marijuana
citations
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
11 CCR 999.228; 11 CCR 999.229; GC
§§12525.5, 34090
Police /
Patrol /
Traffic
PD-187.2 Racial / Identity Profiling Act (RIPA) Annual
Report / STOP Source Data 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
11 CCR 999.228; 11 CCR 999.229; GC
§§12525.5, 34090
Police /
Patrol /
Traffic
PD-188 Re-examination of Driver Requests (to DMV) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-189
Request to Remove Abandoned Vehicles
(public nuisance) / Abandoned Vehicle
Complaint
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-190 Special Events / Ops Plan 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 389
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-18
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Patrol /
Traffic
PD-191 Traffic Control: Radar Calibration Records
Life of the
Equipment +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Patrol /
Traffic
PD-192 Traffic Control: Radar Trailer Surveys, etc. 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Patrol /
Traffic
PD-193 Traffic Officer's Patrol Record (Hardcard) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

POLICE / SUPPORT SERVICES - COMMUNICATIONS / CAD / DISPATCH Police /
Support
Services /
Commun.

PD-049
911 Recordings / Audio Recordings / Tapes -
(CAD/RMS) Recordings of Telephone /
Radio Communications Dispatch Tapes
(CAD)
2 years Mag
Department Preference; (legally mandated for
100 days); (may be discoverable or made
public in some circumstances), GC §§34090,
34090.6

POLICE / SUPPORT SERVICES / PROPERTY AND EVIDENCE
Police /
Support
Services /
Property &
Evidence
PD-077 Gun / Narcotics Destruction Log (Documents
related to) 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Property &
Evidence
PD-042 Logs: Evidence Database
Indefinite -
Follows
Retention of
the Evidence
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Data is interrelated; GC §34090 Police /
Support
Services /
Property &
Evidence
PD-043 Notice to Claim Property 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 390
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-19
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Property &
Evidence
PD-045 Property List / Record / Property Identification (Green Tags) / Tag Logs
Follows the
Retention of
the Arrest
Record
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Property &
Evidence
PD-047 Digital Recordings - DUI Test After Warrant is
Issued 1 years Mag, Ppr GC §34090.6
Police /
Support
Services /
Property &
Evidence
PD-048 Digital Recordings - Parking Lot / Public
Areas 1 year Mag Department preference; Does not record regular and ongoing operations; GC §§34090.6,

POLICE / SUPPORT SERVICES / JAIL
Police /
Support
Services /
Jail
PD-099 Cell Check Log (Automated using Gard 1
Timekeeper) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-100 Daily Jail Record - Inmates In Custody 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-100.4 Inmate Phone Recordings 2 years Mag Department preference (required for 100 days); GC §34090.6(a)
Police /
Support
Services /
Jail
PD-100.1 Jail Alarm Test - Monthly Internal Alarm
Testing 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 391
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-20
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Jail
PD-100.2 Jail Citation Books 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-100.3 Jail Cleanliness / Security Inspection Log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-100.3 Jail Daily Observation Log 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-101 Jail Meal Log 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-102 Jail Shift Report 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-102.1 LA County Transfer Record 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-104 Medical Service Order Control 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Jail
PD-104.1 Refrigerator / Freezer Temperature Log 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 392
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-21
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Jail
PD-104.2 Self Contained Breathing Apparatus Log
(SCBA) - Monthly Checks 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

POLICE / SUPPORT SERVICES / RECORDS
Police /
Support
Services /
Records
PD-121 Admonition of Rights
Statute of
Limitations +
5 years
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference (some cases are
capital crimes); GC §34090
Police /
Support
Services /
Records
PD-116
Animal Investigations / Problem Files
(barking, loose dogs, dangerous dog reports,
etc.)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et seq.

Police /
Support
Services /
Records
PD-122.1
Background Checks (requests for a
background check of local records from
outside entities)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Records
PD-123 Bail / Bond Receipt 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Records
PD-124 Bail / Bond Register 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Records
PD-124.5 Certificate of Life 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §§34090
Police /
Support
Services /
Records
PD-126 Citation Books Issued / Citation Log Books
(#s / ranges) - Parking, Traffic 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 393
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-22
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-127 Citations - Juvenile Marijuana / Cannabis -
HS §11357(d)
Date of
Conviction
or Arrest + 2
years, or
reaches age
18,
whichever is
First.

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., GC§68152(e)(8)
Police /
Support
Services /
Records
PD-128
Citations - Misdemeanor / Infraction - Adult
Marijuana / Cannabis - HS §11357(b)(c)(d)(e)
/ HS §11360(b) (with procedure in HS
§11361.5)
Date of
Conviction
or Arrest + 2
years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
("Shall" Destroy); GC §§68152(c)(8), 34090;
H&S §11361.5
Police /
Support
Services /
Records
PD-128.1 Clearance Letter 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §§34090
Police /
Support
Services /
Records
PD-129 Court Ordered Booking / CHP Bookings 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Records
PD-131
Crime Statistics / National Incident-Based
Reporting System (NIBRS) / Uniform Crime
Reports (UCR) - Summaries (BCS)
Current + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Filed on line with the State; Department
preference; GC §34090
Police /
Support
Services /
Records
PD-131.5 Daily Arrest Logs 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Records
PD-132 Desk Report - Felonies with IB numbers P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Preliminary drafts /
transitory records; GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 394
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-23
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-133 Desk Report - Felony Arrests - 799 PC Only Current + 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Preliminary drafts /
transitory records; GC §34090 et seq.

Police /
Support
Services /
Records
PD-134 Desk Report - Misdemeanor / Felonies
without IB Numbers
Current + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Preliminary drafts /
transitory records; GC §34090 et seq.

Police /
Support
Services /
Records
PD-135 DR Case Register 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Support
Services /
Records
PD-136 Field Investigation Cards (FIs) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Preliminary documents; GC §34090 et seq.

Police /
Support
Services /
Records
PD-137 Inmate Booking / IB Folders - Felonies - NOT
Part 1 Felonies
Until Inmate
Deceased
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Support
Services /
Records
PD-138 Inmate Booking / IB Folders - Felonies - Part
1 Felonies
Until Inmate
Deceased
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Support
Services /
Records
PD-139 Inmate Booking / IB Folders - Misdemeanors 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Support
Services /
Records
PD-141 Medical Service Order - Prisoners 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 395
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-24
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-145
Order after Hearing (Restraining Order,
Emergency Protective Orders (EPO),
Temporary Restraining Order (TRO))
Life of the
Order + 3
months
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Court records -
originals retained by the Court; GC §34090 et
seq.

Police /
Support
Services /
Records
PD-146 Photographic Lineup Admonition
Transferred
into
Record's
Files
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Transfer all Official Reports to Records to be
placed in the Day Files.

Police /
Support
Services /
Records
PD-147
POLICE REPORTS / INCIDENT REPORTS:

Firearms entered into CLETS (if not
Permanent Retention) - Found / Recovered
Firearms
Firearm
Found or
Recovered
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD PC§ 11108.2(b); GC§ 34090 Police /
Support
Services /
Records
PD-148
POLICE REPORTS / INCIDENT REPORTS:

Misdemeanor / Infraction - Adult Marijuana
/ Cannabis - HS §11357(b)(c)(d)(e) / HS
§11360(b) (with procedure in HS §11361.5) -
Except those with outstanding stolen
property, including firearms, / lost firearms,
serious felonies, / synthetic cannabis
2 years Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD ("Shall" Destroy); GC §68152(e)(8) Police /
Support
Services /
Records
PD-149
POLICE REPORTS / INCIDENT REPORTS:

ALL, Except Those Specifically Mentioned
in the Schedule
e.g., 5150, Detention Reports, etc.
10 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.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 396
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-25
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-150
POLICE REPORTS / INCIDENT REPORTS:

Capital Crimes / Violent Felonies / Major
Crimes / Sex Crimes / Child Abuse - Capital
Crimes (Crimes Subject to the Death
Penalty), Sex Crimes (PC §288, 290);
Substantiated Child Abuse / Severe Neglect
(Adults Only)
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; others have no limitations on
commencement of action; Courts keep
permanently PC §§ 261, 286, 288, 288a, 288.5,
289, 289.5, 290, 799, 803(h), 11169 et seq.;
11170(a); WIC 707(b)
Police /
Support
Services /
Records
PD-151
POLICE REPORTS / INCIDENT REPORTS:

Child Abuse / Neglect Investigation
Reports - Unsubstantiated / 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 /
Support
Services /
Records
PD-152
POLICE REPORTS / INCIDENT REPORTS:

Factually Innocent Petition Accepted
Records Sealed Pending Destruction -
Except those with outstanding stolen
property, including firearms, / 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 /
Support
Services /
Records
PD-154
POLICE REPORTS / INCIDENT REPORTS:

Misdemeanor Marijuana / Cannabis
§11357(d) - Juvenile on School Grounds
during School Hours (with procedure in HS
§11361.5)
Offender is
18 Years
Old
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
(Courts and other Agencies "Shall" destroy);
H&S§ 11361.5 et seq., 11357(d)
Police /
Support
Services /
Records
PD-153
POLICE REPORTS / INCIDENT REPORTS:

Misdemeanor / Infraction - Juvenile
Marijuana / Cannabis - HS §11357(d) -
Except those with outstanding stolen
property, including firearms, / lost firearms
serious felonies, / synthetic cannabis
Date of
Conviction
or Arrest + 2
years, or
reaches age
18,
whichever is
First
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., GC§68152(e)(8)
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 397
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-26
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-155 POLICE REPORTS / INCIDENT REPORTS:

Missing Persons
Found /
Recovered +
2 years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Records
PD-156
POLICE REPORTS / INCIDENT REPORTS:

Non-Criminal / Outside Assist
Abandoned Vehicle Reports, Information
Reports, Impounded / Towed Vehicles, Sick
Cared For, Suspicious Circumstances,
Restraining Orders
2 years Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Records
PD-157
POLICE REPORTS / INCIDENT REPORTS:

Sealed Juvenile / Ward Cases - Except
childhood sexual assault, Child Abuse /
Severe Neglect, (Substantiated), those with
outstanding stolen property, including
firearms, / lost firearms
Sealing Date
+ 5 years (or
Court Order)
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD CCP §§340.1, GC §34090; W&I §§389(a), Police /
Support
Services /
Records
PD-157.1
POLICE REPORTS / INCIDENT REPORTS:

Sealed Juvenile / Ward Cases - Childhood
Sexual Assault - After January 1, 2024
P
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to accommodate
statute of limitations for victims; CCP §§340.1,
GC §34090
Police /
Support
Services /
Records
PD-157.2
POLICE REPORTS / INCIDENT REPORTS:

Sealed Juvenile / Ward Cases - Childhood
Sexual Assault - Before January 1, 2024
Age of
Majority + 22
years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to accommodate
statute of limitations for victims; CCP §§340.1,
GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 398
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-27
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-157.5 POLICE REPORTS / INCIDENT REPORTS:

Sealed Cases (childhood sexual assault)
Age of
Majority + 22
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD CCP §§340.1, GC §34090 Police /
Support
Services /
Records
PD-158 POLICE REPORTS / INCIDENT REPORTS:

Traffic Collisions / Accident Reports 7 years Mag, Mfr, OD, Ppr S/M/I Yes: After QC & OD Department Preference (Fatal collisions are
retained by CHP for 5 years); GC §34090
Police /
Support
Services /
Records
PD-152
POLICE REPORTS / INCIDENT REPORTS:

Vacatur Relief Granted by Court - Victim of
Human Trafficking, / Victim of Intimate
Partner Violence / 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 /
Support
Services /
Records
PD-152.5 Private Party Impounds (PPI) Notifications &
Repossessed Vehicles Notifications 90 days Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Non-records used to notify PD so if someone
reports their vehicle, the PD knows it was
Repossessed, not stolen; GC §34090 et seq.

Police /
Support
Services /
Records
PD-159 Probable Cause Declaration 10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Support
Services /
Records
PD-160 Public Records Request Response +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Support
Services /
Records
PD-161 Record Check of Applicant 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 399
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-28
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-161.1 Recorded phone lines (not dispatch) 100 days Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §§34090, 34090.6
Police /
Support
Services /
Records
PD-162 Registrants: Arson - Adults P
Mag, Mfr,
OD, Ppr S/M/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 /
Support
Services /
Records
PD-163 Arson Registrations: Juveniles released
from Division of Juvenile Justice
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
DOJJ, records are destroyed after age 25 or
sealing pursuant to W&I §781; GC §34090.7
Police /
Support
Services /
Records
PD-165 Registrants: Sex Offenders - Adults
P,
or Death of
Registrant
Mag, Mfr,
OD, Ppr S/M/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 /
Support
Services /
Records
PD-166 Registrants: Sex Offenders - Juveniles
P
or Sealing
Date + 5
years (or
Court Order)
Mag, Mfr,
OD, Ppr S/M/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.; W&I
§781(d)
Police /
Support
Services /
Records
PD-167 RMS Database
Indefinite -
Follows
Retention of
the Crime
Report
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data Fields / Records are interrelated; GC
§34090
Police /
Support
Services /
Records
PD-168.1 Station Visitor Log 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §§34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 400
Ver. 56.0 RECORDS RETENTION SCHEDULE: POLICE
(Admin. / Chief, Budget / Finance, Investigation, Forensics, Patrol, PSB, Comms., Support Svcs.) Page PD-29
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Police /
Support
Services /
Records
PD-169 Subpoena Control Log / Served Subpoenas Current + 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference (copies) GC §34090.7 Police /
Support
Services /
Records
PD-170 Subpoenas / Notice to Appear Current + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Support
Services /
Records
PD-173 Warrants - Foreign Warrant Register 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted: 05-19-2026 401
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

PUBLIC WORKS / ADMINISTRATION AND CAPITAL PROJECTS
Public Works
/ Admin. / CIP PW-001
Job Files / Capital Improvement Projects
(CIP): Administration File
Project Administration, Certified Payrolls,
Construction Manager's Logs, Daily
Inspections, Photos, Project Schedules,
Progress meetings, Real Estate
Appraisals, Submittals, 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; CCP §§336(a),
337 et. seq., GC §34090
Public Works
/ Admin. / CIP PW-002
Job Files / Capital Improvement Projects
(CIP): Permanent File
As-Built Plans, Specifications, Successful
Proposal, Professional Services
Agreements, Change Orders, Materials
Testing Reports, Grading Permits,
Insurance Certificates, Hazardous
Materials Plans, Notice of Completion,
Shop Drawings, Soils Reports, Studies,
Surveys, etc.

P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Department preference; retained for disaster
preparedness purposes; GC §34090

PUBLIC WORKS / ENGINEERING
Public Works
/ Engineering PW-003 Address Change Permits P
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-004 Aerial Maps / Photographs - Analog or Digital and Index to Aerials P Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Department Preference (Information Systems
maintains digital aerials); GC §34090
Public Works
/ Engineering PW-005 Banner Applications Permit 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Public Works
/ Engineering PW-006 Encroachment Permits - Permanent
Encroachments P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-007 Encroachment Permits - Temporary
Encroachments (debris boxes, etc.)
Expiration + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 402
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-008
Engineering Studies / Surveys -
Preliminary Studies / Project
Assessments (Not Acquired or
Developed)
5 years Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-009 Engineering Studies / Surveys (City Built Projects) P Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-010 Excavation / Construction Permit Application 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Public Works
/ Engineering PW-011 Excavation Permits WITH Plans P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-012 Excavation Permits WITHOUT Plans Expiration + 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-013 Geotechnical and Soils Reports P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-014 Newsrack Permits Expiration + 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Public Works
/ Engineering PW-016 Pavement Management Plans Superseded + 5 years Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-017 Permit to Use Street 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-018
Permits: P.C.C. Driveways and
Pedestrian Ramps (in the Public Right of
Way)
P
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-019 Regulatory Agency Permits and Correspondence of Compliance P Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-020 Routing Permits (Haul Routes) Expiration + 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Public Works
/ Engineering PW-021 Standard Construction Drawings / Details / Plans P Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Engineering PW-022 Subdivision and Tract Files P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 403
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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-023 Subject Files Minimum 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Public Works
/ Engineering PW-024 Survey Books / Field Notebooks (City) P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Engineering PW-025 Transportation / Wide Load Applications and Permits 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Public Works
/ Engineering PW-026 Water Discharge Permits (Swimming Pools, etc.) 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD NPDES Monitoring records required for 3 years
in Federal law; 40 CFR §§122.21, 122.41,
122.44

PUBLIC WORKS / ENGINEERING - PRIVATE DEVELOPMENT
Public Works
/ Engineering
/ Private
Develop.

PW-027
Maps, Plans and Record Drawings (Final
Maps, Parcel Maps, Right of Way, Tract
Maps, etc.)
P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Drafts should be destroyed; Some maps are
also retained by Planning; Selected maps are
retained in Public Works for administrative
purposes; GC §34090, 34090.7
Community
Develop./
Building
PW-028
Private Development Projects / Job Files:

Administration File
Plan Check Comments (Provided to
Planning or Building), Construction
Inspections, Photos
Examples: Annexations, CUPs, Lot Line
Adjustments, Specific Plans, Split Lots,
TPMs, TSMs
Completion +
5 years
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
All originals are maintained by Building; GC
§34090.7
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 404
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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
/ Private
Develop.

PW-029
Private Development Projects / Job Files:

Permanent Files
Conditions, Drainage, Driveway,
Encroachments, Grading Permits and
Plans, Private Lab Verifications Rights of
Way, Soils Reports, Stormwater, As-Built
Plans, etc.

Copies of Deeds, Dedications,
Easements, Abandonments (City Clerk is
OFR)
Examples: Annexations, CUPs, Lot Line
Adjustments, Specific Plans, Split Lots,
TPMs, TSMs
P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Department preference; retained for disaster
preparedness purposes; GC §34090

PUBLIC WORKS / FLEET AND BUILDING MAINTENANCE
Public Works
/ Fleet &
Bldg. Maint.

PW-030 AQMD Permits (Generators, etc.) Expiration + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (required for 5 years);
40 CFR 70.6; GC §34090
Public Works
/ Fleet &
Bldg. Maint.

PW-031 Elevator / Lift Permits Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Public Works
/ Fleet &
Bldg. Maint.

PW-032 Equipment Lists
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Preliminary documents; GC §34090 et seq.

Public Works
/ Fleet PW-033 Equipment Logs 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Preliminary documents; GC §34090 et seq.

Public Works
/ Fleet PW-034 Equipment Maintenance Logs 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (Preliminary
documents); GC §34090 et seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 405
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Fleet PW-035 Pre-Trip Inspections / Safety Inspections 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD 13 CCR 1234(e); VC 34505.5(c); 49 CFR
396.11; GC §34090
Lead Dept. PW-035.1 Generator Operations Logs and
Inspections (all Generators) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference (stationary generators
are 5 years, Portable /emergency generators
are 5 years); AQMD Rule 1470; Form
400–E–13a instructions, GC §34090 et. seq.

Public Works
/ Fleet &
Bldg. Maint.

PW-036 Pressure Vessel Certifications or Permits
(Air Compressors, Propane, etc.)
Current + 2
Previous
Certificates
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

Public Works
/ Fleet &
Bldg. Maint.

OR Streets
OR Traffic
PW-037
Restitution / City Property Damage
Report Billings - Cost Estimates for
Damage to City Property (damaged stop
signs, signals)
5 years
Yes:

Before
Payment
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets municipal government auditing standards;
GC §34090 et seq.

Public Works
/ Fleet &
Bldg. Maint.

PW-038 Subject Files 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Public Works
/ Fleet &
Bldg. Maint.

PW-039 Vehicle and Equipment History Files
(includes warrantees)
Disposal of
Vehicle or
Equipment +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; If a motor carrier,
required for 18 months after vehicle is sold; CHP
requires life of vehicle; OSHA requires 1 year; 8
CCR § 3203(b)(1); 49 CFR 396.21(b)(1); 49
CFR 396.3(c); CCP §337 et. Seq., 13 CCR
1234(f); GC §34090
Public Works
/ Fleet &
Bldg. Maint.

PW-039.5 Vehicle Titles "Pink Slips" for Public
Works Vehicles
Upon Sale of
Vehicle
Mag, Mfr,
OD, Ppr S / I Provided to new owner upon sale; GC §34090 Public Works
/ Division
Providing
Service /
Work
PW-041
Work Orders / Service Requests / Job
Requests / Service Repair Orders
CMMS DATABASE (Computerized
Maintenance Management System)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data is interrelated; Databases where sewer
records may be stored are required for 5 years;
SWRCB Order 2022-0103-DWQ; CCP §§338 et
seq., 340 et seq., 342, GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 406
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Division
Providing
Service /
Work
PW-042
Work Orders / Service Requests / Job
Requests / Service Repair Orders - All
Information Entered in CMMS
Database
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary drafts (the database is the original);
GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-043
Work Orders / Service Requests / Job
Requests / Service Repair Orders - NOT
entered in CMMS Database (or partial
information entered into CMMS
Database)
(Division providing service retains
originals; Division requesting service is
considered a copy)
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
May contain sewer records, which are required
for 5 years; SWRCB Order 2022-0103-DWQ;
CCP §§338 et seq., 340 et seq., 342, GC
§34090
Public Works
/ Fleet &
Bldg. Maint.

PW-044 Work Reports (Hours / Vehicles) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090

PUBLIC WORKS / RECYCLING
Public Works
/ Recycling PW-045
AB 939 Funds and Fees / SB 1383
Compliance (Organic Waste Collection
and Recycling) Funds and Fees
15 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; SB 1383 compliance is
required for 5 years 14 CCR § 18995.2; GC
§34090
Public Works
/ Recycling PW-046 Household Hazardous Waste Manifests P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; 14 CCR 18812.4; GC
§34090 et. seq.

Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-047 NPDES Monitoring Reports
5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 407
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-048 NPDES Permits Expiration + 5
years
Yes: Until
Expiration
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Monitoring records
required for 3 years; 40 CFR §§122.21, 122.41;
CCP §337 et seq.

Public Works
/ Recycling PW-049 Large Venue Recycling Plans (e.g. Starlight) 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Recycling PW-050 Recycling Events (e.g. Schools, Public Education, Outreach) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Recycling PW-051
State Reports (AB 939 Compliance) / SB
1383 Compliance (Organic Waste
Collection and Recycling)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; SB 1383 compliance is
required for 5 years; Low-Carbon Fuel Standard
regulations credits can be received for 10 years,
and are eligible for an extension; 14 CCR §
18995;.2 H&S §39730.7; GC §34090
Public Works
/ Recycling PW-052 Sustainability Programs (e.g. Green Building, etc.) 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Recycling PW-053 Used Oil Disposal 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; 22 CCR
66266.130(c)(5), H&S §25250.18(b),
25250.19(a)(3) et seq.

PUBLIC WORKS / SANITATION
Public Works
/ Sanitation PW-054
AB 939 Compliance / Solid Waste
Tonnage Reports / SB 1383 Compliance
(Organic Waste Collection and Recycling)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (Contracted with Waste
Hauler); SB 1383 compliance is required for 5
years; Low-Carbon Fuel Standard regulations
credits can be received for 10 years, and are
eligible for an extension; 14 CCR § 18995;.2
H&S §39730.7; GC §34090
Public Works
/ Sanitation PW-055 Historical Records (of significant historical value) P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 408
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-8
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-056 NPDES Monitoring Reports
5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-057 NPDES Permits Expiration + 5
years
Yes: Until
Expiration
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Monitoring records
required for 3 years; 40 CFR §§122.21, 122.41;
CCP §337 et seq.

Public Works
/ Sanitation PW-058 Regulatory Agency Permits and Correspondence of Compliance P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

Public Works
/ Sanitation PW-059 Signature Cards - Refuse Accounts
Close of
Account,
Minimum
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

Public Works
/ Sanitation PW-060 Subject Files Minimum 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

Public Works
/ Sanitation PW-061 Temporary Bin Rentals / Signature Authorizations 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Public Works
/ Sanitation PW-062 Weight Slips - Recycling P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Sanitation PW-063 Weight Slips - Refuse P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Division
Providing
Service /
Work
PW-064
Work Orders / Service Requests CMMS
DATABASE (Computerized Maintenance
Management System)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data is interrelated; Databases where sewer
records may be stored are required for 5 years;
SWRCB Order 2022-0103-DWQ; CCP §§338 et
seq., 340 et seq., 342, GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 409
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-9
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Division
Providing
Service /
Work
PW-065
Work Orders / Service Requests - All
Information Entered in CMMS
Database
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary drafts (the database is the original);
GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-066
Work Orders / Service Requests - NOT
entered in CMMS Database (or partial
information entered into CMMS
Database)
(Division providing service retains
originals; Division requesting service is
considered a copy)
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
May contain sewer records, which are required
for 5 years; SWRCB Order 2022-0103-DWQ;
CCP §§338 et seq., 340 et seq., 342, GC
§34090

PUBLIC WORKS / STREET
Lead Dept. PW-066.1
Diaries / Logs (Daily Supervisor entries
Re: equipment usage, work schedules,
WOOC, work order nos., special incidents
/ projects / jobs, weather and other
noteworthy events
10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference (stationary generators
are 5 years, Portable /emergency generators
are 5 years); AQMD Rule 1470; Form
400–E–13a instructions, GC §34090 et. seq.

Public Works
/
Street
PW-67 Inspection Forms: Sidewalks, Streets,
etc. 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-68 NPDES Monitoring Reports
5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 410
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-10
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-69 NPDES Permits - Stormwater Expiration + 5
years
Yes: Until
Expiration
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Monitoring records
required for 3 years; 40 CFR §§122.21, 122.41;
CCP §337 et seq.

Public Works
/ Fleet &
Bldg. Maint.

OR Streets
OR Traffic
PW-70
Restitution / City Property Damage
Report Billings - Cost Estimates for
Damage to City Property (damaged stop
signs, signals)
5 years
Yes:

Before
Payment
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets municipal government auditing standards;
GC §34090 et seq.

Public Works
/ Street PW-107 Street Sweeping Logs (Source Records) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; NPDES Monitoring
records required for 3 years in Federal law; 40
CFR §§122.21, 122.41
Public Works
/ Division
Providing
Service /
Work
PW-71
Work Orders / Service Requests CMMS
DATABASE (Computerized Maintenance
Management System)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data is interrelated; Databases where sewer
records may be stored are required for 5 years;
SWRCB Order 2022-0103-DWQ; CCP §§338 et
seq., 340 et seq., 342, GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-72
Work Orders / Service Requests - All
Information Entered in CMMS
Database
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary drafts (the database is the original);
GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-73
Work Orders / Service Requests - NOT
entered in CMMS Database (or partial
information entered into CMMS
Database)
(Division providing service retains
originals; Division requesting service is
considered a copy)
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
May contain sewer records, which are required
for 5 years; SWRCB Order 2022-0103-DWQ;
CCP §§338 et seq., 340 et seq., 342, GC
§34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 411
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-11
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

PUBLIC WORKS / TRAFFIC
Public Works
/ Traffic PW-074 Maps and Plans (Traffic) P Yes (all) Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Fleet &
Bldg. Maint.

OR Streets
OR Traffic
PW-075
Restitution / City Property Damage
Report Billings - Cost Estimates for
Damage to City Property (damaged stop
signs, signals)
5 years
Yes:

Before
Payment
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets municipal government auditing standards;
GC §34090 et seq.

Public Works
/ Traffic PW-076 Signal Intersection Reference Files P
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 et seq.

Public Works
/ Traffic PW-077 Signal Plans / Striping Plans P
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Traffic PW-078 Street and Intersection Work Orders P
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Traffic PW-079 Street / Intersection Files 5 years Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Traffic PW-080 Subject Files Minimum 2 years

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police PW-081 Traffic Accident Reports 3 years
Yes:

Before
Payment
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department preference (copies); GC §34090.7 Public Works
/ Traffic PW-085 Traffic Counts 10 years Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Traffic PW-086 Traffic Speed Surveys 10 years Mag, Mfr, OD, Ppr S/I Yes: After QC & OD Department preference (required every 5 years,
but can be extended to 7 or 10 years); GC
§34090
Public Works
/ Traffic PW-086.1
Traffic Video Camera Recordings - If
traffic video is not on a 48 hour loop, then
traffic video retained for internal traffic
studies
Retention is 1 year
1 year Mag GC §34090.6
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 412
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-12
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

PUBLIC WORKS / WASTEWATER
Public Works
/ Wastewater PW-087
Breathing Apparatus Inspection Record /
Self Contained Breathing Apparatus
(SCBA)
Disposal of
Equipment +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; OSHA requires 1 year;
GC §34090
Public Works
/ Wastewater PW-088 Complaints: Unauthorized Discharges / Violations / Spills Resolution +
5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; NPDES records are
required for 3 years; 40 CFR 122.41(j)(2)
Public Works
/ Wastewater PW-089 Compliance Inspection Report - NPDES Monitoring Reports - WITH Violations 5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-090 Compliance Inspection Report - NPDES Monitoring Reports - NO Violations 5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-091
Confined Space Entries and Logs
(Permitted entries into confined spaces
such as sewers and storm drains in order
to comply with regulations)
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; 8 CCR 5157(d)(14) &
(e)(6); 29 CFR 1910.146(e)(6) GC §34090
Public Works
/ Wastewater PW-091.1
FOG (Fats, Oil and Grease) /
Pretreatment Annual / Quarterly Reports
Industrial Pre-Treatment
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; POTW reports are
required for 3 years; 40 CFR 403.12; GC
§60201
Public Works
/ Wastewater PW-092 Industrial Waste Applications / Industrial Waste Permits P Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; POTW reports are
required for 3 years; 40 CFR 403.12; GC
§60201
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 413
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-13
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Recycling,
Sanitation,
Street,
Wastewater
PW-093 NPDES Monitoring Reports 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-094 NPDES Permits P
Yes: Until
Expiration
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Monitoring records
required for 3 years; 40 CFR §§122.21, 122.41;
CCP §337 et seq.

Public Works
/ Wastewater PW-095 Permit for Connection to Public Sewer P Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD Department Preference; GC §34090 Public Works
/ Wastewater PW-095.1
Project Files - Water Reclamation Plant -
Final Drawings, Operations and
Maintenance Manuals, Submittals
P
Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Department preference, even though the private
operator does the construction; would be
required to continue maintenance, improvement,
operation, or for investigations; GC §34090
Public Works
/ Wastewater PW-096
Project Files - Water Reclamation Plant
(private operator)
Excludes Final Drawings, Operations and
Maintenance Manuals, Submittals, which
are retained Permanently
Completion +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Private operator does the construction; GC
§34090.7
Public Works
/ Wastewater PW-097 Sewer and Plumbing Drawings (On-site Sewers) Until
Superseded
or Replaced,
or 2 years,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et. seq.

Public Works
/ Wastewater PW-098 Sewer Flushing Log Sheets (Source Records) 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD NPDES Monitoring records required for 3 years
in Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-099 Sewer Stoppage or Obstruction Report 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; plans must be updated
every 5 years, audits are required every 2 years;
GC §34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 414
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-14
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Wastewater PW-100 Sludge Records (WRP) 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; Consistent sewage
sludge requirements; 40 CFR 61.54, 122.41,
503.47; GC §34090
Public Works
/ Wastewater PW-101 Statistical Reports - Self Monitoring, etc. 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-102 Status Reports - WRP Operators 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Monitoring records required for 3 years in
Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-103 Storm Drain Inspections / Logs (Source Records) 5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
NPDES Monitoring records required for 3 years
in Federal law; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-104 Stormwater Annual Reports
5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Monitoring records
required for 3 years; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-105 Stormwater Inspection Reports, Erosion Control Inspections and Citations 5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Monitoring records
required for 3 years; 40 CFR §§122.21, 122.41
Public Works
/ Wastewater PW-106 Stormwater Program: Unauthorized Discharges / Violations / Spills Resolution +
5 years,
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; NPDES records are
required for 3 years; 40 CFR 122.41(j)(2)
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 415
Ver. 32.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Admin. / CIP, Engineering, Private Devel., Fleet and Bldg. Maint., Recycling, Sanitation, Street, Traffic, Wastewater) Page PW-15
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

Public Works
/ Wastewater PW-108
Wastewater / Sewer System
Management Plans (SSMP) and Audits,
Sanitary Sewer Overflows (SSOs) /
Sanitary Spills Overflow Prevention Plan
(SSOPP) / Sanitary Sewer Overflow
Response Plan
5 years
unless Permit
Requires a
Longer period
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; SSMPs are required to
be retained 5 years and updated every 6 years;
plans must be updated every 5 years, audits are
required every 2 years; ); SWRCB General
Order 2022-0103-DWQ; 40 CFR 122.41(j)(2);
GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-109
Work Orders / Service Requests CMMS
DATABASE (Computerized Maintenance
Management System)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data is interrelated; Databases where sewer
records may be stored are required for 5 years;
SWRCB Order 2022-0103-DWQ; CCP §§338 et
seq., 340 et seq., 342, GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-110
Work Orders / Service Requests - All
Information Entered in CMMS
Database
When No
Longer
Required
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary drafts (the database is the original);
GC §34090
Public Works
/ Division
Providing
Service /
Work
PW-111
Work Orders / Service Requests - NOT
entered in CMMS Database (or partial
information entered into CMMS
Database)
(Division providing service retains
originals; Division requesting service is
considered a copy)
3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
May contain sewer records, which are required
for 5 years; SWRCB Order 2022-0103-DWQ;
CCP §§338 et seq., 340 et seq., 342, GC
§34090
BURBANK, CA. ©1995-2021 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted: 05-19-2026 416
1 STAFF REPORT
DATE: May 19, 2026
TO: Justin Hess, City Manager/Housing Authority Executive Director FROM: Patrick Prescott, Community Development Director/Housing Authority Assistant Executive Director
BY: Maribel Leyland, Assistant Community Development Director SUBJECT: Adoption of Resolutions with the Burbank Housing Corporation Transitioning Activity Center Programming Off-Site and Allowing Alternate Uses; and Resolutions for Conditional Financial
Commitment/Reservation/Award Letters for 2321-2335 North Fairview Street (The Village at Fairview Street)

RECOMMENDATION

1. Adopt four individual Resolutions of the Council of the City of Burbank (Attachments 1 – 4) each approving a Modification Agreement (Attachments 9 –12) regarding the use of 2321 North Catalina Street, 153 West Elmwood Avenue, 1819 Grismer Avenue, and 241 West Verdugo Avenue among the City of Burbank, the Housing Authority of the City of Burbank, and the Burbank Housing Corporation (BHC), making a determination of categorical exclusion under the National Environmental Policy Act (NEPA), and making a determination of categorical exemption under the California Environmental Quality Act (CEQA); and

2. Adopt four individual Resolutions of the Housing Authority of the City of Burbank (Attachments 5 – 8) each approving a Modification Agreement (Attachments 9 – 12) regarding the use of 2321 North Catalina Street, 153 West Elmwood Avenue, 1819 Grismer Avenue, and 241 West Verdugo Avenue among the City of Burbank, the Housing Authority of the City of Burbank, and the Burbank Housing Corporation and making a determination of categorical exemption under the California Environmental Quality Act (CEQA); and

COMMUNITY

DEVELOPMENT
Consent Calendar
Item #6
417
2 3. Adopt A RESOLUTION OF THE COUNCIL OF THE CITY OF BURBANK

APPROVING A COMMITMENT LETTER TO ROLL-OVER AN EXISTING CITY LOAN OF $1,215,384.73 AND APPROVING A COMMITMENT LETTER TO
CONDITIONALLY RESERVE HOME FUNDS FOR A NEW LOAN OF $2,592,389 TO

THE BURBANK HOUSING CORPORATION FOR THE VILLAGE AT FAIRVIEW PROJECT; and

4. Adopt A RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF

BURBANK APPROVING A COMMITMENT LETTER TO ROLL-OVER AN EXISTING HOUSING AUTHORITY LOAN OF $1,664,040 AND TO EXTEND A NEW LOAN OF $5,772,883 TO THE BURBANK HOUSING CORPORATION FOR THE VILLAGE AT

FAIRVIEW PROJECT, AND APPROVING AN AWARD OF PROJECT-BASED SECTION 8 VOUCHERS TO THE PROJECT.

BACKGROUND
The City and Housing Authority have long partnered with BHC to operate affordable housing units and community-serving activity centers. In a Joint Study Session with the City Council and the Housing Authority on April 21, 2026 (Study Session), BHC expanded on their multi-phase reorganization and financial sustainability plan. As part of the longterm plan, BHC proposed transitioning Activity Center programming for four centers offsite and utilizing those facilities in a way that would better serve long-term financial stability for the organization and provide additional affordable housing in the community, along with management office space (Attachment 18).

Additionally, BHC presented The Village at Fairview project, a 60-unit affordable housing project requiring the removal of the Fairview parcels from the Master Loan Agreement, restructuring of existing City and Housing Authority loans, issuance of new loan commitments, and approval of a preliminary award of Low-and Moderate-Income Housing Asset Funds (LMIHAF), Federal HOME funds, and project-based vouchers. These actions are a prerequisite to BHC’s submitting a competitive tax credit application.

Based on the feedback from the Council and Housing Authority Board during the Study Session, this report outlines the required modification documents for the Activity Center programming and use changes and summarizes the terms in the proposed conditional commitment/reservation/award letters for review and consideration by the City Council and Housing Authority Board.

DISCUSSION
The proposal and actions presented during the Study Session related to Activity Center programming and The Village at Fairview Project, collectively support BHC’s financial and 418
3 operational restructuring and the creation of additional affordable housing units. The requested actions follow:

1. Modification agreements allowing the conversion of four Burbank Housing Corporation (BHC) activity centers to other permitted uses; and

2. Conditional commitment/reservation/award letters to support BHC’s tax credit application for The Village at Fairview affordable housing development.

Upon a tax credit award, staff will return with final financing documents for the Project and the MLA Phase II documents to release the Fairview properties from the BHC portfolio for new development.

TRANSITION ACTIVITY CENTER PROGRAMMING TO OFF-SITE/ALTERNATE USES As described during the Study Session, BHC has declining participation at its onsite activity centers. Several households who originally benefited from the centers have aged out of school-based programming or attend elsewhere. Households requiring this service will transition to Activity Center programming managed by the Boys and Girls Club at individual school sites. BHC will provide financial and other support to individual households as needed. This change requires amendments to various agreements for the activity centers to remove on-site operational obligations and authorize new permitted uses. Transition of the Activity Center programming will occur in phases by property as summarized below:
• Peyton Grismer Activity Center – 1819 Grismer Avenue
End all Activity Center obligations effective June 2026 and allow use of the current activity center space as a management office effective September 1, 2026. • Elmwood Achievement Center – 153 W. Elmwood Avenue
End all Achievement Center obligations effective Fall 2027 and permit conversion of the current achievement center space to two moderate-income 1-bed/1-bath units operative by January 1, 2029.
• Golden State Activity Center – 2321 N. Catalina Street End all Activity Center programming effective June 2026 and permit conversion of the current activity center space to a moderate-income 2-bed/1.5-bath unit operative by January 1, 2028.
• Verdugo Activity Center – 241 W. Verdugo Avenue
End all Activity Center programming effective June 2026 and permit conversion of the current activity center space to a moderate-income 2-bed/1 bath unit operative by January 1, 2028.
419
4 The creation of additional affordable housing units will occur over the course of two to three years with the last of the spaces (Elmwood Achievement Center) transitioning to housing in 2029. With approval of the proposed modification agreements, BHC will begin working with their architect on schematic designs and begin the entitlement process.

PHASE II MLA AMENDMENTS AND THE VILLAGE AT FAIRVIEW FINANCING The Village at Fairview project is estimated to cost $50 million. BHC submitted a financing proposal requesting financial assistance from the City and Housing Authority to finance the development with Low-and Moderate-Income Housing Asset funds (LMIHAF), federal Home Investment Partnerships funds (HOME) and project-based vouchers. In addition, BHC will submit a tax credit application later this year to finance the development.

Proposed New Financial Assistance
To submit their tax credit application, BHC has requested the City Council and Housing Authority Board consider authorizing the City Manager/Executive Director to execute conditional commitment/reservation/award letters for the City/Authority requested funds.

If BHC is awarded funds through the tax credit application, staff will return to Council and the Housing Authority Board to execute complete loan documents and subordination agreements for the City funds and Housing Authority funds.

City/Authority Proposed Assistance
and Funding Sources
Total
Authority Loan to BHC (LMIHAF) $5,772,883
City Loan to BHC (HOME) $2,592,389
Total City/Authority Sources $8,365,272
Project Based Vouchers
BHC’s proposal includes a reservation of 20 project-based vouchers (PBVs) in response to a Request for Proposals (RFP) issued by the Housing Authority. Of the 20 PBVs requested, 15 will be utilized for formerly homeless households. To support those households, BHC will provide services via a local service provider. BHC is also requesting a conditional award letter for the PBV allocation.

Conditional Commitment/Reservation/Award Letters
To support The Village at Fairview tax credit application, BHC requests the City and Housing Authority Board authorize the City Manager/Executive Director to execute conditional commitment/reservation/award letters as stated below:

City Council conditional commitment/reservation letters 1) Commitment letter to recast (roll-over) the existing $1,215,384.73 City loans, 420
5 contingent upon an award of tax credits and other terms and conditions set forth in the commitment letter (Attachment 14); and
2) Reservation letter to make a new loan of $2,592,389 in federal HOME funds, contingent upon an award of tax credits and other terms and conditions set forth in the commitment letter (Attachment 15).

Housing Authority Board conditional commitment/award letters:
1) Commitment letter to recast (roll-over) the existing $1,664,040 Housing Authority loans and to make a new loan of $5,772,883 from the Low- and Moderate-Income Housing Asset Fund, each contingent upon an award of tax credits and other terms and conditions set forth in the commitment letter (Attachment 14); and 2) Award letter for 20 Project-Based Vouchers, including 15 reserved for formerly homeless households, contingent upon an award of tax credits and other terms and conditions set forth in the award letter (Attachment 17).

Future Consideration of Complete Documents
Upon a tax credit award, staff will return to the City Council and Housing Authority Board to approve complete loan documents for the recast (roll-over) Housing Authority and City loans and related, updated and new loan and subordination documents for the new financial assistance of Low- and Moderate-Income Housing Asset Funds and federal HOME funds. Those documents will include removing the Fairview properties from all MLA-related agreements. The following is a summary of those future actions after a tax credit award:

1. Amendment of the MLA and MLA Promissory Notes

2. Termination of Affordable Housing Agreements relating to the Fairview parcels

3. Reconveyance and release of MLA deeds of trust and regulatory agreements from the Fairview parcels

4. Execution of a new loan agreement(s) and related loan documents regarding the roll-over of the existing City and Housing Authority loans, the new City and Housing Authority loans, and new regulatory agreements reflecting revised affordable unit counts and 55-year affordability requirements As discussed during the Study Session, the proposed actions for MLA Phase II summarized above, along with the proposed changes to transition the activity center programming off-site, will provide BHC with the financial ability to develop The Village at Fairview project.
421
6 ENVIRONMENTAL REVIEW
The modification documents transitioning the activity centers off site, and the conditional commitment/reservation/award letters are not projects subject to the California Environmental Quality Act (CEQA) under State CEQA Guidelines § 15060(c)(2), in that document modifications and conditional commitment/reservation/award letters will not result in a direct or reasonably foreseeable indirect physical change in the environment, and is further and independently exempt from the California Environmental Quality Act under State CEQA Guidelines § 15061(b)(3), in that it can be seen with certainty there is no possibility the modification documents and conditional commitment letters will have a significant effect on the environment. When BHC processes entitlement applications for the alternate uses of the activity center spaces, the appropriate environmental review will be conducted at that time. CEQA/NEPA actions associated with The Village at Fairview are complete.

FISCAL IMPACT
Activity Center modification agreements do not result in a direct fiscal impact to the City General Fund or to the Burbank Housing Authority. Authorizing the City Manager/Executive Director to execute conditional commitment/reservation/award letters will not have a financial impact at this time.

However, if BHC successfully obtains a tax credit award, staff will return with amendments to loan and subordination documents for the City Council and Housing Authority Board Approval, which will reflect the following City and Housing Authority financing for The Village at Fairview:
• Recasting existing Housing Authority and City loans for the current project site • A new $ $5,772,883 Housing Authority LMIHAF loan
• A new $2,592,389 City HOME loan
• A conditional award of 20 Project-Based Vouchers
The recommended action is the execution of conditional commitment of funds/resources required to assemble a complete financing package for the tax credit application. Final consideration of financing and resources will be presented to the Council and Housing Authority Board at a later date (estimated to be September 2026).

CONCLUSION
Staff recommends Council adopt the Resolutions accepting amendments to the four activity centers and adopt the Resolutions authorizing the City Manager/Executive Director to approve the attached commitment/reservation/award letters with the understanding that should BHC successfully receive a tax credit award, staff will return to 422
7 Council and the Housing Authority Board with formalized amendments reflecting the financial commitments.

ATTACHMENTS
Attachment 1 – Resolution Approving a Modification Agreement - 2321 N. Catalina St.

Attachment 2 – Resolution Approving a Modification Agreement - 153 W. Elmwood Ave.

Attachment 3 – Resolution Approving a Modification Agreement - 1819 Grismer Ave.

Attachment 4 – Resolution Approving a Modification Agreement - 241 W. Verdugo Ave.

Attachment 5 – Housing Authority Resolution Approving a Modification Agreement - 2321 N. Catalina St.

Attachment 6 – Housing Authority Resolution Approving a Modification Agreement – 153 W. Elmwood Ave.

Attachment 7 – Housing Authority Resolution Approving a Modification Agreement - 1819 Grismer Ave.

Attachment 8 – Housing Authority Resolution Approving a Modification Agreement – 241 W. Verdugo Ave.

Attachment 9 – Modification Agreement for 2321 N. Catalina St.

Attachment 10 – Modification Agreement for 153 W. Elmwood Ave.

Attachment 11 – Modification Agreement for 1819 Grismer Ave.

Attachment 12 – Modification Agreement for 241 W. Verdugo Ave.

Attachment 13 – Resolution Approving a Commitment Letter to Roll-Over an Existing City Loan
Attachment 14 – Commitment letter to roll-over an existing City Loan of $1,215,384.73; and roll-over an existing Authority Loan of $1,664,040 and to extend a New Authority Loan of $5,772,883
Attachment 15 – Commitment Letter to Conditionally Reserve HOME Funds Attachment 16 – Housing Authority Resolution Approving a Commitment Letter Attachment 17 – Voucher Award Letter
Attachment 18 – April 21, 2026 Study Session Staff Report 423
ATTACHMENT 1 – 1
RESOLUTION NO. __________

A RESOLUTION OF THE COUNCIL OF THE CITY OF BURBANK

APPROVING A MODIFICATION AGREEMENT REGARDING THE USE
OF 2321 NORTH CATALINA STREET AMONG THE CITY OF BURBANK,

THE HOUSING AUTHORITY OF THE CITY OF BURBANK, AND THE

BURBANK HOUSING CORPORATION, MAKING A DETERMINATION OF

CATEGORICAL EXCLUSION UNDER THE NATIONAL

ENVIRONMENTAL POLICY ACT (NEPA), AND MAKING A

DETERMINATION OF CATEGORICAL EXEMPTION UNDER THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
THE COUNCIL OF THE CITY OF BURBANK FINDS:

A. The Burbank Housing Corporation (the “Owner”) is proposing the conversion of the use of the Activity Center located at 2321 North Catalina Street (the "Activity Center") to use as one moderate income two bedroom unit.

B. To document this change of use, the City of Burbank (the "City"), Housing Authority of the City of Burbank (the "Authority"), and Owner desire to enter into a Modification Agreement (the "Agreement") of their existing agreements regarding the use of the Activity Center space.

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

D. The City has duly considered all terms and conditions of the proposed Agreement and believes that the modification of the use of the Activity Center space pursuant thereto, is in the best interests of the City and the health, safety, and welfare of its residents, and in accord with the public purposes and provisions of applicable state and local laws and requirements.

E. The project is categorically excluded under the National Environmental Policy Act (NEPA) pursuant to 24 CFR 58.35(a).

F. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE COUNCIL OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 2321 North Catalina Street in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

2. The City Manager or their designee is authorized to execute the Agreement and all documents attached thereto, on behalf of the City. The City Manager and their designees are further authorized to implement the Agreement on behalf of the City and 424
ATTACHMENT 1 – 2
take all further actions and execute all documents necessary or appropriate to carry out the Agreement. The City Attorney retains the authority to make minor modifications as long as the financial terms remain unaffected.

3. The aforementioned Agreement and any related documents shall be retained by the City Clerk as a permanent file.

PASSED AND ADOPTED this ____ day of ____________, 2026. _______________________
Tamala Takahashi
Mayor
Attest:
____________________________
Kimberley Clark, City Clerk
Approved as to Form
Office of the City Attorney
By: __________________________
Joseph H. McDougall,
City Attorney
425
ATTACHMENT 1 – 3

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

CITY OF BURBANK )
I, Kimberley Clark, City Clerk of the City of Burbank, do hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City of Burbank at its regular meeting held on the ____ day of ___________, 2026 by the following vote:

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, City Clerk
426
ATTACHMENT 2 – 1
RESOLUTION NO. __________

A RESOLUTION OF THE COUNCIL OF THE CITY OF BURBANK

APPROVING A MODIFICATION AGREEMENT REGARDING THE USE
OF 153 W. ELMWOOD AVENUE AMONG THE CITY OF BURBANK, THE

HOUSING AUTHORITY OF THE CITY OF BURBANK, AND THE

BURBANK HOUSING CORPORATION, MAKING A DETERMINATION OF

CATEGORICAL EXCLUSION UNDER THE NATIONAL

ENVIRONMENTAL POLICY ACT (NEPA), AND MAKING A

DETERMINATION OF CATEGORICAL EXEMPTION UNDER THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
THE COUNCIL OF THE CITY OF BURBANK FINDS:

A. The Burbank Housing Corporation (the “Owner”) is proposing the conversion of the use of the Activity Center located at 153 W. Elmwood Avenue (the "Activity Center") to use as two moderate income one bedroom units.

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

E. The project is categorically excluded under the National Environmental Policy Act (NEPA) pursuant to 24 CFR 58.35(a).

F. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE COUNCIL OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 153 W. Elmwood Avenue in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved. 427
ATTACHMENT 2 – 2

2. The City Manager or their designee is authorized to execute the Agreement and all documents attached thereto, on behalf of the City. The City Manager and their designees are further authorized to implement the Agreement on behalf of the City and take all further actions and execute all documents necessary or appropriate to carry out the Agreement. The City Attorney retains the authority to make minor modifications as long as the financial terms remain unaffected.

3. The aforementioned Agreement and any related documents shall be retained by the City Clerk as a permanent file.

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, City Clerk
429
ATTACHMENT 3 – 1
RESOLUTION NO. __________

A RESOLUTION OF THE COUNCIL OF THE CITY OF BURBANK

APPROVING A MODIFICATION AGREEMENT REGARDING THE USE
OF 1819 GRISMER AVENUE AMONG THE CITY OF BURBANK, THE

HOUSING AUTHORITY OF THE CITY OF BURBANK, AND THE

BURBANK HOUSING CORPORATION, MAKING A DETERMINATION OF

CATEGORICAL EXCLUSION UNDER THE NATIONAL

ENVIRONMENTAL POLICY ACT (NEPA), AND MAKING A

DETERMINATION OF CATEGORICAL EXEMPTION UNDER THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
THE COUNCIL OF THE CITY OF BURBANK FINDS:

A. The Burbank Housing Corporation (the “Owner”) is proposing the conversion of the use of the Activity Center located at 1819 Grismer Avenue (the "Activity Center") to the property management office which will free up the current property management space (a one bedroom residential unit) for use as a very low income one bedroom unit.

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

E. The project is categorically excluded under the National Environmental Policy Act (NEPA) pursuant to 24 CFR 58.35(a).

F. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE COUNCIL OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 1819 Grismer Avenue in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

2. The City Manager or their designee is authorized to execute the Agreement 430
ATTACHMENT 3 – 2
and all documents attached thereto, on behalf of the City. The City Manager and their designees are further authorized to implement the Agreement on behalf of the City and take all further actions and execute all documents necessary or appropriate to carry out the Agreement. The City Attorney retains the authority to make minor modifications as long as the financial terms remain unaffected.

3. The aforementioned Agreement and any related documents shall be retained by the City Clerk as a permanent file.

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, City Clerk
432
ATTACHMENT 4 – 1
RESOLUTION NO. __________

A RESOLUTION OF THE COUNCIL OF THE CITY OF BURBANK

APPROVING A MODIFICATION AGREEMENT REGARDING THE USE
OF 241 W. VERDUGO AVENUE AMONG THE CITY OF BURBANK, THE

HOUSING AUTHORITY OF THE CITY OF BURBANK, AND THE

BURBANK HOUSING CORPORATION, MAKING A DETERMINATION OF

CATEGORICAL EXCLUSION UNDER THE NATIONAL

ENVIRONMENTAL POLICY ACT (NEPA), AND MAKING A

DETERMINATION OF CATEGORICAL EXEMPTION UNDER THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
THE COUNCIL OF THE CITY OF BURBANK FINDS:

A. The Burbank Housing Corporation (the “Owner”) is proposing the conversion of the use of the Activity Center located at 241 W. Verdugo Avenue (the "Activity Center") to use as one moderate income two bedroom unit.

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

E. The project is categorically excluded under the National Environmental Policy Act (NEPA) pursuant to 24 CFR 58.35(a).

F. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE COUNCIL OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 241 W. Verdugo Avenue in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

2. The City Manager or their designee is authorized to execute the Agreement and all documents attached thereto, on behalf of the City. The City Manager and their designees are further authorized to implement the Agreement on behalf of the City and 433
ATTACHMENT 4 – 2
take all further actions and execute all documents necessary or appropriate to carry out the Agreement. The City Attorney retains the authority to make minor modifications as long as the financial terms remain unaffected.

3. The aforementioned Agreement and any related documents shall be retained by the City Clerk as a permanent file.

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, City Clerk
435
ATTACHMENT 5 – 1

HOUSING AUTHORITY
OF THE

CITY OF BURBANK, CALIFORNIA
RESOLUTION NO. H-_____

A RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF BURBANK APPROVING A MODIFICATION AGREEMENT REGARDING THE USE OF 2321

NORTH CATALINA STREET AMONG THE CITY OF BURBANK, THE HOUSING

AUTHORITY OF THE CITY OF BURBANK, AND THE BURBANK HOUSING

CORPORATION AND MAKING A DETERMINATION OF CATEGORICAL

EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

D. The Authority has duly considered all terms and conditions of the proposed Agreement and believes that the modification of the use of the Activity Center space pursuant thereto, is in the best interests of the City and the health, safety, and welfare of its residents, and in accord with the public purposes and provisions of applicable state and local laws and requirements.

E. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 2321 North Catalina Street in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

2. The Executive Director or their designee is authorized to execute the Agreement, and all documents attached thereto, on behalf of the Authority. The Executive Director or their designee is further authorized to implement the Agreement on behalf of the Authority and take all further actions and execute all documents necessary or appropriate to carry out the intent of the Agreement. The Authority Counsel retains the authority to make minor modifications as long as the financial terms 436
ATTACHMENT 5 – 2
remain unaffected.

3. The aforementioned Agreement and any related documents shall be retained by the Authority Clerk as a permanent file.

PASSED AND ADOPTED this ________ day of __________________, 2026. _______________________
Tamala Takahashi
Chairperson of the Housing Authority
of the City of Burbank
Attest:
_____________________________
Kimberley Clark, Clerk of the
Housing Authority of the City of Burbank
Approved as to Form
Office of the City Attorney
By: __________________________
Joseph H. McDougall,
Counsel to the Housing
Authority of the City of Burbank
437
ATTACHMENT 5 – 3

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

CITY OF BURBANK )
I, Kimberley Clark, Clerk of the Housing Authority of the City of Burbank, do hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the Housing Authority of the City of Burbank at its regular meeting held on the ____ day of ___________, 2021 by the following vote:

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, Clerk
438
ATTACHMENT 6 – 1

HOUSING AUTHORITY
OF THE

CITY OF BURBANK, CALIFORNIA
RESOLUTION NO. H-_____

A RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF BURBANK APPROVING A MODIFICATION AGREEMENT REGARDING THE USE OF 153 W.

ELMWOOD AVENUE AMONG THE CITY OF BURBANK, THE HOUSING

AUTHORITY OF THE CITY OF BURBANK, AND THE BURBANK HOUSING

CORPORATION AND MAKING A DETERMINATION OF CATEGORICAL

EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

E. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 153 W. Elmwood Avenue in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

3. The aforementioned Agreement and any related documents shall be retained by the Authority Clerk as a permanent file.

PASSED AND ADOPTED this ________ day of __________________, 2026. _______________________
Tamala Takahashi
Chairperson of the Housing
Authority of the City of Burbank
Attest:
_____________________________
Kimberley Clark, Clerk of the
Housing Authority of the City of Burbank
Approved as to Form
Office of the City Attorney
By: __________________________
Joseph H. McDougall,
Counsel to the Housing
Authority of the City of Burbank
440
ATTACHMENT 6 – 3

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, Clerk
441
ATTACHMENT 7 – 1

HOUSING AUTHORITY
OF THE

CITY OF BURBANK, CALIFORNIA
RESOLUTION NO. H-_____

A RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF BURBANK APPROVING A MODIFICATION AGREEMENT REGARDING THE USE OF 1819

GRISMER AVENUE AMONG THE CITY OF BURBANK, THE HOUSING AUTHORITY

OF THE CITY OF BURBANK, AND THE BURBANK HOUSING CORPORATION AND

MAKING A DETERMINATION OF CATEGORICAL EXEMPTION UNDER THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

E. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 1819 Grismer Avenue in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

2. The Executive Director or their designee is authorized to execute the Agreement, and all documents attached thereto, on behalf of the Authority. The Executive Director or their designee is further authorized to implement the Agreement 442
ATTACHMENT 7 – 2
on behalf of the Authority and take all further actions and execute all documents necessary or appropriate to carry out the intent of the Agreement. The Authority Counsel retains the authority to make minor modifications as long as the financial terms remain unaffected.

3. The aforementioned Agreement and any related documents shall be retained by the Authority Clerk as a permanent file.

PASSED AND ADOPTED this ________ day of __________________, 2026. _______________________
Tamala Takahashi
Chairperson of the Housing
Authority of the City of Burbank
Attest:
_____________________________
Kimberley Clark, Clerk of the
Housing Authority of the City of Burbank
Approved as to Form
Office of the City Attorney
By: __________________________
Joseph H. McDougall,
Counsel to the Housing
Authority of the City of Burbank
443
ATTACHMENT 7 – 3

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, Clerk
444
ATTACHMENT 8 – 1

HOUSING AUTHORITY
OF THE

CITY OF BURBANK, CALIFORNIA
RESOLUTION NO. H-_____

A RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF BURBANK APPROVING A MODIFICATION AGREEMENT REGARDING THE USE OF 241 W.

VERDUGO AVENUE AMONG THE CITY OF BURBANK, THE HOUSING

AUTHORITY OF THE CITY OF BURBANK, AND THE BURBANK HOUSING

CORPORATION AND MAKING A DETERMINATION OF CATEGORICAL

EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

C. The Owner is not requesting City or Authority financial assistance for the change in use of the Activity Center space.

E. The project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15301 of the CEQA Guidelines as minor alteration of existing facilities.

THE HOUSING AUTHORITY OF THE CITY OF BURBANK RESOLVES:

1. The Modification Agreement for 241 W. Verdugo Avenue in the form attached to the Staff Report dated May 19, 2026, together with all exhibits is approved.

3. The aforementioned Agreement and any related documents shall be retained by the Authority Clerk as a permanent file.

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.

AYES:

NOES:

ABSENT:
___________________________
Kimberley Clark, Clerk
447
1 RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
275 East Olive Avenue
P.O. Box 6459
Burbank, CA 91510-6459
Attn: Housing Director
No recording or document fee
pursuant to Government Code
Section 27383 and Revenue
and Taxation Code
Section 11922
APN: 2464-008-030 (SPACE ABOVE THIS LINE FOR RECORDER'S USE)

MODIFICATION AGREEMENT
(Project No. 8A,
Golden State Activity Center (aka Community Resource Center), 2321 N. Catalina Street)
THIS MODIFICATION AGREEMENT (the "Modification Agreement") is entered into as of __________ 2026 (the "Effective Date") among the HOUSING AUTHORITY OF THE CITY OF BURBANK, a public body, corporate and politic (the "Authority") as successor to the housing assets and duties of the dissolved Redevelopment Agency of the City of Burbank (the "Agency"), the CITY OF BURBANK, a municipal corporation and charter city (the "City"), and BURBANK HOUSING CORPORATION, a California nonprofit public benefit corporation ("BHC"). The Authority, the City, and BHC are each referred to as a "Party," and collectively are referred to as the "Parties."

RECITALS
A. BHC is the owner of certain property located at 2321-2323 N. Catalina Street, Burbank, California and more particularly described on Exhibit A attached hereto and made a part hereof (the "Property"). BHC desires to change the use of the activity center space currently located on the Property at 2321 N. Catalina Street (the "Activity Center Space") to one (1) moderate income 2 bedroom/1½ bath residential unit no later than January 1, 2028.

B. BHC and the Agency entered into an Affordable Housing Agreement dated June 17, 2004 (the "AHA"), whereby BHC agreed to rehabilitate the Property, along with 2321 North Fairview Street.

C. In connection with the AHA, BHC and the Agency entered into a Regulatory Agreement dated as of June 17, 2004, and recorded on the Property on June 23, 2004 as Document No. 04-1599871 in the Official Records (the "Regulatory Agreement"). The Regulatory Agreement was amended by Amendment No. 2 to Affordable Housing Agreements ATTACHMENT 9 - 1
448
2 and Related Regulatory Agreements dated as of September 23, 2010 (the "Global Amendment No. 2"), and the related Regulatory Agreement Amendment dated as of September 23, 2010 and recorded on the Property on October 19, 2010 as Document No. 20101493655 in the Official Records (the "Global Regulatory Agreement Amendment"). The Regulatory Agreement and the Global Regulatory Agreement Amendment were amended by that Third Amendment to Regulatory Agreement (Phase 1 – 2025 Master Loan Amendment – Catalina – Project No. 8A) dated as of September 22, 2025 and recorded on the Property on December 2, 2025 as Document No.20250862075 in the Official Records (the "Third Regulatory Agreement Amendment").

D. The Agency made a loan to BHC through the AHA. The City, the Agency and BHC entered into a consolidated loan agreement approved by the City and Agency on March 21, 2006 and executed on January 2, 2007, and as amended on November 20, 2008, which combined the loans made by the City and Agency for the Property and other properties into one loan agreement to assure that all of the terms remained consistent and to treat all of the individual properties as one large project (the "MLA"). On January 14, 2025, the Authority, the City and BHC entered into the Amended and Restated Master Loan Agreement (Phase 1) which amended and restated in their entirety the Loan Agreement (as amended), promissory note (as amended), deed of trust (as amended), MLA, and other agreements related to Property and twenty-three other properties (the "2025 MLA").

E. The Parties now desire to modify the AHA, the 2025 MLA, the Regulatory Agreement, the Global Amendment No. 2, the Global Regulatory Agreement Amendment, the Third Regulatory Agreement Amendment and any and all documents by or among any of the Parties related to Property in Burbank, California (the "Catalina Documents") attached as Exhibit B to permit the conversion of the Activity Center Space to one (1) moderate income 2 bedroom/1½ bath residential unit.

NOW, THEREFORE, in consideration of the foregoing recitals, which are incorporated herein by this reference, and the mutual benefits accruing to the parties hereto and other valuable consideration, the receipt and sufficiency of which consideration is hereby acknowledged, it is hereby declared, understood and agreed as follows:

1. Defined Terms. All capitalized terms not defined in this Modification Agreement shall have the meanings ascribed to them in the 2025 MLA.

2. Conversion of Use. The Parties agree that BHC can cease the use of the Activity Center Space as an activity center as of June 2026 and thereafter renovate the Activity Center Space as one (1) 2 bedroom/1½ bathroom residential unit to be occupied by and rented at affordable rent (as defined the Regulatory Agreement) by Low or Moderate Income Households (as defined in the Regulatory Agreement) no later than January 1, 2028. BHC is not requesting financial assistance from the City or the Authority for this renovation.

3. Amendment of AHA. Effective as of the Effective Date unless otherwise noted below, the AHA is hereby amended as follows:

ATTACHMENT 9 - 2
449
3 (a) Effective as of January 1, 2028, the first paragraph on Section 301 is replaced with the following:
"The Developer agrees to make available, restrict occupancy to, and lease one (1) of the rehabilitated housing units on the Property to Very Low Income Households as defined in Health and Safety Section 50105 ("Very Low Income Unit"), six (6) of the rehabilitated housing units on the Property to Lower Income Household as defined in Health and Safety Code Section 50079 .5 ("Lower Income Units"), and eight (8) of the rehabilitated housing units on the Property to Persons and Families of Low or Moderate Income as defined in Health and Safety Code Section 50093 ("Moderate Income Units"), all at Affordable Rents for the respective income levels as set forth in Section 302 (the "Affordable Units"). The Developer shall further restrict the units by ensuring that the Very Low Income Unit is a one-bedroom unit, that the Low Income Units are all onebedroom units, and that three of the Moderate Income Units are onebedroom units and the other five Moderate Income Units are two-bedroom units (with at least one of these two-bedroom to include one and one-half baths). Other than complying with the affordability mix required by the first sentence of this paragraph, and the bedroom mix required of the second sentence of this paragraph, nothing in this Agreement shall be construed to require specific units within the Property to be restricted.

After a tenant's initial occupancy of an Affordable Units, the tenant's income may increase above the levels prescribed for Very Low Income Households, Lower Income Households, or Persons and Families of Low or Moderate Income, as applicable, provided that if the tenant's income exceeds fifty percent (50%) for a Very Low Income Household, eighty percent (80%) for a Lower Income Household, or one hundred twenty (120%) for a Person or Family of Low or Moderate Income Household, adjusted for family size, the rent charged by Developer may be increased to the maximum rent set forth in Section 302 hereof. The Developer shall comply with the terms set forth below."

4. Amendment of Regulatory Agreement. Effective as of the Effective Date unless otherwise noted below, the Regulatory Agreement is hereby amended as follows:
(a) The words "including the conversion of an existing building into an activity center," are hereby deleted from Recital C.
(b) Effective as of January 1, 2028, the first paragraph on Section 4 is replaced with the following:
"The Developer agrees to make available, restrict occupancy to, and lease one (1) of the rehabilitated housing units on the Property to Very Low Income Households as defined in Health and Safety Section 50105 ("Very Low Income Unit"), six (6) of the rehabilitated housing units on ATTACHMENT 9 - 3
450
4 the Property to Lower Income Household as defined in Health and Safety Code Section 50079 .5 ("Lower Income Units"), and eight (8) of the rehabilitated housing units on the Property to Persons and Families of Low or Moderate Income as defined in Health and Safety Code Section 50093 ("Moderate Income Units"), all at Affordable Rents for the respective income levels as set forth in Section 5 (the "Affordable Units").

The Developer shall further restrict the units by ensuring that the Very Low Income Unit is a one-bedroom unit, that the Low Income Units are all one-bedroom units, and that three of the Moderate Income Units are one-bedroom units and the other five Moderate Income Units are twobedroom units (with at least one of these two-bedroom to include one and one-half baths). Other than complying with the affordability mix required by the first sentence of this paragraph, and the bedroom mix required of the second sentence of this paragraph, nothing in this Agreement shall be construed to require specific units within the Property to be restricted.

After a tenant's initial occupancy of an Affordable Units, the tenant's income may increase above the levels prescribed for Very Low Income Households, Lower Income Households, or Persons and Families of Low or Moderate Income, as applicable, provided that if the tenant's income exceeds fifty percent (50%) for a Very Low Income Household, eighty percent (80%) for a Lower Income Household, or one hundred twenty (120%) for a Person or Family of Low or Moderate Income Household, adjusted for family size, the rent charged by Developer may be increased to the maximum rent set forth in Section 5 hereof. The Developer shall comply with the terms set forth below."

5. Amendment of 2025 MLA. Effective as of the Effective Date unless otherwise noted below, the 2025 MLA is hereby amended as follows:
(a) The last three sentences of Recital E are hereby deleted. (b) The words "and construction of an activity center to be used for after school care by the focus neighborhood of the Grismer and Elliott projects" are hereby deleted from Recital I.6.
(c) The second sentence of Recital I.8 reading "An activity center serves the neighborhood" is hereby deleted.
(d) The fourth sentence of Recital I.9 reading "An activity center serves the neighborhood" is hereby deleted.
(e) Effective as of January 1, 2028, the text in (d) of the definition of "Operating Expenses in Section 1.2 reading "specific expenses required in the operation of onsite activity centers" is replaced with "INTENTIONALLY DELETED". (f) The words "activity centers and" are hereby deleted from Section 1.9.

ATTACHMENT 9 - 4
451
5 6. Amendment of the Global Amendment No. 2. Effective as of the Effective Date unless otherwise noted below, Global Amendment No. 2 is hereby amended as follows:
(a) The last three sentences in Recital D of Global Amendment No. 2 are hereby deleted.
(b) The second sentence in Recital N is hereby deleted. (c) The second sentence in Recital O is hereby deleted.

7. References to Activity Center or Activity Center. All references to the activity center or activity center are hereby deleted from the Catalina Documents.

8. Full Force and Effect. Except as set forth in this Modification Agreement, the Catalina Documents remain unmodified and are in full force and effect.

9. Exhibits and Attachments Incorporated. All exhibits and attachments referred to in this Modification Agreement and attached to it are hereby incorporated in it by this reference.

In the event there is a conflict between any of the terms of this Modification Agreement and any of the terms of any exhibit or attachment to this Modification Agreement, the terms of this Modification Agreement shall control the respective duties and liabilities of the parties hereto.

10. Successors and Assigns. This Modification Agreement shall be binding on and inure to the benefit of the legal representatives, heirs, successors and assigns of the parties.

11. California Law. This Modification Agreement shall be governed by and construed in accordance with the laws of the State of California.

12. Counterparts. This Modification Agreement may be signed by the different parties hereto in counterparts, each of which shall be deemed an original but all of which together shall constitute one and the same agreement.
[Signatures on following page.]
ATTACHMENT 9 - 5
452
S-1
IN WITNESS WHEREOF, Authority, City and BHC have executed this Agreement as of the Effective Date.
"AUTHORITY"

HOUSING AUTHORITY OF THE CITY OF
BURBANK, a public body, corporate and politic
By:
________________________________
Justin Hess, Executive Director
Attest:
___________________________________
Kimberley Clark, City Clerk
"CITY"
CITY OF BURBANK, a municipal corporation
and charter city
By: ________________________________
Justin Hess, City Manager
Attest:
___________________________________
Kimberley Clark, City Clerk
Approved as to Form and Legal Content
Joseph H. McDougall City Attorney/Authority General Counsel By: _______________________________
"BORROWER"

BURBANK HOUSING CORPORATION,
a California nonprofit public benefit corporation
By: _____________________________
Name:___________________________
Its: ______________________________
[Signatures to be acknowledged by notary]
ATTACHMENT 9 - 6
453
By: ____________________________
Starla Warren, President/CEO

STATE OF CALIFORNIA )
)
COUNTY OF __________________ )
On ____________________, before me, ___________________________, Notary Public, personally appeared ______________________________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.
______________________________________
Name: ______________________________
Notary Public
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

ATTACHMENT 9 - 7
454

I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

ATTACHMENT 9 - 8
455

I certify UNDER PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

ATTACHMENT 9 - 9
456
2180\02\4180949.3 A-1
Exhibit A
Legal Description of the Property
That certain real property situated in the City of Burbank, County of Los Angeles, State of California, and described as follows:

LOTS 100 AND 101 OF TRACT NO. 9443, IN THE CITY OF BURBANK, COUNTY

OF LOS ANGELES, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 144 PAGES 5 AND 6 OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.

ATTACHMENT 9 - 10
457
Exhibit B 1
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458
Exhibit B 1
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459
Exhibit B 1
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460
Exhibit B 1
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461
Exhibit B 1
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462
Exhibit B 1
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463
Exhibit B 1
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464
Exhibit B 1
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465
Exhibit B 1
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466
Exhibit B 1
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467
Exhibit B 1
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468
Exhibit B 1
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469
Exhibit B 1
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470
Exhibit B 1
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471
Exhibit B 1
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472
Exhibit B 1
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473
Exhibit B 1
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474
Exhibit B 1
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475
Exhibit B 1
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476
Exhibit B 1
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477
Exhibit B 1
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478
Exhibit B 1
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479
Exhibit B 1
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480
Exhibit B 1
ATTACHMENT 9 - 34
481
Exhibit B 1
ATTACHMENT 9 - 35
482
Exhibit B 1
ATTACHMENT 9 - 36
483

AMENDED AND RESTATED MASTER LOAN AGREEMENT
(Phase 1)
THIS AMENDED AND RESTATED MASTER LOAN AGREEMENT (the
"Agreement") is entered into this 14th day of January, 2025 (the "Effective Date", among the HOUSING AUTHORITY OF THE CITY OF BURBANK, a public body, corporate and politic (the "Authority"), the CITY OF BURBANK, a municipal corporation and charter city, and BURBANK HOUSING CORPORATION, a California nonprofit public benefit corporation (the "Borrower" and/or "BHC"). This Agreement amends and restates in their entirety the Loan Agreements, Promissory Notes, and Deed of Trust, and other agreements related to the projects and properties listed in Recital I below. This Agreement is Phase 1 of a series of anticipated amendments to the Master Loan Agreement approved by the City and Agency on March 21, 2006 and signed by the parties on January 2, 2007, and as amended on November 20, 2008 (the "Master Loan Agreement"), and is intended to modify the loan; future phases may modify project related capital and reserve fund accounts and set forth a process to remove projects from the Master Loan Agreement for redevelopment.

RECITALS
The following recitals are a substantive part of this Agreement:

A. In 1997, the former Redevelopment Agency of the City of Burbank established a nonprofit corporation, the Burbank Housing Corporation, ("BHC") to improve and preserve the existing housing inventory in the City of Burbank, California that is affordable to low-income and moderate-income persons and to provide community assistance and property management services at affordable housing projects within the City of Burbank.

B. The City of Burbank receives funds from the HOME Investment Partnership Act of the United States, 42 U.S.C. Sec. 12701 , et seq, ("HOME"), for the purpose of the production and operation of housing affordable to lower and very low income families. The City also has Community Development Block Grant ("CDBG") funds authorized under Title I of the Housing and Community Development Act of 1974, 42 U.S.C. Sec. 5301 et seq.

C. Pursuant to Section 33334.2 of the California Health and Safety Code Section 33000, et seq., (hereafter "Community Redevelopment Law") the Agency was required to expend a certain percentage of property taxes allocated to it for the purposes of increasing, improving and preserving the City of Burbank's supply of low-and moderate-income housing available at an affordable housing cost. Pursuant thereto, the Agency established a Low and Moderate Income Housing Fund, which is now known as the Low and Moderate Income Housing Asset Fund (the "Housing Fund").

D. Effective February 1, 2012, redevelopment agencies were dissolved in the State of California; the law authorized local housing authorities to accept the former redevelopment agencies assets and housing functions previously performed by the redevelopment agency. On January 31, 2012, the Housing Authority of the City of Burbank ("Authority") accepted the Redevelopment Agency of the City of Burbank ("Agency") housing duties and assets, including the Housing Fund.

E. BHC, the City, and the Agency/Authority have to date worked together to provide and preserve 322 units for low-to-moderate income tenants/owners. Based on the successful 2 !80\02\3876745. 14
Exhibit B 2 ATTACHMENT 9 - 37
484
Elmwood model, the parties recognize that affordable housing requires social centers/services to invigorate neighborhoods and to keep projects successful. In conjunction with some of the neighborhood projects, activity centers have been built which directly benefit the occupants, and for example, provide after school childcare, homework assistance; community service opportunities, including volunteer opportunities and neighborhood involvement, among other vital services to the low and moderate occupants. BHC manages those centers as its owner.

F. To further this partnership, the City, Agency and BHC entered the Master Loan Agreement which modified agreements.and combined all properties into one loan agreement to assure that all of the terms remained consistent and to treat all of the individual properties as one large project, The Master Loan Agreement combined Agency (now Authority) funds ("Authority Loan") and City HOME and CDBO funds ("City Loan"). The Master Loan Agreement included, among other things, cross-collaterization and cross-default clauses as further security for the Authority Loan and the City Loan. The Authority Loan and City Loan together are referred to as the "Loan".

0. The required affordability under the HOME program is 15 years for rehabilitation projects and 20 years for new construction projects; there is no required affordability period under the COBO program. The City promissory note before this modification required compliance with the HOME or COBG regulations for the term of the note, which exceeded the minimum HOME and COBO requirements. BHC and the City desire to reduce the maturity date for each portion of the City Loan to reflect the original maturity date for each portion of the Loan (which matched or exceeded the HOME and/or COBO requirements, as applicable), while increasing the term of the affordability requirements on projects assisted by the City Loan . The result of this modification will eliminate ties with the federal government for the HOME and COBG funds sooner, while extending the term of the affordability restrictions on the projects assisted with HOME and/or CDBG funds. Each portion of the City Loan is or will immediately be forgivable as of the initial term of each loan except for loans associated with certain properties identified in this Agreement. However, BHC and the City also desire to extend the affordability period for each project assisted by the City Loan despite any partial or full forgiveness of the City Loan as further provided in this Agreement.

H. Now the parties desire to further modify, restate, and replace in its entirety the Master Loan Agreement by entering into this Amended and Restated Master Loan Agreement to modify and restate the terms of the Loan to specifically 1) make forgivable each portion of the City Loan as of the initial term of the original note evidencing that portion of the City Loan as set forth in more detail on Schedule 1 to the City Amended and Restated Promissory Note (attached here to as Exhibit A-2) except for the loans related to specified properties as noted in Section 1.1 and on Exhibit A-2; 2) make the annual Authority Loan payment forgivable after the completion of each year of the affordability covenant commencing April 1, 2025 except for the loans related to specified properties as noted in Section 1.1 and on Exhibit A-1; 3) define "affordability covenant period" to be 55 years and three months for the Loan commencing January!, 2025 and ending April 1, 2080 ( "Affordability Period"); 4) eliminate the concept of "residual receipts payments" which had resulted in loan payments only when certain conditions existed; 5) eliminate interest on Authority Loan, including existing outstanding and new interest payments for Authority Loan, to make consistent with City Loan; 6) continue the requirement that two BHC board of director members be comprised of individuals appointed by the City/Authority; and 7) continue certain limitations that currently and must always exist in BHC's Articles of Incorporation and By-laws to restrict any business and mission of BHC to the geographic area of the City of Burbank; this restriction includes but is not 2 2 I 80\02\3876745.14
Exhibit B 2 ATTACHMENT 9 - 38
485
limited to use of any City/Authority funds only for projects located in the City of Burbank (which precludes investing in any non-City of Burbank projects).

I. The projects and properties subject to this Amended and Restated Master Loan Agreement are the following, as well as any future projects which specifically incorporate the Amended and Restated Master Loan Agreement in any City/Authority loan documents regarding those future projects:

1. On October 26, 1999, BHC entered into an affordable housing agreement with the City and Agency to assist in the rehabilitation of 2331-2333 North Fairview Street, then improved as a single-family home and a three-unit apartment building. The City provided an interest free loan of HOME funds and the Agency provided a loan (hereafter referred to as "Project No. l ").

2. On April 25, 2001, BHC entered into an affordable housing agreement with the City and Agency to acquire, rehabilitate and manage a then duplex and two-unit apartment building located at 3000-3006 Thornton Avenue (hereafter referred to as "Project No.2"), with financial assistance by the Agency and City HOME funds.

3. On July 10, 2001, BHC entered into an affordable housing agreement with the City and the Agency to acquire, rehabilitate and manage real property located at 199 West Elmwood A venue which was then improved with a six-unit apartment building. The transaction also consolidated the prior purchase agreement obligations entered into on November 30, 1999 (the Elmwood model), concerning the acquisition of 153, 158-159,164- 165, 170-171, 188, 194 Elmwood. BHC provided a consolidated Promissory Note to the Agency, in exchange for Agency funds. This Elmwood project is collectively referred to as "Project No.3".

4. On July 16, 2002, BHC entered into an affordable housing agreement with the City and Agency concerning the acquisition, rehabilitation, and management of 1721 Elliot Drive, then improved with an eight-unit apartment building. Under the terms of the affordable housing agreement, the City agreed to loan BHC funds, a portion from CDBG, and a portion from HOME funds. The Agency also lent BHC funds for this project. The Elliot project is hereafter referred to as "Project No. 4" .

5. On May 27, 2003, BHC and the Agency entered into an affordable housing agreement concerning 3030 Thornton Avenue, which was then improved with a single family dwelling. The Agency provided a loan to BHC. The 3030 Thornton Avenue project is hereafter referred to as "Project No. 5" .

6. On September 23, 2003, BHC and Agency entered into a disposition and development agreement ("DOA") and lease agreement whereby BHC agreed to rehabilitate and then lease the property at 1801-1815 Grismer A venue, 1819 Grismer A venue and 1 729- 1735 Elliott Drive. As part of the ODA, the Agency provided BHC a loan for the rehabilitation of existing structures and construction of an activity center to be used for after school care by the focus neighborhood of the Grismer and Elliott projects. The aforementioned project is hereafter referred to as "Project No. 6" . 3 2 ! 80\0213876745.14
Exhibit B 2 ATTACHMENT 9 - 39
486

7. On November 18, 2003, BHC entered into an affordable housing agreement with the City for assistance to purchase and rehabilitate seven units at 2325 and 2335 Fairview Street. The City provided a loan to BHC from HOME funds (hereafter "Project No. 7").

8. On June 15, 2004, BHC and the Agency entered into an affordable housing agreement whereby Agency provided a loan to fund the acquisition, rehabilitation and management of the property located at 2321 North Fairview Street and 2321-2323 North Catalina Street and related relocation costs for displaced households. An activity center serves the neighborhood. This Project involves multiple unrelated properties. Though this amendment, this Project is being divided into two separate projects: 1) 2321- 2323 N.

Catalina ("Project No. 8A") and 2) 2321 N. Fairview Street ("Project No. 8B"). The loan amounts and promissory notes are also being divided as follows: 1) 65%; to Project No. 8A; and 2) 35% to Project No. 8B.

9. On May 4, 2004, the Agency and BHC restructured and consolidated affordable housing agreements in the Lake-Verdugo Focus Neighborhood, as to 220 West Tujunga Avenue, 237, 241-243, and 257 West Verdugo Avenue, which had been entered into separately in 2000-01. The City (HOME and CDBG) and the Agency had provided funding under the initial agreements. The restructured debt included additional Agency funds lent to BHC to pay off certain private financing. An activity center serves the neighborhood. The Verdugo-Lake Focus Neighborhood projects are hereafter referred to as "Project No. 9".

10. On July 19, 2005, BHC entered into an affordable housing agreement with the Agency whereby the Agency lent BHC funds to assist in the acquisition of the property located at 1902 Keeler Street. The Keeler project is hereafter referred to as "Project No. 10." As part of the Keeler Homeownership Development June 16, 2009, Project No. 10 has been removed from the Master Loan process and treated individually. However, the documents that went before Council in January, 2025 inadvertently included Property No. IO, Administratively, the City Attorney through Resolution No. 25-29,585 and the Assistant Executive Director ( authority to issue estoppels and interpretations of the Regulatory Agreement ) have opined that this property should be deleted from the final agreement and all of the exhibits, for the debt had been released from the MLA in 2009 (Council Resolution No. 27,924 and Redevelopment Agency Resolution R-2215). Therefore, Project No. 10 is hereby intentionally deleted.

11. On January 31, 2006, the Agency and City approved a Disposition and Development Agreement and a Lease with BHC for the property located at 313 and 427 West Valencia A venue ("Project No. 11 ").

12. On April 4, 2006, the City (HOME funds) and Agency lent BHC funds for the purchase and rehabilitation ten rental units at 157 West Linden Avenue and 160 West Elm Court/159 West Linden Avenue ("Project No. 12").

13. On January 23, 2007, the Agency, City and BHC entered into an Affordable Housing Agreement for the property located at 261 West Verdugo Avenue which was rehabilitated to provide for eight affordable rental units using City HOME funds and Agency funds ("Project No. 13").
4 2180\02\3876745.14
Exhibit B 2 ATTACHMENT 9 - 40
487

14. On January 23, 2007, Agency and BHC entered into an Affordable Housing Agreement whereby BHC agreed to provide six rental units at 2219 and 2329 North Niagara Street. Agency funds were lent to allow for BHC to purchase and rehabilitate the property ("Project No. 14").

15. On November 25, 2008, and amended on Oct. 9, 2009, BHC recorded a regulatory agreement, whereby BHC agreed to acquire and rehabilitate four (4) rental units to low and very low income households. Agency funds and City HOME funds were lent to BHC for this property located at 2406 North Naomi Street ("Project No. 15").

16. On January 15, 2009, BHC recorded a regulatory agreement agreeing to maintain 34 affordable units at 275 W. Verdugo. Agency funds were lent to BHC for this Property ("Project No. 16").

17. On October 13, 2009, BHC recorded a regulatory agreement agreeing to maintain four affordable units at 2615 Thorton A venue, Agency and City (HOME) lent BHC funds to acquire and rehab the property ("Project No. 17").

18. On August 27, 2010, BHC recorded a regulatory agreement agreeing to maintain four affordable units at 225 W. Linden Avenue. Agency and City (HOME) lent BHC funds for this property ("Project Property No. 18").

19. On December 17, 2010, BHC recorded a regulatory agreement agreeing to maintain seven affordable units at 2234 N. Catalina Street. Agency and City (HOME) lent BHC funds for this property ("Project No. 19").

20. On May 25 , 2011, BHC recorded a regulatory agreement agreeing to maintain 20 affordable units at 2223-2235 N. Catalina Street. Agency and City lent BHC funds for this property ("Project No. 20").

21. On November 1, 2012, BHC recorded a regulatory agreement agreeing to maintain three affordable units at 2300 Niagara Street . City lent HOME funds for this property ("Project No 21 "). •

22. On August 22, 2013 , BHC recorded a regulatory agreement agreeing to maintain eleven affordable units at 1101 W, Verdugo A venue and 1108 W. Angeleno Avenue. City (along with multiple other funding sources, MHP and federal fund) lent BHC HOME funds for this property ("Project No. 22").

23. On July 11 , 2017, Authority, City and BHC entered into an Affordable Housing Agreement whereby BHC agreed to rehabilitate 10 rental units at 153, 159 and 199 Elmwood Avenue. City HOME funds were lent to allow for BHC to rehabilitate 10 units in the existing three buildings on the properties ("Project No. 23").

24. On March 6, 2018, BHC recorded a regulatory agreement agreeing to maintain three affordable units at 1932 N. Ontario. Authority and City (HOME) lent BHC funds for this property ("Project No. 24").
5 2 I 8010213876745. 14
Exhibit B 2 ATTACHMENT 9 - 41
488

25. On November 15, 2018, BHC recorded a regulatory agreement agreeing to maintain three affordable units at 2300 N. Fairview. City (HOME) and Authority lent BHC funds for this property ("Project No. 25").

J. It is intended by the parties to amend and/or restate the applicable Affordable Housing Agreements, Promissory Notes, Deed of Trust, Regulatory Agreements, and Ground Leases, as necessary, as to the changes set forth herein, for all projects mentioned in Recital I above, to be made consistent with this Amended and Restated Master Loan Agreement ("Related Agreements").

NOW, THEREFORE, Authority, City and BHC (or the Borrower) hereby agree as follows:

1. Loans for individual properties. The Promissory Notes in favor of the Authority or Agency, and those in favor of the City, applicable to the Project Nos. 1-9 and 11- 25 shall be amended and restated to conform to this Agreement, with Exhibit A-1 as the form promissory note for Authority Loan and Exhibit A-2 as the form promissory note for City (HOME and CDBG) Loan ("Notes"). Exhibits A-1 and A-2 are incorporated herein by reference. However, it is not intended to amend any portion of the Promissory Notes relating to the Development Fee. Provisions relating to the Development Fee shall begin with Project No. 15 only, and then apply to all future projects that specifically provide for it. Notwithstanding the foregoing, this Agreement amends and restates each separate loan agreement, where such existed, or other applicable document, and related Agreement, such as Affordable Housing Agreements and to the extent that this Agreement is inconsistent with any prior agreement affecting the. aforementioned Projects, this Agreement shall prevail. The Notes and Deed of Trust continue to provide that a default on any one Note can result in a default on all of the projects subject to the Agreement now and from time to time any future project in which the Authority/City documents state that that project shall conform to this Agreement , which can result in the Authority or City exercising foreclosure rights on all of the projects. Accounting shall be maintained for each individual project in compliance with this Agreement.

1.1 Repayment of Amended Loan; Interest The Borrower's obligation to repay the Amended and Restated Master Loan shall be set forth in the Authority Note and City Note. The payments on the Authority Note shall be due annually commencing April l, 2026 for the period of January 1, 2025 - December 31, 2025. No payment shall be due for the period from December 31, 2024 to April 1, 2025. The term of the Authority Loan and Authority Note shall be for fifty-five (55) years and three (3) months commencing January 1, 2025. As long as there is no breach of the affordability terms during the Affordability Period, payments on the Authority Loan and Authority Note shall be forgiven after every 12 months on April l of each year for the immediately preceding calendar year by the amount 1155th of the initial balance (as to the total balance and for the amount of such loan for each project which received Authority Loan funds as shown on Schedule l to the Authority Amended and Restated Promissory Note (attached hereto as Exhibit A-1); and completely, for the Authority Note, upon the expiration of the Affordability Period (April 1, 2080); provided however, that the portions of the Authority Loan and Authority Note attributable to Project No. 1, Project No. 7, and Project No. 8B (2331-2333 North Fairview, 2325-2335 North Fairview, and 2321 North Fairview properties (the "Fairview Properties")) shall have terms for fifty-five (55) years and three (3) months commencing January l, 2025 and expiring at the end of the Affordability Period, April l, 2080, shall not bear interest, and shall not be forgiven and instead will be due and payable at the end of the Affordability Period. The term for each portion of the City Loan and City Note is as set forth in on Schedule 1 to the City Amended and Restated Promissory Note (attached here to as Exhibit A-2). As long as there is no breach of the affordability terms during the Affordability Period, 6 2 l 80\0213876745.14
Exhibit B 2 ATTACHMENT 9 - 42
489
no payments shall be due on the City Loan or City Note, and each portion of the City Loan is hereby forgiven or will be forgiven as of the initial term of the original note evidencing the applicable portion of the City Loan as set forth on Schedule I to the City Amended and Restated Promissory Note (attached here to as Exhibit A-2); provided however, that the portions of the City Loan and City Note attributable to the Fairview Properties shall have terms for fifty-five (55) years and three (3) months commencing January 1, 2025 and expiring at the end of the Affordability Period, shall not bear interest, and shall not be forgiven and instead will be due and payable at the end of the Affordability Period. Upon a breach of the affordability terms during the Affordability Period, then any remaining principal balance of the Notes shall be due immediately. Borrower shall no longer make an annual payment or any Loan payment unless payments are accelerated in accordance with the Notes. No interest shall be incurred or owed on the Loan or under the Notes or any other document evidencing the Loan effective as of December 31, 2024, and all Note balances shall be reset as of that date. This modified repayment schedule eliminates any payment from residual receipts, and references to residual receipts in any documents involving the projects subject to this Agreement are hereby deleted.

If the Fairview Properties have not been released from the terms of this Agreement and Deed of Trust by the date five (5) years after the Effective Date, or earlier if requested by BHC, the terms of the Loan associated with those properties will revert to the terms for the other properties covered by this Agreement for the Authority Loan and City Loan respectively. In that case, the notes for the Fairview Properties will be modified to reflect those terms.

1.2 Definitions. As used in this Master Loan Agreement the following definitions apply:
"Approved General Administrative Costs" shall mean costs incurred by Borrower as a nonprofit corporation which are not directly attributable to a specific project, but which are directly related to preserving affordable housing for low-to moderate-income households in accordance with Health & Safety Code Sec. 33334.2(e) and consistent to the mission statement and goals of Borrower in accordance with Articles of Incorporation and By-laws. "Developer Fee" shall mean a compensation to Borrower as a developer fee as set forth in the Affordable Housing Agreements, for the time and risk involved to develop the specific project. The Developer Fee can only be used to further Borrower's mission and goals, and for no other purposes. The Developer Fee shall be kept in a separate account by Borrower which shall be capped at $600,000. During the Annual Budget process, Borrower shall provide a proposed budget as to the anticipated expenditure of these funds. Developer Fees further shall be paid as specified in the individual project Affordable Housing Agreement, or set forth in this Agreement. " Income" shall mean all gross income and all revenues of any kind from the Property ( each Project is hereafter referred to as Property) in a calendar year, including without limitation, Property rents, late charges, laundry revenues, vending machines, interest on security deposits, food service, if any, and any other revenues of whatever kind or nature from the Property. "Operating Expenses" shall mean actual, reasonable and customary (for comparable affordable housing projects in Los Angeles County) costs, fees and expenses directly incurred, paid, and attributable to the operation, maintenance, and management of the Property in a calendar year, including: (a) property management fee from the Property; (b) painting, cleaning, repairs, alterations, landscaping, utilities, sidewalk repair; refuse removal, certificates, permits and licenses, sewer 7 2180\02\3876745 .14
Exhibit B 2 ATTACHMENT 9 - 43
490
charges, real and personal property taxes, assessments, insurance, security, advertising and promotion, janitorial services not included in property management, cleaning and building supplies, purchase, repair, servicing and installation of appliances, equipment, fixtures and furnishings, fees and expenses of accountants, attorneys and other professionals; ( c) asset management fee; ( d) specific expenses required in the operation of on-site activity centers; ( e) other costs consistent with Borrower's Articles oflncorporation and By-Laws, and Borrower's operating deficiencies of other Affordable Housing Projects not covered by operating reserves; and (f) other actual, reasonable and customary operating costs which are directly incurred and paid by the Borrower. The Operating Expenses shall not in any event include non-cash expenses, including without limitation, depreciation.
"Reserve Deposits" shall mean (a) payments to a capital replacement reserve account in accordance with a capital reserve study, which shall be updated from time to time to the extent payable from cash flow from the Projects; and (b) payments to an operating reserve which shall be equal to six months of then operating expenses. The exact amounts to be deposited annually into the capital replacement reserve account has been initially determined by the Authority's Assistant Executive Director in accordance with the Borrower submitted capital reserve study in a form reasonably acceptable to the Authority's Assistant Executive Director. The capital reserve study shall be updated periodically at the request of the Authority's Assistant Executive Director, and in which case, the amount of capital replacement reserve account shall reflect the updated capital reserve study. Two accounts shall be maintained at all times, each account though can be combined with other Projects' reserve accounts for capital replacement and other Projects' operating reserve accounts. The operating reserve account shall be built up and maintained at an amount equal to six months then operating expenses. It is intended that this operating reserve account shall be capped at the then six month operating expense amount. The capital replacement reserve account and the operating reserve account may then be used on any of the Projects as necessary.

1.3 Annual Budget Process Required. Not later than. November 1 of each year, Borrower shall begin conferring with Authority's Assistant Executive Director and shall present a proposed budget for the following calendar year. During this budget process, the parties shall meet, and the Authority 's Assistant Executive Director shall determine at that time, reserve amounts, the anticipated use of the Developer Fee, as well as the reasonableness of the other estimated expenses and income. With respect to consideration of Approved General Administrative Costs, the Authority's Assistant Executive Director shall determine that the planning and administrative expenses are necessary for the production, improvement, or preservation of low-and moderateincome housing. Before December 31, the Authority's Assistant Executive Director shall provide Borrower with approval as to Approved General Administrative Costs. No later than April 1, Borrower shall obtain annual audited financial statements with respect to Borrower's operations that have been reviewed by an independent certified public accountant together with an expressed written opinion of the certified public accountant that such financial statements present the financial position, results of operations, and cash flows fairly and in accordance with generally accepted accounting principles. One statement can be provided for all Projects as long as each Project is clearly delineated, or separate statements can be provided for each Project. Further, the Authority may audit Borrower at any time, by providing reasonable notice. The audit shall be at Authority's expense.

Notwithstanding the foregoing, however, the total amount of the principal and any other amounts owing under the Notes shall become immediately due and payable upon the earlier to occur of the following:
8 2 180\02\3876745 .14
Exhibit B 2 ATTACHMENT 9 - 44
491
a. the sale, lease, exchange or other conveyance of the real property, or any portion thereof, that is subject to the Deed of Trust securing the Notes ( other than transfers specifically approved by the City and/or Authority); or b. in the event of a default by the Borrower under this Agreement, the Affordable Housing Agreements related to any of the Projects as amended, any Regulatory Agreement recorded against any property subject to the Deed of Trust securing the Notes, the Deed of Trust securing the Notes, or the Notes, which has not been cured within the period of time set forth in those documents.

Failure to declare such amounts due shall not constitute a waiver on the part of the Agency to declare them due subsequently.

1.4 Security for Agency and City Loan. The Notes for Project Nos. 1-9 and 11- 25 have previously been secured by one Deed of Trust with Assignment Rents (Short Form) recorded on October 26, 2006 as Instrument No. 06-2369323 in the Official Records of Los Angeles County (the "Deed of Trust") as an encumbrance to the Borrower's interest in the collective Projects. An Amended and Restated Deed of Trust will be recorded to reflect the loan modification in the form attached hereto as Exhibit B, and incorporated herein by this reference. The Amended and Restated Deed of Trust secures all of the outstanding Agency/Authority and City Notes related to the Projects.

Each Note includes all of the provisions for cross-default and cross-collateralization. The Amended and Restated Deed of Trust is intended to secure future amounts lent to Borrower from either City and/or Agency in which the future documents state that those amounts are secured by the Amended and Restated Deed of Trust, and other future modifications to this Agreement. This Agreement can be amended at any time to include additional loans from either City alone or the Authority alone, without the consent of the other (either City or Authority). The entire security, therefore, can be foreclosed upon a default in any one of the specific Notes. Once record~ . t~ l!l.5~~e1tt>umber of the Amended and Restated Deed of Trust shall be noted here: )..O~ '5 c,·k' 0'4 ~

1.5 Amendments to Affordable Housing Agreements. As part of this Agreement, the Affordable Housing Agreement for each Project subject to the Loan, if any, shall be modified as provided in this Agreement.

1.6 Affordability Period set forth in Regulatory Agreements. As part of this Agreement, the Regulatory Agreement for each property subject to the Loan shall be modified to provide for a set term of 55 years and three months for the Affordability Period, commencing with Januaryl , 2025, and expiring April 1, 2080. The form of the Third Amendment to Regulatory Agreement shall be in the form set forth as Exhibit C-1 for all Projects other than Project No. 8A and Project No. 8B, the Third Amendment to Regulatory Agreement for Project No. 8A shall be in the form set forth as Exhibit C-2, and the Third Amendment to Regulatory Agreement for Project No. 8B shall be shall be in the form set forth as Exhibit C-3 , attached hereto and incorporated herein by this reference.

1.7 Subordination. The Deed of Trust shall not be subordinate to any other deeds of trust, unless expressly approved by the Authority and/or City, which approval or denial may be made in its sole and absolute discretion. In the event this provision is in conflict with any other provision in a Related Agreement, this provision shall prevail. Approval by Authority is required as to subordination related to Authority Note; similarly, approval by City is required as to subordination related to City Note.
9 21 80\02\3 876745. I 4
Exhibit B 2 ATTACHMENT 9 - 45
492

1.8 Assignment. The Promissory Notes shall not be assigned by Borrower without the prior written consent of the Authority and/or City.

1.9 Amendments to Articles and By-laws; City Representatives on Board. As further consideration for the Authority Loan and the City Loan, BHC agrees to maintain its Articles of Incorporation and By-laws to reflect that its mission is expanded to provide community services in the City of Burbank and general administrative activities associated with the development, improvement, and preservation of low- and moderate-income housing in the City of Burbank, including but not limited to activity centers and child care, and that its powers and purpose be limited to the geographic boundaries of the City of Burbank. The amended provisions required by this section shall not be changed without Authority and City prior approval. The required provisions shall be reflected in the Articles and By-laws. Whether or not the provisions are incorporated into the articles and by-laws, any violation of this section will further be deemed to be a default of the Amended and Restated Master Loan Agreement, causing acceleration of the Loan herein. Two representatives from the City or Authority shall be on the BHC Board of Directors as appointed by the City or Authority. The two members shall have full Board membership rights including but not limited to voting rights.

1.10 Modification of Ground Leases to Conform to New Term of Affordability Covenants, and Deletion of Residual Receipts Payments. In 2006, BHC and the Agency entered into several fifty-five (55) year leases with a promissory note and payments including interest and residual receipts as repayment. The financial terms of the leases at 1) 427 West Valencia and 313 West Valencia, and 2) 1729-1735 Elliot Dr., 1801-1818 and 1819 Grismer; are modified to eliminate interest past and future, to eliminate any payment from residual receipts, to forgive payments when not in default, and to extend the terms of the leases for 55 years to correspond to the new Affordability Period. The forms of the modifications of the leases are attached as Exhibits D-1 and D-2.

2. Minimum Requirements.

2.1 Operation of Development in Compliance with Affordable Housing Agreements. To the extent not already completed, the Borrower shall rehabilitate (where applicable), operate and maintain each Project in compliance with the requirements of each respective Regulatory Agreement, as amended.

2.2 Maintenance. The Borrower shall maintain each Project in good condition, free of debris, waste and graffiti, in a clean and presentable manner, and in compliance with the Regulatory Agreement associated with each Project, this Agreement and all applicable provisions of the Burbank Municipal Code and other laws Each Project shall be maintained in accordance with this Section 2.2 until the termination of the Affordability Period specified in this Agreement. If a Project is not so maintained, and such condition is not corrected within a reasonable period after written notice thereof from the Authority, then the Authority may perform the necessary maintenance, and Borrower shall pay such costs as are reasonably incurred for such maintenance.

2.3 Indemnity and Insurance. Borrower shall furnish the City and Authority with proper evidence of the insurance which is required pursuant to the Regulatory Agreements and this Agreement. At a minimum the following standards shall apply: The Borrower shall take out and maintain or shall cause its contractor to take out and maintain during the Affordability Period a comprehensive general liability policy in the amount of not less than Two Million Dollars 10 2 I 80\02\3876745.14
Exhibit B 2 ATTACHMENT 9 - 46
493
($2,000,000) combined single limit policy, and a comprehensive automobile liability policy with limits of not less than One Hundred Thousand Dollars ($100,000) per person and Three Hundred Thousand Dollars ($300,000) per accident for bodily injury and not less than Twenty-Five Thousand Dollars ($25,000) per accident for property damage. Borrower shall maintain insurance in the amount of Two Million Dollars ($2,000,000) against damages sustained by reason of any action, claim or demand made by reason of breach or claim for breach of contract, or by reason of any contractual liability or alleged contractual liability on any contract entered into by the Borrower or its contractors, subcontractors, agents or employees with respect to the Property. Borrower shall also require all property managers to maintain comparable insurance, and to also maintain fidelity (employee dishonesty) insurance in a commercially reasonable amount. All policies shall protect the Borrower, City and Authority from claims for such damages, and be issued by an insurance carrier qualified to do business in the State of California, which carrier is reasonably satisfactory to the Authority. Such policy or policies shall be written on an occurrence form. The Borrower shall also furnish or cause to be furnished to the Authority Assistant Executive Director evidence satisfactory to the City Attorney that Borrower and any contractor with whom it has contracted for the performance of work on any Project or otherwise pursuant to this Agreement carries workers' compensation insurance as required by law. The Borrower shall furnish a certificate of insurance countersigned by an authorized agent of the insurance carrier on a form approved by the Authority setting forth the general provisions of the insurance coverage each year. This countersigned certificate shall name the City and the Authority and their respective officers, agents, and employees as additionally insured parties under the policy, and the certificate shall be accompanied by a duly executed endorsement evidencing such additional insured status, which shall be provided as a separate endorsement attached to the certificate. The certificate and separate endorsement by the insurance carrier shall contain a statement of obligation on the part of the carrier to notify City and the Authority of any material change, cancellation or termination of the coverage at least thirty (30) days in advance of the effective date of any such material change, cancellation or termination.

Coverage provided hereunder by the Borrower shall be primary insurance and not be contributing with any insurance maintained by the Authority or City, and the policy shall contain such an endorsement. The insurance policy or the endorsement shall contain a waiver of subrogation for the benefit of the City and the Authority. The required certificate shall be updated annually, and the City and Authority reserve the right to increase these amounts no more than once every five years in a commercially reasonable amount determined by the City's Risk Manager. Borrower shall also take out and maintain until the end of the Affordability Period a policy of property damage insurance, with the policy amount in the full replacement value of the Property.

In the event Borrower is unable to obtain any of the insurance coverages required herein, the Authority or City may find BHC in default of this Agreement; provided, however, the Borrower may request the Authority's Executive Director to pay for the insurance or to waive said insurance coverage requirements and place the Property and Rehabilitation on the Authority's insurance policy(ies). The Authority's Executive Director may approve or deny Borrower's waiver request in its sole and absolute discretion. Concurrently with Borrower's waiver request, the Borrower shall provide written correspondence from at least three (3) insurance underwriters evidencing Borrower's inability to obtain insurance coverage, regardless of cost. Any cost to the Authority caused by a purchase of insurance or a waiver of insurance coverage, including increased premium, may be added to the amount of the collective Notes under this Amended and Restated Master Loan Agreement, and shall be repaid pursuant to the terms thereof, or Authority may pursue a separate action (such as acceleration of the Notes, nonjudicial foreclosure, or litigation) for repayment of the insurance policy cost, Such action is not limited to the real property. 1 1
2 !80102\3876745. !4
Exhibit B 2 ATTACHMENT 9 - 47
494
In addition to the foregoing, the Borrower shall defend, indemnify, assume all responsibility for, and hold the former Agency, the Authority and the City, and their representatives, volunteers, officers, employees and agents, harmless from all claims, demands, damages, defense costs or liability of any kind or nature relating to the subject matter of this Agreement or the implementation thereof and for any damages to property or injuries to persons, including accidental death (including attorney's fees and costs), which may be caused by any acts or omissions of the Borrower under this Agreement, whether such activities or performance thereof be by the Borrower or by anyone directly or indirectly employed or contracted with by the Borrower and whether such damage shall accrue or be discovered before or after termination of this Agreement. The Borrower shall not be liable for property damage or bodily injury to the extent occasioned by the willful misconduct or sole negligence of the City, the Agency, the Authority or their respective agents or employees.

2.4 [Intentionally reserved.]

2.5 Compliance With Laws. The Borrower shall develop, maintain and operate the Property in conformity with all applicable laws, including all applicable state labor standards, the zoning and development standards of the City of Burbank, building, plumbing, mechanical and electrical codes, and all other provisions of the City Municipal Code, all applicable environmental laws, all state and federal fair housing laws, and all applicable disabled and handicapped access requirements, including without limitation the Americans With Disabilities Act, 42 U.S.C. Section 12101, et seq., Government Code Section 4450, et seq., Government Code Section 11135, et seq. , and the Unruh Civil Rights Act, Civil Code Section 51, et seq. HUD regulations as required for HOME funds shall be complied with whenever HOME funds have been used in a Project.

2.6 Nondiscrimination. Borrower for itself and its successors and assigns, agrees that there shall be no discrimination against or segregation of any person or group of persons, on account of race, color, creed, religion, sex, marital status, national origin, or ancestry in the leasing, subleasing, rental, transferring, use, occupancy, tenure, or enjoyment of the Property nor shall the Borrower or any person claiming under or through the Borrower establish or permit any such practice or practices of discrimination or segregation with reference to the selection, location, number, use, or occupancy, of tenants, leases, sub lessees, subtenants, contractors or vendees in the Property. Borrower shall also comply with the equal opportunity and fair housing requirements set forth in Section 92.350 of the HOME Regulations, as amended.

2.7 Condition of the Property.
a. Borrower Precautions. Borrower shall take all necessary precautions to prevent the release into the environment of any Hazardous Materials which may be located in, on or under the Property. Such precautions shall include compliance with all Governmental Requirements with respect to Hazardous Materials. In addition, Borrower shall install and utilize such equipment and implement and adhere to such procedures as are consistent with commercially reasonable standards as respects the disclosure, storage, use, removal and disposal of Hazardous Materials.
b. Environmental Indemnity. Borrower shall indemnify, defend and hold Agency harmless from and against any claim, action, suit, proceeding, loss, cost, damage, liability, deficiency, fine, penalty, punitive damage, or expense (including, without limitation, attorneys' fees), resulting from, arising out of, or based upon (i) the release from the Property, use 12 21 80\02\3876745 . I 4
Exhibit B 2 ATTACHMENT 9 - 48
495
on the Property, generation on the Property, discharge from the Property, storage on the Property, disposal on or from the Property, or transportation to or from the Property, of any Hazardous Materials during the term of this Agreement, or (ii) the violation, or alleged violation, of any statute, ordinance, order, rule, regulation, permit, judgment or license relating to the use, generation, release, discharge, storage, disposal or transportation of Hazardous Materials on, under, in or about, to or from, the Property. This indemnity shall include, without limitation, any damage, liability, fine, penalty, parallel indemnity after closing, cost or expense arising from or out of any claim, action, suit or proceeding, including injunctive, mandamus, equity or action at law, for personal injury (including sickness, disease or death), tangible or intangible property damage, compensation for lost wages, business income, profits or other economic loss, damage to the natural resource or the environment, nuisance, contamination, leak, spill, release or other adverse effect on the environment; provided, however, under no circumstances shall these indemnity obligations of Borrower include any obligation for payment of punitive damages assessed against former Agency, Authority or City or their officers, employees, agents or representatives.
c. Definitions. For purposes of this Agreement, "Hazardous Materials" means any substance, material, or waste which is or becomes regulated by any local governmental authority, Los Angeles County, the State of California, regional governmental authority, or the United States Government, including, but not limited to, any material or substance which is (i) defined as a "hazardous waste," "extremely hazardous waste," or "restricted hazardous waste" under Section 25115 , 25117 or 25122. 7, or listed pursuant to Section 25140 of the California Health and Safety Code, Division 20, Chapter 6.5 (Hazardous Waste Control Law)), (ii) defined as a "hazardous substance" under Section 25316 of the California Health and Safety Code, Division 20, Chapter 6.8 (Carpenter-Presley-Tanner Hazardous Substance Account Act), (iii) defined as a "hazardous material," "hazardous substance," or "hazardous waste" under Section 25501 of the California Health and Safety Code, Division 20, Chapter 6.95 (Hazardous Materials Release Response Plans and Inventory), (iv) defined as a "hazardous substance" under Section 25281 of the California Health and Safety Code, Division 20, Chapter 6.7 (Underground Storage of Hazardous Substances), (v) petroleum, (vi) friable asbestos, (vii) polychlorinated byphenyls, (viii) methyl tertiary butyl ether, (ix) listed under Article 9 or defined as "hazardous" or "extremely hazardous" pursuant to Article 11 of Title 22 of the California Code of Regulations, Division 4, Chapter 20, (x) designated as "hazardous substances" pursuant to Section 311 of the Clean Water Act (33 U.S.C. § 1317), (xi) defined as a "hazardous waste" pursuant to Section 1004 of the Resource Conservation and Recovery Act, 42 U.S.C. §6901, et seq. (42 U.S.C. §6903) or (xii) defined as "hazardous substances" pursuant to Section 10 l of the Comprehensive Environmental Response, Compensation, and Liability Act, 42 U.S.C. §9601 , et seq.

2.8 Liens and Stop Notices. Borrower shall use its best efforts to prevent any lien or stop notice from being placed on the Property or any part thereof, except as to those liens which are approved encumbrances under this Agreement or the Regulatory Agreement. If a claim of a lien or stop notice is given or recorded affecting the Property, the Borrower shall within thirty (30) days of such recording or service:
a. pay and discharge the same; or
b. effect the release thereof by recording and delivering to Authority a surety bond in sufficient form and amount, or otherwise; or 13 2 I 80\02\3876745.14
Exhibit B 2 ATTACHMENT 9 - 49
496
c. provide Authority and City, if applicable, with indemnification from a title insurance company reasonably acceptable to the Authority against such lien or other assurance which Agency deems, in its sole discretion, to be satisfactory for the payment of such lien or bonded stop notice and for the full and continuous protection of Authority from the effect of such lien or bonded stop notice.

2.9 Taxes and Assessments. Borrower shall pay prior to delinquency all ad valorem real estate taxes and assessments on the properties subject to this Agreement, subject to Borrower's right to contest in good faith any such taxes or to receive an exemption from the payment of such taxes.

3. Borrower's Representations and Warranties. Borrower represents and warrants to Agency as follows:

3.1 Legal Authority. Borrower has full right, power and lawful authority to undertake all obligations as provided herein, and the execution, performance and delivery of this Agreement by Borrower has been fully authorized by all requisite actions on the part of the Borrower. The parties who have executed this Agreement on behalf of Borrower are authorized to bind Borrower by their signatures hereto.

3.2 Litigation. To the best of Borrower's knowledge, there are no actions, suits, material claims, legal proceedings, or any other proceedings affecting the Borrower or any parties affiliated with Borrower, at law or in equity before any court or governmental agency, domestic or foreign, which if adversely determined, would materially impair the right or ability of Borrower to execute or perform its obligations under this Agreement or any documents required hereby to be executed by Borrower, or which would materially adversely affect the financial condition of Borrower or any parties affiliated with Borrower.

3.3 No Conflict. To the best of Borrower's knowledge, Borrower's execution, delivery, and performance of its obligations under this Agreement will not constitute a default or a breach under any contract, agreement or order to which Borrower or any parties affiliated with Borrower is a party or by which it is bound.

3.4 No Bankruptcy. No attachments, execution proceedings, assignments for the benefit of creditors, insolvency, bankruptcy, reorganization, receivership or other proceedings have been filed or are pending or threatened against the Borrower or any parties affiliated with Borrower, nor are any of such proceedings contemplated by Borrower or any parties affiliated with Borrower.

3.5 [Intentionally deleted.]

4. Remedies for Default. A failure by any party to perform any action or covenant required by this Agreement, the Affordable Housing Agreements, the Regulatory Agreements, the Promissory Notes, the Deed of Trust, or any loan or deed of trust for the acquisition, rehabilitation, or operation of the Projects subject to this Agreement, which is senior to the Agency Loan, within the time periods provided herein following notice and failure to cure as described hereafter, constitutes a " Default" under this Agreement. A party claiming a Default shall give written notice of Default to the other parties specifying the Default complained of. Except as otherwise expressly provided in this Agreement, the claimant shall not institute any proceeding against any other party, and the other 14 2 I 80\02\3876745. 14
Exhibit B 2 ATTACHMENT 9 - 50
497
party shall not be in Default if such party cures such default within sixty (60) days of the claimed Default is a failure to pay amounts due pursuant to the Promissory Notes, or one hundred twenty ( 120) days from receipt of such notice for all other claimed Defaults hereunder, unless a longer cure period is provided in the Regulatory Agreements, Promissory Notes, Deed of Trust or other applicable Related Agreement. However, in the event that such Default is other than a failure to pay money and is of such a nature that it cannot reasonably be cured within one hundred twenty (120) days from receipt of such notice, the claimant shall not institute any proceeding against the other party, and the other party shall not be in Default if such party immediately upon receipt of such notice, with due diligence, commences to cure, correct or remedy such failure or delay and completes such cure, correction or remedy with diligence as soon as reasonably possible thereafter. In the event that the Borrower is in default on any loan or deed of trust senior to the Loan, the Borrower shall immediately deliver to the Authority a copy of such notice of default. Even if the holder of such loan or deed of trust has not exercised its rights or remedies with respect to such default, the Authority shall have the right (but not be obligated to) cure such default. In such event, the Authority shall be entitled to reimbursement from the Borrower of all costs and expenses actually incurred by the Authority in curing such default. The Authority shall be entitled to add such amount to the amounts owing pursuant to the Promissory Notes, and secured by the Deed of Trust, or in the alternative, Authority may pursue a separate action (such as acceleration of the Notes or specific Note in issue, nonjudicial foreclosure, or litigation) for repayment of the cost, not limited to the real property.

4.1 Institution of Legal Actions. In addition to any other rights or remedies and subject to the restrictions otherwise set forth in this Agreement, either party may institute an action at law or equity to seek specific performance of the terms of this Agreement, or to cure, correct or remedy any Default, to recover damages for any Default, or to obtain any other remedy consistent with the purpose of this Agreement. The Authority may also cause all indebtedness of the Borrower under this Agreement and the Promissory Note to become immediately due and payable, and may institute an action for judicial or nonjudicial foreclosure pursuant to the Deed of Trust. Legal actions must be instituted in the Superior Court of the County of Los Angeles, State of California, in an appropriate municipal court in that county, or in the United States District Court for the Central District of California.

4.2 Acceptance of Service of Process. In the event that any legal action is commenced by the Borrower against Authority, service of process on Authority shall be made by personal service upon the Secretary or Executive Director of Authority o( in such other manner as may be provided by law .. In the event that any legal action is commenced by the Borrower against City, service of process on Authority shall be made by personal service upon the City Clerk or City Manager or in such other manner as may be provided by law. In the event that any legal action is commenced by Authority and/or City against the Borrower, service of process shall be made in such manner as may be provided by law and shall be effective whether served inside or outside of California.

4.3 Rights and Remedies Are Cumulative. Except as otherwise expressly stated in this Agreement, the rights and remedies of the parties are cumulative, and the exercise by any party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same Default or any other Default by another party.

4.4 Inaction Not a Waiver of Default. Any failures or delays by any party in asserting any of its rights and remedies as to any Default shall not operate as a waiver of any Default 15 2 l 80\02\3876745. 14
Exhibit B 2 ATTACHMENT 9 - 51
498
or of any such rights or remedies, or deprive any party of its right to institute and maintain any actions or proceedings which it may deem necessary to protect, assert or enforce any such rights or remedies.

4.5 Applicable Law. The laws of the State of California shall govern the interpretation and enforcement of this Agreement.

4.6 Attorneys' Fees. In any action between the parties to interpret, enforce, reform, modify, rescind, or otherwise in connection with any of the terms or provisions of this Agreement, the prevailing party in the action shall be entitled, in addition to any other relief to which it might be entitled, reasonable costs and expenses including, without limitation, litigation costs and reasonable attorneys' fees.

5. General Provisions.

5.1 Notices, Demands and Communications Between the Parties. Any approval, disapproval, demand, document or other notice ("Notice") which any party may desire to give to the other parties under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by reputable document delivery service such as Federal Express that provides a receipt showing date and time of delivery, or (iii) mailing in the United States mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below, or at any other address as that party may later designate by Notice:

To Authority:

To Borrower:

To City:

With copy to:

Housing Authority of the City of Burbank
275 E. Olive Avenue
Burbank, California 91502
Attn: Executive Director
Burbank Housing Corporation
1819 Grismer A venue
Burbank, California 91504
Attn: Executive Director
City of Burbank
275 E. Olive Avenue
Burbank, California 91502
Attn: City Manager
Attn: City Attorney
Any written notice, demand or communication shall be deemed received immediately upon personal delivery or three (3) days after deposit in the United States mail; provided, however, that refusal to accept delivery after reasonable attempts thereto shall constitute receipt. Any notices attempted to be delivered to an address from which the receiving party has moved without notice shall be effective on the third day from the date of the attempted delivery or deposit in the United States mail.

5.2 Non-Liability of Officials and Employees of Authority and City. No member, official, officer or employee of Authority or the City shall be personally liable to the 16 2 l 80\02\3876745, l 4
Exhibit B 2 ATTACHMENT 9 - 52
499
Borrower, or any successor in interest, in the event of any Default or breach by Authority(or the City) or for any amount which may become due to the Borrower or its successors, or on any obligations under the terms of this Agreement.

5.3 Counterparts. This Agreement may be signed in multiple counterparts which, when signed by all parties, shall constitute a binding agreement. This Agreement is executed in two (2) originals, each of which is deemed to be an original.

5.4 Integration. This Agreement (including Exhibits A-1, A-2, B, C-1, C-2, and C-3, D-1 , and D-2, together with the Related Agreements, contain the entire understanding between the parties relating to the transaction contemplated by this Agreement. All prior or contemporaneous agreements, understandings, representations and statements, oral or written are merged in this Agreement and shall be of no further force or effect. Each party is entering this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. In the event there is any inconsistencies among the documents this Amended and Restated Master Loan Agreement shall prevail; then the Amended and Restated Promissory Notes; then the Amended Regulatory Agreements; and lastly, the Amended and Restated Deed of Trust.

5.5 No Waiver. A waiver by either party of a breach of any of the covenants, conditions or agreements under this Agreement to be performed by the other party shall not be construed as a waiver of any succeeding breach of the same or other covenants, agreements, restrictions or conditions of this Agreement.

5.6 Modifications. Any alteration, change, or modification of or to this Agreement, in order to become effective, shall be made in writing and in each instance signed on behalf of each party.

5.7 Severability. If any term, provision, condition, or covenant of this Agreement or its application to any party or circumstances shall be held, to any extent, invalid or unenforceable, the remainder of this Agreement, or the application of the term, provision, condition or covenant to persons or circumstances other than those as to whom or which it is held invalid or unenforceable, shall not be affected, and shall be valid and enforceable to the fullest extent permitted by law.

5.8 Legal Advice. Each party represents and warrants to the other the following:
they have carefully read this Agreement, and in signing this Agreement, they do so with full knowledge of any right which they may have; they have received independent legal advice from their respective legal counsel as to the matters set forth in this Agreement, or have knowingly chosen not to consult legal counsel as to the matters set forth in this Agreement; and, they have freely signed this Agreement without any reliance upon any agreement, promise, statement or representation by or on behalf of the other party, or their respective agents, employees, or attorneys, except as specifically set forth in this Agreement, and without duress or coercion, whether economic or otherwise.

5.9 Time of Essence. Time is expressly made of the essence with respect to the performance by the parties of each and every obligation and condition of this Agreement.

5.10 Cooperation. Each party shall cooperate with the other in this transaction and, in that regard, sign any and all documents which may be reasonably necessary, helpful, or 17 2 l 80\02\3 876745. 14
Exhibit B 2 ATTACHMENT 9 - 53
500
appropriate to carry out the purposes and intent of this Agreement including, but not limited to, releases or additional agreements.

5.11 Definitions. Any terms used in this Agreement but not separately defined herein shall have the meaning given to such tenns in the Regulatory Agreements.

5.12 Exhibits. City Manager and Authority Executive Director shall prepare, are authorized to sign for the City and Authority, respectively, and shall record, as applicable, Amended and Restated Promissory Notes, Amendment and Restated Deed of Trust, amendments to Regulatory Agreement and amendments to Lease(s), substantially in the form attached as exhibits to this Agreement.
(END OF TEXT. SIGNATURE PAGE TO FOLLOW.]
18 2180\02\3876745. 14
Exhibit B 2 ATTACHMENT 9 - 54
501
IN WITNESS WHEREOF, Authority, City and the Borrower have executed this Agreement as of the Effective Date.

I I'
Attest:

Attest:
-------'~' City Clerk
Approved as to Form and Legal Content
"Authority"

HOUSING AUTHORITY OF THE CITY OF
BURBANK, a public body, corporate and politic
"CITY"
CITY OF BURBANK, a municipal corporation and
charter •
Joseph H. McDougal • Attorney/ Authority General Counsel 2 I 80\02\3876745 I 4
''BORROWER''

BURBANK HOUSING COPORATION,
a California nonprofit public benefit corporation
By:cJ,k;; ..:J. uJ_rziJ<~
Name: C,,h v-,·:s I • \Nel K-e.. rIts: Pcesid en+
19 Exhibit B 2 ATTACHMENT 9 - 55
502
EXHIBIT A-1
Promissory Note Form for Authority Loan

AMENDED AND RESTATED PROMISSORY NOTE
(AUTHORITY)
$43,822,258.70 January 14, 2025
Burbank, California
FOR VALUE RECEIVED, BURBANK HOUSING CORPORATION, a California nonprofit public benefit corporation ("Borrower"), promises to pay to the HOUSING AUTHORITY OF THE CITY OF BURBANK, a public body, corporate and politic (the "Authority"), at the Authority's office at 275 East Olive Avenue, Burbank, California 91510-6459, or such other place as the Authority/City may designate in writing, the principal sum calculated as of the Effective Date of Forty-Three Mi Ilion Eight Hundred Twenty-Two Thousand Two Hundred Fifty-Eight and Seventy Hundredths Dollars ($43 ,822,258.70) (the "Note Amount"), in currency of the United States of America, which at the time of payment is lawful for the payment of public and private debts.

1. Agreement. This Amended and Restated Promissory Note (the "Note") is given in accordance with that certain Amended and Restated Master Loan Agreement executed by the Authority, the City of Burbank and the Borrower, dated as of January 14, 2025 ( the "Agreement") which is incorporated herein by this reference. The Agreement further incorporates this Note, the Deed of Trust, and Regulatory Agreements affecting twenty-four (25) projects from time to time, which now have the same terms, having been modified by the Agreement. The Note Amount collectively combines all amounts owed to the Authority for all of the projects, with Schedule 1 to this Note specifying the amounts due to the Authority for each project. The rights and obligations of the Borrower and the Authority under this Note shall be governed by the Agreement (including its exhibits) and by the additional terms set forth in this Note. In the event of any conflict, the Agreement prevails, then this Note, then the Regulatory Agreements, and then the Deed of Trust.

This Note, Regulatory Agreements, Deed of Trust, and Affordable Housing Agreements are collectively referred as the Related Agreements to the Amended and Restated Master Loan Agreement.

2. Interest and Term. As of December 31 , 2024, no interest shall accrue on the Note Amount. The term of the Note shall be fifty-five years, commencing on January 1, 2024 and ending on January 1, 2080.

3. Repayment of Note Amount. Payments are due annually, commencing with April 1, 2026, for the annual payment from January 1, 2025-December 31 , 2025; however, each twelve month payment shall be forgiven by 1155th of the initial balance (for the total amount and the amount associated with each project) and completely upon expiration of the Affordability Period (April 1, 2080), as long as Borrower does not breach of the affordability terms during the Affordability Period; provided however, that the portions of the Authority Loan and Authority Note attributable to Project No. 1, Project No. 7, and Project No. 8B (2331-2333 North Fairview, 2325-2335 North Fairview and 2321 North Fairview properties) (the "Fairview Projects") A-1-1
2 180\02\3876745. 14
Exhibit B 2 ATTACHMENT 9 - 56
503
shall have terms for fifty-five (55) years and three (3) months commencing January 1, 2025 and expiring at the end of the Affordability Period, April 1, 2080, and shall not be forgiven and instead will be due and payable at the end of the Affordability Period. No payments shall be due between December 31, 2024 and April 1, 2025.

On April 1, 2080, this obligation shall be paid in full, provided Borrower has not committed or caused the occurrence of a material default of the Agreement, this Note, the Deed of Trust securing this Note, or the Regulatory Agreements, the Note Amount will be forgiven in its entirety except that the portions of the Authority Loan and this Note attributable to the Fairview Properties shall not be forgiven and instead will be due and payable on December 31, 2080.

Notwithstanding the foregoing, the full Note Amount may be accelerated as set forth herein.

Notwithstanding the foregoing, however, the total amount of the principal, interest and any other amounts owing under this Note shall become immediately due and payable upon the earlier to occur of the following:
a. the sale, lease, exchange or other conveyance of the real property, or any portion thereof, that is subject to the Deed of Trust (other than transfers approved or permitted pursuant to the Agreement); or
b. in the event of a default by the Borrower under the Agreement, the Deed of Trust securing this Note, the Regulatory Agreements, or this Note, which has not been cured within the period of time set forth in those documents.

Failure to declare such amounts due shall not constitute a waiver on the part of the Authority to declare them due subsequently.

4. Security. The Notes for Project Nos. 1-9 and 11-25 (as defined in the Agreement) have previously been secured by one Deed of Trust with Assignment Rents (Short Form) recorded on October 26, 2006 as Instrument No. 06-2369323 in the Official Records of Los Angeles County (the "Deed of Trust") as an encumbrance to the Borrower's interest in the collective Projects. An Amended and Restated Deed of Trust will be recorded to reflect the loan modification in the form attached hereto as Exhibit B, and incorporated herein by this reference.

The Amended and Restated Deed of Trust secures all of the outstanding Agency/Authority and City Notes related to the Projects. Each Note includes all of the provisions for cross-default and cross-collateralization. The Amended and Restated Deed of Trust is intended to secure future amounts lent to Borrower from either City and/or Authority in which the future documents state that those amounts are secured by the Amended and Restated Deed of Trust, and other future modifications to this Agreement. This Agreement can be amended at any time to include additional loans from either City alone or the Authority alone, without the consent of the other (either City or Authority). The entire security, therefore, can be foreclosed upon a default in any A-1-2
2 I 80\02\3876745.14
Exhibit B 2 ATTACHMENT 9 - 57
504
one of the specific Notes. Once recorded the Instrument Number of the Amended and Restated Deed of Trust shall be noted here: --------

5. Waivers
a. Borrower expressly agrees that this Note or any payment hereunder may be extended from time to time at the Authority's sole discretion and that the Authority may accept security in consideration for any such extension or release any security for this Note at its sole discretion all without in any way affecting the liability of Borrower. b. No extension of time for payment of this Note made by agreement by the Authority with any person now or hereafter liable for the payment of this Note shall operate to release, discharge, modify, change or affect the original liability of Borrower under this Note, either in whole or in part.
c. The obligations of Borrower under this Note shall be absolute, and Borrower waives any and all rights to offset, deduct or withhold any payments or charges due under this Note for any reasons whatsoever.

6. Attorneys' Fees and Costs. Borrower agrees that if any amounts due under this Note are not paid when due, to pay in addition, all costs and expenses of collection and reasonable attorneys' fees paid or incurred in connection with the collection or enforcement of this Note if suit is filed.

7. Deed of Trust Acceleration. The Deed of Trust and the Agreement provide for acceleration of the payments due under this Note in the event of default under the Deed of Trust or Agreement.

8. Amendments; Modifications.; Assignments. This Note may not be changed orally, but only by an amendment in writing signed by Borrower and by the Authority. In the event Authority at some time in the future, and from time-to -time, agrees in its sole and absolute discretion, to release Borrower as to a specific property subject to the Agreement, then this Note, the Deed of Trust and respective Regulatory Agreement can be released, reconveyed and/or modified to so reflect. In the event of any release, the affordability restrictions may be renegotiated.

9. Assignment Prohibited. Except in connection with transfers permitted pursuant to the Agreement or a dissolution context, in no event shall Borrower assign or transfer any portion of this Note without the prior express written consent of the other party, which consent may be given or withheld in the other party's sole discretion.

10. Terms. Any terms not separately defined herein shall have the same meanings as set forth in the Amended and Restated Master Loan Agreement. 2 I 80\02\3876745. 14
BURBANK HOUSING CORPORATION, a
California nonprofit public benefit corporation
By:

A-1-3
Exhibit B 2 ATTACHMENT 9 - 58
505
Name: ---------------- Title:

A-1-4
2 I 80\02\3876745. !4
Exhibit B 2 ATTACHMENT 9 - 59
506
Schedule 1 to Authority Amended and Restated Promissory Note Amended By
Original Master loan
Note Dat2, Agreement
No.

U.1/?~./Ul
U7/10iU1
07110/Ul
U7i1EJU?
UJ/?7/UJ
oJ.•:n ioJ
U9/'.)3/03
usn:Yu3
l.16/l ~iU,1
U~/U,1/U~
OH3lt06
OH:!-1106
04t061l.J6
Ol.'73t07
Ul/7~!07
00,01109
U.1/Ul / 09
10/ U?/ US
US/?0/10
1?/09/ 10
Utl.'l?il 1
uJne; ,s
1Ui30/li!
0 1,1.it:?J Proj:-::-t no.?
OH14:7J Projfr::t no. 3
0 1,1,t /?:> Prcjn-::t no. 3
Ol il.1 l?) Proj!n:.t no .. 1.

OHT41?J Pmj~e:t no.~
0 1,'l it:7:i Proj::-=t no.::,
0 1,1,ti'?':J Prcjr.-c t no. -S
OlllM?':J Proj~•ctna. -5

01.'14,•?':J Projtic: no. e-a
01:14f'?~ Proji:-ct no. 9
01/1-11')'.) Projecrnu. 11
01,1M?J Pmjocrno. 11
OlflM?J ProjQc: nc. 1/
01114/7:) Proje:>c~ nc. 13
01f1-1r?!:> Pr::ijt!crno. 1,1
0111.rt,?J
01 11.rft?J
0 1.'l.-tl?!:>
Olil-117!:>
0111 4,?!:>
01/1.rft?!:>
0 111417:,
0111.117:,
Projectno. lb
Proj!:ct nn. 1-5
Proj i::t.t n::i. 1:,
Proj~ct no. 1 8
Projt:ci:n:>. l9
Ptoj r:r-.1 nn. ? :J
Proji:ct n:i. /,t
Proi~ct nn. :?J
Original Note
Amount Property
:!-36.;_UOO.UO 3C•DU 3Uo5 Th:,rntcn f,•: c
$?..83?.97,1.co 199'1.'C!st l lm,,•ooo
$399.tl66.UO 1 S9 11.'cst I lm,\loc:c
$3?:::.7":t-.UO 177 11 IGott Orio,-c
SJ9.912.32 3030 ThormnnJ,;,.c
~73/.BOC\UO 3030 Thornton/we.
$3.A,11.0CO.OO 12::Jl 1819 CriS.iH:r/r .. ct17'9 173t,f ll.Jor:
$?,.S88,9,1?.C'J 1e::, 1 1819 Grisrn!:r &: 17]9112!:> l llictt $3.1,13.Ut'O.l'O '3-7 1 ?3?3 N Ca'latina
StA79.9,t.,1.00 v~rdufr-) L..:: t.c Consolida!ion L:>an $13!;..JS:-.UO 313 1:J. V11lcrncia
sae . sse .. oo 11 '7 ',\'. \IF.1\cn::ia
:Sl ..?3?,/ 1 l.OO 1b7 W. Una!:n
$ 63,71,1.00 ?61W. Vcrduf!oli.vcnu;:
$1 .B36.9/9.CCI ::>? 19r?3,9 Ni=~ra
$33S, 1CO.OO ,,106 N. Neomi
$9,/56.,!)00.UO ')7';,•N. VNdut,oA .. 'C.
t1,on1200.uo ?61~ Thom:onA~c
$1,?BS.:i!:I/ .uo ??:l W. Llnc i:n
S9?3,SUO.OO '73-1 C;;talini!.
$.9)98.JUO.UO 77]3 ]?77Ca: : lina
St:*17,-5::>;l.UO 193?0ntarioS:re!:t
S9'1 3,7i'o.uo n .ou NorJl f air.iie'I• StrC!ct
Total Princips•to be Forghren after 55 Years
from Amended & Restated ML.A date
lU/7~..199 oi.-14,?J Pm}r,i::=t no. 1 $111.890.UO ,3.31 7333 North I air;icvr .. • 1111e/u3 0 111.it:'?J Proj~~t no. 7 $377. 16.:·.UO ;)3?J ?33) I air·oi::~~, .... 06/lt•/U,1 0 11 1,t:?!l Pr!>Jec:no.80 $3.1-13,0CC.00 73.?1 NorJ1 f air,•icw···· l'otal No Fort:;iveness, No lnte-rest, Oefe,rred
loan•
Total Agency and Authority Princlp-al balance
BurtJank Housing Agency and Authority Notes
Agency
~ 11.U/0.91
$7.618,73,t .69
i3s9.~6J.M
$33/ .76.1.27
$>9,918.~S
$?31 ,6/9.99
SJJl,1 1 .uoo.cn
S::> ,.SBc! ,9.·1?.0."!
.$?.18'3,,197.?:.>
S1A79.9,M .. 13
S 13~.~9J. 3?
Sc!.S,697.-53
S 1.0?8.63J.S9
$863,'lM.DD
!i 1.836,9/9.0:J
$936, IOU.O:J
$9.786.~0U.OD
$1,007,?0D.OD
$1.17:-.8:,7,:,3
:!,£139,Jc!lS::,
$9,.?9c! ,?00.C-U
Authorir;
(1.MIHAF)
st--1:,,&n.uu
S913,:rJU.OU
s.io,696,826,70 S1.461.392.oo
$1 11.890.0.1
$317, 15':J. :,s
$1. 17~.SM?o
$42,360,sss.10 s,.4s1 .J92.ao
$43,&22,258.70
Terms
f oq:r: c.n 1/~0~h annu3ll'; from tho /•m c-ntjQd anc Rc-sratn-:::t MLJ\ Cl3 tr:- F o ri;, .. en 1/':J~nn annu=lly from thC! /,rrH:rdcd ana 11.!?s::a:~i:t Mu\ c ::tr:

I oq~lvcm 1/ ':J~ih annu:1Jl)• horn U\C! ,•..m~ndQd ano Rr:stamtl MU', C!:.t!:

I :,q~·."cn l l~!>:n annu:ill'J' from tne ltrTrnn:fod ana Hc-:;:at~rl MU', Cl!!t!!' f oqt,c-n 1/~~:n annUEHl')' fram ;ha /im~ndcd anc R::sta::::•Ii MLA o:itr? I oqt,cn 1/!>):tl annu!!ll')' fl orn mo ,',men:fod and He:s~at!:rl ML/, catr.- f ::>r!~·•cn 1/!l':J :t1 annu:illyfrom tnC! /rnr.-rdcd ana n!ls:atrn1 MtA a:tr:

S oqD·.-cm 1/!:i!>th annually from the /1/Tlt•n:Jcd and lli:s:a~!?rl MLA c=m f oqt,•cn 1/!:i!>:h annu:lly from !ha l•mi?n:1cd anct H,:s~at~d ML.A OiH!? f oqt,•en llt>~r:h annu:Jl·,- from the l•m1mdcd ana lb:nat~i:t MLA Oiitt· f :,q:f.-Qn 1/J!>:n annu:iJl·)' from tl1C! ,'-m!?ndcd and lk-s<arn::l MU', aatr:
f :,q~·•cn 1/':J!>m annu:11ty fr om ttJC! hrr1~m1cd ana Hr.-s~atc-d MLA C•!!t!? f oqt,•cn 1/!>t>m annu:1lt',' from inc ,\mrndcd ana H1:s1at!?rl MLJ\ o:tt:o F ,oq;,."cn 1/!>)!h annually from ttia /,m~mfod anc! Rc,stat-t.~d MLA cat~ f oq~·."en 1 /!l!>:11 a nnu:1 lly from tnC! A'11 n-n::lc-d ana Hes:.it r.-rt Mu\. o:tr:

I nq~·: c-n 1/J!>~tl annu:illy tram the Nn!:•njcd .inc Hc,.s:a11erJ MLA aat ??- f Df!~'.'C!n 1/~!>m annu:;lt,r from ihC! llITlNi:fod ana Hc,.s;:a;:ed MLA CH!t::' r Of!~'.'cn 1/)!>:t1 annt.!:!lly from me l+rni?n1:fod anc H:?s:a~c,d MU', aatr.- 1 .or/~'.'Qn 1/J!>tn annually ffom U1C /•mantled ano H~s,ate:1 MU', Cii.tr1 I or/0'.'C!n 1/ ~!>:11 annu:illy from tna ll/Tl!?n~cd ano lln-stati::1 MU'~ cat~ f oqt, cn li~!>:n annu3lly tram tllc /.Jn~mfod ana ll~sta~t-rl MLA OEt!!- f orit•cn 1/!:IJ:h annu:!lt·~ from ~hC! J\i1•t1-ndC!d ana l\.?!;?a~m:i ML.t, cstr:- f·m,Ovcn 11::,::i:h annually from thC! /!.IT1 c•n:1c-d and lfos~atr:-j MLA aat1:

N::> forgi.,•tm(!ss; noint!:rest, paj.'mQntsdcfcrrC!C!, until maturityc::te of ,1/1/7080 N:> torti .. t!nC!ss; noint~rest, pa:rmentsdctcrrnc until m.a turityc::t c,, at -111/?USO No foftit/Cncss; nointi:rnst. pa:,•mcntsdt!forrca untilmaturity c atr: of ,1/ 1i7U80 H•• Amcnc!:j and F~C!statcc /',ir.horit;· Prcmissa.r;N::itc includesthC!tc:-'!.:I ot prim: ipal i!.moun: rn bC! fo~i,.i:m intM future of A1,c-n::-)' principal of S.13.?l;S.~76.70 ana/!.1.JthDri::,• principal$1,:1i>1,39:> r plu:i total princ:ir..a l Amountfnr Pmjcc;s Nu. 1 tS111.89u.o.1:,. No."/ \S377, , ,;~./SJ. ano ~~o. eb 11, 17,1.98:1 ./0!which ara cr:-fr:ired un:il ,1/H?Uc!.Ofor a to~al princ:ipel am::iunt al t.1S,3!M.ooa.7t\ A-1-5
2 I 80\02\3876745.14
Fully Forgiv&n Units Focus Group Date
it/1,•7:)80 ,\ ElHC;>
M l /7080 67 BHCl
4/1/7080 67 BHC l
Ml/70B0 7 BHC.1
M11?0BO 1 BHC;>
Mli?OBO 1 BHC2
M li?oBO n plus oHi::C! and AC BHC.1
4111/t:180 7? plus offii:c- and AC BHC.-1
4n1,080 M BH C?
4l1i7080 , i BHC~
Ml/7080 ,\ RHC6
Ml/70B0 1 BHCS
4/11?:180 9 BHC3.

Ml/?080 8 OHC:>
it11r70BO £ RHC7
4111/080 ,\ BHC6
.rtnouso J,\ BHC!>
,·ll11'080 ,\ OHC6
M l/7080 ,\ BHC6
,\/1/7080 1 BHC;>
.4/ 117080 ;,c, BHC;>

4.'1,?080 3 BHC6
411t?D80 3 BHCS
RHC✓
BHC;>
14 BHC7
Exhibit B 2 ATTACHMENT 9 - 60
507
$7,047,124.73
EXHIBIT A-2
Sample Promissory Note for City Loan

PROMISSORY NOTE
(CITY)
January 14, 2025
Burbank, California
FOR VALUE RECEIVED, BURBANK HOUSING CORPORATION, a California nonprofit public benefit corporation ("Borrower"), promises to pay to the CITY OF BURBANK, a California municipal corporation (the "City"), or order, at the City's office at 275 East Olive A venue, Burbank, California 91510-6459, or such other place as the City may designate in writing, the principal sum as of the Effective Date of Seven Million Forty Seven Thousand One Hundred Twenty-Four and Seventy-Three Hundredths Dollars (7,047,124.73) (the "Note Amount" ) in currency of the United States of America, which at the time of payment is lawful for the payment of public and private debts.

1. Agreement. This Amended and Restated Promissory Note (the "Note") is given in accordance with that certain Amended and Restated Master Loan Agreement executed by the Housing Authority of the City of Burbank, the City and the Borrower, dated as of January 14, 2025 ( the "Agreement") which is incorporated herein by this reference. The Agreement further incorporates this Note, the Deed of Trust, and Regulatory Agreements affecting twenty-four (24) projects from time to time, which now have the same terms, having been modified by the Agreement.

The Note Amount collectively combines all amounts owed to the City for all of the projects with Schedule 1 to this Note specifying the amounts due to the City for each project by funding source.

The rights and obligations of the Borrower and the City under this Note shall be governed by the Agreement (including its exhibits) and by the additional terms set forth in this Note. In the event of any conflict, the Agreement prevails, then this Note, then the Regulatory Agreements, and then the Deed of Trust. This Note, Regulatory Agreements, Deed of Trust, and Affordable Housing Agreements are collectively referred as the Related Agreements to the Amended and Restated Master Loan Agreement.

2. Interest and Term. No interest shall accrue on the Note Amount, past or future. The term of the Note shall remain as set forth in the attached Schedule 1 and shall not be extended herein, except for Projects 1 and 7 which shall have a term of fifty-five years, commencing on January 1, 2024 and ending on January 1, 2080.

A-2-1
2 I 80\02\3876745. 14
Exhibit B 2 ATTACHMENT 9 - 61
508

3. Repayment of Note Amount. Payments are due annually, commencing with April 1, 2026 for the annual payment from January 1, 2025-December 31 , 2025. No payments shall be due between December 31, 2024 and April 1, 2025. As long as there is no breach of the affordability terms during the Affordability Period, no payments shall be due on the City Loan or City Note, and each portion of the City Loan is hereby forgiven or will be forgiven as of the initial term of the original note evidencing that portion of the City Loan and this Note as set forth on Schedule 1 attached to this Note; provided however, that the portions of the City Loan and this Note attributable to Project No. 1 and Project No. 7 ( 2331-2333 North Fairview and 2325-2335 North Fairview properties) shall not be forgiven and instead will be due and payable on December 31 , 2080.

The Note Amount shall be immediately due and payable in the event that one of the repayment conditions set forth herein, to wit: Borrower commits a material default of the Agreement, this Note, the Deed of Trust securing this Note, or the Regulatory Agreements, and fails to cure said default within the time periods provided in those documents, if any. Otherwise, Borrower shall have no obligation to pay this Note or make any installment payment thereon. to the extent not previously forgiven. On April 1, 2080, this obligation shall be paid in full, provided if Borrower has not committed or caused the occurrence of a material default of the Agreement, this Note, the Deed of Trust securing this Note, or the Regulatory Agreements, the Note Amount will be forgiven in its entirety, except for the portions of the City Loan and this Note attributable to Project No. 1 and Project No. 7 ( 2331-2333 North Fairview and 2325-2335 North Fairview properties) shall not be forgiven and instead will be due and payable on December 31, 2080. Notwithstanding the foregoing, the full Note Amount may be accelerated as set forth herein.

Failure to declare such amounts due shall not constitute a waiver on the part of the City to declare them due subsequently.

4. Security. The Notes for Projects 1-9 and 11-25 ( as defined in the Agreement) have previously been secured by one Deed of Trust with Assignment Rents (Short Form) recorded on October 26, 2006 as Instrument No. 06-2369323 in the Official Records of Los Angeles County (the "Deed of Trust") as an encumbrance to the Borrower's interest in the collective Projects. An Amended and Restated Deed of Trust will be recorded to reflect the loan modification in the form attached hereto as Exhibit B, and incorporated herein by this reference.

The Amended and Restated Deed of Trust secures all of the outstanding Agency/Authority and City Notes related to the Projects. Each Note includes all of the provisions for cross-default and A-2-2
21 80\02\3876745.1 4
Exhibit B 2 ATTACHMENT 9 - 62
509
cross-collateralization. The Amended and Restated Deed of Trust is intended to secure future amounts lent to Borrower from either City and/or Authority in which the future documents state that those amounts are secured by the Amended and Restated Deed of Trust, and other future modifications to this Agreement. This Agreement can be amended at any time to include additional loans from either City alone or the Authority alone, without the consent of the other (either City or Authority). The entire security, therefore, can be foreclosed upon a default in any one of the specific Notes. Once recorded the Instrument Number of the Amended and Restated Deed of Trust shall be noted here: --------

5. Waivers.
a. Borrower expressly agrees that this Note or any payment hereunder may be extended from time to time at the City's sole discretion and that the City may accept security in consideration for any such extension or release any security for this Note at its sole discretion all without in any way affecting the liability of Borrower. b. No extension of time for payment of this Note made by agreement by the City with any person now or hereafter liable for the payment of this Note shall operate to release, discharge, modify, change or affect the original liability of Borrower under this Note, either in whole or in part.
c. The obligations of Borrower under this Note shall be absolute, and Borrower waives any and all rights to offset, deduct or withhold any payments or charges due under this Note for any reasons whatsoever.

7. Deed of Trust Acceleration. The Deed of Trust and the Agreement provide for acceleration of the payments due under this Note in the event of default under the Deed of Trust or Agreement. .

8. Amendments and Modifications. This Note may not be changed orally, but only by an amendment in writing signed by Borrower and by the City. In the event City at some time in the future, and from time-to -time, agrees in its sole and absolute discretion, to release Borrower as to a specific property subject to the Agreement, then this Note, the Deed of Trust and respective Regulatory Agreement can be released, reconveyed and/or modified to so reflect. In the event of any release, the affordability restrictions may be renegotiated.

10. Terms. Any terms not separately defined herein shall have the same meanings as set forth in the Amended and Restated Master Loan Agreement.

A-2-3
2 I 80\0213 876745.14
Exhibit B 2 ATTACHMENT 9 - 63
510
2 I 80\02\3876745.14
BURBANK HOUSING CORPORATION, a
California nonprofit public benefit corporation
By:

Name: ---------------
Title:

A-2-4
Exhibit B 2 ATTACHMENT 9 - 64
511
Schedule 1 to City Amended and Restated Promissory Note Burbank Housing Corporation Horne and CDB G Notes
Amended &
Original Note Restated By Project No. Original Note Pr-0 p£ rty HOME - Principal COBG - Principal Date Ma ster loan Amount Amount Totals Amount Totals
Agreement

04.'?c;/01 01/1,V?J Prtjo~t no. ? 1 ,0.0 00.00 3-:,00 .JOOS Th:>mton A•;r: S 1 J0,000.00 07/16/0? 0111M,, Prcj!?'=-tno. ,1 ?79'.0,9.00 17,t I ltiott Ori,·, S?79.0, 9.0o 111 sn ao, Oli lM?J Project no. 4 3~1.07?.00 17')1 r lli:rtt Orio.:& CDBG s::.11.on.16 0,10,110.1 Ol il.1//~ Prcj 1:c-t no. 9 3?a .091.oo ?3-7 'W. Ve rdu::o $378.090.,M Oo/D~/0,1 0111.-11, , Prtji:ct no. S 3.):J.,,178.0[} '.M 1 :>A3 \,V. v~rd ~o zn,A7BBe Oo/0~.10~ 01/1,1/70 Prc:j ~ct no. 9 3,\ I ,BG! .00 :>~7 W. VC! rdu~o $3,11 .GB 1 .37 ,/.-11?00,1 0111,1n, Project no. 9 oilcB.Bl?.00 'J'iO 'W. Tujun1ta • CDHG s~e .e,;; .3.n OMOS/06 01/1.-'ll?J Proj::?ctno. 17' 1,.1A?..11; .oo 1~7/ 1b9 'tJ'.'. Lim:icm, 1'00 V'l . I Im s, ,,1.1? ,.11 ~.oo 1n::.1?001 01 i 1t1/?~ Proj!?c't no. 13 V.B.603.00 'J'3 1 W. Vc,dur,oAvcnuc $Br16.SjJ_no 9i1/?0D9 0111,1.1,:, Proj!?ct no. 1 J e>10.000.00 :MOS N. N:::,omi S~ l 0,000.00 Total Principal Forgiven to date bas.ed on original term date $4,236.37B.24 $909,1184.46
~.,731?010 0111 ,11? , Project no. 17 , ::0.,00.00 7'6 10 Thornton Ave $030.,00.00 8170/7010 01i1:tl ✓ J Project no. 18 !> 7'0.'008.00 7'/ J VJ. Lln-dcm S~?6,6oa.oo 1?/9.17 ~1 0 0111 ,1/? !l Project no. 19 1.010.,00.00 n:i,1 Catalina $1.010.,00.00 10//'0/?0 1/ 0111.1/ !l ProjC! .:.t no. ') 1 4,7.7~8.00 ?300 Niaf,ers $.177 .736_{)0 81, 0/2013 0111,1n, Projo ct no. 'J:i 1.799,S74 .00 11 oa ,'\ngC!tino/11 01 Verdugo $1,79a.S74.00 ilJ?0/?013 0111 .-117, Projr:ct no ?7 103.0?0.00 11 Oa /i,ngclino/1101 \/crduea $1t:-3.0:i0.DO 7n 3/?0to 0111,1n, Project no. ')/ 305.379.00 11 oa Ant,clino/1101 Vcrdut,a $305.779.00 7/1 1/'):'.) 17 01/MJ?!l Projz;ct no ?3 ,t:17.JOD.-00 1!:-3/ 1 J9 & 199 (· lmw::iod H~1,it :1tization :U,t?.~00.00 3//8/')018 01iMJ70 ProjC!::.t no / ,1 ,~0.019.00 193? Ont:::,r io Strcct $::)90,019.00 10120/?018 01i1M✓ J ProjC!:tno.'J;J- , ,t?.70? .00 'J;'.!00 North rair.,ir:.•·•"' Stre~t St-,1, ,702 .00 Total Principal Amounts to be Forgiven based on
origin~l term date $5,831 ,740.00 $0.00
10/?6/99 01 / 1:117!) Prtj ~ tno. 1 i 120.Jco.oo ?3 31 73 33 N-::irn I Rir..iC!w St 3:,,3B4.73 11ili!/03 01 /1 ,1/?!) Prtjcct no. 7 1,080 .000.00 n ?:, ?33> I eir,iew SI ,080,000.00 Totsl No Forgiveness, No Interest. Deferred Loans $1 ,215.384.73 so.oo Total Principal Betance S11 .282,502.97 $909,884.46
Total Original HOME end CDBG Principa l balance S12.192.387.43 • Tota !:-!! principal amounts Vit"!r!!' forgiven undC!r ihc amcmifoC and rns:amd MU, Hom:? not!:s ISt1,?3~.272. J1) and CD6G nvt1:s IS909,e.9,·1.1'0) for a tot3l ·~ $5 145 262 40 •• lnr.i=ilmsturit)'CBtC 'A':iS 10i?6J/01A
A-2-5
2 180\02\3876745. I 4
Terms
1 oqtil,-n n es c::! tha initial t &m t de':X:!.
f -oq~i11·trn as ofthc initial t::rm da~.

I oq{ivl! n As c! thc in.itial tr.rm d11:0..
f or!{i'lt!n es ct the initial t~rm dam.
f .or~i .... t!n as of the initial tc-rm da:C'!.

F ortti..,t! n es ci the initial t~rm da'!.C'!.
f •::irtti..,t! n as of the initial tn-rm da'!.ti.
f orr;ivnn as c:t thc lnitiF!I tr:rmda:c.
f orgi._.n n RS ct the initial t r:rm da:c.
f orgi-,'t? n es d thc initi11l term de::c.

O¼
,0%
0%
{)~'D
0'%
O~'n
0%
{1%
{)%
0%
No foq~h,•c n!:ss: no intcr,:?-st, pa;·mcn:s
dc:<m cd until maturit1 date r111l70BO
No foqfr.,iC! nn-ss: nv intorl?St, pa;m on-::s
-:lcfo rrorl u11til maturitf date .-1t1f?OBO
Origina l
Forgivable For,ivable Units Focus
!YINI date- after 15 Group
yea rs
y M2512016 • ~ HHC?
y 7/16/2017 • 7 HHC-l
y 7/ 16/20 17 • 7 BHC-l
y :>M/2019 • 1 o OHCo
y SM/2019 • ,t BHC,
y 5/M 2019 • 9 BHC,
y 51412019 • 7 BHCo
y A/612021 • 9 !JHC3
y 1123no22 · a BHCo
y 91 1/20?.;I • ~ BHCG
y 3/?3no;, , ,I BHCG
y 8.'20i"}02J .i BHC5
y 1217/,0? 5 7 BHC?
y , onsoon 3 BHC?
y S/2017 078 11 BHC8
y S/20/2 02B 11 BHCB
y 711:,1,030 11 BHCS
y 7/11 ,"} 03') 10 BHC1
y 3/?8,',033 3 OHCG
y 10/30/2033 3 BHCG
N 3 BHC2
N 7 BHC?
Exhibit B 2 ATTACHMENT 9 - 65
512

EXHIBITB
Form of Amended and Restated Deed of Trust

RECORDING REQUESTED BY )
AND WHEN RECORDED MAIL TO: )
)
City of Burbank )
275 East Olive Avenue )
P.O. Box 6459 )
Burbank, California 91510-6459 )
Attention: City Clerk )
This document is exempt from the payment of a recording , fee pursuant to Government Code Section 27383 .

AMENDED AND RESTATED DEED OF TRUST
THIS AMENDED AND RESTATED DEED OF TRUST is made __ day of ------, 2025 by BURBANK HOUSING CORPORATION, a California nonprofit public benefit corporation (the "Trustor or Grantor") whose address is 1819 Grismer Avenue, Burbank, CA 91510 to Chicago Title Co., a California Corporation, (and in such capacity herein called "Trustee"), for the benefit of the CITY OF BURBANK, a California municipal corporation (the "City"), and the HOUSING AUTHORITY OF THE CITY OF BURBANK, a public body, corporate and politic (the "Authority") (and in such capacity herein collectively called the "Beneficiary").

RECITALS
A. Trustor previously signed and recorded that certain Deed of Trust with Assignment of Rents (Short Form) dated October 23, 2006 for the benefit of the Beneficiary and recorded on October 25, 2006 in the Official Records of Los Angeles County as Document No. 06-2369323 (the "Deed of Trust") to secure indebtedness under a Loan Agreement ("MLA") approved in 2006, but executed on January 2, 2007.

B. Trustor and Beneficiary have amended and restated the MLA, and desire to amend the Deed of Trust to reflect such modification and to reflect the new amount of the indebtedness.

WITNESSETH: that Trustor grants to Trustee in Trust, with the Power of Sale, that property in the County of Los Angeles, State of California, described as See attached Exhibit A, incorporated herein.

Together with the rents, issues and profits thereof, subject however, to the right, power and authority hereinafter given to and conferred upon Beneficiary to collect and apply such rents, issues and profits.

For the purpose of securing (I) payment of all indebtedness owed to Beneficiary in the principal amount of $50,869,383.43 according to the terms of the Amended and Restated Master Loan Agreement B-1
2 I 80\02\3876745. I 4
Exhibit B 2 ATTACHMENT 9 - 66
513
(MLA) and the two promissory notes dated as of January 14, 2025 made by Trustor payable to the order of Beneficiary (the "2025 Amended and Restated Promissory Notes"), and extensions or renewals thereof, and (2) the performance of each agreement of Trustor incorporated by reference into the 2025 Amended and Restated Promissory Notes or as contained herein; (3) payment of additional sums and interest thereon which may hereafter be loaned to Trustor, or its successors or assigns, when evidenced promissory notes reciting that they are secured by this Deed of Trust.

To protect the security of this Deed of Trust, and with respect to the property above described, Trustor expressly remakes each and all of the agreements, and adopts and agrees to perform and be bound by each and all of the terms and provisions set forth in subdivision A, and it is mutually agreed that each and all of the terms and provisions set forth in subdivision B of the fictious deed of trust recorded in Orange County August 17, 1964, in all other counties August 18, 1964 in the book and at the page of Official Records in the office of the county recorder of the county where said property is located, noted below opposite the name of each county, namely

COUNTY BOOK PAGE COUNTY BOOK PAGE
Alameda 1288 556 Placer 1028 379
Alpine 3 130-31 Plumas 166 1307
Amador 133 438 Riverside 3778 347
Butte 1330 513 Sacramento 5039 124
Calaveras 185 338 San Benito 300 405
Colusa 323 391 San Bernardino 6213 768
Contra Costa 4684 1 San Francisco A-804 596
Del Norte 101 549 San Joaquin 2855 283
El Dorado 704 635 San Luis Obispo 1311 137
Fresno 5052 623 San Mateo 4778 175
Glenn 469 76 Santa Barbara 2065 881
Humboldt 801 83 Santa Clara 6626 664
Imperial 1189 701 Santa Cruz 1638 607
Inyo 165 672 Shasta 800 633
Kern 3756 690 San Diego SERIES 5 Book 1964,

Page 149774 ends

Burbank City CouncilMay 19, 2026

Burbank City Council
May 19, 2026