Roseville City Council
August 5, 2026

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.17
File #: 0400-04-12-1
Item ID: 2026-606

Title: Baseline Marketplace Baseline Road Segment 1, 2, and 3 - Notice of Completion Contact: Andrew Druck 916-774-5577 [email protected]

SUMMARY
Staff recommends approval of the Notice of Completion for the Baseline Marketplace Baseline Road Segments 1, 2, and 3. The Engineering Division has made a final inspection of the project and has found the roadway infrastructure work complete in accordance with the improvement plans and City specifications. This action has no impact to the City's General Fund. Construction costs were paid by the developer.

RECOMMENDATION
Staff recommends that the City Council adopt the attached resolution accepting Baseline Marketplace Baseline Road Segments 1, 2, and 3, CWJ #191108, as complete and authorizing the City Engineer to execute the Notice of Completion.

BACKGROUND
The Engineering Division has made a final inspection of the above project and has determined that the roadway infrastructure work is complete in accordance with the improvement plans and City specifications.

FISCAL IMPACT
The actions requested have no impact to the City's General Fund. Construction costs were paid by the developer.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. The Notice of Completion meets the above criteria and is not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

4. Invest in well-planned infrastructure and growth

Respectfully Submitted,
Andrew Druck, Senior Construction Inspector

Mike Isom, Development Services Director

ATTACHMENTS:

1. Resolution 26-284

2. NOC

3. Vicinity Map

4. Final Map

REVIEWERS:

Andrew Druck, Development Services Department - Engineering Division Created/Initiated - 7/9/2026 Marc Stout, Development Services Department - Engineering Division Approved - 7/9/2026 Mike Isom, Development Services Department Approved - 7/9/2026 Kelly Aye, City Attorney Department Approved - 7/13/2026 Katrina Six, City Clerk Department Approved - 7/13/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/22/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

RESOLUTION NO. 26-284

RESOLUTION OF THE COUNCIL OF THE CITY OF ROSEVILLE ACCEPTING THE PUBLIC WORK KNOWN AS BASELINE MARKETPLACE BASELINE ROAD SEGMENT 1, 2, AND 3 PROJECT, APPROVING THE "NOTICE OF COMPLETION", AND AUTHORIZING AND

DIRECTING THE CITY ENGINEER TO EXECUTE SAID NOTICE ON BEHALF OF THE

CITY OF ROSEVILLE, THEREFORE, AND ACCEPTING A PORTION OF THE DEDICATIONS OFFERED ON THE RECORDED MAP OF THE SUBDIVISION.

BE IT RESOLVED by the Council of the City of Roseville as follows:

1. The "Notice of Completion" on file in the City Clerk's Department relative to that public work known as the Baseline Marketplace Baseline Road Segment 1, 2, and 3 is hereby approved and the public work accepted.

2. A portion of the right-of-way and easements offered for dedication on the final map of Sierra Vista DF Properties, Inc Large Lot recorded in Book FF of Maps, Page 21 in the office of the recorder of Placer County, is hereby accepted by the City in part as said dedications relates to the improvement plan set known as Baseline Marketplace Baseline Road Segment 1, 2, and 3.

3. The City Engineer is hereby authorized and directed to execute said Notice on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville, this day of , 20 , by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

MAYOR

ATTEST:

CITY CLERK

RECORDING REQUESTED BY AND WHEN
RECORDED MAIL TO:

CITY
CLERK

CITY OF ROSEVILLE
311 VERNON STREET
ROSEVILLE, CA 95678
Exempt
from recording fees
Pursuant to Gov’t Code §27383
NO

TICE OF COMPLETION
N
OTICE IS HEREBY GIVEN that the public work of improvement known as the Project was completed and
accepted by the City of Roseville on . The location is situated in the City of Roseville, County of Placer, State of California and is indicated on the attached map, marked as Exhibit “A” and incorporated herein by this reference. The real property herein described is owned by the City of Roseville, 311 Vernon Street, Roseville CA 95678.

The direct/general contractor on said project was .

The surety on said project was
.
___________________________________
Cit
y of Roseville
Owner
ATTEST:
________________________________
_
Carmen Avalos, City Clerk

State of California )
County of Placer )

I, , being first duly sworn, depose and say: I am the of the City of Roseville, a municipal corporation in the State of California, owner of the property described in the above Notice. I am duly authorized to make this verification for and on behalf of the City of Roseville. I have read the Notice of Completion and know its contents and the facts stated therein are true.

___________________________________

City of Roseville

State of California )
County of Placer )
Subscribed and sworn to (or affirmed) before
me on this _ ____
day of ,
20 ___,
proved to me on the basis of satisfactory
evidence to be the person(s) who appeared
before me.

____________________________________
Place Notary Seal and/or Stamp Above Signature of Notary Public A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.18
File #: 0400-04-12-1
Item ID: 2026-608

Title: Baseline Marketplace Fiddyment Segment 2B - Notice of Completion.

Contact: Andrew Druck 916-774-5577 [email protected]

SUMMARY
Staff recommends approval of the Notice of Completion for the Baseline Marketplace Fiddyment Segment 2B. The Engineering Division has made a final inspection of the project and has found the roadway infrastructure work complete in accordance with the improvement plans and City specifications. This action has no impact to the City's General Fund. Construction costs were paid by the developer.

RECOMMENDATION
Staff recommends that the City Council adopt the attached resolution accepting Baseline Marketplace Fiddyment Segment 2B, CWJ #191086, as complete and authorizing the City Engineer to execute the Notice of Completion.

BACKGROUND
The Engineering Division has made a final inspection of the above project and has found the roadway infrastructure work complete in accordance with the improvement plans and City specifications.

FISCAL IMPACT
The actions requested have no impact to the City's General Fund. Construction costs were paid by the developer.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. The Notice of Completion meets the above criteria and is not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

4. Invest in well-planned infrastructure and growth

Respectfully Submitted,
Andrew Druck, Senior Construction Inspector

Mike Isom, Development Services Director

ATTACHMENTS:

1. Resolution 26-285

2. NOC

3. Vicinity Map

4. Final Map

REVIEWERS:

Andrew Druck, Development Services Department - Engineering Division Created/Initiated - 7/9/2026 Marc Stout, Development Services Department - Engineering Division Approved - 7/9/2026 Mike Isom, Development Services Department Approved - 7/9/2026 Kelly Aye, City Attorney Department Approved - 7/13/2026 Katrina Six, City Clerk Department Approved - 7/13/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/22/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

RESOLUTION NO. 26-285

RESOLUTION OF THE COUNCIL OF THE CITY OF ROSEVILLE ACCEPTING THE PUBLIC WORK KNOWN AS BASELINE MARKETPLACE FIDDYMENT ROAD SEGMENT 2B PROJECT, APPROVING THE "NOTICE OF COMPLETION", AND AUTHORIZING AND

DIRECTING THE CITY ENGINEER TO EXECUTE SAID NOTICE ON BEHALF OF THE

CITY OF ROSEVILLE, THEREFORE, AND ACCEPTING A PORTION OF THE DEDICATIONS OFFERED ON THE RECORDED MAP OF THE SUBDIVISION.

BE IT RESOLVED by the Council of the City of Roseville as follows:

1. The "Notice of Completion" on file in the City Clerk's Department relative to that public work known as the Baseline Marketplace Fiddyment Road Segment 2B is hereby approved and the public work accepted.

2. A portion of the right-of-way and easements offered for dedication on the final map of Sierra Vista DF Properties, Inc Large Lot recorded in Book FF of Maps, Page 21 in the office of the recorder of Placer County, is hereby accepted by the City in part as said dedications relates to the improvement plan set known as Baseline Marketplace Fiddyment Road Segment 2B.

3. The City Engineer is hereby authorized and directed to execute said Notice on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville, this day of , 20 , by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

MAYOR

ATTEST:

CITY CLERK

RECORDING REQUESTED BY AND WHEN
RECORDED MAIL TO:

CITY
CLERK

CITY OF ROSEVILLE
311 VERNON STREET
ROSEVILLE, CA 95678
Exempt
from recording fees
Pursuant to Gov’t Code §27383
NO

TICE OF COMPLETION
N
OTICE IS HEREBY GIVEN that the public work of improvement known as the Project was completed and
accepted by the City of Roseville on . The location is situated in the City of Roseville, County of Placer, State of California and is indicated on the attached map, marked as Exhibit “A” and incorporated herein by this reference. The real property herein described is owned by the City of Roseville, 311 Vernon Street, Roseville CA 95678.

The direct/general contractor on said project was .

The surety on said project was
.
___________________________________
Cit
y of Roseville
Owner
ATTEST:
________________________________
_
Carmen Avalos, City Clerk

State of California )
County of Placer )

I, , being first duly sworn, depose and say: I am the of the City of Roseville, a municipal corporation in the State of California, owner of the property described in the above Notice. I am duly authorized to make this verification for and on behalf of the City of Roseville. I have read the Notice of Completion and know its contents and the facts stated therein are true.

___________________________________

City of Roseville

State of California )
County of Placer )
Subscribed and sworn to (or affirmed) before
me on this _ ____
day of ,
20 ___,
proved to me on the basis of satisfactory
evidence to be the person(s) who appeared
before me.

____________________________________
Place Notary Seal and/or Stamp Above Signature of Notary Public A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.19
File #: 0400-03 & 0400-07
Item ID: 2026-640

Title: 808 Main Street - Parcel Map and Subdivision Agreement Contact: Robert Medina 916-774-5517 [email protected]

SUMMARY
Staff recommends approval of the 808 Main Street parcel map and approval of a Subdivision Agreement with Homeland Enterprises, LLC. The Engineering Division has completed its review of the parcel map and found that it complies with the approved ministerial lot split. This map will create 3 residential lots. The actions requested have no fiscal impact on the City's General Fund.

RECOMMENDATION
Staff recommends that the City Council:

1. Approve the parcel map on file with the City Clerk and accept, on behalf of the public, the public utility easements offered thereon; and

2. Adopt a resolution to approve the Subdivision Agreement with Homeland Enterprises, LLC, and authorize the City Manager to execute the agreement on behalf of the City.

BACKGROUND
The Development Services, Engineering Section, has reviewed the subject parcel map and found that it complies with the Subdivision Map Act and the City's Subdivision Ordinance, and all conditions of the ministerial lot split have been met. This map will create three residential lots.

FISCAL IMPACT
There is no fiscal impact to the City's General Fund associated with this approval.

ENVIRONMENTAL REVIEW
The proposed project is consistent with Senate Bill 684, which allows for the ministerial approval of projects with 10 or fewer parcels and housing developments with 10 or fewer residential units, as long as certain conditions are met. The project was originally ministerially approved by Planning staff in November 2025, and this proposed action finalizes that project. The project remains consistent with all applicable requirements, and as such is exempt from CEQA.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

4. Invest in well-planned infrastructure and growth

Respectfully Submitted,
Robert Medina, Assistant Engineer

Mike Isom, Development Services Director

ATTACHMENTS:

1. Vicinity Map

2. Parcel Map

3. Resolution 26-299

4. Subdivision Agreement

REVIEWERS:

Robert Medina, Development Services Department - Engineering Division Created/Initiated - 7/16/2026 Marc Stout, Development Services Department - Engineering Division Approved - 7/17/2026 Mike Isom, Development Services Department Approved - 7/17/2026 Kelly Aye, City Attorney Department Approved - 7/17/2026 Katrina Six, City Clerk Department Approved - 7/20/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/22/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

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808 Main Street Subdivision

A SUBDIVISION OF LOT 19

OF THE MAP OF HILL & ATKINS ADDITION
PER BOOK C OF MAPS, PAGE 39,

PLACER COUNTY RECORDS
PORTION OF SECTION 34, T. 11 N., R. 6 E., M.D.M.

PARCEL MAP
808 MAIN STREET
SUBDIVISION NO. PL25-0493

SURVEYOR'S STATEMENT

RECORDER'S STATEMENT

NOTARY ACKNOWLEDGEMENT

OWNER'S STATEMENT CITY ENGINEER'S STATEMENT
TOP ENGINEERING INC.

BENEFICIARY'S STATEMENT

NOTARY ACKNOWLEDGEMENT

CITY CLERK'S STATEMENT
NOTE:

GROVE STREET
LOT 24 (1) LOT 25 (1) LOT 26 (1) LOT 27 (1) LOT 28 (1) LOT 29 (1) LOT 30 (1) LOT 23 (1) LOT 22 (1) LOT 21 (1) LOT 20 (1)
LOT 19 (1)
LOT 18 (1) LOT 17 (1)
VAL

LEJO AV
ENUE

GUAVA ALLEY
TOP ENGINEERING INC.

A SUBDIVISION OF LOT 19

OF THE MAP OF HILL & ATKINS ADDITION
PER BOOK C OF MAPS, PAGE 39,

PLACER COUNTY RECORDS
PORTION OF SECTION 34, T. 11 N., R. 6 E., M.D.M.

PARCEL MAP
808 MAIN STREET
SUBDIVISION NO. PL25-0493
NOTES

BASIS OF BEARINGS

MAP REFERENCES
LEGEND
AND
ERSO
N
COUR
T

DURANTA
STREET

MAIN STREET
BASIS
OF
BEAR
INGS
FRE

MONT A
VENUE

BARBARA W
AY

JUNCTION

BOULEVARD

EVENT CENTER
DRIVE
SEE SHEET 3

SURVEYOR'S NOTES
MANGO
ALLEY

GUAVA ALLEY

MAIN STREET
LOT 20 (1)
LOT 18 (1)
PARCEL 2
1,731± S.F.

PARCEL 3
1,731± S.F.

PARCEL 1
3,563± S.F.

TOP ENGINEERING INC.

A SUBDIVISION OF LOT 19

OF THE MAP OF HILL & ATKINS ADDITION
PER BOOK C OF MAPS, PAGE 39,

PLACER COUNTY RECORDS
PORTION OF SECTION 34, T. 11 N., R. 6 E., M.D.M.

PARCEL MAP
808 MAIN STREET
SUBDIVISION NO. PL25-0493

BASIS OF BEARINGS

MAP REFERENCES
LEGEND

RESOLUTION NO. 26-299

APPROVING A SUBDIVISION AGREEMENT, BY AND BETWEEN THE CITY OF

ROSEVILLE AND HOMELAND ENTERPRISES, LLC, AND AUTHORIZING THE CITY

MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE

WHEREAS, a Subdivision Agreement for the 808 Main Street Subdivision, by and between the City of Roseville and Homeland Enterprises, LLC, has been reviewed by the City Council; and

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said Subdivision Agreement is hereby approved and that the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 2026, by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

______________________________
MAYOR

ATTEST:

________________________
City Clerk

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.20
File #: 0203-04
Item ID: 2026-638

Title: CliftonStrengths and Gallup Global Strengths Coaching Program - Sole Source Contract Purchase Agreement
Contact: Kate Rebello 916-774-5945 [email protected]

SUMMARY
Staff recommends approval of a sole-source contract purchase agreement with Gallup, Inc. in the amount of $100,000 for a 4.5-day, onsite CliftonStrengths and Gallup Global Strengths Coach training course for thirty employees, to be conducted October 12-16, 2026. Gallup, Inc. is the sole organization authorized to teach, certify, and license the CliftonStrengths Global Strengths Coach curriculum. Funding for these services is included in the City Manager's Department budget in the General Fund.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution to approve a contract purchase agreement (3005533) with Gallup, Inc. for an on-site CliftonStrengths and Gallup Global Strengths Coach training course.

BACKGROUND
Gallup, Inc. is the sole organization authorized to teach, certify, and license the CliftonStrengths Global Strengths Coach curriculum. Through this agreement, Gallup will provide instructor-led CliftonStrengths training, including course materials, to support the City’s leadership and organizational development initiatives. The 4.5-day, onsite CliftonStrengths and Gallup Global Strengths Coach training course for thirty employees will be conducted October 12-16, 2026.

Gallup’s CliftonStrengths methodology is grounded in decades of research in positive psychology and is designed to help individuals, teams, and organizations identify and develop their natural strengths. The program supports key organizational priorities by fostering employee engagement, improving team effectiveness, enhancing leadership development, and promoting overall workplace wellbeing.

Organizations that have implemented strengths-based development have reported improvements in employee engagement, retention, productivity, customer engagement, and overall organizational performance.

The training also provides leaders, managers, and employees with the tools and coaching needed to integrate a strengths-based approach into the City’s culture, creating opportunities for ongoing development, collaboration, and continuous improvement.

FISCAL IMPACT
Funding for these services is included in the City Manager's Department budget in the General Fund for Fiscal Year 2026-27. The contract amount is not to exceed $100,000.

ENVIRONMENTAL REVIEW

The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378.

Approval of the Grants Advisory Commission funding recommendations meet the above criteria and are not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

6. Deliver exceptional City services

Respectfully Submitted,
Kate Rebello, Organizational Performance Program Administrator

Dominick Casey, City Manager

ATTACHMENTS:

1. Resolution 26-300

2. Contract Purchase Agreement 3005533

3. Sole Source Form

REVIEWERS:

Phoebe Schueler, City Manager Department - City Manager Created/Initiated - 7/15/2026 Dennis Kauffman, City Manager Department - Assistant City Manager Approved - 7/15/2026 Kelly Aye, City Attorney Department Approved - 7/20/2026 Katrina Six, City Clerk Department Approved - 7/20/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/23/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

RESOLUTION NO. 26-300

APPROVING A CONTRACT PURCHASE AGREEMENT, BY AND BETWEEN THE CITY OF ROSEVILLE AND GALLUP, INC., AND AUTHORIZING THE CITY MANAGER TO

EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE

WHEREAS, Contract Purchase Agreement (3005533) for the on-site CliftonStrengths and Gallup Global Strengths Coach training course, by and between the City of Roseville and Gallup, Inc., has been reviewed by the City Council; and

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 2026, by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

______________________________
MAYOR

ATTEST:

________________________
City Clerk

Contract Purchase Agreement 3005533
Supplier Details:

Company Gallup Inc
Contact Bob Sheehan
Address 1001 Gallup Dr
Omaha, NE 68102
Submit your response to:

Company City of Roseville
Contact Erica Kaminski
Address Purchasing Division
311 Vernon St
Roseville, CA 95678
Phone (916) 746-1108
Fax (916) 746-1115
E-mail [email protected]
This Contract Purchase Agreement is sent for your review and acceptance. Notify the Buyer via email of any needed changes to the company name, address, and contact information. The Buyer will update the agreement prior to you signing the document.

Return signed copies of the agreement to the Buyer noted on the agreement. Alterations or modifications to the agreement are not allowed. Upon receipt of all necessary documents, the City will sign the agreement and return a fully executed copy to you. Receipt of the signed copy will be your notice to proceed with the work in accordance with the terms and conditions of the agreement. Work must not begin until the contract has been fully executed.

The following guidelines must be followed for the signature block on the agreement:

Sole proprietorship - By owner
Partnership - Any general partner
Corporation - Two options:
(1) A signature from the President and the corporate seal; OR (2) One signature from the Chairman of the Board, President, or any Vice President AND one signature from the Secretary, any Assistant Secretary, Chief Financial Officer, or any Treasurer or Assistant Treasurer of the corporation
*General Manager, Office Manager and/or Sales Manager are not corporate officer titles. The agreement will be rejected if not signed in accordance with these guidelines.

Insurance requirements:

The City's insurance requirements are referenced on Attachment A of the agreement. By signing the agreement, you are confirming that your company has the minimum insurance limits required. 1 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533
Agreement 3005533
Agreement Date 06-JUL-2026
Revision 0
Agreement Amount 100,000.00 USD
Invoice To City of Roseville
Accounts Payable
311 Vernon St
ROSEVILLE CA 95678
Supplier Gallup Inc
1001 Gallup Dr
Omaha, NE 68102
Phone:

Fax:

Email:
(916) 774-5488
(916) 784-3796
[email protected]
Phone:

Fax:

Email:
(402) 818-1807
()
[email protected]
Description of
Labor,
equipment
and/or materials

VENDOR SHALL PROVIDE GALLUP GLOBAL STRENGTHS COACH INSTRUCTOR-

LED COURSE INCLUDING COURSE MATERIALS IN ACCORDANCE WITH THE ATTACHED GALLUP, INC. "ACCELERATING CULTURE WITH CLIFTONSTRENGTHS AT CITY OF ROSEVILLE" PROPOSAL DATED 6/30/26.

PLEASE CONTACT KATE REBELLO IN THE CITY MANAGER'S OFFICE AT (916) 774-5945 OR [email protected] FOR ANY QUESTIONS REGARDING THIS AGREEMENT.

Customer # Supplier # Payment Terms Freight Terms FOB Shipping Method 16059 Net 30 Freight on Board at the destination Destination Best Method Start Date End Date Confirm To
12-Oct-2026 16-Oct-2026 Erica Kaminski Phone 1-916-746-1108 Attention: Total Cost not to exceed the agreement amount without prior approval of the Purchasing office.

2 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

Contract Terms and Conditions

1. To the fullest extent allowed by law, Consultant shall defend, indemnify, and save and hold harmless City, its officers, agents, employees and volunteers from any claims, suits or actions of every name, kind and description brought forth, or on account of, injuries to or death of any person (including but not limited to workers and the public), or damage to property, resulting from or arising out of Consultant's willful misconduct or negligent act or omission while engaged in the performance of obligations or exercise of rights created by this Agreement, except those matters arising from City's sole negligence or willful misconduct. The parties intend that this provision shall be broadly construed. Consultant's responsibility for such defense and indemnity obligations shall survive the termination or completion of this Agreement for the full period of time allowed by law. The defense and indemnity obligations of this agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement.

2. Consultant is an independent contractor, and shall not be considered an officer, agent, or employee of the City.

3. Without the written consent of the City, this Agreement is not assignable by Consultant either in whole or in part.

4. Time is of the essence of this Agreement.

5. Either party may terminate this Agreement and or Scope of Services if the other party breaches any material obligation set forth herein or in the applicable Scope of Services, which breach is capable of cure or which, being capable of cure, has not been cured within thirty (30) days after receipt of written notice of such breach from the non-breaching party, or within such additional cure period as the non-breaching party may authorize in writing.

Consultant acknowledges that City may terminate this Agreement should funds not be appropriated by its governing body to continue services under this Agreement.

6. This Agreement may only be amended or modified in writing. It is integrated and contains the complete understanding of the parties.

7. All equipment, supplies and services sold to the City of Roseville shall conform to the general safety orders of the State of California.

8. Unless notified to the contrary, in writing, the City assumes that the Consultant has accepted the work in accordance with the plans and specifications (if any) and agrees to do the work in compliance with this Agreement. Any work product created for City pursuant to this Agreement is deemed owned by City, but all pre-existing intellectual property of Consultant ("Consultant IP") included any work product or deliverable remains the sole and exclusive property of Consultant. Consultant grants City a non-exclusive, non-transferable license to use Consultant IP included in any deliverable provided to the City solely for City's internal purposes in connection with the services delivered hereunder. City shall not reproduce, resell, sublicense, or create derivative works from Consultant IP.

9. All prevailing wages and fair employment practices must be adhered to. For prevailing wage contracts over $25,000, copies of certified payroll must be submitted with invoices. Prevailing wage rates may be obtained from the State Department of Industrial Relations and/or the following website address:
http://www.dir.ca.gov/dlsr/DPreWageDetermination.htm . In compliance with Labor Code Section 1773.2, as may be amended from time to time, Contractor shall cause a copy of this website to be posted at each jobsite, as applicable. 3 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

10. Consultant agrees to the below insurance requirements:
a. Unless otherwise specified, the Consultant shall maintain the policies of insurance outlined in Attachment A, incorporated herein by this reference, in full force and effect during the term of this Agreement. The City of Roseville retains sole discretion in determining the types and proper levels of insurance coverage. b. Form. Consultant shall submit a certificate evidencing such coverage for the period covered by this Agreement in a form satisfactory to Risk Management and the City Attorney, prior to undertaking any work hereunder. Any insurance written on a claims made basis is subject to the approval of Risk Management and the City Attorney. c. Additional Insureds. Consultant shall also provide a separate endorsement or section of the policy showing City, its officers, agents, employees, and volunteers as additional insureds for each type of coverage, except for Workers' Compensation and Professional Liability. Such insurance shall specifically cover the contractual liability of Consultant.

The additional insured coverage under the Consultant's policy shall be primary and noncontributory, as evidenced by a separate endorsement or section of the policy and shall not seek contribution from City's insurance or self-insurance. In addition, the additional insured coverage shall be at least as broad as the Insurance Services Office (ISO) CG 20 01 Endorsement. Any available insurance proceeds in excess of the specified minimum insurance coverage requirements and limits shall be available to the additional insureds. Furthermore, the requirements for coverage and limits shall be:
(1) the minimum coverage and limits specified in this Agreement; or (2) the full coverage and maximum limits of any insurance proceeds available to the named insureds, whichever is greater.
d. Cancellation/Modification. Consultant shall provide thirty (30) days written notice to City prior to cancellation or modification of any insurance required by this Agreement. e. Umbrella/Excess Insurance. The limits of insurance required in this Agreement may be satisfied by a combination of primary and excess insurance. Any excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of City (if agreed to in a written contract) before City's own insurance shall be called upon to protect it as a named insured.
f. Subconsultants. Consultant agrees to include in its contracts with all subconsultants the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, to the extent they apply to the scope of the subconsultants work.

Furthermore, Consultant shall require its subconsultants to agree to be bound to Consultant and City in the same manner and to the same extent as Consultant is bound to City under this Agreement. Additionally, Consultant shall obligate its subconsultants to comply with these same provisions with respect to any tertiary subconsultant, regardless of tier. A copy of City's indemnity and insurance provisions will be furnished to the subconsultant or tertiary subconsultant upon request.
g. Self-Insured Retentions. All self-insured retentions (SIR) must be disclosed to Risk Management for approval and shall not reduce the limits of liability. Policies containing any SIR provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or City. City reserves the right to obtain a full certified copy of any insurance policy and endorsements. The failure to exercise this right shall not constitute a waiver of such right.
h. Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer of Consultant may acquire from Consultant by virtue of the payment of any loss under a 4 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

Workers Compensation, Commercial General Liability or Automobile Liability policy.

All Workers Compensation, Commercial General Liability and Automobile Liability policies shall be endorsed with a waiver of subrogation in favor of City, its officers, agents, employees, and volunteers for all worked performed by Consultant, its employees, agents, and sub consultants.
i. Liability/Remedies. Insurance coverage in the minimum amounts set forth herein shall not be construed to relieve Consultant of liability in excess of such coverage, nor shall it preclude City from taking such other actions as are available to it under any other provisions of this Agreement or law.

11.  Consultantshall comply with all federal, state, local laws, ordinances, and policies as may be applicable to the performance of services under this Agreement. Failure to comply with local ordinances may result in monetary fines and cancellation of this Agreement.

12. In the event that the terms of any attachment or exhibit conflict with any terms of this Agreement, the terms of this Agreement shall control.

13. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. In the event that any signature is delivered by facsimile transmission or by e-mail delivery of a ". pdf" format data file, such signature shall create a valid and binding obligation of the party executing (or on whose behalf such signature is executed) with the same force and effect as if such facsimile or ".pdf" signature page were an original thereof.

14. If either party commences any legal action against the other party arising out of this Agreement or the performance thereof, the prevailing party in such action shall be entitled to recover its reasonable litigation expenses, including but not limited to, court costs, expert witness fees, discovery expenses, and attorneys' fees. Any action arising out of this Agreement shall be brought in Placer County, California, regardless of where else venue may lie. This Agreement shall be governed by and construed in accordance with the laws of the State of California.

15. This Agreement shall be binding upon the heirs, successors, executors, administrators and assigns of the respective parties hereto.

16. If any of the provisions contained in this Agreement are for any reason held invalid or unenforceable, such holding shall not affect the remaining provisions or the validity and enforceability of the Agreement as a whole.

17. For purposes of this Agreement, the terms "Contractor," "Consultant," and "Supplier" are used interchangeably.

18. Consultant agrees that any and all information furnished by City shall be deemed proprietary and confidential. All such information, to the extent previously, presently, or subsequently disclosed to Consultant and/or processed and derived by Consultant services is the property of City and such property shall be deemed and treated as "Confidential Information" of City.

Consultant acknowledges that such Confidential Information may contain information provided and/or generated by third-parties. Consultant agrees that such Confidential Information shall not be disclosed to any third party without written permission from City, except as required by law. Consultant shall not use the Confidential Information except to perform Consultant's services as directed by City.

19. All facilities, devices, networks, and services used to store, deliver, process, backup or purge Confidential Information will employ administrative, physical, technical, and procedural safeguards and best practices at a level sufficient to secure Confidential Information from unauthorized access, destruction, use, modification, or disclosure. Such measures will be no less protective than those used to secure Consultant's own information of a similar type, and 5 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

in no event less than reasonable in view of the type and nature of the information involved. It is the City's expectation that Consultant, at its own expense, shall perform annual audits for any data centers that house Confidential Information, using an independent third-party audit that meets industry standards applicable to the services under this Agreement, and provide the audit report or certification upon request to City.

20. Consultant will retain Confidential Information until deleted by City or City-authorized third party, or for a time period mutually agreed upon by the parties to this Agreement.

21. Upon termination or expiration of this Agreement, Consultant will ensure that all Confidential Information is securely transferred to City within thirty (30) calendar days. Consultant will ensure that any transfer of Confidential Information is accomplished by methods that are compatible with the relevant City systems, and that City will have access to all Confidential Information during any such transfer. Consultant shall securely dispose of all Confidential Information when requested by City and Consultant will provide written notification to City once all Confidential Information has been securely disposed of.

22. Consultant shall report to City any data compromise or unauthorized access to Confidential Information within twenty-four (24) hours after Consultant discovers such data compromise or unauthorized access. Consultant will take commercially reasonable measures to address any such data compromise or unauthorized access in a timely manner. Except as otherwise required by law, Consultant will not provide notice to end users or other entities of any such data compromise or unauthorized access without written permission from City. Consultant will promptly reimburse City in full for all fees and costs incurred by City in any investigation, remediation or litigation resulting from any such data compromise or unauthorized access, including identity protection and restoration services for each person, who in the City's sole discretion, could be impacted by identity theft.

23. Consultant may not advertise that City is a client, list City as a reference or otherwise use City's name, logos, trademarks, or service marks without prior written permission from City.

24. Consultant acknowledges that services rendered under this agreement (including but not limited to service levels and operational levels) shall be performed in accordance with industry standards.

25. If the project referenced on this agreement is a Public Works project, then the following shall apply: No contractor or subcontractor may work on a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. During the performance of this agreement, Contractor and its subcontractors shall have a continuing legal obligation to maintain current registration with the Department of Industrial Relations.

Contractor is hereby notified that this project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

26. If the project referenced on this agreement is a Public Works project, then the following shall apply: Contractor must submit all claims as defined in and in accordance with the claim resolution process set forth in Section 9204 of the Public Contract Code. Each such claim must be sent to the City by registered mail or certified mail with return receipt requested and must contain reasonable documentation to support the claim. All claims must be received prior to acceptance of the work.

27. Contractor/consultant's duties and services under this agreement shall not include preparing or assisting the public entity with any portion of the public entity's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the public entity. The public entity entering this agreement shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Contractor/consultant's participation in the planning, discussions, or drawing of project plans or specifications, if any, shall be limited to conceptual, preliminary, or initial plans or specifications. Contractor/consultant shall cooperate with the public entity 6 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement.

28. Consultant certifies that Consultant, its employees, directors, officers, agents, subcontractors, vendors, and volunteers are not presently debarred, excluded, suspended, declared ineligible, voluntarily excluded, or proposed for debarment, exclusion, suspension, or ineligibility by any federal, state, or local department or agency.

29. The Levine Act (Govt. Code, Section 84308) requires a Party (and its agent(s), if any) to a Proceeding before the City of Roseville that involves any action or consideration related to their contract, license, permit, or other entitlement for use, to disclose any campaign contributions made to City elected or appointed officers totaling more than $250 within the twelve (12) months prior to the City decision and while a proceeding is pending, and includes certain prohibitions on contribution activity thereafter. If applicable campaign contributions have been made by Contractor and/or its agent(s), Contractor is responsible for compliance, including for its disclosure obligations, if any, as further described at: https://www.roseville. ca.us/government/departments/city_clerk/transparency/levine_act.

30. This Agreement may be amended via change order, but only if such change order is made in writing, approved by the City, and signed by both parties.

31. CONSULTANT agrees to defend and indemnify CITY if, despite the parties intent and practice, any venue, agency, or court with competent jurisdiction determines that CONSULTANT and/or any of its agents, officers, employees, volunteers, independent contractors, or subcontractors, are characterized as employee(s) of CITY.

CONSULTANT and CITY agree that: (a) CONSULTANT is free from the control and direction of CITY in connection with the performance of the work; (b) CONSULTANT is providing services directly to CITY; (c) CONSULTANT has and will maintain at all relevant times a business license; (d) CONSULTANT maintains a business location that is separate from CITY; (e) CONSULTANT is customarily engaged in an independently established business of the same nature as that involved in the work performed hereunder; (f) CONSULTANT actually contracts with other businesses to provide the same or similar services and maintains a clientele without restrictions from CITY; (g) CONSULTANT advertises and holds itself out to the public as available to provide the same or similar services; (h) CONSULTANT provides its own tools, vehicles, and equipment to perform the services; (i) CONSULTANT has negotiated its own rates; (j) CONSULTANT set its own hours and location of work in accomplishing CITY's on-call needs; and (k) CONSULTANT has the right to control the manner and means of accomplishing the result desired and exercises its own expert independent judgement.

32. At the conclusion or termination of the agreement, Gallup shall, within forty-five (45) days, permanently delete, expunge, and discard any and all information, data, Client property, material, etc. obtained, received, communicated, or otherwise made available to Gallup by Client, its agents, users, and employees.

The supplier named hereon by the acceptance of this order agrees to the provisions of this document titled "Contract Purchase Agreement" and all accompanying terms, conditions, and attachments.

Roseville Business License No. ____________________________________ Contractor License No. ____________________________________________ DIR Registration No. _______________________________________________ Check mark the applicable company type below:
7 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16 _00851274

Contract Purchase Agreement 3005533

_____X______ Corporation
___________ Limited Liability Company
___________ Partnership
___________ Sole Proprietor
City reserves the right to withhold any payments to Consultant in the event of noncompliance with insurance requirements or if required by law.

Information Technology T&C (Negotiated for Gallup, Inc.) REV 6/26/26 MD

8 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

Contract Terms and Conditions
Addendum
Rev. 3/13/26 MC
This Addendum amends the existing negotiated City of Roseville Contract Terms and Conditions to include additional legislative requirements. The existing negotiated City of Roseville Contract Terms remain unchanged, unless expressly stated below, except that these legally required terms are now expressly incorporated.

Updated Section 9
All prevailing wages and fair employment practices must be adhered to. For prevailing wage contracts over $25,000, copies of certified payroll must be submitted with invoices.

Prevailing wage rates may be obtained from the State Department of Industrial Relations and/or the following website address: http://www.dir.ca. gov/dlsr/DPreWageDetermination.htm In compliance with Labor Code Section 1773.2, as may be amended from time to time, Contractor shall cause a copy of this website to be posted at each jobsite, as applicable.

New Terms and Conditions

1. Contractor/consultant's duties and services under this agreement shall not include preparing or assisting the public entity with any portion of the public entity's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the public entity. The public entity entering this agreement shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Contractor/consultant's participation in the planning, discussions, or drawing of project plans or specifications, if any, shall be limited to conceptual, preliminary, or initial plans or specifications. Contractor/consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement.

2. The Levine Act (Govt. Code, Section 84308) requires a Party (and its agent(s), if any) to a Proceeding before the City of Roseville that involves any action or consideration related to their contract, license, permit, or other entitlement for use, to disclose any campaign contributions made to City elected or appointed officers totaling more than $500 within the twelve (12) months prior to the City decision and while a proceeding is pending, and includes certain prohibitions on contribution activity thereafter. If applicable campaign contributions have been made by Contractor and/or its agent(s), Contractor is responsible for compliance, including for its disclosure obligations, if any, as further described at:
https://www.roseville.ca.
us/government/departments/city_clerk/transparency/levine_act

3. If Consultant produces any "web content" pursuant to this Agreement, as that term is defined in section 35.104 of Title 28 of the Code of Federal Regulations, as may be amended, Consultant shall ensure that any such web content is in full compliance with all applicable requirements of the most current version of the Web Content Accessibility Guidelines, the Americans with Disabilities Act, Code of Federal Regulations and/or California law. Consultant shall defend, indemnify, and hold harmless City, its officers, employees, and agents from and against any and all claims, liabilities, damages, or expenses arising out of Consultant's failure to comply with such requirements. This provision shall survive expiration and/or termination of this Agreement.

9 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

ATTACHMENT A

HUMAN RESOURCES/RISK MANAGEMENT DIVISION

INSURANCE REQUIREMENTS

AGREEMENT OVER FORMAL BID LIMIT OR INVOLVING HIGH RISK ACTIVITIES General - Required Coverage/Documentation
● General Liability: $1 Million per occurrence /$2 Million aggregate ● Automobile Liability: $1 Million combined single limit ● Workers' Compensation: Statutory *Must provide a Waiver of subrogation ● Additional Insured Endorsement (AIE) - General Liability policy: CG 20 38 04 13 or an equivalent, blanket endorsement or section of the policy. Endorsement shall cover the City of Roseville, its officers, agents, employees and volunteers as additional insured. ● Policies must be primary and non-contributory
● A 30 day notice of cancellation must be provided
● List certificate holder as: The City of Roseville - Insurance Compliance, PO Box 100085-R1, Duluth, GA 30096
Additional Liability/Insurance Requirements if required by Agreement (and marked below):

Construction:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Design Professional:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Professional Liability:
$2 Million/occurrence
Professional Consultant:____
Professional Liability:
$1 Million/occurrence
IT Services:_X___
Professional Liability:
$1 Million/occurrence
No auto required
Cyber Liability:
$1 Million/occurrence
Hazardous Materials:____
Pollution Liability:
$1 Million/occurrence
Special Events/Caterers-Vendors:____
No auto required
No workers' comp required
Professional Counseling/ Psychological:____
Professional Liability:
$1 Million/occurrence
No auto required
10 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

Pyrotechnics:____
General Liability:
$5 Million/occurrence
$10 Million aggregate
Auto - $2 Million/occurrence
Chemical/Environmental:____
General Liability:
$3 Million/occurrence
$6 Million aggregate
Pollution – $2 Million/Occurrence
Auto - $2 Million/Occurrence
Insurance Submission Process
The City of Roseville Human Resources/Risk Management Department uses a service called EBIX to manage our insurance certificate tracking.

How It Works
● The vendor's contact information is entered into EBIX. EBIX will contact the vendor to request proof of insurance.
● The Vendor can forward the request to their Insurance Agent(s) if necessary. ● Vendor/Insurance Agent submits insurance to EBIX by email to [email protected] or by fax to (770) 325-5727. After faxing or emailing the certificate, please DO NOT send the certificate by mail to EBIX. Please do not mail, email or fax any certificates to the City of Roseville. ● Once submitted, EBIX reviews the insurance documentation. If there are deficiencies, EBIX will send a follow up letter or email requesting additional information.

Questions Regarding Insurance Submission: Contact EBIX at (951) 652-4239 Questions Regarding Insurance Requirements Contact Risk Management at (916) 774-5202

11 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Contract Purchase Agreement 3005533

Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ City of Roseville, A Municipal Corporation
Signature:______________________________________________ Print Name: Dominick Casey
Title: City Manager
Date:__________________________________________________ 12 Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16 Vice President – Law and Assistant Corporation Secretary Corporate Treasurer
7/6/2026
Lisa Kiichler
Emily Nielsen
7/6/2026

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June 30, 2026

Accelerating Culture with CliftonStrengths at City
of Roseville

Submitted to:

Kate Rebello
Senior Administrator
City of Roseville

3900 Main St Fl 7
Roseville, CA, 92522
United States

t 916-774-5945
[email protected]
Submitted by:

Bob Sheehan
Associate Principal
Gallup, Inc.

901 F Street, NW
Washington, D.C. 20004
United States

t 202-715-3131
[email protected]

Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Drive Key Business Outcomes
Using CliftonStrengths®

Gallup’s CliftonStrengths programs optimize key business priorities by using the science of positive psychology to maximize the potential of individuals, teams and organizations. Grounded in decades of research, Gallup’s strengths‑based philosophy has helped organizations achieve significant gains in business performance, employee and customer engagement, and wellbeing, including:
19%

HIGHER SALES
72%

LOWER TURNOVER
29%

HIGHER PROFIT
23%

HIGHER EMPLOYEE

ENGAGEMENT
3x

MORE LIKELY TO REPORT

EXCELLENT QUALITY OF LIFE
7%

HIGHER CUSTOMER METRICS

IMPROVE PERFORMANCE BY DEVELOPING TALENTS INTO STRENGTHS Gallup’s CliftonStrengths assessment is a tool for understanding people’s naturally recurring patterns of thought, feeling and behavior.

Using the CliftonStrengths assessment solves one key issue — identifying an individual’s talents — but work is required to develop one’s natural talents into strengths. Just because employees take an assessment doesn’t mean they will be able to use their talents effectively in the workplace.

Feedback after the assessment and integration of strengths principles into onboarding and other individual, team and leadership development opportunities are vital.

Through ongoing coaching, consulting and development opportunities for leaders, managers and team members, strengths can become an integral part of an organization’s culture. Gallup helps organizations build a sustainable strengths program by providing steps and tools for continual dialogue, discovery and action.

GALLUP’S STRENGTHS FRAMEWORK
Creating Strengths
Experiences
Equip executives, leaders,
managers, and teams to apply
and lead with their strengths.

Building Strengths
Capability
Build internal capability to
implement and scale the
strengths movement.

Measuring the Effect of Strengths
Demonstrate qualitative and
quantitative results driven by
the power of strengths.

Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Elevate Your Workforce by
Focusing on What They Do Best

Based on decades of research, the assessment categorizes strengths into 34 themes, providing individuals with insights into their natural patterns of thinking, feeling and behaving.

The assessment provides a powerful framework for
understanding individual strengths by categorizing them into four key domains:

EXECUTING : This domain includes strengths that help
individuals make things happen. People with strengths in this domain are known for their ability to turn ideas into reality.

INFLUENCING : This domain helps individuals take charge, speak up and ensure others are heard. These strengths are particularly useful for people who need to sell ideas or influence others.

STRATEGIC THINKING : This domain helps individuals
absorb and analyze information that informs better decisions.

People with strengths in this domain are known for their ability to think about the future and make plans accordingly.

RELATIONSHIP BUILDING : This domain includes
strengths that help individuals build strong relationships that hold a team together. People with strengths in this domain are adept at creating groups and teams that are greater than the sum of their parts.

By focusing on strengths rather than weaknesses, the
assessment aims to help people understand and develop
their natural abilities.

Drive Growth at Every Level
For individuals, CliftonStrengths provides powerful insights into their unique strengths, helping them focus on what they do best and achieve their highest potential.

At the team level, CliftonStrengths enables individuals to more effectively collaborate by aligning complementary
talents, enhancing communication, and boosting overall
performance.

On an organizational scale, CliftonStrengths transforms company culture by developing strengths-based leadership, optimizing talent management, and creating an engaged
workforce that drives sustained success and innovation.

3 4 C L I F T O N S T R E N G T H S

E X E C U T I N G
These themes answer the question,
“How do you make things happen?”
| Achiever®
| Arranger®
| Belief®
| Consistency®
| Deliberative®
| Discipline®
| Focus®
| Responsibility®
| Restorative™

I N F L U E N C I N G
These themes answer the question,
“How do you influence others?”
| Activator®
| Command®
| Communication®
| Competition®
| Maximizer®
| Self-Assurance®
| Significance®
| Woo®

S T R A T E G I C T H I N K I N G
These themes answer the question,
“How do you absorb, think about, and
analyze information and situations?”
| Analytical®
| Context®
| Futuristic®
| Ideation®
| Input®
| Intellection®
| Learner®
| Strategic®

R E L A T I O N S H I P B U I L D I N G
These themes answer the question,
“How do you build and nurture
strong relationships?”
| Adaptability®
| Connectedness®
| Developer®
| Empathy®
| Harmony®
| Includer®
| Individualization®
| Positivity®
| Relator®
Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

Accelerate Growth With Personalized CliftonStrengths® Reports CliftonStrengths reports provide a personalized roadmap to understanding and applying your unique strengths. With insights into your Top 5 or your full 34 themes, these reports reveal how your talents shape your approach to life and work, how they interact, and where potential blind spots may arise. You'll gain actionable strategies to leverage your strengths, enhance your performance and contribute more effectively to team success.

CLIFTONSTRENGTHS TOP 5 REPORT
Discover personalized insights for your Top 5 strengths and how they shape your approach to life and work. This report highlights how your themes interact, identifies potential blind spots and provides actionable strategies to apply your strengths effectively. With practical tips and guidance, this report empowers you to unlock your potential and lead with confidence and purpose.

CLIFTONSTRENGTHS 34 REPORT
This report provides a comprehensive view of your strengths, including personalized insights into your Top 5 themes and detailed guidance for using your Top 10 to achieve success. It explains how your 34 themes align with the four domains, highlights potential blind spots and offers strategies for managing themes ranked 11-34. Designed for depth and customization, this report helps you leverage your strengths to thrive individually and contribute effectively to teams.

Role-Based Reports
Our role-specific reports provide tailored insights and strategies for leaders, managers and sales professionals.

CliftonStrengths for Leaders: Communicate a vision of excellence in your organization and inspire your teams to higher performance.

CliftonStrengths for Managers: Manage intentionally, meet your goals and improve your team's success with manager‑specific theme insights.

CliftonStrengths for Sales: Strengthen relationships with customers and prospects while selling more, using your sales‑specific theme insights.

Each report comes with:
• role-based strengths insights
• hindrances to watch for
• reflection questions
• action items
Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

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Gallup Global Strengths Coach

INSTRUCTOR -LED COURSE

PROGRAM FORMAT:

This course is offered in two formats:
• four-and-a-half-day, instructor-led, in-
person course
• four-day, instructor-led virtual course
PREREQUISITES:

None
COURSE TOPICS:
• The Breakthrough of Strengths You as a
Coach
• Establish the Coaching Relationship
• Help Clients Understand Their Strengths
Profile
• Help Clients Understand and Appreciate
Their Strengths
• What About Weaknesses?
• Help Clients Invest in and Develop Their
Strengths
• Digging Deeper Into CliftonStrengths
Themes
• Pursuing a Life Well-Lived Theme
Dynamics Coaching Practice
• Your Continuous Development Coaching
Managers and Teams
• Strategies for Building a Strengths- Based
Culture
• Strengths-Based Coaching Activities for
Teams

COACHING SESSION WITH A GALLUP

STRENGTHS COACH
This learning experience includes an individual 60-
minute coaching session with a Gallup strengths
coach. The session takes place by phone after the
course.

Courses are conducted at Gallup locations worldwide and virtually via Zoom. Gallup can also deliver this course at your location for groups of 15 or more. Visit
https://www.gallup.com/learning for upcoming dates,
locations and tuition information. Contact
[email protected] with additional inquiries.

Learn how to find human potential — and then switch it on. In the Gallup Global Strengths Coach course, you will learn how to coach people to know themselves better, form stronger teams, excel in their career and perform better than ever before.

WHO SHOULD ATTEND
This program is for people who lead coaching conversations, including independent professional coaches, corporate coaches, executive coaches, educators, leaders and managers.

WHAT YOU CAN EXPECT
This in-depth, hands-on coaching course will enhance your coaching by reshaping the conversation about human
development. You will learn a radically different way to develop others — helping them focus on their strengths and use them to produce hard-hitting results.

You will explore and refine your coaching style by developing your CliftonStrengths.

You will gain the science, expertise, techniques, tools, practice and experience you need to positively influence people’s lives with the gift of strengths. You will help the people you coach better understand their talents and strengths, navigate their challenges, move forward when they are stuck, and reach their greatest potential.

During this course, you will learn how to integrate the principles of strengths-based development into your coaching by:
• developing your own strengths and using them to become a more effective coach
• appreciating your clients’ unique talents, understanding what they can contribute to the world, and helping them use their talents and strengths to reach their goals
• providing managers with techniques for boosting individual and team performance using CliftonStrengths
• empowering teams to address challenges by using their collective strengths
• helping teams learn how to appreciate others’ talents and strengths and combine them to accomplish goals together

Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

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Participants receive the following digital coaching kits:

STRENGTHS COACHING STARTER KIT
This digital kit will help you understand and apply the principles of strengths - based development to advance your coaching and help your clients learn, grow, develop and succeed.

This kit includes:

• two informative guides with fundamental concepts and
techniques to coach others on their talents and strengths • content and resources to support your clients as they understand their greatest potential
• resources to explore and integrate the 34 CliftonStrengths themes into coaching
Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

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STRENGTHS -BASED COACHING WITH MANAGERS AND TEAMS
This digital kit will help you incorporate successful strategies and tools into your coaching to help managers and teams maximize their individual and collective talents to reach desired performance outcomes.

This kit includes:

• an introduction to the most important factors in creating a strengths- based team and a manager’s vital role in this process • content and resources to support your coaching with managers and teams
• resources to explore and integrate the 34 CliftonStrengths themes into coaching activities for teams

12 SELF -PACED LEARNING IN ACTION MODULES
AFTER THE COURSE (45 -60 MINUTES EACH)
Learning in Action modules help participants implement what they have learned and continue their development as a strengths coach after the course. Modules include suggested actions, study guides, sample coaching conversations, illustrations, suggestions for using coaching tools and more. Participants have access to this content for two years to revisit as they apply their coaching skills and expand their experience.

Project Deliverables
Products
Gallup Global Strengths Coach
• Gallup Global Strengths Coach will teach independent professional coaches, corporate and executive coaches, educators, leaders, and managers how to lead coaching conversations and reshape the conversation on developing others. This four-and-a-half-day, instructor-led course guides coaches through integrating the principles of strengths-based coaching by developing both their clients’ strengths and their own. Participants deepen their understanding of how unique talents influence behavior, relationships, and performance and how strengths-based coaching propels individuals toward their goals. As part of the course materials, participants receive six CliftonStrengths (CS) codes to support application of course learning and continued development toward Gallup’s certified coach credential.

These codes expire one year after issuance.

Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

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Investment Summary

Products

Final Price
• 30 – Gallup Global Strengths Coach $100,000.00

Sub-Total:

$100,000.00

TOTAL: $100,000.00

All prices are expressed in USD.

Terms and Conditions

The terms and pricing of this proposal are fixed for 60 days following the date of proposal submission. Gallup reserves the right to revisit the terms and pricing of this offer should more than 60 days pass before both parties sign a final contract.

Copyright

This document contains proprietary research, copyrighted materials and literary property of Gallup, Inc. It is for the guidance of your organization only and is not to be copied, quoted, published or divulged to others outside your organization, except as otherwise required by law.

This document is of great value to Gallup, Inc. Accordingly, international and domestic laws and penalties guaranteeing patent, copyright, trademark and trade secret protection safeguard the ideas, concepts and recommendations related within this document.

No changes may be made to this document without the express written permission of Gallup, Inc.

Gallup®, CliftonStrengths® and each of the 34 CliftonStrengths theme names, and Q12® are trademarks of Gallup, Inc.

All rights reserved. All other trademarks and copyrights are property of their respective owners.

Docusign Envelope ID: 74319E77-7722-83E0-81EC-5B87430F6D16

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.21
File #: 0323
Item ID: 2026-641

Title: Independent Audit and Comparative Analysis of Animal Control Services - Professional Services Agreement
Contact: Mark Peinado 916-774-5021 [email protected]

SUMMARY
Staff recommends approval of a professional service agreement with MGT Impact Solution, LLC, and authorizing the City Manager to execute it. The purpose of this work is to provide the City with objective and defensible data regarding the cost and scope of services currently provided under contract with the Placer County Society for the Prevention of Cruelty to Animals, including cost per animal and service level comparisons with similar agencies. The total cost to complete the Independent Audit and Comparative Analysis of Animal Control Services is $108,898. Funding will come from the Police Department's FY2026- 27 budget, in the General Fund.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution to approve the Professional Service Agreement with MGT Impact Solution, LLC, and authorizing the City Manager to execute it on behalf of the City.

BACKGROUND
The City of Roseville currently contracts with the Placer SPCA for the provision of animal control and sheltering services. As part of ongoing contract oversight and fiscal responsibility, the City identified the need for an independent evaluation of both the cost and scope of services being provided.

This effort is intended to:
• Establish a clear understanding of the true cost of animal control and sheltering services, including cost per animal.
• Evaluate the range of services provided, including distinctions between mandated and discretionary services.
• Conduct a comparative analysis with contractual comparison agencies to assess alignment with regional benchmarks.
• Provide the City with objective, reliable, and defensible data to inform future policy decisions and contract negotiations.

Given the complexity of animal services operations and the importance of ensuring an unbiased and accurate analysis, staff determined that the work should be conducted by an independent third-party consultant with expertise in public sector auditing and cost analysis.

The Roseville Police Department issued a Request for Proposals (RFP #14-006) to solicit qualified firms to perform the audit and comparative analysis. The RFP outlined a detailed scope of work and evaluation

criteria focused on selecting the firm best qualified to deliver a comprehensive and defensible analysis.

MGT Impact Solutions, LLC received the highest overall score and demonstrated the strongest qualifications across all evaluation categories.

FISCAL IMPACT
The total cost to complete the Independent Audit and Comparative Analysis of Animal Control Services is $108,898. Funding will come from the Police Department's FY2026-27 budget, within the General Fund.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) only applies to projects which have the potential to cause a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. (CEQA Guidelines §15061(b)(3)).

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

2. Remain fiscally responsible in a changing world

1. Ensure a safe and healthy community

6. Deliver exceptional City services

Respectfully Submitted,
Mark Peinado, Management Analyst

Jeff Beigh, Police Chief

ATTACHMENTS:

1. Resolution 26-301

2. PSA

3. Master Score Sheet

4. Intent to Award Notification

REVIEWERS:

Mark Peinado, Police Department Created/Initiated - 7/15/2026 Liz Luevano, Police Department Approved - 7/15/2026
Jeff Beigh, Police Department Approved - 7/17/2026
Kelly Aye, City Attorney Department Approved - 7/20/2026 Katrina Six, City Clerk Department Approved - 7/20/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/23/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

RESOLUTION NO. 26-301

APPROVING A PROFESSIONAL SERVICES AGREEMENT, BY AND BETWEEN THE

CITY OF ROSEVILLE AND MGT IMPACT SOLUTIONS, LLC, AND AUTHORIZING THE

CITY MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE

WHEREAS, a Professional Services Agreement for the Independent Audit and Comparative Analysis of Animal Control Services Contract, by and between the City of Roseville and MGT Impact Solutions, LLC, has been reviewed by the City Council; and

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said Professional Services Agreement is hereby approved and that the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 2026, by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

______________________________
MAYOR

ATTEST:

________________________
City Clerk

Department: Police Department
Date: 5/18/26
RFP 14-006
for
Independent Audit and Comparative Analysis of Animal Control Services Contract

Evaluation
Criteria
"A"
Evaluation
Criteria
"B"
Evaluation
Criteria
"C"
Evaluation
Criteria
"D" Total
Ranking Company Name Score Max Points
Possible
Score Max Points
Possible
Score Max Points
Possible
Score Max Points
Possible
Score
1 MGT Impact Solutions, LLC 29 30 29 30 22 25 15 15 95
2 GPP Analytics Inc. 22 30 25 30 20 25 11 15 78
3 Baker Tilly 27 30 15 30 20 25 12 15 74
4 McVentures Group 15 30 15 30 25 25 5 15 60
0 0
0 0
0

311 Vernon Street
Roseville, CA 95678

NOTICE OF INTENT TO AWARD

To: All Proposers concerning RFP 14-006 Independent Audit and Comparative Analysis of Animal Control Services Contract

From: Roseville Police Department
Subject: Notice of Intent to Award

For RFP 14-006 Independent Audit and comparative Analysis of Animal Control Services Contract, pending City Council approval, the City recommends awarding a contract to MGT Impact Solutions, LLC.

To inquire about the recommended award, please write to Roseville Police Department, Police Lieutenant, Courtney Scurria, at [email protected]

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.22
File #: 0504-01
Item ID: 2026-634

Title: 2026 Citywide Records Retention Schedule Update
Contact: Kelly Aye 916-774-5377 [email protected]

SUMMARY
Staff recommends approval of the updated 2026 Citywide Records Retention Schedule. There is no fiscal impact to the General Fund.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution approving the 2026 Citywide Records Retention Schedule.

BACKGROUND
California Government Code Section 34090 provides that certain City records, instruments, or documents may be destroyed with the approval of the City Council by resolution and consent of the City Attorney. The Citywide Records Retention Schedule is updated and maintained by the City Attorney's Office to direct City staff with regard to the retention of both physical and electronic records. This year's updates are routine in nature and include changes to statutory references, updating retention periods based on State statutes, eliminating documents from the schedule that the City no longer creates, and adding new documents to the schedule.

FISCAL IMPACT
Maintaining a records retention schedule that allows for the destruction of specified types of documents after a certain period of time will likely result in an unspecified reduction to document storage and retrieval costs. There is no fiscal impact to the General Fund.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378.

Adoption of an updated Citywide Records Retention Schedule meets the above criteria and is not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

Respectfully Submitted,
Kelly Aye, Paralegal

Michelle Sheidenberger, City Attorney

ATTACHMENTS:

1. Resolution 26-288

2. 2026 Records Retention Schedule redline

3. 2026 Records Retention Schedule Final

REVIEWERS:

Kelly Aye, City Attorney Department Created/Initiated - 7/13/2026 Kelly Aye, City Attorney Department Approved - 7/13/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/13/2026 Kelly Aye, City Attorney Department Approved - 7/14/2026 Katrina Six, City Clerk Department Approved - 7/14/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/21/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

RESOLUTION NO. 26-288

ADOPTING THE 2026 CITYWIDE RECORDS RETENTION SCHEDULE

WHEREAS, Government Code Section 34090 provides that certain City records, documents, or instruments may be destroyed with the approval of the City Council by resolution and with the written consent of the City Attorney; and

WHEREAS, staff desires to update the current Citywide Records Retention Schedule to supersede the 2024 Citywide Records Retention Schedule; and

WHEREAS, the City Council has reviewed the revised 2026 Citywide Records Retention Schedule.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Roseville that the 2026 Citywide Records Retention Schedule is hereby adopted.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of __________________________, 2026, by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

______________________________
MAYOR

ATTEST:

___________________________
City Clerk

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

1 CITY OF ROSEVILLE
2024 2026 Records Retention Schedule
(For both paper and electronic records)

DEPARTMENT /

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICAT
E

RETENTIO
N

CITATION REMARKS

CITY-WIDE
100 001 Accident Reports CL + 7 2 29CFR
1904.2;
29CFR 1904.6
Not Fire or Police
100 002

Administration Files With Dept. 2 GC 34090
100 003 Administrative Regulations City Mgr. S
+ 2
S GC 34090
100 004 Agreements – Executed City Clerk P CL CCP 337; GC 34090
CCP 337 – 4 years
100 005 Audio /Video Tapes – Board &
Commission Meetings
 With approved minutes
 Without approved
minutes
1 90 days
1 1 GC 34090.7

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

2 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
100 006 City Brochures & Publications 2 GC 34090 Templates are considered preliminary
drafts exempt from
disclosure (GC 7927.500)
100 007 CEQA Documentation City Clerk P CL+2

GC 34090(a);
CEQA
Guidelines

100 008 Chron Files 2 GC 34090 Chronological files - correspondence
100 009 Consent for Medical Treatment 5 GC 34090
100 010 Conflict of Interest Statements
(includes FPPC Annual Filing)
City Clerk 8
7 S 4 GC 34090
GC 81009

100 011 Construction Standards P GC 34090
100 012 Council & Commission Agendas 3 2 GC 34090
100 013 Council & Commission Approved
Minutes
City Clerk P 2 GC 34090 (d);
36814, 40801
34090 (d) – records less
than 2 years
100 014 Council Communications

City Clerk
P
GC 34090
100 015 Department/Division Files –
General
2 2 GC 34090
100 016 Department History/Historical
Files
P 2 GC 34090
100 017 Disaster Plan S GC 34090
100 018 Employee Work Calendars or
Diaries
2 2

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

3 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
100 019 Fee Schedules S + 2 GC 34090
100 020 General Correspondence 2 2 GC 34090
100 021 General Information Memos City Mgr. 3 2 GC 34090(d) 100 022 Grant Files CL + 7 GC 34090
100 023 Incident Reports 2 29CFR
1904.2;
29CFR
1904.6

100 024 Intergovernmental Meetings &
Projects
5 2 GC 34090
100 025 Maintenance Records 2 2 GC 34090
100 026 Memberships T GC 34090
100 027 Meeting Procedures S S GC 34090
100 028 Monthly/Quarterly
Performance or Status Reports
Finance 4 2 GC 34090
100 029 MSDS Sheets Purchasing
or By Dept. P
GC 34090
100 030 Payment
Requests/Reimbursement/
Invoice
Documents (including Petty
Cash)
Finance 5 2 GC 34090
100 031 Policies & Procedures (includes
individual departments)
S + 2 S + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

4 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
100 032 Press Releases 2 GC 34090
100 033 RFP’s, RFQ’s, Bids:

Successful
Unsuccessful

CL + 5
CL + 2
GC 34090;
CCP 337;
GC 25105.1

100 034 Security video footage moved
into Case Management
(portions of routine,
automated security video
identified for retention rather
than automatically overwritten
or deleted
1 GC 34090.6
100 035 Security video footage not
moved into Case Management
3 days , full
recording;
30 days
motion only
GC 34090.6 For uneventful, routine
video recordings. Full
recording is stored for 3
days; transitions to
motion only retained for
30 days.
100 036 Subject files 3 GC 34090(d)
100 037 Vehicle files (includes Pool Car) S + 2 2 GC 34090 100 038 Workplace Safety Inspections 2 2 GC 34090
CITY

ATTORNEY

300 001 Boards and Commissions 2 GC 34090
300 003 City Attorney personnel files CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

5 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
300 004 City owned facilities/properties
files
10 GC 34090
300 005 Potential Claims 2 GC 34090 City Clerk keeps 5 years 300 006 Code Enforcement
 Administrative citations
 Compliance documents
 Appeal Hearings
2 CL+2
10 5
GC 34090
300 007 Conflict of interest – documents
and opinions
2 GC 34090
300 008 Districts – PBID CL + 5 GC 34090
300 009 Easements 10 GC 34090
300 010 Employee disciplinary actions,
grievances, complaints and
investigations
CL + 2 GC 34090
300 011 Grand Jury 10 PC 933(c) Must be kept a minimum of 5 years
300 012 Legal Service Agreements 10 GC 34090
300 013 Litigation Files
Pitchess Motions
P
CL+2
GC 34090
300 014 Ordinance Files 10 GC 34090
300 015 Railroad 5 GC 34090
300 016 Project Files 10 GC 34090
300 017 Property Acquisitions P GC 34090(a)
300 018 Small Claims CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

6 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
300 019 Stop Payment Notices CL + 2 GC 34090 City Clerk retains for CL + 2 300 020 Subpoenas 5CL + 2 GC 34090
300 021 Taxes 5 GC 34090

CITY CLERK
400 001 AB1234 Certificates T + 1
400 002 Agreements – Executed P GC 34090;
CCP 337;
CCP 343
At least 4 years
400 003 Bids / RFQ’s (over council limit)
• Successful
Unsuccessful

7 2
GC 34090;
CCP 337

400 004 Applications, Boards,
Commissions, Committees

 Successful Applicants

 Unsuccessful Applicants
CU + 2

S + 2

2 2 GC 34090;
GC
34090(e)
for
minutes,
bylaws and
resolutions

400 005 Bonds and Securities CL + 2 GC 53921;
GC 43900;
CCP 337.5

400 006 Ceremonial Resolutions and
Proclamations
2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

7 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
400 007 Charter Files P 10 GC 34090(e);
GC 34458-60

400 008 Council Appointment Process P GC 34090
400 009 Council Salary Amendments P GC 34090
400 010 Elections 7 GC 34090
400 011 Elections: Certificates of
Election, Oaths of Office and
Applications
5 GC 34090
400 012 Grand Jury 10 2 PC 933(c) Must be kept a minimum of 5 years
400 013 Municipal Code Revisions and
Updates
P
400 014 Notice of Adjournment 2 GC 34090
400 015 Passport Transmittal Receipts CL + 2 GC 34090 400 016 Records Management:

Retention Schedules
S + 4 GC 34090;
CCP 343

400 017 Authorization to Destroy
Certificates
P 2 GC 34090.5
400 018 Stored Records Lists S S GC 34090
400 019 Public Records Requests CL + 2 GC 34090
400 020 Resolutions & Ordinances P GC 34090(e)
400 021 Stop Notices and Preliminary
Notices
CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

8 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
400 022 Tort Claims / Liability Claims CL + 5 2 GC 34090; GC 25105.5

400 023 Video Tape – City Council and
Commission Meetings
3 3 GC 34090

CITY

MANAGER

500 003 Fee Estimate Files 5 1 GC 34090
500 004 Grant Applications 2 GC 34090
500 005 Nexus Studies P GC 34090
500 006 REACH Fund – Private
Donation Record
City Clerk
P
2 GC 34090

DEVELOPMENT

SERVICES

Building
600 001 All Construction Finals P GC 34090
600 002 Building Permits
w/Inspections
P H&S 19850;
GC 34090

600 003 Building Permits without
Inspections
CL + 2 H&S 19850;
GC 34090

600 004 Code Enforcement CL + 5 GC 34090
600 005 Construction Permit Files P GC 34090 Electronic files

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

9 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
600 006 Daily Inspection List 3 GC 34090
600 007 Encroachment Permits and
Grading Permits (temporary in
Nature)
CL + 2 GC 34090
600 009 Plan Checks, Expired –
Application & Expiration
Notification Letter
CL+2 GC 34090
600 010 Plans – Commercial P GC 34090(a);
H&S 19850

600 011 Plans, Custom Residential CL + 1 GC 34090 600 012 Plans – Production Residential CL + 180 days GC 34090 600 013 Tenant Improvement
Inspections
P GC 34090
Engineering
600 014 Construction / Design Standards P GC 34090 600 015 Grant Files CL + 7 GC 34090
600 016 As-Built/Record Drawings P GC 34090
600 017 Leases 10 GC 34090
600 018 Project Files including: GC 34090
600 019(a)  Drainage Studies &
Watershed Maps
P GC 34090
019(b)  Pad Certification P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

10 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
019(c)  Permits (Encroachment,
Grading, Trench Cut)
P GC 34090
019(d)  Conditions P GC 34090
019(e)  Submittals and
Correspondence related
CL GC 34090
019(f)  Revisions &
Correspondence related
CL GC 34090
019(g)  Punch List CL GC 34090
019(h)  COC Package P GC 34090
019(i)  Soil Reports P GC 34090(d);
CCP 338.1


600 020 Property Acquisitions P GC 34090(a);
GC 7928.705;
CCP 337.2

600 021 Recorded Maps P GC 34090
600 022 Roseville Community Hospital P GC 34090
600 023 Stormwater Inspection Data CL + 3 GC 34090 Planning Administrative draft reports are
destroyed upon approval of
final reports

600 024 Annexations / Detachment P 10 GC 34090
600 024.5 Environmental Review (CEQA) P GC
34090(a);
CEQA
Guidelines

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

11 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
600 025 Development Agreements City Clerk
P
GC 34090
600 026 Easements P GC 34090
600 027 General Plan Files City Clerk
P
GC 34090
600 028 Grading Plan P GC 34090
600 029 Home Occupation P GC 34090
600 030 Lot Line Adjustments P GC 34090
600 031 Parcel Maps P 10 GC 34090
600 032 Permits P GC 34090
600 033 Project Files (includes special
projects)
P GC 34090
600 034 Sign Files P GC 34090
600 035 Specific Plan Files P 20 GC 34090
600 036 Standard Sign Permits P CL + 2 GC 34090
600 037 Subdivision Files P 10 GC 34090
600 038 Variance P GC 34090
600 039 Voluntary Merger P GC 34090
600 040 Zoning / Rezone P 5 GC 34090

ECONOMIC

DEVELOPMENT

Housing
700 001 Affordable Purchase Client Files CL + 3 GC 34090 700 002 Affordable Rental Agreement
Files – Active – General
Correspondence
3 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

12 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
700 003 Affordable Rental Agreement
Files – Expired
CL + 3 GC 34090
700 004 Affordable Rental Agreements CL Scanned
copy 15
years
GC 34090
700 005 CDBG Program Files CL + 3 GC 34090
24 CFR 570,
503

700 006 First Time Homebuyer Client
Files
CL + 3 GC 34090
700 007 First Time Homebuyer Wait List
Files
3 GC 34090
700 007.1 Grant Applications 2 GC 34090
700 009 HCV Program Participant &
Applicant
3 GC 34090
700 010 HOME Applications &
Agreements
CL + 5 GC 34090
700 011 HOME Program Client Files CL + 5 GC 34090 700 012 Housing Authority City Clerk
P
GC 34090
700 013 Housing Authority – Housing
Assistance Payment Check Stubs
2 GC 34090
700 014 Housing Rehabilitation Client
Files
CL + 3 GC 34090
700 015 Housing Rehabilitation Wait List
Files
3 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

13 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Redevelopment
and Successor
Agency

700 017 Bank Statements P GC 34090
700 018 Bond Documents P GC 34090
700 019 Financial Statements and Audit
Reports
P GC 34090
700 020 Oversight Board Resolutions P GC 34090
700 021 Railroad files P GC 34090
700 022 Redevelopment Projects – Bond
Financed
P GC 34090
700 023 Redevelopment Projects – Tax
Increment Financed
10 GC 34090

ELECTRIC

Electric / Risk &
Compliance

800 001 AB32 GHG Emissions Verification
Opinions and Inventory Reports
10 GC 34090
800 002 CEC reports and filings P GC 34090
800 003 Compliance filings and reports S + 10 GC 34090 800 004 GHG Management Plan 10 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

14 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 005 NERC Reliability Standards
Evidence
S GC 34090 Current information is
kept until a new audit is
performed
800 006 Standard Operating Procedures P10 GC 34090 Electric /
Construction

800 007 General Order Inspections
(G095/128)
P GC 34090 Stored in Maximo
800 008 Construction Maintenance
Inspection Reports (G0165)
P GC 34090 Stored in Maximo
Electric / Dispatch
800 009 Audio Recordings – Dispatch
Phone and Radio
10 Corp Yard
GC 34090;
NERC
Standards
Stored by IT
800 010 Daily Dispatch Reports P GC 34090
800 011 Dispatch Service Requests P GC 34090 Stored in Maximo 800 012 Outage Reports P GC 34090
Electric /
Engineering

800 013 Data Logs P GC 34090
800 014 Drawings P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

15 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 015 Project Files – Engineering P GC 34090
800 016 Technical Files P GC 34090
Electric /
Generation

800 017 Construction Drawings P GC 34090
800 018 Equipment Drawings P GC 34090
800 019 Equipment Maintenance
Records
P GC 34090
800 020 Equipment manuals and
specifications
P GC 34090
800 021 Generation compliance records
and communications
P GC 34090
800 021.1 Hazard Materials Records P GC 34090
800 022 J Log P GC 34090
800 022.1 Maintenance Work Orders P GC 34090
800 023 MSDS sheets P GC 34090
800 023.1 Project Files - Engineering P GC 34090
800 023.2 SPCC/HMPB – Spill Prevention P GC 34090
800 024 Video Access Log 90 days GC 34090
Electric /
Metering

800 025 Customer Requested Meter
Test Data
P GC 34090 Stored in Maximo

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

16 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 026 Historical Address Locations &
Test Data
P GC 34090 Stored in Access DB
800 027 Power Quality Recordings P GC 34090 Sent to engineering and stored in electric shared
drive
800 028 Meter Test Results P GC 34090 Stored in Maximo 800 029 Tenant Improvement Plan
Checks and Inspections
CL
Planning
Dept.

GC 34090 Accela – storage of data
handled by
Development Services
Electric / New
Services

800 030 Project Job Files – New Services P GC 34090 Electric /
Operations

800 031 Department of Transportation
Driver Proficiency
P GC 34090 Stored by Risk
Management
800 032 Hazard Materials Records P GC 34090 Stored in Maximo and electric shared storage
drive
800 033 Maintenance Work Orders P GC 34090 Stored in Maximo 800 035 MSDS Sheets P GC 34090 Stored in REU
warehouse and/or ops
admin building –
electronic MSDS files as
well

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

17 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 036 SPCC/HMPB – Spill Prevention P GC 34090 Stored in REU Warehouse and/or ops
admin building
800 037 Tree Maintenance Inspections P GC 34090 Stored in ops admin building
800 038 Vehicle Inspection Forms 90 days GC 34090 Stored in ops admin building and/or
electronically through
Zonar
Electric / Power
Supply

800 039 AB32 Invoices P GC 34090
800 040 AB32 Emission Instrument
Transaction Confirmations
P GC 34090
800 041 Corporate Guarantees P GC 34090
800 042 Greenhouse Gas Verification
Documents
P GC 34090
800 043 Master Contracts / Agreement P
City Clerk
GC 34090
800 044 Outside Reports generated for
outside agencies or Council
P GC 34090
800 046 Power and Natural Gas
Transaction
Confirmations
P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

18 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 047 Renewable Transaction
Confirmations
P GC 34090
800 048 Scheduling Data /
Documentation
P GC 34090
800 049 Settlement Invoices – ALL P GC 34090
800 050 Settlements – Power Bills –
Wire Requests
11 Accts
Payable
GC 34090
800 051 SQL Server Data Warehouse P GC 34090
Electric / Finance
800 052 Annual financial reporting for
bond issues – continuing
disclosure
3 years past
bond
maturity
GC 34090
800 053 Cost of Service Study P GC 34090
800 054 Customer Counts P GC 34090
800 055 NOAA Weather P GC 34090
800 056 Official Statements 3 years past
bond
maturity
GC 34090
800 057 Quarterly Letter of Credit 3 years past
bond
maturity
GC 34090
800 058 Revenue Reports P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

19 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Electric / Retail
800 059 EPBI Solar Rebates:
-

3 GC 34090
800 060 Grant Programs – Commercial
Rebate documents for auditing
purposes:

3 GC 34090
800 062 Public Benefits rebates:

3 GC 34090
Electric /
Substation

800 064 HMPB/SPCC for each
substation with more than
1320 gallons of oil
P GC 34090 Stored at each
substation facility
800 065 MSDS & Hazard Information
sign
P GC 34090 Located at each
substation facility
800 066 SF6 Gas for each substation P GC 34090 Stores in ops admin building and/or
substation facility
800 067 Substation Entry Log Books 10 GC 34090 Stored in ops admin building and/or
substation facility

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

20 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 068 Substation Maintenance
Records
P GC 34090 Stored in Maximo –
Legacy stored on
electric shared drive
Utility Billing

800 069 Bad Debt Accounts – electronic
information
5 5 GC 34090
800 069.1 Customer Deposit Listing T GC 34090

800 070 Monthly Revenue Summary
Report
3 GC 34090
800 072 Payments from Credit Bureau 3 GC 34090(c)
800 073 Referred to Credit Bureau 5 GC 34090(c)
800 074 Remittance Stub 3 GC 34090
800 075 Utility Bills Archives 3 GC 34090
800 076 Utility Customer
correspondence
5 GC 34090
800 077 Utility Service Orders 2 GC 34090
Utility Customer
Service

800 080 Abd – Automatic Bank Draft
requests
3 GC 34090(c)
800 081 Cash Receipt – Utility Payments 3 GC 34090(c)

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

21 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800

082 ERAP/Med Applications
(Electric Rate Assist
Applications)
3 GC 34090
800

083 Payment Agreements
information
3 GC 34090
800

084 Returned Checks information 3 GC 34090
800

085 Vouchers – Project GO / HEAP /
Salvation Army
3 GC 34090
Electric/Energy
Systems

800 086 Department File Shares
(electronic record)
P GC 34090
800 087 Security camera records
(Hilltop and REP)
90 days GC 34090

ENVIRONMENTAL

UTILITIES

Duplicative of entries
below
900 002 Water Service 5 5 GC 34090
900 003 Water Treatment Plant Files 5 5 GC 34090
900 004 Water Waste Notice 1 1 GC 34090
900 005 Wastewater Treatment Plant
Files
5 5 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

22 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Business
Services

900 006 Annual Financial Reporting for
Bond Issues – Continuing
Disclosures
10 yrs. Past
bond maturity
GC 34090
900 007 Bond Documents 10 yrs. Past
bond maturity
GC 34090
900 008 Budget Documents CU + 6 GC 34090
900 009 Official Statements 10 yrs. Past
bond maturity

900 010 Policies and Procedures S + 5 GC 34090
900 011 Prop. 218 Protests CL + 2 GC 53755 Written protests should be kept for two years
following the date of the
public hearing
900 012 Rates CU + 4 GC 34090
900 012.5 CIP Final Document Project Files P P GC 34090 South Placer
Wastewater
Authority JPA

900 013 SPWA Board Meeting Files P GC 34090
900 014 SPWA Minutes & Resolutions P GC 34090
Waste Services

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

23 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
900 015 Western Placer Waste
Management Authority
Contracts, Meetings and
Associated Compliance
P GC 34090
900 016 SB1383 Compliance Documents 5 CCR Title 14 §
18995.2

900 017 CalRecycle Grants & Payment
Programs
CL + 3 GC 34090
900 018 Closed Landfill documents P GC 34090
900 019 Daily Schedule and Leave Report 2 GC 34090
900 020 Employee Training records P GC 34090
900 021 Household Hazardous Waste
Work Orders and Receipts
3 GC 34090
900 022 Franchise Haulers: applications,
renewals, and invoices
3 GC 34090
900 023 Work Orders (unless otherwise
specified)
5 GC 34090
900 024 Disposal/MRF Weight Tags 5 GC 34090
900 025 Can Warranty (Can Work Orders
& Warranty Submissions)
10 GC 34090

FINANCE

Accounts Payable
1000 001 1099 5 41 CFR 50
201.501
Records must be kept at
least 3 years

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

24 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 002 Paid Invoices & Related Reports CU + 5 GC 34090 1000 004 Quarterly Reports 5 GC 34090
Budget
1000 009 Adopted Annual Budget P GC 34090 Hard copy budget document, including five
year capital improvement
plan and data in City
financial system
1000 011 Budget Adjustments P GC 34090 Effective FY2022-23 all budget documents will
be saved in electronic
format only
1000 012 CIP’s Carry Over CU + 4 GC 34090 Effective FY2020-21 budget the City no longer
conducts an annual CIP
carry over. Current
financial system allows
for the tracking of CIPs
over multiple fiscal years
1000 013 Indirect Cost Study (Cost
Allocation Plan)
P GC 34090
1000 014 Annual City Manager Budget
Review Materials
S GC 34090
1000 015 Quarterly Reports CL + 11 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

25 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 016 Proposed Annual Budget CU + 2 GC 34090 Hard copy budget document including five
year capital improvement
plan
Cash Management
1000 017 AR Paid Invoices 3 GC 34090
1000 018 AR Reports 3 GC 34090
1000 019 Assessment Districts –
Formation
P
1000 020 Bank Reconciliation CU + 5 GC 34090
1000 021 Bank Statements 5 GC 34090
1000 022 Cash Receipts – Daily Cash 3 GC 34090
1000 023 Credit Card & Class Credit Card 3 GC 34090 1000 024 Daily Cash Summary 3 GC 34090
1000 024.1 Grant Files CL + 3
1000 025 Investment Report P GC 34090;
CCP 337;
GC 53607
No less than 4 years
1000 026 Wire Transfers CU + 5 GC 34090
General
Accounting

1000 026 Documentation for Audits P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

26 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 027 Bonds – Long Term Debt CL + 30 GC34090(e); CCP 337.5;
GC 53921

1000 029 Community Facilities District P GC 34090 1000 029.1 Cable Documentation P GC34090 Formerly with City Mgr. 1000 030 FEMA CU + 5 GC 34090
1000 031 Cal EMA CU + 5 GC 34090
1000 032 Audited Financial Statements P GC 34090
1000 033 Fixed Assets 5 GC34090(e);
26 CFR 301
65-1(f)

1000 034 Franchises P GC 34090
1000 035 Trial Balance CU + 5 GC 34090
1000 036 Grant Files CL + 3 GC 34090
1000 037 Fund Transfers CU + 5 GC 34090
1000 038 Journal Entries CU + 5 GC 34090
1000 039 Landscape & Lighting Districts 20 GC 34090 1000 039.1 Petty Cash Custodian Forms CL + 1 GC 34090 1000 040 State Mandated Costs CU + 5 GC 34090
1000 041 Taxes (Other) 5 GC 34090
1000 041.1 Vehicle Inventory CU + 1 GC 34090
Licensing
1000 042 Licenses (includes applications) T + 4 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

27 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 043 So. Placer County Tourism –
Quarterly Assessment
Collection
5 GC 34090
1000 044 Transient Occupancy Tax
Collection
5 GC 34090
Payroll GC 34090
1000 045 Payroll Adjustment listing 7 GC 34090
1000 048 Deferred Compensation Report P GC 34090 1000 049 Garnishments CU + 3 GC 34090
1000 050 Leave Liability /Compensated
Absence Reports
5 2 GC 34090
1000 051 Payroll Check and EFT Registers 5 GC 34090 1000 052 Payroll pay, deductions and
contribution detail
7 GC 34090;
GC 37207

1000 053 PERS Report P GC 34090
1000 054 Secondary Labor 10 GC 34090
1000 055 Time Sheets 7 GC 34090(c);
CFR 516.2

1000 056 Year End – W2 Quarterlys,
Back-up
7 2 GC 34090
Purchasing

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

28 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 056.1 Bid/Quotations City Clerk
Audit + 5
C PC 273.5;
PC 273.6;
PC 646.9
PC 273.5 amended by SB
1005 (2016)
1000 056.2 Price Lists/Catalogs/Brochures 2 2 GC 34090
1000 056.3 Purchasing Records CL + 5 2 GC 34090
1000 056.4 RFQ’s CL + 5 CL + 4 GC 34090
1000 056.5 Contract Purchase
Agreements/Purchase
Orders/Requisitions
CL + 5 2 GC 34090
1000 056.6 Central Stores purchase orders CL + 2 1 GC 34090 1000 056.7 Central Stores stock requisition
forms
CL + 2

GC 34090
1000 056.8 Asset transfer and retirement
form
CL + 2 GC 34090
1000 056.9 Shipment memo records
(Federal Express)
CL + 2 GC 34090
FIRE

1100

001 Ambulance 7 GC 34090
1100

002 Arson Investigation Files 6 PC 800; PC
801
Bodily Injury – 6 years
Structure – 3 years
1100

003 Cost Recovery (DUI, HazMat) CL + 2 GC 34090
1100

004 EKG Reports 4 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

29 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1100

005 EMS Strips 7 GC 34090
1100

006 Fire Inspection Reports 2 2 GC 34090
1100

007 Fire Prevention Inspection Files P GC 34090
1100 007.1 First Responder Fee 2 GC 34090

1100

008 Hazardous Materials Files P 2 GC 34090
1100

009 Juvenile Firesetter Files P GC 34090
1100

010 Patient Care Reports 7 GC 34090
1100

011 Refusal Forms 4 GC 34090
1100

012 Reports – Incident Reports /
Dispatch Calls
2 GC 34090
1100

013 Weed Abatement 5 GC 34090
HUMAN

RESOURCES

1200 001 Benefits Files 5 2 GC 34090
1200 002 Bargaining Units 10 5 GC 34090
1200 003 Classification / Salary Plan S + 2 S GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

30 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1200 0
0 4
004 Consumer Price Index 2 GC 34090
1200 005 EDD Notices 4 GC 34090
1200 006 Employee Medical Files P T+30 GC 34090 Stored electronically 1200 007 Employee Personnel Files P T+15 CL + 4 GC 34090 GC 12946
LC 432.3
(SB 807)
(SB 1162)
PC 832.5
Where litigation has been
filed, such records must
be maintained until the
applicable statute of
limitations has run, or
until the conclusion of
the litigation, whichever
occurs first.
1200 008 Labor Relations P 2 GC 34090 Stored electronically 1200 009 Memoranda of Understanding P 2 GC 34090 Stored electronically 1200 010 Personnel Board Findings /
Opinions / Decisions
P 2 GC 34090 Stored electronically
1200 011 Personnel Board Documents 5 2 GC 34090 Stored electronically 1200 012 Personnel Rules P 2 GC 34090

Stored electronically

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

31 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1200 013 Recruitment CL + 4 2 GC 34090
GC 12946
(SB 807)
Where litigation has been
filed, such records must
be maintained until the
applicable statute of
limitations has run, or
until the conclusion of
the litigation, whichever
occurs first.
1200 014 Unemployment Records T + 3 GC 34090
1200 015 Volunteer Files 2 2 GC 34090
Risk Management
1200 016 Accident / Incident Reports 2 2 GC 34090 1200 017 CAL OSHA Inspection & Citations P GC 34090 1200 018 Claims CL + 5 GC 25105.5
1200 019 Employee Training Records 10 GC 34090
1200 020 FEMA Disaster Claims 10 GC 34090
1200 021 Insurance Certificates CL + 10 GC 34090
1200 022 Safety Inspections / Reports /
Manuals
2 2 GC 34090
1200 023 Subrogation Files CL + 5 GC 34090
1200 024 Workers Compensation P GC 34090

INFORMATION

TECHNOLOGY

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

32 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1300 001.1 Call Accounting (individual logs) 550 days GC 34090 1300 001.2 Call Center (group) 550 days GC 34090
1300 001 Citywide, GIS Aerial Photography P GC 34090 1300 002 Citywide, GIS Datasets (active) CL + 2 GC 34090 1300 003 Citywide, GIS Datasets (inactive) CL + 2 GC 34090 1300 006 Digital Voicemail / Digital Fax / 100 days GC 34090 1300 006.1 Non-emergency radio and
phone communications
recordings
1 GC 34090
1300 007 Disaster Preparedness and
Recovery plans
2 2 GC 34090
1300 008 IT Inventory Records Life of
equipment
+ 2 years
GC 34090
1300 009 Programming Source Code CL + 2 GC 34090 1300 010 Service Requests / Response
records
P GC 34090
1300 011 Standard Operating Procedures ,
TRGs, Knowledge Articles
3 GC 34090
1300 012 System Backup Files / Tape
Library / Digital Snapshot
3 months GC 34090
1300 013 System Log File (Mission Critical
/ External Agencies)
2 GC 34090
1300 014 Telecommunication / Cell Phone
Billing Records
1 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

33 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1300 015 Voicemail Log 60 days GC 34090 60 day maximum system capability
1300 016 Test System (Program /
Database)
No retention GC 34090
1300 017 Website Contents / Records No retention GC 34090 1300 018 Office365 – Teams Chat 30 days
PARKS,

RECREATION &

LIBRARIES

1400 001 Department Timecards 3 GC 34090
1400 002 Facility Rental Applications and
Special Event Applications,
Contract and Packet
2 GC 34090
1400 003 Golf Course Files 10 GC 34090
1400 004 Liability Waivers / Registration
or
Membership Forms
5 GC 34090
1400 005 Low Income Applications 2 GC 34090
1400 006 Park, Facility and Golf Course
Construction Folders
P GC 34090
1400 007 Park and Playground
Maintenance Records
P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

34 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Adventure Club
1400 008 Behavior Reports 5 GC 34090
1400 009 Check Stubs from the State or
County Office of Education
5 GC 34090
1400 010 Child Care Grant Files CL + 5 GC 34090
1400 011 Licensing Staff Files CL + 3 GC 34090
1400 012 Sign In / Out Sheets, Schedule
Agreements
CL + 5 GC 34090
1400 013 Student Files 5 GC 34090
1400 014 Tuition Agreements CL + 5 GC 34090
Library
1400 015 California Public Library Report 5 GC 34090 1400 016 CLSA Direct Loan Files 5 GC 34090
1400 017 Library Card Records T + 2 GC 34090
1400 018 Log Books / Security Guard
Documents
5 2 GC 34090
1400 019 Public Library Fund Report 5 GC 34090
1400 020 Reconsideration of Material
Forms
P GC 34090
1400 021 Survey Forms 2 GC 34090
1400 022 Statistical Reports 5 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

35 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Open Space GC 34090
1400 023 Arborist Reports P GC 34090
1400 024 Annual Biological Monitoring
Reports
P GC 34090
1400 025 Open Space Preserve records P 2 GC 34090
1400 026 Tree Maintenance Inspections P GC 34090
POLICE

1500 000 Abandoned Vehicles 2 GC 34090
1500 001 Accident Review Board
Investigations
- Preventable collisions
 Resulting in discipline
- Non-preventable
collisions

2 5
2 GC 34090
1500 002 Animal Control Documents
- Bite Reports / Quarantine
/ Cites
- Vicious Dog Finding

3 3
GC 34090
1500 003 Arrest Files of Deceased
Persons
2 GC 34090
1500 004 Asset Seizure Records CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

36 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 005 AVL (Auto Vehicle Location) 60 days CIV
1798.90.51
Records will be purged
unless the data has
become, or it is
reasonable to believe
that it will become
evidence in a criminal
or civil action or is
subject to a lawful
action to product
records
1500 006 Audio Recordings
- 911 Calls
Emergency Radio
100 days
2 2
GC 34090.6
1500 007.1 Audits 5 GC 34090 Quarterly and Annual
audits of property with
PD property.
1500 007 Background files for City
applicants not hired
5 GC 12946
1500 008 Background Request with no
history
2 GC 34090
1500 009 Background Request with
history
5 GC 12946

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

37 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 009.1 Body Worn Camera Footage
(Routine footage & records that are
not tagged as evidence in active
criminal prosecution, held for
litigation, nor retained for other
reasons as required by law or police)

Body Worn Camera Footage
access and deletion records

Body Worn Camera Footage –
Officer involved shooting (non-
fatal)

Body Worn Camera Footage –
Officer involved shooting (fatal)
2 (automatically
purged at the 2
year mark from
the date of
recording)

P

CL + 10

P
PC 148.6,
832.18,
13010.5,
131012 and
13012.5
PC 801.S,
803(c)

PC 801.S,
803(c)
Recordings containing
evidence that may be
relevant to criminal
prosecution or other
litigation should be
retained for any additional
period as required by law.
1500 009.2 In Car Camera Footage

In Car Camera Footage access
and deletion records

In Car Camera Footage – Officer
involved shooting (non-fatal)

In Car Camera Footage -Officer
involved shooting (fatal
2 P

CL + 10

P

PC 148.6,
832.18,
13010.5,
131012 and
13012.5
PC 801.S,
803(c)

PC 801.S,
803(c)
Recordings containing
evidence that may be
relevant to criminal
prosecution or other
litigation should be
retained for any
additional period as
required by law.
1500 010 Encampment Debris Cleanups 2 GC 34090
1500 011 CAD Incident/Calls for Service 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

38 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 011.1 Canine Training and Deployment
Records
CL + 2
1500 011.2 Case Files
- FELONY - arson, murder,
embezzlement of public
monies, kidnap, treason,
kidnapping for ransom,
falsification of public
records, child abuse
substantiated, latent prints
- FELONY – NOT capital crimes
or crimes punishable by
death/life imprisonment,
latent prints
- GENERAL – assault, financial
crimes, drug files, robberies,
MV theft, misdemeanor,
services reports, latent prints

P

CL + 10

CL + 5

PC 799, PC
11169

PC 804,
803.7, 368
(b)(1)(2)(3),
W&I 15630,
PC 288 (a),
(b)(2), (c)(2)

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

39 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 011.3 Child Abuse – unsubstantiated 10 PC 11169(c) and
11179(a)(3)
Records with an
investigative finding of
substantiated are not
purged unless the
investigating agency
modifies it’s investigative
findings to inconclusive
or unfounded, or the
record is sealed pursuant
to section 389 or 781 of
the Welfare and
Institutions Code
(Juvenile) or 851.8 PC
(factually innocent)
1500 012 Citations 5 GC 34090
1500 013 Complaints and any reports or
finding related to the complaints
- No sustained finding of
misconduct
- Sustained finding of
misconduct
Internal inquiry

5 15

2 PC 832.5

GC 34090

1500 014 Court Transmittals 2 GC 34090
1500 015 DA Rosters 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

40 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 016 Death Investigation Reports
where no suspicious
circumstances were revealed
during investigation
CL + 5 GC 34090
1500 016.1 Department Manuals 2 GC 34090
1500 017 Dispatch / Telephone / 911 calls
printout
2 GC 34090
1500 018 DMV, Suspended, Revoked
Notices
3 GC 34090
1500 018.1 Employee CLETS Training
Records
CL + 1 CLETS
1500 018.2 Employee disciplinary actions

Employee inventory and
equipment lists
CL + 5

CL + 5
GC 12946, 29
USC 1113, 29
CFR 1602.31,
1627.J(b)(1)
and CCR
3204(d)(10

1500 018.3 Employee sick leave, leave
request and overtime forms
2 GC 34090
1500 018.4 Employee training records
(including LEFTA)
CL + 5 29 CFR
672.3(b)(1), 8
CCR3204
(d)(1), GC
12946, 34090

1500 019 Equipment citations 3 GC 34090
1500 020 Field Interview Cards CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

41 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 021 Gang Validation forms (not
enough info to qualify OR the
person had no gang contacts for
5 years)
5 H&S 11590,
11594

1500 021.1 Informant Files CL + 2 GC 34090
1500 021.2 Intelligence Files 5 28 CFR

23.20(h)

1500 021.3 Interior video surveillance
- Continuous recording
- Motion records

3 days
30 days

GC 34090
1500 022 Juvenile Disposition Forms/
Sealings
5 GC
68152(e)(1)

1500 022.1 License Plate Reader Data 60 days CVC 2413(b) Auto purge set within the LPR system to match this
1500 023 LIDAR Enforcement Logs 2 GC 34090
1500 023.1 Livescan applications 2 GC 34090
1500 024 Marijuana Filings 2 GC 34090,
H&S 11361.5,
11357, 11360

1500 024.1 Mental Health Commitment
(Reports of 5150)
CL + 2 WI 5152.2
1500 025 Officer’s Daily Activity Sheets 2
1500 025.1 Park Exclusions 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

42 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 026 Parking violation citations /
Reviews
2 GC 34090; GC
40215

1500 027 Pawn Slips 2 B&P 21628;
GC 34090

1500 028 Permits and Licenses – massage,
temporary vendor, adult
oriented businesses, alarm
systems, residential parking,
commercial parking, soliciting,
ice cream vendors, taxi, bingo,
domestic animals, golf cart
CL + 2 GC 34090
1500 029 Personnel Files CL + 5 GC 34090,
12946, 29 USC
1113, 29 CFR
1602.31,
1627.J(b)(1)
and CCR
3204(d)(1)

1500 030 Firearm -
- Sales Reports
- Lost/Stolen

2 Until
Located
GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

43 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 031 Police Surveillance Videos
moved into Case Management
(portions of routine, automated
security video identified for
retention rather than
automatically overwritten or
deleted)
1 GC 34090.7 In general, the police
facility falls into the IT
security footage. Items
booked into PD Case
Management are
treated as evidence and
purged accordingly.
1500 032 Police Surveillance Videos not
moved into Case Management
3 days , full
recording;
30 days
motion only
GC 34090.6 For uneventful, routine
video recordings. Full
recording is stored for 3
days; transitions to
motion only retained for
30 days.
1500 033 Evidence/Property Destruction
Logs
P GC 34090
1500 034 Radio Logs 7 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

44 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 035 Reports:
 Stored/Impounded
Vehicle Reports
 Injury Attempt Suicide
Reports
 Lost and Found Reports
 Missing Persons Reports
- Located or Confirmed
Deceased
 Missing Persons Reports
- Still Missing
Services (Incident) Reports

CL + 2

5CL + 2

P CL + 5

P

2 GC 34090
1500 036 Reports:
• Non-Injury Accident
Report
• Injury Accident Reports
• Felony Crime
Monthly Statistic
7 2 GC 34090
1500 037 Repossession Reports 2 GC 34090
1500 038 Retraining Orders CL PC 273.5;
PC 273.6;
PC 646.9
PC 273.5 amended by SB
1005 (2016)
1500 038.1 Ride-along waiver forms 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

45 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 039 Subpoena Records

- Third Party Preservation of
Evidence
Requests/Demands
C + 2

3 GC 34090

3 years from date of
incident or longer if
additional retention
requirements apply
1500 040 Swap Meet Seller forms 2 GC 34090
1500 040.1 Registration
- Arson
- Sex
- Deceased Sex
P

CU
PC 457.1,
W&I 781
RC 290, W&I
781
GC
68152(c)(2)
Department of Justice
guidelines require
permanent retention of
the paperwork
associated with the
registration until the
registrant becomes
deceased.
1500 040.2 Stolen Vehicle reports Until
Recovered
CLETS
1500 040.3 Traffic Accidents
- Involving felony arrest or
Fatals
- Non Fatal

P

CL + 3

PC 799

GC 34090

1500 040.4 Training Lesson Plans 30 29 CFR
1627.3(B)(1),

CA OSHA

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

46 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 041 Use of Force
- Resulting in Sustained
Finding of misconduct as
defined in SB16
- NOT resulting in Sustained
Finding of misconduct as
defined in SB16

15 5

PC 832.5

1500 042 Vehicle Pursuit Reviews
- Resulting in discipline
NOT resulting in discipline

5 2
GC 34090

PUBLIC
WORKS

Alternative
Transportation

1600 001 ADA Para Transit Files CL + 1 GC 34090
1600 002 Bicycle Path Files 10 2 GC 34090
1600 003 Bus Shelter CL + 3 2 GC 34090
1600 004 Customer Complaints, Reports,
Findings
FTA Review
Period + 3
GC 34090
1600 005 Discount Photo Card
Applications
3 GC 34090
1600 FTA Audit Materials S + 1 GC 34090
1600 006 Grant Files CL + 3 GC 34090
1600 007 Grants – Proposition 1B CL + 35 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

47 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 008 Bus Video (moved into Case
Management
2 GC 34090
1600 009 Bus Video (not moved into Case
Management
30 days GC 34090
1600 010 National Transit Database
Report Files
FTA Review
Period + 3
GC 34090
1600 011 Passenger Incident Report FTA Review
Period + 3
GC 34090
1600 013 Roseville Transit Boarding &
Alighting Sheets
FTA Review
Period + 3
GC 34090
1600 016 Transit Contractors Monthly
Reports
FTA Review
Period + 3
GC 34090
1600 017 Transit Pass Purchase Requests 2 GC 34090 1600 018 Transportation Development Act
Files
CL + 3 GC 34090
1600 019 Transportation Planning Files S + 2 GC 34090 1600 020 Transportation Project Files CL + 10 GC 34090 1600 021 TSM Files – no TSM Plan, No
Bikeway Issues and no Transit
Issues
3 2 GC 34090
1600 022 TSM Files – with TSM Plan,
Bikeway Issues or Transit Issues
P 2 GC 34090
1600 023 TSM Survey 6 2 GC 34090
1600 024 Daily Bus Reports 2 2 GC 34090
Engineering

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

48 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 025 CIP CL + 2
________
For
Federally
Funded
Projects
CL + 3
CL + 2 GC 34090 Retention for Federally
Funded projects starts
from the date listed on
final voucher issued from
CalTrans
1600 026 Contract Administration Files CL + 2
________
For
Federally
Funded
Projects
CL + 3
GC 34090

1600 027 Flood Control 20 GC 34090
1600 027.1 REACH Fund – Private Donation
Record
City Clerk
P
2 GC 34090
1600 028 Sidewalks & Curbs CL + 2 GC 34090
1600 029 Soil Reports P GC 34090
1600 030 Specifications P GC 34090
1600 030.1 Speed Surveys 20 GC 34090
1600 031 Streets Projects/Assignments to
Street Maintenance &
Contractors
P 5 GC 34090
1600 032 Traffic Files 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

49 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 034 Traffic Signals (Warrants &
Timing)
P GC 34090
035 Traffic Studies P GC 34090
1600 036 USA’s 2 GC 34090
037 Traffic Control Plans 2 GC 34090
Facilities
1600 037.1 Asset Transfer and Inventory
forms
2 2 GC 34090
1600 037.2 Cardkey Records 1 1 GC 34090
1600 037.3 Facilities 10 GC 34090
1600 037.4 Air Pollution Control District 2 2 GC 34090
1600 037.5 Alarm Information 3 GC 34090
1600 037.6 Fire Damage Repair Reports 3 GC 34090
1600 037.7 Fire Inspection Reports CL + 3 UFC 103.3..4; GC 34090

1600 037.8 Fire Sprinkler Tests 5 2 UFC 103.3.4;
GC 34090

1600 037.9 Invoice Copies 2 GC 34090
1600 037.10 Hazardous Materials manifests P GC 34090
1600 037.11 Project Files P GC 34090
1600 037.12 SPCC – Spill Prevention P GC 34090
1600 037.13 Tailgate Safety Meeting – sign in
sheet
P GC 34090
Fleet Services
1600 037.14 BIT Inspections (B,C,N,O,W & Y) CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

50 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 037.15 Equipment Auction Records 2 GC 34090
1600 037.16 Equipment Sale/Trade Records
(non-auction)
10 GC 34090
1600 037.17 Equipment Title & Registration CL GC 34090 1600 037.18 Fuel Tank Records 5 GC 34090
Street
Maintenance

1600 038 Daily Worksheets, Stand-By
Worksheets
2 2 GC 34090
1600 039 Engineering Project Requests 2 2 GC 34090
1600 040 Oversize Load Transportation
Permits
2 2 GC 34090
1600 041 Service Requests & Work
Orders for Street Maintenance
Assets
P GC 34090
1600 042 Traffic Control Plans 2 2 GC 34090

APPROVED AS TO FORM:

BY: _______________________________

MICHELLE SHEIDENBERGER
City Attorney

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

51 NON RECORDS
No Retention Schedule

DESCRIPTION OF RECORDS COMMENTS

Instant Messaging / Text Messaging

Reference San Jose Ruling
Library Materials

Non City Posters, Brochures and Flyers

Non City Press Releases

Price Lists, Catalogs, Brochures

Publications from outside sources

Testing and Development System

Transitory Records/Drafts

Website Contents & Records

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

1 CITY OF ROSEVILLE
2026 Records Retention Schedule
(For both paper and electronic records)

DEPARTMENT /

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICAT
E

RETENTIO
N

CITATION REMARKS

CITY-WIDE

100 001 Accident Reports CL + 7 2 29CFR
1904.2;
29CFR 1904.6
Not Fire or Police
100 002

Administration Files With Dept. 2 GC 34090
100 003 Administrative Regulations City Mgr. S
+ 2
S GC 34090
100 004 Agreements – Executed City Clerk P CL CCP 337; GC 34090
CCP 337 – 4 years
100 005 Audio/Video Tapes – Board &
Commission Meetings
• With approved minutes
• Without approved
minutes

90 days
1 GC 34090.7

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

2 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
100 006 City Brochures & Publications 2 GC 34090 Templates are considered preliminary
drafts exempt from
disclosure (GC 7927.500)
100 007 CEQA Documentation City Clerk P CL+2

GC 34090(a);
CEQA
Guidelines

100 008 Chron Files 2 GC 34090 Chronological files - correspondence
100 009 Consent for Medical Treatment 5 GC 34090
100 010 Conflict of Interest Statements
(includes FPPC Annual Filing)
City Clerk 7 4 GC 34090
GC 81009

100 011 Construction Standards P GC 34090
100 012 Council & Commission Agendas 3 2 GC 34090
100 013 Council & Commission Approved
Minutes
City Clerk P 2 GC 34090 (d);
36814, 40801
34090 (d) – records less
than 2 years
100 014 Council Communications

City Clerk
P
GC 34090
100 015 Department/Division Files –
General
2 2 GC 34090
100 016 Department History/Historical
Files
P 2 GC 34090
100 017 Disaster Plan S GC 34090
100 018 Employee Work Calendars or
Diaries
2 2

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

3 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
100 019 Fee Schedules S + 2 GC 34090
100 020 General Correspondence 2 2 GC 34090
100 021 General Information Memos City Mgr. 3 2 GC 34090(d) 100 022 Grant Files CL + 7 GC 34090
100 023 Incident Reports 2 29CFR
1904.2;
29CFR
1904.6

100 024 Intergovernmental Meetings &
Projects
5 2 GC 34090
100 025 Maintenance Records 2 2 GC 34090
100 026 Memberships T GC 34090
100 027 Meeting Procedures S S GC 34090
100 028 Monthly/Quarterly
Performance or Status Reports
Finance 4 2 GC 34090
100 029 MSDS Sheets Purchasing
or By Dept. P
GC 34090
100 030 Payment
Requests/Reimbursement/
Invoice
Documents (including Petty
Cash)
Finance 5 2 GC 34090
100 031 Policies & Procedures (includes
individual departments)
S + 2 S + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

4 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
100 032 Press Releases 2 GC 34090
100 033 RFP’s, RFQ’s, Bids:

Successful
Unsuccessful

CL + 5
CL + 2
GC 34090;
CCP 337;
GC 25105.1

100 034 Security video footage moved
into Case Management
(portions of routine,
automated security video
identified for retention rather
than automatically overwritten
or deleted
1 GC 34090.6
100 035 Security video footage not
moved into Case Management
3 days , full
recording;
30 days
motion only
GC 34090.6 For uneventful, routine
video recordings. Full
recording is stored for 3
days; transitions to
motion only retained for
30 days.
100 036 Subject files 3 GC 34090(d)
100 037 Vehicle files (includes Pool Car) S + 2 2 GC 34090 100 038 Workplace Safety Inspections 2 2 GC 34090
CITY

ATTORNEY

300 001 Boards and Commissions 2 GC 34090
300 003 City Attorney personnel files CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

5 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
300 004 City owned facilities/properties
files
10 GC 34090
300 005 Potential Claims 2 GC 34090 City Clerk keeps 5 years 300 006 Code Enforcement
• Administrative citations
• Compliance documents
• Appeal Hearings
2 CL+2
10 5
GC 34090
300 007 Conflict of interest – documents
and opinions
2 GC 34090
300 008 Districts – PBID CL + 5 GC 34090
300 009 Easements 10 GC 34090
300 010 Employee disciplinary actions,
grievances, complaints and
investigations
CL + 2 GC 34090
300 011 Grand Jury 10 PC 933(c) Must be kept a minimum of 5 years
300 012 Legal Service Agreements 10 GC 34090
300 013 Litigation Files
Pitchess Motions
P
CL+2
GC 34090
300 014 Ordinance Files 10 GC 34090
300 015 Railroad 5 GC 34090
300 016 Project Files 10 GC 34090
300 017 Property Acquisitions P GC 34090(a)
300 018 Small Claims CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

6 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
300 019 Stop Payment Notices CL + 2 GC 34090 City Clerk retains for CL + 2 300 020 Subpoenas CL + 2 GC 34090
300 021 Taxes 5 GC 34090

CITY CLERK
400 001 AB1234 Certificates T + 1
400 002 Agreements – Executed P GC 34090;
CCP 337;
CCP 343
At least 4 years
400 003 Bids / RFQ’s (over council limit)
• Successful
Unsuccessful

7 2
GC 34090;
CCP 337

400 004 Applications, Boards,
Commissions, Committees

• Successful Applicants

• Unsuccessful Applicants

S + 2

2 2 GC 34090;
GC
34090(e)
for
minutes,
bylaws and
resolutions

400 005 Bonds and Securities CL + 2 GC 53921;
GC 43900;
CCP 337.5

400 006 Ceremonial Resolutions and
Proclamations
2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

7 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
400 007 Charter Files P 10 GC 34090(e);
GC 34458-60

400 008 Council Appointment Process P GC 34090
400 009 Council Salary Amendments P GC 34090
400 010 Elections 7 GC 34090
400 011 Elections: Certificates of
Election, Oaths of Office and
Applications
5 GC 34090
400 012 Grand Jury 10 2 PC 933(c) Must be kept a minimum of 5 years
400 013 Municipal Code Revisions and
Updates
P
400 014 Notice of Adjournment 2 GC 34090
400 015 Passport Transmittal Receipts CL + 2 GC 34090 400 016 Records Management:

Retention Schedules
S + 4 GC 34090;
CCP 343

400 017 Authorization to Destroy
Certificates
P 2 GC 34090.5
400 018 Stored Records Lists S S GC 34090
400 019 Public Records Requests CL + 2 GC 34090
400 020 Resolutions & Ordinances P GC 34090(e)
400 021 Stop Notices and Preliminary
Notices
CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

8 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
400 022 Tort Claims / Liability Claims CL + 5 2 GC 34090; GC 25105.5

400 023 Video Tape – City Council and
Commission Meetings
3 3 GC 34090

CITY

MANAGER

500 003 Fee Estimate Files 5 1 GC 34090
500 004 Grant Applications 2 GC 34090
500 005 Nexus Studies P GC 34090
500 006 REACH Fund – Private
Donation Record
City Clerk
P
2 GC 34090

DEVELOPMENT

SERVICES

Building
600 001 All Construction Finals P GC 34090
600 002 Building Permits
w/Inspections
P H&S 19850;
GC 34090

600 003 Building Permits without
Inspections
CL + 2 H&S 19850;
GC 34090

600 004 Code Enforcement CL + 5 GC 34090
600 005 Construction Permit Files P GC 34090 Electronic files

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

9 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
600 006 Daily Inspection List 3 GC 34090
600 007 Encroachment Permits and
Grading Permits (temporary in
Nature)
CL + 2 GC 34090
600 009 Plan Checks, Expired –
Application & Expiration
Notification Letter
CL+2 GC 34090
600 010 Plans – Commercial P GC 34090(a);
H&S 19850

600 011 Plans, Custom Residential CL + 1 GC 34090 600 012 Plans – Production Residential CL + 180 days GC 34090 600 013 Tenant Improvement
Inspections
P GC 34090
Engineering
600 014 Construction / Design Standards P GC 34090 600 015 Grant Files CL + 7 GC 34090
600 016 As-Built/Record Drawings P GC 34090
600 017 Leases 10 GC 34090
600 018 Project Files including: GC 34090
600 019(a) • Drainage Studies &
Watershed Maps
P GC 34090
019(b) • Pad Certification P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

10 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
019(c) • Permits (Encroachment,
Grading, Trench Cut)
P GC 34090
019(d) • Conditions P GC 34090
019(e) • Submittals and
Correspondence related
CL GC 34090
019(f) • Revisions &
Correspondence related
CL GC 34090
019(g) • Punch List CL GC 34090
019(h) • COC Package P GC 34090
019(i) • Soil Reports P GC 34090(d);
CCP 338.1

600 020 Property Acquisitions P GC 34090(a);
GC 7928.705;
CCP 337.2

600 021 Recorded Maps P GC 34090
600 022 Roseville Community Hospital P GC 34090
600 023 Stormwater Inspection Data CL + 3 GC 34090 Planning Administrative draft reports are
destroyed upon approval of
final reports

600 024 Annexations / Detachment P 10 GC 34090
600 024.5 Environmental Review (CEQA) P GC
34090(a);
CEQA
Guidelines

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

11 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
600 025 Development Agreements City Clerk
P
GC 34090
600 026 Easements P GC 34090
600 027 General Plan Files City Clerk
P
GC 34090
600 028 Grading Plan P GC 34090
600 029 Home Occupation P GC 34090
600 030 Lot Line Adjustments P GC 34090
600 031 Parcel Maps P 10 GC 34090
600 032 Permits P GC 34090
600 033 Project Files (includes special
projects)
P GC 34090
600 034 Sign Files P GC 34090
600 035 Specific Plan Files P 20 GC 34090
600 036 Standard Sign Permits P CL + 2 GC 34090
600 037 Subdivision Files P 10 GC 34090
600 038 Variance P GC 34090
600 039 Voluntary Merger P GC 34090
600 040 Zoning / Rezone P 5 GC 34090

ECONOMIC

DEVELOPMENT

Housing
700 001 Affordable Purchase Client Files CL + 3 GC 34090 700 002 Affordable Rental Agreement
Files – Active – General
Correspondence
3 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

12 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
700 003 Affordable Rental Agreement
Files – Expired
CL + 3 GC 34090
700 004 Affordable Rental Agreements CL Scanned
copy 15
years
GC 34090
700 005 CDBG Program Files CL + 3 GC 34090
24 CFR 570,
503

700 006 First Time Homebuyer Client
Files
CL + 3 GC 34090
700 007 First Time Homebuyer Wait List
Files
3 GC 34090
700 007.1 Grant Applications 2 GC 34090
700 009 HCV Program Participant &
Applicant
3 GC 34090
700 010 HOME Applications &
Agreements
CL + 5 GC 34090
700 011 HOME Program Client Files CL + 5 GC 34090 700 012 Housing Authority City Clerk
P
GC 34090
700 013 Housing Authority – Housing
Assistance Payment Check Stubs
2 GC 34090
700 014 Housing Rehabilitation Client
Files
CL + 3 GC 34090
700 015 Housing Rehabilitation Wait List
Files
3 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

13 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Redevelopment
and Successor
Agency

700 017 Bank Statements P GC 34090
700 018 Bond Documents P GC 34090
700 019 Financial Statements and Audit
Reports
P GC 34090
700 020 Oversight Board Resolutions P GC 34090
700 021 Railroad files P GC 34090
700 022 Redevelopment Projects – Bond
Financed
P GC 34090
700 023 Redevelopment Projects – Tax
Increment Financed
10 GC 34090

ELECTRIC

Electric / Risk &
Compliance

800 001 AB32 GHG Emissions Verification
Opinions and Inventory Reports
10 GC 34090
800 002 CEC reports and filings P GC 34090
800 003 Compliance filings and reports S + 10 GC 34090 800 004 GHG Management Plan 10 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

14 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 005 NERC Reliability Standards
Evidence
S GC 34090 Current information is
kept until a new audit is
performed
800 006 Standard Operating Procedures P10 GC 34090 Electric /
Construction

800 007 General Order Inspections
(G095/128)
P GC 34090 Stored in Maximo
800 008 Construction Maintenance
Inspection Reports (G0165)
P GC 34090 Stored in Maximo
Electric / Dispatch
800 009 Audio Recordings – Dispatch
Phone and Radio
10 Corp Yard
GC 34090;
NERC
Standards
Stored by IT
800 010 Daily Dispatch Reports P GC 34090
800 011 Dispatch Service Requests P GC 34090 Stored in Maximo 800 012 Outage Reports P GC 34090
Electric /
Engineering

800 013 Data Logs P GC 34090
800 014 Drawings P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

15 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 015 Project Files – Engineering P GC 34090
800 016 Technical Files P GC 34090
Electric /
Generation

800 017 Construction Drawings P GC 34090
800 018 Equipment Drawings P GC 34090
800 019 Equipment Maintenance
Records
P GC 34090
800 020 Equipment manuals and
specifications
P GC 34090
800 021 Generation compliance records
and communications
P GC 34090
800 021.1 Hazard Materials Records P GC 34090
800 022 J Log P GC 34090
800 022.1 Maintenance Work Orders P GC 34090
800 023 MSDS sheets P GC 34090
800 023.1 Project Files - Engineering P GC 34090
800 023.2 SPCC/HMPB – Spill Prevention P GC 34090
800 024 Video Access Log 90 days GC 34090
Electric /
Metering

800 025 Customer Requested Meter
Test Data
P GC 34090 Stored in Maximo

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

16 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 026 Historical Address Locations &
Test Data
P GC 34090 Stored in Access DB
800 027 Power Quality Recordings P GC 34090 Sent to engineering and stored in electric shared
drive
800 028 Meter Test Results P GC 34090 Stored in Maximo 800 029 Tenant Improvement Plan
Checks and Inspections
CL
Planning
Dept.

GC 34090 Accela – storage of data
handled by
Development Services
Electric / New
Services

800 030 Project Job Files – New Services P GC 34090 Electric /
Operations

800 031 Department of Transportation
Driver Proficiency
P GC 34090 Stored by Risk
Management
800 032 Hazard Materials Records P GC 34090 Stored in Maximo and electric shared storage
drive
800 033 Maintenance Work Orders P GC 34090 Stored in Maximo 800 035 MSDS Sheets P GC 34090 Stored in REU
warehouse and/or ops
admin building –
electronic MSDS files as
well

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

17 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 036 SPCC/HMPB – Spill Prevention P GC 34090 Stored in REU Warehouse and/or ops
admin building
800 037 Tree Maintenance Inspections P GC 34090 Stored in ops admin building
800 038 Vehicle Inspection Forms 90 days GC 34090 Stored in ops admin building and/or
electronically through
Zonar
Electric / Power
Supply

800 039 AB32 Invoices P GC 34090
800 040 AB32 Emission Instrument
Transaction Confirmations
P GC 34090
800 041 Corporate Guarantees P GC 34090
800 042 Greenhouse Gas Verification
Documents
P GC 34090
800 043 Master Contracts / Agreement P
City Clerk
GC 34090
800 044 Outside Reports generated for
outside agencies or Council
P GC 34090
800 046 Power and Natural Gas
Transaction
Confirmations
P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

18 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 047 Renewable Transaction
Confirmations
P GC 34090
800 048 Scheduling Data /
Documentation
P GC 34090
800 049 Settlement Invoices – ALL P GC 34090
800 050 Settlements – Power Bills –
Wire Requests
11 Accts
Payable
GC 34090
800 051 SQL Server Data Warehouse P GC 34090
Electric / Finance
800 052 Annual financial reporting for
bond issues – continuing
disclosure
3 years past
bond
maturity
GC 34090
800 053 Cost of Service Study P GC 34090
800 054 Customer Counts P GC 34090
800 055 NOAA Weather P GC 34090
800 056 Official Statements 3 years past
bond
maturity
GC 34090
800 057 Quarterly Letter of Credit 3 years past
bond
maturity
GC 34090
800 058 Revenue Reports P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

19 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Electric / Retail
800 059 EPBI Solar Rebates:
-

3 GC 34090
800 060 Grant Programs – Commercial
Rebate documents for auditing
purposes:

3 GC 34090
800 062 Public Benefits rebates:

3 GC 34090
Electric /
Substation

800 064 HMPB/SPCC for each
substation with more than
1320 gallons of oil
P GC 34090 Stored at each
substation facility
800 065 MSDS & Hazard Information
sign
P GC 34090 Located at each
substation facility
800 066 SF6 Gas for each substation P GC 34090 Stores in ops admin building and/or
substation facility
800 067 Substation Entry Log Books 10 GC 34090 Stored in ops admin building and/or
substation facility

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

20 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800 068 Substation Maintenance
Records
P GC 34090 Stored in Maximo –
Legacy stored on
electric shared drive
Utility Billing

800 069 Bad Debt Accounts – electronic
information
5 5 GC 34090
800 069.1 Customer Deposit Listing T GC 34090

800 070 Monthly Revenue Summary
Report
3 GC 34090
800 072 Payments from Credit Bureau 3 GC 34090(c)
800 073 Referred to Credit Bureau 5 GC 34090(c)
800 074 Remittance Stub 3 GC 34090
800 075 Utility Bills Archives 3 GC 34090
800 076 Utility Customer
correspondence
5 GC 34090
800 077 Utility Service Orders 2 GC 34090
Utility Customer
Service

800 080 Abd – Automatic Bank Draft
requests
3 GC 34090(c)
800 081 Cash Receipt – Utility Payments 3 GC 34090(c)

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

21 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
800

082 ERAP/Med Applications
(Electric Rate Assist
Applications)
3 GC 34090
800

083 Payment Agreements
information
3 GC 34090
800

084 Returned Checks information 3 GC 34090
800

085 Vouchers – Project GO / HEAP /
Salvation Army
3 GC 34090
Electric/Energy
Systems

800 086 Department File Shares
(electronic record)
P GC 34090
800 087 Security camera records
(Hilltop and REP)
90 days GC 34090

ENVIRONMENTAL

UTILITIES

Duplicative of entries
below
900 002 Water Service 5 5 GC 34090
900 003 Water Treatment Plant Files 5 5 GC 34090
900 004 Water Waste Notice 1 1 GC 34090
900 005 Wastewater Treatment Plant
Files
5 5 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

22 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Business
Services

900 006 Annual Financial Reporting for
Bond Issues – Continuing
Disclosures
10 yrs. Past
bond maturity
GC 34090
900 007 Bond Documents 10 yrs. Past
bond maturity
GC 34090
900 008 Budget Documents CU + 6 GC 34090
900 009 Official Statements 10 yrs. Past
bond maturity

900 010 Policies and Procedures S + 5 GC 34090
900 011 Prop. 218 Protests CL + 2 GC 53755 Written protests should be kept for two years
following the date of the
public hearing
900 012 Rates CU + 4 GC 34090
900 012.5 CIP Final Document Project Files P P GC 34090 South Placer
Wastewater
Authority JPA

900 013 SPWA Board Meeting Files P GC 34090
900 014 SPWA Minutes & Resolutions P GC 34090
Waste Services

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

23 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
900 015 Western Placer Waste
Management Authority
Contracts, Meetings and
Associated Compliance
P GC 34090
900 016 SB1383 Compliance Documents 5 CCR Title 14 §
18995.2

900 017 CalRecycle Grants & Payment
Programs
CL + 3 GC 34090
900 018 Closed Landfill documents P GC 34090
900 019 Daily Schedule and Leave Report 2 GC 34090
900 020 Employee Training records P GC 34090
900 021 Household Hazardous Waste
Work Orders and Receipts
3 GC 34090
900 022 Franchise Haulers: applications,
renewals, and invoices
3 GC 34090
900 023 Work Orders (unless otherwise
specified)
5 GC 34090
900 024 Disposal/MRF Weight Tags 5 GC 34090
900 025 Can Warranty (Can Work Orders
& Warranty Submissions)
10 GC 34090

FINANCE

Accounts Payable
1000 001 1099 5 41 CFR 50
201.501
Records must be kept at
least 3 years

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

24 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 002 Paid Invoices & Related Reports CU + 5 GC 34090 1000 004 Quarterly Reports 5 GC 34090
Budget
1000 009 Adopted Annual Budget P GC 34090 Hard copy budget document, including five
year capital improvement
plan and data in City
financial system
1000 011 Budget Adjustments P GC 34090 Effective FY2022-23 all budget documents will
be saved in electronic
format only
1000 012 CIP’s Carry Over CU + 4 GC 34090 Effective FY2020-21 budget the City no longer
conducts an annual CIP
carry over. Current
financial system allows
for the tracking of CIPs
over multiple fiscal years
1000 013 Indirect Cost Study (Cost
Allocation Plan)
P GC 34090
1000 014 Annual City Manager Budget
Review Materials
S GC 34090
1000 015 Quarterly Reports CL + 11 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

25 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 016 Proposed Annual Budget CU + 2 GC 34090 Hard copy budget document including five
year capital improvement
plan
Cash Management
1000 017 AR Paid Invoices 3 GC 34090
1000 018 AR Reports 3 GC 34090
1000 019 Assessment Districts –
Formation
P
1000 020 Bank Reconciliation CU + 5 GC 34090
1000 021 Bank Statements 5 GC 34090
1000 022 Cash Receipts – Daily Cash 3 GC 34090
1000 023 Credit Card & Class Credit Card 3 GC 34090 1000 024 Daily Cash Summary 3 GC 34090
1000 024.1 Grant Files CL + 3
1000 025 Investment Report P GC 34090;
CCP 337;
GC 53607
No less than 4 years
1000 026 Wire Transfers CU + 5 GC 34090
General
Accounting

1000 026 Documentation for Audits P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

26 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 027 Bonds – Long Term Debt CL + 30 GC34090(e); CCP 337.5;
GC 53921

1000 029 Community Facilities District P GC 34090 1000 029.1 Cable Documentation P GC34090 Formerly with City Mgr. 1000 030 FEMA CU + 5 GC 34090
1000 031 Cal EMA CU + 5 GC 34090
1000 032 Audited Financial Statements P GC 34090
1000 033 Fixed Assets 5 GC34090(e);
26 CFR 301
65-1(f)

1000 034 Franchises P GC 34090
1000 035 Trial Balance CU + 5 GC 34090
1000 036 Grant Files CL + 3 GC 34090
1000 037 Fund Transfers CU + 5 GC 34090
1000 038 Journal Entries CU + 5 GC 34090
1000 039 Landscape & Lighting Districts 20 GC 34090 1000 039.1 Petty Cash Custodian Forms CL + 1 GC 34090 1000 040 State Mandated Costs CU + 5 GC 34090
1000 041 Taxes (Other) 5 GC 34090
1000 041.1 Vehicle Inventory CU + 1 GC 34090
Licensing
1000 042 Licenses (includes applications) T + 4 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

27 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 043 So. Placer County Tourism –
Quarterly Assessment
Collection
5 GC 34090
1000 044 Transient Occupancy Tax
Collection
5 GC 34090
Payroll GC 34090
1000 045 Payroll Adjustment listing 7 GC 34090
1000 048 Deferred Compensation Report P GC 34090 1000 049 Garnishments CU + 3 GC 34090
1000 050 Leave Liability /Compensated
Absence Reports
5 2 GC 34090
1000 051 Payroll Check and EFT Registers 5 GC 34090 1000 052 Payroll pay, deductions and
contribution detail
7 GC 34090;
GC 37207

1000 053 PERS Report P GC 34090
1000 054 Secondary Labor 10 GC 34090
1000 055 Time Sheets 7 GC 34090(c);
CFR 516.2

1000 056 Year End – W2 Quarterlys,
Back-up
7 2 GC 34090
Purchasing

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

28 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1000 056.1 Bid/Quotations City Clerk
Audit + 5
C PC 273.5;
PC 273.6;
PC 646.9
PC 273.5 amended by SB
1005 (2016)
1000 056.2 Price Lists/Catalogs/Brochures 2 2 GC 34090
1000 056.3 Purchasing Records CL + 5 2 GC 34090
1000 056.4 RFQ’s CL + 5 CL + 4 GC 34090
1000 056.5 Contract Purchase
Agreements/Purchase
Orders/Requisitions
CL + 5 2 GC 34090
1000 056.6 Central Stores purchase orders CL + 2 1 GC 34090 1000 056.7 Central Stores stock requisition
forms
CL + 2

GC 34090
1000 056.8 Asset transfer and retirement
form
CL + 2 GC 34090
1000 056.9 Shipment memo records
(Federal Express)
CL + 2 GC 34090
FIRE

1100

001 Ambulance 7 GC 34090
1100

002 Arson Investigation Files 6 PC 800; PC
801
Bodily Injury – 6 years
Structure – 3 years
1100

003 Cost Recovery (DUI, HazMat) CL + 2 GC 34090
1100

004 EKG Reports 4 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

29 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1100

005 EMS Strips 7 GC 34090
1100

006 Fire Inspection Reports 2 2 GC 34090
1100

007 Fire Prevention Inspection Files P GC 34090
1100 007.1 First Responder Fee 2 GC 34090

1100

008 Hazardous Materials Files P 2 GC 34090
1100

009 Juvenile Firesetter Files P GC 34090
1100

010 Patient Care Reports 7 GC 34090
1100

011 Refusal Forms 4 GC 34090
1100

012 Reports – Incident Reports /
Dispatch Calls
2 GC 34090
1100

013 Weed Abatement 5 GC 34090
HUMAN

RESOURCES

1200 001 Benefits Files 5 2 GC 34090
1200 002 Bargaining Units 10 5 GC 34090
1200 003 Classification / Salary Plan S + 2 S GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

30 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1200 0
0 4
004 Consumer Price Index 2 GC 34090
1200 005 EDD Notices 4 GC 34090
1200 006 Employee Medical Files T+30 GC 34090 Stored electronically 1200 007 Employee Personnel Files T+15 CL + 4 GC 34090 GC 12946
LC 432.3
(SB 807)
(SB 1162)
PC 832.5
Where litigation has been
filed, such records must
be maintained until the
applicable statute of
limitations has run, or
until the conclusion of
the litigation, whichever
occurs first.
1200 008 Labor Relations P 2 GC 34090 Stored electronically 1200 009 Memoranda of Understanding P 2 GC 34090 Stored electronically 1200 010 Personnel Board Findings /
Opinions / Decisions
P 2 GC 34090 Stored electronically
1200 011 Personnel Board Documents 5 2 GC 34090 Stored electronically 1200 012 Personnel Rules P 2 GC 34090

Stored electronically

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

31 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1200 013 Recruitment CL + 4 2 GC 34090
GC 12946
(SB 807)
Where litigation has been
filed, such records must
be maintained until the
applicable statute of
limitations has run, or
until the conclusion of
the litigation, whichever
occurs first.
1200 014 Unemployment Records T + 3 GC 34090
1200 015 Volunteer Files 2 2 GC 34090
Risk Management
1200 016 Accident / Incident Reports 2 2 GC 34090 1200 017 CAL OSHA Inspection & Citations P GC 34090 1200 018 Claims CL + 5 GC 25105.5
1200 019 Employee Training Records 10 GC 34090
1200 020 FEMA Disaster Claims 10 GC 34090
1200 021 Insurance Certificates CL + 10 GC 34090
1200 022 Safety Inspections / Reports /
Manuals
2 2 GC 34090
1200 023 Subrogation Files CL + 5 GC 34090
1200 024 Workers Compensation P GC 34090

INFORMATION

TECHNOLOGY

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

32 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1300 001.1 Call Accounting (individual logs) 550 days GC 34090 1300 001.2 Call Center (group) 550 days GC 34090
1300 001 Citywide, GIS Aerial Photography P GC 34090 1300 002 Citywide, GIS Datasets (active) CL + 2 GC 34090 1300 003 Citywide, GIS Datasets (inactive) CL + 2 GC 34090 1300 006 Digital Voicemail / Digital Fax / 100 days GC 34090 1300 006.1 Non-emergency radio and
phone communications
recordings
1 GC 34090
1300 007 Disaster Preparedness and
Recovery plans
2 2 GC 34090
1300 008 IT Inventory Records Life of
equipment
+ 2 years
GC 34090
1300 009 Programming Source Code CL + 2 GC 34090 1300 010 Service Requests / Response
records
P GC 34090
1300 011 Standard Operating Procedures ,
TRGs, Knowledge Articles
3 GC 34090
1300 012 System Backup Files / Tape
Library / Digital Snapshot
3 months GC 34090
1300 013 System Log File (Mission Critical
/ External Agencies)
2 GC 34090
1300 014 Telecommunication / Cell Phone
Billing Records
1 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

33 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1300 015 Voicemail Log 60 days GC 34090 60 day maximum system capability
1300 016 Test System (Program /
Database)
No retention GC 34090
1300 017 Website Contents / Records No retention GC 34090 1300 018 Office365 – Teams Chat 30 days
PARKS,

RECREATION &

LIBRARIES

1400 001 Department Timecards 3 GC 34090
1400 002 Facility Rental Applications and
Special Event Applications,
Contract and Packet
2 GC 34090
1400 003 Golf Course Files 10 GC 34090
1400 004 Liability Waivers / Registration
or
Membership Forms
5 GC 34090
1400 005 Low Income Applications 2 GC 34090
1400 006 Park, Facility and Golf Course
Construction Folders
P GC 34090
1400 007 Park and Playground
Maintenance Records
P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

34 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Adventure Club
1400 008 Behavior Reports 5 GC 34090
1400 009 Check Stubs from the State or
County Office of Education
5 GC 34090
1400 010 Child Care Grant Files CL + 5 GC 34090
1400 011 Licensing Staff Files CL + 3 GC 34090
1400 012 Sign In / Out Sheets, Schedule
Agreements
CL + 5 GC 34090
1400 013 Student Files 5 GC 34090
1400 014 Tuition Agreements CL + 5 GC 34090
Library
1400 015 California Public Library Report 5 GC 34090 1400 016 CLSA Direct Loan Files 5 GC 34090
1400 017 Library Card Records T + 2 GC 34090
1400 018 Log Books / Security Guard
Documents
5 2 GC 34090
1400 019 Public Library Fund Report 5 GC 34090
1400 020 Reconsideration of Material
Forms
P GC 34090
1400 021 Survey Forms 2 GC 34090
1400 022 Statistical Reports 5 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

35 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
Open Space GC 34090
1400 023 Arborist Reports P GC 34090
1400 024 Annual Biological Monitoring
Reports
P GC 34090
1400 025 Open Space Preserve records P 2 GC 34090
1400 026 Tree Maintenance Inspections P GC 34090
POLICE

1500 000 Abandoned Vehicles 2 GC 34090
1500 001 Accident Review Board
Investigations
- Preventable collisions
• Resulting in discipline
- Non-preventable
collisions

2 5
2 GC 34090
1500 002 Animal Control Documents
- Bite Reports / Quarantine
/ Cites
- Vicious Dog Finding

3 3
GC 34090
1500 003 Arrest Files of Deceased
Persons
2 GC 34090
1500 004 Asset Seizure Records CL + 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

36 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 005 AVL (Auto Vehicle Location) 60 days CIV
1798.90.51
Records will be purged
unless the data has
become, or it is
reasonable to believe
that it will become
evidence in a criminal
or civil action or is
subject to a lawful
action to product
records
1500 006 Audio Recordings
- 911 Calls
Emergency Radio
100 days
2 2
GC 34090.6
1500 007.1 Audits 5 GC 34090 Quarterly and Annual
audits of property with
PD property.
1500 007 Background files for City
applicants not hired
5 GC 12946
1500 008 Background Request with no
history
2 GC 34090
1500 009 Background Request with
history
5 GC 12946

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

37 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 009.1 Body Worn Camera Footage
(Routine footage & records that are
not tagged as evidence in active
criminal prosecution, held for
litigation, nor retained for other
reasons as required by law or police)

Body Worn Camera Footage
access and deletion records

Body Worn Camera Footage –
Officer involved shooting (non-
fatal)

Body Worn Camera Footage –
Officer involved shooting (fatal)
2 (automatically
purged at the 2
year mark from
the date of
recording)

P

CL + 10

P
PC 148.6,
832.18,
13010.5,
131012 and
13012.5
PC 801.S,
803(c)

PC 801.S,
803(c)
Recordings containing
evidence that may be
relevant to criminal
prosecution or other
litigation should be
retained for any additional
period as required by law.
1500 009.2 In Car Camera Footage

In Car Camera Footage access
and deletion records

In Car Camera Footage – Officer
involved shooting (non-fatal)

In Car Camera Footage -Officer
involved shooting (fatal
2 P

CL + 10

P

PC 148.6,
832.18,
13010.5,
131012 and
13012.5
PC 801.S,
803(c)

PC 801.S,
803(c)
Recordings containing
evidence that may be
relevant to criminal
prosecution or other
litigation should be
retained for any
additional period as
required by law.
1500 010 Encampment Debris Cleanups 2 GC 34090
1500 011 CAD Incident/Calls for Service 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

38 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 011.1 Canine Training and Deployment
Records
CL + 2
1500 011.2 Case Files
- FELONY - arson, murder,
embezzlement of public
monies, kidnap, treason,
kidnapping for ransom,
falsification of public
records, child abuse
substantiated, latent prints
- FELONY – NOT capital crimes
or crimes punishable by
death/life imprisonment,
latent prints
- GENERAL – assault, financial
crimes, drug files, robberies,
MV theft, misdemeanor,
services reports, latent prints

P

CL + 10

CL + 5

PC 799, PC
11169

PC 804,
803.7, 368
(b)(1)(2)(3),
W&I 15630,
PC 288 (a),
(b)(2), (c)(2)

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

39 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 011.3 Child Abuse – unsubstantiated 10 PC 11169(c) and
11179(a)(3)
Records with an
investigative finding of
substantiated are not
purged unless the
investigating agency
modifies it’s investigative
findings to inconclusive
or unfounded, or the
record is sealed pursuant
to section 389 or 781 of
the Welfare and
Institutions Code
(Juvenile) or 851.8 PC
(factually innocent)
1500 012 Citations 5 GC 34090
1500 013 Complaints and any reports or
finding related to the complaints
- No sustained finding of
misconduct
- Sustained finding of
misconduct
Internal inquiry

5 15

2 PC 832.5

GC 34090

1500 014 Court Transmittals 2 GC 34090
1500 016 Death Investigation Reports
where no suspicious
circumstances were revealed
during investigation
CL + 5 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

40 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 016.1 Department Manuals 2 GC 34090
1500 017 Dispatch / Telephone / 911 calls
printout
2 GC 34090
1500 018 DMV, Suspended, Revoked
Notices
3 GC 34090
1500 018.1 Employee CLETS Training
Records
CL + 1 CLETS
1500 018.2 Employee disciplinary actions

Employee inventory and
equipment lists
CL + 5

CL + 5
GC 12946, 29
USC 1113, 29
CFR 1602.31,
1627.J(b)(1)
and CCR
3204(d)(10

1500 018.3 Employee sick leave, leave
request and overtime forms
2 GC 34090
1500 018.4 Employee training records
(including LEFTA)
CL + 5 29 CFR
672.3(b)(1), 8
CCR3204
(d)(1), GC
12946, 34090

1500 019 Equipment citations 3 GC 34090
1500 020 Field Interview Cards CL + 2 GC 34090
1500 021 Gang Validation forms (not
enough info to qualify OR the
person had no gang contacts for
5 years)
5 H&S 11590,
11594

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

41 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 021.1 Informant Files CL + 2 GC 34090
1500 021.2 Intelligence Files 5 28 CFR

23.20(h)

1500 021.3 Interior video surveillance
- Continuous recording
- Motion records

3 days
30 days

GC 34090
1500 022 Juvenile Disposition Forms/
Sealings
5 GC
68152(e)(1)

1500 022.1 License Plate Reader Data 60 days CVC 2413(b) Auto purge set within the LPR system to match this
1500 023 LIDAR Enforcement Logs 2 GC 34090
1500 023.1 Livescan applications 2 GC 34090
1500 024 Marijuana Filings 2 GC 34090,
H&S 11361.5,
11357, 11360

1500 024.1 Mental Health Commitment
(Reports of 5150)
CL + 2 WI 5152.2
1500 025 Officer’s Daily Activity Sheets 2
1500 025.1 Park Exclusions 2 GC 34090
1500 026 Parking violation citations /
Reviews
2 GC 34090; GC
40215

1500 027 Pawn Slips 2 B&P 21628;
GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

42 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 028 Permits and Licenses – massage,
temporary vendor, adult
oriented businesses, alarm
systems, residential parking,
commercial parking, soliciting,
ice cream vendors, taxi, bingo,
domestic animals, golf cart
CL + 2 GC 34090
1500 029 Personnel Files CL + 5 GC 34090,
12946, 29 USC
1113, 29 CFR
1602.31,
1627.J(b)(1)
and CCR
3204(d)(1)

1500 030 Firearm -
- Sales Reports
- Lost/Stolen

2 Until
Located
GC 34090
1500 031 Police Surveillance Videos
moved into Case Management
(portions of routine, automated
security video identified for
retention rather than
automatically overwritten or
deleted)
1 GC 34090.7 In general, the police
facility falls into the IT
security footage. Items
booked into PD Case
Management are
treated as evidence and
purged accordingly.

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

43 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 032 Police Surveillance Videos not
moved into Case Management
3 days , full
recording;
30 days
motion only
GC 34090.6 For uneventful, routine
video recordings. Full
recording is stored for 3
days; transitions to
motion only retained for
30 days.
1500 033 Evidence/Property Destruction
Logs
P GC 34090
1500 034 Radio Logs 7 GC 34090
1500 035 Reports:
• Stored/Impounded
Vehicle Reports
• Injury Attempt Suicide
Reports
• Lost and Found Reports
• Missing Persons Reports
- Located or Confirmed
Deceased
• Missing Persons Reports
- Still Missing
Services (Incident) Reports

CL + 2

CL + 2

CL + 5

P

2 GC 34090
1500 036 Reports:
• Non-Injury Accident
Report
• Injury Accident Reports
• Felony Crime
Monthly Statistic
7 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

44 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 037 Repossession Reports 2 GC 34090
1500 038 Retraining Orders CL PC 273.5;
PC 273.6;
PC 646.9
PC 273.5 amended by SB
1005 (2016)
1500 038.1 Ride-along waiver forms 2 GC 34090
1500 039 Subpoena Records

- Third Party Preservation of
Evidence
Requests/Demands
C + 2

3 GC 34090

3 years from date of
incident or longer if
additional retention
requirements apply
1500 040 Swap Meet Seller forms 2 GC 34090
1500 040.1 Registration
- Arson
- Sex
- Deceased Sex
P

CU
PC 457.1,
W&I 781
RC 290, W&I
781
GC
68152(c)(2)
Department of Justice
guidelines require
permanent retention of
the paperwork
associated with the
registration until the
registrant becomes
deceased.
1500 040.2 Stolen Vehicle reports Until
Recovered
CLETS
1500 040.3 Traffic Accidents
- Involving felony arrest or
Fatals
- Non Fatal

P

CL + 3

PC 799

GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

45 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1500 040.4 Training Lesson Plans 30 29 CFR
1627.3(B)(1),

CA OSHA

1500 041 Use of Force
- Resulting in Sustained
Finding of misconduct as
defined in SB16
- NOT resulting in Sustained
Finding of misconduct as
defined in SB16

15 5

PC 832.5

1500 042 Vehicle Pursuit Reviews
- Resulting in discipline
NOT resulting in discipline

5 2
GC 34090

PUBLIC
WORKS

Alternative
Transportation

1600 001 ADA Para Transit Files CL + 1 GC 34090
1600 002 Bicycle Path Files 10 GC 34090
1600 003 Bus Shelter CL + 3 2 GC 34090
1600 004 Customer Complaints, Reports,
Findings
FTA Review
Period + 3
GC 34090
1600 005 Discount Photo Card
Applications
3 GC 34090
1600 FTA Audit Materials S + 1 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

46 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 006 Grant Files CL + 3 GC 34090
1600 007 Grants – Proposition 1B CL + 35 GC 34090 1600 008 Bus Video (moved into Case
Management
2 GC 34090
1600 009 Bus Video (not moved into Case
Management
30 days GC 34090
1600 010 National Transit Database
Report Files
FTA Review
Period + 3
GC 34090
1600 011 Passenger Incident Report FTA Review
Period + 3
GC 34090
1600 013 Roseville Transit Boarding &
Alighting Sheets
FTA Review
Period + 3
GC 34090
1600 016 Transit Contractors Monthly
Reports
FTA Review
Period + 3
GC 34090
1600 017 Transit Pass Purchase Requests 2 GC 34090 1600 018 Transportation Development Act
Files
CL + 3 GC 34090
1600 019 Transportation Planning Files S + 2 GC 34090 1600 020 Transportation Project Files CL + 10 GC 34090 1600 021 TSM Files – no TSM Plan, No
Bikeway Issues and no Transit
Issues
3 2 GC 34090
1600 022 TSM Files – with TSM Plan,
Bikeway Issues or Transit Issues
P 2 GC 34090
1600 023 TSM Survey 6 2 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

47 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 024 Daily Bus Reports 2 2 GC 34090
Engineering
1600 025 CIP CL + 2
________
For
Federally
Funded
Projects
CL + 3
CL + 2 GC 34090 Retention for Federally
Funded projects starts
from the date listed on
final voucher issued from
CalTrans
1600 026 Contract Administration Files CL + 2
________
For
Federally
Funded
Projects
CL + 3
GC 34090

1600 027 Flood Control 20 GC 34090
1600 027.1 REACH Fund – Private Donation
Record
City Clerk
P
2 GC 34090
1600 028 Sidewalks & Curbs CL + 2 GC 34090
1600 029 Soil Reports P GC 34090
1600 030 Specifications P GC 34090
1600 030.1 Speed Surveys 20 GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

48 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 031 Streets Projects/Assignments to
Street Maintenance &
Contractors
P 5 GC 34090
1600 032 Traffic Files 2 GC 34090
1600 034 Traffic Signals (Warrants &
Timing)
P GC 34090
035 Traffic Studies P GC 34090
1600 036 USA’s 2 GC 34090
037 Traffic Control Plans 2 GC 34090
Facilities
1600 037.1 Asset Transfer and Inventory
forms
2 2 GC 34090
1600 037.2 Cardkey Records 1 1 GC 34090
1600 037.3 Facilities 10 GC 34090
1600 037.4 Air Pollution Control District 2 2 GC 34090
1600 037.5 Alarm Information 3 GC 34090
1600 037.6 Fire Damage Repair Reports 3 GC 34090
1600 037.7 Fire Inspection Reports CL + 3 UFC 103.3..4; GC 34090

1600 037.8 Fire Sprinkler Tests 5 2 UFC 103.3.4;
GC 34090

1600 037.9 Invoice Copies 2 GC 34090
1600 037.10 Hazardous Materials manifests P GC 34090
1600 037.11 Project Files P GC 34090
1600 037.12 SPCC – Spill Prevention P GC 34090

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

49 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS
1600 037.13 Tailgate Safety Meeting – sign in
sheet
P GC 34090
Fleet Services
1600 037.14 BIT Inspections (B,C,N,O,W & Y) CL + 2 GC 34090 1600 037.15 Equipment Auction Records 2 GC 34090
1600 037.16 Equipment Sale/Trade Records
(non-auction)
10 GC 34090
1600 037.17 Equipment Title & Registration CL GC 34090 1600 037.18 Fuel Tank Records 5 GC 34090
Street
Maintenance

1600 038 Daily Worksheets, Stand-By
Worksheets
2 2 GC 34090
1600 039 Engineering Project Requests 2 2 GC 34090
1600 040 Oversize Load Transportation
Permits
2 2 GC 34090
1600 041 Service Requests & Work
Orders for Street Maintenance
Assets
P GC 34090
1600 042 Traffic Control Plans 2 2 GC 34090

APPROVED AS TO FORM:

BY: _______________________________

MICHELLE SHEIDENBERGER
City Attorney

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

50 DEPARTMENT/

DIVISION

CODE RECORDS ORIGINAL

RETENTION

DUPLICATE

RETENTION

CITATION REMARKS

2/15/23 CL = closed CU = current year P= permanent S = until superseded T = terminated

51 NON RECORDS
No Retention Schedule

DESCRIPTION OF RECORDS COMMENTS

Instant Messaging / Text Messaging

Reference San Jose Ruling
Library Materials

Non City Posters, Brochures and Flyers

Non City Press Releases

Price Lists, Catalogs, Brochures

Publications from outside sources

Testing and Development System

Transitory Records/Drafts

Website Contents & Records

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.23
File #: 0500
Item ID: 2026-646

Title: Legal Services Agreement
Contact: Kelly Aye 916-774-5377 [email protected]

SUMMARY
Staff recommends approval of an agreement with Remy Moose Manley LLP, to provide legal services on an as-needed basis. Expenses will be paid by the City Attorney's operating budget in the General Fund, or by other departments and funds as appropriate.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution to approve an Agreement for Legal Services with Remy Moose Manley LLP, and authorize the City Manager to execute it on behalf of the City of Roseville.

BACKGROUND
The City of Roseville requires outside legal services from time to time to advise, assist, and represent the City as co-counsel with the City Attorney with respect to litigation, and to assist the City with respect to the California Environmental Quality Act (CEQA) and other environmental laws.

FISCAL IMPACT
Legal services provided by this contract will be dependent upon needs as they occur during the year and thus cannot be forecasted. All expenses will be paid from the City Attorney's operating budget, or by other departments and funds as appropriate.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) only applies to projects which have the potential to cause a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. (CEQA Guidelines §15061(b)(3)). Approval of an agreement for legal services meets the above criteria and is not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

Respectfully Submitted,
Kelly Aye, Paralegal

Michelle Sheidenberger, City Attorney

ATTACHMENTS:

1. Resolution 26-302

2. Agreement

REVIEWERS:

Kelly Aye, City Attorney Department Created/Initiated - 7/17/2026 Kelly Aye, City Attorney Department Approved - 7/17/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/17/2026 Kelly Aye, City Attorney Department Approved - 7/17/2026 Katrina Six, City Clerk Department Approved - 7/20/2026 Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/23/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

RESOLUTION NO. 26-302

APPROVING AN AGREEMENT FOR LEGAL SERVICES, BY AND BETWEEN THE CITY

OF ROSEVILLE AND REMY MOOSE MANLEY LLP, AND AUTHORIZING THE CITY

MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE

WHEREAS, an Agreement for Legal Services, by and between the City of Roseville and Remy Moose Manley LLP, has been reviewed by the City Council; and

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and that the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 2026, by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

______________________________
MAYOR

ATTEST:

________________________

[B:\C
ity Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 7/17/2026]

AGREEMENT FOR LEGAL SERVICES
T
HIS AGREEMENT is made and entered into this ___ day of ____________, 20__, by and between the City of Roseville, a municipal corporation (“CITY”), and the law firm Remy Moose Manley, LLP, a California limited liability partnership (“ATTORNEY”); and W
ITNESSETH:

W
HEREAS, CITY from time to time is in need of attorneys to provide legal services and assistance to the Roseville City Attorney (“City Attorney”); and WHEREAS, ATTORNEY is willing to provide such representation on an hourly and non-contingency fee basis.

NOW, THEREFORE, the parties agree as follows:

1. S
cope of Services and Duties. CITY employs and retains ATTORNEY to provide legal services from time to time upon the request of the City Attorney to advise, assist and represent CITY as co-counsel with the City Attorney with respect to such litigation and transactional matters as may be referred to ATTORNEY by the City Attorney. ATTORNEY shall list the City Attorney as co-counsel of record on all pleadings and papers in referred cases, unless directed otherwise by the City Attorney.

Services shall also include an annual audit letter provided by ATTORNEY at no charge to CITY.

2. Specific Work Assignments. ATTORNEY shall receive work assignments from the City Attorney. The work assignments shall generally be communicated by written notice

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 2 from the City Attorney to ATTORNEY. If a work assignment is communicated orally, ATTORNEY shall provide a written confirmation to the City Attorney describing the work assignment.

ATTORNEY shall take reasonable steps to keep CITY (and City Attorney) informed in writing of progress and immediately following any significant developments and/or meetings, and to respond to CITY inquiries. ATTORNEY shall list the City Attorney as co-counsel of record on all pleadings and papers in referred cases. The City Attorney’s Office shall be promptly provided a copy of all research work product, pleadings, briefs, documents and correspondence.

Work performed for CITY shall be performed by and/or supervised by attorneys who are approved by the City Attorney and experienced in the practice area in which the services are being performed.

3. Attorney-Client Relationship. This Agreement creates an attorney-client relationship between CITY and ATTORNEY. Accordingly, the legal services performed pursuant to this Agreement will be protected by the attorney-client privilege unless the CITY waives the privilege or a court determines that the legal services are not subject to the privilege.

4. Fees for Services. For legal services performed under this Agreement, CITY shall pay ATTORNEY in accordance with the following rates:

Senior Partners: $550 per hour
Partners: $525 per hour
Senior Associates: $450 per hour
Associates: $395 per hour
Paralegals: $200 per hour
Law Clerks: $200 per hour

Any proposed increase in the effective rates for future cases or matters must be preceded by at least a 90-day written notice to the City Attorney.

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 3 5. Costs and Expenses. In addition to compensation for fees, the CITY shall reimburse ATTORNEY for out-of-pocket costs and expenses actually incurred by ATTORNEY in connection with the legal services provided by ATTORNEY. Out-of-pocket costs and expenses, including, but not limited to, reasonable travel expenses, costs of serving pleadings, filing fees, other charges assessed by courts and other public agencies, court reporter’s fees, jury and witness fees, computer-assisted research charges, consultant and expert witness fees.

Reproduction costs incurred in the normal course of business, postage, long distance phone charges and fax transmission charges shall be considered ATTORNEY overhead and not directly charged to CITY.

Research exceeding one hour and multiple revisions of documents relating to single topics, although understandably necessary in situations that are unique or extremely complex, must be avoided and are subject to being disallowed for payment unless approved in advance by the City Attorney.

6. Statements and Payments. ATTORNEY shall provide monthly invoices to the CITY for all fees and expenses. The invoice shall be itemized to include, at a minimum, the time spent by each service provider, the total time spent by each service provider, and a description of services performed during the itemization period. ATTORNEY shall keep time in 1/10 th of an
hour increments. Invoices shall be considered due and payable upon receipt, and shall be overdue thirty (30) calendar days after receipt.

7. Term; Termination; Amendments. This Agreement shall be effective upon approval by the Roseville City Council and shall continue in effect until terminated by either party. This Agreement may be terminated by CITY, with or without cause, at any time upon written notice. However, ATTORNEY may terminate this Agreement only upon the consent of

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 4 CITY or upon sixty (60) calendar days’ written notice. Upon termination, ATTORNEY shall turn over all client files to CITY.

There shall be no amendment or modification to this Agreement except by written agreement between the parties.

8. Certifications. ATTORNEY certifies that ATTORNEY accepts this employment because ATTORNEY has the time, energy and ability necessary to perform the duties required in an efficient, trustworthy and business-like manner. ATTORNEY certifies that ATTORNEY will do its utmost to serve CITY effectively and represent CITY’s interests vigorously and efficiently.

ATTORNEY certifies that neither ATTORNEY nor any of its personnel assigned under this Agreement has personal or financial interest in, nor any connection with, the matter or litigation which is the subject of this agreement, or with any of the personnel, officers, agents or employees of the parties to such matter or litigation.

9. Independent Contractor. ATTORNEY is and shall be considered an independent contractor with respect to the performance of legal services under this Agreement.

10. Insurance. ATTOREY agrees to continuously maintain, in full force and effect, the following minimum policies of insurance during the term of this Agreement.

COVERAGE LIMITS OF LIABILITY

Workers’ Compensation Statutory

Commercial General Liability $2,000,000 each occurrence $4,000,000 aggregate
Personal Injury:
$2,000,000 each occurrence
$4,000,000 aggregate

Automobile Liability $1,000,000 combined single limit

Professional Liability (errors and $2,000,000 per claim omissions)

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 5 a. Form. ATTORNEY shall submit a certificate evidencing such coverage for the period covered by this Agreement in a form satisfactory to Risk Management and the City Attorney, prior to undertaking any work hereunder. Any insurance written on a claims made basis is subject to the approval of Risk Management and the City Attorney. b. Additional Insureds. ATTORNEY shall also provide a separate endorsement form or section of the policy showing CITY, its officers, agents, employees and volunteers as additional insureds for each type of coverage, except for Workers’ Compensation and Professional Liability. Such insurance shall specifically cover the contractual liability of ATTORNEY. The additional insured coverage under the ATTORNEY’s policy shall be primary and noncontributory, as evidenced by a separate endorsement or section of the policy, and shall not seek contribution from CITY’s insurance or self-insurance. In addition, the additional insured coverage shall be at least as broad as the Insurance Services Office (“ISO”) CG 20 01 Endorsement. Any available insurance proceeds in excess of the specified minimum insurance coverage requirements and limits shall be available to the additional insureds. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the full coverage and maximum limits of any insurance proceeds available to the named insureds, whichever is greater.
c. Cancellation/Modification. ATTORNEY shall provide ten (10) calendar days’ written notice to CITY prior to cancellation or modification of any insurance required by this Agreement.
d. Umbrella/Excess Insurance. The limits of insurance required in this Agreement may be satisfied by a combination of primary and excess insurance. Any excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 6 on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract) before CITY’s own insurance shall be called upon to protect it as a named insured. e. Subconsultants. ATTORNEY agrees to include in its contracts with all subconsultants the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, to the extent they apply to the scope of the subconsultant’s work.

Furthermore, ATTORNEY shall require its subconsultants to agree to be bound to ATTORNEY and CITY in the same manner and to the same extent as ATTORNEY is bound to CITY under this Agreement. Additionally, ATTORNEY shall obligate its subconsultants to comply with these same provisions with respect to any tertiary subconsultant, regardless of tier. A copy of CITY’s indemnity and insurance provisions will be furnished to the subconsultant or tertiary subconsultant upon request.
f. Self-Insured Retentions. All self-insured retentions (“SIR”) must be disclosed to Risk Management for approval and shall not reduce the limits of liability.

Policies containing any SIR provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements. The failure to exercise this right shall not constitute a waiver of such right.
g. Waiver of Subrogation. ATTORNEY hereby agrees to waive subrogation which any insurer of ATTORNEY may acquire from ATTORNEY by virtue of the payment of any loss under a Workers Compensation, Commercial General Liability or Automobile Liability policy. All Workers Compensation, Commercial General Liability and Automobile Liability policies shall be endorsed with a waiver of subrogation in favor of CITY, its officers, agents, employees and volunteers for all worked performed by ATTORNEY, its employees, agents and subconsultants.

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 7 h. Liability/Remedies. Insurance coverage in the minimum amounts set forth herein shall not be construed to relieve ATTORNEY of liability in excess of such coverage, nor shall it preclude CITY from taking such other actions as are available to it under any other provisions of this Agreement or law.

11. Indemnification. To the fullest extent allowed by law, ATTORNEY shall defend, indemnify, and save and hold harmless CITY, its officers, agents, employees and volunteers from any claims, suits or actions of every name, kind and description brought forth, or on account of, injuries to or death of any person (including but not limited to workers and the public), or damage to property, resulting from or arising out of ATTORNEY's willful misconduct or negligent act or omission while engaged in the performance of obligations or exercise of rights created by this Agreement, except those matters arising from CITY's sole negligence or willful misconduct. The parties intend that this provision shall be broadly construed.

ATTORNEY’s responsibility for such defense and indemnity obligations shall survive the termination or completion of this Agreement for the full period of time allowed by law. The defense and indemnity obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement.

12. Notice. All notices, invoices, reports or other communication required by this Agreement shall be properly given if delivered in person, or sent by first class mail, facsimile, or overnight delivery to the following addresses:

CITY: ATTORNEY:

Roseville City Attorney Remy Moose Manley, LLP
311 Vernon Street 555 Capital Mall, Suite 800
Roseville, CA 95678 Sacramento, CA 95814

Either party may amend its address for notice by giving notice to the other party.

[B:\City Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 8 13. Disclaimer of Guarantee. ATTORNEY has made no promises or guarantees to CITY about the outcome of CITY’s matter, and nothing in this Agreement shall be construed as such a promise or guarantee. ATTORNEY’s comments about the outcome of CITY’s matter are expressions of opinion only.

14. Assignment. Neither party to this Agreement shall assign any of its rights or obligations under this Agreement, except with the prior written consent of the other party. No assignment of this Agreement shall relieve the assigning party of any of its obligations under this Agreement until such obligations have been assumed by the assignee. Any assignment in violation of this paragraph shall be void.

15. Attorney’s Fees; Venue; Governing Law. If either party commences any legal action against the other party arising out of this Agreement or the performance hereof, the prevailing party in such action shall be entitled to recover its reasonable litigation expenses, including but not limited to, court costs, expert witness fees, discovery expenses, and attorney’s fees. Any action arising out of this Agreement shall be brought in Placer County, California, regardless of where else venue may lie. This Agreement shall be governed by and construed in accordance with the laws of the State of California.

16. Severability. If any of the provisions contained in this Agreement are for any reason held invalid or unenforceable, such holding shall not affect the remaining provisions or the validity and enforceability of the Agreement as a whole.

17. Integrated Agreement. This is an integrated Agreement and contains all of the terms, considerations, understandings and promises of the parties. It shall be read as whole.

[B:\City
Attorney\corres\Melissa\Contracts 2026\Remy Moose Manley legal services agreement.docx; 05/26/15] 9 IN WITNESS WHEREOF, the City of Roseville, a municipal corporation, has authorized the execution of this Agreement in duplicate by its City Manager and attested to by its City Clerk under the authority of Resolution No. _________, adopted by the Council of the City of Roseville on the ___ day of ___________, 20__, and ATTORNEY has caused this Agreement to be executed.

CITY
OF ROSEVILLE, a REMY MOOSE MANLEY, a California
municipal corporation: limited liability partnership
BY:
______________________________ BY:

DOMINICK CASEY
City Manager its:

ATTEST: an
d
BY:
______________________________ BY:

CARMEN AVALOS
City Clerk its:

APPR
OVED AS TO FORM:

BY:
______________________________

MICHELLE SHEIDENBERGER
City Attorney
CHRISTINA L. BERGLUND, PARTNER

City Council
Communication
Meeting Date: 8/5/2026
Item #: VI.24
File #: 0102-03
Item ID: 2026-654

Title: Minutes of Prior Meetings
Contact: Arleta Wagenhals 916-774-5200 [email protected]

SUMMARY
Staff recommends approval of the minutes of the July 15, 2026 City Council Meeting.

RECOMMENDATION
Staff recommends approval of the minutes of the July 15, 2026 City Council Meeting.

BACKGROUND
Not Applicable.

FISCAL IMPACT
There is no fiscal impact associated with this request.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. The City Council minutes are not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

6. Deliver exceptional City services

Respectfully Submitted,
Arleta Wagenhals, City Clerk Technician

Carmen Avalos, City Clerk

ATTACHMENTS:

1. July 15, 2026 City Council Meeting_Minutes_

REVIEWERS:

Arleta Wagenhals, City Clerk Department Created/Initiated - 7/22/2026 Katrina Six, City Clerk Department Final Approval - 7/22/2026

Krista Bernasconi, Mayor
Karen Alvord, Vice Mayor
Bruce Houdesheldt, Councilmember
Tracy Mendonsa, Councilmember
Pauline Roccucci, Councilmember
Dominick Casey, City Manager
Michelle Sheidenberger, City Attorney
Carmen Avalos, City Clerk

MINUTES
City Council Regular Meeting
July 15, 2026
6:00 PM
City Council Chambers, 311 Vernon Street
I. CALL TO ORDER
Mayor Bernasconi called the meeting to order at 6:00 P.M.

II. ROLL CALL

Present: Vice Mayor Alvord, Councilmember Houdesheldt, Councilmember Mendonsa, Mayor Bernasconi.

Absent: Councilmember Roccucci.

III. PLEDGE OF ALLEGIANCE
Economic Development Director Melissa Anguiano led the Pledge of Allegiance.

IV. MEETING PROCEDURES
City Clerk Carmen Avalos announced the procedures for addressing the City Council.

V. PUBLIC COMMENTS
This is an opportunity to make a public comment on non-agenda items.

This is the first opportunity to make a public comment on non-agenda items.

Tara Minnick - spoke on homeless issues on her street.

Kate Rosenlieb - spoke on cellphone coverage in her area.

Rick Broffman - spoke on traffic and noise concerns on Fiddyment VI. CONSENT CALENDAR
Motion by Councilmember Houdesheldt, seconded by Councilmember Mendonsa, to approve the Consent Calendar as recommended. The motion passed.

Ayes: Vice Mayor Alvord, Councilmember Houdesheldt, Councilmember Mendonsa, Mayor Bernasconi.

Absent: Councilmember Roccucci

1. Incident Reporting, Electronic Record and Patient Care Management System - Contract Purchase Agreement Amendment (FIRE DEPARTMENT)
Summary: Staff recommends approval of an amendment to add three (3) additional modules to the existing contract purchase agreement with ImageTrend, LLC for the fire department incident reporting, electronic record and patient care management system. The total cost of the amended agreement is $230,606.10, which includes a cost of $16,100.00 for the additional modules with subscription dates of August 1, 2026, to January 14, 2027. Funding for this reporting system is included in the Fire Department's FY2026-27 General Fund budget and will be recommended for approval in future budgets.

CONTACT: Jamie Pepin 916-774-5400 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-279 approving a contract purchase agreement amendment, by and between the City of Roseville and ImageTrend, LLC, and authorizing the City Manager to execute it on behalf of the City of Roseville.

2. Johnson Pool Renovation - Notice of Completion (PARKS, RECREATION, AND LIBRARIES

DEPARTMENT - PARK DEVELOPMENT)
Summary: Staff recommends approval of the Notice of Completion for the Johnson Pool Renovation Project. The total cost of the construction contract with Abide Builders, Inc. is $4,297,885.

CONTACT: Heather Buck 916-774-5254 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-255 accepting the Public Work known as the Johnson Pool Renovation Project, approving the "Notice of Completion", and authorizing the Parks, Recreation and Libraries Director to execute said Notice on behalf of the City of Roseville.

3. On-Call Qualified Stormwater Pollution Prevention Plan Developer and Qualified Stormwater Pollution Prevention Plan Practitioner Services - On-Call Professional Services Agreement (PARKS, RECREATION, AND LIBRARIES DEPARTMENT - PARK DEVELOPMENT) Summary: Staff recommends approval of an on-call professional services agreement with HydroCompliance for On-Call Qualified Stormwater Pollution Prevention Plan Developer and Qualified Stormwater Pollution Prevention Plan Practitioner services and authorize the City Manager to execute the base agreement and the agreements’ optional extensions based on approved budgets. Work performed under this professional agreement will be paid using developer fees, capital rehabilitation funds and/or capital improvement project budgets.

CONTACT: Tara Gee 916-774-5253 [email protected]

The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-271 approving an on-call professional services agreement, by and between the City of Roseville and HydroCompliance, and authorizing the City Manager to execute it on behalf of the City of Roseville.

4. Woodbridge Park Tennis & Pickleball Court Renovation Project - Spending Authority Increase and Budget Adjustment (PARKS, RECREATION, AND LIBRARIES DEPARTMENT - PARK

DEVELOPMENT)
Summary: Staff recommends approval of a budget adjustment in the amount of $120,000 to increase the Woodbridge Park Tennis & Pickleball Court Renovation Project, utilizing available funds from the Parks, Recreation, and Library Capital Projects Fund, and to authorize a corresponding increase in spending authority to support the additional project costs. The current project budget is $350,000. With this adjustment, the revised project budget will total $470,000.

CONTACT: Josh Cervantes 916-746-1233 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-272 approving an increase in spending authority; and

b. Adopt Ordinance No. 7089 authorizing certain amendments to the fiscal year 2026-27 budget and declaring this ordinance to be immediately effective as an appropriation measure.

5. Special Inspections & Materials Testing Services - On-Call Professional Services Agreement (PARKS, RECREATION, AND LIBRARIES DEPARTMENT - PARK DEVELOPMENT) Summary: Staff recommends approval of an on-call professional services agreement with ENGEO for special inspections and materials testing services with a not-to-exceed amount of $250,000 per year. Work performed under this professional agreement will be paid using developer fees, capital rehabilitation funds and/or capital improvement project budgets. Staff additionally requests authority for the City Manager or his designee to execute four (4) additional one (1) year renewals without further City Council approval, provided that the applicable budget is approved by the City Council, or until staff determines that continuing with this consultant is not in the best interest of the City.

CONTACT: Tara Gee 916-774-5253 [email protected]
The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-266 approving an on-call professional services agreement, by and between the City of Roseville and ENGEO, and authorizing the City Manager to execute it on behalf of the City of Roseville.

6. On-Call Landscape Architectural Services – Professional Design Services Agreements (PARKS,

RECREATION, AND LIBRARIES DEPARTMENT - PARK DEVELOPMENT)

Summary: Staff recommends approval of on-call professional design services agreements with Callander Associates Landscape Architecture, Inc., Fuhrman Leamy Land Group, Verde Design, Inc. and Wood Rodgers, Inc. for On-Call Landscape Architectural Services for a not-to-exceed amount of $350,000 per agreement with two optional renewals years. Work performed under these professional agreements will be paid using developer fees, capital rehabilitation funds and/or capital improvement project budgets.

CONTACT: Tara Gee 916-774-5253 [email protected]
The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-259 approving an on-call professional design services agreement, by and between the City of Roseville and Callander Associates Landscape Architecture, Inc., and authorizing the City Manager to execute it on behalf of the City of Roseville; and

b. Adopt Resolution No. 26-260 approving an on-call professional design services agreement, by and between the City of Roseville and Fuhrman Leamy Land Group, and authorizing the City Manager to execute it on behalf of the City of Roseville; and

c. Adopt Resolution No. 26-261 approving an on-call professional design services agreement, by and between the City of Roseville and Verde Design, Inc., and authorizing the City Manager to execute it on behalf of the City of Roseville; and

d. Adopt Resolution No. 26-262 approving an on-call professional design services agreement, by and between the City of Roseville and Wood Rodgers, Inc., and authorizing the City Manager to execute it on behalf of the City of Roseville.

7. Housing Capacity Analysis and Housing Element Support - On-Call Professional Services Agreement (DEVELOPMENT SERVICES - PLANNING)
Summary: Staff recommends approval of an on-call professional services agreement with Ascent Environmental, Inc. in the amount of $449,860 to prepare a housing capacity analysis, provide support during the Regional Housing Needs Allocation process which begins in August 2026, and support preparing and implementing the City's 7th Cycle Housing Element which will be due in May 2029. The contract is fully funded by existing General Plan Update Fee revenue.

CONTACT: Lauren Hocker 916-774-5272 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-257 approving a on-call professional services agreement, by and between the City of Roseville and Ascent Environmental, Inc., and authorizing the City Manager to execute it on behalf of the City of Roseville.

8. Assistance to Firefighters Grant Program - Sole Source Professional Services Agreement (FIRE

DEPARTMENT)

Summary: Staff recommends approval of a sole source professional services agreement with Life Extension Clinics, Inc. dba Life Scan Wellness Centers to provide specialty physicals for the Fire Department staff for a not-to-exceed amount of $175,831 for fiscal year (FY) 2026-27. Life Scan Wellness Centers is the exclusive provider of the Life Scan Wellness Program, a specialized public safety wellness program and occupational medical system designed specifically for firefighter health evaluations. This agreement will be funded by the FY24 Federal Emergency Management Agency Assistance to Firefighters Grant – EMW-2024-FG-00310, and from the FY2026-27 Fire Department General Fund budget.

CONTACT: Jamie Pepin 916-774-5400 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-263 approving a sole source professional services agreement, by and between the City of Roseville and Life Extension Clinics, Inc. dba Life Scan Wellness Centers, and authorizing the City Manager to execute it on behalf of the City of Roseville.

9. Firehouse Subs Public Safety Foundation - Grant Application Approval (FIRE DEPARTMENT) Summary: Staff recommends approval to pursue a grant through Firehouse Subs Public Safety Foundation to support the purchase of new rescue extrication equipment. This equipment is essential for providing rapid and effective response during vehicle collisions and other technical rescue incidents. The department’s current extrication tools have exceeded their expected service life, resulting in decreased efficiency, higher maintenance needs, and potential reliability concerns during critical operations. The total estimated cost for the replacement equipment is $39,870.52 which will include (1) one TR50 Telescopic Ram, (1) one PCU50 Cutter, (1) one PSP40 Spreader, and (1) one PBPA288 Battery. Securing this grant will allow the department to replace outdated tools with modern, safer, and more capable equipment, ultimately supporting improved service to the community and enhancing firefighter and public safety.

CONTACT: Josh Marone 916-774-4759 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-273 approving a grant application to Firehouse Subs Public Safety Foundation for the Fiscal Year 2026 Firehouse Grant, and authorizing the City Manager or Designee to execute all related forms and agreements necessary to comply with all grant terms and conditions.

10. Second Reading - Zoning and Subdivision Ordinance - Roseville Municipal Code Updates (DEVELOPMENT SERVICES - PLANNING)
Summary: Staff recommends approval an ordinance amending Chapter 18.05 of the Roseville Municipal Code regarding Ministerial Multifamily Maps; and approval of an ordinance for second reading amending Chapters 19.10, 19.12, and 19.28 of the Roseville Municipal Code regarding Residential Zone Permitted Use Types, Commercial Zone Permitted Use Types, and Density Bonus Regulations. The proposed ordinance amendments will have no impact on the City’s General Fund.

CONTACT: Eric Singer 916-774-5536 [email protected] The City Council will consider the recommendation to:

a. Adopt Ordinance No. 7085 amending Chapter 18.05 of Title 18 of the Roseville Municipal Code regarding tentative map applications - Ministerial; and

b. Adopt Ordinance No. 7086 amending Section 19.10.020 of Chapter 19.10 of Title 19 of the Roseville Municipal Code regarding Residential Zones, and Section 19.12.020 of Chapter 19.12 of Title 19 of the Roseville Municipal Code regarding Commercial Zones, and Chapter 19.28 of Title 19 of the Roseville Municipal Code regarding Residential Density Bonus.

11. Monitoring and Transmitting Equipment and Parts - Sole Source Purchase Order (ENVIRONMENTAL UTILITIES DEPARTMENT - WASTEWATER)
Summary: Staff recommends approval of a sole source purchase order including four (4) additional one-year renewals with Rust Automation and Controls Inc. for the procurement of Endress+Hauser monitoring and transmitting equipment, supporting Environmental Utility Department's Supervisory Control and Data Acquisition network and automation systems. The Environmental Utilities Department has standardized on high-performance transmitting and monitoring sensors with Endress+Hauser equipment. Rust Automation and Control Inc. is the exclusive manufacturer’s representative for the state. The estimated annual cost is $300,000, and the estimated total not-to-exceed cost, including the renewals, is $1,500,000. Funding will be provided from the Environmental Utilities Department’s annual approved budgets for the Water Operations Fund and Wastewater Operations Fund.

CONTACT: Blaine Wiegel 916-746-1833 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-274 approving a sole source purchase order for monitoring and transmitting equipment and parts.

12. Ultraviolet Disinfection Equipment – Sole Source Annual Purchase Order (ENVIRONMENTAL

UTILITIES DEPARTMENT - TECHNICAL SERVICES)
Summary: Staff recommends approval of a sole source purchase order including four (4) additional one-year renewals with Trojan Technologies Corp. for supply of repair parts and replacement components for the ultraviolet disinfection system at the Dry Creek Wastewater Treatment Plant and Pleasant Grove Wastewater Treatment Plant. Trojan Technologies Corp. is the sole supplier of validated replacement parts required to maintain system performance and meet regulatory requirements. The total cost of the purchase order is not to exceed $1,000,000 per year with a total of $5,000,000 over five years. Funding will be provided from the Environmental Utilities Department’s annual approved budgets for the Wastewater Operations Fund.

CONTACT: Katherine Gettings 916-746-1865 [email protected]

The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-275 approving a sole source purchase order for ultraviolet disinfection equipment.

13. Dry Creek Wastewater Treatment Plant Foul Air Collection System and Biofilter Rehabilitation Project - Design-Assist Construction Contract and Budget Adjustment (ENVIRONMENTAL

UTILITIES DEPARTMENT - TECHNICAL SERVICES)
Summary: Staff recommends approval of a design-assist construction agreement with Myers & Sons Construction to provide the construction services for the Dry Creek Wastewater Treatment Plant Foul Air Collection System and Biofilter Rehabilitation Project in the amount of $10,101,101. Staff also recommends authorization for the City Manager or his designee to approve and pay for contract change orders for the Design-Assist and Construction Agreement that could increase the original contract amount by no more than 10% or $1,010,110. In addition, staff recommends approval of a budget adjustment to transfer $7,300,000 from the Wastewater Operations Fund to the Wastewater Regional Rehabilitation Fund to help fund the remaining work on this project, which is funded by the Wastewater Regional Rehabilitation Fund, and increase the project budget to $12,400,000. Since this is a regional wastewater project, the Wastewater Rehabilitation Fund will be reimbursed for approximately 35 percent of the project’s actual cost from its partners, the South Placer Municipal Utility District and Placer County.

CONTACT: Jeremy Snyder 916-746-1829 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-276 approving a design-assist construction agreement, by and between the City of Roseville and Myers & Sons Construction, LLC, and authorizing the City Manager to execute it on behalf of the City of Roseville; and

b. Adopt Ordinance No. 7090 authorizing certain amendments to the fiscal year 2026-27 budget and declaring this ordinance to be immediately effective as an appropriation measure.

14. Wastewater Collections Main Lining Materials - Purchase Order (ENVIRONMENTAL UTILITIES

DEPARTMENT - WASTEWATER)
Summary: Staff recommends approval of an annual open purchase order with Vortex Services, LLC utilizing the Helping Governments Across the Country (H-GAC) contract #TP07-25, including 2 additional (1) year renewals to purchase collection system main lining materials. The estimated total cost of the purchase order for the first year is $350,000 and the total not-to- exceed cost, including the renewals, is $1,160,000. Funding will be provided from the Environmental Utilities Department’s annual approved budget for the Sewer Collection System Cured-in-Place-Pipe Rehabilitation Project in the Wastewater Rehabilitation Fund.

CONTACT: Tracie Mueller 916-774-5688 [email protected]

The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-277 approving a purchase order for wastewater collections main lining materials.

15. Sewer Lift Station 19 Force Main Condition Assessment - Professional Services Agreement (ENVIRONMENTAL UTILITIES DEPARTMENT - WASTEWATER)
Summary: Staff recommends approval and award of a professional services agreement to SFE Global in the amount of $151,750 for a comprehensive inline condition assessment of the Sewer Lift Station 19 force main. This work is part of an Enhanced Compliance Action Project, in agreement with the Central Valley Regional Water Quality Control Board. Funding for this agreement is provided by the Wastewater Rehabilitation Fund.

CONTACT: Kyle Drury [email protected]
The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-278 approving a professional services agreement, by and between the City of Roseville and SFE Global, and authorizing the City Manager to execute it on behalf of the City of Roseville.

16. Waste Services Cost-of-Services Rate Study – Professional Services Agreement (ENVIRONMENTAL UTILITIES DEPARTMENT)
Summary: Staff recommends approval of a professional services agreement with HF&H Consultants, LLC. in the amount of $123,977 to conduct a cost-of-service rate study for Waste Services. Additionally, authorize the City Manager or designee, to approve change order requests up to ten percent (10%) of the contract amount or $12,398. The contingency is recommended to address complexities that may arise during the cost-of-service rate study process. Funding for this agreement is included in the Environmental Utilities Department’s FY2026-27 annual budget in the Waste Services Operations fund.

CONTACT: Joseph Barrow 916-746-1732 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-256 approving a professional services agreement, by and between the City of Roseville and HF&H Consultants, LLC, and authorizing the City Manager to execute it on behalf of the City of Roseville.

17. UC Davis Continuing Professional Education - Training Services Agreement (ELECTRIC

DEPARTMENT - FINANCIAL & ADMINISTRATIVE)
Summary: Staff recommends approval of a Training Services Agreement with University of California Davis in the amount of $82,000 to provide a customized in-person leadership program to a cohort of Electric Utility employees to enhance communication, build leadership capability, and support a more engaged and well-prepared employee community. Funding is included in the Electric Department's FY2026-27 budget in the Electric Fund.

CONTACT: Matt Nelson 916-774-5618 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-283 approving a training services agreement, by and between the City of Roseville and The Regents of the University of California on behalf of its Davis Campus Continuing and Professional Education, and authorizing the City Manager to execute it on behalf of the City of Roseville.

18. Roseville Parkway Widening - Phase 1 Project - Award of Contract and Budget Adjustment (PUBLIC WORKS DEPARTMENT - ENGINEERING - CITY PROJECTS) Summary: Staff recommends approval of a construction agreement with Central Valley Engineering & Asphalt, Inc. in the amount of $3,658,269 for the construction of the Roseville Parkway Widening - Phase 1 Project, and approval of a budget adjustment to fully fund the construction in the amount of $1,750,000 from the North Central Roseville Community Facilities District No. 1 and Traffic Mitigation Funds. The scope of the Project consists of widening portions of Roseville Parkway from West Drive to Creekside Ridge Drive and adding a third left- turn lane at southbound Pleasant Grove Boulevard onto eastbound Roseville Parkway.

Improvements also include modifications to existing traffic signals, sidewalks, curb and gutter, updated signing and striping, and necessary utility adjustments. Work is expected to begin summer 2026 and be completed by early 2027. This project is also supported by funding previously appropriated from the North Central Roseville Community Facilities District No. 1. No General Fund resources will be used for the project.

CONTACT: Karen Vences 916-774-5412 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-258 approving an agreement, by and between the City of Roseville and Central Valley Engineering & Asphalt, Inc., and authorizing the City Manager to execute it on behalf of the City of Roseville; and

b. Adopt Ordinance No. 7088 authorizing certain amendments to the fiscal year 2026-27 budget and declaring this ordinance to be immediately effective as an appropriation measure.

19. Asphalt Products (RFQ 10-3447) - Reject all Bids (FINANCE DEPARTMENT - PURCHASING) Summary: Staff recommends that all bids received for Request for Quotations (RFQ) 10-3447 for Asphalt Products be rejected. During review, Public Works Department (PWD) staff determined the bid specifications should have included a “commercial grade” mix, in addition to the "performance grade" mix. PWD will revise the specifications and issue a new RFQ at a later date.

There is no fiscal impact at this time, as there will be no purchase order awarded.

CONTACT: Sue Jessup 916-746-1107 [email protected]

The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-265 rejecting all bids for RFQ 10-3447 for asphalt products.

20. Security Guard Services — Contract Purchase Agreement (FINANCE DEPARTMENT -

PURCHASING)
Summary: Staff recommends approval of a contract purchase agreement with American Guard Services, Inc. for security guard services piggybacking on the County of Riverside contract number RIVCO-99046-025-06/28. Staff also recommends authorization for the City Manager or his designee to execute one additional one-year renewal under the same Riverside County contract without further Council approval, based on staff's determination that continued use of this service is in the City's best interest and contingent upon Council approval of adequate funding in the budget for that year. Funding for these services is included in the Public Works Department budget in the General Fund, the Electric Department's Electric Construction and Maintenance budget in the Electric Fund, and the Pleasant Grove Wastewater Treatment Plant's operating budget in the Wastewater Operations Fund. The estimated expenditure on these services in FY2026-27 is $742,000.

CONTACT: Joanna Oukrop 916-746-1102 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-267 approving an agreement, by and between the City of Roseville and American Guard Services, Inc., and authorizing the City Manager to execute it on behalf of the City of Roseville.

21. Tax Revenue Consulting Services - Extending Authorization of Examination and Professional Services Agreement Amendment (FINANCE DEPARTMENT)
Summary: Staff recommends approval of a fifth amendment to the professional services agreement with MuniServices, LLC extending the term of the agreement to the earlier of the conclusion of their services rendered for Tax Revenue Consulting Services, or December 31, 2026. There are adequate resources in the Finance Department's General Fund budget for this agreement.

CONTACT: Jeannine Thrash 916-774-5473 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-268 temporarily extending authorization of the examination of sales or transactions and use tax records; and

b. Adopt Resolution No. 26-269 approving a fifth amendment to professional services agreement, by and between the City of Roseville and Muniservices LLC, and authorizing the City Manager to execute it on behalf of the City of Roseville.

22. Sierra Vista Specific Plan Parcel JM-30 - Summary Vacation (DEVELOPMENT SERVICES -

PLANNING)
Summary: Staff recommends approval to summarily vacate an existing 25-foot-wide public utility easement for an apartment project located at 4950 Upland Drive, and to authorize the City Manager to execute any related documents necessary to facilitate the summary vacation.

These actions have no fiscal impact on the City's General Fund.

CONTACT: Kinarik Shallago 916-746-1309 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-270 ordering summary vacation of a public utility easement at 4950 Upland Drive.

23. Baseline Marketplace Final Map (DEVELOPMENT SERVICES DEPARTMENT - ENGINEERING

DIVISION)
Summary: Staff recommends approval of the Baseline Marketplace Final map. Engineering has completed its review of the final map and found that it is in compliance with the approved tentative map. This map will create 22 commercial lots. The map will also create separate public utility and pedestrian easements. The actions requested have no fiscal impact to the City's General Fund.

CONTACT: Jeff Hendrix 916-774-5463 [email protected] The City Council will consider the recommendation to:

a. Approve the final map on file with the City Clerk; and

b. Accept on behalf of the public, the public easements offered thereon.

24. MissionSquare Retirement - Administrative Services Agreement (HUMAN RESOURCES

DEPARTMENT)
Summary: Staff recommends approval of a four-year administrative services agreement with ICMA-RC Services LLC dba MissionSquare Retirement to administer the City's retirement plan and the VantageCare Retirement Health Savings Plan from July 15, 2026, through July 15, 2030, and authorize the City Manager or designee to execute three (3) additional one (1) year renewals of the agreement without further City Council approval. There is a cost savings on administrative fees for plan participants and no fiscal impact to the City.

CONTACT: Stacey Peterson 916-774-5374 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-281 approving an administrative services agreement, by and between the City of Roseville and ICMA-RC Services LLC dba MissionSquare Retirement, and authorizing the City Manager to execute it on behalf of the City of Roseville.

25. Staffing and Salary Schedule Updates (HUMAN RESOURCES DEPARTMENT) Summary: Staff recommends approval of the Roseville Police Association A & B salary schedules, the Temporary salary schedule, and the City position allocation schedule. The fiscal impact to the General Fund for the remainder of Fiscal Year 2026-27 will be a cost savings of $12,092, and the cost impact on the Water Operations Fund will be $9,940, which can be absorbed by existing appropriations. The costs of the temporary salary increases were included in the adopted FY2026-27 budget. Therefore, no budget adjustment is required at this time. Beyond this fiscal year, the recommended changes have an annual ongoing impact of $12,575 savings on the General Fund and $10,338 cost on the Water Operations Fund.

CONTACT: Macy Dippert 916-774-5215 [email protected] The City Council will consider the recommendation to:

a. Adopt Ordinance No. 7091 amending Ordinance No. 7060, the salary ordinance for non-sworn employees represented by the Roseville Police Association, as amended by appendix "I" to be effective July 25, 2026, as an urgency measure; and

b. Adopt Ordinance No. 7092 amending Ordinance No. 7061, the salary ordinance for Seasonal/Temporary Employees, as amended by appendix "D" to be effective July 25, 2026, as an urgency measure; and

c. Approve the attached Citywide position allocation schedule effective July 25, 2026.

26. Letter of Support for Union Pacific – Norfolk Southern Merger Application (PUBLIC AFFAIRS

AND COMMUNICATIONS DEPARTMENT)
Summary: Staff recommends approval of a letter supporting the proposed merger between Union Pacific Railroad and Norfolk Southern Corporation for submission to the Surface Transportation Board. The letter highlights Roseville's longstanding relationship with Union Pacific, the significance of the Roseville Rail Yard to the local and regional economy, and the potential benefits of a more connected national freight rail network.

CONTACT: Rob Baquera 916-746-1170 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-264 supporting the Union Pacific - Norfolk Southern Merger Application.

27. Network Switches (RFQ 10-3440) - Purchase Order and Budget Adjustment (FINANCE

DEPARTMENT - PURCHASING)
Summary: Staff recommends approval of a purchase order with ConvergeOne, Inc., the lowest responsive and responsible bidder, for the purchase of network switches in response to Request for Quotations (RFQ) No. 10-3440. The purchase order totals $1,463,962.53 plus $83,420.37 in sales tax, for a grand total of $1,547,382.90. The purchase will be funded through the Network

Switch Replacement Capital Improvement Project (CIP). Staff also recommends approval of a budget adjustment of $547,383 to the Network Switch Replacement CIP to fully fund the project. The current project budget is $1,132,550. This adjustment will increase the total project budget to $1,679,933 from various City funds, providing sufficient funding for the purchase and related project costs.

CONTACT: Erica Kaminski 916-746-1108 [email protected] The City Council will consider the recommendation to:

a. Approve a purchase order with ConvergeOne, Inc.; and

b. Adopt Ordinance No. 7093 authorizing certain amendments to the fiscal year 2025-26 budget and declaring this ordinance to be immediately effective as an appropriation measure.

28. Minutes of Prior Meetings (CITY CLERK DEPARTMENT)
Summary: Staff recommends approval of the minutes of the February 23, 2026 City Council Strategic Planning Workshop, May 27, 2026 Budget Workshop, June 17, 2026 City Council Closed Session and City Council Meeting.

CONTACT: Adilia Keller 916-774-5265 [email protected] The City Council will consider the recommendation to:

a. Approve minutes of the February 23, 2026 City Council Strategic Planning Workshop, May 27, 2026 Budget Workshop, June 17, 2026 City Council Closed Session and City Council Meeting.

END OF CONSENT CALENDAR
VII. PRESENTATIONS/REPORTS

29. Roseville Traffic Garden - Capital Improvement Project Approval and Budget Adjustment (PUBLIC WORKS DEPARTMENT - TRANSPORTATION)
Summary: Staff recommends authorization to establish a new Capital Improvement Project to design, construct, and install a traffic garden and approval of a budget adjustment in the amount of $247,821. Traffic gardens are scaled-down street networks painted on asphalt that provide children and new riders with a safe, car-free environment to practice biking and pedestrian safety skills. The recommended project qualifies as an eligible expenditure under the Transportation Fund. Adequate available resources are available within the fund to support the project and its associated costs. No General Fund resources will be used for this project.

CONTACT: Suzanne Engelke 916-746-1289 [email protected] The City Council will consider the recommendation to:

a. Authorize the establishment of a new Capital Improvement Project; and

b. Adopt Ordinance No. 7087 authorizing certain amendments to the fiscal year 2026-27 budget and declaring this ordinance to be immediately effective as an appropriation measure.

Public Works Director Jason Shykowski introduced Associate Transportation Planner Suzanne Engelke who made the presentation to City Council.

No public comment received.

Motion by Vice Mayor Alvord, seconded by Councilmember Mendonsa, to adopt Ordinance No. 7087 authorizing certain amendments to the fiscal year 2026-27 budget and declaring this ordinance to be immediately effective as an appropriation measure. The motion passed.

Ayes: Vice Mayor Alvord, Councilmember Houdesheldt, Councilmember Mendonsa, Mayor Bernasconi.

Absent: Councilmember Roccucci.

30. Hewlett Packard Campus Oaks Community Facilities District No. 1 - Bond Refunding (FINANCE

DEPARTMENT)
Summary: Staff recommends authorization of the issuance of Special Tax Refunding Bonds for Hewlett Packard (HP) Campus Oaks Community Facilities District (CFD) No. 1 (Public Facilities), approving and directing the execution of a Fiscal Agent Agreement, approving the form of the preliminary official statement, approving the sale of such bonds pursuant to Bond Purchase Agreement, and approving other related documents and actions. Refunding the HP Campus Oaks CFD No. 1 bonds is currently projected to generate a net present value savings of approximately 8.75% (or $1.4 million). The savings will be used to fund eligible improvements and/or provide annual tax savings to property owners. There will be no fiscal impact on the General Fund as all bond issuance costs will be paid from bond proceeds.

CONTACT: Jeannine Thrash 916-774-5473 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-282 authorizing the issuance of Special Tax Refunding Bonds for and on behalf of the City of Roseville HP Campus Oaks Community Facilities District No.1 (Public Facilities), approving and directing the execution of a Fiscal Agent Agreement, approving the form of Preliminary Official Statement, approving the sale of such bonds pursuant to a Bond Purchase Agreement, and approving other related documents and actions.

Management Analyst Jeannine Thrash made the presentation to City Council.

No public comment received.

Motion by Councilmember Houdesheldt, seconded by Vice Mayor Alvord, to adopt Resolution No. 26-282 authorizing the issuance of Special Tax Refunding Bonds for and on behalf of the City of Roseville HP Campus Oaks Community Facilities District No. 1 (Public Facilities), approving and directing the execution of a Fiscal Agent Agreement, approving the form of Preliminary

Official Statement, approving the sale of such bonds pursuant to a Bond Purchase Agreement, and approving other related documents and actions. The motion passed.

Ayes: Vice Mayor Alvord, Councilmember Houdesheldt, Councilmember Mendonsa, Mayor Bernasconi.

Absent: Councilmember Roccucci.

31. Certified Water Distribution Operator Pilot Program - Memorandum of Understanding (ENVIRONMENTAL UTILITIES DEPARTMENT)
Summary: Staff recommends approval of a Memorandum of Understanding with Roseville Joint Union High School District’s Roseville Adult School to collaborate on local career awareness and certification training in the water utility sector. This proposed relationship can be implemented and maintained within existing budgeted resources in the Water Utility operating budget which is funded by utility sales deposited in the Water Operations Fund.

CONTACT: Sean Bigley 916-774-5714 [email protected] The City Council will consider the recommendation to:

a. Adopt Resolution No. 26-280 approving a memorandum of understanding, by and between the City of Roseville and Roseville Joint Union High School District, and authorizing the City Manager to execute it on behalf of the City of Roseville.

Environmental Utilities Director Sean Bigley made the presentation to City Council.

Assistant Principal Jason Harm from Roseville Adult School spoke in support of the program.

Motion by Councilmember Houdesheldt, seconded by Vice Mayor Alvord, to adopt Resolution No. 26-280 approving a memorandum of understanding, by and between the City of Roseville and Roseville Joint Union High School District, and authorizing the City Manager to execute it on behalf of the City of Roseville. The motion passed.

Ayes: Vice Mayor Alvord, Councilmember Houdesheldt, Councilmember Mendonsa, Mayor Bernasconi.

Absent: Councilmember Roccucci.

VIII. STAFF/COUNCIL REPORTS
City Attorney Michelle Sheidenberger reviewed SB707 guidelines for the public.

Councilmember Houdesheldt spoke on various community events.

Regional Water Authority Meeting - Vice Mayor Alvord reported on attendance.

Law & Regulation Committee Meeting - Councilmember Mendonsa reported on attendance.

Placer Economic Development Advisory Committee Meeting - Councilmember Mendonsa reported on attendance.

Highway 65 Joint Powers Authority Meeting - Councilmember Mendonsa reported on attendance.

Councilmember Mendonsa spoke on various community events.

Mayor Bernasconi spoke on various community events.

IX. ADJOURNMENT
Mayor Bernasconi adjourned the meeting at 6:50 P.M.

City Council
Communication
Meeting Date: 8/5/2026
Item #: VII.25
File #: 0215
Item ID: 2026-585

Title: Water and Local Wastewater Connection Fees, Solid Waste Impact Fee, and Non- Exclusive Franchise Hauler Permit Fee Adjustments - Public Hearing and Roseville Municipal Code Update
Contact: Archana Wagley 916-746-1704 [email protected]

SUMMARY
Staff recommends that the City Council adopt a nexus study and introduce for first reading an ordinance amending sections pertaining to the Water Connection Fee (§14.08.025 and §14.08.026), Local Wastewater (Sewer) Connection Fee (§14.16.060), Solid Waste Impact Fee (§9.12.100) and Franchise Hauler Fee (§9.17.040) of the Roseville Municipal Code. The proposed changes are to update the Water Connection Fee, Local Wastewater Connection Fee, Solid Waste Impact Fee and Non-Exclusive Franchise Hauler Permit Fee along with corresponding Roseville municipal code changes.

RECOMMENDATION
Staff recommends that the City Council:

1. Hold the public hearing to receive public comments and respond to questions regarding the proposed adjustments to the Water, and Local Wastewater Connection Fees, Solid Waste Impact Fee and Non-Exclusive Franchise Hauler Permit Fee,

2. Adopt the nexus study,

3. Introduce for first reading an ordinance amending Section 9.12.100 of Chapter 9.12 of Title 9 of the Roseville Municipal Code regarding the Health and Safety – Solid Waste Impact Fee, Section 9.17.040 of Chapter 9.17 of Title 9 of the Roseville Municipal Code regarding Franchise Term and Franchise Fee, Sections 14.08.025 and 14.08.026 of Chapter 14.08 of Title 14 of the Roseville Municipal Code regarding Water Connection Fees and Standard Connection Fees, and Section 14.16.060 of Chapter 14.16 of Title 14 of the Roseville Municipal Code regarding the Local Sewer Connection Fee.

BACKGROUND
Environmental Utilities periodically reviews and updates connection and capacity fees to support a thriving economy and ensure new development contributes its fair share. These fees, paid by developers (not by utility customers), provide the funding to support essential infrastructure expansions necessary to accommodate ongoing growth. Regular fee updates help to maintain system reliability, reflect the true cost of service expansion, and support a well-planned, resilient community.

Water and Local Wastewater Connection Fees
In February 2024, Environmental Utilities issued a request for proposal #08-129 — Water and Wastewater Capacity/Connection Fee Update and Nexus Study designed to provide a comprehensive analysis of its Water and Local Wastewater Capacity/Connection Fees, including

current and future impacts to ongoing and one-time costs and revenues. Raftelis Financial Consultants, Inc. was awarded the professional services agreement.

As outlined in Roseville Municipal Code Section 14.08.025, water connection fees shall be collected for the cost of expansion of the raw water supply, water treatment, storage, and distribution facilities from those who receive the benefit thereof. These fees are assessed on all new development to obtain the necessary revenue to construct the capital facilities necessary to support and serve the increased water system demands imposed by new growth. The study found that the proportion of water used by medium density residential (MDR) and high density residential (HDR) changed, which has implications for the administration of these fees. The equivalent dwelling unit (EDU) shall be one EDU if zoned low density residential; 56.3 percent (down from 60 percent) of the cost of one EDU for each dwelling unit if zoned medium density residential; and 55 percent (up from 40 percent) of the cost of one EDU for each dwelling unit if zoned high density residential.

While the Raftelis Water and Wastewater Capacity/Connection Fee report refers to the ‘Local Wastewater Capacity Fee’, this term has the same meaning as the ‘Local Sewer Connection Fee’ as defined in the Roseville Municipal Code. Local wastewater connection fees are for necessary capital expenditures associated with the City’s local collection and conveyance system that transports sanitary sewage flows to the City’s two wastewater treatment plants.

The recommended water connection fees, effective October 19, 2026, include the following revisions:
• Low Density Residential: adjustment from the current adopted fee of $9,363 per equivalent dwelling unit (EDU) (currently $13,069 after annual 3 percent inflationary adjustments) to $12,388 per EDU.
• Medium Density Residential: adjustment from the current adopted fee of $5,618 per EDU (currently $7,842 after annual 3 percent inflationary adjustments) to $6,970 per EDU. • High Density Residential: adjustment from the current adopted fee of $3,636 per EDU (currently $5,226 after annual 3 percent inflationary adjustments) to $6,808 per EDU. • Nonresidential: adjustment from the current adopted fee of $9,363 per EDU (currently $13,069 after annual 3 percent inflationary adjustments) to $12,388 per EDU.

The recommended local wastewater connection fee for new wastewater system connections will be adjusted effective October 19, 2026, from the current adopted fee of $363 per sewer unit (currently $466 after annual Construction Cost Index inflationary adjustments) to $817 per sewer unit.

The recommended water and local wastewater connection fee charges are summarized below.

Category Current Per
Equivalent
Dwelling Unit
(EDU)
Proportion
Current
FY2026-27
Proposed Per
Equivalent
Dwelling Unit
(EDU)
Proportion
Proposed
FY2026-27
(10/19/26)
Water Connection Fee
(Low Density Residential) 100% $13,069 100% $12,388
Water Connection Fee
(Medium Density Residential) 60% $7,842 56.3% $6,970
Water Connection Fee
(High Density Residential) 40% $5,226 55.0% $6,808
Water Connection Fee
(Commercial and Irrigation ¾”) 100% $13,069 100% $12,388

Local Wastewater
Connection Fee 100% $466 100% $817

Solid Waste Impact Fees and Non-Exclusive Franchise Hauler Permit Fees

In February 2024, Environmental Utilities issued a request for proposal #08-130 - Solid Waste Connection Impact Fee Update with Nexus Study and Non-Exclusive Franchise Hauler Fee Update designed to update fee frameworks in alignment with regulations, considering both current and future influences on costs and revenues through comprehensive fee analysis. R3 Consulting Group, Inc. was awarded the professional services agreement.

Solid Waste Impact Fee

The Solid Waste (Waste Services) Impact Fee is collected for the cost of necessary solid waste collection vehicles and equipment required for servicing new developments, allocating costs proportionately to different development types. The City charges developers residential and commercial solid waste development fees to finance the City’s Solid Waste Capital Purchase Fund.

These fees are intended to pay for the cost of solid waste collection capital expenses associated with each new residential and commercial property (i.e., vehicles, carts, containers, and post- collection capital expense) and are held in the Solid Waste Capital Purchase Fund.

The recommended adjustments, effective October 19, 2026, to the Solid Waste Impact Fee include:
• Single-family residential dwelling unit (less than 10,000 ft2): fee increase from $410 to $417.
• Single-family residential dwelling unit (10,000 ft2 or more): fee increase from $410 to $582.
• Commercial/industrial development: fee increase from $0.34 per square foot to $0.36 per square foot.

Multi-Family Solid Waste Development Fee Change in Methodology

The factors considered in changing these fees were the type of container used to store solid waste at the property, and the type of vehicle used to collect solid waste from the property. Based on these factors, single family units, which use plastic carts for storage and side load vehicles for collection, were segregated into one class, while multi-family and commercial units, which use metal bins for storage and front-end load vehicles for collection, were combined into a second class.

The current multi-family development fee is $139 per multi-family unit. R3 followed the same methodology for commercial accounts using data from sample (representative) multi-family accounts provided by the City. That analysis found that the waste generation rate per square foot of multi-family development is 0.00026 cubic yards, which equates to a multi-family development fee of $0.21 per square foot.

The recommended Waste Services impact fee charges will be adjusted annually based on the Construction Cost Index (CCI), effective July 1, 2027. A summary of the recommended fee updates is provided below.

Category FY2026-27 (Current) FY2026-27 (10/19/26)
Single-family residential unit less than 10,000 ft2 $410 per Unit
$417
per Unit
Single-family residential unit 10,000 ft2 or more $410
per Unit
$582
per Unit
Commercial development $0.34
per Square Foot
$0.36
per Square Foot
Multi-Family development $139
per Unit
$0.21
per Square Foot

Waste Services Non-Exclusive Franchise Hauler Permit Fees

The City allows any private hauling company to perform operations within the City so long as a biennial application/renewal fee and a monthly tonnage fee is paid to the City. These collections are irregular and non-scheduled, based on individual customer demand. Additionally, this is exclusively for construction and demolition waste (municipal garbage, recyclables, and organic waste is not collected by Non-Exclusive Franchise (NEF) Haulers).

Per the NEF Haulers’ permits, the NEF Haulers are to pay franchise fees to the City to cover the costs incurred by the City in managing, administering, enforcing, and supplementing the services provided in the NEF hauling operations, as well as the charge for the use of the public right-of-way for the special and lasting access to use it for set-out and collection of solid waste containers, and pavement impacts.

R3 reviewed and analyzed information provided by the City pertaining to the City’s costs. Using that information, R3 calculated the proportionate amounts necessary to cover the City’s costs, including staffing and other costs of providing sanitation service.

The recommended Non-Exclusive Franchise Hauler Permit Fees include an adjustment from $6.88 to $10.60, from October 19, 2026, to June 30, 2027, for every ton of refuse collected and disposed of within the city. Thereafter, the fee will increase to $12.40 from July 1, 2027. The fees are summarized below and are reasonably related to the City's costs of managing and administering Non-Exclusive Franchise hauling operations.

Two (2) Year Incremental Adjustment of Franchise Fee to Maximum Calculated Category FY2026-27
(Current)
FY2026-27
(10/19/2026) FY2027-28
NEF Hauler Franchise Fee (per ton) $6.88 $10.60 $12.40

Approval of the recommended adjustments fulfills the legal requirement to update the studies at least every eight years (California Government Code Section 66016.5).

Second, it aligns with the City’s General Plan and the appropriate level of funding necessary to support current and future capacity demands.

STAKEHOLDER OUTREACH

Staff presented the proposed waste services impact fee and non-exclusive franchise hauler permit fees to the Public Utility Commission in March 2025, followed by the proposed water and local wastewater connection fee adjustments in June 2026. The Commission recommended that the City Council conduct a public hearing and approve the proposed adjustments. Staff also conducted stakeholder outreach to the North State Building Industry Association through workshops held in March 2025 and May 2026.

FISCAL IMPACT
The proposed fee adjustment to the Water and Local Wastewater Connection Fees, and the Solid Waste Impact Fee will align with the projected new residential and nonresidential development in the City. Sufficient funds will be available to support Capital Improvement Projects needed to serve new development. The proposed fee adjustments will result in estimated $100,000 revenue increase for Water Construction Fund; $552,000 revenue increase for Wastewater Construction Fund, and $22,000 revenue increase for Waste Services Capital Purchases Fund for FY2026-27.

There is no impact to operations funds (rates) as a result of this action. The Non-Exclusive Franchise Hauler Permit Fee will increase Waste Services Operations Fund revenue by approximately $47,000 which offsets expenditures related to NEF hauling operations.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

2. Remain fiscally responsible in a changing world

4. Invest in well-planned infrastructure and growth

Respectfully Submitted,
Archana Wagley, EU Business Services Manager

Sean Bigley, Environmental Utilities Director

ATTACHMENTS:

1. Water Wastewater Connection Fee Report 6-16-26 v2 Final

2. Development Fee Update

3. NEF Permit Fee Study

4. 133449 REV PUBLIC NOTICE PT 6-19

5. Ordinance

REVIEWERS:

Joseph Barrow, Environmental Utilities Department Created/Initiated - 7/6/2026 Brian Craighead, Environmental Utilities Department Approved - 7/7/2026 Sean Bigley, Environmental Utilities Department - All Approved - 7/15/2026 Kelly Aye, City Attorney Department Approved - 7/22/2026 Katrina Six, City Clerk Department Approved - 7/22/2026

Ryan DeVore, City Manager Department - Assistant City Manager Approved - 7/23/2026 Scott Pettingell, Finance Department Approved - 7/23/2026 Michelle Sheidenberger, City Attorney Department Approved - 7/23/2026 Dominick Casey, City Manager Department - City Manager Approved - 7/27/2026 Katrina Six, City Clerk Department Final Approval - 7/28/2026

CITY OF ROSEVILLE, CA
FY 2027 Water and Local
Wastewater
Capacity/Connection Fee
Update and Nexus Fee
Study
June 16, 2026

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28185 Madison Avenue
Suite A, #9
Murrieta, CA 92562
Phone 951.698.0145 www.raftelis.com

3755 S Capital of Texas Highway, Suite 245, Austin, TX 78704 www.raftelis.com
June 16, 2026

Mr. George Hanson
Water Utility Manager
City of Roseville
2005 Hilltop Circle
Roseville, CA 95747

Subject: FY 2027 Water and Local Wastewater Capacity /Connection Fee Update and Nexus Fee Study

Dear Mr. Hanson,

Raftelis is pleased to provide this report on the 2027 Water and Local Wastewater Capacity/Connection Fee Update and Nexus Fee Study. The overarching objective of the study was to develop updated water and local wastewater capacity fees including:

• Reviewing the current methodology and assumptions used by the City to determine its water and local wastewater capacity fees.

• Evaluating the City’s current water and local wastewater capacity fees in relation to compliance with applicable California law.

• Development of updated water and local wastewater capacity fees for implementation in FY 2027.

• Recommending potential modifications to the current water and local wastewater capacity fees to ensure compliance with California law and water industry best practices.

It has been a pleasure working with you, Mr. Joseph Barrow, and Ms. Archana Wagley. Thank you for the support you provided to Raftelis during this study.

Sincerely,
RAFTELIS.

John Wright Summer Simpson
Principal Consultant Consultant