Agenda packet — Menifee City Council, July 17, 2024 (part 2 of 5)

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the National Opioid Abatement Trust for an approximate total of $38,384. Cities that elected to participate in the National Prescription Opiate Litigation have the option of providing services as a subrecipient or transferring funds to the County or another subrecipient. As a designated subrecipient, the City is required to submit an expenditure plan for the current fiscal year and usage report for the prior fiscal year annually to the State of California by September 30. Staff anticipate completing the usage report for the prior fiscal year by July 30, following the opening of the State submittal portal. The anticipated expenditure for the upcoming fiscal year will continue with the same percentage distributions as prior years as shown in Table 1 below.

In keeping with the terms of the Settlement Agreement, staff recommends utilizing the Settlement Funds for opioid prevention education and intervention programs reaching vulnerable populations including homeless and at-risk youth residing within the City. Additionally, a small portion of the funding could be dedicated to the City’s Trauma Intervention Program providing emotional care for families when opioid dependent individuals experience medical emergencies as outlined in the attached “List of Opioid Remediation Use.”
The State of California further requires that at least 50% of all Settlement Funds be allocated to what has been identified as High Impact Abatement Activities (HIAA) outlined in Section 1, Table 1 of “California Opioid Settlements Allowable Expenditures”. In keeping with these requirements, staff proposes concentrating the use of the Settlement Funds in the following areas:

1. Addressing the needs of communities of color and vulnerable populations (including sheltered and unsheltered homeless populations) that are disproportionately impacted by Substance Use Disorder.

2. Intervention to prevent drug addiction in vulnerable youth. Under the proposed plan, Menifee Police Department would utilize existing personnel to provide the identified programming in alignment with the Settlement Fund requirements as outlined in Table 1 below.

TABLE 1 – Funding Allocation Summary
Allocation Description % of
Funding
School Resource Officer
(SRO) Salary
Direct contact with students to initiate preventive
measures. Note: percentage allocation applies
solely to the portion of the SRO’s salary funded by
the City of Menifee.

Up to
10%
Police Community
Engagement Specialist
Salary
Engage in community outreach activities providing
opioid education and issuing Public Service
Announcements; and collaborate with SRO’s to
provide youth education.

Up to
10%
Homeless Liaison Officer
Salary
Make contact with the homeless population and
provide resources for opioid dependency
treatment.

Up to
10%
Item Title: 10.6
National Opiate Litigation Settlement Fund Allocation
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City of Menifee Staff Report
National Opiate Litigation Settlement Fund Allocation
July 17, 2024

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Community Behavioral
Assessment Team Salary
Work with at-risk or vulnerable populations in the
city to identify those dependent upon opioids and
connect them with needs resources/treatment
programs.

Up to
10%
Riverside University Health
Systems (RUHS)
Homeless Housing
Opportunities Partnership
and Education Contract
Contract with RUHS to identify opioid
dependency drug addiction cases in the
homeless population and provide resources and
treatment assistance.
5%
Trauma Intervention
Program Contract
Contract dealing with emotional care for family
members after opioid dependent individuals
have medical emergencies.
5%

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
Given that there are multiple Settlements providing varying levels of funding on an annual basis over the 15-year period, staff recommends programming the Settlement Funds as they are received. The fiscal impact associated with the acceptance of the Settlement Funds received through June 30, 2024, would result in an increase of $38,384.38 in federal grant revenue within the Grant Fund (2301-441000) and an appropriation in expenditures to the National Opioid Settlement for Menifee Police Department within the Grant Fund (2301-MPD-658165). No match by the City would be required.

Payment Type Allocation Amount Status Funding Received* Distributor Year 3 $15,444.88 Paid 8/2/2023
Distributor Year 4 $8,676.56 Paid 4/30/2024
Janssen Year 3 $10,897.84 Paid 7/20/2023
National Opioid Abatement Trust $3,365.10 Paid 11/9/2023 TOTAL $38,384.38
*Settlement funds must be expended within five years of receipt or transferred to the state.

ATTACHMENTS

1. List of Opioid Remediation Uses

2. Budget Amendment Resolution
Item Title: 10.6
National Opiate Litigation Settlement Fund Allocation
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RESOLUTION NO. 24-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING THE FISCAL YEAR 2024/25 OPERATING BUDGET
WHEREAS, the City of Menifee, California, adopted a budget for Fiscal Year 2023/24 and Fiscal Year 2024/25 with Resolution 23-1341 on June 21st, 2023; and WHEREAS, from time to time the City of Menifee receives unanticipated revenues, experiences unanticipated expenditures, and/or identifies alternative funding sources; and WHEREAS, it is in the best interest of the citizens of the City of Menifee to allocate budget resources to continue the operations of the City of Menifee; and WHEREAS, the City Council of the City of Menifee needs to amend the FY2024/25 budget as follows:

AMENDMENTS TO ADOPTED BUDGET:

Grant Fund 2301 Adopted FY 2024/25 Revenue Budget: $0.00

1. Record Appropriation(s):

Amended Grant Fund 2301 FY 2024/25 Revenue Budget: $672,143.38 Grant Fund 2301 Adopted FY 2024/25 Expenditure Budget: $0.00

2. Record Appropriation(s):

Amended Grant Fund 2301 FY 2024/25 Expenditure Budget: $633,856.38

3. Record Transfer of Funds:

FROM ACCOUNT # TO ACCOUNT # AMOUNT
CITY

COUNCIL

MEETING
DESCRIPTION ACCOUNT # AMOUNT
June 5, 2024 Mid-Cycle Budget Adjustments Various $633,759.00 July 17, 2024
Grant: National Opiate Litigation
Settlement
2301-00-XNC-XNCL-
000-00000-441000 38,384.38
TOTAL: $672,143.38
CITY

COUNCIL

MEETING
DESCRIPTION ACCOUNT # AMOUNT
June 5, 2024 Mid-Cycle Budget Adjustments Various $595,472.00 July 17, 2024
Grant: National Opiate
Litigation Settlement
2301-51-MPD-PDAM-
000-00000-658165 38,384.38
TOTAL: $633,856.38
Item Title: 10.6
National Opiate Litigation Settlement Fund Allocation
Item Page Number: 1

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Amending the Fiscal Year 2024/25 Grant Fund Budget
National Opiate Litigation Settlement Grant
2 4
8 9
1 4
TOTAL: $0

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

The annual budget for the Grant Fund 2301 for the City of Menifee for FY2024/25 is hereby increased and amended to reflect unanticipated revenues and expenditures as follows:

Revenues:

Grant: National Opiate Litigation Settlement $38,384.38 Amended Grant Fund 2301 FY2024/25 Budget $672,143.38

Expenditures:

Grant: National Opiate Litigation Settlement $38,384.38 $0 Amended Grant Fund 2301 FY2024/25 Budget $633,856.38 PASSED, APPROVED AND ADOPTED this 17th day of July, 2024. _____________________________
Bill Zimmerman, Mayor
ATTEST: APPROVED AS TO FORM:
____________________________ ____________________________ Stephanie Roseen, Acting City Clerk Jeffrey T. Melching, City Attorney Item Title: 10.6
National Opiate Litigation Settlement Fund Allocation
Item Page Number: 2

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CITY OF MENIFEE
SUBJECT: 2024 Fee Schedule Amendment
MEETING DATE: July 17, 2024
TO: Mayor and City Council
PREPARED BY: Margarita Cornejo, Deputy Finance Director REVIEWED BY: Travis Hickey, Chief Financial Officer
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a resolution approving the revised 2024 User Fee Schedule maintaining deposit-based fees and surcharges at the adopted 2022 amounts.

DISCUSSION
At the May 15, 2024, City Council meeting, the City Council approved the 2024 User Fee Schedule update to capture any new fees for services as well as the Consumer Price Index (CPI) annual adjustment to be effective July 15, 2024. The purpose of an annual CPI adjustment is to ensure any increase in costs are captured in fees and proposed cost recovery levels are maintained between comprehensive updates.

The updated 2024 User Fee Schedule is comprehensive and includes all city fees, including, but not limited to, fees set by federal and/or state, deposits and applicable surcharges. As noted in the staff report from May 15 th, federal and/or state set fees were not subject to the annual CPI adjustment and kept at the original approved amounts.

The attached proposed resolution clarifies that deposit-based fees (ie facility rentals, or development deposit-based fees) and established surcharges (general plan maintenance and/or technology) would also be maintained at the 2022 established levels. Deposit based fees are collected as payments towards a specific service and/or facility rental, where all or a portion of the deposit may ultimately be refunded. Actual costs for service(s), if applicable, are determined on corresponding labor and or other related expenses. If there is additional funding needed towards a deposit-based project, staff works with the applicant on collecting additional deposits funds. Therefore, staff is recommending deposit-based fees be explicitly excluded from annual CPI adjustments. Similarly, the resolution provides clarification on maintaining the surcharges at their 2022 established percentages.

Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 1

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City of Menifee Staff Report
Amended 2024 Fee Schedule (Deposits & Surcharges)
July 17, 2024

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Staff’s recommendation to maintain fees at the 2022 adopted amounts does not result in any new fees, or fee increases, but provides clarification on deposit-based fees and/or surcharges to be excluded from annual CPI adjustments. Table 1 below outlines the fees proposed to be reverted to the 2022 adopted fees. The amended User Fee Schedule is also attached for review with proposed changes highlighted in yellow.

TABLE 1 – PROPOSED FEES
Fee Title 2022 Adopted Fee
Small Facility Rental Deposit $50
Medium Facility Rental Deposit $100
Large Facility Rental Deposit $200
Facility Kitchen Rental Deposit $100
Field Rental – One Time Use Deposit $50
Field Rental – League/Multiple Use Deposit $50
Park Rental – Private Event (100-249 Attendees) Deposit $50 Park Rental – Private Event (250-499 Attendees) Deposit $100 Park Rental – Private Event (500-999 Attendees) Deposit $150 Park Rental – Private Event (1000+ Attendees) Deposit $300 Technology Surcharge Fee 5.7%
General Plan Maintenance Fee 9%
Planning Deposit – Surface Mining and Reclamation Act $20,000 Planning Deposit – Annexation Request $20,000
Planning Deposit – Zone Change $5,000
Planning Deposit – Development Agreement $10,000
Planning Deposit – EIR Review $20,000
Planning Deposit – Expedited Environmental Habitat Review $1,500 Planning Deposit – General Plan Amendment $10,000
Planning Deposit – Planned Unit Development $10,000
Planning Deposit – Specific Plan $20,000
Planning Deposit – Sphere of Influence Amendment $10,000 Planning Deposit – Study Review/Scoping Agreement $1,000 Planning Deposit – Ag Preserve Cancellation $5,000
Planning Deposit – Tentative Tract Map $20,000
Planning Deposit – Tentative Tract Map - Revision $10,000 Planning Deposit – Historic Property Preservation $5,000 Planning Deposit – Hazardous Waste Facility Siting Permit $20,000 Planning Deposit – Hog Ranch Processing $10,000
Planning Deposit – Noise Exception - On-Going Event $5,000 Planning Deposit – MSHCP HANS $2,000
Engineering Deposit - Rough Grading/Drainage Plan Check (Single Family 75-200 Lots) $16,172
Engineering Deposit - Rough Grading/Drainage Plan Check (Single Family 200+ Lots) $20,000
Engineering Deposit – Precise Grading/Drainage Plan Check (Single Family 200+ Lots) $15,000
Engineering Deposit - Rough Grading/Drainage Plan Check (Multiple Family >1Mil + SqFt) $15,000
Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 2

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City of Menifee Staff Report
Amended 2024 Fee Schedule (Deposits & Surcharges)
July 17, 2024

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Engineering Deposit - Precise Grading/Drainage Plan Check (Multiple Family >1Mil + SqFt) $20,000
Engineering Deposit - Precise Grading/Drainage Plan Check (Plan Check Revision) $10,000
Engineering Deposit – Encroachment Permit (Major Project) $1,500 Engineering Deposit – Encroachment Permit (Night-Time Work) $513 Public Improvement Plan Review - Inspection 3%
Engineering Deposit Public Improvement Plan Review – Plan Check Revision $10,000
Engineering Deposit - Grading/Drainage Inspection (Residential 1+ Acres) $3,000
Engineering Deposit – Final Tract Map (100+ Lots) $20,000 Engineering Deposit – Survey Mapping Review (Initial deposit if involving Public Road currently in use) $10,000
Engineering Deposit – Survey Mapping Review – CC&R $3,000 Engineering Deposit – Drainage Study $2,500
Engineering Deposit – Traffic Scoping Study $1,915
Engineering Deposit – Special Districts (CFD/Assessment District Audit) $10,000
Engineering Deposit – Special Districts (Assessment District Formation) $20,000 Engineering Deposit – Bond Release $2,000
Engineering Deposit – Bond Reduction $3,000
Engineering Deposit – Bond Replacement $2,000
Engineering Deposit – TUMF Audit $10,000
Engineering Deposit – Misc. Engineering Agreements $10,000 Engineering Deposit – City Property Acquisition Process Initial Deposit $5,000 Misc Planning/Engineering Review $5,000
Stockpile/Borrow Site Inspection $587

STRATEGIC PLAN OBJECTIVE
Regular City Business

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. The reduction in revenue from exempting the deposit-based fees would have no impact to the City due to funds being refunded, regardless of amount.

ATTACHMENTS

1. Resolution - Amended 2024 User Fee Schedule

2. Amended User Fee Schedule
Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 3

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RESOLUTION NO. 24-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,

MODIFYING FEES AND CHARGES FOR SERVICES PROVIDED BY THE CITY OF

MENIFEE
WHEREAS , the City of Menifee provides development related public services of a discretionary nature, as these services can be withheld from customers for non-payment, which are in addition to community supported public services that are paid for by City tax revenues for general social, safety or welfare reasons; and WHEREAS, the State of California Government Code Section 66014 et.al. allows local agencies to charge fees for various activities as long as those fees do not exceed the estimated reasonable cost of providing the services for which the fee is intende d; and WHEREAS, the City of Menifee adopted a comprehensive fee schedule update by Resolution 24-1423 on May 15, 2024, and now desires to adjust certain fees and charges based on clarifying non-applicability of an annual Consumer Price Index (CPI) adjustment to federal and/or state set fees, deposit-based fees, and existing surcharges.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee hereby makes the following findings:

Section 1. It is hereby found and determined that federal and/or state set fees, deposit- based fees, and existing surcharges set forth and included within Exhibit A attached hereto are not subject to the annual Consumer Price Index (CPI) adjustment; and Section 2. The adoption of this Resolution is exempt from the California Environmental Quality Act (CEQA, Public Resources Code Sections 21000 et seq.), because it approves and sets forth a procedure for determining fees for the purpose of meeting the operating expenses of City departments, as set forth in Public Resources Code Section 21080(b)(8)(A) .

Section 3. This Resolution shall be effective upon its adoption.

PASSED, APPROVED AND ADOPTED this 17th day of July, 2024.

ATTEST: APPROVED:

Stephanie Roseen, Acting City Clerk Bill Zimmerman, Mayor APPROVED AS TO FORM:

Jeffrey T. Melching, City Attorney
Item Title: 10.7
2024 Fee Schedule Amendment
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EXHIBIT B: 2022 USER FEE SCHEDULE (WITH 2024 ADJUSTMENT EFFECTIVE 7/15/2024) (Deposits Surcharges Effective 7/17/2024) 7/15/2024 Fee &7/17/2024
Deposit/Surcharge Fee
(CPI)

1. CITY CLERK

1.01 Public Nuisance Lien Processing $670 $391 $402.73 $391

1.02 Document Reproduction^ $0.25 $0.25 $0.25 $0.25

1.03 Document Certification $20 $17 $17.28 $17

1.04 Digital Media Reproduction $5 $6 $6.17 $6

1.05 Candidate Filing Processing^ $25 $25 $25.00 $25

1.06 City Initiative Processing (refundable)^ $200 $200 $200.00 $200

1.07 Research/Compiling Service Actual Costs Actual Costs Actual Costs

1.08 Certification of Life New $29 $15.43 $15

1.09 Certified Copies $15 $15 $15.43 $15

1.10 Affidavit Process for Building Plans New $207 $102.88 $100

1.11 Copies of Maps Actual Costs Actual Costs Actual Costs Passports
Adult Application Fees^:

1.12 First Time Passport Book $130 $130 $130.00 $130

1.13 First Time Passport Card $30 $30 $30.00 $30

1.14 First Time Passport Book & Card $160 $160 $160.00 $160

1.15 Passport Card only $30 $30 $30.00 $30

1.16 Passport Acceptance Fee (Adult / Minor) $35 $35 $35.00 $35 Adult Renewal Fees^:

1.17 Passport Book $130 $130 $130.00 $130

1.18 Passport Card only $30 $30 $30.00 $30

1.19 Passport Book & Card $160 $160 $160.00 $160
Minor Application Fee^:

1.20 Minor Passport Book $100 $100 $100.00 $100

1.21 Minor Passport Card $15 $15 $15.00 $15

1.22 Minor Passport Book & Card $115 $115 $115.00 $115

2. FINANCE

2.01 New Business Registration $65 $76 $78.19 $76

2.02 Renewal Business Registration $35 $57 $58.64 $57

2.03 Late Payment Renewal Business Registration Penalty Penalty $57.61 $56

2.04 Business Registration Change of Name $5 $19 $19.55 $19

2.05 Business Registration Change of Physical Address $5 $38 $39.09 $38

2.06 Business Registration Change of Mailing Address $5 $6 $6.17 $6

2.07 Duplicate Business License $5 $6 $6.17 $6

2.08 Reinstatement of Business License Penalty Penalty Penalty Penalty

2.09 Single Day Event Business License $5 $19 $19.55 $19 Returned Check Processing^
Fee
No.
2022 Adopted
Fee
Total
Cost
(b)
Pre-2022
Fee
(a)
Fee Title
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Item Title: 10.7
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EXHIBIT B: 2022 USER FEE SCHEDULE (WITH 2024 ADJUSTMENT EFFECTIVE 7/15/2024) (Deposits Surcharges Effective 7/17/2024) 7/15/2024 Fee &7/17/2024
Deposit/Surcharge Fee
(CPI)
Fee
No.
2022 Adopted
Fee
Total
Cost
(b)
Pre-2022
Fee
(a)
Fee Title

2.10 1st Check $25 $25 $25.72 $25

2.11 Subsequent Checks $35 $35 $36.01 $35

3. COMMUNITY SERVICES
Facility Rentals
Small - Up to 20 capacity

3.01 Deposit $50 $50 $50.00 $50

3.02 Non-Resident $40 $126 $41.15 $40

3.03 Resident $20 $126 $20.58 $20

3.04 Resident Non-Profit (Youth Sports and Others) $20 $126 $20.58 $20

3.05 City Sponsored $0 $126 $0.00 $0
Medium - Up to 50 capacity

3.06 Deposit $100 $100 $100.00 $100

3.07 Non-Resident $50 $132 $51.44 $50

3.08 Resident $25 $132 $25.72 $25

3.09 Resident Non-Profit (Youth Sports and Others) $25 $132 $25.72 $25

3.10 City Sponsored $0 $132 $0.00 $0
Large - Up to 150 capacity

3.11 Deposit $200 $200 $200.00 $200

3.12 Non-Resident $70 $226 $82.30 $80

3.13 Resident $40 $226 $41.15 $40

3.14 Resident Non-Profit (Youth Sports and Others) $40 $226 $41.15 $40

3.15 City Sponsored $0 $226 $0.00 $0
Kitchen

3.16 Deposit $100 $100 $100.00 $100

3.17 Kitchen Rental $100 $100 $102.88 $100

3.18 Alcohol Use $200 $200 $205.76 $200

3.19 Additional City Staff as Needed $74 $76.55 $74
Other Rentals

3.70 Palm Room Lighting (Per Event) (Resident) N/A $25 $25.00

3.71 Palm Room Lighting (Per Event)(Non-Resident) N/A $50 $50.00 Picnic Rentals
Picnic Shelter - Small

3.20 Non-Resident $20 $42 $20.58 $20

3.21 Resident $10 $42 $10.29 $10

3.22 Resident Non-Profit (Youth Sports and Others) $10 $42 $10.29 $10

3.23 City Sponsored $0 $42 $0.00 $0
Picnic Shelter - Large

3.24 Non-Resident $25 $42 $30.86 $30 2 of 28
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3.25 Resident $15 $42 $15.43 $15

3.26 Resident Non-Profit (Youth Sports and Others) $15 $42 $15.43 $15

3.27 City Sponsored $0 $42 $0.00 $0

3.28 Rental with Jumper / Food Vendor $0 $52 $25.72 $25 Field Rentals
One-Time Rentals
Ballfield or Multi-Purpose Field

3.29 Deposit $50 $50 $50.00 $50

3.30 Non-Resident $20 $25 $20.58 $20

3.31 Resident $10 $25 $10.29 $10

3.32 Resident Non-Profit (Youth Sports and Others) $10 $25 $10.29 $10

3.33 City Sponsored $0 $25 $0.00 $0
Field Lights

3.34 Non-Resident $20 $15 $20.58 $20

3.35 Resident $10 $15 $10.29 $10

3.36 Resident Non-Profit (Youth Sports and Others) $10 $15 $10.29 $10

3.37 City Sponsored $0 $15 $0.00 $0

3.38 Snack Bar New $50 $51.44 $50
Leagues or Multiple Rentals
Ballfield or Multi-Purpose Field

3.39 Deposit $50 $50 $50.00 $50

3.40 Non-Resident $20 $25 $25.83 $25

3.41 Resident $10 $25 $13.37 $13

3.42 Resident Non-Profit (Youth Sports and Others) $10 $25 $12.92 $13

3.43 City Sponsored $0 $25 $0.00 $0
Other Field

3.68 Sport Field Striping (Per Field) (Resident) N/A $15 $15.00

3.69 Sport Field Striping (Per Field) (Non-Resident) N/A $20 $20.00 Park Rentals for Private Events (Central, Centennial, La Ladera, Audie

3.44 Park Special Events Application $0 $157 $51.44 $50 100-249 Attendees

3.45 Deposit $0 $50 $50.00 $50

3.46 Non-Resident $0 $231 $97.73 $95

3.47 Resident $0 $231 $49.38 $48

3.48 Resident Non-Profit (Youth Sports and Others) $0 $231 $48.87 $48

3.49 City Sponsored $0 $231 $0.00 $0
250-499 Attendees

3.50 Deposit $0 $100 $100.00 $100 3 of 28
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2024 Fee Schedule Amendment
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3.51 Non-Resident $0 $401 $174.89 $170

3.52 Resident $0 $401 $87.45 $85

3.53 Resident Non-Profit (Youth Sports and Others) $0 $401 $87.45 $85

3.54 City Sponsored $0 $401 $0.00 $0
500-999 Attendees (Central Park Only)

3.55 Deposit $0 $150 $150.00 $150

3.56 Non-Resident $0 $572 $277.77 $270

3.57 Resident $0 $572 $138.89 $135

3.58 Resident Non-Profit (Youth Sports and Others) $0 $572 $138.89 $135

3.59 City Sponsored $0 $572 $0.00 $0
1,000+ Attendees (Central Park Only)

3.60 Deposit $0 $300 $300.00 $300

3.61 Non-Resident $0 $743 $360.07 $350

3.62 Resident $0 $743 $180.04 $175

3.63 Resident Non-Profit (Youth Sports and Others) $0 $743 $180.04 $175

3.64 City Sponsored $0 $743 $0.00 $0
Miscellaneous Fees:

3.65 Administrative Processing Fee - Rental Cancellation New $12 $12.35 $12

3.66 Residential Self-Haul Permit Application New $101 $103.91 $101

3.67 Residential Self-Haul Permit Renewal New $33 $33.95 $33 Programmatic / Sport / Afterschool Fees - See Activity Guide for most up to dates rates

4. CODE ENFORCEMENT

4.01 Vacant Lot Weed Abatement $126 $438 $450.61 $438

4.02 Weed Abatement Appeal to City Council $655 $665 $684.14 $665

4.03 Foreclosed Property Registration/Inspection $75 $126 $129.63 $126

4.04 Each inspection after 1st inspection $35 $126 $129.63 $126

4.05 Summary Abatement Actual Costs Actual Costs Actual Costs

4.06 Notice of Pendency $25 $124 $127.57 $124

4.07 Graffiti Removal Actual Costs Actual Costs Actual Costs

4.08 Hourly Rate $111 $188 $193.41 $188

5. POLICE
Police Reports

5.01 Per Report (Crimes, Collisions, and CAD Printouts) $18 $39 $18.52 $18 Media Duplication

5.02 Flash Drive, CD, DVD, or Email regardless of volume $20 $374 $20.58 $20 Clearance Letters

5.03 Police Clearance $20 $28 $25.00 $20
Citation Sign Offs 4 of 28
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5.04 Menifee PD Citation $15 $38 $0.00 $0

5.05 Outside Agency Citation $15 $38 $25.00 $15
Concealed Weapons Permit

5.06 Initial Application Processing $100 $535 $102.88 $100

5.07 Renewals $25 $535 $25.72 $25

5.08 Updates $10 $535 $10.29 $10
Livescan

5.09 Rolling Fee $25 $34 $25.72 $25

5.10 FBI Processing Fee^ State Regulated State Regulated

5.11 DOJ Processing Fee^ State Regulated State Regulated

5.12 CACI (Child Abuse Index Fee)^ State Regulated State Regulated

5.13 Firearms Fee^ State Regulated State Regulated
Vehicle Identification Number (VIN)

5.14 VIN Verification Charge (Individuals Only) $25 $34 $30.00 $25 Stored or Impounded Vehicles

5.15 Vehicle Release (Stored) $100 $201 $150.00 $100

5.16 Vehicle Release (Impounded or DUI) $150 $201 $200.00 $150

5.17 Abandoned $100 $201 $150.00 $100
Vehicle Repossession

5.18 Vehicle Repossession Fee $15 $15 $15.43 $15
Subpoenas

5.19 Admin Fee per Subpoena $15 $15 $15.43 $15

5.20 Witness Fee $275 $275 $282.91 $275
DUI Emergency Response^

5.21 Emergency Response to DUI Investigations Actual Costs up to $12,000 Actual Costs up to $12,000 Actual Costs up to $12,000
Noise Ordinance

5.22 1st Response

5.23 2nd Response Actual Costs $150 $154.32 $150

5.24 3rd Response Actual Costs $500 $514.39 $500

5.25 4th Response Actual Costs $1,000 $1,028.78 $1,000

5.26 5th+ Response Actual Costs $2,500 $2,571.95 $2,500 Sworn Personnel Services
Special Events, 4 Hour Minimum

5.27 Lieutenant – per hour Actual Costs $217 $223.25 $217

5.28 Sergeant – per hour Actual Costs $194 $199.58 $194

5.29 Officer – per hour Actual Costs $167 $171.81 $167

5.30 Community Service Officer – per hour Actual Costs $153 $157.40 $153 5 of 28 Item Title: 10.7
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6. FIRE
Fire Sprinkler Systems*
New 13, 13R Fire Sprinkler System - Up to 250 sprinkler heads

6.01 Plan Check New $233 $240.10 $233

6.02 Inspection New $221 $227.11 $221
New 13, 13R Fire Sprinkler System - 251 to 500 sprinkler heads

6.03 Plan Check $336 $350 $360.15 $350

6.04 Inspection New $331 $340.67 $331
New 13, 13R Fire Sprinkler System - 500+ sprinkler heads

6.05 Plan Check $673 $700 $720.30 $700

6.06 Inspection New $662 $681.34 $662

6.07 Inspection - Per Sprinkler Head $9 $9 $9.08 $9
New 13D Residential Fire Sprinkler System (Base fee Per Model)

6.08 Plan Check $336 $350 $360.15 $350

6.09 Inspection New $221 $227.11 $221

6.10 Inspection - Per Sprinkler Head $9 $9 $9.08 $9
New 13D Residential Fire Sprinkler System - Low Pressure Tract (Per

6.11 Plan Check New $233 $239.71 $233

6.12 Inspection New $221 $227.11 $221

6.13 Inspection - Per Sprinkler Head New $9 $9.08 $9
TI 13, 13R Fire Sprinkler System

6.14 Plan Check $504 $350 $360.15 $350

6.15 Inspection New $221 $227.11 $221

6.16 Inspection - Per Sprinkler Head $9 $9 $9.08 $9
TI 13D Residential Fire Sprinkler System

6.17 Plan Check $238 $233 $240.10 $233

6.18 Inspection New $221 $227.11 $221

6.19 Inspection - Per Sprinkler Head $9 $9 $9.08 $9
Water System Permits*
New Underground Fire Line

6.20 Plan Check $336 $467 $408.17 $397

6.21 Inspection $392 $662 $579.14 $563
Fire Pump (Per Pump)

6.22 Plan Check $617 $642 $660.28 $642

6.23 Inspection $897 $883 $908.45 $883
Emergency Underground Fire Line Repair

6.24 Plan Check $336 $350 $360.15 $350

6.25 Inspection $617 $607 $624.56 $607

6.26 Fire Hydrant/Water Flow Witness New $221 $227.11 $221 6 of 28 Item Title: 10.7
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6.27 Plan Check $336 $350 $360.15 $350

6.28 Inspection $336 $331 $340.67 $331
Fire Alarm*
New Alarm System

6.29 Plan Check $673 $700 $720.30 $700

6.30 Inspection New $442 $454.22 $442

6.31 Inspection - Each Device $9 $9 $9.08 $9
TI Fire Alarm System

6.32 Plan Check $504 $525 $540.23 $525

6.33 Inspection New $221 $227.11 $221

6.34 Inspection - Each Device $9 $9 $9.08 $9
FACP Modification

6.35 Plan Check New $233 $240.10 $233

6.36 Inspection New $221 $227.11 $221
Water Flow (Monitoring) Alarm System Only

6.37 Plan Check $224 $233 $240.10 $233

6.38 Inspection $224 $221 $227.11 $221
Fire Protection Systems*
Special Extinguishing Systems (FM200, Dry Chem, Spray Mist, etc.)

6.39 Plan Check $561 $583 $600.25 $583

6.40 Inspection $336 $331 $340.67 $331
Smoke Control System-Rationale, Analysis and Plan Review

6.41 Plan Check $1,345 $1,400 $1,440.61 $1,400

6.42 Inspection $1,233 $1,325 $1,362.67 $1,325
Other Systems*
Hood & Duct Automatic Extinguishing System (Per system)

6.43 Plan Check $224 $233 $240.10 $233

6.44 Inspection $336 $331 $340.67 $331
Ovens, Industrial baking or drying, furnace or kiln Special Equipment

6.45 Plan Check $170 $175 $180.08 $175

6.46 Inspection $245 $221 $227.11 $221
Dust Collection Special Equipment (Per system)

6.47 Plan Check $224 $350 $306.13 $298

6.48 Inspection $245 $331 $289.57 $281
Solar Photovoltaic System Plan Check and Inspection

6.49 Plan Check $224 $233 $240.10 $233

6.50 Inspection New $221 $227.11 $221
Refrigeration System 7 of 28
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6.51 Plan Check $224 $233 $240.10 $233

6.52 Inspection $224 $331 $289.57 $281
Spray Booths (Per Booth/System)

6.53 Plan Check $224 $350 $306.13 $298

6.54 Inspection $383 $386 $397.45 $386
Liquified Petroleum Gases (LPG) Special System (Per System)

6.55 Plan Check $336 $350 $360.15 $350

6.56 Inspection $450 $442 $454.22 $442
Gas Systems (Med Gas, Industrial Gas, LPG) (Per System)

6.57 Plan Check $336 $350 $360.15 $350

6.58 Inspection $392 $386 $397.45 $386
Emergency Responder Radio Coverage (Per System)

6.59 Plan Check $224 $233 $240.10 $233

6.60 Inspection $448 $221 $227.11 $221
Generator - Cell Sites (Per Gen/Site)

6.61 Plan Check $573 $350 $360.07 $350

6.62 Inspection $452 $221 $227.11 $221
Generator

6.63 Plan Check New $350 $360.15 $350

6.64 Inspection New $221 $227.11 $221
Battery Systems - Residential

6.65 Plan Check $573 $350 $360.07 $350

6.66 Inspection $112 $221 $227.11 $221
Battery Systems - Commercial

6.67 Plan Check $573 $583 $599.78 $583

6.68 Inspection $112 $221 $193.05 $188
Battery Systems Facilities

6.69 Plan Check New $934 $960.40 $934

6.70 Inspection New $773 $794.89 $773
CO2 System

6.71 Plan Check New $233 $239.71 $233

6.72 Inspection New $221 $227.36 $221
Hazardous Materials*
Chemical Classification Disclosure Review <10 Chemicals

6.73 Plan Check $336 $350 $360.15 $350

6.74 Inspection $224 $221 $227.11 $221
Chemical Classification Disclosure Review 10-25 Chemicals

6.75 Plan Check $448 $467 $480.20 $467

6.76 Inspection $336 $331 $340.67 $331 8 of 28
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6.77 Plan Check $765 $817 $840.35 $817

6.78 Inspection $478 $442 $454.22 $442
Chemical Classification Disclosure Review >100 Chemicals

6.79 Plan Check $1,051 $1,109 $1,140.48 $1,109

6.80 Inspection $668 $662 $681.34 $662
High Piled Storage*
High Piled Combustible Storage Up to 12,000 square feet

6.81 Plan Check $448 $467 $480.20 $467

6.82 Inspection $336 $331 $340.67 $331
High Piled Combustible Storage 12,001-50,000 square feet

6.83 Plan Check $673 $700 $720.30 $700

6.84 Inspection $448 $442 $454.22 $442
High Piled Combustible Storage 50,001-100,000 square feet

6.85 Plan Check $785 $817 $840.35 $817

6.86 Inspection $673 $662 $681.34 $662
High Piled Combustible Storage >100,000 square feet

6.87 Plan Check $1,009 $1,050 $1,080.45 $1,050

6.88 Inspection $785 $773 $794.89 $773
Access and Water Supply*
Access and Water Supply Only - Commercial Construction Inspection

6.89 Plan Check $224 $233 $240.10 $233

6.90 Inspection $336 $221 $227.11 $221
Access and Water Supply Only - Residential Construction Inspection

6.91 One Lot $186 $166 $170.33 $166

6.92 Each Additional Lot $38 $33 $34.07 $33
Fire Lane Plan Check and Inspection

6.93 Plan Check New $117 $120.05 $117

6.94 Inspection New $110 $113.56 $110

6.95 Fuel Modification Inspection New $221 $227.11 $221 Tanks*
Underground Storage Tanks Install or Removal

6.96 Plan Check $224 $233 $240.10 $233

6.97 Inspection $224 $221 $227.11 $221
Aboveground Storage Tank Install or Removal

6.98 Plan Check $224 $233 $240.10 $233

6.99 Inspection $224 $221 $227.11 $221
Alterations to Gas Stations (No tank alterations)

6.10 Plan Check $224 $233 $240.10 $233 9 of 28
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6.10 Inspection $224 $221 $227.11 $221
Other Fees

6.10 Work without Approval or Permit $336 $331 $340.67 $331

6.10 Fire Stand-by $224 $221 $227.11 $221
Alternative Materials and Methods (4 hour minimum, hourly thereafter)

6.10 Plan Check $897 $700 $720.30 $700

6.11 Inspection New $221 $227.11 $221

6.11 Consultant Fire Plan Review Actual Costs Actual Costs

6.11 3rd Review and subsequent submittals $336 $233 $240.10 $233

6.11 Expedited/Overtime Plan Review $336 $350 $360.15 $350

6.11 Over the Counter/Misc. Revisions Plan Review $168 $175 $180.08 $175 Drilling / Blasting Permit - Initial (min. 2 hrs)

6.11 Plan Check New $233 $240.10 $233

6.11 Inspection New $221 $227.11 $221
Renewable Permit Fees (Issued at Annual Fire-Life Safety Inspection

6.11 Aerosol Products (Level 2 & 3) $85 $110 $96.52 $94

6.11 Amusement Building $287 $166 $170.33 $166

6.11 Aviation Facilities New $221 $227.11 $221

6.12 Cellulose Nitrate Storage $85 $110 $96.52 $94

6.12 Combustible Dust Producing Operations $119 $110 $113.56 $110

6.12 Combustible Fiber Storage $191 $166 $170.33 $166

6.12 Compressed Gases $191 $221 $227.11 $221

6.12 Covered and open mall buildings $280 $276 $283.89 $276

6.12 Cryogenic Fluids $191 $221 $227.11 $221

6.12 Cutting and Welding $95 $110 $113.56 $110

6.12 Dry Cleaning $287 $221 $227.11 $221

6.12 Exhibits and Trade Shows New $221 $227.11 $221

6.12 Explosives $450 $442 $454.22 $442

6.13 Fire Hydrants and Valves $287 $110 $113.56 $110

6.13 Flammable and Comustible Liquids $142 $166 $170.33 $166

6.13 Floor Finishing New $110 $113.56 $110

6.13 Fruit and Crop Ripening New $110 $113.56 $110

6.13 Fumigation and Insecticidial Fogging New $110 $113.56 $110

6.13 Hazardous Materials $191 $221 $227.11 $221

6.13 HPM Facilites New $166 $170.33 $166

6.13 High Piled Combustible Storage <12,000 Square Feet $191 $166 $170.33 $166

6.13 High Piled Combustible Storage 12,001-50,000 Square Feet $478 $442 $454.22 $442

6.13 High Piled Combustible Storage >100,000 Square Feet $765 $773 $794.89 $773 10 of 28 Item Title: 10.7
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6.14 Hot Work Operation New $110 $113.56 $110

6.14 Industrial Ovens $119 $110 $113.56 $110

6.14 Lumber Yard/Woodworking Plants $253 $221 $227.11 $221

6.14 Liquid or gas-fueled vehicles or equipment in assembly buildings $191 $110 $113.56 $110

6.14 LP-gas $95 $166 $170.33 $166

6.14 Magnesium $95 $110 $113.56 $110

6.14 Miscellaneous Combustible Storage $191 $221 $227.11 $221

6.14 Mobile Food Preparation Vehicles New $110 $113.56 $110

6.14 Motor Fuel Dispensing Facilities $119 $166 $170.33 $166

6.14 Open Burning New $110 $113.56 $110

6.15 Open Flames and Torches $85 $110 $96.52 $94

6.15 Open Flames and Candles $85 $110 $96.52 $94

6.15 Organic Coatings New $166 $170.33 $166

6.15 Outdoor Assembly Events (see special events)

6.15 Places of Assembly $85 $166 $144.78 $141

6.15 Plant Extraction Systems New $221 $227.11 $221

6.15 Private Fire Hydrant New $110 $113.56 $110

6.15 Pyrotechnic special effects material (see explosives)

6.15 Proxylin Plastics New $110 $113.56 $110

6.15 Refrigeration Equipment $191 $221 $227.11 $221

6.16 Repair Garages and Motor Fuel- Dispensing Facilities $238 $386 $337.83 $328

6.16 Rooftop Heliports New $166 $170.33 $166

6.16 Spraying or Dipping Operations $85 $110 $96.52 $94

6.16 Storage of scrap tires and tire byproducts $119 $110 $113.56 $110

6.16 Temporary membrane structures and tents (see special events)

6.16 Tire-Rebuilding Plants $119 $110 $113.56 $110

6.16 Waste Handling New $166 $170.33 $166

6.16 Wood Products $119 $147 $151.41 $147

6.16 CO2 Dispensing System New $92 $94.63 $92

6.16 CO2 Enrichment New $110 $113.56 $110

6.17 Gas Detection New $221 $227.11 $221

6.17 Energy Storage Systems New $331 $340.67 $331
Special Events*
Special Event Permit

6.17 Plan Check New $175 $180.08 $175

6.17 Inspection $224 $221 $227.11 $221
Special Event Permit - With tents and or canopies > 400 square feet 11 of 28 Item Title: 10.7
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6.17 Plan Check New $233 $240.10 $233

6.17 Inspection $336 $331 $340.67 $331

6.17 Carnivals and Fairs $316 $331 $340.67 $331

6.17 Fireworks Displays $415 $442 $454.22 $442

6.17 Film Making New $442 $454.22 $442
Annual Life Safety Inspections - All Occupancies other than R*

6.17 <3,600 Square Feet Varies $221 $227.11 $221

6.18 3,600 - 25,000 Square Feet Varies $386 $397.45 $386

6.18 25,000 - 50,000 Square Feet Varies $552 $567.78 $552

6.18 50,001 - 350,000 Square Feet Varies $607 $624.56 $607

6.18 >350,000 Square Feet Varies $1,159 $1,192.34 $1,159 Fire Life-Safety Inspections (Post-Development)

6.18 Fire annual Inspection (includes one re-inspection) New $221 $227.11 $221

6.18 2nd re-inspection New $442 $454.22 $442

6.18 3rd and subsequent re-inspections New $662 $681.34 $662

6.18 Fire Watch Inspection (Per Hour) New $221 $227.11 $221 R-1 Occupancies i.e. Hotels, Motels*

6.18 <25 units $617 $607 $624.56 $607

6.18 26-50 units $729 $717 $738.12 $717

6.19 51-75 units $897 $883 $908.45 $883

6.19 76-100 units $1,009 $993 $1,022.01 $993

6.19 >100 units $1,177 $1,159 $1,192.34 $1,159
R-2 (Apartment, Residential Permanent 3+)*

6.19 3-16 units New $331 $340.67 $331

6.19 17-25 units New $552 $567.78 $552

6.19 26-50 units New $717 $738.12 $717

6.19 51-75 units New $883 $908.45 $883

6.19 76-100 units New $993 $1,022.01 $993

6.19 >100 units New $1,159 $1,192.34 $1,159

6.19 Per additional 10 units New $37 $37.85 $37
R-2.1/R-4 Occupancies

6.20 Care Facility Residential State Licenses-6 or less Re-Inspection Fee $224 $221 $227.11 $221

6.20 Care Facility Commercial 0-50 State Licensed $392 $386 $397.45 $386

6.20 Care Facility Commercial 51-99 State Licensed $504 $497 $511.00 $497

6.20 Care Facility Commercial 100-150 State Licensed $617 $607 $624.56 $607

6.20 Care Facility Commercial ≥151 State Licensed $785 $773 $794.89 $773 Day Care Facilities Residential 8-14 Fire Clearance

6.20 Plan Check $504 $525 $540.23 $525 12 of 28
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6.20 Inspection $224 $221 $227.11 $221

6.20 Day Care Facility Commercial 0-50 $168 $166 $170.33 $166

6.20 Day Care Facility Commercial 51-100 $224 $221 $227.11 $221

6.20 Day Care Facility Commercial 101-150 $336 $331 $340.67 $331

6.21 Day Care Facility Commercial >150 $392 $386 $397.45 $386

6.21 2nd re-inspection fee (after initial and first inspection) $336 $331 $340.67 $331

6.21 2nd re-inspection penalty $448 $442 $462.95 $450

6.21 3rd plus re-inspection penalty $561 $552 $617.27 $600 Hourly Rates

6.21 Inspection $224 $221 $227.11 $221

6.21 Plan Review $224 $233 $240.10 $233

6.21 Supplemental inspection fee (Per 1 hour or portion thereof) $224 $221 $227.11 $221

6.21 Supplemental plan review (Per 1 hour or portion thereof) $224 $233 $240.10 $233

6.21 After Hours or emergency Call-Out (2hr. Minimum = $448) $224 $221 $227.11 $221

6.21 Other-Construction re-inspection fee $224 $221 $227.11 $221 Other Fees

6.22 Certificate of Occupancy Inspection New $166 $170.33 $166 Commercial Emergency Evacuation Plan

6.22 Plan Check New $350 $360.15 $350

6.22 Inspection New $221 $227.11 $221

6.22 Lost Job Card Fee New $19 $19.55 $19

6.22 Defensible Space Inspections New $221 $227.11 $221

6.22 Non-Compliance Fee/Complaint Investigation New Actual Cost Actual Cost Actual Cost Surcharges

6.22 Technology Surcharge Fee 0% 5.7% 5.7% 5.7%

7. BUILDING
Building Permit Fees

7.01 Permit Issuance $27 $78 $56.23 $55

7.02 Demolition* $140 $378 $272.22 $265

7.03 Wall/Fence, City Standard* $93 $82 $84.54 $82

7.04 Wall/Fence, Non-City Standard* $133 $164 $169.09 $164

7.05 Deck/Patio, City Standard* $93 $110 $112.73 $110

7.06 Deck/Patio, Non-City Standard* $133 $164 $169.09 $164

7.07 Swimming Pool/In-Ground Spa* $467 $532 $547.43 $532 Reroof*

7.08 Residential $98 $110 $112.73 $110

7.09 Commercial $98 $164 $118.36 $115
Windows / Doors* 13 of 28
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7.10 Up to 5 windows / doors New $82 $84.54 $82

7.11 Each additional 5 windows / doors New $27 $28.18 $27 Other Fees:

7.12 Residential Accessory Structures (Up to 500 s.f. - including Garages)* New $823 $846.69 $823

7.13 Accessory / Additional Dwelling Unit (ADU)+*(1) New $2,622 $2,697.46 $2,622

7.14 Kitchen and / or Bath Remodel* New $566 $581.86 $566

7.15 Duplicate Inspection Card $21 $13 $13.39 $13

7.16 Duplicate Certificate of Occupancy $21 $78 $56.23 $55

7.17 Misc. Permit $98 $164 $143.73 $140

7.18 Inspections not specified $98 $164 $143.73 $140

7.19 Re-inspections $98 $164 $143.73 $140

7.20 After Hours Inspections (4 hours minimum) $118 $190 $166.39 $162

7.991 Building Permit Refund Processing Fee N/A policy established by Building Code 109.6 SMIP Fee^

7.21 1-3 Story Residential Buildings $13 $13 $13.00 $13

7.22 Commercial and Over 3 Story Residential Buildings $28 $28 $28.00 $28

7.23 California State Building Standards Administration Special Revolving Fund $1 $1 $1.00 $1 Surcharges

7.24 General Plan Maintenance Fee 5% 9% 9% 9%

7.25 Technology Surcharge Fee 0% 5.7% 5.7% 5.7%
Plan Check Fee*

7.26 Single Family Residential 65% 65% 65% 65%

7.27 Multi-Family / Commercial / Industrial 65% 85% 85% 85% Single Family Residential - Inspection+*

7.28 $1 to $500 $383.50 $394.54 $383.50
$501 to $2,000

7.29 First $500 $383.50 $394.54 $383.50

7.30 Each additional $100 or fraction thereof $42.92 $44.15 $42.92 $2,001 to $25,000

7.31 First $2,000 $1,027.24 $1,056.81 $1,027.24

7.32 Each additional $1,000 or fraction thereof $19.65 $20.22 $19.65 $25,001 to $50,000

7.33 First $25,000 $1,479.23 $1,521.80 $1,479.23

7.34 Each additional $1,000 or fraction thereof $36.71 $37.76 $36.71 $50,001 to $100,000

7.35 First $50,000 $2,396.90 $2,465.88 $2,396.90

7.36 Each additional $1,000 or fraction thereof $28.76 $29.59 $28.76 $100,001 to $500,000 14 of 28
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7.37 First $100,000 $3,835.04 $3,945.41 $3,835.04

7.38 Each additional $1,000 or fraction thereof $7.53 $7.75 $7.53 $500,001 to $1,000,000

7.39 First $500,000 $6,848.28 $7,045.37 $6,848.28

7.40 Each additional $1,000 or fraction thereof $8.90 $9.16 $8.90 $1,000,001 +

7.41 First $1,000,000 $11,299.66 $11,624.87 $11,299.66

7.42 Each additional $1,000 or fraction thereof $4.45 $4.58 $4.45 Commercial / Multi-Family / Industrial - Inspection +*

7.43 $1 to $500 $383.50 $394.54 $383.50
$501 to $2,000

7.44 First $500 $383.50 $394.54 $383.50

7.45 Each additional $100 or fraction thereof $52.05 $53.54 $52.05 $2,001 to $25,000

7.46 First $2,000 $1,164.21 $1,197.71 $1,164.21

7.47 Each additional $1,000 or fraction thereof $38.71 $39.82 $38.71 $25,001 to $50,000

7.48 First $25,000 $2,054.48 $2,113.61 $2,054.48

7.49 Each additional $1,000 or fraction thereof $32.87 $33.82 $32.87 $50,001 to $100,000

7.50 First $50,000 $2,876.28 $2,959.06 $2,876.28

7.51 Each additional $1,000 or fraction thereof $41.09 $42.27 $41.09 $100,001 to $500,000

7.52 First $100,000 $4,930.76 $5,072.67 $4,930.76

7.53 Each additional $1,000 or fraction thereof $8.22 $8.45 $8.22 $500,001 to $1,000,000

7.54 First $500,000 $8,217.94 $8,454.45 $8,217.94

7.55 Each additional $1,000 or fraction thereof $10.68 $10.99 $10.68 $1,000,001 to $5,000,000

7.56 First $1,000,000 $13,559.59 $13,949.84 $13,559.59

7.57 Each additional $1,000 or fraction thereof $3.80 $3.91 $3.80 $5,000,001 to $10,000,000

7.58 First $5,000,000 $28,762.77 $29,590.57 $28,762.77

7.59 Each additional $1,000 or fraction thereof $10.68 $10.99 $10.68 $10,000,001 +

7.60 First $10,000,000 $82,179.36 $84,544.48 $82,179.36

7.61 Each additional $1,000 or fraction thereof $5.34 $5.50 $5.34

7.62 Repeat Tract Home 65% 65% 65% 15 of 28
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7.63 Permit Issuance $27 $78 $56.23 $55

7.64 Residential Appliance, up to 1 HP* $116 $82 $84.54 $82

7.65 Non-Residential Appliances, up to 1 HP* $116 $82 $84.54 $82

7.66 Power Apparatus, less than 100 HP, KW, KVA, or KVAR* $150 $82 $84.54 $82

7.67 Power Apparatus, 100+ HP, KW, KVA, or KVAR* $183 $82 $84.54 $82

7.68 Temporary Power Pole* $67 $82 $84.54 $82
Services, Switchboards, Control Centers, & Panels*

7.69 Up to 400 amps for Single Family Residence $116 $82 $84.54 $82

7.70 Up to 400 amps for Non-Single Family Residence $183 $82 $84.54 $82

7.71 400+ amps $283 $164 $169.09 $164

7.72 Receptacle, Switch, Outlet, & Fixture, first* $116 $68 $70.45 $68

7.73 Receptacle, Switch, Outlet, & Fixture, each additional $5 $3 $2.82 $3

7.74 Pole or Platform Mounted Fixtures, first* $183 $68 $70.45 $68

7.75 Pole or Platform Mounted Fixtures, each additional $5 $3 $2.82 $3

7.76 Swimming Pool/In-Ground Spa* $467 $164 $169.09 $164

7.77 Meter Reset* $116 $82 $84.54 $82

7.78 Misc. Permit, Flat Fee, or Hourly as determined by staff $98 $164 $143.73 $140

7.79 Inspections not specified $98 $164 $143.73 $140

7.80 Re-inspections $98 $164 $143.73 $140

7.81 After Hours Inspections (4 hours minimum) $118 $190 $166.39 $162 Mechanical Permit Fees

7.82 Permit Issuance $27 $78 $56.23 $55

7.83 Forced-Air or Gravity-Type Furnace or Burner* $149 $110 $112.73 $110

7.84 Suspended/Recessed Wall/Floor Mounted Heater* $133 $82 $84.54 $82 Air-Handling/Condensing Unit*

7.85 Single Family Residence $133 $82 $84.54 $82

7.86 Non-Single Family Residence $183 $110 $112.73 $110

7.87 Hood served by Mechanical Exhaust* $219 $110 $112.73 $110

7.88 Boilers, Compressors, and Absorption Systems* $183 $110 $112.73 $110

7.89 Misc. Permit, Flat Fee, or Hourly as determined by staff $98 $164 $143.73 $140

7.90 Inspections not specified $98 $164 $143.73 $140

7.91 Re-inspections $98 $164 $143.73 $140

7.92 After Hours Inspections (4 hours minimum) $118 $190 $166.39 $162 Plumbing Permit Fees

7.93 Permit Issuance $27 $78 $56.23 $55

7.94 Plumbing Fixtures and Vents, fixtures 1-3 (total cost)* $116 $68 $70.45 $68

7.95 Plumbing Fixtures and Vents, each additional fixture $5 $3 $2.82 $3 16 of 28 Item Title: 10.7
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7.96 Grease Interceptor* $116 $27 $28.18 $27

7.97 Gas System* $116 $110 $112.73 $110
Piping/Re-piping

7.98 Single Family Residential* $163 $82 $84.54 $82

7.99 Multi-Family Residential, first dwelling unit* $70 $82 $84.54 $82

7.10 Multi-Family Residential, each additional unit $23 $14 $14.09 $14

7.10 Water Heater* $83 $82 $84.54 $82

7.10 Tankless Water Heater* $83 $208 $149.88 $146

7.10 Solar Water Heating System* $133 $164 $169.09 $164

7.10 Sewer / Septic* $150 $82 $84.54 $82

7.11 Misc. Permit, Flat Fee, or Hourly as determined by staff $98 $164 $143.73 $140

7.11 Inspections not specified $98 $164 $143.73 $140

7.11 Re-inspections $98 $164 $143.73 $140

7.11 After Hours Inspections (4 hours minimum) $118 $190 $166.39 $162 Solar Permit Fees (State Fees)^*

7.11 Residential - up to 15kw $252 $450 $393.51 $383

7.11 Each additional kw New $15 $15.00 $15

7.11 Commercial - up to 50kw $252 $1,000 $720.15 $700

7.11 Commercial - 51-250kw - per kw New $7 $7.00 $7

7.11 Commercial - 250kw+ - per kw New $5 $5.00 $5
Planning Support - Building Plan Check*

7.11 New Construction New $900 $925.90 $900

7.12 Tenant Improvements / Remodels New $375 $385.79 $375 Engineering Support - Building Plan Check*

7.12 New Single Family Residence New $1,149 $1,182.07 $1,149

7.12 New Commercial Office New $766 $788.05 $766

7.12 New Multi-Family Residence New $1,149 $1,182.07 $1,149

7.12 All Other Projects New $300 $308.63 $300
Fire Support - Building Plan Check and Inspection*
Development Plan Check and Inspections (Residential-New and 0-1,999 Square Feet

7.12 Plan Check $224 $233 $240.10 $233

7.12 Inspection $224 $221 $227.11 $221
2,000-4,999 Square Feet

7.12 Plan Check $258 $292 $300.13 $292

7.12 Inspection $258 $276 $283.89 $276
5,000-9,999 Square Feet

7.12 Plan Check $336 $350 $360.15 $350 17 of 28
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7.13 Inspection $336 $331 $340.67 $331
10,000-24,999 Square Feet

7.13 Plan Check $392 $408 $420.18 $408

7.13 Inspection $392 $386 $397.45 $386
25,000-49,999 Square Feet

7.13 Plan Check $504 $525 $540.23 $525

7.13 Inspection $504 $497 $511.00 $497
50,000-100,000 Square Feet

7.13 Plan Check $617 $642 $660.28 $642

7.13 Inspection $617 $607 $624.56 $607
>100,000 Square Feet

7.13 Plan Check $765 $817 $840.35 $817

7.13 Inspection $785 $773 $794.89 $773
Hazardous Use by Square Footage (New Construction or added space 0-1,999 Square Feet

7.13 Plan Check $238 $233 $240.10 $233

7.14 Inspection $238 $221 $227.11 $221
2,000-4,999 Square Feet

7.14 Plan Check $381 $408 $420.18 $408

7.14 Inspection $382 $386 $397.45 $386
5,000-9,999 Square Feet

7.14 Plan Check $525 $583 $600.25 $583

7.14 Inspection $525 $552 $567.78 $552
10,000-24,999 Square Feet

7.14 Plan Check $668 $700 $720.30 $700

7.14 Inspection $668 $662 $681.34 $662
25,000-49,999 Square Feet

7.14 Plan Check $812 $875 $900.38 $875

7.14 Inspection $812 $828 $851.67 $828
50,000-100,000 Square Feet

7.14 Plan Check $955 $992 $1,020.43 $992

7.15 Inspection $955 $938 $965.23 $938
>100,000 Square Feet

7.15 Plan Check $1,147 $1,167 $1,200.51 $1,167

7.15 Inspection $1,177 $1,104 $1,135.56 $1,104
Shell Buildings for All Commercial Uses (New Construction or added 0-1,999 Square Feet

7.15 Plan Check $224 $233 $240.10 $233 18 of 28
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7.15 Inspection $224 $221 $227.11 $221
2,000-4,999 Square Feet

7.15 Plan Check $258 $292 $300.13 $292

7.15 Inspection $258 $276 $283.89 $276
5,000-9,999 Square Feet

7.15 Plan Check $336 $350 $360.15 $350

7.15 Inspection $336 $331 $340.67 $331
10,000-24,999 Square Feet

7.15 Plan Check $392 $408 $420.18 $408

7.16 Inspection $392 $386 $397.45 $386
25,000-49,999 Square Feet

7.16 Plan Check $504 $525 $540.23 $525

7.16 Inspection $504 $497 $511.00 $497
50,000-100,000 Square Feet

7.16 Plan Check $617 $642 $660.28 $642

7.16 Inspection $617 $607 $624.56 $607
>100,000 Square Feet

7.16 Plan Check $765 $817 $840.35 $817

7.16 Inspection $785 $773 $794.89 $773
Buildings for Commercial Uses (New Construction or added Space for 0-1,999 Square Feet

7.16 Plan Check $224 $233 $240.10 $233

7.16 Inspection $224 $221 $227.11 $221
2,000-4,999 Square Feet

7.16 Plan Check $258 $292 $300.13 $292

7.17 Inspection $258 $276 $283.89 $276
5,000-9,999 Square Feet

7.17 Plan Check $336 $350 $360.15 $350

7.17 Inspection $336 $331 $340.67 $331
10,000-24,999 Square Feet

7.17 Plan Check $392 $408 $420.18 $408

7.17 Inspection $392 $386 $397.45 $386
25,000-49,999 Square Feet

7.17 Plan Check $504 $525 $540.23 $525

7.17 Inspection $504 $497 $511.00 $497
50,000-100,000 Square Feet

7.17 Plan Check $617 $642 $660.28 $642

7.17 Inspection $617 $607 $624.56 $607 19 of 28
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7.17 Plan Check $765 $817 $840.35 $817

7.18 Inspection $785 $773 $794.89 $773
Tenant Improvement (New Construction, Additions and Major Remodels for All Occupancies other than H and R)
0-1,999 Square Feet

7.18 Plan Check $224 $233 $240.10 $233

7.18 Inspection $224 $220.76 $227.11 $221
2,000-4,999 Square Feet

7.18 Plan Check $258 $292 $300.13 $292

7.18 Inspection $258 $275.95 $283.89 $276
5,000-9,999 Square Feet

7.18 Plan Check $336 $350 $360.15 $350

7.18 Inspection $336 $331.14 $340.67 $331
10,000-24,999 Square Feet

7.18 Plan Check $392 $408 $420.18 $408

7.18 Inspection $392 $386.33 $397.45 $386
25,000-49,999 Square Feet

7.18 Plan Check $504 $525 $540.23 $525

7.19 Inspection $504 $496.71 $511.00 $497
50,000-100,000 Square Feet

7.19 Plan Check $617 $642 $660.28 $642

7.19 Inspection $617 $607.09 $624.56 $607
>100,000 Square Feet

7.19 Plan Check $765 $817 $840.35 $817

7.19 Inspection $785 $772.66 $794.89 $773

7.20 Tenant Improvement (TI) Fees (Commercial/Multi-Family/Industrial) N/A Project Valuation/Valuation Multiplier
($0-$5,900)/$199 Flat Fee
$5,701-$25,000/.033 Valuation Multiplier
$25,001-$50,000/.020 Valuation Multiplier
$50,001-$250,000/.010 Valuation Multiplier
$250,001-$500,000/.009 Valuation Multiplier
$500,001-$1,000,000/.006 Valuation Multiplier
Over $1,000,000/.007 Valuation Multiplier
N/A

8. PLANNING
Flat Fees

8.01 Accessory Dwelling Unit* $2,235 $2,721 $2,799.31 $2,721 Appeal 20 of 28
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8.02 Appeal - 1st $2,700 $4,437 $3,879.99 $3,771

8.03 Appeal - 2nd $2,165 $3,877 $3,390.29 $3,295
Conditional Use Permit*

8.04 Major $13,496 $17,822 $15,584.91 $15,148.9

8.05 Major Revision $6,748 $13,735 $7,792.45 $7,574

8.06 Minor $2,665 $4,936 $4,316.01 $4,195

8.07 Minor Revision $2,395 $4,151 $3,237.01 $3,146

8.08 Environmental Assessment/Negative Declaration $4,210 $8,182 $7,154.43 $6,954

8.09 Environmental Determination (All Disc. Apps) $235 $367 $321.08 $312

8.10 Film Permit (< 3 Days) $815 $1,525 $102.88 $100

8.11 Final Site Development* $5,845 $5,633 $5,795.14 $5,633

8.12 Home Based Business $155 $248 $216.87 $211

8.13 Land Division Phasing Map* $5,395 $9,311 $8,142.37 $7,915 Landscape Plan Review*

8.14 Commercial $2,545 $2,786 $2,866.69 $2,786

8.15 Industrial $1,475 $2,786 $2,436.69 $2,369

8.16 Front Yard Typicals $1,540 $2,252 $1,969.71 $1,915

8.17 Open Space $4,040 $4,145 $4,264.30 $4,145

8.18 Landscape Inspection $460 $664 $580.62 $564

8.19 Minor Exception New $520 $534.71 $520

8.20 Mobile Food Trucks* New $697 $717.33 $697

8.21 Multi-Family Ministerial Review - SB35* New $11,574 $11,907.13 $11,574

8.22 New Business Regulation Review $40 $41 $42.18 $41

8.23 Noise Exception - Single Event* New $687 $706.35 $687

8.24 Public Convenience & Necessity W/O CUP* New $2,635 $2,710.70 $2,635

8.25 Planning Commission Hearing $2,440 $3,775 $3,300.88 $3,209

8.26 Planning Review Fee* New $186 $191.42 $186
Plot Plan - Major*

8.27 Major $26,992 $34,547 $30,210.26 $29,365

8.28 Revision $13,496 $27,928 $15,105.13 $14,683
Plot Plan - Minor*

8.29 Minor (New Development) $4,275 $5,494 $4,804.11 $4,670

8.30 Revision $2,395 $3,884 $3,603.08 $3,502

8.31 Detached Accessory Structure* $2,335 $2,640 $2,715.49 $2,640

8.32 Model Home Complex (Includes Sign Pkg)* $2,345 $3,695 $3,231.22 $3,141

8.33 Shipping Containers* New $782 $804.63 $782

8.34 Tree Removal / Replacement Permit* New $1,131 $1,163.08 $1,131

8.35 Wall & Fence Plan Review* $2,700 $3,100 $3,189.00 $3,100 21 of 28 Item Title: 10.7
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8.36 Pre-Application Review $1,442 $8,539 $2,571.95 $2,500

8.37 Pre-Existing Non-Conforming Use Verification* $1,160 $2,388 $1,719.49 $1,671

8.38 Reasonable Accommodation* New $1,545 $1,589.47 $1,545

8.39 SB9 Urban Lot Split Fee* New $5,036 $5,180.94 $5,036

8.40 Sidewalk Vending Permit Application* $695 $697 $715.00 $695

8.41 Sign Admin Relief Review* $550 $630 $648.13 $630
Sign Permit*

8.42 Affixed To Building $225 $348 $304.53 $296

8.43 Monument - Comm / Ind / Res $650 $1,543 $1,111.29 $1,080

8.44 Temporary (Commercial) $155 $248 $216.94 $211

8.45 Sign Program* $2,610 $3,864 $3,379.32 $3,285

8.46 Sign Program Amendment* $735 $925 $808.94 $786

8.47 Similar Use Determination * New $1,706 $1,754.84 $1,706

8.48 Site Plan Conceptual Review New $3,972 $4,085.98 $3,972

8.49 Small Wireless Facility/Eligible Facilities Request* New $4,031 $4,146.99 $4,031

8.50 Substantial Conformance* $2,575 $4,639 $4,056.95 $3,943 Tentative Parcel Map*

8.51 Commercial / Industrial $12,940 $17,316 $14,251.17 $13,852

8.52 Finance New $7,782 $8,006.00 $7,782

8.53 Residential $11,040 $17,316 $14,251.17 $13,852

8.54 Revised $7,740 $14,721 $10,688.38 $10,389

8.55 Minor Condition Change $3,340 $9,224 $5,344.19 $5,195 Time Extension*

8.56 City Approved Project $3,510 $4,050 $4,166.10 $4,050

8.57 Plot Plan (5-10 Yrs) $12,250 $6,917 $7,115.81 $6,917 Temporary Use Permit*

8.58 Major $1,735 $2,030 $2,088.51 $2,030

8.59 Major (501C) $868 $2,030 $1,044.26 $1,015

8.60 Minor $695 $1,351 $1,181.14 $1,148

8.61 Minor (501C) $348 $1,351 $590.57 $574
Variance*

8.62 Filed Alone $5,205 $5,611 $5,772.63 $5,611

8.63 Filed With Other Applications $2,605 $2,607 $2,681.98 $2,607

8.64 Zoning Information Letter $375 $472 $485.89 $472

8.65 Additional Plan Check 25% 25% $0.26 25%

8.66 Technology Surcharge Fee 0% 5.7% 5.7% 5.7%
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8.67 Planning Application Refund Processing Fee N/A
Fee will be
based per MMC

9.30.050 policy
Deposit Based Fees*

8.67 Surface Mining & Reclamation Act $20,000 $20,000 $20,000.00 $20,000

8.68 Annexation Request $20,000 $20,000 $20,000.00 $20,000

8.69 Zone Change $5,000 $5,000 $5,000.00 $5,000

8.70 Development Agreement $10,000 $10,000 $10,000.00 $10,000

8.71 EIR Review $20,000 $20,000 $20,000.00 $20,000

8.72 Expedited Environmental Habitat Review $1,380 $1,500 $1,500.00 $1,500

8.73 General Plan Amendment $10,000 $10,000 $10,000.00 $10,000

8.74 Planned Unit Development $10,000 $10,000 $10,000.00 $10,000

8.75 Specific Plan $20,000 $20,000 $20,000.00 $20,000

8.76 Specific Plan Amendment $10,000 $10,000 $10,000.00 $10,000

8.77 Sphere Of Influence Amendment $10,000 $10,000 $10,000.00 $10,000

8.78 Study Review/Scoping Agreement $1,000 $1,000 $1,000.00 $1,000

8.79 Ag Preserve Cancellation $5,000 $5,000 $5,000.00 $5,000

8.80 Tentative Tract Map $20,000 $20,000 $20,000.00 $20,000

8.81 Tentative Tract Map - Revision $10,000 $10,000 $10,000.00 $10,000

8.82 Historic Property Preservation $5,000 $5,000 $5,000.00 $5,000

8.83 Hazardous Waste Facility Siting Permit $20,000 $20,000 $20,000.00 $20,000

8.84 Hog Ranch Processing $10,000 $10,000 $10,000.00 $10,000

8.85 Noise Exception - On-Going Event $5,000 $5,000 $5,000.00 $5,000

8.86 MSHCP HANS $2,000 $2,000 $2,000.00 $2,000

9. ENGINEERING
Rough Grading / Drainage Plan Check (Single Family Residence)*

9.01 1-50 Lots $1,865 $5,489 $3,953.13 $3,843

9.02 51-75 Lots $10,960 $10,904 $11,217.48 $10,904

9.03 75- 200 Lots Deposit $16,172 $16,172 $16,172

9.04 200+ Lots Deposit $20,000 $20,000 $20,000
Precise Grading / Drainage Plan Check (Single Family Residence)*

9.05 1-50 Lots $1,865 $5,246 $3,777.98 $3,672

9.06 51-75 Lots $3,695 $8,715 $6,276.26 $6,101

9.07 75- 200 Lots $10,960 $13,080 $13,456.03 $13,080

9.08 200+ Lots Deposit $15,000 $15,000 $15,000

9.09 Standalone Single Family Grading New $5,480 $5,637.21 $5,480 Rough Grading/Drainage Plan Check (Multiple Family Residence,

9.10 0-50K Sqft $5,925 $6,777 $6,972.36 $6,777 23 of 28 Item Title: 10.7
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9.11 >50K-100K Sqft $7,420 $8,657 $8,906.00 $8,657

9.12 >100K-500K Sqft $9,075 $11,782 $10,302.88 $10,015

9.13 >500K-1mil Sqft $10,335 $13,906 $12,160.23 $11,820

9.14 >1mil+ Sqft Deposit $15,000 $15,000 $15,000
Precise Grading/Drainage Plan Check (Multiple Family Residence,

9.15 0-50K Sqft $5,925 $6,627 $6,817.93 $6,627

9.16 >50K-100K Sqft $8,680 $9,700 $9,979.25 $9,700

9.17 >100K-500K Sqft $11,595 $14,367 $14,780.42 $14,367

9.18 >500K-1mil Sqft $13,500 $15,835 $16,290.43 $15,835

9.19 >1mil+ Sqft Deposit $20,000 $20,000.00 $20,000

9.20 Plan Check Revision Deposit $10,000 $10,000.00 $10,000

9.21 Extra Plan Check 1/4 Initial Fee 1/4 Initial Fee 1/4 Initial Fee Encroachment and Public Improvements*:

9.22 Encroachment Permit Issuance $65 $121 $105.69 $103

9.23 Encroachment Plan Review New $591 $607.97 $591

9.24 Per plan sheet New $295 $303.99 $295
Encroachment Permits*:

9.25 Permits per Event under existing annual permit New $60 $62.17 $60

9.26 Permits for One Day Work New $433 $445.84 $433

9.27 Permits Exceeding One Day Work New $433 $445.84 $433

9.28 Permits for Major Projects New $1,733 $1,500 $1,500

9.29 Permits for One Day Work, Multiple Locations New $513 $513 $513

9.30 Permits for Night-Time Work New $550 $565.80 $550

9.31 Additional Review (Traffic Control) New $158 $162.94 $158

9.32 Additional Inspection New $137 $141.45 $137
Public Improvement Plan Review*: (Assumes up to 3 plan reviews,

9.33 $0-$500,000 $8,563.52 $8,809.98 $8,564

9.34 $500,000 $8,563.52 $8,809.98 $8,564

9.35 Per $1,000 $8.80 $9.05 $8.80

9.36 $1,000,000 $12,961.53 $13,334.57 $12,962

9.37 Per $1,000 $2.95 $3.03 $2.95

9.38 $5,000,000 $24,743.43 $25,455.55 $24,743

9.39 Per $1,000 $1.25 $1.29 $1.25

9.40 $10,000,000 $30,990.85 $31,882.76 $30,991

9.41 Per $1,000 $1.30 $1.34 $1.30

9.42 $25,000,000 $50,540.42 $51,994.97 $50,540

9.43 Per $1,000 $0.65 $0.67 $0.65

9.44 Public Improvement Inspection* 3% 3% 3% 3% 24 of 28 Item Title: 10.7
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9.45 Landscaping Improvements* Varies $4,480 $4,608.93 $4,480

9.46 Neighborhood Park* $6,690 $11,863 $10,373.63 $10,083

9.47 Community Park* $9,940 $15,459 $13,518.36 $13,140

9.48 Regional Park* $9,940 $18,197 $15,912.98 $15,468

9.49 Signing & Striping (if not included in the street improvement plans)* $1,370 $3,546 $2,553.31 $2,482

9.50 Per Sheet* $800 $443 $455.98 $443

9.51 Traffic Signal* $5,370 $6,907 $6,040.05 $5,871

9.52 Minor Modification of Traffic Signals* New $2,724 $2,802.04 $2,724

9.53 Plan Check Revision Deposit $10,000 $10,000 $10,000

9.54 Extra Plan Check 1/4 of Initial Fee 1/4 of Initial Fee Grading/Drainage Inspection*

9.55 Residential up to 1 acre New $1,885 $1,939.25 $1,885

9.56 Residential 1+ acres Deposit $3,000 $3,000 $3,000
Traffic Engineering Exhibits*

9.57 Traffic Control Plan $30 $64 $46.29 $45

9.58 Per Sheet $200 $474 $341.35 $332

9.59 Trip Generation Letter $740 $839 $862.94 $839

9.60 Per study $1,000 $1,264 $1,105.32 $1,074

9.61 Small Study (<500 ADT) $740 $839 $862.94 $839

9.62 Per study $2,000 $1,896 $1,950.57 $1,896

9.63 Typical TIA (500-1,000 ADT) $740 $839 $862.94 $839

9.64 Per study $3,000 $3,160 $3,250.94 $3,160

9.65 Large TIA (1,000+ ADT) $740 $839 $862.94 $839

9.66 Per study $5,000 $5,056 $5,201.51 $5,056

9.67 Parking Study $740 $839 $862.94 $839

9.68 Per study $2,000 $3,160 $2,763.30 $2,686
Final Parcel Maps

9.69 Residential Parcel Map* $8,890 $10,047 $10,335.71 $10,047 Commercial/Industrial Parcel Map*

9.70 <20 acres $11,195 $13,238 $13,618.86 $13,238

9.71 Per additional acre New $118 $120.88 $118
Final Tract Map*

9.72 5-20 Lots $12,640 $9,469 $9,741.64 $9,469

9.73 21-50 Lots $14,495 $13,726 $14,120.83 $13,726

9.74 51-100 Lots $17,295 $18,087 $18,607.96 $18,087

9.75 100+ Lots Deposit $20,000 $20,000 $20,000

9.76 Amendment to final map $4,645 $5,755 $5,920.95 $5,755 Survey/Mapping Review* 25 of 28
Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 25

Menifee Mayor and City Council
July 17, 2024
Page
139 of 1032

9.77 Lot Line Adjustment / Merger $3,940 $4,228 $4,349.98 $4,228

9.78 Survey Monument Field Inspection $335 $650 $568.09 $552

9.79 Plus deposit determined by staff with charges for actual outside costs Deposit

9.80 Record of Survey Plan Check $3,135 $3,170 $3,261.39 $3,170

9.81 Condominium Conversion Review $10,000

9.82 Certificate of Compliance $3,650 $3,542 $3,643.57 $3,542

9.83 Substantial Compliance $1,550 $2,325 $2,032.99 $1,976

9.84 Reversion to Acreage $3,830 $3,612 $3,716.09 $3,612

9.85 Certificate of Correction Issuance $2,935 $2,817 $2,897.90 $2,817

9.86 Vacation $4,620 $4,561 $4,692.67 $4,561

9.87 Initial deposit if involving Public Road currently in use with charges at the fully allocated hourly rates of involved personnel plus any outside costs $10,000 $10,000 $10,000 $10,000

9.88 Quitclaim $3,120 $3,077 $3,165.55 $3,077

9.89 Easement Processing $3,085 $3,051 $3,138.39 $3,051

9.90 Parking Covenant Review New $2,587 $2,661.75 $2,587

9.91 CC&R $3,000 $3,000 $3,000 $3,000
Water Quality/Stormwater*
Preliminary Water Quality Management Plan Review (WQMP)*

9.92 Small Deposit $4,265 $4,387.30 $4,265

9.93 Medium Deposit $5,895 $6,064.57 $5,895

9.94 Large Deposit $6,670 $6,861.95 $6,670

9.95 Final WQMP w/ Approved Prelim $5,570 $6,014 $6,187.33 $6,014 Final WQMP w/o Approved Prelim*

9.96 Small Deposit $3,558 $3,660.62 $3,558

9.97 Medium Deposit $4,356 $4,481.07 $4,356

9.98 Large Deposit $5,923 $6,093.50 $5,923
Stormwater Inspection: Commercial / Industrial Businesses*

9.99 Low Priority $195 $539 $388.44 $378

10.00 Medium/High Priority $455 $662 $579.19 $563
Reports/Studies

9.10 Drainage Study $2,500 $2,500 $2,500 $2,500

9.10 Geotechnical Study $1,705 $1,915 $1,970.10 $1,915

9.10 ESA $1,705 $1,124 $1,156.72 $1,124

9.10 Traffic Scoping Study $1,145 $1,915 $1,915 $1,915
Special Districts*

9.10 CFD/LMD Annexation $2,580 $2,623 $2,698.44 $2,623
26 of 28
Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 26

Menifee Mayor and City Council
July 17, 2024
Page
140 of 1032

9.11 Plus initial deposit determined by staff with charges for any outside or legal costs Deposit $5,000 $5,143.90 $5,000

9.11 CFD/Assessment District Audit $10,000 $10,000 $10,000 $10,000

9.11 Assessment District Formation $20,000 $20,000 $20,000 $20,000 Bonds

9.11 Bond Release $710 $1,741 $1,253.50 $1,218

9.11 Plus deposit determined by staff with actual charges for GIS database changes and inspections Deposit $2,000 $2,000 $2,000

9.11 Bond Reduction $710 $2,036 $1,466.29 $1,425

9.11 Plus deposit determined by staff with actual charges for GIS database changes and inspections Deposit $3,000 $3,000 $3,000

9.11 Bond Replacement $710 $1,741 $1,253.50 $1,218

9.11 Plus deposit determined by staff with actual charges for GIS database changes and inspections Deposit $2,000 $2,000 $2,000

9.11 Initial Bond Posting New $1,741 $1,790.72 $1,741
Misc Services

9.11 TUMF Audit $10,000 $10,000 $10,000 $10,000

9.12 Misc. Engineering Agreements Deposit $10,000 $10,000 $10,000

9.12 City Property Acquisition Process* $1,520 $2,958 $2,586.43 $2,514

9.12 Plus initial deposit with charges for any outside costs $5,000 $5,000 $5,000 $5,000

9.12 Street Name Change* $650 $787 $809.71 $787

9.12 Block Party Processing* $505 $427 $439.27 $427
Wide and Overload Permit^

9.12 Daily $16 $360 $360.00 $16

9.12 Annual $90 $360 $360.00 $90
Other Fees:

9.12 Haul Route Review $165 $1,225 $882.43 $858

9.12 Misc Planning/Engineering Review Deposit $5,000 $5,000 $5,000

9.12 Borrow Site Plan Check* $1,095 $1,516 $1,325.40 $1,288

9.13 Stockpile Plan Check* $850 $1,594 $1,393.46 $1,354

9.13 Stockpile/Borrow Site Inspection* $500 $587 $587 $587

9.13 Technology Surcharge Fee 0% 5.7% 5.7% 5.7%
^ State / Federally Regulated or Set Fee
+
Subject to General Plan Maintenance Fee - but only if new construction or major redevelopment. Other valuation-based projects such as smaller additions may not be eligible.
* Subject to Technology Fee.

Legend & Notes:
27 of 28
Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 27

Menifee Mayor and City Council
July 17, 2024
Page
141 of 1032

Deposit Based Fees and/or surcharge update 7/17/2024
All permits in this fee schedule assume a standard scope of work. If any project or application falls outside of the typical or standard scope of work, the Community Development Director or Public Works Director has the discretion to charge time and materials for that application or project.

The Building Division's ADU Permit is inclusive of both plan check and permit and all MEPs. 28 of 28
Item Title: 10.7
2024 Fee Schedule Amendment
Item Page Number: 28

Menifee Mayor and City Council
July 17, 2024
Page
142 of 1032

CITY OF MENIFEE
SUBJECT: Menifee Police Department Records Retention Schedule MEETING DATE: July 17, 2024
TO: Mayor and City Council
PREPARED BY: Heriberto Gutierrez, Police Captain
REVIEWED BY: Chris Karrer, Police Chief
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a resolution, amending the City’s existing records retention schedule to incorporate the Menifee Police Department.

DISCUSSION
On April 2, 2014, the City Council adopted Resolution No. 14-360, approving the City’s first Record Retention Schedule. Additionally, the City Council adopted the most recent update to the City’s retention schedule on May 1, 2019, by Resolution No. 19-783, prior to the incorporation of the Police Department. Per the adopted Resolutions, updates and amendments to the City of Menifee’s Records Retention Schedule do not require further action by the City Council. However, due to the proposed retention schedule being the first of its kind, specifically addressing records management and retention for the Menifee Police Department (MPD), it is appropriate to bring the proposed retention schedule update to the City Council for review and approval.

The purpose of the proposed MPD records retention schedule is to establish policy and procedure for the management, preservation, and protection of the MPD’s permanent, vital, and archival records; and to assign retention periods to records currently under the department’s charge.

The proposed police department retention schedule reflects retention periods outlined within the Government Code, California Codes, federal laws, and is consistent with all legal requirements.

The proposed retention schedule provides specific descriptions of records, retention periods, and applies current law, current and future standards and policies, and technology to the management group of the MPD’s records. The proposed retention schedule encompasses the current and future needs of the Department’s records. The attached MPD Retention Schedule reflects the proposed comprehensive approach to managing various MPD records.

Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 1

Menifee Mayor and City Council
July 17, 2024
Page
143 of 1032

City of Menifee Staff Report
Menifee Police Department Retention Schedule
July 17, 2024

Page 2 of 2 ends

2 2
6 5
The retention of records created and maintained by police departments and their respective cities is generally addressed by Government Code Section 34090, et seq. The statute establishes the authority of the City Council to adopt retention terms for records or copies of records. To implement the provisions of Government Code 34090, et seq., the legislative body must adopt a resolution to approve the disposition of records, with the consent of the City Attorney, as identified in the proposed schedule.

Staff will follow all applicable laws, including any changes, updates or revisions to State mandates to ensure that the MPD is in compliance with its schedule. The resolution requires updates and amendments to be approved by the City Manager, City Attorney, and City Clerk.

The proposed Menifee Police Department retention schedule would increase operational efficiencies and the City may realize potential cost savings related to the management of City and Department records. The proposed retention schedule identifies the terms for retention and related statutory references that support staff’s recommendations. The proposed retention schedule has been reviewed by the City Attorney and conforms to the legal requirements set forth by California law.

No document described in the proposed retention schedule shall be destroyed if the police department has received correspondence pertaining to a complaint in a civil action. However, immediately following the final resolution of the civil action, records subject to the action may be destroyed.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. Any potential cost savings related to increased operational efficiencies are not able to be estimated at this time.

ATTACHMENTS

1. Resolution

2. Retention Schedule
Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 2

Menifee Mayor and City Council
July 17, 2024
Page
144 of 1032

RESOLUTION NO. 24-

A RESOLUTION OF CITY COUNCIL OF THE CITY OF MENIFEE AMENDING

THE EXISTING RECORDS RETENTION SCHEDULE TO INCORPORATE THE

MENIFEE POLICE DEPARTMENT AND AUTHORIZING THE DESTRUCTION OF

CERTAIN CITY RECORDS IN ACCORDANCE WITH THE PROVISIONS OF THE

RECORD RETENTION SCHEDULE
WHEREAS, the maintenance of numerous records is unnecessary after a certain period of time for the effective and efficient operation of the government of the City of Menifee; 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 to be maintained by law may be destroyed; and
WHEREAS, in addition to Government Code Section 34090, various other state and federal laws provide for retention periods for certain government records; and WHEREAS, the City Council adopted Resolution No. 14-360 on April 2, 2014, adopting the City’s first Records Retention Schedule; and
WHEREAS, the City Council adopted Resolution No. 19-783 on May 1, 2019, updating the City’s Records Retention Schedule; and
WHEREAS, the City Council of the City of Menifee established the Menifee Police Department in July of 2020; and
WHEREAS, there is a need to update and amend the adopted records retention schedule to incorporate the Menifee Police Department.

NOW, THEREFORE, the City Council of the City of Menifee does hereby resolve, determine and order as follows:

Section 1.The Records Retention Schedule, attached hereto as Exhibit "A," is hereby adopted as the records retention schedule for the City of Menifee. The records of the City of Menifee shall be retained as set forth in the Records Retention Schedule.

Section 2. Unless otherwise provided by law, the records of the City of Menifee may be destroyed as provided by Section 34090 of the Government Code of the State of California in accordance with the provisions of the Records Retention Schedule upon the request of the Department Head of the Department having control over the record, and with the written consent of the City Attorney and City Clerk, without further action by the City Council of the City of Menifee.

Section 3. Updates and amendments to the Records Retention Schedule are hereby authorized to be made with the consent of the City Manager, City Attorney and City Clerk, without further action by the City Council of the City of Menifee.

Section 4. The term “records” as defined in Government Code section 6252(e), and used herein shall include, without limitation, documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers.

Section 5. The City Clerk Shall certify as to the adoption of this resolution.

Section 6. The Resolution shall be deemed effective upon adoption.

Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 1

Menifee Mayor and City Council
July 17, 2024
Page
145 of 1032

Records Retention Schedule and Authorizing of Destruction PASSED, APPROVED AND ADOPTED this 17th day of July, 2024.

Bill Zimmerman, Mayor
Attest:

Stephanie Roseen, Acting City Clerk
Approved as to form:

Jeffrey T. Melching, City Attorney
Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 2

Menifee Mayor and City Council
July 17, 2024
Page
146 of 1032

CY+2Y GC34090
0001 1020 Administration Administrative Files Working papers pertaining to and arising from the policies
and procedures of the
department; includes
directors and other staff
members' files.

Includes memos, reference
reports, calendars, day planners,
contact files, working files, back-
up documents, copies of source
documents, charts, outlines and
chron files, phone memo pads,
forwarded digital messages and
voice over internet (VOIP)
messages received in e-mail that
pertain to City business, Contract
Management files.

CL+2Y GC34090
0001 1030 Administration Logs A document listing activities, items, individuals and noting
the same information about
each entity. Includes
journals, diaries, logbooks,
detail, records (i.e., seismic)
day books and rosters. Logs
created by City or received
from outside agencies
reflecting use of City
resources.

Drivers Logs/Qualifications,
Master Record Audit Logs
(MCT), Records - Attendance,
Sign-in Logs, Visitor Registration
Logs, Accident/Injury Logs, EMS
Quality Management Review,
Code Enforcement Logs, Badge
lists, Case Assessment Logs,
Court Liaison Filing Logs,
Equipment Inventory Logs,
Towed/Stored Vehicle Logs,
Chain of Custody records.

Dispatch Logs, Court - Daily
Schedule, Daily accounting of
calls-for-service and initiated
activities by officers and PST's,
Daily Activity Records, Officers
Daily Logs, Subpoena Log Book,
Fire Vehicle Check Sheets,
Meeting Room Reservations,
Dispatch Incident/Status Cards.

CL+2Y GC34090d
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 1 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 1

Menifee Mayor and City Council
July 17, 2024
Page
147 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0001 1040 Administration Social Media Content City blogs, instant messaging, web-pages,
Facebook, Twitter.

Final Retention
Requirement is
determined by
retention period
based on the content
or subject of the
information. Generally
the same retention as
correspondence.

Please refer to City
Clerk for guidance.
0001 2010 Administration Newspaper/
Magazine Clippings
Copies of articles about the
City appearing in
newspapers or magazines
related to important activities
or milestones & copies of
published articles describing
City events.

CY+2Y GC34090. May be
kept longer for
historical value.

Please refer to the
City Clerk for direction
on historical value.
0001 2020 Administration Photographs Hard copy original, Digital or best available copy or
negatives of events
significant to the City.

Aerial photographs, digital
photographs
SU+2Y GC34090. May be
kept longer for
historical value.

Please refer to the
City Clerk for direction
on historical value.
0001 2030 Administration Publications Records produced while preparing official City
publications and finished
product. Working papers
include the release to use
artwork and must be retained
to document the right to use
the material.

Menifee Annual Report, Menifee
Matters
SU+2Y GC34090
0001 2040 Administration Awards/ Donations Awards and Donations to and from the City.

PERM
0001 2050 Biographies PERM
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 2 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 2

Menifee Mayor and City Council
July 17, 2024
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Monthly Reports, Activity
Reports.

CL+2Y GC34090
0001 3020 Administration Reports: Technical Technical or management reports based on studies or
research commissioned or
performed by the City, the
completed report or study.

May include backup material
required to justify the
findings, recommendations,
or actions.

Statistics, Statistics - Daily,
Statistics, Crime Analysis, Clean
Water Annual Information, Staff
or equipment Turnovers,
Conductivity, Sewer Devices,
Waste Management, Storm
Water Records, Solid Waste
Turnover, Water Regulations,
Sludge Reports, NDPS Reports,
Conductivity Profile, Inspection
Reports, Studies of Sand, Air
Pollution Control District; Traffic
Counts, Monthly Traffic, Traffic
Statistics.

SU+2Y GC34090
0001 3030 Administration Research Files Records related to topics and issues filed by the
subject of the records. May
include studies, reports and
other results of research
activities.

They could change to Project
files if ongoing.

Subject Files, Project Files, A-Z
files, General Correspondence
files, General Subject files Issues
and Complaint, Administrative
Subject Files - CDC,
Administrative Subject Files.

CL+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 3 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 3

Menifee Mayor and City Council
July 17, 2024
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City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0001 4010 Administration Personnel Files Records maintained by the department. May include
some of the documents also
in the main Personnel file,
but also contains updates
and other documents not
sent to Human Resources.

Department Personnel Files,
Employee Salary Files, Field
Training Files, Instructor Files
(Public Works, Recreation),
Junior Lifeguard forms.

Personnel Confidential Meeting
Notes/Minutes. and PAF's
(Personnel Action Forms.)
Instructor Files.

CL+2Y GC34090
0001 4020 Administration Department Goals &
Objectives
Records related to goals and
objectives set by the
department director.

CL+2Y GC34090
0001 4030 Administration Conference &
Meetings
Records and materials
related to internal conference
and meetings.

CY+2Y GC34090
0001 5010 Administration Plans/Policies/Proced
ures: Internal Policies
& Procedures,
Departmental
Includes directives, disaster
recovery plans, emergency
action plans, policy
statements, procedure
manuals, and table of
organization, Council
Policies.

Standard Operating Procedures
(SOP's), Retention Schedules,
Administrative Directives,
Administrative Manuals, Disaster
Plans, Affirmative Action Plans,
Employee Manuals, Performance
Standards, Procedures Manuals,
Policy Manuals, General Orders,
Rules & Regulations.

SU+5Y GC34090(d)
0001 5020 Administration Budget Operating Records or materials related to the department's annual
operating budget.

SU+2Y GC34090
0001 6010 Administration Employee Activities &
Events
Records and supporting
materials related to
employee activities and
events.

Brochures, flyer,
correspondence, etc.

CU+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 4 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 4

Menifee Mayor and City Council
July 17, 2024
Page
150 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0001 7010 Administration Programs Documents describing an organized set of activities
directed toward a common
purpose or goal that an
agency undertakes or
proposes to carry out its
responsibilities. A
mechanism for conveniently
and uniformly identifying and
organizing the City's
activities and services.

Affirmative Action Program,
Adelante Program, Affordable
Housing Program, Literacy
Program, Senior Activities,
DARE Program, Storm Water
Program, Summer Youth
Program, Sister Cities Program,
C.A.R.E. (Citizen Assisted Radar
Enforcement), Clean Water
Program, Records Management
Program, Document Imaging
Program, Safety Programs,
Educational Programs for
employees.

CL+3Y GC34090; 24
CFR570.502(b)(3); 24
CFR85.42 &OMB Cir.

A110, #C
0001 8010 Administration Permits: Transitory Permits and permitted actions of limited duration.

Business application,
background check information,
Sign Permits, Alternate Sign
Permit Files, Special Events
Permits.

CL+2Y GC34090;
GC911.2(a)
0001 9010 Administration Complaints: Citizen,
Constituents, Public,
Residents
Records related to
communications and
contacts with constituents,
including complaints and
comments. Includes action
taken to resolve complaints
and response to comments.

Traffic Complaints, Committee
complaints.

CL+2Y 24 CFR 850.77; 48
CFR 4.703
0002 1010 Human
Resources
Employees Lists Lists of employees created
showing shift assignments,
work assignments, standby
lists.

SU+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 5 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 5

Menifee Mayor and City Council
July 17, 2024
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151 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 1020 Human
Resources
Labor Relations Records related to relations
between the City, labor
unions and employees,
including arbitration files,
Collective Bargaining
Agreements & labor union
meetings.

Labor Memorandum of
Understanding (MOU),
Negotiation.

PERM 29 USC 436 29 USC
Sections 211(c),
203(m), 207(g)
0002 1030 Human
Resources
Employee Handbook General employee
information.

SU+2Y GC34090
0002 1040 Human
Resources
Employee
Identifications
T+2Y GC34090
0002 1050 Human
Resources
Organization Charts SU+2Y GC34090
0002 1060 Human
Resources
Classification
Specifications
Records and materials
related to or supporting
Classification Specifications.

Classification Specifications,
Classification Studies, reports,
lists, research, etc.

PERM GC34090; PERM for
Historic value.
0002 2010 Human
Resources
Security & Security
Plans
Records related to the
protection of property and
information from
unauthorized activities.

Includes courier
authorizations, employee
clearance lists, security
disturbances.

Records documenting the
procedures pertaining to
security of visitors,
employees, equipment,
buildings, and information.

CL+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 6 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 6

Menifee Mayor and City Council
July 17, 2024
Page
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City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 3010 Human
Resources
Actuarial Reports Reports projecting life
expectancy, future benefits
and other information
needed to calculate
contributions and provisions
of benefit programs.

Authorization to Pay (ATP),
Refunds, Reimbursements,
Accounts Payable Checks -
General Fund CDC, Accounts
Payable Checks w/Backup,
Rental Rehab. Program Grants,
Payment Records, Cash
Disbursement Registers, Budget
Journal Vouchers - CDC, Travel
Expense Files, Departmental
Budget Expenditure Files,
Accounts Payable Checks with
Backup Statements for
Recipients of Non-Employee
Compensation, Cash , Water
Deposit Refund Records,
Uniform Vouchers (by name),
CalPERS Billing Payments, Risk
Recovery, Wire Transfers.

AU+7Y 29 CFR 1627.3;
GC34090
0002 3020 Human
Resources
Employee Benefits
General
Records relating to benefits,
benefit plans, plan selection
and plan administration for
each unit.
6Y 29 USC 1113
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 7 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 7

Menifee Mayor and City Council
July 17, 2024
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153 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 3030 Human
Resources
Employee Benefits
Provided
Records relating to employee
benefits, including
government reporting,
benefit reports, incentive
plans, medical Insurance,
deferred comp plans.

Records describing
insurance plans available to
employees.

Explanation of Benefits (EOBs),
EEO Forms & salary
administration, benefits provided,
absence records, claims,
educational assistance financing,
employee relocation, group
insurance and health insurance
claims, Disability/Workers
Compensation, Compensation.

Disability plans, education
assistance plans, employee
relocation benefits, group
insurance plans, incentive plans,
medical insurance plans, pension
plans, profit sharing plans,
retirement plans, sick leave
benefits, life insurance.

PERM GC6250 etseq; OMB
A-12929
CFR1602.30; 32; Lab
Rel Sec 1174* May
include dental,
disability, education,
health, life and vision
including dependent
care and Employee
Assistance *29 CFR
1637.3; 29 USC 1027;
29 CFR 1627.3; 29
USC 1113; GC34090
0002 3040 Human
Resources
Council
Compensation Plans
Records or materials related
to council compensation
plans.

PERM GC34090
0002 3050 Human
Resources
Benefit Plan
Enrollment, Denied
Files and records related to
denied or rejected benefit
plan enrollment.

Applications, forms, supporting
materials.

CL+4Y GC34090; OMB A-
128
0002 3060 Human
Resources
Medical Leave Records and materials
related to the employee's
medical leave.

Applications, forms, supporting
materials. May include Family
leave, certifications, tests, W-4s.

CL+30Y FMLA 1993 US
OSHA; 29 CFR;
1910.20; 29 CFR
1602.30.32; 49 CFR
193-9
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 8 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 8

Menifee Mayor and City Council
July 17, 2024
Page
154 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 4010 Human
Resources
Job Announcements
Recruitment
Records documenting
notices of job openings
communicated in the media
or other methods. Records
related to hiring employees.

Includes rejected
applications, job
announcements and records
documenting hiring for
temporary employees.

Note: Applications for hired
employees go into the
Personnel File and are not
part of this group.

Recruitment Applications,
resumes, alternate lists/logs,
indices; ethnicity disclosures;
examination materials;
examination answer sheets, job
bulletins; eligibility; electronic
database. Testing, Exams,
Personnel Exams.

CL+3Y CA: LC 1197.5
GC12946; GC6250 et
seq; 29 CFR 1602 et
seq 29 CFR 1607;
29CFR 1627.3
0002 4020 Human
Resources
Job Descriptions Job descriptions, job
positions & inactive job
positions.

PERM GC34090
0002 5010 Human
Resources
Personnel Files Records documenting
detailed personnel actions
for employees.

Records documenting hiring
activities for employees that
were ultimately hired. Also
includes records related to
human resources activities
not covered in more specific
categories as well as
Volunteer Files.

Includes temporary employees
records, education records,
employee evaluations,
terminated employees Public
Employees Retirement Systems
(PERS) reports, contracted
instructors, employee
evaluations and records related
to decisions to transfer
employees.

T+30Y GC34090;CAC 22-
1085-2
0002 5020 Human
Resources
Drug & Alcohol
Testing: Negative
DOJ, Working files Negative
Drug & Alcohol results.

CY+2Y 49 CFR 382.401;
GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 9 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 9

Menifee Mayor and City Council
July 17, 2024
Page
155 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 5030 Human
Resources
Drug & Alcohol
Testing: Positive
DOJ, Working files Positive
Drug & Alcohol results.

CY+5Y 49 CFR 382.401;
GC34090
0002 5040 Human
Resources
Personnel
Administration
Records related to
employment actions
involving groups of
employees.

Layoff, promotion and retirement
records, salary administration,
bonus determinations, cost of
living surveys, pay scales, salary
surveys and personnel transfers.

SU+3Y 29 CFR 405.9
0002 6010 Human
Resources
Employee:

Hazardous Exposure
Records documenting
general exposure of
employees to hazardous
substances, including
employee exposure records,
Material Safety Data Sheets
(MSDS) and radiation
exposure records.

PERM 29 CFR 1910.1001 29
USC 1113 GC6250 et
seq; OMB A-129 29
CFR 1602.30; 32; Lab
Rel Sec 1174* May
include dental,
disability, education,
health, life and vision
including dependent
care and Employee
Assistance
*29 CFR 1637.3; 29
USC 1027; 29 CFR
1627.3; 29 USC 1113
GC34090
0002 6020 Human
Resources
Employees:

Health/Safety
Records related to employee
health and safety.

CL+3Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 10 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 10

Menifee Mayor and City Council
July 17, 2024
Page
156 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 7010 Human
Resources
Employee Training Records related to training
employees; records
containing materials used to
train employees; records
related to the development
and operation of City-
sponsored training programs
and seminars. Includes
course listings, employee
certification & training
materials. May include
material from both internal
and external sources.

Training Materials, AB 1234
Certificate, Lifeguard
Responsibility, Dive Training,
Training Records, Sexual
Harassment Prevention training,
Orientation training. Does not
include Employee Safety
Training.

Please note this code only
refers to certifications that
need to be retaken and/or
certifications with expiration
dates.

CL+2Y GC34090
0002 7020 Human
Resources
Education & Training Records and files related to
Conference & Seminars,
Educational Programs,
Education Reimbursements,
Training Programs.

Conference & Seminars,
Educational Programs,
Education Reimbursements,
Training Programs. Any
conference, program, or training
materials that do not have
expiration dates or require and
employee to retake the course or
program.
2Y+AT GC34090
0002 7030 Human
Resources
Intern Programs Records and materials
related to Intern Programs
provided by the City.

Applications, forms, supporting
materials.
2Y+AT GC34090
0002 7040 Human
Resources
Special Employment
Programs
Records and materials
related to Special
Employment Programs
provided by the City.

Applications, forms, supporting
materials.
5Y+AT GC34090
0002 8010 Human
Resources
Workers
Compensation
Records documenting
occupational injuries and
claims involving workers
compensation.

Workers comp / safety files,
closed; Workers comp - safety -
current; workers comp / safety
files - current activity, worker's
compensation records, worker's
compensation reports.

PERM GC6410; 29 CFR
1910.20
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 11 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 11

Menifee Mayor and City Council
July 17, 2024
Page
157 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0002 8020 Human
Resources
Accidents and
Accident Prevention
Internal records related to
the prevention, investigation
and handling of accidents,
including safety inspections,
safety investigations,
investigation of employee-
involved vehicle accidents.

Facility Reviews, Accident
Records, Accident & Safety
Records, Ergonomic issues,
Accident Review Board files,
Compliance Inspections,
Accident Review, Employee
Safety Training, Event Waivers.

SU+2Y GC34090
0002 8030 Human
Resources
Personnel
Investigations
Records and supporting
materials related to the
employee's personnel
investigation.

AS+30Y GC34090
0002 8040 Human
Resources
Grievances Grievance files. CL+5Y GC34090
0004 1020 Information
Technologies
Security Recordings:

General
Security/surveillance routine
video recordings. "Routine
video monitoring" means
videotaping by a video or
electronic imaging system
designed to record the
regular and ongoing
operations of the
departments, including
mobile in-car video systems
and building security taping
systems.

CY+2Y
GC34090.7
0004 1030 Information
Technologies
Computer Software &
Licensing
Documentation of computer
software developed or used
including software licenses,
maintenance, software back-
up copies. These are City
assets. The right to use a
piece of software is subject
to outside audit.

CL+2Y GC34090
0004 1040 Information
Technologies
Network Information
Systems (LAN/WAN)
Configuration maps and
plans.

CY+4Y GC34090; CCP
337.2; 343
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 12 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 12

Menifee Mayor and City Council
July 17, 2024
Page
158 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0004 1050 Information
Technologies
Program Files and
Directories
Annual backup,
Daily backup,
Monthly backup,
Weekly backup.

CY+2Y GC34090;
GC34090.7
0005 1020 Economic
Development
Associations Records related to
membership or in the
activities of professional or
industry associations of
which the City is a member
or has a business interest.

CL+2Y GC34090
0005 1030 Economic
Development
Industry Relations Records related to
associations and other
cooperative efforts with non-
governmental organizations.

CL+2Y GC34090.7
0005 1040 Economic
Development
Marketing/
Advertising/ Publicity
Records related to
advertising, etc.

Includes trade shows and
records related to marketing
and promotion activities.

Lists detailing current prices
for products and services,
records documenting sales,
brochures, catalogs and
price lists.

CL+2Y GC34090
0006 1010 City Clerk Copyrights/Trade-
marks/Patents
Records of rights conveyed
by government related to
copyrights, trade-marks and
patents.

City Flag, City Seal, City
Software Projects involving
source code or proprietary
applications.

PERM PERM For historic
value.
0006 1020 City Clerk Articles of
Incorporation
Original Articles of
Incorporation.

PERM GC 34458-60
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 13 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 13

Menifee Mayor and City Council
July 17, 2024
Page
159 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0006 1030 City Clerk Historical: General Various items of historical value, including mementos
from Sister Cities, City
scrapbooks.

Special Events (Final
Information), Mementos, gifts to
Council, Advisory Group
Handbook. May Include
journals, diaries, logbooks, detail,
records (i.e., seismic) day books
and rosters documenting a
significant event in the City or
impact on City assets/personnel.

Those logs determined to have
historic value such as
documenting a significant event.

Pictures and headshots since
incorporation.

PERM Please refer to City
Clerk for approval of
historic items or
records.
0006 1040 City Clerk Historic Preservation
Inventory
Historic structures &
landmarks.

SU+2Y GC34090d
0006 2010 City Clerk Assessment Districts Original documentation for assessment district
formation, including
summary of the ballots
received.

Landscaping/Lighting districts,
Community Facilities Districts.

PERM California Constitution
Article XIII
0006 2020 City Clerk Assessment Ballots Ballots and supporting materials.

PERM GC34090 Filed with
resolutions.
0006 2030 City Clerk Election: Certification
of Election
Certificates of election -
original reports and
statements.

PERM GC34090a
0006 2040 City Clerk Election: Nomination
Papers
Nomination papers required
for submission by
Candidates for Office.

TERM+4Y EC17100
0006 2050 City Clerk Elections:

Notifications /
Publications
Proof of publication or
posting, certification and
listing of notice and posting;
copy of newspaper notice
and certification of offices to
be voted for at forthcoming
election.

E+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 14 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 14

Menifee Mayor and City Council
July 17, 2024
Page
160 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0006 2060 City Clerk Election: Successful
Candidate
Statements
Statements printed in the
sample ballots retained
permanently -- historical
purposes.

PERM GC81009(b)
0006 2070 City Clerk Election:

Unsuccessful
Candidate
Statements
Statements printed in the
sample ballots.

E+5Y GC81009(b)
0006 2080 City Clerk Oaths of Office Elected Officials & employees, City Emergency
Response Team members.

TERM+6Y GC36507
0006 3010 City Clerk FPPC: Administrative FPPC (Fair Political Practices Commission)
administration, working
papers, correspondence.

CY+5Y GC81009
0006 3020 City Clerk FPPC: Campaign
Filings - All Other
Committees
FPPC (Fair Political
Practices Commission)
Filings.

E+7Y GC81009-
0006 3030 City Clerk FPPC: Campaign
Filings - Elected
FPPC (Fair Political
Practices Commission)
Filings. Incl. candidate pack.

Form 400 Series, Form 501. PERM GC81009(b) Copies Kept 4 Years
0006 3040 City Clerk FPPC: Campaign
Filings - Not Elected
FPPC (Fair Political
Practices Commission)
Filings. Includes candidate
packs.

E+5Y GC81009(b) Copies kept 4
Years
0006 3055 City Clerk FPPC: Statement of
Economic Interests
Copies
FPPC (Fair Political
Practices Commission)
Filings.

Conflict of Interest Filings. 700
Forms
CY+4Y FPPC Guidelines
0006 3050 City Clerk FPPC: Statement of
Economic Interest -
Elected and Not
Elected
FPPC (Fair Political
Practices Commission)
Filings.

Conflict of Interest Filings. 700
Forms
CY+7Y GC81009(e) FPPC
Guidelines
0006 3070 City Clerk AB 1234 Public service Ethics
education proof of
participation certificate.

CL+5Y GC53235
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 15 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 15

Menifee Mayor and City Council
July 17, 2024
Page
161 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0006 4010 City Clerk Appointment Lists Lists related to the appointments of City Council,
Commissioners, and
Committee Members.

PERM GC3490
0006 4020 City Clerk Reorganization/
Rosters
SU+2Y GC3490
0006 4030 City Clerk Agenda Packets: City
Council
Agenda Packets for City
Council.

Agendas, staff reports, public
comments, meeting materials.

PERM GC34090
0006 4035 City Clerk Minutes: City Council City Council:

Meeting minutes, recording
the decisions made or
actions taken during the
meeting.

PERM GC-34090 Retention
for minutes should be
the same for City
Council and
Committees
0006 4040 City Clerk Agenda Packets:

Commission
Meetings
Agenda Packets for
Commission Meetings.

Agendas, staff reports, public
comments, meeting materials.

PERM PERM For historic
value.
0006 4045 City Clerk Minutes: Commission
Meetings
Commission:

Meeting minutes, recording
the decisions made or
actions taken during the
meeting.

PERM PERM For historic
value.
0006 4050 City Clerk Agenda Packets:

Committee Meetings
Agenda Packets for
Committee Meetings.

Agendas, staff reports, public
comments, meeting materials.

PERM PERM For historic
value.
0006 4055 City Clerk Minutes: Committee
Meetings
Committee:

Meeting minutes, recording
the decisions made or
actions taken during the
meeting.

PERM PERM For historic
value.
0006 4060 City Clerk City Council &
Committee Meeting
Videos
PERM GC3490
0006 4070 City Clerk City Council &
Committee Meeting
Audio
PERM GC3490
0006 4080 City Clerk Affidavits of Posting Affidavits of posting for City Council, Committee, and
Public Hearing meetings.

CY+2Y GC3490
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 16 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 16

Menifee Mayor and City Council
July 17, 2024
Page
162 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0006 4090 City Clerk Legal Notices Affidavits of Publication, Agenda Posting, Orders of
Adjournment, Public Hearing
Notices, Special meeting
notices, Cancellation notices.

CY+4Y CCP 343,
349 et seq.;
GC 911.2;
GC 34090
0006 5010 City Clerk Bonds, Insurance Bonds and insurance policies insuring city property and
other assets.

PERM CCP 337.2; 343
0006 5020 City Clerk Insurance Certificates
(Non- Contract)
Records related to all
insurance coverage affecting
the City except Liability
Insurance.

Certificates of Insurance, fidelity
bonds, insurance claims and
surety bonds. Statement of self-
insurance. Includes Certificates,
Records and Internal City self-
insurance documentation and
policies.

PERM GC34090
0006 6010 City Clerk Bids, Proposals,
RFQ, RFP's: NOT
Awarded
Unsuccessful bids, proposals
or RFP/RFQ responses,
Reverse Auctions.

CL+2Y GC34090;
CCP 337
0006 6020 City Clerk Bids, Proposals,
RFQ, RFP's:

Awarded
Records relating to bids,
proposals, Requests for
Qualification (RFQ) and
Request for Proposals (RFP)
and specifications. Reverse
Auctions.

CL+6Y GC34090 Successful
RFPs shall be filed
and retained with the
executed
agreement/contract.

The close date being
the date the
agreement/contract
was terminated.

Refer to
corresponding
Agreement
retention.
0006 6030 City Clerk Professional Services
Agreement
Agreements and contracts
related to professional
services and consultants.

CL+10Y GC34090
0006 6040 City Clerk Joint Powers
Agreements
Includes corresponding
insurance certificates.

PERM GC34090
0006 6050 City Clerk Development
Agreements
Includes corresponding
insurance certificates.

CL+10Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 17 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 17

Menifee Mayor and City Council
July 17, 2024
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PERM GC34090
0006 6070 City Clerk Bond Agreements Includes corresponding insurance certificates.

PERM GC34090
0006 6080 City Clerk Franchise
Agreements
Includes corresponding
insurance certificates.

PERM GC65864, 65869.5,
34090
0006 6090 City Clerk Lease Agreements CL+4Y GC3490
0006 6095 City Clerk Lien Agreements Agreements related to tax liens.

PERM GC3490
0006 7010 City Clerk Claims CL+5Y GC34090
0006 7020 City Clerk Litigation Records related to possible or pending litigation or other
legal action and court case
files.

Billing/Customer Records-
Litigation, Litigation files.

CL+5Y 26 CFR 301.6532-2
0006 7025
City Clerk
Litigation: Final
Judgments
Settlements/Court
Orders
Records specifying final
judgments, settlements or
orders related to or resulting
from litigation.

CL+5Y 26 CFR 301.6532-2
CAC 10104
0006 7030 City Clerk Legal Opinions Records resulting from legal questions that document the
specific legal advice
provided.

PERM 45 CFR 164.316
0006 7040 City Clerk Subpoenas Written legal order directing a person to appear in court
or to produce documents or
material.

CY+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 18 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 18

Menifee Mayor and City Council
July 17, 2024
Page
164 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0006 7510 City Clerk Code Books Outside agency Code books for building / development /
public safety adopted by
Council action.

National Electrical Code,
Uniform Building, Fire,
Mechanical, Plumbing &
Supplements.

PERM GC34090
0006 7530 City Clerk Appeals - Civil Appeals of Planning Commission Action and Calls
for Review, of Administrative
Citations.

CY+3Y CAC 10104 CCP
583.320(a)(
3); GC
34090
0006 7520 City Clerk Resolutions Resolutions signed by City Council.

PERM GC34090
0006 7530 City Clerk Ordinances Ordinances signed by City Council.

PERM GC3490
0006 8010 City Clerk Public Records
Requests
Requests & responses to
Public Records Act request
for City records, including all
back-up documentation.

PRA requests CY+2Y GC34090
0006 8020 City Clerk Retention Schedule Retention Schedule and polices.

PERM GC3490
0006 8030 City Clerk Records Destruction Records Destruction lists, authorization, certificates.

PERM GC3490
0006 8040 City Clerk Records Inventory Records Inventory lists. SU+2Y GC3490 0006 8050 City Clerk Recordations PERM GC3490 Please see Code
Enforcement
recordations for
recorded
documents
related to Code
Enforcement.

Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 19 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 19

Menifee Mayor and City Council
July 17, 2024
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Acquisitions /
Divestitures /
Annexations
Records related to the
acquisition of or divestiture of
City real property. Supporting
documents regarding the
sale, purchase, exchange,
lease or rental of property by
City, including eminent
domain. May include records
of acquisitions, annexations,
divestiture and
reorganizations including
work papers and due
diligence.

PERM GC34090a
0006 9020 City Clerk Appraisals for Non-
Purchased Properties
CY+2Y GC3490
0006 9030 City Clerk Liens & Releases Not
Recorded
Records related to liens that
were not or are not recorded.

CL+2Y GC3490
0006 4075 City Clerk Applications Elected
Officials
Applications for elected
officials
PERM PERM For historic
value.
0006 4080 City Clerk Applications for
Unsuccessful or Non-
Elected Officials
Applications for
Unsuccessful or Non-Elected
Officials
CL+2Y GC34090
0007 1010 Finance Customer Lists Records of customers who have purchased services
from the City.

Business License list,
Community Services Events,
(confidential record series),
mailing lists, Parks & Recreation
waiting lists.

SU+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 20 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 20

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July 17, 2024
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Five Year Plan. CL+2Y GC-34090
0007 1030 Finance Applications Records of applications and rights obtained from
government permitting
certain business activities.

Includes building permits,
environmental permits and
associated documents that
pertain to the permit.

Business Licenses and renewals,
Administrative Construction
Permits, Licensing, Building
Applications & Permits, Industrial
Waste Discharge Permits
(Issued by Water Resources
Board), Sales Tax Licenses
(Issued by State), Taxi Cab
Applications, Parking Permits,
Land Use Development.

CL+2Y GC34090a
0007 1040 Finance General Ledger Summary Records of all accounts.

General Subsidiary Ledger. PERM GC34090; CCP 337
0007 1050 Finance Investments Records related to investing including records relating to
bonds, futures/options,
securities & records
documenting other
investments including the
proof of ownership, purchase
Info, annual statements, and
investment results.

Monthly Investments, Treasury
Investments, Buy/Sell,
Investment Broker Orders,
Investment Transaction Records,
Investment Safekeeping
Statements, Treasurer's Reports.

PERM GC34090;
CCP 337;
GC 53607
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 21 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 21

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July 17, 2024
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AU+4Y GC34090
0007 2020 Finance Accounts Payable
(A/P)
Records related to the
accounting for money due to
creditors and vendors.

Includes cash disbursements,
and invoices, vouchers, bad debt
write-off allowances, contract
accounting records, cost
accounting records, credit card
charge slips, credit card
statements, donations, employee
expense reports, petty cash
records, royalty payments,
unemployment insurance
payments, vendor packets &
workers' compensation insurance
payments. Includes Blank
Checks.

AU+4Y 26 CFR 35a.9999-5;
CAC 1689; 26 CFR

31.6001-1
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 22 Item Title: 10.8
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Item Page Number: 22

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Includes cash receipts, credit
advises, sales receipts, cash
packets/receipts, cash
reconciliations, Electronic Funds
Transfer Customer History Files,
Tie-Down Fees, Billing/Customer
Files, Cash Receipts Registers -
CDC, Treasurer's Receipts -
CDC, Treasurer Receipts
Adjustment Journals - CDC,
Treasurer's Receipts/Receipts
for Monies Received, Invoices:

Paid, Void & Write-off, Adaptor &
Key Deposit Receipts, Paid
Receipts, Cash Register
Tapes/End of Day Reports,
Notice of Delinquent Parking
Violation, Parking Citations:

Menifee/Other Agencies, Cash
Register Tapes, Receipt Books,
Daily Recap of Receipts with
TR's, Parking Lot Files: Revenue
Received, Paid Receipts,
Recreation deposits, Affidavits of
Gross Receipts, Records related
to the management and
collection of bad debts or Liens,
monies into the General Fund,
False Alarm receipts, Accounts
Receivable Invoices, Ambulance

AU+4Y 26 CFR 35a.9999-5;
CAC 1689; 26 CFR

31.6001-1
0007 2030 Finance Purchase Orders Records of purchasing including approved bids or
quotes.

AU+4Y GC34090
0007 2040 Finance Petty Cash Funds AU+5Y GC34090
0007 2050 Finance Audit Preparation
Files
CY+2Y GC34090
0007 2061 Finance Bank Deposits AU+5Y GC34090; 26; CFR
16001-1
0007 2062 Finance Bank Reconciliations AU+5Y GC34090; 26; CFR 16001-1
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 23 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 23

Menifee Mayor and City Council
July 17, 2024
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169 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0007 2063 Finance Bank Statements AU+5Y GC34090; 26; CFR 16001-1
0007 2064 Finance Check Registers AU+5Y GC34090; 26; CFR 16001-1
0007 2065 Finance Returned Checks AU+5Y GC34090; 26; CFR 16001-1
0007 2066 Finance Stale Dated Checks AU+5Y GC34090; 26; CFR 16001-1
0007 2067 Finance Stop Payments AU+5Y GC34090; 26; CFR
16001-1
0007 2068 Finance Deposit Slips AU+5Y GC34090; 26; CFR
16001-1
0007 2069 Finance Deposit Corrections AU+5Y GC34090; 26; CFR 16001-1
0007 2070 Finance Wire Transfers AU+5Y GC34090
0007 2071 Finance Employee Payroll Files related to City Employee Payroll.

AU+5Y GC34090; CCP 337
0007 2072 Finance Payroll Invoices AU+5Y GC34090; CCP 337 0007 2073 Finance W2s 20Y
0007 2080 Finance Certifications,
Outside Agencies
Audit findings of compliance. AU+4Y CCP583.320.3
0007 3010 Finance Budgeting Records related to budgeting activities, including
budgeting work papers.

Does NOT include approved
budgets.

Fund files, Budget Preparation
files, Departmental Budget
Expenditure Files, Budget
Adjustment Files.

CL+6Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 24 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 24

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July 17, 2024
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170 of 1032

Check Adjustment/Corrections
Register, Travel Journals, Water
Billing Registers, Daily
Input/Transaction Journal,
Accounting Journals, Adjusting
Journal Entries - CDC, Budget
Adjustment Journals - CDC,
Check Correction Journals -
CDC, Standard Journals, CDC,
Travel Journals - CDC, Adjusting
Journal Entries, Budget Journal
Entries, Checks - Void Register,
File Maintenance Journal,
Standard Journal Entries,
Treasurer's Receipts:

Adjustments/Corrections,
General Ledger Papers & Other
Work Documents, Journal
Vouchers for Investments.

AU+2Y GC34090
0007 3030 Finance Budgets: Approved,
Operating and CIP
Final budgets adopted by
Council. Records projecting
income and authorizing
expenditures for the
legislative body.

PERM GC34090
0007 4010 Finance Appraisals for
Purchased Properties
PERM GC3490
0007 4020 Finance Assessment Rolls Received from the County once a year.

Final Assessments. AU+4Y GC34090;
CP583.320a;
CCP583.320.3-
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 25 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 25

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July 17, 2024
Page
171 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0007 4030 Finance Fixed Asset Property
Inventory/Valuation
Records related to the
accounting for the capital
gain or loss related to the
purchase and sale of non-
real property. Includes
capital property, capital asset
records, property
depreciation schedules,
property material transfer
files, property detail records,
property inventory and
property sold, records
describing the type, model,
and location of property and
the value for accounting
purposes.

Fixed Asset Files, Fixed Asset
Reports.

AU+4Y 26 CFR 1.167(A)-11
GC34090; 26
CFR 301 65-
1(F)
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 26 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 26

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July 17, 2024
Page
172 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0007 4040 Finance Financing: Real
Property
Includes external contracts
with outside lending
institutions to borrow money
stating the terms and
conditions of the loan,
Letters of Credit, loan
applications & agreements,
mortgage records, credit
agency reports, credit
applications, as well as notes
documenting current
financial obligations,
cancelled notes, internal
records submitted from
outside parties, requesting
credit for the purchase of
products and services that
provide information that will
be used to determine
whether credit will be
extended.

AKA Loan Applications and
Agreements - External.

CL+6Y 26 CFR 1.167(A)
0007 4050 Finance City Owned Property
Inventory
PERM GC34090
0007 5010 Finance Accident Reports:

City Assets
Reports and related records. CL+7Y 29 CFR 1904.2; 29;
CFR 1904.6
0007 5020 Finance Audit Reports:

External
Records reviewing and
documenting financial Info
created as part of an audit
performed by an outside
person or organization.

Financial Audits - External, DOJ
Audits, P.O.S.T. audits, CJIS
audits, Audit Reports, Findings of
Compliance
AU+6Y 17 CFR 210.2-06
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 27 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 27

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July 17, 2024
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173 of 1032

Internal
Records reviewing and
documenting financial Info
created as part of an audit
performed by a person in the
organization.

Financials - Audited - Internal,
Budget Audits, Audit Reports.

AU+2Y GC34090
0007 5030 Finance Finance Annual
Report
Records stating financial
condition of the City at the
end of the fiscal year.

Generally, the same as the
Annual or Certified Financial
Statements. Also includes
Annual Records stating
Financial condition of the
City at the end of the fiscal
year. Generally, will become
the Certified Financial
Statement after the audit has
been completed. Includes
records stating the certified
or official financial condition
of the City at the end of the
fiscal year.

Does NOT include

MONTHLY/QUARTERLY
statements.
. Profit and Loss Statements AU+7Y GC 34090.7
0007 5040 Finance Financial Reporting:

Monthly/Quarterly
Records stating financial
condition of the organization
at the end of the month or
quarter. The annual financial
statements replace these
Reports. Does NOT include
Annual Reporting.

Quarterly Financial Reports. CY+2Y GC34090.7
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 28 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 28

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July 17, 2024
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May include worksheets,
spreadsheets, analysis and
report of financial or
investment results.

Deferred Compensation Reports,
Statistical Reports, Labor
Distribution Report, Fiscal Agent,
Fiscal Information Financial
System Reports - Prior System,
Check/Warrant Registers - CDC,
Monthly Health Plan Claims
Reports, Capital Outlay/Non-
Capitalized Inventory, Summary
Capital Outlay/Non-Capitalized
Inventory, Cash Disbursement
Registers, Cash Receipts
Register, Monthly Cash Receipts
Register, Check Registers: Bi-
Monthly Approved Registers,
Cost Sharing Transfer Journals,
Department Expenditure
Summary, Departmental
Expenditure Statement,
Department/Program
Expenditure Summary,
Department/Program Revenue
Summary, Department Revenue
Summary, Fund Expenditure By
Department,
Department/Program
Expenditure Summary, Fund
Expenditure Summary, Fixed
Assets Reports, General
Administrative Costs Report,

AU+4Y 26 CFR 35a.9999-5;
CAC 1689; 26 CFR

31.6001-126 CFR

1.6001-1/08
0007 5060 Finance Treasurer's Report Quarterly and Annual reports to the City Council outlining
the City's financial
investments.

PERM GC34090;
CCP 337;
GC 53607
0007 5070 Finance Travel Expense
Reports
CY+2Y GC34090
0007 6010 Finance Securities & Letter of
Credit
PERM GC3490
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 29 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 29

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July 17, 2024
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175 of 1032

Bonds Administration Files, Bond
Administration Files - CDC, Bond
Account Statements - CDC,
Bond Registers & Assessment
Records, Bond Account
Statements, Bond Certificates &
Redeemed Coupons.

CL+ 10Y GC34090;
CCP 337.5
0007 7010 Finance Tax: Sales & Use Sales and use tax returns and work papers.

AU+4Y GC34090
0007 7020 Finance Sales Tax License License to collect sales tax.

Issued by the State.

CL+3Y GC34090
0007 7030 Finance Tax: General Tax Records and
Administration and
information.

AU+4Y GC34090
0007 8010 Finance Grant Records &
Agreements Files:

General
Documents related to
awarded grants including
applications, agreements,
progress & financial reports
and compliance paperwork.

Quality Children's Services,
Grant Financial Files - CDC,
Grant Files: Community
Development Block Grants,
Community Applications, Grant
Files: Proposals Not Funded,
Grant Files: State & Federal
Grants.

AU+6Y 24 CFR 850.77; 48
CFR 4.703
0007 8020 Finance Grant Records &
Agreements: City
Property Acquisition
Documents related to grants
awarded for property
acquisition including
applications, progress &
financial reports and
compliance paperwork,
Acquisitions including land
use restrictions.

PERM GC 34458-60
24CFR880.603-
ACT+3
0008 1020 CDBG Audits: HUD Working papers related to
operational auditing
activities.

HUD, CDBG Audits. CL+4Y 17 CFR 210.2-06
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 30 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 30

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July 17, 2024
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Records used to prepare the
draft and final EIR published
by the City's responses to
comments, mitigating
declarations, addendum, and
notices of determination filed
with the state/county clerk.

Records documenting
compliance with established
auditing procedures and
environmental pollution
requirements, as well as
records monitoring
environmental activities and
testing records. Includes
records submitted to
government agencies to
document the environmental
test results.

Water Quality Assurance/Water
Quality Control, Environmental
Impact Reports. Negative
Declarations, Air Quality,
Technical studies (AQ, Noise,
Bio, Ect) Instrument Reading,
Testing Records, Information
Collection Request, Chemical
Emissions. TIAs, Noise Studies,
Paleo Reports, Tech Studies.

PERM GC34090d
0009 1040 Community
Development
Land Use Files that document the
development and use of
public and private property
within the City. Includes:

Zone Amendments
PERM GC-34090
0009 1050 Community
Development
Drawings, Project
Plan
Does not include those
usually filed with case or
project.

CU+2Y GC34090d
0009 1060 Community
Development
Land Uses,
Nonconforming/
Zoning Letters
Building or site usage which
does not conform to
current standards.

PERM GC34090a
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 31 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 31

Menifee Mayor and City Council
July 17, 2024
Page
177 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0009 1070 Community
Development
Site Plans PERM
0009 1080 Community
Development
Development
Conditions
Mitigation measures; filed
with case files.

PERM GC34090
0009 1090 Community
Development
Annexation Case and
Sphere of Influence
Files
Reports, agreements, public
notices.

PERM GC34090
0009 2010 Community
Development
Projects, Not
Completed or Denied
Files and plans that were
denied or never finalled.

CL+2Y GC34090 File closes 6
months from the
last date of
activity.
0010 2010 Building & Safety Building Permits Construction, signs. PERM GC34909a; H&S 19850;
4003;4004
0010 2020 Building & Safety Inspection Correspondence, fees, appeal requests, reports.

CL+2Y GC34090d
0010 2030 Building & Safety Certificates of
Occupancy
LOS GC34090 Retain during life
of structure
0010 3010 Building & Safety Drawings / Blueprints
/ Plans: Commercial /
City Facilities &
Infrastructure
Records detailing the design
of structures within the City
limits. Includes Originals, as-
builts, notated drawings.

Improvement plans, plan checks,
paper maps, parcel maps, parcel
maps, plant plans, traffic plans,
Authorization to Modify (ATM),
LOS+10Y 6CRF29.8 HSC
19850
0010 3020 Building & Safety Drawings / Blueprints
/ Plans: Residential
Records detailing the design
of City residences. Includes
Originals, as-builts and
notated.

Includes Plan ID files,
specification originals, drawings.

Also includes property
improvement plans, plan checks,
parcel maps, plot maps.
90 Days GC34090a;
H&S19850;
4003; 4004
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 32 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 32

Menifee Mayor and City Council
July 17, 2024
Page
178 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0010 4010 Building & Safety Abandonment Buildings, Condemnation, Demolition.

PERM GC34090a
0015 1070 Fire Annual Files Annual Files CL+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 33 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 33

Menifee Mayor and City Council
July 17, 2024
Page
179 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0015 1060 Fire Applications Fire applications. CL+2Y GC34090 0015 1050 Fire Violations Fire Code violations. CL+2Y GC34090 Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 34 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 34

Menifee Mayor and City Council
July 17, 2024
Page
180 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0015 1040 Fire Projects, Not
Completed or Denied
Permits, blueprints, sprinkler
plans, and files that were
denied, expired, or never
finalled.

Permits, blueprints, sprinkler
plans, and files that were denied,
expired, or never finalled.

CL+2Y GC34090d
0015 1030 Fire Drawings Records detailing the design
of structures within the City
limits.

As-builts, notated drawings,
sprinkler plans
LOA+10Y 6CRF29.8 HSC
19850
0010 4020 Building & Safety Projects, Not
Completed or Denied
Permits, blueprints and files
that were denied, expired, or
never finalled.

CL+2Y GC34090d File closes 6
months from the
last date of
activity.

Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 35 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 35

Menifee Mayor and City Council
July 17, 2024
Page
181 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0011 1010 Code
Enforcement
Code Case Files Records related to building,
housing and mobile home
code violations, foreclosed
properties, and vacant
homes.

Complaint case files, including
inspections; public nuisance
rubbish and weed abatement,
vehicle abatement,
citations. Citations, Notice of
Fees, Demand Payoff,
Foreclosed Property Receipts,
Foreclosed Property
Registrations, Deregistrations for
Foreclosed and Vacant Homes,
related Certified Mail and
Receipts.

PERM GC34090d
0011 1020 Code
Enforcement
Abatement Records Abatement Files, Weed
Abatement Files, Abandoned
Vehicle abatements.

Complaints. CL+2Y GC34090d
0011 1030 Code
Enforcement
Citations Municipal Code Citations. CL+2 GC34090
0011 1040 Code
Enforcement
Violations, Building,
Property & Zoning
Supporting code
enforcement activity.

CL+2Y GC34090d
0011 1050 Code
Enforcement
Vehicle Code
Citations
CL+2Y GC34090
0011 2010 Code
Enforcement
Regulations Includes rules. SU+2Y GC34090d
0011 2020 Code
Enforcement
Reports, Federal and
State
Code enforcement statistics;
may contain records
affecting title to real property
or liens thereon.

PERM GC34090a
0011 2030 Code
Enforcement
Information
Requester Log Form
DMV INF 2115 Form. CY+2Y Required to be
kept for 2 years
per the CA DMV
0011 Code
Enforcement
Recordations All records recorded by
Riverside County related to
Code Enforcement records.

Please see
recordations
under the City
Clerk's
department for
all other
recordations.

Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 36 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 36

Menifee Mayor and City Council
July 17, 2024
Page
182 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0012 1010 Engineering Benchmark Data Horizontal, vertical & control. CY+2Y GC34090d
0012 1020 Engineering Maps and Plats,
Drawings
Engineering & field notes
and profiles; cross-section of
roads, streets, right-of-way,
bridges; may include
annexations, parks'
hardscape, tracks, block,
storm drains, water
easements, benchmarks,
trees, grading, landfill, fire
hydrants, base maps, tenant
maps, GIS data,
monuments.

PERM GC34090a
0012 1030 Engineering Construction
Tracking, Daily
Assesses value of real
property.

PERM
0012 1040 Engineering Asbestos Documents abatement
projects, public buildings.

PERM GC34090a
0012 1050 Engineering Pest Control Pesticide applications, inspections & sampling,
documents.

CY+2Y GC34090d
0012 1060 Engineering Projects, Not
Completed or Denied
Permits and plans that were
denied or never finalled.

CL+2Y GC34090 File closes 6
months from the
last date of
activity.
0012 2010 Engineering Grading Permits PERM GC34909a;
H&S 19850;
4003;4004
0012 2020 Engineering Encroachment
Permits
CL+2Y
GC34090d
0012 2030 Engineering Street Names and
House Numbers
Street dedications, closings,
address
assignment/changes.

PERM GC34090a Copy kept for
reference in
Building Dept.
0012 3010 Engineering Surveys Engineering and Traffic
Surveys per CA Vehicle
Code, Radar Surveys, and
other surveys to benchmark
existing conditions.

CY+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 37 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 37

Menifee Mayor and City Council
July 17, 2024
Page
183 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0012 3020 Engineering Studies, Special
Projects & Areas
Engineering, joint powers,
noise, transportation.

CL+2Y
GC34090d
0012 3030 Engineering Drawings, Traffic
Control Plan
Signs, signing & striping,
road construction.

PERM GC34090a
0012 3040 Engineering Special Districts Supporting documents re:
improvement, lighting,
underground utility; bonds,
taxes & construction.

PERM GC34090a
0012 3050 Engineering Street/Alley
(Abandonment/
Vacation
Relinquishment of rights and
fee title.

CL+2Y GC34090d
0012 3060 Engineering Traffic Signals Counts, collisions, accidents. CL+2Y GC34090d 0012 3070 Engineering Congestion
Management
Ride sharing, trip reduction. CY+2Y GC34090d
0012 4010 Engineering Storm Damage Files Files documenting storm damages and backup
material submitted to outside
agencies for reimbursement.

AUD+6Y 6 CFR1 P. 29
0012 4020 Engineering Flood Control Storm Drains CL+2Y GC34090d 0012 5010 Engineering Capital Improvement
Projects
Supporting documents
including bidders list,
specifications, reports, plans,
work orders, schedules,
etc.

CL+10Y CC337.15
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 38 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 38

Menifee Mayor and City Council
July 17, 2024
Page
184 of 1032

City of Menifee
Records Retention Policy
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0012 6010 Engineering
Air Quality (AQMD)
Participants/voucher logs,
Total Daily Mileage Survey
(TDM); various local
authorities; Commute
Alternative.

CU+7Y CCP
338(k);
GC34090
0012 6020 Engineering California
Environmental
Quality
Act (CEQA)
Exemptions, Environmental
Impact Report, Mitigation
monitoring, negative
declaration, notices of
completion and
determination, comments,
statements
of overriding considerations.

PERM GC34090a
+ CEQA
Guidelines
0012 6030 Engineering Environmental
Review
Correspondence,
consultants, issues,
conservation.

CL+2Y GC34090d
0012 6040 Engineering Soil Analysis, construction
recommendations.

CL+2Y GC34090d
0012 6050 Engineering Soil Reports Soil Reports. PERM
0013 1020 Public Works Development
Standards
Landscape mediums,
parkway landscape
development, public works
construction.

PERM
GC34090a
0013 1030 Public Works Flood Records CY+2Y GC34090
0013 1040 Public Works Easements Contracts permitting one party to enter onto a portion
of the property of another for
a stated purpose.

Includes irrevocable offers to
dedicate.

PERM CCP 337
0013 2010 Public Works Maintenance:

Equipment
Service requests, supporting
documentation for
equipment.

Field Operations, Pool Cleaning,
Daily Operations. Stations -
Harbor Maintenance, Respiratory
Testing Kits, Traffic/Electrical
Footage, Elevators, Radar
Calibration Records.

CY+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 39 Item Title: 10.8
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Facilities and
Infrastructure
Requests, supporting
documentation for structures
or infrastructure; buildings,
waterlines, water pipe and
sewer lines, streets, etc.

Roof maintenance, street
maintenance, structure painting,
infrastructure maintenance, pest
control, graffiti removal.

CL+3Y GC34090
0013 2040 Public Works Maintenance: Motor
Vehicles
Records documenting the
maintenance performed on
motor vehicles.

Fleet, Vehicle Maintenance
Records, Inventory of Vehicles &
Assignments, Speedometer
Calibration Certificates,
Apparatus .

CY+5Y GC34090
CA 900-0020-00 190
0014 1020 Community
Services
Waiver Release Forms: Library
donor release forms, use of
photograph, Liability Release
Forms, and other areas that
require use, damage or
injury waiver release forms.

Projects that become programs
or an asset after close of project
will take on the retention of the
program or asset, I.E. Public Art,
Street, etc.

CY+3Y GC34090
0014 1030 Community
Services
Waivers for Minors Waivers signed by minors
and/or minor's
parent/guardian.

CY+20Y GC34090
0014 2010 Community
Services
Events Informational materials
related to City activities and
special events.

Special events such as sports,
summer camps, educational
materials, flyers and press
releases.

CL+2Y GC34090
0014 2020 Community
Services
Community Events &
Programs
Records related to
participation or promotion of
community activities, civic
organizations, etc.

Community Activities. CL+2Y GC34090
0015 1020 Fire Inspections Alarm/sprinkler systems,
prevention efforts.

CL+3Y UFC 103.34
0015 1010 Fire Permits CL+2Y GC34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 40 Item Title: 10.8
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Includes written complaints,
internal investigation paperwork,
and personnel information.

CL+5Y State requires for at
least 5 years; other
State & Federal laws
require retention until
final disposition of
formal complaint:
state requires 2 years
after action taken: GC
§§ 12946, 34090, PC
§§ 801.5, 803(c) , VC
§ 2547
0016 1030 Police
Administration
Internal Affairs:

Sustained
Complaints made by citizens
and/or police personnel
made against a Menifee
Police employee. Upon
completion of investigation
these complaints are found
to be sustained.

Includes written complaints,
internal investigation paperwork,
and personnel information.

CL+15 Y PC § 832.5
0016 1040 Police
Administration
Policies &
Procedures /
Operation Directives /
General Directives
(Department Policies
and Procedures)
All policies and procedures
that pertain to Menifee
Police Department.

Policies and Procedures for each
division of the police department;
as well as operational and
general memos and training
bulletins.

PERM Department
Preference; GC §
34090
0016 1050 Police
Administration
Temporary Holding
Facility Logs
Working logs of all
individuals brought and
temporarily held in the police
holding facility.

Logs 3Y GC § 34090.7
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 41 Item Title: 10.8
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Item Page Number: 41

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Files 5Y+AT GC §§ 12946, 34090;
PC §§ 801.5, 803 (C)
0016 1070 Police
Administration
Use of Force (with a
death) Supervisory
Review
Investigative files pertaining
to incidents involving a use
of force with a death by
police personnel.

Files PERM GC § 34090; PC §§
799-805
0016 2010 Police Detective
Bureau
Criminal Intelligence
and Confidential
Informant Files
Files containing criminal
intelligence information
concerning an individual only
if there is reasonable
suspicion that the individual
is involved in criminal
conduct or activity and the
information is relevant to that
criminal conduct or activity.

Investigative files containing
criminal intelligence and/or
confidential informant
information.

CL+5Y 28 CFR §§ 20,

23.20(h); GC § 34090
Misleading,
obsolete, or
unreliable
information is
required to be
destroyed,
remaining
records must be
retained longer
than 5 years.
0016 2020 Police Detective
Bureau
Filed Investigation
Cards (FIs)
Information that reflects who
an officer contacts, where,
and when.
3 x 5 cards 2Y GC 34090 Preliminary
documents
0016 2030 Police Detective
Bureau
Asset Forfeiture
Notification and File
Files containing information
on asset forfeiture
information and notifications
made.

Files 2Yafter court
disposition
GC § 34090 Department
preference
0016 2040 Police Detective
Bureau
Gang Files Information pertaining to
known gang members and
gang associates
Files housed solely in the
Detective Bureau
2Y when no
longer
required
GC § 34090 Department
Preference
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 42 Item Title: 10.8
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Item Page Number: 42

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Written and Electronic files PERM or
Death of
registrant
Pursuant to PC 457.1
required for life; if
released from CYA
records are destroyed
after age 25 or
sealing pursuant to
W&I 781; GC 34090.7
Department
Preference
0016 2070 Police Detective
Bureau
Registrants: Arson /
Juveniles released
from California Youth
Authority
Files on juveniles who have
been designated as arson
registrants by the Courts and
who live within the
jurisdiction of the Menifee
Police Department.

Written and Electronic files Age 25 or
Sealing Date
plus 5Y
Pursuant to PC §
457.1 required to
register for life; if
released from CYA
records are destroyed
after age 25 or
sealing pursuant to
W&I § 781; GC §
34090.7
0016 2080 Police Detective
Bureau
Registrants: Sex
Offender / Adults
Files on adults who have
been designated as sex
offenders by the Courts and
who live within the
jurisdiction of the Menifee
Police Department.

Written and Electronic files PERM or
Death of
registrant
PC 290 Department
Preference;
After 2021
Offenders can
petition Court for
removal 10 or
20 years after
offense,
provided there
are no
subsequent
offenses.
0016 2090 Police Detective
Bureau
Registrants: Sex
Offender / Juveniles
Files on juveniles that have
been designated as sex
offenders by the courts and
who live within the
j i di ti f th M if
Written and Electronic files PERM or
Sealing Date
+ 5Y (or
Court order),
d th f
PC § 290 Department
Preference;
After 2021
Offenders can
titi C t f
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 43 Item Title: 10.8
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Item Page Number: 43

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SU+5Y GC § 34090(d)
0016 3010 Police Patrol Officer Recordings Body worn camera logs of access or deletion of data
(audit trail)
Logs PERM PC § 832.18(b)(5)(E),
GC § 34090
0016 3020 Police Patrol Officer Recordings:
evidence, Officer
Involved shootings /
Detention of
Arrest/Complaints
Body worn camera
recordings
Recordings Follows
retention for
Evidence,
OR
minimum of
2Y
PC § 832.18(b)(5)(E),
GC § 34090
0016 3030 Police Patrol Officer Recordings;
not evidence
Recordings of interactions
that are not considered
evidence in any crime or
incident.

Recordings 1Y PC § 832.18(b)(5)(A);
GC § 34090.6
Department
Preference (law
recommends 90
days)
0016 4010 Police Property
& Evidence
Crime Report Photos Photographs depicting
evidence in a crime
Digital photographs 1Y GC § 34090 Department
Preference
0016 4020 Police Property
& Evidence
Property & Evidence
Database
Digital database housing
information on property and
evidence.

Digital database PERM GC § 34090 Department
Preference (data
is interrelated)
0016 4030 Police Property
& Evidence
Property & Evidence
Access Logs
Logs containing information
on who accessed property &
evidence information.

Logs 5Y GC § 34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 44 Item Title: 10.8
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Item Page Number: 44

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Logs 5Y GC § 34090
0016 4050 Police Property
& Evidence
Firearm destruction
Records
Information on which
firearms where destroyed
and when.

Logs PERM GC § 34090 Department
Preference
0016 5010 Police Records Audio
Communications
Telephone and radio
communications
Recordings 1Y + 1 day GC § 34090.6 Department
Preference (law
recommends
100 days)
0016 5020 Police Records Citations Citations for parking, traffic, marijuana/cannabis.

Includes requests for
dismissal, cancellations, and
appeals
Paper and digital copies of
citations
2Y GC § 34090
0016 5030 Police Records Citation Logs -
Parking/Traffic
Digital logs containing
information on when and
who a citation book was
signed out to.

Logs 2Y GC § 34090
0016 5040 Police Records Crime Reports: Lost
property, firearms
entered into CLETS
(if not permanent
retention)
Reports containing
information on lost property
or information on firearms
that were entered into
CLETS.

Digital and paper reports Until Found
or
Recovered
GC § 34090, PC §
11108.2(b)
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 45 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 45

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Digital and paper reports PERM PC §§ 803(h), 11169,
11170(a); WIC §
707(b)
Department
Preference, DOJ
retains CACI
(Child Abuse
Central Index)
information for
adults 100
years; most
have no
limitations on
commencement
of action;
PC261, 286,
288, 288a,
288 5 289 d 0016 5060 Police Records Crime Reports;
Except those
specifically
mentioned in the
schedule
Reports that contain
information that does not fall
into any of the other
categories of crime report.

Digital and paper reports 10Y PC §§ 800 & 290 Department Preference:
does not include
outstanding
warrants,
unrecovered
identifiable
property/items,
criminal deaths,
not historically
significant, and it
is not classified
under PC800 &
290
0016 5070 Police Records Crime Reports:

Unsubstantiated or
inconclusive child
abuse/neglect
Reports containing
information on child abuse
and/or neglect which, after
investigation, are determined
to be unsubstantiated or
inconclusive.

Digital and paper reports CL + 10Y if
no further
reported
suspected
abuse
PC §§ 11169(c),
11170(a)(3)
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 46 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 46

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Misdemeanor or
Infraction on Adults
for
marijuana/cannabis
Records on crimes of H&S §
11357(b)(c)(d)(e) or H&S §
11360(b) with procedure in
H&S § 11361.5 - except
those with outstanding stolen
property, including firearms
or lost firearms.

Digital and paper reports Conviction
or Arrest (if
no
conviction)
+2Y
H&S § 11361.5
(Courts and other
agencies "Shall"
destroy)
0016 5090 Police Records Crime Reports:

Misdemeanor or
Infraction on
Juveniles for
marijuana/cannabis
Records on crimes of H&S §
11357(E), except those with
outstanding stolen property,
including firearms or lost
firearms.

Digital and paper reports 2Y or 18
years old
H&S § 11361.5, if no
subsequent
conviction ("Shall"
destroy)
0016 5100 Police Records Crime Reports:

Misdemeanor or
infraction on
Juveniles for
Marijuana/cannabis
on school grounds
Records on crimes of H&S §
11357(d)(e) juveniles with
marijuana/cannabis on
school grounds (with
procedure in H&S §
11361.5)
Digital and paper reports Offender is
18 years old
H&S § 11361.5,
11357(E); (Courts
and other agencies
"Shall" destroy)
0016 5110 Police Records Crime Reports:

Missing persons if not
found
Records of individuals who
are reported to have gone
missing and have not been
located.

Digital and paper reports PERM (If
found/return
ed/follows
the retention
for the Crime
Report)
GC § 34090 Department
Preference
0016 5120 Police Records Crime Reports:

Capital
Crimes/serious
felonies, major
crimes, sex crimes
Records pertaining to Capital
crimes, serious felonies,
major crimes, sex crimes. A
Capital crime is a crime
which is subject to the death
penalty.

Digital and paper reports PERM No limitations on
commencement of
action, Courts keep
permanently PC §§
187, 261, 286, 288,
288a, 288.5, 289,
289.5, 290, and 799
Department
Preference
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 47 Item Title: 10.8
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Item Page Number: 47

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Factually Innocent
Petition accepted
records
Records that are sealed
pending destruction - except
those with outstanding stolen
property, including firearms
and lost firearms
Digital and paper reports Date of
Arrest + 3Y
GC § 34090; PC §
851.8(a)
Individual
petitions District
Attorney; Sheriff
or Chief concurs
that person is
factually
innocent, then
record is sealed.
0016 5140 Police Records Crime
Reports/Sealed
Records: Sealed
Juvenile and Ward
Cases
Records on juveniles or
wards of the Court, that have
been sealed, except those
with child abuse or severe
neglect (substantiated),
outstanding stolen property,
including firearms and lost
firearms.

Digital and paper reports Sealing date
+ 5 years (or
date
s
pecified on
court order)
CCP § 340.1, GC §
34090, W&I §§
389(a), 781(d)
Statute of
limitations runs
up to the age of
majority + 8
years; sealed
records for
juveniles and
wards of the
Court must be
destroyed 5
years after
sealing
date.Unless
otherwise
determined by
the court.
0016 5150 Police Records Crime Reports:

Stolen vehicle reports
(CHP 180)
Records containing
information on vehicles that
have been stolen
Digital and paper reports 10Y (if not
recovered
retention is
P)
GC § 34090 Department
Preference
0016 5160 Police Records Criminal History
Search Logs
Logs of who accessed
criminal history information
on individuals
Logs 2Y GC § 34090
0016 5170 Police Records Crossroads Database Information on traffic collision reports
Digital and paper reports PERM GC § 34090 Department
Preference
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 48 Item Title: 10.8
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Item Page Number: 48

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Digital and paper records Expiration of
order + 2Y
GC § 34090
0016 5190 Police Records Patrol Ride Along
Waiver Form
Internal forms which include
information on the person
requesting the ride along.

Paper form 2Y GC § 34090
0016 5200 Police Records Pawn Slips Information on pawned items from pawn shops within the
City of Menifee
Digital and paper records 2Y GC § 34090, B&P §
21633
Department
Preference
(Dealers are
required to keep
for 3 years); Non-
records used for
investigation;
originals entered
into the State
Automated
Property
System, most
agencies retain
for 2 years
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 49 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 49

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Digital bulletins 2Y GC § 34090
0016 5220 Police Records Records of
destruction /
certificates of
Records destruction
Documents and certificates
of the destruction of Police
Records Only (contains no
privileged information)
Certificates and documents 2Y GC § 34090 Final Certificate of Destruction
sent to City
Clerk
0016 5230 Police Records Narcotic Registrant Documents containing information on Narcotics
registrants within the
jurisdiction of the Menifee
Police Department
Paper Records 5Y GC § 34090, H&S §§
11590, 11594(a)
Department
Preference;
Registration is
required for 5
years
0016 5240 Police Records RMS database Digital Records Management database system
Digital PERM GC § 34090 Data
fields/records
are interrelated
0016 5250 Police Records Subpoenas All subpoenas; subpoenas for officer appearances and
subpoenas for documents
and/or evidence
Digital and paper subpoenas 2Y GC § 34090
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 50 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 50

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City of Menifee
Records Retention Schedule
Department
Code
Record # Office of
Record/
Department
Record Series Name Description Examples Total
Retention
Legal
Requirement(s) (See
Legal Reference
Workbook for Other
Legal
Considerations)
Comments
0016 5260 Police Records Traffic Collision /
Accident reports
Records containing
information on any traffic
collision that occurred within
the City of Menifee
jurisdiction
Digital and paper records 10Y
(non-fatal);
PERM (fatal)
GC § 34090 Department
preference (fatal
collisions are
retained by CHP
for 5 years)
0016 6010 Police Traffic PAS/ Device
calibration logs
Logs which contain
information on and/all PAS
devices retained by the
Menifee Police Department
Digital logs 2Y GC § 34090
0016 6020 Police Traffic Validity Hearing
forms: not approved
for release
Records containing
information on a validity
hearing that was not
approved for release
Digital and paper records 2Y GC § 34090 Forms are given to Records to be
scanned in with
the case
0016 6030 Police Traffic Validity Hearing
(Stipulated vehicle
release forms):
approved release
Documents containing
information on vehicles that
were approved for release.

Digital and paper records 7Y from the
beginning of
the date
signed
GC § 34090, CVC §
1806.1
0016 7010 Police Training Background files -
successful applicants
Backgrounds files that
contain personal information
on applicants who have
successfully passed a
background
Digital and paper records Date of
separation +
5Y
29 CFR §
1672.3(b)(i), 29 CFR
§
1602.14; GC §§
12946, 34090
Department
Preference:

EEOC / FLSA /
ADEA (age)
requires 3 years
for promotion,
demotion,
transfer,
selection, or
discharge; State
law requires 2 -
3 years
0016 7020 Police Training Background files -
unsuccessful
applicants
Background files that contain
personal information on
applicants who did not
successful pass a
background
Digital and paper records 3Y 29 CFR §
1672.3(b)(i), 29 CFR
§
1602.14; GC §§
12946, 34090
Department
Preference,
State law
requires 2 - 3
years
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 51 Item Title: 10.8
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FLSA / ADEA
(age requires 3
years promotion,
demotion,
transfer,
selection, or
discharge, State
requires 2 - 3
years
0016 7040 Police Training Training Department
Records - Course
Records
Records containing
information on attendance,
outlines and materials,
includes use of force
training, safety training, etc.

Digital and paper records 5Y minimum 8 CCR § 3203, 29
CFR § 1602.31; LC §
6429(c); GC §§
12946, 34090,
53235.2(b)
Rosters are sent
to POST; OSHA
requires safety
training 5 years:

EEOC / FLSA ?
ADEA (age)
requires 3 years
promotion,
demotion,
transfer,
selection, or
discharge, state
law requires 2 -
3 years
Legend: CL=Close; CY=Current Year; SU=Superseded; PERM=Permanent; Y= Year; AU= Audit; T= Term of Employment; AT= After Termination; AS= After Settled; E= Election; LOA= Life of Asset Page 52 Item Title: 10.8
Menifee Police Department Records Retention Schedule
Item Page Number: 52

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CITY OF MENIFEE
SUBJECT: Agreement with Dekra-Lite Industries, Inc. for Military Banner Program Services
MEETING DATE: July 17, 2024
TO: Mayor and City Council
PREPARED BY: Mandy Stephens, Management Analyst
REVIEWED BY: Rebekah Kramer, Assistant to the City Manager APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve and authorize the City Manager to execute a Professional Services Agreement with Dekra-Lite Industries, Inc. for military banner printing and installation services for an initial one-year term in a total not-to-exceed amount of $18,750 through June 30, 2025; and

2. Authorize the City Manager or designee to authorize and/or execute two, one-year extensions in an amount not-to-exceed $18,750 annually.

DISCUSSION
Background
The City shows appreciation for our military service members and their families by organizing events for Memorial Day and Veterans Day. Additionally, this year, the City Council has chosen the theme "Hometown of Heroes" for the State of the City concept to honor military service members and their families. In 2012, the Military Banner Program (“Program”) was established to recognize and celebrate Menifee residents or their immediate family members who served or are currently serving in the United States Armed Forces. Applications for the Program are accepted year-round, with installations and removals twice a year. Over the last two fiscal years, the City has received and processed 96 applications for the Program. The deadline for banners to be installed in May for Memorial Day is February 15, and the deadline for banners to be installed in November for Veterans Day is August 15.

During the November 15, 2023, City Council meeting, a policy amendment was presented and approved that addressed location parameters, banner designs, application deadlines, and the introduction of a commemorative banner presented to all applicants. These changes were identified to enable staff to manage the Program more efficiently, improve the visual impact of the banners in designated locations, and enhance how military service members are recognized. The Item Title: 10.9
Agreement with Dekra-Lite Industries, Inc. for Military Banner Program Services Item Page Number: 1

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City of Menifee Staff Report
Military Banner Program – Professional Services Agreement July 17, 2024

Page 2 of 3 ends

2 1
5 5
inclusion of the commemorative banner and other program components led to the need for staff to issue a Request for Proposal (“RFP”) to assess services and pricing.

RFP Process
On February 20, 2024, the City issued RFP No. 2024-13 for military banner production and installation services. Four proposals were received by the submittal deadline of March 15, 2024.

A review committee comprised of city staff from multiple departments completed a comprehensive evaluation of the proposals received. Proposals were reviewed and ranked based on the qualifications and experience of the firms and their project team, service delivery approach, and cost. The average scores for the RFP evaluation summary are shown in Table 1. SoCal Lighting Pros did not provide a detailed scope of work and pricing on the commemorative banner, rendering their bid non-responsive.

TABLE 1 – RFP EVALUATION SUMMARY
Firm Average Score
(100 possible points)
Dekra-Lite Industries, Inc. 86.00
BrightLife Designs 85.00
St. Nick’s 83.67
SoCal Lighting Pros 77.33
The top three finalists participated in an interview, which allowed for an evaluation of the project team identified for each firm. The average scores of the evaluation completed by the interview panel and pricing per banner are summarized in Table 2.

TABLE 2 – RFP INTERVIEW SUMMARY
Firm Average Score
(100 possible points)
Price per banner
(Year 1)
Dekra-Lite Industries, Inc. 82.00 $269.71
BrightLife Designs 81.67 $379.96
St. Nick’s 70.67 $315.26
Following the proposal evaluation, interviews, and reference checks, City staff determined that Dekra-Lite Industries, Inc. was best qualified to provide production and installation services to the Program. Dekra-Lite Indistries, Inc. has extensive experience producing and installing banners and holiday decorations for many cities and has previously worked with the City for this Program.

Their experience, quality of service, and overall cost are what set them apart from the other firms.

The proposed three-year term of the agreement would extend through June 30, 2027, in an amount not-to-exceed $18,750 per year.

The amount of the proposed PSA exceeds the City Manager’s signing authority. Pursuant to Menifee Municipal Code §3.12.040, any contract amount that exceeds the City Manager’s signing authority shall be approved by the City Council.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
Item Title: 10.9
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Military Banner Program – Professional Services Agreement July 17, 2024

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FISCAL IMPACT
The fiscal impact of the proposed agreement with Dekra-Lite Industries, Inc. is not-to-exceed $56,250. Funding is available within the General Fund for the Fiscal Year 2024/2025 Budget in the accounts shown in Table 3 below. Funding for future fiscal years shall be budgeted as part of their respective year’s budget. No additional budget appropriation is required.

TABLE 3 – FUNDING ACCOUNTS
Account Description Account No. Contract Amount
Military Banners – Supplies 1100-CEO-CEOA-120-10200-651011 $18,000 Military Banners – Postage 1100-CEO-CEOA-120-10200-651200 $750 TOTAL $18,750

ATTACHMENTS

1. Professional Services Agreement – Dekra Lite Industries, Inc.

Item Title: 10.9
Agreement with Dekra-Lite Industries, Inc. for Military Banner Program Services Item Page Number: 3

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CITY OF MENIFEE

PROFESSIONAL SERVICES AGREEMENT

MILITARY BANNER PROGRAM SERVICES
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is made and effective this ______ day of __________, 2024 (“Effective Date”) by and between the CITY OF MENIFEE, a California municipal corporation, (“City”) and DEKRA-LITE INDUSTRIES, INC., a California Corporation (“Consultant”). City and Consultant may sometimes herein be referred to individually as a “Party” and collectively as the “Parties.” SECTION 1. SERVICES.

Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Services, attached hereto as Exhibit A and incorporated herein by this reference (the “Services”). Consultant will perform subsequent task orders as requested by the Contract Administrator (as defined below), in accordance with the Scope of Services. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, this Agreement shall prevail.

1.1 Term of Services. The term of this Agreement shall begin on July 1, 2024 and shall end on June 30, 2025 (“Initial Term”). Upon termination of the Initial Term, this Agreement shall automatically renew for one (1) additional one (1) year term (“First Renewal Term”). Upon termination of the First Renewal Term, if it occurs, this Agreement shall automatically renew for one (1) additional one (1) year term (“Second Renewal Term”), None of the renewal terms provided hereunder shall occur if the term of this Agreement is otherwise terminated or extended as provided for in Section 8. The word “term” shall refer to the Initial Term and any renewal term which actually occurs. The time provided to Consultant to complete the Services required by this Agreement shall not affect City’s right to terminate this Agreement.

1.2 Standard of Performance. Consultant represents and warrants that Consultant is a provider of first class work and services and Consultant is experienced in performing the Services contemplated herein and, in light of such status and experience, Consultant shall perform the Services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession and to the sole satisfaction of the Contract Administrator.

1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform the Services pursuant to Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

1.4 Time. Consultant shall devote such time to the performance of the Services pursuant to this Agreement as may be reasonably necessary to satisfy Consultant’s obligations hereunder.

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1.5 Authorization to Perform Services. Consultant is not authorized to perform any of the Services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.

1.6 Warranty. By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the Services, (ii) has carefully considered how the Services should be performed, and (iii) fully understands the facilities, difficulties, and restrictions attending performance of the Services.

1.7 Covid-19 Safety. If Consultant enters City property or meets in person with City employees during the performance of the Services, Consultant shall comply with all applicable emergency orders, directives, protocols, and best practices related to the COVID-19 pandemic, including, but not limited to: (A) wearing facial coverings, (B) maintaining adequate physical distancing when possible, (C) regular hand washing, and (D) regular hand sanitizing.

SECTION 2. COMPENSATION.

City hereby agrees to pay Consultant a sum not to exceed Fifty Six Thousand Two Hundred Fifty Dollars and Zero Cents ($56,250.00) notwithstanding any contrary indications that may be contained in Consultant’s proposal, for the Services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Exhibit A, regarding the amount of compensation, this Agreement shall prevail. City shall pay Consultant for the Services rendered pursuant to this Agreement at the time and in the manner set forth herein.

The payments specified below shall be the only payments from City to Consultant for the Services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized in advance by City, Consultant shall not bill City for duplicate services performed by more than one person. In no event shall the compensation paid during the term of this Agreement exceed the following amounts:
a. Initial Term: Eighteen Thousand Seven Hundred Fifty Dollars and Zero Cents ($18,750.00)
b. First Renewal Term: Eighteen Thousand Seven Hundred Fifty Dollars and Zero Cents ($18,750.00)
c. Second Renewal Term: Eighteen Thousand Seven Hundred Fifty Dollars and Zero Cents ($18,750.00)

2.1 Invoices. Consultant shall submit invoices monthly during the term of this Agreement, based on the cost for the Services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
d. Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
e. The beginning and ending dates of the billing period; Item Title: 10.9
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a. A “Task Summary” containing the original contract amount, the amount of prior billings, the total due this period, the balance available under this Agreement, and the percentage of completion;
b. At City’s option, for each item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person performing the Services, the hours spent by each person, a brief description of the Services, and each reimbursable expense;
c. The total number of hours of work performed under this Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing the Services hereunder necessary to complete the Services described in Exhibit A; d. Receipts for expenses to be reimbursed;
e. The Consultant Representative’s signature.

Invoices shall be submitted to:

City of Menifee
Attn: Accounts Payable
29844 Haun Road
Menifee, CA 92586

2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for the Services satisfactorily performed, and for authorized reimbursable costs incurred.

City shall have thirty (30) days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.

2.3 Retention of Funds, Final Payment. Consultant hereby authorizes City to retain and deduct from any amount payable to Consultant not exceeding five percent (5%) of the total compensation. The retained funds shall be paid to Consultant within sixty (60) days after final acceptance of the Services by the City and after Consultant has furnished City with full release of all undisputed payments under this Agreement. In the event there are any claims specifically excluded by Consultant from the operation of the release, City may retain proceeds of up to one hundred fifty percent (150%) of the amount in dispute. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of Consultant to insure, indemnify, and protect City as provided in this Agreement. City shall pay the last five percent (5%) of the total amount due pursuant to this Agreement within sixty (60) days after completion of the Services and submittal to City of a final invoice, if all of the Services required have been satisfactorily performed.

2.4 Total Payment. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering the Services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement.

In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entirety of the Item Title: 10.9
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Services performed pursuant to this Agreement, unless this Agreement is modified in writing prior to the submission of such an invoice.

2.5 Hourly Fees. Fees for the Services performed by Consultant on an hourly basis shall not exceed the amounts shown on the fee schedule included with Exhibit A.

2.6 Reimbursable Expenses. Reimbursable expenses are included within the maximum amount of this Agreement.

2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any federal or state taxes.

2.8 Payment upon Termination. In the event that City or Consultant terminates this Agreement pursuant to Section 8, City shall compensate Consultant for all outstanding costs and reimbursable expenses incurred for Services satisfactorily completed and for reimbursable expenses as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs and reimbursable expenses incurred to that date.

SECTION 3. FACILITIES AND EQUIPMENT.

Except as otherwise provided, Consultant shall, at its sole cost and expense, provide all facilities and equipment necessary to perform the services required by this Agreement. City shall make available to Consultant only physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant’s use while consulting with City employees and reviewing records and the information in possession of City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be required to furnish any facility or equipment that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities.

SECTION 4. INSURANCE REQUIREMENTS.

Before beginning any work under this Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of insurance listed below and provide certificates of insurance, indicating that Consultant has obtained or currently maintains insurance that meets the requirements of this Section and which is satisfactory, in all respects, to City. Consultant shall maintain the insurance policies required by this Section throughout the term of this Agreement.

The cost of such insurance shall be included in Consultant’s compensation. Consultant shall not allow any subcontractor, consultant or other agent to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consultant acknowledges the insurance policy must cover inter-insured suits between City and other insureds. Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which Consultant may be held responsible for the payment of damages to any persons or property resulting from Consultant activities or the activities of any person or persons for which Consultant is otherwise responsible nor shall it limit Consultant’s indemnification liabilities as provided in Section 5.

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1.5 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant pursuant to the provisions of the California Labor Code. Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than ONE MILLION DOLLARS ($1,000,000.00) per accident, ONE MILLION DOLLARS ($1,000,000.00) disease per employee, and ONE MILLION DOLLARS ($1,000,000.00) disease per policy. In the alternative, Consultant may rely on a self-insurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code.

Determination of whether a self-insurance program meets the standards of the California Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against City and its officers, officials, employees, and authorized volunteers for loss arising from the Services performed under this Agreement.

1.6 Commercial General and Automobile Liability Insurance. a. General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per occurrence, combined single limit coverage, for risks associated with the Services contemplated by this Agreement, TWO MILLION DOLLARS ($2,000,000.00) general aggregate, and TWO MILLION DOLLARS ($2,000,000.00) products/completed operations aggregate. If a Commercial General Liability Insurance or an Automobile Liability Insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the Services to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from the Services contemplated under this Agreement, including the use of hired, owned, and non-owned automobiles.
b. Minimum Scope of Coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 Code 2, 8, and 9. No endorsement shall be attached limiting the coverage. c. Additional Requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
(i) The insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis.
(ii) Any failure of Consultant to comply with reporting provisions of the policy shall not affect coverage provided to City and its officers, employees, agents, and volunteers.

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1.5 Professional Liability Insurance.
a. General Requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing the Services pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals’ errors and omissions. Any deductible or self-insured retention shall be shown on the Certificate. If the deductible or self-insured retention exceeds TWENTY-FIVE THOUSAND DOLLARS ($25,000), it must be approved in writing by City. b. Claims-Made Limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
(i) The retroactive date of the policy must be shown and must be no later than the commencement of the Services.
(ii) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after the expiration or termination of this Agreement or completion of the Services, so long as commercially available at reasonable rates. (iii) If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the Effective Date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five (5) years after the expiration or termination of this Agreement or the completion of the Services. Such continuation coverage may be provided by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the Services under this Agreement. City shall have the right to exercise, at Consultant’s sole cost and expense, any extended reporting provisions of the policy, if Consultant cancels or does not renew the coverage.
(iv) A copy of the claim reporting requirements must be submitted to City prior to the commencement of the Services under this Agreement.

1.6 All Policies Requirements.
a. Acceptability of Insurers. All insurance required by this Section is to be placed with insurers with a Bests’ rating of no less than A:VII and admitted in California. b. Verification of Coverage. Prior to beginning the Services under this Agreement, Consultant shall furnish City with certificates of insurance, additional insured endorsement or policy language granting additional insured status complete certified copies of all policies, including complete certified copies of all endorsements. All copies of policies and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. The certificate of insurance must include the following reference:

MILITARY BANNER PROGRAM SERVICES. The name and address for additional insured endorsements, certificates of insurance and notice of cancellation is: City of Menifee, 29844 Haun Road, Menifee, CA 92586. City must be endorsed as an additional insured for liability arising out of ongoing and completed operations by or on behalf of Consultant.

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a. Notice of Reduction in or Cancellation of Coverage. Consultant shall provide written notice to City within ten (10) working days if: (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; or (3) the deductible or self insured retention is increased. In the event any of said policies of insurance are cancelled, Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with this Section 4 to the Contract Administrator. b. Additional Insured; Primary Insurance. City and its officers, employees, agents, and authorized volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of the Services performed by or on behalf of Consultant, including the insured’s general supervision of Consultant; products and completed operations of Consultant, as applicable; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by Consultant in the course of providing the Services pursuant to this Agreement. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or authorized volunteers. The insurance provided to City as an additional insured must apply on a primary and non-contributory basis with respect to any insurance or self-insurance program maintained by City. Additional insured status shall continue for one (1) year after the expiration or termination of this Agreement or completion of the Services.

A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to City and its officers, officials, employees, and volunteers, and that no insurance or self-insurance maintained by City shall be called upon to contribute to a loss under the coverage.
c. Deductibles and Self-Insured Retentions. Consultant shall obtain the written approval of City for the self-insured retentions and deductibles before beginning any of the Services.

During the term of this Agreement, only upon the prior express written authorization of the Contract Administrator, Consultant may increase such deductibles or self- insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deductible or self-insured retention levels with a requirement that Consultant procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them.
d. 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 be subject to all of the requirements stated herein.
e. Variation. The Contract Administrator may, but is not required to, approve in writing a variation in the foregoing insurance requirements, upon a determination that the coverage, scope, limits, and forms of such insurance are either not commercially available, or that City’s interests are otherwise fully protected.

2.1 Remedies. In addition to any other remedies at law or equity City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the Item Title: 10.9
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extent and within the time herein required, City may, at its sole option, exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach:
a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under this Agreement; b. Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c. Terminate this Agreement.

SECTION 5. INDEMNIFICATION.

5.1 Indemnification for Professional Liability. Where the law establishes a professional standard of care for performance of the Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City and any and all of its officers, employees, officials, volunteers, and agents from and against any and all claims, losses, costs, damages, expenses, liabilities, liens, actions, causes of action (whether in tort, contract, under statute, at law, in equity, or otherwise) charges, awards, assessments, fines, or penalties of any kind (including reasonable consultant and expert fees and expenses of investigation, costs of whatever kind and nature and, if Consultant fails to provide a defense for City, the legal costs of counsel retained by City) and any judgment (collectively, “Claims”) to the extent same are caused in whole or in part by any negligent or wrongful act, error, or omission of Consultant, its officers, agents, employees, or subcontractors (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement.

5.2 Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City, and any and all of its officers, employees, officials, volunteers, and agents from and against any and all Claims, where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or subcontractors of Consultant.

5.3 Limitation of Indemnification for Design Professionals. Notwithstanding any provision of this Section 5 to the contrary, design professionals, as that term is defined in Civil Code Section 2782.8, are required to defend and indemnify City only to the extent permitted by Civil Code Section 2782.8. The term “design professional” as defined in Section 2782.8, is limited to licensed architects, licensed landscape architects, registered professional engineers, professional land surveyors, and the business entities that offer such services in accordance with the applicable provisions of the California Business and Professions Code. This Subsection 5.3 shall only apply to Consultant if Consultant is a “design professional” as that term is defined in Civil Code Section 2782.8.

Item Title: 10.9
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1.5 Limitation of Indemnification. The provisions of this Section 5 do not apply to claims occurring as a result of City’s sole or active negligence. The provisions of this Section 5 shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officers, officials, employees, and agents acting in an official capacity.

SECTION 6. INDEPENDENT CONTRACTOR.

At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of the Services rendered pursuant to this Agreement and assignment of personnel pursuant to Subsection 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes the Services rendered pursuant to this Agreement.

The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Consultant shall not at any time or in any manner represent that it is or any of its officers, employees, or agents are in any manner officers, officials, employees, or agents of City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against City, or bind City in any manner. Except for the fees paid to Consultant as provided in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing the Services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing the Services hereunder. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (“PERS”) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.

SECTION 7. LEGAL REQUIREMENTS.

7.1 Governing Law. The laws of the State of California shall govern this Agreement.

7.2 Compliance with Applicable Laws. Consultant and any subcontractor shall comply with all applicable local, state, and federal laws and regulations applicable to the performance of the work hereunder. Consultant shall not hire or employ any person to perform work within City or allow any person to perform the Services required under this Agreement unless such person is properly documented and legally entitled to be employed within the United States.

Consultant acknowledges and agrees that it shall be independently responsible for reviewing the applicable laws and regulations and effectuating compliance with such laws. Consultant shall require the same of all subcontractors.

7.3 Prevailing Wages. Consultant acknowledges and agrees that it shall be independently responsible for reviewing the applicable prevailing wage laws and regulations and effectuating compliance with such laws where they apply to the Services, including, but not limited to the prevailing wage and related requirements set forth in this Subsection 7.3. Consultant shall bear all risks of payment or non-payment of prevailing wages under California law and/or the Item Title: 10.9
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implementation of Labor Code Section 1781, as the same may be amended from time to time, and/or any other similar law.
a. Public Work. Consultant hereby expressly acknowledges and agrees that City has never previously affirmatively represented to Consultant, its employees or agents in writing or otherwise that the Services are not a “public work,” as defined in Section 1720 of the Labor Code. It is agreed by the Parties that, in connection with the development, construction (as defined by applicable law) and operation of the Services, including, without limitation, any public work (as defined by applicable law), if any, Consultant shall bear all risks of payment or non-payment of state and/or federal prevailing wages and/or the implementation of Labor Code Sections 1726 and 1781, as the same may be enacted, adopted or amended from time to time, and/or any other provision of law. To the extent applicable, City will enforce all penalties required by law for Consultant’s failure to pay prevailing wages. b. Labor Code of California. The Consultant’s attention is directed to Division 2, Part 7, Chapter 1 of the Labor Code of the State of California and especially to Article 2 (Wages); and Article 3 (Working Hours), thereof.
(i) In accordance with Sections 1773 and 1773.2 of the Labor Code, City has found and determined the general prevailing rates of wages in the locality in which the public work is to be performed are those determined by the Director of Industrial Relations and available at https://www.dir.ca.gov/OPRL/2022-1/PWD/Southern.html. Copies of the prevailing rates of wages are maintained with City’s principal office and are available to any interested party on request. Consultant shall post a copy of the prevailing rate of per diem wages at each job site. (ii) Consultant is aware of and will comply with the provisions of Labor Code Section 1776, including the keeping of payroll records and furnishing certified copies thereof in accordance with said Section. Pursuant to Labor Code Section 1771.4, Consultant must submit certified payroll records to the Labor Commissioner using the Department of Industrial Relations’ electronic certified payroll reporting (eCPR) system.
(iii) Pursuant to Labor Code Section 1810, it is stipulated hereby that eight (8) hours labor constitutes a legal day’s work hereunder. (iv) Pursuant to Labor Code Section 1815, work performed by employees of contractors in excess of eight (8) hours per day, and 40 hours during any one week, shall be permitted upon public work upon compensation for all hours worked in excess of eight (8) hours per day at not less than 1 ½ times the basic rate of pay. (v) Pursuant to Labor Code Section 1813, it is stipulated hereby that Consultant shall, as a penalty to City, forfeit twenty-five dollars ($25) for each worker employed in the execution of this Agreement by Consultant or by any subcontractor hereunder for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one (1) calendar week in violation of the provisions of Article 3 (commencing with Section 1810), Chapter 1, Part 7, Division 2 of the Labor Code.
(vi) Consultant is aware of and will comply with the provisions of Labor Code Sections 1777.5 and 1777.6 with respect to the employment of apprentices. Pursuant to Item Title: 10.9
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(vi) Section 1777.5 it is hereby stipulated that Consultant will be responsible for obtaining compliance therewith on the part of any and all sub-consultants or subcontractors employed by Consultant in connection with this Agreement.
(i) Pursuant to Labor Code Section 1775, it is hereby stipulated that Consultant shall, as a penalty to City, forfeit not more than two-hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the Director of Industrial Relations for the work or craft in which the worker is employed for the Services by Consultant or any sub-consultant or subcontractor. a. Bidding Eligibility. Pursuant to Labor Code Section 1771.1, no contractor or subcontractor (or consultant or subconsultant) may be listed on a bid proposal for a public works project unless registered with the Department of Industrial Relations. b. DIR Monitoring. Pursuant to Labor Code Section 1771.4, Consultant is hereby notified that this project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.
c. Indemnification Related to Prevailing Wages. Section 5, Indemnification, specifically encompasses Claims arising from or related to (i) the noncompliance by Consultant or any party performing the Services of any applicable local, state, and/or federal law, including, without limitation, any applicable federal and/or state labor laws (including, without limitation, the requirement to pay state prevailing wages and hire apprentices); (ii) the implementation of Labor Code Sections 1726 and 1781, as the same may be amended from time to time, or any other similar law; and/or (iii) failure by Consultant or any party performing the Services to provide any required disclosure or identification as required by Labor Code Section 1781, as the same may be amended from time to time, and/or any other similar law.

1.1 Licenses and Permits, Fees and Assessments. Consultant represents, warrants, and covenants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions, and perform the Services. Consultant represents, warrants, and covenants to City that Consultant and its employees, agents, and subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions, and perform the Services. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid business licenses from City. 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 Consultant’s performance of the Services, 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.

1.2 Conflicts of Interest, Political Reform Act. Consultant represents, warrants, and covenants that Consultant presently has no interest, direct or indirect, which would interfere with or impair in any manner or degree the performance of Consultant’s obligations and responsibilities under this Agreement. Consultant further agrees that while this Agreement is in effect, Consultant shall not acquire or otherwise obtain any interest, direct or indirect, that would interfere with or impair in any manner or degree the performance of Consultant’s obligations and Item Title: 10.9
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responsibilities under this Agreement. Consultant acknowledges that pursuant to the provisions of the Political Reform Act (Government Code Section 87100 et seq.), City may determine the Consultant to be a “consultant” as that term is defined by 2 California Code of Regulations Section 18700.3. In the event City makes such a determination, Consultant agrees to complete and file a “Statement of Economic Interest” with the City Clerk to disclose such financial interests as required by City. In such event, Consultant further agrees to require any other person doing work under this Agreement to complete and file a “Statement of Economic Interest” to disclose such other person’s financial interests as required by City.

7.6 Annual Appropriation of Funding. In accord with Article 16 Section 18 of the California Constitution, payment of compensation under this Agreement is contingent upon annual appropriation of funds by City for that purpose. Consultant acknowledges and agrees that to the extent that the Services extend beyond one (1) fiscal year, payment for such Services is expressly conditioned on City’s annual appropriation of funds for such Services for each year. If no funds are appropriated then this Agreement shall be terminated. City pledges and agrees to process such appropriation requests annually and in good faith. Nothing in this Subsection shall be construed to limit the right of either Party to terminate this Agreement as provided herein.

SECTION 1. TERMINATION AND MODIFICATION.

1.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.

1.2 Termination by Consultant. Consultant may cancel this Agreement upon 30 days’ written notice to City.

1.3 Consequences of Termination. In the event of termination, Consultant shall be entitled to compensation for the Services performed up to the date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or City in connection with this Agreement.

1.4 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement.

Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period.

1.5 Amendments. The Parties may amend this Agreement only by a writing signed by all the Parties.

1.6 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Item Title: 10.9
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Agreement or any interest therein without the prior written approval of the Contract Administrator.

Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in Consultant’s proposal, without prior written approval of the Contract Administrator. In the event that key personnel leave Consultant’s employ, Consultant shall notify City immediately.

8.7 Survival. All obligations arising prior to the expiration or termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the expiration or termination of this Agreement.

8.8 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City's remedies shall include, but not be limited to, any or all of the following:
a. Immediately terminate this Agreement;
b. Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; c. Retain a different consultant to complete the Services described in Exhibit A; and/or
d. Charge Consultant the difference between the cost to complete the Services described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the Services.

SECTION 2. KEEPING AND STATUS OF RECORDS.

2.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of City. Consultant hereby agrees to deliver those documents to City upon the expiration or termination of this Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for City and are not necessarily suitable for any future or other use. Any use of such documents for other projects by City shall be without liability to Consultant.

City and Consultant agree that, until final approval by City, all data, plans, specifications, reports, and other documents are confidential and will not be released to third parties without prior written consent of both Parties unless required by law.

2.2 Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, rights of reproduction, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, test data, survey results, models, renderings, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings, digital renderings, or data stored digitally, magnetically, or in any other medium, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents and Data”). Consultant shall require all subcontractors to agree in writing that City Item Title: 10.9
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is granted a non-exclusive and perpetual license for any Documents and Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents and Data. Consultant makes no such representation and warranty in regard to Documents and Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

9.3 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for the Services or expenditures and disbursements charged to City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible.

9.4 Inspection and Audit of Records. Any records or documents that Subsection 9.3 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement.

SECTION 3. MISCELLANEOUS PROVISIONS.

3.1 Attorneys’ Fees. If either Party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing Party shall be entitled to reasonable attorneys’ fees and expenses including costs, in addition to any other relief to which that Party may be entitled; provided, however, that the attorneys’ fees awarded pursuant to this Subsection shall not exceed the hourly rate paid by City for legal services multiplied by the reasonable number of hours spent by the prevailing Party in the conduct of the litigation. The court may set such fees in the same action or in a separate action brought for that purpose.

3.2 Applicable Law, Venue. The laws of the State of California shall govern this Agreement. In the event that either Party brings any action against the other under this Agreement, the Parties agree that trial of such action shall be vested exclusively in Riverside County.

3.3 Severability. If any provision of this Agreement is held invalid, the remainder of this Agreement shall not be affected thereby and all other parts of this Agreement shall nevertheless be in full force and effect.

3.4 Section Headings and Subheadings. The section headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement.

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0.5 No Implied Waiver of Breach. 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.

0.6 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the Parties.

0.7 Consultant Representative. All matters under this Agreement shall be handled for Consultant by NICOLE SANTARILLI (“Consultant’s Representative”). The Consultant’s Representative shall have full authority to represent and act on behalf of Consultant for all purposes under this Agreement. The Consultant’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

0.8 City Contract Administration. This Agreement shall be administered by a City employee, Mandy Stephens, Management Analyst (“Contract Administrator”). All correspondence shall be directed to or through the Contract Administrator or his designee. The Contract Administrator shall have the power to act on behalf of City for all purposes under this Agreement. Unless otherwise provided in this Agreement, Consultant shall not accept direction or orders from any person other than the Contract Administrator or his designee.

0.9 Notices. Any written notice to Consultant shall be sent to:

DEKRA-LITE INDUSTRIES, INC.

Attn: NICOLE SANTARILLI
3102 W. ALTON AVE.

SANTA ANA, CA 92704
Any written notice to City shall be sent to the Contract Administrator at:

City of Menifee
29844 Haun Road
Menifee, CA 92586
Attn: Mandy Stephens, Management Analyst
with a copy to:

City Clerk
City of Menifee
29844 Haun Road
Menifee, CA 92586
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0.5 Professional Seal. Where applicable in the determination of the Contract Administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled “Seal and Signature of Registered Professional with report/design responsibility,” as in the following example.
__________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.

0.6 Rights and Remedies. 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 exercise 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.

0.7 Integration. This Agreement, including the scope of services attached hereto and incorporated herein as Exhibit A, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. 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.

0.8 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

0.9 Execution of Contract. The persons executing this Agreement on behalf of each of the Parties hereto represent and 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) that entering into this Agreement does not violate any provision of any other agreement to which said Party is bound.

0.10 Nondiscrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that in the performance of this Agreement there shall be no discrimination against or segregation of, any person or group of persons on account of any impermissible classification including, but not limited to, race, color, creed, religion, sex, marital status, sexual orientation, national origin, or ancestry.

0.11 No Third Party Beneficiaries. There are no intended third-party beneficiaries under this Agreement and no such other third parties shall have any rights or obligations hereunder.

0.12 Nonliability of City Officers and Employees. No officer, official, employee, agent, representative, or volunteer of City shall be personally liable to Consultant, or any successor in interest, in the event of any default or breach by City or for any amount which Item Title: 10.9
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may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

10.18 No Undue Influence. Consultant declares and warrants that no undue influence or pressure is used against or in concert with any officer or employee of City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of City shall receive compensation, directly or indirectly, from Consultant, or from any officer, employee, or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement.

10.19 No Benefit to Arise to City Employees. No member, officer, or employee of City, or their designees or agents, and no public official who exercises authority over or has responsibilities with respect to this Agreement during his/her tenure or for one (1) year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for the Services to be performed under this Agreement.

3.1 3.2 [Signatures on Following Page]
Item Title: 10.9
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IN WITNESS WHEREOF, the Parties hereto have executed and entered into this Agreement as of the Effective Date.

CITY OF MENIFEE
Armando Villa, City Manager
Attest:

Stephanie Roseen, Acting City Clerk
Approved as to Form:

Jeffrey T. Melching, City Attorney

CONSULTANT
Nicole Santarelli

TBD

[Note: 2 officer’s signatures required if
Consultant is a corporation, unless provided
with a certificate of secretary in-lieu]
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EXHIBIT A.

EXHIBIT A

SCOPE OF SERVICES
Services shall include MILITARY BANNER PROGRAM SERVICES in the amount not to exceed Fifty Six Thousand Two Hundred Fifty Dollars and Zero Cents ($56,250.00) as further detailed in the following page(s). In no event shall the compensation paid during the term of this Agreement exceed the following amounts:

Initial Term: Eighteen Thousand Seven Hundred Fifty Dollars and Zero Cents ($18,750.00) First Renewal Term: Eighteen Thousand Seven Hundred Fifty Dollars and Zero Cents ($18,750.00)
Second Renewal Term: Eighteen Thousand Seven Hundred Fifty Dollars and Zero Cents ($18,750.00)
Item Title: 10.9
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