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Cathedral City City Council
October 12, 2022

Document
City Clerk
Meeting
October 12, 2022
Body
Cathedral City City Council
Original file
138 KB
Text extracted from the city's file for reading and search. Open the original on cathedralcity.primegov.com. That file is the official record.

Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media
Options
Image:

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

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

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

City Clerk CC-001
Audio or Video Recordings: City Council,
Architectural Review Committee, Finance
Advisory Committee, Historic Preservation
Committee, Mobile Home Fair Practices
Commission, Oversight Board, Parks &
Community Events Commission, Planning
Commission, Public Arts Commission,
Redevelopment Agency, Successor Agency,
Transportation Commission, Task Forces
(Cannabis Task Force, Short Term Vacation
Rentals Task Force, etc.)
Minimum 2
years Mag, OD
Department preference; Audio Required for
30 days; GC §54953.5(b); video tapes of
meetings are required for 90 days; GC
§34090.6
City Clerk CC-002
Affidavits of Publications / Affidavits of
Posting Notices / Legal Advertising /
Notices / Proofs of Publications / Public
Hearing Notices
2 years Mag, 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, 54960.1(c)(1)
City Clerk CC-003
Agenda Packets (includes Appeals): City
Council, Architectural Review Committee,
Finance Advisory Committee, Historic
Preservation Committee, Mobile Home Fair
Practices Commission, Oversight Board,
Parks & Community Events Commission,
Planning Commission, Public Arts
Commission, Redevelopment Agency,
Successor Agency, Transportation
Commission, Task Forces (Cannabis Task
Force, Short Term Vacation Rentals Task
Force, etc.)
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department preference; GC §34090

CITY CLERK
CATHEDRAL CITY, CA. ©1995-2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media
Options
Image:

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

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

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

CITY CLERK
City Clerk CC-004
Agreements & Contracts - ALL - Non-
Infrastructure that are NOT Imaged
includes all contractual obligations (e.g.

Amendments, Insurance Certificates, Scope
of Work or Successful Proposal)
Examples of NON-Infrastructure: Consulting,
disposal, City Manager employment contracts,
leases, loans, mutual aid, professional services,
services, etc.

Completion
+ 10 years
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S Yes: After

QC & OD
Department preference; Covers E&O Statute
of Limitations; Published Audit Standards=4-
7 years; Statute of Limitations: Contracts &
Spec's=4 years, Wrongful Death=comp. + 5
years, Developers=comp. + 10 years;
Statewide guidelines propose termination +
5 years; CCP §337 et. seq., GC §34090
City Clerk CC-005
Agreements & Contracts - ALL - If Imaged,
Infrastructure, CIPs, MOUs, MOAs,
Settlement Agreements
includes all contractual obligations (e.g.

Amendments, Insurance Certificates, Scope
of Work or Successful Proposal)
Examples of Infrastructure: Architects, CalPERS,
CIPs (Capital Improvement Projects,) franchise
agreements, settlement agreements, subdivision
improvement agreements, development, Joint
Powers, MOUs, settlement, water rights, etc.

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

QC & OD
Department Preference; All infrastructure
contracts should be permanent for
emergency response; Statute of Limitations
is 4 years; 10 years for Errors & Omissions;
land records are permanent by law; CCP
§337 et. seq., GC §34090
City Clerk CC-006 Assessment Districts (Formation) P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department preference; GC §34090
City Clerk CC-007
Board & Commission / Committee
Applications, Recruitment (Successful and
Unsuccessful)
2 years Mag, Ppr Yes: After
QC & OD GC §34090
City Clerk CC-008 Board & Commission / Committee Maddy
Act Lists / Vacancy Notices 2 years Mag, Ppr Yes: After QC & OD GC §34090
City Clerk CC-009 City Articles of Incorporation P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department preference; GC §34090
CATHEDRAL CITY, CA. ©1995-2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media
Options
Image:

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

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

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

CITY CLERKCity Clerk CC-010 City Council, Mayor, Board & Commission Historical List of Members / Rosters P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department preference; GC §34090
City Clerk CC-011 Filing System / Subject Files / Function Filing System
Minimum 2
years Mag, Ppr Yes: After
QC & OD Department preference; GC §34090
City Clerk CC-012
FPPC Economic Interest Filings (FPPC 700
Series Forms - Statement of Economic
Interests): ALL
7 years Mag, Mfr,
OD, Ppr S / I Yes: After
2 years
City maintains original statements; GC
§81009(d)(e)(f)&(g)
City Clerk CC-013 FPPC Form 801 (Gift to Agency Report) 7 years Mag, Ppr S / I Yes: After 2 years Must post on website; GC §81009(e)
City Clerk CC-014 FPPC Form 802 (Event Ticket / Pass
Distributions Agency Report) 7 years Mag, Ppr S / I Yes: After 2 years
Should post on website for 4 years; GC
§81009(e)
City Clerk CC-015 FPPC Form 803 (Behested Payment
Report) 7 years Mag, Ppr S / I Yes: After
2 years GC §81009(e)
City Clerk CC-016 FPPC Form 806 (Agency Report of Public Official Appointments) 7 years Mag, Ppr S / I Yes: After 2 years
Must post on website; 2 CCR 18705.5; 2
CCR 18702.5(b)(3); GC §34090; GC
§81009(e)
City Clerk CC-017 FPPC Lobbyist Authorization / Reporting - FPPC Form 635 / 602 5 years Mag, Ppr Yes: After
2 years 2 CCR 18615(d); GC §34090
City Clerk CC-018
Campaign Filings (FPPC 400 Series Forms
& Form 501): UNSUCCESSFUL

CANDIDATES
5 years Mag, Mfr,
OD, Ppr S Yes: After
2 years
Paper must be retained for at least 2 years;
GC §81009(b)&(g)
City Clerk CC-019
Campaign Filings (FPPC 400 Series Forms
& Form 501): SUCCESSFUL
CANDIDATES (Elected Officials)
P Mag, Mfr,
OD, Ppr S Yes: After
2 years
Paper must be retained for at least 2 years;
GC §81009(b)&(g)
City Clerk CC-020
Campaign Filings (FPPC 400 Series
Forms): THOSE NOT REQUIRED TO FILE
ORIGINAL WITH CITY CLERK (copies)
4 years Mag, Ppr Yes: After
2 years
Paper must be retained for at least 2 years;
GC §81009(f)&(g)
City Clerk CC-021
Campaign Filings (FPPC 400 Series
Forms): OTHER COMMITTEES (PACS -
not candidate-controlled)
7 years Mag, Ppr Yes: After
2 years
Paper must be retained for at least 2 years;
GC §81009(c)&(g)

CITY CLERK ELECTIONS (CONSOLIDATED)
CATHEDRAL CITY, CA. ©1995-2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-4 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media
Options
Image:

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

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

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

CITY CLERK
City Clerk CC-022
Candidate File: Nomination Papers,
Candidate Statement Forms, etc. -

SUCCESSFUL CANDIDATES
Term of
Office + 4
years
Mag, Ppr Yes: After

QC & OD
Department Preference; Statewide
guidelines proposes 4 years for successful
candidates, 2 years for unsuccessful; CA law
states term of office and 4 years after the
expiration of term and does not delineate
between the two; EC §17100
City Clerk CC-023
Candidate File: Nomination Papers,
Candidate Statement Forms, etc. -

UNSUCCESSFUL CANDIDATES
Election + 4
years Mag, Ppr Yes: After

QC & OD
Statewide guidelines proposes 4 years for
successful candidates, 2 years for
unsuccessful; CA law states term of office
and 4 years after the expiration of term and
does not delineate between the two; EC
§17100
City Clerk CC-024
Elections - GENERAL, WORKING or
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 and Precinct Board Members,
Notices, Postings, etc.)
Minimum 2
years Mag, Ppr Yes: After
QC & OD GC §34090
City Clerk CC-025 Elections - Petitions (Initiative, Recall or Referendum)
Results + 8
months, or
Final
Examination
+ 1 year
after petition
examination
if petition is
insufficient
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
(End of Elections Section)
City Clerk CC-026
Harassment Prevention Training Certificates
/ Ethics Training Certificates (City Council,
all Boards & Commissions)
5 years Mag, Mfr,
OD, Ppr S Yes: After
QC'd & OD GC §§34090, 53235.2(b), 53237.2(b)
CATHEDRAL CITY, CA. ©1995-2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-5 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media
Options
Image:

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

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

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

CITY CLERK
City Clerk CC-027
Historical Records, Photographs, &
Historical Projects (e.g. City Anniversaries,
Incorporation, City Seal, Awards of
significant historical interest, Grand
Openings, etc.)
P Mag, Mfr,
OD, Ppr S Yes: After
QC'd & OD
City Clerk determines historical significance;
records can address a variety of subjects
and media. Some media (e.g. audio and
video tape) may be limited because of the
media's life expectancy; GC §34090
City Clerk CC-028
Minutes: City Council, Architectural Review
Committee, Finance Advisory Committee,
Historic Preservation Committee, Mobile
Home Fair Practices Commission, Oversight
Board, Parks & Community Events
Commission, Planning Commission, Public
Arts Commission, Redevelopment Agency,
Successor Agency, Transportation
Commission, Task Forces (Cannabis Task
Force, Short Term Vacation Rentals Task
Force, etc.)
P Mag, Mfr,
OD, Ppr S / I No GC §34090(e)
City Clerk CC-029 Oath of Office / Appointments: City Council, Boards and Commissions
Separation +
4 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC'd & OD
Department Preference; Statute of
Limitations: Public official misconduct is
discovery of offense + 4 years, GC
§§36507, 34090; PC §§801.5, 803(c); 29
USC 1113
City Clerk CC-030 Ordinances P Mag, Mfr,
OD, Ppr S / I No GC §34090(e)
City Clerk CC-031 Proclamations / Commendations /
Memoriums / Recognitions, etc. 2 years Mag, Ppr GC §34090 City Clerk CC-032 Public Records Requests / Subpoenas
Duces Tecum - Except Police and Fire 2 years Mag, Ppr GC §34090 City Clerk CC-033
Recorded Documents: Deeds, Easements,
Right of Ways, Abandonments / Vacation,
Liens / Lien Releases / Pendencies
P Mag, Mfr,
OD, Ppr S / I No GC §34090(a)
CATHEDRAL CITY, CA. ©1995-2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-6 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media
Options
Image:

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

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

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

CITY CLERKCity Clerk CC-034 Records Destruction Authorization Forms & Certifications (All Departments) 10 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC'd & OD Department preference; GC §34090
City Clerk CC-035
Resolutions: City Council, Planning
Commission, Redevelopment Agency,
Successor Agency
P Mag, Mfr,
OD, Ppr S / I No GC §34090(e)
City Clerk CC-036 Secretary of State Statement of Facts / Registry of Public Officials 2 years Mag, Ppr GC §34090 CATHEDRAL CITY, CA. ©1995-2022 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:

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