Agenda packet — Carson City Council, April 7, 2026 (part 2 of 4)

Purchasing Division
701 E. Carson Street
Carson, CA 90745

EXHIBIT B

CITY FORM CONTRACT
Exhibit B contains the City’s standard contract template, provided for reference.

Proposers seeking modifications must submit a redlined version with their proposal for the City’s consideration. Award is contingent upon successful negotiations; if agreement cannot be reached, the City may proceed with another proposer.

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF CARSON
and
_____________________________________

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AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF CARSON AND
____________________
THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this ____ day of ________, 2024 by and between the CITY OF CARSON, a California municipal corporation (“City”) and ___________________________, _________________ (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

B. Consultant, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Carson’s Municipal Code, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder.

As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest 01007.0001/644685.1 -2-
professional standards” shall mean those standards of practice recognized by one or more first - class firms performing similar work under similar circumstances.

1.2 Consultant’s Proposal.

The Scope of Service shall include the Consultant’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.

1.4 Licenses, Permits, Fees and Assessments.

Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agre ement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.5 Familiarity with Work.

By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facil ities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the co nditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until writt en instructions are received from the Contract Officer.

1.6 Care of Work.

The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence.
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1.7 Further Responsibilities of Parties.

Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.

1.8 Additional Services.

City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreem ent, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifi cally set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.9 Special Requirements.

Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed __________________________________ Dollars ($______) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8. 01007.0001/644685.1 -4-

2.2 Method of Compensation.

The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation.

2.3 Reimbursable Expenses.

Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City.

Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings.

2.4 Invoices.

Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance.

By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub- category), travel, materials, equipment, supplies, and sub- contractor contracts . Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.
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ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any government al agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.

3.4 Term.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding five (5) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Consultant.

The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:

(Name) (Title)
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(Name) (Title)

(Name) (Title)
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement.

Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Consultant.

Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Consultant expressly waives any claim Consultant may have to any such rights.

4.3 Contract Officer.

The Contract Officer shall be _____________________________, or as otherwise designated by the City Manager . It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have au thority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, 01007.0001/644685.1 -7-
compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whe ther for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consult ant or any surety of Consultant of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) General Liability Insurance ( Coverage Form ISO CGL CG 00 01 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance . A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injur ies or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement , with Employer’s Liability insuran ce coverage limits of at least $1,000,000.00.
(c) Automotive Insurance (Coverage Form ISO CA 00 01 including “any auto” and endorsement CA 0025 or equivalent) . A policy of comprehensive automobile liability 01007.0001/644685.1 -8-
insurance written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile.
(d) Professional Liability . Professional liability insurance appropriate to the Consultant’s profession, as determined by the City’s Risk Manager, provided that the limits shall be no less than $1,000,000 per claim and no less than $1,000,000 general aggregate. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5- year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage.
(e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.
(g) Broader Coverages and Higher Limits . Notwithstanding anything else herein to the contrary, if Consultant maintains broader coverages and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverages and/or higher limits maintained by Consultant.

5.2 General Insurance Requirements.

All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Consultant’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention.

All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer.

No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certi ficates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply 01007.0001/644685.1 -9-
with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice:

CANCELLATION:

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE

CANCELLED BEFORE THE EXPIRATION DATED THEREOF,
THE ISSUING COMPANY SHALL MAIL THIRTY (30) -DAY

ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER
NAMED HEREIN.
[to be initialed] ______________
Consultant Initials
City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Consultant performs; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or any automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

Any deductibles or self -insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Consultant shall procure a bond gua ranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages to any persons or property resulting from the Consultant’s activities or the activities of any person or persons for which t he Consultant is otherwise responsible nor shall it limit the Consultant’s indemnification liabilities as provided in Section 5.3.

In the event the Consultant subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Consultant and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Consultant is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City.

5.3 Indemnification.

To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, 01007.0001/644685.1 -10-
arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or e ntity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
(b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to per form the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees.

Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.

5.4 Sufficiency of Insurer.

Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A-” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk 01007.0001/644685.1 -11-
Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and r ecords if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of 01007.0001/644685.1 -12-
ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

6.4 Confidentiality and Release of Information.
(a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer.
(b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorneys fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, inte rrogatories, request for admiss ions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions 01007.0001/644685.1 -13-
concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes; Default.

In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default.

This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

7.3 Retention of Funds.

Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, cost s, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement.

Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver.

Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 01007.0001/644685.1 -14-

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercis e by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.6 Legal Action.

In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue a legal action under this Agreement.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Agreement except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, Consultant may terminate this Agreement if and only if all of the following criteria are met: (i) City is in default under the terms of this Agreement; (ii) Consultant has given City thirty (30) days’ written notice (or longer, if circumstances warrant) of the default and the reasons for the default; and (iii) City has failed to cure the default within said cure period. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of City’s termination without cause pursuant to this Section, the City need not provide the Consultant with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Consultant.

If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such 01007.0001/644685.1 -15-
damages), and City may withhold any payments to the Consultant for the purpose of set -off or partial payment of the amounts owed the City as previously stated.

7.9 Attorneys’ Fees.

If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be grante d, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

8.2 Conflict of Interest.

Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financi al interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, r eligion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of 01007.0001/644685.1 -16-
this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq. , as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys’ fees, incurred by City.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Carson, 701 East Carson, Carson, California 90745 and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy -two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

9.3 Counterparts.

This Agreement may be executed in any number of counterparts and each of such counterparts shall for all purposes be deemed to be an original, whether the signatures are originals, electronic, facsimiles or digital. All such counterparts shall together co nstitute but one and the same Agreement.

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification 01007.0001/644685.1 -17-
of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial inte rest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “non -interests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or cons equence of obtaining or being awarded any agreement.

Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not l imited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Consultant’s Authorized Initials _______

9.7 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]
01007.0001/644685.1 -18-
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF CARSON, a municipal corporation

, Mayor
ATTEST:

Dr. Khaleah K. Bradshaw, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Sunny K. Soltani, City Attorney
CONSULTANT:
_______________________________
By:

Name:

Title:

By:

Name:

Title:

Address:

Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES

SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS

MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY.

01007.0001/644685.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n 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.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

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. 01007.0001/644685.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

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.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

SCOPE OF SERVICES
I. Consultant will perform the following Services:

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City appraised of the status of performance by delivering the following status reports:

IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

V. Consultant will utilize the following personnel to accomplish the Services:

01007.0001/644685.1 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)

01007.0001/644685.1 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:

RATE TIME SUB-BUDGET
A. __________ __________ __________
B. __________ __________ __________
C. __________ __________ __________
D. __________ __________ __________

II. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task sub- budget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.8.

III. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

IV. The total compensation for the Services shall not exceed $_____________ as provided in Section 2.1 of this Agreement.

V. The Consultant’s billing rates for all personnel are attached as Exhibit C-1. 01007.0001/644685.1 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the following schedule:

Days to Perform Deadline Date
A. Task A ______________ ______________
B. Task B ______________ ______________
C. Task C ______________ ______________

II. Consultant shall deliver the following tangible work products to the City by the following dates.

III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

Purchasing Division
701 E. Carson Street
Carson, CA 90745

EXHIBIT C

COST FILE
Exhibit C contains the City’s required Cost File template. Proposers must complete and submit this form in full; failure to do so may result in disqualification.

12 COST FILE
RFP 26-011

PROPERTY TAX ASSESSMENT REVIEW AND REVENUE RECOVERY SERVICES

Important: This Cost File must be completed in full and submitted as a separate attachment through Planet Bids, in addition to entering all pricing line items directly into the Planet Bids system. Failure to submit this completed form as a separate file and to enter pricing in Planet Bids may result in disqualification.

• All prices must include applicable sales tax, delivery fees, and any other associated costs unless otherwise specified.

Section 1: Annual Base Fee – List the annual base fee covering the core services outlined in the Scope of Work.

Contract Year Estimated Annual NTE
Year 1 $
Year 2 $
Year 3 $
Year 4 $
Year 5 $
Total NTE $

Section 2: Optional Hourly Rate Schedule – List the appropriate personnel titles/classifications required to complete the scope of services and their hourly rates for the entire term of the agreement.

Personnel Title
Hourly Rates
Year 1 Year 2 Year 3 Year 4 Year 5
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $

Section 3: Contingent or Recovery-Based Fees – Propose a breakdown of your anticipated recovery-based fee formula(s), if applicable. 13 Description Rate

By signing below, I certify that I am an authorized representative of the company listed below and that the prices provided herein are accurate and valid for a minimum of 90 days from the bid due date. I further acknowledge that all pricing submitted via this form and entered in the Planet Bids system is complete and binding; however, final compensation shall be subject to negotiation and approval by the City in accordance with the terms of this RFP. I certify that I have read and understood all requirements of this RFP.

Company Name: ____________________________________________ Authorized Representative (Print): ____________________________________________ Title: ____________________________________________
Signature: ____________________________________________ Date: ____________________________________________
Phone: ____________________________________________
Email: ____________________________________________

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF CARSON
and

HDL COREN & CONE

01007.0007 2106633.6 -1-

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF CARSON AND

HDL COREN & CONE
THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this ____ day of ________, 2026 by and between the CITY OF CARSON, a California municipal corporation (“City”) and HDL COREN & CONE, a California corporation (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

C. Pursuant to the City of Carson’s Municipal Code, City has authority to enter into and execute this Agreement.

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest 01007.0007 2106633.6 -2-
professional standards” shall mean those standards of practice recognized by one or more first - class firms performing similar work under similar circumstances.

1.2 Consultant’s Proposal.

1.3 Compliance with Law.

1.4 Licenses, Permits, Fees and Assessments.

1.5 Familiarity with Work.

1.6 Care of Work.

1.7 Further Responsibilities of Parties.

1.8 Additional Services.

1.9 Special Requirements.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed One Hundred Eighteen Thousand Nine Hundred Seventy -Five Dollars ($118,975.00) plus 25% of net property tax revenues recovered by Consultant not to exceed $10,000 (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8.
01007.0007 2106633.6 -4-

2.2 Method of Compensation.

2.3 Reimbursable Expenses.

2.4 Invoices.

Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.
01007.0007 2106633.6 -5-
ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

3.3 Force Majeure.

3.4 Term.

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Consultant.

Paula Cone President (Name) (Title)
01007.0007 2106633.6 -6-
Nichole Cone-Morishita Vice President (Name) (Title)
David Schey Vice President (Name) (Title)
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement.

4.2 Status of Consultant.

4.3 Contract Officer.

The Contract Officer shall be Antonio Velasco, Revenue Manager, or as otherwise designated by the City Manager . It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, 01007.0007 2106633.6 -7-
compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) General Liability Insurance ( Coverage Form ISO CGL CG 00 01 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance . A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injur ies or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement , with Employer’s Liability insuran ce coverage limits of at least $1,000,000.00.
(c) Automotive Insurance (Coverage Form ISO CA 00 01 including “any auto” and endorsement CA 0025 or equivalent) . A policy of comprehensive automobile liability 01007.0007 2106633.6 -8-
insurance written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile.
(d) Professional Liability . Professional liability insurance appropriate to the Consultant’s profession, as determined by the City’s Risk Manager, provided that the limits shall be no less than $1,000,000 per claim and no less than $1,000,000 general aggregate. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5- year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage.
(e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.
(g) Broader Coverages and Higher Limits . Notwithstanding anything else herein to the contrary, if Consultant maintains broader coverages and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverages and/or higher limits maintained by Consultant.

5.2 General Insurance Requirements.

No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certi ficates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply 01007.0007 2106633.6 -9-
with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice:

CANCELLATION:

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE

CANCELLED BEFORE THE EXPIRATION DATED THEREOF,
THE ISSUING COMPANY SHALL MAIL THIRTY (30) -DAY

5.3 Indemnification.

To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, 01007.0007 2106633.6 -10-
arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or e ntity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
(b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to per form the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees.

5.4 Sufficiency of Insurer.

Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A-” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk 01007.0007 2106633.6 -11-
Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

6.2 Reports.

Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing desi gn services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of 01007.0007 2106633.6 -12-
ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions 01007.0007 2106633.6 -13-
concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes; Default.

7.3 Retention of Funds.

7.4 Waiver.

Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 01007.0007 2106633.6 -14-

7.5 Rights and Remedies are Cumulative.

7.6 Legal Action.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Agreement except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, Consultant may terminate this Agreement if and on ly if all of the following criteria are met: (i) City is in default under the terms of this Agreement; (ii) Consultant has given City thirty (30) days’ written notice (or longer, if circumstances warrant) of the default and the reasons for the default; and (iii) City has failed to cure the default within said cure period. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the C onsultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with t he Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of City’s termination without cause pursuant to this Section, the City need not provide the Consultant with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Consultant.

If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such 01007.0007 2106633.6 -15-
damages), and City may withhold any payments to the Consultant for the purpose of set -off or partial payment of the amounts owed by the City therefor.

7.9 Attorneys’ Fees.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

8.2 Conflict of Interest.

8.3 Covenant Against Discrimination.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, r eligion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of 01007.0007 2106633.6 -16-
this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

9.2 Interpretation.

9.3 Counterparts.

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification 01007.0007 2106633.6 -17-
of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

9.6 Warranty & Representation of Non-Collusion.

Consultant’s Authorized Initials _______

9.7 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreeme nt, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]
01007.0007 2106633.6 -18-
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF CARSON, a municipal corporation

Lula Davis-Holmes, Mayor
ATTEST:

Dr. Khaleah K. Bradshaw, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Sunny K. Soltani, City Attorney
[pks; rjl]
CONSULTANT:

HDL COREN & CONE, a California corporation
By:

Name: Paula Cone
Title: President
By:

Name: Nichole Cone-Morishita
Title: Chief Financial Officer
Address: 120 S. State College Blvd., Suite 200
Brea, CA 92821

SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. 01007.0007 2106633.6 A-1

EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant will perform the following Services to provide professional property tax consulting, auditing, forecasting, and revenue recovery services to the City.

Services shall ensure accurate reporting, maximize property tax revenues, identify potential errors or omissions, and provide ongoing consultation and support for fiscal and economic planning.

A. General Services

1. Review the City’s Municipal Code and ordinances related to property tax.

2. Advise City staff on strategies to enhance property tax revenues and recover any lost or misallocated revenue.

3. Evaluate revenue- generating elements of the City’s economic base, including land parcels, major buildings, and other property users.

4. Provide short-term and long-term property tax revenue forecasts, including alternative scenarios for budget and fiscal planning.

5. Provide access to web -based property tax portal and the City’s CAFR Statistical Section Package annually.

6. Meet with City officials as needed to review findings, recommendations, and reporting results.

B. Property Tax Review and Audit Services

1. Review and analyze property tax records to identify errors, omissions, or deficiencies affecting City revenues.

2. Examine County Accessor rolls (secured and unsecured) to verify parcel valuations, tax allocations, and correct Tax Rate Area assignments.

3. Identify inconsistencies on the unsecured roll, including incorrect mailing addresses, value reductions, or missing data, covering both current and historical tax years where additional revenue is collectible.

4. Document and substantiate errors/omissions to facilitate recovery from prior periods, including applicable interest and penalties; file necessary audit results with the County Assessor in a timely manner.

5. Cross-reference parcels with City building permit activity and project completions to identify properties that should have been reassessed, providing both summary and parcel-level reports.
01007.0007 2106633.6 A-2

6. Track and ensure timely reassessments following property transfers or new construction; notify the City and County of any delays.

7. Monitor major property tax assessment appeals and provide recommendations as appropriate.

8. Monitor and analyze Proposition 8 parcels and advise City staff on potential revenue impacts.

9. Provide and maintain software for City staff to access parcel-level property tax data, with training and support, and integrate with City GIS systems as needed.

10. Analyze and reconcile County Assessor valuation reports with Auditor - Controller property tax allocation reports annually or upon request.

11. Prepare annual property tax budget projections and updated for secured, unsecured, in-lieu Vehicle License Fee, and miscellaneous taxes, including administrative costs, pass throughs, and City share of the 1% General Tax Levy.

12. Provide quarterly updates on property sales transactions and market trends affecting property tax revenue.

13. Generate detailed analytical reports, as requested, in formats, such as PDF, Excel, CSV, or Access. Reports may include:
(a) Parcel listings by value or tax amount.
(b) Pre-Proposition 13 assessments.
(c) Home sales and property transfers.
(d) Market and turnover trends.
(e) Parcel splits/mergers.
(f) Top taxpayers (summary and detail).
(g) Government-owned, multiple, or absentee-owned parcels. (h) Appeal, foreclosure, and delinquency data.
(i) Non-residential new construction trends.
(j) Comparisons of properties in the City vs. redevelopment project areas.

01007.0007 2106633.6 A-3
C. Reporting, Forecasting, and Legislative Monitoring

1. Meet with City staff annually (preferably in the Fall) to review property tax reports and budget projections.

2. Generate specialized reports with historical data spanning 10 years or more.

3. Track bills and pending legislation affecting property tax revenues starting each March and provide monthly summaries, status updates, and impact analyses.

4. Provide the unsecured tax roll to assist the City in identifying personal property owners without business licenses.

5. Advise on additional methods for leveraging County Assessor data and City records to ensure full property tax revenue collection (e.g., business licenses, construction permits, cost-of-service fees).

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

A. Regular and as needed property tax audit and analysis reports, including identified errors, recovery opportunities, and revenue impacts.

B. Short and long-term property tax revenue forecasts, including alternative scenarios for budget planning.

C. Access to web-based property tax software/portals and training for City staff.

D. Annual and quarterly summaries of market trends, parcel data, and assessed valuations.

E. Reports in City -requested formats (PDF, Excel, CSV, Access) to support fiscal, economic, and community development planning.

A. As requested by the Contract Officer.

IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

V. Consultant will utilize the following personnel to accomplish the Services:

A. Paula Cone, President
01007.0007 2106633.6 A-4
B. David Schey, Vice President
C. Nichole Cone-Morishita, Vice President
D. Darren Hernandez, Principal
E. Joel Hermann, Principal

01007.0007 2106633.6 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)

The Agreement is hereby amended as follows (deletions shown in strikethrough and additions shown in bold italics):

I. The first paragraph of Section 2.4 ( Invoices) of the Agreement is hereby amended to read in its entirety as follows:
“2.4 Invoices.

On a quarterly basis, Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding quarter month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub- contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.”
01007.0007 2106633.6 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the Services described in Exhibit A at the following rates:

Base Audit Findings Total
Year 1 $20,995.00 $1,565.00 $22,560.00
Year 2 $21,595.00 $1,565.00 $23,160.00
Year 3 $22,220.00 $1,565.00 $23,785.00
Year 4 $22,845.00 $1,565.00 $24,410.00
Year 5 $23,495.00 $1,565.00 $25,060.00
Total $111,150.00 $7,825.00 $118,975.00
II. Property Tax Recovery Fees
In addition to the above, Consultant shall receive an additional 25% of net tax revenues recovered for the City in the audits performed over the period of time allowable by State statute. Net tax revenues mean the revenue allocated due to the value recovered, times 1% times the City’s share of the 1% revenue. In the Successor Agency, any recoveries would be net of pass through payments and any other obligations with first call on the recovered revenue. The recovery fees shall not exceed $10,000.

III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task sub- budget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.8.

IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

V. The total compensation for the Services shall not exceed $118,975.00 plus 25% of net property tax revenues recovered by Consultant not to exceed $10,000, as provided in Section 2.1 of this Agreement.

VI. The Consultant’s billing rates for all personnel are attached as Exhibit C-1. 01007.0007 2106633.6 C-2
EXHIBIT C-1

RATE SCHEDULE

Rates are the same for Years 1-5:

Hourly Rate
Partner $250
Principal $225
Programmer $200
Associate $175
Senior Analyst $125
Analyst $90
Administrative $70

01007.0007 2106633.6 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all Services timely in accordance with the following schedule:

A. Services will be continuous, on-going and as directed by the Contract Officer.

II. Consultant shall deliver the following tangible work products to the City by the following dates.

A. Regular and as needed property tax audit and analysis reports, including identified errors, recovery opportunities, and revenue impacts.

B. Short and long-term property tax revenue forecasts, including alternative scenarios for budget planning shall be delivered to the City no later than April 1 each year.

C. Annual and quarterly summaries of market trends, parcel data, and assessed valuations shall be delivered to the City no later than February 1 each year.

D. Reports in City -requested formats (PDF, Excel, CSV, Access) to support fiscal, economic, and community development planning – as needed.

E. Track bills and pending legislation affecting property tax revenues and provide monthly summaries, status updates, and impact analyses – ongoing basis.

III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 23. To: Honorable Mayor and City Council From: Dr. Khaleah K. Bradshaw, City Clerk CLERK {{division}} Subject: CONSIDER ADOPTING RESOLUTION NO. 26-021, A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF CARSON, THE BOARD OF THE CARSON HOUSING AUTHORITY, AND THE BOARD OF THESUCCESSOR AGENCY TO THE FORMER CARSON REDEVELOPMENT AGENCY, ADOPTING A RECORDSRETENTION SCHEDULE FOR THE CITY OF CARSON, THE CARSON HOUSING AUTHORITY, AND THESUCCESSOR AGENCY TO THE CARSON REDEVELOPMENT AGENCY I. SUMMARY
The City currently does not have its own Records Retention Schedule, and defers to the California Secretary ofState Local Government Records Management Guidelines. As the City grows and digital data increases, relying onbroad and generic state guidelines has led to inconsistencies in how records are stored and when they are purged,and inefficiencies resulting from storage of excessive physical records. Establishing a localized schedule is acritical step toward modernizing the City's administrative infrastructure while ensuring compliance with applicablelaw. In addition to organization and modernization, a long-term benefit is that the City will reduce costs related tooff-site physical storage and digital server space by authorizing the timely destruction of obsolete records.

Beyond simple compliance, the City's retention schedule will foster greater transparency to the community byproviding an easy and clear understanding of how and what records are retained, assist our City Clerk in prioritizingthe proper protection and digital backup of documents vital to the operations and history of the City, help the Cityresume operations with ease in the event of an emergency, facilitate ease of retrieval and review of retainedrecords when needed, and reduce the significant amount of time spent searching through unorganized legacy data.

II. RECOMMENDATION
WAIVE further reading and ADOPT Resolution No. 26-021, "A RESOLUTION OF THE CITY COUNCIL OF THECITY OF CARSON, CALIFORNIA, THE BOARD OF THE CARSON HOUSING AUTHORITY, AND THE BOARDOF THE SUCCESSOR AGENCY TO THE FORMER CARSON REDEVELOPMENT AGENCY, ADOPTING ARECORDS RETENTION SCHEDULE FOR THE CITY OF CARSON, THE CARSON HOUSING AUTHORITY, ANDTHE SUCCESSOR AGENCY TO THE CARSON REDEVELOPMENT AGENCY" III. ALTERNATIVES
TAKE any other action the City Council deems appropriate.

IV. BACKGROUND
Currently, the City does not have a customized internal policy for record-keeping. Instead, the City defers to theCalifornia Secretary of State Local Government Records Management Guidelines. While the State guidelinesprovide a baseline for legal compliance, they often lack the specificity required to address the unique operationalworkflows and departmental needs of our local government. The proposed Records Retention Schedule providesclear and detailed retention periods for all types of City, Successor Agency and Housing Authority records. CRArecords would be the subject of a separate CRA records retention schedule adopted by the CRA Board.

V. FISCAL IMPACT
None.

VI. EXHIBITS

1. Resolution No. 26-021 - Adoption of Records Retention Schedule2. Proposed Records Retention Schedule - Exhibit A to Resolution No. 26-021

Attachments
Resolution No. 26-021 - Adoption of Records Retention Schedule Records Retention Schedule - Exhibit A to Resolution No. 26-021.pdf 01007.0001 2110089.2
RESOLUTION NO. 26-021

Page 1 of 4 ends

RESOLUTION NO. 26-021

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON, CALIFORNIA ,

THE BOARD OF THE CARSON HOUSING AUTHORITY, AND THE BOARD OF THE

SUCCESSOR AGENCY TO THE FORMER CARSON REDEVELOPMENT AGENCY ,

ADOPTING A RECORDS RETENTION SCHEDULE FOR THE CITY OF CARSON, THE

CARSON HOUSING AUTHORITY, AND THE SUCCESSOR AGENCY TO THE

CARSON REDEVELOPMENT AGENCY
WHEREAS, the City of Carson (“City”), the Carson Housing Authority (“HA”), and the Successor Agency to the former Carson Redevelopment Agency (“SA”) have an obligation to maintain and store records in accordance with applicable laws and regulations and accepted records management practices;
WHEREAS, a records retention schedule is an agency’s legal authority to dispose of official records that no longer have administrative, legal, fiscal or historical value and are eligible for destruction by law; and
WHEREAS, Section 34090 of the Government Code of the State of California provides a procedure whereby any City record which has served its purpose and is no longer required may be destroyed ; and
WHEREAS, the City , HA and SA continue to store a n unnecessarily large volume of records, both in paper copy and electronically, due to the ir current lack of a clear records retention schedule identifying all the types of records created and maintained by such agencies; and
WHEREAS, the maintenance of excessive or unnecessary records is expensive, inefficient, and slows document retrieval, and
WHEREAS, through the adoption of this Resolution, the City Council , acting also as the HA Board and SA Board, desires and intends to adopt a comprehensive r ecords retention schedule which sets forth the records retention and destruction requirements for the City, the HA and the SA.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CARSON DOES HEREBY FIND, RESOLVE AND ORDER AS FOLLOWS:

Section 1. The foregoing recitals are true and correct, and are incorporated herein by this reference.

Section 2. The City Council, acting also as the HA Board and SA Board, hereby adopts the Records Retention Schedule attached hereto as Exhibit “A ” for the City, the HA and the SA.

Section 3. The adoption of the Records Retention Schedule attached hereto as Exhibit “A” is intended to replace and supersede any and all pr eviously-adopted records RESOLUTION NO 26-025

Page 2 of 4 ends

retention schedules of the City, the HA and/or the SA.

Section 4. Updates are hereby authorized to be made to the Records Retention Schedule attached hereto as Exhibit “A,” without any further action by the City Council , HA Board or SA Board , with the consent of the applicable Department Head, City Clerk /HA/SA Secretary, City/HA/SA Attorney, and City Manager or HA/SA Executive Director, as applicable.

Section 5. The City Council declares that, should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect.

Section 6. The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

Section 7. This Resolution shall be effective immediately upon its adoption. [signatures on the following page]

01007.0001 2110089.2
RESOLUTION NO. 26-021

Page 3 of 4 ends

PASSED, APPROVED, and ADOPTED this _____ day of _________ 2026.

APPROVED AS TO FORM: CITY OF CARSON:

__________________________ _____________________________ Sunny K. Soltani, City/HA/SA Attorney Lula Davis-Holmes, Mayor/Chair

ATTEST:

_______________________________
Dr. Khaleah K. Bradshaw, City Clerk /Agency
Secretary

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CITY OF CARSON )

I, Dr. Khaleah K. Bradshaw, City Clerk of the City of Carson, California, hereby attest to and certify that the foregoing resolution, being Resolution No. 26-021 adopted by the City of Carson City Council at its meeting held on ___________ ____, 2026 , by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMEBES:

ABSENT: COUNCIL MEMBERS:

______________________________
Dr. Khaleah K. Bradshaw, City Clerk
RESOLUTION NO 26-025

Page 4 of 4 ends

EXHIBIT “A”
Records Retention Schedule
[to be attached]

01007.0001 2114478.1

RECORDS RETENTION SCHEDULE

Employees are required to review both the images and the indexes, ensure the electronic record contains all significant details from the original, and be an adequate substitute for the original document for all purposes.

Destroy paper documents after they have been reviewed, imaged, and uploaded to a trustworthy electronic record.

If there are legal requirements for the electronic record to serve as the official (original) record, the electronic record is also placed on Unalterable Media, Immutable Cloud Media, Optical Disk (OD), DVD-R, CD-R, Blue-ray-R, or WORM, or microfilmed) which is stored in a safe and separate location.

Media Options (guideline): Mag = Electronic Computer Magnetic Media (such as Hard drives, Networks, USB Drives, Cloud, etc.)
Mfr = Microforms (aperture cards, microfilm, microfiche, or jackets) Ppr = Paper, Mylar, Linen, “Hard Copy”
OD = Optical Disk or other Unalterable Media which does not allow changes

Other requirements, such as Litigation Holds, may apply. Please contact the City Attorney for any questions.

Legend for legal citations (§: Section) B&P: Business & Professions Code (CA) CBC: California Building Code CC: Civil Code (CA) CCP: Code of Civil Procedure (CA) CCR: California Code of Regulations (CA) CFC: California Fire Code CFR: Code of Federal Regulations (US) EC: Elections Code (CA) EVC: Evidence Code (CA) FA: Food & Agriculture Code FC: Family Code (CA) FTB: Franchise Tax Board (CA) GC: Government Code (CA) H&S: Health & Safety Code (CA) HUD: Housing & Urban Develop. (US) LC: Labor Code (CA) Ops. Cal. Atty. Gen..: Attorney General Opinions (CA) PC: Penal Code (CA) PRC Public Resources Code R&T: Revenue & Taxation Code (CA) UFC: Uniform Fire Code USC: United States Code (US) VC: Vehicle Code (CA) W&I: Welfare & Institutions Code (CA)

Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Retentions apply to the department that is NOT the Office of Record (OFR), or the "Lead Department". If you are the OFR, refer to your department retention schedule.

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

HOLDS: Litigation, claims, complaints, audits, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).iods Lead Dept. CW-001
Affidavits of Publication/Affidavits of Posting Notices/ Legal Advertising/Notices/Proofs of Publications/Public Hearing Notices
2 years
Mag,
Mfr, OD,
Ppr
Brown Act challenges must be filed within 30 or 90 days of action; Statute of Limitations on Municipal Government actions is 3 - 6 months; GC §§34090, CCP 54960.1(c)(1), CCP Section 337
Lead Dept.
(Managing the
Agreement /
Contract)
CW-002
Agreements / Contracts: ADMINISTRATION (WITH Grant
Funding)
(Project Administration, Insurance Certificates, Certified Payrolls, Project Schedules, Successful Proposal, etc.) The City Clerk is the Office of Record for all agreements approved by the City Council
Completion + 10
years or After
Funding Agency
Audit, if
required,
whichever is
longer
Mag,
Mfr, OD,
Ppr
Department preference; Some grant funding agencies require audits; Statute of Limitations for Errors & Omissions is 10 years; Statute of Limitations: Cont Developers=completion + 10 years; CCP §337 et. seq., 92.505, & 570.502(b), GC §34090
Lead Dept.
(Managing the
Agreement /
Contract)
CW-003
Agreements / Contracts: ADMINISTRATION (WITHOUT Grant
Funding)
(Project Administration, , Certified Payrolls, Project
Schedules, Successful Proposal, etc.)
The City Clerk is the Office of Record for all agreements approved by the City Council
Completion + 10
years
Mag,
Mfr, OD,
Ppr
Department preference; Covers E&O Statute of Limitations; Statute of Limitations:

Contracts & Spec's=4 years, Developers=comp. + 10 years; CCP §337 et. seq., GC §34090
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used by ALL Departments)
CITY-WIDE (Used by ALL Departments)
PAGE CW-1 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept.
(Managing the
Agreement /
Contract)
CW-004
Agreements / Contracts: NOT APPROVED BY THE CITY

COUNCIL
Agreement / Contract includes all contractual obligations (e.g. Scope of Work / all attachments / exhibits)
The City Clerk is the Office of Record for all agreements approved by the City Council.

Completion + 10
years
Mag,
Mfr, OD,
Ppr
Department preference; Statute of Limitations for Errors & Omissions is 10 years; Statute of Limitations: Contracts & Spec's=4 years, Developers=comp. + 10 years; CCP §337 et. seq., 2 CFR 200.334; 24 CFR 91.105(h), 92.505, & 570.502(b), GC §34090
Lead Dept.
(Managing the
Agreement /
Contract)
CW-005
Agreements / Contracts:

UNSUCCESSFUL BIDS, PROPOSALS /
RESPONSES to RFPs (Request for Proposals)
/ RFQs (Request for Qualifications) that don't result in a contract
2 years
Mag,
Mfr, OD,
Ppr
Finance / Purchasing retains the originals of Formal procurements; Includes unopened bids; GC §34090
Lead Dept.
(Managing the
RFP)
CW-006 Bid Bonds Release of Bond
/ Letter of Credit
Mag,
Mfr, OD,
Ppr
Security; GC §34090
Lead Dept. CW-007
Boards, Commissions, / Committees: External Organizations / Regional Boards / Commissions - Agendas, Minutes,
Resolutions, / other documents
(e.g. County Board of Supervisors)
When No Longer
Required Mag, Ppr Non-records
Staffing Dept. CW-008
Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council

AGENDAS / STAFF REPORTS
2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Staffing Dept. CW-009 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council Recordings 90 days Mag Audio Required for 30 days; GC §54953.5(b) Staffing Dept. CW-010 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council MINUTES 2 years
Mag,
Mfr, OD,
Ppr
Department maintains originals; GC §34090
PAGE CW-2 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Staffing Dept. CW-011 Boards, Committees, Commissions, Advisory Bodies: Citizen Advisory Created by the City Council Recordings 2 years Mag Department preference; video recordings of meetings are required for 90 days; GC §34090.7
Lead Dept. CW-012 Cash Receipts / Detail Backup of Revenue in Departments / Petty Cash Backup / Credit Card Payment Receipts 5 years Mag, Ppr Not forwarded to Finance; Department preference; meets municipal government auditing standards; GC §34090
Staffing Dept. CW-013
Committees: Employee Committees, Employee Staff
Meetings / Department Staff Meetings AGENDAS / MINUTES
(if Agenda or Minutes are created)
2 years
Mag,
Mfr, OD,
Ppr
GC §34090 et seq.

Staffing Dept. CW-014 Committees: Subcommittees of the City Council (Ad-Hoc / Standing Committees) AGENDAS / MINUTES Permanent
Mag,
Mfr, OD,
Ppr
CCP 60201(d)(12)
Lead
(Responding)
Dept.

CW-015 Complaints / Concerns Database / CRM Database /
Neighborhood Connections 2 years
Mag,
Mfr, OD,
Ppr
Claims must be filed in 6 months, GC §34090
Dept. that Authors
Document or
Receives the City's
Original Document
CW-017
Correspondence - ROUTINE
(IF CONTENT relates in a SUBSTANTIVE way to the conduct of the public's business)
(e.g. email / email/text messages with SUBSTANTIVE content, Letters, Memorandums, Administrative Files, Press Releases, Media Releases
2 years
Mag,
Mfr, OD,
Ppr
ONLY IF the Content relates in a substantive way to the conduct of the public's business; City of San Jose vs. Superior Court, 5 Cal. 5th 608 (2017). GC §34090
PAGE CW-3 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Dept. that Authors
Document or
Receives the City's
Original Document
CW-018
Correspondence - Interagency / Intraagency Memoranda
retained in the ordinary course of business
(e.g. calendars, checklists, e-mail / email, social media posting, employee directories, flyers, invitations, instant messaging, inventories, logs, mailing lists, meeting room registrations, PowerPoint presentations, speaker cards, speech notes, Teams videoconference chats, notes /
recordings, supply inventories, telephone messages, text messages, transmittal letters, thank yous, requests from other cities, preliminary notices for construction projects, reproduction request forms, undeliverable envelopes /
returned mail, visitors logs, voice mails, webpages, etc.) 2 Years Mag, Ppr
Electronic and paper records are categorized, filed and retained based upon the CONTENT of the record. Records where either the CONTENT relates in a SUBSTANTIVE way to the conduct of the public's business, or ARE made or retained for the purpose of preserving the informational content for future reference are SAVED by placing them in an electronic or paper (project) file folder and retained for the applicable retention period. If not mentioned here, consult the City Attorney to determine if a record is considered transitory / preliminary draft. GC §§34090, 7927.500, 7928.705.; 64 Ops. Cal. Atty.

Gen. 317 (1981)); City of San Jose vs. Superior Court, 5 Cal. 5th 608 (2017).

Lead Dept. CW-019 Drafts / Notes: Drafts that are revised (retain final version) After final
version is
completed
Mag, Ppr
As long as the drafts and notes are not retained in the "Ordinary Course of Business". Consult the City Attorney to determine if a record is considered a draft.

GC §§34090, 7927.500, 7928.705
Lead Dept. CW-020 GIS Database / Data / Layers (both City-wide / Specialized) When No Longer Required Mag
The Lead Department should print out historical documents (or save source data) prior to replacing the data, if they require the data or output for historical purposes; Department preference (Preliminary documents); GC §34090 et seq.

Lead Dept.
(Managing the
grant)
CW-021 Grants (UNSUCCESSFUL Applications, Correspondence) 2 years Mag,
Mfr, OD,
Ppr
GC §34090
PAGE CW-4 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept.
(Managing the
grant)
CW-022
Grants Administration / CDBG Administration (Community
Development Block Grant) / Reimbursable Claims / FEMA
Reimbursements
/ OES Reimbursements (SUCCESSFUL Reports, other records required to pass the funding agency's audit, if required) Applications (successful), copy of grant agreement, copies of invoices, program rules, regulations / procedures, reports to grant funding agencies, correspondence, audit records,
completion records
After Funding
Agency Audit, if
required -
Minimum 5
years
Mag,
Mfr, OD,
Ppr
Meets auditing standards; Grants covered by a Consolidated Action Plan are required for 5 years; Uniform Admin.

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

91.105(h), 92.505, 570.490, &
570.502(a&b), GC §34090
Lead Dept. CW-023 Newspaper Clippings When No
Longer Required
Mag,
Mfr, OD,
Ppr
Non-records
Lead Dept. CW-024 Overtime Approval Slips / Time Off Approvals 2 years Ppr Time Card is the final record retained by Payroll; GC §34090 Human Resources CW-025 Personnel Files (Department Copies) Send all originals to Human Resources
Copies -
When No Longer
Required
Mag,
Mfr, OD,
Ppr
Originals are retained by Human Resources; GC §34090.7
Lead Dept. CW-026 Personnel Files (Supervisor's Notes)
After
Incorporation
into
Performance
Evaluation or
Documented
Discipline
Mag,
Mfr, OD,
Ppr
Notes maintained in a separate folder to be incorporated into performance evaluation, or to document progressive discipline; GC §34090 et seq.

Lead Dept. CW-027 Photographs 2 years Mag, Ppr Preliminary Drafts (retention is placed on the final record in which the photograph is published in, if any); destroy unnecessary photographs. GC §§34090, 7927.500 Lead Dept.
(Who Uses the
Vehicle)
CW-028 Pre-Trip Inspections / Vehicle Safety Checks / Daily Vehicle Inspections / Daily Equipment Checks 2 years Ppr GC §34090; 13 CCR 1234(c) PAGE CW-5 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. CW-029
Prop. 218 (Property-based fees - Improvement Districts:

Notices / Mailing List
(Protest Letters / Ballots are tabulated by the City Clerk) 2 years
Mag,
Mfr, OD,
Ppr
GC §53753(e)(2)
Lead Dept.
(Who Ordered the
Appraisal)
CW-030 Real Estate Appraisal Reports: Property NOT
purchased, Loans not funded, etc. 2 years
Mag,
Mfr, OD,
Ppr
Not accessible to the public; GC §§34090, 7928.705
Lead Dept.
(Who Ordered the
Appraisal)
CW-031 Real Estate Appraisal Reports: Purchased
Property, Funded Loans
Minimum 5
years
Mag,
Mfr, OD,
Ppr
Not accessible to the public until purchase has been completed; meets grant auditing requirements; 2 CFR 200.334; 24 CFR 91.105(h), & 570.502(b); GC §34090 Lead Dept. CW-032
Recorded Documents: Deeds, Easements, Final Order of
Condemnation, Full Reconveyance, Liens, Notice of
Completion, Rights of Way, etc.

P
Mag,
Mfr, OD,
Ppr
GC §34090(a)
Lead Dept. CW-033 Reference Materials: Produced by OUTSIDE ORGANIZATIONS (League of California Cities, Chamber of Commerce, etc.) When No Longer
Required
Mag,
Mfr, OD,
Ppr
Non-Records
Lead Dept. CW-034
Reference Materials: Internal Policies, Procedures,
Handbooks, Manuals / O&M Manuals, Plans / Strategic Plans, Plans (if not provided in the schedule), Standard Operating Procedures (SOPs), Studies, Reports (if not provided in the schedule.): etc.: Produced by YOUR Department
Minimum 2
years
Mag,
Mfr, OD,
Ppr
Department preference; GC §34090
Lead Dept. CW-035
Reference Materials: Policies, Procedures, Brochures, Flyers, Handbooks, Manuals / O&M Manuals, Newsletters,
Administrative Policies, Plans / Strategic Plans, Plans (if not provided in the schedule), Standard Operating Procedures (SOPs), Studies, Reports (if not provided in the schedule.):
etc.: Produced by OTHER Departments
When
Superseded
Mag,
Mfr, OD,
Ppr
Copies; GC §34090.7
PAGE CW-6 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. CW-036 Reports, Studies (Historically significant - e.g., Zoning Studies) Permanent Mag,
Mfr, OD,
Ppr
Administratively and Historically significant, therefore retained permanently; GC §34090
Lead Dept. CW-037 Reports, Studies (other than Historically significant - e.g.

Annual Reports) 10 years
Mag,
Mfr, OD,
Ppr
Department preference; Information is outdated after 10 years; If historically significant, retain permanently; GC §34090
Lead Dept.
(using the
chemical)
CW-038
Safety Data Sheet (SDS) / Material Safety Data Sheet (MSDS) / Chemical Use Report Form / records of the chemical /
substance / agent, where / when it was used
30 years
Mag,
Mfr, OD,
Ppr
Previous MSDS may be obtained from a service; MSDS may be destroyed as long as a record of the chemical / substance / agent, where & when it was used is maintained for 30 years; Applies to qualified employers; Claims can be made for 30 years for toxic substance exposures; 8 CCR 3204(d)(1)(B)(2 and 3), 29 CFR 1910.1020(d)(1)(i), GC §34090
Lead Dept. CW-039 Special Event Permits Expiration + 2
years
Mag,
Mfr, OD,
Ppr
Department preference; GC §34090 et seq.

Lead Dept. CW-040 Special Projects / Subject Files/Issue Files Minimum 2 years
Mag,
Mfr, OD,
Ppr
Department preference; GC §34090 et seq.

Lead Dept. CW-041 Subpoenas (appearance / duces tecum) 2 years Mag,
Mfr, OD,
Ppr
Department preference; GC §34090 et seq.

Lead Dept. CW-042
Surveys / Questionnaires (that the City issues). If a summary of the data is compiled, the survey forms are considered a draft / transitory record, / can be destroyed as drafts (When No Longer Required)
2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Lead Dept. CW-043 Training Database (Vector Solutions / Target Solutions) Minimum
Separation + 5
years
Mag
Data is interrelated; LC §§1198.5, 6401.9(f), 6429(c); 8 CCR §3203 et seq., 29 CFR 1627.3(b)(ii), GC §§12946, 12960, 34090, 53235.2(b), 53237.2(b); 53238.3(b)
PAGE CW-7 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. CW-044
Training EMPLOYEE RECORDS (If Records are Created - filed by Employee Name) Required Information by Employee for all Employee Training for Separation + 5 years: Employee Name Training Provider’s Name Date Duration (length) Core
Competencies / Skills Certifications / Qualification Documents Separation + 5
years Mag
LC §§1198.5, 6401.9(f), 6429(c); 8 CCR
§3203 et seq., 29 CFR 1627.3(b)(ii), GC
§§12946, 12960, 34090, 53235.2(b), 53237.2(b); 53238.3(b) Lead Dept. CW-045
Training Presented by City Staff - COURSE RECORDS
(Attendance Rosters / Sign-in Sheets, Outlines / Materials; includes Ethics, Fiscal & Financial, Harassment, Workplace Violence, Safety Training, Tailgates)
5 years
Mag,
Mfr, OD,
Ppr
Department preference; Meets OSHA requirements; Ethics, Fiscal & Financial, 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; 8 CCR §3203 et seq., 29 CFR 1627.3(b)(ii), LC §6429(c); GC §§12946, 12960, 34090, 53235.2(b), 53237.2(b); 53238.3(b), LC §6401.9(f)
Lead Dept. CW-046 Volunteer / Unpaid Intern Applications / Agreements - Unsuccessful / Pending Applicants 3 years
Mag,
Mfr, OD,
Ppr
Courts may treat volunteers as employees in some actions; 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 §§12946, 12960, 34090
PAGE CW-8 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. CW-47 Routine video monitoring
30 days if the
City keeps
another record
of the event
recorded in the
video medium,
except that a
video recording
medium shall
not be destroyed
or erased for at
least 90 days
after occurrence
of the event
recorded
thereon. 1 year if
the City does not
keep another
record of the
event recorded
in the video
medium.

GC 34090.6-34090.7
PAGE CW-9 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. CW-048
Volunteer / Unpaid Intern Applications / Agreements
(includes emergency contact information) - Successful
Applicants
Inactive /
Separation + 3
years
Mag,
Mfr, OD,
Ppr
Courts may treat volunteers as employees in some actions; 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
PAGE CW-10 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

City Clerk CC-001
Agenda Packets: City Council, Carson Reclamation Authority (CRA), Housing Authority, Public Financing Authority, former Redevelopment Agency / Successor Agency / Oversight Board Includes Appeals, Budgets, Annual Financial Reports (CAFR, ACFR) and other documents presented in the Agenda Packet 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk CC-002
Agreements / Contracts, Amendments - APPROVED BY THE
CITY COUNCIL: AFTER SCANNING/IMAGING, /
INFRASTRUCTURE, JPAs, MOUs
Agreement / Contract includes all contractual obligations (e.g.

Scope of Work / all attachments / exhibits)
Examples of Infrastructure: Architects, Buildings, bridges, covenants, development, environmental, Joint Powers,
MOUs, park improvements, property / property restrictions, redevelopment, reservoirs, sewers, sidewalks, street / alley improvements, settlement, subdivisions, utilities, water, etc. 10 years or 3
years after
completion if
contract is
longer than 10
years
Mag,
Mfr,
OD, Ppr
All infrastructure contracts should be permanent for emergency response; Statute of Limitations is 10 years for Errors & Omissions; 4 years for all contracts; CCP §§337. 337.1(a), 337.15, 343; GC §34090, Contractor has retention requirements in 48 CFR 4.703(a)
RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)

CITY CLERK
PAGE CC-11 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Clerk CC-003 Bid Openings: Bid Register, Certificate of Posting (other records are copies) 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk CC-004 Board / Commission / Committee Maddy Act Lists / Vacancy Notices 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk CC-005 Board / Commission / Committee Recruitment / Applications (All, whether appointed / not) 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk CC-006 Bonds: Labor & Materials Bonds, Performance Bonds, Letters of Credit, Encroachment Permits, Monitoring Bonds
Release of Bond
/ Letter of Credit
Mag,
Mfr, OD,
Ppr
Security; GC §34090
City Clerk CC-007 City Articles of Incorporation Permanent Mag, Ppr Department preference; GC §34090 Risk Management CC-008 Claim Forms 2 years
Mag,
Mfr, OD,
Ppr
Risk Management is the Office of Record for Claim Files; GC §34090 City Clerk CC-009
FPPC Economic Interest Filings (FPPC 700 Series Forms - Statement of Economic Interests): DESIGNATED EMPLOYEES / CONSULTANTS (specified in the City's Conflict of Interest code)
7 years Mag City maintains original statements; GC
§81009(e)&(g)
City Clerk CC-010
FPPC Economic Interest Filings (FPPC 700 Series Forms - Statement of Economic Interests): ELECTRONICALLY FILED /DATABASE
Permanent
Mag,
Mfr, OD,
Ppr
Department preference; Only Campaign Statements filed electronically are required for 10 years; GC §81009(f)(g); GC §84615
City Clerk CC-011
FPPC Economic Interest Filings (FPPC 700 Series Forms - Statement of Economic Interests): PUBLIC OFFICIALS / 87200 FILERS (elected / not elected. Includes City Council Members, Planning Commission Members, City Manager, City Treasurer / City Attorney)
7 years
Mag,
Mfr, OD,
Ppr
Must post on website; GC §81009(e)
City Clerk CC-012 FPPC Form 801 (Gift to Agency Report) 7 years Mag Should post on website for 4 years; GC §81009(e) PAGE CC-12 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Clerk CC-013 FPPC Form 802 (Event Ticket / Pass Distributions Agency Report) 7 years Mag, Ppr GC §81009(e)
City Clerk CC-014 FPPC Form 803 (Behested Payment Report) 7 years Mag,
Mfr, OD,
Ppr
Must post on website; 2 CCR 18705.5; 2 CCR 18702.5(b)(3); GC §34090; GC §81009(e)
City Clerk CC-015 FPPC Form 806 (Agency Report of Public Official Appointments) 7 years
Mag,
Mfr, OD,
Ppr
Must post on website; 2 CCR 18705.5; 2 CCR 18702.5(b)(3); GC §34090; GC §81009€
City Clerk /
Elections CC-016
Campaign Filings (FPPC 400 Series Forms /
Form 501): SUCCESSFUL CANDIDATES
(Elected Officials)
Permanent
Mag,
Mfr, OD,
Ppr
GC §81009(b)&(g)
City Clerk /
Elections CC-017 Campaign Filings (FPPC 400 Series Forms, 501 Form):

UNSUCCESSFUL CANDIDATES Permanent
Mag,
Mfr, OD,
Ppr
Candidates without committees are not required to file their statements, reports or copies online or electronically; Paper must be retained for at least 2 years; GC §81009(b)&(g)
City Clerk /
Elections CC-018
Campaign Filings (FPPC 400 Series Forms, 501 Form):

UNSUCCESSFUL CANDIDATES, ELECTRONICALLY FILED -
WITH / WITHOUT Committees
Permanent
Mag,
Mfr, OD,
Ppr
Campaign statements must be posted on the City’s website within 72 hours and remain on line for 4 years; Statements filed electronically are required for 10 years; GC §81009(b)&(g); GC §84615
City Clerk /
Elections CC-019
Campaign Filings (FPPC 400 Series Forms):

THOSE NOT REQUIRED TO FILE ORIGINAL WITH CITY CLERK
(copies)
Permanent
Mag,
Mfr, OD,
Ppr
GC §81009(f)&(g)
City Clerk /
Elections CC-020 Campaign Filings (FPPC 400 Series Forms):

OTHER COMMITTEES (PACS - not candidate- controlled) Permanent Mag,
Mfr, OD,
Ppr
GC §81009(c)&(g)
City Clerk /
Elections CC-021
Candidate File: Nomination Papers, Candidate Statement
Forms, Ballot Designation Forms, etc. - SUCCESSFUL

CANDIDATES
Term of Office +
4 years
Mag,
Mfr, OD,
Ppr
CA law states term of office and 4 years after the expiration of term and does not delineate between the two; EC §17100
City Clerk /
Elections CC-022
Candidate File: Nomination Papers, Candidate Statement
Forms, Ballot Designation Forms, etc. - UNSUCCESSFUL

CANDIDATES
Election + 4
years
Mag,
Mfr, OD,
Ppr
CA law states term of office and 4 years after the expiration of term and does not delineate between the two; EC §17100

CITY CLERK/ELECTIONS
PAGE CC-13 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Clerk /
Elections CC-023
Elections - GENERAL, WORKING / ADMINISTRATION Files
(Correspondence, Applications to fill a Vacancy on the City Council, Precinct Maps, County Election Services, Candidate Statements to be printed in the Sample Ballot, Polling
Locations / Precinct Board Members, Notices, Postings,
etc.)
Minimum 2
years
Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk /
Elections CC-024 Elections - HISTORICAL Files (Copies of Sample Ballot, Copy of Resolution Declaring Results, etc.) Permanent Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk /
Elections CC-025 Elections - Petitions (Initiative, Recall / Referendum) - IF INSUFFICIENT - IF Examined by Proponents
Final
Examination + 1
year after
Not accessible to the public;1 year after examination if the proponents choose to examine the petitions, unless there is a legal or FPPC proceeding. EC §§17200(b)(3), 17400
City Clerk /
Elections CC-026 Elections - Petitions (Initiative, Recall / Referendum) - IF INSUFFICIENT - NOT Examined by Proponents
Determination of
Insufficiency
+ 8 months
Ppr
Not accessible to the public; The 8 month retention applies after the City Clerk makes the determination of insufficiency / examines the petitions. unless there is a legal or FPPC proceeding. EC §§17200(b)(3), 17400
City Clerk /
Elections CC-027 Elections - Petitions (Initiative, Recall / Referendum) - IF

SUFFICIENT
Results + 8
months Ppr
Not accessible to the public; The 8 month retention applies after election results, or final examination if no election, unless there is a legal or FPPC proceeding. EC §§17200(b)(3), 17400
City Clerk /
Elections CC-028
Elections - Prop. 218 (Property-based fees - Improvement Districts: Protest Letters / Ballots, Tabulation (Notices / Mailing lists are retained in the Lead Dept.)
2 years
Mag,
Mfr, OD,
Ppr
GC §53753(e)(2)
City Clerk CC-029
Ethics Training Certificates, Fiscal and Financial Training Certificates for City Council,
Board / Commission Members
5 years
Mag,
Mfr, OD,
Ppr
GC §§ 3105, 12946, 12960, 34090, 53235.2(b), 53238.3(b) (End of Elections Section)
PAGE CC-14 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Clerk CC-030
Historical Records / Archives, Photographs, / Historical Projects (e.g. City Anniversaries, Incorporation, City Seal, Awards of significant historical interest, Grand Openings, etc.) Permanent
Mag,
Mfr, OD,
Ppr
City Clerk determines historical significance; records can address a variety of subjects and media. Some media (e.g. audio and video tape) may be limited because of the media's life expectancy; GC §34090
City Clerk CC-031
Minutes: City Council, Carson Reclamation Authority (CRA), Housing Authority, Public Financing Authority, former
Redevelopment Agency / Successor Agency / Oversight Board Permanent
Mag,
Mfr, OD,
Ppr
GC §34090(e); GC 60201(d)(12)
City Clerk CC-032 Oaths of Office / Disaster Service Worker Oaths (Council, Board and Commission Members)
Separation + 4
years
Mag,
Mfr, OD,
Ppr
Statute of Limitations: Public official misconduct is discovery of offense + 4 years, GC §§36507, 26202; PC §§801.5, 803(c); 29 USC 1113
City Clerk CC-033 Ordinances Permanent
Mag,
Mfr, OD,
Ppr
GC §34090(e)
City Clerk CC-034
Petitions (submitted to Council on any subject - Dog Parks, Parking, Traffic Calming, etc.)
See Elections for Initiative, Recall / Referendum Petitions 8 months Mag, Ppr Elections Code §17200
City Clerk CC-035 Public Records Requests / Subpoenas Duces Tecum / Summons 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Clerk CC-036
Recordings: AUDIO Recordings: City Council, Carson
Reclamation Authority (CRA), Housing Authority, Public
Financing Authority, former Redevelopment Agency /
Successor Agency / Oversight Board
90 days Mag
Audio Required for 30 days; GC §54953.5(b); video recordings of meetings are required for 90 days; GC
§34090.7
City Clerk CC-037
Recordings: Recordings: City Council, Carson Reclamation Authority (CRA), Housing Authority, Public Financing
Authority, former Redevelopment Agency / Successor Agency / Oversight Board
90 dayss Mag
Department preference; Audio Required for 30 days; GC §54953.5(b); video recordings of meetings are required for 90 days; GC
§34090.7
PAGE CC-15 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Clerk CC-038 Records Destruction Authorization Forms / Certifications (All Departments) 10 years
Mag,
Mfr, OD,
Ppr
Department preference; GC §34090
City Clerk CC-039 Records Retention Amendment Authorization Forms 10 years Mag,
Mfr, OD,
Ppr
Department preference; GC §34090
City Clerk CC-040
Redistricting Web Page / Council District
Boundary Web Page (Map, Redistricting Process, Agendas, Calendars, Notice, etc.)
10 years Mag, Ppr EC §21160(i); GC §34090
City Clerk CC-041
Resolutions: City Council, Carson Reclamation Authority (CRA), Housing Authority, Public Financing Authority, former Redevelopment Agency / Successor Agency / Oversight Board Permanent
Mag,
Mfr, OD,
Ppr
GC §34090(e)
PAGE CC-16 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

City Manager CM-001 Human Relations Commission AGENDAS / STAFF REPORTS 2 years Mag,
Mfr, OD,
Ppr
GC §34090
City Manager CM-002 Human Relations Commission MINUTES Permanent Mag,
Mfr, OD,
Ppr
GC §34090(e)
City Manager CM-003 Human Relations Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) City Manager CM-004
Project Files / Subject Files (Subject will change over time) If Content relates in a SUBSTANTIVE way to the conduct of the public's business
Minimum 2
years
Mag,
Mfr, OD,
Ppr
GC §34090 et seq.

City Manager CM-005 Women's Issues Commission AGENDAS / STAFF REPORTS 2 years Mag,
Mfr, OD,
Ppr
GC §34090
City Manager CM-006 Women's Issues Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) City Manager CM-007 Women's Issues Commission MINUTES Permanent Mag,
Mfr, OD,
Ppr
GC §34090(e)
Finance CM-008 Travel Records / Expense Reports
Copies - When
No Longer
Required
Mag,
Mfr, OD,
Ppr
Original signed documents are submitted to Finance for processing and official recordkeeping.

Scanned copies are maintained by Finance as the record copy.

RECORDS RETENTION SCHEDULE: CITY MANAGER

CITY MANAGER
PAGE CM-17 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Manager /
Government
Affairs
CM-009 Grant Application Evaluations (see City- wide for the retention of Successful Grants)
When No Longer
Required
Mag,
Mfr, OD,
Ppr
Preliminary drafts / Content Not Substantive; GC §34090 City Manager /
Government
Affairs
CM-010 Legislative Advocacies, Support / Opposition to proposed Federal / State Legislation 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Manager /
Government
Affairs
CM-011 Proclamations / Certificates of Recognition, etc. 2 years Mag,
Mfr, OD,
Ppr
GC §34090
City Manager /
Housing CM-012 Deferred Maintenance Loans (includes Liens and Releases) Permanent Mag,
Mfr, OD,
Ppr
Liens must be maintained permanently; GC §34090(a)
City Manager /
Housing CM-013 Fair Housing - Landlord / Tenant Mediation - Contracted to Housing Rights Center (HRC)
Minimum 5
years
Mag,
Mfr, OD,
Ppr
GC §34090 et seq.

City Manager /
Housing - Given to
Code Enforcement
CM-014 Foreclosure Notices / Neighborhood Pride Program (NPP): 2 years Mag,
Mfr, OD,
Ppr
Code Enforcement monitors property to ensure proper maintenance; GC §34090 City Manager /
Housing CM-015
Housing Plans: Consolidated Annual Performance and
Evaluation Review (CAPER) / Comprehensive Housing
Affordability Strategy (CHAS) / Consolidated Action Plan / Analysis of Impediments to Fair Housing Choices / Citizen Participation Plan / Action Plans, etc.

Superseded
+ 5 years
Mag,
Mfr, OD,
Ppr
24 CFR 91.105(h); 24 CFR 92.508(a); GC §34090

CITY MANAGER/GOVERNMENT AFFAIRS

CITY MANAGER/HOUSING
PAGE CM-18 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Manager /
Housing CM-016
Housing Programs: Affordable Housing Projects, Lead-Based Paint, Rehabilitation, CDBG-funded Housing Projects, etc.

92.508(a)&(c) & 570.502(a)(16), 982.158, 884.214; GC §34090 City Manager /
Housing CM-017
Housing Programs: Affordable Housing Projects,
Rehabilitation, CDBG-funded Housing Projects
Examples: &HOME, Housing Rehabilitation, Lead-Based Paint, etc.

Requirements for Grants to Local Governments is 3 years from expenditure report; 2 CFR 200.334; 24 CFR 92.508(a)(c)(2); GC §34090
City Manager /
Housing CM-018 Loan Applications Denied, Cancelled or Withdrawn (First Time Home Buyers, Life/Safety, Rehabilitation, HOME, etc.) 2 years Mag,
Mfr, OD,
Ppr
GC §34090
Lead Dept. CM-019 City Publications / Completed Graphic Design Projects - WITH SIGNIFICANT HISTORICAL VALUE Permanent
Mag,
Mfr, OD,
Ppr
The Customer (Lead Department) is responsible for retaining the final record for retention period; GC §34090
City Manager / PIO CM-020 Newspaper Clippings / Media Clippings When No Longer Required
Mag,
Mfr, OD,
Ppr
Non-records - may be obtained from the newspaper company; GC §34090

CITY MANAGER/PUBLIC INFORMATION OFFICER (PIO)
PAGE CM-19 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
City Manager / PIO CM-021 Public Relations Commission AGENDAS / STAFF REPORTS 2 years Mag,
Mfr, OD,
Ppr
GC §34090
City Manager / PIO CM-022 Public Relations Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) City Manager / PIO CM-023 Public Relations Commission MINUTES Permanent Mag,
Mfr, OD,
Ppr
GC §34090(e)
City Manager / PIO CM-024 Public Relations / Press Releases / News Releases / Articles written by the City 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
City Manager /
Multi-Media CM-025
PEG Channel Programming (Public, Educational, /
Government Access Television) Programming / Community
Programming / Government Access Channel Programming
When No Longer
Required
Mag,
Mfr, OD,
Ppr
Only recordings of "regular and ongoing operations" or those that are considered "duplicate records" (e.g. public meetings) can be destroyed after 100 days or 90 days; GC §§34090 et seq., 34090.6 and 34090.7
City Manager /
Multi-Media CM-026 Graphic Design Final Records 2 years Mag,
Mfr, OD,
Ppr
GC §34090

CITY MANAGER/MULTI-MEDIA
PAGE CM-20 of 57
Office of
Record
(OFR)
Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

City Clerk CRA-001
Agenda Packets, Agreements / Contracts,
Covenants, Conveyances of Real Property / CC&Rs, FPPC
Filings, Minutes, Notices, Recordings of Meetings, Real Property Records, Resolutions
Copies - When
No Longer
Required
Mag,
Mfr, OD,
Ppr
City Clerk retains originals; GC §34090
Carson Successor
Agency CRA-010
Redevelopment Projects / Project Areas
(Ensure Planning has all Environmental Documents,
Engineering has all CIP Projects, / City Clerk has all Real Property records for Permanent retention)
Completion
+ 10 years
Mag,
Mfr, OD,
Ppr
GC §34090
Carson Successor
Agency CRA-011 Redevelopment Projects / Project Areas CIP Projects built by Redevelopment Agency, if any
Send to
Engineering
Mag,
Mfr, OD,
Ppr
GC §34090
Carson Successor
Agency CRA-012
Redevelopment Projects / Project Areas Environmental
Documents / CEQA Permits, EIRs, Categorical Exemptions, Negative
Declarations, etc.

Send to Planning
Mag,
Mfr, OD,
Ppr
GC §34090
Carson Successor
Agency CRA-013 Redevelopment Projects / Project Areas Real Property:

Deeds, Easements, Rights of Way
Send to City
Clerk
Mag,
Mfr, OD,
Ppr
GC §34090

CARSON SUCCESSOR AGENCY
RECORDS RETENTION SCHEDULE: CARSON SUCCESSOR AGENCY
(former Redevelopment Agency Project Files)
PAGE CM-21 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. CED-001 Permit Database (Tyler EPL - Enterprise Permitting & Licensing; LA County is Legacy Permanent Mag, Mfr,
OD, Ppr
Data is interrelated; CBC §§ 1.8.4.3.1, 104.7, and 107.5 Building Permits are required to be retained Permanently, or Life of the Structure; GC §34090, H&S §19850 Community & Econ.

Develop./Planning CED-002 Address Files / Building Permits / Applications After documents
have been
uploaded unto
Tyler Munis
Mag, Mfr,
OD, Ppr GC §34090, CBC §104.7, H&S §19850
Community & Econ.

Develop./Planning CED-003 Building Plans - Finalled - INDUSTRIAL, COMMERCIAL, MULTI-

FAMILY DWELLINGS, PLACES OF PUBLIC ACCOMMODATION
After documents
have been
uploaded unto
Tyler Munis
Mag, Mfr,
OD, Ppr
For the life of the building for commercial and common interest dwellings only; CBC §§ 1.8.4.3.1, 104.7 & 107.5, H&S §19850
Community & Econ.

Develop./Planning CED-004 Building Plans - Cancelled / Withdrawn AFTER Building Permit Issuance
Upon
Cancellation or
Withdrawal
Mag, Mfr,
OD, Ppr
Preliminary drafts not retained in the ordinary course of business; CBC §§ 1.8.4.3.1, 104.7 and 107.5; H&S§19850, GC §34090
Community & Econ.

Develop./Planning CED-005 Building Plans - Cancelled / Withdrawn PRIOR to Building Permit Issuance
Upon
Cancellation or
Withdrawal
Mag, Mfr,
OD, Ppr
Preliminary drafts not retained in the ordinary course of business; CBC §§ 1.8.4.3.1, 104.7 and 107.5; H&S §19850, GC §34090
Community & Econ.

Develop./Planning CED-006 Building Plans - Expired
After documents
have been
uploaded unto
Tyler Munis
Mag, Mfr,
OD, Ppr CBC §§ 1.8.4.3.1, 104.7 and 107.5; H&S §19850, GC §34090 RECORDS RETENTION SCHEDULE: COMMUNITY and ECONOMIC DEVELOPMENT (Building, Economic Development, Planning)
COMMUNITY and ECONOMIC DEVELOPMENT / BUILDING & SAFETY (Contracted with Transtech Engineers since 7/2023, LA County prior) If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

PAGE CM-22 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Community & Econ.

Develop./Planning CED-007 Building Plans - Finalized - TENANT IMPROVEMENTS After documents
have been
uploaded unto
Tyler Munis
Mag, Mfr,
OD, Ppr
Retention for the life of the building for commercial and common interest dwellings only; CBC §§

1.8.4.3.1, 104.7 & 107.5,
H&S §19850, GC §34090
Community & Econ.

Develop./Planning CED-008 Building Plans - Finalized - SINGLE FAMILY RESIDENTIAL (All Finalized) 180 days Mag, Mfr,
OD, Ppr
Plans need not be filed for dwellings less than 2 stories, garages & appurtenances, farms/ranches, 1-story with bearing walls less than 25'; CBC requires 180 days from completion date; CBC §§

1.8.4.3.1, 104.7 & 107.5, H&S §19850, GC §34090
Community & Econ.

Develop./Planning CED-009 California Building Codes / Uniform Building Codes While Ordinance is in Force
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-010 Certificate of Occupancy (CofO) Permanent Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-011 Copyright Release Forms / Requests / Permissions to Receive Copies of Plans (to / from Architects) 2 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-012 Correction Notices - Building After corrected + 2 years
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-013 Energy Calculations
After project is
completed + 2
years
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-014 Geotechnical / Soils Reports Permanent Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-015 Plan Check Comments
When Permit is
Finalized + 2
years
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-016 Stop Work Notices 2 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-017 Structural Calculations
When Project is
finalized + 2
years
Mag, Mfr,
OD, Ppr GC §34090
COMMUNITY and ECONOMIC DEVELOPMENT / ECONOMIC DEVELOPMENT PAGE CM-23 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Community & Econ.

Develop./Planning CED-018
Economic Development Projects: Business Recruitment,
Expansion, Retention, Small Business Programs, Commercial Project Proposals and Approvals, Economic Reports and
Market Analyses
Minimum 2
years
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-019 Permit Database (Tyler EPL - Enterprise Permitting & Licensing; LA County is Legacy) Permanent Mag, Mfr,
OD, Ppr
Data is interrelated and contains Building Permits and other Permanent Records; GC §34090, H&S §19850
Community & Econ.

Develop. / Planning CED-020
Planning Projects - Discretionary / Ministerial - Approved Permanent Entitlements / Permits
(Includes Associated CEQA Noticing, Conditions of Approval, Environmental Determinations, Staff Reports, Plans, Soils Reports, Uniform Development Application, etc.)
Examples:

Conditional Use Permits (CUPs); Development Permits;
General Plan / General Plan Amendments; Lot Line
Adjustment; Sign Permits; Specific Plan; Tentative Subdivision Maps / Parcels Maps; Use Permits; Variance; Zoning
Clearance; Zoning Ordinance / Updates
Permanent Mag, Mfr,
OD, Ppr
Department preference; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR
§15095(c); GC §34090, 34090.7
Community & Econ.

Develop. / Planning CED-021 Planning Project Files - Cancelled / Expired / Withdrawn Cancellation,
Expiration or
withdrawal + 2
years
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-022 Advanced Planning / Long Range Planning / Project Implementation (Final Documents only) Permanent Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop./Planning CED-023 Annexations / Boundaries / Consolidations / LAFCO Permanent Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-024 Census, Demographics When No Longer Required
Mag, Mfr,
OD, Ppr (Non-Records - Census Bureau is OFR)
RECORDS RETENTION SCHEDULE: COMMUNITY and ECONOMIC DEVELOPMENT/PLANNING PAGE CM-24 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide StandardsCommunity & Econ.

Develop. / Planning CED-025 Director Approvals (Minor - does not go to Planning Commission) - FINAL APPROVAL LETTERS 2 years Mag, Mfr, OD, Ppr GC §34090 et seq.

Community & Econ.

Develop. / Planning CED-026
Environmental Determinations: Environmental Impact
Reports (EIRs), Negative Declarations, etc.) / CEQA - Where Planning is the Lead Correspondence / staff notes that
provide insight into the project / the agency’s CEQA
compliance with respect to the project
Project Approval
or Denial
+ 2 years
Mag, Mfr,
OD, Ppr
Not all internal communications and notes are required to be saved; "E-mails that do not provide insight into the project or the agency’s CEQA compliance with respect to the project — are not within the scope of section 21167.6, subdivision (e) and need not be retained." Golden Door Properties, LLC v. Superior Court of San Diego County (2020) 53 Cal.App.5th 733; PRC 21167,6; GC §34090
Community & Econ.

Develop. / Planning CED-027
Environmental Determinations: Environmental Impact
Reports (EIRs), Negative Declarations, Notice of Exemption (NOE), etc.) / CEQA Inside City boundaries - Where Planning is the Lead
5 years Mag, Mfr,
OD, Ppr
Usually filed in the project file; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR §15095(c)
Community & Econ.

Develop. / Planning CED-028 General Plan Advisory Committee AGENDAS & AGENDA PACKETS 2 years Mag, Mfr,
OD, Ppr Original Staff Reports are filed in the project file; GC §34090 Community & Econ.

Develop. /
Planning
CED-029 General Plan Advisory Committee RECORDINGS - Meetings / Audio Tapes 90 days Mag State law only requires for 30 days GC §54953.5(b) but also subject to GC §34090 Community & Econ.

Develop. / Planning CED-030 General Plan Advisory Committee MINUTES & BYLAWS Permanent Mag, Mfr,
OD, Ppr GC §34090(e)
Community & Econ.

Develop. / Planning CED-031
General Plan, Elements / Amendments / Master Plans,
Specific Plans, Land Use Plans / Amendments; General Plan Interpretations
2 years Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-032 Historical Designations / Historical Landmarks 2 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-033 Materials Boards When No
Longer Required
Mag, Mfr,
OD, Ppr Non-records
Community & Econ.

Develop. / Planning CED-034 Mobilehome Park Rental Review Board, Relocation Appeals Board AGENDAS & AGENDA PACKETS 2 years Mag, Mfr,
OD, Ppr Original Staff Reports are filed in the project file; GC §34090 Community & Econ.

Develop. / Planning CED-035 Mobilehome Park Rental Review Board, Relocation Appeals Board Recordings - Meetings / Audio Tapes
After appeal is
completed + 2
years
Mag State law only requires for 30 days §54953.5(b); also subject to GC §34090 PAGE CM-25 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Community & Econ.

Develop./Planning CED-036
Mobilehome Park Rental Review Board, Relocation Appeals Board

MINUTES & BYLAWS
After appeal is
completed + 2
years
Mag, Mfr,
OD, Ppr GC §34090(e)
Community & Econ.

Develop. / Planning CED-037 Planning Commission - AGENDAS / STAFF REPORTS 2 years Mag, Mfr, OD, Ppr GC §34090 et seq.

Community & Econ.

Develop. /
Planning
CED-038 Planning Commission - MINUTES Permanent Mag, Mfr, OD, Ppr GC §34090(e)
Community & Econ.

Develop. / Planning CED-039 Planning Commission - Recordings - of Meetings / Audio Tapes 90 days Mag Recordings of meetings are required for 90 days GC §34090.7 but also subject to GC §34090 Community & Econ.

Develop. / Planning CED-040 Temporary Use Permits issued by Planning (Approved / Unapproved)
Expiration + 2
years
Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-041 Zoning Clearance Forms / Zoning Verification Letters 2 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED- 042 Zoning Maps (Historically Significant) 2 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop. / Planning CED-043 Zoning Ordinance Amendments / Zone Changes 2 years Mag, Mfr, OD, Ppr GC §34090
PAGE CM-26 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Community
Services CS-001 Registration Database - Recreation Applications, Waivers, Registration (ActiveNet) 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Lead Dept.
(Responsible for
the Work)
CS-002
Work Orders / Service Requests CMMS DATABASE
(Computerized Maintenance Management System) / CRM

DATABASE /

ASSET MANAGEMENT DATABASE
5 years
Mag,
Mfr, OD,
Ppr
Data is interrelated; Databases where sewer records may be stored are required for 5 years; CCP §§338 et seq., 340 et seq., 342, GC §34090
Lead Dept.
(Responsible for
the Work)
CS-003
Work Orders / Service Requests - All Information Entered in CMMS Database / CRM DATABASE / ASSET MANAGEMENT

DATABASE
(Paper drafts)
When No Longer
Required
Mag,
Mfr, OD,
Ppr
Database is the original; GC §34090
Lead Dept.
(Responsible for
the Work)
CS-004
Work Orders / Service Requests - NOT entered in CMMS
Database / CRM DATABASE / ASSET MANAGEMENT
DATABASE (/ partial information entered into CMMS
Database)
(Division providing service retains originals; Division requesting service is considered a copy)
5 years
Mag,
Mfr, OD,
Ppr
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
Human Resources/
Risk Management CS-005 Accident ReportS/Incident Reports / Disruptive Patrons Send to Risk Management
Mag,
Mfr, OD,
Ppr
GC §34090.7
Community
Services CS-006
Applications / Participants' Registration / Liability Forms / Release of Liability Forms / Photo Releases / Waivers of Liability / Permissions: Camps, Field Trips, Authorization to give Medicine, etc.
2 years
Mag,
Mfr, OD,
Ppr
GC §34090
RECORDS RETENTION SCHEDULE: COMMUNITY SERVICES
(Human Services, Parks, Parks Maintenance, Recreation)
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

COMMUNITY SERVICES (Human Services, Parks, Parks Maintenance, Recreation) PAGE CM-27 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide StandardsCommunity Services CS-007 Contracts for Performances/Instructors 4 years Mag,
Mfr, OD,
Ppr
CCP §337
Community
Services CS-008 Evaluations / Surveys (Programmatic Evaluations of Art, Recreation / Theatre programs) 2 years
Mag,
Mfr, OD,
Ppr
GC §34090 et. seq.

Community
Services CS-009
Facility Use Requests / Field Rentals / Facility Use
Applications / Permits (Includes Insurance Certificates / ABC Permits where appropriate)
2 years
Mag,
Mfr, OD,
Ppr
GC §34090 et. seq.

Community
Services CS-010 Liability Waivers (if separate from another record) 2 years Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-011 Parks, Recreation and Cultural Arts Commission - AGENDAS / STAFF REPORTS 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-012 Parks, Recreation and Cultural Arts Commission - MINUTES Permanent Mag,
Mfr, OD,
Ppr
GC §34090(e)
Community
Services CS-013 Parks, Recreation and Cultural Arts Commission Recordings - Meetings/Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) Lead Dept.
(Responsible for
the Work)
CS-014 Playground Inspections, Sidewalk Maintenance (grinding / ramping), etc. 5 years
Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-015
Program Manager's Files: Activity / Special Programs / Event Files: After-School, Children's Programs, Gardening, Health Programs, Sports Programs, etc.

If the Content relates in a SUBSTANTIVE way to the conduct of the public's business
2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-016 Reports generated from Registration Database When No Longer Required
Mag,
Mfr, OD,
Ppr
Database is the original record; GC §34090
PAGE CM-28 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide StandardsCommunity Services CS-017 Rosters / Sign-in / Sign-Out Sheets for classes / programs 2 years Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-018 Schedules / Hours (classes / staff) When No Longer Required
Mag,
Mfr, OD,
Ppr
Content not substantive; GC §34090
Community
Services CS-019 Senior Citizens Advisory Commission - AGENDAS / STAFF REPORTS 2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-020 Senior Citizens Advisory Commission - MINUTES Permanent Mag,
Mfr, OD,
Ppr
GC §34090(e)
Community
Services CS-021 Senior Citizens Advisory Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) Community
Services CS-022 Swimming Pool - Chemicals, Maintenance 2 years Mag,
Mfr, OD,
Ppr
22 CCR 65523; GC §34090
Community
Services CS-023 Swimming Pool - Lifeguard Certifications 2 years Mag,
Mfr, OD,
Ppr
29 CFR 1602.31 & 1627.3(b)(ii), GC §§ 3105, 12946, 12960, 34090; 29 USC 1113 Community
Services CS-024 Tree DATABASE (Park Trees Only) 5 years Mag,
Mfr, OD,
Ppr
Data is interrelated; GC §34090
Community
Services CS-025 Tree Maintenance, Trimming, Arborists Reports (Park Trees Only) 5 years
Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-026 Veterans Affairs Commission AGENDAS / STAFF REPORTS 2 years Mag,
Mfr, OD,
Ppr
GC §34090
Community
Services CS-027 Veterans Affairs Commission MINUTES Permanent Mag,
Mfr, OD,
Ppr
GC §34090(e)
PAGE CM-29 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide StandardsCommunity Services CS-028 Veterans Affairs Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) Community
Services CS-029 Youth Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) Community
Services CS-030 Youth Commission AGENDAS / STAFF REPORTS 2 years Mag,
Mfr, OD,
Ppr
Department preference; GC §34090
Community
Services CS-031 Youth Commission MINUTES Permanent
Mag,
Mfr, OD,
Ppr
GC §34090(e)
PAGE CM-30 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Depart. FIN-001 Financial Services Database / ERP Database (Tyler Munis) Permanent Mag, Mfr, OD, Ppr
Covers E&O Statute of Limitations for Agreements and Contracts; Statute of Limitations: GC §60201 Employee compensation and reimbursements are required for 7 years; CCP §§336(a), 337 et. seq.; GC §60201
Finance /Admin.
& Treasurer FIN-002 Audit Reports / Annual Comprehensive Financial Report (ACFR) / related Audit Opinions Permanent Mag, Mfr, OD, Ppr GC §34090 et seq.

Finance /Admin.
& Treasurer FIN-003 Audit Work Papers
Drafts -
When No Longer
Required
Mag, Mfr, OD,
Ppr Preliminary drafts; GC §34090
Finance /Admin.
& Treasurer FIN-004 Audits - Single Audits / Transportation Audits / PERS Audit, FEMA / OES Audits, etc. 5 years Mag, Mfr, OD,
Ppr Meets municipal government auditing standards; GC §34090 Finance /Admin.
& Treasurer FIN-005
Bonds / Bond Sales / Official Statements / Transcripts / Certificates of Participations (COPs)/ General Obligation Bonds / Revenue Bonds / Assessment District Bonds /
CFD Bonds - Includes Continuing Disclosure Reports
See Bank Statements for statement retention.

Fully Defeased + 10
years
Mag, Mfr, OD,
Ppr
Statute of Limitations for bonds issued by local governments are 10 years; IRS bond auditing regulations state, "…material records should generally be kept for as long as the bonds are outstanding, plus 3 years after the final redemption date of the bonds; There are specific requirements for disposal of unused bonds; 337.5(a); 26 CFR 1.6001-1(e): 26 CFR § 1.148- 5(d)(6)(iii)(E); GC §43900 et seq.

Finance /Admin.
& Treasurer FIN-006 Investment Reports 5 years Mag, Mfr, OD, Ppr Meets auditing standards; GC §34090
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

RECORDS RETENTION SCHEDULE: FINANCE
(Admin./Treasurer, Budget, Business License, Acct., Payroll Purchasing)

FINANCE/ADMINISTRATION AND TREASURER
PAGE CM-31 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .Finance /Admin. & Treasurer FIN-007
Investments / Arbitrage / Bonds (Receipts / Advisor
Reports / Trade Tickets / LAIF (Local
Agency Investment Fund))
5 years Mag, Mfr, OD,
Ppr Meets auditing standards; FTC Reg's rely on "self-enforcement"; GC§§ 34090, 43900 Finance /Admin.
& Treasurer FIN-008 Measure C and Measure K Budget Oversight Committee AGENDAS & AGENDA PACKETS 2 years Mag, Mfr, OD,
Ppr GC §34090
Finance /Admin.
& Treasurer FIN-009 Measure C and Measure K Budget Oversight Committee - RECORDINGS of Meetings / Audio Tapes 90 days Mag State law only requires for 30 days; GC§54953.5(b) Finance /Admin.
& Treasurer FIN-010 Measure C and Measure K Budget Oversight Committee MINUTES & BYLAWS Permanent Mag, Mfr, OD,
Ppr GC §34090€; GC § 60201(d)(12)
Finance / Budget FIN-011 Budgets - Adopted / Final Permanent Mag, Mfr, OD, Ppr GC §34090 et seq.

Finance / Budget FIN-012 Budgets - Preliminary, Backup Documents Drafts -
When No Longer
Required
Mag, Mfr, OD,
Ppr Preliminary Drafts / Content Not Substantive; GC §34090 et seq.

Finance / Business
License FIN-013 Business License / Database (Tyler Munis / HdL Legacy) Permanent Mag, Mfr, OD, Ppr Data is interrelated; GC §34090, H&S §19850
Finance / Business
License FIN-014 Business License Applications 5 years Mag, Mfr, OD, Ppr Meets auditing standards; GC §34090 et seq.

Finance / Business
License FIN-015 Business License Renewals 5 years Mag, Mfr, OD, Ppr Meets auditing standards; GC §34090 et seq.

Finance / General
Accounting FIN-016 1099's, 1096's, DE542 (California Report of Independent Contractors) 5 years Mag Ppr
IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; IRS Reg §31.6001- 1(e)(2), R&T §19530, GC §34090; 29 USC 436

FINANCE/BUSINESS LICENSE

FINANCE/GENERAL ACCOUNTING
PAGE CM-32 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Finance / General
Accounting FIN-017
Accounts Payable / Invoices / Backup
(Includes Invoices, Travel Expense Reimbursements,
Warrant Request, Vouchers,
etc.)
5 years Mag, Mfr, OD,
Ppr Meets municipal government auditing standards; GC §34090 Finance / General
Accounting FIN-018
Accounts Receivable / Revenue / Our Invoices to Outside Entities: Insurance Companies, Franchise Fees, DUI
Billing, Tax Return / Application for Transient Occupancy Tax (TOT), Auctions of Surplus Property, Credit Card
Payment Receipts, Tenant Billing / Rent, etc.
5 years Mag, Ppr Meets municipal government auditing standards; GC §34090 Finance / General
Accounting FIN-019
Bank Statements / Trustee Statements, Fiscal Agent
Statements, Trustee Statements, Investment Account
Statements, Pars Statements, Bank Reconciliations, Wire Transfers
5 years Mag, Ppr GC §§34090, 26 CFR 31.6001-1
Finance /
General
Accounting
FIN-019.5 Bonds - Franchise Bonds / Franchise
Pipeline Bonds
Release of Bond/
Letter of Credit Mag Security; GC §34090
City Clerk FIN-020 Checks / Warrant Register Report (issued) Copies -
When No Longer
Required
Mag, Mfr, OD,
Ppr Included in City Council Agenda Packet; Financial software can re- create reports; GC §34090.7 Finance / General
Accounting FIN-021 Checks / Warrants (Cashed / Returned / NSF) 5 years Mag, Mfr, OD, Ppr Meets auditing standards; GC §34090
Finance / General
Accounting FIN-022 Daily Cash Summaries, Bank Deposits, Bank Transmittal Advice, Cashier's Reports 5 years Mag, Mfr, OD,
Ppr GC §§34090, 26 CFR 31.6001-1
Finance / General
Accounting FIN-023 Escheat (Unclaimed money / uncashed checks) 5 years Mag, Mfr, OD, Ppr
Tangible property held by government agencies escheats after 3 years; Statute of Limitations is 1 year for seized property; CCP §§340(d), 1519; GC §34090 Finance / General
Accounting FIN-024 Fixed Assets - Annual Listing (Source Documents) 5 years Mag, Mfr, OD, Ppr Meets auditing standards; GC §34090
PAGE CM-33 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .Finance / General Accounting FIN-025 Journal Entries / Journal Vouchers / Budget Adjustments 5 years Mag, Mfr, OD, Ppr
Matches Accounts Payable; meets municipal government auditing standards; Statute of Limitations is 4 years; GC §34090, CCP § 337
Finance / General
Accounting FIN-026
Reports, Financial Reports created by Tyler Munis
General Ledgers Subsidiary Ledgers, Reconciliations,
Registers, Transaction
Histories, Balance Sheets, etc.

When No Longer
Required
Mag, Mfr, OD,
Ppr Financial system can re-create reports accurately; GC §34090 Finance / General
Accounting FIN-027
Reports: Annual State / Federal: State Controller's
Report, Local Government Compensation Report, Gas
Tax, MOE (Maintenance of Effort) Report, Fixed Charge
Special Assessment Report, Public Self Insurer Report
(SIP Report), Street Report, etc.
5 years Mag, Mfr, OD,
Ppr Meets auditing standards; GC §34090
Finance / General
Accounting FIN-028 W-9s Vendor
Inactive + 5 years
Mag, Mfr, OD,
Ppr Meets IRS auditing standards; GC §34090
Lead Depart. FIN-029 Financial Services Database / ERP Database (Tyler Munis) Indefinite - Minimum 11 years
Mag, Mfr, OD,
Ppr
Covers E&O Statute of Limitations for Agreements and Contracts; Statute of Limitations: GC §60201 Employee compensation and reimbursements are required for 7 years; CCP §§336(a), 337 et. seq.; GC §60201
Finance / Payroll FIN-031
CalPERS Reports, PARS Reports, Annual Valuation
Reports, Actuarial Valuation Reports, Annual Employer
Statements
5 years Mag, Mfr, OD,
Ppr
Most recent records are stored on CalPERS website; Retained to match other auditing periods; GC §34090
Finance / Payroll FIN-032 Checks / Warrant Register Report - Payroll Only 5 years Mag, Mfr, OD, Ppr GC §34090
Finance / Payroll FIN-033 Checks / Warrants - Cancelled - Payroll Only 5 years Mag, Mfr, OD, Ppr GC §34090, 26 CFR 31.6001-1
Finance / Payroll FIN-034
DE-6, DE-7, DE-9 DE-43, W-3, / DE-166, 941
Forms, IRS 5500 Forms (Employee Benefit Plans), PERS / FICA / Medicare Adjustments - Quarterly Payroll Tax
Returns / OASDI, Federal Tax Deposits, Adjustments, etc. 5 years Mag, Mfr, OD,
Ppr
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
PAGE CM-34 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Finance / Payroll FIN-035 Employee Payroll File (may include W-4s) Separation + 4 years
Mag, Mfr, OD,
Ppr
IRS: 4 yrs after tax is due or paid; Ca. FTB: 3 years; W- 4s four years after the due date of such tax for the return period to which the records relate, or the date such tax is paid, whichever is the later. 26 CFR 31.6001-1(e)(2), R&T §19530; 29 CFR
516.5 - 516.6, 29 USC 436, GC §34090
Finance /
Payroll FIN-036 Garnishments, Child Support, Court Orders regarding Employee Wages
Completion
+ 5 years
Mag, Mfr,
OD, Ppr GC §34090
Finance / Payroll FIN-037 Payroll Reports (includes Leave Registers, time Transaction Reports, etc.) 5 years Mag, Mfr, OD,
Ppr Meets municipal government auditing standards; GC §34090 Finance / Payroll FIN-038 PERS Statements 5 years Mag, Mfr, OD, Ppr GC §34090
Finance / Payroll FIN-039 Time Sheets / Time Cards / Overtime Sheets / Overtime Cards / Time Keeping Database 5 years Mag, Mfr, OD,
Ppr
Meets auditing standards (audit + 4 years); IRS requires 4 years; Ca. requires 2 yr min.; FTB keeps 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530; LC § 1174(d); 29 CFR 516.5; GC §34090; 8 CCR 11040.7(c); 29 CFR 516.5 & 516.6©
Finance / Payroll FIN-040 W-2's 5 years Mag, Mfr, OD,
Ppr
Department preference; IRS: 4 yrs after tax is due or paid; Ca. FTB: 3 years; IRS Reg §31.6001- 1(e)(2), R&T §19530; 29CFR 516.5 - 516.6, 29USC
436, GC §34090
Finance / Payroll FIN-041 W-4's No Longer in Effect
+ 4 years
Mag, Mfr, OD,
Ppr
IRS Regulation 31-6001-1 four years after the due date of such tax for the return period to which the records relate, or the date such tax is paid, whichever is the later. GC §34090; 26 CFR 31.6001- 1 Lead Depart. FIN-042 Financial Services Database / ERP Database (Tyler Munis) Permanent Mag, Mfr, OD, Ppr
Covers E&O Statute of Limitations for Agreements and Contracts; Statute of Limitations: GC §60201 Employee compensation and reimbursements are required for 7 years; CCP §§336(a), 337 et. seq.; GC §60201
Finance /
Purchasing FIN-043 Purchasing Database (Planet Bids / OpenGov) Minimum 11 years Mag, Mfr, OD, Ppr
Covers E&O Statute of Limitations for Agreements and Contracts; Statute of Limitations: GC §60201 CCP §§336(a), 337 et. seq.; GC § 60201
Finance /
Purchasing FIN-044 Auction / Disposal / Donation / Surplus 4 years Mag, Mfr, OD, Ppr

FINANCE/PURCHASING
PAGE CM-35 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

Finance FIN -045 Successful Bids
Until complete + 7
years (independent
contractor or Until
complete + 10
years (construction
contracts)
CCP §337.15; GC §60201(d)(12)
Finance /
Purchasing FIN-046 Purchase Orders / Requisitions 4 years Mag, Mfr, OD, Ppr Statute of Limitations is 4 years; CCP §§337.1(a), 337.15 (10 years if real property), 343 Finance /
Purchasing FIN-047 RFP - Request for Proposal / RFQ - Request for Quotation Completion + 10 years
Mag, Mfr, OD,
Ppr
Covers E&O Statute of Limitations; Statute of Limitations: Contracts is 4 years, Developers is completion + 10 years; CCP §337 et. seq., GC §34090
Finance /
Purchasing FIN-048
Unsuccessful Bids, Responses, Proposals to RFPs
(Request for Proposals) / RFQs (Request for
Qualifications) that are not in Planet Bids / OpenGov
2 years Mag, Mfr, OD,
Ppr
Finance / Purchasing retains the originals of Formal procurements; Includes unopened bids; GC §34090, GC §60201(d)(11)
City Clerk FIN-049 Vehicle Titles (Pink Slips) Sale or
Disposal Ppr Given to Auction House / New Owner; GC §34090 PAGE CM-36 of 57
Office of
Record
(OFR)
Retention
No. Records Description Total
Retention Media Options Comments / Reference
Housing HS-001 Deferred Maintenance Loans (includes Liens and Releases) Permanent Mag, Mfr, OD, Ppr Liens must be maintained permanently; GC §34090 Housing HS-002 Fair Housing - Landlord / Tenant Mediation - Contracted to Housing Rights Center (HRC) 5 years Mag, Mfr, OD, Ppr Department preference; GC §34090 et seq.

Housing to Code
Enforcement HS-003 Foreclosure Notices / Neighborhood Pride Program (NPP): 2 years Mag, Mfr, OD, Ppr Code Enforcement monitors property to ensure proper maintenance; GC §34090 Housing HS-004
Housing Programs: Affordable Housing Projects, Lead-
Based Paint, Rehabilitation, CDBG-funded Housing
Projects, etc.

WITHOUT a Recapture / Resale Restriction
Includes Deeds and Trust Deeds (In the past, deeds were sent to the City Clerk)
Loan Pay- off OR
Forgiveness
+ 5 years
Mag, Mfr, OD, Ppr
HUD requires 5 years after the agreement terminates; Consistent with Consolidated Plan Requirements; Required for 3-4 years from expenditure or performance report; 24 CFR 85.42, 92.508(a)&(c) & 570.502(a)(16), 982.158, 884.214; 29 CFR 97.42, GC §34090
Housing HS-005
Housing Programs: Affordable Housing Projects,
Rehabilitation, CDBG-funded Housing Projects
Examples: &HOME, Housing Rehabilitation, Lead-Based
Paint, etc.

WITH a Recapture / Resale Restriction
Includes Deeds and Trust Deeds (In the past, deeds were sent to the City Clerk)
5 years after the
Affordability
Period
Terminates, or
the Written
Agreement
Terminates,
Whichever is
Longer
Mag, Mfr, OD, Ppr
HUD requires 5 years after the project completion; documents imposing recapture / resale restrictions are 5 years after the affordability period terminates; Uniform Admin. Requirements for Grants to Local Governments is 3 years from expenditure report; 2 CFR 200.334; 24 CFR 92.508(a)(c)(2); 29 CFR 97.42, GC §34090 Housing HS-006
Loan Applications Denied, Cancelled or
Withdrawn (First Time Home Buyers, Life/Safety,
Rehabilitation, HOME, etc.)
2 years Mag, Mfr, OD, Ppr GC §34090
RECORDS RETENTION SCHEDULE: HOUSING

HOUSING
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

PAGE CM-37 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

Human Resources HR-001 Human Resources Database / ERP Database (Tyler Munis) Indefinite - Minimum 50 years
Mag,
Mfr, OD,
Ppr
Data Fields / Records are interrelated; Contains original Personnel Action Entries; 26 CFR 31-6001- 1; 29 CFR 1602.31 &
1627.3(b)(1), GC §§ 3105, 12946, 12960,
34090; 53237.2(b), LC 1198.5
Human Resources HR-002 1095-C, 1094-C (Employer-Provided Health Insurance Offer / Coverage) / Transmittal Form) 5 years
Mag,
Mfr, OD,
Ppr
Department preference; Instructions state "Generally, keep copies of information returns you filed with the IRS or have the ability to reconstruct the data for at least 3 years, from the due date of the returns"; GC §34090
Human Resources HR-003 Benefit Plan Documents (CalPERS, Dental, Vision, etc.) Duration of the Contract + 6 years
Mag,
Mfr, OD,
Ppr
EEOC / ADEA (Age) requires 1 year after benefit plan termination; Federal law requires 6 years after filing date for retirement; State Law requires 4 years after personnel actions; 29 CFR 1627.3(b)(2); 29 USC 1027; 28 CCR
1300.85.1; GC §34090
Human Resources HR-004
California Civil Rights Department (CRD) / Department of Fair Employment / Housing (DFEH / EEOC) Claims / Harassment
Claims
Separation + 6
years
Mag,
Mfr, OD,
Ppr
Department preference to match retention for personnel files; 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
Human Resources HR-005 Classification / Reorganization Studies (for employee classifications / department structures) Minimum 3 years Mag,
Mfr, OD,
Ppr
Department preference; Bureau of National Affairs recommends 2 years for all supplementary Personnel records; Wage rate tables are 1 or 2 years; State requires 2 years; 29 CFR 516.6, 29 CFR 1602.14, GC §§12946, 12960, 34090
Human Resources HR-006 Compensation Surveys / Studies Minimum 3 years Mag,
Mfr, OD,
Ppr
Department preference; Bureau of National Affairs recommends 2 years for all supplementary Personnel records; Wage rate tables are 1 or 2 years; State requires 2 years; 29 CFR 516.6(2), 29 CFR 1602.14, GC §§12946, 12960,
34090
RECORDS RETENTION SCHEDULE: HUMAN RESOURCES
(Risk Management)

HUMAN RESOURCES
PAGE CM-38 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Human Resources HR-007 Contracts for Investigators (Employees Only) Completion + 5 years
Mag,
Mfr, OD,
Ppr
Department preference; Statute of Limitations for contractual obligations is 4 years; CCP §§337. 337.1(a), 337.15, 343; GC §34090
Human Resources HR-008 DE-34 (California EDD Report of New Employees) 5 years Mag,
Mfr, OD,
Ppr
Instructions state "Generally, keep copies of information returns you filed with the IRS or have the ability to reconstruct the data for at least 3 years, from the due date of the returns"; GC §34090
Human
Resources HR-009 Deferred Compensation (City Statements) 5 years Mag,
Mfr,
OD, Ppr
Produced by Deferred Comp. Provider;
GC §304090, 26 CFR 31.6001.1
Human Resources HR-010 DMV Pull Notices
When Superseded
or
Upon Separation
Mag,
Mfr, OD,
Ppr
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
Human Resources HR-011 EDD Claims / Forms (Employment Development Department) / Unemployment Claims Close + 5 years
Mag,
Mfr, OD,
Ppr
Meets municipal government auditing standards; GC
§34090
Human Resources HR-012 Employee Investigations Separation + 6 years
Mag,
Mfr, OD,
Ppr
State Law requires 4 years; statute of limitations for EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; 29 CFR 1602.31 & 1627.3(b)(1), GC §§12946, 12960, 34090
Human Resources HR-013 Ethics Training Certificates for Employees 5 years Mag,
Mfr, OD,
Ppr
GC §§ 3105, 12946, 12960, 34090, 53235.2(b)
Human Resources HR-014 Grievances Separation + 6
years
Mag,
Mfr, OD,
Ppr
State Law requires 4 years; statute of limitations for EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; 29 CFR 1602.31 & 1627.3(b)(1), GC §§12946, 12960, 34090
Human Resources HR-015 Human Resources Policies, Procedures, Handbooks, Manuals Minimum 4 years Mag,
Mfr, OD,
Ppr
Department preference (may be used in employment actions, which are required to be retained for 4 years; GC §34090
Human Resources HR-016 I-9s Separation + 3
years
Mag,
Mfr, OD,
Ppr
Required for 1 year from termination or 3 years from hiring, whichever is later; EEOC / FLSA / ADEA (Age) requires 3 years for "any other forms of employment inquiry"; State Law requires 2 -3 years; 8 CFR 274a.2; 29 CFR 1627.3(b)(1); GC
§§12946, 12960, 34090
PAGE CM-39 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Admin. / Board
Secretary HR-017 Job Descriptions / Job Classification / Job Specifications Minimum
Superseded + 4
years
Mag,
Mfr, OD,
Ppr
State Law requires 4 years from any Personnel Action; 29 CFR 1602.31 & 1627.3(b)(1), GC §§12946, 12960, 34090
Human Resources HR-018 Labor Relations / Negotiation Notes 10 years Mag,
Mfr, OD,
Ppr
GC §34090 et seq.

Human Resources HR-019 Litigation - Employee Related
(Final Settlement, Records with Significant Historical Value) Permanent Mag,
Mfr, OD,
Ppr
GC §34090 et seq.

Human Resources HR-020
Personnel Files - Employee Background File
Background Files which include LiveScan Responses / CORIs (Criminal Offender Record Information)
Separation + 6
years
Mag,
Mfr, OD,
Ppr
Consistent with Personnel Files; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; State Law requires 4 years; W-4s are required four years after the due date of such tax for the return period to which the records relate, or the date such tax is paid, whichever is the later. 26 CFR 31-6001-1; 29 CFR 1602.31 & 1627.3(b)(1), GC §§ 3105, 12946, 12960, 34090; 53237.2(b), LC 1198.5
Human Resources HR-021
Personnel Files - Employee File (Official Personnel File) Includes Application, Benefit Enrollments, Discipline,
Evaluations, Policy Acknowledgements,, Oaths of Office - employees only, PAF / Personnel Action Forms, Training
Certificates, etc.)
Separation + 6
years
Mag,
Mfr, OD,
Ppr
Statute of limitations for retirement benefits is 6 years from last action; State Law requires 4 years; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; W-4s are required four years after the due date of such tax for the return period to which the records relate, or the date such tax is paid, whichever is the later. 26 CFR 31- 6001-1; 29 CFR 1602.31 & 1627.3(b)(1), GC §§ 3105, 12946, 12960, 34090; 53237.2(b), LC 1198.5 Human Resources HR-022
Personnel Files - Medical File / FMLA / Long Term / Short Term Disability Claims Medical Records, Pre-Employment
Medical Clearance; ADA Accommodations, Fit for Duty,
Respiratory Fit Tests, etc.

Separation + 30
years; OR
Termination of
Benefits + 5 years
(whichever is
longer)
Mag,
Mfr, OD,
Ppr
Medical Files for all employees are required to be maintained at least the duration of employment plus thirty (30) years; Files maintained separately; Claims can be made for 30 years for toxic substance exposure; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i), GC §§12946, 12960, 34090
Human Resources HR-023 Recruitment / NeoGov Database 5 years Mag,
Mfr, OD,
Ppr
State Law requires 4 years for employment actions; EEOC / FLSA / ADEA (Age) requires 1-3 years; 29 CFR 1627.3(b)(1), 29 CFR 1602.14 et seq.2 CCR 11013(c); GC §§12946, 12960, 34090 PAGE CM-40 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Human Resources HR-024
Recruitment / Testing File Includes Advertisements,
Applications for Unsuccessful Candidates, Backgrounds for unsuccessful candidates, Interview Notes, Job Brochures, Test Data, Testing Analysis / statistical Metric, Job Analysis, Rating Sheets, Scantrons, Background Checks, etc.

Expiration of
Eligibility List
+ 4 years
Mag,
Mfr, OD,
Ppr
State Law requires 4 years for employment actions; EEOC / FLSA / ADEA (Age) requires 1-3 years; 29 CFR 1627.3(b)(1), 29 CFR 1602.14 et seq.2 CCR 11013(c); GC §§12946, 12960, 34090 Human Resources HR-025
Verification of Employment from outside companies /
Employment Verifications from outside companies (for
employee car purchases, etc.) Minimum 3 years
Mag,
Mfr, OD,
Ppr
Content Not Substantive; does not pertain to the conduct of City business; City of San Jose vs.

Superior Court, 5 Cal. 5th 608 (2017); GC §34090
Human Resources
/ Risk
Management
HR-026 Accident/Incident Reports (Accidents/Incidents) - MEMBERS OF THE PUBLIC Employees are Workers Compensation Claims 2 years Mag,
Mfr, OD,
Ppr
GC §34090
Human Resources
/ Risk
Management
HR-027 OSHA Citations / Inspections 5 years
Mag,
Mfr, OD,
Ppr
OSHA requires 5 years; State law requires 2 years; 8 CCR §3203(b)(1), OMB 1220-0029; GC §34090; LC §6429c
Human Resources
/ Risk
Management
HR-028 Safety Committee / Safety Steering Committee 5 years Mag,
Mfr, OD,
Ppr
GC §34090 et seq.

Human Resources
/ Risk
Management
HR-029 Safety Investigations 5 years
Mag,
Mfr, OD,
Ppr
OSHA requires 5 years; State law requires 2 years; 8 CCR §3203(b)(1), 29 CFR 1904.33, OMB 1220- 0029, 8 CCR 14300.33; GC §34090 et seq.; LC §6429c

HUMAN RESOURCES/RISK MANAGEMENT
PAGE CM-41 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Human Resources
/ Risk
Management
HR-030
Safety Training EMPLOYEE RECORDS (If Records are Created - filed by Employee Name)
Required Information by Employee for all Employee Training for Separation + 5 years:

Employee Name Training Provider’s Name Date
Duration (length)
Core Competencies / Skills Certifications / Qualification Documents
Separation + 5
years Mag LC §§1198.5, 6401.9(f), 6429(c); 8 CCR §3203 et seq., 29 CFR 1627.3(b)(ii), GC §§12946, 12960, 34090, 53235.2(b), 53237.2(b); 53238.3(b)
Human Resources
/ Risk
Management
HR-031
Subrogation Claims/ Property Damage Claims / Restitution / Recovery of Damages to City Property / City's Invoices to Insurance Companies
Final Resolution +
2 years
Mag,
Mfr, OD,
Ppr
GC §34090
Human Resources
/ Risk
Management
HR-032 Workers Compensation Claims (Includes all Accident, Incident, / Injury Reports from Employees)
Separation + 30
years; OR
Termination of
Benefits + 5 years
(whichever is
longer)
Mag,
Mfr, OD,
Ppr
Files maintained separately; Claims can be made for 30 years for toxic substance exposure; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i), GC §§12946, 12960, 34090
Human Resources
/ Risk
Management
HR-033 Workplace Violence – Hazard identification, evaluation, correction, incident logs, investigations, Training, etc. 5 years Mag,
Mfr, OD,
Ppr
LC §6401.9(f), GC §34090
PAGE CM-42 of 57
Office of
Record
(OFR)
Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

Information
Technology &
Security
ITS-001 Backups / Computer Disaster Recovery Backups When No Longer Required Mag. Used for Disaster Recovery Purposes Only; Considered a copy and can be destroyed when no longer required; GC §34090 et seq.

Information
Technology &
Security
ITS-002 Enterprise System Catalogue (Listing of Enterprise-wide Software, posted on line - SB 272)
When
Superseded Mag. GC §34090 et seq.

Information
Technology &
Security
ITS-003 Network Configuration Maps / Plans When No Longer Required Mag. Preliminary documents not retained in the ordinary course of business; GC §34090 et seq.

Information
Technology &
Security
ITS-004 Recordings - Video Recordings - Public Areas / Public Activity (Does not record regular/ongoing operations)
When No Longer
Required Mag Does not record regular and ongoing operations; GC §34090.6 et seq, Information
Technology &
Security
ITS-005 Recordings - Video Recordings - Regular /RoutineBuilding Security 100 days Mag Records regular and ongoing operations or Building Security; GC §34090.6 et seq, Information
Technology &
Security
ITS-006
UNALTERABLE MEDIA / IMMUTABLE MEDIA (Cloud
Immutable Backup) / (WORM / DVD-r / CD-r / Blue Ray-R / Optical Disk) / 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, 12168.7, EVC 1550, 2 CCR 22620 et seq.

INFORMATION TECHNOLOGY and SECURITY
RECORDS RETENTION SCHEDULE: INFORMATION TECHNOLOGY and SECURITY PAGE CM-43 of 57
Office of
Record
(OFR)
Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

Innovation &
Sustainability I&S-001
Climate Action Plan Implementation, Greenhouse Gas
Reduction, Meetings, Meeting Agendas, Stakeholder meeting minutes, etc. Any construction projects are retained by Public Works / Engineering
2 years Mag, Mfr,
OD, Ppr Department preference; GC §34090
Innovation &
Sustainability I&S-002 Energy Rebate Programs: Applications, Inspections Reimbursement Approvals, etc. 5 years Mag, Mfr,
OD, Ppr Department preference; meets municipal government auditing standards; GC §34090 Innovation &
Sustainability I&S-003 Environmental Commission AGENDAS / STAFF REPORTS 2 years Mag, Mfr, OD, Ppr Department preference; GC §34090
Innovation &
Sustainability I&S-004 Environmental Commission MINUTES Permanent Mag, Mfr, OD, Ppr GC §34090(e)
Innovation &
Sustainability I&S-005 Environmental Commission Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) Innovation &
Sustainability I&S-006 EV Station Management: Any construction projects are retained by Public Works / Engineering 10 years
Mag, Mfr,
OD,
Ppr
GC §34090
RECORDS RETENTION SCHEDULE: INNOVATION and SUSTAINABILITY INNOVATION and SUSTAINABILITY
PAGE CM-44 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Library LIB-001 Library Systems: LIMS Database 2 years Mag, Mfr, OD, Ppr Data is interrelated; GC §34090
Library LIB-002 Board of Library Trustees AGENDAS, AGENDA PACKETS 2 years Mag, Mfr, OD, Ppr Department preference; GC §34090
Library LIB-003 Board of Library Trustees Recordings - AUDIO RECORDINGS of Meetings / Audio Tapes 2 years Mag Department preference; Audio Required for 30 days; GC §54953.5(b) Library LIB-004 Board of Library Trustees MINUTES, BYLAWS 2 years Mag, Mfr, OD, Ppr GC §34090(e)
Library LIB-005 California State Reports for Libraries 2 years Mag, Mfr, OD, Ppr GC §34090
Library LIB-006 Complaints / Compliments 2 years Mag, Mfr, OD, Ppr GC §34090
Library LIB-007 Facility Rental / Use Applications / Permits 2 years Mag, Mfr, OD, Ppr GC §34090
Library LIB-008 Flyers for Library Programs After event has completed
Mag, Mfr,
OD, Ppr Preliminary Drafts / Content Not Substantive; GC §34090 Library LIB-009
Grants: LSCA (Library Services / Construction), LSTA (Library Services / Technology), SLRC (State Literacy Resource
Centers), CLLS (California Library Literacy Services); CLSA (California Library Services Act) / PLF (Public Library Foundation), WIOA (Workforce Innovation / Opportunity Act Title II: Adult Education / Literacy).

Final
Expenditure
+ 5 years
Mag, Mfr,
OD, Ppr
Per California State Library Records Management Program Requirements (April 27, 1998); GC §34090
RECORDS RETENTION SCHEDULE: LIBRARY
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

COMMUNITY and ECONOMIC DEVELOPMENT / BUILDING & SAFETY (Contracted with Transtech Engineers since 7/2023, LA County prior) PAGE LIB-45 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Library LIB-010 Library Card Applications When No
Longer Required
Mag, Mfr,
OD, Ppr Department preference (the database is the original record); GC §34090 Library LIB-011 Passport Transmittals 2 years Mag, Mfr, OD, Ppr US Passport requirement to destroy forms monthly; GC §34090 Library LIB-012 Photo Releases 2 years Mag, Mfr,
OD, Ppr GC §34090
Library LIB-013 Program Registrations (with Waivers) 2 years Mag, Mfr, OD, Ppr GC §34090
Library LIB-014 Receipt Books / Receipt Deposits Not sent to Finance 2 years Mag, Mfr, OD, Ppr GC §34090
Library LIB-015 Reports, Notices for Fines, Overdue Books (Created by Database)
When No
Longer Required
Mag, Mfr,
OD, Ppr GC §34090
Library LIB-016 Volunteers / Waivers (Under 18 years old) Inactive /
Separation + 3
years
Mag, Mfr,
OD, Ppr
Ask City Attorney when volunteers are treated as employees; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; 29 CFR 1602.31 & 1627.3(b)(1)(i)&(ii), GC
§§12946, 34090
PAGE LIB-46 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards .

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

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

Public Safety &
Emergency
Management
PS&EM-001 CHP 180 Forms (Vehicle Tows) 2 years Mag, Mfr, OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-002 Citations - ALL Types: Administrative Citations, Parking Citations (includes any appeals) 2 years Mag, Mfr,
OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-003 Crossing Guard Management Minimum 2
years
Mag, Mfr,
OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-004
Emergency Operations - Community Emergency Response
Team (CERT) Applications, Disaster Service Worker Oaths, Registration authorizations, Background / LiveScan record, Equipment Distribution Form, etc.)
Inactive /
Separation
+ 5 years
Mag, Mfr,
OD, Ppr
Courts may treat volunteers as employees in some actions; 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
Public Safety &
Emergency
Management
PS&EM-005 Emergency Operations - Drills / EOC Drills 5 years Mag, Mfr, OD, Ppr Department preference; GC §34090
Public Safety
& Emergency
Management
PS&EM-006 Emergency Operations -EOC Activations 10 years Mag, Mfr, OD, Ppr Department preference for FEMA or OES Reimbursements; GC §34090 Public Safety &
Emergency
Management
PS&EM-007 Emergency Preparedness Plans When
Superseded
Mag, Mfr,
OD, Ppr GC §34090
RECORDS RETENTION SCHEDULE: PUBLIC SAFETY and EMERGENCY MANAGEMENT (Animal, Code Enforcement)
PUBLIC SAFETY and EMERGENCY MANAGEMENT
PAGE PS and EM-47 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Public Safety
& Emergency
Management
PS&EM-008 Homeless / Unhoused Services (Intake Forms, Referrals, Trackers) 2 years Mag, Mfr,
OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-009
Homeless Transportation Services: Metro Bus Pass Program, On Call Transportation,
Uber / Lyft
2 years Mag, Mfr,
OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-010 Parking Permits & Applications - Oversized Vehicles Expiration + 2 years
Mag, Mfr,
OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-011 Public Education Events & Presentations 2 years Mag, Mfr, OD, Ppr GC §34090
Public Safety &
Emergency
Management
PS&EM-012 Public Safety Commission - AGENDAS / STAFF REPORTS P Mag, Mfr, OD, Ppr Department preference; GC §34090 et seq.

Public Safety &
Emergency
Management
PS&EM-013 Public Safety Commission - MINUTES 2 years Mag, Mfr, OD, Ppr GC §34090(e)
Public Safety &
Emergency
Management
PS&EM-014 Public Safety Commission - Recordings - AUDIO RECORDINGS of Meetings / Audio Tapes 2 years Mag Department preference; Audio Required for 30 days; GC §54953.5(b); video recordings of meetings are required for 90 days; GC §34090.7 Public Safety &
Emergency
Management
PS&EM-015 Situation Reports Minimum 5
years
Mag, Mfr,
OD, Ppr Department preference; GC §34090
Public Safety &
Emergency
Management /
Animal Control
PS&EM-017
Animal Address Files: Barking, Bite Reports, Complaints, Cruelty Investigations / Administrative Hearing Officer Findings, Dangerous Dog Reports, Impound Notices,
Investigations, Barking Dogs, Loose Dogs, etc.

Minimum 3
years
Mag, Mfr,
OD, Ppr
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 PUBLIC SAFETY and EMERGENCY MANAGEMENT/ANIMAL CONTROL (Shared with County) PAGE PS and EM-48 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Public Safety &
Emergency
Management /
Animal Control
PS&EM-018 Notices to Comply, Warning Letters / Notices / Citation Books (Off leash, etc.)
Minimum 3
years
Mag, Mfr,
OD, Ppr
Department preference to be consistent with animal treatment records; GC §34090 et seq.

Public Safety &
Emergency
Management /
Animal Control
PS&EM-019 Record of All Efforts to Contact Owner / Microchip’s Primary Registrant 2 years Mag, Mfr,
OD, Ppr
Department preference to be consistent with animal treatment records; FA §§31108.3 and 31752.1; GC §34090
Public Safety &
Emergency
Management /
Animal Control
PS&EM-020 Service Requests / Transportation to County facilities 3 years Mag, Mfr, OD, Ppr
Department preference to be consistent with animal treatment records; GC §34090 et seq.

Lead Dept. PS&EM-021 Code Enforcement Database Permanent Mag, Mfr, OD, Ppr
Data is interrelated and contains Building Permits and other Permanent Records; GC §34090, H&S §19850
Public Safety &
Emergency
Management /
Code Enforcement
PS&EM-022
Code Enforcement / Abatement Case Files (Includes Citations, Notice of Violations, Photos, / Code Enforcement Complaint Letters)
10 years Mag, Mfr,
OD, Ppr GC §34090
Public Safety &
Emergency
Management /
Code Enforcement
PS&EM-023 Foreclosure Notices / Neighborhood Pride Program (NPP): 2 years Mag, Mfr, OD, Ppr Code Enforcement monitors property to ensure proper maintenance; GC §34090 Public Safety &
Emergency
Management /
Code Enforcement
PS&EM-024 Hearing Officer Determinations / Appeals of Code Enforcement Actions - Includes Audio Recordings
Minimum 2
years
Mag, Mfr,
OD, Ppr GC §34090

PUBLIC SAFETY & EMERGENCY MANAGEMENT/CODE ENFORCEMENT
PAGE PS and EM-49 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
Lead Dept. PW-001
Permit Database (Tyler EPL - Enterprise Permitting &
Licensing) - Temporary Encroachments, Parking Permits,
Temporary Transportation Permits, etc.

Permanent Mag, Mfr,
OD, Ppr
Building Permits are required to be retained Permanently, or Life of the Structure; GC §34090, H&S §19850
Public Works /
Engineering PW-002 Benchmarks 2 years Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-003
Capital Improvement Projects (CIP): MAINTENANCE-ONLY
PROJECTS - No Change in Infrastructure
All Final Records (Plans, RFP / Specifications / Addenda, Successful Proposal, Change Orders, Notice of Completion, Photos, etc.)
Completion + 5
years or After
Funding Agency
Audit, if
required,
whichever is
longer
Mag, Mfr,
OD, Ppr
Meets municipal government auditing standards; Statute of Limitations for Errors & Omissions not applicable; Some grant funding agencies require audits; Statute of Limitations: Contracts is 4 years, CCP §337 et. seq., GC §34090 Public Works /
Engineering PW-004
Capital Improvement Projects (CIP): Administration File / Construction Management Project Administration, Certified Payrolls, Certificate of Compliance, Construction Manager's Logs, Correspondence, Costs, Estimates, Daily Inspections, Insurance Certificates, Permits for Construction, Preliminary Notices, Project Schedules, Public Relations, Meeting
Agendas / Minutes, Monthly Reports, Notices, Real Estate Appraisals, RFIs / RFQs , Safety. SWPPP / WPCP, etc.

Completion + 10
years or After
Funding Agency
Audit, if
required,
whichever is
longer
Mag, Mfr,
OD, Ppr
Some grant funding agencies require audits; Statute of Limitations for Errors & Omissions is 10 years; Statute of Limitations: Contracts & Spec's=4 years, Wrongful Death=comp. + 5 years, Developers=comp. + 10 years; CCP §337 et. seq., GC §34090
RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Maintenance, Environmental Services, Right-of-Way, Stormwater Maintenance, Fleet, Solid Waste) If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

PUBLIC WORKS/ENGINEERING (Includes Land Development & Transportation) PAGE PW-50 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Public Works /
Engineering PW-005
Capital Improvement Projects (CIP): Permanent File
Plans, RFP / Specifications / Addenda, Successful Proposal, Change Orders, EIRs, Negative Declarations, Categorical Exemptions, Materials Testing Reports, Grading Permits, Hazardous Materials, Notice of Completion, Photos, Shop Drawings, Record Drawings Soils Reports, Studies, Submittals, Surveys, etc.

Permanent Mag, Mfr,
OD, Ppr
Retained for disaster preparedness purposes; Final environmental determinations are required to be kept a "reasonable period of time"; 14 CCR §15095(c); CCP §337 et. seq., GC §34090
Public Works /
Engineering PW-006
Capital Improvement Projects (CIP):

Design / Construction Standards - Authored
by the City for Construction of City Infrastructure (CIP / Land Development)
Permanent Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-007
Capital Improvement Projects (CIP): Environmental
Determinations:

CEQA Correspondence / internal staff notes that provide insight into the project / the agency’s CEQA compliance with respect to the project Environmental Impact Reports (EIRs), Negative Declarations, etc.) / CEQA
Project Approval
or Denial
+ 2 years
Mag, Mfr,
OD, Ppr
Not all internal communications and notes are required to be saved; "E-mails that do not provide insight into the project or the agency’s CEQA compliance with respect to the project — are not within the scope of section 21167.6, subdivision (e) and need not be retained." Golden Door Properties, LLC v.

Superior Court of San Diego County (2020) 53 Cal.App.5th 733; PRC 21167,6; GC §34090
Public Works /
Engineering PW-008 Drawings, Maps Record Drawings, Large-Format Drawings, Survey Record Maps, Capital Improvement Project "As-Built" Permanent Mag, Mfr, OD, Ppr Drafts should be destroyed; GC §34090
Public Works /
Engineering PW-009
Encroachment Permits: Temporary Permits (Excavation,
Street Permits, Temporary Construction, Sidewalk Repairs, Special Event Permits, Street Cuts, Tree Removal Traffic Control, Transportation Permits, Utility Cuts (Installation / Patching), etc.)
Includes Insurance Certificates
Expiration + 2
years
Mag, Mfr,
OD, Ppr GC § 34090
PAGE PW-51 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide StandardsPublic Works / Engineering PW-010
Encroachment Permits: Permanent (Structures in the City's Right of Way, Retaining Walls, etc.) Includes Insurance Certificates
Permanent Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-011 Grading Permits Permanent Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-012
Land Development: Administrative Records Construction
Inspections, Photos, Progress Meetings, Project Schedules, etc.

Completion + 10
years
Mag, Mfr,
OD, Ppr
Statute of Limitations is 4 years; 10 years for Errors & Omissions; land records are permanent by law; CCP §§337. 337.1(a), 337.15, 343; GC §34090 Public Works /
Engineering PW-013
Land Development: Permanent Records Improvement Plans,
Abandonments, Certificate of Acceptance / Approval (copy), Dedications, Deeds (copies) Drainage, Driveway, Easements (copies), Geotechnical / Soil Reports / Hydrology Reports, Private Lab Verifications, Testing Lab Final Reports, Rights of Way
(copies), Studies, Reports, etc.

Public Works /
Engineering PW-015 NPDES Reports / Stormwater Monitoring Reports 5 years Mag, Mfr, OD, Ppr Federal mandate is 3 years; 40 CFR §§122.21, 122.41, 122.44; CCP §337 et seq.

Public Works /
Engineering PW-016 Parking Areas / Parking Zones: Establishment of Parking Areas or Pacing Zones Permanent Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-017
Parking Areas / Parking Zones: - Notices / Mailing lists (City Clerk maintains protest letters /
tabulations)
2 years Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-018 Public Works Commission - Recordings - Meetings / Audio Tapes 90 days Mag Audio Required for 30 days; GC §54953.5(b) Public Works /
Engineering PW-019 Public Works Commission - AGENDAS / STAFF REPORTS 2 years Mag, Mfr, OD, Ppr GC §34090
PAGE PW-52 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide StandardsPublic Works / Engineering PW-020 Public Works Commission - MINUTES Permanent Mag, Mfr, OD, Ppr GC §34090(e)
Public Works /
Engineering PW-021 Subdivision Maps / Parcel Maps Permanent Mag, Mfr, OD, Ppr GC §34090
Public Works /
Engineering PW-022 Surveys, Record of Survey Permanent Mag, Mfr, OD, Ppr GC §34090
Public Works /
Engineering PW-023 Traffic Calming Requests (Speed Humps, Red Curbs, Stop Signs, etc.) 5 years Mag, Mfr,
OD, Ppr GC §34090
Police or State of
California PW-024 Traffic Collision Reports / SWTRS
Copies - When
No Longer
Required
Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Engineering PW-025 Traffic Counts / Traffic Studies 10 years Mag, Mfr, OD, Ppr GC §34090
Public Works /
Engineering PW-026 Traffic Speed Surveys 10 years Mag, Mfr, OD, Ppr GC §34090
Public Works /
Engineering PW-027 Traffic Stop Sign Warrants 10 years Mag, Mfr, OD, Ppr Department preference; GC §34090
Public Works /
Engineering PW-028 Transportation Permits: Heavy Load Permits Lane Closure Permits, Traffic Control Permits, Wide Load Permits, etc.

Expiration + 2
years
Mag, Mfr,
OD, Ppr GC §53753(e)(2)
Public Works /
Engineering PW-029 Transportation Plans / Master Plans Permanent Mag, Mfr, OD, Ppr GC §34090
Lead Dept. PW-030
Permit Database (Tyler EPL - Enterprise Permitting &
Licensing) - Temporary Encroachments, Parking Permits,
Temporary Transportation Permits, etc.

Permanent Mag, Mfr,
OD, Ppr
Data is interrelated; Building Permits are required to be retained Permanently, or Life of the Structure; GC §34090, H&S §19850
Division Providing Service
/ Work PW-031
Work Orders / Service Requests / Service Orders - CRM /

CMMS DATABASE
(Computerized Maintenance Management
System)
Minimum 5
years
Mag, Mfr,
OD, Ppr Data is interrelated; CCP §§338 et seq., 340 et seq., 342, GC §34090

PUBLIC WORKS/MAINTENANCE/ENVIRONMENTAL SERVICES/RIGHT-OF-WAY/STORMWATER PAGE PW-53 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Division Providing Service
/ Work PW-032
Work Orders / Service Requests / Service Orders - All
Information Entered in CRM / CMMS Database
(Paper drafts)
After
Order/Request/
Order has been
completed + 2
years
Mag, Mfr,
OD, Ppr Preliminary drafts (the database is the original); GC §34090 Division Providing Service
/ Work PW-033
Work Orders / Service Requests / Service Orders - NOT
entered in CRM / CMMS Database (partial information
entered into CMMS Database)
(Division providing service retains originals; Division requesting service is considered a copy)
When no longer
needed
Mag, Mfr,
OD, Ppr Data is interrelated; CCP §§338 et seq., 340 et seq., 342, GC §34090 Public Works /
Maintenance / Environ.

Serv. / Right-of-Way /
Stormwater Maint.

PW-034 Air Quality Management District (APCD / AQMD) Permits - for Generators, etc.

Issue Date + 5
years
Mag, Mfr,
OD, Ppr 40 CFR 70.6; GC §34090
Public Works /
Maintenance / Environ.

Serv. / Right-of-Way /
Stormwater
Maint.

PW-035 Generator Operation Logs / Inspections 5 years Mag, Mfr, OD, Ppr APCD Rule 1470; Form 400–E–13a instructions; GC §34090 Public Works /
Maintenance / Environ.

Serv. / Right-of-Way /
Stormwater
Maint.

PW-036 Graffiti Abatement Work Sheets / Authorizations from Property Owners (stored in Tyler EPL)
Expiration + 2
years
Mag, Mfr,
OD, Ppr GC §34090
Public Works /
Maintenance / Environ.

Serv. / Right-of-Way /
Stormwater Maint.

PW-037 Herbicide / Pesticide Application Forms (In the City's Right-of- Way) 2 years Mag, Mfr,
OD, Ppr
Agricultural pesticide records are required for 2 years; GC §34090; GC §34090; 3 CCR 6623, 40 CFR 110.3(d)
PAGE PW-54 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Public Works / Lead Div. PW-038 Operations / Maintenance Manuals (O&M Manuals) Life of Facility or Equipment
Mag, Mfr,
OD, Ppr GC §34090 et. seq.

Public Works / Lead Div. PW-039 Pressure Vessel Certifications / Permits (Air Compressors, Propane, etc.)
Expiration of
Certificate or
Permit
Mag, Mfr,
OD, Ppr GC §34090 et. seq.

Lead Dept. (using the
chemical) PW-040
Safety Data Sheet (SDS) / Material Safety Data Sheet (MSDS) / Chemical Use Report Form / records of the chemical /
substance / agent, where / when it was used
30 years Mag, Mfr,
OD, Ppr
Previous MSDS may be obtained from a service; MSDS may be destroyed as long as a record of the chemical / substance / agent, where & when it was used is maintained for 30 years; Applies to qualified employers; Claims can be made for 30 years for toxic substance exposures; 8 CCR 3204(d)(1)(B)(2 and 3), 29 CFR 1910.1020(d)(1)(i), GC
§34090
Community & Econ.

Develop. / Planning PW-041 Storm Drain System Maintenance (Slip Lining, etc.) 5 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop. / Planning PW-042 Streets - Sidewalk Maintenance, Grinding, Asphalt Ramping (In Tyler EPL) 5 years Mag, Mfr,
OD, Ppr GC §34090
Community & Econ.

Develop. / Planning PW-043 Tree DATABASE (West Coast Arborists) Minimum 5 years
Mag, Mfr,
OD, Ppr Data is interrelated; GC §34090
Community & Econ.

Develop. / Planning PW-044 Tire Disposal / Waste Manifests 3 years Mag, Mfr, OD, Ppr 14 CCR 18459.3; GC §34090
Community & Econ.

Develop. / Planning PW-045 Used Oil Disposal Manifests 3 years Mag, Mfr, OD, Ppr 22 CCR 66266.130(c)(5), H&S §25250.18(b), 25250.19(a)(3) et seq.

Community & Econ.

Develop./Planning PW-046 Tree Maintenance, Trimming, Arborists Reports 2 years Mag, Mfr, OD, Ppr GC §34090
Community & Econ.

Develop. / Planning PW-047 Underground Service Alerts (USA's) / Dig Alerts Minimum 3 years
Mag, Mfr,
OD, Ppr
Entered into DigAlert Software the Excavator, Operator and the Regional Notification Center all have an obligation to retain the notice for 3 years; GC §§4216.2(f) GC
§34090

PUBLIC WORKS/MAINTENANCE/FLEET
PAGE PW-55 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Community & Econ.

Develop. /
Planning
PW-048 Fleet Maintenance Database
Minimum
Disposal of
Vehicle or
Equipment +
2 years
Mag, Mfr,
OD, Ppr
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
Community & Econ.

Develop. / Planning PW-049 Fleet - Pre-Trip Inspections / Vehicle Safety Checks / Daily Vehicle Inspections / Daily Equipment Checks 2 years Mag, Mfr, OD, Ppr GC §34090; 13 CCR 1234(c)
Community & Econ.

Develop. / Planning PW-050 Fleet - Vehicle / Equipment History Files Maintenance, Brakes, Smog Certificates, etc.

Disposal of
Vehicle or
Equipment + 2
years
Mag, Mfr,
OD, Ppr
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; CCP
§337 et. seq., 3 CCR 1234(f); GC
§34090
Community & Econ.

Develop. / Planning PW-051 Inspections / Audits by the CHP (Fleet) 5 years Mag, Mfr, OD, Ppr
Consistent with CHP requirements; OSHA requires 1 year; 8 Ca. Code Reg. § 3203(b)(1); GC § 34090
Community & Econ.

Develop. / Planning PW-052 Pressure Vessel Certifications / Permits (Air Compressors, Propane, etc.)
Expiration of
Certificate or
Permit
Mag, Mfr,
OD, Ppr GC §34090 et. seq.

Community & Econ.

Develop. / Planning PW-053
Safety Data Sheet (SDS) / Material Safety Data Sheet (MSDS) / Chemical Use Report Form / records of the chemical /
substance / agent, where / when it was used
30 years Mag, Mfr,
OD, Ppr
Previous MSDS may be obtained from a service; MSDS may be destroyed as long as a record of the chemical / substance / agent, where & when it was used is maintained for 30 years; Applies to qualified employers; Claims can be made for 30 years for toxic substance exposures; 8 CCR 3204(d)(1)(B)(2 and 3), 29 CFR 1910.1020(d)(1)(i), GC
§34090

PUBLIC WORKS/SOLD WASTE AND RECYCLING
PAGE PW-56 of 57
Office of Record Retention
No. Records Description Total
Retention
Media
Options Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Public Works / Solid
Waste and Recycling PW-054
AB 939 Compliance / SB 1383 Compliance (Organic Waste
Collection / Recycling) .

CalRecycle Annual Waste Diversion Report / Form 303 report (HHW report) Household Hazardous Waste Reports /
CalREcycle Used Oil report / CalREcycle Bottles / Cans report / Construction Waste Management Forms, State
Waste Reduction Reports, etc.
10 years Mag, Mfr,
OD, Ppr
Required for 5 years; Low-Carbon Fuel Standard regulations credits can be received for 10 years, and are eligible for an extension; 14 CCR 18812.4, 14 CCR § 18995.2; H&S §39730.7; GC §34090
PAGE PW-57 of 57
CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 24. To: Honorable Mayor and City Council From: Dr. Khaleah K. Bradshaw, City Clerk CLERK {{division}} Subject: CONSIDER APPROVAL OF AN AGREEMENT WITH CIVICPLUS, LLC FOR NEXTREQUESTPUBLIC RECORDS ACT (PRA) MANAGEMENT SOFTWARE (CITY COUNCIL) I. SUMMARY
In 2025, the Records Management Coordinator, operating under the direction of the City Clerk, managed to successfully process approximately 400 records requests under the California Public Records Act (CPRA). This high volume of requests was managed between an antiquated software system and a manual, decentralized process involving multiple departments, spreadsheets, and email chains. As the volume and complexity of requests continue to increase, this method has become severely time consuming and prone to administrative inefficiencies, which poses risks to legal compliance. In addition, multiple requesters often ask for the same documents, but without a public-facing portal, staff must fulfill each request individually.

To help alleviate these enormous burdens on staff, and after evaluating several options, staff identified CivicPlus (NextRequest) as the premier solution for municipal needs. Key features include:

Public Portal: A "one-stop-shop" where residents can submit requests and view a library of previously released documents, potentially deflecting new requests for information already available.

Workflow Automation: Automatic routing of requests to the appropriate department and automated reminders for upcoming deadlines.

Advanced Redaction: Integrated tools to securely redact Social Security numbers, emails, phone numbers, and other sensitive information in bulk across multiple files.

Reporting & Auditing: Real-time dashboards to monitor compliance rates and staff workload.

Staff proposes transitioning to NextRequest by CivicPlus, a cloud-based platform specifically designed to automate the intake, tracking, redaction, and release of public records. This transition will enhance transparency for residents, ensure strict adherence to statutory deadlines (Gov. Code § 7920.000 et seq.), and significantly reduce staff labor hours.

II. RECOMMENDATION

1. APPROVE the Master Services Agreement and Addendum to Master Services Agreement with CivicPlus, LLC for the implementation and licensing of NextRequest software in an amount not to exceed $17,049.97.

2. AUTHORIZE the City Manager to execute the agreement and addendum subject to approval as to form by the City Attorney.

III. ALTERNATIVES
TAKE another action the City Council deems appropriate.

IV. BACKGROUND
The California Public Records Act mandates that the City respond to requests for information within 10 calendar days (with specific extensions allowed). Since 2023, the one-person Records Management division has consistently completed an average of 360 requests annually. These requests were completed within the appropriate timelines under the PRA all while navigating the challenges of a manual process. This includes the data entry of all requests and status updates, all inter-departmental, City Attorney and requester correspondence, manually redacting records, processing court orders for records, and notary support. To help alleviate these burdens on staff, staff proposes that the City enter into a contract with CivicPlus whose software will facilitate the intake, tracking, redaction, and release of public records.

The CivicPlus contract would be for a term ending June 30, 2027, with a one-time implementation fee of $1500, one year's subscription prorated at a cost of $2,761.97 (April 13, 2026 - June 30, 2026), and one year subscription through June 30, 2027 resulting in a total contract cost of $17,049.97.

Legal Analysis:

While the contract sum falls within the City Manager’s expenditure authority of $75,000, at the direction of the City Attorney staff is requesting the City Council’s approval of the contract due to CivicPlus' refusal to agree to uncapped liability in the event of a third party claim against the City, which could leave City exposed to a lawsuit far exceeding City Manager's approval authority.

Instead of agreeing to uncapped liability, CivicPlus has agreed to indemnify City for only five times the contract amount resulting in City being exposed to lawsuits that can be very costly especially for infringement claims.

However, CivicPlus has assured City staff that they have never been sued for any infringement claims. The City Attorney’s Office searched current federal court dockets and confirmed there are such no current claims against CivicPlus, and also conducted a general search of any historical claims and did not find that any claims have ever been filed. Accordingly, the risk of any liability to the City for infringement claims appears very low. It should also be noted that not providing uncapped liability for these types of claims is very standardized within the industry, and, while the City Attorney has been mostly successful in negotiating uncapped liability, some software companies take hardline "take it or leave it" positions and never provide concessions for these types of claims -- staff just wanted Council to be aware that this particular contract is one such instance.

V. FISCAL IMPACT
The total cost for the first year, including implementation, training, and licensing will be prorated from the start of implementation to the end of the 2025-2026 fiscal year is $2,761.97 plus a $1,500.00 one-time implementation fee.

The licensing fee is $12,788 annually starting July 1, 2026.

FY 2025-2026 - Professional Services - 101-30-100-101-6004 FY 2026-2027 - Professional Services - 101-30-100-101-6004 VI. EXHIBITS

1. CivicPlus (NextRequest) Statement of Work

2. CivicPlus (NextRequest) Master Services Agreement

3. CivicPlus (NextRequest) Addendum to Master Services Agreement

Attachments
CivicPlus (NextRequest) Statement of Work.pdf
Master Services Agreement.pdf
CivicPlus (NextRequest) Master Service Agreement and Statement of Work Addendum.pdf CivicPlus
302 South 4th St. Suite 500
Manhattan, KS 66502
US

Statement of Work
Quote #: Q-113492-1
CivicPlus Pricing
Approval Date:
3/12/2026 1:39 PM
Expires On: 12/31/2025

Client:

City of Carson, CA
Bill To:

CARSON CITY, CALIFORNIA

SALESPERSON Phone EMAIL DELIVERY METHOD PAYMENT METHOD
Shaun Jernigan [email protected] Net 30

One-time(s)
QTY PRODUCT NAME DESCRIPTION 12 Month
Value

1.00 NextRequest PT Standard
Implementation
Standard Implementation (Virtual Only): Admin Users: 1
Kickoff Call, 1 Admin Training. Staff Users have Access to a monthly webinar for general training and questions USD 1,500.00
Recurring Service(s)
QTY PRODUCT NAME DESCRIPTION 12 Month
Value

1.00 NextRequest PT Standard Plan NextRequest Standard Plan for local agencies; Unlimited Staff Users, Up to 10 Admin-Publisher Users, Up to 2TB
Storage. Core Features: Review & Redaction Features,
Payments, IT & Compliance Features
USD 12,788.00
Initial Term 4/13/2026 - 6/30/2027, Renewal
Term 7/1 each calendar year
Initial Term Invoice Schedule Year One Annual Total invoiced upon the signature date of this Agreement. Subsequent
Annual Total invoiced at Renewal Term.

Annual Subscription One Time Fees Annual Total
Year One USD 2,761.97 USD 1,500.00 USD 4,261.97
Year Two USD 12,788.00 USD 12,788.00
Subtotal USD 17,049.97

Page 1 of 3 ends

Annual Recurring Services Starting Year 3 USD 13,427.40 Renewal Procedure Upon mutual agreement of the Parties sixty days prior to the end of the Initial Term.

Annual Uplift 5% to be applied in year 3
This Statement of Work ("SOW") shall be subject to the terms and conditions of the CivicPlus Master Services Agreement and the applicable Solution and Services terms and conditions located at https://www.civicplus.help/hc/en-us/p/legal- stuff (collectively, the "Binding Terms"). By signing this SOW, Client expressly agrees to the terms and conditions of the Binding Terms throughout the term of this SOW.

Please note that this document is a SOW and not an invoice. Upon signing and submitting this SOW, Client will receive the applicable invoice according to the terms of the invoicing schedule outlined herein.

Client may issue purchase orders for its internal, administrative use only, and not to impose any contractual terms. Any terms contained in any such purchase orders issued by the Client are considered null and will not alter the Binding Terms, the Agreement or this SOW.

Page 2 of 3 ends

Acceptance of Quote # Q-113492-1

The undersigned acknowledges having read, understood, and agreed to be bound by the binding terms and conditions incorporated into this SOW. This SOW shall become effective as of the date of the last signature below (“Effective Date”).

For CivicPlus Billing Information, please visit https://www.civicplus.com/verify/

Authorized Client Signature

CivicPlus

By (please sign):

___________________________________
By (please sign):

___________________________________
Printed Name:

___________________________________
Title:

___________________________________
Date:

___________________________________

Organization Legal Name:

___________________________________
Billing Contact:

___________________________________
Title:

___________________________________
Billing Phone Number:

___________________________________
Billing Email:

___________________________________
Billing Address:

___________________________________

___________________________________
Mailing Address: (If different from above)

___________________________________

___________________________________
PO Number: (Info needed on Invoice (PO or Job#) if required)

___________________________________

Page 3 of 3 ends

Master Services Agreement
Updated on Aug 15, 2025 Published on Jul 14, 2025  25 minute(s) read Listen › Article summary
This Master Services Agreement (this “Agreement”) governs all Statements of Work (“SOW”) entered into by and between CivicPlus, LLC (“CivicPlus”) and the customer entity identified on the SOW (“Customer”). This Agreement governs the use and provision of any Services purchased by Customer, as described in any signed SOW, and the effective date of this Agreement shall commence on the date of signature of the SOW (“Effective Date”).

If a SOW has not been executed, then the Effective Date shall be determined as the start date of implementation of any software solution by CivicPlus for Customer. CivicPlus and Customer are referred to herein individually as “Party” and jointly as “Parties”.

Recitals
WHEREAS, CivicPlus is engaged in the business of developing and providing access to proprietary community engagement and government content, workflow, and general management software solutions, platforms and associated services (the “Services”); and WHEREAS, Customer wishes to engage CivicPlus for the procurement of the Services and/or receive a license subscription for the ongoing use of the Services, as set forth in the SOW;
NOW, THEREFORE, the Customer and CivicPlus agree as follows:

Agreement
Term & Termination
Important Note
Last updated in May 2024.

1. This Agreement shall commence on the Effective Date and shall remain in full force and effect for as long as any SOW is in effect between CivicPlus and Customer, or Services are being provided by CivicPlus to Customer, unless terminated in accordance with this §1 or as otherwise provided in this Agreement (the “Term”). Either Party may terminate this Agreement or any SOW as set forth in such SOW, or at its discretion, effective immediately upon written notice to the other Party, if the other Party materially breaches any provision of this Agreement and does not substantially cure the breach within thirty (30) days after receiving notice of such breach. A delinquent Customer account remaining past due for longer than 90 days is a material breach by Customer and is grounds for CivicPlus termination. CivicPlus reserves the right to withhold, remove and/or discard Customer Data without notice for any breach, including, without limitation, Customerʼs non-payment. Upon termination for Customerʼs breach, Customerʼs right to access or use Customer Data immediately ceases, and CivicPlus shall have no obligation to maintain or forward any Customer Data.

2. Upon termination of this Agreement or any SOW for any reason, (a) the licenses granted for such relevant SOW by §11 below will terminate and Customer shall cease all use of the CivicPlus Property and Services associated with the terminated SOW and (b) any amounts owed to CivicPlus for work performed prior to termination shall immediately become due in full and payable. If Customer has paid in advance for the Services, and this Agreement terminates due to material breach of this Agreement by CivicPlus, CivicPlus shall refund Customer a prorated amount of any amount already paid. Upon termination by Customer for convenience or due to material breach by Customer, in addition to any remedy provided in this Agreement or provided in law or equity, CivicPlus shall be entitled to retain any amounts already paid. Sections 7, 8, 10, 14, 15, 18, 32 -34, 40, and 42 will survive any expiration or termination of this Agreement.

3. At any time during the Term, CivicPlus may, immediately upon notice to Customer, suspend Customer and any of its Users access to any Service due to a threat to the technical security or technical integrity of the Services.

Invoicing & Payment Terms

4. Customer will pay the amounts owed to CivicPlus for the development and implementation of the Customerʼs Services, as defined in the SOW (“Project Development”), subscription and licensing, and annual hosting, support, and maintenance services (“Annual Recurring Services”) in accordance with the payment schedule set forth on the applicable SOW. Invoices shall be sent electronically to the individual/entity designated in the SOWʼs contact sheet that is required to be filled out and submitted by Customer (the “Contact Sheet”). Customer shall provide accurate, current and complete information of Customerʼs legal business name, address, email address, and phone number in the Contact Sheet upon submission of a signed SOW.

Customer will maintain and promptly update the Contact Sheet information if it should change. Upon Customerʼs request, CivicPlus will mail hard-copy invoices for a $5.00 convenience fee to be added to the mailed invoice.

5. Each SOW will state the amount of days from date of invoice payment is due. Unless otherwise limited by law, a finance charge of 1.5 percent (%) per month or the maximum rate permitted by applicable law, whichever is less, will be added to past due accounts from due date until paid. Payments received will be applied first to finance charges, then to the oldest outstanding invoice(s). If the Customer's account exceeds 60 days past due, support will be discontinued until the Customer's account is made current. If the Customer's account exceeds 90 days past due, CivicPlus may suspend in progress Project Development and Annual Recurring Services will be discontinued, and the Customer will no longer have access to the Services until the Customer's account is made current. Customer will be given 15 daysʼ notice prior to discontinuation of Services for non-payment.

6. During the performance of Project Development, if Customer requests a change that requires repeated efforts to previously approved work product and such change causes CivicPlus to incur additional expenses (i.e. airline change fees, resource hours, consultant fees, Customer does not show up for scheduled meetings or trainings), Customer agrees to reimburse CivicPlus for such additional expenses. CivicPlus shall notify Customer prior to incurring such expenses and shall only incur those expenses which are approved by Customer.

Ownership & Content Responsibility

7. Upon full and complete payment of amounts owed for Project Development under the applicable SOW, Customer will own any website graphic designs, Services content, module content, importable/exportable data, and archived information (“Customer Content”) created by CivicPlus on behalf of Customer pursuant to this Agreement. “Customer Content” also includes, without limitation, any elements of text, graphics, images, photos, audio, video, designs, artworks, logos, trademarks, services marks, and other materials or content which Customer provides to CivicPlus for processing, transmission, storage, or inputs into any website, software or module in connection with any Services. Customer Content excludes any content in the public domain and any content owned or licensed by CivicPlus, whether in connection with providing Services or otherwise.

8. Upon completion of the Project Development, Customer will take over the management and control of the Services and Customer will assume full responsibility for Customer Content maintenance and administration. Customer, not CivicPlus, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and intellectual property ownership or right to use of all Customer Content. Customer hereby grants CivicPlus a worldwide, non-exclusive right and license to reproduce, distribute and display the Customer Content as necessary to provide the Services.

Customer represents and warrants that Customer owns all Customer Content or that Customer has permission from the rightful owner to use each of the elements of Customer Content and that Customer has all rights necessary for CivicPlus to use the Customer Content in connection with providing the Services. Customer agrees that CivicPlus shall not be responsible or liable for the content of messages created by Customer or by Customerʼs Users or end-users who access Service. Notwithstanding the foregoing, CivicPlus retains the right, but not the obligation, to remove any Customer Content that is libelous, harassing, abusive, fraudulent, defamatory, excessively profane, obscene, abusive, hate related, violent, harmful to minors, that advocates racial or ethnic intolerance, intended to advocate or advance computer hacking or cracking, or other material, products or services that violate or encourage conduct that would violate any laws or third-party rights.

9. At any time during the term of the applicable SOW, Customer will have the ability to download the Customer Content and export the data that is processed through the Services (“Customer Data”). Customer may request CivicPlus to perform the export of Customer Data and provide the Customer Data to Customer in a commonly used format, at any time, for a fee to be quoted at time of request and approved by Customer. Upon termination of the applicable SOW for any reason, whether or not Customer has retrieved or requested the Customer Data, CivicPlus reserves the right to permanently and definitively delete the Customer Content and Customer Data held in the Services thirty (30) days following termination of the applicable SOW. During the thirty (30) day period following termination of the SOW, regardless of the reason for its termination, Customer will not have access to the Services.

10. Intellectual Property in the software or other original works created by or licensed to CivicPlus, including all software source code, documents, and materials used in performing the Services (“CivicPlus Property”) will remain the property of CivicPlus.

CivicPlus Property specifically excludes Customer Content. Customer shall not:
a. license, sublicense, sell, resell, reproduce, transfer, assign, distribute or otherwise commercially exploit or make available to any third party any CivicPlus Property in any way, except as specifically provided in the applicable SOW; b. adapt, alter, modify, or make derivative works based upon any CivicPlus Property; c. create internet “links” to the CivicPlus Property software or “frame” or “mirror” any CivicPlus Property administrative access on any other server or wireless or internet-based device that may allow third-party entities, other than Customer, to use the Services;
d. reverse engineer, decompile, disassemble, or otherwise attempt to obtain the software source code to all or any portion of the Services; e. make any attempt to gain unauthorized access to the Services and/or any of CivicPlusʼ systems or networks; or
f. access any CivicPlus Property in order to:
i. build a competitive product or service,
ii. build a product using similar ideas, features, functions or graphics of any CivicPlus Property, or
iii. copy any ideas, features, functions or graphics of any CivicPlus Property.

The CivicPlus name, the CivicPlus logo, and the product and module names associated with any CivicPlus Property are trademarks of CivicPlus, and no right or license is granted to use them outside of the licenses set forth in this Agreement.

11. Provided Customer complies with the terms and conditions herein, the relevant SOW, and license restrictions set forth in §10, CivicPlus hereby grants Customer a limited, nontransferable, nonexclusive, non-assignable license to access and use the CivicPlus Property associated with any valid and effective SOW, for the term of the respective SOW. The license set forth herein, shall only apply to the extent that Customer is using the Services for legitimate business use as intended by the purpose of the Services and not for the purpose of comparing the Services to a competitor or similar product of CivicPlus. Customer hereby warrants and affirms its purpose in accessing or otherwise using the Services is for their intended purpose only and understands and agrees that any other use shall be considered fraud.

12. All CivicPlus helpful information and userʼs guides for the Services (“Documentation”) are maintained and updated electronically by CivicPlus and can be accessed through the CivicPlus “Help Center”. CivicPlus does not provide paper copies of its Documentation. Customer and its Users are granted a limited license to access Documentation as needed. Customer shall not copy, download, distribute, or make derivatives of the Documentation.

13. Customer acknowledges that CivicPlus may continually develop, alter, deliver, and provide to the Customer ongoing innovation to the Services, in the form of new features and functionalities. CivicPlus reserves the right to modify the Services from time to time. Any modifications or improvements to the Services listed on the SOW will be provided to the Customer at no additional charge. In the event that CivicPlus creates new products or significant enhancements to the Services (“New Services”), and Customer desires these New Services, then Customer will have to pay CivicPlus the appropriate fee for the access to and use of the New Services. CivicPlus shall use commercially reasonable best efforts to provide workarounds in the event any modification to the Services causes Customer to lose substantial functionality of the Services.

14. CivicPlus in its sole discretion, may utilize all comments and suggestions, whether written or oral, furnished by Customer to CivicPlus in connection with its access to and use of the Services (all reports, comments and suggestions provided by Customer hereunder constitute, collectively, the “Feedback”). Customer hereby grants to CivicPlus a worldwide, non-exclusive, irrevocable, perpetual, royalty-free right and license to incorporate the Feedback in the CivicPlus products and services.

Indemnification

15. CivicPlus will defend at its expense or settle any third-party claim against Customer alleging that the Services provided under this Agreement infringe intellectual property rights. CivicPlus will pay infringement claim defense costs, CivicPlus–negotiated settlement amounts, and damages finally awarded by a court. CivicPlus has no obligation for any claim of infringement arising from Customer's use of the Services for purposes not contemplated by this Agreement. CivicPlusʼs indemnification obligations under this Section 15 are conditioned upon the Customer:
a. promptly notifying CivicPlus of any claim in writing; b. cooperating with CivicPlus in the defense of the claim; and c. granting CivicPlus sole control of the defense or settlement of the claim.

The indemnification obligations of CivicPlus herein shall not apply to any claims of intellectual property infringement related to Customer Content.

Responsibilities of the Parties

16. CivicPlus will not be liable for any act, omission of act, negligence, or defect in the quality of service of any underlying carrier, licensor, or other third-party service provider whose facilities or services are used in furnishing any portion of the Service received by the Customer.

17. CivicPlus will not be liable for any failure of performance that is caused by or the result of any act or omission by Customer or any entity employed/contracted on the Customerʼs behalf. During Project Development, Customer will be responsive and cooperative with CivicPlus to ensure the Project Development is completed in a timely manner.

18. Customer agrees that it is solely responsible for the end-userʼs personal data that Customer decides to solicit, collect, store, or otherwise use in connection with any Service provided by CivicPlus. Customer understands and agrees that CivicPlus provides certain solutions with increased security measures for the solicitation and storage of any sensitive data, and it is Customerʼs responsibility to determine whether the data it solicits and collects should be stored in such solutions. Customer understands and agrees that CivicPlus does not have knowledge or control over what type of data Customer solicits therefore CivicPlus has no responsibility for the use or storage of end-usersʼ personal data in connection with the Services or the consequences of the solicitation, collection, storage, or other use by Customer or by any third party of any personal data. Customer has the sole control and responsibility over the determination of which data and information shall be included in the content that is to be transmitted and stored by CivicPlus. Customer shall not provide to CivicPlus or allow to be provided to CivicPlus any content that:
a. infringes or violates any 3rd partyʼs intellectual property rights, rights of publicity or rights of privacy;
b. contains any defamatory material; or
c. violates any federal, state, local, or foreign laws, regulations, or statutes.

19. Customer is responsible for all activity that occurs under Customer's accounts by or on behalf of Customer. Customer agrees to:
a. be solely responsible for all designated and authorized individuals chosen by Customer (“User”) activity, which must be in accordance with this Agreement and the CivicPlus Terms of Use;
b. be solely responsible for the Customer data;
c. obtain and maintain during the term all necessary consents, agreements and approvals from end-users, individuals or any other third parties for all actual or intended uses of information, data or other content Customer will use in connection with the Services;
d. use commercially reasonable efforts to prevent unauthorized access to, or use of, any Userʼs log-in information and the Services, and notify CivicPlus promptly of any known unauthorized access or use of the foregoing;
e. use commercially reasonable efforts to prevent unauthorized access to or use of the Services and CivicPlus Property and shall promptly notify CivicPlus of any unauthorized access or use of the Services and/or CivicPlus Property and any loss or theft or unauthorized use of any User's password or username and/or personal information; and
f. use the Services only in accordance with applicable laws and regulations.

20. The Parties shall comply with all applicable local, state, and federal laws, treaties, regulations, and conventions in connection with its use and provision of any of the Services or CivicPlus Property.

21. CivicPlus shall not be responsible for any act or omission of any third-party vendor or service provider that Customer has selected to integrate any of its Services with.

22. Customer understands that CivicPlus must fastidiously allocate resources across all of its customers and specifically reserves necessary resources for Customerʼs Project Development. If any professional services, such as consulting or training, purchased by Customer are not used during the Project Development phase solely due to the inaction or unresponsiveness of Customer, then these services shall expire 30 days after completion of Project Development. The Customer may re-schedule any unused professional services during this 30-day period as mutually agreed upon by the Parties. Any professional services that have not been used or rescheduled shall be marked as complete and closed upon the expiration of the 30-day period.

Data Security

23. CivicPlus shall, at all times, comply with the terms and conditions of its Privacy Policy.

CivicPlus will maintain commercially reasonable administrative, physical, and technical safeguards designed to protect the security and confidentiality of Customer Data.

CivicPlus will not modify Customer Data or disclose Customer Data, except:
a. in order to provide the Services;
b. to prevent or address service or technical problems in connection with support matters;
c. as specifically directed or expressly permitted in writing by Customer; d. in compliance with our Privacy Policy; or
e. if compelled by law.

Notwithstanding the foregoing, CivicPlus reserves the right to delete, suspend, or block known malicious accounts without Customer authorization. Customer understands that CivicPlus has no obligation to provide the Services or maintain the Customer Data, information or other material if Customerʼs accounts are past due and unpaid as set forth in this Agreement.

24. Customer acknowledges and agrees that CivicPlus utilizes third-party service providers to host and provide the Services and store Customer Data and the protection of such data will be in accordance with such third partyʼs safeguards for the protection and the security and confidentiality of Customerʼs Data. Notwithstanding anything to the contrary, CivicPlus shall have the right to collect and analyze data and other information relating to the provision, use and performance of various aspects of the Services and related systems and technologies (including, without limitation, information concerning Customer Data and data derived therefrom), and CivicPlus will be free (during and after the term hereof) to use such information and data to improve and enhance the Services and for other development, diagnostic and corrective purposes in connection with the Services and other CivicPlus offerings.

25. CivicPlus may offer Customer the ability to use third-party applications in combination with the Services. Any such third-party application will be subject to acceptance by Customer. In connection with any such third-party application agreed to by Customer, Customer acknowledges and agrees that CivicPlus may allow the third-party providers access to Customer Data as required for the interoperation of such third-party application with the Services. The use of a third-party application with the Services may also require Customer to agree to a separate agreement or terms and conditions with the provider of the third-party application, which will govern Customer's use of such third-party application.

26. In the event of a security breach due to the sole negligence, malicious actions, omissions, or misconduct of CivicPlus, CivicPlus, as the data custodian, will comply will all remediation efforts as required by applicable federal and state law.

CivicPlus Support

27. CivicPlus will use commercially reasonable efforts to perform the Services in a manner consistent with applicable industry standards, including maintaining Services availability 24 hours a day, 7 days a week with 99.9% uptime. Customer will have 24/7 access to the online CivicPlus Help Center to review use articles and software best practices, receive maintenance release notes, as well as submit and monitor omni- channel support tickets, and access solution-specific support contact methods.

28. CivicPlus provides live support engineers based in the domestic United States to respond to basic questions concerning use and configuration, to diagnose software code-related errors, and proactively identify potential systems issues. CivicPlus support engineers serve a preliminary function in the agile development process and escalate defects to software developers or architects for remediation. For security purposes, CivicPlus support engineers are not permitted to modify user accounts, and permissions nor distribute access outside of accounts established by means of a support interaction for testing. Customer delegated Users may receive tutorials and guidance on account modifications but will perform the action themselves.

29. CivicPlus support hours span between the hours of 7 am to 7 pm CST but may vary by product. Customer may access the CivicPlus Help Center (civicplus.help) to obtain each productʼs support hours. After hours support is available by toll- free phone call only. Non-emergency support requested outside of support hours will be subject to additional fees, such fees will be quoted to Customer at the time of the request and will be subject to Customer acceptance and invoiced the next business day following the non-emergency support. CivicPlus shall have the sole discretion to determine in good faith whether support requests qualify as an emergency, exceed reasonable use or are outside the scope of services outlined in any SOW.

30. If a reported problem cannot be solved during the first support interaction, Customer will be provided a ticket number that will be used as communication method throughout ticket escalation until a solution is provided. Support service does not include support for errors caused by third-party products or applications for which CivicPlus is not responsible.

Marketing

31. Customer hereby authorizes CivicPlus to include CivicPlusʼs name and logo inconspicuously within the Customer's instance of the Services. Customer may publicly refer to itself as a customer of the CivicPlus Services, including on Customer's website and in sales presentations. Notwithstanding the foregoing, each Party hereby grants the other a limited, worldwide, license to use the otherʼs logo in conformance with such Partyʼs trademark usage guidelines and solely for the purposes of providing the Services. In no event will either Party issue a press release publicly announcing this relationship without the approval of the other Party, such approval not to be unreasonably withheld.

Limitation of Liability

32. CivicPlusʼ liability arising out of or related to this Agreement, or any associated SOW, will not exceed the amounts paid by Customer for the Annual Recurring Services in the year prior to such claim of liability.

33. In no event will CivicPlus be liable to Customer for any consequential, indirect, special, incidental, or punitive damages arising out of or related to this Agreement.

34. The liabilities limited by Sections 32 and 33 apply:
a. to liability for negligence;
b. regardless of the form of action, whether in contract, tort, strict product liability, or otherwise;
c. even if Customer is advised in advance of the possibility of the damages in question and even if such damages were foreseeable; and d. even if Customerʼs remedies fail of their essential purposes.

If applicable law limits the application of the provisions of this Limitation of Liability section, CivicPlusʼ liability will be limited to the maximum extent permissible.

Warranties & Disclaimer

35. Each person signing the SOW, or otherwise agreeing to the terms of this Agreement, represents and warrants that he or she is duly authorized and has legal capacity to execute and bind the respective Party to the terms and conditions of the SOW and this Agreement. Each Party represents and warrants to the other that the execution and delivery of the SOW and the performance of such Partyʼs obligations thereunder have been duly authorized and that this Agreement is a valid and legal agreement binding on such Party and enforceable in accordance with its terms. Customer represents and warrants that Customer has not provided any false information to gain access to the Service and that Customerʼs billing information provided on the Contact Sheet is correct; and it has all necessary rights in the Customer Content to permit Customerʼs use of the Service and to grant the licenses contained in this Agreement without infringing the intellectual property or other rights of any third parties, violating any applicable laws, or violating the terms of any license or agreement to which it is bound.

36. CivicPlus warrants that the Services will perform substantially in accordance with documentation and marketing proposals, and free of any material defect. CivicPlus warrants to the Customer that, upon notice given to CivicPlus of any defect in design or fault or improper workmanship, CivicPlus will remedy any such defect. CivicPlus makes no warranty regarding, and will have no responsibility for, any claim arising out of:
a. a modification of the Services made by anyone other than CivicPlus, even in a situation where CivicPlus approves of such modification in writing; or b. use of the Services in combination with a third-party service, web hosting service, or server not authorized by CivicPlus.

37. The Services may be temporarily unavailable for scheduled maintenance or for unscheduled emergency maintenance, either by CivicPlus or by third-party providers, or because of other causes beyond CivicPlus's reasonable control, but CivicPlus shall use reasonable efforts to provide advance notice in writing or by e-mail of any scheduled service disruption. HOWEVER, SERVICE PROVIDER DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED OR ERROR FREE; NOR DOES IT MAKE

ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE SERVICES.EXCEPT FOR THE EXPRESS WARRANTIES IN THIS AGREEMENT, THE SERVICES ARE PROVIDED “AS IS AND CIVICPLUS HEREBY DISCLAIMS ALL

WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE,

INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR ARISING FROM A PRIOR COURSE OF DEALING.

38. EACH PROVISION OF THIS AGREEMENT THAT PROVIDES FOR A LIMITATION OF

LIABILITY, DISCLAIMER OF WARRANTIES, OR EXCLUSION OF DAMAGES IS TO ALLOCATE THE RISKS OF THIS AGREEMENT BETWEEN THE PARTIES. THIS

ALLOCATION IS REFLECTED IN THE PRICING OFFERED BY CIVICPLUS TO CUSTOMER

AND IS AN ESSENTIAL ELEMENT OF THE BASIS OF THE BARGAIN BETWEEN THE PARTIES. EACH OF THESE PROVISIONS IS SEVERABLE AND INDEPENDENT OF ALL OTHER PROVISIONS OF THIS AGREEMENT.

Force Majeure

39. No party shall have any liability to the other hereunder by reason of any delay or failure to perform any obligation or covenant if the delay or failure to perform is occasioned by force majeure, meaning any act of God, storm, pandemic, fire, casualty, unanticipated work stoppage, strike, lockout, labor dispute, civil disturbance, riot, war, national emergency, act of public enemy, internet service provider failure or delay, third-party application failure, denial of service attack, or other cause of similar or dissimilar nature beyond its control.

Taxes

40. The amounts owed for the Services exclude, and Customer will be responsible for, all sales, use, excise, withholding and any other similar taxes, duties, and charges of any kind imposed by any federal, state, or local governmental entity in connection with the Services (excluding taxes based solely on CivicPlusʼs income). If the Customer is tax- exempt, the Customer must provide CivicPlus proof of their tax-exempt status, within fifteen (15) days of contract signing, and the fees owed by Customer under this Agreement will not be taxed. If such exemption certificate is challenged or held invalid by a taxing authority then Customer agrees to pay for all resulting fines, penalties, and expenses.

Other Documents

41. This Agreement, including all exhibits, amendments, and addenda hereto and all SOWs, constitutes the entire agreement between the Parties and supersedes all prior and contemporaneous agreements, proposals, or representations, written or oral, concerning its subject matter. No modification, amendment, or waiver of any provision of this Agreement or any SOW will be effective unless in writing and signed by each Party. However, to the extent of any conflict or inconsistency between the provision in the body of this Agreement and any exhibit, amendment, or addenda hereto or any SOW, the terms of such exhibit, amendment, addenda or SOW will prevail.

Notwithstanding any language to the contrary therein, no terms or conditions stated in a Customer purchase order or other order documentation (excluding SOWs) will be incorporated into or form any part of this Agreement, all such terms or conditions will be null and void, unless such term is to refer and agree to this Agreement.

Interlocal Purchasing Consent / Cooperative Purchasing

42. With the prior approval of CivicPlus, which may be withheld for any or no reason within CivicPlusʼs sole discretion, this Agreement and any SOW may be extended to any public entity in Customerʼs home state to purchase at the SOW prices and specifications in accordance with the terms stated herein.

43. To the extent permitted by law, the terms of this Agreement and set forth in one or more SOW(s) may be extended for use by other local government entities upon execution of a separate agreement, SOW, or other duly signed writing by and between CivicPlus and such entity, setting forth all of the terms and conditions for such use, including applicable fees and billing terms.

Miscellaneous Provisions

44. The invalidity or unenforceability, in whole or in part, of any provision of this Agreement shall not void, affect the validity or enforceability of any other provision of this Agreement.

45. The Parties negotiated this Agreement with the opportunity to receive the aid of counsel and, accordingly, intend this Agreement to be construed fairly, according to its terms, in plain English, without constructive presumptions against the drafting Party.

The headings of Sections of this Agreement are for convenience and are not to be used in interpreting this Agreement. As used in this Agreement, the word “including” means “including but not limited to.”

46. The Parties will use reasonable, good-faith efforts to resolve any dispute between them in good faith prior to initiating legal action.

47. This Agreement and any SOW, to the extent signed and delivered by means of a facsimile machine or electronic mail, shall be treated in all manner and respects as an original agreement or instrument and shall be considered to have the same binding legal effect as if it were the original signed version thereof delivered in person. The Parties agree that an electronic signature is the legal equivalent of its manual signature on this Agreement and any SOW. The Parties agree that no certification authority or other third-party verification is necessary to validate its electronic signature and that the lack of such certification of third-party verification will not in any way affect the enforceability of the Partiesʼ electronic signature or any resulting agreement between CivicPlus and Customer.

48. Due to the rapidly changing nature of software as a service and digital communications, CivicPlus may unilaterally update this Agreement from time to time. In the event CivicPlus believes such change is a material alteration of the terms herein, CivicPlus will provide Customer with written notice describing such change via email or through its website. Customerʼs continued use of the Services following such updates constitutes Customerʼs acceptance of the same. In the event Customer rejects the update to the terms herein, Customer must notify CivicPlus of its objection within ten (10) days receipt of notice of such update.

Additional Resources
CivicPlus Product Terms of Use
CivicPlus Privacy Policy
Addendum to the Agreements by and between CivicPlus, LLC and Carson, CA 1 Addendum to Master Services Agreement

Master Service Agreement and Statement of Work
Addendum
THIS Master Services Agreement and Statement of Work Addendum (“Addendum”) hereby sets forth the (i) additional terms and conditions applicable to the Master Services Agreement, found at: https://www.civicplus.help/hc/en-us/p/legal-stuff, and/or Statement of Work (“Agreements”) and/or (ii) amendments to specific provisions of the terms and conditions which exist in the Agreements (collectively, the “Special Terms”), as described below, as agreed upon by CivicPlus and the city of Carson, CA. The Special Terms shall be deemed to amend, modify, supplement, replace and/or supersede (as applicable) any inconsistent provisions of the Agreements, to the extent of the inconsistency.

ALL TERMS AND CONDITIONS OF THE AGREEMENTS NOT EXPRESSLEY MODIFIED HEREIN SHALL REMAIN IN FULL FORCE AND EFFECT.

Capitalized terms used and not defined herein shall have the meanings assigned to them in the Agreements (to which this Addendum is attached and incorporated).

1. ADDITIONAL SECTIONS

1. 49. CivicPlus shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to Customer, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees, and agents of Customer:

(a) General Liability Insurance. A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit.

(b) Cyber Liability. Technology professional liability errors & omissions insurance appropriate to CivicPlus’s profession and the Services hereunder with limits not less than $1,000,000 per claim/loss, and $1,000,000 in the aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations undertaken by CivicPlus pursuant to this Agreement and shall include, but not be limited to, claims involving infringement of intellectual property, copyright, trademark, invasion of privacy violations, information or data breach, theft, loss, damage or misuse, release of private information, extortion and network security.

The comprehensive general liability insurance shall be primary insurance and shall name Customer, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by Customer or its officers, employees or agents may apply in excess of, and not contribute with CivicPlus’ insurance. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self -insured retention, any additional insured may satisfy the self-insured retention.

The comprehensive general liability insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the Customer. In the event any of said policies of insurance are cancelled, CivicPlus shall, prior to the cancellation date, submit new evidence of insurance to Customer.

No services under this Agreement shall commence until CivicPlus has provided Customer with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the Customer. Customer reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to Customer.

Addendum to the Agreements by and between CivicPlus, LLC and Carson, CA 2 Addendum to Master Services Agreement

50. This Agreement shall be governed by the laws of the State of California, and the Parties agree that the venue of any action arising hereunder shall be exclusively in state and federal courts located in Los Angeles County, California.

2. AMENDMENTS
The terms and conditions of the Agreement are hereby amended as follows:

Document and Section Amended Language
MSA § 5 Each SOW will state the amount of days from date of invoice payment is due. If the Customer's account exceeds 60 days past due, support will be discontinued until the Customer's account is made current. If the Customer's account exceeds 90 days past due, CivicPlus may suspend in progress Project Development and Annual Recurring Services will be discontinued, and the Customer will no longer have access to the Services until the Customer's account is made current. Customer will be given 30 days’ notice prior to discontinuation of Services for non-payment.

MSA § 15 CivicPlus will defend at its expense or settle, and indemnify and hold harmless Customer, its elected and appointed officers, employees and agents (“Customer Parties”) from and against. any and all losses incurred by Customer Parties resulting from any third party claim arising from CivicPlus’ gross negligence or willful misconduct, data breaches, any damage or injury to Customer Parties or their property, or that the Services as provided to Customer or any use of the Services in accordance with this Agreement, infringe or misappropriate a third party’s intellectual property rights. Provided, however, that CivicPlus will have no obligation to the extent any such claim or loss arises out of or results from Customer’s or any third party’s acts or omissions, including Customer Content, Customer’s misuse of the Services, Customer’s modification of the Services, or Customer’s use of the Services in combination with items not provided by CivicPlus. CivicPlus will pay defense costs, CivicPlus–negotiated settlement amounts, and damages finally awarded by a court. CivicPlus has no obligation for any claim of
infringement arising from Customer's use of the Services for purposes not contemplated by this Agreement. CivicPlus’s indemnification obligations under this Section 15 are conditioned upon the Customer (i) promptly notifying CivicPlus of any claim in writing; (ii) cooperating with CivicPlus in the defense of the claim; and (iii) granting CivicPlus sole control of the defense or settlement of the claim. The indemnification obligations of CivicPlus herein shall not apply to any claims of intellectual property infringement related to Customer Content.

MSA § 16 CivicPlus will not be liable for any act, omission of act, negligence or defect in the quality of service of any underlying carrier, licensor or other third-party service provider whose facilities or services are used in furnishing any portion of the Service received by the Customer.

CivicPlus will use commercially reasonable efforts to enforce any applicable quality of service provisions, service levels, or remedies available under its agreements with such providers for issues that materially impact Customer’s use of the Service.

MSA § 32 CivicPlus’ liability arising out of or related to this Agreement, or any associated SOW, will not exceed five (5) times the amounts paid by Customer for the Annual Recurring Services in the year prior to such claim of liability.

Addendum to the Agreements by and between CivicPlus, LLC and Carson, CA 3 Addendum to Master Services Agreement

Acceptance
IN WITNESS WHEREOF, the Parties have caused this Addendum to be executed by their duly authorized representatives as of the dates below.

Customer CivicPlus
By: By:

Name:

Title:

Date:

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 25. To: Honorable Mayor and City Council From: Nora A. Garcia , Director of Public Safety & Emergency Management PS Administration Subject: CONSIDER AWARDING A PURCHASE ORDER TO WINNER CHEVROLET INC. FOR THEPURCHASE OF THREE 2026 OR NEWER CHEVROLET BLAZER ELECTRIC VEHICLES FOR THE PUBLICSAFETY & EMERGENCY MANAGEMENT DEPARTMENT (CITY COUNCIL) I. SUMMARY
The Public Safety & Emergency Management Department in conjunction with the Public Works Department, is seeking approval to purchase three new electric powered 2026 or newer Chevrolet Blazers. In recent years, Carson has experienced an increase in demand for public services, expanding our workforce. As a result, our current fleet of vehicles has become insufficient to meet the growing needs of our residents. The proposed new vehicles will be assigned and designated to the areas of need within the Public Safety & Emergency Management Department. Integrating electric vehicles into the fleet demonstrates the department's commitment to modernization and innovation, setting a positive example for the community and encouraging the adoption of sustainable practices. In general, investing in electric vehicles not only fulfills the department's operational needs but also promotes environmental stewardship.

The Purchasing Manager has waived the bidding requirements and requirement to enter into a contract, as permitted under the Carson Municipal Code Section 2611(g) and Section 2606(b)(ii) (Exhibit No. 4).

II. RECOMMENDATION
AUTHORIZE the Purchasing Manager to issue a Purchase Order in the amount not to exceed $155,374.28 for the purchase of three new 2026 or newer Chevrolet Blazer electric vehicles (Exhibits No.1 and 2).

III. ALTERNATIVES
TAKE another action the City Council deems appropriate, and consistent with the requirements of the law IV. BACKGROUND
The Public Safety & Emergency Management Department, in collaboration with the Public Works Department, is seeking approval to purchase three (3) new 2026 or newer Chevrolet Blazer electric vehicles. In coordination with Public Works, staff evaluated and confirmed the appropriate vehicle types, specifications, and pricing to ensure consistency with the city's fleet standards and operational needs. In recent years, Carson has seen an increase in demand for public services, leading to an expansion of our workforce. Consequently, our current fleet of vehicles is insufficient to meet the growing needs of residents.

The proposed vehicles will support the day-to-day operations of Public Safety personnel, including Code Enforcement and Parking Enforcement activities, as well as other field-based functions. These vehicles will enable staff to conduct inspections, respond to service requests, patrol assigned areas, and carry necessary equipment to perform their duties efficiently. The addition of these vehicles will enhance operational mobility, improve response times, and expand the department's ability to maintain compliance with municipal codes and address community concerns.

Section 2611(g) of the City’s Municipal Code (“CMC”) allows the City, through its Purchasing Manager, to dispense with competitive bidding processes to purchase materials, supplies, equipment, or services by utilizing a cooperative purchasing program engaged in by any local, county, State, or Federal public entity or entities, even if the contracts and implementing agreements entered into by the participating entity or association under those cooperative purchasing programs were not entered into pursuant to a process that resulted in the contract being awarded to the lowest responsible and responsive bidder under CMC 2610(i); provided, that the participating entity or association’s contract is current, the solicitation is within three years of City’s approval of the City contract entered into with the selected bidder via cooperative purchasing, or written justification is provided justifying use of an older solicitation. The City Council has decided that the benefits to the city of utilizing cooperative purchasing outweigh any incremental higher price that may be paid by City in certain instances as a result of not soliciting directly utilizing the lowest responsible and responsive bidder standard under CMC 2610(i).

The California Department of General Services (DGS) administers statewide master contracts for vehicle purchases, allowing local agencies to acquire fuel-efficient and alternative-fuel vehicles at competitively bid prices.

Under this program, local agencies may purchase vehicles directly from awarded dealerships without conducting a separate solicitation process. For Chevrolet Blazers, the current Statewide Contract (No. 1-25-23-01P) is awarded to Winner Chevrolet, Inc. (Exhibit No. 3). This contract is available for use by the City and other eligible entities, streamlining procurement and delivery. The City proposes utilizing this contract for the purchase of three (3) Chevrolet Blazer EV vehicles as part of this recommendation.

The City’s Purchasing Manager has waived the formal bidding process for purchase of the vehicles as permitted under Section 2611(g) of the CMC (Exhibit No. 4). Finally, it should also be noted that Section 2606(b)(ii) of the CMC requires the City to enter into a contract for purchases of any personal property, including materials, supplies and equipment, of $75,000 or more, unless the Purchasing Manager waives this requirement. The Purchasing Manager has waived such contract requirement for purchase of three electric powered 2026 or newer Chevrolet Blazers (Exhibit No. 4).

V. FISCAL IMPACT
The total cost for purchasing three (3) new Chevrolet Blazers electric vehicles will not exceed $155,374.28.00. Of the total not to exceed amount, $77,608.23 will be charged to GL Account 101-55-552-158-8003 and $77,766.05 to 262-55-552-157-8003.

VI. EXHIBITS

1. Winner Chevrolet Quote No.10328A - Blazer EV

2. Winner Chevrolet Quote No.10329A - Blazer EV

3. California State Procurement Contract No.1-25-23-01P

4. Purchasing Waiver - Winner Chevrolet, Inc. - Blazer EV

Attachments

1. Winner Chevrolet Quote No.10328A - Blazer EV.pdf

2. Winner Chevrolet Quote No.10329A - Blazer EV.pdf

3. California State Procurement Contract No.1-25-23-01P.pdf

4. Purchasing Waiver - Winner Chevrolet, Inc. - Blazer EV .pdf Winner Chevrolet DATE March 11, 2026
Quotation # 10328A
TO: CITY OF CARSON FAN # 871220
(530) 981-5164 701 E Carson St
Carson, CA 90745
Freddy Loza Prepared by: Aidan Barnhart
(310) 847-3531
[email protected]
Comments or special instructions: Vehicle build and options are in additional pages.

AMOUNT
44,650.00$
(6,300.00)$
540.00$
2 Additional Key/Fobs 800.00$
4,145.00$
43,835.00$
DOC Fee 85.00$
Taxable Subtotal: 43,920.00$

10.500% 4,611.60$
Tire Fee: 7.00$
Fuel: -$
750.00$
Total: 49,288.60$
QTY 2 Grand Total 98,577.20$
If you have any questions concerning this quotation, contact Aidan Barnhart at (530) 981-5164 or email at [email protected]
CLIN 4 - Blazer EV
Upgrade to 2026 LT
Delivery Charge:
**** specs with the PO or the vehicle will not be ordered. **** Subtotal
**** Please review, sign, and return a copy of the quote and **** Dana Safety Supply upfit (per Estimate# 613170)
___________________________________________________
7220 Fawn Way,
Sacramento, CA 95823
State Contract # 1-25-23-01P
****Shipping charge added for deliveries beyond Sacramento. No charge for will call.**** CA Tire Fee: $1.75 / Per Tire
Tax Rate (subject to change):

Description
Options (refer to window sticker):
(Order Acknowledgment Signature) (Date)
THANK YOU FOR YOUR BUSINESS!!

800-845-0045Telephone:

DANA SAFETY SUPPLY, INC
500 S EDWARDIA DR
GREENSBORO, NC 27409

ELK GROVE AUTO COMPANY
8575 Laguna Grove Dr
Elk Grove, CA 95757
(For Pickup - ROSE)

ROSEVILLE WAREHOUSE
1030 Winding Creek Rd Ste 100
Roseville, CA 95678
Sales Quote
613170
ELKGROVAGCustomer No.

Sales Quote No.

Ship ToBill To
Contact:

Telephone: Telephone:

Contact:
916-509-8598, 916-50
Andrew Villareal/David Brewer
916-747-1830
Nicholas Elmer
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
AIDAN BARNHARTTanner Kissinger- Roseville CATanner Kissinger Order
Quantity Item Number / DescriptionTaxApprove
Quantity
Quote Date
02/05/26
E-mail: E-mail: [email protected]; [email protected]; [email protected]; [email protected] 1 1 N INFOa7E20VYTHL 613170

VEHICLE INFORMATION
Warehouse: ROSE
2026 CHEVY BLAZER EV
1 1 N INFOa7E20VZ396 613170
ROOF
Warehouse: ROSE
1 1 Y RX8SP3Aa7E20VZJ1Q 613170
WEC JUSTICE WECANX DUO, 50" AMBER W/ WHITE

OVERRIDE
Warehouse: ROSE
50" JUSTICE WCX DUO - AMBER/WHITE
1 1 Y MISCa7E20W123I 613170
WHELEN (MKAJ111) ADJ LIGHTBAR MOUNT KIT #111 BLAZER
EV
Warehouse: ROSE
1 1 N INFOa7E20W24LD 613170

CONSOLE
Warehouse: ROSE
02/05/26
03:28:57 PM
1Page No.

Print Time
Print Date
Continued on Next Page
a7E20W24LD 613170

800-845-0045Telephone:

DANA SAFETY SUPPLY, INC
500 S EDWARDIA DR
GREENSBORO, NC 27409

ELK GROVE AUTO COMPANY
8575 Laguna Grove Dr
Elk Grove, CA 95757
(For Pickup - ROSE)

ROSEVILLE WAREHOUSE
1030 Winding Creek Rd Ste 100
Roseville, CA 95678
Sales Quote
613170
ELKGROVAGCustomer No.

Sales Quote No.

Ship ToBill To
Contact:

Telephone: Telephone:

MOUNTED ON DASH NEAR STEERING WHEEL
*FINAL MOUNTING LOCATION TBD*
1 1 Y INSTALL KITa7E20X3MK8 613170
MISC INSTALLATION SUPPLIES I.E.

Warehouse: ROSE

LOOM, WIRE, HARDWARE, CONNECTORS, ETC
************************************************
1 1 Y INSTALLa7E20X3VQ3 613170

DSS INSTALLATION OF EQUIPMENT
Warehouse: ROSE
1 1 N FREIGHTa7E20X47ON 613170

INCOMING FREIGHT - WILL BE ADDED TO INVOICE
Warehouse: ROSE
Approved By:

Approve All Items & Quantities
Quote Good for 30 Days
02/05/26
03:28:57 PM
2Page No.

Print Time
Print Date
a7E20X47ON 613170
By accepting this quote/order, the customer expressly acknowledges and agrees that to the extent not expressly prohibited by law, and except to the extent arising from or relating to the gross negligence or willful misconduct of DSS, its agents or its employees, DSS shall not be liable to the customer, or any third party for any damage to the vehicle/products resulting from or arising out of any ACTS OF GOD, including without limitation, any fires, floods, earthquakes, tornados, hail or similar weather events.

Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT

*** Photo may not represent exact vehicle or selected equipment *** Prepared by
Aidan Barnhart
Winner Chevrolet / Elk Grove Auto
530-981-5164
[email protected]
[email protected]
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Performance figures are guidelines only, and actual performance may vary. Photos may not represent actual vehicles or exact configurations. Content based on report preparer’s input is subject to the accuracy of the input provided.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 2
Table of Contents
Dealership Information•
Window Sticker•
Standard Equipment•
Technical Specifications•
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 3
Dealership Information
***** IMPORTANT *****
Please review the Quote, "Window Sticker," and all included information and specifications for accuracy. If a purchase order is issued, please include a signed copy of this quote with the Window Sticker. By this quote being signed and returned by the purchasing agency, the purchasing agency acknowledges that the vehicle configuration and price are accurate.

The "Window Sticker" MSRP is for reference only and may not represent the final quoted price of the vehicle or optional equipment. Actual pricing may vary, see the Quote on page 1 for pricing.

Tax may not be included in the quote price. Purchasing agency is responsible for calculating tax. The tax rate is based on the registration address and cannot be a PO Box.

If the vehicle is going to be delivered beyond Sacramento, an additional delivery charge will be required.

Thanks!
Prepared By:

Aidan Barnhart
Winner Chevrolet / Elk Grove Auto
530-981-5164
[email protected]
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 4
Window Sticker

SUMMARY
[Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT
Interior:Black, Cloth seat trim
Exterior 1:Summit White
Exterior 2:No color has been selected.

Engine, none (electric drive unit)
Transmission, none (electric drive unit)

OPTIONS

CODE MODEL MSRP
1MC26 [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT

OPTIONS
2LT LT Preferred Equipment Group $0.00
AR9 Seats, front bucket $0.00
EKV Black, Cloth seat trim $0.00
EN0 Engine, none (electric drive unit) $0.00
GAZ Summit White $0.00
MF1 Transmission, none (electric drive unit) $0.00
PSC Dual Level Charge Cord, dual-mode, portable $0.00
QBX Tires, 255/60R19 all-season blackwall $0.00
RT9 Wheels, 19" (48.3 cm) machined-face aluminum $0.00
VK3 License plate front mounting package $40.00
VQ2 Fleet processing option $0.00
YF5 Emissions, California state requirements $500.00

FUEL ECONOMY
Est City:N/A
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 5
Est Highway:N/A
Est Highway Cruising Range:N/A
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 6
Standard Equipment
Package
Chevy Safety Assist includes Automatic Emergency Braking, Front Pedestrian Braking, Lane Keep Assist with Lane Departure Warning, (UE4) Following Distance Indicator, (UEU) Forward Collision Alert and (TQ5) IntelliBeam (Automatic Emergency Braking replaced by (UGN) Enhanced Automatic Emergency Braking. Front Pedestrian Braking replaced by (UKT) Front Pedestrian and Bicyclist Braking. Lane Keep Assist with Lane Departure Warning replaced by (UKM) Enhanced Lane Keep Assist with Lane Departure Warning.) Mechanical
Engine, none (electric drive unit) (STD)
Dual Level Charge Cord, dual-mode, portable 120-volt (1.4 kW) and 240-volt (7.7 kW) capability, swappable NEMA 5-15 and NEMA 14-50 plugs with SAE J1772 vehicle connection (STD) Transmission, none (electric drive unit) (STD)
Emission system zero emission vehicle (ZEV)
Electronic Precision Shift
Propulsion, front wheel drive (FWD)
Suspension, Ride and Handling
GVWR, 6283 lbs. (2850 kg)
Brakes, 4-wheel antilock disc
Brake rotor, FNC
Brake lining, non-asbestos, organic
Battery Pack, Propulsion, 85 kWh Battery Rated Energy, 150 kW DC fast charging capable AC Charging, 11.5 kW capable
Charge port door, power open/close
Vehicle-to-home (V2H) all V2H-capable GM EV's can provide power to your properly equipped home in a blackout (The GM Energy PowerShift Charger and GM Energy V2H Enablement Kit requires an adequately charged and properly equipped GM EV having bidirectional charging capabilities, a properly equipped home, and proper grid interconnection. Some eligible 24MY EVs will require a dealership or over-the-air update to enable bidirectional charging. Weather conditions, life of the battery, vehicle variation and usage, and other external factors may impact the duration of power supply. Power supply may be interrupted. It is not recommended that the following devices be powered with the GM Energy PowerShift Charger and V2H Enablement Kit: Medical Devices.)
Exterior
Wheels, 19" (48.3 cm) machined-face aluminum with painted pockets (STD) Tires, 255/60R19 all-season blackwall includes (KTI) tire inflator kit (STD) Tire, spare, none
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 7
Exterior
Tire inflator kit (Included and only available with (QBX) 255/60R19 all-season blackwall tires.) Molding, door upper, low gloss Black
Grille, body color
Headlamps, LED
IntelliBeam, auto high beam
Mirror caps, body-color
Mirrors, outside power-adjustable
Glass, rear, deep tint
Wipers, front intermittent
Liftgate, manual
Entertainment
Audio System, 17.7" diagonal advanced color LCD display with Google built-in compatibility (select service plan required, terms and limitations apply), including navigation capability, connected apps, personalized profiles for each driver's settings, and Natural Voice Recognition
Audio system feature, 6-speaker system
SiriusXM with 360L Trial Subscription. SiriusXM with 360L transforms your customers' ride with our most extensive and personalized radio experience on the road (IMPORTANT: The SiriusXM trial subscription is not provided on vehicles that are ordered for Fleet Daily Rental ("FDR") use. Trial subscription is subject to the SiriusXM Customer Agreement and privacy policy, visit www.siriusxm.com which includes full terms and how to cancel. All fees, content, features, and availability are subject to change. Some features require GM connected vehicle services.)
Google Automotive Services capable
5G vehicle connectivity (Terms and limitations apply. See onstar.com or dealer for details.) Wi-Fi Hotspot capable (Terms and limitations apply. See onstar.com or dealer for details.) Interior
Seats, front bucket (STD)
Seat trim, Cloth
Seat adjuster, driver 6-way manual
Seat adjuster, front passenger 6-way manual
Seat, rear 60/40-split, fold-flat
Floor mats, front, carpeted (Deleted when LPO floor mats/liners are ordered.) Floor mats, rear, carpeted (Deleted when LPO floor mats/liners are ordered.) Steering column, tilt and telescopic
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 8
Interior
Steering wheel, urethane
Driver Information Center, 11" diagonal display
Traffic Sign Recognition
Window, power, driver, express up and down
Window, power, front passenger with express down
Remote Start, smartphone app capable
Adaptive Cruise Control
Theft deterrent system, unauthorized entry
USB ports, 2 type-C, located forward of cupholders
USB port, type-C, located within the center console armrest bin USB ports, 2 type-C, located on back of center console, charge-only Power outlet, 12-volt, located in center console compartment Air conditioning, single-zone automatic climate control Defogger, rear-window electric
Cabin air filter, pollutant
Mirror, inside rearview manual day/night
Safety-Mechanical
Enhanced Automatic Emergency Braking
Intersection Automatic Emergency Braking
Rear Cross Traffic Braking
Reverse Automatic Braking
Front Pedestrian and Bicyclist Braking
StabiliTrak, stability control system
Safety-Exterior
Daytime Running Lamps
Safety-Interior
Airbags, frontal knee and seat-mounted side-impact for driver and front passenger, and roof-rail mounted head- curtain for outboard seating positions. Includes Passenger Sensing System for front passenger (Always use seat belts and child restraints. Children are safer when properly secured in a rear seat in the appropriate child restraint. See the Owner's Manual for more information.) Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 9
Safety-Interior
OnStar services capable (See onstar.com for details and limitations. Services vary by model. Service plan required.)
OnStar Basics (OnStar Fleet Basics for Fleet) Drive confidently with core OnStar services including remote commands, built-in voice assistance, real-time traffic and navigation, and Automatic Crash Response to help if you're in need. (Requires (UE1) OnStar. OnStar Basics includes remote commands, Navigation, Voice Assistance, and Automatic Crash Response, for eligible vehicles with compatible software. OnStar Basics is standard for 8 years; OnStar plan, working electrical system, cell reception and GPS signal required. OnStar links to emergency services. Service coverage varies with conditions and location. Service availability, features and functionality vary by device and software version. See onstar.com for details and limitations.) Rear Park Assist (Upgraded to (UKZ) Enhanced Automatic Park Assist when (WK7) Super Cruise Package is ordered.)
HD Surround Vision
Rear Pedestrian Alert
Blind Zone Steering Assist
Side Bicyclist Alert
Lane Keep Assist with Lane Departure Warning (Replaced with (UKL) Super Cruise when (WK7) Super Cruise Package is ordered.)
Following Distance Indicator
Forward Collision Alert
LED Reflective Windshield Collision Alert
Safety Alert Seat
Seat belt indicators, driver, front passenger and rear passengers Buckle to Drive prevents vehicle from being shifted out of Park until driver seat belt is fastened; times out after 20 seconds and encourages seat belt use
Door locks, rear child security
LATCH system (Lower Anchors and Tethers for CHildren), for child restraint seats Rear Seat Reminder
Tire Fill Alert
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 10

WARRANTY
Warranty Note: <<< Preliminary 2026 Warranty >>>
Basic Years: 3
Basic Miles/km: 36,000
Corrosion Years (Rust-Through): 6
Corrosion Years: 3
Corrosion Miles/km (Rust-Through): 100,000
Corrosion Miles/km: 36,000
Hybrid/Electric Components Years: 8
Hybrid/Electric Components Miles/km: 100,000
Roadside Assistance Years: 5
Roadside Assistance Miles/km: 60,000
Roadside Assistance Note: Towing: 8 Years/100,000 Miles Maintenance Note: First Visit: 12 Months/12,000 Miles
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 11
Technical Specifications
Powertrain
Transmission
Drivetrain Front Wheel Drive Trans Order Code MF1
Trans Type 1 Trans Description Cont. N/A
Trans Description Cont. Again N/A First Gear Ratio (:1) N/A Reverse Ratio (:1) N/A Clutch Size N/A
Final Drive Axle Ratio (:1) 11.59 Transfer Case Gear Ratio (:1), High N/A Transfer Case Gear Ratio (:1), Low N/A
Mileage
EPA Fuel Economy Est - Hwy N/A Cruising Range - City N/A EPA Fuel Economy Est - City N/A Fuel Economy Est-Combined N/A Cruising Range - Hwy N/A EPA MPG Equivalent - City 114
EPA MPG Equivalent - Hwy 95 Estimated Battery Range 312 mi Engine
Engine Order Code EN0 Engine Type Electric
Displacement N/A Fuel System Electric
SAE Net Horsepower @ RPM 220 SAE Net Torque @ RPM 243
Electrical
Cold Cranking Amps @ 0° F (Primary) N/A Maximum Alternator Capacity (amps) N/A Cooling System
Total Cooling System Capacity N/A
Vehicle
Emissions
Tons/yr of CO2 Emissions @ 15K mi/year N/A EPA Greenhouse Gas Score 10 Vehicle
EPA Classification Small Sport Utility
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 12
Vehicle
Vehicle
Vehicle 2WD
Chassis
Weight Information
Base Curb Weight 5009 lbs Curb Weight - Front N/A
Curb Weight - Rear N/A Maximum Payload Capacity N/A
Curb Weight N/A Total Option Weight 0.00 lbs
Trailering
Dead Weight Hitch - Max Trailer Wt. N/A Dead Weight Hitch - Max Tongue Wt. N/A Wt Distributing Hitch - Max Trailer Wt. N/A Wt Distributing Hitch - Max Tongue Wt. N/A Maximum Trailering Capacity N/A
Suspension
Suspension Type - Front 5-link independent Suspension Type - Rear 5-link independent Suspension Type - Front (Cont.) N/A Suspension Type - Rear (Cont.) N/A Shock Absorber Diameter - Front N/A Shock Absorber Diameter - Rear N/A Stabilizer Bar Diameter - Front N/A Stabilizer Bar Diameter - Rear N/A Tires
Front Tire Order Code QBX Rear Tire Order Code QBX
Spare Tire Order Code N/A Front Tire Size 255/60R19
Rear Tire Size 255/60R19 Spare Tire Size N/A
Wheels
Front Wheel Size 19 x -TBD- in Rear Wheel Size 19 x -TBD- in Spare Wheel Size N/A Front Wheel Material Aluminum
Rear Wheel Material Aluminum Spare Wheel Material N/A
Steering
Steering Type Continuously
Variable Electric
Steering Ratio (:1), Overall 18.46
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 13
Chassis
Steering
Power (EPS)
Lock to Lock Turns (Steering) N/A Turning Diameter - Curb to Curb N/A Turning Diameter - Wall to Wall 39.7 ft
Brakes
Brake Type Pwr Brake ABS System 4-Wheel
Brake ABS System (Second Line) N/A Disc - Front (Yes or ) Yes Disc - Rear (Yes or ) Yes Front Brake Rotor Diam x Thickness 12.5 x -TBD - in Rear Brake Rotor Diam x Thickness 13.6 x -TBD - in Drum - Rear (Yes or ) N/A Rear Drum Diam x Width N/A
Fuel Tank
Fuel Tank Capacity, Approx N/A Aux Fuel Tank Capacity, Approx N/A Dimensions
Interior Dimensions
Passenger Capacity 5 Passenger Volume N/A
Front Head Room 40.88 in Front Leg Room 44.2 in
Front Shoulder Room 58.7 in Front Hip Room 57.4 in
Second Head Room 38.1 in Second Leg Room 38.92 in
Second Shoulder Room 58.33 in Second Hip Room 53.79 in
Exterior Dimensions
Wheelbase 121.8 in Length, Overall 192.23 in
Width, Max w/o mirrors 78.02 in Height, Overall 65.05 in Track Width, Front 65.9 in Track Width, Rear 65.9 in
Min Ground Clearance 7.97 in Rear Door Opening Height N/A Rear Door Opening Width N/A Liftover Height 29.82 in
Cargo Area Dimensions
Cargo Area Length @ Floor to Seat 1 N/A Cargo Area Length @ Floor to Seat 2 N/A Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MC26) FWD 4dr LT ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 14
Dimensions
Cargo Area Dimensions
Cargo Area Length @ Floor to Seat 3 N/A Cargo Area Width @ Beltline N/A Cargo Box Width @ Wheelhousings N/A Cargo Box (Area) Height N/A Cargo Volume to Seat 1 59.1 ft³ Cargo Volume to Seat 2 25.5 ft³ Cargo Volume to Seat 3 N/A
Winner Chevrolet DATE March 11, 2026
Quotation # 10329A
TO: CITY OF CARSON FAN # 871220
(530) 981-5164 701 E Carson St
Carson, CA 90745
Freddy Loza Prepared by: Aidan Barnhart
(310) 847-3531
[email protected]
Comments or special instructions: Vehicle build and options are in additional pages.

AMOUNT
44,650.00$
(500.00)$
1,535.00$
2 Additional Key/Fobs 800.00$
4,145.00$
50,630.00$
DOC Fee 85.00$
Taxable Subtotal: 50,715.00$

10.500% 5,325.08$
Tire Fee: 7.00$
Fuel: -$
750.00$
Total: 56,797.08$
QTY 1 Grand Total 56,797.08$
If you have any questions concerning this quotation, contact Aidan Barnhart at (530) 981-5164 or email at [email protected]
CLIN 4 - Blazer EV
Upgrade to 2026 RS
Delivery Charge:
**** specs with the PO or the vehicle will not be ordered. **** Subtotal
**** Please review, sign, and return a copy of the quote and **** Dana Safety Supply upfit (per Estimate# 613170)
___________________________________________________
7220 Fawn Way,
Sacramento, CA 95823
State Contract # 1-25-23-01P
****Shipping charge added for deliveries beyond Sacramento. No charge for will call.**** CA Tire Fee: $1.75 / Per Tire
Tax Rate (subject to change):

Description
Options (refer to window sticker):
(Order Acknowledgment Signature) (Date)
THANK YOU FOR YOUR BUSINESS!!

800-845-0045Telephone:

DANA SAFETY SUPPLY, INC
500 S EDWARDIA DR
GREENSBORO, NC 27409

ELK GROVE AUTO COMPANY
8575 Laguna Grove Dr
Elk Grove, CA 95757
(For Pickup - ROSE)

ROSEVILLE WAREHOUSE
1030 Winding Creek Rd Ste 100
Roseville, CA 95678
Sales Quote
613170
ELKGROVAGCustomer No.

Sales Quote No.

Ship ToBill To
Contact:

Telephone: Telephone:

VEHICLE INFORMATION
Warehouse: ROSE
2026 CHEVY BLAZER EV
1 1 N INFOa7E20VZ396 613170
ROOF
Warehouse: ROSE
1 1 Y RX8SP3Aa7E20VZJ1Q 613170
WEC JUSTICE WECANX DUO, 50" AMBER W/ WHITE

OVERRIDE
Warehouse: ROSE
50" JUSTICE WCX DUO - AMBER/WHITE
1 1 Y MISCa7E20W123I 613170
WHELEN (MKAJ111) ADJ LIGHTBAR MOUNT KIT #111 BLAZER
EV
Warehouse: ROSE
1 1 N INFOa7E20W24LD 613170

CONSOLE
Warehouse: ROSE
02/05/26
03:28:57 PM
1Page No.

Print Time
Print Date
Continued on Next Page
a7E20W24LD 613170

800-845-0045Telephone:

DANA SAFETY SUPPLY, INC
500 S EDWARDIA DR
GREENSBORO, NC 27409

ELK GROVE AUTO COMPANY
8575 Laguna Grove Dr
Elk Grove, CA 95757
(For Pickup - ROSE)

ROSEVILLE WAREHOUSE
1030 Winding Creek Rd Ste 100
Roseville, CA 95678
Sales Quote
613170
ELKGROVAGCustomer No.

Sales Quote No.

Ship ToBill To
Contact:

Telephone: Telephone:

MOUNTED ON DASH NEAR STEERING WHEEL
*FINAL MOUNTING LOCATION TBD*
1 1 Y INSTALL KITa7E20X3MK8 613170
MISC INSTALLATION SUPPLIES I.E.

Warehouse: ROSE

LOOM, WIRE, HARDWARE, CONNECTORS, ETC
************************************************
1 1 Y INSTALLa7E20X3VQ3 613170

DSS INSTALLATION OF EQUIPMENT
Warehouse: ROSE
1 1 N FREIGHTa7E20X47ON 613170

INCOMING FREIGHT - WILL BE ADDED TO INVOICE
Warehouse: ROSE
Approved By:

Approve All Items & Quantities
Quote Good for 30 Days
02/05/26
03:28:57 PM
2Page No.

Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

The "Window Sticker" MSRP is for reference only and may not represent the final quoted price of the vehicle or optional equipment. Actual pricing may vary, see the Quote on page 1 for pricing.

Tax may not be included in the quote price. Purchasing agency is responsible for calculating tax. The tax rate is based on the registration address and cannot be a PO Box.

If the vehicle is going to be delivered beyond Sacramento, an additional delivery charge will be required.

Thanks!
Prepared By:

Aidan Barnhart
Winner Chevrolet / Elk Grove Auto
530-981-5164
[email protected]
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 4
Window Sticker

SUMMARY
[Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS
Interior:Black, Perforated suede/Evotex seat trim
Exterior 1:Polar White Tricoat
Exterior 2:No color has been selected.

Engine, none (electric drive unit)
Transmission, none (electric drive unit)

OPTIONS

CODE MODEL MSRP
1MD26 [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS

OPTIONS
1RS RS Preferred Equipment Group $0.00
AR9 Seats, front bucket $0.00
EMG Black, Perforated suede/Evotex seat trim $0.00
EN0 Engine, none (electric drive unit) $0.00
G4J Polar White Tricoat $995.00
MF1 Transmission, none (electric drive unit) $0.00
PSC Dual Level Charge Cord, dual-mode, portable $0.00
QTC Tires, 275/45R21 all-season self-sealing, blackwall $0.00 RHR Wheels, 21" (53.3 cm) machined-face aluminum $0.00
VK3 License plate front mounting package $40.00
VQ2 Fleet processing option $0.00
YF5 Emissions, California state requirements $500.00

FUEL ECONOMY
Est City:N/A
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 5
Est Highway:N/A
Est Highway Cruising Range:N/A
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 6
Standard Equipment
Package
Chevy Safety Assist includes Automatic Emergency Braking, Front Pedestrian Braking, Lane Keep Assist with Lane Departure Warning, (UE4) Following Distance Indicator, (UEU) Forward Collision Alert and (TQ5) IntelliBeam (Automatic Emergency Braking replaced by (UGN) Enhanced Automatic Emergency Braking. Front Pedestrian Braking replaced by (UKT) Front Pedestrian and Bicyclist Braking. Lane Keep Assist with Lane Departure Warning replaced by (UKM) Enhanced Lane Keep Assist with Lane Departure Warning.) Mechanical
Engine, none (electric drive unit) (STD)
Dual Level Charge Cord, dual-mode, portable 120-volt (1.4 kW) and 240-volt (7.7 kW) capability, swappable NEMA 5-15 and NEMA 14-50 plugs with SAE J1772 vehicle connection (STD) Transmission, none (electric drive unit) (STD)
Emission system zero emission vehicle (ZEV)
Electronic Precision Shift
Propulsion, front wheel drive (FWD)
Trailering provisions, wiring
Hitch Guidance
Hitch View
Suspension, Ride and Handling
GVWR, 6283 lbs. (2850 kg)
Brakes, 4-wheel antilock disc
Brake rotor, FNC
Brake lining, non-asbestos, organic
Battery Pack, Propulsion, 85 kWh Battery Rated Energy, 150 kW DC fast charging capable AC Charging, 11.5 kW capable
Charge port door, power open/close
Vehicle-to-home (V2H) all V2H-capable GM EV's can provide power to your properly equipped home in a blackout (The GM Energy PowerShift Charger and GM Energy V2H Enablement Kit requires an adequately charged and properly equipped GM EV having bidirectional charging capabilities, a properly equipped home, and proper grid interconnection. Some eligible 24MY EVs will require a dealership or over-the-air update to enable bidirectional charging. Weather conditions, life of the battery, vehicle variation and usage, and other external factors may impact the duration of power supply. Power supply may be interrupted. It is not recommended that the following devices be powered with the GM Energy PowerShift Charger and V2H Enablement Kit: Medical Devices.)
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 7
Exterior
Wheels, 21" (53.3 cm) machined-face aluminum with Black painted pockets (STD) Tires, 275/45R21 all-season self-sealing, blackwall (STD) Tire, spare, none
Roof color, Black (Included with all RS/SS exterior colors except (GBA) Black.) Roof rails, high gloss Black
Molding, door upper, high gloss Black, and belt, low gloss Black Grille, Black
Grille light bar, LED
Headlamps, LED
IntelliBeam, auto high beam
Lighting, exterior choreography approach, walk-away, and charging Mirror caps, high gloss Black
Mirrors, outside heated, power-adjustable, power-folding, driver-side auto-dimming with turn signal indicators Glass, rear, deep tint
Wipers, front intermittent, Rainsense
AutoSense Power Liftgate, programmable, hands free
Entertainment
Audio System, 17.7" diagonal advanced color LCD display with Google built-in compatibility (select service plan required, terms and limitations apply), including navigation capability, connected apps, personalized profiles for each driver's settings, and Natural Voice Recognition
Audio system feature, 6-speaker system
SiriusXM with 360L Trial Subscription. SiriusXM with 360L transforms your customers' ride with our most extensive and personalized radio experience on the road (IMPORTANT: The SiriusXM trial subscription is not provided on vehicles that are ordered for Fleet Daily Rental ("FDR") use. Trial subscription is subject to the SiriusXM Customer Agreement and privacy policy, visit www.siriusxm.com which includes full terms and how to cancel. All fees, content, features, and availability are subject to change. Some features require GM connected vehicle services.)
Google Automotive Services capable
5G vehicle connectivity (Terms and limitations apply. See onstar.com or dealer for details.) Wi-Fi Hotspot capable (Terms and limitations apply. See onstar.com or dealer for details.) Interior
Seats, front bucket (STD)
Seat trim, Perforated suede/Evotex
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 8
Interior
Seats, heated driver and front passenger cushion and seatback Seats, ventilated driver and front passenger
Seat adjuster, driver 8-way power
Seat adjuster, driver 2-way power lumbar
Seat adjuster, front passenger 6-way power
Seat adjuster, front passenger 2-way power lumbar
Driver memory, recalls driver "presets" for power driver seat and outside mirrors Seat, rear 60/40-split, fold-flat
Floor mats, front, carpeted (Deleted when LPO floor mats/liners are ordered.) Floor mats, rear, carpeted (Deleted when LPO floor mats/liners are ordered.) Steering column, tilt and telescopic
Steering wheel, wrapped, flat-bottom
Steering wheel, heated
Driver Information Center, 11" diagonal display
Traffic Sign Recognition
Window, power, driver, express up and down
Window, power, front passenger with express down
Remote Start, smartphone app capable
Universal Home Remote includes garage door opener, programmable Adaptive Cruise Control
Theft deterrent system, unauthorized entry
Wireless Phone Charging
USB ports, 2 type-C, located forward of cupholders
USB port, type-C, located within the center console armrest bin USB ports, 2 type-C, located on back of center console, charge-only Power outlet, 12-volt, located in center console compartment Air conditioning, dual-zone automatic climate control
Defogger, rear-window electric
Cabin air filter, pollutant
Mirror, inside rearview auto-dimming
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 9
Interior
Lighting, interior, ambient, multi-color
Safety-Mechanical
Enhanced Automatic Emergency Braking
Intersection Automatic Emergency Braking
Rear Cross Traffic Braking
Reverse Automatic Braking
Front Pedestrian and Bicyclist Braking
StabiliTrak, stability control system
Safety-Exterior
Daytime Running Lamps
Safety-Interior
Airbags, frontal knee and seat-mounted side-impact for driver and front passenger, and roof-rail mounted head- curtain for outboard seating positions. Includes Passenger Sensing System for front passenger (Always use seat belts and child restraints. Children are safer when properly secured in a rear seat in the appropriate child restraint. See the Owner's Manual for more information.) OnStar services capable (See onstar.com for details and limitations. Services vary by model. Service plan required.)
OnStar Basics (OnStar Fleet Basics for Fleet) Drive confidently with core OnStar services including remote commands, built-in voice assistance, real-time traffic and navigation, and Automatic Crash Response to help if you're in need. (Requires (UE1) OnStar. OnStar Basics includes remote commands, Navigation, Voice Assistance, and Automatic Crash Response, for eligible vehicles with compatible software. OnStar Basics is standard for 8 years; OnStar plan, working electrical system, cell reception and GPS signal required. OnStar links to emergency services. Service coverage varies with conditions and location. Service availability, features and functionality vary by device and software version. See onstar.com for details and limitations.) Rear Park Assist (Upgraded to (UKZ) Enhanced Automatic Park Assist when (WK7) Super Cruise Package is ordered.)
HD Surround Vision
Rear Pedestrian Alert
Blind Zone Steering Assist
Side Bicyclist Alert
Lane Keep Assist with Lane Departure Warning (Replaced with (UKL) Super Cruise when (WK7) Super Cruise Package is ordered.)
Following Distance Indicator
Forward Collision Alert
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 10
Safety-Interior
LED Reflective Windshield Collision Alert (Replaced with (UV6) Head-Up Display when (ZL5) RS Convenience and Drive Confidence Package is ordered.)
Safety Alert Seat
Seat belt indicators, driver, front passenger and rear passengers Buckle to Drive prevents vehicle from being shifted out of Park until driver seat belt is fastened; times out after 20 seconds and encourages seat belt use
Door locks, rear child security
LATCH system (Lower Anchors and Tethers for CHildren), for child restraint seats Rear Seat Reminder
Tire Fill Alert

WARRANTY
Warranty Note: <<< Preliminary 2026 Warranty >>>
Basic Years: 3
Basic Miles/km: 36,000
Corrosion Years (Rust-Through): 6
Corrosion Years: 3
Corrosion Miles/km (Rust-Through): 100,000
Corrosion Miles/km: 36,000
Hybrid/Electric Components Years: 8
Hybrid/Electric Components Miles/km: 100,000
Roadside Assistance Years: 5
Roadside Assistance Miles/km: 60,000
Roadside Assistance Note: Towing: 8 Years/100,000 Miles Maintenance Note: First Visit: 12 Months/12,000 Miles
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 11
Technical Specifications
Powertrain
Transmission
Drivetrain Front Wheel Drive Trans Order Code MF1
Trans Type 1 Trans Description Cont. N/A
Trans Description Cont. Again N/A First Gear Ratio (:1) N/A Reverse Ratio (:1) N/A Clutch Size N/A
Final Drive Axle Ratio (:1) 11.59 Transfer Case Gear Ratio (:1), High N/A Transfer Case Gear Ratio (:1), Low N/A
Mileage
EPA Fuel Economy Est - Hwy N/A Cruising Range - City N/A EPA Fuel Economy Est - City N/A Fuel Economy Est-Combined N/A Cruising Range - Hwy N/A EPA MPG Equivalent - City 114
EPA MPG Equivalent - Hwy 95 Estimated Battery Range 312 mi Engine
Engine Order Code EN0 Engine Type Electric
Displacement N/A Fuel System Electric
SAE Net Horsepower @ RPM 220 SAE Net Torque @ RPM 243
Electrical
Cold Cranking Amps @ 0° F (Primary) N/A Maximum Alternator Capacity (amps) N/A Cooling System
Total Cooling System Capacity N/A
Vehicle
Emissions
Tons/yr of CO2 Emissions @ 15K mi/year N/A EPA Greenhouse Gas Score 10 Vehicle
EPA Classification Small Sport Utility
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 12
Vehicle
Vehicle
Vehicle 2WD
Chassis
Weight Information
Base Curb Weight 5084 lbs Curb Weight - Front N/A
Curb Weight - Rear N/A Maximum Payload Capacity N/A
Curb Weight N/A Total Option Weight 0.00 lbs
Trailering
Dead Weight Hitch - Max Trailer Wt. 1500 lbs Dead Weight Hitch - Max Tongue Wt. 150 lbs Wt Distributing Hitch - Max Trailer Wt. N/A Wt Distributing Hitch - Max Tongue Wt. N/A Maximum Trailering Capacity N/A
Suspension
Suspension Type - Front 5-link independent Suspension Type - Rear 5-link independent Suspension Type - Front (Cont.) N/A Suspension Type - Rear (Cont.) N/A Shock Absorber Diameter - Front N/A Shock Absorber Diameter - Rear N/A Stabilizer Bar Diameter - Front N/A Stabilizer Bar Diameter - Rear N/A Tires
Front Tire Order Code QTC Rear Tire Order Code QTC
Spare Tire Order Code N/A Front Tire Size 275/45R21
Rear Tire Size 275/45R21 Spare Tire Size N/A
Wheels
Front Wheel Size 21 x -TBD- in Rear Wheel Size 21 x -TBD- in Spare Wheel Size N/A Front Wheel Material Aluminum
Rear Wheel Material Aluminum Spare Wheel Material N/A
Steering
Steering Type Continuously
Variable Electric
Steering Ratio (:1), Overall 18.46
Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Jan 23, 2026 Page 13
Chassis
Steering
Power (EPS)
Lock to Lock Turns (Steering) N/A Turning Diameter - Curb to Curb N/A Turning Diameter - Wall to Wall 39.7 ft
Brakes
Brake Type Pwr Brake ABS System 4-Wheel
Brake ABS System (Second Line) N/A Disc - Front (Yes or ) Yes Disc - Rear (Yes or ) Yes Front Brake Rotor Diam x Thickness 12.5 x -TBD - in Rear Brake Rotor Diam x Thickness 13.6 x -TBD - in Drum - Rear (Yes or ) N/A Rear Drum Diam x Width N/A
Fuel Tank
Fuel Tank Capacity, Approx N/A Aux Fuel Tank Capacity, Approx N/A Dimensions
Interior Dimensions
Passenger Capacity 5 Passenger Volume N/A
Front Head Room 40.88 in Front Leg Room 44.2 in
Front Shoulder Room 58.7 in Front Hip Room 57.4 in
Second Head Room 38.1 in Second Leg Room 38.92 in
Second Shoulder Room 58.33 in Second Hip Room 53.79 in
Exterior Dimensions
Wheelbase 121.8 in Length, Overall 192.23 in
Width, Max w/o mirrors 78.02 in Height, Overall 65.05 in Track Width, Front 65.9 in Track Width, Rear 65.9 in
Min Ground Clearance 7.97 in Rear Door Opening Height N/A Rear Door Opening Width N/A Liftover Height 29.82 in
Cargo Area Dimensions
Cargo Area Length @ Floor to Seat 1 N/A Cargo Area Length @ Floor to Seat 2 N/A Winner Chevrolet / Elk Grove Auto
Aidan Barnhart | 530-981-5164 | [email protected] Vehicle: [Fleet] 2026 Chevrolet Blazer EV (1MD26) FWD 4dr RS ( Complete ) This document contains information considered Confidential between GM and its Clients uniquely. The information provided is not intended for public disclosure. Prices, specifications, and availability are subject to change without notice, and do not include certain fees, taxes and charges that may be required by law or vary by manufacturer or region.

Data Version: 27568. Data Updated: Jan 22, 2026 6:48:00 PM PST.

Cash
Discount:

For payment
within:

Contact Line
Item # (CLIN)
Commodity Description
(Minimum Requirements)
UNSPSC
Code Make Model *CARB-Aligned* Unit of Measure Quantity in Unit of Measure Contract Price
1 Cargo Van, 2-Passenger, 150 in. WB,
250 Mile Range, ELECTRIC Vehicle in
accordance with specification 2310-BS-
0194616-1.
25101505 BRIGHTDROP ZEVO 400 *No* Each 1 $87,275.00
2 Cargo Van, 2-Passenger, 180 in. WB,
150 Mile Range, ELECTRIC Vehicle in
accordance with specification 2310-BS-
0194616-1.
25101505 BRIGHTDROP ZEVO 600 *No* Each 1 $78,206.00
3 Cargo Van, 2-Passenger, 180 in. WB,
250 Mile Range, ELECTRIC Vehicle in
accordance with specification 2310-BS-
0194616-1.
25101505 BRIGHTDROP ZEVO 600 *No* Each 1 $88,728.00
4 Small Sport Utility, 5-Passenger, 200
Mile Range, ELECTRIC Vehicle in
accordance with specification 2310-BS-
0194616-1.
25101507 CHEVROLET BLAZER EV *No* Each 1 $44,650.00
5 Cargo Van, 150 in. WB, Conventional
Cab, 10000 lb. GVWR, 100 Mile Range,
ELECTRIC Vehicle in accordance with
specification 2320-BS-0194616-2.
25101519 BRIGHTDROP ZEVO 400 *N/A* Each 1 $77,751.00
Description Unit of Measure
(UOM)
Quantity in
Unit of
Measure
Make Model Manufacturer Contract Unit Price
Additional
options, (cost
plus)
various various n/a n/a n/a 10%
Removal of
options, (cost
minus)
various various n/a n/a n/a 10%
Statewide Contract 1-25-23-01P, Alternative Fuel Vehicles Attachment A - Contract Pricing, *Supplement 3 09/04/2025* End of Sheet
Contractor: Winner Chevrolet
Prompt Payment Terms
500
20 DAYS
The following items are applicable for options only.
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Page 1 ends

Carson City CouncilApril 7, 2026

Carson City Council
April 7, 2026