REGULAR MEETING
AGENDA
March 17, 2026
6:00 PM
City Hall Council Chamber – 14177 Frederick Street
CITY COUNCIL OF THE CITY OF MORENO VALLEY
MORENO VALLEY COMMUNITY SERVICES DISTRICT BOARD OF DIRECTORS*
CITY AS SUCCESSOR AGENCY FOR THE COMMUNITY REDEVELOPMENT AGENCY OF THE
CITY OF MORENO VALLEY
MORENO VALLEY HOUSING AUTHORITY BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING CORPORATION BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING AUTHORITY
BOARD OF LIBRARY TRUSTEES
MORENO VALLEY COMMUNITY FOUNDATION BOARD OF DIRECTORS
*The City Council receives a separate stipend from the Community Services District Board of Directors
Ulises Cabrera, Mayor
Elena Baca-Santa Cruz, Councilmember (District #1)
Edward A. Delgado, Councilmember (District #2)
Erlan Gonzalez, Mayor Pro Tem (District #3)
Cheylynda Barnard, Councilmember (District #4)
MEETING CALENDAR
City Council Regular Meetings
First and Third Tuesdays of the Month at 6:00 PM
City Council Closed Sessions
Scheduled As Needed Commencing at 4:00 PM or Thereafter City Council Special Recognition/Presentations
First and Third Tuesdays of the Month
Scheduled As Needed Commencing at 5:30 PM
City Council Study Sessions
Second Tuesdays of the Month
Scheduled As Needed Commencing at 6:00 PM
A. CALL TO ORDER
B. PLEDGE OF ALLEGIANCE
C. INVOCATION
Pastor Alfred Quinn from Quinn African Episcopal Church D. LAND ACKNOWLEDGEMENT
We wish to acknowledge that we are on the unceded lands of the Cahuilla (kuh-wee-uh) and Páyomkawichum (Pah-YOM-KAH-WEE-chum) or Luiseño (lew-wee-SAY-nyoh) , who as original inhabitants, and now as Sovereign Tribal Nations, have continued to live and thrive upon these lands since time immemorial.
E. ROLL CALL
F. MOTIONS TO EXCUSE ABSENCES
Recommendation(s)
Approve Excused Absences
G. STAFF INTRODUCTIONS
H. APPROVAL OF ORDER OF AGENDA
Recommendation(s)
Approve Agenda Order
I. PUBLIC COMMENTS ON MATTERS NOT ON THE AGENDA
Speakers shall have a total of three minutes to comment on any matters not on the agenda.
Comments must pertain to matters within the subject matter jurisdiction of the City Council and/or Affiliated Boards.
J. JOINT CONSENT CALENDARS
Recommendation(s)
Approve the Joint Consent Calendars
J.1 ORDINANCES – SECOND READING/ADOPTION
Waive the Full Reading of all Ordinances listed on the Agenda and Adopt all Ordinances by Title Only.
J.1.1 ADOPTION (SECOND READING) OF ORDINANCE NO. 1038
2 ESTABLISHING A VETERANS ADVISORY COMMISSION
Recommendation(s)
That the City Council:
1. Conduct a second reading by title only and adopt Ordinance No.1038 amending Title 2 (Administration and Personnel) of the Moreno Valley Municipal Code to add Chapter 2.20.080 establishing a Veterans Advisory Commission.
J.2 MINUTES - CITY COUNCIL - SPECIAL MEETING - FEBRUARY 26, 2026 6:00 PM J.3 MINUTES - CITY COUNCIL - SPECIAL CLOSED SESSION - FEBRUARY 26, 2026 8:00 PM
J.4 MINUTES - CITY COUNCIL - CLOSED SESSION - MARCH 3, 2026 4:00 PM J.5 MINUTES - CITY COUNCIL - REGULAR MEETING - MARCH 3, 2026 - 6:00 PM Recommendation(s)
Approval of City Council and Affiliated Boards’ Regular Meeting Minutes for February 26, 2026 Special Meeting, February 26, 2026 Special Closed Session, March 3, 2026 Closed Session and March 3, 2026 Regular Meeting.
J.6 SETTING ASIDE ACTIONS APPROVING HEACOCK STREET AUTOMOBILE PARKING LOT PLOT PLAN (PEN21-0102) PURSUANT PEREMPTORY WRIT OF MANDATE (CASE NO. 2301559) (REPORT OF: CITY ATTORNEY) (DISTRICT 4) Setting Aside Actions Approving Heacock Street Automobile Parking Lot Plot Plan (PEN21-0102)
Recommendation(s)
1. Adopt Resolution No. 2026-11 to:
(a)Void, vacate, and set aside in its entirety Resolution No. 2022-41, a Resolution of the Planning Commission of the City of Moreno Valley, California, Adopting a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program for Plot Plan (PEN21-0102) for an Automobile Parking Lot Located on the East Side of Heacock Street North of the Perris Valley Storm Drain (APN 316-211-014); (b)Void, vacate, and set aside in its entirety Resolution No. 2022-42, a Resolution of the City of Moreno Valley, California, Approving Plot Plan (PEN21-0102) for an Automobile Parking Lot Located on the East Side of Heacock Street North of the Perris Valley Storm Drain (APN 316-211-014);
(c)Void, vacate, and set aside in its entirety Resolution No. 2023- 08, a Resolution of the City Council of the City of Moreno Valley, California, Denying Appeals (PAA22- 3 0005) and(PAA23-0003) and Upholding the Planning Commission’s Adoption of a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program for Plot Plan PEN21-0102 for the Proposed Automobile Parking Lot located on the East Side of Heacock Street North of the Perris Valley Storm Drain( APN 316- 211- 014); and
(d)Void, vacate, and set aside in its entirety Resolution No. 2023- 09, a Resolution of the City Council of the City of Moreno Valley, California, Denying Appeals (PAA22- 0005) and(PAA23-0003) and Upholding the Planning Commission’s Approval Plot Plan PEN21-0102) for the Proposed Automobile Parking Lot located on the East Side of Heacock Street North of the Perris Valley Storm Drain (APN 316-211- 014).
J.7 COUNCIL DISCRETIONARY EXPENDITURE REPORTS FOR FISCAL YEAR 2025- 2026, JULY 1, 2025 – JANUARY 31, 2026 (REPORT OF: CITY CLERK) (DISTRICT:
ALL DISTRICTS)
Council Discretionary Expenditure Reports – January 2026 Recommendation(s)
That the City Council:
1. Receive and file the Fiscal Year 2025/2026 Council Discretionary Expenditure Report for July 1, 2025 – January 31, 2026.
J.8 COUNCIL TRAINING & TRAVEL EXPENDITURE REPORTS FOR FISCAL YEAR 2025-2026 (REPORT OF: CITY CLERK) (DISTRICT: ALL DISTRICTS) Council Training & Travel Expenditure Reports – January 2026 Recommendation(s)
That the City Council:
1. Receive and file Fiscal Year 2025/2026 City Council Training & Travel Expenditure Report for the month of January 2026.
J.9 RESOLUTION UPDATING THE RECORDS RETENTION SCHEDULE (REPORT OF: CITY CLERK) (DISTRICT: ALL DISTRICTS)
Records Retention Schedule Update
Recommendation(s)
That the City Council:
1. Adopt Resolution 2026-12 Updating the Records Retention Schedule.
J.10 ANNUAL PROGRESS REPORT AS REQUIRED BY GOVERNMENT CODE 65400 (REPORT OF: COMMUNITY DEVELOPMENT) (DISTRICT: NOT APPLICABLE) Annual Progress Report As Required by Government Code 65400 4 Recommendation(s)
That the City Council:
1. Adopt Resolution No. 2026-13 approving the 2006 General Plan Annual Progress Report and directing staff to submit the Annual Report to the Governor's Office of Land Use and Climate Innovation (LCI) and the California Department of Housing and Community Development (HCD) by April 1, 2026.
J.11 AUTHORIZE THE SUBMITTAL OF AN APPLICATION TO THE PROHOUSING INCENTIVE PILOT ROUND 4 (PIP) PROGRAM, ADOPT RESOLUTION 2026-XX, AND OTHER RELATED DOCUMENTS (REPORT OF: FINANCIAL AND
MANAGEMENT SERVICES DEPARTMENT) (DISTRICT: ALL DISTRICTS) Authorize Submittal of PIP Application & Adopt Resolution 2026-XX Recommendation(s)
That the City Council:
1.Authorize the City Manager, or his or her designee, to submit an application to the California Department of Housing and Community Development (HCD) in response to HCD’s Prohousing Incentive Program (PIP) Notice of Funding Availability Round 4 (NOFA);
2.Adopt Resolution No. 2026-14 to Authorize the City Manager, or his or her designee, to prepare, execute, and submit an application and other related documents for the purpose of managing the Prohousing Incentive Program;
3.Authorize the City Manager, or his or her designee, to execute applications and other related documents for the purpose of managing the Prohousing Incentive Program; and
4. Authorize the Chief Financial Officer, or their designee, to make any necessary budget adjustments as set forth in the Fiscal Impact section of this report upon successful award of said grant.
J.12 ADOPT RESOLUTIONS TO INITIATE PROCEEDINGS TO LEVY ASSESSMENTS IN FISCAL YEAR 2026/27 FOR MORENO VALLEY COMMUNITY SERVICES DISTRICT LIGHTING MAINTENANCE DISTRICT NO. 2014-01 (REPORT OF:
FINANCIAL AND MANAGEMENT SERVICES) (DISTRICT: ALL DISTRICTS) Resolutions to Initiate Proceedings to Levy FY 2026/27 Assessments for LMD 2014- 01 (Reso. Nos. CSD 2026-05, CSD 2026 -06, and CSD 2026-07) Recommendation(s)
That the Community Services District:
1. Adopt Resolution No. CSD 2026-05, a Resolution of the Board for the Moreno 5 Valley Community Services District of the City of Moreno Valley, California, Initiating Proceedings to Levy Fiscal Year 2026/27 Assessments against Real Property in Moreno Valley Community Services District Lighting Maintenance District No. 2014- 01;
2. Adopt Resolution No. CSD 2026-06, a Resolution of the Board for the Moreno Valley Community Services District of the City of Moreno Valley, California, Approving an Engineer's Report in Connection with Fiscal Year 2026/27 Assessments against Real Property in Moreno Valley Community Services District Lighting Maintenance District No. 2014-01; and
3. Adopt Resolution No. CSD 2026-07, a Resolution of the Board for the Moreno Valley Community Services District of the City of Moreno Valley, California, Declaring its Intention to Levy Fiscal Year 2026/27 Assessments against Real Property in Moreno Valley Community Services District Lighting Maintenance District No. 2014-
01. J.13 ADOPT RESOLUTIONS TO INITIATE PROCEEDINGS TO LEVY ASSESSMENTS IN FISCAL YEAR 2026/27 FOR MORENO VALLEY COMMUNITY SERVICES DISTRICT LANDSCAPE MAINTENANCE DISTRICT NO. 2014-02 (REPORT OF:
FINANCIAL AND MANAGEMENT SERVICES) (DISTRICT: ALL DISTRICTS) Resolutions to Initiate Proceedings to Levy FY 2026/27 Assessments for LMD 2014- 02 (Reso. Nos. CSD 2026-__, CSD 2026-__, and CSD 2026-__) Recommendation(s)
That the Community Services District:
1. Adopt Resolution No. CSD 2026-08, a Resolution of the Board for the Moreno Valley Community Services District of the City of Moreno Valley, California, Initiating Proceedings to Levy the Fiscal Year 2026/27 Assessments against Real Property in Moreno Valley Community Services District Landscape Maintenance District No. 2014-02;
2. Adopt Resolution No. CSD 2026-09, a Resolution of the Board for the Moreno Valley Community Services District of the City of Moreno Valley, California, Approving an Engineer's Report in Connection with the Fiscal Year 2026/27 Assessments against Real Property in Moreno Valley Community Services District Landscape Maintenance District No. 2014-02; and
3. Adopt Resolution No. CSD 2026-10, a Resolution of the Board for the Moreno Valley Community Services District of the City of Moreno Valley, California, Declaring its Intention to Levy the Fiscal Year 2026/27 Assessments against Real Property in Moreno Valley Community Services District Landscape Maintenance District No. 2014-02.
J.14 LIST OF PERSONNEL CHANGES (REPORT OF: HUMAN RESOURCES) (DISTRICT: NOT APPLICABLE)
6 List of Personnel Changes (February 1, 2026 – February 28, 2026) Recommendation(s)
That the City Council:
1. Ratify the list of personnel changes as described.
J.15 AWARD AN AGREEMENT FOR PROFESSIONAL CONSULTANT
ARCHITECTURAL AND ENGINEERING DESIGN SERVICES FOR THE MORENO VALLEY PUBLIC SAFETY CAMPUS PROJECT NUMBER 803 0072 (REPORT OF:
PUBLIC WORKS) (DISTRICT 3)
Authorization To Award An Agreement For Professional Consultant Architectural And Engineering Design Services To Steinberg Hart For The Moreno Valley Public Safety Campus Project Number 803 0072
Recommendation(s)
That the City Council:
1. Authorize to award an Agreement for Professional Consultant Services to Steinberg Hart to provide architectural and engineering design services for the Moreno Valley Public Safety Campus;
2. Authorize the City Manager to execute the Agreement with Steinberg Hart, subject to the approval by the City Attorney;
3. Authorize the issuance of a Purchase Order to Steinberg Hart in the amount of $4,319,611.00, funded by the Public Works Capital Projects funds, once the agreement has been signed by all parties;
4. Authorize the City Manager to execute any subsequent amendments to the Agreement with Steinberg Hart, up to the annual budget as approved by the City Council, including the authority to authorize the associated purchase orders in accordance with the terms of the Agreement, subject to the approval of the City Attorney; and
5. Authorize budget adjustments as set forth in the Fiscal Impact section of this report.
J.16 ADOPTION OF ORDINANCE AND RESOLUTION AMENDING TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) PROGRAM AND RATES (REPORT OF:
PUBLIC WORKS) (DISTRICT: ALL DISTRICTS)
A Public Hearing To Adopt Ordinance 1039 To Amend Ordinance Number 1019 To Establish Construction Cost Index Adjustments To The Western Riverside County Transportation Uniform Mitigation Program And Adoption Of Resolution 2026-15 Amending The Applicable Transportation Uniform Mitigation Fee Applicable To All Developments
7 Recommendation(s)
That the City Council:
1. Adopt Ordinance 1039, amending Ordinance Number 1019; and
2. Adopt Resolution Number 2026-15, amending the applicable Transportation Uniform Mitigation Fee applicable to all developments.
J.17 SECOND AMENDMENT TO THE ENERGY SCHEDULING AND TRADING SERVICES AGREEMENT WITH TENASKA POWER SERVICES (REPORT OF:
PUBLIC WORKS) (DISTRICT: ALL DISTRICTS)
Authorization And Approval Of The Second Amendment To The Energy Scheduling And Trading Services Agreement With Tenaska Power Services Company, Amending The Term For An Additional Two Years
Recommendation(s)
That the City Council:
1. Approve the Second Amendment to the Energy Scheduling and Trading Services Agreement with Tenaska Power Services, Company;
2. Authorize the City Manager to execute the Amendment to the Energy Scheduling and Trading Services Agreement with Tenaska Power Services, Company; and
3. Authorize the City Manager, or their designee, to execute any subsequent amendments to the Energy Scheduling and Trading Services Agreement with Tenaska Power Services, Company, in accordance with the terms of the agreement, and within the budgetary amounts previously approved by the City Council as part of the adopted and/or amended budget process, subject to the approval of the City Attorney.
J.18 APPROVAL OF TEMPORARY ROAD CLOSURES FOR THE 2026 PUBLIC SAFETY EXPO (REPORT OF: PUBLIC WORKS) (DISTRICT 1)
Approval Of The Temporary Road Closures For The 2026 Public Safety Expo Recommendation(s)
That the City Council:
1. Approve all the recommended road closures for the 2026 Public Safety Expo as outlined in this report; and
2. Authorize the Moreno Valley Police Department and Public Works Director/City Engineer to make additional changes or recommend road closures as needed for the event.
J.19 APPROVE USE OF ASSET FORFEITURE FUNDS TO PURCHASE LAW ENFORCEMENT EQUIPMENT AND SOFTWARE (REPORT OF: POLICE)
(DISTRICT: NOT APPLICABLE)
8 Approval to Utilize Asset Forfeiture Funds to Purchase Law Enforcement Equipment and Software
Recommendation(s)
That the City Council:
1. Authorize the Police Department to purchase law enforcement equipment and, updated and additional software licenses with maintenance for $149,718.91;
2. Approve the use of Asset Forfeiture funds and the proposed budget adjustments as set forth in the Fiscal Impact Section of this report; and
3. Authorize the City Manager and Chief Financial Officer to approve Purchase Orders to effectuate the acquisition of law enforcement equipment and software licenses with maintenance for $149,718.91.
K. PUBLIC HEARINGS
Public testimony on each Public Hearing item shall be limited to three minutes per speaker and must pertain to the subject under consideration.
Those wishing to testify are encouraged to complete and submit a GOLDENROD speaker slip to the City Clerk Staff.
K.1 MUNICIPAL CODE AMENDMENT (PEN26-0003) (REPORT OF: COMMUNITY DEVELOPMENT) (DISTRICT: ALL DISTRICTS)
Municipal Code Amendments To Amend Various Sections Within Title 9 Planning and Zoning, And Title 12 Vehicles And Traffic, Including Chapter 9.09 (Specific Use Development Standards), Chapter 9.17 (Landscape And Water Efficiency Requirements), And Chapter 12.02 (Mobile Vending), Of The Moreno Valley Municipal Code.
Recommendation(s)
That the City Council:
1. Find that the proposed amendments to the Moreno Valley Municipal Code are exempt from the California Environmental Quality Act in accordance with Section 15061(b)(3) of the CEQA Guidelines;
2. Introduce (First Reading) Ordinance No. 1040 at the conclusion of the Public Hearing and adopt (Second Reading) the same at a subsequent City Council meeting, revising Title 9 (Planning and Zoning), specifically Chapter 9.09 (Specific Use Development Standards), and Chapter 9.17 (Landscape and Water Efficiency Requirements); and
3. Introduce (First Reading) Ordinance No. 1041 at the conclusion of the Public Hearing and adopt (Second Reading) the same at a subsequent City Council meeting, revising Title 12 (Vehicles and Traffic), specifically Chapter 12.02 (Mobile Vending).
9 L. GENERAL BUSINESS
Public comment on each General Business item shall be limited to three minutes per speaker and must pertain to the subject under consideration.
Those wishing to speak are encouraged to complete and submit a BLUE speaker slip to the City Clerk Staff.
L.1 LIBRARY COMMISSION ANNUAL REPORT 2025/2026 (REPORT OF: PARKS AND COMMUNITY SERVICES) (DISTRICT: ALL DISTRICTS)
Library Commission Annual Report
Recommendation(s)
That the City Council:
1. Receive and file the Library Commission Annual Report for 2025/2026.
M. REGIONAL COMMISSION/COMMITTEE/BOARD REPORTS
M.1 March Joint Powers Commission (JPC)
M.2 Riverside County Habitat Conservation Agency Board of Directors (RCHCA) M.3 Riverside County Transportation Commission (RCTC)
M.4 Riverside Transit Agency Board of Directors (RTA)
M.5 Western Riverside Council of Governments Executive Committee (WRCOG) M.6 Western Riverside County Regional Conservation Authority Board of Directors (RCA) M.7 School District/City Joint Task Force
M.8 Southern California Association of Governments (SCAG) N. EMPLOYEE ASSOCIATION REPORTS
O. CITY MANAGER'S REPORT
P. CITY COUNCIL CLOSING COMMENTS
Individual Council Member comments shall be limited to five minutes.
Q. FUTURE AGENDA ITEMS
To add an item to a future agenda, there must be a motion, second and a majority vote of those present at the meeting. To avoid a Brown Act violation, there shall be no discussion of the merits of any such future agenda items.
10 R. ADJOURNMENT
CERTIFICATION
I, Patty Rodriguez, Manager of the Office of the Mayor and City Council/City Clerk of the City of Moreno Valley, California, certify that 72 hours prior to this Regular Meeting, the City Council Agenda was posted on the City’s website at: www.moval.org and in the following three public places pursuant to City of Moreno Valley Resolution No. 2007-40:
City Hall, City of Moreno Valley
14177 Frederick Street
Moreno Valley Library
25480 Alessandro Boulevard
Moreno Valley Senior/Community Center
25075 Fir Avenue
Patty Rodriguez, CMC
Manager of the Office of the Mayor and City Council/City Clerk Date Posted: March 12, 2026
PUBLIC INSPECTION & DISTRIBUTION
The contents of the agenda packet are available for public inspection on the City’s website at www.moval.org and in the City Clerk’s office at 14177 Frederick Street during normal business hours.
Any written information related to an open session agenda item that is known by the City to have been distributed to all or a majority of the City Council less than 72 hours prior to this meeting will be made available for public inspection on the City’s website at www.moval.org and in the City Clerk’s office at 14177 Frederick Street during normal business hours.
AMERICANS WITH DISABILITIES ACT NOTICE
Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities, in compliance with the Americans with Disabilities Act of 1990 and all related federal rules and regulations. Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the ADA Coordinator, at 951.413.3350 at least 72 hours before the meeting. The 72-hour notification will enable the City to make reasonable arrangements to ensure accessibility to this meeting.
11 Report to City Council
ID: 26-0091 Page 1
TO: Mayor and City Council
FROM: Brian Mohan, City Manager
AGENDA DATE: March 3, 2026
TITLE: ORDINANCE TO AMEND TITLE 2 (ADMINISTRATION
AND PERSONNEL) OF THE MORENO VALLEY
MUNICIPAL CODE TO ADD CHAPTER 2.20.080
ESTABLISHING A VETERANS COMMISSION (REPORT
OF: CITY MANAGER) (DISTRICT: NOT APPLICABLE)
TITLE SUMMARY: Ordinance Amending Title 2 – Establishment of a Veterans Commission
DISTRICT: Not Applicable
Recommendation(s)
That the City Council:
1. Introduce and conduct first reading of an ordinance amending Title 2 of the Moreno Valley Municipal Code to add Chapter 2.20.080 establishing a Veterans Commission; and
2. Waive further reading and set the ordinance for adoption at a subsequent meeting.
SUMMARY
At its February 3, 2026, meeting, the City Council directed staff to proceed with the establishment of a Veterans Commission and designated Mayor Pro Tem Erlan Gonzalez and Councilmember Ed Delgado to serve as the City Council Ad Hoc Committee for this item.
This ordinance formally amends Title 2, Chapter 2.20 (City Council Advisory Boards and Commissions) to add Section 2.20.080, establishing a Veterans Commission and defining 12 ID: 26-0091 Page 2
its composition, terms, powers, and duties in a manner consistent with other existing advisory commissions.
DISCUSSION
On February 3, 2026, following prior discussion at the January 20, 2026 City Council meeting, the City Council provided direction to staff to establish a Veterans Commission modeled after existing advisory bodies such as the Public Arts Commission, Senior Citizens Commission, and Parks, Community Services and Trails Commission. As part of that action, the City Council appointed Mayor Pro Tem Erlan Gonzalez and Councilmember Ed Delgado to serve as an Ad Hoc Committee to work with staff on the development of the commission structure and scope.
Based on this direction, staff prepared the proposed ordinance to amend Chapter 2.20 of the Moreno Valley Municipal Code by adding Section 2.20.080, Veterans Commission.
The proposed structure mirrors existing advisory commissions to ensure consistency, clarity of purpose, and compliance with City policy governing advisory bodies.
Key provisions of the proposed ordinance include:
Composition:
The Veterans Commission shall consist of five (5) members and two (2) alternates.
Terms of Office:
Commission members shall serve three-year terms, expiring June 30.
Powers and Duties:
The Veterans Commission shall serve in an advisory capacity to the City Council. Its powers and duties include, but are not limited to:
• Providing advice and recommendations regarding grant applications related to veteran- focused projects, programs, and services;
• Advising on acceptance of real or personal property or other items offered by public or private entities;
• Advising on policies, programs, services, and community engagement activities related to veteran services;
• Identifying funding opportunities and partnerships with nonprofit organizations, community service organizations, private entities, and other public agencies;
• Providing input on budgets and financial statements related to veteran-related services when requested by the City Manager;
• Advising on the acquisition, operation, and use of property for veteran-related purposes;
13 ID: 26-0091 Page 3
• Serving as a forum for public input on veteran-related matters;
• Acting as a liaison between the City Council and relevant community organizations; and
• Submitting an annual report to the City Council summarizing commission activities over the preceding 12 months.
The proposed ordinance ensures the Veterans Commission functions strictly in an advisory role and does not assume operational or fiscal authority.
ALTERNATIVES
1. Approve the ordinance as presented.
Staff recommend this alternative.
2. Do not approve the ordinance.
Staff does not recommend this alternative.
FISCAL IMPACT
There is no immediate fiscal impact associated with adoption of this ordinance. Any future costs related to commission activities would be subject to City Council approval through the annual budget process.
NOTIFICATION
Publication of the agenda and posting in accordance with the Brown Act.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Johncito “John” Peraza Brian Mohan
Assistant to the City Manager City Manager
CITY COUNCIL GOALS
Advocacy: Develop cooperative intergovernmental relationships and be a forceful advocate of City policies, objectives, and goals to appropriate external governments, agencies and corporations.
Community Image, Neighborhood Pride and Cleanliness: Promote a sense of community pride and foster an excellent image about our City by developing and executing programs which will result in quality development, enhanced neighborhood preservation efforts, including home rehabilitation and neighborhood restoration.
Positive Environment: Create a positive environment for the development of Moreno Valley's future.
CITY COUNCIL STRATEGIC PRIORITIES
14 ID: 26-0091 Page 4
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
15 ID: 26-0091 Page 5
Report Approval Details
Document
Title:
STAFFREPORT_CM_VETERANS_COMMISSION_ORDINANCE.docx
Attachments: - Draft Ordinance - Veterans Commission - Updated.docx Final
Approval
Date:
Feb 25, 2026
This report and all of its attachments were approved and signed as outlined below:
Brian Mohan
Natalia Medina
Felicia London, MPA
Launa Jimenez
Patty Rodriguez
16 ORDINANCE NO.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, AMENDING TITLE 2 (ADMINISTRATION AND
PERSONNEL) OF THE MORENO VALLEY MUNICIPAL CODE TO ADD CHAPTER
2.20.080 ESTABLISHING A VETERANS COMMISSION
WHEREAS, the City of Moreno Valley (“City”) is a general law city and a municipal corporation of the State of California; and
WHEREAS, pursuant to the authority granted the City by Article XI, Section 7 of the California Constitution, the City has the police power to adopt regulations designed to promote the public convenience or the general prosperity, as well as regulations designed to promote the public health, morals and/or safety; and WHEREAS, Title 2, Chapter 2.20 of the Moreno Valley Municipal Code establishes City Co uncil advisory boards and commissions to provide advice and recommendations to the City Council on matters within their respective subject matter jurisdictions; and
WHEREAS, the City Council desires to formally establish a Veterans Commission to advise the City Council on veteran -related programs, services, policies, community engagement, and related matters; and
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO VALLEY DOES ORDAIN AS FOLLOWS:
Section 1. RECITALS
That the above recitals are true and correct and are incorporated herein as though set forth at length herein.
Section 2. AUTHORITY
This Ordinance is adopted pursuant to the authority granted by Article XI, Section 7 of the California Constitution and Government Code Section 37100.
Section 3. AMENDMENT TO TITLE 2 – ADDITION OF SECTION 2.20.080 Title 2 (Administration and Personnel), Chapter 2.20 (City Council Advisory Boards and Commissions) of the Moreno Valley Municipal Code is hereby amended to add Section 2.20.080, entitled “Veterans Com mission,” as set forth in Exhibit A , attached hereto and incorporated by reference.
17 Section 5. SEVERABILITY
If any provision of this Ordinance is held invalid, such invalidity shall not affect ther provisions that can be given effect without the invalid provision.
Section 6. REPEAL OF CONFLICTING PROVISIONS
All provisions of the Moreno Valley Municipal Code inconsistent with this Ordinance are hereby repealed to the extent of such inconsistency.
Section 7. EFFECTIVE DATE
That this Ordinance shall take effect thirty (30) days after its second reading.
Section 8. CERTIFICATION
That the City Clerk shall certify to the passage and adoption of this Ordinance, enter the same in the book for original ordinances of the City, and make a minute of passage and adoption thereof in the records of the proceedings of the City Council, in the minutes of the meeting at which this Ordinance is passed and adopted. [REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
18 INTRODUCED at a regular meeting of the City Council on 3rd day of March, and
PASSED, APPROVED, and ADOPTED by the City Council on , , by the following vote:
Ulises Cabrera, Mayor
City of Moreno Valley
ATTEST:
M. Patricia Rodriguez, City Clerk, CMC
APPROVED AS TO FORM:
Steven B. Quintanilla, City Attorney
19 ORDINANCE JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )
ss. CITY OF MORENO VALLEY
)
I, M. Patricia Rodriguez, City Clerk of the City of Moreno Valley, California, do hereby certify that Ordinance No. 2026 - XX was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 3rd day of March, 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and
Mayor)
CITY CLERK
(SEAL)
20 EXHIBIT A
§ 2.20.080. Veterans commission.
A. Composition. The veterans commission shall consist of five (5) members and two alternates.
B. Terms of Office. The term of office for each member shall be three years, expiring June 30th.
C. Powers and Duties. The veteran commission's powers and duties shall be limited to the following:
1. Providing advice and recommendations to the city council regarding grant applications for veterans -related projects, programs, and/or services, consistent with any criteria associated with the respective grant requirements and specifications, as may be requested or directed by the city council or staff liaison;
2. Providing advice and recommendations to the city council regarding whether to accept any real or personal property or other items offered by the private sector or another public agency, as may be requested or directed by the city council or staff liaison;
3. Providing advice and recommendations to the city council regarding the city's center(s), veterans-related policies, program and services, and community engagement programs, as may be requested or directed by the city council or staff liaison;
4. Providing advice and recommendations to the city council regarding sources such as non- profit organizations, community service organizations, private entities and/or other public agencies which have the capability and resources to fund the city's center(s), the provision of veterans -related programs and services, and the acquisition of r eal and personal property and other items for the benefit of the city's center(s) and/or veterans, as may be requested or directed by the city council or staff liaison;
5. Providing advice and recommendations to the city council, at the time requested by the city manager, regarding the budgets and financial statements related to the center(s) and the provision of veterans-related services within the city;
6. Providing advice and recommendations to the city council regarding the operation, acquisition and use of real and personal property and/or improvements for veterans-related purposes as may be requested or directed by the city council or staff liaison;
7. Providing a forum for members of the public to present ideas or requests pertaining to the city center(s) or veterans-related programs and services and reporting on such to the city council, if determined necessary by the staff liaison or council liaison;
8. Serving as a liaison between the city council and any local veterans -type organizations established for the be nefit of the city's center(s) and the city's veterans and reporting on such to the city council, if determined necessary by the staff liaison or council liaison;
9. Providing advice and recommendations to the city council regarding any other matters as may be requested or directed by the city council or staff liaison; and
10. Providing an annual report to the city council at a time determined by the staff liaison regarding the commission's activities of the previous 12 months. 21 1
SPECIAL MEETING
February 26, 2026
6:00 pm
CITY COUNCIL OF THE CITY OF MORENO VALLEY
MORENO VALLEY COMMUNITY SERVICES DISTRICT BOARD OF DIRECTORS*
CITY AS SUCCESSOR AGENCY FOR THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF MORENO VALLEY
MORENO VALLEY HOUSING AUTHORITY BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING CORPORATION BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING AUTHORITY
BOARD OF LIBRARY TRUSTEES
MORENO VALLEY COMMUNITY FOUNDATION BOARD OF DIRECTORS
A. CALL TO ORDER
The Joint Special Meeting of the City Council, Community Services District, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley, Moreno Valley Housing Authority, Moreno Valley Public Financing Corporation, Moreno Valley Public Financing Authority, the Board of Library Trustees, and the Moreno Valley Community Foundation Board of Directors was called to order at 6:00 pm by Mayor Cabrera in the Council Chamber located at 14177 Frederick Street.
Mayor Cabrera announced that the City Council receives a separate stipend for CSD meetings.
B. PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Mayor Pro Tem Gonzalez.
C. ROLL CALL
Ulises Cabrera - Mayor
22 2
Erlan Gonzalez - Mayor Pro Tem
Ed Delgado - Councilmember
Elena Baca-Santa Cruz - Councilmember
Cheylynda Barnard - Councilmember
D. STAFF INTRODUCTIONS
Patty Rodriguez – Manager of the Office of the Mayor and City Council/City Clerk Sonia Gomez – Senior Deputy City Clerk
Steven Quintanilla- City Attorney
Brian Mohan - City Manager
James Verdugo – Building Official
Edgar Gonzalez – Fire Marshall
Jesse Park - Fire Chief
Sarah Mack - Chief of Police
E. PUBLIC COMMENTS SHALL BE LIMITED TO ONLY THOSE ITEMS LISTED
ON THE SPECIAL MEETING AGENDA PURSUANT TO CALIFORNIA
GOVERNMENT CODE SECTION 54954.3
F. SPECIAL ORDER OF BUSINESS
F.1 REPORT ON STATUS OF MORENO VALLEY MALL CLOSURE
(REPORT OF: FIRE CHIEF, BUILDING OFFICIAL AND CITY ATTORNEY) (DISTRICT 1)
Fire Chief Jesse Park, Building Official James Verdugo, Fire Marshall Edgar Gonzalez, and City Attorney Steven Quintanilla provided the staff report.
City Attorney Steven Quintanilla provided additional comments.
With the conclusion of the staff report, Mayor Cabrera called for Council questions of staff.
Councilmember Baca-Santa Cruz, Councilmember Delgado, Mayor Pro Tem Gonzalez, Councilmember Barnard, and Mayor Cabrera asked questions of staff.
23 3
Fire Marshall Edgar Gonzalez, Fire Chief Jesse Park, and City Manager Brian Mohan responded to Council's inquiries.
With the conclusion of Council comments, Mayor Cabrera called for public comments to be heard.
Sheena McGill
1. Opposed closing of mall.
Tony Hernandez
1. Opposed to closing of mall.
John Stephens
1. Opposed to closing of mall.
Ismael Gonzalez
1. Supported closure.
Councilmember Barnard left the dais at 7:10pm.
Councilmember Barnard returned to dais at 7:12pm.
Lizbeth Joribio
1. Opposed to closing of mall.
Stephen Miller
1. Opposed to closing of mall.
Laura Linares Vallejo
1. Opposed to closing of mall.
Surgeri Jones
1. Opposed to closing of mall.
Bob Palomarez
1. Concerns.
Seth Cox
1. Concerns.
Chris Baca
1. Supported closure.
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Alexander Johnson
1. Supported closure.
Krysta Hawkins
1. Concerns.
James Vega
1. Concerns.
Louise Palomarez
1. Concerns.
Nikita Wilson
1. Concerns.
Shaik Islam
1. Opposed to closing of Mall.
Micah Barrett
1. Thanked Fire Department.
Jesslyn McGill
1. Concerns.
Oliver Olivares
1. Robert Garcia Boxing Academy.
Lorena Calderon
1. Concerns.
Roy Bleckert
1. Concerns.
City Manager Brian Mohan and City Attorney Steven Quintanilla provided clarifying comments to Council.
With the conclusion of public comments, Mayor Cabrera called for Council comments and deliberation.
25 5
Councilmember Delgado, Councilmember Baca-Santa Cruz,
Councilmember Barnard, Mayor Pro Tem Gonzalez, and Mayor Cabrera provided comments on the item.
Councilmember Baca-Santa Cruz left the dais at 8:03pm.
Councilmember Baca-Santa Cruz returned to dais at 8:05pm.
With the conclusion of Council comments and deliberation, Mayor Cabrera concluded the meeting and announced the City Council would be transitioning to the Special Closed Session meeting.
G. ADJOURNMENT
There being no further business to come before the City Council, Mayor Cabrera adjourned the meeting at 8:12pm.
26 6
Submitted by:
____________________________
M. Patricia Rodriguez
Manager of the Office of the Mayor and City Council/City Clerk Secretary, Moreno Valley Community Services District
Secretary, City as Successor Agency for the Community
Redevelopment Agency of the City of Moreno Valley
Secretary, Moreno Valley Housing Authority
Secretary, Moreno Valley Public Financing Corporation
Secretary, Board of Library Trustees
Secretary, Public Financing Authority
Secretary, Moreno Valley Community Foundation
Approved by:
_____________________________
Ulises Cabrera
Mayor, City of Moreno Valley
President, Moreno Valley Community Services District
Chairperson, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley
Chairperson, Moreno Valley Housing Authority
Chairperson, Moreno Valley Public Financing Corporation Chairperson, Board of Library Trustees
Chairperson, Public Financing Authority
Chairperson, Moreno Valley Community Foundation
27 1
SPECIAL CLOSED SESSION MEETING
February 26, 2026
6:00 pm
CITY COUNCIL OF THE CITY OF MORENO VALLEY
MORENO VALLEY COMMUNITY SERVICES DISTRICT BOARD OF DIRECTORS*
CITY AS SUCCESSOR AGENCY FOR THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF MORENO VALLEY
MORENO VALLEY HOUSING AUTHORITY BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING CORPORATION BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING AUTHORITY
BOARD OF LIBRARY TRUSTEES
MORENO VALLEY COMMUNITY FOUNDATION BOARD OF DIRECTORS
A. CALL TO ORDER
The Joint Special Closed Session Meeting of the City Council, Community Services District, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley, Moreno Valley Housing Authority, Moreno Valley Public Financing Corporation, Moreno Valley Public Financing Authority, the Board of Library Trustees, and the Moreno Valley Community Foundation Board of Directors was called to order at 8:12 pm by Mayor Cabrera in the Council Chamber located at 14177 Frederick Street.
Mayor Cabrera announced that the City Council receives a separate stipend for CSD meetings.
B. PUBLIC COMMENTS ON MATTERS ON THE AGENDA ONLY
Roy Bleckert
1. Concerns.
Chris Baca
1. Concerns.
28 2
Sheena Mcgill
1. Encouraged City officials to work with Mall.
Shiek Islam
1. Mall opening.
Surgeri Jones
1. Mall opening.
Louise Palomarez
1. Critical of Mayor.
C. CLOSED SESSION
C.1 CONFERENCE WITH LEGAL COUNSEL - SIGNIFICANT EXPOSURE
TO LITIGATION
Pursuant Government Code Section 54956.9(d)(2)
Number of Potential Case(s): One
Mayor Cabrera recessed the City Council to the Training Room, second floor, City Hall, for their Closed Session at 8:50 pm.
Mayor Cabrera reconvened the City Council in the Council Chamber from their Closed Session at 9:49 pm.
D. REPORT OF ACTION FROM CLOSED SESSION, IF ANY, BY CITY
ATTORNEY
City Attorney Steven Quintanilla announced," The City Council voted 5-0 to direct the City Manager and City Attorney in consultation with the Fire Chief, Fire Marshall, and Building Official to negotiate with the mall owner on an inspection and abatement agreement, to facilitate to the reopening of the mall, as expeditiously as possible, in a manner that is deemed by the Fire Department to resolve, correct, and abate all pending life safety fire protection violations." E. ADJOURNMENT
There being no further business to come before the City Council, Mayor Cabrera adjourned the meeting at 9:50pm.
29 3
Submitted by:
____________________________
M. Patricia Rodriguez
Manager of the Office of the Mayor and City Council/City Clerk Secretary, Moreno Valley Community Services District
Secretary, City as Successor Agency for the Community
Redevelopment Agency of the City of Moreno Valley
Secretary, Moreno Valley Housing Authority
Secretary, Moreno Valley Public Financing Corporation
Secretary, Board of Library Trustees
Secretary, Public Financing Authority
Secretary, Moreno Valley Community Foundation
Approved by:
_____________________________
Ulises Cabrera
Mayor, City of Moreno Valley
President, Moreno Valley Community Services District
Chairperson, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley
Chairperson, Moreno Valley Housing Authority
Chairperson, Moreno Valley Public Financing Corporation Chairperson, Board of Library Trustees
Chairperson, Public Financing Authority
Chairperson, Moreno Valley Community Foundation
30 1
CLOSED SESSION MEETING
March 3, 2026
4:00 pm
CITY COUNCIL OF THE CITY OF MORENO VALLEY
MORENO VALLEY COMMUNITY SERVICES DISTRICT BOARD OF DIRECTORS*
CITY AS SUCCESSOR AGENCY FOR THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF MORENO VALLEY
MORENO VALLEY HOUSING AUTHORITY BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING CORPORATION BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING AUTHORITY
BOARD OF LIBRARY TRUSTEES
MORENO VALLEY COMMUNITY FOUNDATION BOARD OF DIRECTORS
A. CALL TO ORDER
The Closed Session of the City Council of the City of Moreno Valley, Moreno Valley Community Services District, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley, Housing Authority, Moreno Valley Public Financing Corporation, Moreno Valley Public Financing Authority, Board of Library Trustees, and the Moreno Valley Community Foundation Board of Directors was called to order at 4:02 p.m. by Mayor Cabrera in the Council Chamber located at 14177 Frederick Street, Moreno Valley, California. *Mayor Cabrera announced that the City Council receives a separate stipend for CSD meetings
B. ROLL CALL
Ulises Cabrera - Mayor
Erlan Gonzalez - Mayor Pro Tem
Elena Baca-Santa Cruz - Councilmember
Cheylynda Barnard - Councilmember
31 2
Absent:
Ed Delgado - Councilmember
C. PUBLIC COMMENTS ON MATTERS ON THE AGENDA ONLY
Mayor Cabrera opened the public comments portion of the meeting for items listed on the agenda only. There being no members of the public to come forward to speak, he closed the public comments.
D. CLOSED SESSION
D.1 CONFERENCE WITH LEGAL COUNSEL - SIGNIFICANT EXPOSURE
TO LITIGATION
Pursuant to Government Code Section 54956.9(d)(2)
Number of Potential Case(s): One
Mayor Cabrera recessed the City Council to the Training Room, second floor, City Hall, for their Closed Session at 4:03 pm.
Mayor Cabrera reconvened the City Council in the Council Chamber from their Closed Session at 5:32 pm.
E. REPORT OF ACTION FROM CLOSED SESSION, IF ANY, BY CITY
ATTORNEY
City Attorney Steven Quintanilla announced there was no reportable action taken in Closed Session.
F. ADJOURNMENT
There being no further business to come before the City Council, Mayor Cabrera adjourned the meeting at 5:32 pm.
32 3
Submitted by:
___________________________
M. Patricia Rodriguez
Manager of the Office of the Mayor and City Council/City Clerk Secretary, Moreno Valley Community Services District
Secretary, City as Successor Agency for the Community
Redevelopment Agency of the City of Moreno Valley
Secretary, Moreno Valley Housing Authority
Secretary, Moreno Valley Public Financing Corporation
Secretary, Board of Library Trustees
Secretary, Public Financing Authority
Secretary, Moreno Valley Community Foundation
Approved by:
___________________________
Ulises Cabrera
Mayor, City of Moreno Valley
President, Moreno Valley Community Services District
Chairperson, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley
Chairperson, Moreno Valley Housing Authority
Chairperson, Moreno Valley Public Financing Corporation Chairperson, Board of Library Trustees
Chairperson, Public Financing Authority
Chairperson, Moreno Valley Community Foundation
33 1
REGULAR CITY COUNCIL MEETING
March 3, 2026
6:00 pm
CITY COUNCIL OF THE CITY OF MORENO VALLEY
MORENO VALLEY COMMUNITY SERVICES DISTRICT BOARD OF DIRECTORS*
CITY AS SUCCESSOR AGENCY FOR THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF MORENO VALLEY
MORENO VALLEY HOUSING AUTHORITY BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING CORPORATION BOARD OF DIRECTORS
MORENO VALLEY PUBLIC FINANCING AUTHORITY
BOARD OF LIBRARY TRUSTEES
MORENO VALLEY COMMUNITY FOUNDATION BOARD OF DIRECTORS
SPECIAL PRESENTATIONS (5:30pm)
1. RECOGNITION: BEAUTIFY MOVAL LEVEL III SPONSORS
Mayor Cabrera presented Recognitions to the Beautify Moval Level II Sponsors for recognizing them for Community Service Excellence.
A. CALL TO ORDER
The Joint Meeting of the City Council, Community Services District, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley, Moreno Valley Housing Authority, Moreno Valley Public Financing Corporation, Moreno Valley Public Financing Authority, the Board of Library Trustees, and the Moreno Valley Community Foundation Board of Directors was called to order at 6:01pm by Mayor Cabrera in the Council Chamber located at 14177 Frederick Street.
Mayor Cabrera announced that the City Council receives a separate stipend for CSD meetings.
B. PLEDGE OF ALLEGIANCE
34 2
The Pledge of Allegiance was led by Councilmember Baca-Santa Cruz.
C. INVOCATION
Mayor Cabrera provided the invocation.
D. LAND ACKNOWLEDGEMENT
Mayor Cabrera provided the Land Acknowledgment.
E. ROLL CALL
Present:
Cheylynda Barnard - Councilmember
Elena Baca-Santa Cruz - Councilmember
Erlan Gonzalez - Mayor Pro Tem
Ulises Cabrera - Mayor
Absent:
Ed Delgado - Councilmember
F. MOTIONS TO EXCUSE ABSENCES
None.
G. STAFF INTRODUCTIONS
Patty Rodriguez – Manager of the Office of the Mayor and City Council/City Clerk Paul Bradvica – Management Analyst
Steven Quintanilla- City Attorney
Brian Mohan - City Manager
Launa Jimenez – Assistant City Manager/Administration
Felicia London – Chief Financial Officer
Sean Kelleher – Assistant City Manager/Development Services Angelica Frausto-Lupo – Community Development Director
Kyle Warsinski – Economic Development Director
Jason Niccoli - Electric Utilities Division Manager
Jeremy Bubnick - Parks and Community Services Director
35 3
Robert Cardenas - Human Resources Director
Jesse Park - Fire Chief
Sarah Mack - Chief of Police
H. APPROVAL OF ORDER OF AGENDA
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
Approve Agenda Order
Ayes (4): Mayor Cabrera, Councilmember Barnard District 4, Councilmember Baca-Santa Cruz District 1, and Mayor Pro Tem Gonzalez District 3 Absent (1): Councilmember Delgado District 2
RESULT: Approved (4 to 0)
I. PUBLIC COMMENTS ON MATTERS NOT ON THE AGENDA
Chief Jesse Park provided updates regarding the Moreno Valley Mall.
Marek LeBlanc
1. Kiwanis Club reboot.
George Hague
1. AB trucking route meeting.
Seth Cox
1. Fire incident, thanked first responders.
Greg Langworthy
1. Election audits.
Sheena McGill
1. Moreno Valley Mall.
Chief Jesse Park and City Manager Brian Mohan provided additional information regarding the Moreno Valley Mall.
Christopher Baca
1. Election workers.
Louise Palomarez
36 4
1. Moreno Valley Mall.
Roy Bleckert
1. Moreno Valley Mall.
J. JOINT CONSENT CALENDARS
Mayor Cabrera asked the City Council if there were any items they would like removed for separate action or discussion.
With no items being removed for separate action or discussion, Mayor Cabrera highlighted item J.9.
Mayor Cabrera called for public comments to be heard.
With no public comments on the item, Mayor Cabrera entertained a motion.
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
Approve the Joint Consent Calendars
Ayes (4): Mayor Cabrera, Councilmember Barnard District 4, Councilmember Baca-Santa Cruz District 1, and Mayor Pro Tem Gonzalez District 3 Absent (1): Councilmember Delgado District 2
RESULT: Approved (4 to 0)
J.1 ORDINANCES – SECOND READING/ADOPTION
J.2 MINUTES - CITY COUNCIL- CLOSED SESSION - FEBRUARY 17, 2026 4:00 PM
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
Approval of City Council and Affiliated Boards’ Regular Meeting Minutes for February 17, 2026 Closed Session and February 17, 2026 Regular Meeting.
RESULT: Approved
J.3 MINUTES - CITY COUNCIL- REGULAR MEETING - FEBRUARY 17, 2026 6:00 PM
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
37 5
Approval of City Council and Affiliated Boards’ Regular Meeting Minutes for February 17, 2026 Closed Session and February 17, 2026 Regular Meeting.
RESULT: Approved
J.4 CITY COUNCIL LIAISON ATTENDANCE REPORT JANUARY 2026 (REPORT OF: CITY CLERK) (DISTRICT: ALL DISTRICTS)
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the City Council:
1. Receive and File.
RESULT: Approved
J.5 MASTER ATTENDANCE LOG FOR CITY COUNCIL ADVISORY
BOARDS AND COMMISSIONS – JANUARY 2026 (REPORT OF: CITY
CLERK) (DISTRICT: ALL DISTRICTS)
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the City Council:
1. Receive and File.
RESULT: Approved
J.6 PAYMENT REGISTER– JANUARY 2026 (REPORT OF: FINANCIAL AND MANAGEMENT SERVICES) (DISTRICT: ALL DISTRICTS)
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the City Council:
1. Receive and file Payment Register
RESULT: Approved
J.7 ANNEXATION OF CERTAIN PARCELS INTO CFD NO. 2021-01 (PARKS MAINTENANCE) (REPORT OF: FINANCIAL AND MANAGEMENT
SERVICES) (DISTRICTS: 1, 3, 4)
38 6
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the Community Services District:
1. Adopt Resolution No. CSD 2026 -04, a Resolution of Board of Directors of the Moreno Valley Community Services District, ordering the annexation of territory to Moreno Valley Community Services District Community Facilities No. 2021 -01 (Parks Maintenance) and approving the amended maps for said District, for the specific properties as listed in the Discussion section of this staff report and as previously approved by the Landowner and certified by the Cit y’s Election Official (Amendment Nos. 326 -328 and 330).
RESULT: Approved
J.8 ANNEXATION OF CERTAIN PARCELS INTO CFD NO. 2023-01 (PUBLIC SAFETY SERVICES) (REPORT OF: FINANCIAL AND MANAGEMENT
SERVICES) (DISTRICTS: 1, 3, 4)
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the City Council:
1. Acting as the legislative body of Community Facilities District No. 2023 - 01 (Public Safety Services), adopt Resolution No. 2026 -10, a Resolution of the City of Moreno Valley C ommunity Facilities District, for the specific properties as listed in the Discussion section of this staff report and as previously approved by the Landowner and certified by the City’s Election Official (Amendments Nos.149-151 and 153).
RESULT: Approved
J.9 APPROVE NAMING OF NEW PARK (TRACT 38442) LOCATED ON THE
CORNER OF MYSTIC SKY AVENUE AND SUNSET CROSSINGS DRIVE
(REPORT OF: PARKS AND COMMUNITY SERVICES) (DISTRICT 3)
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the City Council and Community Services District:
1. Approve the Parks, Community Services and Trails Committee recommendation of naming of the new park located on the corner of 39 7
Mystic Sky Avenue and Sunset Crossings Drive (Major cross streets ar e Alessandro Boulevard and Nason Street).
RESULT: Approved
J.10 APPROVE A MORENO VALLEY UTILITY ENERGY INCENTIVE
AGREEMENT WITH ROSS STORES, INC., FOR THE LIGHTING
RETROFIT PROGRAM PROJECT (REPORT OF: PUBLIC WORKS)
(DISTRICT 4)
Moved by: Mayor Pro Tem Gonzalez District 3
Seconded by: Councilmember Barnard District 4
That the City Council:
1. Approve the Moreno Valley Utility Energy Incentive Agreement Between the City of Moreno Valley and Ross Stores Inc., associated with the Business Rebate Application for the Lighting Retrofit Program project at the Moreno Valley Ross Distribution Center Lighting Project, located at 17800 North Perris Boulevard; and
2. Authorize the City Manager to execute an Energy Incentive Agreement in the amount of $204,711.19, with Ro ss Stores, Inc., subject to approval of the City Attorney. The agreement is associated with a Business Rebate Application submitted on behalf of the Moreno Valley Ross Distribution Center for the Lighting Retrofit Program project and will be funded by the Public Purpose Fund (Fund 6012) in compliance with the Public Purpose Program.
RESULT: Approved
K. PUBLIC HEARINGS - NONE
L. GENERAL BUSINESS
L.1 ORDINANCE TO AMEND TITLE 2 (ADMINISTRATION AND
PERSONNEL) OF THE MORENO VALLEY MUNICIPAL CODE TO ADD
CHAPTER 2.20.080 ESTABLISHING A VETERANS COMMISSION
(REPORT OF: CITY MANAGER) (DISTRICT: NOT APPLICABLE)
City Manager Brian Mohan provided the staff report.
With the conclusion of the staff report, Mayor Cabrera called for Council questions staff.
With no Council questions of staff, Mayor Cabrera called for public comments to be heard.
40 8
Louise Palomarez
1. Supported.
A resident provided comments regarding the Moreno Valley Mall.
Chief Park provided comments on the Moreno Valley Mall responding to the resident's statements.
With the conclusion of public comments, Mayor Cabrera called for Council deliberation or comments.
Councilmember Baca-Santa Cruz, Councilmember Barnard, Mayor Pro Tem Gonzalez, and Mayor Cabrera provided comments on the item.
With no further Council comments, Mayor Cabrera entertained a motion.
Moved by: Councilmember Baca-Santa Cruz District 1
Seconded by: Mayor Pro Tem Gonzalez District 3
That the City Council:
1. Introduce and conduct first reading of an ordinance amending Title 2 of the Moreno Valley Municipal Code to add Chapter 2.20.080 establishing a Veterans Commission; and
2. Waive further reading and set the ordinance for adoption at a subsequent meeting.
Ayes (4): Mayor Cabrera, Councilmember Barnard District 4, Councilmember Baca-Santa Cruz District 1, and Mayor Pro Tem Gonzalez District 3
Absent (1): Councilmember Delgado District 2
RESULT: Approved (4 to 0)
M. REGIONAL COMMISSION/COMMITTEE/BOARD REPORTS
M.1 March Joint Powers Commission (JPC)
None.
M.2 Riverside County Habitat Conservation Agency Board of Directors (RCHCA)
None.
M.3 Riverside County Transportation Commission (RCTC)
41 9
Mayor Cabrera reported the following:
On January 9, the Office of Governor Gavin Newsom released the budget proposal for Fiscal Year (FY) 2026-27, totaling $348.9 billion. The proposed budget maintains the entirety of one-time transportation funding included in the FY 2025-26 budget, including $14.6 billion.
RCTC requests accepted into the House appropriations bill for Transportation, Housing, and Urban Development and pending funding includes the $850,000 for the Metrolink Double Track Project: Moreno Valley to Perris.
M.4 Riverside Transit Agency Board of Directors (RTA)
Councilmember Barnard reported the following:
The Board approved and accepted the State Transportation Development Act (TDA) Triennial Performance Audit Results for FY22-FY24.
The Board also authorized staff to award a contract to CT&T Concrete Paving, Inc. in the amount of $283,308 with a ten-percent contingency of $28,331 for a total project cost of $311,639, for enhancements at sixteen bus stop locations across several cities, including Moreno Valley.
M.5 Western Riverside Council of Governments Executive Committee (WRCOG)
None.
M.6 Western Riverside County Regional Conservation Authority Board of Directors (RCA)
Mayor Cabrera reported the following:
At the RCA Board of Directors meeting on February 2, 2026, reports for the following were received:
Western Riverside County MSHCP Fee Collection for November 2025;
Joint Project Review Status;
Acquisition Status;
Monthly Investment for November 2025
Single Signature Authority Report; and
42 10
Quarterly Public Engagement Metrics Report, October - December 2025.
Staff provided an update on Governor Gavin Newsom’s released budget proposal for Fiscal Year (FY) 2026-27, totaling $348.9 billion. The budget proposal projects a shortfall of $2.9 billion this fiscal year, increasing to more than $22 billion in FY 2027-28. The proposal does not appear to cut funding levels for programs of interest or California Department of Fish and Wildlife staffing. Additionally, the budget proposal would invest $199 million in Proposition 4 (2024) climate and natural resources bond funds in biodiversity and nature-based solutions to climate change - $123 million of which would be directed to conservation, restoration, and habitat connectivity programs administered by the Wildlife Conservation Board (WCB). If enacted, this $123 million would fund WCB programs that RCA may compete for land acquisition funding to advance Multiple Species Habitat Conservation Plan (MSHCP) reserve goals.
Federal Update: The continuing Resolution funding the Government at the 2025 levels has lapsed last Friday night (January 30th) and the government has partially shutdown. The House is expected to vote on a deal that would fund the remaining appropriations by tomorrow. If signed by President Donald Trump, the FY 2026 appropriations legislation would continue to fund the HCP Land Acquisition program of the Cooperative Endangered Species Conservation Fund (CESCF, or Section 6) at $26 million. Additionally, the appropriations legislation would include the report language crafted by House Appropriations Committee - Interior, Environment, and Related Agencies Subcommittee in response to requests from Representative Ken Calvert (Corona) and the RCA. The report language would direct the U.S. Fish & Wildlife Service to fulfill its commitments to Habitat Conservation Plans such as the MSHCP, as follows: “The Committee recognizes that large-scale, programmatic Habitat Conservation Plans (HCPs) provide valuable landscape-scale conservation of listed species while streamlining the development of infrastructure, housing, and transportation improvements in a manner that promotes economic development and prosperity. The Committee directs the Service to fulfil its commitments to certain HCPs to fund HCP acquisition of lands that are essential to achieve the full benefits of those plans and unlock the full potential of public-private partnerships.” If enacted, this support language will be a significant victory for the RCA.
While funding levels for HCP Land Acquisition remain constant and the appropriations legislation unfortunately does not open the door for funding 43 11
increases from discretionary sources – as advocated for by the RCA, RCA staff will continue to build on this momentum as it looks to develop funding requests for the FY 2027 appropriations process.
The Board received a presentation on the City of Murrieta Fee Credit Request for the Murrieta Hills Specific Plan Amendment Project. Murrieta is requesting a Local Development Mitigation Fee credit in exchange for transferring to the RCA approximately 615 acres of land that are described for conservation by the MSHCP and which will count as Additional Reserve Lands. The Murrieta Hills Specific Plan is a 965-acre development project proposed by Pulte Homes. The Specific Plan area is located south of Keller Road, west of Interstate 215. The Amendment proposes a maximum of 1,585 single family residences, a 10-acre commercial/office center, and approximately 59.1 acres of roadway development.
The Board also received a presentation on the Western Riverside County Multiple Species Habitat Conservation Plan Reserve Design. The MSHCP Reserve System consists of various components identified as proposed cores, extensions of existing cores, linkages, constrained linkages, and non-contiguous habitat blocks. The components of the MSHCP Reserve System were crafted using fundamental tenets of reserve design. A primary factor in considering reserve design is the species that are intended to be conserved. Many species will have similar habitat requirements while other species may have very specific habitat requirements. The habitat requirements of the species considered for conservation dictate the location, size, configuration, and connectivity needs of a proposed reserve. Conservation Criteria (Cell Criteria) translate the fundamentals of reserve design to direct conservation efforts.
M.7 School District/City Joint Task Force
None.
M.8 Southern California Association of Governments (SCAG) None.
N. EMPLOYEE ASSOCIATION REPORTS
None.
O. CITY MANAGER'S REPORT
1. Daylights savings time.
44 12
2. March 14th, Multicultural & Arts Festival.
P. CITY COUNCIL CLOSING COMMENTS
Councilmember Barnard
1. Thanked residents for Special Meeting attendance.
2. Thanked Fire Chief, Fire Marshall, and Building Official.
3. Absent from March 17, 2026 meeting.
4. Federal issues.
Councilmember Baca-Santa Cruz
1. Moreno Valley Mall.
Mayor Pro Tem Gonzalez
1. Moreno Valley Mall.
Mayor Cabrera
1. Moreno Valley Mall.
2. League of California Cities update.
3. Moreno Valley Pony Grand Opening.
4. Vista Del Lago Raven Health Center.
5. Car Pros Kia Ribbon Cutting, March 12th.
6. Multicultural and Arts Festival, March 14th.
Q. FUTURE AGENDA ITEMS
Motion made by Councilmember Baca-Santa Cruz to place on a future agenda an item allowing residents to provide public comments during section “Q – Future Agenda Items.”
RESULT: Failed
R. ADJOURNMENT
There being no further business to come before the City Council, Mayor Cabrera adjourned the meeting at 7:00pm.
45 13
Submitted by:
____________________________
M. Patricia Rodriguez
Manager of the Office of the Mayor and City Council/City Clerk Secretary, Moreno Valley Community Services District
Secretary, City as Successor Agency for the Community
Redevelopment Agency of the City of Moreno Valley
Secretary, Moreno Valley Housing Authority
Secretary, Moreno Valley Public Financing Corporation
Secretary, Board of Library Trustees
Secretary, Public Financing Authority
Secretary, Moreno Valley Community Foundation
Approved by:
_____________________________
Ulises Cabrera
Mayor, City of Moreno Valley
President, Moreno Valley Community Services District
Chairperson, City as Successor Agency for the Community Redevelopment Agency of the City of Moreno Valley
Chairperson, Moreno Valley Housing Authority
Chairperson, Moreno Valley Public Financing Corporation Chairperson, Board of Library Trustees
Chairperson, Public Financing Authority
Chairperson, Moreno Valley Community Foundation
46 Report to City Council
ID: 26-0118 Page 1
TO: Mayor and City Council
FROM: Steve Quintanilla, City Attorney
AGENDA DATE: March 17, 2026
TITLE: SETTING ASIDE ACTIONS APPROVING HEACOCK
STREET AUTOMOBILE PARKING LOT PLOT PLAN
(PEN21-0102) PURSUANT PEREMPTORY WRIT OF
MANDATE (CASE NO. 2301559) (REPORT OF: CITY
ATTORNEY) (DISTRICT 4)
TITLE SUMMARY: Setting Aside Actions Approving Heacock Street Automobile Parking Lot Plot Plan (PEN21-0102)
DISTRICT: District 4
Recommendation(s)
1. Adopt Resolution No. 2026-[next in order] to:
(a) Void, vacate, and set aside in its entirety Resolution No. 2022-41, a Resolution of the Planning Commission of the City of Moreno Valley, California, Adopting a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program for Plot Plan (PEN21 -0102) for an Automobile Parking Lot Located on the East Side of Heacock Street North of the Perris Valley Storm Drain (APN 316-211-014);
(b) Void, vacate, and set aside in its entirety Resolution No. 2022-42, a Resolution of the City of Moreno Valley, California, Approving Plot Plan (PEN21 -0102) for an Automobile Parking Lot Located on the East Side of Heacock Street North of the Perris Valley Storm Drain (APN 316-211-014);
(c) Void, vacate, and set aside in its entirety Resolution No. 2023- 08, a Resolution of the City Council of the City of Moreno Valley, California, Denying Appeals (PAA22- 0005) and(PAA23-0003) and Upholding the Planning Commission’s Adoption of a 47 ID: 26-0118 Page 2
Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program for Plot Plan PEN21-0102 for the Proposed Automobile Parking Lot located on the East Side of Heacock Street North of the Perris Valley Storm Drain( APN 316- 211- 014); and
(d) Void, vacate, and set aside in its entirety Resolution No. 2023- 09, a Resolution of the City Council of the City of Moreno Valley, California, Denying Appeals (PAA22- 0005) and(PAA23-0003) and Upholding the Planning Commission’s Approval Plot Plan PEN21-0102) for the Proposed Automobile Parking Lot located on the East Side of Heacock Street North of the Perris Valley Storm Drain (APN 316-211- 014).
SUMMARY
On September 20, 2024, Hon. Judge Harold Hopp of the Riverside County Superior Court, issued a Peremptory Writ of Mandate (“Writ”), otherwise known as a “court order,” mandating that the City s et aside and vacate the following approvals for the Street Automobile Parking Lot Plot Plan (PEN21 -0102) (Heacock Parking Lot): (1) Resolution No. 2022-41 adopting a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program; 2) Resolution No. 2022 -42 approving Plot Plan (PEN21 -0102); 3) Resolution No. 2023 -08 Denying Appeals (PAA22 -0005) and (PAA23 -0003) and Upholding the Planning Commission’s Adoption of a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Program for Plot Plan (PEN21-0102); and 4) Resolution No. 2023 -09 denying Appeals (PAA22 -0005) and (PAA23 -0003) and Upholding the Planning Commission’s Approval Plot Plan (PEN21-0102) for the Proposed Automobile Parking Lot located on the East Side of Heacock Street North of the Pe rris Valley Storm Drain(APN 316-211- 014). The City was ordered to file and serve a Return (Response) to the Writ no later than one hundred eighty (180) days after service of the Writ and any subsequent returns to the writ every 90 days thereafter, as necessary. The return(s) (response(s)) to the Writ is/are required to specify the actions taken to comply with the terms of the Writ. A copy of the Writ is attached to this staff report.
BACKGROUND
The County of Riverside and March Joint Powers Authority filed Petitions for Writ of Mandate (lawsuits) in March 2023, challenging the City’s approval of the Heacock Logistics Parking Lot Project, which consists of a Plot Plan application for an automobile parking lot on 9.14 acres located on the east side of Heacock Street north of the Perris Valley Storm Drain in the Moreno Valley Industrial Area Specific Plan 208, Clear Zone District (Specific Plan 208). The cases were consolidated and the Petitioners ultimately prevailed in the case, which resulted in the attached Writ.
Incidentally, as required with all other development projects approvals, the developer was required to indemnify the City in the event of litigation; as such, the City has not and will not incur any costs related to the subject litigation.
ALTERNATIVES
48 ID: 26-0118 Page 3
1. Do not set aside and vacate the subject entitlements. [THE CITY ATTORNEY DOES
NOT RECOMMEND THIS ALTERNATIVE SINCE IT WOULD BE INCONSISTENT WITH THE COURT ORDER.]
2. Set aside and vacate the subject entitlements as mandated by the court order and recommended by the City Attorney. [THE CITY ATTORNEY RECOMMENDS THIS ALTERNATIVE.]
FISCAL IMPACT
There is no fiscal impact associated with the recommended actions since the developer is obligated to reimburse the City for all costs associated with the subject litigation, including compliance with the court order.
NOTIFICATION
Publication and distribution of the agenda at least 72 hours in advance of the March 17, 2026, Regular City Council Meeting.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Steve B. Quintanilla Sean P. Kelleher
City Attorney Assistant City Manager (Development)
CITY COUNCIL GOALS
Positive Environment: Create a positive environment for the development of Moreno Valley's future.
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
49 ID: 26-0118 Page 4
Report Approval Details
Document Title: STAFFREPORT_CAO_SET ASIDE HEMLOCK ENT.docx Attachments: - MOV2 13-21 PEREMPTORY WRIT OF MANDATE
RIVERSIDE COUNTY CVRI2301559 (9.20.24).pdf
- RESOLUTION - REPEALING PLOT PLAN APPROVAL
HEACOCK PARKING LOT.doc
Final Approval Date: Mar 12, 2026
This report and all of its attachments were approved and signed as outlined below:
Patty Rodriguez
No Signature - Task assigned to Steve Quintanilla was completed by assistant Patty Rodriguez
Steve Quintanilla
Natalia Medina
Felicia London, MPA
Launa Jimenez
Brian Mohan
Patty Rodriguez
50 Co i
1 AMY E. HOYT, Bar No. 149789
amy.hoyt@bbklaw. com
2 ' SAR. AH E. OWSOWITZ, Bar No. 202783 , LiL [ U sarah. owsowitz@bbklaw. com
SUPERIOR COURT
OFRIVER
CALIFORNIA
3 TIFFANY M. MICHOU, Bar No. 305766
tiffany. michou@bbklaw. com
SEP 2 0 124
4 BEST BEST& KRIEGER LLP
E 70
3390 University Avenue E. Esc I bed®
8 5 5th Floor 0
g P. O. Box 1028 C \ N
6 Riverside, California 92502
Telephone: ( 951) 686- 1450
7 Facsimile: ( 951) 686- 3083 ft
8 Attorneys for Petitioner and Plaintiff
O MARCH JOINT POWERS AUTHORITY EXEMPT FROM FLUNG FEES PURSUANT TO g 9 GOVERNMENT CODE SECTION 6103
0 Additional Counsel on Next Page]
10 w SUPERIOR COURT OF THE STATE OF CALIFORNIA
11 TiiCD COUNTY OF RIVERSIDE
cd 12
O
13 a COUNTY OF RIVERSIDE, a political subdivision Case No. CVRI2301559 14 of the State of California,
4 JudgeHarold Hopp, Dept. 1
8" 15 Plaintiff and Petitioner,
N Filed Under California EnvironmentalQuality
16 V. Act(" CEQA")
CUPS
17 CITY OF MORENO VALLEY, a municipal ix hart o si i4 PEREMPTORY WRIT OF corporation; and DOES 1- 20, inclusive, MANDATE
1 18
Defendant and Respondent. Trial Date: May 22, 2024
U 19 Time: 10: 00 aI
m.
Dept: 1
20o
21 I LAWRENCE FAMILY TRUST, et al., Action Filed: March 27, 2023 o
22 Real Parties in Interest.
23 MARCH JOINT POWERS AUTHORITY, Case No. CVRI2301582
w
Judge: Harold Hopp, Dept. 1
m0 24 Petitioner and Plaintiff,
x Filed Under California Environmental Quality
25 v. Act(" CEQA")
0 ta 26 CITY OF MORENO VALLEY, and DOES 1 Action filed: March 27, 2023 W
through 20, inclusive,
27 Respondents and Defendants.
28 21317. 00210\ 42578914. 1 1 -
1E,1470POSEMPEREMPTORY WRIT OF MANDATE
51 1 LAWRENCE FAMILY TRUST, et al.,
2 Real Parties in Interest.
3 ADDITIONAL COUNSEL
4 MINH C. TRAN, County Counsel(SBN 179932)
5 G. ROSS TRINDLE, III( SBN 228654)
MELISSA R. CUSHMAN( SBN 246398)
6 OFFICE OF COUNTY COUNSEL, COUNTY OF RIVERSIDE
3960 Orange Street, Suite 500
7 Riverside, CA 92501- 3674
Telephone: ( 951) 955- 6300
8 Facsimile: ( 951) 955- 6363
Email: Mcushman( arivco. org
9 Attorneysfor Plaintiff andPetitioner
10 COUNTY OF RIVERSIDE
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
21317. 00210\ 42578914. 1 2 -
jr. RDE9SED] PEREMPTORY WRIT OF MANDATE
52 1 Judgmenthavingbeenenteredinthisproceeding, orderingthataPeremptoryWritofMandatebe ' 2 issuedfrom this Court,NOW THEREFORE IT IS HEREBY ORDERED that RespondentCITY OF 3 MORENO VALLEY(" City") shall do the following:
4 1. Void,vacate, andsetasidein its entiretyResolutionNo. 2022-41, aResolutionof the 5 PlanningCommissionof theCity of MorenoValley, California, AdoptingaMitigated 6 Negative DeclarationandMitigation Monitoring andReportingProgramfor Plot Plan 7 PEN21-0102) for anAutomobile Parking Lot Locatedon the EastSideof Heacock 8 StreetNorth of thePenis Valley Storm Drain( APN 316-211-014). 9 2. Void, vacate, andsetasidein its entirety ResolutionNo. 2022-42, a Resolution of the 10 City of Moreno Valley, California, Approving Plot Plan( PEN210102)for An 11 Automobile Parking Lot Locatedon the EastSideof HeacockStreetNorth of thePerris 12 Valley Storm Drain( APN 316-211- 014).
13 3. Void, vacate, and set aside in its entirety Resolution No. 2023- 08, a Resolution of the 14 City Council of the City of Moreno Valley, California, Denying Appeals (PAA22-0005) 15 and( PAA23- 0003) and Upholding the Planning Commission' s Adoption of a Mitigated 16 Negative Declaration and Mitigation Monitoring and Reporting Program for Plot Plan 17 PEN21-0102for theProposedAutomobile Parking Lot locatedon theEastSideof 18 Heacock Street North of the Perris Valley Storm Drain( APN 316-211- 014). 19 4. Void, vacate, and setasidein its entirety ResolutionNo. 2023-09, a Resolution of the 20 City Council of the City of Moreno Valley, California, Denying Appeals (PAA22-0005) 21 and( PAA23- 0003) and Upholding the Planning Commission' s Approval Plot Plan 22 PEN21-0102) for the ProposedAutomobile ParkingLot locatedon the EastSideof 23 ' HeacockStreetNorth of thePenis Valley StormDrain( APN 316-211-014). 24 5. Respondentsarefurther orderedto suspendall activity relatedto the Moreno Valley 25 Logistics Parking Lot Plot Plan( PEN21- 0102) (" Project") that could result in anychange 26 or alterationto thephysical environmentunlessanduntil the City hascorrectedthe 27 deficiencies identified in the Court' sjudgment and attached August 13, 2024, Minute 28 Order.
21317. 00210\ 42578914. 1 3 -
LPSAPASEBJPEREMPTORY WRIT OF MANDATE
53 1 6. TheCourtshallretainjurisdictionovertheproceedingspursuantto PublicResources 2 Codesection21168.9, subdivision(b) bywayof theReturntotheWrit of Mandate, 3 whichtheCityshallfilenolaterthan90daysafterthedateoftheissuanceoftheWrit 4 confirmingthattheCity hascompliedwith theWrit or thatanappealfromtheJudgment 5 herein has been or will be filed.
6 7. Thisorderis madepursuantto PublicResourcesCodesection21168.9, subdivision(b), 7 whichprovidesthatanyorderfindingthatadecisionof apublicagencyhasbeenmade 8 without compliancewith CEQA shall include only thosemandateswhich arenecessaryto 9 achievecompliancewith CEQA, andonlythosespecificprojectactivitiesin 10 noncompliance with CEQA.
11 8. Under California Public Resources Code section 21168. 9, subdivision( c), and California 12 Code of Civil Procedure section 1094. 5, subdivision( f), this Court' s Judgment and Writ 13 of Mandate do not limit or control in any way the discretion legally vested in the City. 14 15 THE FOREGOING PEREMPTORY WRIT OF MANDATE ISSUES IMMEDIATELY. 16 I 1
17 DATED: 9,0/ y
18 k ethe Su . Co •
19 gUREbz iit
E.fr 2 Escobedo
20 rW4e4
23 24
25 26
27 28
21317. 00210\ 42578914. 1 4-
PROPOSED] PEREMPTORY WRIT OF MANDATE
54 1
Resolution No. 2026-YY____
Date Adopted: Month DD, YYYY
RESOLUTION NO. 2026-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, REPEALING RESOLUTION NO. 2022-41,
RESOLUTION NO. 2022-42, RESOLUTION NO. 2023 -08, AND
RESOLUTION NO. 2023 -09 FOR THE MORENO VALLEY HEACOCK
STREET AUTOMOBILE PARKING LO T PLOT PLAN (PEN21-0102)
PURSUANT TO PEREMPTORY WRIT OF MANDATE (CASE NO.
CVRI2301559)
WHEREAS, the County of Riverside and March Joint Powers Authority filed Petitions for Writ of Mandate challenging the City’s approval of the Heacock Street Automobile Parking Lot Plot Plan (PEN21-0102) on March 27, 2023; and
WHEREAS, the Heacock Street Automobile Parking Lot Plot Plan (PEN21- 0102) involved the proposed development of an automobile parking lot on 9.14 acres located on the east side of Heacock Street north of the Perris Valley Storm Drain in the Moreno Valley Industrial Area Specific Plan 208, Clear Zone District (Specific Plan 208); and
WHEREAS, o n September 20, 2024 , Hon. Judge Harold Hopp of the Riverside County Superior Court, issued a Peremptory Writ of Mandate mandating that the City s et aside and vacate the following approvals for the Heacock Street Automobile Parking Lot Plot Plan (PEN21-0102): 1) Resolution No. 2022 -41 adopting a Mitigated Negative Declaration and Mitigation Monitor ing and Reporting Program; 2) Resolution No. 2022 -42 approving Plot Plan (PEN21 -0102); 3) Resolution No. 2023 - 08 Denying Appeals (PAA22 -0005) and (PAA23 -0003) and Upholding the Planning Commission’s Adoption of a Mitigated Negative Declaration and Mitigat ion Monitoring and Reporting Program for Plot Plan PEN21 - 0102; and 4) Resolution No. 2023 -09 denying Appeals (PAA22 -0005) and (PAA23 - 0003) and Upholding the Planning Commission’s Approval Plot Plan PEN21- 0102) for the Proposed Automobile Parking Lot located on the East Side of Heacock Street North of the Pe rris Valley Storm Drain (APN 316-211- 014); and
WHEREAS, the City was ordered to file and serve a return to the Peremptory Writ of Mandate no later than one -hundred eighty (180) days after service of the Writ and any subsequent returns to the Writ every 90 days thereafter, as necessary , subject to the requirement that the return(s) (response(s)) to the Writ specify the actions taken to comply with the terms of the Writ.
NOW, THEREFORE, THE CITY COUNC IL OF THE CITY OF MORENO VALLEY CALIFORNIA DOES HEREBY RESOLVE AS FOLLOWS:
55 2
Resolution No. 2026-YY____
Date Adopted: Month DD, YYYY
Section 1. Recitals
That the recitals set forth above are true and correct.
Section 2. Repeal of Resolution No . 2022-41, Resolution No. 2022- 42, Resolution No. 2023-08, and Resolution No. 2023-09
That pursuant to the Peremptory Writ of Mandate Regarding Case No.
CVRI2301559, Resolution No. 2022 -41, Resolution No. 2022 -42, Resolution No. 2023 - 08, and Resolution No. 2023 -09 approving Plot Plan PEN21-0102 for the Heacock Street Automobile Parking Lot Plot Plan (PEN21-0102)is hereby r epealed in its entirety.
Section 3. Return to the Peremptory Writ of Mandate
That the City Attorney shall file and serve a return to the Peremptory Writ of Mandate no later than one -hundred eighty (180) days after service of the Writ as mandated by the Court.
Section 4. Severability
That the City Council declares that, should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final cour t action in a court of competent jurisdiction or by reaso n of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect.
Section 5. Effective Date
That this Resolution shall take effect immediately upon the date of adoption.
Section 6. Certification
That the City Clerk shall certify to the passage of this Resolution and enter it into the book of original resolutions.
APPROVED AND ADOPTED this _____ day of _______________, 2026.
___________________________
Ulises Cabrera
Mayor
City of Moreno Valley
ATTEST:
56 3
Resolution No. 2026-YY____
Date Adopted: Month DD, YYYY
____________________________
M. Patricia Rodriguez, City Clerk
APPROVED AS TO FORM:
____________________________
Steven B. Quintanilla, City Attorney
57 4
Resolution No. 2026-YY____
Date Adopted: Month DD, YYYY
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, M. Patricia Rodriguez, City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2026-_____ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the _____ day of________________, 2026 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
__________________________________________
M. PATRICIA RODRIGUEZ, CITY CLERK
(SEAL)
58 Report to City Council
ID: 26-0107 Page 1
TO: Mayor and City Council
FROM: Patty Rodriguez, Manager of the Office of Mayor and City Council/City Clerk
AGENDA DATE: March 17, 2026
TITLE: COUNCIL DISCRETIONARY EXPENDITURE REPORTS
FOR FISCAL YEAR 2025 -2026, JULY 1, 2025 –
JANUARY 31, 202 6 (REPORT OF: CITY CLERK)
(DISTRICT: ALL DISTRICTS)
TITLE SUMMARY: Council Discretionary Expenditure Reports – January 2026
DISTRICT: All Districts
Recommendation(s)
That the City Council:
1. Receive and file the Fiscal Year 2025/2026 Council Discretionary Expenditure Report for July 1, 2025 – January 31, 2026.
SUMMARY
This staff report is prepared at the request of the City Council to provide transparency with respect to the expenditure of City funds from City Council Discretionary Expenditure Accounts. These reports are for each Council Member’s year -to-date expenditures for Fiscal Year 2025/2026, for July 1, 2025, through January 31, 2026. Each Council District receives an annual budget allocation of $3,000 and the Mayor receives an annual budget allocation of $6,000.
With the adoption of the current fiscal year budget and pursuant to Resolution No. 2025- 27, unused monies from Fiscal Year 2024/2025 has been carried over to the current 59 ID: 26-0107 Page 2
Fiscal Year as approved by the City Manager. The Discretionary Expenditure Reports reflects the amended budget amount.
The Expenditure reports are included routinely in the City Council agenda as an additional means of distributing reports on activities to the Council and public. The reports are to be posted to the City’s website following Council approval. The monthly rep orts provide unaudited information and reconciled to the City’s general ledger. Following the end of the Fiscal Year, the financial information shall be reviewed as a part of the City’s independent financial audit.
FISCAL IMPACT
No Fiscal Impact as all funds are budgeted within the Fiscal Year 2025/2026 Operating Budget.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Jasmin Rivera M. Patricia Rodriguez
Executive Assistant to the Mayor and Council Office Manager of the Office of the Mayor and City Council/City Clerk
CITY COUNCIL GOALS
None.
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
60 ID: 26-0107 Page 3
Report Approval Details
Document
Title:
STAFFREPORT_CC_COUNCILDISCRETIONARYREPORT_3.17.doc
x
Attachments
:
- City Council's Discretionary Expenditures Report_Mar.17.pdf Final
Approval
Date:
Mar 9, 2026
This report and all of its attachments were approved and signed as outlined below:
Natalia Medina
Felicia London, MPA
Launa Jimenez
Brian Mohan
Patty Rodriguez
61 MAYOR ULISES CABRERA
Fiscal Year 2025/2026 Council Discretionary Expenditures Accounts: 1010-10-01-10015-620130 Mayor Discretionary
1010-10-01-10015-620131 Mayor Discretionary - Carryover July 1, 2025 – January 31, 2026
Date Amount Description
7/17/2025 100.00$ Moreno Valley Unified School District | Midland Elementary - PBIS SOAR Store (Positive Behavioral Interventions) and (Sports Safe, Organized, and Respect) 7/23/2025 100.00$ The Family Is All That Matters Group Inc. 7/23/2025 300.00$ Moreno Valley Sports Club 7/23/2025 250.00$ Moreno Valley Unified School District | Landmark Middle School - Future Health Professional Program
7/30/2025 500.00$ TODEC Legal Center (Training Occupational Development Educating Communities)
8/6/2025 250.00$ Riverside County of Education-School Supplies For Educate & Elevate Giveaway 9/24/2025 1,000.00$ Inland Empire Community Foundation CIELO Funds 9/30/2025 100.00$ National Alliance of Free Women & Men| Breast Cancer Awareness Event No expenditures to report for October 2025
11/30/2025 65.87$ Inland Empire Economic Partnership | 13th Annual Turning Red Tape into Red Carpet 11/30/2025 30.00$ Muslim Family Foundation | 6th Annual Friendship Dinner 11/30/2025 25.00$ City of Moreno Valley | Fun Color Run 12/31/2025 262.51$ Power Speaks Louder | Christmas Toy Drive-Thru 1/13/2026 500.00$ Loving Me 1st | 10th Annual Girls Conference Event 1/13/2026 250.00$ Robert Garcia Boxing Academy | Youth & Veterans Charity Fundraiser 6,000.00$ FY25/26 Adopted Budget Amount 1,234.00$ Carryover Budget Amount
7,234.00$ FY25/26 Amended Budget
(3,733.38)$ Total Discretionary Expenditures 3,500.62$ Budget Amount Remaining
Source: Unaudited financial data from the City's accounting records.
Updated as of: 3/5/2026
62 MAYOR PRO TEM ERLAN GONZALEZ
Fiscal Year 2025/2026 Council Discretionary Expenditures Accounts: 1010-10-01-10013-620113 District 3 Discretionary 1010-10-01-10013-620118 District 3 Discretionary - Carryover July 1, 2025 – January 31, 2026
Date Amount Description
7/17/2025 150.00$ St. Christopher Catholic Church | Jubilee of Thanksgiving Event No expenditures to report for August 2025
9/30/2025 85.00$ District 3 Community Engagement Event | Consumable No expenditures to report for October 2025
11/30/2025 25.00$ City of Moreno Valley | Fun Color Run No expenditures to report for December 2025
1/8/2026 32.50$ District 3 & 4 Community Engagement Event | Room Reservation 3,000.00$ FY25/26 Adopted Budget Amount 1,500.00$ Carryover Budget Amount
4,500.00$ FY25/26 Amended Budget
(292.50)$ Total Discretionary Expenditures 4,207.50$ Budget Amount Remaining
Source: Unaudited financial data from the City's accounting records.
Updated as of: 3/5/2026
63 COUNCIL DISTRICT 1 ELENA BACA-SANTA CRUZ
Fiscal Year 2025/2026 Council Discretionary Expenditures Accounts: 1010-10-01-10011-620111 District 1 Discretionary 1010-10-01-10011-620116 District 1 Discretionary - Carryover July 1, 2025 – January 31, 2026
Date Amount Description
7/4/2025 32.00$ Fourth of July Funfest - Event Booth No expenditures to report for August 2025
9/30/2025 414.54$ National Alliance of Free Women & Men| Breast Cancer Awareness Event No expenditures to report for October 2025
11/30/2025 25.00$ City of Moreno Valley | Fun Color Run 11/30/2025 65.87$ Inland Empire Economic Partnership | 13th Annual Turning Red Tape into Red Carpet 12/31/2025 100.00$ City of Moreno Valley | Senior Center Secret Santa No expenditures to report for January 2026
3,000.00$ FY25/26 Adopted Budget Amount 995.00$ Carryover Budget Amount
3,995.00$ FY25/26 Amended Budget
(637.41)$ Total Discretionary Expenditures 3,357.59$ Budget Amount Remaining
Source: Unaudited financial data from the City's accounting records.
Updated as of: 3/5/2026
64 COUNCIL DISTRICT 2 EDWARD A. DELGADO
Fiscal Year 2025/2026 Council Discretionary Expenditures Accounts: 1010-10-01-10012-620112 District 2 Discretionary 1010-10-01-10012-620117 District 2 Discretionary - Carryover July 1, 2025 – January 31, 2026
Date Amount Description
7/23/2025 25.00$ Moreno Valley Chamber of Commerce | Wake Up 8/13/2025 800.00$ Riverside Area Squad Club | Honoring Fallen Brothers Tournament 8/26/2025 35.00$ League of Cal Cities | Riverside Division Meeting 9/30/2025 200.00$ National Alliance of Free Women & Men| Breast Cancer Awareness Event 10/31/2025 90.00$ County of Riverside Trauma Intervention Programs | Heroes with Hearts 2025 Event 10/31/2025 500.00$ Canyon Springs High School | Wrestling Program 11/21/2025 30.00$ Moreno Valley Chamber of Commerce | Wake Up 11/30/2025 500.00$ Moreno Valley Hispanic Chamber of Commerce | 10th Annual Posada Navideña 12/31/2025 88.89$ City of Moreno Valley | Senior Center Secret Santa 1/7/2026 500.00$ Calvary Chapel of Moreno Valley | Baseball & Softball Team 3,000.00$ FY25/26 Adopted Budget Amount
45.00$ Carryover Budget Amount
3,045.00$ FY25/26 Amended Budget
(2,768.89)$ Total Discretionary Expenditures 276.11$ Budget Amount Remaining
Source: Unaudited financial data from the City's accounting records.
Updated as of: 3/5/2026
65 COUNCIL DISTRICT 4 CHEYLYNDA BARNARD
Fiscal Year 2025/2026 Council Discretionary Expenditures Accounts: 1010-10-01-10014-620114 District 4 Discretionary 1010-10-01-10014-620119 District 4 Discretionary - Carryover July 1, 2025 – January 31, 2026
Date Amount Description
7/4/2025 437.68$ Fourth of July - Vehicle/Float Rental 7/4/2025 37.34$ Fourth of July - Float/Vehicle Expense 7/17/2025 500.00$ Moreno Valley Unified School District | Midland Elementary - PBIS SOAR Store (Positive Behavioral Interventions) and (Sports Safe, Organized, and Respect) 8/26/2025 28.73$ District 4 Community Engagement Event | Consumable No expenditures to report for September 2025
No expenditures to report for October 2025
11/30/2025 515.72$ Power Speaks Louder | Annual Turkey & Food Drive 11/30/2025 522.24$ Garvey/Allen Visual & Performing Arts Academy for STEM 11/30/2025 500.00$ CrossWord Christian Church | Turkey Drive 12/31/2025 500.00$ City of Moreno Valley | Senior Center Secret Santa 1/16/2026 32.50$ District 3 & 4 Community Engagement Event | Room Reservation 3,000.00$ FY25/26 Adopted Budget Amount 3,654.00$ Carryover Budget Amount
6,654.00$ FY25/26 Amended Budget
(3,074.21)$ Total Discretionary Expenditures 3,579.79$ Budget Amount Remaining
Source: Unaudited financial data from the City's accounting records.
Updated as of: 3/5/2026
66 Report to City Council
ID: 26-0108 Page 1
TO: Mayor and City Council
FROM: Patty Rodriguez, Manager of the Office of the Mayor and City Council/City Clerk
AGENDA DATE: March 17, 2026
TITLE: COUNCIL TRAINING & TRAVEL EXPENDITURE
REPORTS FOR FISCAL YEAR 2025-2026 (REPORT OF:
CITY CLERK) (DISTRICT: ALL DISTRICTS)
TITLE SUMMARY: Council Training & Travel Expenditure Reports – January 2026
DISTRICT: All Districts
Recommendation(s)
That the City Council:
1. Receive and file Fiscal Year 2025/2026 City Council Training & Travel Expenditure Report for the month of January 2026.
SUMMARY
This staff report is prepared at the request of the City Council to provide transparency with respect to the expenditure of City funds used for City Council Training and Travel.
Each Council District receives an annual budget allocation of $4,000 and the M ayor receives an annual budget allocation of $12,000.
On September 5, 2023, the City Council approved the revision of policy #3.06; to incorporate additional transparency requirements for the reporting of the travel and training forms.
The training and t ravel forms provide unaudited information and are reconciled to the 67 ID: 26-0108 Page 2
City’s general ledger. Following the end of the Fiscal Year, the financial information shall be reviewed as part of the City’s independent financial audit.
July 2025: Travel Activity – Mayor Pro Tem Baca-Santa Cruz August 2025: No City Council training or travel expenditure activity to report September 2025: No City Council training or travel expenditure activity to report October 2025: Travel Activity – Mayor Cabrera, Councilmember Delgado, and Councilmember Gonzalez
November 2025: No City Council training or travel expenditure activity to report December 2025: Travel Activity – Mayor Cabrera
January 2026: Travel Activity – Mayor Cabrera and Councilmember Delgado
FISCAL IMPACT
No Fiscal Impact as all funds are budgeted within the Fiscal Year 202 5/2026 annual budget.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Jasmin Rivera M. Patricia Rodriguez
Executive Assistant to the Mayor and Council Office Manager of the Office of the Mayor & City Council/City Clerk
CITY COUNCIL GOALS
None
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
68 ID: 26-0108 Page 3
Report Approval Details
Document
Title:
STAFFREPORT_CC_COUNCILTRAVELEXPENDITUREREPORT_3.1
7.docx
Attachment
s:
- U.Cabrera_LeagueofCalCitiesLatinoCaucus_BoardRetreat_.pdf - E.Delgado_LeagueofCalCities_PublicSafety_FInalTravel.pdf Final
Approval
Date:
Mar 9, 2026
This report and all of its attachments were approved and signed as outlined below:
Natalia Medina
Felicia London, MPA
Launa Jimenez
Brian Mohan
Patty Rodriguez
69 70
71 72
73 74
75 76
77 78
79 80
81 82
83 84
85 86
87 88
89 90
91 92
93 94
95 96
97 98
99 Report to City Council
ID: 26-0115 Page 1
TO: Mayor and City Council
FROM: Patty Rodriguez, Manager of the Office of Mayor and City Council/City Clerk
AGENDA DATE: March 17, 2026
TITLE: RESOLUTION UPDATING THE RECORDS RETENTION
SCHEDULE (REPORT OF: CITY CLERK) (DISTRICT:
ALL DISTRICTS)
TITLE SUMMARY: Records Retention Schedule Update
DISTRICT: All Districts
Recommendation(s)
That the City Council:
1. Adopt Resolution 2026-__ Updating the Records Retention Schedule.
SUMMARY
The City is updating its records management program, including its records retention policies. The adoption of this retention schedule will result in efficiency gains and cost savings.
DISCUSSION
Moreno Valley selected Gladwell Government Services, inc., an expert in local government records, to update its records management program. An update in the existing program was necessary to reduce current and future records storage costs, eliminate duplication of effort, increase efficiency, and take advantage of current technology and changes in law.
100
ID: 26-0115 Page 2
The updates of the current records management syste ms are driven by many factors, including:
Very limited space in City facilities
Many departments are filing and storing copies of the same records Moreno Valley produces and manages many permanent records Escalating records storage expenses
Technology advancements
Changes in law
The purpose of the program is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all records managed by the City.
The retention periods are in compliance with all laws and are standard business practice for California cities.
It is standard business practice for California cities to authorize the routine destruction of records that have exceeded their adopted retention period, upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney, which is provided in Section 2 of the resolution. This will reduce costs and improve efficiency for the City.
It is also standard business practice for Cali fornia cities to authorize updates to the schedule without further action of the City Council, which is provided in Section 3.
ALTERNATIVES
1. Not updating the Records Retention Schedule, which would result in utilization of the existing schedule, which may be out of date and not in compliance with current laws.
FISCAL IMPACT
Moreno Valley will realize significant savings both in labor and storage expenses ; including the avoidance of future storage and/or construction costs.
NOTIFICATION
Posting and distribution of the agenda.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Sonia Gomez Patty Rodriguez
Senior Deputy City Clerk Manager of the Office of the Mayor & City Council/City Clerk
101
ID: 26-0115 Page 3
CITY COUNCIL GOALS
Public Facilities and Capital Projects: Ensure that needed public facilities, roadway improvements, and other infrastructure improvements are constructed and maintained.
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
102
ID: 26-0115 Page 4
Report Approval Details
Document
Title:
STAFFREPORT_CC_RECORDS_RETENTION_SCHEDULE_2026.do
cx
Attachments
:
- Exhibit A_All Records Retention Schedules_2026 Schedules.pdf - Exhibit B_2026_Resolution Records Retention.pdf
Final
Approval
Date:
Mar 11, 2026
This report and all of its attachments were approved and signed as outlined below:
Natalia Medina
Felicia London, MPA
Launa Jimenez
Brian Mohan
Patty Rodriguez
103
Revision Adopted: 2/18/2025 CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Ver. 19.0 RECORDS RETENTION SCHEDULE: ANIMAL SERVICES Page AN-1
Office of
Record
(OFR)
Retention No.
Records Description
Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
ANIMAL SERVICES
Animal
Services AN-001 Adoption Applications 3 years Mag, Mfr, OD, Ppr S/I Yes: After
QC & OD
3 years is required; FA §32003(e), PC §597.1(d); CCP
§§336(a), 337 et. seq., GC §34090
Animal
Services AN-002 Animal Services Database 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department preference; Used for locating animals; 3 years is required; FA §32003(e), PC §597.1(d); GC §34090 et seq.
Animal
Services AN-002.1 Animals - Record of All Efforts to Contact Owner and/or Microchip’s Primary Registrant 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD FA §§31108.3 and 31752.1; GC §34090
Animal
Services AN-003 Bite Reports / Rabies Control Records 3 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090 et seq.
Animal
Services AN-004 Citations 10 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
Animal
Services AN-005 Controlled Substance Inventory Records 3 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department Preference; FA §32003(e), B&P 4081; 21 CFR
§1304.04, 1310.04
Animal
Services AN-006 Field Activity Logs 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
Animal
Services AN-007 Field Notes (1-time warnings) 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
Animal
Services AN-008 Investigations (barking, loose dogs, cruelty, etc.) Resolution + 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090 et seq.
Animal
Services AN-009 Microchip Records 20 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Used for locating animals; GC §34090 et seq.
Animal
Services
AN-010
Owner Turn-in Forms ("OTI" forms, stray forms)
3 years Mag, Mfr,
OD, Ppr
S / I Yes: After
QC & OD
Covers various statute of limitations; 3 years is required; FA §32003(e), PC §597.1(d); CCP §§336(a), 337 et. seq., GC §34090
104
105
106
107
108
RECORDS RETENTION SCHEDULE: CAPITAL PROJECTS Page CIP-1Ver. 24.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CAPITAL PROJECTS
City Clerk PW-002 Abandonments / Vacations P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090.7
City Clerk PW-003 Annexations P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090.7
City Clerk PW-004 Easements - Roads P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Infrastructure; GC §34090
County PW-005 Flood Control Files (e.g. area drainage
facilities)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
County maintains originals (non-records); GC §34090 et
seq.
Capital
Projects PW-006 Disaster Recovery Files (e.g. cost recovery / damage information
After
Funding
Agency
Audit, if
required -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
For FEMA funding; Uniform Admin. Requirements for
Grants to Local Governments is 3 years from expenditure report; CDBG is 4 years; HUD requires 5 years for
programs covered by a consolidated plan; 2 CFR 200.33 4; 24 CFR 570.502(a), 29 CFR 97.42, GC §34090; GC
§8546.7
Capital
Projects PW-007
Maps, Plans / Drawings - Final Original
Infrastructure, Building / Park Improvement
Plans (ALL - Drainage, Grading, Sewer,
Subdivision, Survey, Water, etc.)
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
CBC §§ 1.8.4.3.1, 104.6 104.7 and 107.5; H&S §19850;
GC §34090
Capital
Projects PW-044 Preliminary Drawings
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Capital
Projects PW-008 Preliminary Studies / Project Assessments (Not Acquired) 8 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 109
RECORDS RETENTION SCHEDULE: CAPITAL PROJECTS Page CIP-2Ver. 24.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Capital
Projects PW-009A
Projects: INFRASTRUCTURE, Permanent
File
Plans, Specifications / Addenda, Agreement /
Contract, Successful Proposal, Change Orders,
EIRs, Negative Declarations, Categorical
Exemptions, Materials Testing Reports,
Grading Permits, Insurance Certificates,
Hazardous Materials Plans, Notice of
Completion, Photos, Soils Reports, Studies,
Submittals, Surveys, etc.
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; retained for disaster preparedness purposes; Statute of Limitations is 4 years; 10 years for Errors & Omissions; CCP §§337. 337.1(a), 337.15, GC
§34090
Capital
Projects PW-009B
Projects: INFRASTRUCTURE Administration
File
Project Administration, Certified Payrolls,
Construction Manager's Logs, Daily
Inspections, Project Schedules, Progress
meetings, Real Estate Appraisals, RFIs /
Responses, etc.
Completion
+ 10 years
or After
Funding
Agency
Audit, if
required,
whichever is
longer
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Some grant funding agencies require audits; Statute of
Limitations for Errors & Omissions is 10 years; Published Audit Standards=4-7 years; Statute of Limitations:
Contracts & Spec's=4 years, Wrongful Death=comp. + 5
years, Developers=comp. + 10 years; CCP §337 et. seq.,
GC §34090
Capital
Projects PW-009C Projects: INFRASTRUCTURE :
Unsuccessful Proposals 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Capital
Projects PW-010 Real Estate Appraisal Reports: Property NOT purchased 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Not accessible to the public; GC §§34090, 7928.705
Capital
Projects PW-011 Real Estate Appraisal Reports: Purchased Property 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Not accessible to the public until purchase has been
completed; meets municipal government auditing
standards; GC §§34090, 7928.705
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 110
RECORDS RETENTION SCHEDULE: CITY ATTORNEY Page CA-1Ver. 14.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CITY ATTORNEY
City
Attorney CA-006 Accident / Incident / Injury Reports: PUBLIC ADULTS (medical / non-medical.) 3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Recommended by State Fire Marshall; Statute of Limitations for Health Providers is 3 years; Juveniles are required until patient becomes 18 years old; CCP §340.5, GC §34090
City
Attorney CA-007 Accident / Incident / Injury Reports: PUBLIC JUVENILES (medical / non-medical.)
Age 18 or
3 years,
whichever is
longer
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Recommended by State Fire Marshall; Statute of Limitations for Health Providers is 3 years; Juveniles are required until patient becomes 18 years old; CCP §340.5, GC §34090
City
Attorney CA-008 Accident / Incident Reports: CITY VEHICLES with no injuries 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Claim must be filed within 1 year, lawsuit within 2 years; Statute of Limitations for contracts is 4 years; CCP §§ 337 et seq.; GC §§ 911.2, 945, 34090,
34090.6
Lead
Depart. CA-001 Agreements: Backup material,
correspondence, drafts
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Drafts; GC §34090 et seq.
City
Attorney CA-009 Claims - Adults Settle + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
If litigation is filed, the claim is sent to the City Attorney's office after settlement; Claim must be filed within 1 year, lawsuit within 2 years; complaints against peace officers within 5 years; Statute of Limitations for contracts is 4 years; wrongful death for construction is completion + 5 years; CCP §§ 337 et seq.; GC §§ 911.2, 34090, 34090.6; PC §832.5
City
Attorney CA-010 Claims - Juveniles
Age of
Majority
(minimum
Settle + 5
years)
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
If litigation is filed, the claim is sent to the City Attorney's office after settlement; Juveniles may have additional legal recourses; CCP §§ 337 et seq.; GC §§ 911.2, 34090,
34090.6; PC §832.5
City
Attorney CA-011 Employee Fidelity Bonds Expiration +
10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Covers various Statute of Limitations; Public official
misconduct is discovery of offense + 4 years, retirement benefits is 6 years from last action; GC §§36507, 34090; PC §§801.5, 803(c); 29 USC 1113
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 Revision Adopted: 2/18/2025 111
RECORDS RETENTION SCHEDULE: CITY ATTORNEY Page CA-2Ver. 14.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City
Attorney CA-012
Insurance Policies / Certificates (City-
owned): Liability (General / Public), Workers
Compensation
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
For protection from litigation; GC §34090
City
Attorney CA-013
Insurance Policies / Certificates: City-owned
- Property insurance (NOT liability insurance -
boiler maintenance, etc.)
Expiration +
10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with Agreement retention; GC §34090
City
Attorney CA-014
Insurance Policies Issued to Organizations
conducting activities on City Property (e.g.
special events)
12 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC §34090
Lead
Depart. CA-003 Issue / Parties: Issues, Individuals, / projects will vary over time (e.g. Trails, etc.)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
City
Attorney CA-004 Legal Opinions ("Chron File") - by Author P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
City
Attorney CA-005 Litigation Files / Legal Case Files / Lawsuits / Graffiti Restitution
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations runs 6 months - 5 years; for contracts is 4 years; wrongful death for construction is completion + 5 years; Civil Courts retain their records for 10 years; CCP §§ 337 et seq.; GC §§34090, 34090.6, 68150; PC §832.5
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 Revision Adopted: 2/18/2025 112
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-1Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CITY CLERK / CITY COUNCIL OFFICE
City Clerk /
City
Council
CC-001 Council Administration (Correspondence filed
by Council Member)
Duration of
Office
(minimum 2
years)
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Administrative value to cover terms of office; GC §34090 City Clerk /
City
Council
CC-002 Presentations / Commendations / Memoriums 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC § 34090
City Clerk /
City
Council
CC-003
Regional Organizational Studies / Programs
where other Agencies are the Lead (e.g. Rail
Studies, etc.)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Non-records used for administrative value
CITY CLERK
City Clerk CC-004 Advertising (City Clerk) 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Brown Act challenges must be filed within 30 or 90 days of action; Statute of Limitations on Municipal Government
actions is 3 - 6 months; CCP§337 et seq; GC §§34090,
54960.1(c)(1)
City Clerk CC-005 Affidavits of Postings 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for some Municipal Government
actions is 3 - 6 months; CCP §335 337 et seq; GC
§§34090, 65009(c)(1)
City Clerk CC-006
Agenda Packets City Council, Community
Services District (CSD), Community
Redevelopment Agency (RDA), Public Facilities
Financing Corporation (MVPFFC), Industrial
Development Authority (IDA), Public Financing
Authority (MVPFA), Civic Activities Assistance
Corporation (MVVAAC). Moreno Valley
Housing Authority, City As Successor Agency
for the Community Redevelopment Agency of
the City of Moreno Valley, / Oversight Board of
the City as Successor Agency for the
Community Redevelopment Agency of the City
of Moreno Valley
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 113
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-2Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City Clerk CC-008
Agreements / Contracts: ALL LAND /
INFRASTRUCTURE:
Architects, Buildings, bridges, covenants / CC /
Rs, development, park improvements, property
restrictions, reservoirs, sewers, sidewalks,
street / alley improvements, utilities, water.
Exceptions: Demolitions, landscaping, street
paving
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
All infrastructure, JPAs, & Mutual Aid contracts are
permanent for emergency preparedness; Statute of
Limitations is 4 years; 10 years for Errors & Omissions; land records are permanent by law; CCP §§337. 337.1(a), 337.15, 343; GC §34090, Contractor has retention
requirements in 48 CFR 4.703
City Clerk CC-009 Agreements / Contracts: Mutual Aid, Joint Powers Agreements (JPAs) P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Administrative & legal value (Emergency Preparedness),
GC §34090
City Clerk CC-010
Agreements / Contracts: NON-
INFRASTRUCTURE:
Consultants, Franchises, Landscaping,
Painting, Slurry Seals (Paving), Tree Trimming,
Leases, Personnel, Professional Services, (Not
Infrastructure projects)
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations is 4 years; 10 years for Errors & Omissions; CCP §§337. 337.1(a), 337.15, 343; GC
§34090
City Clerk CC-011 Annexations / LAFCO P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Land Records; GC §34090
City Clerk CC-012 Recordings - AUDIO RECORDINGS of Council Meetings / Audio Tapes 30 days Mag (only required for 30 days); GC §54953.5(b) City Clerk CC-013 Audits, CAFR (Comprehensive Annual
Financial Report) P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD City Preference; GC §34090
Lead Dept. CC-014 Bids: Unsuccessful (Successful bids are filed with the appropriate agreement / contract) 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
City Clerk CC-015 Boards, Commissions / Committees -
APPLICATIONS: APPOINTED
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations: Public official misconduct is
discovery of offense + 4 years, + 5 years; GC §34090; PC §§801.5, 803c
City Clerk CC-016 Boards, Commissions / Committees -
APPLICATIONS: UNSUCCESSFUL 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 114
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-3Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Finance /
City Clerk CC-017 Bonds (issuing documents retained by City Clerk)
Cancellat.,
Redemption
or Maturity +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for bonds, mortgages, trust deeds, notes or debentures is 6 years; Bonds issued by local
governments are 10 years; IRS bond auditing regulations state, "…material records should generally be kept for as long as the bonds are outstanding, plus 3 years after the final redemption date of the bonds; There are specific
requirements for disposal of unused bonds; CCP
§§336(a)(1) & (2), 337.5(2); CCP §§336 et seq. 337.5(a); 26 CFR 1.6001-1(e): 26 CFR § 1.148-5(d)(6)(iii)(E); GC
§43900 et seq.
City Clerk CC-018 Budgets (Final) P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD City Preference; GC §34090
City Clerk CC-019
Cash Deposits, Certificate of Deposit, Bonds /
Subdivision Securities (Refundable Deposits for
Subdivision Improvements, Building / Planning
Permits, etc.)
Release of
Bond,
Deposit or
Certificate +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD CBC §§104.6 104.7 and 107.5; GC §34090
City Clerk CC-020 Chronological History of Board / Committee Members P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Historical Value; GC §34090
City Clerk CC-021 Chronological History of Mayors / City Council P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Historical Value; GC §34090
City Clerk CC-022 City History, Historical Records (e.g.
Incorporation, City Seal, Redistricting, etc.) P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
City Clerk determines historical significance; records can address a variety of subjects and media. Some media
(e.g. audio and video tape) may be limited because of the media's life expectancy; GC §34090
City Clerk CC-023 City Land / Property: Deeds, Abandonments, Easements, Vacations, etc. P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City Clerk CC-024 Claims Log 10 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090 et seq.
City Clerk CC-025 Committee Rosters
Superseded
(minimum 2
years)
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 115
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-4Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City Clerk CC-026 Council Oaths of Office Separation +
6 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations: Public official misconduct is
discovery of offense + 4 years, GC §34090; PC §§801.5,
803(c)
City Clerk CC-027 Economic Development Plans / Programs (that are approved by Council)
Superseded
+ 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Meets uniform grant requirements; Uniform Admin.
Requirements for Grants to Local Governments is 3 years from expenditure report; CDBG is 4 years; HUD requires 5 years for programs covered by a consolidated plan; 2 CFR 200.334; 24 CFR 570.502(b), 29 CFR 97.42, GC §34090;
GC §8546.7
City Clerk CC-077
Economic Interest Filings (FPPC 700 Series
Forms - Statement of Economic Interests):
ELECTRONICALLY FILED
10 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC
Department preference; Only Campaign Statements filed
electronically are required for 10 years; City maintains copies only; original statements are filed with FPPC; GC §81009(f)(g); GC §84615
City Clerk CC-028
Economic Interest Filings (FPPC 700 Series
Forms - Statement of Economic Interests):
DESIGNATED EMPLOYEES /
CONSULTANTS (specified in the City's Conflict
of Interest code)
7 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC City maintains original statements; GC §81009(e)&(g) City Clerk CC-029
Economic Interest Filings (FPPC 700 Series
Forms - Statement of Economic Interests):
PUBLIC OFFICIALS (elected / not elected.
Includes City Council Members, Planning
Commission Members, City Manager, City
Treasurer / City Attorney)
4 years Mfr, OD,
Ppr S / I Yes: After
QC
Department Preference; as of January 1, 2025, the FPPC
is the Filing Officer for 87200 filers; City maintains copies only; original statements are filed with FPPC; GC
§81009(f)&(g)
City Clerk CC-070 FPPC Form 801 (Gift to Agency Report) 7 years Mag, Mfr, OD, Ppr S / I Yes: After
QC Must post on website; GC §81009(e)
City Clerk CC-071 FPPC Form 802 (Tickets Provided by Agency Report) 7 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC Must post on website for 4 years; GC §81009(e)
City Clerk CC-072 FPPC Form 803 (Behested Payment Report) P Mag, Mfr, OD, Ppr S / I Yes: After
QC FPPC Regulation 18734(c); GC §81009e
City Clerk CC-073 FPPC Form 804 (Agency Report of New
Positions) P Mag, Mfr,
OD, Ppr S / I Yes: After
QC FPPC Regulation 18734(c); GC §81009e
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 116
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-5Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City Clerk CC-074 FPPC Form 805 (Agency Report of
Consultants) 7 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC GC §34090; GC §81009(e)
City Clerk CC-075 FPPC Form 806 (Agency Report of Public Official Appointments) 7 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC
Must post on website; 2 CCR 18702.5(b)(3); GC §34090;
GC §81009(e)
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 117
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-6Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CITY CLERK / ELECTIONS - CONSOLIDATED
City Clerk /
Elections CC-030
Campaign Filings (FPPC 400 Series Forms:
OTHER COMMITTEES (PACS - not candidate-
controlled)
7 years Mfr, OD,
Ppr S / I Yes: After
QC
Paper must be retained for at least 2 years; GC
§81009©&(g)
City Clerk /
Elections CC-031
Campaign Filings (FPPC 400 Series Forms:
THOSE NOT REQUIRED TO FILE ORIGINAL
WITH CITY CLERK (copies)
4 years Mfr, OD,
Ppr S / I Yes: After
QC
Paper must be retained for at least 2 years; GC
§81009(f)&(g)
City Clerk /
Elections CC-032
Campaign Filings (FPPC 400 Series Forms /
Form 501)): UNSUCCESSFUL CANDIDATES
Includes Unsuccessful Candidates Without
Committees that Don't File Electronically
5 years Ppr S / I Yes: After
QC
Candidates without committees are not required to file
their statements, reports or copies online or electronically; Paper must be retained for at least 2 years; GC
§81009(b)&(g); GC §84615
City Clerk /
Elections CC-032.1
Campaign Disclosure Statements (FPPC 400
Series Forms, 501 Form): UNSUCCESSFUL
CANDIDATES, ELECTRONICALLY FILED -
WITH / WITHOUT Committees
10 years Ppr S / I Yes: After
QC
Department preference; Campaign Statements filed
electronically are required for 10 years; GC
§81009(b)&(g); GC §84615
City Clerk /
Elections CC-033
Campaign Filings (FPPC 400 Series Forms):
SUCCESSFUL CANDIDATES (Elected
Officials / Form 501))
All, whether filed electronically / not
P Mfr, OD,
Ppr S / I Yes: After
QC
Department Preference; as of January 1, 2025, the FPPC
is the Filing Officer for 87200 filers; City maintains copies only; original statements are filed with FPPC; GC
§81009(f)&(g)
City Clerk /
Elections CC-034 Elections - Candidate Statements (to be printed in the sample ballot)
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr S / M / I No Department Preference; No specific legal requirement; GC § 34090
City Clerk /
Elections CC-035 Elections - Certificates of Election
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr S No Department Preference; No specific legal requirement; GC § 34090
City Clerk /
Elections CC-036
Elections - GENERAL, WORKING /
ADMINISTRATION Files (Correspondence,
Applications for vacancies on the Council,
Precinct Workers, County Election Services,
etc.)
2 years Mag, Ppr Used for a model for the next election, GC §34090 CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 118
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-7Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City Clerk /
Elections CC-037
Elections - HISTORICAL File (Sample ballot, all
Resolutions - calling the election, canvass, etc.,
election summary)
P Mag, Mfr,
OD, Ppr S No Retained for Historical Value, GC §34090
City Clerk /
Elections CC-038 Elections - Nomination Papers: SUCCESSFUL
CANDIDATES
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr
Department Preference; CA law states term of office and 4 years after the expiration of term for Nomination Papers; EC §17100
City Clerk /
Elections CC-039 Elections - Nomination Papers:
UNSUCCESSFUL CANDIDATES
Election + 4
years
Mag, Mfr,
OD, Ppr
Department Preference; CA law states term of office and 4 years after the expiration of term for Nomination Papers; EC §17100
City Clerk /
Elections CC-040.1
Elections - Petitions (Initiative, Recall /
Referendum) - IF INSUFFICIENT - IF
Examined by Proponents
Final
Examination
+ 1 year
after petition
examination
Ppr
Not accessible to the public; The 8 month retention applies after election results, or final examination if no election, unless there is a legal or FPPC proceeding. EC
§§17200(b)(3), 17400
City Clerk /
Elections CC-040.2
Elections - Petitions (Initiative, Recall /
Referendum) - IF INSUFFICIENT - NOT
Examined by Proponents
Determinatio
n of
Insufficiency
+ 8 months
Ppr
Not accessible to the public; The 8 month retention applies after the City Clerk makes the determination of
insufficiency / examines the petitions. unless there is a legal or FPPC proceeding. EC §§17200(b)(3), 17400
City Clerk /
Elections CC-040.32 Elections - Petitions (Initiative, Recall / Referendum) - IF SUFFICIENT
Results + 8
months Ppr
Not accessible to the public; The 8 month retention applies after election results, or final examination if no election, unless there is a legal or FPPC proceeding. EC
§§17200(b)(3), 17400
(End of Elections Section)
CITY CLERK (Continued)
City Clerk CC-054
Environmental Issues, Determinations (e.g.
EIRs, Negative Declarations, etc. - if presented
to City Council)
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Final EIRs are required to be kept a "reasonable period of time"; 14 Cal Code Regs §15095(c); GC §34090.7
City Clerk CC-069
Ethics Training Certificates / Harassment
Prevention Training Certificates / Financial and
Fiscal Training Certificates for City Council,
Boards / Commissions
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §§53235.2(b); 53237.2(b) GC §53238.3(b)
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 119
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-8Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City Clerk CC-055
Infrastructure Permits, Plans, / Projects
Approved by Council (Final Tracts, Conditional
Use Permits, Parcel Maps, Specific Plans, etc.)
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et. seq.
Finance CC-056 Investment Reports approved by Council 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Meets auditing standards; GC §34090
City Clerk CC-057 Legislation (State / Federal positions approved by Council) 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City Clerk CC-058 March Air Force Base / March Joint Powers Authority - Records of Historical Interest P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD City Preference; GC §34090
City Clerk CC-059
Minutes: City Council, Planning Commission,
Community Services District (CSD), Community
Redevelopment Agency (RDA), Public Facilities
Financing Corporation (MVPFFC), Industrial
Development Authority (IDA), Public Financing
Authority (MVPFA), Civic Activities Assistance
Corporation (MVVAAC), Moreno Valley
Housing Authority, City As Successor Agency
for the Community Redevelopment Agency of
the City of Moreno Valley, / Oversight Board of
the City as Successor Agency for the
Community Redevelopment Agency of the City
of Moreno Valley
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City Clerk CC-060 Municipal Code Administration, Distribution, etc.
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Preliminary Drafts not retained in the ordinary course of business; GC § 34090
City Clerk CC-061 Municipal Code / History File (always retain 1 supplement) P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City Clerk CC-062 Ordinances P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et. seq.
City Clerk CM-063 Passport Transmittals 24 months Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 120
RECORDS RETENTION SCHEDULE: CITY CLERK
(City Council Office, Elections)
Page CC-9Ver. 32.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
City Clerk CC-063
Petitions (submitted to Council on any subject).
See Elections for Initiative, Recall / Referendum
Petitions)
1 year Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Law requires 1 year for petitions; GC §50115
City Clerk CC-065 Proof of Publication (City Clerk) 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for some Municipal Government
actions is 3 - 6 months; CCP §335 337 et seq; GC
§§34090, 65009(c)(1)
City Clerk CC-066 Records Retention Schedules; Amendments to Records Retention Schedules P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et. seq.
City Clerk CC-079
Redistricting Web Page / District Boundary
Web Page (Map, Redistricting Process,
Agendas, Calendars, Notice, etc.)
10 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD EC §21608(g); GC §34090
City Clerk CC-067 Resolutions - City Council P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090 et. seq.
City Clerk CC-078
Secretary of State Statement of Facts / Registry
of Public Agencies
(Required of all Public Agencies whenever the
Chair changes)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City Clerk CC-068
Staff Reports: City Council, Community
Services District (CSD), Community
Redevelopment Agency (RDA), Public Facilities
Financing Corporation (MVPFFC), Industrial
Development Authority (IDA), Public Financing
Authority (MVPFA), Civic Activities Assistance
Corporation (MVVAAC). Moreno Valley
Housing Authority, City As Successor Agency
for the Community Redevelopment Agency of
the City of Moreno Valley, / Oversight Board of
the City as Successor Agency for the
Community Redevelopment Agency of the City
of Moreno Valley
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 121
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-1Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CITY-WIDE (Used By ALL Departments)
Lead Dept. CW-001 Abatements, Code Violations Resolution + 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-002 Advertising 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Brown Act challenges must be filed within 30 or 90 days of action; Statute of Limitations on Municipal Government actions is 3 - 6 months; GC §§34090, 54960.1(c)(1)
Lead Dept. CW-003 Agenda Staff Reports
When No
Longer
Required -
minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
City Clerk CW-004
Agreements / Contracts NOT Approved by
Council: ALL LAND /
INFRASTRUCTURE:
Architects, Buildings, bridges, covenants /
CC / Rs, development, park improvements,
property restrictions, reservoirs, sewers,
sidewalks, street / alley improvements,
utilities, water. Exceptions: Demolitions,
landscaping, street paving
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
All infrastructure, JPAs, & Mutual Aid contracts are
permanent for emergency preparedness; Statute of
Limitations is 4 years; 10 years for Errors & Omissions; land records are permanent by law; CCP §§337.
337.1(a), 337.15, 343; GC §34090, Contractor has
retention requirements in 48 CFR 4.703
City Clerk CW-005
Agreements / Contracts NOT Approved by
Council: NON-INFRASTRUCTURE:
Consultants, Franchises, Landscaping,
Painting, Slurry Seals (Paving), Tree
Trimming, Leases, Personnel, Professional
Services, (Not Infrastructure projects)
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; Statute of Limitations is 4 years; 10 years for Errors & Omissions; CCP §§337. 337.1(a),
337.15, 343; GC §34090
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 122
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-2Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Lead Dept.
(Managing the
Agreement /
Contract)
CW-006
Agreements / Contracts:
ADMINISTRATIVE FILES - NOT funded
by a grant (Correspondence, Project
Administration, Project Schedules,
Insurance Certificates, RFP, etc.) Also see
grant retention, if applicable.
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S/I Yes: After
QC & OD
Covers E&O Statute of Limitations (insurance certificates are filed with agreement); Published Audit Standards=4-7 years; Statute of Limitations: Contracts & Spec's=4 years, Wrongful Death=comp. + 5 years, Developers=comp. +
10 years; CCP §§336(a), 337 et. seq., GC §34090
Lead Dept.
(Managing the
Agreement /
Contract)
CW-007
Agreements / Contracts:
ADMINISTRATIVE FILES - WITH grant
funding (Correspondence, Project
Administration, Project Schedules, Invoice
Copies, Insurance Certificates, RFP, etc.)
Also see grant retention, if applicable.
Completion
+ 10 years
or After
Funding
Agency
Audit, if
required,
whichever is
longer
Mag, Mfr,
OD, Ppr S/I Yes: After
QC & OD
Some grant funding agencies require audits; Statute of
Limitations for Errors & Omissions is 10 years; Published Audit Standards=4-7 years; Statute of Limitations:
Contracts & Spec's=4 years, Wrongful Death=comp. + 5
years, Developers=comp. + 10 years; CCP §§336(a), 337
et. seq., 2 CFR 200.334; 24 CFR 91.105(h), 92.505,
570.490, & 570.502(a), OMB Circular A-110 & A-133; GC
§34090 GC §34090; GC §8546.7
Lead Dept.
(Managing the
Agreement /
Contract)
CW-008
Agreements / Contracts:
UNSUCCESSFUL BIDS / PROPOSALS /
RESPONSES to RFPs (Request for
Proposals) / RFQs (Request for
Qualifications) that don't result in a contract
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
Staffing Dept. CW-009
Boards, Commissions, / Committees:
Recordings - AUDIO RECORDINGS of
Meetings / Audio Tapes (except Council -
see City Clerk's schedule):
30 days or
after Minutes
Approved,
whichever is
longer
(Mag) GC §54953.5(b)
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 123
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-3Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Staffing Dept. CW-010
Boards, Commissions, / Committees:
Citizens Advisory Formed by CITY
COUNCIL
(Agendas, Notices, Affidavits of
Postings, Proof of Publications, etc.)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for some Municipal Government
actions is 3 - 6 months; CCP §335 337 et seq; GC
§§34090, 65009(c)(1)
Staffing Dept. CW-011
Boards, Commissions, / Committees:
Citizens Advisory Formed by CITY
COUNCIL
(MINUTES / BYLAWS) (except Council /
Planning Commission - see City Clerk's
schedule)
P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Notes taken to facilitate the writing of the minutes can be destroyed after minutes have been adopted; GC §34090
Staffing Dept. CW-012
Boards, Commissions, / Committees:
Citizens Task Force formed by
Management (All records)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Not formed by City Council; advisory capacity only GC
§34090 et seq.
Staffing Dept. CW-013
Boards, Commissions, / Committees: City
Council Subcommittees formed solely
of Council Members (All records)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Subcommittees can not take action -- all
recommendations go to the full Council; Brown Act
challenges must be filed within 30 or 90 days of action; GC §§34090, 54960.1(c)(1)
CW-014
Boards, Commissions, / Committees:
External Organizations (e.g. County Board
of Supervisors)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Non-records
CW-015 Copies / duplicates of any record
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090.7
Lead Dept. CW-016
Committees: Internal attended by
employees (e.g. Records Management
Committee, Project Review Committee, In-
House Task Forces, etc.)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 124
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-4Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Lead
(Responding)
Dept.
CW-017 Complaints (against Personnel - e.g.
misconduct, abuse, excessive force, etc.)
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for public official misconduct is discovery of offense + 4 years ; State and Fed laws is
until final disposition of formal complaint; State requires 2 years after action; EVC § 1045, GC §§12946, 12960,
34090; PC §§801.5, 803(c), VC §2547
Lead Dept. CW-018 Complaints / Service Orders (operational) 3 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for personal property, fraud, etc. is 3 years; Claims must be filed in 6 months; CCP §340 et
seq., 342, GC §34090
CW-019 Contracts: See Agreements
Dept. that
Authors
Document
or
Receives the
City's Original
Document
(from an outside
source)
CW-020
Correspondence - ROUTINE
(IF CONTENT relates in a SUBSTANTIVE
way to the conduct of the public's
business)
(e.g. Administrative Files, Chronological
Files, e-mail / email with SUBSTANTIVE
content, General Files, Letters,
Memorandums, Miscellaneous Reports,
Press Releases, Public Records Requests,
etc.)
SUBSTANTIVE synonyms: Significant,
Meaningful, Considerable, Essential
IF the Content relates in a SUBSTANTIVE
way to the conduct of the public's business
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
ONLY IF the Content relates in a substantive way to the conduct of the public's business; City of San Jose v.
Superior Court (2017) 2 Cal.5th 608; GC §34090
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 125
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-5Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Dept. that
Authors
Document
or
Receives the
City's Original
Document
(from an outside
source)
CW-021
Correspondence - TRANSITORY /
PRELIMINARY DRAFTS, Interagency /
Intraagency Memoranda not retained in the
ordinary course of business
Content NOT Substantive, / NOT made /
retained for the purpose of preserving the
informational content for future reference
(e.g. calendars, checklists, e-mail / email, /
social media posting, invitations, instant
messaging, logs, language translations,
meeting transcripts, mailing lists, meeting
room registrations, staff Teams
videoconference chats, notes / recordings,
supply inventories, telephone messages,
text messages, transmittal letters, thank
yous, requests from other cities,
undeliverable envelopes / returned mail,
visitors logs, voice mails, webpages, etc.)
When No
Longer
Required
Mag, Ppr
Electronic and paper records are categorized, filed and retained based upon the CONTENT of the record.
Records where either the CONTENT relates in a
SUBSTANTIVE way to the conduct of the public's
business, or ARE made or retained for the purpose of
preserving the informational content for future
reference are SAVED by placing them in an electronic
or paper (project) file folder and retained for the
applicable retention period. If not mentioned here,
consult the City Attorney to determine if a record is
considered transitory / preliminary draft. GC §§34090, 7927.500,; 64 Ops. Cal. Atty. Gen. 317 (1981)); City of San Jose v. Superior Court (2017) 2 Cal.5th 608
Lead Dept. CW-022 Drafts / Notes: Drafts that are revised (retain final version)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
As long as the drafts and notes are not retained in the "Regular Course of Business". Consult the City Attorney to determine if a record is considered a draft. GC
§§34090, 7927.500
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 126
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-6Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Lead Dept.
(Managing the
Grant)
CW-023
Grants / CDBG / Reimbursable Claims /
FEMA Claims / OES Claims
(SUCCESSFUL Reports, / Financial
Information)
After
Funding
Agency
Audit, if
required -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Uniform Admin. Requirements for Grants to Local
Governments is 3 years from expenditure report or final payment of grantee or subgrantee; Grants covered by a
Consolidated Action Plan are required for 5 years;
Uniform Admin. Requirements for Grants to Local
Governments is 3 years from expenditure report; CDBG is 4 years; HUD requires 5 years for programs covered by a consolidated plan; 2 CFR 200.334; 24 CFR 91.105(h),
92.505, 570.490, & 570.502(a), 29 CFR 97.42; OMB
Circular A-110 & A-133; GC §34090; GC §8546.7
Lead Dept.
(Managing the
Grant)
CW-024 Grants (UNSUCCESSFUL Applications,
Correspondence) 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-025 Grievances Resolved at Department Level Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
City's Preference; All State and Federal laws require
retention until final disposition of formal complaint; State requires 2 years after action is taken; GC §§12946,
12960, 34090
Lead Dept. CW-026 Historical Landmarks (Properties on Local, State, / National Registers) P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-027
Insurance Certificates (for Agreements,
Contracts, Facility Rentals, Special Events,
etc.)
11 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
If you cannot determine what is the lead department,
send to Risk Management. Longest Statute of Limitations is 10 years; Conforms with Agreement Retention (usually filed with agreement); CCP §337 et seq.; GC §34090
Lead Dept. CW-028 Newspaper Clippings
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Non-records - may be obtained from the newspaper
company; GC §34090
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 127
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-7Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Staffing Dept. CW-029 Notices: Public Hearing Notices 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Brown Act challenges must be filed within 30 or 90 days of action; Statute of Limitations on Municipal Government actions is 3 - 6 months; Statute of Limitations for mailings for annexations, special districts, bonds is 60 days;
CCP§337 et seq, 349.4; GC §§34090, 54960.1(c)(1)
Lead Dept. CW-029,5 Photographs
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Preliminary Drafts (retention is placed on the record the photograph is used in - Brochure, Report, etc.); destroy unnecessary photographs. GC §34090
Lead Dept. CW-030 Personnel Work Schedules 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-031
Personnel Files (Supervisors File of
notes - incorporated into Annual
Performance Appraisals)
1 year Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Preliminary drafts; Notes maintained in a separate folder to be incorporated into performance evaluation; GC
§34090 et seq.
Lead Dept. CW-032 Records Destruction Lists P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Lead Dept. CW-033
Reference Materials: Policies, Procedures,
Brochures, Flyers, Handbooks, Manuals,
Plans (if not provided in the schedule.)
Standard Operating Procedures (SOPs),
Studies / Reports (if not provided in the
schedule.) Newsletters, etc.: Produced by
OTHER Departments
When
Superseded
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Copies; GC §34090.7
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 128
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-8Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CW-034
Reference Materials: Policies, Procedures,
Brochures, Flyers, Handbooks, Manuals,
Newsletters, Plans (if not provided in the
schedule.) Standard Operating Procedures
(SOPs), Studies / Reports (if not provided
in the schedule.) etc.: Produced by
OUTSIDE ORGANIZATIONS (League of
California Cities, Chamber of Commerce,
etc.)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Non-Records
Lead Dept. CW-035
Reference Materials: Policies, Procedures,
Brochures, Flyers, Handbooks, Manuals,
Newsletters, Plans (if not provided in the
schedule.) Standard Operating Procedures
(SOPs), Studies / Reports (if not provided
in the schedule.) etc.: Produced by YOUR
Department
Minimum of
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department preference; GC §34090
CW-036 Reference / Working Files: See
Correspondence
Lead Dept. CW-037 Reports, Studies (Historically significant) P Mag, Mfr, OD, Ppr S/I Yes: After
QC & OD
Administratively and Historically significant, therefore retained permanently; GC §34090
Lead Dept. CW-038 Reports, Studies (other than Historically significant reports - e.g. Annual Reports) 10 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department preference; Information is outdated after 10 years; If historically significant, retain permanently; GC §34090
Lead Dept. CW-039 Special Event Permits 4 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Lead Dept. CW-047 Subpoenas / Summons 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 129
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-9Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Lead Dept. CW-040
Surveys / Questionnaires (that the City
issues)
If a summary of the data is compiled, the
survey forms are considered a draft /
transitory record, / can be destroyed as
drafts (When No Longer Required)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-042 Telephone Messages
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
As long as they are not retained in the "Regular Course of Business". Consult the City Attorney to determine if a record is considered a draft. GC §34090, GC
§62527920.530
Lead Dept. CW-042.5
Training EMPLOYEE RECORDS (If
Records are Created - filed by Employee
Name)
Required Information by Employee for all
Employee Training for Separation + 5
years:
Employee Name
Training Provider’s Name
Date
Duration (length)
Core Competencies / Skills
Certifications / Qualification Documents
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
LC §§1198.5, 6401.9(f), 6429(c); 8 CCR §3203 et seq.,
29 CFR 1627.3(b)(ii), GC §§12946, 12960, 34090,
53235.2(b), 53237.2(b); 53238.3(b)
Lead Dept.
(Presenting the
Training)
CW-043
Training Presented by Staff - COURSE
RECORDS
(Attendance Rosters / Sign-in Sheets,
Outlines / Materials; includes Ethics, Fiscal
& Financial, Harassment, Workplace
Violence, Safety Training, Tailgates)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; Meets OSHA requirements;
Ethics, Fiscal & Financial, Harassment & Workplace
Violence Training is 5 years; EEOC/FLSA/ADEA (Age)
requires 3 years for promotion, demotion, transfer,
selection, or discharge; State Law requires 4 years for personnel actions; 8 CCR §3203 et seq., 29 CFR
1627.3(b)(ii), LC §6429(c); GC §§12946, 12960, 34090,
53235.2(b), 53237.2(b); 53238.3(b), LC §6401.9(f)
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 130
RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS
(Used By ALL Departments)
Page CW-10Ver. 31.0
Office of
Record (OFR) Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Lead Dept. CW-044 Recordings - Video Recordings: Security / Facility Monitoring 100 days (Mag) Routine video monitoring recordings are only required for 100 days; GC §§34090.6, 34090.7
Lead Dept. CW-045 Warranties Expiration of
Warranty
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090 et seq.
Dept. Providing
Service / Work CW-046
Work Orders / Service Requests
(Department providing service retains
originals; department requesting service is
considered a copy)
3 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Consistent with operational complaints; CCP §§338 et
seq., 340 et seq., 342, GC §34090
CITY OF MORENO VALLEY, CA ©2003-2 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 131
RECORDS RETENTION SCHEDULE: CITY MANAGER Page CM-1Ver. 10.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
CITY MANAGER
City
Manager CM-001 Administrative Regulations
Until
Superseded -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City
Manager CM-002 Administrative Files (Includes Travel) 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
City
Manager CM-003 Association Records
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Non-records; GC §34090.7
City
Manager CM-004 Awards, Recognition of Employees Minimum 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City
Manager CM-005 Citizen's Inquiries, Communications, Logs / Resolutions 2 3 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Claims must be filed in 6 months or 1 year; CCP §§338 et seq., 340 et seq., 342, GC §34090
City
Manager CM-006 City Manager's Reports / Updates 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
City
Manager CM-007 Council Member / Mayor's Correspondence, Memos Term of
Office -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Administrative value to cover terms of office; GC §34090 City
Manager CM-008 Department Head Memorandum File 2 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD GC §34090
City
Manager CM-009 Internal Studies / Reports Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
City
Manager CM-010 Projects / Issues (Issues / projects will vary over time - e.g. Hotels, etc.)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 132
RECORDS RETENTION SCHEDULE - COMMUNITY ENHANCEMENT AND NEIGHBORHOOD SERVICESPage CE&NS-1Ver. 25.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
COMMUNITY ENHANCEMENT AND NEIGHBORHOOD SERVICES
Community
Enhance. &
Neighbor.
Services
CE&NS-001 Abandoned Vehicle Abatement (AVA) Report 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Maintained for Riverside County Area Requirement; GC
§34090
Community
Enhance. &
Neighbor.
Services
CE&NS-002 Business License File: Application, Annual
Renewal Form, Enforcement Letters 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
&OD
Consistent with auditing standards; GC §34090 et seq.
Community
Enhance. &
Neighbor.
Services
CE&NS-003 Code Compliance Case Files / Abatement
Resolution /
Payment + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference to cover those cases that are
CDBG-related; Case is open until satisfactorily resolved (some liens are not resolved); City Clerk maintains original staff reports and resolutions that are presented to Council; 2 CFR 200.334; 24 CFR 570.502(b), 29 CFR 97.42, GC
§34090; GC §8546.7
Community
Enhance. &
Neighbor.
Services
CE&NS-004 Debts Assigned to Collection Agency 7 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Debts remain on credit reports for 7 years; GC §34090
Community
Enhance. &
Neighbor.
Services
CE&NS-006 Mobilehome Park - Annual CPI Change
Notices 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Community
Enhance. &
Neighbor.
Services
CE&NS-007 Mobilehome Park - Annual Registration 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Community
Enhance. &
Neighbor.
Services
CE&NS-008 Mobilehome Park Rent Stabilization - Change
in Space Rent / Status 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 133
RECORDS RETENTION SCHEDULE - COMMUNITY ENHANCEMENT AND NEIGHBORHOOD SERVICESPage CE&NS-2Ver. 25.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Community
Enhance. &
Neighbor.
Services
CE&NS-009 Mobilehome Park Rent Stabilization - General
Correspondence 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Community
Enhance. &
Neighbor.
Services
CE&NS-010
Parking Citations (All records, including
appeals, reports from claims processing center,
etc.)
2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Community
Enhance. &
Neighbor.
Services
CE&NS-011 Tipping Reports (Waste Management) 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 134
RECORDS RETENTION SCHEDULE - ECONOMIC DEVELOPMENT Page ED-1Ver. 23.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
ECONOMIC DEVELOPMENT
Economic
Develop. ED-001 Business Development Files (Issues / projects will vary over time - e.g. Hotels, etc.)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 135
RECORDS RETENTION SCHEDULE: ELECTRIC UTILITY Page EU-1Ver. 7.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
ELECTRIC UTILITY
City Clerk EU-001
Agreements / Contracts - Electric Utility Only -
INFRASTRUCTURE / PLANT
Architects, Buildings, bridges, covenants / CC /
Rs, development, park improvements, property
restrictions, reservoirs, sewers, sidewalks,
street / alley improvements, utilities, water.
Exceptions: Demolitions, landscaping, street
paving
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
All infrastructure, JPAs, & Mutual Aid contracts are
permanent for emergency preparedness; Statute of
Limitations is 4 years; 10 years for Errors & Omissions; land records are permanent by law; CCP §§337. 337.1(a),
337.15, 343; GC §34090, Contractor has retention
requirements in 48 CFR 4.703
City Clerk EU-002
Agreements / Contracts - Electric Utility Only
NON-INFRASTRUCTURE:
Consultants, Franchises, Landscaping,
Painting, Slurry Seals (Paving), Tree Trimming,
Leases, Personnel, Professional Services, (Not
Infrastructure projects)
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations is 4 years; 10 years for Errors & Omissions; CCP §§337. 337.1(a), 337.15, 343; GC §34090
Electric
Utility EU-003 Appraisals / Valuations 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-004
Billing Data (Maximum demand / demand meter
records; solar, net, economic development;
revenue summaries / reports)
6 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-005 Bond Statements Completion
+ 3 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-006
Budgets / Other Forecasts (Internal Admin. /
operating purposes; estimated future income;
receipts / expenditures, etc.)
3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 136
RECORDS RETENTION SCHEDULE: ELECTRIC UTILITY Page EU-2Ver. 7.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Electric
Utility EU-007 Construction Work (In Progress Ledgers) Completion + 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference (requirement is 5 years after
clearance to plant account); 18 CFR 125 et seq.; GC §34090 Electric
Utility EU-008 Easements P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-009 Fixed Assets, Plant Ledgers, Depreciation / Depletion P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-010 Insurance (Substation) P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-011 Journals / General Ledgers - Electric Utility Only 10 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-011.1 Lockout/Blockout - Lockout/Tagout 3 years Mag, Ppr S / I Yes:
After QC
& OD
Cal/OSHA requests 3 years of documents during audits; GC §34090
Electric
Utility EU-012 Maintenance / Job Work Orders 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-013
Maps, Plans, Drawings (original / reproduction
of diagrams, profiles, photos, field survey
notes, plot plans, detail drawings, / similar
records showing the location of proposed / as-
constructed facilities)
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-020
Medical Necessity Customers (Emergencies /
Shut-offs - Customers who must have electricity
for critical medical equipment)
When
Superseded
or
Terminated
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Confidential; Department preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 137
RECORDS RETENTION SCHEDULE: ELECTRIC UTILITY Page EU-3Ver. 7.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Electric
Utility EU-014 Rate Schedule (general files of published rate sheets / schedules, suspended / superseded)
Inactive + 3
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-015 Reclassification Records (Utility Plant) 6 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-016 Retirement (of Plant Facility; work in progress, ledgers, etc.)
Retired + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-017 Statistics (financial, internal operating reports, etc.) 5 years Mag, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-018 Transmission / Distribution (Substation
licenses, line logs, history records, tests, etc.) P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference (logs only required for 3 years); 18 CFR 125 et seq.; GC §34090
Electric
Utility EU-019 Voucher Registers (Accounts Payable / Cash Books) 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 18 CFR 125 et seq.; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 138
RECORDS RETENTION SCHEDULE: FACILITIES Page FAC-1Ver. 18.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
FACILITIES
Facilities FAC-001 Asbestos Removal Projects Completion + 30 years
Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
Claims can be made for 30 years for toxic subst. exposure; 29 CFR 1627.3(b)(1)(2), 8 CCR §3204(d)(1) et seq., GC §34090 Facilities FAC-002 Asset History (in Work Order System) 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference to cover all statute of limitations; GC §34090, CCP §337 et seq.
Facilities FAC-003 Backflow Tests 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Facilities FAC-004 Daily Logs (Security, Facility Staff, etc.) 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Facilities FAC-005 Daily Vehicle Inspections 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
13 CCR 1234(c); GC §34090
Facilities FAC-006 Facilities - Historical Files P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
City
Attorney FAC-007 Incident File (Citizens / Employees)
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Copies; GC §34090.7
Facilities FAC-008 Key Card System
Employee
Separation +
2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Facilities FAC-009 Logs: Security, etc. 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Covers statute of limitations; CCP §337 et seq.; GC §34090 Facilities FAC-010 Projects / Facilities: NON-INFRASTRUCTURE Final Specifications / Plans
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Transferred from Public Works upon project completion;
Consistent with Agreement / Contract Administration; CCP §§337. 337.1(a), 337.15, GC §34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 139
RECORDS RETENTION SCHEDULE: FACILITIES Page FAC-2Ver. 18.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Facilities FAC-010.5 Vehicle / Equipment Leases (when the vehicle / equipment is not subsequently purchased)
Expiration of
Lease + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with agreements and contracts; Statute of Limitations for contracts is 4 years; CCP §§337., 337.1(a), 337.15; GC §34090 et seq.
Facilities FAC-011 Vehicle Forms - Daily Use
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Transitory Records; GC §34090 et seq.
Facilities FAC-012
Work Orders / Service Requests (Department
providing service retains originals; department
requesting service is considered a copy)
3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with operational complaints; CCP §§338 et seq., 340 et seq., 342, GC §34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 140
RECORDS RETENTION SCHEDULE: FINANCE
(Accounting, Payroll, Treasury)
Page FIN-1Ver. 33.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
FINANCE / ACCOUNTING
Finance /
Lead Div. FIN-000 Financial Services Database (Tyler Enterprise ERP)
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; meets municipal government auditing standards; Data Fields / Records are interrelated; GC §34090 Finance /
Accounting FN-001 1099's / 1096's / DE542 (California Report of Independent Contractors) 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530, GC §34090; 29 USC 436
Finance /
Accounting FN-002
Accounts Payable / Vendor Files (All Records /
Reports - Includes Invoices, P.O.s, Travel
Expense Reimbursements, Postage,
Procurement Cards, Credit Card Transmittals,
Redemption Records, etc.)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; meets municipal government auditing standards; GC §34090
Finance /
Accounting FN-003 Audit Management Letters (not ACFR) 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Finance /
Accounting FN-004 Audit Work Papers 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Finance /
Accounting FN-005 Audits (Sales Tax, Single, Special, etc.) 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Finance /
Accounting FN-006
Bank Reconciliation / Statements, Transaction
Statements, Fiscal Agent Statements, Trustee
Statements, Investment Account Statements,
Bank Reconciliations, Wire Transfers, Check
Listing Audit Trail, Deposits, Cancelled Checks
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD For auditing purposes; GC §34090, 26 CFR 31.6001-1 City Clerk FN-009 Bonds (issuing documents retained by City Clerk)
Fully
Defeased +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Statute of Limitations for bonds, mortgages, trust deeds, notes or debentures is 6 years; Bonds issued by local governments are 10 years; IRS bond auditing regulations state, "…material records should generally be kept for as long as the bonds are
outstanding, plus 3 years after the final redemption date of the bonds; There are specific requirements for disposal of unused bonds; CCP §§336 et seq. 337.5(a); 26 CFR 1.6001-1(e): 26 CFR § 1.148-5(d)(6)(iii)(E); GC §43900 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 141
RECORDS RETENTION SCHEDULE: FINANCE
(Accounting, Payroll, Treasury)
Page FIN-2Ver. 33.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Finance /
Accounting FN-010 Budget Hearing / Review (Development
Documents / Preliminary Budget) 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Drafts - Department Preference; GC §34090.7
Finance /
Accounting FN-011 Budget Transfer Requests / Journals 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department Preference; City Clerk maintains originals; longer for administrative value; GC §34090.7
City Clerk FN-012 Budgets - Adopted P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; City Clerk is OFR: Must be filed with County Auditor; GC §34090, 40802, 53901
City Clerk FN-014 Annual Consolidated Financial Report (ACFR) P Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department Preference; City Clerk retains original permanently; GC §34090.7
Finance /
Accounting FN-015 Depreciation Schedules 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD For auditing purposes; GC §34090, 26 CFR 31.6001-1 Finance /
Accounting FN-064 Developer Trust Accounts / Deposits Close + 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; (meets municipal government auditing standards); GC §34090
Finance /
Accounting FN-016 Escheat (Unclaimed money / uncashed checks) Escheat + 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; All tangible property held by government agencies escheats after 3 years; Statute of Limitations is 1 year for seized property; CCP §§340(d), 1355. 1519; GC §34090 Finance /
Accounting FN-063 FEMA Claims / State Disaster Recovery Close Out
Letter + 3
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Consistent with other grants; 2 CFR 200.334, 24 CFR
570.502(b), 29 CFR 97.42, GC §34090; GC §8546.7
Finance /
Admin. FN-065 Financial Services Database Minimum 10
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
FERC requires 10 years for GLs, Subsidiary Ledgers and Journal Vouchers; 18 CFR 125.2 & 125.3; GC §34090
Finance /
Accounting FN-017 Fixed Assets - Auction / Disposal / Sales / Surplused 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Consistent with Accounts Receivable; Statute of limitations is 3 years; GC §34090, CCP §337
Finance /
Accounting FN-018 Fixed Assets - Inventory, Schedule of Infrastructure / Buildings P Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Includes permanent assets; GC §34090
Finance /
Accounting FN-019 Grants - Sheriff / Police Department
After
Funding
Agency
Audit, if
required -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Sheriff does not retain originals; Uniform Admin. Requirements for Grants to Local Governments is 3 years from expenditure report; CDBG is 4 years; HUD requires 5 years for programs covered by the consolidated plan; HUD 2228 2 rev-3;.2 CFR 200.334; 24 CFR 570.502(a)(7), 29 CFR 97.42, GC §34090; GC §8546.7
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 142
RECORDS RETENTION SCHEDULE: FINANCE
(Accounting, Payroll, Treasury)
Page FIN-3Ver. 33.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Finance /
Accounting FN-021 Indirect Cost Plans 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department Preference; IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; IRS Reg §31.6001-1(e)(2), R&T §19530, GC §34090
Finance /
Accounting FN-025 Journal Entries 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; Statute of Limitations is 4 years; GC §34090, CCP §337
Finance /
Accounting FN-026 Maintenance of Effort Calculations (Traffic Congestion Relief, Prop III, Measure A, etc.) 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Finance /
Accounting FN-027
Reports, Status Reports, Journals, Ledgers,
Reconciliations, Registers, Transaction
Histories, Balance Sheets, Budget Adjustments,
General Ledger - OLD Financial System
(could NOT re-create reports) (MONTHLY /
PERIODIC)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Finance /
Accounting FN-027.1
Reports, Status Reports, Journals, Ledgers,
Reconciliations, Registers, Transaction
Histories, Balance Sheets, Budget Adjustments,
General Ledger - NEW Financial System (CAN
re-create reports) (MONTHLY / PERIODIC)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference;, the Database is the official record, and can re-create reports when required; GC §34090
Finance /
Accounting FN-028 Reports: Monthly Revenue / Expenditure Status, Cash Flow (Crystal Reports) 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Department Preference; GC §34090
Finance /
Accounting FN-030
State / Federal Reports: State Controller's
Reports, Gas Tax Reports, Housing Successor
Agency Housing Assets Fund Report
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Consistent with periodic report / journal retention; GC §34090 Finance /
Accounting FN-031 Street Reports 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Consistent with periodic report / journal retention; GC §34090 Finance /
Accounting FN-032 Strong Motion Instrumentation (SMI) Report 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD Consistent with periodic report / journal retention; GC §34090 Finance /
Accounting FN-033 Tax Returns (Sales / Use, Fuel / User Use Fuel, etc.) 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; IRS Reg §31.6001- 1(e)(2), 26 CFR §1.6001-1, R&T §19530, GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 143
RECORDS RETENTION SCHEDULE: FINANCE
(Accounting, Payroll, Treasury)
Page FIN-4Ver. 33.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Finance /
Accounting FN-033.1 W-9's
Vendor
Inactive + 3
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC &OD Meets IRS auditing standards; GC §34090
Finance /
Accounting FN-034 Warrant Registers 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; Statute of Limitations is 4 years; GC §34090, CCP § 337
Finance /
Accounting FN-035 Warrants - Canceled (Cashed) / Voided 5 years Mag, Mfr, OD, Ppr S / I Yes: After
QC & OD
Department preference; Statute of Limitations is 4 years; GC §34090, CCP § 337
FINANCE / PAYROLL
Finance /
Lead Div. FN-036 Financial Services Database (Tyler Enterprise ERP)
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; meets municipal government auditing standards; Data Fields / Records are interrelated; GC §34090 Finance /
Payroll FN-037
DE-9 CA Quarterly Payroll Tax Return, DE-9C,
/ Adjustments, 941 Fed Quarterly Payroll Tax
Returns, 941-X Quarterly Tax Adjustments,
PERS / Medicare Adjustments, Federal Tax
Deposits, etc.
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; Published articles show permanent; IRS Reg §31.6001-1(e)(2), 26 CFR §1.6001-1, R&T §19530, GC §34090
Finance /
Payroll FN-038 Garnishments (all records - retained in Payroll File)
Separation +
5 years Mag, Ppr S / I Yes: After
QC & OD Department preference; GC §34090
Finance /
Payroll FN-039
Payroll File - by Employee (Includes, W-4, DE-4,
Direct Deposit forms, Leave Time Sellbacks,
Annual Leave Buys, Leave Donations, copies of
former Payroll Action Forms,
Benefit/Deduction/Accrual Adjustments,
satisfied Garnishments)
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference to match auditing standards;
EEOC/FLSA/ADEA (Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge; State Law requires 2 - 3 years; IRS: 4 years after tax is due or paid; Ca. FTB: 3 years; IRS Reg §31.6001-1(e)(2), 29CFR 516.5 - 516.6, R&T §19530, GC §34090; 29 CFR 1602.31 & 1627.3(a), 8 CCR §3204(d)(1) et seq., GC §§12946, 12960, 34090; 29 USC 1113
Finance /
Payroll FN-040 Payroll Registers (all biweekly Pay Day
Registers, except Detail Year-End) 5 years Mag, OD,
Mfr, Ppr S / I Yes: After
QC & OD
Consistent with periodic journals & reports; 29 CFR 516.5 - 516.6, GC §34090
Finance /
Payroll FN-041 Payroll Registers (Detail Year-end Registers) P Mag, OD, Mfr, Ppr S / I Yes: After
QC & OD
For use in reconstructing hours for PERS service for employees; 29 CFR 516.5 - 516.6, GC §34090
Finance /
Payroll FN-042 PERS Reports 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
PERS is OFR; retained to meet auditing standards; GC §34090 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 144
RECORDS RETENTION SCHEDULE: FINANCE
(Accounting, Payroll, Treasury)
Page FIN-5Ver. 33.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Finance /
Payroll FN-043 Time Sheets 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Auditing standards (audit + 4 years); IRS requires 4 years; Ca. requires 2 yr min.; FTB keeps 3 years; Published articles show 4 - 10 years; Other cities show 2 - 20 years; IRS Reg §31.6001- 1(e)(2), R&T §19530; LC § 1174(d); 29 CFR 516.5 & 516.6(c); GC §34090
Finance /
Payroll FN-044 W-2's, W-3 Transmittal of Wage / Tax
Statements 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
IRS: 4 yrs after tax is due or paid; Ca. FTB: 3 years; Articles show 7 years; IRS Reg §31.6001-1(e)(2), R&T §19530; 29CFR 516.5 - 516.6, 29USC 436, GC §34090
FINANCE / TREASURY
Finance /
Treasury FN-058
Accounts Receivable / Revenue (All Records /
Reports, including Auction Receipts / Records,
Taxes, TOT, Sales / Use Tax, Returned
Checks, Utility Users Tax Records /
Exemptions, Franchise Fees, False Alarm
Billings, except Parks / Recreation A/R
Records)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; meets municipal government auditing standards; GC §34090
Finance /
Treasury FN-008 Bond statements Maturity + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD For auditing purposes; GC §34090, 26 CFR 1.6001-1 Finance /
Treasury FN-060 Cash Receipts 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; meets municipal government auditing standards; GC §34090
Finance /
Treasury FN-061
Investment Files for Investment Transactions
Initiated by City Staff: Individual Transactions
(Broker confirmations, Certificates of Deposit,
Wire Transfers, Arbitrage, Bid data, bank rates,
etc.)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Supporting documentation for Investments of Operating Funds; meets auditing standards; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 145
RECORDS RETENTION SCHEDULE - FIRE Page F-1Ver 16.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
FIRE
Code &
Neighbor.
Services
FR-001 Abatements
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090.7
Fire FR-002
Chemical Use Report Form / Safety Data
Sheets (SDS) / Material Safety Sheet Data
Masters (MSDS) for substances used by
outside companies
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-records (responsibility of the business owner); GC
§34090 et seq.
Fire FR-003 FEMA Claims / State Disaster Recovery
Close Out
Letter + 3
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with other grants; 2 CFR 200.334; 24 CFR
570.502(b), 29 CFR 97.42, GC §34090; GC §8546.7
Fire FR-004 Disaster History P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Fire FR-005 Disaster Recovery Plan Superseded
+ 7 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Fire FR-006
Disaster Recovery Training / Events (includes
SEMS Training - Standardized Emergency
Management Systems Training) - COURSE
RECORDS (Attendance Rosters / Sign-in
Sheets, Outlines / Materials) - Excludes
Training Certificates
7 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with City-wide Training retention; Calif. Labor Division is required to keep their OSHA records 7 years; EEOC/FLSA/ADEA (Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge; State Law
requires 2 -3 years; 29 CFR 1627.3(b)(1), 8 CCR
§3204(d)(1) et seq., GC §§12946, 12960, 34090
Fire FR-007 Emergency Operations Plans (Standard
Operations Procedures)
Superseded
+ 7 years
Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
Department Preferences; GC §34090
Fire FR-018 Fire Citations / Notice of Violations
When No
Longer
Required -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 2/18/2025 - Hazard Reduction for vacant parcels
146
RECORDS RETENTION SCHEDULE - FIRE Page F-2Ver 16.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Fire FR-008 Fire Station Masters: Plans, Fire Pre-Plans (Hospitals, etc.)
Superseded
(minimum 2
years)
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Fire FR-009
Inspections: (Fire Protection System Plans,
Inspections, Sprinklers, Evacuation Plans,
Approvals, Inspections, Fires, Modification /
Alternative Methods / Materials, etc.)
P Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
CFC §§ 1.8.4.3.1, 104.6 104.7 and; CBC § 107.5; H&S
§19850; GC §34090
Fire FR-010 ISO Insurance Ratings Superseded
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Fire FR-011 Licensed Care Facility Files (Boarding, Day Care, Group Homes) P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Inspections required for Life of the Structure or Activity, or Minimum 5 years, Whichever is Longer; CFC §§ 104.7 - 104.7.6 104.6 –
104.6.4;104.6.4, 1.8.4.3.1, 104.7 – 104.7.4 and 107.5
City Clerk FR-012 Mutual Aid Agreements, Joint Power Authorities Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Originals Maintained by City Clerk Permanently; GC
§34090
Fire FR-013 One-time Permits (e.g. fireworks, etc.) Expiration + 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
CFC §104.6 104.7; GC §34090
Building FR-014 Plans / Plan Checks: Master Plans, Specific Plans, etc.
Life of the
Building
Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
Department Preference; Fire Plans may contain
additional / different information than Building or Public Works; CFC §§ 104.7 - 104.7.6 104.6 – 104.6.4;104.6.4,
1.8.4.3.1, 104.7 – 104.7.4 and 107.5 GC §34090
Fire FR-015 Standard Operating Procedures / Policy /
Procedure Manual
Superseded
+ 3 years
Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
Statute of Limitations for Health Providers is 3 years; CCP §340.5, GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 2/18/2025 147
RECORDS RETENTION SCHEDULE - FIRE Page F-3Ver 16.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Fire FR-016 Volunteer / Unpaid Intern Applications /
Agreements - Successful
Inactive /
Separation +
3 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference (Courts treat volunteers as
employees); EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer, selection, or
discharge; 29 CFR 1602.31 & 1627.3(b)(1)(i)&(ii), GC
§§12960, 34090
Fire FR-017
Volunteer / Unpaid Intern Applications /
Agreements - Unsuccessful / Pending
Applicants
3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference (Courts treat volunteers as
employees); EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer, selection, or
discharge; 29 CFR 1602.31 & 1627.3(b)(1)(i)&(ii), GC
§§12960, 34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 2/18/2025 148
RECORDS RETENTION SCHEDULE - HOUSING Page HOU-1Ver. 22.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
HOUSING
Housing HOU-000
Housing Plans: Consolidated Annual
Performance / Evaluation Review (CAPER) /
Comprehensive Housing Affordability Strategy
(CHAS) / Consolidated Action Plan / Analysis of
Impediments to Fair Housing Choices / Citizen
Participation Plan / Action Plans, etc.
Expiration +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Required for 5 years; 24 CFR 91.105(h); 24 CFR
92.508(a); GC §3409
Housing HOU-001
Housing Programs: Affordable Housing
Projects, Rehabilitation, etc.
WITH a Recapture / Resale Restriction
Deeds are sent to City Clerk
5 years after
the
Affordability
Period
Terminates,
or the
Written
Agreement
Terminates,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
HUD requires 5 years after the project completion;
documents imposing recapture / resale restrictions are
5 years after the affordability period terminates; Uniform Admin. Requirements for Grants to Local Governments
is 3 years from expenditure report; 2 CFR 200.334; 24
CFR 92.508(a)&(c) & 570.502(a)(16), 982.158,
884.214; 29 CFR 97.42, GC §34090
Housing HOU-002
Housing Programs: Affordable Housing
Projects, Rehabilitation, etc.
WITHOUT a Recapture / Resale Restriction
Deeds / Insurance are sent to City Clerk
Loan Pay-off
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
HUD requires 5 years after the project completion;
documents imposing recapture / resale restrictions are
5 years after the affordability period terminates; Uniform Admin. Requirements for Grants to Local Governments
is 3 years from expenditure report; 2 CFR 200.334; 24
CFR 92.508(a)&(c) & 570.502(a)(16), 982.158,
884.214; 29 CFR 97.42, GC §34090
Housing HOU-003 Loan Applications Rejected (First Time Home Buyers, Life/Safety, Rehabilitation, HOME, etc.) 6 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department preference; Federal regulations require 3 6
years for all ineligible applications whether approved or denied; 24 CFR § 982.158(f)(2); GC §34090 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 149
RECORDS RETENTION SCHEDULE - HOUSING Page HOU-2Ver. 22.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Housing HOU-004
Preliminary Application Form (required for a
housing development project that includes
residential units; form is provided by California
Department of Housing / Community
Development
5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Various benchmarks are placed using the number of
residential dwelling units on the project site within the last five years; GC §§34090, 66300.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 150
RECORDS RETENTION SCHEDULE: HUMAN RESOURCES
(Risk Management)
Page HR-1Ver. 26.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
HUMAN RESOURCES
Human
Resources HR-000 Human Resources Database (Tyler Enterprise ERP)
Indefinite -
Minimum
Separation +
30 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; meets retention mandates for employee medical records; GC §34090
Human
Resources HR-030 1095-C, 1094-C (Employer-Provided Health Insurance Offer / Coverage / Transmittal Form) 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Instructions state "Generally, keep copies of information returns you filed with the IRS or have the ability to reconstruct the data for at least 3 years, from the due date of the returns" ; GC §34090
Human
Resources HR-001 Accident, Injury / Incident reports for
EMPLOYEES
(Filed in
Workers
Comp. File)
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Human
Resources HR-002
Applications for Employment / Resumes:
Unsolicited (no open position), candidates not
hired. (Note: Applications for open positions
are kept in the Recruitment file, applications for
selected employees are kept in their Personnel
file - see other appropriate records descriptions)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Sent back to applicant; No positions open; therefore not deemed part of City recruitment practices; considered a transitory record not materially impacting the conduct of the public's business; GC §34090 Human
Resources HR-004
California Civil Rights Department (CRD) /
Department of Fair Employment / Housing
(DFEH / EEOC) Claims / Harassment Claims
that are resolved administratively
Final
Disposition +
4 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
All State and Federal laws require retention until final disposition of formal complaint; State requires 4 2 years after action is taken; GC §§12946, 12960, 34090
Human
Resources HR-028
Changes to Payroll: Address changes, Direct
Deposit Forms, Vacation / Comp Time Sales,
etc.)
5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; consistent with Payroll Registers; GC §34090 Human
Resources HR-003
Classification / Compensation / Reorganization
Studies (for employee classifications /
department structures)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Bureau of National Affairs recommends 2 years for all supplementary Personnel records; Wage rate tables are 1 or 2 years; State requires 2 years; 29 CFR 516.6, 29 CFR 1602.14, GC §§12946, 12960, 34090 Human
Resources HR-004.6 Deferred Compensation Statements -
Employee's Reports 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD 1
year
Department preference; Published articles for bank statements show 4 -7 years; GC §34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 151
RECORDS RETENTION SCHEDULE: HUMAN RESOURCES
(Risk Management)
Page HR-2Ver. 26.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Human
Resources HR-004.7 Deferred Compensation Statements -
Employer's Reports 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD 1
year
Department preference; GC §34090
Lead
Depart. HR-005 DMV Pull Notices
When
Superseded
or
Separation +
2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Information is Cumulative; Transitory or source records not retained in the ordinary course of business;; Bureau of National Affairs recommends 2 years for all supplementary Personnel records; GC §34090
Human
Resources HR-006 Drug / Alcohol Testing / D.O.T files 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
D.O.T. Requires 5 years for positive tests, refusals, annual summaries, etc., 1 year for negative tests; EEOC / FLSA / ADEA (Age) requires 3 years physical examinations; State Law requires 2 years; 29 CFR 1627.3(b)(1)(v), GC §§12946, 12960, 34090; 49 CFR 655.71 et seq.; 49 CFR 382.401 et seq. 49 CFR 653.71
Human
Resources HR-007 EEO-4 Reports 10 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; 29 CFR 1602.30; 29 CFR 1602.31, 29 CFR 1602.32; GC §34090
Human
Resources HR-009 Employee Recognition / Performance Awards (e.g. Employee of the Quarter) 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Human
Resources HR-008 Employee Service Awards 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Human
Resources HR-010 Grievances (escalated from Departments when not resolved by the department)
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
City's Preference; Lead Department is OFR for grievances resolved in their department; All State and Federal laws require retention until final disposition of formal complaint; State requires 4 2 years after action is taken;29 CFR 1602.31 & 1627.3(b)(1), GC §§12946, 12960, 34090; 29 USC 1113, LC 1174
Human
Resources HR-011 I-9's
Employee
Termination
+ 3 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-citizens must re-certify periodically; I Required for 1 year from termination or 3 years from hiring, whichever is later; EEOC / FLSA / ADEA (Age) requires 3 years for "any other forms of employment inquiry"; State Law requires 2 -3 years; 8 CFR 274a.2; 29 CFR 1627.3(b)(1), GC §§12946, 12960, 34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 152
RECORDS RETENTION SCHEDULE: HUMAN RESOURCES
(Risk Management)
Page HR-3Ver. 26.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Finance /
Accounting HR-012 Insurance Statement Reconciliation 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Retained through annual audit period; GC §34090 et seq.
Human
Resources HR-012.5 IRS 5500 Forms (Employee Benefit Plans) 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
IRS: 4 years after tax is due or paid (longer for auditing & contractor delinquency); Ca. FTB: 3 years; Published articles show permanent; IRS Reg §31.6001-1(e)(2), 26 CFR §1.6001-1, R&T §19530, GC §34090
Human
Resources HR-013 Job Specifications
When
Superseded
Minimum 4
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
State law requires 4 years; Bureau of National Affairs recommends 2 years for all supplementary Personnel records; GC §§12946, 12960, 34090
Human
Resources HR-032 Labor Distribution Reports
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD 1
year
The database is the original and can re-create reports; GC §34090 Human
Resources HR-014 LiveScan Fingerprint Clearances 70 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference to protect City in the event of past employee misconduct; DOJ allows retention for legitimate business needs; must be maintained in a secure and confidential file; DOJ Information Bulletin No. 02-17-BCII; GC § 34090 et seq.
City Clerk HR-015 Memorandas of Understanding Indefinite Mag, Mfr, OD, Ppr S/I
Yes:
After QC
& OD
Copies maintained for staff convenience; GC §34090.7
Human
Resources HR-016 Negotiations: Employee Associations Superseded + 5 years
Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
For use in interpreting intent of MOU provisions; EEOC / FLSA requires 3 years for MOUs; State requires 2 years; 29 CFR 516.5, GC §§12946, 12960, 34090
Human
Resources HR-018 Personnel Benefit File (includes COBRA) Termination
of Service +
5 years
Mag, OD,
Mfr, Ppr S / I
Yes:
After QC
& OD
Retained to cover auditing standards; GC §34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 153
RECORDS RETENTION SCHEDULE: HUMAN RESOURCES
(Risk Management)
Page HR-4Ver. 26.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Human
Resources HR-019 Personnel Files - Medical File (all employees) Whichever is
Longer:
Separation +
30 years, or
Termination
of Benefits +
5 years, or
Death of
Employee +
5 years,
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Files maintained separately; Claims can be made for 30 years for toxic substance exposure; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i); GC §§12946, 12960, 34090; LC §1198.5
Human
Resources HR-020
Personnel Files - Regular, Active, Permanent,
Non-Regular, Temporary / Part-time
Employees
Separation +
7 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department Preference; statute of limitations for retirement benefits is 6 years from last action; EEOC/FLSA/ADEA (Age) requires 3 years for promotion, demotion, transfer, selection, or discharge; State Law requires 4 years; 29 CFR 1602.14, 29 CFR 1602.31 & 1627.3(b)(1), GC §§12946, 12960, 34090; 29 USC 1113, LC §1198.5, 6 CFR
31.6001-1(e)(2); GC §3105
Human
Resources HR-021 Personnel Files - Workers Compensation File (all employees)
Whichever is
Longer:
Separation +
30 years, or
Termination
of Benefits +
5 years, or
Death of
Employee +
5 years,
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Files maintained separately; Claims can be made for 30 years for toxic substance exposure; 8 CCR §3204(d)(1) et seq., 8 CCR 5144, 8 CCR 15400.2; 29 CFR 1910.1020(d)(1)(i); GC §§12946, 12960, 34090 Human
Resources HR-022 Personnel Rules / Regulations Superseded + 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Copies; GC §34090.7
Human
Resources HR-041 Recruitment Database (NeoGov) 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department preference; Per NeoGov Policy; 29 CFR 1627.3(b)(1), 29 CFR 1602.14; 2 CCR 11013(c); GC §§12946, 12960, 34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 154
RECORDS RETENTION SCHEDULE: HUMAN RESOURCES
(Risk Management)
Page HR-5Ver. 26.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Human
Resources HR-023
Recruitment File - Applications for persons not
selected, Equal Employment Opportunity Data,
Interview Notes, etc.,
4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; EEOC / FLSA / ADEA (Age) requires 1-3 years; State Law requires 4 years; 29 CFR 1627.3(b)(1), 29 CFR 1602.14; 2 CCR 11013 7287.0(c)(2), 29 CFR 1627.3(b)(1), GC §§12946, 12960, 34090
Human
Resources HR-024 Recruitment File - Master Test "Close Out" File 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Lists are good for one year, and can be extended 1 year; EEOC / FLSA / ADEA (Age) requires 1-3 years; State Law requires 4 years; 29 CFR 1602 et seq & 1627.3(a)(5) and (6), GC §§12946, 12960, 34090
Human
Resources HR-025 Recruitment File - Test Answer Sheets
submitted by applicants 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
EEOC / FLSA / ADEA (Age) requires 1-3 years; State Law requires 4 years; 29 CFR 1602 et seq & 1627.3(a)(5) and (6), 2 CCR 11013 7287.0(c)(2); 29 CFR 1627.3(b)(1), GC §§12946, 12960, 34090 Human
Resources HR-026 Salary Surveys
When No
Longer
Required -
minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with Classification / Compensation / Reorganization Studies; GC §34090
Human
Resources HR-026.2 Verifications of Employment, Child Support, etc. (From lenders / other outside companies)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Not an Agency record / Content does NOT relate in a substantive way to the conduct of the public's business; GC §34090 et seq Human
Resources HR-026.4
Workplace Violence – Hazard identification,
evaluation, correction, incident logs,
investigations, Training, etc.
5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
LC §6401.9(f), GC §34090
HUMAN RESOURCES / RISK MANAGEMENT
Human
Resources /
Risk
Manage
HR-026.5
SDS Masters (Safety Data Sheets) / MSDS
Masters (Material Safety Data Sheets) /
Chemical Use Report Form (/ records of the
chemical / substance / agent, where / when it
was used)
30 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
MSDS may be destroyed as long as a record of the chemical / substance / agent, where & when it was used is maintained for 30 years; Applies to qualified employers; Claims can be made for 30 years for toxic subst. exposure; 8 CCR 3204(d)(1)(B)(2 and 3), 29 CFR 1910.1020(d)(1)(ii)(B), GC §34090
CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 155
RECORDS RETENTION SCHEDULE - LAND DEVELOPMENT Page LD-1Ver. 23.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
LAND DEVELOPMENT
City Clerk LD-001 Easements - Real Property P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department preference; Infrastructure; GC §34090
Land
Develop. LD-002
Encroachment Permits: Permanent
(Sidewalk, Driveway Approach, Curb /
Gutter, Monitoring Well,
Waterway/Creeks, Reclaimed Water,
Access, Fence / Wall, Attachments,
Utility, Sanitary Sewer, Storm Drain,
Water, Swimming, Pool/Spa, etc.)
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; CCP § 337 et. Seq.; GC § 34090
Land
Develop. LD-003
Encroachment Permits: Temporary
(Block Parties, Parades, Oversized Load,
Debris Box, Awning, Banner,
Construction Trailer, Street Cut, Paving,
etc.)
Expiration +
4 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Covers statute of limitations for contracts (4 years); CCP § 337 et. Seq.; GC § 34090
Land
Develop. LD-004 Fees: Plan Check, Inspection, Permit / Impact Fees 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Meets auditing standards; GC §34090
Land
Develop. LD-005
Maps, Plans, Plats / Drawings (ALL -
Drainage, Grading, Sewer, Subdivision,
Survey, Water, etc.)
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Drafts should be destroyed; Some maps are also retained by Planning; Selected maps are retained in Public Works for administrative purposes; GC §34090, 34090.7
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 156
RECORDS RETENTION SCHEDULE: LIBRARY Page L-1Ver. 10.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
LIBRARY
Library LB-001
Agreements / Contracts: Miscellaneous
Library Purchases, . (e.g. book purchases,
copier service, Performers, Presenters, security
guards, collection agency, etc. - Not
Infrastructure projects)
Completion
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Exception to City-wide standards because of high
volume and errors & omissions statute of limitations are not applicable; Statute of Limitations is 4 years; CCP
§§337. 337.1(a), 337.15, 343; GC §34090
Library LB-002 Facility Rental Applications (Room
Reservations, etc.) 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Library LB-003 Friends of the Library (all records)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-records; GC §34090
Lead
Dept. LB-004 CLLS (California Library Literacy Services) Final
Expenditure
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Per California State Library Records Management
Program Requirements (April 27, 1998); GC §34090
Library LB-005 Inter-Library Loan Records (not accessible to the public) 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Library LB-006 Library Statistical Circulation Report (Annual) 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Library LB-007 Library Statistical Circulation Report (Monthly) 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Library LB-008 Patron Registrations / Library Cards
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Preliminary Drafts / Content Not Substantive (entered
into Library database); GC §34090
Library LB-009 Programs (e.g. Summer Reading) 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 157
RECORDS RETENTION SCHEDULE: LIBRARY Page L-2Ver. 10.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Library LB-010 Release Forms (Artists / Exhibitor's) 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 158
RECORDS RETENTION SCHEDULE: MAINTENANCE AND OPERATIONS Page M&O-1Ver. 24.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
MAINTENANCE AND OPERATIONS
Maint. &
Operations M&O-001 AQMD Permits (Fuel Station, Compressors, Generators) 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
40 CFR 70.6; GC §34090
Maint. &
Operations M&O-002 CAL-OSHA , Inspections / Citations, Log 200, Log 300 / Administration 7 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Calif. Labor Division is required to keep their records 7 years; OSHA requires 5 years; State law requires 2 years; 8 CCR §§14300.33, 14300.44; 8 CCR §3203(b)(1); GC §34090 et
seq.; LC §6429c
Maint. &
Operations M&O-003 Daily Journals 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Maint. &
Operations M&O-004 Fuel Usage, Storage, Records 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Consistent with Cash receipts (maintained for auditing
purposes); GC §34090
Maint. &
Operations M&O-005 Generator Operation Logs 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
AQMD Rule 1470; Form 400–E–13a instructions, GC §34090
Maint. &
Operations M&O-006 Non Hazardous Waste Manifests 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Maint. &
Operations M&O-007
Pre-Trip Inspections / Vehicle Safety Checks /
Daily Vehicle Inspections / Daily Equipment
Checks
2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
13 CCR 1234(e); VC 34505.5(c); 49 CFR 396.11; GC
§34090
Maint. &
Operations M&O-008 Scheduled Maintenance (Equipment, Storm Drains, etc.) 10 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; CCP §§338 et seq., 340 et seq.,
342, GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 159
RECORDS RETENTION SCHEDULE: MAINTENANCE AND OPERATIONS Page M&O-2Ver. 24.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Maint. &
Operations M&O-009 Underground Service Alerts (USA's) / Dig Alerts 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; EPA FAQs recommend Life of the
Tank; applies to both Tier I and Tier II Tanks; (Tier II tanks are required to have an integrity test every 20 years); GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 160
RECORDS RETENTION SCHEDULE: MAINTENANCE AND OPERATIONS Page M&O-3Ver. 24.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Maint. &
Operations M&O-010 Uniform Hazardous Waste Manifests P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; (City has "cradle to grave" liability); only 3 years is mandated; 40 CFR 262.40, 8 CCR
3204(d)(1)(A), 22 CCR 66262.40
Maint. &
Operations M&O-011 Vehicle / Equipment Maintenance History Life of
Vehicle or
Equipment +
2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; If a motor carrier, required for 18 months after vehicle is sold; CHP requires life of vehicle; OSHA requires 1 year; 8 CCR § 3203(b)(1); 49 CFR
396.21(b)(1); 49 CFR 396.3(c); CCP §337 et. seq., 13 CCR 1234(f); GC §34090
Dept.
Providing
Service /
Work
M&O-012
Work Orders / Service Requests CMMS
DATABASE (Computerized Maintenance
Management System)
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Data is interrelated; GC §34090
Dept.
Providing
Service /
Work
M&O-013
Work Orders / Service Requests (Department
providing service retains originals; department
requesting service is considered a copy)
3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with operational complaints; CCP §§338 et seq., 340 et seq., 342, GC §§945.6, GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 161
RECORDS RETENTION SCHEDULE: MEDIA AND COMMUNICATIONS Page M&C-1Ver. 12.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
MEDIA AND COMMUNICATIONS
Media &
Commun. M&C-001 Cable TV Bulletin Board (Announcement)
Records
When No
Longer
Required
Mag, Mfr,
OD, Ppr S/I Yes: After
QC & OD Transitory Records; GC §34090 et seq.
Media &
Commun. M&C-002 Cable TV Franchise Agreement Administration Term of
Franchise +
10 years
Mag, Mfr,
OD, Ppr S/I Yes: After
QC & OD
Statute of Limitations for Errors & Omissions is 10 years; Published Audit Standards=4-7 years; Statute of Limitations:
Contracts & Spec's=4 years, Wrongful Death=comp. + 5 years, Developers=comp. + 10 years; CCP §§336(a), 337 et. seq., GC §34090
Media &
Commun. M&C-003 Cable TV Requests / Complaints 5 years Mag, Mfr, OD, Ppr S/I Yes: After
QC & OD
Department Preference; Statute of Limitations for personal property, fraud, etc. is 3 years; Claims must be filed in 6 months; CCP §§338 et seq., 340 et seq., 342, GC §34090
Media &
Commun. M&C-004 General Photographs 100 days Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Transitory or draft records; GC §34090
Media &
Commun. M&C-005 Graphics Projects 3 years Mag, Mfr,
OD, Ppr S/I Yes: After
QC & OD Department Preference; GC §34090
Media &
Commun. M&C-006 Historically Significant Photographs P Mag, Mfr, OD, Ppr S/I Yes: After
QC & OD Department Preference; GC §34090
Media &
Commun. M&C-008 Press Releases 2 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD GC §34090
Media &
Commun. M&C-009
City Council, Redevelopment,, Planning
Commission, Boards / Commissions (All):
Recordings - AUDIO RECORDINGS of
Meetings / Audio Tapes
Minimum 4
years Mag
City preference to match Council Members terms; Video tapes recordings of meetings are only required for 90 days; GC §34090.7; Administrative Policy #2.31, Moreno Valley Municipal Code §2.60.050
Media &
Commun. M&C-009.5
City Council, Redevelopment,, Planning
Commission, Boards / Commissions (All):
Recordings - VIDEO RECORDINGS of
Meetings / Video Tapes
Minimum 4
years Mag
City preference to match Council Members terms; Video tapes recordings of meetings are only required for 90 days; GC §34090.7; Administrative Policy #2.31, Moreno Valley Municipal Code §2.60.050
Media &
Commun. M&C-010
Recordings - Video Tapes / Video Recordings:
News, etc. (whether / not they are produced by
MVTV-3)
100 days Mag Routine video monitoring tapes are only required for 100 days (Meetings are required for 90 days); GC §§34090.6, 34090.7 CITY OF MORENO VALLEY, CA ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 162
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-1Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
PARKS AND COMMUNITY SERVICES / ADMINISTRATION
Parks &
Comm.
Services. /
Admin.
P&CS-001 Golf Course Daily Logs (Tee times, operations, etc.) 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Retained for auditing purposes; GC §34090
Parks &
Comm.
Services. /
Admin.
P&CS-002 Strategic Plan / Master Plan for Department
Services P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
For Historical Purposes -- Transferred from Public Works upon project completion; GC § 34090
City
Attorney P&CS-003 Accident, incident, injury reports: PUBLIC,
CITY VEHICLES, EQUIPMENT
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Copies retained for reference; GC §34090.7
Parks &
Comm.
Services. /
Admin.
P&CS-048 CAL-OSHA , Inspections / Citations, Log 200,
Log 300 / Administration 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Calif. Labor Division is required to keep their records 7 years; OSHA requires 5 years; State law requires 2 years; 8 CCR §§14300.33, 14300.44; 8 CCR §3203(b)(1); GC §34090 et
seq.; LC §6429c
Parks &
Comm.
Services. /
Admin.
P&CS-004 Photographs of historical significance P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference for Historical Purposes ; GC § 34090 Parks &
Comm.
Services. /
Admin.
P&CS-005 Brochures P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference for Historical Purposes ; GC § 34090
PARKS AND COMMUNITY SERVICES / GRANTS
Lead Dept. P&CS-006 Grants - Childcare (SUCCESSFUL Reports, / Financial Information) 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Uniform Admin. Requirements for
Grants to Local Governments is 3 years from expenditure report; HUD requires 3 years; HUD 2228.2 rev-3, 2 CFR
200.334; 24 CFR 570.502(a)(7), 29 CFR 97.42, GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 163
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-2Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Lead Dept. P&CS-047 Child / Adult Care Food Program - CACFP 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Uniform Admin. Requirements for
Grants to Local Governments is 3 years from expenditure report; HUD requires 3 years; HUD 2228.2 rev-3, 2 CFR
200.334; 24 CFR 570.502(a)(7), 29 CFR 97.42, GC §34090
Lead Dept. P&CS-007
Grants - Office of Criminal Justice Planning
(SUCCESSFUL Reports, / Financial
Information)
Grant
Termination
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Office of Criminal Justice Planning Requirement §8710
PARKS AND COMMUNITY SERVICES / PARKS
Parks &
Comm.
Services /
Parks
P&CS-008 Landscape Architect / Plans (Blue Line
Copies): City / City-maintained Projects P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Parks &
Comm.
Services /
Parks
P&CS-009
Park Maintenance Logs: Security, Park Ranger
Daily Logs / Statistics, Maintenance Daily Logs
:
2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Parks &
Comm.
Services /
Parks
P&CS-010 Park Ranger Program (Incident Reports,
Citations regarding parking, drinking, etc.) 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Parks &
Comm.
Services /
Parks
P&CS-011 Parks - Historical Files (Grand Opening,
Buildings, Major Renovations, etc.) P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Parks &
Comm.
Services /
Parks
P&CS-012
Projects - Parks: NON-INFRASTRUCTURE
Final Specifications / Plans (Re-Surfacing, Re-
Turfing, Maintenance, etc.).
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Transferred from Public Works upon project completion;
Consistent with Agreement / Contract Administration; CCP §§337. 337.1(a), 337.15, GC §34090
Parks &
Comm.
Services /
Parks
P&CS-013
Projects: Master Plans, Aqueducts, Parks, /
Open Space (Includes environmental
determinations)
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
For Historical Purposes; Projects are transferred from Public Works upon project completion; GC § 34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 164
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-3Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Parks &
Comm.
Services /
Parks
P&CS-014 Statistics 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
PARKS AND COMMUNITY SERVICES / PARKS MAINTENANCE
Parks &
Comm.
Services /
Parks
Maint.
P&CS-016 Asbestos Removal Projects Completion
+ 30 years
Mag, Mfr,
OD, Ppr S/I
Yes:
After QC
& OD
Claims can be made for 30 years for toxic subst. exposure; 29 CFR 1627.3(b)(1)(2), 8 CCR §3204(d)(1) et seq., GC
§34090
Parks &
Comm.
Services /
Parks
Maint.
P&CS-017 Asset History (in Work Order System - includes playground equipment) 10 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference to cover all statute of limitations; GC §34090, CCP §337 et seq.
Parks &
Comm.
Services /
Parks
Maint.
P&CS-018 Backflow Tests (for building fire flow tests) 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Parks &
Comm.
Services /
Parks
Maint.
P&CS-020 Daily Vehicle Inspections 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
13 CCR 1234(c); GC §34090
City
Attorney P&CS-021 Incident File (Citizens / Employees)
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Copies; GC §34090.7
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 165
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-4Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Parks &
Comm.
Services /
Parks
Maint.
P&CS-022 Maintenance Reports (by park) 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Parks &
Comm.
Services /
Parks
Maint.
P&CS-023 Pesticide / Herbicide Permits 5 years Mag, Mfr, OD, Ppr S/I
Yes:
After QC
& OD
Department Preference (agricultural pesticide records are required for 2 years); GC §34090; 3 CCR 6623, 40 CFR
110.3(d)
Parks &
Comm.
Services /
Parks
Maint.
P&CS-024 Vehicle Forms - Daily Use
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Transitory Records; GC §34090 et seq.
Dept.
Providing
Service /
Work
P&CS-025
Work Orders / Service Requests (Department
providing service retains originals; department
requesting service is considered a copy)
3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with operational complaints; CCP §§338 et seq., 340 et seq., 342; GC §34090
PARKS AND COMMUNITY SERVICES / RECREATION
Parks &
Comm.
Services. /
Recreation
P&CS-026 Agreements for Contractors: Class Instructors etc.
Completion
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with City-wide standards; GC §34090
Parks &
Comm.
Services. /
Recreation
P&CS-027 Alcohol Use Permits 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Recreation
P&CS-028 Birth Certificates
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-records retained for reference; GC §34090 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 166
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-5Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Parks &
Comm.
Services. /
Recreation
P&CS-029 Class Registration Forms - City Sponsored
Activities (includes sports programs) 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Recreation
P&CS-030
Field Permit Contracts, Facility Renewal
Requests / Use Permits, Rental Contracts
(Banners, Schools, Room Reservations, Club
House Rentals, Park Use / Rentals, etc.)
4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Recreation
P&CS-031 Liability Waiver for Recreation Activities /
Classes 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Recreation
P&CS-032 Programs (Childcare, Dancing, etc.) 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference to be consistent with registration, permits, etc..; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Recreation
P&CS-033 Recreation Class Database 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference to be consistent with registration, permits, etc..; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Recreation
P&CS-035 Special Events - City Sponsored / Co-
Sponsored 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Fire P&CS-036 Volunteer Emergency Contact Forms Inactive / Separation
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Parks &
Comm.
Services. /
Recreation
P&CS-037 Youth Services Committee P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 167
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-6Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
PARKS AND COMMUNITY SERVICES / SENIOR COMMUNITY CENTER
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-038 Agreements for Contractors: Class Instructors etc.
Completion
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with City-wide standards; §34090
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-039 Alcohol Use Permits 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-040 Class Registration Forms - City Sponsored
Activities (includes sports programs) 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-041
Field Permit Contracts, Facility Renewal
Requests / Use Permits, Rental Contracts
(Banners, Schools, Room Reservations, Club
House Rentals, Park Use / Rentals, etc.)
4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-042 Liability Waivers for Field Trips, etc. 4 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Statute of Limitations any "...liability founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 168
RECORDS RETENTION SCHEDULE: PARKS AND COMMUNITY SERVICES (Admin., Grants, Parks, Parks Maintenance, Recreation, Sr. Community Center) Page P&CS-7Ver. 21.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-045 Senior Food Sharing Project Registrations
(Confidential) 4 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
City administers program for the County; meets Uniform
Grant Requirements; Uniform Admin. Requirements for
Grants to Local Governments is 3 years from expenditure report; 2 CFR 200.334; 24 CFR 570.502(b), 29 CFR 97.42, GC §34090
Parks &
Comm.
Services. /
Senior
Commun.
Center
P&CS-044 Seniors' Emergency Contact Forms Inactive /
Separation
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 169
RECORDS RETENTION SCHEDULE - PLANNING Page CD/PL-1Ver. 30.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
PLANNING
Planning PL-001 Alcoholic Beverage License Application Copies / Notices
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-records
Planning PL-001.2 Cultural Preservation Advisory Board - AGENDA PACKETS P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC §34090
Planning PL-001.3 Cultural Preservation Advisory Board - MINUTES / RESOLUTIONS P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090(e)
Planning PL-001.4 Environmental / Historical Preservation Board - AGENDA PACKETS P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC §34090
Planning PL-002 Environmental / Historical Preservation Board - MINUTES P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090(e)
Planning PL-003 Environmental / Historical Preservation Board - RESOLUTIONS P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Planning PL-004
Environmental Determinations (Environmental
Impact Reports (EIRs), Negative Declarations,
etc.) Inside City boundaries
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Kept in project files; Final EIRs are required to be kept a "reasonable period of time"; 14 Cal Code Regs
§15095(c); GC §34090
Planning PL-004.1
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
Categorical Exceptions, etc.) / CEQA / NEPA
Correspondence / staff notes that provide
insight into the project / the agency’s CEQA
compliance with respect to the project
Project
Approval or
Denial + 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Not all internal communications and notes are required to be saved; "E-mails that do not provide insight into the project or the agency’s CEQA compliance with respect to the project — are not within the scope of section 21167.6, subdivision (e) and need not be retained." Golden Door
Properties, LLC v. Superior Court of San Diego County
(County of San Diego, et al., Real Parties in Interest) (53 Cal.App.5th 733); PRC 21167,6; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 170
RECORDS RETENTION SCHEDULE - PLANNING Page CD/PL-2Ver. 30.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Planning PL-005
Environmental Determinations (Environmental
Impact Reports (EIRs), Negative Declarations,
etc.) Outside City boundaries
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Non-records
Planning PL-005.1 General Plan Committee - AGENDA PACKETS Minimum 2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
All recommendations are made to the City Council for
adoption; GC §34090
Planning PL-005.2 General Plan Committee -MINUTES /
RESOLUTIONS P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090(e)
City Clerk PL-006 General Plan, General Plan Elements,
Amendments Approved by the City Council P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; City Clerk Maintains originals of all documents that were presented to Council; GC §34090 Lead Dept. PL-007 Historical Landmarks (Properties on Local, State, / National Registers) P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Planning PL-007.5 Planning Commission - AGENDA PACKETS P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC §34090
City Clerk PL-008 Planning Commission - MINUTES P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
City Clerk is OFR; GC §34090.7
Planning PL-009 Planning Commission - RESOLUTIONS P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 171
RECORDS RETENTION SCHEDULE - PLANNING Page CD/PL-3Ver. 30.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Planning PL-010
Planning Project Files (Permanent
Entitlements)
Permanent Records May Include:
Application, Environmental Determinations
(EIRs, Categorical Exemptions, Negative
Declarations), Staff Reports, Copies of
Resolutions / Staff Reports, Notice, Studies
Plans
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Projects have a 3 year approval timeframe (applicant
must pull permit within 3 years) -- those applications in which the applicant does not follow through with permit may be destroyed after the approval period has expired.
Some permits must obtain Council approval, and
therefore the City Clerk becomes office of record for
material presented to Council; Department maintains
complete files for administrative purposes; GC§§34090,
34090.7
Planning PL-010.1
Planning Project Files (Entitlements)
2 year Records May Include: Correspondence
(internal / external), certified mail receipts,
Noticing address List, from assessor files,
Stormwater Pollution Prevention Plans
2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Planning PL-010.2
Planning Project Files (Entitlements)
Preliminary Drafts / Reference May Include::
Business Cards, Photographs, Transmittals
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Preliminary drafts / content Not Substantive; GC §34090 Planning PL-011 Planning Project Files (Entitlements):
DENIED / NOT APPROVED 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC§§34090, 34090.7
Planning PL-012 Planning Project Files (Entitlements):
WITHDRAWN / EXPIRED 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Projects have a 3 year approval
timeframe (applicant must pull permit within 3 years) -- those applications in which the applicant does not follow through with permit may be destroyed after the approval period has expired; GC§§34090, 34090.7
Planning PL-013 Sign Applications P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference because permits are stored in
Permits Plus; Statute of Limitations any "...liability
founded upon an instrument in writing" or not specifically provided for is 4 years; GC §34090, CCP §§337, 343
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 172
RECORDS RETENTION SCHEDULE - PLANNING Page CD/PL-4Ver. 30.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Planning PL-014
Temporary Use Permits (Temporary Signs,
Carnivals, Tent Sales, Pumpkin, Tree lots, etc.),
Banner Permits, Home Occupation Permits
Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Planning PL-015 Zone Maps (History)
When No
Longer
Required -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; City Clerk Maintains documents
that are presented to Council; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 173
RECORDS RETENTION SCHEDULE: POLICE Page PD-1Ver. 11.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
POLICE
Police PL-001 Anti-Graffiti Program (AGP) Files 7 years Mag, Mfr, OD, Ppr M / S / I
Yes:
After QC
& OD
Department Preference for civil litigation; CCP §337 et seq., GC §34090
Police PL-002 Bingo Licensing Files 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Police PL-003 False Alarms, Notice of Appeals 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Police PL-004 PAL Records / Field Trips (Grant funded Middle school program) 7 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Some grant funding agencies require audits; Statute of
Limitations for Errors & Omissions is 10 years;
Published Audit Standards=4-7 years; Statute of
Limitations: Contracts & Spec's=4 years, Wrongful
Death=comp. + 5 years, Developers=comp. + 10 years;
CCP §§336(a), 337 et. seq., 2 CFR 200.334; 24 CFR
91.105(h), 92.505, 570.490, & 570.502(a), OMB Circular
A-110 & A-133; GC §34090 GC §34090; GC §8546.7
Police PL-005 Parking Complaint Log 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; Statute of Limitations for
personal property, fraud, etc. is 3 years; Claims must be filed in 6 months; CCP §§338 et seq., 340 et seq., 342, GC §34090
Police PL-006 Pawn Licensing Files 2 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Police PL-007 POP Case Files / Binders (Problem Oriented Policing) 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; Statute of Limitations for
personal property, fraud, etc. is 3 years; Claims must be filed in 6 months; CCP §§338 et seq., 340 et seq., 342, GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 2/18/2025 174
RECORDS RETENTION SCHEDULE: POLICE Page PD-2Ver. 11.0
Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
Police PL-008
Regulatory Data Files - Owners /
Establishments: Adult Entertainment,
Massage Parlors, etc.
Termination
of Business
+ 3 years
Mag, Mfr,
OD, Ppr M / S / I
Yes:
After QC
& OD
Department preference; GC §34090
Police PL-009
Regulatory Data Files - Technicians /
Individual Operators - Background Checks /
testing: Adult Entertainment, Massage
Technicians, etc.
Expiration of
License -
minimum 3
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference; GC §34090
Police PL-010 Rotational Tow List (approved companies to provide towing services)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Police PL-011 Traffic Complaint Program Log 3 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Consistent with Citywide standards; Statute of
Limitations for personal property, fraud, etc. is 3 years; Claims must be filed in 6 months; CCP §§338 et seq.,
340 et seq., 342, GC §34090
Police PL-012 Youth Court (Diversion) Files 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 2/18/2025 175
RECORDS RETENTION SCHEDULE: PURCHASING Page PUR-1Ver. 23.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
PURCHASING
Purchasing PUR-001
Annual Report of Solid Waste Diversions / AB
939 Compliance / SB 1383 Compliance
(Organic Waste Collection / Recycling)
10 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Department preference; SB 1383 compliance is required for 5 years 14 CCR § 18995.2; GC §34090
Purchasing PUR-002 Bid Files (May include Purchase Orders / RFQs) Completion + 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Consistent with City-wide guidelines; Statute of Limitations is 4 years; 10 years for Errors & Omissions; CCP §§337. 337.1(a), 337.15, 343; GC §34090
Purchasing PUR-003 Bidder / Vendor List (Companies that want to receive RFPs / RFQs) Superseded Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Transitory Record used to mail out requests; GC §34090 et seq.
Purchasing PUR-005 Credit Cards, Procurement Cards, Membership Cards
Authorization
Expiration +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Consistent with Accounts Payable; Statute of Limitations is 4 years; GC §34090, CCP §337
Purchasing PUR-007 Purchase Orders 5 years Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD
Consistent with Accounts Payable; Published articles show 3 years; Statute of Limitations is 4 years; GC §34090, CCP §337 CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 176
RECORDS RETENTION SCHEDULE: SPECIAL DISTRICTS Page SD-1Ver. 17.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
SPECIAL DISTRICTS
Special
Districts SD-001
Assessment District / Community Facilities
District Projects / Landscape / Street Lighting
Districts (Mylars, As-Builts, Final Maps)
P Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Statute of Limitations is 4 - 10 years (for Errors & Omissions); CCP §§337. 337.1(a),
337.15, 343; GC §34090.7
Special
Districts SD-002
Assessment District / Community Facilities
District Projects / Landscape / Street Lighting
Districts (Project Files)
Termination
of District +
10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with City-wide standards; CCP §§337. 337.1(a), 337.15, 343; GC §34090.7
Special
Districts SD-003 Assessment District Maps (mylars) P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Special
Districts SD-004 Bonds Transcripts (issuing documents retained by City Clerk)
Cancellat.,
Redemption
or Maturity +
30 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Statute of Limitations for bonds, mortgages, trust deeds, notes or debentures is 6 years ; Bonds issued by local governments are 10 years; IRS bond auditing regulations state, "…material records should
generally be kept for as long as the bonds are outstanding, plus 3 years after the final redemption date of the bonds; There are specific requirements for disposal of unused
bonds; CCP §§336(a)(1) & (2), 337.5(2); CCP §§336 et
seq. 337.5(a); 26 CFR 1.6001-1(e): 26 CFR § 1.148-
5(d)(6)(iii)(E); GC §43900 et seq.
Special
Districts SD-005 Landscape Plans / Projects P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; Statute of Limitations is 4 - 10 years (for Errors & Omissions); CCP §§337. 337.1(a),
337.15, 343; GC §34090.7
Special
Districts SD-006 Liens / Levies: Assessment Districts (filed with County)
Termination
of District +
10 years
Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Meets auditing standards; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 177
RECORDS RETENTION SCHEDULE: TECHNOLOGY SERVICES Page TS-1Ver. 22.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
TECHNOLOGY SERVICES
Technology
Services TS-001 Asset Management Database
Disposal of
Equipment +
4 years
Mag, Mfr,
OD, Ppr S / I Yes: After
QC & OD Meets Auditing Requirements; GC §34090
Technology
Services TS-002 Backups -Computer Backups (ALL Disaster Recovery Computer Backups)
When No
Longer
Required
Mag.
Used for Disaster Recovery Purposes Only; Considered a copy and can be destroyed when no longer required; retention based on administrative value; recycle tapes; GC §34090 et seq.
Technology
Services TS-007 Employee Policy / Use Acknowledgements:
Technology Use, Policies, etc.
Separation +
4 years Mag.
Statute of Limitations for public official misconduct is discovery of offense + 4 years ; GC §§12946, 12960, 34090; PC §§801.5, 803(c)
Technology
Services TS-007.5
Enterprise System Catalogue (Listing of
Enterprise-wide Software, posted on line) - SB
272, 2015, GC §§6250-6276.48
When
Superseded Mag. GC §34090 et seq.
Technology
Services TS-008 Software License User Agreements
When No
Longer
Required
Mag, Ppr
Embedded in Software; GC §34090
Technology
Services TS-009
UNALTERABLE MEDIA / IMMUTABLE MEDIA
(CLOUD IMMUTABLE BACKUP) / WORM /
DVD-r / CD-r / Blue Ray-R / other unalterable
media that does not permit additions, deletions,
/ changes
P Follows
Retention of
Official
Electronic
Record
OD
For legal compliance for Trustworthy Electronic Records (when the electronic record serves as the official record); must be stored in a "safe and separate location"; GC 34090, 12168.7, EVC 1550, CCR 22620 et seq.
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 178
RECORDS RETENTION SCHEDULE: TRANSPORTATION Page TR-1Ver. 25.0 Office of
Record
(OFR)
Retention No. Records Description Total
Retention
Media
Options
Image:
I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Comments / Reference
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or completion).
TRANSPORTATION
Transport. TR-001 Crossing Guards 3 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Consistent with operational complaints; CCP §§338 et
seq., 340 et seq., 342, GC §34090
Transport. TR-002 Development Review Traffic Control Plans 2 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
GC §34090
Transport. TR-003 Development Review Traffic Studies 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Transport. TR-004 School Information (Traffic Safety Issues, etc.) 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Transport. TR-005 Speed Surveys 10 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department preference (required every 5 years, but can
be extended to 7 or 10 years); GC §34090
Transport. TR-006 Traffic Calming / Control Requests (Stop signs, red curbs, etc.) 5 years Mag, Mfr,
OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Transport. TR-007 Traffic Counts, Summaries, Reports 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
Transport. TR-008 Traffic Signals / Signs (locations, placement) P Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090, CCP §337 et seq.
Transport. TR-009 Traffic Signals: Maintenance / Timing 10 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Covers all Statute of Limitations; Department
Preference; GC §34090, CCP §337 et seq.
Transport. TR-010 TSAC Investigations / Reports 5 years Mag, Mfr, OD, Ppr S / I
Yes:
After QC
& OD
Department Preference; GC §34090
CITY OF MORENO VALLEY, CA. ©2003-20 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Revision Adopted: 2/18/2025 179
1 Resolution No. 2026-__
Date Adopted: March 17, 2026
RESOLUTION NO. 2026-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, RESCINDING AND RESTATING THE
PROVISIONS OF RESOLUTION NOS. 2007 -60, 2003-07 AND 2003- 86, ADOPTING UPDATED RECORDS RETENTION SCHEDULES;
AUTHORIZING DESTRUCTION OF CERTAIN CITY RECORDS;
AUTHORIZING FUTURE CHANGES WITH AUTHORIZAT ION; AND
RESCINDING ALL PRIOR ENACTMENTS WHICH ARE IN CONFLICT
WITH THIS RESOLUTION
WHEREAS, the maintenance of numerous records is expensive, slows document retrieval and is unnecessary after a certain period of time for the effective and efficient operation of the government of the City of Moreno Valley; and WHEREAS, §34090 of the California Government Code provides a procedure whereby any city record, which has served its purpose and is no longer required, may be destroyed; and
WHEREAS, the state of California has adopted guidelines for retention periods for various government records; and
WHEREAS, the City previously adopted Resolution Nos. 2007-60, 2003-07, 2003- 86, and 2025-06 adopting records retention schedules and authorizing destruction of certain city records;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. The records of the City of Moreno Valley, as set forth in the Records Retention Schedules on Exhibit A, attached hereto and incorporated herein by this reference, are hereby authorized to be destroyed as provided by §34090, et seq. of the California Government Code and in accordance with the provisions of said schedules upon the request of the appropriate Department Head and with the consent in writing of the City Clerk, without further action by the City Council of the City of Moreno Valley.
Section 2. With the consent of the City Clerk, City Manager, and City Attorney, updates are hereby authorized to be made to the Records Retention Schedules without further action by the City Council of the City of Moreno Valley.
Section 3. The term “records” as used herein shall include, but not be limited to, documents, instructions, books, microforms, electronic files, magnetic tapes, optical media, or papers, as defined by the California Public Records Act (Government Code §6250, et seq. or any successor provisions thereto).
180
2 Resolution No. 2026-__
Date Adopted: March 17, 2026
Section 4. The City Clerk shall certify to the adoption of this resolution and enter it into the book of original resolutions.
Section 5. This Resolution shall become effective immediately upon the date of its adoption.
181
3 Resolution No. 2026-__
Date Adopted: March 17, 2026
APPROVED AND ADOPTED this 17th day of March 2026.
Ulises Cabrera
Mayor
City of Moreno Valley
ATTEST:
M. Patricia Rodriguez, City Clerk
APPROVED AS TO FORM:
Steven B. Quintanilla, City Attorney
182
4 Resolution No. 2026-__
Date Adopted: March 17, 2026
RESOLUTION JURAT
S
TATE OF CALIFORNIA )
CO
UNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I
, M. Patricia Rodriguez, City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 202 6-__ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 17 th day of March 2026 by the following vote:
AYES:
N
OES:
ABSEN
T:
ABST
AIN:
M. PATRICIA RODRIGUEZ, CITY CLERK
(
SEAL)
183
Report to City Council
ID: 26-0093 Page 1
TO: Mayor and City Council
FROM: Angelica Frausto-Lupo, Community Development
Director
AGENDA DATE: March 17, 2026
TITLE: ANNUAL PROGRESS REPORT AS REQUIRED BY
GOVERNMENT CODE 65400 (REPORT OF:
COMMUNITY DEVELOPMENT) (DISTRICT: NOT
APPLICABLE)
TITLE SUMMARY: Annual Progress Report As Required by Government Code 65400
DISTRICT: Not Applicable
Recommendation(s)
That the City Council:
1. Adopt Resolution No. 2026 -XX approving the 2006 General Plan Annual Progress Report and directing staff to submit the Annual Report to the Governor's Office of Land Use and Climate Innovation (LCI) and the California Department of Housing and Community Development (HCD) by April 1, 2026.
SUMMARY
The City is required by State law (Government Code Section 65400) to prepare an annual progress report on the status of the City’s 2006 General Plan, certified 6th Cycle Housing Element, and its implementation (“Annual Report”). The Annual Report must be submitted to the Governor’s Office of Land Use and Climate Innovation (LCI) and the California Department of Housing and Community Development (HCD). The Annual Report must be presented to the City Council for its review and acceptance before it is submitted to the above-referenced state agencies.
184
ID: 26-0093 Page 2
BACKGROUND
Under State law, the City is required to adopt and maintain a comprehensive, long -term General Plan for its physical development, including consideration of any land located outside its boundaries that bears a relationship to its planning activities. The General Plan is at the top of the hierarchy of the City’s land use regulations; zoning and other land use decisions must conform to the General Plan. In essence, the City's General Plan serves as the bluep rint for future growth and development. As a blueprint for the future, the General Plan contains goals, objectives, policies, and programs designed to provide decision-makers with information and a basis for all land-use-related decisions.
City’s General Plan
The following is a summary of the current adoption status of the different required elements of the 2006 General Plan:
1. Community Development (2006)
2. Circulation (2006)
3. Parks, Recreation and Open Space (2006)
4. Safety (2006)
5. Noise (2006)
6. Conservation (2006)
7. 6th Cycle Housing Element 2021-2029 (certified by HCD on October 11, 2022)
ANNUAL REPORT CONTENTS
The 2025 General Plan Annual Progress Report summarizes the City’s progress toward implementing the goals, policies, and programs of the 2006 General Plan. It covers the period of January 1, 2025 through December 31, 2025. The Annual Report includes a report of all 2006 General Plan amendments approved by the Planning Commission and City Council in 202 5. Three (3) General Plan Amendments and two (2) Municipal Code Amendments were approved during the annual reporting period. 2006 General Plan and Municipal Code Amendments
The General Plan and Municipal Code Amendments that were approved during the reporting period are as follows:
Case No. Action Description Location
PEN25-0007
PEN21-0335
PEN21-0334
PEN22-0077
May 8, 2025 - Planning Commission
recommended approval. June 3,
2025 – City Council approval with
the second reading of the zoning
ordinance on June 17, 2025.
Town Center at Moreno Valley
project: Mixed -use Specific Plan to
develop 800 Residential Dwelling
Units, 105,890 square -feet of
General Retail, 15,000 square -feet
of Business Professional Office, a
106-room Hotel, a 30,000 square -
foot Civic Center, 20,160 square -
feet of Retail Dining including Drive-
Thru, and 4.9 acres of Public Park
Area.
NWC of Nason
Street and
Alessandro
Boulevard
185
ID: 26-0093 Page 3
Case No. Action Description Location
PEN25-0021 May 8, 2025 - Planning Commission
recommended approval. June 3,
2025 – City Council approval with
the second reading of the zoning
ordinance on June 17, 2025.
A Municipal Code Amendment -
Various amendments including
various updates and text clean -ups
for the purpose of complying with
State Law and clarifying and
streamlining various deve lopment
standards within Title 9 (Planning
and Zoning), including Chapter 9.01
(Administration), Chapter 9.02
(Permits and Approvals), Chapter
9.03 (Residential Districts), Chapter
9.08 (General Development
Standards), and Chapter 9.09
(Specific Use Develo pment
Standards) of the Moreno Valley
Municipal Code.
Citywide
PEN25-0066
May 22, 2025 – Planning
Commission recommended
approval. June 3, 2025 – City
Council approval with the second
reading of the zoning ordinance on
June 17, 2025.
Adoption of the City of Moreno
Valley Local Hazard Mitigation Plan
(2022-2023) into the Safety Element
of the General Plan.
Citywide
PEN23-0092
PEN23-0042
PEN24-0167
September 11, 2025 - Planning
Commission approval. October 7,
2025 - City Council approval with the
second reading of the ordinance on
October 21, 2025.
Moreno Valley Business Park
Building 5 Project, including a
Specific Plan Amendment (PEN23 -
0092) to amend the Specific Plan
205 land use designation from Retail
Commercial (R/C) to Mixed Use
(MU); 2) a General Plan
Amendment (PEN24 -0167) to
amend the General Plan land use
designation from Commercial (C) to
Business Park (BP); 3) a Plot Plan
(PEN23-0042), and 4) an
Environmental Impact Report
(PEN23-0063) for an approximately
220,390 square foot light industrial
building.
Southeast
corner of
Heacock Street
and Ironwood
Avenue.
PEN25-0149 November 13, 2025 - Planning
Commission recommended
approval. December 2, 2025 – City
Council approval with the second
reading of the zoning ordinance on
December 16, 2025.
A Municipal Code Amendment -
Various amendments including
Various Updates and Text Clean -
ups for the Purpose of Complying
with State Law and Clarifying and
Streamlining Various Development
Standards Within Title 9 (Planning
and Zoning), Including Chapter 9.02
(Permits and Approvals), Chapter
9.03 (Residential Districts), Chapter
9.04 (Commercial Districts),
Chapter 9.07 (Special Districts),
Chapter 9.09 (Specific Use
Development Standards), and
Chapter 9.15 (Definitions) of the
Moreno Valley Municipal Code.
Citywide
186
ID: 26-0093 Page 4
Housing
The California Department of Housing and Community Development (HCD) requires the reporting of development activity related to Housing Element implementation on specific State reporting forms. The method for reporting Housing Element implementation is established by HCD to track overall housing production in a community and, more specifically, the City’s progress toward meeting its Regional Housing Needs Allocation (RHNA). The City’s certified 6th Cycle Housing Element Implementation Progress Report is included as Exhibit A to the Annual Report (Attachment 1).
In summary, 367 new residential permits were issued in 2025, including 9 single-family attached units (condominiums), 269 single -family dwelling units, and 89 Accessory Dwelling U nits (ADUs). The City’s progress in meeting its 2021 -2029 RHNA goals is summarized in the table below.
Table 1
City of Moreno Valley Cycle 6 RHNA Progress
Income Level 2021-2029
RHNA
(# units)
Projection Period
(6/30/21-10/14/21)
2021 – 2024 Units
(10/15/21-12/31/24)
New Units
2025
Total
Units to
Date
Remaining
RHNA Need
(Cycle 6)
Very Low 3,779 0 3,779
Low 2,051 32 0 32 2,019
Moderate 2,165 11 523 0 534 1,631
Above-Moderate 5,632 38 1,528 367 1,933 3,699
Total 13,627 49 1433 367 2,132 11,128
ACCOMPLISHMENTS IN 2025
The purpose of the Annual Report is to highlight significant accomplishments and summarize ongoing 2006 General Plan projects that the City worked on between January 2025 and December 2025. Major accomplishments include key projects demonstrating how the City is implementing the policy and realizing the vision of the 2006 General Plan.
Highlighted below are some of the items from the Annual Report.
Community Development Department (Planning)
Five (5) General Plan-related projects approved by the City Council. Five (5) major projects were approved by the Planning Commission.
Public Works
Pavement Rehabilitation for Various Local Streets (CDBG FY 23-24) ($3,200,000) Kitching Street Storm Drain Line B-16A ($2,100,000)
Redlands Boulevard Streetlight Improvements ($330,000) Residential Traffic Management Program ($325,000)
Citywide Full Trash Capture Device Installation ($450,000) Parks & Community Services
Flight Deck Bike Park, Towngate Park II Playground, Celebration Park Playground, and Bella Sera Park all opened to the public.
187
ID: 26-0093 Page 5
The City continued a $6M+ Park Rehabilitation and Refurbishment Program. Hundreds of residents of all ages attended the quarterly Beautify MoVal Community Days of Service, which furthered the beautification of parks throughout the City.
Broke ground on the long-awaited Senior Center Expansion Project. Moreno Valley Public Library (MVPL) continued grant -funded participation in the California Library Literacy Servic es program to support Read MoVal/TaIk MoVal adult literacy and family literacy services. In August 2025, Moreno Valley was awarded $35,000 for FY2025-2026.
Financial and Management Services Department
The City was awarded the 2025 ODP Business Solutions Annual Leadership in Greener Purchasing Award, which highlights the City’s commitment to making significant eco-conscious buying decisions and lowering environmental impacts. Aided 4,699 individuals through public services, including senior services, youth services, and the MoVal Policing program.
City Manager’s Office
The City of Moreno Valley has expanded free WiFi Gardens to 10 additional local parks and facilities in 2025: the Amphitheater, Bethune Park, Celebration Park, JFK Park, Fairway Park, Gateway Park, Pedrorena Park, Ridge Crest Park, Victoriano Park, and Weston Park. The new WiFi Gardens bring the overall total to 46 locations throughout Moreno Valley.
In conclusion, the General Plan Annual Progress Report satisfies the State -mandated annual report on the implementation status of Moreno Valley’s 2006 General Plan. The actions, plans, programs, and projects documented in the Annual Report represent the City's commitment to achieving the goals and objectives set forth in the State required mandated General Plan Elements.
DEVELOPMENT AGREEMENTS ANNUAL REPORT
Development Agreement law requires the City Council to evaluate if projects comply in good faith with established terms, conditions, and public benefits (Cal. Gov’t Code § 65865.1). The report ensures consistency with the General Plan, tracks development milestones, and, if necessary, provides a basis for modifying or terminating agreements.
The following Development Agreements are currently active and are in good standing:
World Logistic Center (WLC)
On July 7, 2020, the City Council adopted Ordinance No. 967 approving Development Agreement PEN20 -0018. Development Agreement PEN20 -0018 incorporates a negotiated “Public Benefit” for the City that includes the annexation of 85 acres of land into the City and the Community Services District; Developer’s payment of Development Impact Fees will cover costs associated with City Police Facilities, City Hall Facilities, the City’s Corporate Yard Facilities and Maintenance Equipment; Developer’s right to sell, transfer, or assign certain parts of the World Logistics Center (WLC) Project will be subject 188
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to the City’s prior written approval; Developer will be required to pay for all development services provided by the City once the City designates a WLC Coordinator; Any costs associated with using qualified private entities or persons will be the responsibility of Developer; Developer will be responsible for paying for or constructing all traffic circulation related improvements, except for those that are paid by fees imposed on other developers for their fair share of the cost of particular improvements needed to accommodate their respective projects; Developer will be required, at its own cost, to provide a fully constructed, fully equi pped fire station and fire station site, including fire trucks, as specified by the City’s Fire Chief; Developer will establish a WLC Local Hiring Program, at Developer’s cost to identify, align and facilitate educational interests and programs with workforce development programs that facilitate the hiring of Moreno Valley residents for job opportunities at the WLC Project, and associated jobs in industries that support the WLC Project; Developer will require its contractors, suppliers and tenants to be active participants in Moreno Valley Employment Resource Center, today known as the Business and Employment Resource Center (BERC) programs including, but not limited to, utilizing the job opportunity announcements program; Developer will actively participate in the Hire MoVal Incentive Program; Developer will contribute up to $6,993,000, to be used by the City to provide and enhance educational and workforce development training in the logistics industries; and Developer will contribute up to $500,000 to deve lop freeway related landscaping, bridge architectural concepts, engineering and freeway signage regulations. On February 18, 2025, the first installation payment of $1,000,000 was made by developer to be used by the City to provide and enhance educational and workforce development training in the supply chain and logistics industries. The development agreement requires that after the first installment, payment in the amount of $100,000 shall be made for the next six years. In November 2025, the City receive d $100,000 for education and workforce development training . To date, Development Agreement PEN20 -0018 remains in compliance with the agreement's requirements and is in good standing.
Aquabella Specific Plan Amendment
On December 3, 2024, the City Council adopted Ordinance No. 1018 approving Development Agreement PEN23 -0119 for a master planned community (Aquabella Specific Plan) to accommodate the development of 15,000 units and housing for the City’s expanding workforce, a 24-acre mixed-use commercial and retail town center (with a 300- room hotel), 80 acres of parks, and 40 acres for schools. Development Agreement PEN23-0119 incorporates a negotiated “Public Benefit” for the City that includes the development of a turn-key Senior Center by the Applicant o n land that will be dedicated to the City by the Applicant at no cost to the City and requires the Applicant to pay certain development impact fees in effect at the time. To date, Development Agreement PEN23- 0119 is in compliance with the agreement's requirements and is in good standing.
Freeway Oriented Sign
On January 7, 2025, the City Council adopted Ordinance No. 1020 approving Development Agreement PEN24-0080 for the installation of a double-faced digital display Freeway Oriented Sign located on the northeast portion of the City of Moreno Valley at 28720 Spruce Avenue (APN 488-310-011), which is currently occupied by StorQuest RV 189
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and Boat Storage. Development Agreement PEN24 -0080 incorporated a negotiated “Public Benefit for the City that includes a o ne-time donation of $500,000 to the Moreno Valley Foundation at building permit issuance, a twenty percent (20%) profit-sharing with the City of Moreno Valley for 30-years (term of Development Agreement), and access to use the Freeway Sign for public service announcements (PSA) as requested by the City of Moreno Valley and approved by both parties. To date, Development Agreement PEN24-0080 is in compliance with the agreement's requirements and is in good standing.
ENVIRONMENTAL
In accordance with the California Environmental Quality Act (CEQA) and the CEQA Guidelines, it has been determined that this item does not constitute a “Project” under CEQA in that it does not involve any discretionary action that has the potential to caus e a direct or reasonably foreseeable indirect physical change in the environment, but rather it is a ministerial annual “reporting” duty the City must perform under State law.
ALTERNATIVES
1. Submit the report to the State Office of Land Use and Climate Innov ation (LCI) and State Department of Housing and Community Development (HCD) by April 1, 2026.
Staff recommends this alternative.
2. Do not approve the General Plan Annual Report, do not submit the Annual Report to the Governor’s Office of Land Use and Climat e Innovation (LCI) and the California Department of Housing and Community Development (HCD), and provide an alternate direction. Staff does not recommend this alternative as it would put the City at risk of being out of compliance with State law based on t he required submittal deadline of April 1, 2026.
FISCAL IMPACT
No fiscal impact is associated with the approval of the General Plan Annual Report.
NOTIFICATION
Notice of this Annual Report was provided at least 72 hours prior to the March 17, 2026, regular City Council meeting by the posting of the March 17, 2026 , Agenda at City Hall, the Moreno Valley Library, the Moreno Valley Senior/Community Center, and on the City’s website at: www.moval.org.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Claudia Manrique Angelica Frausto-Lupo
Associate Planner Community Development Director
Concurred By:
Miguel Del Rio
Senior Planner
CITY COUNCIL GOALS
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Community Image, Neighborhood Pride and Cleanliness: Promote a sense of community pride and foster an excellent image about our City by developing and executing programs which will result in quality development, enhanced neighborhood preservation efforts, including home rehabilitation and neighborhood restoration.
Positive Environment: Create a positive environment for the development of Moreno Valley's future.
CITY COUNCIL STRATEGIC PRIORITIES
1. Beautification, Community Engagement, and Quality of Life
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Report Approval Details
Document
Title:
STAFFREPORT_CDD_GENERAL_PLAN_ANNUAL_REPORT.docx
Attachments: - CC Resolution 2026-XX draft.docx
- 2025 City of Moreno Valley GPAPR with table.pdf
Final
Approval
Date:
Mar 9, 2026
This report and all of its attachments were approved and signed as outlined below:
Angelica Frausto-Lupo
Sean Kelleher
Natalia Medina
Felicia London, MPA
Launa Jimenez
Brian Mohan
Patty Rodriguez
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