Agenda packet — San Carlos City Council, March 23, 2026 (part 1 of 4)

CITY OF SAN CARLOS
City Council/Successor Agency to the
Redevelopment Agency/Housing Authority
Regular Meeting
March 23, 2026 7:00 PM
Council Chambers, City Hall
600 Elm Street, San Carlos, CA 94070
www.cityofsancarlos.org
AGENDA
This meeting will be conducted both in-person at City Hall and virtually via Zoom. Members of the public will have the option to observe the meeting and address the City Council as outlined below.

In-Person Participation:
• Location. City Hall – 600 Elm Street, Council Chambers. • Provide Public Comment. To address the City Council, fill out a Request to Speak Form located in the back of the Council Chambers and submit it to the City Clerk; or, you may raise your hand when the Mayor calls for public comments.

Remote Participation:
• Observe via:
- Zoom. https://us02web.zoom.us/j/88256140939; or call 1-669-900-9128 and enter the Meeting ID #: 882 5614 0939
- Meeting Webportal. www.cityofsancarlos.org/agenda - Local TV. Comcast Channel 27 and AT&T Uverse Channel 99 • Provide Public Comment. If you plan to make a public comment, please observe the meeting via Zoom (see above access information), and during the public comment period for the agenda item you wish to address, use the “raise hand” feature. If joining Zoom by phone, press *9 to “raise hand”.

Councilmembers may participate in this meeting remotely pursuant to Government Code 54953.8. 1 MAYOR: Pranita Venkatesh
COUNCIL: John Dugan, Neil Layton, Sara McDowell, Adam Rak

1. CALL TO ORDER

2. TELECONFERENCE ANNOUNCEMENTS BY COUNCIL

3. PLEDGE OF ALLEGIANCE

4. CHANGES TO THE ORDER OF THE AGENDA

5. REPORT FROM CLOSED SESSION

6. PRESENTATIONS
a. Receive a Presentation from San Mateo County on its Vehicle License Fee Initiative.
b. Present a Proclamation Recognizing March 23–27, 2026 as Government Finance Professionals Week.

7. COUNCIL COMMUNICATIONS AND ANNOUNCEMENTS
Council Communications and Announcements are brief items from members of the City Council regarding upcoming events in the community and correspondence that they have received. They are informational in nature and no action will be taken on these items at this meeting.

8. PUBLIC COMMENT
Persons wishing to address the City Council on matters NOT on the posted agenda may do so. Each speaker is limited to two minutes.

If the item you are speaking on is not listed on the agenda, please be advised that the City Council may briefly respond to statements made or questions posed as allowed under the Brown Act (Government Code Section 54954.2). The City Council's general policy is to refer items to staff for attention, or have a matter placed on a future City Council agenda for a more comprehensive action or report and formal public discussion and input at that time.

9. CONSENT CALENDAR
a. Motion to Waive Reading of All Ordinances.
2 b. Approve the City Council January 26, 2026 Regular Meeting Minutes. c. Approve the City Council February 9, 2026 Regular Meeting Minutes. d. Approve the City Council February 21, 2026 Special Meeting Minutes. e. Adopt a Resolution Updating the City's Records Retention Schedule. f. Adopt a Resolution Accepting the 2023-25 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 and Authorizing the Building Official to Issue and Record a Notice of Completion.
g. Adopt a Resolution Authorizing the Execution of a Two-Year Extension to the Current Agreement for Products and/or Services with Avalon Transportation for Bus Transportation Services for Youth Center and Adult Community Center Programs in the Amount of $112,456, and Authorizing the Expenditure of a 10% Contingency of $11,246, for a Total Not-to-Exceed Contract Amount of $123,702. h. Adopt a Resolution Authorizing the Execution of a Five-Year Agreement for Products and/or Services with Armed Force Security, Inc. for Special Event Security Services in the Amount of $147,221, and Authorizing a Contingency of $14,722, for a Total Not‑to‑Exceed Contract Amount of $161,943. i. Receive the State Mandated 2025 Housing Element Annual Progress Report and Direct Staff to Submit Report to the State Department of Housing and Community Development (HCD) by April 1, 2026.
j. Adopt a Resolution Approving the Plans and Specifications for the Library Kitchen and Bathroom Upgrades Project (C2418) and Authorizing a Call for Bids. k. Adopt a Resolution Approving the Amended Classification Specification for the Position of Accounting Technician I/II.
l. Adopt a Resolution Accepting the Highlands Park Path Project (C1811) and Authorizing the Public Works Director to Issue and Record a Notice of Completion. m. Deny Claim of Brian Benjamin Witlin.
n. Deny Claim of Joanie Marie Kay.
o. Adopt a Resolution Accepting the Sanitary Sewer Easement Over a Portion of the Property at 620 Terrace Road, San Carlos, County of San Mateo, California. p. Adopt a Resolution Awarding the 2025 Storm Drain Improvements Project (C9531); Authorizing the Execution of an Agreement with Devaney Engineering, Inc. in the Amount of $475,500; and Authorizing a 20% Contingency in the Amount 3 of $95,100 for a Total Not-to-Exceed Project Cost of $570,600. q. Deny Claim of Kruti Pandya.
r. Adopt a Resolution Appropriating and Amending the Public Project Agreement with Kerex Engineering, Inc. in the Amount of $200,000 from the General Capital Fund (“Fund 25”) Unassigned Fund Balance to the San Carlos Avenue Pedestrian Safety Improvements Project – Phase III (C1806).
s. Adopt a Resolution Awarding the Upgrade of Existing Tennis and Basketball Court Lighting at Burton and Highlands Parks (C2102); Appropriating $5,000 from the General Capital Fund (“Fund 25”) Unassigned Fund Balance to Project C2102; Authorizing the Execution of an Agreement with Nema Construction in the Amount of $271,100; and Authorizing the Expenditure of an Approximate 10% Contingency in the Amount of $27,521 for a Total Not-to-Exceed Contract Amount of $298,621. t. Adopt a Resolution Awarding the Library Building Painting Project (C2519); Authorizing the Execution of a Public Projects Agreement with Aiden's Quality Painting Inc. in the Amount of $77,975; and Authorizing the Expenditure of a 15% Contingency in the Amount of $12,000 for a Total Not-to-Exceed Contract Amount of $89,975.

10. PUBLIC HEARING
a. Consideration of Introducing an Ordinance Amending the San Carlos Zoning Map and Title 18 - Zoning Ordinance, of the San Carlos Municipal Code Temporarily Excluding Sites Within the MU-DC-100 Mixed-Use Downtown Core, MU-D-120 Mixed-Use Downtown, MU-SC-120 Mixed-Use San Carlos Avenue, and RM-100 Multiple Family Zoning Districts that are Within 0.25 Miles of the San Carlos Caltrain Station, Pursuant to Senate Bill (SB) 79, the Abundant and Affordable Homes Near Transit Act.
b. Consideration of Introducing an Ordinance Amending Planned Development Ordinance 1265 and Adopting a Planned Development (PD) Plan for the Property Known as the San Carlos Elms Senior Assisted Care Facility (APN 050-152-320) 707 Elm Street (PD-14).

11. STUDY SESSION
a. Receive a Presentation on the Downtown Prosperity Team’s (DPT) Mission, Communications Matrix, and Potential Projects List and Provide Feedback.

12. AGENDA SETTING
Items discussed in this Agenda Setting Section will be considered by the Council for placing on a future agenda. No action will be taken on these items at this meeting. 4 13. ADJOURNMENT
Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection upon request.

In compliance with the Americans with Disabilities Act and Title VI, and as outlined in the City’s Reasonable Accommodations Policy, if you need special assistance or translation services to participate in this meeting, please contact the City Clerk’s Office at (650) 802-4222 or via email at [email protected]. Notification in advance of the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. 5 San Carlos City Council/Successor Agency to the
Redevelopment Agency/Housing Authority Regular Meeting
Council Chambers, City Hall
600 Elm Street, San Carlos, CA 94070
January 26, 2026 7:00 PM

MINUTES

ROLL CALL
City Council Present: Pranita Venkatesh, Mayor
Adam Rak, Vice Mayor
John Dugan, Councilmember
Neil Layton, Councilmember
Sara McDowell, Councilmember
Staff Present: Nil Blackburn, Interim City Manager
Rendell Bustos, Attendee
William Hoch, IT Manager
Steven Machida, Public Works Director
Rebecca Mendenhall, Administrative Services Director
Crystal Mui, City Clerk
Amy Newby, Parks and Recreation Director
Lisa Porras, Planning Manager
Gregory Rubens, City Attorney
Al Savay, Community Development Director

1. CALL TO ORDER
Mayor Venkatesh called the meeting to order at 7:00 p.m.

2. TELECONFERENCE ANNOUNCEMENTS BY COUNCIL
None.

3. PLEDGE OF ALLEGIANCE
Mayor Venkatesh led the Pledge of Allegiance.

4. CHANGES TO THE ORDER OF THE AGENDA
None.

5. REPORT FROM CLOSED SESSION
None.

6. PRESENTATIONS
a. Present City Coins to Sean and Gino Bonetti for their Heroic Actions on November 21, 2025.

9.b
March 23, 2026 Packet Pg. 6

Mayor Venkatesh presented City Coins to Sean and Gino Bonetti for their life-saving actions on November 21, 2025, at IGuey Taqueria, where they administered CPR to Ryan Connolly during a cardiac arrest.

Sean Bonetti addressed the Council on the importance of CPR training, calling 911, and the use of automated external defibrillators (AED).

Ryan Connolly expressed his gratitude to the Bonetti family, commended the City Council for ensuring AEDs are available in numerous public locations throughout San Carlos, and noted that his company donated an AED to the taqueria where the incident occurred. b. Receive a Presentation from HIP Housing on the Services they Provide to the Community.

HIP Housing Board Member Corey Rostad presented an overview on the organization’s services, provided the City Council with the HIP Housing 2026 calendar, and invited San Carlos resident Iris, a featured calendar entry winner, to read her quote about what home means to her. Mr. Rostan concluded by thanking the Council for its continued support of HIP Housing.

7. COUNCIL COMMUNICATIONS AND ANNOUNCEMENTS
Council Member Dugan commended City staff for the recent resident mailer, Once Upon a Year in San Carlos: Stories from the City of Good Living, noting its value in keeping residents informed.

Council Member McDowell announced that Week of the Family is underway in San Carlos, with events scheduled throughout the week.

Vice Mayor Rak highlighted the upcoming scavenger hunt scheduled for Sunday.

8. PUBLIC COMMENT

A member of the public spoke about free speech issues.

9. CONSENT CALENDAR
Vice Mayor Rak stated that he would recuse himself from voting on Item 9f - Plans and Specifications for the Upgrade at Burton and Highlands Parks Project, out of an abundance of caution, as he lives close to one of the parks.

MOTION: Adopt City Council Consent Calendar Items ‘a’ through ‘e’ and ‘g’ – ‘j’ and Item ‘k’ – adopt Ordinance No. 1632 Amending San Carlos Municipal Code, Title 18 – Zoning Ordinance to Codify the Downtown Specific Plan; and Adopt Ordinance No.1633 Adopting the Downtown Specific Plan.

MOVER: Dugan
SECONDER: Rak
AYES: Dugan, Layton, McDowell, Rak, Venkatesh
NAYS: None
RESULT: Motion Passed 5 – 0
a. Motion to Waive Reading of All Ordinances.
b. Approve the City Council November 24, 2025 Regular Meeting Minutes. c. Approve the City Council December 8, 2025 Regular Meeting Minutes.

9.b
March 23, 2026 Packet Pg. 7

d. Adopt a Resolution Authorizing the Execution of an Agreement with Consultadd, Inc. for the Migration from a Legacy On-Premise File Server to Microsoft SharePoint Online and OneDrive, in an Amount Not to Exceed $100,000. Resolution 2026-008 e. Adopt a Resolution Accepting the Gift of Funds from The Fisher Family Trust in a Combined Amount of $70,000 for the San Carlos Adult Community Center and Youth Center. Resolution 2026-009
f. Adopt a Resolution Approving the Plans and Specifications for the Upgrade of Existing Tennis and Basketball Court Lighting at Burton and Highlands Parks Project (C2102) and Authorizing a Call for Bids. Resolution 2026-010
MOTION: Adopt City Council Consent Calendar Item ‘f’.

MOVER: Dugan
SECONDER: Rak
AYES: Dugan, Layton, McDowell, Venkatesh
NAYS: None
RECUSE: Rak
RESULT: Motion Passed 4 – 0 – 1
g. Adopt a Resolution Authorizing the City of San Carlos to Execute a Memorandum of Understanding (MOU) Regarding Composting with the County of San Mateo for Participation in the San Mateo Compost for Climate Solutions Program to Support Senate Bill 1383 Procurement Compliance. Resolution 2026-011
h. Adopt a Resolution Approving the Specifications for the Library Building Painting Project (C2519) and Authorizing a Call for Bids. Resolution 2026-012
i. Deny Claim of Jesseca Carlos.
j. Adopt a Resolution Authorizing the Execution of an Amendment to the Existing Professional Services Agreement with Wallace Roberts & Todd (WRT) in an Amount Not to Exceed $69,900 for Additional Consulting Services Associated with the Extended Timeline of the Downtown Specific Plan. Resolution 2026-013
k. Adopt Ordinance 1632 Amending San Carlos Municipal Code, Title 18 – Zoning Ordinance to Codify the Downtown Specific Plan; and Adopt Ordinance 1633 Adopting the Downtown Specific Plan.

10. NEW BUSINESS
a. Consideration of Appointments to the City Council Regional Joint Powers Authorities, Boards and Committee and Ad Hoc Subcommittees for 2026.

Interim City Manager Nil Blackburn introduced the item, noting that under the City’s Code of Conduct and Ethics Policy, the Mayor appoints Councimembers to regional boards and committees, and presented the proposed appointments shown in Attachment 1 for Council consideration. Ms. Blackburn and City Attorney Greg Rubens responded to Council questions.

Vice Mayor Rak proposed creating a Council subcommittee to work with the Sheriff's office, citing frequent leadership turnover and the resulting challenges in maintaining community connections.

He emphasized the subcommittee would focus on strengthening relationships and level of

9.b
March 23, 2026 Packet Pg. 8

service—not oversight. The suggestion received Council support. Council Member Layton agreed to serve if the focus remained on community connections and level of service.

MOTION: Approve Appointments to the City Council Regional Joint Powers Authorities, Boards and Committee and Ad Hoc Subcommittees for 2026 subcommittees and include a new subcommittee for the Sheriff's Office connection with the community, nominating Vice Mayor Rak and Council Member Layton.

MOVER: Dugan
SECONDER: Rak
AYES: Rak, Dugan, Layton, McDowell, Venkatesh
NAYS: None
RESULT: Motion Passed 5 – 0

11. AGENDA SETTING
a. Consideration of Agendizing an Item to Include Lunar New Year and Diwali in the Parks and Recreation Department’s Program of Events and Celebrations.

Mayor Venkatesh proposed expanding city-hosted cultural celebrations to include Lunar New Year and Diwali.

Interim City Manager Nil Blackburn explained that similar events are currently held on a smaller scale through City facilities and could be expanded and scheduled to reach a broader audience.

Council directed staff to proceed with expanded weekend cultural celebrations without returning for further action.

12. ADJOURNMENT
Mayor Venkatesh adjourned the meeting at 7:39 p.m.

Crystal Mui,
City Clerk

9.b
March 23, 2026 Packet Pg. 9

San Carlos City Council/Successor Agency to the
Redevelopment Agency/Housing Authority Regular Meeting
Council Chambers, City Hall
600 Elm Street, San Carlos, CA 94070
February 9, 2026 7:00 PM

MINUTES

ROLL CALL
City Council Present:

City Council Absent:

Pranita Venkatesh, Mayor
Adam Rak, Vice Mayor
Neil Layton, Councilmember
Sara McDowell, Councilmember
John Dugan, Councilmember
Staff Present: Nil Blackburn, Interim City Manager
Shon Buford, Deputy Fire Chief
Lauren Burd, Recreation Supervisor
Rendell Bustos, Senior Planner
Andrew Douglass, Senior Management Analyst
Paul Harris, Financial Services Manager
Hanieh Houshmandi, Senior Traffic Engineer
Linnet Kwok, Administrative Clerk
Grace Le, City Engineer
Steven Machida, Public Works Director
Rebecca Mendenhall, Administrative Services Director
Crystal Mui, City Clerk
Mark Myers, Police Chief
Amy Newby, Parks and Recreation Director
Lisa Porras, Planning Manager
Gregory Rubens, City Attorney
Al Savay, Community Development Director
Tracy Scramaglia, Assistant Public Works Director

1. CALL TO ORDER
Mayor Venkatesh called the meeting to order at 7:00 p.m.

2. TELECONFERENCE ANNOUNCEMENTS BY COUNCIL
None.

3. PLEDGE OF ALLEGIANCE
Mayor Venkatesh led the Pledge of Allegiance.

4. CHANGES TO THE ORDER OF THE AGENDA
None.

9.c
March 23, 2026 Packet Pg. 10

5. PRESENTATIONS
a. Present a Proclamation Recognizing February 2026 as Black History Month.

Mayor Venkatesh presented a proclamation recognizing February 2026 as Black History Month. Adili Skillin, Education Specialist and Advisor for Sequoia High School's Black Student Union, was present to accept the proclamation.

Mr. Skillin expressed gratitude on behalf of Sequoia High School and the entire Sequoia Unified School District, noting that while many students wanted to attend, various scheduling conflicts prevented them from coming. He thanked the Council for the honor and recognition. b. Present a Proclamation Recognizing February 2026 as American Heart Month.

Mayor Venkatesh presented a proclamation to Layan Khrais, Young Professional Board Member with the American Heart Association, recognizing February 2026 as American Heart Month.

Ms. Khrais spoke about the urgency of responding to cardiac arrests and emphasized the critical role bystanders play prior to the arrival of emergency personnel.

Vice Mayor Rak thanked Ms. Khrais for her work and noted that the City had recently recognized two individuals with City Coins for performing CPR and saving a life in San Carlos.

He also shared his personal appreciation for the organization’s work. c. Present Proclamations Recognizing the Downtown Advisory Committee Members for their Service.

Mayor Venkatesh presented proclamations recognizing former members of the Downtown Advisory Committee for their service. In attendance were James Bertram, Madison Blanton, Robert Bollier, Tom Davids, Mark Maxwell, and Monette Meredith. d. Receive an Annual Report from the San Carlos Library.

San Carlos Library Manager Adrian Gass presented the library's annual report for fiscal year 2024-25.

6. COUNCIL COMMUNICATIONS AND ANNOUNCEMENTS
Vice Mayor Rak thanked the Week of the Family volunteers.

Council Member McDowell also praised Week of the Family and announced the City’s March 7 childcare open house showcasing local childcare resources.

Mayor Venkatesh commended the Week of the Family’s many events and highlighted their new community dinner.

7. PUBLIC COMMENT
Susan Rose, resident and Chair of the Week of the Family Committee, reported on the 26th annual event and thanked key contributors, as well as the 362 volunteers and more than 3,450 participants.

Julie Wynn, resident and Vice President of the San Carlos Community Foundation, recognized the Week of the Family team and noted the Foundation’s role as a fiscal sponsor. She also invited the community to the Foundation’s April 16 fundraiser at the Hiller Aviation Museum.

9.c
March 23, 2026 Packet Pg. 11

Sailesh Mehra, resident and on behalf of Edgewood Park Homeowners Association, expressed support for continued work to address traffic safety conditions in the Crestview neighborhood.

Bob Ravano, resident and on behalf of the Edgewood Park Homeowners Association, discussed traffic safety concerns on Crestview Drive and expressed opposition to the proposed roundabout, suggesting a stop sign at Edmond Drive as a simpler alternative.

Salomon Quintero, resident, requested additional information and studies related to the Crestview– Edmond intersection project.

John Durkin, resident, commented on item ‘g’ of the Consent Calendar. He expressed concerns with Downtown Phase 1 A and urged Council to reconsider the Project.

8. CONSENT CALENDAR
Council Member Layton commented on Item ‘e’ - Intelligent Transportation System Signal Resiliency and Smart Corridor Expansion Project, praising City staff for securing $576,000 in grant funding and thanking them for their continued efforts to obtain grants.

MOTION: Adopt City Council Consent Calendar items ‘a’ through ‘g’.

MOVER: Rak
SECONDER: Layton
AYES: Layton, McDowell, Rak, Venkatesh
NAYS: None
ABSENT: Dugan
RESULT: Motion Passed 4 – 0 – 1
a. Motion to Waive Reading of All Ordinances.
b. Approve the City Council January 12, 2026 Special Meeting Minutes. c. Approve the City Council January 12, 2026 Regular Meeting Minutes. d. Adopt a Resolution Approving the Plans and Specifications for the 2025 Storm Drain Improvements Project (Clifton Avenue, Kenton Avenue, Manzanita Avenue, and Shoreway Road) (C9531) and Authorizing a Call for Bids. Resolution 2026-014 e. Adopt a Resolution Appropriating $576,400 from the General Capital Fund (Fund 25) Unassigned Fund Balance in Fiscal Year 2025-26 for the Intelligent Transportation System Signal Resiliency and Smart Corridor Expansion Project. Resolution 2026-015 f. Adopt a Resolution Appropriating Funding from the General Fund Unassigned Fund Balance in the Amount of $95,500 in Fiscal Year (FY) 2025-26 and $98,375 in FY 2026-27 to Increase the Community Events Budget to Add a Lunar New Year Celebration and Expand the Annual Hometown Days Event. Resolution 2026-016
g. Adopt a Resolution Awarding the Downtown Plan Implementation Phase 1A – Harrington Park Project (C2215); Authorizing the Execution of an Agreement with Azul Works, Inc. in the Amount of $5,182,744; Authorizing the Expenditure of a 20% Contingency in the Amount of $1,036,549; for a Total Not-to-Exceed Contract Amount of $6,219,293; and Authorizing the Transfer of $3,505,293 from Phase 1B to Phase 1A. Resolution 2026-017

9.c
March 23, 2026 Packet Pg. 12

9. STUDY SESSION
a. Receive a Presentation from SamTrans on the Central El Camino Real Multimodal Plan, Review Preliminary Design Concepts, and Provide Council Feedback to SamTrans.

Cassie Hall, Project Manager for SamTrans, presented on the Central El Camino Real Multimodal Plan as part of the broader Grand Boulevard Initiative. Ms. Hall presented three design alternatives beyond the existing configuration and, along with Charlsie Chang, SamTrans Government Affairs Officer, answered Council questions.

Council expressed interest to:
- Improve safety at all crosswalks, particularly at eastbound San Carlos Avenue; Cherry Street and El Camino Real; Oak Street and El Camino Real; and Holly Street and El Camino Real; and install rapid flashing beacons at all El Camino Real crosswalks. - Be mindful not to disrupt San Carlos’ good traffic flow, noting backup issues experienced in neighboring cities.
- Ensure the availability of parking on the west side of El Camino Real for businesses, while recognizing that state housing laws may reduce parking needs over time. - Incorporate flexible planning that accounts for future transportation changes and emerging technologies such as autonomous vehicles.
- Ensure that proposed alternatives align with the Downtown Specific Plan. - Evaluate the need for bus-only lanes given limited bus frequency and provide data demonstrating full bus utilization.
- Analyze potential spillover traffic impacts on side streets, such as Old County Road, when traffic backs up on El Camino Real.

Overall, the Council leaned toward the bicycle priority alternative with continuous separated bike lanes, while emphasizing that safety remain the top priority.

10. AGENDA SETTING
None.

11. ADJOURNMENT
The meeting adjourned at 8:26 p.m.

Crystal Mui,
City Clerk

9.c
March 23, 2026 Packet Pg. 13

San Carlos City Council/Successor Agency to the
Redevelopment Agency/Housing Authority Special Meeting
Collaboration Room, City Hall
600 Elm Street, San Carlos, CA 94070
February 21, 2026 1:00 PM

MINUTES

1. CALL TO ORDER
Mayor Venkatesh called the meeting to order at 1:00 p.m.

2. PUBLIC COMMENT
None.

3. CLOSED SESSION
a. Closed Session Regarding the Appointment of a Public Employee Pursuant to Paragraph (1) of Subdivision (b) of Government Code §54957 for City Manager.

4. REPORT FROM CLOSED SESSION
None.

5. ADJOURNMENT
The meeting adjourned at 2:30 p.m.

Crystal Mui
City Clerk

9.d
March 23, 2026 Packet Pg. 14

CITY COUNCIL

STAFF REPORT
MEETING DATE: March 23, 2026
ITEM TITLE: Adopt a Resolution Updating the City's Records Retention Schedule.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution approving the City’s updated Records Retention Schedule.

FISCAL IMPLICATIONS:

There are no fiscal implications, and no additional funding is needed.

BACKGROUND:

A Records Retention Schedule is a policy containing guidelines for determining the length of time public records must be retained. Such a policy not only ensures that information is accessible to the public and that records will not be destroyed prematurely, but also protects the City’s vital records and provides for the disposal of obsolete records, freeing up space and reducing management and storage costs.

In 1996, the City Council adopted the City’s first Records Retention Schedule as a policy. Starting in 2002, the City retained the services of Gladwell Governmental Services, Inc. (“Gladwell”) to assist with the preparation of a professional Records Retention Schedule that would serve as a guide for all City employees. The City Council has since made subsequent modifications to the Records Retention Schedule as necessary.

ANALYSIS:

Since the last update in March 2024, there have been several legislative changes that require the Records Retention Schedule to be updated. Additionally, there were several requests from staff to update the schedule to provide further clarification, reduce redundancy and/or to increase the retention from the state’s minimum requirement. Here are highlights of this year’s changes, reflected in the proposed Records Retention Schedule with track changes in Exhibit A to the Resolution:
- Admin Services/ Human Resources. Add training certificates to employees’ personnel files. Add a new item for workplace violence documents. - Admin Services/ Risk Management. Add new items for: ADA and Title VI complaints; safety inspections; insurance applications; and workers compensation reports/liability insurance reports.

9.e
March 23, 2026 Packet Pg. 15
- City Clerk. Add additional information for initiative, recall, or referendum petitions. - City Manager. Reduce retention for awards to two years. Reduce retention for citizen inquiries to two years.
- Finance. Add new item for User Fee and Impact Fee Schedules; Add additional descriptions to various items to clarify types of records. - Housing and Economic Development. Add additional required plans: Analysis of Impediments to Fair Housing Choices and Citizen Participation Plan. - Planning. Add new item for project files that are cancelled/expired/withdrawn. Reduced retention for tree removal permits to two years.
- Public Works. Add additional description to clarify work orders/service requests. - Citywide. Reduce retention of complaints and service orders to two years.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution approving the City’s updated Records Retention Schedule; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Crystal Mui, City Clerk
Approved for submission by:
____________________________
Nil Blackburn, Interim City Manager
ATTACHMENT(S):

1. Resolution
Exhibit A to Resolution - Proposed Retention Schedule (with track changes)

9.e
March 23, 2026 Packet Pg. 16
RESOLUTION NO. 2026 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS APPROVING UPDATES TO THE CITY RECORDS RETENTION SCHEDULE.

WHEREAS, Section 34090 of the Government Code of the State of California provides a procedure whereby any city record that has served its purpose and is no longer required may be destroyed; and
WHEREAS, the State of California has adopted guidelines for the retention period for various government records; and
WHEREAS, on May 13, 2002, the City Council adopted Resolution 2002-048 establishing the City’s Records Retention Schedule; and
WHEREAS, the City Council has since amended said Record Retention Schedule via Resolutions 2004-007, 2006-079, 2012-058, 2015-028, 2016-088, 2017-045, 2019-018, 2021- 013, 2022-018, 2024-019, and now desires to further amend said Records Retention Schedule.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby approves the amendments to the City Records Retention Schedule, attached hereto as Exhibit A. * * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of March 2026, by the following vote:
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
Exhibit A: Records Retention Schedule
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

9.e
March 23, 2026 Packet Pg. 17

HOW TO USE RETENTION SCHEDULES
©1995-2026 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission A legend explaining the information presented in the retention schedule; please read this for an explanation of every column.

The specified retention period applies regardless of the media of the record: If a record is stored on paper and electronic format (a computer file on a hard drive), all electronic and paper records should be destroyed (or deleted / erased) after the specified period of time has elapsed and authorization to destroy has been obtained.

Copies or duplicates of records should never be retained longer than the prescribed period for the official (original) record, and drafts and copies should be destroyed as soon as they are no longer required.

The term “records” shall include all records as defined by the California Public Records Act.

STRUCTURE: CITY-WIDE, DEPARTMENTS & DIVISIONS
The City-wide retention schedule includes those records all departments have in common (e-mails, letters, memorandums, purchase orders, etc.). These records are NOT repeated in the Department retention schedule, unless that department is the Office of Record.

Each department has a separate retention schedule that describes the records that are unique to their department, or for which they are the Office of Record. The department retention schedules may be organized by Division within that Department. If a record is not listed in your department retention schedule, refer to the City-wide retention schedule, or look in the index to the schedules (provided after approval.)

BENEFITS
This retention schedule has been developed by Diane R. Gladwell, MMC, an expert in Municipal Government records, and will provide the City with the following benefits:
• Reduce administrative expenses, expedite procedures
• Free office space and computer storage space
• Reduce the cost of records storage – paper and electronic • Eliminate duplication of effort within the City
• Find records faster
• Determine what media should be used to store records
AUTHORIZATION TO DESTROY RECORDS (Paper or Electronic Records):

Destruction or deletion of an official (original) record that has exceeded its retention period (and has SUBSTANTIVE CONTENT) must be authorized prior to destruction or deletion. • If there is a minimum retention (“Minimum 2 years"), the destruction / deletion must be authorized before it is destroyed, as it is an official (original) record.

Copies, drafts, notes and non-records (or originals that do NOT have SUBSTANTIVE CONTENT) do NOT require authorization, and can be destroyed “When No Longer Required.” If there is NOT a minimum retention ("When No Longer Required"), it does NOT need to be authorized prior to destruction, as it is a preliminary draft, copy, or the Content is NOT Substantive.

On every page of the schedules (near the top, just under the column headings) are important instructions, including instructions regarding holds on destroying records. “Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods (retention resumes after settlement or resolution).”

9.e
March 23, 2026 Packet Pg. 18

RECORDS RETENTION SCHEDULE LEGEND
©1995 – 2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission OFR (Office of Record): The department that keeps the Official (original or “record copy”) record for its retention period, then authorizes destruction.

Usually, it is the department that originates the record. The official (original) record may be the paper / hard copy version of the record; however the electronic record may be the official (original) record. See the “Destroy Paper after Imaged & QC’d” below for the Legal Requirements for the electronic record to be the official (original) record.

Records Description: The record series (a group of like records).

Non-Record: Documents, studies, books and pamphlets produced by outside agencies, preliminary drafts not retained in the ordinary course of business.

Retention/Disposition: Active (guideline): How long the file remains in the immediate office area Inactive (guideline): How long the file is in off-site storage, stored electronically in accordance with law (see below) Total Retention: The total number of years the record is retained For file folders containing documents with different retention timeframes, use the document with the longest retention time.

P = Permanent
Indefinite = No fixed or specified retention period; used for databases, because the data fields are interrelated and certain data may require minimum retention.

Vital? = Those records that are needed for basic operations in the event of a disaster.

Media Options (guideline) terms used in State law: Mag = Electronic Computer Magnetic Media (Hard drives, Networks, USB Drives, Cloud, etc.) Mfr = Microforms (aperture cards, microfilm, microfiche, or jackets) Ppr = Paper, Mylar, Linen, “Hard Copy”
OD = Optical Disk or other Unalterable Media which does not allow changes Scan / Import (guideline): “S” indicates the record should be scanned into the document imaging system; “I” indicates the record should be electronically imported into the document imaging system; “M” indicates the record was microfilmed
Destroy Paper after Imaged & QC’d (quality checked) / Trustworthy Electronic Record: “Yes” means the electronic record may serve as the OFFICIAL record (and the paper version may be destroyed, or the record may be electronically generated and never exist in paper format) IF (these are the legal requirements for the electronic record to serve as the official (original) record) the electronic record is also placed on Unalterable Media, Immutable Cloud Media, Optical Disk (OD), DVD-R, CD-R, Blue-ray-R, or WORM, or microfilmed) which is stored in a safe & separate location.

Employees are required to Quality Check (“QC’d”) both the images and the indexes, and ensure the electronic record contains all significant details from the original and be an adequate substitute for the original document for all purposes; other legal mandates may apply.

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

9.e
March 23, 2026 Packet Pg. 19
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
Retentions apply to the department that is NOT the Office of Record (OFR) or the "Lead Department". If you are the OFR, refer to your department retention schedule.

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

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

CITY-WIDE (Used by ALL Departments)
Lead Dept.
(Managing
the
Agreement /
Contract)
CW-001
Administrative Files for
Agreements / Contracts NOT
funded by a grant -
(Correspondence, project
schedules, proposal
(successful), copies of invoices,
backup, insurance certificates,
RFPs, etc.) Also see grant
retention, if applicable.

Completion 5 years Completion +
5 years
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S/I
Yes: After

QC & OD
Upon
Completion
Department preference; Statute
of Limitations: Contracts &
Spec's=4 years, Wrongful
Death=comp. + 5 years, CCP
§337 et. seq., GC §34090
Lead Dept.
(Managing
the
Agreement /
Contract)
CW-002
Administrative Files for
Agreements / Contracts: WITH
grant funding
(Correspondence, project
schedules, proposal
(successful), copies of invoices,
backup, insurance certificates,
RFPS, etc.) Also see grant
retention, if applicable.

Completion
10 years or
After
Funding
Agency
Audit, if
required,
whichever is
longer
Completion +
10 years or
After Funding
Agency Audit,
if required,
whichever is
longer
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S/I
Yes: After

QC & OD
Upon
Completion
Some grant funding agencies
require audits; Published Audit
Standards=4-7 years; Statute
of Limitations: Contracts &
Spec's=4 years, Wrongful
Death=comp. + 5 years,
Developers=comp. + 10 years;
2 CFR 200.334; CCP §337 et.
seq., GC §34090
Lead Dept. CW-003

UNSUCCESSFUL BIDS /

UNSUCCESSFUL
PROPOSALS, Scoring Sheets
2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Staffing Dept. CW-004
Boards, Commissions, /
Committees: Recordings -
AUDIO RECORDINGS of
Meetings / Audio Tapes
30 days or
after Minutes
Approved,
whichever is
longer
30 days or
after Minutes
Approved,
whichever is
longer
(Mag) GC §54953.5(b)
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 20
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-2
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Staffing Dept. CW-005
Boards, Commissions, /
Committees: Citizens Advisory
Formed by CITY COUNCIL
(Agendas, Agenda Staff
Reports, Notices, Proof of
Publications, etc.)
2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations for some
Municipal Government actions
is 3 - 6 months; CCP§335 337
et seq; GC §§34090,
65009(c)(1)
Staffing Dept. CW-006
Boards, Commissions, /
Committees: Citizens Advisory
Formed by CITY COUNCIL
(MINUTES / BYLAWS)
P P Yes
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC & OD 2
years
Notes taken to facilitate the
writing of the minutes can be
destroyed after minutes have
been adopted; GC §34090
CW-007
Boards, Commissions, /
Committees: External
Organizations (e.g. County
Board of Supervisors)
When No
Longer
Required
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Non-records
Lead Dept. CW-008
Cash Receipts (pink copies):

Accounts Receivable Source
Records (includes all cash
receipts, copies of receipts,
deposits, etc.)
5 years 5 years Yes: Until
Paid
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Retained in originating
department for auditing
purposes; GC §34090
Lead Dept. CW-009 City Attorney: Opinions 2 years When
Superseded
When
Superseded
Mag,
Mfr, OD,
Ppr
S / I
Yes: After

QC & OD
No
Contract City Attorney; GC
§34090
Lead Dept. CW-010
Internal Committee Material:

Internal attended by employees
(e.g. Safety Committee)
2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 21
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-3
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Lead
(Responding)
Dept.

CW-011
Complaints (against Personnel -
e.g. misconduct, abuse,
excessive force, etc.)
Final
Disposition +
5 years
Final
Disposition +
5 years
Yes: Before
Disposition
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations for public
official misconduct is discovery
of offense + 4 years ; State and
Fed laws is until final
disposition of formal complaint;
State requires 2 years after
action; EVC § 1045, GC
§§12946, 12960, 34090; PC
§§801.5, 803(c), VC §2547
Lead Dept. CW-012 Complaints / Service Orders
(operational) 2 3 years 2 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations for
personal property, fraud, etc. is
3 years; Claims must be filed in
6 months; CCP §§338 et seq.,
340 et seq., 342, GC §34090
CW-013 Copies / duplicates of any record
Copies -
When No
Longer
Required
Copies -
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090.7
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 22
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-4
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Dept. that
Authors
Document
or
Receives the
City's Original
Document
CW-014
Correspondence - ROUTINE (IF
CONTENT relates in a
SUBSTANTIVE way to the
conduct of the public's
business)
(e.g. Administrative Files,
Chronological, email / e-mail with
SUBSTANTIVE content, General
Files, Letters, Memorandums,
Miscellaneous Reports, Public
Records Requests, Reading,
Working Files, etc.)
SUBSTANTIVE: Significant,
Meaningful, Considerable,
Essential
IF the Content relates in a
substantive way to the conduct
of the public's business
2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
ONLY IF the Content relates in
a substantive way to the
conduct of the public's
business; City of San Jose v.

Superior Court (2017) 2 Cal.5th
608 GC §34090;
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 23
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-5
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Dept. that
Authors
Document
or
Receives the
City's Original
Document
CW-015
Correspondence - TRANSITORY
/ PRELIMINARY DRAFTS,
Interagency / Intraagency
Memoranda not retained in the
ordinary course of business
Content NOT Substantive, /
NOT made / retained for the
purpose of preserving the
informational content for future
reference
(e.g., checklists, email / e-mail, /
social media posting calendars,
instant messaging, inventories,
invitations, logs, mailing lists,
meeting room registrations,
speaker slips, staff Teams
videoconference chats, notes /
recordings, supply inventories,
telephone messages, text
messages, transmittal letters,
thank yous, requests from other
cities, undeliverable envelopes /
returned mail, visitors logs, voice
mails, webpages, etc.)
When No
Longer
Required
When No
Longer
Required

Mag,
Ppr
Electronic and paper records
are filed and retained based
upon their CONTENT E-mails,
electronic records, or social
media postings where either
the CONTENT relates in a
SUBSTANTIVE way to the
conduct of the public's
business, or ARE made or
retained for the purpose of
preserving the informational
content for future reference are
SAVED by printing them out
and placing them in a file
folder, or saving them
electronically. If not
mentioned here, consult the
City Attorney to determine if a
record is considered transitory /
preliminary draft. GC §§34090,
7927.500, 64 Ops. Cal. Atty.

Gen. 317 (1981); City of San
Jose v. Superior Court (2017) 2
Cal.5th 608
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 24
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-6
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Lead Dept. CW-016 Drafts / Notes: Drafts that are
revised (retain final version)
When No
Longer
Required
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
As long as the drafts and notes
are not retained in the "Regular
Course of Business". Consult
the City Attorney to determine if
a record is considered a draft.

GC §§34090;7927.500
Lead Dept.
(Managing
the Grant)
CW-017
Grants / CDBG (Community
Development Block Grant) /
Reimbursable Claims / FEMA /
OES Reimbursement Claims /
Subventions (SUCCESSFUL
Grant Records - Applications,
Correspondence, Reports, /
Financial Information)
2 years
3 years
After
Funding
Agency
Audit, if
Required -
Minimum 3
5 years
5 years or if
known audit
required,
keep until
after audit -
whichever is
longer
After Funding
Agency Audit,
if required -
Minimum 5
years

Mag,
Mfr, OD,
Ppr
S / I
Yes: After

QC & OD
When
Inactive
Meets auditing standards;
Grants covered by a
Consolidated Action Plan are
required for 5 years; Uniform
Admin. Requirements for
Grants to Local Governments is
3 years from expenditure report
or final payment of grantee or
subgrantee; 2 CFR 200.334; 24
CFR 91.105(h), 92.505,
570.490, & 570.502(a), 29 CFR

97.42; OMB Circular A-110 & A133; GC §34090; GC §8546.7 Lead Dept.
(Managing
the Grant)
CW-018 Grants (UNSUCCESSFUL
Applications, Correspondence) 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 25
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-7
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Lead Dept. CW-019 Grievances Resolved at
Department Level
Final
Disposition +
5 years
Final
Disposition +
5 years
Yes: Before
Disposition
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City's Preference; All State and
Federal laws require retention
until final disposition of formal
complaint; State requires 2
years after action is taken; GC
§§12946, 12960, 34090
Lead Dept. CW-020
MSDS (Material Safety Data
Sheets) / Safety Data Sheets
(SDS) / Chemical Use Report
Form (/ records of the chemical /
substance / agent, where / when
it was used)
30 years 30 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After

QC & OD
When
Inactive
Previous MSDS may be
obtained from a service; MSDS
may be destroyed as long as
a record of the chemical /
substance / agent, where &
when it was used is
maintained for 30 years;
Applies to qualified employers;
8 CCR 3204(d)(1)(B)(2 and 3),
29 CFR 1910.1020(d)(1)(ii)(B),
GC §34090
Lead Dept. CW-021 Newspaper Clippings
When No
Longer
Required
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Non-records - may be obtained
from the newspaper company;
GC §34090
Staffing
Depart. CW-022
Notices: Public Hearing Notices
Affidavits of Publications /
Affidavits of Posting Notices /
Legal Advertising / Notices /
Proofs of Publications
2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations for some
Municipal Government actions
is 3 - 6 months; CCP§335 337
et seq; GC §§34090,
65009(c)(1)
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 26
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-8
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Lead Dept.

Human
Resources
CW-023 Personnel Files (Supervisor's
Notes)
Destroy Upon
Separation
Destroy Upon
Separation
Before
Separation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary drafts; Ensure
records kept in Department
files comply with City policy;
Originals are maintained by
Human Resources; State &
Federal laws require 2 -3 years;
29 CFR 1602.31 &
1627.3(b)(ii), 8 CCR
§3204(d)(1) et seq., GC
§§12946, 12960, 34090
Human
Resources CW-024 Personnel Files (Training File)
Send all
Training
Certificates to
Human
Resources
Send all
Training
Certificates to
Human
Resources
Before
Separation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Human Resources is OFR; GC
§ 34090 et seq.

Lead Dept. CW-025 Personnel Work Schedules 2 years 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-025.5 Photographs
When No
Longer
Required
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary Drafts (retention is
placed on the record the
photograph is used in -
Brochure, Report, etc.); destroy
unnecessary photographs. GC
§34090
Lead Dept. CW-026 Press Releases 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 27
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-9
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

HOLDS: Litigation, claims, complaints, audits, pending records requests, and/or investigations suspend normal retention periods (retention resumes after settlement). (Outside
Organization -
Not a City
Record)
CW-027
Reference Materials: Policies,
Procedures, Brochures,
Handbooks, Manuals, Plans,
Standard Operating Procedures
(SOPs), Studies, Newsletters, /
Reports (if not
addressed/identified elsewhere
in the schedule), Produced by

OUTSIDE ORGANIZATIONS
(League of California Cities,
Chamber of Commerce, etc.)
When No
Longer
Required
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Non-Records
Lead Dept. CW-028
Reference Materials: Policies,
Procedures, Brochures,
Handbooks, Manuals, Standard
Operating Procedures (SOPs),
Studies, Newsletters, / Reports
(if not addressed/identified
elsewhere in the schedule),
Produced by YOUR Department
Minimum of 2
years
Minimum of 2
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC
§34090
Lead Dept. CW-029 Reports, Studies (Historically
significant)
10 years P P
Mag,
Mfr, OD,
Ppr
S/I
Yes: After

QC & OD
10 years
Administratively and Historically
significant, therefore retained
permanently; GC §34090
Lead Dept. CW-030
Reports, Studies (other than
Historically significant reports -
e.g. Annual Reports)
10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Information is outdated after 10
years; if historically significant,
retain permanently; GC §34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 28
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-10
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Lead Dept. CW-031
Special Event Permits (Includes
Alcohol Use Permit / Insurance
Certificates)
2 years 2 years Yes: Before
Event
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-032 Subpoenas 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept. CW-033 Surveys / Questionnaires (that
the City issues) 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept.
(Presenting
the Training)
CW-034
Training Presented by Staff -

COURSE RECORDS
(Attendance Rosters / Sign-in
Sheets, Outlines / Materials;
includes Ethics, Fiscal &
Financial, Harassment,
Workplace Violence, Safety
Training, Tailgates)
Send all Training Certificates to
Human Resources
2 years 5 years 7 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After

QC & OD
When
Inactive
Department preference; Ethics,
Fiscal & Financial, Harassment
& Workplace Violence
Prevention Training are 5
years; EEOC/FLSA/ADEA
(Age) requires 3 years for
promotion, demotion, transfer,
selection, or discharge; State
Law requires 4 years for
personnel actions; 8 CCR
§3203 et seq., 29 CFR
1602.31; LC §6429(c); GC
§§12946, 12960, 34090,
53235.2(b), 53237.2(b),
53238.3(b), 53237.2(b);
53238.3(b); LC §6401.9(f), GC
§53238.3(b)
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 29
Ver. 43.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-11
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

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

Lead Dept. CW-035
Volunteer Applications /
Agreements - Successful
Applicants
Inactive /
Separation +
3 years
Inactive /
Separation +
3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes: After
QC & OD 1
year
Department preference (Courts
treat volunteers as employees);
EEOC/FLSA/ADEA (Age)
requires 3 years for promotion,
demotion, transfer, selection, or
discharge; 29 CFR 1602.31 &
1627.3(b)(1)(i)&(ii), GC §§
12960, 34090
Lead Dept. CW-036
Volunteer Applications /
Agreements - Unsuccessful
Applicants
3 years 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (Courts
treat volunteers as employees);
EEOC/FLSA/ADEA (Age)
requires 3 years for promotion,
demotion, transfer, selection, or
discharge; 29 CFR 1602.31 &
1627.3(b)(1)(i)&(ii), GC
§§12960, 34090
Lead Dept. CW-037 Volunteer Emergency Contact
Forms
Inactive /
Separation
Inactive /
Separation
Yes: While
volunteer is
active
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary drafts; GC §34090
et seq.

Dept.

Providing
Service /
Work
CW-038
Work Orders / Service Requests
(Department providing service
retains originals; department
requesting service is considered
a copy)
3 years 3 years Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Consistent with operational
complaints; CCP §§338 et seq.,
340 et seq., 342, GC §34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 30
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged &
QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

ADMINISTRATIVE SERVICES / FINANCE / BUSINESS REGISTRATION AS /
Finance /
Business
Registration
FN-001 Business Registration Applications 2 years 2 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD 1
year
Retained for Auditing purposes;
GC §34090
AS /
Finance /
Business
Registration
FN-002 Business Registration Enforcement
Letters (unpaid registrations)
Resolution +
2 years
Resolution +
2 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Retention is sufficient to provide
information for annual audit; GC
§34090

ADMINISTRATIVE SERVICES / FINANCE
AS /
Finance FN-003 1099, 1098, 1096, DE542 (California Report of Independent Contractors) 2 years 3 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD 1
year
Department Preference; IRS: 4
years after tax is due or paid
(longer for auditing & contractor
delinquency); Ca. FTB: 3 years; ;
IRS Reg §31.6001-1(e)(2), R&T
§19530, GC §34090; 29 USC 436
AS /
Finance FN-004
Accounts Payable / Vendor Files (All
Records / Reports - Includes
Invoices, P.O.s, Travel Expense
Reimbursements, Postage, Credit
Card Transmittals, Redemption
Records, etc.)
3 years 2 years 5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; meets
municipal government auditing
standards; GC §34090
AS /
Finance FN-005
Accounts Receivable / Revenue /
Cash Receipts (All Records /
Reports, including Auction Receipts /
Records, Taxes, TOT, Sales / Use
Tax, Schedule of Investments)
3 years 2 years 5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; meets
municipal government auditing
standards; GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 31
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-2
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance FN-006
Audit Management Letters (not
Annual Consolidated Financial
Report (ACFR))
5 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; GC
§34090
AS /
Finance FN-007
Audit Work Papers (Work papers
prepared by the department for the
auditors)
5 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; GC
§34090
AS /
Finance FN-008
Bank Statements, Reconciliations,
Transaction Statements, Wire
Transfers, Check Listing Audit Trail,
Deposits, Returned Checks
2 years 3 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
For auditing purposes; GC §34090,
26 CFR 31.6001-1
AS /
Finance FN-009 Bond Statements / Trustee Statements
Maturity + 5
years
Maturity + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
For auditing purposes; GC §34090,
26 CFR 31.6001-1
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 32
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-3
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Finance /
City Clerk FN-010 Bonds (issuing documents retained by City Clerk) Fully
Defeased +
10 years
Fully
Defeased +
10 years
Yes: Until
Maturity
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference: Statute of
Limitations for bonds, mortgages,
trust deeds, notes or debentures is
6 years; Bonds issued by local
governments are 10 years; IRS
bond auditing regulations state,
"…material records should
generally be kept for as long as the
bonds are outstanding, plus 3
years after the final redemption
date of the bonds;” There are
specific requirements for disposal
of unused bonds; CCP §§336 et
seq. 337.5(a); 26 CFR 1.6001-
1(e): 26 CFR § 1.148-
5(d)(6)(iii)(E); GC §43900 et seq.

AS /
Finance FN-011
Budget Hearing / Review - Internal to
Finance Department (Development
Documents / Preliminary Budget)
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Drafts - Department Preference;
GC §34090.7
AS /
Finance FN-012 Budget Transfer Requests / Journals / Journal Entry Backup Documents 2 years 3 years 5 years Yes:

Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; City Clerk
maintains originals; longer for
administrative value; GC §34090.7
AS /
Finance FN-017
Annual Consolidated Financial
Report (ACFR) Annual Financial
Audit / Financial Statements
P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; City Clerk
retains original permanently; GC
§34090.7
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 33
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-4
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance FN-013 Budgets - Adopted P P
Yes:

Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; City Clerk
is OFR: Must be filed with County
Auditor; GC §34090, 40802, 53901
AS /
Finance FN-014
Check Registers / Cash
Disbursement Journals / Warrant List
/ A/P Check Register / Voided Check
Register
2 years 3 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department preference; Statute of
Limitations is 4 years; GC §34090,
CCP § 337
AS /
Finance FN-016 Checks - Canceled (Cashed) / Voided 2 years 3 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD 1
year
Department preference; Statute of
Limitations is 4 years; GC §34090,
CCP § 337
AS /
Finance FN-015
Checks deposited to Bank (City
scans them for the Bank, rather than
physically taking the checks to the
bank to deposit them.)
Follow Bank
Instructions
Follow Bank
Instructions
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
These are bank instruments, and
not City records; per bank
agreement.

AS /
Finance FN-018 Depreciation Schedules 5 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
When
Inactive
GC §34090
AS /
Finance FN-019 Developer Trust Accounts / Deposit Accounts Close + 5
years
Close + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; GC
§34090
AS /
Finance FN-020 Employee Home Loan Program Loan Pay-off + 4 years Loan Pay-off
+ 4 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Covers statute of limitations for
contracts; GC §34090, CCP §337
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 34
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-5
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance FN-025 Escheat (Unclaimed money / uncashed checks) Escheat + 2
years
Escheat + 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; All
tangible property held by
government agencies escheats
after 3 years; Statute of Limitations
is 1 year for seized property; Meets
AS /
Finance FN-025.5 Fee Schedules / User Fee and Impact Fee Schedules 2 years 3 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD 1
year
Department preference; Statute of
Limitations is 4 years; GC §34090,
CCP § 337
AS /
Finance FN-029
Finance Reports created from
Database: Journals, Ledgers,
Reconciliations, Registers, Reports,
Transaction Histories, Balance
Sheets, Budget Adjustments
(MONTHLY / PERIODIC)
When No
Longer
Required
When No
Longer
Required
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Preliminary drafts; Reports are
created by the Finance database,
which is the original record, and
can be generated by users as
desired; GC §34090
AS /
Finance FN-021 Financial Services Database
Indefinite -
Minimum 5
years
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Data Fields / Records are
interrelated; meets municipal
government auditing standards;
GC §34090
AS /
Finance FN-022 Fixed Assets - Auction / Disposal / Sales / Surplused 2 years 3 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD 1
year
Consistent with Accounts
Receivable; Statute of limitations
is 3 years; GC §34090, CCP §337
AS /
Finance FN-023 Fixed Assets - Inventory, Schedule of Infrastructure / Buildings (Excel) 5 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD 1
year
Includes permanent assets; GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 35
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-6
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance FN-024 Indirect Cost Plans (Final) Superseded + 5 years Superseded
+ 5 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference; IRS: 4
years after tax is due or paid
(longer for auditing & contractor
delinquency); Ca. FTB: 3 years; ;
IRS Reg §31.6001-1(e)(2), R&T
§19530, GC §34090
AS /
Finance FN-026
Investment Files (other than Bank
Statements): Individual Transactions
(Broker confirmations, Certificates of
Deposit, Wire Transfers, Bid data,
bank rates, etc.)
2 years 3 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Supporting documentation for
Investments of Operating Funds;
meets auditing standards; GC
§34090
AS /
Finance FN-028 Journal Entries 3 years 2 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD 1
year
Department Preference; Statute of
Limitations is 4 years; GC §34090,
CCP §337
AS /
Finance FN-030
State Reports: State Controllers
Report / Local Government
Compensation Report, Property
Management Plan, Obligation
Payment Schedules, Due Diligence
Reviews, Gas Tax, MOE
(Maintenance of Effort) Report, Fixed
Charge Special Assessment Report,
Public Self Insurer Report (SIP
Report), Franchise Tax Board (FTB)
Reports
2 years 3 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Consistent with periodic report /
journal retention; GC §34090
AS /
Finance FN-030.5 W-9's / Vendor Questionnaire Forms
Vendor
Inactive + 3
years
Vendor
Inactive + 3
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Meets IRS auditing standards; GC
§34090

ADMINISTRATIVE SERVICES / FINANCE / PAYROLL / EMPLOYEE BENEFITS CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 36
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-7
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance /
Payroll
FN-031 1095-C (Employer-Provided Health
Insurance Offer / Coverage) 2 years 3 years 5 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Department Preference; IRS: 4
years after tax is due or paid; 6
CFR 31.6001-1(e)(2); GC §34090
AS /
Finance /
Payroll
FN-032
DE-43, W-3, / DE-166, 941 Forms,
IRS 5500 Forms (Employee Benefit
Plans)
2 years 3 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
IRS: 4 years after tax is due or
paid (longer for auditing &
contractor delinquency); Ca. FTB:
3 years; IRS Reg §31.6001-1(e)(2),
26 CFR §1.6001-1, R&T §19530,
GC §34090
AS /
Finance /
Payroll
FN-041 Deferred Compensation Statements -
Employer's Reports 5 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department preference (meets
municipal government auditing
standards); GC §34090
AS /
Finance /
Payroll
FN-033 Labor Distribution Reports
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Preliminary drafts; Reports are
created by the Finance database,
which is the original record, and
can be generated by users as
desired; GC §34090
AS /
Finance /
Payroll
FN-034 Payroll Registers (all Periodic / Biweekly Reports) 2 years P P Mag, OD,
Mfr, Ppr S / I
Yes:

After QC
& OD 1
year
Department preference; 29CFR
516.5 - 516.6, GC §34090
AS /
Finance /
Payroll
FN-043 Payroll Registers (all Year-End) 2 years 3 years 5 years Mag, OD, Mfr, Ppr S / I
Yes:

After QC
& OD 1
year
Department preference; 29CFR
516.5 - 516.6, GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 37
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-8
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance /
Payroll
FN-035
PERS Annual Reports / Annual
Valuation Reports, Actuarial
Valuation Reports, Annual Employer
Statements / PARS (Public Agency
Retirement Services ) Trust
Statements, CERBT (California
Employers’ Retiree Benefit Trust) –
OPEB (Other Post-Employment
Benefits) related statements
5 years 5 years Mag, OD,
Mfr, Ppr S / I
Yes:

After QC
& OD 1
year
PERS is OFR; retained to meet
auditing standards; GC §34090 et
seq.

AS /
Finance /
Payroll
FN-036 Time Sheets 5 years 5 years Yes: Before
Payment
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Finance retains all originals and
electronic copies; auditing
standards (audit + 4 years); IRS
requires 4 years; Ca. requires 2 yr
min.; FTB keeps 3 years; ; IRS
Reg §31.6001-1(e)(2), R&T
§19530; LC § 1174(d); 29 CFR
516.5 & 516.6(c); GC §34090
AS /
Finance /
Payroll
FN-037 W-2's (includes Performers State
Withholding) 5 years 5 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
IRS: 4 yrs after tax is due or paid;
Ca. FTB: 3 years; IRS Reg
§31.6001-1(e)(2), R&T §19530;
29CFR 516.5 - 516.6, 29USC 436,
GC §34090

ADMINISTRATIVE SERVICES / FINANCE / PURCHASING
AS /
Finance /
Purchasing
FN-038 Bidder / Vendor List (Companies that
want to receive RFPs / RFQs)
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Transitory Record used to mail out
requests; GC §34090 et seq.

AS /
Finance /
Purchasing
FN-039 Purchase Orders 2 years 3 years 5 years Yes: Until Paid
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Consistent with Accounts Payable;
Statute of Limitations is 4 years; ;
GC §34090, CCP §337
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 38
Ver. 27.0 RECORDS RETENTION SCHEDULE: ADMINISTRATIVE SERVICES / FINANCE (Business Registration, Payroll, Purchasing)
Page AS/F-9
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Finance /
Purchasing
FN-040
Vehicle / Equipment Leases (when
the vehicle / equipment is not
subsequently purchased)
Expiration of
Lease + 2
years
Expiration of
Lease + 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Consistent with agreements and
contracts; Statute of Limitations
for contracts is 4 years; CCP
§§337., 337.1(a), 337.15; GC
§34090 et seq.

9.e
March 23, 2026 Packet Pg. 39
Ver. 33.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (HUMAN RESOURCES)
Page AS/HR-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

ADMINISTRATIVE SERVICES (HUMAN RESOURCES)
AS /
Human
Resources
HR-001
1095-C, 1094-C (Employer-Provided
Health Insurance Offer / Coverage /
Transmittal Form)
3 years 3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference;
Instructions state "Generally, keep
copies of information returns you
filed with the IRS or have the
ability to reconstruct the data for at
least 3 years, from the due date of
the returns;" GC §34090
AS /
Human
Resources
HR-002
Applications for Employment /
Resumes: Unsolicited (no open
position), candidates not hired
When No
Longer
Required
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Sent back to applicant; No
positions open; therefore not
deemed part of City recruitment
practices; considered a transitory
record not materially impacting the
conduct of the public's business; 2
CCR 11013(c) GC §34090
AS /
Human
Resources
HR-003 Awards: Recognition of Employees 2 years 2 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
AS /
Human
Resources
HR-004
Benefits File (Benefits, Changes to
Payroll, Dedication, COBRA,
Garnishments, Personnel Action
Form, etc.)
Separation
+ 6 years
Separation
+ 6 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Retained to match other auditing
periods; GC §34090
AS /
Human
Resources
HR-005
Classification / Compensation /
Reorganization Studies (for
employee classifications /
department structures)
Minimum 2
years
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Bureau of National Affairs
recommends 2 years for all
supplementary Personnel records;
Wage rate tables are 1 or 2 years;
State requires 2 years; 29 CFR
516.6, 29 CFR 1602.14, GC
§§12946, 12960, 34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 40
Ver. 33.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (HUMAN RESOURCES)
Page AS/HR-2
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Human
Resources HR-005.1 COVID-19 Notifications to Employees 3 years 3 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
LC §6409.6(k), GC §34090
AS /
Human
Resources
HR-006
California Civil Rights Department
(CRD) / Department of Fair
Employment / Housing (DFEH /
EEOC) Claims / Harassment Claims
that are resolved administratively
Final
Disposition
+ 4 years
Final
Disposition
+ 4 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
(City Attorney handles cases that
are not resolved administratively);
All State and Federal laws require
retention until final disposition of
formal complaint; State requires 4
years after action is taken; GC
§§12946, 12960, 34090; 2 CCR
11013(c)
AS /
Human
Resources
HR-007 Employee Assistance Program
(Quarterly / Annual Reports, etc.) 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC § 34090
AS /
Human
Resources
HR-008
Grievances (escalated from
Departments when not resolved by
the department)
Final
Disposition
+ 5 years
Final
Disposition
+ 5 years
Yes: Before
Disposition
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
City's Preference; State law
requires 4 years; Lead
Department is OFR for grievances
resolved in their department; 29
CFR 1602.31 & 1627.3(b)(1); GC
§§12946, 12960, 12960, 34090;
29 USC 1113, LC 1174
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 41
Ver. 33.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (HUMAN RESOURCES)
Page AS/HR-3
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Human
Resources
HR-009 I-9's
Employee
Termination
+ 5 years
Employee
Termination
+ 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Required for 1 year from
termination or 3 years from hiring,
whichever is later; EEOC / FLSA /
ADEA (Age) requires 3 years for
"any other forms of employment
inquiry"; State Law requires 2 -3
years; 29 CFR 1627.3(b)(1); INA
274A(b)(3); INS Rule
274a.1(b)(2); GC §§12946, 12960,
34090
AS /
Human
Resources
HR-010 Job Specifications, Reclassifications
Minimum
Superseded
+ 4 years
Minimum
Superseded
+ 4 years
Yes: Before
Superseded
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
State law requires 4 years; GC
§§12946, 12960, 34090; LC 1197.5
AS /
Human
Resources
HR-011 LiveScan Fingerprint Clearances /
CORI Responses / Live Scan 30 years 30 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference to protect
City in the event of past employee
misconduct; (DOJ allows retention
for legitimate business needs);
must be maintained in a secure
and confidential file; DOJ
Information Bulletin No. 02-17-
BCII; GC § 34090 et seq.

AS /
Human
Resources
HR-012 Negotiations: Employee
Associations (Binders / Notes)
Superseded
+ 5 years
Superseded
+ 5 years
Mag,
Mfr, OD,
Ppr
S/I
Yes:

After QC
& OD
When
Inactive
Department preference; GC §
34090 et seq.

CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 42
Ver. 33.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (HUMAN RESOURCES)
Page AS/HR-4
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Human
Resources
HR-013
Personnel Files - Medical Records
(all employees) - Fit for Duty, Hazard
Assessment, Pre-employment
physicals, group shots, hazmat
exposure records
Separation
+ 6 years
Whichever
is Longer:

Separation
+ 24 years;
OR
Termination
of Benefits
+ 5 years;
OR Death of
Employee +
5 years
Whichever
is Longer:

Separation
+ 30 years;
OR
Termination
of Benefits
+ 5 years;
OR Death of
Employee +
5 years
Yes: Until
Separation
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
When
Inactive
Files maintained separately;
Community Services, Public
Works and Fire retain some
records until the employee is
separated from employment;
Claims can be made for 30 years
for toxic substance exposure;
Injury due to negligence of a
health care provider is 3 years (5
years if a minor under 6 years
old); 8 CCR §3204(d)(1) et seq., 8
CCR 5144, 8 CCR 15400.2; 29
CFR 1910.1020(d)(1)(i); CCP
§340.5; GC §§12946, 12960,
34090; LC §1198.5
AS /
Human
Resources
HR-014
Personnel Files - Regular, Active,
Permanent, Non-Regular,
Temporary Employees and City
Council
Includes Backgrounds, Discipline, /
Investigations, Disaster Service
Workers Oaths, Ergonomic
Evaluations, All Training Certificates
(Financial and Fiscal Training
Certificates, Harassment Prevention
Training Certificates), etc.

Separation
+ 6 years
Separation
+ 6 years
Yes: Until
Separation
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
After
Separation
Department Preference; statute of
limitations for retirement benefits
is 6 years from last action;
EEOC/FLSA/ADEA (Age) requires
3 years for promotion, demotion,
transfer, selection, or discharge;
State Law requires 4 years; 8
CCR §11040.7(7)(C); 29 CFR
1602.14, 1602.31 & 1627.3(b)(ii),
GC §§12946, 12960, 34090; 29
USC 1113; GC §3105; LC §1198.5
AS /
Human
Resources
HR-015 Personnel Rules / Regulations P P
Yes: Until
Superseded
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Copies; GC §34090.7
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 43
Ver. 33.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (HUMAN RESOURCES)
Page AS/HR-5
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS /
Human
Resources
HR-016
Recruitment Files
Includes Applications
(Unsuccessful), Advertisements,
Interview Notes, Job Brochures, Test
Data, Eligible Lists, etc.
4 years 4 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; EEOC /
FLSA / ADEA (Age) requires 1-3
years; State Law requires 4 years;
29 CFR 1627.3(b)(1), 29 CFR
1602.14 et seq. 2 CCR 11013(c)
GC §§12946, 12960, 34090
AS /
Human
Resources
HR-017 Salary Surveys Minimum 2
years
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Consistent with Classification /
Compensation / Reorganization
Studies; GC §34090
AS /
Human
Resources
HR-018
Verifications of Employment, Child
Support, etc. (From lenders / other
outside companies)
When No
Longer
Required
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Not an Agency record / Content
does NOT relate in a substantive
way to the conduct of the public's
business; GC §34090 et seq
AS /
Human
Resources
HR-019
Workplace Violence – Hazard
identification, evaluation, correction,
incident logs, investigations, etc.
5 years 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
LC §6401.9(f), GC §34090
CITY OF SAN CARLOS, CA ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 44
Ver. 19.0 RECORDS RETENTION SCHEDULE -

ADMINISTRATIVE SERVICES (INFORMATION TECHNOLOGY)
Page AS/IT-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital?
Media
Option
s
Image:

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

ADMINISTRATIVE SERVICES (INFORMATION TECHNOLOGY)
AS /
Information
Tech.

IT-001
Backups / Computer Backups (ALL
Disaster Recovery Computer
Backups) - DAILY - Network, All
Files on Shared Drives
When No
Longer
Required
When No
Longer
Required
Yes Mag.

Used for Disaster Recovery
purposes only; Considered a copy
and can be destroyed when no
longer required; retention based
on administrative value; GC
§34090 et seq.

AS /
Information
Tech.

IT-002
Backups / Computer Backups (ALL
Disaster Recovery Computer
Backups) - WEEKLY (FULL) -
Network, All Files on Shared Drives
When No
Longer
Required
When No
Longer
Required
Yes Mag.

Used for Disaster Recovery
purposes only; Store off-site in
commercial storage for disaster
recovery; Considered a copy and
can be destroyed when no longer
required; retention based on
administrative value; GC §34090
et seq.

AS /
Information
Tech.

IT-003 Enterprise System Catalogue
(posted on line) 2 years 2 years Mag GC §34090
AS /
Information
Tech.

IT-004 Daily System Logs
When No
Longer
Required
When No
Longer
Required
Yes Mag. Preliminary drafts; GC §34090
AS /
Information
Tech.

IT-0056

UNALTERABLE MEDIA /
IMMUTABLE MEDIA (Cloud
Immutable Backup) / WORM /
DVD-r / CD-r / Blue Ray-R / other
unalterable media that does not
permit additions, deletions, /
changes
P Follows
Retention of
Official
Electronic
Record
P Follows
Retention of
Official
Electronic
Record
OD
For legal compliance for
Trustworthy Electronic Records
(when the electronic record serves
as the official record); must be
stored in a "safe and separate
location"; GC 34090, 12168.7,
EVC 1550, 2 CCR 22620 et seq.

9.e
March 23, 2026 Packet Pg. 45
Ver. 21.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (RISK MANAGEMENT)
Page AS/RM-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

ADMINISTRATIVE SERVICES (RISK MANAGEMENT)
AS / Risk
Manage. RM-002
Accident / Incident / Injury Reports:

ALL PUBLIC ADULTS /

JUVENILES, CITY VEHICLES
(where a claim is not filed)
2 years 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
AS / Risk
Manage. RM-003
ADA Complaints / Title VI
Complaints from Members of the
Public
2 years 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC § 34090
AS / Risk
Manage. RM-004 Air Monitoring 10 years 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §
34090
AS / Risk
Manage. RM-005 CAL-OSHA, Inspections / Citations, Log 200, Log 300, 301, 301A, etc. 7 years 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Calif. Labor Division is required to
keep their records 7 years; OSHA
requires 5 years; State law
requires 2 years; 8 CCR
§3203(b)(1), 14300.33, 14300.44,
29 CFR 1904.33, 29 CFR
1904.44; OMB 1220-0029, GC
§34090 et seq.; LC §6429c
AS / Risk
Manage. RM-006 Claims - Adults / Juveniles Resolution + 5 years Resolution
+ 5 years
Yes: Until
Settlement
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
Final
Resolution
Claim must be filed within 1 year,
lawsuit within 2 years; complaints
against peace officers within 5
years; Statute of Limitations for
contracts is 4 years; wrongful
death for construction is
completion + 5 years; CCP §§ 337
et seq.; GC §§ 911.2, 34090,
34090.6; PC §832.5(b)
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 46
Ver. 21.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (RISK MANAGEMENT)
Page AS/RM-2
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS / Risk
Manage. RM-008 DMV Pull Notices
When
Superseded
or
Upon
Separation
When
Superseded
or
Upon
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Transitory or source records not
retained in the ordinary course of
business; CHP audits every 2
years; Bureau of National Affairs
recommends 2 years for all
supplementary Personnel records;
GC §34090
AS / Risk
Manage. RM-009
Drug / Alcohol Testing / D.O.T files
(Includes Authorization for Testing
Form)
3 years 2 years 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
D.O.T. Requires 5 years for
positive tests, refusals, annual
summaries, etc., 1 year for
negative tests; EEOC / FLSA /
ADEA (Age) requires 3 years
physical examinations; State Law
requires 2 years; 29 CFR
1627.3(b)(1)(v), GC §§12946,
12960, 34090; 49 CFR 655.71 et
seq.; 49 CFR 382.401 et seq. 49
CFR 653.71
AS / Risk
Manage. RM-010 Insurance Applications for City Policies 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 AS / Risk
Manage. RM-011
Insurance Policies / Certificates
(Additional Insured for School
District, / other entities)
2 years 2 years Yes: Before
Expiration
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
After
Expiration
GC §34090
AS / Risk
Manage. RM-012
Insurance Policies / Certificates
(City-owned): ALL City Policies
(General / Public)
P P
Yes: Before
Expiration
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
After
Expiration
For protection from litigation; GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 47
Ver. 21.0 RECORDS RETENTION SCHEDULE:

ADMINISTRATIVE SERVICES (RISK MANAGEMENT)
Page AS/RM-3
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

AS / Risk
Manage. RM-013
Insurance Policies / Certificates
(City-owned): Workers
Compensation Policy
P P
Yes: Before
Expiration
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
After
Expiration
For protection from litigation; GC
§34090
AS / Risk
Manage. RM-014 Safety Inspections 5 years 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC
§34090
AS / Risk
Manage. RM-015 Workers Compensation Files 5 years
Whichever
is Longer:

Separation +
25 years;
OR
Termination
of Benefits +
5 years; OR
Death of
Employee +
5 years
Whichever
is Longer:

Separation +
30 years;
OR
Termination
of Benefits +
5 years; OR
Death of
Employee +
5 years
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
When
Inactive
Department preference; Claims
can be made for 30 years for toxic
substance exposure; 8 CCR
10102; 8 CCR 15400.2, 8 CCR
5144, 8 CCR 15400.2; 8 CCR
§3204(d)(1) et seq., 29 CFR
1910.1020, GC §§12946, 12960,
34090, CCP §337 et seq.

AS / Risk
Manage. RM-016
Workers Compensation Reports /
Liability Insurance Reports (Payroll
Reports from City to the Carrier)
2 years 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC § 34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 48
Ver. 17.0 RECORDS RETENTION SCHEDULE - BUILDING Page B-1 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

BUILDING
Building B-001 Applications (Water Heaters, etc.)
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC
Records used to facilitate permit
issuance; Projects may expire
after 2 years; GC §34090
Building B-002 Building Permits (maintained in
Project file) P P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC CBC §§104.6 104.7 and 107.5;
GC §34090
Building B-003 Certificates of Occupancy P P Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC
Department preference; GC
§34090
Building B-004 Code Enforcement (maintained in
Address file) P P
Yes: Until
Resolution
Mag, Mfr,
OD, Ppr S / I Yes: After QC
Department Preference (could be
destroyed resolution + 2 years);
Case is open until satisfactorily
resolved; City Manager maintains
originals that are presented to
Council; GC §34090
Building B-005
Inspection Records / Lists:

Correspondence, Fees, Appeal
Requests, Inspection Reports,
Correction, Building, Plan Review,
Plan Check Form, Building
Correction List, etc.

When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC
Records used to facilitate permit
issuance; Projects may expire
after 2 years; GC §34090
Building B-009 New Business Certificate of
Occupancy P P
Mag, Mfr,
OD, Ppr S / I Yes: After QC
Department preference; GC
§34090
Building B-010
Permits that are Applied for, but
Cancelled / Expired (No inspections
/ field work)
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC
Preliminary Drafts; CBC §§104.7,
GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 49
Ver. 17.0 RECORDS RETENTION SCHEDULE - BUILDING Page B-2 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Building B-006
Project Files - COMMERCIAL,

MULTI-FAMILY DWELLINGS,

PLACES OF PUBLIC
ACCOMMODATION (includes
building permits / plans,
geotechnical / soils reports, energy
calculations, commercial structural
plans, commercial structural
calculations)
When No
Longer
Required +
6 months
P P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC
CBC §§ 1.8.4.3.1, 104.6 104.7
and 107.5; H&S §19850; GC
§34090
Building B-007
Project Files - EXPIRED /
CANCELLED PROJECTS (Permits
issued, inspection / field work has
taken place, then inactive more than
6 months)
When No
Longer
Required
P P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC
Preliminary drafts; CBC §§

1.8.4.3.1, 104.7 – 104.7.4 &
107.5; H&S§19850, GC §34090
Building B-008
Project Files - RESIDENTIAL
(includes building permits / plans,
geotechnical / soils reports, energy
calculations, structural plans,
structural calculations)
When No
Longer
Required +
6 months
P P Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC
CBC §§ 1.8.4.3.1, 104.6 104.7
and 107.5; H&S §19850; GC
§34090
Building B-011 Uniform Building Codes / California
Building Code / UBC, UPC, etc.

When
Superseded
When
Superseded
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
No
GC §50022.6
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 50
Ver. 11.0 RECORDS RETENTION SCHEDULE: CITY ATTORNEY Page CA-1 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

CITY ATTORNEY
City
Attorney CA-001 Closed Session Materials Minimum 2 years Minimum 2
years
Mag,
Mfr,
OD, Ppr
S / I Yes: After

QC & OD
Some material may be required
for reference, depending upon
subject; GC §34090
City
Attorney CA-002 Escrow
Termination
of Escrow +
2 years
Termination
of Escrow +
2 years
Mag,
Mfr,
OD, Ppr
S / I Yes: After

QC & OD
Some escrows may not "close"
successfully; GC §34090
City
Attorney CA-003 Lawsuits, Litigation, Pending
Litigation - Adults
Settle + 5
years
Settle + 5
years
Yes: Until
Settlement
Mag,
Mfr,
OD,
Ppr
S / I
Yes: After

QC & OD
Settled
Claim must be filed within 1 year,
lawsuit within 2 years; complaints
against peace officers within 5
years; Statute of Limitations for
contracts is 4 years; wrongful
death for construction is
completion + 5 years; CCP §§
337 et seq.; GC §§ 34090,
34090.6; PC §832.5(b)
City
Attorney CA-004 Lawsuits, Litigation, Pending
Litigation - Juveniles
Age of
Majority -
Minimum
Settle + 5
years
Age of
Majority -
Minimum
Settle + 5
years
Yes: Until
Settlement
Mag,
Mfr,
OD,
Ppr
S / I
Yes: After

QC & OD
Settled
Finance maintains settlement
records; Juveniles may have
additional legal recourses; CCP
§§ 337 et seq.; GC §§ 34090,
34090.6; PC §832.5(b)
CITY OF SAN CARLOS, CA. ©2001 - 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 51
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-1 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

CITY CLERK
City Clerk CC-001
Agenda Packets / Supplemental
Materials:

City Council, Redevelopment,
Successor Agency, Oversight
Board
2 years P P
Mag, Mfr,
OD, Ppr S / I
Yes: After
QC & OD 2
years
Department Preference;
Originating Departments maintain
original documents for the legal
retention periods; GC §34090.7
City Clerk CC-002
Agreements / Contracts ALL
Includes Franchises, JPAs,
Leases, MOUs, all contracts /
agreements (except for class
instructors / entertainers)
Completion
+ 2 years P P
Yes:

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

QC & OD
When
Inactive
Department Preference; All
infrastructure, JPAs, & Mutual Aid
contracts are permanent for
emergency preparedness; Statute
of Limitations is 4 years; 10 years
for Errors & Omissions; land
records are permanent by law;
CCP §§337. 337.1(a), 337.15,
343; GC §34090, Contractor has
retention requirements in 48 CFR

4.703
City Clerk CC-003
Recordings - AUDIO
RECORDINGS of Council
Meetings / Audio Tapes
30 days, or
After
Minutes are
Approved,
Whichever is
Longer
30 days, or
After
Minutes are
Approved,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (only
required for 30 days); GC
§54953.5(b)
City Clerk CC-004
Boards, Commissions /
Committees - APPLICATIONS:

APPOINTED
Duration of
Office + 4
years
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Statute of Limitations: Public
official misconduct is discovery of
offense + 4 years; GC §34090; PC
§§801.5, 803©
City Clerk CC-005
Boards, Commissions /
Committees - APPLICATIONS:

UNSUCCESSFUL
2 years 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 52
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-2 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk CC-006
Bonds, Subdivision Agreements /
Securities (Development /
Performance Bonds)
Release of
Bond
Release of
Bond
Yes:

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

QC & OD
No
Securities (Performance Bonds,
Letters of Credit, CD's, etc.) are
released after the Notice of
Completion is issued and replaced
with the Warranty Bond, which is
released 1 year after the Notice of
Completion date. These are
financial instruments, and
therefore are exempt from the 2
year requirement for municipal
records; GC §34090
City Clerk CC-007
COIs / Certificate of Insurance /
Insurance Certificates - that
can't be matched to an
agreement / contract but vendor
may be doing business with the
City
2 years 9 years 11 years
Yes:

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

QC & OD
When
Inactive
Longest Statute of Limitations is
10 years; Conforms with
Agreement Retention; statewide
guidelines propose permanent;
CCP §337 et seq.; GC §34090
City Clerk CC-008 Chronological History of Mayors /
City Council 2 years P P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Historical Value; GC §34090 City Clerk CC-008.5 City Hall Visit Liability Waiver 2 years 2 years Mag, Mfr, OD, Ppr S / I
Yes: After

QC & OD
No
GC §34090
City Clerk CC-009
City History, Historical Records
(e.g. Incorporation, City Seal,
etc.)
P P
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
No
City Clerk determines historical
significance; records can address
a variety of subjects and media.

Some media (e.g. audio and video
tape) may be limited because of
the media's life expectancy; GC
§34090
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 53
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-3 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk CC-010
City Land / Property: Deeds,
Abandonments, Easements,
Restrictive Covenants,
Vacations, etc.,
2 years P P
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
No
City Clerk determines historical
significance; GC §34090
City Clerk CC-011
Economic Interest Filings (FPPC
700 Series Forms - Statement of
Economic Interests):

ELECTRONICALLY FILED
10 years 10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC
Department preference; Only
Campaign Statements filed
electronically are required for 10
years; City maintains copies only;
original statements are filed with
FPPC; GC §81009(f)(g); GC
§84615
City Clerk CC-012
Economic Interest Filings (FPPC
700 Series Forms - Statement of
Economic Interests):

DESIGNATED EMPLOYEES /
CONSULTANTS (specified in
the City's Conflict of Interest
code)
7 years 7 years Mag, Mfr,
OD, Ppr S / I
Yes: After
QC 2
years
City maintains original statements;
GC §81009(e)&(g)
City Clerk CC-013
Economic Interest Filings (FPPC
700 Series Forms - Statement of
Economic Interests): 87200

FILERS - PUBLIC OFFICIALS
(elected / not elected. Includes
City Council Members, Planning
Commission Members, City
Manager, City Treasurer / City
Attorney)
4 years 4 years Mag, Mfr,
OD, Ppr S / I
Yes: After
QC 2
years
Department Preference; as of
January 1, 2025, the FPPC is the
Filing Officer for 87200 filers; City
maintains copies only; original
statements are filed with FPPC;
GC §81009(f)&(g)
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 54
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-4 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk CC-014 FPPC Form 801 (Gift to Agency
Report) 7 years 7 years Mag, Mfr, OD, Ppr S / I
Yes: After
QC 2
years
Must post on website; GC
§81009(e)&(g)
City Clerk CC-015 FPPC Form 802 (Tickets
Provided by Agency Report) 7 years 7 years Mag, Mfr, OD, Ppr S / I Yes: After
QC 2
years
Must post on website for 4 years;
GC §81009€&(g)
City Clerk CC-016 FPPC Form 803 (Behested
Payment Report) 7 years 7 years Mag, Mfr, OD, Ppr S / I Yes: After
QC 2
years
GC §81009(e)&(g)
City Clerk CC-017 FPPC Form 804 (Agenda Report
of New Positions) 7 years P P
Mag, Mfr,
OD, Ppr S / I
Yes: After
QC 2
years
Must be retained same period of
time as the Conflict of Interest
Code, which is adopted by
Resolution; 2 CCR 18734(c)
City Clerk CC-018 FPPC Form 805 (Agency Report
of Consultants) 7 years P P
Mag, Mfr,
OD, Ppr S / I
Yes: After
QC 2
years
Must be retained same period of
time as the Conflict of Interest
Code, which is adopted by
Resolution; 2 CCR 18734(c)
City Clerk CC-019 FPPC Form 806 (Agency Report
of Public Official Appointments) 7 years 7 years Mag, Mfr, OD, Ppr S / I Yes: After
QC 2
years
Must post on website; 2 CCR
18702.5(b)(3); GC §34090; GC
§81009(e)

CITY CLERK / ELECTIONS - CONSOLIDATED
City Clerk /
Elections CC-022
Campaign Filings (FPPC 400
Series Forms / Form 501):

UNSUCCESSFUL

CANDIDATES
Includes Unsuccessful
Candidates Without Committees
that Don't File Electronically
5 years 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC
Candidates without committees
are not required to file their
statements, reports or copies
online or electronically; Paper
must be retained for at least 2
years; GC §81009(b)&(g); GC
§84615
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 55
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-5 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk /
Elections CC-022.1
Campaign Filings Disclosure
Statements (FPPC 400 Series
Forms, 501 Form):

UNSUCCESSFUL

CANDIDATES,

ELECTRONICALLY FILED -
WITH / WITHOUT Committees
10 years 10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC
Statements filed electronically are
required for 10 years; GC
§81009(b)&(g); GC §84615
City Clerk /
Elections CC-023
Campaign Filings (FPPC 400
Series Forms / Form 501):

SUCCESSFUL CANDIDATES
(Elected Officials)
Regardless of filed electronically
or hardcopy.

All, whether filed electronically /
not
2 years P P
Mfr, OD,
Ppr S / I
Yes: After
QC 2
years
Department Preference; as of
January 1, 2025, the FPPC is the
Filing Officer for 87200 filers; City
maintains copies only; original
statements are filed with FPPC;
GC §81009(f)&(g)
City Clerk /
Elections CC-020
Campaign Filings (FPPC 400
Series Forms): OTHER
COMMITTEES (PACS - not
candidate-controlled)
7 years 7 years Mfr, OD,
Ppr S / I
Yes: After
QC 2
years
Paper must be retained for at least
2 years; GC §81009(c)&(g)
City Clerk /
Elections CC-021
Campaign Filings (FPPC 400
Series Forms): THOSE NOT

REQUIRED TO FILE ORIGINAL
WITH CITY CLERK (copies)
4 years 4 years Mfr, OD,
Ppr S / I
Yes: After
QC 2
years
Paper must be retained for at least
2 years; GC §81009(f)&(g)
City Clerk /
Elections CC-039
Elections - Assessment District
Ballots / Protests - Prop. 218
proceedings / Notices
2 years 2 years Ppr GC §53753(e)(2), 53755(d)
City Clerk /
Elections CC-024
Elections - Candidate
Statements (to be printed in the
sample ballot)
5 years 5 years Mag, Mfr,
OD, Ppr S / M / I No
Department Preference
(maintained in Candidate File); GC
§ 34090
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 56
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-6 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk /
Elections CC-025 Elections - Certificates of Election
Duration of
Office + 4
years
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr S No
Department Preference; No
specific legal requirement; GC §
34090
City Clerk /
Elections CC-026
Elections - GENERAL,

WORKING / ADMINISTRATION
Files (Correspondence,
Applications for vacancies on the
Council, Precinct Workers,
County Election Services, etc.)
2 years 2 years Mag, Ppr Used for a model for the next
election, GC §34090
City Clerk /
Elections CC-027
Elections - HISTORICAL File
(Sample ballot, copies of
Resolutions - calling the election,
canvass, etc., election summary)
8 years P P
Mag, Mfr,
OD, Ppr S No Retained for Historical Value, GC §34090
City Clerk /
Elections CC-028 Elections - Nomination Papers: SUCCESSFUL CANDIDATES Duration of
Office + 4
years
Duration of
Office + 4
years
Mag, Mfr,
OD, Ppr
Department Preference; CA law
states term of office and 4 years
after the expiration of term for
Nomination Papers; EC §17100
City Clerk /
Elections CC-029
Elections - Nomination Papers:

UNSUCCESSFUL

CANDIDATES
Election + 4
years
Election + 4
years
Mag, Mfr,
OD, Ppr
Department Preference; CA law
states term of office and 4 years
after the expiration of term for
Nomination Papers; EC §17100
City Clerk /
Elections CC-030.1
Elections - Petitions (Initiative,
Recall / Referendum) - IF
INSUFFICIENT - IF Examined
by Proponents
Final
Examination
+ 1 year
after petition
examination
Final
Examination
+ 1 year
after petition
examination
Ppr
Not accessible to the public; The 8
month retention applies after
election results, or final
examination if no election, unless
there is a legal or FPPC
proceeding. EC §§17200(b)(3),
17400
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 57
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-7 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk /
Elections CC-030.2
Elections - Petitions (Initiative,
Recall / Referendum) - IF

INSUFFICIENT - NOT
Examined by Proponents
Final
Examination
+ 1 year
after petition
examination
Determinatio
n of
Insufficiency
+ 8 months
Ppr
Not accessible to the public; The 8
month retention applies after the
City Clerk makes the
determination of insufficiency /
examines the petitions. unless
there is a legal or FPPC
proceeding. EC §§17200(b)(3),
17400
City Clerk /
Elections CC-030.3
Elections - Petitions (Initiative,
Recall / Referendum) - IF

SUFFICIENT
Results + 8
months
Results + 8
months Ppr
Not accessible to the public; The 8
month retention applies after
election results, or final
examination if no election, unless
there is a legal or FPPC
proceeding. EC §§17200(b)(3),
17400
City Clerk CC-030 Elections - Petitions (Initiative,
Recall / Referendum)
Results + 8
months or
Final
Examination
if No
Election + 1
year after
petition
examination
if petition is
insufficient
Results + 8
months or
Final
Examination
if No
Election + 1
year after
petition
examination
if petition is
insufficient
Ppr
Not accessible to the public; The 8
month retention applies after
election results, or final
examination if no election, unless
there is a legal or FPPC
proceeding. EC §§17200(b)(3),
17400
(End of Elections Section)
City Clerk CC-032
Ethics Training Certificates for
City Council / Designated
Commissions / Employees
Separation +
5 years
Separation +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
GC §53235.2(b); 53237.2(b);
53238.3(b), GC §53237.2(b) LC
§1198.5
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 58
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-8 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk CC-033
Minutes: City Council,
Redevelopment, Successor
Agency, Oversight Board, etc.
2 years P P Yes (all) Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
No
GC §34090
City Clerk CC-034 Municipal Code Administration,
Distribution, etc.

When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Preliminary drafts; GC § 34090 City Clerk CC-035 Municipal Code / History File
(always retain 1 supplement) P P
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
No
GC §34090
City Clerk CC-036
Oaths of Office - City Council,
Boards, Commissions /
Committees
Separation +
6 years
Separation +
6 years
Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
When
Inactive
Statute of Limitations: Public
official misconduct is discovery of
offense + 4 years, retirement
benefits is 6 years from last action;
GC §§36507, 34090; PC §§801.5,
803(c); 29 USC 1113
City Clerk CC-037 Ordinances P P Yes (all) Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
No
GC §34090 et. seq.

City Clerk CC-038
Petitions (submitted to Council
on any subject - Dog Parks,
Parking, Traffic Calming, etc.)
See Elections for Initiative,
Recall / Referendum Petitions
1 year 1 year Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Law requires 1 year for petitions;
GC §50115
City Clerk CC-039 Proclamations / Commendations
/ Memoriums 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC § 34090 City Clerk CC-040 Proof of Publication (all subjects) 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Statute of Limitations for some
Municipal Government actions is 3
- 6 months; CCP§335 337 et seq;
GC §§34090, 65009(c)(1)
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 59
Ver. 32.0 RECORDS RETENTION SCHEDULE: CITY CLERK Page CC-9 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

City Clerk CC-041 Records Destruction
Authorization Forms 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et. seq.

City Clerk CC-041.1
Redistricting Web Page / District
Boundary Web Page (Map,
Redistricting Process, Agendas,
Calendars, Notice, etc.)
10 years 10 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
EC §21160(i) 21608(g); GC
§34090
City Clerk CC-042
Resolutions - City Council,
Redevelopment, Successor
Agency, Oversight Board
P P Yes (all) Mag, Mfr,
OD, Ppr S / I
Yes: After

QC & OD
No
GC §34090 et. seq.

City Clerk CC-043
Secretary of State Statement of
Facts / Registry of Public
Agencies
2 years 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

City Clerk CC-044 Vehicle Title ("Pink Slips")
Upon
Disposal of
Vehicle
Upon
Disposal of
Vehicle
Mag, Mfr,
OD, Ppr S / I Provided to new owner; GC §34090
City Clerk CC-045
Recordings - VIDEO
RECORDINGS of Council
meetings / Video Tapes
20 years 20 years (Mag) Department Preference; Legally
required for 90 days; GC §34090.7
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 60
Ver. 17.0 RECORDS RETENTION SCHEDULE: CITY MANAGER Page CM-1 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

CITY MANAGER
City
Manager CM-001 Administrative Files (Includes Travel) 2 years 2 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
City
Manager CM-003 Association Records (ICMA, National League of Cities, etc.) When No
Longer
Required
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Non-records; GC §34090.7
City
Manager CM-004 Awards: Received for City Programs
Minimum 2
years P
Minimum 2
years P
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 2
years
Department Preference for
Historical Significance; GC
§34090
City
Manager CM-005 Citizen's Inquiries, Communications, Logs / Resolutions 23 years 23 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Consistent with operational
complaints; Statute of Limitations
for personal property, fraud, etc.
is 3 years; Claims must be filed in
6 months; CCP §§338 et seq.,
340 et seq., 342, GC §34090
City
Manager CM-006 Council Newsletter 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
City
Manager CM-007 Employee Suggestions 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
City
Manager CM-008 Internal Studies / Reports Minimum 2 years Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
City
Manager CM-009 Projects (projects will vary over time - e.g. Hotels, etc.) Minimum 2
years
Minimum 2
years
Yes: While
Active
Issues
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 61

RECORDS RETENTION SCHEDULE - HOUSING AND ECONOMIC DEVELOPMENT (Redevelopment / Successor Agency)
Ver. 13.0 Page HS/ED-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

HOUSING AND ECONOMIC DEVELOPMENT / HOUSING
Hous. &
Econ.

Dev./
Housing
H&R-001
Applications for Loans: Rejected
(First Time Home Buyers,
Life/Safety, etc.)
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; Federal
regulations require 3 6 years for
all ineligible applications whether
approved or denied; 24 CFR §
982.158(f)(2); GC §34090 et seq.

City Clerk H&R-002 Bond Issues
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Originals are maintained by City
Manager; GC §34090.7
Hous. &
Econ.

Dev./
Housing
H&R-003
Housing Plans: Consolidated Annual
Performance and Evaluation Review
(CAPER) / Comprehensive Housing
Affordability Strategy (CHAS) /
Consolidated Action Plan / Analysis
of Impediments to Fair Housing
Choices / Citizen Participation Plan /
Action Plans, etc.

Expiration
of Plan + 5
years
Expiration
of Plan + 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
24 CFR 91.105(h); 24 CFR

92.508(a); GC §34090
Hous. &
Econ.

Dev./
Housing
H&R-004 Housing Developments
Project
Completion
+ 5 years
Life of
Project Area
Life of
Project Area
Yes:

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

After QC
& OD
No
Department Preference; GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 62

RECORDS RETENTION SCHEDULE - HOUSING AND ECONOMIC DEVELOPMENT (Redevelopment / Successor Agency)
Ver. 13.0 Page HS/ED-2
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Hous. &
Econ.

Dev./
Housing
H&R-005 Housing Programs: Grants 5 years
After
Funding
Agency
Audit, if
Required -
Minimum 5
years
After
Funding
Agency
Audit, if
required -
Minimum 5
years

Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Uniform Admin. Requirements for
Grants to Local Governments is 3
years from expenditure report;
HUD requires 3 years; statewide
guidelines propose 4 years; HUD
2228.2 rev-3, 2; 2 CFR 200.334;
24 CFR 92.508(a)&(c) &
570.502(a)(16), 982.158,
884.214; 29 CFR 97.42, GC
§34090
Hous. &
Econ.

Dev./
Housing
H&R-006 Housing Programs: Loans (First
Time Home Buyers, Life/Safety, etc.)
Loan Payoff + 5 yearsLoan Payoff + 5 yearsMag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Consistent with Consolidated Plan
Requirements; Required for 3-4
years from expenditure or
performance report; 2 CFR
200.334; 24 CFR 92.508(a)&(c) &
570.502(a)(16), 982.158,
884.214; 29 CFR 97.42, GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 63

RECORDS RETENTION SCHEDULE - HOUSING AND ECONOMIC DEVELOPMENT (Redevelopment / Successor Agency)
Ver. 13.0 Page HS/ED-3
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Hous. &
Econ.

Dev./
Housing
H&R-019
Housing Projects / Services - NO

RECAPTURE / RESALE
RESTRICTIONS (Compliance
Monitoring)
2 years 3 years 5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
HUD requires 5 years after the
project completion; documents
imposing recapture / resale
restrictions are 5 years after the
affordability period terminates;
Uniform Admin. Requirements for
Grants to Local Governments is 3
years from expenditure report; 2
CFR 200.334; 24 CFR

92.508(a)&(c) & 570.502(a)(16),
982.158, 884.214; 29 CFR 97.42,
GC §34090
Hous. &
Econ.

Dev./
Housing
H&R-020
Housing Projects / Services - WITH

RECAPTURE / RESALE
RESTRICTIONS (Compliance
Monitoring).
2 years
5 years
After the
Affordability
Period
Terminates,
or the
Written
Agreement
Terminates,
Whichever
is Longer
5 years
After the
Affordability
Period
Terminates,
or the
Written
Agreement
Terminates,
Whichever
is Longer
Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I
Yes:

92.508(a)&(c) & 570.502(a)(16),
982.158, 884.214; 29 CFR 97.42,
GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 64

RECORDS RETENTION SCHEDULE - HOUSING AND ECONOMIC DEVELOPMENT (Redevelopment / Successor Agency)
Ver. 13.0 Page HS/ED-4
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Hous. &
Econ.

Dev./
Housing
H&R-021 Housing - Loan Applications: Not
Funded 2 years 2 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Hous. &
Econ.

Dev./
Housing
H&R-021.5
Preliminary Application Form
(required for a housing development
project that includes residential
units; form is provided by California
Department of Housing / Community
Development
5 years 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Various benchmarks are placed
using the number of residential
dwelling units on the project site
within the last five years; GC
§§34090, 66300.

Hous. &
Econ.

Dev./
Housing
H&R-007 Real Estate Appraisal Reports:

Property NOT purchased 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Not accessible to the public; GC
§§34090; 7928.705
Hous. &
Econ.

Dev./
Housing
H&R-008 Real Estate Appraisal Reports:

Purchased Property 2 years 3 years 5 years
Yes:

Before
Purchase
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Not accessible to the public until
purchase has been completed;
meets municipal government
auditing standards; GC §§34090,
7928.705

HOUSING AND ECONOMIC DEVELOPMENT / FORMER REDEVELOPMENT / SUCCESSOR AGENCY / OVERSIGHT BOARD City Clerk H&R-009 Bond Issues
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Originals are maintained by City
Manager; GC §34090.7
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-010
Economic Development (Issues /
projects will vary over time - e.g.

Proposed Hotels, etc.)
Minimum 2
years
Minimum 2
years
Yes:

While
Active
Issues
Mag, Mfr,
OD, Ppr S / I
Yes:

9.e
March 23, 2026 Packet Pg. 65

RECORDS RETENTION SCHEDULE - HOUSING AND ECONOMIC DEVELOPMENT (Redevelopment / Successor Agency)
Ver. 13.0 Page HS/ED-5
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Planning H&R-011
Environmental Determinations
(Environmental Impact Reports
(EIRs), Negative Declarations, etc.)
Inside City boundaries
When No
Longer
Required
When No
Longer
Required
Yes: Until
Project
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Planning is OFR; Final EIRs are
required to be kept a "reasonable
period of time"; 14 Cal Code Regs
§15095(c); GC §34090.7
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-012
Environmental Determinations
(Environmental Impact Reports
(EIRs), Negative Declarations, etc.)
Outside City boundaries
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Non-records
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-013 Real Estate Appraisal Reports:

Property NOT purchased 2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Not accessible to the public; GC
§§34090; 7928.705
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-014 Real Estate Appraisal Reports:

Purchased Property 2 years 3 years 5 years
Yes:

Before
Purchase
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Not accessible to the public until
purchase has been completed;
meets municipal government
auditing standards; GC §§34090;
7928.705
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-015.2
Redevelopment Projects / Project
Areas
(Ensure Planning has all
Environmental Documents,
Engineering has all CIP Projects, /
City Clerk has all Real Property
records for Permanent retention)
Completion
+ 10 years
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 66

RECORDS RETENTION SCHEDULE - HOUSING AND ECONOMIC DEVELOPMENT (Redevelopment / Successor Agency)
Ver. 13.0 Page HS/ED-6
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Engineeri
ng
H&R-015.3
Redevelopment Projects / Project
Areas
CIP Projects built by
Redevelopment Agency, if any
Send to
Engineering
Send to
Engineering
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; GC
§34090
Planning H&R-015.4
Redevelopment Projects / Project
Areas
Environmental Documents /
CEQA Permits, EIRs, Categorical
Exemptions, Negative
Declarations, etc.

Send to
Planning
Send to
Planning
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; GC
§34090
City Clerk H&R-015.5
Redevelopment Projects / Project
Areas
Real Property: Deeds,
Easements, Rights of Way
Send to City
Clerk
Send to City
Clerk
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; GC
§34090
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-016 Relocation Files Settle + 1
year
Settle + 4
years
Settle + 5
years
Yes: Until
Settlement
Mag, Mfr,
OD, Ppr S / I
Yes:

After
Inactive
Consistent with Claims; CCP §§
337 et seq.; GC §§ 945, 34090,
34090.6; PC §832.5
Hous. &
Econ.

Dev. /
Former
Redev.

H&R-017 Site Clearance / Soils Remediation /
Mitigation
When No
Longer
Required
When No
Longer
Required
Yes:

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

After QC
& OD
No
Copies; GC §34090.7
Finance H&R-018
Statement of Indebtedness / Annual
Report to State / State Controllers
Report
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Copies; GC §34090.7
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 67
RECORDS RETENTION SCHEDULE: PARKS AND RECREATION
(Administration)
Ver. 23.0 Page PR-1
Office
of
Record
Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

PARKS AND RECREATION / ADMINISTRATION
Parks &
Rec. /
Admin.

PR-001
Block Party Permits (Includes
Alcohol Use Permit / Insurance
Certificates)
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Admin.

PR-001.1
Correspondence / Staff Notes
regarding CEQA / other
Environmental Determinations
where Parks / Recreation is the
Lead
(Environmental Determinations:

Environmental Impact Reports
(EIRs), Negative Declarations,
Categorical Exceptions, etc.) /

CEQA / NEPA)
Project
Approval or
Denial + 2
years
Project
Approval or
Denial + 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

PR-002
Donations / Letters acknowledging
donation / Donation requests to
Foundations (to Youth Center,
Senior Center, etc.)
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Retained during annual Audit; GC
§34090
Parks &
Rec. /
Admin.

PR-003
Friends of the San Carlos Senior
Center / Parks / Recreation
Foundation, Youth Center
Foundation: All records except
Minutes
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Non-records; GC §34090 et seq.

CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 68
RECORDS RETENTION SCHEDULE: PARKS AND RECREATION
(Administration)
Ver. 23.0 Page PR-2
Office
of
Record
Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Parks &
Rec. /
Admin.

PR-004
Friends of the San Carlos Senior
Center / Parks / Recreation
Foundation, Youth Center
Foundation: Minutes
P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; Nonrecords; GC §34090 et seq.

Parks &
Rec. /
Admin.

PR-005
Landscape Architect / Plans (Blue
Line Copies): City / City-maintained
Projects
P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
No
Department Preference; GC
§34090
Parks &
Rec. /
Admin.

PR-006 Master Plans: Parks, Facilities /
Open Space P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
For Historical Purposes; Projects
are transferred from Public Works
upon project completion; GC §
34090
Parks &
Rec. /
Admin.

PR-007 Memorial Benches, Bricks / Trees
(donor / location) P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference for
Historical Value; GC §34090
Parks &
Rec. /
Admin.

PR-008 Petitions 2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Admin.

PR-009
Projects / Facilities - Parks:

INFRASTRUCTURE Final
Specifications, EIRs / Negative
Declarations, / Plans (Buildings,
Improvement Plans, Park
Improvements, etc.)
Where Parks / Recreation is the
Lead
Completion
+ 5 years P P Yes (all) Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD 1
year
CBC §§ 1.8.4.3.1, 104.6 104.7
and 107.5; H&S §19850; GC
§34090
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 69
RECORDS RETENTION SCHEDULE: PARKS AND RECREATION
(Administration)
Ver. 23.0 Page PR-3
Office
of
Record
Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Parks &
Rec. /
Admin.

PR-010
Projects / Facilities - Parks: NONINFRASTRUCTURE Final Specifications / Plans (Re-Surfacing,
Re-Turfing, Maintenance, etc.).

Where Parks / Recreation is the
Lead
Completion
+ 5 years
Completion
+ 5 years
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Transferred from Public Works
upon project completion;
Consistent with Agreement /
Contract Administration; CCP
§§337. 337.1(a), 337.15, GC
§34090
Parks &
Rec. /
Admin.

PR-011 Strategic Plan / Master Plan for
Department Services
When
Superseded P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
For Historical Purposes;
Transferred from Public Works
upon project completion; GC §
34090

PARKS AND RECREATION / RECREATION
Parks &
Rec. /
Recreatio
n
PR-012 Agreements for Contractors: Class
Instructors etc.

Completion
+ 2 years 3 years Completion + 5 years
Yes: Until
Completion
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Consistent with City-wide
standards; CCP §§337. 337.1(a),
337.15, GC §34090
Parks &
Rec. /
Recreatio
n
PR-013
Class Registration Forms - City
Sponsored Activities (includes
sports programs / Fee Assistance
Applications)
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Recreatio
n
PR-014
Coaches Clearances / NAYS
Certification (National Athletic Youth
Society - Certification that Coaches
have attended a certification clinic)
P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department Preference (statute of
limitations for public official
misconduct is 4 years); GC
§34090, CCP §§337, 343
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 70
RECORDS RETENTION SCHEDULE: PARKS AND RECREATION
(Administration)
Ver. 23.0 Page PR-4
Office
of
Record
Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Parks &
Rec. /
Recreatio
n
PR-015
Emergency Contact Authorization
Forms (Given to site provider -
Coach, Instructor, etc.)
2 years 2 years
Yes:

During
Class or
Program
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Recreatio
n
PR-016
Field Permit Contracts, Facility
Renewal Requests / Use Permits
(Banners, Schools, Room
Reservations, Club House Rentals,
Park Use / Rentals, etc.)
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
GC §34090
Parks &
Rec. /
Recreatio
n
PR-017
First Aid / Minor Incident / Stolen
Property Reports / Adult Sports
League Injury Reports
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Other incident reports are sent to
Risk Management; GC §34090,
Parks &
Rec. /
Recreatio
n
PR-018
Insurance Policies Issued to
Organizations conducting activities
on City Property
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Recreatio
n
PR-019 Liability Waiver for Recreation
Activities / Classes 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Recreatio
n
PR-020 Programs (Senior Center, Special
Needs, Youth Center, etc.) 2 years 2 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Recreatio
n
PR-021 Recreation Registration Database
Indefinite -
Minimum 2
years
Indefinite -
Minimum 2
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Data Fields / Records are
interrelated; GC §34090
CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 71
RECORDS RETENTION SCHEDULE: PARKS AND RECREATION
(Administration)
Ver. 23.0 Page PR-5
Office
of
Record
Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Parks &
Rec. /
Recreatio
n
PR-022
Rental Contracts / Room Rentals
(Includes Alcohol Use Permit /
Insurance Certificates)
2 years 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Parks &
Rec. /
Recreatio
n
PR-023
Sports League Rosters / Team
Rosters, Scoresheets, Sign-in
Sheets, Drop-in Sheets
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Preliminary Drafts (Content Not
Substantive) or Non-records; GC
§34090 et seq.

CITY OF SAN CARLOS, CA. ©2001- 2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 72
Ver. 26.0 RECORDS RETENTION SCHEDULE - PLANNING Page PL-1 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

PLANNING
Planning PL-001 Alcoholic Beverage License
Application Copies / Notices
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Non-records
City Clerk PL-002 Annexation / Deannexation Files 5 years P P Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
No
Department Preference; City
Manager is OFR; GC §34090.7
Planning PL-003 Assessor Parcel Information When
Superseded
When
Superseded
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Planning PL-004
Bay Area Conservation
Development Commission
Agreements (BCDC)
2 years P P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Land Records; GC§ 34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 73
Ver. 26.0 RECORDS RETENTION SCHEDULE - PLANNING Page PL-2 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Planning PL-005
Entitlement / Project Files
(Includes Associated Plans,
Environmental Determinations /
Maps)
2 years P P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Projects have a 3 year vesting
(applicant must pull permit within
3 years) -- those applications in
which the applicant does not
follow through with permit may be
destroyed after the vesting period
has expired. Some permits must
obtain Council approval, and
therefore the City Manager
becomes office of record for
material presented to Council;
Department maintains complete
files for administrative purposes;
GC§§34090, 34090.7
Planning PL-005.5 Planning Project Files - Cancelled /
Expired / Withdrawn
Minimum
Cancellation
, Expiration
or
Withdrawal
+ 2 years
Minimum
Cancellation
, Expiration
or
Withdrawal
+ 2 years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference;
Preliminary drafts not retained in
the ordinary course of business;
GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 74
Ver. 26.0 RECORDS RETENTION SCHEDULE - PLANNING Page PL-3 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Planning PL-006
Correspondence / Staff Notes
regarding CEQA / other
Environmental Determinations
where Planning is the Lead
(Environmental Determinations:

Environmental Impact Reports
(EIRs), Negative Declarations,
Categorical Exceptions, etc.) /

CEQA / NEPA)
Project
Approval or
Denial + 2
years
Project
Approval or
Denial + 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Not all internal communications
and notes are required to be
saved; "emails that do not provide
insight into the project or the
agency’s CEQA compliance with
respect to the project — are not
within the scope of section
21167.6, subdivision (e) and need
not be retained." Golden Door
Properties, LLC v. Superior Court
of San Diego County (2020) 53
Cal.App.5th 733; PRC 21167,6;
GC §34090
Planning PL-006.1
Environmental Determinations
(Environmental Impact Reports
(EIRs), Negative Declarations, etc.)
Outside City boundaries
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Non-records;
Planning PL-007 General Plan, General Plan
Elements, Amendments P P Yes (all) Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
After
Amended
Department Preference GC
§34090
Planning PL-008 Historical Landmarks (Local, State, /
National Registers) 5 years P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 75
Ver. 26.0 RECORDS RETENTION SCHEDULE - PLANNING Page PL-4 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Planning PL-009 Land Use Studies 5 years P P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 1
year
Department preference; GC
§34090
Planning PL-010 Master Plans 2 years P P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Department Preference (Council
Approves, therefore City Manager
is OFR); GC§ 34090.7
Planning PL-011 NPDES Reports 3 years 3 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
Monitoring records required for 3
years; 40 CFR §§122.21, 122.41
Planning PL-011.5
Planning Commission / Planning /
Transportation Commission /
Economic Development Advisory
Commission / Residential Design
Review Committee (AGENDA
PACKETS / Supplemental
Materials)
P P
Yes:

Depending
Upon
Subject
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; GC
§34090
Planning PL-012
Planning Commission / Planning /
Transportation Commission /
Economic Development Advisory
Commission / Residential Design
Review Committee (MINUTES)
P P
Yes:

Depending
Upon
Subject
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 2
years
See City-wide schedule for all
others; GC §34090
Planning PL-013 Planning Commission
(RESOLUTIONS) P P
Yes:

Depending
Upon
Subject
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD 2
years
See City-wide schedule for all
others; GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 76
Ver. 26.0 RECORDS RETENTION SCHEDULE - PLANNING Page PL-5 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Planning PL-014
Economic Development Advisory
Commission: Recordings- AUDIO
RECORDINGS of Meetings / Audio
Tapes
30 days, or
After
Minutes are
Approved,
Whichever
is Longer
30 days, or
After
Minutes are
Approved,
Whichever
is Longer
(Mag) Department preference; GC
§54953.5(b)
Planning PL-015
Planning Commission / Planning /
Transportation Commission:

Recordings - VIDEO RECORDINGS
of Meetings / Video Tapes
20 years 20 years (Mag) Department Preference; Legally
required for 90 days; GC §34090.7
Lead
Dept. PL-016
Preliminary Studies / Project
Assessments / Pre-Applications
(Private Projects) - NOT Pursued
2 years 8 years 10 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; projects
must be pursued in 2 years; GC
§34090
Lead
Dept. PL-016.1
Preliminary Studies / Project
Assessments / Pre-Applications
(Private Projects) - ARE Pursued
When No
Longer
Required
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
If an Application for the project is
received, the Preliminary or PreApplication becomes a draft ; GC §34090
Planning PL-017 Seasonal Sale Lots (Pumpkin, Tree
lots) 2 years 2 years Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
GC §34090
Planning PL-018 Specific Plans 5 years P P Yes (all) Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
Department Preference (Copies);
City Manager Maintains originals
of all documents that were
presented to Council; GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 77
Ver. 26.0 RECORDS RETENTION SCHEDULE - PLANNING Page PL-6 Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper
after
Imaged
& QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder (e.g. last document + 2 years), since destruction is normally performed by file folder.

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

Planning PL-019 Tree Removal permits
Work
Completed
+ 23 years
Work
Completed
+ 23 years

Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Consistent with Work Orders and
Operational Complaints; CCP
§§338 et seq., 340 et seq., 342,
GC §34090
Planning PL-020 Zone Maps (History) P P Yes (all) Mag, Mfr, OD, Ppr S / I
Yes:

After QC
& OD
No
Department Preference; City
Manager Maintains originals of all
documents that were presented to
Council; GC §34090.7
Planning PL-021 Zoning Map Amendments 2 years P P
Yes: Until
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
When
Inactive
GC§ 34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 78
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-1
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

PUBLIC WORKS / ENGINEERING
Public
Works /
Engineering
PW-000
AB 939 Compliance / SB 1383
Compliance (Organic Waste
Collection / Recycling)
10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department preference; SB 1383
compliance is required for 5
years; 14 CCR § 18995.2; GC
§34090
City Clerk PW-001 Abandonments / Vacations P P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department Preference; GC
§34090.7
City Clerk PW-002 Annexations P P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department Preference; GC
§34090.7
City Clerk PW-003
Assessment District Projects (Maps,
Diagrams, Spreadsheets,
Improvement Plans - e.g. water,
sewer, undergrounding)
Termination
of District +
10 years
Termination
of District +
10 years
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department Preference; Statute
of Limitations is 4 - 10 years (for
Errors & Omissions); CCP
§§337. 337.1(a), 337.15, 343;
GC §34090.7
City Clerk PW-004 Easements Upon
Completion P P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department preference;
Infrastructure; GC §34090
Public
Works /
Engineering
PW-005
Encroachment Permits: Permanent
(Sidewalk, Driveway Approach, Curb
/ Gutter, Monitoring Well,
Waterway/Creeks, Reclaimed Water,
Access, Fence / Wall, Attachments,
Utility, Sanitary Sewer, Storm Drain,
Water, Swimming, Pool/Spa, etc.)
2 years P P
Yes: Until
Revocation
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
When
Inactive
Department preference; CCP §
337 et. Seq.; GC § 34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 79
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-2
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Public
Works /
Engineering
PW-006
Encroachment Permits: Temporary
(Oversized Load, Debris Box,
Awning, Banner, Construction
Trailer, Street Cut, Paving, etc.)
Expiration +
2 years
Expiration +
2 years
Yes: Until
Completion
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC § 34090
Public
Works /
Engineering
PW-007 Fees: Assessment Districts
Termination
of District +
5 years
Termination
of District +
5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Meets auditing standards; GC
§34090
Public
Works /
Engineering
PW-008 Fees: Sewer Service Charges,
Stormwater Fees 5 years 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Meets auditing standards; GC
§34090
Public
Works /
Engineering
PW-009 Flood Control / Disaster Files (e.g.
pump systems, CIP systems) P P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department preference; GC
§34090
Public
Works /
Plann.

PW-010
Maps, Plans / Drawings (ALL -
Drainage, Grading, Sewer,
Subdivision, Survey, Water, etc.)
Completion
+ 5 years P P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Drafts should be destroyed;
Some maps are also retained by
Planning; Selected maps are
retained in Public Works for
administrative purposes; GC
§34090, 34090.7
Public
Works /
Engineering
PW-011 Preliminary Studies / Project
Assessments (Not Acquired)
No Activity +
10 years
No Activity +
10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
When
Inactive
Department Preference; GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 80
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-3
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Parks &
Recreation PW-012 Projects: ALL PARKS
Transfer to
Parks &
Recreation
upon
Completion
Transfer to
Parks &
Recreation
upon
Completion
Yes (all)
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Parks & Recreation maintains
file; GC §34090
Public
Works /
Engineering
PW-013
Projects: INFRASTRUCTURE Final
Specifications / Plans (Buildings,
Improvement Plans, Park
Improvements, Right of Way,
Sewers, Street Widening, etc.)
Where Public Works is the Lead
Completion
+ 2 years P P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
CBC §§ 1.8.4.3.1, 104.6 104.7
and 107.5; H&S §19850; GC
§34090
Public
Works /
Engineering
PW-014
Projects: NON-INFRASTRUCTURE
Final Specifications / Plans (Curb
repairs, Microsurfacing, Repaving,
Street Paving, Tree Trimming, etc.).

Where Public Works is the Lead
Completion
+ 2 years 3 years Completion + 5 years
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
When
Inactive
Consistent with Agreement /
Contract Administration; CCP
§§337. 337.1(a), 337.15, GC
§34090
Public
Works /
Engineering
PW-015
Real Estate Acquired from the
County (Edison Park, Golden West /
Towne, etc.)
10 years P P
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
GC §34090 et. seq.

Public
Works /
Engineering
PW-016 School Information (Traffic Safety
Issues, etc.) 10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 81
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-4
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Public
Works /
Engineering
PW-017
Sewer System Management Plans
(SSMP) / Audits / Sanitary Spills
Overflow Prevention Plan (SSOPP) /
Sanitary Sewer Overflow Response
Plan
Superseded
+ 5 years
Superseded
+ 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; SSMPs
are required to be retained 5
years and updated every 6
years; SSOs are required for a
minimum of 5 years; 40 CFR
122.41(j)(2); SWRCB General
Order 2006-03; & 2022-0103-
DWQ; GC §34090
Public
Works /
Engineering
PW-018 Stormwater Monitoring Reports 3 years 3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
NPDES Monitoring records are
required for 3 years; 40 CFR
§§122.21, 122.41
Public
Works /
Engineering
PW-019
Stormwater Program: Unauthorized
Discharges / Violations / Spills /
SSOs (Sanitary Sewer Overflows)
Resolution +
5 years
Resolution +
5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
SSO's are Required for a
minimum of 5 years; SWRCB
Order 2022-0103-DWQ; 2002-
0103-DWQ & 2006-03; 40 CFR
122.41(j)(2); GC §34090
Public
Works /
Engineering
PW-020 Street Sweeping Reports (from BFI) 3 years 3 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
NPDES Monitoring records are
required for 3 years; 40 CFR
§§122.21, 122.41
City Clerk PW-021 Subdivisions Completion
+ 2 years P P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD 1
year
Department Preference (City
Manager is OFR); GC §34090.7
Public
Works /
Engineering
PW-022 Traffic Calming / Control Requests
(Stop signs, red curbs, etc.) 10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

9.e
March 23, 2026 Packet Pg. 82
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-5
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Public
Works /
Engineering
PW-023 Traffic Counts, Summaries, Reports 10 years 10 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090
Public
Works /
Engineering
PW-024 Traffic Signals / Signs (locations,
placement) P P
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090, CCP §337 et seq.

Public
Works /
Engineering
PW-025 Traffic Signals: Maintenance /
Timing 10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Covers all Statute of Limitations;
Department Preference; GC
§34090, CCP §337 et seq.

Public
Works /
Engineering
PW-026 Traffic Speed Surveys 15 years 15 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference (required
every 5 years, but can be
extended to 7 or 10 years); GC
§34090
Public
Works /
Engineering
PW-027 Underground Service Alerts (USA's) /
Dig Alerts -- City 3 years 3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; EPA
FAQs recommend Life of the
Tank; applies to both Tier I and
Tier II Tanks; (Tier II tanks are
required to have an integrity test
every 20 years); GC §34090
Public
Works /
Engineering
PW-028 Utility Block Maps When
Superseded
When
Superseded
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference (nonrecords)

PUBLIC WORKS / PARKS MAINTENANCE / BUILDING MAINTENANCE / CORPORATION YARD / GENERAL SERVICES CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 83
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-6
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Public
Works /
Parks /
Building
Maint.

PW-029 Asbestos Removal Projects Completion 30 years Completion + 30 years
Mag,
Mfr, OD,
Ppr
S/I
Yes:

When
Inactive
Claims can be made for 30 years
for toxic subst. exposure; 29
CFR 1627.3(b)(1)(ii), 8 CCR
§3204(d)(1) et seq., GC
§§12946, 12960, 34090
Public
Works /
Parks /
Building
Maint.

PW-030 Asset History (in Work Order System
- includes playground equipment)
Life of the
Asset
Life of the
Asset
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference for
historical data; GC §34090
Public
Works /
Parks /
Building
Maint.

PW-031 Backflow Tests 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; Meets
SWRCB, DDW requirements; 17
CCR 7605(f); GC §34090
Public
Works /
Parks /
Building
Maint.

PW-032 Daily Log / Call Outs 5 years 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090
Public
Works /
Parks /
Building
Maint.

PW-033 Daily Vehicle Inspections / Pre-trip
inspections 2 years 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
When
Inactive
13 CCR 1234(e); VC 34505.5(c);
49 CFR 396.11; GC §34090
Public
Works /
Parks /
Building
Maint.

PW-034 Park Water Usage History
When No
Longer
Required
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I
Yes:

9.e
March 23, 2026 Packet Pg. 84
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-7
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Public
Works /
Parks /
Building
Maint.

PW-035 Parks / Facilities - Historical Files P P
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090
Public
Works /
Parks /
Building
Maint.

PW-036 Pesticide / Herbicide Permits 2 years 3 years 5 years Mag,
Mfr, OD,
Ppr
S/I
Yes:

After QC
& OD
When
Inactive
Department Preference
(agricultural pesticide records
are required for 2 years); GC
§34090; 3 CCR 6623, 40 CFR
110.3(d) 40 CFR 171.11 et seq.

Public
Works /
Parks /
Building
Maint.

PW-037 Safety Inspections (playground
equipment, etc.)
Disposal of
Equipment +
2 years
Disposal of
Equipment +
2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Covers all statute of limitations;
OSHA requires 1 year; 8 Ca.

Code Reg. § 3203(b)(1); CCP
§337 et. Seq., GC §34090
Public
Works /
Parks /
Building
Maint.

PW-038 Scheduled Maintenance (Painting,
etc.) 10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; CCP
§§338 et seq., 340 et seq., 342,
GC §34090
Public
Works /
Parks /
Building
Maint.

PW-039
Vehicle Folders: Includes
Maintenance History, Accident
Reports, etc.

Disposal of
Vehicle + 4
years
Disposal of
Vehicle + 4
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Covers all statute of limitations;
CHP requires life of vehicle;
OSHA requires 1 year; If a motor
carrier, required for 18 months
after vehicle is sold; 8 CCR §
3203(b)(1); 49 CFR 396.21(b)(1);
49 CFR 396.3(c); CCP §337 et.

Seq., GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 85
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-8
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Dept.

Providing
Service /
Work
PW-040
Work Orders / Service Requests
(Department providing service
retains originals; department
requesting service is considered a
copy)
3 years 3 years Yes
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Consistent with operational
complaints; CCP §§338 et seq.,
340 et seq., 342, GC §34090

PUBLIC WORKS / MAINTENANCE / CORPORATION YARD / GENERAL SERVICES Public
Works /
Maintenanc
e
PW-041 AQMD Permits 5 years 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
40 CFR 70.6; GC §34090
Public
Works /
Maintenanc
e
PW-042 Asset History (in Work Order System
- includes sewers)
Life of the
Asset
Life of the
Asset
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference for
historical data; GC §34090
Public
Works /
Maintenanc
e
PW-043 Fuel Usage, Storage, Records 5 years 5 years Yes: Until Paid
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Consistent with Cash receipts
(maintained for auditing
purposes); GC §34090
Public
Works /
Maintenanc
e
PW-044
Generator Operation Logs /
Inspections - Fixed / Stationary
Generators
3 years 3 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
AQMD Rule 1470; GC §34090
Public
Works /
Maintenanc
e
PW-045
Generator Operation Logs /
Inspections - Portable / Emergency
Generators)
5 years 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
AQMD Rule 1470; Form
400–E–13a instructions, GC
§34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 86
Ver. 24.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Engineering, Parks Maint, Bldg. Maint / Corporation Yard, Gen. Svcs.) Page PW-9
Office of
Record Retention No. Records Description Retention / Disposition Comments / Reference (OFR) Active
(in office)
Inactive
(Off-site,
OD or Mfr)
Total
Retention Vital? Media Options
Image:

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

Public
Works /
Maintenanc
e
PW-046 HazMat Clean-ups / Exposure
Records (Diesel, Oil, etc.) 30 years 30 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
When
Inactive
Claims can be made for 30 years
for toxic substance exposure; 8
CCR §3204(d)(1) et seq., GC
§§12946, 12960, 34090
Public
Works /
Maintenanc
e
PW-047 Sales Tax Returns (Fuel Usage) 5 years 5 years Yes: Until Paid
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
maintained for auditing
purposes; GC §34090
Public
Works /
Maintenanc
e
PW-048
Scheduled Maintenance
(Generators, Sewers, Storm Drains,
etc.)
10 years 10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; CCP
§§338 et seq., 340 et seq., 342;
GC §34090
Public
Works /
Maintenanc
e
PW-049 Sewer Lateral CCTV Inspection
Reports
6 months, or
After
Improvemen
t / Repair
6 months, or
After
Improvemen
t / Repair
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090
Public
Works /
Maintenanc
e
PW-050
Sewer Main CCTV Videos from City
Capital Improvement Projects/Master
Plan/Maintenance
6 months, or
After
Improvemen
t / Repair
6 months, or
After
Improvemen
t / Repair
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC
§34090
Dept.

Providing
Service /
Work
PW-051
Work Orders / Service Requests
(Department providing service
retains originals; department
requesting service is considered a
copy)
3 years 3 years Yes
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Consistent with operational
complaints; CCP §§338 et seq.,
340 et seq., 342, GC §34090
CITY OF SAN CARLOS, CA. ©2001-2017 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Revision Adopted: 3/11/2024

9.e
March 23, 2026 Packet Pg. 87

CITY COUNCIL

STAFF REPORT
MEETING DATE: March 23, 2026
ITEM TITLE: Adopt a Resolution Accepting the 2023-25 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 and Authorizing the Building Official to Issue and Record a Notice of Completion.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution accepting the 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 (”Project”) and authorizing the Building Official to issue and record a Notice of Completion.

FISCAL IMPLICATIONS:

There are no fiscal implications, and no additional funding is needed.

The Project is funded by C2316, which has a budget of $1,500,000 for fiscal year 2023-25. The City awarded the Project to Dynasel USA of Santa Clara, CA in the amount of $467,222 with a contingency amount of $163,527.

The total cost to complete the Project is $778,226.52 and there is sufficient budget to close-out the Project. The remaining project balance is being used to fund an additional bathroom on the second floor for staff. The estimated cost for the bathroom is $40,000. Any unspent funds will be returned to the General Capital Fund 25 Unassigned Fund Balance.

BACKGROUND:

The Project consists of remodeling and updating Suite 202 on the second floor of the San Carlos Library (”Library”), where Recology was previously located, to provide additional office space for City staff.

The Project budget also includes a dividing wall between the City staff office area of 1611 square feet and the future proposed Library Makerspace Project of 1000 square feet. The Project includes updated lighting, HVAC, electrical, sprinklers, alarm system, and new office and work cubicles for City staff.

Staff retained Viotti Architects to provide architectural plan services and prepare the construction documents for the Project.

ANALYSIS:

The Project began on November 4, 2024, and was completed on February 9, 2026, in accordance with the approved plans and Project specifications. At 1,611 square feet, the space is currently

9.f
March 23, 2026 Packet Pg. 88
occupied by the Parks and Recreation Department.

Therefore, staff recommend accepting the 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 and authorizing the Building Official to issue and record a Notice of Completion.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution accepting the 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 and authorizing the Building Official to issue and record a Notice of Completion; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Chris Valley, Building Official
Al Savay, Community Development Director
Approved for submission by:
____________________________
Nil Blackburn, Interim City Manager
ATTACHMENT(S):

1. Resolution

9.f
March 23, 2026 Packet Pg. 89
RESOLUTION NO. 2026 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS ACCEPTING THE 2023-25 2ND FLOOR LIBRARY REMODEL (SUITE 202) PHASE II PROJECT C2316 AND AUTHORIZING THE BUILDING OFFICIAL TO ISSUE AND RECORD A NOTICE OF COMPLETION.

WHEREAS, San Carlos City Hall has limited space and capacity for growth and, therefore, it was necessary to expand into the 2nd floor library space; and WHEREAS, the Suite 202 space required a floorplan layout change, new offices, work cubicles, electrical and mechanical work, sprinklers, and fire alarm; and WHEREAS, staff retained Viotti Architects to provide architectural plan services and prepare construction documents for the 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 (“Project”); and
WHEREAS, the City advertised its request for construction bids on May 15, 2024, on the City’s website, and the request for bids was also published May 16, 2024, and May 22, 2024. The sealed bids were opened on June 13, 2024; and
WHEREAS, the lowest and responsible bid was submitted by Dynasel USA of Santa Clara, CA with a total bid amount of $467,222; and
WHEREAS, the City Council awarded the Project to Dynasel USA of Santa Clara, CA at its meeting on August 12, 2024; and
WHEREAS, the Project began on November 4, 2024, and was completed on February 9, 2026, in accordance with the approved plans and Project specifications.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby accepts the 2023-25 2nd Floor Library Remodel (Suite 202) Phase II Project C2316 and authorizes the Building Official to issue and record a Notice of Completion. * * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of March 2026, by the following vote:
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

9.f
March 23, 2026 Packet Pg. 90

CITY COUNCIL

STAFF REPORT
MEETING DATE: March 23, 2026
ITEM TITLE: Adopt a Resolution Authorizing the Execution of a Two-Year Extension to the Current Agreement for Products and/or Services with Avalon Transportation for Bus Transportation Services for Youth Center and Adult Community Center Programs in the Amount of $112,456, and Authorizing the Expenditure of a 10% Contingency of $11,246, for a Total Not-to-Exceed Contract Amount of $123,702.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution authorizing the execution of a two-year extension to the current agreement for products and/or services with Avalon Transportation for bus transportation services for Youth Center and Adult Community Center (ACC) programs in the amount of $112,456, and authorizing the expenditure of a 10% contingency of $11,246, for a total not-to-exceed contract amount of $123,702.

FISCAL IMPLICATIONS:

There are no fiscal implications, and no additional funding is needed.

Bus transportation expenses for the Parks and Recreation Department programs are budgeted as a part of the Youth Development and Adult Services operating budget. The included contingency allows for unforeseen fuel surcharge increases and the ability to add additional trips each year based on program needs.

BACKGROUND:

Each year, the Parks and Recreation Department plans approximately 37 senior day trips and youth field trips. Eighteen of those trips are for the Trips and Tours program run through the ACC.

Each month the ACC offers a day trip to various destinations around the greater Bay Area including museums, sightseeing adventures, and other fun activities. In addition, the ACC takes six casino trips each year. The day trips’ departure and return times vary based on location, but typically last a minimum of six hours.

The other field trips are coordinated through the youth Adventure Camp program, as well as Extreme Excursions trips for older youth. Nine days each summer, summer camps utilize two buses to transport campers to locations such as Great America, Happy Hollow, San Francisco and Oakland Zoo, and Cull Canyon, to name a few. Although timing is unique to each trip, a typical field trip day is from 8:45 a.m. until 4:00 p.m.

9.g
March 23, 2026 Packet Pg. 91
ANALYSIS:

On February 13, 2023, the City Council adopted a Resolution authorizing the execution of a threeyear agreement with an optional, two-year extension with Avalon Transportation for bus transportation services for Youth Center and ACC programs.

For the last three years, Avalon Transportation has provided safe, clean, and reliable transportation for ACC, Youth Center, and summer camp participants. Therefore, staff recommend that the current agreement for products and/or services with Avalon Transportation be extended for an additional two years to provide bus transportation services for the ACC and Youth Center programs.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution authorizing the execution of a two-year extension to the current agreement for products and/or services with Avalon Transportation for bus transportation services for Youth Center and Adult Community Center programs in the amount of $112,456, authorizing the expenditure of a 10% contingency of $11,246, for a total contract amount not to exceed $123,702; or

2. Do not adopt a Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Amy Newby, Parks & Recreation Director
Approved for submission by:
____________________________
Nil Blackburn, Interim City Manager
ATTACHMENT(S):

1. Resolution

2. Avalon Transportation Proposal

9.g
March 23, 2026 Packet Pg. 92
RESOLUTION NO. 2026 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

AUTHORIZING THE EXECUTION OF A TWO-YEAR EXTENSION TO THE CURRENT

AGREEMENT FOR PRODUCTS AND/OR SERVICES WITH AVALON TRANSPORTATION

FOR BUS TRANSPORTATION SERVICES FOR YOUTH CENTER AND
ADULT COMMUNITY CENTER PROGRAMS IN THE AMOUNT OF $112,456, AND AUTHORIZING THE EXPENDITURE OF A 10% CONTINGENCY OF $11,246, FOR A TOTAL NOT-TO-EXCEED CONTRACT AMOUNT OF $123,702.

WHEREAS, each year the Parks and Recreation Department plans approximately 37 senior day trips and youth field trips; and
WHEREAS, dependable bus transportation services are a critical component to the success of the numerous day trips the Department coordinates each year; and WHEREAS, on February 13, 2023, the City Council adopted a Resolution authorizing the City Manager to execute a three-year agreement with an optional, two-year extension for products and/or services with Avalon Transportation for bus transportation services for Youth Center and Adult Community Center programs; and
WHEREAS, throughout the current term of the agreement, Avalon Transportation has provided safe, clean, and reliable transportation for participants; and WHEREAS, staff recommend that the current agreement with Avalon Transportation be extended for an additional two years to provide bus transportation services; and WHEREAS, there is no additional appropriation necessary as bus transportation services for these programs are included in the adopted operating budget.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby authorizes the execution of a two-year extension to the current agreement for products and/or services with Avalon Transportation for bus transportation services for Youth Center and Adult Community Center programs in the amount of $112,456 with an additional contingency budget of $11,246, for a total not-to-exceed contract amount of $123,702. * * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of March 2026, by the following vote:

AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

9.g
March 23, 2026 Packet Pg. 93
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos

9.g
March 23, 2026 Packet Pg. 94

9.g
March 23, 2026 Packet Pg. 95

9.g
March 23, 2026 Packet Pg. 96

9.g
March 23, 2026 Packet Pg. 97

CITY COUNCIL

STAFF REPORT
MEETING DATE: March 23, 2026
ITEM TITLE: Adopt a Resolution Authorizing the Execution of a Five-Year Agreement for Products and/or Services with Armed Force Security, Inc. for Special Event Security Services in the Amount of $147,221, and Authorizing a Contingency of $14,722, for a Total Not-to-Exceed Contract Amount of $161,943.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution authorizing the execution of a five-year agreement for products and/or services with Armed Force Security, Inc. for special event security services in the amount of $147,221, and authorizing a contingency of $14,722, for a total not-to-exceed contract amount of $161,943.

FISCAL IMPLICATIONS:

There are no fiscal implications, and no additional funding is needed.

Expenses for security services for special events are budgeted as a part of the Special Community Events operating budget.

BACKGROUND:

The Parks & Recreation Department contracts for security services to support major community events including Hometown Days, Family Campout, and the Art & Wine Faire, as well as the Eucalyptus Avenue residents’ holiday lights event. Security services are also required for private rentals at the Adult Community Center when alcohol is served. A security officer monitors the event to ensure compliance with facility policies and to maintain a safe environment for all attendees. These services are critical for public safety, protecting City property, and ensuring the smooth operation of several large community gatherings.

The City previously held an agreement with Armed Force Security, Inc., which concluded earlier this year. Following an evaluation of event needs and prior provider performance, staff recommend entering into a new agreement to maintain continuity of services in the community.

ANALYSIS:

Armed Force Security, Inc. provides overnight monitoring, event safety, and site security for multiple Parks & Recreation Department events and programs. The proposed agreement includes the following services:

9.h
March 23, 2026 Packet Pg. 98
 Overnight security for annual community events including Hometown Days, Family Campout, and the Art & Wine Faire
 Security for ACC private event rentals (as needed, based on rental policy)  On-site security for the Eucalyptus Avenue residents’ holiday lights displays on Friday and Saturday evenings each December
In accordance with San Carlos Municipal Code Section 3.12.260(E)(3), the City Council may authorize service contracts exceeding $75,000 without competitive proposals when prior experience with the provider has demonstrated competence and satisfactory performance, or when entering into a renewal or renegotiation of continuing services.

Armed Force Security, Inc. has demonstrated reliable and competent performance for the last five years and is familiar with the City’s event operations and safety expectations. Staff’s recommendation to award this new five-year agreement is consistent with this provision, based on the provider’s past performance and the ongoing need for continuity in event security services.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution authorizing the execution of a five-year agreement for products and/or services with Armed Force Security, Inc. for special event security services for special event security services in the amount of $147,221, and authorizing a contingency of $14,722, for a total not-to-exceed contract amount of $161,943; or

2. Do not adopt a Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Amy Newby, Parks & Recreation Director
Approved for submission by:
____________________________
Nil Blackburn, Interim City Manager
ATTACHMENT(S):

1. Resolution

2. Armed Force Security Services Proposal

9.h
March 23, 2026 Packet Pg. 99
RESOLUTION NO. 2026 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

AUTHORIZING THE EXECUTION OF A FIVE-YEAR AGREEMENT FOR PRODUCTS AND/OR SERVICES WITH ARMED FORCE SECURITY, INC. FOR SPECIAL EVENT SECURITY SERVICES IN THE AMOUNT OF $147,221, AND AUTHORIZING A CONTINGENCY OF $14,722, FOR A TOTAL NOT-TO-EXCEED
CONTRACT AMOUNT OF $161,943.

WHEREAS, the Parks and Recreation Department contracts security services to support major community events, including Hometown Days, the Art & Wine Faire, Family Campout, and on-site security for the Eucalyptus Avenue residents’ holiday lights display each December; and WHEREAS, the Adult Community Center requires on-site security guards for private party rentals serving alcohol; and
WHEREAS, Armed Force Security, Inc. has previously provided security services for these events and programs for five years, and
WHEREAS, the Armed Force Security has demonstrated satisfactory performance, competence, and reliability in fulfilling these responsibilities; and WHEREAS, the City’s prior contract with Armed Force Security, Inc. has concluded and the Department has identified the continued need for qualified security services to maintain public safety and operational continuity; and
WHEREAS, San Carlos Municipal Code Section 3.12.260(E)(3) permits the City Council to authorize the award and execution of service contracts exceeding seventy-five thousand dollars without competitive proposals when prior experience with the provider has demonstrated competence and satisfactory performance, or when contracting for the renewal or renegotiation of continuing services; and
WHEREAS, based on the City’s experience with Armed Force Security, Inc. and the need for uninterrupted security coverage for major events and programs, the City Council finds that awarding this agreement under the exception provided in Section 3.12.260(E)(3) is appropriate and in the best interest of the City; and
WHEREAS, the total not-to-exceed contract amount of $161,943 is included in the Special and Community Events operating budget and no additional appropriation is necessary.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby authorizes the execution of a five-year agreement with Armed Force Security, Inc. for event security services in the amount of $147,221, and a contingency of $14,722, for a total not-to-exceed contract amount of $161,943.
* * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of March 2026, by the following vote:

9.h
March 23, 2026 Packet Pg. 100
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

9.h
March 23, 2026 Packet Pg. 101
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Security Proposal
Prepared for: City of San Carlos
Prepared by:

Thai Rodriguez for Dani Hom
Business Development Manager
Armed Force Security, Inc. | PPO120539
510.299.1477 | [email protected]

9.h
March 23, 2026 Packet Pg. 102
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
December 08, 2025
Tyler Muela
Recreation Manager
City of San Carlos
Dear Tyler,
I offer a sincere thank you on behalf of Armed Force Security, Inc. We are privileged and thrilled with the opportunity to provide you a proposal for service. Our experience across a multitude of industries will help us provide the quality service and protection you deserve. You have our commitment to provide:
• Open communication in a “no surprise” environment – we will communicate frequently, openly, and honestly • Consistent and reliable service
• Knowledgeable, accessible, and responsive team
• Value for your money; fair pricing that is always discussed in advance • Flexibility and capacity to serve your changing requirements and fluctuating schedules • Focus on knowledge sharing with management
• The protection you want and the security you trust
We are ready to hit the ground running and we are delighted at the opportunity to serve you. We will provide the right guards, resources, knowledge, and experience to meet and exceed your expectations. We sincerely hope you select our bid and allow us the opportunity to prove ourselves.

Sincerely,
Thai Rodriguez
Sales and Marketing Manager
Armed Force Security, Inc. | PPO120539
510.299.2932 | [email protected]

9.h
March 23, 2026 Packet Pg. 103
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Standard Scope of Work
• Provide a physical presence to deter trespassing, vandalism, theft, and property crimes • Provide protection services to personnel and visitors to include but not limited to: theft, pilferage, injury, damage, and destruction
• Contact San Carlos Police Department should incidents escalate to require law enforcement • Make note of and respond to any suspicious persons, activities, and vehicles • Complete and submit Incident Report when a reporting event occurs • Ensure equipment, employees, visitors, vendors, materials, and property are safe from theft and damage • Other tasks within scope of work as specified by client Guard Accountability Tool Options
The Security Officer is equipped with a smart phone, in which has an application to maintain electronic reporting and GPS tracking. The Security Officer visits designated facility checkpoints to report a particular status in a “Patrol Detail Report”. Incident and Maintenance Reports are completed as necessary which eliminates paper waste and provides real-time GPS tracking, simplified Guard monitoring, and historical reporting through an online customer portal.

Additionally, all reports can be emailed to a designated contact upon completion. The smartphone device will have a phone number which is available to necessary parties.

Service Overview of an On-Site Uniformed Security Officer Armed Force Security, Inc. will provide the service of unarmed uniformed Security Officer(s) and a patrol vehicle (if applicable) for the designated hours at the referenced job site. • Refer to “Attachment A”
Schedule
Refer to “Attachment A”
Pricing and Approximate Extended Costs: Hourly rate of $71.25 per guard *We can honor this pricing until any state or local minimum wage increase – or any new industry/labor mandates implemented – before the project conclusion date**
• Approximate total of $24,937.00 for 350 hours of special event services. • Prices quoted above are estimates only based on the information provided by CLIENT. Any changes to the scope will result in changes to this quote.
• Actual hours will be billed at the rates outlined above.

9.h
March 23, 2026 Packet Pg. 104
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Invoicing: Due upon receipt
• We reserve the right to reanalyze and adjust the hourly bill rate during the project contingent on labor details and client needs and/or requests.
• Pricing includes guard accountability tool (TrackTik) at no extra cost. • Complimentary guard booth available free of cost
• No additional cost for Overtime (OT), Holidays will be billed at time and a half (1.5x) o Holidays are as follows:
▪ New Year’s Day
▪ Memorial Day
▪ Independence Day
▪ Labor Day
▪ Thanksgiving Day
▪ Christmas Day
Miscellaneous
**Armed Force Security, Inc. provides its employees with time and a half (1.5x) for all Overtime (OT) hours and holiday hours worked, but does not bill the client any time for OT, ever. Only holidays will be billed at time and a half. • Termination clause: A 30-day written notice is acceptable by Armed Force Security, Inc. for either party to terminate at-will Guard reporting powered by TrackTik

9.h
March 23, 2026 Packet Pg. 105
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Attachment A
Name Shift Guards Total Hours 2026 Rate 2026 Total
San Carlos Hometown Days
900 Chestnut Street, San Carlos, CA 94070
Friday, May, 2026 2100 - 0600 2 18 $71.25 $1,282.50
Saturday, May, 2026 2100 - 0600 2 18 $71.25 $1,282.50
Family Campout
900 Chestnut Street, San Carlos, CA 94070
Friday, August, 2026 2100 - 0600 2 18 $71.25 $1,282.50
Art & Wine Fair
1300 - 1100 San Carlos Avenue, San Carlos, CA 94070
500 - 800 Laurel Street, San Carlos, CA 94070
Friday, October, 2026 1800 - 0800 1 14 $71.25 $997.50
Saturday, October, 2026 1800 - 0800 10 140 $71.25 $9,975.00 Sunday, October, 2026 1800 - 0800 1 14 $71.25 $997.50
Holiday Lighting Event
1900 & 2000 Blocks Eucalyptus Ave, San Carlos, CA 94070 Friday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Saturday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Friday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Saturday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Friday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Saturday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Friday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Saturday, December, 2026 1700 - 2100 4 16 $71.25 $1,140.00 Grand total 350 $24,937.00

9.h
March 23, 2026 Packet Pg. 106
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Security Proposal
Prepared for: City of San Carlos
Prepared by:

Thai Rodriguez for Dani Hom
Business Development Manager
Armed Force Security, Inc. | PPO120539
510.299.1477 | [email protected]

9.h
March 23, 2026 Packet Pg. 107
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
December 08, 2025
Tyler Muela
Recreation Manager
City of San Carlos
Dear Tyler,
I offer a sincere thank you on behalf of Armed Force Security, Inc. We are privileged and thrilled with the opportunity to provide you a proposal for service. Our experience across a multitude of industries will help us provide the quality service and protection you deserve. You have our commitment to provide:
• Open communication in a “no surprise” environment – we will communicate frequently, openly, and honestly • Consistent and reliable service
• Knowledgeable, accessible, and responsive team
• Value for your money; fair pricing that is always discussed in advance • Flexibility and capacity to serve your changing requirements and fluctuating schedules • Focus on knowledge sharing with management
• The protection you want and the security you trust
We are ready to hit the ground running and we are delighted at the opportunity to serve you. We will provide the right guards, resources, knowledge, and experience to meet and exceed your expectations. We sincerely hope you select our bid and allow us the opportunity to prove ourselves.

Sincerely,
Thai Rodriguez
Sales and Marketing Manager
Armed Force Security, Inc. | PPO120539
510.299.2932 | [email protected]

9.h
March 23, 2026 Packet Pg. 108
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Standard Scope of Work
• Provide a physical presence to deter trespassing, vandalism, theft, and property crimes • Provide protection services to personnel and visitors to include but not limited to: theft, pilferage, injury, damage, and destruction
• Contact San Carlos Police Department should incidents escalate to require law enforcement • Make note of and respond to any suspicious persons, activities, and vehicles • Complete and submit Incident Report when a reporting event occurs • Ensure equipment, employees, visitors, vendors, materials, and property are safe from theft and damage • Other tasks within scope of work as specified by client Guard Accountability Tool Options
The Security Officer is equipped with a smart phone, in which has an application to maintain electronic reporting and GPS tracking. The Security Officer visits designated facility checkpoints to report a particular status in a “Patrol Detail Report”. Incident and Maintenance Reports are completed as necessary, which eliminates paper waste and provides real-time GPS tracking, simplified Guard monitoring, and historical reporting through an online customer portal.

Additionally, all reports can be emailed to a designated contact upon completion. The smartphone device will have a phone number which is available to necessary parties.

Service Overview of an On-Site Uniformed Security Officer Armed Force Security, Inc. will provide the service of unarmed uniformed Security Officer(s) and a patrol vehicle (if applicable) for the designated hours at the referenced job site. • Refer to “Attachment A”
Schedule
Refer to “Attachment A”
Pricing and Approximate Extended Costs: Hourly rate of $72.25 per guard *We can honor this pricing until any state or local minimum wage increase – or any new industry/labor mandates implemented – before the project conclusion date**
• Approximate total of $25,287.50 for 350 hours of special event services. • Prices quoted above are estimates only based on the information provided by CLIENT. Any changes to the scope will result in changes to this quote.
• Actual hours will be billed at the rates outlined above.

9.h
March 23, 2026 Packet Pg. 109
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Invoicing: Due upon receipt
• We reserve the right to reanalyze and adjust the hourly bill rate during the project contingent on labor details and client needs and/or requests.
• Pricing includes guard accountability tool (TrackTik) at no extra cost. • Complimentary guard booth available free of cost
• No additional cost for Overtime (OT), Holidays will be billed at time and a half (1.5x) o Holidays are as follows:
▪ New Year’s Day
▪ Memorial Day
▪ Independence Day
▪ Labor Day
▪ Thanksgiving Day
▪ Christmas Day
Miscellaneous
**Armed Force Security, Inc. provides its employees with time and a half (1.5x) for all Overtime (OT) hours and holiday hours worked, but does not bill the client any time for OT, ever. Only holidays will be billed at time and a half. • Termination clause: A 30-day written notice is acceptable by Armed Force Security, Inc. for either party to terminate at-will Guard reporting powered by TrackTik

9.h
March 23, 2026 Packet Pg. 110
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Attachment A
Name Shift Guards Total Hours 2027 Rate 2027 Total
San Carlos Hometown Days
900 Chestnut Street, San Carlos, CA 94070
Friday, May, 2027 2100 - 0600 2 18 $72.25 $1,00.50
Saturday, May, 2027 2100 - 0600 2 18 $72.25 $1,300.50
Family Campout
900 Chestnut Street, San Carlos, CA 94070
Friday, August, 2027 2100 - 0600 2 18 $72.25 $1,300.50
Art & Wine Fair
1300 - 1100 San Carlos Avenue, San Carlos, CA 94070
500 - 800 Laurel Street, San Carlos, CA 94070
Friday, October, 2027 1800 - 0800 1 14 $72.25 $1,011.50 Saturday, October, 2027 1800 - 0800 10 140 $72.25 $10,011.50 Sunday, October, 2027 1800 - 0800 1 14 $72.25 $1,011.50 Holiday Lighting Event
1900 & 2000 Blocks Eucalyptus Ave, San Carlos, CA 94070 Friday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Saturday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Friday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Saturday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Friday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Saturday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Friday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Saturday, December, 2027 1700 - 2100 4 16 $72.25 $1,156.00 Grand total 350 $25,287.50

9.h
March 23, 2026 Packet Pg. 111
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Security Proposal
Prepared for: City of San Carlos
Prepared by:

Thai Rodriguez for Dani Hom
Business Development Manager
Armed Force Security, Inc. | PPO120539
510.299.1477 | [email protected]

9.h
March 23, 2026 Packet Pg. 112
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
December 08, 2025
Tyler Muela
Recreation Manager
City of San Carlos
Dear Tyler,
I offer a sincere thank you on behalf of Armed Force Security, Inc. We are privileged and thrilled with the opportunity to provide you a proposal for service. Our experience across a multitude of industries will help us provide the quality service and protection you deserve. You have our commitment to provide:
• Open communication in a “no surprise” environment – we will communicate frequently, openly, and honestly • Consistent and reliable service
• Knowledgeable, accessible, and responsive team
• Value for your money; fair pricing that is always discussed in advance • Flexibility and capacity to serve your changing requirements and fluctuating schedules • Focus on knowledge sharing with management
• The protection you want and the security you trust
We are ready to hit the ground running and we are delighted at the opportunity to serve you. We will provide the right guards, resources, knowledge, and experience to meet and exceed your expectations. We sincerely hope you select our bid and allow us the opportunity to prove ourselves.

Sincerely,
Thai Rodriguez
Sales and Marketing Manager
Armed Force Security, Inc. | PPO120539
510.299.2932 | [email protected]

9.h
March 23, 2026 Packet Pg. 113
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Standard Scope of Work
• Provide a physical presence to deter trespassing, vandalism, theft, and property crimes • Provide protection services to personnel and visitors to include but not limited to: theft, pilferage, injury, damage, and destruction
• Contact San Carlos Police Department should incidents escalate to require law enforcement • Make note of and respond to any suspicious persons, activities, and vehicles • Complete and submit Incident Report when a reporting event occurs • Ensure equipment, employees, visitors, vendors, materials, and property are safe from theft and damage • Other tasks within scope of work as specified by client Guard Accountability Tool Options
The Security Officer is equipped with a smart phone, in which has an application to maintain electronic reporting and GPS tracking. The Security Officer visits designated facility checkpoints to report a particular status in a “Patrol Detail Report”. Incident and Maintenance Reports are completed as necessary which eliminates paper waste and provides real-time GPS tracking, simplified Guard monitoring, and historical reporting through an online customer portal.

Additionally, all reports can be emailed to a designated contact upon completion. The smartphone device will have a phone number which is available to necessary parties.

Service Overview of an On-Site Uniformed Security Officer Armed Force Security, Inc. will provide the service of unarmed uniformed Security Officer(s) and a patrol vehicle (if applicable) for the designated hours at the referenced job site. • Refer to “Attachment A”
Schedule
Refer to “Attachment A”
Pricing and Approximate Extended Costs: Hourly rate of $73.25 per guard *We can honor this pricing until any state or local minimum wage increase – or any new industry/labor mandates implemented – before the project conclusion date**
• Approximate total of $25,637.50 for 350 hours of special event services. • Prices quoted above are estimates only based on the information provided by CLIENT. Any changes to the scope will result in changes to this quote.
• Actual hours will be billed at the rates outlined above.

9.h
March 23, 2026 Packet Pg. 114
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Invoicing: Due upon receipt
• We reserve the right to reanalyze and adjust the hourly bill rate during the project contingent on labor details and client needs and/or requests.
• Pricing includes guard accountability tool (TrackTik) at no extra cost. • Complimentary guard booth available free of cost
• No additional cost for Overtime (OT), Holidays will be billed at time and a half (1.5x) o Holidays are as follows:
▪ New Year’s Day
▪ Memorial Day
▪ Independence Day
▪ Labor Day
▪ Thanksgiving Day
▪ Christmas Day
Miscellaneous
**Armed Force Security, Inc. provides its employees with time and a half (1.5x) for all Overtime (OT) hours and holiday hours worked, but does not bill the client any time for OT, ever. Only holidays will be billed at time and a half. • Termination clause: A 30-day written notice is acceptable by Armed Force Security, Inc. for either party to terminate at-will Guard reporting powered by TrackTik

9.h
March 23, 2026 Packet Pg. 115
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Attachment A
Name Shift Guards Total Hours 2028 Rate 2028 Total
San Carlos Hometown Days
900 Chestnut Street, San Carlos, CA 94070
Friday, May, 2028 2100 - 0600 2 18 $73.25 $1,318.50
Saturday, May, 2028 2100 - 0600 2 18 $73.25 $1,318.50
Family Campout
900 Chestnut Street, San Carlos, CA 94070
Friday, August, 2028 2100 - 0600 2 18 $73.25 $1,318.50
Art & Wine Fair
1300 - 1100 San Carlos Avenue, San Carlos, CA 94070
500 - 800 Laurel Street, San Carlos, CA 94070
Friday, October, 2028 1800 - 0800 1 14 $73.25 $1,025.50 Saturday, October, 2028 1800 - 0800 10 140 $73.25 $10,255.00 Sunday, October, 2028 1800 - 0800 1 14 $73.25 $1,025.50 Holiday Lighting Event
1900 & 2000 Blocks Eucalyptus Ave, San Carlos, CA 94070 Friday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Saturday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Friday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Saturday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Friday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Saturday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Friday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Saturday, December, 2028 1700 - 2100 4 16 $73.25 $1,172.00 Grand total 350 $25,637.50

9.h
March 23, 2026 Packet Pg. 116
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Security Proposal
Prepared for: City of San Carlos
Prepared by:

Thai Rodriguez for Dani Hom
Business Development Manager
Armed Force Security, Inc. | PPO120539
510.299.1477 | [email protected]

9.h
March 23, 2026 Packet Pg. 117
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
January 21, 2026
Tyler Muela
Recreation Manager
City of San Carlos
Dear Tyler,
I offer a sincere thank you on behalf of Armed Force Security, Inc. We are privileged and thrilled with the opportunity to provide you a proposal for service. Our experience across a multitude of industries will help us provide the quality service and protection you deserve. You have our commitment to provide:
• Open communication in a “no surprise” environment – we will communicate frequently, openly, and honestly • Consistent and reliable service
• Knowledgeable, accessible, and responsive team
• Value for your money; fair pricing that is always discussed in advance • Flexibility and capacity to serve your changing requirements and fluctuating schedules • Focus on knowledge sharing with management
• The protection you want and the security you trust
We are ready to hit the ground running and we are delighted at the opportunity to serve you. We will provide the right guards, resources, knowledge, and experience to meet and exceed your expectations. We sincerely hope you select our bid and allow us the opportunity to prove ourselves.

Sincerely,
Thai Rodriguez
Sales and Marketing Manager
Armed Force Security, Inc. | PPO120539
510.299.2932 | [email protected]

9.h
March 23, 2026 Packet Pg. 118
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Standard Scope of Work
• Provide a physical presence to deter trespassing, vandalism, theft, and property crimes • Provide protection services to personnel and visitors to include but not limited to: theft, pilferage, injury, damage, and destruction
• Contact San Carlos Police Department should incidents escalate to require law enforcement • Make note of and respond to any suspicious persons, activities, and vehicles • Complete and submit Incident Report when a reporting event occurs • Ensure equipment, employees, visitors, vendors, materials, and property are safe from theft and damage • Other tasks within scope of work as specified by client Guard Accountability Tool Options
The Security Officer is equipped with a smart phone, in which has an application to maintain electronic reporting and GPS tracking. The Security Officer visits designated facility checkpoints to report a particular status in a “Patrol Detail Report”. Incident and Maintenance Reports are completed as necessary which eliminates paper waste and provides real-time GPS tracking, simplified Guard monitoring, and historical reporting through an online customer portal.

Additionally, all reports can be emailed to a designated contact upon completion. The smartphone device will have a phone number which is available to necessary parties.

Service Overview of an On-Site Uniformed Security Officer Armed Force Security, Inc. will provide the service of unarmed uniformed Security Officer(s) and a patrol vehicle (if applicable) for the designated hours at the referenced job site. • Refer to “Attachment A”
Schedule
Refer to “Attachment A”
Pricing and Approximate Extended Costs: Hourly rate of $75.40 per guard *We can honor this pricing until any state or local minimum wage increase – or any new industry/labor mandates implemented – before the project conclusion date**
• Approximate total of $26,390.00 for 350 hours of special event services. • Prices quoted above are estimates only based on the information provided by CLIENT. Any changes to the scope will result in changes to this quote.
• Actual hours will be billed at the rates outlined above.

9.h
March 23, 2026 Packet Pg. 119
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Invoicing: Due upon receipt
• We reserve the right to reanalyze and adjust the hourly bill rate during the project contingent on labor details and client needs and/or requests.
• Pricing includes guard accountability tool (TrackTik) at no extra cost. • Complimentary guard booth available free of cost
• No additional cost for Overtime (OT), Holidays will be billed at time and a half (1.5x) o Holidays are as follows:
▪ New Year’s Day
▪ Memorial Day
▪ Independence Day
▪ Labor Day
▪ Thanksgiving Day
▪ Christmas Day
Miscellaneous
**Armed Force Security, Inc. provides its employees with time and a half (1.5x) for all Overtime (OT) hours and holiday hours worked, but does not bill the client any time for OT, ever. Only holidays will be billed at time and a half. • Termination clause: A 30-day written notice is acceptable by Armed Force Security, Inc. for either party to terminate at-will Guard reporting powered by TrackTik

9.h
March 23, 2026 Packet Pg. 120
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Attachment A
Name Shift Guards Total Hours 2029 Rate 2029 Total
San Carlos Hometown Days
900 Chestnut Street, San Carlos, CA 94070
Friday, May, 2028 2100 - 0600 2 18 $75.40 $1,357.20
Saturday, May, 2028 2100 - 0600 2 18 $75.40 $1,357.20
Family Campout
900 Chestnut Street, San Carlos, CA 94070
Friday, August, 2028 2100 - 0600 2 18 $75.40 $1,357.20
Art & Wine Fair
1300 - 1100 San Carlos Avenue, San Carlos, CA 94070
500 - 800 Laurel Street, San Carlos, CA 94070
Friday, October, 2028 1800 - 0800 1 14 $75.40 $1,055.60 Saturday, October, 2028 1800 - 0800 10 140 $75.40 $10,556.00 Sunday, October, 2028 1800 - 0800 1 14 $75.40 $1,055.60 Holiday Lighting Event
1900 & 2000 Blocks Eucalyptus Ave, San Carlos, CA 94070 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Grand total 350 $26,390.00

9.h
March 23, 2026 Packet Pg. 121
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Security Proposal
Prepared for: City of San Carlos
Prepared by:

Thai Rodriguez for Dani Hom
Business Development Manager
Armed Force Security, Inc. | PPO120539
510.299.1477 | [email protected]

9.h
March 23, 2026 Packet Pg. 122
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
January 21, 2026
Tyler Muela
Recreation Manager
City of San Carlos
Dear Tyler,
I offer a sincere thank you on behalf of Armed Force Security, Inc. We are privileged and thrilled with the opportunity to provide you a proposal for service. Our experience across a multitude of industries will help us provide the quality service and protection you deserve. You have our commitment to provide:
• Open communication in a “no surprise” environment – we will communicate frequently, openly, and honestly • Consistent and reliable service
• Knowledgeable, accessible, and responsive team
• Value for your money; fair pricing that is always discussed in advance • Flexibility and capacity to serve your changing requirements and fluctuating schedules • Focus on knowledge sharing with management
• The protection you want and the security you trust
We are ready to hit the ground running and we are delighted at the opportunity to serve you. We will provide the right guards, resources, knowledge, and experience to meet and exceed your expectations. We sincerely hope you select our bid and allow us the opportunity to prove ourselves.

Sincerely,
Thai Rodriguez
Sales and Marketing Manager
Armed Force Security, Inc. | PPO120539
510.299.2932 | [email protected]

9.h
March 23, 2026 Packet Pg. 123
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Standard Scope of Work
• Provide a physical presence to deter trespassing, vandalism, theft, and property crimes • Provide protection services to personnel and visitors to include but not limited to: theft, pilferage, injury, damage, and destruction
• Contact San Carlos Police Department should incidents escalate to require law enforcement • Make note of and respond to any suspicious persons, activities, and vehicles • Complete and submit Incident Report when a reporting event occurs • Ensure equipment, employees, visitors, vendors, materials, and property are safe from theft and damage • Other tasks within scope of work as specified by client Guard Accountability Tool Options
The Security Officer is equipped with a smart phone, in which has an application to maintain electronic reporting and GPS tracking. The Security Officer visits designated facility checkpoints to report a particular status in a “Patrol Detail Report”. Incident and Maintenance Reports are completed as necessary which eliminates paper waste and provides real-time GPS tracking, simplified Guard monitoring, and historical reporting through an online customer portal.

Additionally, all reports can be emailed to a designated contact upon completion. The smartphone device will have a phone number which is available to necessary parties.

Service Overview of an On-Site Uniformed Security Officer Armed Force Security, Inc. will provide the service of unarmed uniformed Security Officer(s) and a patrol vehicle (if applicable) for the designated hours at the referenced job site. • Refer to “Attachment A”
Schedule
Refer to “Attachment A”
Pricing and Approximate Extended Costs: Hourly rate of $75.40 per guard *We can honor this pricing until any state or local minimum wage increase – or any new industry/labor mandates implemented – before the project conclusion date**
• Approximate total of $26,390.00 for 350 hours of special event services. • Prices quoted above are estimates only based on the information provided by CLIENT. Any changes to the scope will result in changes to this quote.
• Actual hours will be billed at the rates outlined above.

9.h
March 23, 2026 Packet Pg. 124
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Invoicing: Due upon receipt
• We reserve the right to reanalyze and adjust the hourly bill rate during the project contingent on labor details and client needs and/or requests.
• Pricing includes guard accountability tool (TrackTik) at no extra cost. • Complimentary guard booth available free of cost
• No additional cost for Overtime (OT), Holidays will be billed at time and a half (1.5x) o Holidays are as follows:
▪ New Year’s Day
▪ Memorial Day
▪ Independence Day
▪ Labor Day
▪ Thanksgiving Day
▪ Christmas Day
Miscellaneous
**Armed Force Security, Inc. provides its employees with time and a half (1.5x) for all Overtime (OT) hours and holiday hours worked, but does not bill the client any time for OT, ever. Only holidays will be billed at time and a half. • Termination clause: A 30-day written notice is acceptable by Armed Force Security, Inc. for either party to terminate at-will Guard reporting powered by TrackTik

9.h
March 23, 2026 Packet Pg. 125
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Attachment A
Name Shift Guards Total Hours 2029 Rate 2029 Total
San Carlos Hometown Days
900 Chestnut Street, San Carlos, CA 94070
Friday, May, 2028 2100 - 0600 2 18 $75.40 $1,357.20
Saturday, May, 2028 2100 - 0600 2 18 $75.40 $1,357.20
Family Campout
900 Chestnut Street, San Carlos, CA 94070
Friday, August, 2028 2100 - 0600 2 18 $75.40 $1,357.20
Art & Wine Fair
1300 - 1100 San Carlos Avenue, San Carlos, CA 94070
500 - 800 Laurel Street, San Carlos, CA 94070
Friday, October, 2028 1800 - 0800 1 14 $75.40 $1,055.60 Saturday, October, 2028 1800 - 0800 10 140 $75.40 $10,556.00 Sunday, October, 2028 1800 - 0800 1 14 $75.40 $1,055.60 Holiday Lighting Event
1900 & 2000 Blocks Eucalyptus Ave, San Carlos, CA 94070 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Friday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Saturday, December, 2028 1700 - 2100 4 16 $75.40 $1,206.40 Grand total 350 $26,390.00

9.h
March 23, 2026 Packet Pg. 126
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Security Proposal
Prepared for: City of San Carlos
Prepared by:

Thai Rodriguez for Dani Hom
Business Development Manager
Armed Force Security, Inc. | PPO120539
510.299.1477 | [email protected]

9.h
March 23, 2026 Packet Pg. 127
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
January 21, 2026
Tyler Muela
Recreation Manager
City of San Carlos
Dear Tyler,
I offer a sincere thank you on behalf of Armed Force Security, Inc. We are privileged and thrilled with the opportunity to provide you a proposal for service. Our experience across a multitude of industries will help us provide the quality service and protection you deserve. You have our commitment to provide:
• Open communication in a “no surprise” environment – we will communicate frequently, openly, and honestly • Consistent and reliable service
• Knowledgeable, accessible, and responsive team
• Value for your money; fair pricing that is always discussed in advance • Flexibility and capacity to serve your changing requirements and fluctuating schedules • Focus on knowledge sharing with management
• The protection you want and the security you trust
We are ready to hit the ground running and we are delighted at the opportunity to serve you. We will provide the right guards, resources, knowledge, and experience to meet and exceed your expectations. We sincerely hope you select our bid and allow us the opportunity to prove ourselves.

Sincerely,
Thai Rodriguez
Sales and Marketing Manager
Armed Force Security, Inc. | PPO120539
510.299.2932 | [email protected]

9.h
March 23, 2026 Packet Pg. 128
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Standard Scope of Work
• Provide a physical presence to deter trespassing, vandalism, theft, and property crimes • Provide protection services to personnel and visitors to include but not limited to: theft, pilferage, injury, damage, and destruction
• Contact San Carlos Police Department should incidents escalate to require law enforcement • Make note of and respond to any suspicious persons, activities, and vehicles • Complete and submit Incident Report when a reporting event occurs • Ensure equipment, employees, visitors, vendors, materials, and property are safe from theft and damage • Other tasks within scope of work as specified by client Guard Accountability Tool Options
The Security Officer is equipped with a smart phone, in which has an application to maintain electronic reporting and GPS tracking. The Security Officer visits designated facility checkpoints to report a particular status in a “Patrol Detail Report”. Incident and Maintenance Reports are completed as necessary which eliminates paper waste and provides real-time GPS tracking, simplified Guard monitoring, and historical reporting through an online customer portal.

Additionally, all reports can be emailed to a designated contact upon completion. The smartphone device will have a phone number which is available to necessary parties.

Service Overview of an On-Site Uniformed Security Officer Armed Force Security, Inc. will provide the service of unarmed uniformed Security Officer(s) and a patrol vehicle (if applicable) for the designated hours at the referenced job site. • Refer to “Attachment A”
Schedule
Refer to “Attachment A”
Pricing and Approximate Extended Costs: Hourly rate of $77.75 per guard *We can honor this pricing until any state or local minimum wage increase – or any new industry/labor mandates implemented – before the project conclusion date**
• Approximate total of $27,213.00 for 350 hours of special event services. • Prices quoted above are estimates only based on the information provided by CLIENT. Any changes to the scope will result in changes to this quote.
• Actual hours will be billed at the rates outlined above.

9.h
March 23, 2026 Packet Pg. 129
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Invoicing: Due upon receipt
• We reserve the right to reanalyze and adjust the hourly bill rate during the project contingent on labor details and client needs and/or requests.
• Pricing includes guard accountability tool (TrackTik) at no extra cost. • Complimentary guard booth available free of cost
• No additional cost for Overtime (OT), Holidays will be billed at time and a half (1.5x) o Holidays are as follows:
▪ New Year’s Day
▪ Memorial Day
▪ Independence Day
▪ Labor Day
▪ Thanksgiving Day
▪ Christmas Day
Miscellaneous
**Armed Force Security, Inc. provides its employees with time and a half (1.5x) for all Overtime (OT) hours and holiday hours worked, but does not bill the client any time for OT, ever. Only holidays will be billed at time and a half. • Termination clause: A 30-day written notice is acceptable by Armed Force Security, Inc. for either party to terminate at-will Guard reporting powered by TrackTik

9.h
March 23, 2026 Packet Pg. 130
Armed Force Security
35 East 10th Street, Suite C
Tracy, CA 95376
Website: www.armedforcesecurity.com
Email: [email protected]
Attachment A
Name Shift Guards Total Hours 2030 Rate 2030 Total
San Carlos Hometown Days
900 Chestnut Street, San Carlos, CA 94070
Friday, May, 2028 2100 - 0600 2 18 $77.75 $1,399.50
Saturday, May, 2028 2100 - 0600 2 18 $77.75 $1,399.50
Family Campout
900 Chestnut Street, San Carlos, CA 94070
Friday, August, 2028 2100 - 0600 2 18 $77.75 $1,399.50
Art & Wine Fair
1300 - 1100 San Carlos Avenue, San Carlos, CA 94070
500 - 800 Laurel Street, San Carlos, CA 94070
Friday, October, 2028 1800 - 0800 1 14 $77.75 $1,088.50 Saturday, October, 2028 1800 - 0800 10 140 $77.75 $10,885.00 Sunday, October, 2028 1800 - 0800 1 14 $77.75 $1,088.50 Holiday Lighting Event
1900 & 2000 Blocks Eucalyptus Ave, San Carlos, CA 94070 Friday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Saturday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Friday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Saturday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Friday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Saturday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Friday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Saturday, December, 2028 1700 - 2100 4 16 $77.75 $1,244.00 Grand total 350 $27,213.00

9.h
March 23, 2026 Packet Pg. 131

CITY COUNCIL

STAFF REPORT
MEETING DATE: March 23, 2026
ITEM TITLE: Receive the State Mandated 2025 Housing Element Annual Progress Report and Direct Staff to Submit Report to the State Department of Housing and Community Development (HCD) by April 1, 2026.

RECOMMENDATION:

Receive the City of San Carlos’ 2025 Housing Element Annual Progress Report and direct staff to submit Report to the State Department of Housing and Community Development.

FISCAL IMPLICATIONS:

There are no fiscal implications, and no additional funding is needed.

BACKGROUND:

Government Code Section 65400 requires the City to prepare an Annual Progress Report on the status and progress in implementing the San Carlos 2023-2031 Housing Element, which was adopted by the City Council on January 23, 2023 and certified by the State Department of Housing and Community Development (HCD) on April 25, 2024. To comply with this requirement, staff has completed the State-mandated Annual Progress Report and would like to share its findings with the Planning and Transportation Commission prior to submitting it to the City Council and ultimately with the State Department of Housing and Community Development (HCD) by April 1, 2026.

The 2025 Housing Element Annual Progress Report for San Carlos consists of housing development applications that were submitted to the Planning Division, received planning approvals, received a Building Permit, and/or received a Certificate of Occupancy during the 2025 calendar year. Primarily, HCD’s required Annual Progress Report tracks a jurisdiction’s progress in meeting its Regional Housing Needs Allocation (RHNA) and includes a status update on the Housing Element’s action items (i.e. programs).

ANALYSIS:

The Annual Progress Report for 2025 is presented on standardized excel spreadsheets that were formatted and created by HCD (see Attachment 1). The state requires local jurisdictions to complete fourteen (14) key data sets, as applicable. These data sets are described below:

1. Housing development applications submitted during the calendar year.

2. Housing development applications that received a Planning entitlement (i.e. approval, were issued a Building Permit to begin construction, and/or received a Certificate of Occupancy.

9.i
March 23, 2026 Packet Pg. 132

3. RHNA Progress (i.e. number of Building Permits issued by affordability).

4. Sites identified or rezoned to accommodate shortfall housing need and no net-loss housing law.

5. Program (i.e. Housing Element Action Item) implementation status.

6. Commercial Development Bonus approvals.

7. Units rehabilitated, preserved, acquired for alternative adequate sites, and mobile home park units that were preserved.

8. Above-moderate income units converted to moderate income units.

9. Locally owned lands included in the Housing Element Sites Inventory, that have been sold, leased, or otherwise disposed of.

10. Locally owned surplus sites.

11. Student housing development for lower income students for which was granted a density bonus.

12. Local tenant preference ordinances maintained.

13. Newly added sites to any National, State, or Local historical registers.

14. Local Early Action Planning (LEAP) applications for funding.

A concise summary of San Carlos’ progress is provided below:

1. Applications for one hundred ninety-eight (198) housing units were deemed complete in 2025. Of these, 24 were for ADUs, 15 were for single family homes, 2 were for SB-9 units, and 157 units in a multifamily residential project (240 El Camino Real).

2. In 2025, a total of two hundred ninety-seven (297) units received Planning approvals. Of these, 36 were for ADUs, 9 were for single family homes, and 251 units in a multifamily residential project (11 El Camino Real). In terms of affordability levels, 34 are restricted for very-low income, 28 are restricted for low-income, 10 are restricted for moderateincome, and 213 are available for above-moderate income.

In 2025, the City issued Building Permits to construct 82 units, of which, 12 required the demolition of a previous housing unit, resulting in a net increase of 70 units to the City’s housing supply. As a reminder, San Carlos’ Regional Housing Needs Allocation (RHNA) is 2,735 units for the 2023-2031 planning period. HCD tracks progress towards RHNA by counting building permits issued in each calendar year. Of these 82 units, 36 units were for ADUs, 9 were for single family homes, 33 were for a multifamily residential development, and 1 is a 4-unit townhome development.

In 2025, a total of 41 units received a Certificate of Occupancy (i.e. Final Inspection). Of these, there were 27 ADUs, 10 single family homes, and 1 is a 4-unit development.

3. San Carlos’ 2023-2031 RHNA goal is 2,735 units by the year 2031. The third year of this planning period had Building Permits approved for 70 net new units added to the City’s housing supply. These 70 units consist of ADUs, single-family homes, a 4-unit townhome, and one multifamily residential project with 33 units (1232 Cherry Street). A total of 153 units during the 2023-2031 period count towards San Carlos’ RHNA target of 2,571 units.

9.i
March 23, 2026 Packet Pg. 133

9.i
March 23, 2026 Packet Pg. 134
Page Intentionally Left Blank
Table 1. San Carlos Regional Housing Needs Allocation Progress Income Level
RHNA
Allocation
by Income
Level
Projection
Period -
06/30/2022-
01/30/2023
20 23
20 24
20 25
2026 -
2031
(Future)
Total
Units
to
Date
Total
Remaining
RHNA by
Income
Level
Deed
Restricted - - - - -
Acutely
Low Non-Deed
Restricted
-
- - - - -
-
-
Deed
Restricted - - - - -
Extremely
Low Non-Deed
Restricted
-
- - - - -
-
-
Deed
Restricted - - - 3 -
Very Low
Non-Deed
Restricted
739
- - - 11 -
14 725
Deed
Restricted - - - 5 -
Low
Non-Deed
Restricted
425
- - - 10 -
15 410
Deed
Restricted - - - 19 -
Moderate
Non-Deed
Restricted
438
- - - 10 -
29 409
Above
Moderate 1,133 14 31 38 12 - 95 1,038
Total RHNA 2,735
Total Units 14 31 38 70 153 2,582

4. San Carlos’ Housing Element does not need, and thus does not contain, sites identified for rezoning to accommodate shortfall housing needs.

5. The Housing Element’s goals, policies, and actions (i.e. what actions or programs the city will undertake in the planning period) were developed and written in response to the City’s identified housing needs, constraints confronting the City, and resources available to address housing needs. These goals, policies, and actions address the State’s requirements by:
▪ Identifying adequate sites with appropriate zoning to accommodate San Carlos’ RHNA
▪ Assisting in the development of adequate housing to meet the needs of extremely low, very low, and low- and moderate-income households
▪ Removing governmental constraints that impede the maintenance, improvement, and production of housing
▪ Preserving and improving the condition of existing housing ▪ Promoting equal housing opportunities for all people

9.i
March 23, 2026 Packet Pg. 135
With adoption of the Housing Element in 2023, the City commits to completing a total of 37 over-arching actions and 149 subtasks over the 8-year planning period. These are described in detail in Table D of Attachment 1. Notable action items completed in 2025 include:
• Adopted Objective Design Standards and various Zoning Ordinance Amendments to streamline applications for mixed-use and multi-family development. • Awarded $80,900 to non-profit agencies to support rehabilitation of low to moderate income residences.
• Allocated $173,900 to non-profit agencies that serve the housing needs of special needs households in and around San Carlos.
• Completed 6 infrastructure improvements including a Safe Routes to School improvement program and a new high visibility crosswalk at Arroyo Avenue and Chestnut Street, upgraded sidewalks in and around Downtown, and addition of bike boxes and striped buffered bike lanes along the north and south sides of San Carlos Avenue at Devonshire Boulevard.
• Established internal procedures for processing pre-approved ADU applications and continues to partner with the ADU Resource Center to provide pre-approved plans on the ADU Plans Gallery webpage.

6. In 2025, there were no projects that used the Commercial Development Bonus provision.

7. In 2025, 6 units were rehabilitated, including 2 units at 50% AMI (very-low income) and 4 units at 60% AMI (low income). City provided relocation assistance including rent and moving expense equivalent to four (4) months, ensured tenants had the right to reoccupy units, and will continuously maintain affordability and occupancy restrictions for at least 55 years.

8. In 2025, no above-moderate housing units were converted into moderate-income housing.

9. In 2025, no locally owned lands in the Housing Element Sites Inventory have been sold, leased, or otherwise disposed of.

10. In 2025, San Carlos had no declared surplus lands.

11. In San Carlos, no student housing units were developed for lower income students.

12. The City of San Carlos does have a Tenant Preference Policy, which is set forth under San Carlos Municipal Code Section 18.16.080, B and provided on its website at:
https://www.cityofsancarlos.org/city_hall/departments_and_divisions/community_develo pment/housing/affordable_housing_and_resources/index.php. The Tenant Preference Policy was adopted and codified in June 2022 under Ordinance 1583.

13. In 2025, there were no newly added sites to any national, state or local historic registers.

14. In 2025, there were no new applications for Local Early Action Planning (LEAP) to report.

NEXT STEPS:

Staff will submit the Annual Progress Report to the State Department of Housing and Community

9.i
March 23, 2026 Packet Pg. 136
Development by April 1, 2026, as required by state law.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Receive the 2025 Housing Element Annual Progress Report and direct staff to submit report to the State Department of Housing and Community Development (HCD); or

2. Do not direct staff to submit report to HCD; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Al Savay, Community Development Director
Approved for submission by:
____________________________
Nil Blackburn, Interim City Manager
ATTACHMENT(S):

1. 2025 Annual Progress Report for the City of San Carlos’ 2023-2031 Housing Element

9.i
March 23, 2026 Packet Pg. 137
March 23, 2026

9.i
March 23, 2026 Packet Pg. 139
Planning Period 6th Cycle 01/31/2023 - 01/31/2031 Table A2 2 3 5 6 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Acutely LowIncome Deed Restricted Acutely LowIncome Non Deed Restricted Extremely Low- Income Deed Restricted Extremely Low- Income Non Deed Restricted Very LowIncome Deed Restricted Very LowIncome Non Deed Restricted Low- Income Deed RestrictedLow- Income Non Deed Restricted ModerateIncome Deed Restricted ModerateIncome Non Deed Restricted Above ModerateIncome Entitlement Date Approved# of Units issued Entitlements Acutely LowIncome Deed Restricted Acutely LowIncome Non Deed Restricted Extremely LowIncome Deed Restricted Summary Row: Start Data Entry Below 0 0 0 0 25 9 14 14 0 10 225 297 0 0 0 049332320 212 Manor PLN2024-00038 SFD O 15/23/2025 1
049332320 212 Manor PLN2024-00038 ADU R 0 0 0 0 0 1 0 0 0 0 0 5/23/2025 1 046111070 952 Holly PLN2024-00064 ADU R 0 0 0 0 0 0 1 1/24/2025 1 049211270 534 Wellington PLN2024-00125 ADU R 0 0 0 0 0 1 1/24/2025 1 050045160 424 Elm PLN2024-00134 ADU R 0 0 0 0 0 0 1 5/15/2025 1 045320170 11 El Camino PLN2024-00139 5+ R 0 0 0 0 25 0 13 0 0 0 213 2/15/2025 251 051305080 1737 Greenwood PLN2024-00142 SFD O 0 0 0 0 0 0 0 0 0 0 1 4/28/2025 1 051271680 153 Edgehill BLD2022-00720 SFD O 0
050273380 2388 Brittan BLD2025-00157 ADU R 0 0 0 0 0 0 0 0 0 1 0 5/7/2025 1 0 0 0 051342020 1189 Elm BLD2024-00745 ADU R 0 0 0 0 0 1 1/28/2025 1 049183040 31 Kenton BLD2024-00906 ADU R 0 0 0 0 0 1 3/12/2025 1 049374050 61 Madera BLD2024-00919 ADU R 0 0 0 0 0 1 2/6/2025 1 050132100 1232 Cherry BLD2024-00175
5+ R
0 050123090 1524 Cherry BLD2024-00567
2 to 4 O
0 050111090 1729 Elizabeth BLD2024-00628 SFD O 0
049091370 247 Club BLD2024-00733 SFD O 0
051406060 1803 Eaton BLD2024-00765 SFD O 0
049353040 546 Alameda BLD2024-00618 ADU R 1 4/2/2025 1
049322020 264 Arundel BLD2025-00105 ADU R 1 0 5/2/2025 1 050052310 315 Elm BLD2024-00221 ADU R 1 5/13/2025 1
046111150 1008 Holly BLD2024-00577 ADU R 1 1/14/2025 1
050293150 831 Hemlock BLD2022-00568 ADU R 1 4/21/2025 1 046122110 1058 Montgomery BLD2023-00644 ADU R 1 4/28/2025 1 050024190 547 Hillcrest BLD2023-00744 ADU R 1 3/26/2025 1 051262190 711 Park BLD2023-00809 ADU R 1 1/21/2025 1
046121150 988 Montgomery BLD2024-00773 ADU R 1 1/31/2025 1 046114090 1053 McCue BLD2024-00844 ADU R 1 4/11/2025 1
051213440 1249 Cordilleras Ave BLD2024-00638 ADU R 1 8/1/2025 1 051283240 249 Alberta Ave BLD2024-00396 ADU R 1 7/29/2025 1 051387200 177 Belvedere BLDR2025-00436 ADU R 1 12/23/2025 1 051262180 719 Park Ave PLN2025-00006 SFD O 1 1/21/2025 1 051262180 719 Park Ave PLN2025-00006 ADU R 1 1/21/2025 1 051263090 1934 Eaton Ave PLN2025-00044 ADU R 1 6/26/2025 1 049332320 212 Manor Dr PLN2024-00038 SFD O 1 5/23/2025 1 049332320 212 Manor Dr PLN2024-00038 ADU R 1 5/23/2025 1 051073270 614 Terrace Rd PLN2024-00116 SFD O 0
051111280 33 Cobblestone Ln PLN2025-00011 ADU R 1 1/23/2025 1 051332210 1364 Walnut St PLAN2025-00023 SFD O 1 12/15/2025 1 051101450 2731 Victoria Mnr PLAN2025-00077 ADU R 1 7/29/2025 1 051324070 1551 Arroyo Ave PLAN2025-00047 SFD O 1 12/5/2025 1 051304090 1 1
050512050 912 Leslie Ct PLN2025-00025 SFD O 1 7/18/2025 1 046112230 1040 Mccue Ave PLN2024-00113 SFD O 1 11/3/2025 1 051195020 275 Edgehill Dr PLN2025-00009 ADU R 1 9/29/2025 1 051374110 1633 Elm St PLN2025-00061 SFD O 1 6/20/2025 1 050081040 868 Cordilleras Ave BLD2024-00379 ADU R 0
050092090 749 Tamarack Ave BLD2024-00041 SFD O 0
050153210 725 Walnut St BLD2022-00643 ADU R 0
051346050 1025 Elm St BLD2023-00590 ADU R 0
049301170 14 Garden Ln BLD2022-00581 ADU R 0
045204050 45 Hartford Ave BLD2019-00978 SFD O 0
045204050 45 Hartford Ave BLD2019-00978 ADU R 0
050111120 746 Orange Ave BLD2022-00219 ADU R 0
049182090 30 Kenton Ave BLD2023-00193 ADU R 0
051284190 183 Ruby Ave BLD2022-00659 SFD O 0
051193200 100 Wildwood Ave BLD2023-00045 SFD O 0
051193200 100 Wildwood Ave BLD2023-00045 ADU R 0
049263010 248 Molton Ave BLD2023-00860 ADU R 0
1 Unit Types Affordability by Household Incomes - Completed Entitlement 4 Project Identifier Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units

9.i
March 23, 2026 Packet Pg. 140
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Summary Row: Start Data Entry Below 049332320 212 Manor PLN2024-00038 SFD O
049332320 212 Manor PLN2024-00038 ADU R
046111070 952 Holly PLN2024-00064 ADU R
049211270 534 Wellington PLN2024-00125 ADU R
050045160 424 Elm PLN2024-00134 ADU R
045320170 11 El Camino PLN2024-00139 5+ R
051305080 1737 Greenwood PLN2024-00142 SFD O
051271680 153 Edgehill BLD2022-00720 SFD O
050273380 2388 Brittan BLD2025-00157 ADU R
051342020 1189 Elm BLD2024-00745 ADU R
049183040 31 Kenton BLD2024-00906 ADU R
049374050 61 Madera BLD2024-00919 ADU R
050132100 1232 Cherry BLD2024-00175
5+ R
050123090 1524 Cherry BLD2024-00567
2 to 4 O
050111090 1729 Elizabeth BLD2024-00628 SFD O
049091370 247 Club BLD2024-00733 SFD O
051406060 1803 Eaton BLD2024-00765 SFD O
049353040 546 Alameda BLD2024-00618 ADU R
049322020 264 Arundel BLD2025-00105 ADU R
050052310 315 Elm BLD2024-00221 ADU R
046111150 1008 Holly BLD2024-00577 ADU R
050293150 831 Hemlock BLD2022-00568 ADU R
046122110 1058 Montgomery BLD2023-00644 ADU R
050024190 547 Hillcrest BLD2023-00744 ADU R
051262190 711 Park BLD2023-00809 ADU R
046121150 988 Montgomery BLD2024-00773 ADU R
046114090 1053 McCue BLD2024-00844 ADU R
051213440 1249 Cordilleras Ave BLD2024-00638 ADU R
051283240 249 Alberta Ave BLD2024-00396 ADU R
051387200 177 Belvedere BLDR2025-00436 ADU R
051262180 719 Park Ave PLN2025-00006 SFD O
051262180 719 Park Ave PLN2025-00006 ADU R
051263090 1934 Eaton Ave PLN2025-00044 ADU R
049332320 212 Manor Dr PLN2024-00038 SFD O
049332320 212 Manor Dr PLN2024-00038 ADU R
051073270 614 Terrace Rd PLN2024-00116 SFD O
051111280 33 Cobblestone Ln PLN2025-00011 ADU R
051332210 1364 Walnut St PLAN2025-00023 SFD O
051101450 2731 Victoria Mnr PLAN2025-00077 ADU R
051324070 1551 Arroyo Ave PLAN2025-00047 SFD O
051304090
050512050 912 Leslie Ct PLN2025-00025 SFD O
046112230 1040 Mccue Ave PLN2024-00113 SFD O
051195020 275 Edgehill Dr PLN2025-00009 ADU R
051374110 1633 Elm St PLN2025-00061 SFD O
050081040 868 Cordilleras Ave BLD2024-00379 ADU R
050092090 749 Tamarack Ave BLD2024-00041 SFD O
050153210 725 Walnut St BLD2022-00643 ADU R
051346050 1025 Elm St BLD2023-00590 ADU R
049301170 14 Garden Ln BLD2022-00581 ADU R
045204050 45 Hartford Ave BLD2019-00978 SFD O
045204050 45 Hartford Ave BLD2019-00978 ADU R
050111120 746 Orange Ave BLD2022-00219 ADU R
049182090 30 Kenton Ave BLD2023-00193 ADU R
051284190 183 Ruby Ave BLD2022-00659 SFD O
051193200 100 Wildwood Ave BLD2023-00045 SFD O
051193200 100 Wildwood Ave BLD2023-00045 ADU R
049263010 248 Molton Ave BLD2023-00860 ADU R
1 Project Identifier Unit Types
8 9 Extremely LowIncome Non Deed Restricted Very LowIncome Deed Restricted Very LowIncome Non Deed Restricted LowIncome Deed RestrictedLowIncome Non Deed Restricted ModerateIncome Deed Restricted ModerateIncome Non Deed Restricted Above ModerateIncome Building Permits Date Issued
# of Units Issued Building Permits Acutely LowIncome Deed Restricted Acutely LowIncome Non Deed Restricted Extremely LowIncome Deed Restricted Extremely LowIncome Non Deed Restricted Very LowIncome Deed Restricted Very LowIncome Non Deed Restricted LowIncome Deed Restricted
0 7 11 7 10 19 10 18 82 0 0 0 0 0 3 0
0 0
0 1 11/12/2025 1
0 0
1 6/10/2025 1
1 5/1/2025 1
0 0 0 0 0 0 1 0 5/7/2025 1
1 1/28/2025 1
1 3/12/2025 1 1
1 2/6/2025 1
7 7 18 1 3/25/2025 33
4 5/13/2025 4
1 1/27/2025 1
1 5/1/2025 1
1 1/16/2025 1
1 4/2/2025 1
1 5/2/2025 1
1 5/13/2025 1
1 1/14/2025 1
1 4/21/2025 1
1 4/28/2025 1
1 3/26/2025 1
1 1/21/2025 1 1
1 1/31/2025 1
1 4/11/2025 1
1 8/1/2025 1
1 7/29/2025 1
1 12/23/2025 1
1 9/10/2025 1
1 9/10/2025 1
1 9/2/2025 1
0 0
1 10/6/2025 1
1 9/18/2025 1
0 1 7/29/2025 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Affordability by Household Incomes - Building Permits Affordability by Household Incom 7 10

9.i
March 23, 2026 Packet Pg. 141
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Summary Row: Start Data Entry Below 049332320 212 Manor PLN2024-00038 SFD O
049332320 212 Manor PLN2024-00038 ADU R
046111070 952 Holly PLN2024-00064 ADU R
049211270 534 Wellington PLN2024-00125 ADU R
050045160 424 Elm PLN2024-00134 ADU R
045320170 11 El Camino PLN2024-00139 5+ R
051305080 1737 Greenwood PLN2024-00142 SFD O
051271680 153 Edgehill BLD2022-00720 SFD O
050273380 2388 Brittan BLD2025-00157 ADU R
051342020 1189 Elm BLD2024-00745 ADU R
049183040 31 Kenton BLD2024-00906 ADU R
049374050 61 Madera BLD2024-00919 ADU R
050132100 1232 Cherry BLD2024-00175
5+ R
050123090 1524 Cherry BLD2024-00567
2 to 4 O
050111090 1729 Elizabeth BLD2024-00628 SFD O
049091370 247 Club BLD2024-00733 SFD O
051406060 1803 Eaton BLD2024-00765 SFD O
049353040 546 Alameda BLD2024-00618 ADU R
049322020 264 Arundel BLD2025-00105 ADU R
050052310 315 Elm BLD2024-00221 ADU R
046111150 1008 Holly BLD2024-00577 ADU R
050293150 831 Hemlock BLD2022-00568 ADU R
046122110 1058 Montgomery BLD2023-00644 ADU R
050024190 547 Hillcrest BLD2023-00744 ADU R
051262190 711 Park BLD2023-00809 ADU R
046121150 988 Montgomery BLD2024-00773 ADU R
046114090 1053 McCue BLD2024-00844 ADU R
051213440 1249 Cordilleras Ave BLD2024-00638 ADU R
051283240 249 Alberta Ave BLD2024-00396 ADU R
051387200 177 Belvedere BLDR2025-00436 ADU R
051262180 719 Park Ave PLN2025-00006 SFD O
051262180 719 Park Ave PLN2025-00006 ADU R
051263090 1934 Eaton Ave PLN2025-00044 ADU R
049332320 212 Manor Dr PLN2024-00038 SFD O
049332320 212 Manor Dr PLN2024-00038 ADU R
051073270 614 Terrace Rd PLN2024-00116 SFD O
051111280 33 Cobblestone Ln PLN2025-00011 ADU R
051332210 1364 Walnut St PLAN2025-00023 SFD O
051101450 2731 Victoria Mnr PLAN2025-00077 ADU R
051324070 1551 Arroyo Ave PLAN2025-00047 SFD O
051304090
050512050 912 Leslie Ct PLN2025-00025 SFD O
046112230 1040 Mccue Ave PLN2024-00113 SFD O
051195020 275 Edgehill Dr PLN2025-00009 ADU R
051374110 1633 Elm St PLN2025-00061 SFD O
050081040 868 Cordilleras Ave BLD2024-00379 ADU R
050092090 749 Tamarack Ave BLD2024-00041 SFD O
050153210 725 Walnut St BLD2022-00643 ADU R
051346050 1025 Elm St BLD2023-00590 ADU R
049301170 14 Garden Ln BLD2022-00581 ADU R
045204050 45 Hartford Ave BLD2019-00978 SFD O
045204050 45 Hartford Ave BLD2019-00978 ADU R
050111120 746 Orange Ave BLD2022-00219 ADU R
049182090 30 Kenton Ave BLD2023-00193 ADU R
051284190 183 Ruby Ave BLD2022-00659 SFD O
051193200 100 Wildwood Ave BLD2023-00045 SFD O
051193200 100 Wildwood Ave BLD2023-00045 ADU R
049263010 248 Molton Ave BLD2023-00860 ADU R
1 Project Identifier Unit Types Streamlining Historic Sites Infill Housing without Financial Assistance or Deed Restrictions Term of Affordability or Deed Restriction 11 12 13 14 15 16 17 18 19 LowIncome Non Deed Restricted ModerateIncome Deed Restricted ModerateIncome Non Deed Restricted Above ModerateIncome Certificates of Occupancy or other forms of readiness (see instructions) Date Issued # of Units
issued Certificates of Occupancy or other forms of readiness Please select the state streamlining provision the project was APPROVED pursuant to. (may select multiple) Is this project
located on a site with an associated historical designation as outlined in Government Code Section 65400(a)(2)(N) and reported on Table L? Infill Units? Y/N+ Assistance Programs for Each Development (may select multiple - see
instructions) Deed Restriction Type
(may select multiple - see
instructions) For units affordable without financial assistance or deed restrictions, explain how the locality determined the units were affordable (see instructions) Term of Affordability or Deed Restriction (years) (if affordable in perpetuity enter 1000)+ 1 0 2 35 41
0 NONE No Y
0 NONE No Y Other ABAG ADU Study 0
0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y 0 NONE No Y
0 NONE No Y
0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 8/27/2025 1 NONE No Y ABAG ADU Study 1 8/18/2025 1 NONE No Y ABAG ADU Study 0 NONE No Y LIHTC INC, DB 1000 0 NONE No Y N/A
0 NONE No Y
0 NONE No Y
0 NONE No Y
0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 1 8/18/2025 1 SB 9 (2021) - Duplex in SF Zone No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 1 8/1/2025 1 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 10/23/2025 1 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y 0 NONE No Y ABAG ADU Study 0 NONE No Y
0 NONE No Y ABAG ADU Study 0 NONE No Y
0 NONE No Y ABAG ADU Study 0 NONE No Y
0 NONE No Y ABAG ADU Study 0 NONE No Y
0 NONE No Y
0 NONE No Y ABAG ADU Study 0 NONE No Y
1 2/11/2025 1 NONE No Y ABAG ADU Study 1 5/20/2025 1 NONE No Y 1 2/13/2025 1 NONE No Y ABAG ADU Study 1 1/9/2025 1 NONE No Y ABAG ADU Study 1 11/3/2025 1 NONE No Y ABAG ADU Study 1 9/22/2025 1 NONE No Y 1 9/22/2025 1 NONE No Y ABAG ADU Study 1 10/7/2025 1 NONE No Y ABAG ADU Study 1 6/12/2025 1 NONE No Y ABAG ADU Study 1 9/25/2025 1 NONE No Y 1 4/2/2025 1 NONE No Y
1 4/2/2025 1 NONE No Y ABAG ADU Study 1 8/20/2025 1 NONE No Y ABAG ADU Study mes - Certificates of Occupancy Housing with Financial Assistance and/or Deed Restrictions

9.i
March 23, 2026 Packet Pg. 142
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Summary Row: Start Data Entry Below 049332320 212 Manor PLN2024-00038 SFD O
049332320 212 Manor PLN2024-00038 ADU R
046111070 952 Holly PLN2024-00064 ADU R
049211270 534 Wellington PLN2024-00125 ADU R
050045160 424 Elm PLN2024-00134 ADU R
045320170 11 El Camino PLN2024-00139 5+ R
051305080 1737 Greenwood PLN2024-00142 SFD O
051271680 153 Edgehill BLD2022-00720 SFD O
050273380 2388 Brittan BLD2025-00157 ADU R
051342020 1189 Elm BLD2024-00745 ADU R
049183040 31 Kenton BLD2024-00906 ADU R
049374050 61 Madera BLD2024-00919 ADU R
050132100 1232 Cherry BLD2024-00175
5+ R
050123090 1524 Cherry BLD2024-00567
2 to 4 O
050111090 1729 Elizabeth BLD2024-00628 SFD O
049091370 247 Club BLD2024-00733 SFD O
051406060 1803 Eaton BLD2024-00765 SFD O
049353040 546 Alameda BLD2024-00618 ADU R
049322020 264 Arundel BLD2025-00105 ADU R
050052310 315 Elm BLD2024-00221 ADU R
046111150 1008 Holly BLD2024-00577 ADU R
050293150 831 Hemlock BLD2022-00568 ADU R
046122110 1058 Montgomery BLD2023-00644 ADU R
050024190 547 Hillcrest BLD2023-00744 ADU R
051262190 711 Park BLD2023-00809 ADU R
046121150 988 Montgomery BLD2024-00773 ADU R
046114090 1053 McCue BLD2024-00844 ADU R
051213440 1249 Cordilleras Ave BLD2024-00638 ADU R
051283240 249 Alberta Ave BLD2024-00396 ADU R
051387200 177 Belvedere BLDR2025-00436 ADU R
051262180 719 Park Ave PLN2025-00006 SFD O
051262180 719 Park Ave PLN2025-00006 ADU R
051263090 1934 Eaton Ave PLN2025-00044 ADU R
049332320 212 Manor Dr PLN2024-00038 SFD O
049332320 212 Manor Dr PLN2024-00038 ADU R
051073270 614 Terrace Rd PLN2024-00116 SFD O
051111280 33 Cobblestone Ln PLN2025-00011 ADU R
051332210 1364 Walnut St PLAN2025-00023 SFD O
051101450 2731 Victoria Mnr PLAN2025-00077 ADU R
051324070 1551 Arroyo Ave PLAN2025-00047 SFD O
051304090
050512050 912 Leslie Ct PLN2025-00025 SFD O
046112230 1040 Mccue Ave PLN2024-00113 SFD O
051195020 275 Edgehill Dr PLN2025-00009 ADU R
051374110 1633 Elm St PLN2025-00061 SFD O
050081040 868 Cordilleras Ave BLD2024-00379 ADU R
050092090 749 Tamarack Ave BLD2024-00041 SFD O
050153210 725 Walnut St BLD2022-00643 ADU R
051346050 1025 Elm St BLD2023-00590 ADU R
049301170 14 Garden Ln BLD2022-00581 ADU R
045204050 45 Hartford Ave BLD2019-00978 SFD O
045204050 45 Hartford Ave BLD2019-00978 ADU R
050111120 746 Orange Ave BLD2022-00219 ADU R
049182090 30 Kenton Ave BLD2023-00193 ADU R
051284190 183 Ruby Ave BLD2022-00659 SFD O
051193200 100 Wildwood Ave BLD2023-00045 SFD O
051193200 100 Wildwood Ave BLD2023-00045 ADU R
049263010 248 Molton Ave BLD2023-00860 ADU R
1 Project Identifier Unit Types Notes
20 21 22 23 24 25 Number of Demolished/Destro
yed Units Demolished or Destroyed Units Demolished/ Destroyed Units Owner or Renter Total Density Bonus Applied to the Project (Percentage Increase in Total Allowable Units or Total Maximum Allowable Residential Gross Floor Area) Number of Other Incentives, Concessions, Waivers, or Other Modifications Given to the Project (Excluding Parking Waivers or Parking Reductions) List the incentives, concessions, waivers, and modifications (Excluding Parking Waivers or Parking Modifications) Did the project receive a reduction or waiver of parking standards? (Y/N) Notes+ 12 1 Demolished Unit has not been demolished yet. No Building permit issued O Permit not yet issued Permit not yet issued 1 Demolished O
1 Demolished O
6 Demolished R 13.80%
6 Development Standards Modification Yes 1 Demolished O No concessions or waivers requested. No BMR units proposed. 1 Demolished O 1 Demolished O
Demolished/Destroyed Units Density Bonus

9.i
March 23, 2026 Packet Pg. 143
Planning Period 6th Cycle 01/31/2023 - 01/31/2031 Table A2 2 3 5 6 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Acutely LowIncome Deed Restricted Acutely LowIncome Non Deed Restricted Extremely Low- Income Deed Restricted Extremely Low- Income Non Deed Restricted Very LowIncome Deed Restricted Very LowIncome Non Deed Restricted Low- Income Deed RestrictedLow- Income Non Deed Restricted ModerateIncome Deed Restricted ModerateIncome Non Deed Restricted Above ModerateIncome Entitlement Date Approved# of Units issued Entitlements Acutely LowIncome Deed Restricted Acutely LowIncome Non Deed Restricted Extremely LowIncome Deed Restricted 1 Unit Types Affordability by Household Incomes - Completed Entitlement 4 Project Identifier Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 046111030 928 Holly St BLD2021-00839 ADU R 0
049374050 61 Madera Ave BLD2024-00919 ADU R 1 2/6/2025 1 051321110 211 Bay Tree Rd BLD2021-00240 SFD O 0
051203030 2267 Howard Ave BLD2023-00779 ADU R 0
050292210 825 Orange Ave BLD2023-00567 SFD O 0
050292210 825 Orange Ave BLD2023-00567 ADU R 0
050151200 782 Elm St BLD2020-00127 2 to 4 O 0
0 051251120 1967 White Oak Way BLD2021-00417 SFD O 0
051251120 1967 White Oak Way BLD2021-00417 ADU R 0
051213040 2081 Greenwood Ave BLD2023-00502 SFD O 0
046111150 1008 Holly St BLD2022-00067 ADU R 0
050083200 1948 Belle Ave BLD2021-00783 SFD O 0
050083200 1948 Belle Ave BLD2021-00783 ADU R 0
050251020 806 Tamarack Ave BLD2021-00404 ADU R 0
050044060 386 Glenwood St BLD2022-00335 ADU R 0
051347050 1025 Walnut St BLD2023-00807 ADU R 0
046111050 940 Holly St BLD2023-00058 ADU R 0
051228440 61 Hilltop Dr BLD2022-00678 SFD O 0
051228440 61 Hilltop Dr BLD2022-00678 ADU R 0
051294190 2107 Eaton Ave BLD2023-00657 ADU R 0
050103070 1865 Carmelita Dr BLD2024-00874 SFD O 0
046125020 910 Hall St BLD2024-00740 ADU R 1 6/10/2025 1 046121160 994 Montgomery St BLD2024-00725 ADU R 1 12/4/2025 1 051061210 18 Estrada Pl BLD2023-00318 ADU R 0
049181150
2549 San Carlos Ave BLD2021-00816 ADU R 0
051345100 1026 Elm St BLD2025-00270 ADU R 1 11/10/2025 1 049301160 10 Shelford Ave BLD2023-00331 ADU R 0
050372060 1120 Hudson Ct BLD2024-00935 ADU R 1 6/27/2025 1 050024170 539 Hillcrest Rd BLD2024-00918 ADU R 1 7/9/2025 1 050241160 905 Bauer Dr BLD2023-00236 ADU R 0
051386220 1411 Chestnut St BLDR2025-00149 ADU R 1 10/10/2025 1 051141010 2515 Howard Ave BLD2025-00201 ADU R 1 6/18/2025 1 051305540 1736 Howard Ave BLD2024-00489 ADU R 0
051073270 614 Terrace Rd BLDR2025-00079 SFD O 0
051235110 2430 Eaton BLD2025-00282 ADU R 1 7/14/2025 1
050083070 1857 Elizabeth St BLD2024-00120 ADU R 1 1/17/2025 1 0 9.i
March 23, 2026 Packet Pg. 144
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner 1 Project Identifier Unit Types 046111030 928 Holly St BLD2021-00839 ADU R
049374050 61 Madera Ave BLD2024-00919 ADU R
051321110 211 Bay Tree Rd BLD2021-00240 SFD O
051203030 2267 Howard Ave BLD2023-00779 ADU R
050292210 825 Orange Ave BLD2023-00567 SFD O
050292210 825 Orange Ave BLD2023-00567 ADU R
050151200 782 Elm St BLD2020-00127 2 to 4 O
051251120 1967 White Oak Way BLD2021-00417 SFD O
051251120 1967 White Oak Way BLD2021-00417 ADU R
051213040 2081 Greenwood Ave BLD2023-00502 SFD O
046111150 1008 Holly St BLD2022-00067 ADU R
050083200 1948 Belle Ave BLD2021-00783 SFD O
050083200 1948 Belle Ave BLD2021-00783 ADU R
050251020 806 Tamarack Ave BLD2021-00404 ADU R
050044060 386 Glenwood St BLD2022-00335 ADU R
051347050 1025 Walnut St BLD2023-00807 ADU R
046111050 940 Holly St BLD2023-00058 ADU R
051228440 61 Hilltop Dr BLD2022-00678 SFD O
051228440 61 Hilltop Dr BLD2022-00678 ADU R
051294190 2107 Eaton Ave BLD2023-00657 ADU R
050103070 1865 Carmelita Dr BLD2024-00874 SFD O
046125020 910 Hall St BLD2024-00740 ADU R
046121160 994 Montgomery St BLD2024-00725 ADU R
051061210 18 Estrada Pl BLD2023-00318 ADU R
049181150
2549 San Carlos Ave BLD2021-00816 ADU R
051345100 1026 Elm St BLD2025-00270 ADU R
049301160 10 Shelford Ave BLD2023-00331 ADU R
050372060 1120 Hudson Ct BLD2024-00935 ADU R
050024170 539 Hillcrest Rd BLD2024-00918 ADU R
050241160 905 Bauer Dr BLD2023-00236 ADU R
051386220 1411 Chestnut St BLDR2025-00149 ADU R
051141010 2515 Howard Ave BLD2025-00201 ADU R
051305540 1736 Howard Ave BLD2024-00489 ADU R
051073270 614 Terrace Rd BLDR2025-00079 SFD O
051235110 2430 Eaton BLD2025-00282 ADU R
050083070 1857 Elizabeth St BLD2024-00120 ADU R
8 9 Extremely LowIncome Non Deed Restricted Very LowIncome Deed Restricted Very LowIncome Non Deed Restricted LowIncome Deed RestrictedLowIncome Non Deed Restricted ModerateIncome Deed Restricted ModerateIncome Non Deed Restricted Above ModerateIncome Building Permits Date Issued
# of Units Issued Building Permits Acutely LowIncome Deed Restricted Acutely LowIncome Non Deed Restricted Extremely LowIncome Deed Restricted Extremely LowIncome Non Deed Restricted Very LowIncome Deed Restricted Very LowIncome Non Deed Restricted LowIncome Deed Restricted Affordability by Household Incomes - Building Permits Affordability by Household Incom 7 10
0 1 2/6/2025 1 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 1 11/12/2025 1
1 8/28/2025 1
1 12/4/2025 1
1 6/4/2025 1
1 7/21/2025 1
1 11/10/2025 1
1 7/23/2025 1
1 6/27/2025 1
1 7/9/2025 1
1 9/5/2025 1
1 10/10/2025 1
1 6/18/2025 1
1 0 10/27/2025 1
1 10/6/2025 1
1 7/14/2025 1
0 0

9.i
March 23, 2026 Packet Pg. 145
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner 1 Project Identifier Unit Types 046111030 928 Holly St BLD2021-00839 ADU R
049374050 61 Madera Ave BLD2024-00919 ADU R
051321110 211 Bay Tree Rd BLD2021-00240 SFD O
051203030 2267 Howard Ave BLD2023-00779 ADU R
050292210 825 Orange Ave BLD2023-00567 SFD O
050292210 825 Orange Ave BLD2023-00567 ADU R
050151200 782 Elm St BLD2020-00127 2 to 4 O
051251120 1967 White Oak Way BLD2021-00417 SFD O
051251120 1967 White Oak Way BLD2021-00417 ADU R
051213040 2081 Greenwood Ave BLD2023-00502 SFD O
046111150 1008 Holly St BLD2022-00067 ADU R
050083200 1948 Belle Ave BLD2021-00783 SFD O
050083200 1948 Belle Ave BLD2021-00783 ADU R
050251020 806 Tamarack Ave BLD2021-00404 ADU R
050044060 386 Glenwood St BLD2022-00335 ADU R
051347050 1025 Walnut St BLD2023-00807 ADU R
046111050 940 Holly St BLD2023-00058 ADU R
051228440 61 Hilltop Dr BLD2022-00678 SFD O
051228440 61 Hilltop Dr BLD2022-00678 ADU R
051294190 2107 Eaton Ave BLD2023-00657 ADU R
050103070 1865 Carmelita Dr BLD2024-00874 SFD O
046125020 910 Hall St BLD2024-00740 ADU R
046121160 994 Montgomery St BLD2024-00725 ADU R
051061210 18 Estrada Pl BLD2023-00318 ADU R
049181150
2549 San Carlos Ave BLD2021-00816 ADU R
051345100 1026 Elm St BLD2025-00270 ADU R
049301160 10 Shelford Ave BLD2023-00331 ADU R
050372060 1120 Hudson Ct BLD2024-00935 ADU R
050024170 539 Hillcrest Rd BLD2024-00918 ADU R
050241160 905 Bauer Dr BLD2023-00236 ADU R
051386220 1411 Chestnut St BLDR2025-00149 ADU R
051141010 2515 Howard Ave BLD2025-00201 ADU R
051305540 1736 Howard Ave BLD2024-00489 ADU R
051073270 614 Terrace Rd BLDR2025-00079 SFD O
051235110 2430 Eaton BLD2025-00282 ADU R
050083070 1857 Elizabeth St BLD2024-00120 ADU R
Streamlining Historic Sites Infill
Housing without Financial Assistance or Deed Restrictions Term of Affordability or Deed Restriction 11 12 13 14 15 16 17 18 19 LowIncome Non Deed Restricted ModerateIncome Deed Restricted ModerateIncome Non Deed Restricted Above ModerateIncome Certificates of Occupancy or other forms of readiness (see instructions) Date Issued # of Units
issued Certificates of Occupancy or other forms of readiness Please select the state streamlining provision the project was APPROVED pursuant to. (may select multiple) Is this project
located on a site with an associated historical designation as outlined in Government Code Section 65400(a)(2)(N) and reported on Table L? Infill Units? Y/N+ Assistance Programs for Each Development (may select multiple - see
instructions) Deed Restriction Type
(may select multiple - see
instructions) For units affordable without financial assistance or deed restrictions, explain how the locality determined the units were affordable (see instructions) Term of Affordability or Deed Restriction (years) (if affordable in perpetuity enter 1000)+ mes - Certificates of Occupancy Housing with Financial Assistance and/or Deed Restrictions 1 6/20/2025 1 NONE No Y ABAG ADU Study 8/18/2025 1 NONE No Y ABAG ADU Study 1 7/16/2025 1 NONE No Y 1 2/20/2025 1 NONE No Y ABAG ADU Study 1 8/11/2025 1 NONE No Y 1 8/11/2025 1 NONE No Y ABAG ADU Study 4 6/9/2025 4 NONE No Y 0 0 1 3/28/2025 1 NONE No Y
1 3/28/2025 1 NONE No Y ABAG ADU Study 1 2/14/2025 1 NONE No Y 1 1/6/2025 1 NONE No Y ABAG ADU Study 1 2/7/2025 1 NONE No Y 1 2/7/2025 1 NONE No Y ABAG ADU Study 1 2/3/2025 1 NONE No Y ABAG ADU Study 1 2/5/2025 1 NONE No Y ABAG ADU Study 1 1/13/2025 1 NONE No Y ABAG ADU Study 1 12/19/2025 1 NONE No Y ABAG ADU Study 1 10/14/2025 1 NONE No Y 1 10/14/2025 1 NONE No Y ABAG ADU Study 1 12/12/2025 1 NONE No Y ABAG ADU Study 0 NONE No Y 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y ABAG ADU Study 0 NONE No Y 0 ABAG ADU Study 0 ABAG ADU Study 0

9.i
March 23, 2026 Packet Pg. 146
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner 1 Project Identifier Unit Types 046111030 928 Holly St BLD2021-00839 ADU R
049374050 61 Madera Ave BLD2024-00919 ADU R
051321110 211 Bay Tree Rd BLD2021-00240 SFD O
051203030 2267 Howard Ave BLD2023-00779 ADU R
050292210 825 Orange Ave BLD2023-00567 SFD O
050292210 825 Orange Ave BLD2023-00567 ADU R
050151200 782 Elm St BLD2020-00127 2 to 4 O
051251120 1967 White Oak Way BLD2021-00417 SFD O
051251120 1967 White Oak Way BLD2021-00417 ADU R
051213040 2081 Greenwood Ave BLD2023-00502 SFD O
046111150 1008 Holly St BLD2022-00067 ADU R
050083200 1948 Belle Ave BLD2021-00783 SFD O
050083200 1948 Belle Ave BLD2021-00783 ADU R
050251020 806 Tamarack Ave BLD2021-00404 ADU R
050044060 386 Glenwood St BLD2022-00335 ADU R
051347050 1025 Walnut St BLD2023-00807 ADU R
046111050 940 Holly St BLD2023-00058 ADU R
051228440 61 Hilltop Dr BLD2022-00678 SFD O
051228440 61 Hilltop Dr BLD2022-00678 ADU R
051294190 2107 Eaton Ave BLD2023-00657 ADU R
050103070 1865 Carmelita Dr BLD2024-00874 SFD O
046125020 910 Hall St BLD2024-00740 ADU R
046121160 994 Montgomery St BLD2024-00725 ADU R
051061210 18 Estrada Pl BLD2023-00318 ADU R
049181150
2549 San Carlos Ave BLD2021-00816 ADU R
051345100 1026 Elm St BLD2025-00270 ADU R
049301160 10 Shelford Ave BLD2023-00331 ADU R
050372060 1120 Hudson Ct BLD2024-00935 ADU R
050024170 539 Hillcrest Rd BLD2024-00918 ADU R
050241160 905 Bauer Dr BLD2023-00236 ADU R
051386220 1411 Chestnut St BLDR2025-00149 ADU R
051141010 2515 Howard Ave BLD2025-00201 ADU R
051305540 1736 Howard Ave BLD2024-00489 ADU R
051073270 614 Terrace Rd BLDR2025-00079 SFD O
051235110 2430 Eaton BLD2025-00282 ADU R
050083070 1857 Elizabeth St BLD2024-00120 ADU R
Notes
20 21 22 23 24 25 Number of Demolished/Destro
yed Units Demolished or Destroyed Units Demolished/ Destroyed Units Owner or Renter Total Density Bonus Applied to the Project (Percentage Increase in Total Allowable Units or Total Maximum Allowable Residential Gross Floor Area) Number of Other Incentives, Concessions, Waivers, or Other Modifications Given to the Project (Excluding Parking Waivers or Parking Reductions) List the incentives, concessions, waivers, and modifications (Excluding Parking Waivers or Parking Modifications) Did the project receive a reduction or waiver of parking standards? (Y/N) Notes+ Demolished/Destroyed Units Density Bonus No

9.i
March 23, 2026 Packet Pg. 147
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
2 3 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner 1 Project Identifier Unit Types 046111030 928 Holly St BLD2021-00839 ADU R
049374050 61 Madera Ave BLD2024-00919 ADU R
051321110 211 Bay Tree Rd BLD2021-00240 SFD O
051203030 2267 Howard Ave BLD2023-00779 ADU R
050292210 825 Orange Ave BLD2023-00567 SFD O
050292210 825 Orange Ave BLD2023-00567 ADU R
050151200 782 Elm St BLD2020-00127 2 to 4 O
051251120 1967 White Oak Way BLD2021-00417 SFD O
051251120 1967 White Oak Way BLD2021-00417 ADU R
051213040 2081 Greenwood Ave BLD2023-00502 SFD O
046111150 1008 Holly St BLD2022-00067 ADU R
050083200 1948 Belle Ave BLD2021-00783 SFD O
050083200 1948 Belle Ave BLD2021-00783 ADU R
050251020 806 Tamarack Ave BLD2021-00404 ADU R
050044060 386 Glenwood St BLD2022-00335 ADU R
051347050 1025 Walnut St BLD2023-00807 ADU R
046111050 940 Holly St BLD2023-00058 ADU R
051228440 61 Hilltop Dr BLD2022-00678 SFD O
051228440 61 Hilltop Dr BLD2022-00678 ADU R
051294190 2107 Eaton Ave BLD2023-00657 ADU R
050103070 1865 Carmelita Dr BLD2024-00874 SFD O
046125020 910 Hall St BLD2024-00740 ADU R
046121160 994 Montgomery St BLD2024-00725 ADU R
051061210 18 Estrada Pl BLD2023-00318 ADU R
049181150
2549 San Carlos Ave BLD2021-00816 ADU R
051345100 1026 Elm St BLD2025-00270 ADU R
049301160 10 Shelford Ave BLD2023-00331 ADU R
050372060 1120 Hudson Ct BLD2024-00935 ADU R
050024170 539 Hillcrest Rd BLD2024-00918 ADU R
050241160 905 Bauer Dr BLD2023-00236 ADU R
051386220 1411 Chestnut St BLDR2025-00149 ADU R
051141010 2515 Howard Ave BLD2025-00201 ADU R
051305540 1736 Howard Ave BLD2024-00489 ADU R
051073270 614 Terrace Rd BLDR2025-00079 SFD O
051235110 2430 Eaton BLD2025-00282 ADU R
050083070 1857 Elizabeth St BLD2024-00120 ADU R
Notes
20 21 22 23 24 25 Number of Demolished/Destro
yed Units Demolished or Destroyed Units Demolished/ Destroyed Units Owner or Renter Total Density Bonus Applied to the Project (Percentage Increase in Total Allowable Units or Total Maximum Allowable Residential Gross Floor Area) Number of Other Incentives, Concessions, Waivers, or Other Modifications Given to the Project (Excluding Parking Waivers or Parking Reductions) List the incentives, concessions, waivers, and modifications (Excluding Parking Waivers or Parking Modifications) Did the project receive a reduction or waiver of parking standards? (Y/N) Notes+ Demolished/Destroyed Units Density Bonus No

9.i
March 23, 2026 Packet Pg. 148

9.i
March 23, 2026 Packet Pg. 149

9.i
March 23, 2026 Packet Pg. 150
Jurisdiction San Carlos Reporting Year 2025 (Jan. 1 - Dec. 31) 1 2 3 4 5 6 7 8 9 Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-1.1 Rental Inspection Program • Continue the Rental Inspection Program to preserve and improve existing housing stock and neighborhood quality. Ongoing; annually conduct approximately 240 inspection visits 6th Cycle Continuous The City implements the Rental Inspection Program on a two-year schedule. In 2025, the City performed 59 rental apartment inspections. Other 59 Request information via email: Robert Lord <[email protected]> ACTION HOU-1.2 Residential Rehabilitation Programs • As CDBG funds are available through San Mateo County Consortium, provide grants or loans to low- and moderate-income households for the rehabilitation of residences. Examples of eligible repairs and improvements include but are not limited to energy efficiency and water conservation improvements, removal of impediments and material barriers that obstruct accessibility, roofing, plumbing repairs, electrical repairs, exterior painting, window replacement, seismic and flooding safety repairs/adaptations, and climate resiliency adaptations. 6th Cycle Continuous
While San Carlos did not receive CDBG funds in 2025, the City did utilize its own funding sources to award $80,900 to non-profit agencies to support rehabilitation of low to moderate income residences. None ACTION HOU-1.2 Residential Rehabilitation Programs • Promote the availability of home repair services for low-income and special needs households available from private agencies in the county. 6th Cycle Continuous The City promotes BMR home-repair resources on the City's "Affordable Housing and Resources" website by providing links to agencies such as Rebuilding Together Peninsula. https://www.cityofsancarlos.org/city_hall/dep artments_and_divisions/community_develop
ment/housing/affordable_housing_and_reso
urces/index.php ACTION HOU-1.2 Residential Rehabilitation Programs • The City will proactively outreach to low- and moderate-income households regarding available grants or loans for residential rehabilitation throughout the planning period. 6th Cycle Continuous Through the City's Affordable Housing NOFA program, the City notifies affordable housing agencies of grant funds available for home repair services, which in turn directly benefits low-income and special needs households. For example, the City awarded PARCA with 26K in 2025 to fund essential renovations for extremely low income disabled adults. Other 1 None ACTION HOU-1.3 Preservation of At-Risk Housing Retention of subsidized (i.e., assisted) housing is a critical part of maintaining the supply of affordable housing in San Carlos. San Carlos will continue to monitor the affordability of existing deed-restricted units and coordinate with property owners to encourage the retention of affordability of these units. At this time, San Carlos has no units at-risk of converting to market rate in the next ten years; however, programs are included in the unforeseen event that affordable units become at-risk during or immediately following the Housing Element period. • Annually monitor the affordability status of at-risk rental units. 6th Cycle Continuous The San Carlos Housing Division conducts annual re-certifications to monitor the affordability status of all Below Market Rate units.

Request information via email: Housing
Division <[email protected]> ACTION HOU-1.3 Preservation of At-Risk Housing • Maintain and update the City’s list of nonprofit and community-based organizations to contact regarding possible ownership and management of the at-risk units if they are in imminent risk of conversion. 6th Cycle Continuous Through the annual re-certification monitoring, the City also keeps track of at-risk rental units. Request information via email: Housing Division <[email protected]> ACTION HOU-1.3 Preservation of At-Risk Housing • In the event a project becomes at risk of converting to market-rate housing, work with property owners or other interested non-profit housing providers 6th Cycle Continuous As of 2025, there are no at-risk rental units. Request information via email: Housing Division <[email protected]> ACTION HOU-1.4 Code Enforcement San Carlos encourages the maintenance and improvement of housing for all income levels through its Code Enforcement Program. The goal of code enforcement is to minimize deferred maintenance and eliminate health and safety problems. • Continue to implement the Code Enforcement program to bring substandard housing units into compliance with City building and property maintenance codes. 6th Cycle Continuous Code Enforcement works with property owners and tenants to address non-compliant buildings, property maintenace and health and safety issues. Request information via email: Robert Lord <[email protected]> ACTION HOU-1.4 Code Enforcement • Continue to refer eligible households to the available resources provided by nonprofits in the region, and as feasible connect with local volunteer groups for rehabilitation support.
6th Cycle Continuous
The program also provides direction and assistance by referring households to nonprofit resources and, when feasible, connecting them with local volunteer groups to help bring properties into compliance. Request information via email: Robert Lord <[email protected]> ACTION HOU-1.4 Code Enforcement • Continue to evaluate staffing and funding to ensure adequate resources for the Code Enforcement Program. 6th Cycle Continuous Code Enforcement will continue to evaluate staffing and funding levels to ensure adequate resources are available to support ongoing and future enforcement efforts. Request information via email: Robert Lord <[email protected]>

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation Housing Programs Progress Report Table D Program Implementation Status pursuant to GC Section 65583 Continue to participate in the San Mateo County Consortium; add information on home repair organizations to the City’s website in 2024, meet with affordable housing developers in 2024 to discuss rehabilitation opportunities; engage in proactive outreach to low-and- moderate income households annually Ongoing; Annually monitor/report the affordability status of at-risk rental units as part of the Annual Progress Report process; Contact owners with expiring covenants two years in advance of the expiring covenant Ongoing

9.i
March 23, 2026 Packet Pg. 151
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
As taller and denser housing developments are constructed as a result of the City Density Bonus and revisions to the Zoning Ordinance, determine whether additional incentives are necessary for the development of small and odd-shaped lots and/or lot consolidation. Incentives could include: 6th Cycle Continuous A majority of development applications received in 2025 were eligible for Assembly Bill 2097 exempting them from minimum parking standards. In addition, through the Objective Design Standards approved in 2025, the maximum floor area ratio was eliminated for mixed-use and multi-family projects. None of these applications have highlighted issues with the Zoning Ordinance nor the City Density Bonus. City will continue to monitor the need for incentives as these development applications and any additional applications proceed through the entitlement process. Staff will provide the City Council a summary on the outcome of the Zoning Code and City Density Bonus at the Annual Progress Report presentation in March of 2026. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
• Rounding up when calculating allowable units to encourage lot consolidation. 6th Cycle Continuous Ongoing, the Planning Division rounds up when calculating allowable units pursuant to SCMC Section 18.03.030 A, B. None ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
• Providing technical assistance, such as land development counseling by Community Development staff, with consolidation or development of small and odd-shaped lots. 6th Cycle Continuous Ongoing, the Planning Division actively engages with and provides direction to applicants looking to develop lots that are irregulalry shaped or looking for consolidation. None ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
• Conduct proactive outreach by advertising lot consolidation and potential site opportunities to existing property owners and prospective developers. Advertising efforts may include the preparation and distribution of a brochure with information about program incentives and an invitation to attend a working session to discuss opportunities for lot consolidation or the development of small and odd-shaped lots. 6th Cycle Completed Ongoing, the City's GIS provides information such as lot size, zoning designation, Housing Element site designation, and potential yield of units by income category.

Through the Objective Design Standards project, adopted October 2025, the City reached out to developers, property owners, and conducted several stakeholder meetings to discuss development standards. This process also included preparing a number of different test fits of proposed development standards including standards for small lots. The City is currently processing a housing project at 240 El Camino Real which proposes to consolidate two lots. https://mydashgis.com/SanCarlosZoning/ma p, https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
• Providing priority processing for affordable housing and projects that exceed minimum BMR requirements. 6th Cycle Continuous Ongoing, the City continues to prioritize review of affordable housing projects as a standard practice consistent with State law. None ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
• Continue to provide fee deferrals and waivers for 100% affordable housing projects. 6th Cycle Continuous Consistent with State law, the City provides fee deferrals for 100% affordable housing projects where fees are collected prior to Certificate of Occupancy, rather than prior to building permit issuance. Request information via email: Building Division, [email protected] ACTION HOU-2.1 Small Lot Development and Lot Consolidation Incentives—Citywide
Conduct a review to assess the City Density Bonus and density, height, and parking standards in the Zoning Ordinance in 2025; 6th Cycle Continuous In Ocotober 2025, the City adopted Objective Design Standards (ODS) for multi-family and mixed-use zoning districts that included Zoning Ordinance Amendments to existing development standards to optimize the ability of projects to adhere to the minimum/maximum density ranges identified in the underlying zoning district and general plan. One notable ordinance amendment through the Objective Design Standards project was elimiation of the FAR maximums for residential projects within the mixed-use and multi-family zoning districts.
https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown As part of the 2022-2024 Downtown Specific Plan project, identify new incentives for small lot development and/or lot consolidation. The program may include incentives for small lots such as: • Increasing allowable zoning density 6th Cycle Continuous DTSP was adopted on November 24, 2025. The potential to upzone the SamTrans site from MU-DC-100 to MU-D-120 was not supported by SamTrans. None ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Relaxed development standards (including parking reductions for small lots) 6th Cycle In Progress
City continues to make progress on a citywide update to parking standards as part of its TDM and Parking Reform initiative and remains on track for completion in 2026. The DTSP includes provisions for unbundled parking and shared parking, and contains no minimum parking requirements. https://www.sancarlosdowntownplan.com/_fi les/ugd/f9fd48_72f17bb602584f0bbb78b7a
2893e2ee0.pdf
Ongoing; conduct a review to assess the City Density Bonus and density, height, and parking standards in the Zoning Ordinance in 2025; as needed identify additional incentives and present options to Council in 2026; review this action item on an annual basis to evaluate its effectiveness and make recommendations as needed; conduct proactive outreach annually.

9.i
March 23, 2026 Packet Pg. 152
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Streamlined permitting process 6th Cycle Completed Streamlining development applications were set forth as part of the City's Objective Design Standards for mixed-use developments, which applies in the Downtown area. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• City financial contributions, as well as other density bonuses, incentives and concessions that are otherwise required by State density bonus law for the provision of higher levels of affordable housing. 6th Cycle Continuous
A building permit was issued in 2025 for a 100% affordable housing project consisting of 33 units on an infill development site located within the Downtown Specific Plan. The City contributed a total of $12,800,000 to the project, including land donation, and also provided waivers for all development fees charged by the City. None ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Rounding up when calculating allowable units to encourage lot consolidation. 6th Cycle Completed Completed. San Carlos Municipal Code Section 18.03.030 (A) and (B) contain provisions for rounding up.
https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Providing technical assistance, such as land development counseling by Community Development staff, with consolidation or development of small and odd-shaped lots. 6th Cycle Continuous Ongoing; Staff from Current and Advance Planning continue to provide technical assistance as needed. None ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Conduct proactive outreach by advertising lot consolidation and potential site opportunities to existing property owners and prospective developers. Advertising efforts may include the preparation and distribution of a brochure with information about program incentives and an invitation to attend a working session to discuss opportunities for lot consolidation or the development of small and odd-shaped lots. 6th Cycle In Progress The City is currently exploring ways to advertise lot consolidation to property owners and prospective developers. At the public counter, staff promotes benefits of consolidating small lots. Request information via email: Advance Planning, [email protected] ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Providing priority processing for affordable housing and projects that exceed minimum BMR requirements. 6th Cycle Continuous The City continues to prioritize affordable housing developments such as a 1562 El Camino Real which is a 100% senior affordable housing project.

Request information via email: Housing
Division <[email protected]> ACTION HOU-2.2 Small Lot Development and Lot Consolidation Incentives—Downtown
• Continue to provide fee deferrals and waivers for 100% affordable housing projects. 6th Cycle Continuous This has been done for 1232 Cherry St, which is a 100% affordable development project. The City will continue to prioritize future proposals. This is an ongoing objective.

Request information via email: Housing
Division <[email protected]> ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households Extremely low-income households and households with special needs have limited housing options. To meet the needs of special needs groups, innovative housing options should also be implemented. • Continue to apply the commercial/housing linkage fee to fund affordable housing and monitor fee amount to ensure it reflects market conditions.

Encourage concurrent production of on or off-site affordable housing, in lieu of fee payment.Collaborate with existing and new major employers to encourage the development and funding of more affordable housing. 6th Cycle Continuous
Ongoing. The City continues to collect fees for future affordable housing development and preservation. The City continues to encourage developers to provide housing concurrent with non-residential development. For example, in 2025 the Alexandria project, Minkoff project committed to $5,964,220 in commercial/housing linkage fees. None ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households • Offer financial and technical assistance for housing development projects for persons with special needs. 6th Cycle Continuous Through the City's Affordable Housing Grant Program, the City supports special needs housing. For example in 2025, the City awarded $26K to PARCA, an organization expanding opportunities for people with developmental disabilities and their familie None Adopt a new Downtown Specific Plan with small
lot development incentives by December 2025; review this action item on an annual basis to evaluate its effectiveness and make recommendations as needed; conduct proactive outreach annually

9.i
March 23, 2026 Packet Pg. 153
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households • As part of the Housing Element Annual Progress Report, track and report the number of new affordable housing units providing a preference for people with special needs, including seniors, homeless, people with developmental disabilities, etc. that are added to the housing stock each year. 6th Cycle Continuous Ongoing. In 2025, the City provided technical assistance to a developer proposing 100% affordable senior housing units, who has since submitted a development application in 2026. None ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households • Monitor and pursue county, state, and federal funding programs and sources for the creation of affordable housing. Prioritize available housing funding to assist in the development of housing affordable to extremely low-income households and other special needs populations. Conduct annual proactive outreach to identify development opportunities and funding and incentives for special needs housing.
6th Cycle Continuous
Ongoing. For example, HIP and Eden Housing (affordable housing developers) who partnered with the City for the development of 1244 Cherry (33 family affordable housing units) received low-income housing tax credit funding for the project. None ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households • Proactively contact non-profit service providers and developers for persons with disabilities and other special needs groups and notify them about funding opportunities, as they become available.
6th Cycle Continuous
Ongoing. For example, through the 2025 Affordable Housing Grant Program, the City reached out affordable housing developers and organizations such as PARCA, that specifically help people with developmental disabilities, to encourage them to apply for the grant. None ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households • Continue to consult with the San Mateo County Center on Homelessness to further align efforts and coordinate homeless services. 6th Cycle Continuous Ongoing. City staff coordinates with the San Mateo Center on Homelessness as needed and also linked County resources and information on homelessness on the City's Housing webpage. None ACTION HOU-3.1 Housing Options for Special Needs and Extremely-Low Income Households Collaborate with city’s 10 largest employers at least every other year (to encourage the development and funding of more affordable housing.) 6th Cycle Continuous City staff continue to collaborate with large employers through community workshops and stakeholder groups as part of long-range plans to highlight the importance of affordable housing. For example, as part of the Northeast Area Specific Plan, the City Council endorsed land use plan includes 1890 new housing units and during the stakeholder meetings with property owners, and developers, including one of the largest employers in the City, staff reiterated the importance of housing within this District. None ACTION HOU-3.2 Below Market Rate (BMR) Ordinance • Continue to implement the City’s Below Market Rate (BMR) Ordinance requirements for rental and ownership development. 6th Cycle Continuous Ongoing. For example, when staff receives a housing development applications, staff ensures the required number of BMR units are provided per the Ordinance Requirement.

Also, anytime a BMR owner expresses interest to sell their BMR unit, staff coordinates with the owner and broker to ensure a qualified applicant from our existing BMR list is prioritized as a potential buyer. None ACTION HOU-3.2 Below Market Rate (BMR) Ordinance • Establish a process for granting priority permit processing status for approved housing projects that exceed the City’s minimum BMR requirement. 6th Cycle Continuous The City continues to prioritize these projects None ACTION HOU-3.2 Below Market Rate (BMR) Ordinance • Evaluate the BMR Ordinance’s density bonuses, incentives, and concessions to determine they continue to make the production of affordable housing feasible. As part of this process, consult with local nonprofit affordable housing developers to identify potential revisions that would better support development of affordable housing, and especially Low-Income Housing Tax Credit financed housing. Revise as necessary. 6th Cycle Continuous
Ongoing. Staff continuously monitors the BMR Ordinance. Staff will consult with affordable housing developers as needed. Ongoing. The City continues to collaborate with 21 Elements who are establishing a tracking methodology to determine the affordability of ADUs. None ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Support the development of accessory dwelling units during the planning period and as new State laws modify accessory dwelling unit requirements, update the City’s ordinance to comply. The City last updated its ADU ordinance in August 2022. The City will draft amendments to address laws passed in 2022, including AB 2221 and SB 897 to reflect an up-to-date ordinance compliant with Government Code Section 65852.2. 6th Cycle Continuous The City last updated its ADU Ordinance in November 2023. The Planning Division is working on updating the ADU Ordinance to be compliant with the number of amendments by the State Law. This includes amendments driven by AB 1154, SB 543, etc. The process related to pre-approved plans was complete in January 2025. The City partners with the ADU Resource Center to identify funding opportunities and incentive programs for ADU construction, conduct outreach to homeowners and builders, and explore strategies for creating affordable ADUs. The City also has a designated ADU specialist. The sunset date is currently set for January 1, 2030, and the City is actively monitoring the provision’s use to determine whether an extension is warranted. None Ongoing; re-evaluate opportunities for construction in-lieu of fee payment in 2024; collaborate with city’s 10 largest employers at least every other year; annually monitor and pursue funding opportunities through county, state, and federal funding programs and sources to leverage City funds; offer funding and technical assistance to projects as they are proposed, acquire property, or issue a Notice of Funding Availability when sufficient funds are acquired; conduct proactive outreach to identify development opportunities, funding, and incentives for housing affordable to extremely low-income and other special needs households and report annually through the Housing Element Annual Report.

Ongoing; establish priority permit processing in 2024; re-evaluate the BMR Ordinance in 2024 and update as needed

9.i
March 23, 2026 Packet Pg. 154
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Collaborate with surrounding jurisdictions through the 21 Elements working group to determine best approach for tracking affordability throughout the planning period. 6th Cycle Continuous The City continues to collaborate with 21 Elements who are establishing a tracking methodology to determine the affordability of ADUs. None ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Encourage the legalization of unpermitted accessory dwelling units to better ensure that they are safe and habitable. As sunset date of San Carlos Municipal Code Section 18.23.210(H) approaches, consider an extension, based on history of use of this provision and anticipated ongoing need. 6th Cycle Continuous The City is consistently applying the requirements of AB 2533 and other State Law. The City has posted a flyer for our Amnesty Program and continues to utilize resources from the ADU Resource Center. https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department
s%20And%20Divisions/Community%20Dev
elopment/Building/Building%20Permits/Form
s%20And%20Handouts/Project%20and%20
Building%20Information%20Handouts/Seco
ndary%20Living%20Unit%20Amne.pdf?t=20
2305220812500&t=202305220812500 ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Work with other regional/agencies countywide partnerships to identify potential funding sources for ADU construction. 6th Cycle Continuous The City partners with the ADU Resource Center to identify funding opportunities and incentive programs for ADU construction, conduct outreach to homeowners and builders, and explore strategies for creating affordable ADUs. ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Meet with three or four ADU builders to discuss needs and best practices. Review best practices from other cities for “pre-approved” ADUs and expedited review. Create submittal materials with documentation to facilitate expedited review. Update the City’s website and include links to “pre-approved” plans. Conduct ongoing outreach with community. 6th Cycle Completed Complete. Outreach and updating the webpage is on ongoing basis. The City has established internal procedures for processing pre-approved ADU applications, which can be submitted through the Building Department. The City partners with the ADU Resource Center to provide pre-approved plans available on the ADU Plans Gallery webpage, with additional details on the City’s website. To date, no pre-approved applications have been submitted. www.cityofsancarlos.org/adu, San Carlos Pre-approved ADU Plan Gallery:
https://cityofsancarlos.aduaccelerator.org/gal
lery ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Provide homeowner/applicant assistant tools by including and promoting State funding resources including the CalHFA ADU grant program and Casita Coalition financing guide on the City’s website. Review and as new information is available, update public education materials on accessory dwelling units, including planning and building requirements, streamline processing, funding possibilities, and other resources.6th Cycle Continuous As of 2023, the CalHFA ADU grant program is no longer available. The City's ADU website contains various links and resources, including the San Mateo County ADU Resource Center, 21 Elements ADU resources, and Casita Coalition. None ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Encourage local agencies, districts, and utility providers to reduce hook- up or other fees to facilitate the development of accessory dwelling units. 6th Cycle Completed The City issued letters to specific CalWater and PG&E contacts encouraging they explore fee reductions. None ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Prioritize ADU applications to be consistent with Government Code Section 65852.2(a)(3) requirements for approval/denial within 60 days from the date a completed application is received. 6th Cycle Continuous The City adheres to State-mandated timelines. None ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • In 2024, research and pursue the development of an incentive program to provide low-interest loans and grants to single-family homeowners to develop accessory dwelling units with affordability restrictions on their property and other incentives to accept Section 8 Housing Choice Vouchers. This research should also explore outside funds. If funding is available, establish a pilot program within one year of funding identification and implement at least annually thereafter with a goal of achieving at least five affordable ADUs annually.
6th Cycle In Progress
Staff joined an Affordable ADU working group through the ADU Resource Center to discuss the potential establishment of a joint-jurisdiction program to provide financial and technical assistance to homeowners to rent their unit affordably at 50%-60% AMI for 7- 10 years. Staff is still in the research stage and may bring the program for Council approval if funding is identified. None
Ongoing; update the ADU ordinance by June 2023; as new State laws modify accessory dwelling unit requirements, update the City’s ordinance within a timely manner (i.e., within six months); San Carlos Municipal Code Section 18.23.210(H) - 2028; work with 21 Elements – 2023; identify funding for incentive program and complete pre-approved plans - 2024; establish priority process in development review and ADU specialist in 2023; all others - Ongoing Ongoing; update the ADU ordinance by June 2023; as new State laws modify accessory dwelling unit requirements, update the City’s ordinance within a timely manner (i.e., within six months); San Carlos Municipal Code Section 18.23.210(H) - 2028; work with 21 Elements – 2023; identify funding for incentive program and complete pre-approved plans - 2024; establish priority process in development review and ADU specialist in 2023; all others - Ongoing

9.i
March 23, 2026 Packet Pg. 155
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Promote home sharing programs to connect ADU owners and renters. 6th Cycle Continuous The City's website is regularly updated with the latest information on home-sharing programs as they become available. Additionally, the City works closely with the ADU Resource Center to share relevant resources and updates related to home-sharing programs. None ACTION HOU-3.3 Facilitate the Legalization and Construction of Accessory Dwelling Units (ADUs) • Identify and retain an ADU specialist within the Planning Division to respond to inquiries and support outreach efforts. 6th Cycle Completed Complete. The City has a designated ADU coordinator responsible for attending ADU webinars, staying informed about new state laws, educating staff, documenting interpretations from HCD, and seeking legal counsel when necessary. www.cityofsancarlos.org/adu ACTION HOU-3.4 First-time Homebuyer Programs Direct prospective first-time homebuyers to HEART or other County programs intended for first time homebuyers. Encourage the use of these programs though annual outreach and education. Maintain and provide information on local BMR ownership units that are resold. • Coordinate with regional providers of homebuyer programs to monitor trends and identify financing gaps amongst recipients
Ongoing; update information on the City’s website at least annually; conduct outreach annually to direct prospective first-time
homebuyers to available resources; coordinate with regional providers in 2024. 6th Cycle Continuous
The City supports and promotes the County of San Mateo's HEART program, and other first time homebuyer programs offered. The City has a contract with HEART and access to HEART staff, shared with other cities in the County, to increase collaboration on affordable housing programs. The City oversees all BMR units that are resold to preserve affordability. Whenever there is a vacant BMR unit, the City collaborates with the property owner or developer to ensure the unit goes to an eligible BMR household. ACTION HOU-3.5 Rental Voucher Program • Continue to implement the BMR ordinance, which specifies Housing Choice Voucher (Section 8) eligibility in the BMR program. 6th Cycle Continuous Ongoing; BMR Ordinance states that if no eligible households are identified through the City's waitlist, vacant BMR units shall be filled by selecting households from the San Mateo County Office of Housig, Section 8 Housing Choice Voucher program or similar program. None ACTION HOU-3.5 Rental Voucher Program • Continue to work with the San Mateo County Department of Housing and nonprofit organizations to implement Housing Choice Voucher Rental Assistance programs. Continue to provide information on the Housing Choice Voucher program, including new legal requirements pursuant to SB 329, which prohibits housing discrimination on the basis of source of income (including Housing Choice Vouchers).
6th Cycle Continuous
Ongoing; the City continues to work with nonprofit organizations such as HEART and the County on implementing and providing information on voucher programs when inquiries are recieved from potential renters. None ACTION HOU-3.5 Rental Voucher Program • Continue to collaborate with other cities in San Mateo County, regional organizations, and/or nonprofit organizations to evaluate and quantify potential discrimination against Housing Choice Voucher users or other rental assistance voucher programs. Continue to develop and act upon measures to address these issues. 6th Cycle Continuous Ongoing; As part of 21 Elements, there is an effort to host trainings accross the County related to fair housing. For example, in February 2026, several San Carlos City staff attended a Fair Housing traning led by Project Sentinel. The City also has a robust Fair Housing webpage with helpful resources available to anyone facing fair housing issues.

Staff recieved only two inquiries related to Fair Housing and connected the inquirer with Project Sentinel. The webpage is updated frequently. None ACTION HOU-3.5 Rental Voucher Program • Coordinate with the San Mateo County Housing Authority in 2024 about utilizing a mobility counseling program in San Carlos. This program would market to landlords and property owners and inform Housing Choice Voucher holders about their residential options in areas throughout the city and provide holistic supports to voucher holders seeking to move to highest resource areas. Through landlord outreach and mobility counseling, the City's goal will be to increase the use of Housing Choice Vouchers in San Carlos by five percent and through implementation of the City’s SB 9 and ADU ordinances, seek to integrate at least five units annually in highest opportunity areas. 6th Cycle Continuous Ongoing; the City continues to inform landlords and property owners about voucher programs when they complete the BMR Agreements. The City's Housing webpage links to the County's webpage on Section 8 Housing Voucher Program Guide. The webpage is updated frequently. None ACTION HOU-3.6 State Density Bonus Law Consistency
• Monitor State legislation as changes are made to Government Code §65915; update the City’s density bonus programs accordingly.

Ongoing; annually monitor State legislation
and update the City’s ordinances as needed 6th Cycle Continuous Ongoing. The City's density bonus program was last updated in 2022. The City Ordinance clearly states " If any portion of this chapter conflicts with State Density Bonus Law or other applicable State law, State law shall supersede this chapter. Any ambiguities in this chapter shall be interpreted to be consistent with State Density Bonus Law." None Ongoing; update the City’s website annually; coordinate with the San Mateo Housing Authority in 2024

9.i
March 23, 2026 Packet Pg. 156
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-3.7 No Net Loss Government Code §65863 states that no jurisdiction shall “reduce, or require, or permit the reduction of, the residential density for any parcel to, or allow development of any parcel at, a lower residential density, or allow development at a lower residential density than projected” for properties identified in the Housing Element sites inventory unless the jurisdiction makes written findings that the reduction is consistent with the General Plan, and that the remaining sites identified in the Housing Element are adequate to accommodate the jurisdiction’s need. • Develop and maintain a sites inventory throughout the planning period. 6th Cycle Completed Request information via email: Advance Planning, [email protected] ACTION HOU-3.7 No Net Loss • Evaluate residential development proposals for consistency with goals and policies of the General Plan and the 2023-2031 Housing Element sites inventory and make written findings that any density reduction is consistent with the General Plan and that the remaining sites identified in the Housing Element are adequate to accommodate the RHNA by income level. 6th Cycle Continuous None ACTION HOU-3.7 No Net Loss • If a proposed reduction of residential density will result in the residential sites inventory failing to accommodate the RHNA by income level, identify and make available additional adequate sites to accommodate its share of housing need by income level within 180 days of approving the reduced density project. 6th Cycle Continuous None ACTION HOU-3.8 Replacement of Units on Sites • Pursuant to Government Code §65583.2(g)(3), require the replacement of units affordable to the same or lower income level as a condition of any development on a nonvacant site identified in the Housing Element consistent with those requirements set forth in Government Code §65915(c)(3). Replacement requirements shall be required for sites identified in the inventory that currently have residential uses, or within the past five years have had residential uses that have been vacated or demolished, and: ü Were subject to a recorded covenant, ordinance, or law that restricts rents to levels affordable to persons and families of low- or very lowincome; or ü Subject to any other form of rent or price control through a public entity’s valid exercise of its police power; or
ü Occupied by low- or very low-income households
For the purpose of this program “previous five years” is based on the date the application for development was submitted. 6th Cycle In Progress This is an ongoing objective enforced through a requirement that developments maintain or increase the availability of affordable housing. Ideally, such projects can significantly boost the number of affordable units, like 1232 Cherry St replacing 6 units with 33 units.

Request information via email: Housing
Division <[email protected]> ACTION HOU-3.8 Replacement of Units on Sites • Pursuant to Government Code §66300(d) (Chapter 654, Statutes of 2019 (SB 330)), the City shall not approve a housing development project that will require the demolition of residential dwelling units regardless of whether the parcel was listed in the inventory unless a) the project will create at least as many residential dwelling units as will be demolished, and b) certain affordability criteria are met. 6th Cycle Continuous
City is committed to working with the applicant to replace as many units as demolished.

City continues to enforce this requirement during regular inquiries and/or plancheck/plan review process to ensure no net loss. Request information via email: Housing Division <[email protected]> ACTION HOU-3.8 Replacement of Units on Sites • To provide clarity in the development process, the City will modify the Zoning Ordinance to reference these requirements. 6th Cycle In Progress City is currently processing a number of zoning ordinance amendments including this action item and will be completed by end of 2026; however, the City recognizes and adheres to these requirements in the meantime. Request information via email: Housing Division <[email protected]> ACTION HOU-3.9 Development on Nonvacant Sites Promote residential development on nonvacant sites by: • Targeting nonvacant sites identified in the Housing Element as priorities for fund allocation as funds are available. 6th Cycle Continuous The City acquired nonvacant sites on Eaton/El Camino in 2023 for a future affordable housing project. www.cityofsancarlos.org/designstandards Sites Inventory – 2023, All Others - Ongoing Completed and ongoing; a tracking sheet has been developed and continually monitored. This is an effort implemented by both Current and Advance Planning Divisions. The City is committed to working with applicants to ensure no net loss. The City continues to enforce this requirement during regular inquiries and/or plancheck/plan review process to ensure there is no net loss. The City will monitor this on an ongoing basis and commits to ensuring adequate sites to meet its RHNA. Routinely as part of the housing development approval process, require replacement of any of units if (a) they are planned to be demolished for purposes of building new housing, and (b) they are determined to be occupied by low-income households, require the provision of assistance to prevent displacement of lower-income households due to loss of affordable units. Draft an amendment to the Zoning Ordinance to implement/reference replacement requirements of State law and bring to hearings by 2024. Ongoing; proactively outreach to property

9.i
March 23, 2026 Packet Pg. 157
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-3.9 Development on Nonvacant Sites • Building on outreach conducted during the Housing Element update, continue to proactively outreach to property owners with a survey on how the city can support redevelopment/new housing efforts. 6th Cycle Continuous
Between 2022 and 2025, the City conducted outreach with property owners and developers as part of the Objective Design Standards for Mixed-Use projects and received input regarding Zoning Code standards for mixed-use and housing projects. As a result of this effort, amendments to the zoning code were made to make housing more feasible; these were adopted in 2025. The City will continue to conduct outreach with developers on an ongoing basis as the Zoning Code is updated. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-3.10 Anti-Displacement Strategies
The City will take the following actions to reduce displacement risk due to discriminatory actions: • Fair Housing Counseling. Ensure all tenants have access to legal counseling, and landlords are aware of their rights and responsibilities.

Support coordination of biannual workshops for landlords and property managers on discriminatory practices, reasonable accommodation requirements, and resources and an annual presentation to staff on fair housing practices, beginning in 2023. 6th Cycle In Progress The City has a robust Fair Housing webpage with links to resources, inlcuding legal counseling resources such as Project Sentinel and Cal Civil Rights System.

Request information via email: Housing
Division <[email protected]> ACTION HOU-3.10 Anti-Displacement Strategies • Rental Audits. Provide support to fair housing providers to continue to conduct annual audits of housing providers to ensure compliance with fair housing laws. 6th Cycle Continuous The City works with HEART to complete BMR ownership audits and plans to start rental audits in 2026. For 100% affordable housing projects such as 817 Walnut, Laureola Oaks, 717 Cedar, and the upcoming Cherry Street Commons, the City can access the rental audits completed by the affordable housing developer such as Charities, MidPen, HIP, and Eden. Request information via email: Housing Division <[email protected]> ACTION HOU-3.10 Anti-Displacement Strategies • Fair Housing Case Monitoring. In 2027, upon completion of 2 iterations of biannual landlord and property manager workshops and 4 consecutive rental audits, meet with local fair housing providers, including Project Sentinel, to assess effectiveness of fair housing programs and identify additional strategies if needed.
6th Cycle Continuous Ongoing Request information via email: Housing Division <[email protected]> ACTION HOU-3.10 Anti-Displacement Strategies • Fair Housing Outreach Program. Include information or links to information on the City’s website in 2023 (with annual updates) and provide printed informational materials in City buildings with information on the fair housing counseling program, tenant protections, and other resources to reduce displacement risk. 6th Cycle Continuous The City has a robust Fair Housing webpage with updated information and resources.

This webpage is update frequently, more than once a year.

Request information via email: Housing
Division <[email protected]> ACTION HOU-3.10 Anti-Displacement Strategies • Additional Strategies. Based on the above efforts, if additional strategies are required, conduct a study to explore implementing additional tenant protection policies; and support local efforts to create a community land trust or a housing preservation fund
6th Cycle Continuous
City staff has attended anti-displacement strategy meetings with 21 Elements to research additional strategies. The City also participated in a Countywide community survey in December 2025 to help inform local anti-displacement strategies with 42 survey submittals from San Carlos and 400 submittals countywide.

Request information via email: Housing
Division <[email protected]> ACTION HOU-3.11 Access to Opportunity Noting historical inequities amplified/perpetuated by single family zoning, encourage small units in residential neighborhoods through development of ADUs, JADUs, and SB 9 units. • See Action HOU-3.3 for specific measures to incentivize ADUs in San Carlos. See Action HOU-3.3 for specific measures to incentivize ADUs in San Carlos. 6th Cycle Continuous Complete and Ongoing. The City is actively working on updating the SB 9 Ordinance pursuant to new State Laws. New information is regularly made available at the Planning Information Counter, SB 9 webpage, Council Newsletters, etc. www.cityofsancarlos.org/sb9 ACTION HOU-3.11 Access to Opportunity • Adopt an Ordinance in 2023 to expand the housing supply in singlefamily zones by allowing for lot splits and duplexes under the parameters of SB 9. These include adopting updated definitions, use regulations, development standards, and ministerial processes based on the outcome of a complete SB 9 analysis. As revisions to State law occur in the future, update the City’s Zoning Ordinance and Subdivision Ordinance accordingly. 6th Cycle In Progress None ACTION HOU-3.11 Access to Opportunity • In coordination with research being conducted at the State level, evaluate and pursue opportunities to incentivize and, as available, provide funding assistance for homeowners to provide affordable units under SB 9. 6th Cycle Continuous The City continues to evaluate opportunities to provide incentives to expand housing supply and has a dedicted SB-9 webapge which is regularly updated with relevant information. The City is currently working on updating the SB-9 Ordinance to be consistent with the recent amendments to the State Law. The City also has a dedicated staff person for SB-9 inquiries/projects to help applicants navigate the SB-9 process smoothly. None ACTION HOU-3.12 Reduce Costs Associated With The Development Of Affordable and Special Needs Housing • The City defers and waives fees for affordable housing developments to provide local match contributions and facilitate projects. The City will continue to reduce or waive development impact fees to facilitate 100% affordable and special needs housing, including housing for extremely lowincome and persons living with disabilities (including persons with developmental disabilities).

Ongoing 6th Cycle Continuous
This has been done for 817 Walnut St and 1232 Cherry St 100% affordable development projects. The City will continue to prioritize future proposals. This is an ongoing objective. City will consider waiving fees for a future affordable housing project at the City-owned site at El Camino Real and Eaton. The City also adheres to SB 937 by deferring impact fee collection to Certificate of Occupancy. None Bring SB 9 ordinance for consideration by City Council in Fall 2023. Conduct proactive outreach to housing developers and property owners to promote the SB 9 ordinance through information on the City’s website, the Good City newsletter (mailed to all property owners and renters), at least two times during the planning period. Evaluate and pursue incentive opportunities in 2024. owners in 2023 and, in response to any additional identified constraints, draft amendments to existing policies and procedures and bring to hearings by 2024. Refer to individual bullets for specific timeframes. Consult with tenants’ rights advocates and stakeholders, complete analysis, and hold a hearing with City Council to adopt anti-displacement strategies by 2026

9.i
March 23, 2026 Packet Pg. 158
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-3.13 Reevaluate the City Density Bonus Provisions • In 2022, the City amended its City Density Bonus program to allow rental projects to add bonus market rate units at a ratio of 4:1 for each very-low Income unit and 2:1 for each low-income unit that is included in a development project. This City Density Bonus program currently applies citywide to rental housing developments, where multi-units and mixed-use projects are a permitted land use. In conjunction with the Housing Element update to meet the RHNA, modifications to allowable density, building height, and number of stories are proposed (see Action HOU4.2), and it is understood that the State Density Bonus allows developments to go beyond the City’s height limits to fit all the units to which the project is entitled by the bonus. Under this action, staff will evaluate the City Density Bonus biannually to review use and implementation of the revised City Density Bonus and, as needed, to identify if the City Density Bonus should be revised to target particular areas rather than apply the Bonus uniformly throughout the City, based on place and in areas that are least impactful. Use an equity lens to ensure affordable housing and density bonuses are not concentrated in any one particular area of the community.

Ongoing; conduct a review to assess the
City Density Bonus based on place and
present options to Council in 2024;
reevaluate biannually thereafter.
6th Cycle Continuous
City continues to evaluate opportunities/needs to amend the City's Density Bonus Ordinance. The City's Density Bonus Ordinance still applies throughout the entirety of the City. City will continue to update its density bonus provisions consistent with ongoing changes to State Density Bonus law and other State housing laws. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1817.html#18
.17.030 ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
The 2009 General Plan and accompanying 2011 Zoning Ordinance allows a variety of housing types, with densities ranging from one to six units per acre in single-family zoning districts, up to 59 units per acre along San Carlos Avenue, and up to 50 units to the acre in downtown San Carlos. In support of this 6th cycle Housing Element update, the City:
• proposes to create a new multifamily residential zoning category allowing a net density of up to 100 units per acre and proposes to increase mixed use densities up to 120 units per acre, and 6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023. ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
• developed a parcel-specific inventory of sites suitable for future residential development 6th Cycle Completed Completed; the City's public-facing GIS indicates Housing Element Site designation. https://mydashgis.com/SanCarlosZoning/aut h/disclaimer ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
• Continue to provide appropriate land use designations and zoning districts consistent with regional housing needs. 6th Cycle In Progress Completed and Ongoing None ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
• Maintain an inventory of potential sites to provide to developers in conjunction with information on development incentives for affordable units. 6th Cycle Completed Inventory of sites completed. The City will continue to offer ongoing individual consultations and provide online resources to help developers understand the benefits and requirements of both the City's Enhanced Density Bonus and the State Density Bonus programs. None ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
• As part of the Housing Element annual reporting process, evaluate project development against the sites inventory to ensure compliance with Government Code §65863. 6th Cycle Continuous Ongoing None ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
• Continue to pursue implementation of the General Plan through completion and adoption of implementing zoning regulations and specific plans. 6th Cycle Completed Ongoing; the Objective Design Standards for mixed-use and multifamily projects were adopted in 2025; the Downtown Specific Plan was introduced to the City Council on November 24, 2025 and formally adopted on January 26, 2026; the Northeast Area Specific Plan is targeted for completion in spring 2026. None ACTION HOU-4.1 Adequate Sites to Meet Regional Fair Share of Housing Growth
• Encourage senior housing and housing suitable for persons with disabilities and other special needs (including assisted living). See Action HOU-3.1 for specific commitments to encourage senior and other special needs housing. 6th Cycle Continuous Through the City's Affordable Housing Grant Program, the City supports special needs housing. In 2025, a development application was submitted to add three additional senior housing units to an existing senior development. In 2025, staff also provided technical assistance to an affordable senior housing developer for a project located at 1562 El Camino Real, which has since been submitted in 2026. None Ongoing; Establish new multifamily residential zones and upzoning of mixed-use zones as part of the Zoning Ordinance revisions to be adopted by January 2023

9.i
March 23, 2026 Packet Pg. 159
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-4.2 Zoning Ordinance Revisions Enact the following zoning changes:
• Create new zones; increase density, FAR, heights, number of stories; and provide minimum densities as shown in Table 4.2-1. Height limits maximum include both feet and stories (i.e. a three-story building must not exceed the height limit of 35 feet). A 35-foot height limit is considered ample to accommodate a three-story multi-family structure (floor-to-floor stories are generally 10 feet for residential).
6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
• Continue to allow ground floor residential uses in the MU-D-100, MU-SC- 120, and MU-SB-100 zones. Evaluate, as part of the new Downtown Specific Plan process, additional areas (on side streets and outside of the Downtown Core) where ground-floor residential uses may also be allowed. 6th Cycle Completed The ODS for mixed-use and multi-family develpments were adopted in the fall of 2025 where the conditional use permit requirement for residential uses on the ground floor was removed. This was also carried forward in the Downtown Specific Plan. https://www.codepublishing.com/CA/SanCarlos/#!/SanCarlos18/SanCarlos1805.html#18 .05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
• Remove minimum private open space requirement for residential in Mixed Use and Multi-unit zoning districts (retaining only the common/public open space requirement).
6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
• For residential only development, remove additional required setbacks (i.e., removing requirement to follow RM-59 zoning setbacks) in Mixed Use zones. 6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023. https://www.codepublishing.com/CA/SanCar los/#!/SanCarlos18/SanCarlos1805.html#18
.05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
• Remove guest parking in all RM and Mixed-Use zones. 6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023 https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
• Remove Section 18.05.030.C side and rear yard building wall stepback requirements for mixed use and multi-family housing developments, specifically provisions pertaining to stepbacks associated with portions of the building wall containing and extending three feet on either side of any window in living rooms, primary rooms, sleeping rooms, and any other walls containing windows. 6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
• Allow multi-family residential use in the Public (P) zoning district as an accessory use to allowed uses such as onsite religious institutions and schools according to the development standards of the RM-20 zone, but without minimum density. 6th Cycle Not yet started Due to City Council prioritization of DTSP and NEASP (Which will include new zoning for residential uses) this action item is underway. Staff anticipates completion of this action item by end of 2026. ACTION HOU-4.2 Zoning Ordinance Revisions • Strengthen incentives for transit-oriented development by updating the Zoning Ordinance to reference/incorporate the minimum parking prohibitions associated with AB 2097, effective January 1, 2023, within

0.5 miles of public transit (as defined in AB 2097) in all zoning districts. 6th Cycle Completed Completed. Zoning Ordinance amendments were adopted in Jan 2023. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05.030 ACTION HOU-4.2 Zoning Ordinance Revisions
if the City is not on track to achieve housing goals by 2026, identify and bring to City Council for hearing additional revisions necessary to the Zoning Ordinance or other measures to encourage housing development 6th Cycle Completed
Through the adopted Downtown Specific Plan, three mixed-use zoning districts have been identified as acceptable for ground floor residential uses. The City will continue to track housing goals through the 2026 calendar year.

Identify areas appropriate for ground-floor residential uses within the Downtown Specific Plan area and bring to City Council for consideration by summer 2024; all others January 2023; if the City is not on track to achieve housing goals by 2026, identify and bring to City Council for hearing additional revisions necessary to the Zoning Ordinance or other measures to encourage housing development

9.i
March 23, 2026 Packet Pg. 160
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-4.3 Outreach: New Development Standards • Prepare, publicize, and provide applicants and developers with materials highlighting the City’s revised zoning standards (Action HOU-4.2) intended to encourage the production of housing at all income levels.

New Zoning Standards’ Materials
Preparation – 2023 6th Cycle Continuous
The City proactively shares updated Zoning information at the Planning Information Counter and publishes the updated municipal code online. The City also provides updated Zoning information through citywide mailings and City Council newsletters. • https://cms3.revize.com/revize/sancarlos/Do
cument%20Center/Council%20Newsletters/ 2025/Council%20Newsletter%20- %20January%2031%202025.pdf • https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department
s%20And%20Divisions/City%20Manager/Co mmunications/Council%20Newsletter/Counc il%20Newsletter%20- %20June%2014%202024.pdf • https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department
s%20And%20Divisions/City%20Manager/Co mmunications/Council%20Newsletter/Counc il%20Newsletter%20- %20April%2028%202023.pdf • https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department
s%20And%20Divisions/City%20Manager/Co mmunications/Council%20Newsletter/Counc il%20Newsletter%20- %20Feb%2017%202023.pdf ACTION HOU-4.4 Objectivity and Streamlining in Development Regulations Reduce the cost of building housing through, streamlining and clear and objective standards in development regulations. • Review the Zoning Ordinance and craft revisions that support objective design standards consistent with the Housing Accountability Act. Adoption of objective design standards will facilitate high-quality residential development and compliance with State objectives. As part of this process, identify additional revisions to the Zoning Ordinance (beyond those presented in Table 4.4- 5) to remove barriers to development and to ensure objectivity in the City’s development standards. Key standards to assess include the FAR standards for residential uses; the requirement on third stories and above to limit the footprint to 80 percent of the ground floor and the street-facing required upper story stepback; and transition requirements for RS-adjacent lots. Recommended revisions to the Zoning Ordinance will be completed in 2024
6th Cycle Completed
Complete. The City adopted Objective Design Standards for single family in November 2023; in November 2025, the City adopted Objective Design Standards for Mixed-Use and Multi-Family projects. As part of this effort, the FAR requirement for residential development was eliminated in Mixed-Use and Multi-Family zoning districts to encourage higher-density projects. The CUP requirement for housing has been eliminated, and excessive setback and stepback standards have been significantly reduced: rear setbacks decreased from 30 feet to 20 feet, stepbacks reduced from 10'-0" to 6'-0", and the upper-story stepback compliance threshold lowered from 80% to 70%, reducing regulatory barriers to residential development in these districts None ACTION HOU-4.4 Objectivity and Streamlining in Development Regulations
• Revise the Design Review Criteria and findings to be fully objective and to provide local guidance on design and standards for by-right projects as allowed by state law, removing subjectivity from findings and approval processes, thereby reducing permit review timeframes.
6th Cycle Completed Completed November 2025. None ACTION HOU-4.4 Objectivity and Streamlining in Development Regulations
• Revise the Conditional Use Permit findings for any special residential uses that require a CUP but are also covered by the Housing Accountability Act to be fully objective and to provide local guidance on design and standards for by-right projects as allowed by state law, removing subjectivity from findings and approval processes. 6th Cycle Completed
The Conditional Use Permit requirements for ground floor residential uses were removed. The Objective Design Standards Project, adopted Ocotober 2025 and Downtown Specific Plan, adopted January 26, 2026, identified three mixed-use zoning districts where a Conditional Use Permit was previously required and modified to allow ground floor residential by-right. None ACTION HOU-4.4 Objectivity and Streamlining in Development Regulations
• Reduce the permitting time for residential projects (especially 100% affordable projects) through consideration of by-right approvals, reduced number of hearings, and objective design standards.
6th Cycle Continuous
The City adheres to the requirements of State law and is committed to reducing the review and permitting timelines for housing projects, particularly for 100% affordable housing projects. None Objective Design Standards – citywide, by Spring of 2024; Objective Design Standards - within the Downtown Specific Plan boundary, by spring 2024; develop informational materials on SB 35 by end of 2023; re- evaluate permit review times biennially; if review times do not decrease, implement additional measures to reduce processing time. Objective Design Standards – citywide, by Spring of 2024; Objective Design Standards -

9.i
March 23, 2026 Packet Pg. 161
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-4.4 Objectivity and Streamlining in Development Regulations
• To accommodate future SB 35 applications and inquiries, create and make available an informational packet that explains SB 35 streamlining provisions in San Carlos and provides SB 35 eligibility information. 6th Cycle Completed Complete. SB 35 materials and information was made available on a dedicated webpage in April 2025 SB 35 Webpage:
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/community_develop
ment/planning/senate_bill_(sb)_35.php
SB 330 Webpage:
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/community_develop
ment/planning/senate_bill_(sb)_330.php ACTION HOU-4.4 Objectivity and Streamlining in Development Regulations
• Continue to track project processing to ensure that an environmental determination is made pursuant to PRC §21080.1, within the timeframes of the PRC §21080.2 and Government Code 65950(a)(5).
6th Cycle Continuous The City continually adheres to the State law requirement. None ACTION HOU-4.5 Review of Development Standards to Promote Achieving Maximum Densities • Throughout the planning period, periodically evaluate development standards to ensure that projects are able to achieve maximum densities. By mid-year 2024 and every two years thereafter and, if analysis indicates that
further revisions are necessary, complete
zoning amendments within the following year. 6th Cycle Completed Through the Objective Design Standards process, standards were relaxed/removed for FAR, upper story stepbacks, rear setbacks, and other minor adjustments. The City continues to track the density of housing applications as they are submitted to monitor the ability to achieve maximum density. As an example, the project in the MU-SB-100 zoning district on Greenwood Ave. is achieving the maximum density. https://www.codepublishing.com/CA/SanCar
los/#!/SanCarlos18/SanCarlos1805.html#18
.05 ACTION HOU-4.6 Water and Sewer Service Providers
"Immediately upon adoption, deliver the Housing Element to all providers of sewer and water service serving San Carlos, in accordance with Government Code §65589.7. • As the local sewer provider, establish procedures to grant priority sewer service to developments with units affordable to lower-income households." Within one month of the Housing Element adoption deliver the Housing Element to
providers; establish priority policy for
sewer provision in 2024
6th Cycle Continuous
The City of San Carlos currently has no sewer capacity issues and is able to provide service to all developments including units with affordable housing. The City also completed an update to its Sewer Master Plan in 2025. https://cms3.revize.com/revize/sancarlos/SE WER%20COLLECTION%20SYSTEM%20 MASTER%20PLAN%202025%20UPDATE %20;%2010_14_2025.pdf?t=20251028182 6350 Request information via email: Grace Le <[email protected]> ACTION HOU-4.7 Noise • Align City noise policies in accordance with federal and State law.

Review citywide noise standards and
ordinances to identify any necessary
changes to reduce constraints to housing
development; based on analysis, bring any
necessary revisions to hearings by December 2024. 6th Cycle In Progress The City is currently evaluating its noise policies; staff identified a General Plan policy indicating that where new residential units would be exposed to intermittent nose levels generated during train opersations, inside homes the maximum decibel level shall not exceed 50 dBA in bedrooms or 55 dBA in other occupied spaces, where the Title 14 of California Building Code indicates a maximum of 45 dbA. Staff is continuing to evaluate and will need to engage a professional consultant to assess this potential general plan policy amendment. None ACTION HOU-5.1 Emergency Shelters, Supportive and Transitional Housing • Implement standards contained in the Zoning Ordinance to accommodate the need for emergency shelters, supportive housing, and transitional housing. 6th Cycle In Progress Ongoing None ACTION HOU-5.1 Emergency Shelters, Supportive and Transitional Housing • Review and modify the Zoning Ordinance as needed to comply with AB 101 requirements. AB 101 requires that Low-Barrier Navigation Centers be allowed by right in areas zoned for mixed-use and nonresidential zones permitting (by right or conditionally) multi-family uses. 6th Cycle In Progress Compliance with AB 101 initiated in 2024; staff has since identified that supportive housing and transitional housing land use classifications would support Low-Barrier Navigation Centers. As part of a zoning code cleanup (to be completed by end of 2026), staff will revise these land use designations for additional clarity. None ACTION HOU-5.1 Emergency Shelters, Supportive and Transitional Housing • Review and modify the Zoning Ordinance as needed to comply with AB 2162 requirements to allow for modifications for required parking for units occupied by supportive housing residents that are located within one-half mile of a public transit stop. 6th Cycle In Progress City is currently working on a citywide update to parking standards as part of its TDM and Parking Reform initiative. This project is in progress and targeted for completion in early 2026. In addition, a majority of areas zoned for residential uses are subject to AB 2097 where no minimum parking requirements apply. None within the Downtown Specific Plan boundary, by spring 2024; develop informational materials on SB 35 by end of 2023; re- evaluate permit review times biennially; if review times do not decrease, implement additional measures to reduce processing time.

Ongoing; review and amend the Zoning Ordinance in 2024

9.i
March 23, 2026 Packet Pg. 162
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-5.1 Emergency Shelters, Supportive and Transitional Housing • Review and modify the Zoning Ordinance as needed to comply with Government Code Section 65583(4)(a) to subject emergency shelters only to those development and management standards that apply to residential or commercial development within the same zone. Revise the Zoning Ordinance to require emergency shelter parking only to be sufficient to accommodate all staff working in the emergency shelter, provided that the standards do not require more parking for emergency shelters than other residential or commercial uses within the same zone. 6th Cycle Completed The City is in compliance with Government Code Section 65583(4)(a). In addition, there are no minimum parking requirements through AB 2097 and there are no maximum parking requirements. None ACTION HOU-5.1 Emergency Shelters, Supportive and Transitional Housing • Review and modify Zoning Ordinance development standards related to the number of residents that can be accommodated at an emergency shelter facility, which shall in no case be less than 20 beds. 6th Cycle In Progress A zoning code cleanup is underway and will be completed by end of 2026 and will clarify that the number of residents will be no less than 20 beds. None ACTION HOU-5.2 Large Rental Units and Supportive Services • Discuss with developers the ability to provide larger rental units appropriate for families with children, including the provision of supportive services. Ongoing (as projects are proposed) 6th Cycle Continuous The City is currently processing multiple housing projects (11 El Camino Real, 240 El Camino, and 1101 Laurel Street) that incorporate larger family units. 11 El Camino Real: https://www.cityofsancarlos.org/business_de tail_T10_R69.php
1101 Laurel Street: https://www.cityofsancarlos.org/business_de tail_T10_R439.php
240 El Camino Real: https://www.cityofsancarlos.org/business_de tail_T10_R420.php ACTION HOU-5.3 Residential Care Facilities and Group Homes San Carlos encourages the development of residential care facilities and group homes. Consistent with State law, the City permits group homes with six or fewer residents in all residential zoning districts by right. • Amend the Zoning Ordinance code to allow group homes with seven or more residents as a permitted use in all zones that allow multi-unit or single-unit dwellings. 6th Cycle In Progress Group homes are allowed by-right in two out of three multi-family zoning districts, but not in single-family zones. A zoning code cleanup is underway and will be completed by end of 2026. None ACTION HOU-5.3 Residential Care Facilities and Group Homes • Facilitate discussions with neighborhoods and adjacent uses so that good neighbor relationships are fostered and impacts to adjacent uses are mitigated. 6th Cycle Continuous The City actively encourages applicants to communicate with adjacent neighbors before a significant application is submitted. City requires a neighborhood meeting to be conducted for multi-family projects to help answer questions from neighbors and interested parties. For significant single-family development projects, City sends out "Notice of Application" and "Notice of Application Completion", to neighbors within 300'.

City also sends out information within bi-weekly newsletters to share information regarding significant projects. City continues to track and provide service at the permit counter, phone and via email to help with good neighbor relations that maybe impacted by proposed development None ACTION HOU-5.3 Residential Care Facilities and Group Homes • Seek opportunities to assist nonprofit housing providers to acquire and/or rehabilitate residential housing for group homes. 6th Cycle Continuous The City of San Carlos offers an annual Notice of Funding Availability grant program to expand and enhance affordable housing options for moderate-, low-, very low-, and extremely low-income households. Housing organizations can receive funding to proactively promote the preservation and improvement of existing housing quality through home repair, capital improvements, and rehabilitation programs. None ACTION HOU-5.3 Residential Care Facilities and Group Homes • Review and modify development standards for residential care facilities and group homes to ensure the same standards apply for these uses as other residential uses of the same type in the same zone, specifically standards related to parking requirements and distancing between similar facilities. No additional parking shall be required for group residential and residential care facilities above what is required for residential uses. Remove any subjectivity in any standards or required findings to ensure residential care facilities and group homes are allowed objectively with approval certainty similar to other residential uses. 6th Cycle In Progress The City will remove the requirement for a six-foot tall wall as part of the zoning code cleanup, which will be completed by end of 2026. None Amend the Zoning Ordinance in 2023 to allow group homes as a permitted use; coordinate with neighborhoods and nonprofit housing providers on an ongoing basis; amend the Zoning Ordinance by the mid-2024 to modify development standards for residential care facilities in conjunction with Action 4.4.

9.i
March 23, 2026 Packet Pg. 163
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-5.4 Special Needs Service Providers Contributions • On an annual basis, provide financial contributions to non-profit organizations and outside agencies that serve the housing needs of special needs households in and around San Carlos. These organizations and agencies may include but are not limited to: The Center for Independence of the Disabled (CID), HIP Housing, Shelter Network, Samaritan House, CALL Primrose, San Mateo County Children’s Fund, and HEART, among others. 6th Cycle Continuous Through the City's Affordable Housing Grant Program, the City provides financial contributions to non-profit organizations such as Call Primrose, HIP Housing, LifeMoves, MidPen Housing, PARCA, RTP, and Samaritan Housing. A total of $173,900 was allocated in 2025 None ACTION HOU-5.4 Special Needs Service Providers Contributions • Evaluate City contributions to outside agencies to assess whether to continue funding and/or adjust funding amounts or to consider other agencies for funding, particularly those organizations and agencies that provide housing with support services for persons with disabilities. As part of the evaluation, require outside agencies receiving City contributions to submit annual reports detailing how funds have been used and how programs have benefited San Carlos residents.
6th Cycle Continuous
As part the review process for the Affordable Housing Grant, staff continues to evaluate and assess funding amounts compared to previous years and how to best adjust based on the proposal and consider the highest-impact programs recieve adequate resources. To recieve the grant, each organization provides the invoices and reports on how the funds were used. For example, in 2025, the City awarded PARCA $26,000 to support low-income disabled adults with funding essential renovations. None ACTION HOU-5.5 Revised Development Standards to Support Special Needs Housing • Consider amending the Zoning Ordinance to clarify that development standards that allow for separate cooking and/or bathroom facilities in home sharing programs, and universal design (including “visitability”) in all new residential development and significant remodeling projects. Ongoing; • Complete a study on zoning needs for home sharing and universal design and bring to City Council for consideration in 2025; 6th Cycle In Progress (1) A zoning code cleanup is underway and will address this item, which will be completed by end of 2026. (2) In 2023, the City adopted and successfully implemented Objective Design Standards for all single-family development including ADUs/JADUs and SB-9 units. The City has completed implementation of AB 1332 that encourages pre- approved ADUs. An amendment to the ADU ordinance is underway and will be completed by end of 2026. (3) Ongoing. (4) There are reasonable accommodation provisions in Chapter 18.33 Waivers. (5) A zoning code cleanup is underway and will address this item, which will be completed by end of 2026. (6) The City will continue to monitor the reasonable accommodation provisions and revise if necessary. However, the ordinance is effective as the City approved one reasonable accommodation request in 2025. None ACTION HOU-5.5 Revised Development Standards to Support Special Needs Housing • Encourage the development of well-designed new accessory dwelling units in existing neighborhoods by implementing objective standards for the approval of accessory units. Include an ADA accessible design option in pre-approved ADU plans. • Review/revise the Reasonable Accommodation Ordinance and bring appropriate amendments to the City Council for hearing by December 2024
6th Cycle In Progress None ACTION HOU-5.5 Revised Development Standards to Support Special Needs Housing • Encourage unhoused service or navigation centers to be located within or near SROs, transitional, and or/supportive housing. Ongoing; 6th Cycle Continuous Information regarding Pre-approved ADUs:
www.cityofsancarlos.org/adu ACTION HOU-5.5 Revised Development Standards to Support Special Needs Housing • Review the Zoning Ordinance and identify amendments to ensure findings for reasonable accommodation requests are limited to health and safety considerations and those allowed by State law. Ongoing 6th Cycle Completed Chapter 18.33 Waivers: https://www.codepublishing.com/CA/SanCar los/#!/SanCarlos18/SanCarlos1833.html#18
.33
Ongoing; provide contributions on an annual basis through the CDBG funding process (1) A zoning code cleanup is underway and will address this item, which will be completed by end of 2026. (2) In 2023, the City adopted and successfully implemented Objective Design Standards for all single-family development including ADUs/JADUs and SB-9 units. The City has completed implementation of AB 1332 that encourages pre-approved ADUs. An amendment to the ADU ordinance is underway and will be completed by end of 2026. (3) Ongoing. (4) There are reasonable accommodation provisions in Chapter 18.33 Waivers. (5) A zoning code cleanup is underway and will address this item, which will be completed by end of 2026. (6) The City will continue to monitor the reasonable accommodation provisions and revise if necessary. However, the ordinance is effective as the City approved one reasonable accommodation request in 2025.

9.i
March 23, 2026 Packet Pg. 164
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-5.6 Equal Access to City Services • Adopt an accessibility policy establishing standards and procedures for providing equal access to City services and programs to all residents, including persons with limited proficiency in English, and persons with disabilities. Hold a hearing with City Council to consider the accessibility policy in 2024 6th Cycle Continuous "(1) Title VI Plan - To ensure that all persons, regardless of race, color, sex, or national origin receive the benefits of City programs, services, and activities; to ensure the City complies with Title VI and to assign responsibilities for ensuring compliance; to promote full and fair participatory decision-making; to ensure that limited English proficient (LEP) individuals are provided meaningful access to City programs, services and activities; to establish clear procedures for filing, investigating, and successfully resolving complaints on a timely basis. (2) Limited English Proficiency (LEP) Plan - Outlines how City staff will make designated publications available in languages other than English and provide interpretation/translation services to persons who are not proficient in English. The City will take reasonable steps to ensure that LEP persons are given adequate information, are able to understand that information, and are able to participate effectively in recipient programs or activities, where appropriate. (3) Public Participation Plan (PPP) - Establishes procedures that allow for, encourage, and monitor the participation of all citizens living and working in the City. Special attention will be paid to soliciting input from low-income and minority communities that are traditionally underrepresented. A survey tool will be used to seek feedback about the most effective channels of communication for the City to engage our communities. (4) Website - The City's website features an accessibility menu and language translation on all pages. (5) ADA Transition Plan - 2013 ADA Transition Plan identifies barriers to the City's programs, services, and activities, and prioritizes barrier mitigation in order to comply with Title II of the Americans with Disabilities Act." 1)
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/administrative_servi ces/risk_management/title_vi.php, https://sancarlos.hylandcloud.com/231public
access/api/Document/AV91jyDful0NNCpiots n0eNElZc0dvN6%C3%81zPHtNXDhf6Ga0 8AlRLZFGBbFzyu%C3%89PZMR8vQ%C3 %89OHfr6mxaHONlQCReb4%3D/ 2) https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department s%20And%20Divisions/Administrative%20S ervices/Risk%20Management/Title%20VI/Tit
le%20VI%20%20LEP.pdf?t=202305220812
150&t=202305220812150
3) https://cms3.revize.com/revize/sancarlos/Do
cument%20Center/City%20Hall/Department s%20And%20Divisions/Administrative%20S ervices/Risk%20Management/Title%20VI/Tit
le%20VI%20Public%20Participat.pdf?t=202
305220812150&t=202305220812150
4) https://www.cityofsancarlos.org/ includes
Accessibility Settings and Translation Services 5)
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/administrative_servi ces/risk management/americans with disa ACTION HOU-5.7 Community Governance • Conduct public meetings at suitable times, accessible to persons with disabilities, and near public transit. Resources will be invested to provide interpretation and translation services when requested at public meetings. Ongoing 6th Cycle Continuous "(1) Reasonable Accommodations Policy. Adopted by Council on 2.27.23, this policy details the procedures to accommodate individuals with disabilities (including audio impairment, visual impairment and mobility) to participate in City Council and Planning and Transportation Commission meetings.
(2) Translation Services. As noted on all our public agendas, translation services are available to the public should they require it to participate in the meeting. Advance notification is requested so that staff can make arrangements. (3) New Public Transit. All regularly scheduled public meetings are held in City Hall, the San Carlos Library and the San Carlos Youth Center. All those locations are within 1,000 feet of public transportation. (4) The City is aware of Senate Bill 707 - Brown Act Modernization Act and will adhere to this bill once it goes into effect in July 2026."
1)
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/administrative_servi ces/risk_management/title_vi.php, https://sancarlos.hylandcloud.com/231public
access/api/Document/AV91jyDful0NNCpiots n0eNElZc0dvN6%C3%81zPHtNXDhf6Ga0 8AlRLZFGBbFzyu%C3%89PZMR8vQ%C3 %89OHfr6mxaHONlQCReb4%3D/ 2) https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department s%20And%20Divisions/Administrative%20S ervices/Risk%20Management/Title%20VI/Tit
le%20VI%20%20LEP.pdf?t=202305220812
150&t=202305220812150
3) https://cms3.revize.com/revize/sancarlos/Do
cument%20Center/City%20Hall/Department s%20And%20Divisions/Administrative%20S ervices/Risk%20Management/Title%20VI/Tit
le%20VI%20Public%20Participat.pdf?t=202
305220812150&t=202305220812150
4) https://www.cityofsancarlos.org/ includes
Accessibility Settings and Translation Services 5)
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/administrative_servi ces/risk management/americans with disa ACTION HOU-5.8 Furthering Integration • Promote fair housing by allowing multi-family residential uses on all sites in the P (Institutional Use) zone as an accessory use to allowed uses such as onsite religious institutions and schools. Reference/incorporate the minimum parking prohibitions associated with AB 2097, effective January 1, 2023, within 0.5 miles of public transit (as defined in AB 2097).

Amend the Zoning Ordinance in 2023 6th Cycle In Progress Due to City Council prioritization of Downtown Specific Plan and Northeast Area Specific Plan (which will include new zoning for residential uses) this action item is still underway.

Staff anticipates completion of this action item in 2026. In the meantime, the City adheres to SB 4 Affordable Housing on Faith Lands Act. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Continue to support local agencies and organizations that provide fair housing services to San Carlos residents. Geographic Target: Citywide Annually through the San Mateo County
Consortium, which distributes CBDG
funding. 2023-2031 Metrics: Track funding
support to fair housing providers through
the County's Annual Action Plan
6th Cycle Continuous Ongoing. The City continously refers any inquiries to Project Sentinel's Fair Housing Center. None

9.i
March 23, 2026 Packet Pg. 165
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Include a fair housing presentation in City Council meetings. and continue to educate and train City staff regarding fair housing laws. As appropriate, partner with organizations such as Project Sentinel to provide resources. At least once every other year. Geographic Target: Citywide 2023-2031 Metrics: Provide an annual fair housing presentation to Council and biennially provide fair housing
6th Cycle Continuous
HIP Housing does an annual City Council presentation on how they help with Fair Housing by providing home-sharing programs and property development. Fair Housing resources are posted on the City's Fair Housing webpage. Staff also attended meetings hosted by 21 Elements to discuss components of Fair Housing Strategies such as pro- housing and anti-displacement strategies. Meetings 1 None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Ensure that all development applications are considered, reviewed, and approved without prejudice to the proposed residents, contingent on the development application’s compliance with all entitlement requirements. Timeframe: at least once every other year.

Geographic Target: Citywide 2023-2031 Metrics: At random audit two applications per year to ensure compliance 6th Cycle Continuous Ongoing. City is fully committed to this approach. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Require non-discrimination clauses in rental agreements and deed restrictions for affordable housing.

Timeframe: Ongoing Geographic Target:

Citywide 2023-2031 Metrics: Each new and continued affordable housing rental agreement/deed restriction
6th Cycle Continuous Required and included in all affordable housing rental agreements and deed restrictions. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Promote public awareness of federal, State, and local regulations regarding equal access to housing. Provide information to the public on various state and federal housing programs and fair housing law. Maintain referral information on the City’s website and at a variety of other locations such as community and senior centers, local social service offices, in City utility bills, and at other public locations including City Hall and the library. Add resources and information in Spanish and make available to the public. Continue to coordinate with other agencies and organizations, including 21 Elements, to identify other means of informing residents about fair housing laws.

Four times per year as part of fair housing
workshops by Project Sentinel and other
housing related events.

Geographic Target: Citywide with focus on areas northwest of El Camino Real and along San Carlos Avenue with higher proportions of non-White residents and
north of Cherry Street and along El Camino
Real with higher proportions of people with disabilities. 2023-2031 Metrics: Provide counseling and services to at least four San Carlos residents during the planning period 6th Cycle Continuous
Ongoing. The City has a robust fair housing webpage with updated links and resources.

The City's webpage can also be translated to various languages including Spanish. City staff is working with 21 Elements and HEART to identify ways of informing residents about fair housing laws.
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/community_develop
ment/housing/affordable_housing_and_reso
urces/fair_housing.php ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Alternative Land Use Strategies: Develop incentives or other strategies to promote housing choices and affordability in all development throughout San Carlos. Explore and pursue alternative land use strategies and make necessary amendments to zoning or other land use documents to facilitate a variety of housing choices, including but not limited to higher density opportunities on religious, institutional and quasi-institutional lands, missing middle zoning in addition to SB 9 such as SB 10, adaptive reuse, more than one JADU per structure, acquiring and adding affordability to existing structures and upzoning with the goal of 50 housing opportunities in the planning period. 2025 6th Cycle In Progress Staff anticipates completion of this action item in 2026. In the meantime, the City adheres to SB 4 Affordable Housing on Faith Lands Act. Staff is amending the ADU and SB 9 ordinances to comply with State law to further a variety of housing choices. The City acquired property adjacent to a City-owned affordable housing development and redeveloped the site to add a total of 33 affordable housing units (previously six units). Applicable Project: https://www.cityofsancarlos.org/business_de tail_T10_R172.php ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Accessibility Improvements: Through the BMR Housing Trust Fund, provide annual grant funding to Rebuilding Together Peninsula to assist low-income households with accessibility improvements in San Mateo County.

The City will market and take other actions
as necessary at least annually. 6th Cycle Continuous
Ongoing. The City of San Carlos offers an annual Notice of Funding Availability grant program to expand and enhance affordable housing options for moderate-, low-, very low-, and extremely low-income households. For 2025, the City awarded $20,000 to HIP Housing for their home-sharing and rental assistance program. Other 1 None

9.i
March 23, 2026 Packet Pg. 166
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Homesharing Program: Provide annual grant funding to HIP Housing’s Home Sharing Program to connect tenants with existing homeowners.

The program, funded by the BMR Housing Trust Fund, facilitates new home share matches and provides support to existing home shares in San Mateo County/Northern Santa Clara County.

Affirmatively Furthering
Fair Housing Actions)
• Affirmative Marketing Plans: Require affordable housing developers receiving public funds to prepare an affirmative marketing plan, and encourage private developers with affordable units in their projects to prepare affirmative marketing plans. The plan shall ensure marketing materials for new developments are designed to attract renters and buyers of diverse demographics, including persons of any race, ethnicity, sex, handicap, and familial status. As part of the entitlement process Geographic Target: Residential and Mixed
Use neighborhoods citywide.
6th Cycle Continuous
Ongoing; The City continues to work with developers and property owners through the Affordable Housing Regulatory Agreement process to ensure marketing plans are prepared 120 days before developer begins offering BMR units for rent. The City reviews and approves the marketing plan to ensure the process is compliant with all Fair Housing laws, rules, regulations, and guidelines. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 3.2: Continue to implement the City’s Below Market Rate (BMR) Ordinance requirements for rental and homeownership development; establish a process for granting priority permit processing status for approved housing projects that exceed the City’s minimum BMR requirement; Evaluate the BMR Ordinance’s density bonuses, incentives, and concessions to determine they continue to make the production of affordable housing feasible. As part of this process, consult with local nonprofit affordable housing developers to identify potential revisions that would better support development of affordable housing, and especially Low-Income Housing Tax Credit financed housing. Revise as necessary.

Geographic Target: Citywide, particularly
in the City’s highest resource areas. 2023-2031 Metrics: Increase the development of affordable housing units through the BMR Ordinance by 15% of the baseline
6th Cycle Continuous
(1) Ongoing. For example, when staff receives a housing development applications, staff ensures the required number of BMR units are provided per the Ordinance Requirement.

Also, anytime a BMR owner expresses interest to sell their BMR unit, staff coordinates with the owner and broker to ensure a qualified applicant from our existing BMR list is prioritized as a potential buyer. (2) The City continues to prioritize these projects. (3) Ongoing. Staff continuously monitors the BMR Ordinance. Staff will consult with affordable housing developers as needed.
(4) Ongoing. The City continues to collaborate with 21 Elements who are establishing a tracking methodology to determine the affordability of ADUs. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action HOU-3.3 (ADUs): Offer pre-approved plans, which support streamlining the permit review process; Promote additional pre-approved plans on the City’s website; Provide homeowner/ applicant assistant tools by including and promoting State funding resources including the CalHFA ADU grant program and Casita Coalition financing guide on the City’s website, and by promoting home sharing programs to connect ADU owners and renters, and offering counseling with a City staff-ADU specialist; Pursue funding options to support ADU construction for lowerincome homeowners Timeframe: Offer pre-approved plans and investigate funding for an incentive
program no later than 2024; ongoing ADU
development support; monitor ADUs
annually and implement alternative
strategies within one year of the annual
report if assumptions are not met.
6th Cycle Continuous
The City has established internal procedures for processing pre-approved ADU applications, which can be submitted through the Building Department. The City partners with the ADU Resource Center to provide pre-approved plans available on the ADU Plans Gallery webpage, with additional details on the City’s website. To date, no pre-approved applications have been submitted. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Action HOU-3.4: Proactively outreach to developers and homebuyers regarding available homeownership financing
options and coordinate with the regional providers of
homebuyer programs to monitor trends and identify financing gaps amongst recipients.

Timeframe: Annually conduct outreach and education efforts and coordinate with regional providers of homebuyer programs in 2024 to prepare annual reports on grant
recipient trends.
6th Cycle Continuous
The City supports and promotes the County of San Mateo's HEART program, and other first time homebuyer programs offered. The City has a contract with HEART and access to HEART staff, shared with other cities in the County, to increase collaboration on affordable housing programs. The City oversees all BMR units that are resold to preserve affordability.

Whenever there is a vacant BMR unit, the City collaborates with the property owner or developer to ensure the unit goes to an eligible BMR household. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 3.5: Coordinate with the San Mateo County Housing Authority in 2024 about utilizing a mobility counseling program in San Carlos. This program would market to landlords and property owners and inform Housing Choice Voucher holders about their residential options in areas throughout the city and provide holistic supports to voucher holders seeking to move to highest resource areas. Through landlord outreach and mobility counseling, the City's goal will be to increase the use of Housing Choice Vouchers in San Carlos by five percent and through implementation of the City’s SB 9 and ADU ordinances, seek to integrate at least five units annually in highest opportunity areas.

Timeframe: Annually
Geographic Target: Citywide
2023-2021 Metrics: Annually reach 100
individuals, as measured in website hits,
providing information about Housing
Choice Vouchers; increase use of Housing
Choice Vouchers by 5 percent in San Carlos
6th Cycle Continuous
Ongoing. Currently the BMR Ordinance states that if no eligible households are identified through the City's BMR Waitlist, the owners of rental below market rate units shall fill vacant units by selecting income-eligible households from the San Mateo County Office of Housing, Section 8 Housing Choice Voucher program or similar program. None

9.i
March 23, 2026 Packet Pg. 167
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 3.11: Noting historical inequities
amplified/perpetuated by single family zoning, encourage small units in residential neighborhoods through development of ADUs, JADUs, and SB 9 units. In coordination with research being conducted at the State level, evaluate and pursue opportunities to incentivize and provide funding assistance for homeowners to provide affordable units under SB 9. Timeframe: Bring SB 9 ordinance for consideration by City Council in Fall 2023.

Production and affordability will be
monitored every two years thereafter.

Evaluate and pursue incentive
opportunities in 2024.

Geographic Target: Single-family
neighborhoods citywide 2023-2031 Metrics: Achieve 203 ADUs and 5 SB 9 duplex construction during the planning period
6th Cycle Continuous
City strongly encourages generation of ADUs/JADUs and SB-9 units. In 2024, City became a member of the County's ADU Resource Center to help provide additional resources for generation of ADUs/JADUs. City has a designated point person for ADUs and SB-9 inquiries to help with providing timely information in turn encouraging small units throughout the City. City continues to learn more regarding available funding sources by staying by staying engaged through the ADU Resource Center. The City is actively working on updating the SB 9 Ordinance pursuant to new State Laws. New information is regularly made available at the Planning Information Counter, SB 9 webpage, Council Newsletters, etc. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 5.2: Discuss with developers the ability to provide larger rental units appropriate for families with children, including the provision of supportive services.

Timeframe: Ongoing (as projects are
proposed)
Geographic Target: Multi-family residential
neighborhoods 2023-2031 Metrics:

Complete at least one project that includes
these types of units and services during
the planning period
6th Cycle Continuous
Ongoing. The City recently (2023) approved a 100% affordable housing project at 1244 Cherry St. that includes larger units, amenities for families including on-site open space and outdoor play areas. The City partnered with HIP housing for this project. Project broke ground in 2025. The City also participated in the RFP process in partnership with the County for an affordable housign project at 626 Walnut, San Carlos that has a mix of 1, 2, and 3 bedroom units. Also in the City's BMR Ordinance, there is a provision requiring affordable units to be the same average size as the market rate units. Other 1 None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 5.8: Promote fair housing by allowing multi-family residential uses on all sites in the P (Institutional Use) zone as an accessory use to allowed uses such as onsite religious institutions and schools. Reference/incorporate the minimum parking prohibitions associated with AB 2097, effective January 1, 2023, within 0.5 miles of public transit (as defined in AB 2097).

Timeframe: Amend Zoning Ordinance by
2023 Geographic Target: Institutional Use Zone 2023-2031 Metrics: Complete at least one multi-family project in the Institutional Use
Zone during the planning period
6th Cycle Not Yet Started
Due to City Council prioritization of Downtown Specific Plan and Northeast Area Specific Plan (which will include new zoning for residential uses) this action item is still underway. Staff anticipates completion of this action item in 2026. In the meantime, the City adheres to SB 4 Affordable Housing on Faith Lands Act. ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Conduct a mid-term evaluation of the effectiveness of these strategies in support of Housing Mobility and housing opportunities throughout the city. Make adjustments within one year to achieve the overall goal of 250 affordable units by the end of the planning period. 1/1/2027 6th Cycle In Progress In progress. The City continues to monitor the effectiveness of strategies to support housing opportunities. Staff will complete a mid-term evaluation by the end of 2027. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
"Place-Based Strategies for Community Preservation and Revitalization • Downtown Specific Plan: San Carlos initiated development of a Specific Plan for its downtown in March 2022, with estimated completion by the end of 2024. The vision is to transform the downtown and El Camino Real and Laurel Street corridors into a dynamic, vibrant, intergenerational, and eclectic mixed-use neighborhood with seamless connectivity to the adjacent residential neighborhoods, the City’s East Side Innovation District, and the San Carlos Caltrain station. The Downtown Specific Plan will address major infrastructure, such as sidewalks, trees, parking, and public amenities like seating and bike parking. This project is supplemented by a Streetscape Master Plan to accelerate the implementation of the Downtown Specific Plan. Concepts with specifications for street trees, landscaping, light standards, paving, furnishings and amenities, as well as parking and curbside management will be developed. Improvements in the public realm, will also address approaches to the design of new plazas/parks or open space areas (either as part of new developments or as public amenities resulting from permanent street closures). The Plan will also address programming and activation of public space in response to the community’s desires for social interaction within improved gathering spaces." Timeframes: Downtown Specific Plan in 2024; pedestrian safety, bicycle, and green
infrastructure improvements in 2024.

9.i
March 23, 2026 Packet Pg. 168
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
Pedestrian Safety on El Camino Real: The City is installing a High-Intensity Activated Crosswalk Beacon system (HAWK) to improve the existing crossing across El Camino Real at
Belmont Avenue. In addition, the project will also include refreshed traffic striping at the intersection. The project is underway as of 2023 but awaiting the arrival of a controller cabinet needed to complete the improvements.

Timeframes: Downtown Specific Plan in
2024; pedestrian safety, bicycle, and green
infrastructure improvements in 2024.

Geographic Target: Citywide, particularly
in the City’s highest density areas,
including Downtown and areas near the
Caltrain stop, where sites to meet the
lower-income RHNA are located 2023-2031 Metrics: Complete at least 6 infrastructure projects in Downtown and surrounding areas 6th Cycle Continuous 1• Pedestrian Safety on El Camino Real: The City installed a High-Intensity Activated Crosswalk Beacon system (HAWK) to improve the existing crossing across El Camino Real at Belmont Avenue. The project also included refreshed traffic striping at the intersection. The project has been in operation since fall of 2023. 2• Arroyo Ave and Chestnut Street Safe Routes to school improvement project included fresh pavement in the intersection, a new high visbility crosswalk with ADA ramps, bulbouts and a Rectangular Rapid Flashing Beacon across Arroyo Ave and a new crosswalk across Chesnut Street. This project was completed in Spring of 2025 3• City Library stair repair project was completed in Spring of 2024 and replaced existing no operational stairs with new steel enforced stairs connecting sidewalk directly to the library. 4• Pedestrian Signal heads throughout the city were upgraded to countdown mechanism to improve pedestrian safety at all signalized intersections in San Carlos completed in fall of 2024. 5• Pavement rehabilitation project inatalled new ADA curb ramps at Elm/Cherry and San Carlos/Elm, completed in spring 2024. 6• Annual sidewalk repair program upgraded sidewalks near the downtown areas completed in Spring of 2025. Other 6 Request information via email: [email protected] [email protected]
[email protected]
4- [email protected]
5- [email protected]
[email protected] ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Pedestrian Safety on San Carlos Ave: The City will, as part of a Phase III of construction, construct new sidewalk, curb, and gutter along the north side of San Carlos Avenue while the existing asphalt walkway on the south side with concrete improvements.

Timeframes: Downtown Specific Plan in
2024; pedestrian safety, bicycle, and green
infrastructure improvements in 2024.

Affirmatively Furthering
Fair Housing Actions)
• Bicycle facility improvements on San Carlos Ave: The City will stripe buffered bike lanes with green paint on the north and south sides along with a green bicycle box at the
intersection of San Carlos Avenue and Devonshire Boulevard. Timeframes: Downtown Specific Plan in 2024; pedestrian safety, bicycle, and green
infrastructure improvements in 2024.

Affirmatively Furthering
Fair Housing Actions) • Landscaping and Green Infrastructure Improvements on San Carlos Ave: The City will plant low-level shrubs and cover along with flow-through planters for collecting of surface stormwater run-off. Timeframes: Downtown Specific Plan in 2024; pedestrian safety, bicycle, and green
infrastructure improvements in 2024.

9.i
March 23, 2026 Packet Pg. 169
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 1.1: Continue the Rental Inspection Program to preserve and improve existing housing stock and
neighborhood quality
Timeframe: Annually
Geographic Target: Multi-family residential
neighborhoods 2023-2031 Metric: Conduct
240 inspection visits annually
6th Cycle Continuous The City implements the Rental Inspection Program on a two-year schedule. In 2025, the City performed 59 rental apartment inspections. Other 59 None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 1.2: As CDBG funds are available through San Mateo County Consortium, provide grants or loans to low- and moderate-income households for the rehabilitation of residences; Promote the availability of home repair services for low-income and special needs households available from private agencies in the county.

Timeframe: Annually or as funding
becomes available Geographic Target:

Multi-family residential neighborhoods and
south of El Camino Real between Holly
Street and Arroyo Avenue with higher
proportions of low-to-moderate income households. 2023-2031 Metrics: Assist 2 5 low-to- moderate-income households annually. 6th Cycle Continuous
Ongoing. Through the Affordable Housing Grant Program, the City provided $42,900 to MidPen Housing for renovations of low-income units at the Laureola Oaks property; $26,000 to PARCA for essential renovations for lowincome disabled adults; and $12,000 to RTP for home-repairs for lowincome homeowners. Other 3 None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Action 1.3: San Carlos will continue to monitor the affordability of existing deed-restricted units and coordinate with property owners to encourage the retention of
affordability of these units.
"Timeframe: Annually monitor/report the
affordability status of at-risk rental units as
part of the Annual Progress Report
process; Contact owners with expiring
covenants two years in advance of the
expiring covenant.

Geographic Target: Multi-family residential
neighborhoods and areas south of El
Camino Real between Holly Street and
Arroyo Avenue with higher proportions of
low-to-moderate income households. 2023-2031 Metric: Retain affordability of 137 units at 17 housing complexes"
6th Cycle Continuous
The San Carlos Housing Division conducts annual re-certifications to monitor the affordability status of all Below Market Rate units. Through the annual re-certification monitoring, the City also keeps track of at-risk rental units. As of 2025, there are no atrisk rental units. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 3.1: Continue to apply the commercial/housing
linkage fee to fund affordable housing and monitor fee amount to ensure it reflects market conditions. Encourage concurrent production of on or off-site affordable housing, in lieu of fee payment. Collaborate with existing and new major employers to encourage the development and funding of more affordable housing.

Timeframe: Re-evaluate opportunities for
construction in-lieu of fee payment in
2024; collaborate with city’s 10 largest
employers at least every other year;
annually monitor and pursue funding
opportunities through county, state, and
federal funding programs and sources to
leverage City funds
6th Cycle Continuous
Ongoing. The City continues to collect fees for future affordable housing development and preservation. The City continues to encourage developers to provide housing concurrent with non-residential development. For example, in 2025 the Alexandria project, Minkoff project committed to $5,964,220 in commercial/housing linkage fees None

9.i
March 23, 2026 Packet Pg. 170
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 3.5: Continue to work with the San Mateo County Department of Housing and nonprofit organizations to
implement Housing Choice Voucher Rental Assistance
programs. Continue to provide information on the Housing Choice Voucher program, including new legal requirements pursuant to SB 329, which prohibits housing discrimination on the basis of source of income (including Housing Choice Vouchers). Continue to collaborate with other cities in San Mateo County, regional organizations, and/or nonprofit
organizations to evaluate and quantify potential discrimination against Housing Choice Voucher users or other rental
assistance voucher programs. Continue to develop and act upon measures to address these issues. Coordinate with the San Mateo County Housing Authority in 2024 about utilizing a mobility counseling program in San Carlos to market to
landlords and property owners and inform Housing Choice Voucher holders about their residential options in areas throughout the city and provide holistic supports to voucher holders seeking to move to highest resource areas.
"Timeframe: Annually Geographic Target:

Citywide
2023-2021 Metrics: Annually reach 100
individuals, as measured in website hits,
providing information about Housing
Choice Vouchers; increase use of Housing
Choice Vouchers by 5 percent in San Carlos" 6th Cycle Continuous Ongoing; the City continues to work with nonprofit organizations such as HEART and the County on implementing and providing information on voucher programs when inquiries are recieved from potential renters. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 3.10: Take actions to reduce displacement, including fair housing counseling, rental audits, fair housing case monitoring, outreach, and additional tenant protection
policies; Support local efforts to create a community land trust or a housing preservation fund
"Timeframe: Consult with tenants’ rights
advocates and stakeholders, complete
analysis, and hold a hearing with City
Council to adopt anti-displacement
strategies by 2026 Geographic Target:

Multi-family residential neighborhoods and areas south of El Camino Real between Holly Street and Arroyo Avenue with higher proportions of low-to-moderate income households. 2023-2031 Metric: Partner with a community-based organization to provide residents with informational materials and workshops on latest anti-displacement strategies at least three times soon after
adoption."
6th Cycle Continuous
All objectives are ongoing. (1) The City has a robust Fair Housing webpage with links to resources, inlcuding legal counseling resources such as Project Sentinel and Cal Civil Rights System. (2) The City works with HEART to complete BMR ownership audits and plans to start rental audits in 2026. For 100% affordable housing projects such as 817 Walnut, Laureola Oaks, 717 Cedar, and the upcoming Cherry Street Commons, the City can access the rental audits completed by the affordable housing developer such as Charities, MidPen, HIP, and Eden. (3) Ongoing. (4) The City has a robust Fair Housing webpage with updated information and resources. This webpage is update frequently, more than once a year. (5) City staff has attended anti-displacement strategy meetings with 21 Elements to research additional strategies. The City also participated in a Countywide community survey in December 2025 to help inform local anti-displacement strategies with 42 survey submittals from San Carlos and 400 submittals countywide. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 8.1: Continue to work with housing services
organizations, or other similar organizations, to increase housing opportunities in San Carlos. Explore partnerships with housing operators, non-profit organizations, and developers to rehabilitate and convert existing market rate rental housing into affordable housing for extremely low, very low, low and moderate-income households. "Timeframe: Discuss opportunities with developers that contact the City annually
Geographic Targeting: Multi-family
residential neighborhoods and areas south
of El Camino Real between Holly Street and
Arroyo Avenue with higher proportions of
low-to-moderate income households. 2023-2031 Metric: Develop at least one new partnership with housing organizations
annually."
6th Cycle Continuous
Ongoing. City continues to collaborate with HIP Housing, 21 Elements, San Mateo County Consortium and other organization within the San Mateo County to stay informed regarding housing opportunities. The City displays HIP Housing Home Sharing program flyers in the City Hall Lobby. None

9.i
March 23, 2026 Packet Pg. 171
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Implement an accessibility policy that establishes standards and procedures for providing equal access to City services and programs to all residents, including persons with limited proficiency in English, and persons with disabilities. "Timeframe: By 2024 Geographic Target: Areas with high
proportions of non-native English speakers
and north of Cherry Street and Along El
Camino Real with higher proportions of
people with disabilities
2023-2021 Metric: Upon adoption of
accessibility policy, assist at 20 persons
annually with disability needs"
6th Cycle Continuous
"(1) Title VI Plan - To ensure that all persons, regardless of race, color, sex, or national origin receive the benefits of City programs, services, and activities; to ensure the City complies with Title VI and to assign responsibilities for ensuring compliance; to promote full and fair participatory decision-making; to ensure that limited English proficient (LEP) individuals are provided meaningful access to City programs, services and activities; to establish clear procedures for filing, investigating, and successfully resolving complaints on a timely basis. (2) Limited English Proficiency (LEP) Plan - Outlines how City staff will make designated publications available in languages other than English and provide interpretation/translation services to persons who are not proficient in English. The City will take reasonable steps to ensure that LEP persons are given adequate information, are able to understand that information, and are able to participate effectively in recipient programs or activities, where appropriate. (3) Public Participation Plan (PPP) - Establishes procedures that allow for, encourage, and monitor the participation of all citizens living and working in the City. Special attention will be paid to soliciting input from low-income and minority communities that are traditionally underrepresented. A survey tool will be used to seek feedback about the most effective channels of communication for the City to engage our communities. (4) Website - The City's website features an accessibility menu and language translation on all pages. (5) ADA Transition Plan - 2013 ADA Transition Plan identifies barriers to the City's programs, services, and activities, and prioritizes barrier mitigation in order to comply with Title II of the Americans with Disabilities Act." 1)
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/administrative_servi ces/risk_management/title_vi.php, https://sancarlos.hylandcloud.com/231public
access/api/Document/AV91jyDful0NNCpiots n0eNElZc0dvN6%C3%81zPHtNXDhf6Ga0 8AlRLZFGBbFzyu%C3%89PZMR8vQ%C3 %89OHfr6mxaHONlQCReb4%3D/ 2) https://cms3.revize.com/revize/sancarlos/Do cument%20Center/City%20Hall/Department s%20And%20Divisions/Administrative%20S ervices/Risk%20Management/Title%20VI/Tit
le%20VI%20%20LEP.pdf?t=202305220812
150&t=202305220812150
3) https://cms3.revize.com/revize/sancarlos/Do
cument%20Center/City%20Hall/Department s%20And%20Divisions/Administrative%20S ervices/Risk%20Management/Title%20VI/Tit
le%20VI%20Public%20Participat.pdf?t=202
305220812150&t=202305220812150
4) https://www.cityofsancarlos.org/ includes
Accessibility Settings and Translation Services 5)
https://www.cityofsancarlos.org/city_hall/dep
artments_and_divisions/administrative_servi ces/risk management/americans with disa ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Conduct public meetings at suitable times, accessible to persons with disabilities, and near public transit. Resources will be invested to provide interpretation and translation services when requested at public meetings. Ongoing 6th Cycle Continuous "(1) Reasonable Accommodations Policy. Adopted by Council on 2.27.23, this policy details the procedures to accommodate individuals with disabilities (including audio impairment, visual impairment and mobility) to participate in City Council and Planning and Transportation Commission meetings.
(2) Translation Services. As noted on all our public agendas, translation services are available to the public should they require it to participate in the meeting. Advance notification is requested so that staff can make arrangements. (3) New Public Transit. All regularly scheduled public meetings are held in City Hall, the San Carlos Library and the San Carlos Youth Center. All those locations are within 1,000 feet of public transportation. (4) The City is aware of Senate Bill 707 - Brown Act Modernization Act and will adhere to this bill once it goes into effect in July 2026."
https://www.cityofsancarlos.org/ ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Continue to educate landlords on fair housing law, reasonable accommodations and disability rights, including posting reasonable accommodations on the website and at prominent location near the permit counter. Ongoing 6th Cycle Continuous Ongoing. The City continues to provide this information at the permit counter. The City also links to the County's webpage on Reasonable Accomodation Process on the City Fair Housing Webpage. Fair Housing webpage: https://www.cityofsancarlos.org/city_hall/dep artments_and_divisions/community_develop
ment/housing/affordable_housing_and_reso
urces/fair_housing.php ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions) • Action 3.12: Continue to reduce or waive development impact fees to facilitate 100% affordable and special needs housing, including housing for extremely low-income and persons living with disabilities (including persons with developmental disabilities).

Ongoing 6th Cycle Continuous
This has been done for 817 Walnut St and 1232 Cherry St 100% affordable development projects. The City will continue to prioritize future proposals.

This is an ongoing objective. City will consider waiving fees for a future affordable housing project at the City-owned site at El Camino Real and Eaton. The City also adheres to SB 937 by deferring impact fee collection to Certificate of Occupancy. None ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 5.3: Continue to encourage the development of residential care facilities and group homes. Ongoing 6th Cycle In Progress Group homes are allowed by-right in two out of three multi-family zoning districts, but not in single-family zones. A zoning code cleanup is underway and will be completed by end of 2026. The City will remove the requirement for a six-foot tall wall as part of the zoning code cleanup. None

9.i
March 23, 2026 Packet Pg. 172
Name of Program Objective Projected Completion Date in Housing Element Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents ACTION HOU-6.1 Affirmatively Furthering Fair Housing (From Table 4.2-2:

Affirmatively Furthering
Fair Housing Actions)
• Action 5.4: On an annual basis, provide financial contributions to nonprofit organizations and outside agencies that serve the housing needs of special needs households in and around San Carlos. These organizations and agencies may include but are not limited to: The Center for Independence of the Disabled (CID), HIP Housing, Shelter Network, Samaritan House, CALL Primrose, San Mateo County Children’s Fund, and HEART, among others. Annually 6th Cycle Continuous Through the City's Affordable Housing Grant Program, the City provides financial contributions to non-profit organizations such as Call Primrose, HIP Housing, LifeMoves, MidPen Housing, PARCA, RTP, and Samaritan Housing. A total of $173,900 was allocated in 2025. None ACTION HOU-7.1 Childcare development impact fee
• Study and hold a hearing with City Council to consider establishing a childcare development impact fee for new nonresidential developments.

Complete study and hold a hearing with
City Council by spring 2023 6th Cycle Completed
Completed; In October 2022, the City Council established a Childcare Development Impact Fee for new nonresidential developments in the City of San Carlos. cityofsancarlos.org/childcare, Request information via email: Andrew Douglass
<[email protected]> ACTION HOU-7.2 Childcare Zoning • Allow by-right the siting and development of family childcare homes in all residential, mixed-use, and other zones where residences are permitted, for the convenience of families.

Consider modified zoning standards, modified review
procedures, and other incentives to facilitate childcare centers’ development in mixed-use and commercial zones and as an accessory use to religious/community facilities in residential zones. Complete study and hold a hearing with City Council in 2025 6th Cycle In Progress
This action was completed in 2021. To allow childcare homes as an accessory use to religious/community facilities in residential zones is still in progress. None ACTION HOU-7.2 Childcare Zoning • Encourage the inclusion of space for childcare in new housing developments, including affordable housing
developments, as feasible.
6th Cycle Continuous
Staff continues to encourage the inclusion of childcare spaces in new developments during discussions with Developers on desired community amenities. None ACTION HOU-7.2 Childcare Zoning • Ensure that zoning code and permitting practices are
consistent with State law that prohibits use permits, business licenses, etc. for Large Family Child Care Homes.
6th Cycle Completed This action was completed in 2021 None ACTION HOU-7.2 Childcare Zoning • In addition to the traffic impact fee exemption already provided, continue the discussion with decision makers to consider potential incentives for developers to provide childcare facilities or services as part of new residential, commercial, and industrial developments, including but not limited to: density bonuses, increases in floor area ratios, parking reduction, community benefits credit, expedited entitlements, or other modifications to zoning regulations. 6th Cycle Continuous
Ongoing; Developers may receive a community benefit credit if they provide more childcare spaces than required, as established under the Development Impact Fee Ordinance. The City of San Carlos has also adopted a Childcare Development Impact Fee which applies to new nonresidential development projects. Developers may either provide on-site childcare or pay the impact fee. Toward the end of 2024, the City launched a Childcare Grant Program as the means of distributing Childcare Impact Fees to local providers and creating new childcare spaces. In Fiscal Year 2024-25, the City awarded approximately $500,000 in Childcare Development Impact Fees, supporting capital improvement projects that created 74 new childcare spaces in the community. None ACTION HOU-8.1 Partnership Programs Continue to work with the following organizations, or other similar organizations, to increase housing opportunities in San Carlos: • HIP Housing – home sharing programs including potential owners and renters matching; • 21 Elements – funding sources for low-, very low-, and extremely lowincome housing, funding sources for special needs housing; rental voucher discrimination claims, among others; funding sources for ADU construction or remodels and best practices to encourage ADUs • San Mateo County Consortium
• San Mateo Department of Housing – Section 8 housing assistance • Others as opportunities arise
• HEART – first time home buyers programs"
Ongoing; discuss opportunities with
developers that contact the City annually 6th Cycle Continuous Ongoing. City continues to collaborate with HIP Housing, 21 Elements, San Mateo County Consortium and other organization within the San Mateo County to stay informed regarding housing opportunities. The City displays HIP Housing Home Sharing program flyers in the City Hall Lobby. None ACTION HOU-8.1 Partnership Programs • Explore partnerships with housing operators, non-profit organizations, and developers to rehabilitate and convert existing market rate rental housing into affordable housing for extremely low, very low, low and moderate-income households. 6th Cycle Continuous City rehabilitated 6 units, including 2 units at 50% AMI (very-low income) and 4 units at 60% AMI (low income). City provided relocation assistance including rend and moving expense equivalent to four (4) months, ensured tenants had the right to reoccupy units, and will continuously maintain affordability and occupancy restrictions for at least 55 years. None Complete study and hold a hearing with City Council in 2025

9.i
March 23, 2026 Packet Pg. 173

9.i
March 23, 2026 Packet Pg. 174

9.i
March 23, 2026 Packet Pg. 175

9.i
March 23, 2026 Packet Pg. 176

9.i
March 23, 2026 Packet Pg. 177

9.i
March 23, 2026 Packet Pg. 178

9.i
March 23, 2026 Packet Pg. 179

9.i
March 23, 2026 Packet Pg. 180

9.i
March 23, 2026 Packet Pg. 181

9.i
March 23, 2026 Packet Pg. 182

CITY COUNCIL

STAFF REPORT
MEETING DATE: March 23, 2026
ITEM TITLE: Adopt a Resolution Approving the Plans and Specifications for the Library Kitchen and Bathroom Upgrades Project (C2418) and Authorizing a Call for Bids.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution approving the plans and specifications for the Library Kitchen and Bathroom Upgrades Project (C2418) (“Project”) and authorizing a call for bids.

FISCAL IMPLICATIONS:

There are no fiscal implications, and no additional funding is needed.

Funding for the Project comes from the San Mateo County Library (SMCL) Fund JPA to be funded from the Library Excess Trust Fund currently held by SMCL, which has an available budget of approximately $500,000 in fiscal year (FY) 2025-26. The engineer’s estimate, with 10% contingency, is approximately between $650,000 to $675,000.

If bids received are greater than remaining project funds available, staff will request an additional appropriation at the time of awarding the contract and will pursue approval through the regular channels with SMCL.

BACKGROUND:

The San Carlos Library kitchen and six bathrooms have not been updated since the library was built in 1999 and need repair and upgrades for the benefit of all staff and visitors who use the facilities daily.

This project will update and remodel the four public bathrooms, two library staff bathrooms, and the library staff’s kitchen. The bathroom remodel consists of new partitions, infant changing tables, low-flow water closets, faucets and sinks, paint, water heater, and tile replacement. The kitchen remodel includes new cabinets, appliances, water heater, paint, and tile restoration and/or replacement. The kitchen and bathrooms would also be transitioned from tiled countertops and flooring to smooth, solid surfaces to support cleanliness standards.

Staff retained Viotti Architects, Inc. (“Consultant”) to provide architectural design services and prepare the construction documents. The design documents are now complete to the satisfaction of the City Engineer.

9.j
March 23, 2026 Packet Pg. 183
Staff and the Consultant collaborated with library staff during the preparation of construction documents to ensure the improvements meet the needs of library staff and users.

ANALYSIS:

The final bid set construction documents were prepared and signed by the City Engineer on February 23, 2026. The bid opening date is tentatively scheduled for April 14, 2026, at 10:30 a.m.

The award of the Project is tentatively scheduled for the May 11, 2026 City Council meeting.

Staff recommend approving the plans and specifications and authorizing a call for bids for the Project.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution approving the plans and specifications for the Library Kitchen and Bathroom Upgrades Project (C2418) and authorizing a call for bids; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Steven Machida, Public Works Director
Approved for submission by:
____________________________
Nil Blackburn, Interim City Manager
ATTACHMENT(S):

1. Resolution

2. Library Kitchen and Bathroom Upgrades Plans and Specifications

9.j
March 23, 2026 Packet Pg. 184
RESOLUTION NO. 2026 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

APPROVING THE PLANS AND SPECIFICATIONS FOR THE LIBRARY KITCHEN AND BATHROOM UPGRADES PROJECT (C2418) AND AUTHORIZING A CALL FOR BIDS.

WHEREAS, the San Carlos Library’s staff kitchen and six bathrooms have not been updated since the library was built in 1999 and need repair and upgrades for the benefit of all staff and visitors who use the facilities daily; and
WHEREAS, the Library Kitchen and Bathroom Upgrades Project will update and remodel the staff’s kitchen, four public bathrooms, and two staff bathrooms at the library; and WHEREAS, staff retained Viotti Architects, Inc. (“Consultant”) to provide architectural design services and prepare the construction documents to the satisfaction of the City Engineer; and WHEREAS, staff and the Consultant collaborated with library staff during the preparation of construction documents to ensure the improvements will meet the needs of library staff and users; and
WHEREAS, the final bid set construction documents were prepared and signed by the City Engineer on February 23, 2026; and
WHEREAS, the tentative bid opening date is April 14, 2026 at 10:30 a.m. and award of the Project is tentatively scheduled for the May 11, 2026 City Council meeting; and WHEREAS, staff recommend approving the plans and specifications and authorizing a call for bids for the Project.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council approves the plans and specifications for the Library Kitchen and Bathroom Upgrades Project (C2418) and authorizes a call for bids.
* * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of March 2026, by the following vote:
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

9.j
March 23, 2026 Packet Pg. 185
JOB#: NO. DATE REVISIONS DRAWN BY: DATE: 650.595.2955 T 650.595.2980 F 1300 INDUSTRIAL RD. SUITE 14 SAN CARLOS, CA 94070 VIOTTIARCHITECTS.COM VIOTTI ARCHITECTS This drawing, as an instrument of service is and shall remain the property of the Architect and shall not be reproduced, published or used in any way without the permission of the Architect. Drawings are originals only if stamp and signature are red. ISSUED FOR : 06.12.2502/17/26AS 2509

THE CITY OF SAN CARLOS

SAN CARLOS BRANCH LIBERARY,
610 ELM STREET, SAN CARLOS, CA
94070 PRICING 08.22.25 PRICING 12 10.1.25 REVISION 4 10.28.25 ISSUED FOR CONSTRUCTION 5 11.11.25 ISSUED FOR CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR CONSTRUCTION 02.17.26 REVISION 02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED SITE LOCATION VICINITY MAP CONSULTANTS SYMBOLS LEGEND / ABBREVIATIONS GENERAL NOTES PROJECT DATA 1. RENOVATE/REMODEL EXISTING PANTRY, RESTROOMS ON THE FIRST AND SECOND FLOOR. 2. WORK IS SPECIFIC TO ROOMS INDICATED ON THE ATTACHED PLANS. 3. WORK IS TO INCLUDE REPLACEMENT OF PLUMBING FIXTURES IN EXISTING LOCATIONS, REMOVAL AND REPLACEMENT OF TILE (WALL AND FLOOR) AND REMOVAL AND REPLACEMENT OF FLOORING, PANTRY CABINETS, AND APPLIANCES IN THEIR EXISTING LOCATIONS. ARCHITECT: VIOTTI ARCHITECTS 1300 INDUSTRIAL ROAD SUITE 14 SAN CARLOS, CA 94070 T: 650-595-2955 F: 650-595-2980 SCOPE OF WORK @ AT A.D. AREA DRAIN ADD'N ADDITION ADJ ADJUSTABLE AFF ABOVE FINISH FLOOR ALT ALTERNATE ALUM ALUMINUM ANOD ANODIZED ARCHARCHITECT/TURAL BD BOARD BLD'GBUILDING BLK'GBLOCKING BM BEAM B.O. BY OWNER/BY OTHERS CAB CABINET C.J. CEILING JOIST CLG CEILING CLR CLEAR CLO CLOSET C.O. CLEAN OUT CONC CONCRETE CONT CONTINUOUS DBL DOUBLE DF DOUGLAS FIR DIA DIAMETER DIM DIMENSION D.J. DECK JOIST DN DOWN DS DOWNSPOUT DW DISHWASHER DWG DRAWING (E) EXISTING EA EACH ELEC ELECTRIC ELEV ELEVATION EQ EQUAL EXT EXTERIOR FDN FOUNDATION FIN FINISH FIXT FIXTURE F.J. FLOOR JOIST FLR FLOOR F.O.C.FACE OF CONCRETE F.O.F. FACE OF FINISH F.O.S. FACE OF STUDS FT FEET FTG FOOTING FURN FURNACE/FURNITURE G GAS OUTLET/METER GA GAUGE GALV GALVANIZED GFI GROUND FAULT INTERRUPT GLB GLUE LAMINATED BEAM GSM GALVANIZED SHEET METAL GYP. BD. GYPSUM BOARD HB HOSE BIB HDR HEADER HT HEIGHT INC INCLUDE INCAN INCANDESCENT INSUL INSULATION LT LIGHT MAX MAXIMUM MECH MECHANICAL MFR MANUFACTURER MIN MINIMUM MTD MOUNTED MTL METAL (N) NEW N.T.S NOT TO SCALE O.C. ON CENTER O/HANG OVERHANG O/ OVER PART PARTIAL PLYWD PLYWOOD PTD PAINTED PT. GR. PAINT GRADE P.T. PRESSURE TREATED R RADIUS/RISER R.D. ROOF DRAIN RDWD REDWOOD REFR REFRIGERATOR REINF REINFORCED REQ'D REQUIRED RM ROOM R.O. ROUGH OPENING SCHED SCHEDULE S.D. SMOKE DETECTOR SECT SECTION SHT SHEET SHTG SHEATHING SIM SIMILAR SKYLT SKYLIGHT S.L.D. SEE LANDSCAPE DRAWINGS S.O.G. SLAB ON GRADE SPEC SPECIFICATIONS S.S.D.SEE STRUCTURAL DRAWINGS ST. GR. STAIN GRADE STL STEEL T&G TONGUE & GROOVE TEMP TEMPERED T.O.C. TOP OF CONCRETE T.O.P. TOP OF PLATE TR TREAD TYP TYPICAL U.O.N. UNLESS OTHERWISE NOTED V.I.F. VERIFY IN FIELD V.B. VAPOR BARRIER W/ WITH W/O WITHOUT WH WATER HEATER W.P. WATER PROOF W.I.C. WALK-IN CLOSET DEFERRED SUBMITTALS 1. NO DEFERRED SUBMITTALS. SHEET INDEX APN # ZONE OCCUPANCY CONSTRUCTION TYPE AUTOMATIC SPRINKLERS STORIES SITE AREA FLOOR AREA EXISTING FIRST FLOOR AREA EXISTING SECOND FLOOR AREA TOTAL AREA OF TENANT IMPROVEMENTS IN EXISTING LOCATION PBII-BYES 269,750 SF ± 21,785 SF ± 18,746 SF ± 40,531 SF EXISTING SQUARE FOOTAGE IN AREA OF WORK FIRST FLOOR: - PANTRY - RESTROOM 1 - SINGLE USE (WOMEN) - RESTROOM 2 - SINGLE USE (MEN) - RESTROOM 3 - WOMEN - RESTROOM 4 - MEN SECOND FLOOR: - RESTROOM 5 - WOMEN - RESTROOM 6 - MEN TOTAL AREA OF WORK: T0 TITLE SHEET BMP BEST MANAGEMENT PRACTICES G1 GENERAL NOTES A0 SITE PLAN, A1.0 DEMOLITION FIRST FLOOR PLAN. A1.1 DEMOLITION SECOND FLOOR PLAN. A1.2 ENLARGE PROPOSED PLAN - PANRTY, RESTROOM 1 & 2 A1.3 ENLARGED PROPOSED PLAN - RESTROOM 3 & 4 A1.4 ENLARGED PROPOSED PLAN - RESTROOM. 5 & 6 A1.5 REFLECTED CEILING PLAN A2.0 PROPOSED INTERIOR ELEVATION PANTRY. A2.1 PROPOSED INTERIOR ELEVATION RESTROOM 1 & 2 A2.2 PROPOSED INTERIOR ELEVATION RESTROOM 3 & 4 A2.3 PROPOSED INTERIOR ELEVATION RESTROOM 5 A2.4 PROPOSED INTERIOR ELEVATION RESTROOM 6 A3.0 DETAILS A3.1 DETAILS A4.0 SCHEDULES E1.0 POWER PLAN ENL.1 TITLE 24 LIGHTING 293.16 SF 59.38 SF 57.11 SF 218.74 SF 158.81 SF 271.93 SF 255.99 SF 1315.12 SF T-O TITLE SHEET GREEN BUILDING: A PLUS GREEN ENERGY SERVICES 41 C HANGAR WAY WATSONVILLE, CA 95076 T: 831-728-7717 LIBRARY KITCHEN & BATHROOM UPGRADES THE CITY OF SAN CARLOS CODES THE WORK SHALL CONFORM TO THE CALIFORNIA TITLE 24: PART 2 2025 CALIFORNIA BUILDING CODE (2025 CBC) PART 2.5 2025 CALIFORNIA RESIDENTIAL CODE (2025 CRC) PART 3 2025 CALIFORNIA ELECTRICAL CODE (2025 CEC) PART 4 2025 CALIFORNIA MECHANICAL CODE (2025 CMC) PART 5 2025 CALIFORNIA PLUMBING CODE (2025 CPC) PART 6 2025 CALIFORNIA ENERGY CODE (2025 CEnC) PART 7 2025 CALIFORNIA WILDLAND-URBAN INTERFACE CODE (2025 WUI) PART 9 2025 CALIFORNIA FIRE CODE (2025 CFC) PART 11 2025 CALIFORNIA GREEN BUILDING STANDARDS CODE (2025 GBSC) AND THE CITY OF SAN CARLOS MUNICIPAL CODE DRAWINGS 1. GENERAL CONDITIONS. THE STANDARD A.I.A. GENERAL CONDITIONS ARE HEREBY MADE A PART OF THESE DRAWINGS. 2. DIMENSIONS. WRITTEN DIMENSIONS SHALL GOVERN. DO NOT SCALE THE DRAWINGS. 3. DIMENSIONS. ALL DIMENSIONS ARE TO THE FACE OF STUD OR FACE OF CONCRETE, OR TO THE CENTERLINE OF GRIDS, COLUMNS, WINDOWS, DOORS, AND FIXTURES, UNLESS OTHERWISE NOTED. 4. DIMENSIONS. 'CLR' DENOTES MEASUREMENT FROM FINISH SURFACES, TYP. 5. COMPLETION. THESE DRAWINGS INCLUDE THE GENERAL EXTENT OF NEW CONSTRUCTION NECESSARY FOR THE WORK, BUT ARE NOT INTENDED TO BE ALL-INCLUSIVE. GENERAL CONTRACTOR'S RESPONSIBILITIES 1. PLANS ON SITE. THE GENERAL CONTRACTOR (HEREAFTER G.C.) SHALL MAINTAIN A CURRENT AND COMPLETE SET OF CONSTRUCTION DRAWINGS ON THE JOB SITE DURING ALL PHASES OF CONSTRUCTION FOR USE BY ALL TRADES AND SHALL PROVIDE ALL SUBCONTRACTORS WITH CURRENT CONSTRUCTION DRAWINGS. 2. DISCREPANCIES. G.C. IS RESPONSIBLE FOR THOROUGH REVIEW OF THESE DOCUMENTS AND EXISTING FIELD CONDITIONS PRIOR TO THE COMMENCEMENT OF ANY WORK. ANY ERRORS, OMISSIONS, OR CONFLICTS FOUND ARE TO BE BROUGHT TO THE IMMEDIATE ATTENTION OF THE ARCHITECT IN WRITING FOR CLARIFICATION. 3. SUBSTITUTIONS. THE G.C. IS REQUIRED TO NOTIFY ARCHITECT IN WRITING OF ANY SUBSTITUTION, REVISION OR PROPOSED ALTERNATE AT LEAST TWO WEEKS PRIOR TO THE ORDER OR INSTALLATION OF SAID ALTERNATE IN ORDER TO ALLOW FOR NECESSARY COORDINATION AND APPROVALS. 4. INSPECTIONS. THE G.C. IS RESPONSIBLE FOR THOROUGH REVIEW OF THE ARCHITECTURAL AND STRUCTURAL DRAWINGS, GEOTECHNICAL REPORT, AND THE ENERGY AND GREEN COMPLIANCE MANDATORY MEASURES AND IS RESPONSIBLE FOR SCHEDULING AND BEING PRESENT FOR ANY INSPECTIONS OR OBSERVATIONS REQUIRED. (MIN. 48 HOURS NOTICE FOR SITE VISITS) 5. SAFETY. THE G.C. SHALL BE SOLELY RESPONSIBLE FOR SAFETY ON THE JOB SITE AND ADHERE TO ALL FEDERAL, STATE, LOCAL AND OSHA SAFETY REGULATIONS. 6. DEFERRED SUBMITTALS. DEFERRED SUBMITTAL DOCUMENTATION SHALL BE SUBMITTED TO THE ARCHITECT OR ENGINEER OF RECORD WHO SHALL REVIEW THEM AND FORWARD THEM TO THE BUILDING OFFICIAL WITH A NOTATION INDICATING THAT THE DEFERRED SUBMITTAL DOCUMENTS HAVE BEEN REVIEWED AND FOUND TO BE IN GENERAL CONFORMANCE WITH THE DESIGN OF THE PROJECT. THE DEFERRED SUBMITTAL ITEMS SHALL NOT BE INSTALLED UNTIL THEIR DESIGN AND SUBMITTAL DOCUMENTS HAVE BEEN APPROVED BY THE BUILDING OFFICIAL. 7. WORKMANSHIP. ALL WORKMANSHIP IN ALL TRADES SHALL BE OF THE HIGHEST QUALITY, BY PERSONS ESPECIALLY SKILLED AT ASSIGNED TASKS, AND SHALL RESULT IN A NEAT AND CLEAN INSTALLATION. ALL WORK SHALL BE INSTALLED TRUE, PLUMB, LEVEL, SQUARE, AND IN PROPER ALIGNMENT. NOTIFY ARCHITECT AND OWNER OF EXISTING CONDITIONS WHICH DO NOT MEET THESE EXPECTATIONS. 8. MANUFACTURER'S REQUIREMENTS. THE G.C. SHALL INSTALL ALL MATERIALS, EQUIPMENT, AND FIXTURES IN CONFORMANCE WITH THE REQUIREMENTS OF THE MANUFACTURER. 9. BRACING AND SHORING. DESIGN AND INSTALLATION OF ALL TEMPORARY BRACING AND SHORING IS THE SOLE RESPONSIBILITY OF THE G.C.

March 23, 2026 Packet Pg. 186
JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

VIOTTI ARCHITECTS
This drawing, as an instrument of service is and shall
remain the property of the Architect and shall
not be reproduced, published or used in any way
without the permission of the Architect. Drawings are originals only if stamp and signature are red.

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING 12

10.1.25 REVISION 4 10.28.25

ISSUED FOR
CONSTRUCTION 5 11.11.25

ISSUED FOR
CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED

BMPBEST MANAGEMENT PRACTICES

9.j
March 23, 2026 Packet Pg. 187
JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING 12

10.1.25 REVISION 4 10.28.25

ISSUED FOR
CONSTRUCTION 5 11.11.25

ISSUED FOR
CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED

1. ALL DIMENSIONS SHOWN ON DRAWING ARE TO FACE OF FINISH UNLESS NOTED OTHERWISE.

THE ARCHITECT SHALL BE NOTIFIED OF ANY DISCREPANCIES.

2. DO NOT SCALE DRAWING! WRITTEN DIMENSIONS GOVERN PARTITION LOCATIONS. ALL DOOR

AND WINDOW LOCATIONS SHALL BE SHOWN AS ON PLANS IN CASE OF CONFLICT, NOTIFY ARCHITECT. PARTITIONS SHOWN ON CONSTRUCTION PLAN SUPERSEDE OTHER PLANS.

3. ALL DIMENSIONS MARKED CLEAR OR HOLD SHALL BE MAINTAINED AND SHALL ALLOW FOR THICKNESS OF ALL FINISHES INCLUDING CARPET (AND PAD). CERAMIC TILE, VCT, GWB, ETC.

4. ALIGN MEANS TO ACCURATELY LOCATE FINISHED FACES IN SAME PLANE.

5. UNDERCUT ALL DOORS TO CLEAR TOP FINISH FLOOR ON THE DOOR THRESHOLD BY 1/4" UNLESS NOTED OTHERWISE.

6. ALL MTL. STUDS 3 5/8" THK. & LARGER TO BE MIN. 25 GA. (U.N.O.), ALL MTL STUDS SMALLER THAN 3 5/8" THK. TO BE MIN. 20 GA. (U.N.O.).

7. ALL G.W.B. TO BE 5/8" THICK UNLESS NOTED OTHERWISE.

8. ALL STUDS AND FURRING CHANNELS SHALL BE 16" O.C. MAX.

9. VERIFY ALL CONDITIONS & DIMENSIONS IN FIELD PRIOR TO COMMENCING CONSTRUCTION AND NOTIFY THE ARCHITECT IMMEDIATELY IF THERE ARE ANY DISCREPANCIES.

10. ALL GYPSUM BOARD PARTITIONS SHALL BE ERECTED AS SHOWN ON THE PLANS, DETAILS OR AS CALLED FOR ON THE SPECIFICATIONS (NOTES). ALL GYPSUM BOARD PARTITION JOINTS SHALL BE LOCATED SO THAT THE PANEL EDGES FALL ON THE ALTERNATE STUDS. ALL JOINTS SHALL BE TAPED, SPACKLED AND FINISHED SMOOTH TO RECEIVE FINISH WALL TREATMENT.

11. ALL LAYERS OF GYPSUM BOARD IN MULTILAYERED APPLICATIONS SHALL BE APPLIED WITH SCREWS.

12. THE GENERAL CONTRACTOR SHALL PROVIDE METAL CORNER BEADS AT ALL FINISHED

EXTERIOR CORNERS OF DRYWALL AND BLOCK PARTITIONS, INCLUDING DRYWALL SOFFIT BREAKS, WALL CAPS. TRIMMED OPENINGS, ETC.

13. THE GENERAL CONTRACTOR SHALL PROVIDE SUFFICIENT FRAMING AROUND ALL THE WALL

OPENINGS FOR DUCT WORK RETURN AIR OPENINGS AND GRILLE OPENINGS ABOVE AND BELOW HUNG CEILINGS. THESE ARE TO BE COORDINATED WITH HVAC DRAWINGS AND MECHANICAL CONTRACTORS SHOP DRAWINGS. ALL OPENINGS SHALL BE PROPERLY SEALED FOR SOUNDPROOFING AND VIBRATION. ALL DOORS IN DRYWALL AND MASONRY PARTITIONS SHALL BE SET 6" FROM THE OUTSIDE EDGE OF THE DOOR BUCK TO THE IMMEDIATE ADJACENT WALL, UNLESS NOTED OTHERWISE.

14. ALL PARTITIONS SHALL BE ANCHORED FIRMLY, AS PER MANUFACTURER'S SPECIFICATIONS AND/OR THE BUILDING CODE REQUIREMENTS.

15. REFER TO CONSTRUCTION PLAN FOR PROJECT SPECIFIC CONSTRUCTION NOTES.

16. CONTRACTOR SHALL VERIFY, AND BE RESPONSIBLE FOR ALL WORK AND MATERIALS.

INCLUDING THOSE FURNISHED BY SUBCONTRACTORS.

17. SHOULD CONFLICTS OCCUR BETWEEN THE DRAWINGS AND SPECIFICATIONS, THE DRAWINGS SHALL GOVERN IN MATTERS OF DIMENSION OR QUANTITY; SPECIFICATIONS SHALL GOVERN IN MATTERS OF MATERIALS, FINISHES, & QUALITY.

18. THE ARCHITECT SHALL HAVE LIMITED OBSERVATION OF THE CONSTRUCTION OF THIS PROJECT. THE CONTRACTOR IS RESPONSIBLE FOR THE QUALITY CONTROL, AND CONSTRUCTION STANDARDS FOR THIS PROJECT.

19. CONTRACTOR TO THOROUGHLY REVIEW DRAWINGS & ALERT ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.

20. ALL WORK SHALL CONFORM TO THE LATEST ADOPTED EDITIONS OF ALL APPLICABLE BUILDING CODES AS WELL AS ALL OTHER LOCAL GOVERNING CODES AND ORDINANCES. SUCH CODES & ORDINANCES SHALL TAKE PRECEDENCE OVER DRAWINGS AND SPECIFICATIONS. REPORT DISCREPANCIES TO THE ARCHITECT IMMEDIATELY.

21. THE CONTRACTOR SHALL REPORT TO THE ARCHITECT ANY ERRORS, INCONSISTENCIES, OR OMISSIONS HE MAY DISCOVER. THE CONTRACTOR IS RESPONSIBLE FOR CORRECTING ANY

ERROR AFTER THE START OF CONSTRUCTION WHICH HAS NOT BEEN BROUGHT TO THE ATTENTION OF THE OWNER. THE MEANS OF CORRECTING ANY ERROR SHALL FIRST BE APPROVED BY THE OWNER.

22. THE GENERAL BUILDING PERMITS SHALL BE PAID FOR BY THE OWNER. ALL OTHER PERMITS SHALL BE SECURED AND PAID FOR BY THE SUBCONTRACTOR DIRECTLY RESPONSIBLE.

23. ALL REQUIRED CITY AND/OR COUNTY LICENSES SHALL BE ACQUIRED AND PAID FOR BY THE INDIVIDUAL TRADES.

24. ALL CONTRACTORS SHALL HAVE VALID CERTIFICATES OF WORKMAN'S COMPENSATION ON FILE WITH THE APPROPRIATE AGENCIES.

25. IT SHALL BE THE RESPONSIBILITY OF THE CONTRACTOR TO LOCATE ALL EXISTING UTILITIES, WHETHER SHOWN HEREIN OR NOT, AND TO PROTECT THEM FROM DAMAGE. THE

CONTRACTOR SHALL BEAR ALL EXPENSE FOR THE REPAIR OR REPLACEMENT OF UTILITIES

AND/OR OTHER PROPERTY DAMAGED BY OPERATIONS IN CONJUNCTION WITH THE EXECUTION OF THE WORK.

26. THE CONTRACTOR SHALL BE RESPONSIBLE FOR THE COMPLETE SECURITY OF THE SITE WHILE JOB IS IN PROGRESS AND UNTIL JOB IS COMPLETE.

27. CONTRACTOR SHALL MAINTAIN THE SITE IN A CLEAR AND ORDERLY MANNER. ALL DEBRIS

SHALL BE REMOVED FROM PREMISES, AND ALL AREAS SHALL BE LEFT IN A BROOM-CLEAN CONDITION AT ALL TIMES.

28. CONTRACTOR SHALL PROVIDE ALL REQUIRED PROTECTION. INCLUDING, BUT NOT LIMITED TO,

SHORING, BRACING, AND ALL SUPPORTS NECESSARY TO MAINTAIN OVERALL STRUCTURAL INTEGRITY OF THE BUILDING.

29. NO STRUCTURAL MEMBERS SHALL BE CUT TO ACCEPT PIPES, VENTS, DUCTS, ETC., EXCEPT AS DETAILED OR SPECIFIED HEREIN.

30. GYPSUM WALLBOARD AND SUSPENDED CEILING SYSTEMS SHALL CONFORM TO ALL LOCAL GOVERNING BUILDING CODES AND ORDINANCES.

31. THE GENERAL CONTRACTOR SHALL BE RESPONSIBLE FOR, AND SHALL REPLACE OR REMEDY

ANY FAULTY, IMPROPER OR INFERIOR MATERIALS OR WORKMANSHIP AND/OR ANY DAMAGE WHICH SHALL APPEAR WITHIN ONE (1) YEAR AFTER THE COMPLETION AND ACCEPTANCE OF THE WORK UNDER THIS CONTRACT.

32. IN ADDITION TO EQUIPMENT WARRANTIES, FURNISH OWNER A WRITTEN GUARANTEE AGAINST LATENT AND PATENT DEFECTS IN MATERIALS AND WORKMANSHIP FOR ONE YEAR.

GUARANTEE SHALL INCLUDE REPAIR, DAMAGE TO, OR REPLACEMENT OF, ANY PART OF EQUIPMENT PROVIDED.

33. GYPSUM WALLBOARD AND SUSPENDED CEILING SYSTEMS SHALL CONFORM TO ALL LOCAL GOVERNING BUILDING CODES AND ORDINANCES.

34. ALL PAINT COLOR AND/OR MATERIAL TRANSITIONS ARE TO OCCUR AT INSIDE CORNERS (U.N.O.).

35. CONTRACTOR SHALL ASSIST OWNER IN OBTAINING "CERTIFICATE OF OCCUPANCY" OR "OCCUPANCY PERMIT" AS NECESSARY.

36. VERIFY FIRE EXTINGUISHER REQUIREMENTS AND LOCATIONS WITH FIRE MARSHAL.

37. THE GENERAL CONTRACTOR SHALL INSTALL ALL MATERIALS AND PRODUCTS IN STRICT ACCORDANCE WITH MANUFACTURER'S RECOMMENDATIONS AND APPLICABLE ICBO REPORTS.

38. CITY BUSINESS LICENSES SHALL BE REQUIRED FOR ALL CONTRACTORS AND SUBCONTRACTORS PROVIDING WORK ON THE BUILDING OR SITE.

39. PRESSURIZED PIPING IS PROHIBITED UNDER SLAB FLOORS

40. IN THE EVENT CERTAIN FEATURES OF THE CONSTRUCTION ARE NOT FULLY SHOWN ON THE

DRAWINGS OR CALLED FOR IN THE NOTES OR SPECIFICATIONS, THEN THEIR CONSTRUCTION

SHALL BE OF THE SAME CHARACTER AS FOR SIMILAR CONDITIONS THAT ARE SHOWN OR CALLED FOR IN THE CONSTRUCTION DOCUMENTS.

41. NEITHER THE ARCHITECT, NOR THE ENGINEERS, NOR THE OWNER SHALL BE RESPONSIBLE FOR: CONSTRUCTION MEANS, METHODS, TECHNIQUES, SEQUENCES OR PROCEDURES OF THE CONTRACTOR; SAFETY PRECAUTIONS AND PROGRAMS OF THE CONTRACTOR; THE ACTS OR OMISSIONS OF THE CONTRACTOR; OR THE FAILURE OF THE CONTRACTOR TO CARRY OUT THE WORK IN ACCORDANCE WITH THE CONSTRUCTION DOCUMENTS.

42. THE MECH. & PLUMBING DESIGN INDICATED ON THE ARCHITECTURAL DRAWINGS ARE FOR GRAPHIC PURPOSES ONLY. THE FIRE MECH & PLUMBING PORTION OF THE PROJECT IS TO BE CONSIDERED DESIGN BUILD ONLY IF MECHANICAL & PLUMBING DRAWINGS ARE NOT INCLUDED.

THE CONTRACTOR IS TO PROVIDE ALL REQUIRED DESIGN DRAWINGS, CALCULATIONS, AND

ANY ADDITIONAL INFORMATION DEEMED NECESSARY BY THE CITY, AND PAY ALL FEES REQUIRED TO ACQUIRE ALL PLAN CHECKS AND PERMITS.

43. THESE PLANS ARE FOR GENERAL CONSTRUCTION PURPOSES ONLY. THEY ARE NOT EXHAUSTIVELY DETAILED OR FULLY SPECIFIED. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO SELECT, VERIFY, RESOLVE, AND INSTALL ALL MATERIALS AND EQUIPMENT.

44. THE CEILING PLAN LAYOUT HAS PRIORITY OVER THE NON-VISIBLE LAYOUT. ADJUST THE LAYOUT ABOVE THE CEILING AS REQUIRED. CONTRACTOR TO NOTIFY ARCHITECT OF ANY

CONFLICTS

45. ALL CEILING HEIGHTS ARE MEASURED FROM TOP OF FINISH FLOOR TO THE UNDERSIDE OF FINISH CEILING. ANY DEVIATION FROM HEIGHTS SHOWN MUST BE APPROVED BY ARCHITECT.

SEE ARCHITECTURAL REFLECTED CEILING PLAN FOR CEILING HEIGHTS.

46. ALL LIGHT SWITCHES, UNLESS NOTED OR SHOWN OTHERWISE SHALL BE LOCATED 4'-0" A.F.F.

TO TOP OF DEVICE BOX & SHALL BE LOCATED 6" FROM LATCH SIDE OF DOOR OR DOOR FRAME.

47. ALL THERMOSTATS SHALL BE MAX. 4'-0" A.F.F. TO ANY USER-OPERABLE PORTION OF DEVICE.

WHEN THERMOSTATS AND LIGHT SWITCHES OCCUR TOGETHER INSTALL BOTH ALIGNED HORIZONTALLY WITH PRIORITY FOR SWITCH LOCATION.

48. REFER TO ARCHITECTURAL & MECHANICAL REFLECTED CEILING & LIGHTING PLANS AND ELEVATIONS FOR LIGHT FIXTURE LOCATIONS. LIGHTING FIXTURE SCHEDULE, MOUNTING HEIGHTS AND ADDITIONAL INFORMATION. ALL FIXTURE QUANTITIES ARE TO BE VERIFIED BY THE CONTRACTOR.

49. THE GENERAL CONTRACTOR SHALL PROVIDE AND INSTALL ALL WALL AND CEILING ACCESS

PANELS TO ALL AIR CONDITIONING, PLUMBING AND ELECTRICAL CONTROLS REQUIRING ACCESS. WHEN ACCESS PANELS ARE REQUIRED, THE FOLLOWING SPECIFICATIONS SHOULD BE USED:

NYSTROM ACCESS DOORS AND HATCHES OR APPROVED EQUAL
NON-RATED: RW OR RP SERIES
RATED: IW OR IP SERIES
* (CONTRACTOR TO SUBMIT ALL ACCESS PANEL CUT SHEETS TO ARCHITECT FOR APPROVAL

PRIOR TO ORDERING AND INSTALLATION)

50. THE ELECTRICAL CONTRACTORS SHALL SUBMIT CUTS OF ALL LIGHTING FIXTURES AND NOTIFY ARCHITECT OF ANY FORESEEABLE LEAD TIME PROBLEMS.

51. THE ELECTRICAL CONTRACTOR SHALL COORDINATE ANY ELECTRICAL OR LIGHTING INSTALLATION INTO CABINET WORK WITH CABINET CONTRACTOR.

52. GENERAL CONTRACTOR IS REQUIRED TO SUBMIT A COORDINATED SET OF SHOP DRAWINGS OF

THE HVAC DUCTWORK, PIPING AND EXISTING CONDITIONS SHOWING THE WORK OF ALL

CEILING / WALL TRADES TO ENSURE THERE ARE NO CONFLICTS WITH OTHER ARCHITECTURAL AND MECHANICAL ELEMENTS.

53. THE GENERAL AND ELECTRICAL CONTRACTORS SHALL CHECK ALL CEILING HEIGHTS AND

CEILING PLENUM CONDITIONS FOR CLEARANCE OF DUCTWORK, LIGHTING AND OTHER CEILING OBSTRUCTIONS TO ASSURE THE FINISHED CEILING HEIGHT, AS SHOWN ON TPDE DRAWINGS.

ANY DISCREPANCIES WILL BE BROUGHT TO TPDE'S ATTENTION IMMEDIATELY. ALL RECESSED FIXTURES SHALL BE SET FLUSH INTO AC. TILE CEILINGS.

54. PRIOR TO CLOSING UP ANY CEILINGS, ALL PLENUM SYSTEMS (HVAC, PLUMBING AND ELECTRIC)

SHALL BE VERIFIED AND INSPECTED, AND WHERE REQUIRED, TESTED BY CONTRACTORS, ENGINEERS AND BY THE AUTHORITIES HAVING FUNCTION. FURTHER, FIREPROOFING WILL BE

REVIEWED TO ENSURE THAT THE REQUIRED FIRE RATING HAS BEEN MAINTAINED AND HAS BEEN REINSTALLED ON ANY EXPOSED STRUCTURAL ELEMENTS.

55. ACT TILE TO BE INSTALLED AS PER MANUF'S SPECIFICATIONS AND IN ACCORDANCE WITH APPLICABLE CODES. ALL JOINTS IN ACOUSTIC TILE FIELD SHALL BE SQUARE, LEVEL AND PERFECTLY ALIGNED WITH EACH OTHER AND WITH THE RECESSED LIGHT FIXTURES. THE FINAL CEILING INSTALLATION SHOULD BE FREE OF ALL VISUAL DEFECTS.

56. GENERAL CONTRACTOR SHALL PROVIDE A FULL TILE AND CUT SOME TO AVOID "SLIVER" PIECES AND INSTALL SAME IN EACH AREA WHERE AN ACOUSTIC CEILING LINEUP END IS 3" OR LESS FROM A PARTITION.

57. 5THE GENERAL CONTRACTOR SHALL PROVIDE CUT OUTS AND OTHER SPECIAL PROVISIONS IN

ACOUSTICAL WORK AS REQUIRED FOR LIGHTING FIXTURES, REGISTERS, DIFFUSERS AND OTHER INSERTED ITEMS.

58. THE GENERAL CONTRACTOR SHALL PROVIDE THE NECESSARY FRAMING OR BRIDGING FOR ALL LIGHT FIXTURES, STRIPLINE DIFFUSERS, RETURNS, ETC. AS REQUIRED CUTOUTS.

59. FASCIAS OR ANY BREAK IN THE CEILING HEIGHTS CREATED BY THE INSTALLATION AND/OR

ALTERATION OF HEATING, VENTILATION, A/C OR MECHANICAL DUCTS, PIPING OR OTHER

EQUIPMENT SHALL BE FORMED OF GYPSUM WALLBOARD ON FURRING CHANNELS, UNLESS NOTED OTHERWISE.

60. REFER TO ELECTRICAL POWER AND SIGNAL PLANS FOR CIRCUIT & AMPERAGE INFORMATION

AND REQUIREMENTS, AND FOR ADDITIONAL ELECTRICAL INFORMATION AND SWITCHING DIAGRAMS ON SHELL DRAWINGS.

61. ALL ELECTRICAL OUTLETS, TELEPHONE RECEPTACLES AND LIGHT FIXTURES SHALL BE LOCATED AS DIMENSIONED ON THE ARCHITECTURAL DRAWINGS.

62. CONTRACTORS TO REPLACE ALL EXISTING OUTLETS / RECEPT. / SWITCHES / ETC. THAT ARE TO REMAIN WITH DEVICES TO MATCH NEW SPECIFIED TYPE, COLOR AND MANUFACTURER.

63. REFER TO ELECTRICAL POWER AND SIGNAL PLANS FOR CIRCUIT & AMPERAGE INFORMATION

AND REQUIREMENTS, AND FOR ADDITIONAL ELECTRICAL INFORMATION AND SWITCHING DIAGRAMS.

64. ALL ELECTRICAL OUTLETS, TELEPHONE RECEPTACLES AND LIGHT FIXTURES SHALL BE LOCATED AS SHOWN ON THE ARCHITECTURAL DRAWINGS.

65. ALL ELECTRICAL WORK SHALL BE COORDINATED WITH ALL CONDITIONING WORK, CABINET WORK, PARTITION WORK, ETC., WHERE REQUIRED.

66. THE ELECTRICAL CONTRACTOR SHALL MAKE FINAL CONNECTIONS AS REQUIRED FOR COPIERS AND KITCHEN UNITS, SPECIAL A/C UNITS AND/OR ALL OTHER ELECTRICAL DEVICES.

67. THE WORK SHALL BE INSTALLED IN STRICT ACCORDANCE WITH THE REQUIREMENTS OF THE

NATIONAL BOARD OF FIRE UNDERWRITERS, PUBLIC UTILITIES COMPANY, TELEPHONE COMPANY AND ALL OTHER AUTHORITIES HAVING JURISDICTION.

68. THE ELECTRICAL DESIGN INDICATED ON THE ARCHITECTURAL DRAWINGS ARE FOR GRAPHIC PURPOSES ONLY. THE ELECTRICAL PORTION OF THE PROJECT IS TO BE CONSIDERED DESIGN BUILD. THE CONTRACTOR IS TO PROVIDE ALL REQUIRED DESIGN DRAWINGS, CALCULATIONS,

AND ANY ADDITIONAL INFORMATION DEEMED NECESSARY BY THE CITY, AND PAY ALL FEES REQUIRED TO ACQUIRE ALL PLAN CHECKS AND PERMITS.

69. STORAGE, DISPENSING, AND USE OF ANY FLAMMABLE AND COMBUSTIBLE LIQUIDS, FLAMMABLE

AND COMPRESSED GASES, AND OTHER HAZARDOUS MATERIALS, SHALL COMPLY WITH WITH ALL APPLICABLE FIRE CODE REGULATIONS.

70. THE CONTRACTOR SHALL SUBMIT TO THE ARCH. COMPLETE FIRE SPRINKLER SYSTEM DRWG'S

WITH APPROVALS BY ALL AGENCIES HAVING JURISDICTION INDICATED ON ALL SETS PRIOR TO INSTALLATION.

71. CONTACT FIRE DISTRICT FOR REQUIRED INSPECTIONS AND FINAL INSPECTION OF THE BUILDING PRIOR TO OCCUPANCY.

72. THE FIRE SPRINKLER DESIGN INDICATED ON THE ARCHITECTURAL DRAWINGS ARE FOR GRAPHIC PURPOSES ONLY. THE FIRE SPRINKLER PORTION OF THE PROJECT IS TO BE CONSIDERED DESIGN BUILD. THE CONTRACTOR IS TO PROVIDE ALL REQUIRED DESIGN

DRAWINGS, CALCULATIONS, AND ANY ADDITIONAL INFORMATION DEEMED NECESSARY BY THE CITY, AND PAY ALL FEES REQUIRED TO ACQUIRE ALL PLAN CHECKS AND PERMITS.

73. ALL EXITS MUST BE OPENABLE FROM THE INSIDE WITHOUT A KEY OR SPECIAL KNOWLEDGE OR EFFORT DURING BUSINESS HOURS PER CBC 1010.2.

74. KNOX BOX TO BE PROVIDED AND LOCATED ADJACENT TO FRONT ENTRANCE. CONTACT FIRE DEPARTMENT TO ORDER. ALL EXISTING KEYS/LOCKS TO BE REPLACED. ALL NEW KEYS TO CONFORM TO KNOX SYSTEM.

75. ALL STORAGE AND SHELVING ARE TO BE SUBMITTED UNDER A SEPARATE BUILDING PERMIT.

ARCHITECT/OWNER/CONTRACTOR AGREEMENT

1. CONTRACTOR IS RESPONSIBLE FOR THOROUGH REVIEW OF THESE DOCUMENTS INCLUDING ALL PLANS, NOTES, DETAILS AND ELEVATIONS PRIOR TO THE COMMENCEMENT OF ANY WORK.

2. THE CONTRACTOR IS ALSO RESPONSIBLE FOR THOROUGH REVIEW OF COMPLIANCE WITH THE SOILS INVESTIGATION REPORT, THE STRUCTURAL CALCULATIONS REPORT, TITLE-24 ENERGY REPORT, AND ANY OTHER CONSULTANT REPORTS LISTED. ALL REPORTS AND RECOMMENDATIONS ARE TO BE CONSIDERED PART OF THESE CONSTRUCTION DOCUMENTS.

3. THE CONTRACTOR SHALL NOTIFY THE ARCHITECT IMMEDIATELY OF ANY DISCREPANCIES OR CONFLICTS IN THESE DRAWINGS.

4. THE CONTRACTOR SHALL GIVE THE ARCHITECT ADEQUATE NOTICE (MIN. 48 HOURS) FOR ANY NECESSARY SITE VISITS OR DRAWING REVISIONS.

5. SHOULD THE CONTRACTOR OR OWNER DISAGREE WITH ANY OF THE REQUIREMENTS OF THIS

SET HE/SHE SHALL NOTIFY THE ARCHITECT IN WRITING PRIOR TO SIGNING OF THE CONTRACT

FOR CONSTRUCTION AND THE ARCHITECT SHALL BE CONTRACTED TO PROVIDE ADDITIONAL OR ALTERNATIVE INFORMATION NEEDED OR REQUESTED.

6. CONTRACTOR IS RESPONSIBLE FOR FULL TIME ADEQUATE SUPERVISION OF ALL SUBTRADES.

CONTRACTOR MUST DESIGNATE A CONTACT PERSON FOR ALL INFORMATION RELATED TO JOB SITE INFORMATION.

7. CONTRACTOR IS RESPONSIBLE FOR KEEPING A JOB SITE FAX NUMBER AND TELEPHONE.

8. BY USING THESE DOCUMENTS FOR THE CONSTRUCTION, THE CONTRACTOR AND OWNER WARRANT THAT THEY HAVE READ, DO UNDERSTAND, AND AGREE TO THESE CONDITIONS.

PRIORITY OF DOCUMENTS:

1. PRIORITY OF DOCUMENTS:

A. SIGNED CHANGE ORDERS AND ADDENDUMS
B. CONTRACTS PREVAIL OVER WRITTEN SPECIFICATIONS, INCLUDING STANDARDS, PRODUCT

INSTALLATION & USE GUIDES, CODES, AND REGULATIONS, WHICH PREVAIL OVER DRAWN PLANS.

2. WHEN A CONFLICT OR MULTIPLE REQUIREMENTS OCCUR, THE MOST RESTRICTIVE INTERPRETATION CONSIDERING ALL REQUIREMENTS SHALL PREVAIL.

3. ARCHITECT OF RECORD SHALL BE THE FINAL ARBITEUR IN THE INTERPRETATION OF CONTRACT AND CONSTRUCTION DOCUMENTS.

GENERAL NOTES
CONSTRUCTION STAGING NOTES:

1. OPERATIONS PLAN. THE G.C. SHALL PROVIDE A COORDINATED PLAN FOR PARKING, DELIVERIES, MAJOR HAULING EFFORTS, ETC. THAT MINIMIZES IMPACTS ON THE

ADJACENT DEVELOPED PARCELS AND ENSURE THAT THE EMERGENCY ACCESS IS PRESERVED. THIS PLAN SHALL BE REVIEWED AND PROVISIONS SET AT THE PRE-CONSTRUCTION MEETING.

2. CONTAINMENT. THE G.C. SHALL CONFINE CONSTRUCTION OPERATIONS TO THE SITE

AREAS PERMITTED BY LOCAL ORDINANCES, PERMITS, AND CONTRACT DOCUMENTS

AND SHALL NOT UNREASONABLY ENCUMBER THE SITE WITH ANY MATERIALS OR EQUIPMENT. ALL MATERIALS SHALL BE STORED ON SITE AND SHALL BE PROPERTY STACKED AND PROTECTED TO PREVENT DAMAGE AND DETERIORATION UNTIL USE.

NO CONSTRUCTION MATERIALS SHALL BE STORED WITHIN THE PUBLIC RIGHT-OF-WAY.

3. ENCROACHMENT. AT NO TIME SHALL THE STREET BE CLOSED OR BLOCKED. FLAG

MEN SHALL BE USED AT ALL TIMES WHEN DELIVERIES OR CONSTRUCTION RESTRICT ANY PORTION OF THE RIGHT-OF-WAY.

4. VISIBILITY. THE G.C. SHALL MAKE A REASONABLE EFFORT TO KEEP CONSTRUCTION

DEBRIS, MATERIAL STORAGE, SANITARY FACILITIES AND CONSTRUCTION TRAILER AWAY FROM THE VISIBILITY OF THE STREET AND IMMEDIATE NEIGHBORHOOD.

LOCATIONS ON THIS PLAN ARE APPROXIMATE AND SHOULD BE FIELD VERIFIED BY THE G.C. PRIOR TO COMMENCEMENT OF WORK.

5. DUST CONTROL. WATER SHALL BE PROVIDED ON SITE FOR DUST CONTROL DURING ALL GRADING OPERATIONS, AND TO MAINTAIN EXISTING VEGETATION.

6. CLEANLINESS. THE G.C. SHALL MAINTAIN THE JOB SITE IN A CLEAN, ORDERLY CONDITION, FREE OF DEBRIS AND LITTER.

7. SECURITY. THE G.C. SHALL KEEP THE JOB SITE SECURE AFTER HOURS OF CONSTRUCTION AS REQUIRED.

1. COMPLY WITH ALL CODES INCLUDING 2025 CALIFORNIA STATE BUILDING CODE, 2025

CALIFORNIA STATE PLUMBING CODE, CALIFORNIA STATE MECHANICAL CODE, SAN MATEO HOUSING CODE, CURRENT CITY CODES, TITLE 24, UMC, NEC, UPC, CAL OSHA AND PG & E REQUIREMENTS.

2. DO NOT SCALE DRAWINGS.

3. PROTECT ADJACENT PROPERTY AND IMPROVEMENTS. REPLACE DAMAGED ADJACENT PROPERTIES/IMPROVEMENTS AS REQUIRED.

4. PROVIDE ALLOWANCES FOR INSTALLATION, PER OWNER'S SPECIFICATIONS AND APPROVAL (AS REQ'D): TILE AND GROUT, PLUMBING FIXTURES

5. MAINTAIN AND SUBMIT RECORD DRAWINGS AND SPECIFICATIONS OF CONCEALED WORK.

6. CONTRACTOR SHALL COMPLY WITH ALL APPLICABLE OSHA, CAL-OSHA, AND LOCAL SAFETY REGULATIONS. ALL MATERIALS TO COMPLY WITH THE APPLICABLE ICBO/2025 CBC STANDARDS.

7. ALL EXTERIOR FASTENERS SHALL BE HOT DIPPED GALVANIZED IN ACCORDANCE WITH 2025 CSBC STANDARD 25-17.

8. WORKERS INVOLVED WITH THE ABATEMENT OF MOLD, LEAD, & ASBESTOS CONTAINING

MATERIALS SHALL BE APPROPRIATELY TRAINED IN COMPLIANCE WITH LOCAL, STATE, & FEDERAL LAW AS WELL AS APPLICABLE INDUSTRY STANDARDS. CONTRACTOR TO COORDINATE RGA TO VERIFY CONTENT AND PROCEDURES.

9. CONTRACTOR TO SUBMIT SCHEDULE OF VALUES, CPM DIAGRAM, TESTING REPORTS,

TAIL GATE MEETING NOTES, AND NOTES FROM WEEKLY SAFTY & SUBCONTRACTOR MEETINGS.

10. CONTRACTOR TO PROVIDE TO OWNER OR THEIR AGENT A CONSTRUCTION PLAN

SHOWING TRAILOR, DEBRIS BOX, TOILETS, PARKING, AND MATERIAL STORAGE LOCATIONS ON SITE, FOR APPROVAL PRIOR TO START OF CONSTRUCTION.

11. CONTRACTOR SHALL CONFORM TO THE CITY OF SAN CARLOS'S GUIDELINES FOR HOURS OF CONSTRUCTION.

12. CONTRACTOR TO PRESENT ALL WARRANTIES TO OWNER AT END OF PROJECT.

TRIM

1. ALL NEW TRIM TO BE HOLLOW METAL FRAMES.

2. ALL NEW TRIM TO BE PREPRIMED ALL SIDES PRIOR TO BEING INSTALLED

FINISHES AND OUTFITTING

1. INTERIOR WALL SURFACES SHALL BE REMEDIATED FOR MOLD IN ACCORDANCE WITH "HAZARDOUS MATERIAL REMOVAL PROTOCOL" PREPARED BY OWNERS EXPERT'S INSTRUCTIONS.

2. INTERIOR WALL SURFACES SHALL BE ABATED FOR ASBESTOS IN ACCORDANCE WITH "HAZARDOUS MATERIAL REMOVAL PROTOCOL"

3. CONTRACTOR TO PROTECT FLOOR FINISHES, IF REMOVED DURING CONSTRUCTION CONTRACTOR TO REINSTALL.

4. ALL NEW INTERIOR MOLDINGS SHALL MATCH EXISTING.

5. CONTRACTOR TO MATCH (E) DRYWALL TEXTURE, & FILL ANY NAIL HOLES CREATED DURING CONSTRUCTION. USE 1 1/2" TYPE G BUGLEHEAD DRYWALL SCREWS TO

INSTALL (N) GYPSUM WALLBOARD
GENERAL NOTES AND REQUIREMENTS:

PAINTING:

2. SEAL ALL GAPS AT DOORS, WINDOW, & PENETRATIONS WITH ACRYLIC SEALANT.

5. FILL ALL GAPS, CRACKS, VOIDS, & UNEVEN SURFACES WITH ACRYLIC PUTTY/CAULKING.

4. 3.

CONTRACTOR TO HAVE CONTINGENCY PLAN & SCHEDULE OF ACTION FOR:

CONTINGENCY:

1. A. DECAY AND WATER DAMAGE.

B. OWNER FINISHES.

C. MOLD.

PAINT CONTAINING LEAD IN EXCESS OF ALLOWABLE LIMITS SHALL BE ABATED IN ACCORDANCE WITH "HAZARDOUS MATERIAL REMOVAL PROTOCOL" BY RGA ENVIRONMENTAL, INC. OR OWNERS DESIGNATED EXPERT'S DIRECTIONS. ABATEMENT SHALL CONSIDER LEAD PPM.

PAINT PER PAINTING AND DECORATION CONTRACTORS OF AMERICA HANDBOOK, AND PAINT MFG'S SPECIFICATIONS. SEMI-GLOSS ENAMEL AT KITCHEN AND BATH, LATEX ELSEWHERE. GARAGE AND UTILITY SPACES ARE NOT PAINTED. PAINT ALL FLASHING, GUTTERS, AND LEADERS. PAINT SHALL BE PRIMER & 2 TOP COAT UNLESS OTHERWISE SPECIFIED BY PAINT MANUFACTURER. INTERIOR WOODWORK, TRIM DOORS AND WINDOWS SHALL BE PAINTED WITH SEMI-GLOSS ENAMEL. PAINT GRADE AND COLOR PER OWNER'S SPECIFICATIONS AND APPROVAL. PAINT BRAND, TYPE, COLOR, & FINISH AS SHOWN ON THESE PLANS & SPECIFICATIONS.

2. CONTRACTOR TO PROVIDE AN ALLOWANCE & PER UNIT COST OF WATER DAMAGED GYPSUM, WOOD. AND INSULATION REMOVAL & REPLACEMENT.

PAINT AREAS SPECIFIED ON PLANS AND ADD ELEVATIONS. PAINT BUILDING INCLUDING TRIM,

HANDRAILS, SHINGLES, LATTICES,FLASHING, CONDUIT, & DOORS SHALL BE PAINTED OR STAINED AS SPECIFIED IN PROJECT MANUAL.

1. USE BENJAMIN MOORE SCUFF-X OR APPROVED SIMILAR.

PROVIDE SUBMITTAL FOR ALL PAINT COLORS INCLUDING SPECIFIED FINISH (SEMI-GLOSS, EGGSHELL, ETC.)
G1GENERAL NOTES

9.j
March 23, 2026 Packet Pg. 188
(E) SKYLIGHT
@ ROTUNDA

LINE OF (E)

EXT'R WALL
@ SECOND
FLR

EDGE OF (E) ROOF
O/HANG, TYP.

APARTMENT BUILDING

CITY HALL

OPEN TO

GARAGE BELOW

OPEN TO

COOLING TOWER
BELOW
(E) RAMP DOWN RAMP DOWN

COVERED

PARKING
(E) RAMP DOWN

E L M S T R E E T C H E R R Y S T R E E T

C H E S T N U T S T R E E T
(E) PARKING
LOT

EDGE OF (E)

SIDEWALK

EDGE OF (E)

SIDEWALK
(E) LANDSCAPE
(E) LANDSCAPE
(E) LANDSCAPE
DN
DN
(E) ACCESSIBLE

ROUTE FROM

PARKING

PROPERTY
LINE
DN
JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING 12

10.1.25 REVISION 4 10.28.25

ISSUED FOR
CONSTRUCTION 5 11.11.25

ISSUED FOR
CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED

SITE PLAN
SCALE: 1/32"=1'-0" TRUE
NORTH
PLAN
NORTH 1
A0SITE PLAN

9.j
March 23, 2026 Packet Pg. 189
30"
STOVE
30"
REF.

MICRO.

SINK

DEMOLISH EXISTING

FINISHES, TILE &
FIXTURES; CAP ALL
SERVICES, TYP.

DEMO. EXISTING

LIGHT COVE
TYP.

EXISTING PANTRY

EXISTING
RESTROOM 1

EXISTING
RESTROOM 2
DEMO.

EXISTING
SOFFIT;

CABINETS,

COUNTERS
AND

APPLIANCES
DEMO.

EXISTING

PARTIAL
WALL;
PATCH
AND
REPAIR

ADJACENT

WALL AS

NECESSARY,
TYP.
mirror

DEMOLISH EXISTING

FINISHES, TILE &
FIXTURES; CAP ALL
SERVICES, TYP.

DEMO. EXISTING
LIGHT COVE TYP.

DEMO. EXISTING LIGHT
COVE & SOFFIT, TYP.

WOMEN RESTROOM 3

MEN RESTROOM
4 JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING
1 2

10.1.25 REVISION
4 10.28.25

ISSUED FOR

CONSTRUCTION
5 11.11.25

ISSUED FOR

CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES
6 01.08.26
REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION
7 02.20.26 REV Δ3 NOT CLOUDED
TRUE
NORTH
PLAN
NORTH

SEE ENLARGED FLOOR
PLAN ON SHEET A1.2

WALL LEGEND

INDICATES (E) WALL

INDICATES (E) WALL OR ELEMENT TO BE REMOVED
A1.0DEMOLITION PLAN- FIRST FLOOR DEMOLITION - PANTRY, RESTROOM. 1 & 2 1 SCALE: 1/4"=1'-0"

KEY PLAN
1ST FLOOR

AREA OF
WORK
DEMOLITION PLAN - RESTROOM. 3 & 4
1 SCALE: 1/4"=1'-0"

SEE ENLARGED FLOOR
PLAN ON SHEET A1.3
DEMOLITION NOTES:

1. SITE MEETING. PRIOR TO DEMOLITION, THE G.C. SHALL CONDUCT A PRE-DEMOLITION SITE

MEETING TO SCHEDULE THE WORK WITH THE OWNER, ARCHITECT, CONSULTANTS, AND SUBCONTRACTORS.

2. PROTECTION. THE G.C. SHALL VERIFY ALL EXISTING FEATURES AND FINISHES TO REMAIN PRIOR

TO DEMOLITION, AND VERIFY WITH OWNERS WHETHER REMOVED OR UNUSED PRODUCTS AND MATERIALS SHOULD BE SAVED OR DISCARDED.

3. PROTECTION. THE G.C. SHALL TAKE ALL NECESSARY MEASURES TO PREVENT DAMAGE AND

SETTLEMENT, AND PROTECT EXISTING BUILDING, APPLIANCES, AND FURNISHINGS DURING DEMOLITION. ANY DAMAGES TO THESE ITEMS SHALL BE PROMPTLY RESTORED, REPAIRED, OR REPLACED AT NO COST TO THE OWNER.

4. PROTECTION. THE G.C. SHALL PROVIDE ALL NECESSARY TEMPORARY ENCLOSURES, COVERINGS, AND GUARDS TO ADEQUATELY PROTECT PERSONS FROM POSSIBLE INJURY.

5. ENCROACHMENT. THE G.C. SHALL CONDUCT DEMOLITION OPERATIONS AND REMOVAL OF

DEBRIS TO ENSURE MINIMUM INTERFERENCE WITH STREETS, WALKS OR OTHER OCCUPIED OR USED FACILITIES. DO NOT CLOSE OR OBSTRUCT STREETS, WALKS OR OTHER OCCUPIED OR USED FACILITIES WITHOUT PERMISSION FROM AUTHORITIES HAVING JURISDICTION.

6. DISPOSAL. THE G.C. SHALL BE RESPONSIBLE FOR REMOVAL AND LEGAL DISPOSAL OF ALL

CONSTRUCTION DEBRIS AND OTHER ASSOCIATED MATERIALS FROM THE STRUCTURE AND THE SITE.

7. ELECTRICAL. ALL UNUSED AND DEMOLISHED ELECTRICAL IS TO BE REMOVED BACK TO THE NEAREST UTILIZED JUNCTION.

8. CONTAINMENT. THE G.C. SHALL PROVIDE COVERINGS AND THE LIKE FOR CONFINING DUST AND

DEBRIS TO AREAS OF THE BUILDING IN WHICH DEMOLITION AND/OR ALTERATIONS ARE BEING PERFORMED.

9. REPAIRS. ALL PATCHING, REPAIRING, AND REPLACING OF MATERIALS AND SURFACES CUT OR

DAMAGED DURING EXECUTION OF WORK SHALL BE EQUAL TO OR BETTER THAN THEIR ORIGINAL CONDITION.

10. SECURITY. THE G.C. SHALL MAINTAIN BUILDING SECURITY AT ALL TIMES.

11. APPROVAL. THESE SHEETS ARE NOT APPROVED FOR THE DEMOLITION, MODIFICATION OR INSULATION OF ANY FIRE ALARM OR FIRE SPRINKLER/SUPPRESSION COMPONENTS. IF ANY FIRE

ALARM OR FIRE SPRINKLER/SUPPRESSION WORK IS REQUIRED FOR THIS SCOPE, A SEPARATE

SUBMITTAL TO THE CITY OF SAN CARLOS FIRE DEPARTMENT FOR REVIEW AND APPROVAL IS REQUIRED BY THE INSTALLING C-10/C-16 LICENSED CONTRACTOR PRIOR TO ANY DEMOLITION, MODIFICATION OR INSTALLATION OF ANY FIRE PROTECTION COMPONENTS.

9.j
March 23, 2026 Packet Pg. 190

DEMOLISH EXISTING

FINISHES, TILE AND

FIXTURES, ALL DOORS
AND TOILET PARTITIONS;
CAP ALL SERVICES, TYP.

DEMO EXISTING LIGHT COVE
TYP.

DEMO. EXISTING LIGHT
COVE & SOFFIT, TYP.

WOMEN
RESTROOM 5
MEN
RESTROOM 6
WOMEN
210

TOILET VEST
209

JANITOR
209

ROTUNDA
202
DF DF

OPEN OFFICE
AREA
219 W REF.
5'-0"
LVT-1
JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING 12

10.1.25 REVISION 4 10.28.25

ISSUED FOR
CONSTRUCTION 5 11.11.25

ISSUED FOR
CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED

SEE ENLARGED FLOOR PLAN
ON SHEET A1.4
DEMOLITION NOTES:

1. SITE MEETING. PRIOR TO DEMOLITION, THE G.C. SHALL CONDUCT A PRE-DEMOLITION SITE

MEETING TO SCHEDULE THE WORK WITH THE OWNER, ARCHITECT, CONSULTANTS, AND SUBCONTRACTORS.

2. PROTECTION. THE G.C. SHALL VERIFY ALL EXISTING FEATURES AND FINISHES TO REMAIN

PRIOR TO DEMOLITION, AND VERIFY WITH OWNERS WHETHER REMOVED OR UNUSED PRODUCTS AND MATERIALS SHOULD BE SAVED OR DISCARDED.

3. PROTECTION. THE G.C. SHALL TAKE ALL NECESSARY MEASURES TO PREVENT DAMAGE AND

SETTLEMENT, AND PROTECT EXISTING BUILDING, APPLIANCES, AND FURNISHINGS DURING DEMOLITION. ANY DAMAGES TO THESE ITEMS SHALL BE PROMPTLY RESTORED, REPAIRED, OR REPLACED AT NO COST TO THE OWNER.

4. PROTECTION. THE G.C. SHALL PROVIDE ALL NECESSARY TEMPORARY ENCLOSURES, COVERINGS, AND GUARDS TO ADEQUATELY PROTECT PERSONS FROM POSSIBLE INJURY.

5. ENCROACHMENT. THE G.C. SHALL CONDUCT DEMOLITION OPERATIONS AND REMOVAL OF

6. DISPOSAL. THE G.C. SHALL BE RESPONSIBLE FOR REMOVAL AND LEGAL DISPOSAL OF ALL

CONSTRUCTION DEBRIS AND OTHER ASSOCIATED MATERIALS FROM THE STRUCTURE AND THE SITE.

7. ELECTRICAL. ALL UNUSED AND DEMOLISHED ELECTRICAL IS TO BE REMOVED BACK TO THE NEAREST UTILIZED JUNCTION.

8. CONTAINMENT. THE G.C. SHALL PROVIDE COVERINGS AND THE LIKE FOR CONFINING DUST

AND DEBRIS TO AREAS OF THE BUILDING IN WHICH DEMOLITION AND/OR ALTERATIONS ARE BEING PERFORMED.

9. REPAIRS. ALL PATCHING, REPAIRING, AND REPLACING OF MATERIALS AND SURFACES CUT

OR DAMAGED DURING EXECUTION OF WORK SHALL BE EQUAL TO OR BETTER THAN THEIR ORIGINAL CONDITION.

10. SECURITY. THE G.C. SHALL MAINTAIN BUILDING SECURITY AT ALL TIMES.

11. APPROVAL. THESE SHEETS ARE NOT APPROVED FOR THE DEMOLITION, MODIFICATION OR INSULATION OF ANY FIRE ALARM OR FIRE SPRINKLER/SUPPRESSION COMPONENTS. IF ANY

FIRE ALARM OR FIRE SPRINKLER/SUPPRESSION WORK IS REQUIRED FOR THIS SCOPE, A

SEPARATE SUBMITTAL TO THE CITY OF SAN CARLOS FIRE DEPARTMENT FOR REVIEW AND APPROVAL IS REQUIRED BY THE INSTALLING C-10/C-16 LICENSED CONTRACTOR PRIOR TO

ANY DEMOLITION, MODIFICATION OR INSTALLATION OF ANY FIRE PROTECTION COMPONENTS.

WALL LEGEND

INDICATES (E) WALL
A1.1 DEMOLITION SECOND FLOOR PLAN
TRUE
NORTH
PLAN
NORTH
DEMOLITION PLAN - RESTROOM. 5 & 6
SCALE: 1/4"=1'-0" 1

KEY PLAN
2ND FLOOR

AREA OF
WORK
DEMOLITION NOTES:

1. USE TEMPORARY ENCLOSURES AND OTHER SUITABLE METHODS TO LIMIT DUST AND DIRT

FROM RISING AND SCATTERING IN AIR TO LOWEST PRACTICAL LEVELS THAT COMPLY WITH GOVERNING REGULATIONS PERTAINING TO ENVIRONMENTAL PROTECTION.

2. PROTECTIVE DUST BARRIER(S) TO BE PROVIDED BY CONTRACTOR TO PROTECT NON WORKING AREAS AND OFFICE PERSONNEL FROM DUST AND DEBRIS AS NECESSARY.

3. REMOVE ALL EXISTING CONSTRUCTION AND FINISHES NECESSARY FOR THE COMPLETION

OF THE WORK AS DEPICTED ON THE DRAWINGS, INCLUDING BE NOT LIMITED TO ITEMS SHOWN ON THE PLANS WITH DASHED LINES. NECESSARY DISCONNECTS AND ALTERATIONS TO EXISTING MECHANICAL AND ELECTRICAL SYSTEMS SHALL BE INCLUDED.

4. REMOVE ONLY NON-LOAD BEARING CONSTRUCTION AND PARTITIONS. CONTRACTOR TO

VERIFY PRIOR TO REMOVAL THAT NO STRUCTURAL COMPONENTS (IE LOAD BEARING WALLS, BEAMS, HEADERS, ETC...) SUPPORTING CEILING JOISTS ARE DESIGNATED FOR REMOVAL.

5. CONTRACTOR SHALL MAINTAIN ACCESS TO ALL EXITS AND EXIT STAIRS AT ALL TIMES. FIRE ALARM AND SMOKE DETECTION SYSTEM SHALL REMAIN OPERATIONAL AT ALL TIMES.

PROTECT SMOKE DETECTORS AS REQUIRED IN CONFORMANCE WITH CODES AND LOCAL AUTHORITIES HAVING JURISDICTION.

6. ALL STRUCTURAL SYSTEMS AND RATED PROTECTIONS SHALL BE MAINTAINED AND SHALL

BE OF SUFFICIENT STRENGTH TO SUPPORT THE DESIGN LOADS AND TO RESIST DEFORMATION.

7. ALL REMOVAL WORK STALL BE PERFORMED IN A SAFE AND ACCEPTABLE MANNER TO ALL AUTHORITIES HAVING JURISDICTION AND THE OWNER. A FIRE WATCH SHALL BE PROVIDED IF ANY HAZARDOUS SITUATIONS ARE THOUGHT TO BE POSSIBLE. COMPLY WITH

GOVERNING REGULATIONS PERTAINING TO ENVIRONMENTAL PROTECTION FOR POLLUTION CONTROL. THOROUGHLY CLEAN ADJACENT AREAS OF DUST, DIRT, AND DEBRIS CAUSED BY DEMOLITION WORK.

8. HAZARDOUS MATERIAL NOTE: CONTRACTOR SHALL STOP WORK AND INFORM OWNER

IMMEDIATELY IN WRITING OF ANY HAZARDOUS MATERIAL ENCOUNTERED OR THOUGHT TO BE HAZARDOUS MATERIAL.

9. ELECTRICAL PANELS EXISTING TO REMAIN UNLESS OTHERWISE NOTED.

10. PROTECTIVE DUST BARRIER(S) TO BE PROVIDED BY CONTRACTOR TO PROTECT NON WORKING AREAS AND OFFICE PERSONNEL FROM DUST AND DEBRIS AS NECESSARY.

11. REMOVE ALL ELECTRICAL EQUIPMENT WITHIN THE SPECIFIED AREAS. ALL DEMOLITION WORK IS NOT DETAILED ON THESE DRAWINGS. THE INTENT OF THIS DRAWING IS TO RELATE

THE GENERAL EXTENT OF DEMOLITION REQUIRED AND NOT INDICATE ALL DEVICES, REMOVALS, OR ADDITIONAL WORK.

12. CONTRACTOR SHALL BE RESPONSIBLE FOR DISCONNECTING AND DISPOSING OF ALL ELECTRICAL EQUIPMENT, CONDUIT, WIRE, DEVICES, ETC. AS REQUIRED FOR A COMPLETE DEMOLITION. ALL FLUORESCENT LAMPS AND PCB BALLASTS SHALL BE DISPOSED OF IN ACCORDANCE WITH STATE AND FEDERAL REGULATIONS.

13. POWER SHALL BE DISCONNECTED IN PARTITIONS THAT ARE TO BE DEMOLISHED.

14. REMOVE ALL NON-STRUCTURAL NAILS, HOOKS, & ANCHORS THAT MAY IMPEDE THE

CONSTRUCTION OF WALLS, INTERIOR WALL LININGS, FIXTURES OR OTHER NEW

CONSTRUCTION INDICATED IN ARCHITECTURAL AND ENGINEERING DRAWINGS, WITHOUT DISRUPTING STRUCTURAL INTEGRITY OF EXIST. BUILDING.

15. THE WORK SHALL INCLUDE ALL REMOVALS NOT SPECIFICALLY INDICATED ON DRAWINGS BUT NECESSARY FOR THE COMPLETION OF WORK.

16. THE CONTRACTOR SHALL SUBMIT DEMOLITION PROCEDURES AND OPERATIONAL

SEQUENCE FOR THE APPROVAL OF THE ARCHITECT AND CITY ENGINEER PRIOR TO START OF WORK.

17. THE CONTRACTOR SHALL ADHERE TO ALL APPLICABLE CODES, LAWS, REGULATIONS, AND COMMON TRADE PRACTICE.

18. PROVIDE PROTECTIVE MEASURES AS REQUIRED TO PROVIDE

19. PROTECT FROM DAMAGE EXISTING FINISH WORK THAT IS TO REMAIN IN PLACE & BECOMES EXPOSED DURING DEMOLITION OPERATIONS.

20. THE CONTRACTOR SHALL PROVIDE AND BE RESPONSIBLE FOR ADJACENT STRUCTURES AND SPACES WITHIN THE AREA OF OPERATION UNDER THIS CONTRACT. ANY DAMAGE OR

DISTURBANCE RESULTING FROM WORK DONE UNDER THIS CONTRACT SHALL BE PROMPTLY RESTORED, REPLACED OR REPAIRED AT NO EXTRA COST TO THE OWNER.

21. THE CONTRACTOR SHALL EMPLOY MEANS AND METHODS THAT

22. MINIMIZE VIBRATIONS, NOISE, DUST, POLLUTANTS, & OTHER DISTURBANCES TO ADJACENT BUILDING OPERATIONS.

23. PERFORM SELECTIVE DEMOLITION WORK IN A SYSTEMATIC MANNER. USE SUCH METHODS

AS REQUIRED TO COMPLETE WORK AS INDICATED ON DRAWINGS IN ACCORDANCE WITH DEMOLITION SCHEDULE AND GOVERNING REGULATIONS.

24. IF UNANTICIPATED MECHANICAL, ELECTRICAL, OR STRUCTURAL ELEMENTS WHICH

CONFLICT WITH INTENDED FUNCTION OR DESIGN ARE ENCOUNTERED, INVESTIGATE AND MEASURE BOTH NATURE AND EXTENT OF CONFLICT. SUBMIT REPORT IN WRITTEN, ACCURATE DETAIL. PENDING RECEIPT OF DIRECTIVE, REARRANGE DEMOLITION SCHEDULES AS NECESSARY TO CONTINUE OVERALL JOB PROGRESS WITHOUT DELAY.

25. REPAIR DEMOLITION PERFORMED IN EXCESS OF THAT REQUIRED. RETURN STRUCTURES

AND SURFACES TO REMAIN TO CONDITION EXISTING PRIOR TO COMMENCEMENT OF SELECTIVE DEMOLITION WORK. REPAIR ADJACENT CONSTRUCTION OR SURFACES SOILED OR DAMAGED BY SELECTIVE DEMOLITION WORK, AT NO ADDITIONAL COST TO THE OWNER.

26. UPON COMPLETION OF DEMOLITION WORK, REMOVE TOOLS

27. EQUIPMENT, AND DEMOLISHED MATERIALS FROM SITE. REMOVE PROTECTIONS AS DIRECTED AND LEAVE ALL AREAS BROOM CLEAN.

INDICATES (E) WALL OR ELEMENT TO BE REMOVED

9.j
March 23, 2026 Packet Pg. 191
5 A2.0 2 14 8 A2.1 6 57 4 A2.1 2 13

EXISTING PANTRY

EXISTING
RESTROOM 1

HALLWAY

EXISTING SPRINKLER
ROOM

EXISTING
RESTROOM 2
SS-2
LVT-1
TR-1
TR-1
T-3
TR-1
T-3
D/W

NEW LOWER &
UPPER CAB.

TYP. 60" CLEAR SPACE

EXISTING
PATIO

NEW FLOATING

SHELVES
5'-0" CLR.
5'-0" CLR.
30"x48"
MIN.
30"x48"
MIN.
12"
MAX.
24"
MIN. 54"
MIN.
42"
MIN. 6" MAX.

NOTE:

CLEARANCES & NOTES

APPLY TO BOTH

RESTROOMS UNLESS
NOTED OTHERWISE. 18" MIN. 18" MAX. 36" MIN.

EXISTING
ACCESS

DOOR CL CL
36" REF.

SINK
30"
MIN.

TRASH

RECYCLE
F-4 F-3 F-2
F-1
F-10 F-10
F-13 F-13
F-15 F-24 F-24 F-15
F-17 F-17
F-22 F-22

MEN WOMEN
F-19 F-19
F-20 F-18
2'-0" 3'-0"

MANEUVERING

CLEARANCE PER CBC
11B-404.2.4.1. CLEAR CLEAR
F-29 TYP. F-29
F-30 F-30
PT-5
N.I.C. 48" MIN.
mirror
JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING 12

10.1.25 REVISION 4 10.28.25

ISSUED FOR
CONSTRUCTION 5 11.11.25

ISSUED FOR
CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED
ENLARGED PROPOSED PLAN - PANTRY, RESTROOM. 1 & 2
SCALE: 1/2"=1'-0"
TRUE
NORTH
PLAN
NORTH

WALL LEGEND

INDICATES (E) WALL

CONSTRUCTION NOTES

1. VERIFY ALL DIMENSIONS IN FIELD PRIOR TO CONSTRUCTION.

2. "ALIGN" SHALL MEAN TO ACCURATELY LOCATE FINISH FACES IN THE SAME PLANE.

3. "SIMILAR" MEANS COMPARABLE CHARACTERISTICS FOR THE CONDITION NOTED.

VERIFY DIMENSIONS AND ORIENTATION ON PLANS AND ELEVATIONS.

4. DO NOT SCALE DRAWINGS, DIMENSIONS SHALL GOVERN. DETAILS SHALL GOVERN OVER PLANS AND ELEVATIONS. REPORT ANY DISCREPANCIES TO VIOTTI ARCHIECTS.

PRIOR TO COMMENCING WORK.

5. ALL WORK SHALL BE ERECTED AND INSTALLED PLUMB, LEVEL, SQUARE AND TRUE AND IN PROPER ALIGNMENT.

6. FIRE EXTINGUISHERS SHALL BE PROVIDED IN ACCORDANCE WITH THE CITY OF SAN CARLOS FIRE DEPARTMENT REQUIREMENTS. LOCATE A MAX. OF 75 FT. FROM ANY LOCATION WITHIN THE PROJECT AREA AND 150 FT. BETWEEN INDIVIDUAL FIRE EXTINGUISHER UNITS OR WITHIN 8000 SQ. FT. AREAS. LOCATE UNITS AS DIRECTED BY THE FIRE MARSHALL. FIRE EXTINGUISHER CABINETS SHALL MATCH EXISTING.

OPERATING HARDWARE SHALL BE 48" MAX. ABOVE FINISHED FLOOR. FIRE

EXTINGUISHER CABINETS SHALL BE PAINTED SEMI-GLOSS ENAMEL TO MATCH ADJACENT WALL SURFACES.

7. FINISH SHEETROCK COMPLETELY TO FLOOR TO INSURE A SOLID WALL BASE INSTALLATION.

8. PATCH AND REPAIR ALL EXISTING AREAS AFFECTED BY NEW CONSTRUCTION.

CONTRACTOR SHALL BE RESPONSIBLE FOR DETERMINING LOCATION OF ALL UTILITIES PRIOR TO EXCAVATION AND/OR DEMOLITION.

9. BLOCKING AND BACKING: CONTRACTOR SHALL COORDINATE AND PROVIDE ALL NECESSARY BLOCKING, METAL ANCHOR PLATES, SPECIAL ANCHORS, ETC., IN

PARTITIONS FOR ALL MILLWORK AND WALL ATTACHED ITEMS AND INSURE THAT SUCH ITEMS ARE PROPERLY INSTALLED AND LOCATED PRIOR TO INSTALLING WALL FINISH.

10. CONTRACTOR SHALL COORDINATE ALL LIFE SAFETY DEVICES SUCH AS HORNS & STROBES, SMOKE DETECTORS, PULL STATIONS, ETC. WITH ARCHITECTURAL PLANS, ELEVATIONS & DETAILS.

11. MANUFACTURED MATERIALS AND EQUIPMENT SHALL BE INSTALLED IN ACCORDANCE

WITH THE MANUFACTURER'S RECOMMENDATIONS AND INSTRUCTIONS UNLESS OTHERWISE NOTED. 1 A1.2ENLARGED PROPOSED PLAN PANTRY, RESTROOM, 1 & 2

KEY PLAN
1ST FLOOR

AREA OF
WORK

GENERAL COMPLIANCE AND PROTECTION NOTES

1. ALL WORK SHALL COMPLY WITH THE REQUIREMENTS OF APPLICABLE LOCAL, STATE, AND FEDERAL CODES AND ORDINANCES.

2. ALL WORK SHALL COMPLY WITH THE BUILDING RULES AND REGULATIONS.

3. GC RESPONSIBLE FOR INSTALLING ADEQUATE PROTECTION FOR KEEPING ANY CONSTRUCTION SITE. IN THE EVENT THAT ANY DUST OR DEBRIS DOES EXIT THE CONSTRUCTION SITE, CONTRACTOR IS RESPONSIBLE FOR RAPID REMEDIATION.

4. GC SHALL REPLACE ANY AND ALL FIREPROOFING THAT HAS BEEN DISTURBED DURING DEMOLITION.

5. DO NOT DISTURB OR ALTER EXISTING STRUCTURAL COLUMNS, BEAMS OR SLABS. DO NOT CHANNEL INTO CEILING, FLOORS, FIRE RATED ELEMENTS OR EXTERIOR WALLS.

ALL STRUCTURAL SYSTEMS SHALL BE MAINTAINED AND SHALL BE OF SUFFICIENT

STRENGTH TO SUPPORT THE DESIGN LOADS AND TO RESIST DEFORMATION

6. ALL INTERIOR CONSTRUCTION SHALL NOT IMPEDE ACCESS TO BUILDING'S COMMON

SYSTEMS INCLUDING BUT NOT LIMITED TO MECHANICAL DUCTWORK, ELECTRICAL AND PLUMBING RISERS, SHUT-OFF VALVES, ELECTRICAL PANELS. GENERAL CONSTRUCTION NOTES

7. NEW AND EXISTING INTERIOR PARTITION/EXPOSED CEILINGS/EXPOSED BEAMS/SOFFITS SHALL BE PRIMED AND RECEIVE 2 COATS OF PAINT THROUGHOUT.

8. ALL DIMENSIONS SHALL BE VERIFIED IN FIELD. LAYOUT TO BE VERIFIED BY DESIGN DIRECTOR WITH ESSENTIAL DESIGN + BUILD BEFORE START OF CONSTRUCTION. ANY

DISCREPANCIES SHOULD BE BROUGHT TO THE ATTENTION OF THE ARCHITECT IMMEDIATELY.

9. RATED COLUMN OR SHAFT ENCLOSURES AND CEILING ASSEMBLIES SHOULD NOT BE DISTURBED. ANY DAMAGED CAUSED TO THE INTEGRITY OF THE FIREPROOFING WILL BE REPLACED BY THE CONTRACTOR TO THE CODE COMPLIANCY. CONTRACTOR SHALL

VERIFY THAT ALL EXISTING WALLS, FLOORS, AND CEILINGS ARE FIRE STOPPED

10. CONTRACTOR SHALL PROVIDE ADEQUATE BLOCKING WHERE NECESSARY TO SUPPORT MILLWORK, FIXTURES AND FITTINGS.

11. ALL VENDORS, CONSULTANTS AND SUBS SHALL SUBMIT SHOP DRAWINGS TO BE APPROVED BY CITY ENGINEER AND ARCHITECT. THIS INCLUDES BUT IS NOT LIMITED TO MILLWORK, TILE, HARDWARE, AND FINISH CONTROL SAMPLES.

9.j
March 23, 2026 Packet Pg. 192
4 A2.2 2 13 A2.2 6 57

WOMEN'S
RESTROOM 3
MEN'S
RESTROOM 4

EXISTING
W/H 8 A2.2
TR-1
T-3
TR-1
T-3
SS-1
SS-1

ACCESSIBLE
URINAL
30"x48"

CLEAR FLOOR
SPACE

NEW PARTITION

WALL IN EXISTING

LOCATION TYP

NEW PARTITION

WALL IN EXISTING
LOCATION, TYP.

EXISTING FLOOR
DRAIN

EXISTING FLOOR
DRAIN
F-12
F-12
F-10 TYP.

F-27 TYP.

F-28
F-10
F-27
TYP.

TYP.

F-11
TYP.

F-19
F-19
F-25
F-19
F-17
F-15
F-25
F-21 TYP.

F-26
F-23
F-18
F-17 F-15
F-20
F-20
30" X 48" CLEAR
F-14
F-14
F-16
F-14 F-16
F-12 F-14 F-12
F-29 F-30
F-30
F-29
F-16
F-16 2'-0" 2'-0" 2'-0" 3'-0" 3'-0" 2'-0"
mirror
JOB#:

NO. DATE

REVISIONS
DRAWN BY:

DATE:
650.595.2955 T
650.595.2980 F
1300 INDUSTRIAL RD. SUITE 14
SAN CARLOS, CA 94070
VIOTTIARCHITECTS.COM

ISSUED FOR :

06.12.25 02/17/26
AS
2509 THE CITY OF SAN CARLOS SAN CARLOS BRANCH LIBERARY, 610 ELM STREET, SAN CARLOS, CA 94070

PRICING

08.22.25 PRICING 12

10.1.25 REVISION 4 10.28.25

ISSUED FOR
CONSTRUCTION 5 11.11.25

ISSUED FOR
CONSTRUCTION LIBRARY PANTRY & RESTROOM UPGRADES 6 01.08.26 REV 3 - ISSUED FOR
CONSTRUCTION 02.17.26 REVISION

02.20.26 REVISION 7 02.20.26 REV Δ3 NOT CLOUDED
ENLARGED PROPOSED PLAN - RESTROOM. 3 & 4
SCALE: 1/2"=1'-0" TRUE
NORTH
PLAN
NORTH 1
A1.3ENLARGED PROPOSED PLAN RESTROOM, 3 & 4