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Agenda packet

South Lake Tahoe City Council
November 4, 2025

Document
Agenda packet
Meeting
November 4, 2025
Body
South Lake Tahoe City Council
Pages
17
Original file
86.6 MB
Text extracted from the city's file for reading and search. Open the original on d3n9y02raazwpg.cloudfront.net. That file is the official record.

City Council
Cody Bass, Mayor
Vacant, Mayor Pro Tem
Scott Robbins, Councilmember
David Jinkens, Councilmember
Keith Roberts, Councilmember
Mission of the City Council
We provide responsive and effective local
government by maintaining a safe, livable, and
well-managed city through smart investment,
reliable services, and thoughtful planning.

City of South Lake Tahoe
City Council
Meeting Agenda
Tuesday, November 4, 2025 at 9:00 am
City Hall - Council Chambers - 1901 Lisa Maloff Way, South Lake Tahoe Public Participation
City Council meetings are held in person at the time and location listed on this agenda. Meetings are live-streamed on Channel 21, City website at www.cityofslt.us, YouTube at https://www.youtube.com/channel/UC3LYne8Ih-kTPLnnuyJW9SQ/live and via ZOOM at this link https://us02web.zoom.us/j/85685353549
A public agenda packet is available for review at City Hall, 1901 Lisa Maloff Way, on the City’s Website at www.cityofslt.us, or by contacting the City Clerk's Office, (530) 542-6005 or [email protected] Providing Public Comment:

In Person: Every agenda for regular meetings provides an opportunity for members of the public to directly address the legislative body (City Council), on any item of public interest which is within the jurisdiction of the City Council during Public Communications. For items on the agenda or in connection with any item which the City Council will consider, the public is given the opportunity to comment before or during the City Council's consideration of the item [Government Code Section 54954.3(a)].

Remote Participation: If you are joining the meeting via ZOOM and would like to make a comment, press the "raise a hand" button. If you are joining the meeting via Channel 21 or live stream and would like to make a comment, please call (530) 542-6500. The Webinar ID is: 856 8535 3549. Press *9 to indicate a desire to make a comment. Press *6 to unmute your phone. The Clerk will call you by the last three digits of your phone number when it is your turn to speak. Note: The Mayor reserves the right to conduct the meeting with in-person public participation only, if there is a technology malfunction that precludes the use of remote public participation.

In Writing: Written comments received by 3 p.m. the day before the meeting will be distributed to City Council prior to the meeting. Written public comment regarding any item on this agenda may be sent to [email protected]. When emailing comments, identify the agenda item number in the subject 1 1. Proclamation Recognizing October 2025 as "National Pet Wellness Awareness Month"

2. Proclamation Recognizing October 2025 as "National Domestic Violence Awareness Month" line to which your comments relate. Any such comment that is a public record and is emailed to [email protected] or otherwise provided to a majority of the City Council before the meeting will be made available for public inspection during normal business hours at the City Clerk's Office located at City Hall, 1901 Lisa Maloff Way, South Lake Tahoe [Government Code Section 54957.5(b)]. Written comments will not be read out loud during the meeting.

The City Council Chambers meeting facility is accessible to people with disabilities. Every reasonable effort will be made to accommodate any person needing special assistance to attend this meeting.

Contact the City Clerk at (530) 542-6005 at least 48 hours in advance of the meeting for assistance [28 CFR 35.102.35.104 ADA Title II and Brown Act Government Code Sections 54953.2, 54954.1, 54954.2, and 54957.5].

Spanish Interpretations: The public may access Spanish interpretation using the ZOOM link listed on the front of the Agenda from an internet device (smartphone, laptop, tablet, home computer) with audio capabilities and selecting the Spanish language option. Persons without an internet device may attend the meeting in-person and a device will be provided while supplies last. Requests for interpreter services to offer public comment may be made by contacting the City Clerk.

Land Acknowledgement
Land Acknowledgement - The City of South Lake Tahoe acknowledges the lands we occupy today are the lands and home of the Wašíšiw, the people from here known today as the Washoe Tribe of Nevada and California, a sovereign nation. Since the beginning of time and for thousands of years before the arrival of any other people, the Washoe lived here and cared for this place, with values and intention that we can all learn from. On behalf of the City Council, I would like to acknowledge, thank, and honor the Indigenous Washoe Tribal Communities that are the past, present, and future stewards of the Lake Tahoe Basin.

Call to Order/Pledge of Allegiance
Roll Call
Closed Session Report
Proclamations
Requested Action / Suggested Motions: Issue a Proclamation to the Humane Society of TruckeeTahoe recognizing October 2025 as "National Pet Wellness Awareness Month".

Responsible Staff Member(s): Susan Blankenship, City Clerk Proclamation National Pet Wellness Awareness Month.pdf
Requested Action / Suggested Motions: Issue a Proclamation to Vista Rise Collective (formerly Live Violence Free) recognizing October 2025 as "National Domestic Violence Awareness Month".

Responsible Staff Member(s): Susan Blankenship, City Clerk Proclamation National Domestic Violence Awareness Month.pdf City Commission Reports
Public Communications
This is the public's opportunity to speak on any topic NOT LISTED on this agenda. Comments shall be limited to four (4) minutes. In accordance with the Brown Act, the City Council cannot deliberate or vote on any matter raised under public communications, but may briefly respond to statements made or questions posed. (Government Code Sections 54954.2)
2 3. City Council Meeting Minutes

4. Update to Records Management Program and Records Retention Schedule

5. Annual Arts, Culture, & Tourism Commission, and Parks & Recreation Commission Reports

6. Annual Planning Commission and Airport Land Use Commission Reports

7. Annual Police Advisory Commission Report
Consent Agenda
Public Comment - This is the public's opportunity to speak on any topic listed on the Consent Agenda.

Comments shall be limited to three (3) minutes per item and six (6) minutes total per speaker.

The consent agenda consists of items of a repeating or routine nature considered under a single action.

Any Councilmember may have an item on the consent agenda removed and considered separately upon request.

Pass a Motion to adopt the Consent Agenda in one motion except as indicated at each item.

Requested Action / Suggested Motions: Pass a Motion approving the minutes from the October 21, 2025, City Council meeting.

Responsible Staff Member(s): Michelle Davis, Assistant City Clerk Item 3- Executive Summary.pdf
10 21 2025 City Council Meeting Minutes.pdf
Requested Action / Suggested Motions: Pass a Resolution adopting a Records Retention Schedule, authorizing Destruction of Certain City Records, and authorizing updates to the Records Retention Schedule, without any further action by the City Council, with the consent of the Department Head, City Clerk, City Attorney and City Manager.

Responsible Staff Member(s): Susan Blankenship, City Clerk Item 4- Executive Summary.pdf
01-Staff Report-Record Retention Policy.docx
02-Resolution - Records Retention Schedule.docx
03-Records Retention Schedule (Exh. A to Reso).pdf
04-Electronic Records Destruction Authorization Form - Copy.docx 05-Tangible Records Destruction Authorization Form.docx Requested Action / Suggested Motions: Receive and File.

CEQA Determination: This action is categorically exempt under CEQA Guidelines Section 15061(b) (3) (common sense exemption).

Responsible Staff Member(s): John Stark, Director of Parks & Recreation Item 5- Executivee Summary.pdf
01-Staff Report Parks & Recreation Commission.docx
02-Staff Report Arts, Culture & Tourism Annual Report.docx Requested Action / Suggested Motions: Receive and File.

CEQA Determination: This action is categorically exempt from review under CEQA Guidelines section 15061(b)(3) (common sense exemption).

Responsible Staff Member(s): Katherine Moore, Assistant Planner Item 6- Executive Summary.pdf
01-Staff Report
Requested Action / Suggested Motions:

Receive and File.

Responsible Staff Member(s): Jeff Roberson, Chief of Police Item 7- Executive Summary.pdf
01-Staff Report - PAC Annual Report
3 8. Annual Independent Citizens' Oversight Committee (Measure P) Report

9. Purchase of Bearcat G3 Pro Armored Vehicle From Lenco Industries

10. Police Boat Safety and Enforcement – State FY 26/27 Financial Aid Application Authorization

11. Purchase of Freightliner Sander Truck

12. Authorization to Apply for South Tahoe Public Utility District (STPUD) Turf Rebate Program

13. Ratify the City's three-year agreement with Insight Public Sector for Microsoft Product Licensing Requested Action / Suggested Motions: Receive and file
Responsible Staff Member(s): Olga Tikhomirova, Director of Finance John Stark, Director of Parks and Recreation
Item 8- Executive Summary.pdf
01-Staff Report Measure P Oversight Committee Annual Report.docx Requested Action / Suggested Motions: Pass a Motion authorizing the purchase of a Lenco Bearcat G3 Pro from Lenco Industries and associated travel and shipping costs utilizing Lenco's government GSA cooperative agreement per South Lake Tahoe City Code section 3.45.090 using exiting budget appropriations up to $433,963.88.

Responsible Staff Member(s): Lt. Scott Crivelli
Item 9- Executive Summary.pdf
01-Staff Report - Armored Vehicle Purchase.docx
02 -Resolution - Armored Vehicle Purchase.docx
03-Lenco Quote - South Lake Tahoe PD CA.pdf
04-Lenco GSA Cooperative Agreement.pdf
Requested Action / Suggested Motions:

Pass a Resolution authorizing the Police Chief to sign application to apply for financial aid through the CA Division of Boating and Waterways for 2026/2027 Police Boat Operations.

Responsible Staff Member(s): Lieutenant Russell Liles
Item 10- Executive Summary.pdf
01-Staff Report - Police Boat Safety and Enforcement.docx 02-Resolution-Application Authorization Police Boat Operations.docx 03-Form 801.4 SLT2026-27 backup.pdf
04-Form 801.4 SLT2026-27 signed.pdf
Requested Action / Suggested Motions: Pass a Motion authorizing the City Manager to purchase:

One (1) Freightliner Sander Truck for $422,340.41, for Public Works, through Sourcewell Cooperative Agreements, per South Lake Tahoe City Code section 3.45.090 (Cooperative Purchasing).

Responsible Staff Member(s): John Dickinson, Interim Director of Public Works, and Phil Harwood, Maintenance Manager
Item 11- Execuive Summary.pdf
01-Staff Report Equipment
02- Quote
03- Specs
Requested Action / Suggested Motions: Pass a Motion authorizing staff to submit an application for the STPUD Turf Rebate Program in the amount of $5,000 per parcel.

Responsible Staff Member(s): John Stark, Director of Parks & Recreation Item 12- Executive Summary.pdf
01-Staff Report STPUD Turf Rebate.docx
4 14. Amendment No. 5 to Professional Services Agreement with Wildscape Engineering, Inc.

15. Professional Services Agreement with PlaceWorks for the 2027-2035 Housing Element Update

16. Subrecipient Agreement with Tahoe Transportation District for Senate Bill 125 Funds For Microtransit EV Charging Base Station
Requested Action / Suggested Motions: Pass a Motion to: (1) Ratify the City’s three-year agreement with Insight Public Sector under the County of Riverside Cooperative Purchasing Program for Microsoft enterprise licensing in the amount of $357,150.36; and (2) Authorize the City Manager to execute subsequent renewal agreements for Microsoft enterprise licensing, and other substantially similar IT subscription services, procured through valid cooperative purchasing contracts, provided that renewal terms are substantially the same as the current agreement; adequate funding is appropriated in the approved budget; and the authority remains in effect unless modified or rescinded by City Council.

Responsible Staff Member(s): Gabriel Raab, Senior IT Analyst Item 13- Executive Summary.pdf
01- Staff Report Ratify 2024 Agreement with Insight to Provide Microsoft Product Licensing.docx 02-2025 Insight Microsoft Agreement.pdf
03 - 2024 Insight Microsoft Agreement.pdf
04 - County of Riverside and Insight Purchasing Agreement.pdf 05-PO 13066 Insight O365 renewal signed.pdf
Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute Amendment No. 5 to the Agreement with Wildscape Engineering, Inc. for additional final bid documents, permits, construction support services, and QSP/SWPPP services for the Upper Bijou Park Creek Watershed Restoration Project for the amount of $150,000 for a total not-toexceed contract amount of $705,258.51.

CEQA Determination: The Planning Commission adopted the Initial Study/Mitigated Negative Declaration for the Project on November 19, 2020, and on May 16, 2024, the Planning Commission adopted an addendum to the CEQA Initial Study/Mitigated Negative Declaration. This action does not require additional review under CEQA Guidelines section 15162.

Responsible Staff Member(s): Brianna Greenlaw, Associate Civil Engineer Item 14- Executive Summary.pdf
01-Staff Report-Amendment 5 Wildscape.docx
02-Project Location Map.pdf
03-Wildscape PSA C-106-2021.pdf
04-Wildscape PSA Amendment 1.pdf
05-Wildscape_PSA_Amendment_2.docx
06-Wildscape_PSA_Amendment_3.docx
Wildscape_PSA_Amendment_4.docx
08-Amendment No. 5 with Wildscape.doc
07_Exhibit to Amendment 5.pdf
Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute Professional Service Agreement with PlaceWorks, in an amount not to exceed $200,000, for the development of the 2027-2035 Housing Element Update.

Responsible Staff Member(s): Jessica Wackenhut Lomeli, Housing Manager and Crystal Plotner, Assistant Housing Planner
Item 15- Executive Summary.pdf
01-Staff Report - Housing Element
02-PSA_HousingElementUpdate20272035.pdf
03 - South-Lake-Tahoe-7th-Cycle-RHNA-080725.pdf
Requested Action / Suggested Motions: Pass a Resolution authorizing and directing the Mayor to execute a subrecipient agreement with Tahoe Transportation District for $500,000 in SB 125 funds to build an EV Charging Base Station at 1700 D Street.

CEQA Determination: This action is exempt under CEQA Guidelines section 15303 (small 5 17. Ordinance Amending South Lake Tahoe City Code, Title 6, Chapter 6.15 (Building Regulations), Section 6.15.010 and 6.15.160 by Adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), Including Green Building Code, Building Code, Fire Code, and Related Construction Codes (First Reading)

18. Reducing the City's Cannabis Business and Professions Tax Rate and Eliminating Public Safety Mitigation Fee

19. Preapproved Accessory Dwelling Unit (ADU) Designs Approval structures).

Responsible Staff Member(s): Sara Letton, Sustainability Coordinator Item 16- Executive Summary.pdf
01-Staff Report-TTD Subrecipient Funds
02-Resolution_approving_SB125_Subrecipient_Funds.docx
03 - TTD SB125 Subrecipient Agreement Approved Agenda Item Oct 1 2025.pdf 04 - SSTMA Commitment to EV 2025.pdf
05 - SB125 Subrecipient Agreement with TTD (Exh. A to Reso).pdf Public Hearing
Requested Action / Suggested Motions: Pass a Motion to hold a first reading (by title only) of an Ordinance amending South Lake Tahoe City Code, Title 6, Chapter 6.15 (Building Regulations), Section 6.15.010 and 6.15.160 by Adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), Including Green Building Code, Building Code, Fire Code, and Related Construction Codes and refer second reading and adoption to the November 18, 2025, meeting.

CEQA Determination: This action is exempt under CEQA Guidelines section 15061(b)(3) (common sense exemption).

Responsible Staff Member(s): Zach Thomas, Director of Development Services, and David Chapman, Acting Building Official
Item 17- Executive Summary.pdf
01-Staff Report - 2025 Building Code Adoption.docx
02-Ordinance Redline.pdf
03-Ordinace Adopting 2025 Building Code.docx

04. Public Notice.pdf

05._Resolution_2025-009_Building_Code_Amendments.docx
Regular-Unfinished Business
Requested Action / Suggested Motions: Pass: 1) Resolution Reducing Cannabis Tax Rate from 6 Percent to 3 Percent of Gross Receipts and Exempting Tax for Medical Cannabis; 2) Resolution Eliminating Public Safety Mitigation Fee; and, 3) Pass a Motion authorizing a councilmember to execute the Resolutions.

Responsible Staff Member(s): Olga Tikhomirova, Director of Finance Item 18- Executive Summary.pdf
01-Staff Report Reducing Cannabis Tax Rate and Eliminating Public Safety Mitigation Fee.docx 02-Resolution Reducing Cannabis Tax Rate.docx
03-Resolution Eliminating Public Safety Mitigation Fee.docx Requested Action / Suggested Motions:

Pass a Motion accepting the four selected ADU designs, authorizing and directing the Mayor to execute the amendment with Workbench to develop a booklet of modular/prefabricated products for an additional $5,900, and directing staff to preapprove 1-2 ADU designs from the modular/prefabricated product list.

CEQA Determination:
6 20. Update on Discussions with Heavenly Resort on Annexation and Parking

21. Update to Master Fee Schedule to Add User Fees for Multigenerational Recreation & Aquatics Center

22. Sign Ordinance Update

23. Legislative Agenda

24. Time Share and Condominium Conversion – Margaritaville Request Responsible Staff Member(s): Crystal Plotner, Assistant Housing Planner Item 19- Executive Summary.pdf
01-Staff_Report_ADU_CCNov42025.docx
02-SLT ADUs_2025-1104_City Council Meeting.pdf
03-_C-315-2024_Workbench_Contract-_signed_12.10.24.docx 04- 20250903 ASA#2 Modular booklet.pdf
05-Amendment - No. 1 to Agreement with Workbench.docx
Requested Action / Suggested Motions: Pass a Motion providing direction to staff on whether to continue to pursue the Heavenly area annexation and whether to negotiate an agreement to allow use of street parking for employees and guests of Heavenly Resort.

Responsible Staff Member(s): Hilary Roverud, Assistant City Manager Item 20- Executive Summary.pdf
01-Staff Report - Heavenly Discussions.docx
02-Heavenly Proposed Parking Areas
03-Resolution 2024-059 Parking Restrictions in Heavenly Neighborhood.pdf Regular-New Business
Requested Action / Suggested Motions: Pass a Resolution updating the Master Schedule of Fees and Charges for City Services to include the proposed fees for the new Multigenerational Recreation & Aquatics Center included as Exhibit "A" to the Resolution.

Responsible Staff Member(s): John Stark, Director of Parks & Recreation Item 21- Executive Summary.pdf
01-Staff Report - Master Fee Schedule for the New Recreation Center.docx 02-Resolution - Master Fee Schedule Update Multigenerational Recreation Center.docx 03-New Rec Center Fee Schedule (Exh. A to Reso).pdf
04-South Lake Tahoe Park and Recreation User Fee Report.pdf 05-GCP Parks & Recreation New Recreation Center Fees Presentation Requested Action / Suggested Motions: Pass a Motion providing staff direction on amending South Lake Tahoe City Code Chapter 6.40 - Signs and Advertising Structures.

CEQA Determination: This action is categorically exempt under CEQA Guidelines sections 15303 (small structures) and 15061(b)(3) (common sense rule).

Responsible Staff Member(s): John Hitchcock, Planning Manager, and Heather Stroud, City Attorney
Item 22- Executive Summary.pdf
01 - Staff Report - Sign Ordinance Update.docx
02 - Chapter 6.40 Sign Ordinance.pdf
03 - Tourist Core Area Plan Sign Standards.pdf
Requested Action / Suggested Motions: Pass a Motion adopting the 2025-2026 Legislative Agenda.

Responsible Staff Member(s): Hilary Roverud, Assistant City Manager Item 23- Executive Summary.pdf
01-Staff Report_Legislative Agenda
02- 2025-2026 Legislative Agenda
Requested Action / Suggested Motions: Pass a Motion directing staff to: (1) Do nothing; (2) Return with an Ordinance amendment to South Lake Tahoe City Code Section 6.60.040 (Use permits) to 7 25.

Ordinance Amending South Lake Tahoe City Code Section 1.20.10 (City Seal) (First Reading)

26. Agenda Planning Calendar
allow timeshare and condominium conversions within the Tourist Core Area Plan – Tourist Center geographic area as an outright permitted use; or (3) Direct staff to explore feasibility of an Ordinance amendment to South Lake Tahoe City Code Section 6.60.040 (Use permits) to allow timeshare and condominium conversions within the Tourist Core Area Plan – Tourist Center geographic area contingent on a mutually agreed upon agreement to be approved by the City Council to ensure Transient Occupancy Tax (TOT) revenues loss from the removal of lodging accommodations is adequately addressed.

CEQA Determination: This action is categorically exempt under CEQA Guidelines 15301 (Existing Facilities).

Responsible Staff Member(s): Joseph D. Irvin, City Manager (530) 542-6043 Item 24- Executive Summary.pdf
01-Staff_Report_Time_Share_and_Condominium_Conversion_-_Margaritaville_Request.docx 02-Tourist Core Area Plan - Tourist Center.pdf
03-History of Gross Receipts and Nights Rented.pdf
04- Margaritaville Timeshare & Condo Hotel Development.pdf Requested Action / Suggested Motions: City Council may either 1) Pass a Motion to hold first reading, by title only, of an Ordinance amending City Code Section 1.20.10 (City Seal), and refer to second reading and adoption to the November 18, 2025, meeting; or 2) take no action.

Responsible Staff Member(s): Susan Blankenship, City Clerk Item 25- Executive Summary.pdf
01-Staff Report-City Seal Ordinance (First Reading).docx 02-Ordinance (redline).docx
03-Ordinance - City Seal (First Reading).docx
Agenda Planning Calendar
Requested Action / Suggested Motions: Identify, with consent of at least two Council Members, any desired future agenda items, and/or modify the Agenda Planning Calendar as desired.

Responsible Staff Member(s): Joseph Irvin, City Manager, and Susan Blankenship, City Clerk APC 10 29 2025.pdf
Updates and Announcements (City Attorney, City Clerk, City Manager) Councilmember Reports and Comments - Assignments to Boards, Committees, and Commissions
Adjournment
I, Susan Blankenship, City Clerk for the City of South Lake Tahoe, declare that the foregoing agenda for the Tuesday, 2025, October 30, City Council meeting was posted and available for review on Thursday, October 30, 2025, at City Hall, 1901 Lisa Maloff Way, South Lake Tahoe, CA 96150. The agenda was also available on the City's website at https://www.cityofslt.us.

Signed October 30, 2025
\\sb\\ Susan Blankenship, Elected City Clerk
8 The City of South Lake Tahoe
Proclamation
Recognizing October 2025 as
“National Domestic Violence Awareness Month”
Whereas, October is annually recognized as National Domestic Violence Awareness Month; and Whereas, Live Violence Free has recently changed their name to Vista Rise Collective to focus more on the positive, decrease stigma, and increase outreach to local survivors of all forms of intimate partner violence; and
Whereas, Approximately 35% of California women and 31% of California men experience physical intimate partner violence in their lifetimes; and
Whereas, California has higher rates of domestic violence experienced by both men and women when compared to the national average; and
Whereas, In the City of South Lake Tahoe, about 1 in 6 people report physical intimate partner violence according to Barton’s Community Health Needs Assessment; and Whereas, Domestic violence affects people of all genders, sexual orientations, ages, racial, ethnic, cultural, social, religious, and economic groups in the United States and here in California; and Whereas, 54% of transgender and gender non-conforming people have experienced domestic violence in their lifetime; and
Whereas, Domestic violence is the third leading cause of homelessness among families in the United States; and
Whereas, women 18-24 years of age are significantly more likely to be survivors of physical intimate partner violence than women in other age groups; and
Whereas, Children exposed to domestic violence can experience long-term consequences including difficulty at school, substance abuse, behavioral problems in adolescence, and serious adult health problems; and
Whereas, All survivors deserve access to culturally responsive programs and services to increase their safety and self-sufficiency.

Now therefore, the City Council of the City of South Lake Tahoe does hereby proclaim the month of October 2025 as “National Domestic Violence Awareness Month” and calls upon all citizens, community agencies, elected leaders, and businesses to increase their participation efforts to support families, thereby helping to prevent domestic violence and strengthening the community in which we live.
__________________ __________________________
Cody Bass, Mayor Susan Blankenship, City Clerk
9 The City of South Lake Tahoe
Proclamation
Recognizing October 2025 as
“National Domestic Violence Awareness Month”
Whereas, October is annually recognized as National Domestic Violence Awareness Month; and Whereas, Live Violence Free has recently changed their name to Vista Rise Collective to focus more on the positive, decrease stigma, and increase outreach to local survivors of all forms of intimate partner violence; and
Whereas, Approximately 35% of California women and 31% of California men experience physical intimate partner violence in their lifetimes; and
Whereas, California has higher rates of domestic violence experienced by both men and women when compared to the national average; and
Whereas, In the City of South Lake Tahoe, about 1 in 6 people report physical intimate partner violence according to Barton’s Community Health Needs Assessment; and Whereas, Domestic violence affects people of all genders, sexual orientations, ages, racial, ethnic, cultural, social, religious, and economic groups in the United States and here in California; and Whereas, 54% of transgender and gender non-conforming people have experienced domestic violence in their lifetime; and
Whereas, Domestic violence is the third leading cause of homelessness among families in the United States; and
Whereas, women 18-24 years of age are significantly more likely to be survivors of physical intimate partner violence than women in other age groups; and
Whereas, Children exposed to domestic violence can experience long-term consequences including difficulty at school, substance abuse, behavioral problems in adolescence, and serious adult health problems; and
Whereas, All survivors deserve access to culturally responsive programs and services to increase their safety and self-sufficiency.

Now therefore, the City Council of the City of South Lake Tahoe does hereby proclaim the month of October 2025 as “National Domestic Violence Awareness Month” and calls upon all citizens, community agencies, elected leaders, and businesses to increase their participation efforts to support families, thereby helping to prevent domestic violence and strengthening the community in which we live.
__________________ __________________________
Cody Bass, Mayor Susan Blankenship, City Clerk
10 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:3
Agenda Item: City Council Meeting Minutes
Executive Summary: City Council are asked to formally approve the Minutes of the October 21, 2025, meeting.

Requested Action / Suggested Motions: Pass a Motion approving the minutes from the October 21, 2025, City Council meeting.

Responsible Staff Member: Michelle Davis, Assistant City Clerk Reviewed and Approved By: Susan Blankenship, City Clerk Attachments:
10 21 2025 City Council Meeting Minutes.pdf
11 City of South Lake Tahoe
City Council
Meeting Minutes
Tuesday, October 21, 2025, at 5:30 pm
City Hall - Council Chambers - 1901 Lisa Maloff Way, South Lake Tahoe NOTE: The Meeting Minutes represent actions taken during the meeting of the City Council. Complete Council member discussions on Regular Session meeting items can be viewed in archived video recordings on the City’s website at http://www.cityofslt.us Public submittals on items are retained in the administrative record and can be viewed in the City Clerk’s repository at http://www.cityofslt.us Land Acknowledgement
Mayor Pro Tem Bass read the Washoe Tribe of Nevada and California Land Acknowledgement.

Call to Order/Pledge of Allegiance
Mayor Pro Tem Bass called the meeting to order at 5:30 p.m., and then led the pledge of allegiance.

Roll Call
Present were Mayor Pro Tem Bass, and Councilmembers Robbins, Jinkens, and Roberts.

Also present were City Manager Irvin, City Attorney Stroud, and City Clerk Blankenship.

Closed Session Report of October 21, 2025

1. Conference with Legal Counsel – Existing Litigation – Government Code section 54956.9(d)(1) Case: Patrick Hambel v. City of South Lake Tahoe, Workers’ Compensation Appeals Board Case No. ADJ14749718.

Action: No reportable action.

2. Conference with Legal Counsel – Existing Litigation – Government Code section 54956.9(d)(1) Case: John Miller v. City of South Lake Tahoe, Workers’ Compensation Appeals Board Case Nos. ADJ17872997 and ADJ19215685.

Action: No reportable action.

Regular-New Business

1. Status of City Operations, City Council Re-Organization, City Council Boards & Commissions Appointment to Vacancies, and Process for Filling City Council Vacancy Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Robbins, Jinkens, Roberts
Action: Passed Motion 2025-091 appointing Councilmember Jinkens to fill vacancy on Park Avenue Development Project Plaza Maintenance Association and Councilmember Robbins to fill the vacancy on the Clean Tahoe Board for the remainder of term 2025.

Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Robbins, Jinkens, Roberts
Passed Motion 2025-092 directing the City Clerk to solicit applications to fill the vacancy by appointment on City Council for the remainder of the term ending December 2026.

Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Robbins, Jinkens, Roberts
Passed Motion 2025-093 Selecting Mayor Pro Tem Bass as Mayor for remainder of term 2025.

Action: Moved/Seconded: Roberts/Jinkens 12
Yes: Bass, Jinkens, Roberts
No: Robbins
Action: Passed Motion 2025-094 delaying the vote for a Mayor Pro Tem.

Note: Director of Finance Olga Tikhomirova addressed the Council regarding city financial audits.

Note: City Clerk Blankenship addressed the Council on options to fill the vacancy on the Council.

Public Comment was heard from the following people:

1. Robert Aaron

2. Juan Chavez

3. Larry Pedigo

4. Pearl

5. Cindy Trego

6. Ed Mosur

7. Samantha

8. David Gregorich

9. Allen Miller

10. Scott Loberg

11. Anthony Wolf

12. Tim Faggen

13. Melissa Soderston

14. No name provided

15. Jameson Freebie

16. No name provided

17. Erick Asbury

18. John Messina

19. Gant Miller

20. Laura Cosky

21. Rebecca Habert

22. Stacy Ballard

23. Angie Reagan *written comment submitted
Written Public Comment was received from the following people:

1. Robyn Johnson- Call for Mayor Pro Tem Bass to resign

2. Karen Noble- Need for background checks of Councilmembers, support for Councilmember Robbins to fill Mayor vacancy
Public Communications

1. Roert Aaron- Cell towers

2. Scott Loberg- Heavenly Resort

3. Samantha- Heavenly Village Parking Garage

4. Larry Pedigo- Support for cell towers in the City

5. Kathy Zollinger, Bear League- South Lake Tahoe bear sanctuary

6. Rebecca Harvard- Heavenly Village parking garage

7. Ed Mosur- Heavenly Village parking garage

8. John Messina- Presbyterian Church financial loss

9. Melissa Soderston- South Lake Tahoe bear sanctuary, defensible space work affecting bears, proclamation to support immigrants and Palestine

10. Allen Miller- Calls for resignations from City Attorney, City Clerk, City Manager, and City Councilmembers for appeal hearing denial *written material distributed

11. Nick Speal- Public transit

12. Erick Asbury- Council should partner with the Lake Tahoe Bicycle Coalition

13. Laura Cosky- Need for a safe community, Tahoe pollution, trail work, Barton Hospital at Stateline, nurse concern, boat safety
13 City Commission Reports

1. Natalia Wieczorek, Planning Commission- Provided verbal report *written report submitted

2. John Messina, El Dorado County Commission on Aging RepresentativeProvided verbal report

3. Stacy Ballard, Arts, Culture & Tourism Commission- Provided verbal report Consent Agenda
Action: Moved/Seconded: Jinkens/Robbins
Yes: Bass, Robbins, Jinkens, Roberts
Action: Passed the Consent Agenda.

2. City Council Meeting Minutes
Action: Passed Motion 2025-095 approving the minutes from the September 23, 2025, City Council meeting.

3. Fiscal Year 2025-2026 Appropriation Limit
Action: Passed Resolution 2025-085 establishing the Appropriation Limit for Fiscal Year 2025-2026 in compliance with Proposition 111 in the amount of $109,545,780.

4. Fiscal Year 2024-2025 Budgeted Funds Re-Appropriation Action: Passed Motion 2025-097 to approve re-appropriation of Fiscal Year 2024-2025 budget for purchases and services with unfinished scope of work to Fiscal Year 2025-2026.

5. Purchase of Three Community Service Officer Vehicles from Champion Chevrolet and Related Equipment from Lehr
Action: Passed Motion 2025-098 authorizing the purchase of three 2026 Chevrolet Silverado 4WD pickups from Champion Chevrolet, and authorizing purchase of related equipment through cooperative purchasing from a Placer County contract with Lehr (C-254-2025) per South Lake Tahoe City Code section 3.45.090, using existing budget appropriations up to $207,195.74.

6. Acceptance of Grant from California State Parks for Police Boat Safety and Enforcement Equipment
Action: Passed Resolution 2025-086 accepting the Boating Safety and Enforcement Equipment (BSEE) grant from the California State Parks, Division of Boating and Waterways; authorizing the Mayor, or the Police Chief, to sign the grant agreement (C-255-2025) and each reimbursement claim; authorizing acceptance of grant funds awarded from the BSEE Grant in the amount up to $104,838.86 for the purchase and installation of two Mercury Verado 350 HP outboard motors to be outfitted on the Police Patrol Boat; and authorizing the budget of that amount into the current City’s budget in account #237 02110 effective October 21, 2025.

7. Declaring Police K9 Ford F-150 1289 Surplus and Authorization to Sell to Mono County Sheriff’s Office
Action: Passed Resolution 2025-087 declaring Police K9 vehicle 1289 surplus and authorizing the sale of vehicle to Mono County Sheriff's Office for the fair market value of $10,000.

8. Sale of Surplus Property
Action: Passed Resolution 2025-088 declaring certain vehicles and equipment as surplus and directing the sale of vehicles, equipment, and other City assets. 14 9. Purchase Agreement with Cadence Team, Inc. for Networking and IT Equipment for the Multigenerational Recreation and Aquatic Center Action: Passed Motion 2025-103 agreement with Cdence Team authorizing and directing the Mayor to execute a Purchase Agreement with Cadence Team, Inc. (C-256-2025) in the amount of $130,000 for the purchase & delivery of networking and IT equipment for the new Multigenerational Recreation and Aquatic Center.

10. Amendment to Agreement for Construction Management Services with SierraCon Inc.

Action: Passed Motion 2025-104 authorizing and directing the Mayor to execute Amendment No. 4 to Professional Services Agreement with SierraCon Inc. (C-257-2025) for an additional $140,627.80 for a total not-to-exceed amount of $2,753,172.80 for added scope of services for the Multigenerational Recreation and Aquatics Center.

Public Hearing

11. Ordinance Amending Vacation Home Rental Regulations to Remove 150-Foot Buffer and Make Other Changes (First Reading of Version 1 Establishing a Cap of 1,200 in Residential Areas, or Version 2 Prohibiting Adjacent Properties from Being Vacation Home Rentals)
Action: Moved/Seconded: Robbins/Bass
Yes: Bass, Robbins
No: Jinkens, Roberts
Action: Failed to Pass Motion 2025-105 to not hold a first reading (by title only) of Version 1 or Version 2 of an Ordinance Amending Article V (Vacation Home Rentals) of Chapter

3.50 (Transient Lodging) and Table 2.35.070 (Appealable Actions and Matters) of the South Lake Tahoe City Code, and refer second reading and adoption to November 4, 2025.

Action: Moved/Seconded: Jinkens/Roberts
Yes: Jinkens, Roberts
No: Bass, Robbins
Action: Failed to Pass Motion 2025-106 to hold a first reading (by title only) of Version 1 or Version 2 of an Ordinance Amending Article V (Vacation Home Rentals) of Chapter

3.50 (Transient Lodging) and Table 2.35.070 (Appealable Actions and Matters) of the South Lake Tahoe City Code, and refer second reading and adoption to November 4, 2025.

Public Comment was heard from the following people:

1. Jonathan

2. John Messina

3. Dan May

4. Larry Pedigo

5. Samantha Allen

6. Juan Chavez

7. Allen Miller

8. Tim Faggen

9. Nick Speal

10. Deen Romaha

11. Melissa Soderston

12. Lisa Gresham

13. Roberta

14. Donna Walker

15. Lisa Underwood, Tahoe Keys Property Resort

16. Valerie Miller

17. Robyn Hockey

17. Ed Mosur

18. Erick Asbury

19. Lauren Kosky

20. Steve Teshara, Tahoe Chamber

21. Caleb Fry

21. Andrew Pierce, Attorney for South Lake Tahoe Property Owner’s Group

22. Lorraine Jackson 15

23. Rafael Campos

24. Blake Hershaft

25. Carol Daum

26. Angelique

27. Nicole Ladd, South Lake Tahoe Vacation Rentals

28. Grey Schumacher

29. Mike

30. Allyson Giardino, Elevated Tahoe Properties *written comment submitted

31. Amelia Richmond
Written Public Comment was submitted from the following people:

1. Mary Ann Abejuro

2. Angelique Carl

3. Matt Bettencourt

4. Chris Clare

5. Jane Clare

6. Seth Dallob

7. Aaron Ewing

8. Caleb Fry

9. Nick Giordano

10. Alan Miller

11. Dylan Hastings, South Tahoe Association of Realtors Note: At this time, Council moved to extend the meeting past 10:00 p.m. (Robbins/Jinkens 4-0 vote)
Regular-New Business

12. City Council Resolution in opposition to CA Proposition 50 (Use of Legislative Congressional Redistricting Map Amendment)
Action: Moved/Seconded: Robbins/Bass
Yes: Bass, Robbins, Roberts
No: Jinkens
Action: Passed Motion 2025-106 to suspend this agenda item and take no action.

Public Comment was heard from the following people:

1. Susan Chandler, South Lake Tahoe Democratic Club *written comment submitted

2. Melissa Soderston

3. Dan May

4. Larry Pedigo

5. Deen Romaha

6. Juan Chavez

7. David Gregorich

8. Ed Mosur

9. Dan Debuke

10. John Messina

11. John Friedrich

12. Carol Daum
Written Public Comment was submitted from the following people:

1. Lauren Gresh, RNR Vacation Rentals

2. Robyn Johnson

3. Nicole Ramirez-Thomas

4. Caitlin Robinson

5. Martha Schoenfeld

13. Update on Discussions with Heavenly Resort on Annexation and Parking Note: Council agreed to move this agenda item to the November 4, 2025, City Council meeting.

Agenda Planning Calendar

14. Agenda Planning Calendar
Action: Received and filed. 16
Updates and Announcements (City Attorney, City Clerk, City Manager) City Attorney Stroud

1. Attended League of California Cities Conference
City Manager Irvin

1. Attended League of California Cities Conference
Councilmember Reports and Comments - Assignments to Boards, Committees, and Commissions
Councilmember Robbins

1. Attended League of California Cities Conference
Councilmember Jinkens

1. Canceled attendance to League of California Cities Conference

2. Legislative Agenda

3. Need for Italian American Heritage Month Proclamation Mayor Bass

1. Attended League of California Cities Conference

2. Upcoming Tahoe Regional Planning Agency meeting
Adjournment
Mayor Bass adjourned the meeting at 11:06 p.m.
___________________________ Date:________________________ Cody Bass, Mayor
Attest:_________________________
Susan Blankenship, City Clerk
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
17 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:4
Agenda Item: Update to Records Management Program and Records Retention Schedule Executive Summary: The City's Records Retention Schedule has not been updated since 2018. It is necessary to update the Records Retention Schedule to reduce current and future records storage costs, eliminate duplication of effort, increase efficiency and take advantage of current technology and changes in law. The City Clerk selected Gladwell Governmental Services, Inc., an expert in local government records, to upgrade its records management program and retention schedules.

Requested Action / Suggested Motions: Pass a Resolution adopting a Records Retention Schedule, authorizing Destruction of Certain City Records, and authorizing updates to the Records Retention Schedule, without any further action by the City Council, with the consent of the Department Head, City Clerk, City Attorney and City Manager.

Responsible Staff Member: Susan Blankenship, City Clerk Reviewed and Approved By: Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report-Record Retention Policy.docx
02-Resolution - Records Retention Schedule.docx
03-Records Retention Schedule (Exh. A to Reso).pdf
04-Electronic Records Destruction Authorization Form - Copy.docx 05-Tangible Records Destruction Authorization Form.docx 18 Council Agenda Report- November 4, 2025 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Update to Records Management Program and Records Retention Schedules Location: Citywide
Responsible Staff Member: Susan Blankenship, City Clerk Background: The City’s Records Management Program and Records Retention Schedules were last updated October 16, 2018. An upgrade in the existing program was necessary to reduce current and future records storage costs, eliminate duplication of effort, increase efficiency and take advantage of current technology and changes in law. The City Clerk selected Gladwell Governmental Services, Inc., an expert in local government records, to upgrade its records management program and retention schedules.

Issue and Discussion: The upgrade of the current records management systems are driven by many factors, including:
 Very limited space in City facilities
 Many departments are filing and storing copies of the same records  South Lake Tahoe produces and manages many permanent records  Escalating records storage expenses
 Technology advancements
 Changes in law
The purpose of the program is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all records managed by the City.

The retention periods are in compliance with all laws and are standard business practice for California cities.

The new retention schedules were written interactively with representatives from all departments participating in the project. They provide clear, specific records descriptions and retention periods, and apply current law and technology to the management of City records. By identifying which department is responsible for maintaining the original record, and by establishing clear retention periods for different categories of records, South Lake Tahoe will realize significant savings in labor costs, storage costs, free filing cabinet and office space, and realize operational efficiencies.

It is standard business practice for California cities to authorize the routine destruction of records that have exceeded their adopted retention period, upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney (if applicable), which is provided in Section 1 of the Resolution. This will reduce costs and improve efficiency for the City.

It is also standard business practice for California cities to authorize updates to the schedule without further action of the City Council, which is provided in Section 2 of the Resolution. 19 Council Agenda Report- November 4, 2025 Page 2 of 2
Financial Implications: Future updates to Records Retention Schedules will be made by annual subscription with Gladwell Governmental Services, Inc., ensuring legal requirements are maintained for minimal cost through existing City Clerk budget.

Environmental Considerations: The proposed action is not a “project” subject to review under the California Environmental Quality Act (CEQA) under CEQA Guidelines section 15378(b)(5) (organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment).

Policy Implications: The updating of City’s Records Management Program and Records Retention Schedules aligns with the City Strategic Priority 2, Efficient Government. 20 Resolution 2025-XXX November 4, 2025 Page 1 of 2
Resolution 2025-XXX
Adopted by the City of South Lake Tahoe
City Council
November 4, 2025
Adopting a Records Retention Schedule, Authorizing Destruction of Certain City Records (Replacing Resolution 2018-112)

BACKGROUND
A. The City last updated the Records Retention Schedule on October 16, 2018.

B. It is necessary to update the Records Retention Schedule to reduce current and future records storage costs, eliminate duplication of effort, increase efficiency and take advantage of current technology and changes in law.

C. Section 34090 of the Government Code of the State of California provides a procedure whereby any City record which has served its purpose and is no longer required may be destroyed.

D. The maintenance of numerous records is expensive, slows document retrieval, and is not necessary after a certain period of time for the effective and efficient operation of the government of the City of South Lake Tahoe
BASED ON THE FACTS SET FORTH IN THE BACKGROUND, BE IT RESOLVED, that the City Council of the City of South Lake Tahoe:

1. Authorizes the records of the City of South Lake Tahoe, as set forth in the Records Retention Schedule Exhibit A, attached hereto and incorporated herein by this reference, to be destroyed as provided by Section 34090 et seq. of the Government Code of the State of California and in accordance with the provision of said schedule upon the request of the Department Head and with the consent in writing of the Department Head, City Clerk and City Attorney without further action by the City Council of the City of South Lake Tahoe.

2. Authorizes updates to the Records Retention Schedule to be made without any further action by the City Council, with the consent of the Department Head, City Clerk, City Attorney and City Manager.

3. Defines the term “records” as used herein to include documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers; as defined by the California Public Records Act.

Adopted by the City of South Lake Tahoe City Council on November 4, 2025, by the following vote:

Yes:

No:

Absent:
21 Resolution 2025-XXX November 4, 2025 Page 2 of 2
Abstain:
________________________ Date:_________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, City Clerk
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
22 HOW TO USE RETENTION SCHEDULES
©1995-2025 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 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 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).”
23 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
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) 24
Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Lead Dept. CW-001
Affidavits of Publications / Affidavits of Posting
Notices / Legal Advertising / Notices / Proofs of
Publications / Public Hearing Notices
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Brown Act challenges must be filed within
30 or 90 days of action; Statute of
Limitations on Municipal Government
actions is 3 - 6 months; GC §§34090,
54960.1(c)(1)
Lead Dept.
(Administering
the Agreement
or Contract)
CW-002
Agreements / Contracts: ADMINISTRATION
(NO Grant Funding)
(Project Administration, Insurance Certificates,
RFP - Request for Proposal or Successful
Proposal, Certified Payrolls, etc.)
Send All Original Agreements or Contracts
and Insurance Certificates to the City Clerk
Completion +
10 years
Yes: Before
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City preference; Covers E and O Statute
of Limitations; Statute of Limitations:

Contracts and Spec's=4 years,
Developers=comp. + 10 years; CCP §337
et. seq., GC §34090
Lead Dept.

Managing the
Agreement or
Contract
CW-003
Agreements / Contracts: ADMINISTRATION
(WITH Grant Funding)
(Project Administration, IRFP - Request for
Proposal or Successful Proposal, Certified
Payrolls, etc.)
Send All Original Agreements or Contracts
and Insurance Certificates to the City Clerk
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
Some grant funding agencies require
audits; Statute of Limitations for Errors
and Omissions is 10 years; Statute of
Limitations: Contracts and Spec's=4
years, Developers=comp. + 10 years;
CCP §337 et. seq., 2 CFR 200.334; 24
CFR 91.105(h), 92.505, and 570.502(b),
29 CFR 97.42; OMB Circular A-133GC
§34090
Lead Dept.
(Administering
the Bid
Process)
CW-004
Agreements / Contracts:

UNSUCCESSFUL BIDS, PROPOSALS or
RESPONSES to RFPs (Request for Proposals)
/ RFQs (Request for Qualifications) that don't
result in a contract
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Finance / Purchasing retains the originals
of Formal procurements; Includes
unopened bids; GC §34090
CITY-WIDE (Used by ALL Departments)
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
25 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by ALL Departments)
Lead Dept. CW-005
Boards, Commissions, Committees: External
Organizations / Regional Boards and
Commissions - Agendas, Minutes,
Resolutions, or other documents
(e.g. County Board of Supervisors)
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Non-records
Staffing Dept. CW-006
Boards, Committees, Commissions, Advisory
Bodies: All Citizen Advisory Bodies Created
by the City Council
AGENDAS and STAFF REPORTS
Minimum 2
years
Yes: Prior to
meeting
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Staffing Dept. CW-007
Boards, Committees, Commissions, Advisory
Bodies: Recordings, Audio / AUDIO
RECORDINGS: All Citizen Advisory Bodies
Created by the City Council
Minimum 2
years
Mag Department preference; Audio Required
for 30 days; GC §54953.5(b)
Staffing Dept. CW-008
Boards, Committees, Commissions, Advisory
Bodies: All Citizen Advisory Bodies Created
by the City Council

MINUTES
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090(e)
Staffing Dept. CW-009
Boards, Committees, Commissions, Advisory
Bodies: Recordings, Video / VIDEO
RECORDINGS: All Citizen Advisory Bodies
Created by the City Council
Minimum 2
years
Mag
Department preference; video recordings
of meetings are required for 90 days; GC
§34090.7
Staffing Dept. CW-010
Committees: Employee Committees,
Employee Staff Meetings / Department Staff
Meetings

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

Staffing Dept. CW-011
Committees: Subcommittees of the City
Council (Ad-Hoc / Standing Committees)

AGENDAS, MINUTES
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
All actions are made by the City Council;
GC §34090
Lead
(Responding)
Dept.

CW-012 Complaints / Concerns from Citizens
(Excludes Police Officers)
Minimum 2
years

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

QC & OD
City preference; Claims must be filed in 6
months; CCP §§338 et seq., 340 et seq.,
342, GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
26 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by ALL Departments)
Lead Dept. CW-013 Copies or duplicates of any record
Copies -
When No
Longer
Required

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090.7
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. e-mail / email with SUBSTANTIVE content,
Letters, Memorandums, Administrative Files,
General Files, etc.)
SUBSTANTIVE synonyms: Significant,
Meaningful, Considerable, Essential
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, 2 Cal. 5th 608 (2017). GC
§34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
27 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

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

Mag,
Ppr
Electronic and paper records are
categorized, filed and retained based
upon the CONTENT of the record.

Records where either the Content
relates in a SUBSTANTIVE way to the
conduct of the public's business, or
ARE made or retained for the purpose of
preserving the informational content for
future reference are SAVED by placing
them in an electronic or paper (project)
file folder and retained for the
applicable retention period. If not
mentioned here, consult the City Attorney
to determine if a record is considered
transitory / preliminary draft. GC §§34090,
7927.500, 7928.705.; 64 Ops. Cal. Atty.

Gen. 317 (1981)); City of San Jose v.

Superior Court, 2 Cal. 5th 608 (2017).

Lead Dept. CW-016 Developer Deposit Accounts / Developer Impact Fee Accounts (Escrow Accounts)
Closed + 5
years
Yes: Until
Maturity
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; (meets municipal
government auditing standards); GC
§34090
Lead Dept. CW-017 Drafts / Notes: Drafts that are revised (retain final version)
When No
Longer
Required

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

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

GC §§34090, 7927.500, 7928.705
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
28 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

Lead Dept. CITY-WIDE (Used by ALL Departments)
(Managing the
Grant)
CW-018 Grant Applications funded by the City's General
Fund 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Finance maintains payable information in
Accounts Payable; GC §34090
Lead Dept.
(Managing the
Grant)
CW-019 Grants (UNSUCCESSFUL Applications,
Correspondence) 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept.
(Managing the
Grant)
CW-020
Grants / CDBG Administration (Community
Development Block Grant) / Reimbursable
Claims / FEMA Reimbursements / OES
Reimbursements (SUCCESSFUL Reports,
other records required to pass the funding
agency's audit, if required)
Applications (successful), copy of grant
agreement, copies of invoices, program rules,
regulations and procedures, reports to grant
funding agencies, correspondence, audit
records, completion records
After Funding
Agency Audit,
if required -
Minimum 5
years

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

QC & OD
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, and
570.502(a&b), 29 CFR 97.42; OMB
Circular A-110 and A-133; GC §34090
Lead Dept. CW-021 Newspaper Clippings
When No
Longer
Required

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

QC & OD
Non-records - may be obtained from the
newspaper company; GC §34090
Human
Resources CW-022
Personnel Files (Department Copies)
Send all originals to Human Resources
Except Police Department
Send All
Originals to
Human
Resources
Before
Annual
Evaluation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Originals are retained by Human
Resources; GC §34090.7
Lead Dept. CW-023 Personnel Files (Supervisor's Notes)
Shred After
Incorporation
into
Performance
Evaluation or
Documented
Discipline
Before
Annual
Evaluation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Notes maintained in a separate folder to
be incorporated into performance
evaluation, or to document progressive
discipline; GC §34090 et seq.

SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
29 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by ALL Departments)
Lead Dept. CW-024 Photographs
When No
Longer
Required

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

QC & OD
Preliminary Drafts (retention is placed on
the final record in which the photograph is
published in, if any); destroy unnecessary
photographs. GC §§34090, 7927.500
Lead Dept.
(Who Uses the
Vehicle)
CW-025
Pre-Trip Inspections / Vehicle Safety Checks /
Daily Vehicle Inspections / Daily Equipment
Checks
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
13 CCR 1234(e); VC 34505.5(c); 49 CFR
396.11; GC §34090
Lead Dept. CW-026 Public Relations / Press Releases Minimum 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Lead Dept.
(Who Ordered
the Appraisal)
CW-027 Real Estate Appraisal Reports: Property NOT
purchased, Loans not funded, etc. 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not accessible to the public; GC §§34090,
7928.705
Lead Dept.
(Who Ordered
the Appraisal)
CW-028 Real Estate Appraisal Reports: Purchased
Property, Funded Loans
Minimum 5
years
Yes: Before
Purchase
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not accessible to the public until purchase
has been completed; meets grant auditing
requirements; 2 CFR 200.334; 24 CFR

91.105(h), and 570.502(b); 29 CFR 97.42,
GC §34090
Lead Dept. CW-029
Reference Materials: Policies, Procedures,
Brochures, Flyers, Handbooks, Manuals,
Newsletters, Plans / Strategic Plans, Plans (if
not provided in the schedule.) Standard
Operating Procedures (SOPs), Studies /
Reports (if not provided in the schedule.): etc.:

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

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Non-Records
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
30 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by ALL Departments)
Lead Dept. CW-030
Reference Materials: Internal Policies,
Procedures, Brochures, Flyers, Handbooks,
Manuals, Newsletters, Plans / Strategic Plans,
Plans (if not provided in the schedule.)
Standard Operating Procedures (SOPs),
Studies / Reports (if not provided in the
schedule.): etc.: Produced by YOUR
Department
Minimum 2
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Lead Dept. CW-031
Reference Materials: Policies, Procedures,
Brochures, Flyers, Handbooks, Manuals,
Newsletters, Administrative Policies, Plans /
Strategic Plans, Plans (if not provided in the
schedule.) Standard Operating Procedures
(SOPs), Studies / Reports (if not provided in the
schedule.): etc.: Produced by OTHER
Departments
When
Superseded
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Copies; GC §34090.7
Lead Dept. CW-032 Reports / Studies (Historically significant - e.g., Zoning Studies) P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Administratively and Historically
significant, therefore retained
permanently; GC §34090
Lead Dept. CW-033 Reports / Studies (other than Historically significant - e.g. Annual Reports) 10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Information is
outdated after 10 years; If historically
significant, retain permanently; GC
§34090
Lead Dept. CW-034 Special Projects / Subject Files / Issue Files Minimum 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

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

Lead Dept. CW-035
Surveys / Questionnaires (that the City issues).

If a summary of the data is compiled, the survey
forms are considered a draft or transitory
record, and can be destroyed as drafts (When
No Longer Required)
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
31 Ver. 6.0 RECORDS RETENTION SCHEDULE: CITY-WIDE STANDARDS (Used by ALL Departments)
Page CW-8
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

I=Import
M=Mfr
S=Scan
Destroy
Paper after
Imaged &
QC'd?
Comments / Reference
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, public records act requests, and/or investigations suspend normal retention periods (retention resumes after settlement or completion).

CITY-WIDE (Used by ALL Departments)
Lead Dept. CW-036 Training Database
Indefinite -
Minimum 5
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Data is interrelated; GC §34090 et seq.

Lead Dept. CW-037
Training Presented by City Staff - COURSE

RECORDS
(Attendance Rosters or Sign-in Sheets, Outlines
and Materials; includes Ethics, Harassment,
and Safety. Workplace Violence Training,
Tailgates)
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Meets OSHA
requirements; Ethics, Harassment and
Workplace Violence Training is 5 years;
EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer,
selection, or discharge; State Law
requires 4 years for personnel actions; 8
CCR §3203 et seq., 29 CFR 1627.3(b)(ii),
LC §6429(c);LC §6401.9(f), GC §§12946,
12960, 34090, 53235.2(b), 53237.2(b) LC
§6401.9(f)
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
32 Ver.2.0 RECORDS RETENTION SCHEDULE: CITY ATTORNEY
(Risk Management)
Page CA-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY ATTORNEY
City Attorney CA-001 Amicus Briefs Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC §34090
City Attorney CA-002 City Attorney Opinions P
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC §34090
City Attorney CA-003
Lawsuits / Litigation - May include
correspondence, pleadings, transcripts,
appeals, Court Decisions, etc.

Send all Settlement Agreements to the City
Clerk
Minimum
Final
Resolution
+ 5 years
Yes: Until
Resolution
Mag,
Mfr, OD,
Ppr
S
Yes:

After QC
& OD
Department Preference; Meets municipal
government auditing standards; Statute of
Limitations is 4 years; CCP §§337 et seq., 343;
GC §34090,
City Attorney CA-004 Legal Advice Files / Subject / Departmental Files
Minimum 5
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC §34090
City Attorney CA-005 Pitchess Motions 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090

CITY ATTORNEY/ RISK MANAGEMENT
City Attorney /
Risk
Management
CA-006 Accident / Incident Reports - Members of
the Public injured on City property 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
GC §34090
City Attorney /
Risk
Management
CA-007 Actuarial Reports 5 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; Retained to match
meets municipal government auditing standards;
GC §34090
City Attorney /
Risk
Management
CA-008 Claim for Damages / Claims Against the
City
Final
Resolution
+ 5 years
Yes: Until
Resolution
Mag,
Mfr, OD,
Ppr
S
Yes:

After QC
& OD
Department Preference; Meets municipal
government auditing standards; Statute of
Limitations is 4 years; CCP §§337 et seq., 343;
GC §34090,
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
33 Ver.2.0 RECORDS RETENTION SCHEDULE: CITY ATTORNEY
(Risk Management)
Page CA-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

City Attorney /
Risk
Management
CA-009
Claims to Recover Funds for the City:

Subrogation Claims:/ Property Damage
Claims / Restitution / Recovery of Damages
to City Property / City's Invoices to
Insurance Companies
Final
Resolution
+ 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; GC §34090
City Attorney /
Risk
Management
CA-010 Insurance Policies -
General Liability, Workers Compensation P
Yes: Until
Paid
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; Covers longest possible
statute of limitations; CCP §337 et seq.; 8 CCR
§3204(d)(1) et seq., 8 CCR 5144, 8 CCR
15400.2; 29 CFR 1910.1020(d)(1)(i); GC §§
911.2, 34090
City Attorney /
Risk
Management
CA-011 Insurance Policies -
Property, Fire, Theft, etc. P
Yes: Until
Paid
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; Covers statute of
limitations for contracts; CCP §337 et seq.; GC
§34090
City Attorney /
Risk
Management
CA-012 OSHA Citations and Inspections 7 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; OSHA requires 5 years
(State is required to retain theirs 7 years); State
law requires 2 years; 8 CCR §3203(b)(1), OMB
1220-0029; GC §34090; LC §6429c
City Attorney /
Risk
Management
CA-013 OSHA Logs - 200, 300, 301, 301A 7 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; OSHA requires 5 years
(State is required to retain theirs 7 years); State
law requires 2 years; 8 CCR §3203(b)(1), OMB
1220-0029; GC §34090; LC §6429c
City Attorney /
Risk
Management
CA-014
Workers Compensation Claims (Includes all
Accident, Incident, or Injury Reports from
Employees)
Separation
+ 30 years
OR
Termination
of Benefits
+ 30 years,
Whichever
is Longer
Yes: Until
Separation
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Claims can be made for
30 years for toxic substance exposure; 8 CCR
§3204(d)(1) et seq., 8 CCR 5144, 8 CCR
15400.2; 29 CFR 1910.1020(d)(1)(i), GC
§§12946, 12960, 34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
34 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

City Clerk CC-001
Agenda Packets: City Council, South Tahoe
Redevelopment Successor Agency (STRSA)
and Oversight Board, South Tahoe Joint
Powers Financing Authority (STJPFA), South
Tahoe Joint Powers Parking Financing
Authority. (STJPPFA), South Tahoe Transit
Joint Powers Authority, South Tahoe Transit
Joint Powers Authority (STTJPA), Building
Board of Appeals
Includes Appeals to City Council, Budgets,
Annual Financial Reports (CAFR, ACFR)
P
Yes: Prior to
meeting
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-002
Agenda Packets: Boards and Commissions:

Airport Land Use Commission, Arts, Culture,
and Tourism Commission, Building Board of
Appeals, Independent Citizens Oversight
Committee, Parks and Recreation
Commission, Planning Commission, Police
Advisory Commission
Includes Appeals to Boards and Commissions
P
Yes: Prior to
meeting
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk CC-003
Agreements / Contracts, Amendments - ALL
Agreement or Contract includes all contractual
obligations (e.g. Scope of Work, all
attachments and exhibits), and all Insurance
Certificates
P
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; All infrastructure
contracts should be permanent for emergency
response; Statute of Limitations is 10 years for
Errors and Omissions; 4 years for all contracts;
CCP §§337. 337.1(a), 337.15, 343; GC
§34090, Contractor has retention requirements
in 48 CFR 4.703(a)
City Clerk CC-004 Appeals Denied, Not Timely Filed,
Correspondence 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 City Clerk CC-005 Board and Commission / Committee Maddy Act Lists / Vacancy Notices 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090

CITY CLERK
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
35 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY CLERK
City Clerk CC-006
Board and Commission / Committee
Recruitment / Applications (All, whether
appointed or not)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk CC-007 City Articles of Incorporation P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Attorney
/ Risk
Management
CC-008 Claim for Damages Forms 2 years Yes: Until
Resolution
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
City Attorney / Risk Manager is Office of
Record; GC §34090
City Clerk CC-009
COIs / Certificate of Insurance / Insurance
Certificates that can't be matched to an
agreement or contract, but vendor may be
doing business with the City
(excludes non-records - those companies that
are not currently doing business with the City)
11 years Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Statute of Limitations
is 10 years for Errors and Omissions; CCP
§§337. 337.1(a), 337.15, 343; GC §34090
City Clerk CC-010
COIs / Certificate of Insurance / Insurance
Certificates that can't be matched to an
agreement or contract, NOT a current vendor
of the City
When No
Longer
Required
Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Not a City record
City Clerk CC-011 Facility Use Requests for City Council Chambers 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 City Clerk CC-012
FPPC Economic Interest Filings (FPPC 700
Series Forms - Statement of Economic
Interests): DESIGNATED EMPLOYEES and
CONSULTANTS (specified in the City's
Conflict of Interest code)
Date Filed +
7 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC
City maintains original statements; GC
§81009(e)and(g)
City Clerk CC-013
FPPC Economic Interest Filings (FPPC 700
Series Forms - Statement of Economic
Interests): PUBLIC OFFICIALS / 87200 Filers
(elected and not elected. Includes City
Council, Planning Commission Members, City
Manager, City Treasurer and City Attorney)
Date Filed +
7 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC
Standard municipal government practice; City
maintains copies only; original statements are
filed with FPPC; GC §81009(f)and(g)
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
36 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY CLERK
City Clerk CC-014 FPPC Form 801 (Gift to Agency Report) 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC Must post on website; GC §81009(e) City Clerk CC-015 FPPC Form 802 (Event Ticket / Pass
Distributions Agency Report) 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC Should post on website for 4 years; GC
§81009(e)
City Clerk CC-016 FPPC Form 803 (Behested Payment Report) 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC GC §81009(e)
City Clerk CC-017 FPPC Form 806 (Agency Report of Public Official Appointments) 7 years Mag, Mfr, OD, Ppr S / I Yes: After QC Must post on website; 2 CCR 18705.5; 2 CCR
18702.5(b)(3); GC §34090; GC §81009(e)
City Clerk /
Elections CC-018
Campaign Filings (FPPC 400 Series Forms
and Form 501): SUCCESSFUL
CANDIDATES (Elected Officials)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC GC §81009(b)and(g)
City Clerk /
Elections CC-019
Campaign Filings (FPPC 400 Series Forms):

THOSE NOT REQUIRED TO FILE ORIGINAL
WITH CITY CLERK (copies)
4 years Mag, Mfr,
OD, Ppr S / I Yes: After QC GC §81009(f)and(g)
City Clerk /
Elections CC-020
Campaign Filings (FPPC 400 Series Forms):

OTHER COMMITTEES (PACS - not candidatecontrolled)
7 years Mag, Mfr,
OD, Ppr S / I Yes: After QC GC §81009(c)and(g)
City Clerk /
Elections CC-021
Campaign Filings (FPPC 400 Series Forms,
501 Form): UNSUCCESSFUL

CANDIDATES
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; GC
§81009(b)and(g)
City Clerk /
Elections CC-022
Candidate File: Nomination Papers,
Candidate Statement Forms, Ballot
Designation Forms, etc. - SUCCESSFUL

CANDIDATES
Term of
Office + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; CA law states term of
office and 4 years after the expiration of term
and does not delineate between the two; EC
§17100
City Clerk /
Elections CC-023
Candidate File: Nomination Papers,
Candidate Statement Forms, Ballot
Designation Forms, etc. - UNSUCCESSFUL

CANDIDATES
Election + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
CA law states term of office and 4 years after
the expiration of term and does not delineate
between the two; EC §17100

CITY CLERK / ELECTIONS
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
37 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY CLERK
City Clerk /
Elections CC-024
Elections - GENERAL, WORKING or
ADMINISTRATION Files (Correspondence,
Applications to fill a Vacancy on the City
Council, Arguments, Precinct Maps, County
Election Services, Candidate Statements to be
printed in the Sample Ballot, Polling Locations
and Precinct Board Members, Notices,
Postings, etc.)
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk /
Elections CC-025
Elections - HISTORICAL Files (Copies of
Sample Ballot, Copy of Resolution Declaring
Results, etc.)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 City Clerk /
Elections CC-026 Elections - Petitions (Initiative, Recall, Referendum) - IF INSUFFICIENT Final
Examination
+ 1 year
after petition
examination
Ppr
Not accessible to the public; The 8 month
retention applies after election results, or final
examination if no election, unless there is a
legal or FPPC proceeding. EC §§17200(b)(3),
17400
City Clerk /
Elections CC-027 Elections - Petitions (Initiative, Recall or Referendum) - IF SUFFICIENT Results + 8
months Ppr
Not accessible to the public; The 8 month
retention applies after election results, or final
examination if no election, unless there is a
legal or FPPC proceeding. EC §§17200(b)(3),
17400
(End of Elections Section)
City Clerk CC-028
Ethics Training Certificates / Harassment
Prevention Training Certificates for City
Council, Board and Commission Members
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §§ 3105, 12946, 12960, 34090, 53235.2(b) City Clerk CC-029 Film Permits Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk CC-030
Historical Records / Archives, Photographs,
and Historical Projects (e.g. City
Anniversaries, Incorporation, City Seal,
Awards of significant historical interest, Grand
Openings, Historically significant litigation,
etc.)
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
City Clerk determines historical significance;
records can address a variety of subjects and
media. Some media (e.g. audio and video
tape) may be limited because of the media's
life expectancy; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
38 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY CLERK
City Clerk CC-031
Minutes: City Council, South Tahoe
Redevelopment Successor Agency (STRSA),
South Tahoe Joint Powers Financing Authority
(STJPFA), South Tahoe Joint Powers Parking
Financing Authority. (STJPPFA), South Tahoe
Transit Joint Powers Authority (STTJPA),
Building Board of Appeals
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(e)
City Clerk CC-032
Minutes: Boards and Commissions:

Airport Land Use Commission, Arts, Culture,
and Tourism Commission, Building Board of
Appeals, Independent Citizens Oversight
Committee, Parks and Recreation
Commission, Planning Commission, Police
Advisory Commission
P
Yes: Prior to
meeting
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(e)
City Clerk CC-033 Ordinances P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(e)
City Clerk CC-034
Petitions (submitted to Council on any subject -
Dog Parks, Parking, Traffic Calming, etc.)
See Elections for Initiative, Recall or
Referendum Petitions
1 year Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Law requires 1 year for petitions; GC §50115 City Clerk CC-035 Proclamations and Commendations 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk CC-036 Prop. 218 (Property-based fees - Solid Waste Fees: Protest Letters / Ballots, Tabulation 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §53753(e)(2)
City Clerk CC-037
Public Records Requests / Subpoenas Duces
Tecum / Summons (excludes some Police
requests)
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk CC-038
Recorded Documents (City-owned property or
former Redevelopment-owned property):

Deeds, Easements, Final Order of
Condemnation, Full Reconveyance, Liens and
Releases, Notice of Completion, Rights of
Way
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(a)
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
39 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY CLERK
City Clerk CC-039
Recordings, Audio (Audio Recordings): City
Council, South Tahoe Redevelopment
Successor Agency (STRSA), South Tahoe
Joint Powers Financing Authority (STJPFA),
South Tahoe Joint Powers Parking Financing
Authority. (STJPPFA), South Tahoe Transit
Joint Powers Authority (STTJPA), Building
Board of Appeals
P Mag
Department preference; Audio Required for 30
days; GC §54953.5(b); video recordings of
meetings are required for 90 days; GC
§34090.7
City Clerk CC-040
Recordings. Video (Video Recordings): City
Council, South Tahoe Redevelopment
Successor Agency (STRSA), South Tahoe
Joint Powers Financing Authority (STJPFA),
South Tahoe Joint Powers Parking Financing
Authority. (STJPPFA), South Tahoe Transit
Joint Powers Authority (STTJPA), Building
Board of Appeals
P Mag
Department preference; Audio Required for 30
days; GC §54953.5(b); video recordings of
meetings are required for 90 days; GC
§34090.7
City Clerk CC-041
Recordings, Audio (Audio Recordings):

Boards and Commissions:

Airport Land Use Commission, Arts, Culture,
and Tourism Commission, Building Board of
Appeals, Independent Citizens Oversight
Committee, Parks and Recreation
Commission, Planning Commission, Police
Advisory Commission
P
Yes: Prior to
meeting
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Audio Required for 30
days; GC §54953.5(b); video recordings of
meetings are required for 90 days; GC
§34090.7
City Clerk CC-042
Recordings, Video (Video Recordings):

Boards and Commissions:

Airport Land Use Commission, Arts, Culture,
and Tourism Commission, Building Board of
Appeals, Independent Citizens Oversight
Committee, Parks and Recreation
Commission, Planning Commission, Police
Advisory Commission
P
Yes: Prior to
meeting
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Audio Required for 30
days; GC §54953.5(b); video recordings of
meetings are required for 90 days; GC
§34090.7
City Clerk CC-043 Records Destruction Authorization Forms and Certifications (All Departments) 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC'd & OD Department preference; GC §34090 SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
40 Ver. 7.0 RECORDS RETENTION SCHEDULE: CITY CLERK
(Elections)
Page CC-7
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

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

CITY CLERK
City Clerk CC-044
Resolutions: City Council, South Tahoe
Redevelopment Successor Agency (STRSA),
South Tahoe Joint Powers Financing Authority
(STJPFA), South Tahoe Joint Powers Parking
Financing Authority. (STJPPFA), South Tahoe
Transit Joint Powers Authority (STTJPA),
Building Board of Appeals
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(e)
City Clerk CC-045
Resolutions: Boards and Commissions:

Airport Land Use Commission, Arts, Culture,
and Tourism Commission, Building Board of
Appeals, Independent Citizens Oversight
Committee, Parks and Recreation
Commission, Planning Commission, Police
Advisory Commission
P
Yes: Prior to
meeting
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090(e)
Finance CC-046 Travel Records / Expense Reports - Council Members, City Clerk Employees
Copies -
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090.7

FORMER REDEVELOPMENT AGENCY
City Clerk /
Former
Redevelop,
CC-047
Redevelopment Projects / Project Areas
(AFTER all original Recorded Documents
are in City Clerk's Records, Planning has all
final Environmental Documents,
Engineering has any CIP Projects)
Completion
+ 10 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Public Works
/ Engineering CC-048
Redevelopment Projects / Project Areas
CIP Projects built by Redevelopment
Agency, if any
Send to
Engineering
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Community
Development
/ Planning
CC-049
Redevelopment Projects / Project Areas
Environmental Documents / CEQA Permits,
EIRs, Categorical Exemptions, Negative
Declarations, etc.

Send to
Planning
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
41 Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY MANAGER
(Communications, Data Innovation, Economic Development, SLT-TV, Sustainability, Transit) Page CM-1
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

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

CITY MANAGER
City Manager CM-001
Legislative Advocacies, Support or
Opposition to proposed Federal or State
Legislation IF NOT IN THE COUNCIL

AGENDA PACKET
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; GC §34090
City Manager CM-002 Project Files / Subject Files (Subject will change over time)
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

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

Finance CM-003 Travel Records / Expense Reports - City
Manager Employees
Copies -
When No
Longer
Required

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

After QC
& OD
GC §34090.7

CITY MANAGER / COMMUNICATIONS AND PIO
City Manager /
Commun. and
PIO
CM-004 Press Releases / Media Releases
(Excludes Fire and Police) 2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After
QC'd &
OD
GC §34090 et seq.

CITY MANAGER / DATA AND INNOVATION
City Manager /
Data and
Innovation
CM-005 Data and Innovation Projects
When No
Longer
Required
Yes
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Preliminary drafts not retained in the ordinary
course of business / Content Not Substantive;
GC §34090 et seq.

City Manager /
Data and
Innovation
CM-006 Performance Measurement Program,
Dashboard, etc.

When No
Longer
Required
Yes
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Preliminary drafts not retained in the ordinary
course of business / Content Not Substantive;
GC §34090 et seq.

City Manager /
Data and
Innovation
CM-007 GIS Database / Data / Layers (both Citywide and Specialized) When No
Longer
Required
Yes
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
The Department determining the content of
each layer should direct the saving of
historical layers of data or documents prior to
replacing the data if they require the data or
output for historical purposes; other data can
be superseded; GC §34090 et seq.

SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
42 Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY MANAGER
(Communications, Data Innovation, Economic Development, SLT-TV, Sustainability, Transit) Page CM-2
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

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

CITY MANAGER / ECONOMIC DEVELOPMENT
City Manager /
Economic
Develop
CM-008
Community and Stakeholder Engagement /
Public Outreach and Engagement /
Marketing and Promotion
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; GC §34090
City Manager /
Economic
Develop
CM-009
Economic Development Projects: Business
Recruitment, Expansion, or Retention,
Small Business and Entrepreneur
programs, Commercial Project Proposals
and Approvals, Economic Reports and
Market Analyses (e.g., retail studies,
demographic reports)
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S/I
Yes:

After QC
& OD
Department preference; GC §34090
CITY MANAGER / SLT-TV / Channel 21 / PEG (Public, Educational, and Government) CHANNEL City Manager /

SLT-TV /
Channel 21 /
PEG Channel
CM-010 South Lake Tahoe Television (SLT-TV)
Programming, Production and Scheduling
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I
Yes:

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

City Manager /

SLT-TV /
Channel 21 /
PEG Channel
CM-011
South Lake Tahoe Television (SLT-TV)
Video Footage: Historical events and
programming
P
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After
QC'd &
OD
When content is of historic significance; GC
§34090.7
City Manager /

SLT-TV /
Channel 21 /
PEG Channel
CM-012
South Lake Tahoe Television (SLT-TV)
Video Media -Bulletin Board, Events,
Programs, Interviews (DVD and Video) -
Not public meetings - See City Clerk or
Planning
2 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After
QC'd &
OD
GC §34090 et seq.

SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
43 Ver. 3.0 RECORDS RETENTION SCHEDULE: CITY MANAGER
(Communications, Data Innovation, Economic Development, SLT-TV, Sustainability, Transit) Page CM-3
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

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

CITY MANAGER / SUSTAINABILITY
City Manager /
Sustainability CM-013
Climate Action Plan Implementation,
Greenhouse Gas Reduction, Meetings,
Meeting Agendas, etc.

Any construction projects are retained by
Public Works / Engineering
Minimum 10
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC §34090
City Manager /
Sustainability CM-014
Solid Waste Recycling / AB 939
Compliance / SB 1383 Compliance
(Organic Waste Collection and Recycling) .

CalRecycle Annual Waste Diversion Report
/ CalREcycle Report, etc.
10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; SB 1383 compliance
is required for 5 years; Low-Carbon Fuel
Standard regulations credits can be received
for 10 years, and are eligible for an extension;
14 CCR § 18995;.2 H and S §39730.7; GC
§34090
City Manager /
Sustainability CM-015
Solid Waste Reports to Regulatory
Agencies (California Integrated Waste
Management Board, etc.)
10 years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC §34090
City Manager /
Sustainability CM-016 Solid Waste Services / Hauler Quarterly Reports 10 years Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department Preference; GC §34090

CITY MANAGER / TRANSIT
City Manager /
Transit CM-017
Coordination, Liaison to Tahoe
Transportation District (TTD) and South
Tahoe Transit Joint Powers Authority (JPA)
Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I
Yes:

After QC
& OD
Department preference; GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
44 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-1
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

DEVELOPMENT SERVICES / BUILDING
Develop.

Services /
Building
DEV-001 Building Permit Database (Central Square) Indefinite (Permanent) Yes (all) Mag Department Preference - Data is interrelated; GC §34090, H&S §19850 Develop.

Services /
Building
DEV-002
Address Files / Building Permits
(Construction Notices, Compliance Orders, Stop
Work Orders, etc.)
P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Statewide
guidelines propose permanent; GC
§34090, H&S §19850
City Clerk DEV-003
Building Board of Appeals

AGENDAS, STAFF REPORTS, AUDIO

RECORDINGS / VIDEO RECORDINGS,

MINUTES, RECORDINGS, AUDIO,

RECORDINGS, VIDEO
Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD City Clerk retains originals; GC §34090.7
Develop.

Services /
Building
DEV-004 Building Plans - Cancelled or Withdrawn
(Permit never issued)
Upon
Cancellation
or withdrawal

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

QC & OD
Department preference; Preliminary
drafts not retained in the ordinary course
of business; CBC §104.7; H&S§19850,
GC §34090
Develop.

Services /
Building
DEV-005 Building Plans - Expired (Permit never issued) P Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; CBC §104.7;
H&S§19850, GC §34090
Develop.

Services /
Building
DEV-006
Building Plans - Finalled - INDUSTRIAL,

COMMERCIAL, MULTI-FAMILY DWELLINGS,

PLACES OF PUBLIC ACCOMMODATION,

TENANT IMPROVEMENTS
P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; Law requires for
the life of the building for commercial and
common interest dwellings only;
Statewide guidelines propose 2 years for
blueprints & specifications; CBC 104.7 &
107.5, H&S§19850, GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
45 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-2
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Develop.

Services /
Building
DEV-007
Building Plans - Finalled - SINGLE FAMILY
RESIDENTIAL - SFR and APPURTENANCES
(after 2017, when electronic filing was
implemented.)
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Site Plans Only
for dwellings less than 2 stories, garages
& appurtenances, farms/ranches, 1-story
with bearing walls less than 25'; CBC
requires 180 days from completion date;
CBC 104.7 & 107.5, H&S§19850, GC
§34090
Develop.

Services /
Building
DEV-008 Certificate of Occupancy (CofO) P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Develop.

Services /
Building
DEV-009 Plan Check Comments When Permit
is Finalled
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Preliminary Drafts; GC §34090
Develop.

Services /
Building
DEV-010 Reports: Building Activity
When No
Longer
Required

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

QC & OD
Preliminary Drafts (the database is the
original); GC §34090
Develop.

Services /
Building
DEV-011 Requests & Permissions to Receive Copies of
Plans (to and from Architects) 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Develop.

Services /
Building
DEV-012 Uniform Building Codes / California Building
Codes
Minimum
until
Ordinance is
no Longer in
Effect
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §50022.6

DEVELOPMENT SERVICES / HOUSING
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
46 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-3
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Develop.

Services /
Housing
DEV-013
CDBG Administration (Community Development
Block Grant) (SUCCESSFUL Reports, other
records required to pass the funding agency's
audit, if required)
Applications (successful), copy of grant
agreement, copies of invoices, program rules,
regulations & procedures, reports to grant funding
agencies, correspondence, audit records,
completion records
After Funding
Agency
Audit, if
required -
Minimum 5
years

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

QC & OD
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&b), 29 CFR 97.42; OMB
Circular A-110 & A-133; GC §34090
Develop.

Services /
Housing
DEV-014
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 +
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Required for 5 years; 24 CFR 91.105(h);
GC §34090
Develop.

Services /
Housing
DEV-015
Housing Programs: Affordable Housing Projects,
Lead-Based Paint, Rehabilitation, CDBG-funded
Housing Projects, etc.

WITH a Recapture / Resale Restriction / WITH
Affordability Restriction
5 years after
the
Affordability
Period
Terminates,
or the Written
Agreement
Terminates,
Whichever is
Longer

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

QC & OD
HUD requires 5 years after the project
completion; documents imposing
recapture / resale restrictions are 5 years
after the affordability period terminates;
Uniform Admin. Requirements for Grants
to Local Governments is 3 years from
expenditure report; 2 CFR 200.334; 24
CFR 92.508(a)(c)(2); 29 CFR 97.42, GC
§34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
47 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-4
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Develop.

Services /
Housing
DEV-016
Housing Programs: Affordable Housing Projects,
Lead-Based Paint, Rehabilitation, CDBG-funded
Housing Projects, etc.

WITHOUT a Recapture / Resale Restriction
Loan Pay-off
OR
Forgiveness
+ 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
HUD requires 5 years after the
agreement terminates; Consistent with
Consolidated Plan Requirements;
Required for 3-4 years from expenditure
or performance report; 24 CFR 85.42,

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

DEVELOPMENT SERVICES / PLANNING
Lead Dept. DEV-017 Permit Database (Central Square) Indefinite (Permanent) Yes (all)
Mag,
Mfr, OD,
Ppr
S/I Yes: After

QC & OD
Department Preference - Data is
interrelated and contains Building Permits
and other Permanent Records; GC
§34090, H&S §19850
Develop.

Services /
Planning
DEV-018 Annexations / Boundaries / Consolidations /

LAFCO P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
48 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-5
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Develop.

Services /
Planning
DEV-019
Planning Projects - Discretionary & Ministerial
- APPROVED Permanent Entitlements & Permits
(Includes Applications, CEQA Noticing,
Conditions of Approval, Environmental
Determinations, Staff Reports, Plans, Soils
Reports, etc.)
Examples:

Conditional Use Permits (CUPs)
Development Permit
General Plan / General Plan Amendments
Lot Line Adjustment
Rezones
Sign Permits
Specific Plan
Tentative Subdivision Maps / Parcels Maps
Use Permits
Variance
Zoning Clearance
Zoning Ordinance / Updates
P Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); GC §34090,
34090.7
Develop.

Services /
Planning
DEV-020
Planning Projects - Discretionary & Ministerial
- Applications that are EXPIRED, WITHDRAWN,
or No Action
Minimum 2
years
Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; GC §34090,
34090.7
Develop.

Services /
Planning
DEV-021 Advanced Planning / Long Range Planning /
Project Implementation (Final Documents only) P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
49 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-6
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Develop.

Services /
Planning
DEV-022
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
etc.) / CEQA - Where Planning is the Lead
Correspondence and staff notes that provide
insight into the project or the agency’s CEQA
compliance with respect to the project
Project
Approval or
Denial
+ 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not all internal communications and
notes are required to be saved; "E-mails
that do not provide insight into the project
or the agency’s CEQA compliance with
respect to the project — are not within the
scope of section 21167.6, subdivision (e)
and need not be retained." Golden Door
Properties, LLC v. Superior Court of San
Diego County (2020) 53 Cal.App.5th 733;
PRC 21167,6; GC §34090
Develop.

Services /
Planning
DEV-023
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
Notice of Exemption (NOE), etc.) / CEQA
Inside City boundaries - Where Planning is the
Lead
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Usually filed in the project file; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); GC §34090
Develop.

Services /
Planning
DEV-024
General Plan, Elements and Amendments /
Master Plans, Specific Plans, Land Use Plans and
Amendments; General Plan Interpretations
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Develop.

Services /
Planning
DEV-025 Historical Designations / Historical Landmarks P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Develop.

Services /
Planning
DEV-026 Home Occupation Permits P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Develop.

Services /
Planning
DEV-027 Materials Boards
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Preliminary drafts not retained in the
ordinary course of business; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
50 Ver. 2.0 RECORDS RETENTION SCHEDULE: DEVELOPMENT SERVICES (Building, Housing, Planning)
Page DEV-7
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

City Clerk DEV-028
Planning Commission

AGENDAS, STAFF REPORTS, AUDIO

RECORDINGS / VIDEO RECORDINGS,

MINUTES, RECORDINGS, AUDIO,

RECORDINGS, VIDEO
Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD City Clerk retains originals; GC §34090.7
Develop.

Services /
Planning
DEV-029 Special Event Permits / Temporary Use Permits
issued by Planning (Approved & Unapproved)
Expiration +
2 years
Yes:

During
Event
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090
Develop.

Services /
Planning
DEV-030 Zoning Clearance Forms / Zoning Verification
Letters P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Develop.

Services /
Planning
DEV-031 Zoning Maps (Historically Significant) P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Develop.

Services /
Planning
DEV-032 Zoning Ordinance Amendments / Zone Changes P Yes Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference (copies); GC
§34090.7
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
51 Ver. 3.0 RECORDS RETENTION SCHEDULE: FINANCE
(Admin., Business License, Acct., Payroll, Information Technology) Page FIN-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

FINANCE / ADMINISTRATION
Lead Depart. FIN-001 Financial Services Database / ERP Database (CentralSquare / OneSolution)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; GC §34090
Finance /
Admin. FIN-002
Audit Reports / Annual Comprehensive
Financial Report (ACFR) and related Audit
Opinions
P
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; GC §34090 et
seq.

Finance /
Admin. FIN-003 Audit Work Papers
Drafts - When
No Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (preliminary
drafts); GC §34090
Finance /
Admin. FIN-004 Audits - Single Audits / Transportation Audits / PERS Audit, FEMA or OES Audits, etc. 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference (meets
municipal government auditing
standards); GC §34090
Finance /
Admin. FIN-005
Bonds and Bond Sales / Official Statements /
Transcripts / Certificates of Participations
(COPs) / General Obligation Bonds / Revenue
Bonds / Assessment District Bonds / CFD
Bonds - Includes Continuing Disclosure
Reports
See Bank Statements for statement retention.

Fully
Defeased +
10 years
Yes: Until
Maturity
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Statute of
Limitations for 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.

Finance /
Admin. FIN-006 Budgets - Adopted / Final P
Yes:

Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; GC §34090 et
seq.

Finance /
Admin. FIN-007 Budgets - Preliminary, Backup Documents
Drafts - When
No Longer
Required
Yes:

Current
Fiscal Year
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary Drafts / Content Not
Substantive; GC §34090 et seq.

Finance /
Admin. FIN-008 Investment Reports 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Meets auditing
standards; GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
52 Ver. 3.0 RECORDS RETENTION SCHEDULE: FINANCE
(Admin., Business License, Acct., Payroll, Information Technology) Page FIN-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Finance /
Admin. FIN-009
Investments / Arbitrage / Bonds (Receipts /
Advisor Reports / Trade Tickets / LAIF (Local
Agency Investment Fund))
5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; FTC Reg's rely on "selfenforcement"; GC§§ 34090, 43900 Finance /
Admin. FIN-009.5 Vehicle Titles (Pink Slips) Sale or Disposal Mag, Mfr,
OD, Ppr S / I Given to Auction House / New Owner; GC §34090

FINANCE / BUSINESS LICENSE
Finance /
Business
License
FIN-010 Business License / Database (HdL)
Indefinite -
Minimum 5
years
Yes (all) Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference - Data is
interrelated; GC §34090, H and S
§19850
Finance /
Business
License
FIN-011 Business License Applications 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department preference; Meets auditing
standards; GC §34090 et seq.

Finance /
Business
License
FIN-012 Business License Registrations and
Renewals 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Meets auditing
standards; GC §34090 et seq.

FINANCE / GENERAL ACCOUNTING
Finance /
General
Accounting
FIN-013 1099's, 1096's, DE542 (California Report of
Independent Contractors) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; IRS: 4 years
after tax is due or paid (longer for
auditing and contractor delinquency);
Ca. FTB: 3 years; IRS Reg §31.6001-
1(e)(2), R and T §19530, GC §34090;
29 USC 436
Finance /
General
Accounting
FIN-014
Accounts Payable / Invoices and Backup
(Includes Invoices, Purchase Orders, Travel
Expense Reimbursements, Warrant Request,
Vouchers, etc.)
5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; meets
municipal government auditing
standards; GC §34090
Finance /
General
Accounting
FIN-015
Accounts Receivable / Revenue / Our Invoices
to Outside Entities: False Alarm Billings,
Insurance Companies, Franchise Fees, DUI
Billing, Transient Occupancy Tax (TOT),
Auctions of Surplus Property, Credit Card
Payment Receipts, Tenant Billing / Rent, etc.
5 years Yes: Until
Paid
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; (meets
municipal government auditing
standards); GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
53 Ver. 3.0 RECORDS RETENTION SCHEDULE: FINANCE
(Admin., Business License, Acct., Payroll, Information Technology) Page FIN-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Finance /
General
Accounting
FIN-016
Assessment Districts, Community Facilities
Districts (CFDs), Landscape Maintenance
Districts (LMDs) Accounting, Assessor Tax
Rolls
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; GC §34090
Finance /
General
Accounting
FIN-017
Bank Statements and Trustee Statements,
Fiscal Agent Statements, Trustee Statements,
Investment Account Statements, Pars
Statements, Bank Reconciliations, Wire
Transfers
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; GC §§34090,
26 CFR 31.6001-1
Finance /
General
Accounting
FIN-018 Checks / Warrant Register Report (issued) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Originals in City Council Agenda
Packets; GC §34090.7
Finance /
General
Accounting
FIN-019 Checks / Warrants (Cashed or Returned / NSF) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; GC §34090
Finance /
General
Accounting
FIN-020 Daily Cash Summaries, Bank Deposits, Bank
Transmittal Advice, Cashier's Reports 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §§34090,
26 CFR 31.6001-1
Finance /
General
Accounting
FIN-021 Escheat (Unclaimed money / uncashed
checks) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; All tangible
property held by government agencies
escheats after 3 years; Statute of
Limitations is 1 year for seized
property; CCP §§340(d), 1355. 1519;
GC §34090
Finance /
General
Accounting
FIN-022 Fixed Assets - Annual Listing (Source
Documents) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Meets auditing
standards; GC §34090
Finance /
General
Accounting
FIN-023 Journal Entries / Journal Vouchers / Budget
Adjustments 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference to match
Accounts Payable; meets municipal
government auditing standards; Statute
of Limitations is 4 years; GC §34090,
CCP § 337
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
54 Ver. 3.0 RECORDS RETENTION SCHEDULE: FINANCE
(Admin., Business License, Acct., Payroll, Information Technology) Page FIN-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Finance /
General
Accounting
FIN-024
Reports from Financial Services Database:

Financial Reports, General Ledgers Subsidiary
Ledgers, Reconciliations, Registers,
Transaction Histories, Balance Sheets, etc.

When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Financial
system can re-create reports
accurately; GC §34090
Finance /
General
Accounting
FIN-025
Reports: Annual State or Federal: State
Controller's Report, Local Government
Compensation Report, Gas Tax, MOE
(Maintenance of Effort) Report, Fixed Charge
Special Assessment Report, Public Self Insurer
Report (SIP Report), Street Report, etc.
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; GC §34090
Finance /
General
Accounting
FIN-026 W-9s
Vendor
Inactive + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Meets IRS auditing standards; GC
§34090

FINANCE / PAYROLL
Lead Depart. FIN-027 Financial Services Database / ERP Database (CentralSquare / OneSolution)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Meets auditing
standards; GC §34090
Finance /
Payroll FIN-028
CalPERS Reports, Annual Valuation Reports,
Actuarial Valuation Reports, Annual Employer
Statements
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Most recent records are stored on
CalPERS website; Department
Preference; Retained to match other
auditing periods; GC §34090
Finance /
Payroll FIN-029 Checks / Warrant Register Report - Payroll Only 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Finance /
Payroll FIN-030 Checks / Warrants - Cancelled - Payroll Only 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090,
26 CFR 31.6001-1
Finance /
Payroll FIN-031 DE-34 (California EDD Report of New Employees) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; Instructions
state "Generally, keep copies of
information returns you filed with the
IRS or have the ability to reconstruct
the data for at least 3 years, from the
due date of the returns"; GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
55 Ver. 3.0 RECORDS RETENTION SCHEDULE: FINANCE
(Admin., Business License, Acct., Payroll, Information Technology) Page FIN-5
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Finance /
Payroll FIN-032
DE-6, DE-7, DE-9 DE-43, W-3, and DE-166,
941 Forms, IRS 5500 Forms (Employee
Benefit Plans), PERS / FICA and Medicare
Adjustments - Quarterly Payroll Tax Returns /
OASDI, Federal Tax Deposits, Adjustments,
etc.
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; IRS: 4 yrs
after tax is due or paid; Ca. FTB: 3
years; IRS Reg §31.6001-1(e)(2), R
and T §19530; 29CFR 516.5 - 516.6,
29USC 436, GC §34090
Finance /
Payroll FIN-033 Deferred Compensation (City Statements) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Produced by Deferred Comp. Provider;
GC §304090, 26 CFR 31.6001.1
Finance /
Payroll FIN-034 Employment Verifications (From lenders or other outside companies) When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Non-records, content is not
substantive; GC §34090 et seq.

Finance /
Payroll FIN-035 Garnishments, Child Support, Court Orders regarding Employee Wages Completion +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Finance /
Payroll FIN-036 Payroll Reports (includes Leave Registers, time Transaction Reports, etc.) 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; (meets
municipal government auditing
standards); GC §34090
Finance /
Payroll FIN-037 PERS Statements 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Finance /
Payroll FIN-038 Time Sheets / Time Cards / Overtime Sheets / Overtime Cards 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference to facilitate
grant audits or claim reimbursements;
Meets 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 and T
§19530; LC § 1174(d); 29 CFR 516.5;
GC §34090; 8 CCR 11040.7(c); 29
CFR 516.5 and 516.6(c);
Finance /
Payroll FIN-039 W-2's 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; IRS: 4 yrs
after tax is due or paid; Ca. FTB: 3
years; IRS Reg §31.6001-1(e)(2), R
and T §19530; 29CFR 516.5 - 516.6,
29USC 436, GC §34090

FINANCE / INFORMATION TECHNOLOGY
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
56 Ver. 3.0 RECORDS RETENTION SCHEDULE: FINANCE
(Admin., Business License, Acct., Payroll, Information Technology) Page FIN-6
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Finance /
Information
Technology
CM-007 Backups - Computer Disaster Recovery
Backups
When No
Longer
Required
Yes Mag.

Used for Disaster Recovery Purposes
Only; Considered a copy and can be
destroyed when no longer required; GC
§34090 et seq.

Finance /
Information
Technology
CM-008 Network Configuration Maps and Plans
When No
Longer
Required
Mag.

Preliminary documents not retained in
the ordinary course of business; GC
§34090 et seq.

Finance /
Information
Technology
CM-009

UNALTERABLE MEDIA / IMMUTABLE MEDIA
(CLOUD IMMUTABLE BACKUP) / (WORM /
DVD-r / CD-r / Blue Ray-R / Optical Disk) or
other unalterable media that does not permit
additions, deletions, or changes
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.

SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
57 Ver 2.1 RECORDS RETENTION SCHEDULE - FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Operations / Suppression, Training Page F-1
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

FIRE ADMINISTRATION
Fire /
Admin. FR-001 Fire Incident RMS Database - ImageTrend
(Includes incidents, rescues, response runs)
Indefinite -
Minimum 5
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; Data is interrelated;
GC §34090
Fire /
Admin. FR-002 Emergency Plans / Disaster Preparedness Manuals, etc.

Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference (copies); GC §34090.7
Human
Resources FR-003 Employee Training File (Includes Certificates not sent to Human Resources)
Upon
Separation
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Copies - Human Resources retains originals,
GC §34090.7
Fire /
Admin. FR-004 Fire Incident Reports
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Preliminary drafts; Original reports / data is in
RMS database; GC §34090 et seq.

Fire /
Admin. FR-005 Fire Investigations - Arson and Capital Crimes Only P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference (Capital Crimes have
no statute of limitations); GC §34090 et seq.

Fire /
Admin. FR-006 Fire Investigations - OTHER Than Arson and Capital Crimes Only 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
California Fire Code requires 5 years; CFC
§§104.7 - 104.7.4 , GC §34090 et seq.

Fire /
Admin. FR-007 ISO Insurance Ratings 15 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Department Preference (rated every 10 years);
GC §34090
Fire /
Admin. FR-008 Monthly Statistical Report / Run Statistics When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Considered a preliminary draft / copy (the Fire
database is the original); GC §34090 et seq.

City Clerk FR-009 Mutual Aid Agreements, Joint Power Authorities / Heartland Fire Agreements
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Originals Maintained by City Clerk; GC
§34090.7
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
58 Ver 2.1 RECORDS RETENTION SCHEDULE - FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Operations / Suppression, Training Page F-2
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Fire /
Admin. FR-010 Press Release / Public Information / Education (when produced internally) - Fire Only Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; GC §34090
Fire /
Admin. FR-011 Programs and Projects (e.g. Cadet, CPR Program, Fire Service Day, etc.) Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

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

FIRE / EMERGENCY MEDICAL SERVICES
Fire / EMS FR-012 Fire Incident EMS Database (includes Patient Care Reports / e-PCRs)
Indefinite -
Minimum 20
years
Yes Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; adults required for 7
years; minors until 1 year after age 18, but not
less than 7 years; 10 years is recommended by
AHIMA for "healthcare providers"; Statute of
Limitations for health providers is 3 years; CCP
§340.5, GC §34090; H and S §123145; 42 CFR
482.24(b); 9 CCR 9444, 22 CCR 70751(c) and
71551(c); 73543(a), 74731(da), 75055(a),
75343(a), 77143(ca), W and I 14124.1; CMS
Pub. 100-4, Chapter 1, Section 110.3
Fire / EMS FR-013 Controlled Substance Logs, Inventories / Ambulance Drug Inventory Logs / Database
Indefinite -
Minimum 3
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Required for 3 years; 21 CFR §1304.04,
1310.04; 22 CCR 70263 and 71233; FA
§32003(e), B and P 4081; GC §34090
Fire / EMS FR-014 EMS Complaints / CQI (Continuous Quality Improvement) / Quality Assurance 3 years Mag, Mfr, OD, Ppr S / I Yes:

After QC
& OD
Statute of Limitations for health providers is 3
years; 13 CCR 1100.7, GC §34090
Fire / EMS FR-015 HIPAA Policies and Procedures (Health Insurance Portability and Accountability Act)
Superseded
+ 6 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
45 CFR 164.530(j)

FIRE / FIRE MARSHAL / FIRE PREVENTION
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
59 Ver 2.1 RECORDS RETENTION SCHEDULE - FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Operations / Suppression, Training Page F-3
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Fire / Fire
Marshal and
Fire
Prevention
FR-016 Defensible Space Inspections and Enforcement Minimum 2 years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference; GC §34090
Fire / Fire
Marshal and
Fire
Prevention
FR-017
Fire Code Permits / Special Event Permits
(assembly permits, candle permits, tent
permits, fire hydrant use, open flame,
pyrotechnic permits, etc.)
5 years
Until Event
is
Completed
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference; CFC §§104.7 - 104.7.4
; GC §34090
Fire / Fire
Marshal and
Fire
Prevention
FR-018 Fire Inspections / Business Inspection Files /
Citations / Notice of Violations
Life of the
Structure or
Activity, or
Minimum 5
years,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S/I
Yes:

After QC
& OD
California Fire Code requires Life of the
Structure or Activity, or minimum 5 years
whichever is longer for Approvals, Inspections,
Fires, Modification / Alternative Methods or
Materials; CFC §§104.7 - 104.7.4 , GC §34090
Fire / Fire
Marshal and
Fire
Prevention
FR-019 Fire Investigations - Arson and Capital Crimes
Only P
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department preference (Capital Crimes have
no statute of limitations); CFC §§104.7 -
104.7.4 ; GC §34090 et seq.

Fire / Fire
Marshal and
Fire
Prevention
FR-020 Fire Investigations - OTHER Than Arson and
Capital Crimes Only 5 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
California Fire Code requires 5 3 years; CFC
§§104.7 - 104.7.4 , GC §34090 et seq.

Building
OR
Fire / Fire
Marshal and
Fire
Prevention
FR-021
Plans: Fire Sprinkler, Fire Safety Plans / Fire
Construction Documents (Final, Approved by
the Fire Department Only)
Life of the
Structure or
Activity, or
Minimum 5
years,
Whichever is
Longer
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Required to be retained for Completion + 180
days; CFC §106.4; GC §34090 et seq
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
60 Ver 2.1 RECORDS RETENTION SCHEDULE - FIRE
(Admin, EMS, Fire Marshal / Fire Prevention, Operations / Suppression, Training Page F-4
Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Fire / Fire
Marshal and
Fire
Prevention
FR-022 Pre-plan Sheets When
Superseded
Mag, Mfr,
OD, Ppr S / I
Yes:

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

Building FR-023 Record Drawings ("As-Builts") and CAD
drawings of buildings
Copies -
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090.7

FIRE / OPERATIONS / SUPPRESSION
Fire /
Operations FR-024 Apparatus and Equipment Records and Testing Disposal + 2 years Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Department Preference to be in compliance
with NFPA Standards for in-service automotive
fire apparatus ; NFPA 1911.4.7.3 and Annex
C.5; GC §34090
Fire /
Operations FR-025 Station Log Books / Station Journals (Incidents - kept at Fire Stations) 2 years Mag, Mfr, OD, Ppr S/I Yes:

After QC
& OD
GC §34090
Lead Dept. FR-026 Vehicle Safety Checks / Daily Vehicle Inspections / Daily Equipment Checks
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
GC §34090

FIRE / TRAINING
Fire /
Training FR-027 Employee Training Database / Log (Target Solutions / Vector Solutions)
Indefinite -
Minimum 5
years
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Data is interrelated; GC §34090 et seq.

Human
Resources FR-028 Employee Training File (Includes Certificates not sent to Human Resources)
Upon
Separation
Mag, Mfr,
OD, Ppr S / I
Yes:

After QC
& OD
Copies - Human Resources retains originals,
GC §34090.7
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. (909) 337-3516 - all rights reserved Do not duplicate or distribute without prior written permission Adopted:
61 Ver. 2.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

HUMAN RESOURCES
Human
Resources HR-001
1095-C, 1094-C (Employer-Provided Health
Insurance Offer and Coverage) and
Transmittal Form)
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; Instructions state
"Generally, keep copies of information
returns you filed with the IRS or have the
ability to reconstruct the data for at least 3
years, from the due date of the returns";
GC §34090
Human
Resources HR-002 Benefit Plan Documents (CalPERS, Dental, Vision, etc.) Duration of the
Contract + 6
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
EEOC / ADEA (Age) requires 1 year after
benefit plan termination; Federal law
requires 6 years after filing date for
retirement; State Law requires 4 years
after personnel actions; 29 CFR
1627.3(b)(2); 29 USC 1027; 28 CCR
1300.85.1; GC §34090
Human
Resources HR-003
California Civil Rights Department (CRD) /
Department of Fair Employment and
Housing (DFEH or EEOC) Claims /
Harassment Claims
Separation + 6
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; All State and Federal
laws require retention until final disposition
of formal complaint; State requires 4 years
after "fully and finally disposed"; 2 CCR
11013(c); GC §§12946, 12960, 34090
Human
Resources HR-004
Classification / Reorganization Studies (for
employee classifications and department
structures)
Minimum 3
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; 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
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
62 Ver. 2.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Human
Resources HR-005 Compensation Surveys and Studies Minimum 3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; 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(2), 29
CFR 1602.14, GC §§12946, 12960,
34090
Human
Resources HR-006 Contracts for Investigators (Employees Only) Completion + 5 years Yes: Before
Completion
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Statute of
Limitations for contractual obligations is 4
years; CCP §§337. 337.1(a), 337.15, 343;
GC §34090
Human
Resources HR-007 DMV Pull Notices
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
Human
Resources HR-008
EDD Claims and Forms (Employment
Development Department) / Unemployment
Claims
Close + 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; meets municipal
government auditing standards; GC
§34090
Human
Resources HR-009 Employee Investigations Separation + 6 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; statute of limitations for
EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer,
selection, or discharge; State Law requires
4 years; 29 CFR 1602.31 and
1627.3(b)(1), GC §§12946, 12960, 34090;
Human
Resources HR-010
Ethics Training Certificates / Harassment
Prevention Training Certificates for
Employees
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
GC §§ 3105, 12946, 12960, 34090,
53235.2(b)
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
63 Ver. 2.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Human
Resources HR-011 Grievances Separation + 6 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; statute of limitations for
retirement benefits is 6 years from last
action; EEOC/FLSA/ADEA (Age) requires
3 years for promotion, demotion, transfer,
selection, or discharge; State Law requires
4 years; 29 CFR 1602.31 and
1627.3(b)(1), GC §§ 3105, 12946, 12960,
34090; LC 1198.5; 26 CFR 31-6001-1;
53235.2(b); 53237.2(b)
Human
Resources HR-012 I-9s Separation + 3 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Required for 1 year from termination or 3
years from hiring, whichever is later;
EEOC / FLSA / ADEA (Age) requires 3
years for "any other forms of employment
inquiry"; State Law requires 2 -3 years; 8
CFR 274a.2; 29 CFR 1627.3(b)(1); GC
§§12946, 12960, 34090
Human
Resources HR-013 Job Descriptions / Job Classification / Job Specifications Minimum
Superseded +
4 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; State Law
requires 4 years from any Personnel
Action; 29 CFR 1602.31 and 1627.3(b)(1),
GC §§12946, 12960, 34090;
Human
Resources HR-014 Labor Relations / Negotiation Notes 10 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 et
seq.

SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
64 Ver. 2.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-4 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Human
Resources HR-015 Litigation - Employee Related Separation + 6 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference to match retention
for personnel files; statute of limitations for
retirement benefits is 6 years from last
action; EEOC/FLSA/ADEA (Age) requires
3 years for promotion, demotion, transfer,
selection, or discharge; State Law requires
4 years; 29 CFR 1602.31 and
1627.3(b)(1), GC §§ 3105, 12946, 12960,
34090; LC 1198.5; 26 CFR 31-6001-1;
53235.2(b); 53237.2(b)
Human
Resources HR-018
Personnel Files - Employee File / Official
Personnel File: ALL Employees
Includes Application, Backgrounds,
Discipline, Evaluations, Policy
Acknowledgements, Employee's Oath of
Office / Oath for Disaster Worker for
employees, Council and Boards and
Commissions, Harassment Prevention
Training Certificates for employees, Council
and Boards and Commissions, PAF /
Personnel Action Forms, W-4s, etc.)
Separation + 6
years
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; statute of
limitations for retirement benefits is 6
years from last action; EEOC/FLSA/ADEA
(Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge;
State Law requires 4 years; W-4s are
required four years after the due date of
such tax for the return period to which the
records relate, or the date such tax is paid,
whichever is the later. 26 CFR 31-6001-1;
29 CFR 1602.31 and 1627.3(b)(1), GC §§
3105, 12946, 12960, 34090; 53235.2(b),
53237.2(b), LC 1198.5
Human
Resources HR-019
Personnel Files - Medical File: ALL
Employees
Medical Records including Pre-Employment
Medical Clearance; ADA Accommodations,
Fit for Duty, Respiratory Fit Tests, etc.

Separation +
30 years; OR
Termination of
Benefits + 5
years
(whichever is
longer)
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Medical Files for all employees are
required to be maintained at least the
duration of employment plus thirty (30)
years; Files maintained separately; Claims
can be made for 30 years for toxic
substance exposure; 8 CCR §3204(d)(1)
et seq., 8 CCR 5144, 8 CCR 15400.2; 29
CFR 1910.1020(d)(1)(i), GC §§12946,
12960, 34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
65 Ver. 2.0 RECORDS RETENTION SCHEDULE: HUMAN RESOURCES Page HR-5 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Human
Resources HR-020
Recruitment and Testing File / On-Line
Recruitment Database
Includes Advertisements, Applications for
Unsuccessful Candidates, Interview Notes,
Job Brochures, Test Data, Testing Analysis
and statistical Metric, Job Analysis, Rating
Sheets, Scantrons, Background Checks, etc.

Hiring
Decision + 4
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State Law requires 4 years; EEOC / FLSA
/ ADEA (Age) requires 1-3 years; 29 CFR
1627.3(b)(1), 29 CFR 1602.14 et seq.2
CCR 11013(c); GC §§12946, 12960,
34090
Human
Resources HR-021 Safety Committee / Safety Steering Committee 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et
seq.

Human
Resources HR-022 Safety Investigations 5 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD OSHA requires 5 years; State law requires
2 years; 8 CCR §3203(b)(1), 29 CFR
1904.33, OMB 1220-0029, 8 CCR
14300.33; GC §34090 et seq.; LC §6429c
Human
Resources HR-023
Volunteer / Docent / Unpaid Intern
Applications and Agreements (includes
emergency contact information) -
Successful Applicants
Inactive /
Separation + 3
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Courts may treat
volunteers as employees in some actions;
EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer,
selection, or discharge; State Law requires
2 -3 years; 29 CFR 1602.31 and
1627.3(b)(1), 8 CCR §3204(d)(1) et seq.,
GC §§, 12960, 34090
Human
Resources HR-024
Volunteer / Docent / Unpaid Intern
Applications and Agreements -
Unsuccessful or Pending Applicants
3 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Courts may treat
volunteers as employees in some actions;
EEOC/FLSA/ADEA (Age) requires 3 years
for promotion, demotion, transfer,
selection, or discharge; State Law requires
2 -3 years; 29 CFR 1602.31 and
1627.3(b)(1), 8 CCR §3204(d)(1) et seq.,
GC §§, 12960, 34090
Human
Resources HR-026
Workplace Violence – Hazard identification,
evaluation, correction, incident logs,
investigations, Training, etc.
5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD LC §6401.9(f), GC §34090 SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
66 Ver. 3.1 RECORDS RETENTION SCHEDULE: PARKS AND RECREATION Page P&R-1 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

PARKS AND RECREATION
Parks &
Recreation P&R-001 Recreation Registration Database (CivicRec) Indefinite -
Minimum 2
years
Yes: Until
Class
Completed
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD data is interrelated; GC §34090 City Attorney /
Risk
Management
P&R-002 Accident / Incident Reports - Members of the
Public injured on City property
Copies -
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Risk Management retains originals; GC
§34090.7
Parks &
Recreation P&R-003 Activity Guides (Recreation Classes / Programs) Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk P&R-004 Arts, Culture, and Tourism Commission - AGENDAS and STAFF REPORTS
Copies -
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD City Clerk retains originals; GC §34090.7 City Clerk P&R-005 Recordings, Audio - AUDIO RECORDINGS:

Arts, Culture, and Tourism Commission -
Copies -
When No
Longer
Required
(Mag) City Clerk retains originals; GC §34090.7
City Clerk P&R-005.5 Recordings, Video - VIDEO RECORDINGS:

Arts, Culture, and Tourism Commission -
Copies -
When No
Longer
Required
(Mag) City Clerk retains originals; GC §34090.7
City Clerk P&R-006 Arts, Culture, and Tourism Commission -

MINUTES
Copies -
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD City Clerk retains originals; GC §34090.7 Parks &
Recreation P&R-007 Events - Fourth of July, etc. Minimum 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
67 Ver. 3.1 RECORDS RETENTION SCHEDULE: PARKS AND RECREATION Page P&R-2 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Parks &
Recreation P&R-008
Facility Use Agreements, Facility Use
Requests / Applications, Equipment
Applications, Rental Agreements, Park Use
Permits, Alcoholic Beverage Applications if
applicable, Insurance Certificates
Expiration +
2 years
Yes: Until
Event
Completed
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
City Clerk P&R-009 Parks and Recreation Commission -
AGENDAS and STAFF REPORTS
Copies -
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD City Clerk retains originals; GC §34090.7 City Clerk P&R-010 Recordings, Audio - AUDIO RECORDINGS:

Parks and Recreation Commission -
Copies -
When No
Longer
Required
(Mag) City Clerk retains originals; GC §34090.7
City Clerk P&R-010.5 Recordings, Video - VIDEO RECORDINGS:

Parks and Recreation Commission -
Copies -
When No
Longer
Required
(Mag) City Clerk retains originals; GC §34090.7
City Clerk P&R-011 Parks and Recreation Commission -

MINUTES
Copies -
When No
Longer
Required

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD City Clerk retains originals; GC §34090.7 Parks &
Recreation P&R-012 Playground Equipment Inspections and Maintenance 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC'd & OD Department preference; GC §34090 Parks &
Recreation P&R-013 Programs / Special Events (Talent Shows, Halloween, etc.) Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Parks &
Recreation P&R-014 Snow Removal - City-owned Sidewalks 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et. seq.

SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
68 Ver. 3.1 RECORDS RETENTION SCHEDULE: PARKS AND RECREATION Page P&R-3 Office of
Record
(OFR)
Retention No. Records Description Total
Retention Vital? Media Options
Image:

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

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

Parks &
Recreation P&R-015
Registration / Fee and Charge / Liability
Forms / Release of Liability Forms /
Permissions / Sign-in Sheets / Waivers, etc.:

Sports Programs, Adult Programs, Camps,
Field Trips, Recreation Classes,
Authorization to give Medicine, etc.
2 years
Yes: Until
Class
Completed
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
69 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-1 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

POLICE ADMINISTRATION / OFFICE OF THE CHIEF OF POLICE
Police /
Admin. PD-001
Background Files - Successful Employee
Applicants & Volunteers (Employees,
including Reserves)
Separation +
4 years
Yes: Until
Separation
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; State Law & POST
requires 4 years; EEOC / FLSA / ADEA (Age)
requires 3 years for promotion, demotion,
transfer, selection, or discharge; ; 29 CFR
1627.3(b)(i), 29 CFR 1602.14; GC §§12946,
12960, 34090; 29 USC 1113
Police /
Admin. PD-002
Background Files - Unsuccessful
Employee Applicants & Volunteers
(Employees, including Reserves)
4 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State Law requires 4 years; EEOC / FLSA /
ADEA (Age) requires 3 years for promotion,
demotion, transfer, selection, or discharge;
State Law requires 4 years; 29 CFR
1627.3(b)(i), 29 CFR 1602.14; GC
§§12946,12960, 34090
Police /
Admin. PD-003
Backgrounds for City's Permits / Regulatory
Permits / Permits required by the Municipal
Code (Massage, Taxi, etc.)
Expiration of
Permit + 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 Police /
Admin. PD-004 Billing: False Alarm Software Database
Indefinite -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (data is inter-related);
GC § 34090 et seq.

Police /
Admin. PD-005
Complaints against Peace Officers - Internal
Affairs Investigations WITH Sustained
Finding of Misconduct
Final
Disposition +
15 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD PC §§832.5(b), 832.7; GC§ 34090 Police /
Admin. PD-006
Complaints against Peace Officers - Internal
Affairs Investigations WITHOUT Sustained
Finding of Misconduct
Final
Disposition +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Consistent with Lexipol Policy; State requires
for at least 5 years for complaints by
members of the public; other State & Federal
laws require retention until final disposition of
formal complaint; State requires 4 years after
action is taken; Statute of Limitations is 4
years for misconduct after the discovery of
the offense for misconduct in office; EVC
§1045, GC §§12946,12960, 34090, PC
§§801.5, 803(c), 832.5, 832.7, VC §2547
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
70 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-2 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Admin. PD-007
Emergency Operations Plan (includes
Office of Emergency Management &
Homeland Security)
When
Superseded Yes (all) Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Admin. PD-008 Livescan Application Forms and Logs 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Admin. PD-009 Overtime Slips / Payback Slips Minimum 6 months Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Preliminary drafts
(the time card is the final record); GC § 34090
et seq.

Police /
Admin. PD-010
Permits and Backgrounds regarding
Cannabis, VHR / STR (Vacation Home
Rental / Short Term Rental)
Expiration +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC § 34090 et seq.

Police /
Admin. PD-011
Policies & Procedures / Lexipol / Operation
Directives / General Orders (Department
Policies and Procedures)
Minimum
Superseded
+ 2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC § 34090 et seq.

Police /
Admin. PD-012 Press Releases - Police Only 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Admin. PD-013 Reports and Studies - Police Department Minimum 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC § 34090 et seq.

Police /
Admin. PD-014
Reports to State or Federal Agencies,
including Report to POST Commission of
peace officer employment, compliant,
finding, disposition, or judgement pursuant
to §PC 13510.9, etc.

Report of data regarding the number, type,
or disposition of complaints made against
its officers
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Admin. PD-015
Reviews Not as a result of a complaint
(Routine Reviews) - No Employment
Action: On-Duty Traffic Accidents, Use of
Force, Vehicle Pursuits
2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; GC §§12946, 12960,
34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
71 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-3 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Admin. PD-016
Reviews Not as a result of a complaint
(Routine Reviews) -WITH an Employment
Action: On-Duty Traffic Accidents, Use of
Force, Vehicle Pursuits
Final
Disposition +
4 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
State requires 4 years if any personnel action
is taken; Statute of Limitations is 4 years for
misconduct after the discovery of the offense
for misconduct in office; GC §§12946,12960,
34090

POLICE ADMINISTRATION / TRAINING
Police /
Professional
Standards &
Training
PD-017
Training - Department Training Records -

COURSE RECORDS
(Attendance Rosters or Sign-in Sheets,
Outlines and Materials; Includes Use of
Force training, safety training, etc.

Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Rosters are sent to POST; OSHA requires
safety training 5 years; State Law requires 4
years for any employment action;
EEOC/FLSA/ADEA (Age) requires 3 years for
promotion, demotion, transfer, selection, or
discharge; 8 CCR §3203 et seq., 29 CFR
1602.31 , LC §6429(c); GC §§12946,12960,
34090, 53235.2(b)
Police /
Professional
Standards &
Training
PD-018
Training - Department Training Records -

EMPLOYEE FILE
Training Certificates / Training Records
Separation +
4 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Not OSHA required
training; State Law requires 4 years for any
employment action; EEOC/FLSA/ADEA (Age)
requires 3 years for promotion, demotion,
transfer, selection, or discharge; years; 8
CCR §3203 et seq., 29 CFR 1602.31 , LC
§6429(c); GC §§12946,12960, 34090,
53235.2(b)
Police /
Professional
Standards &
Training
PD-019
Weapons Inventory: Department-owned
weapons, personal weapons, alternate
weapons, secondary handguns, etc.

After
Destruction
or Transfer
of Title

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 POLICE OPERATIONS (Patrol, Traffic, DARE, SWAT, School Resource Officers, etc.) Police /
Operations PD-020 Canine (Police Service Dogs) Program
Files: Service Animal Files
Separation +
2 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Operations PD-021
Community Relations Programs /
Community Outreach / Youth & School
Programs / Citizen Patrol / Events, etc.

Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
72 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-4 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Operations PD-022 Ops Plans (Fourth of July, etc.) Minimum 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Operations PD-023 PAS Device Calibration Logs - NOT booked into Evidence 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD If segment is evidence, that segment follows
retention for evidence; GC §34090 et seq.

Police /
Operations PD-024 Patrol Schedules
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Preliminary drafts not retained in the ordinary
course of business; GC §34090 et seq.

Police /
Operations PD-025
Recordings: Automated License Plate
Readers (ALPR) - NOT booked into
evidence or attached to a case
When No
Longer
Required
Mag
If segment is evidence, that segment follows
retention for evidence; Does not record
regular and ongoing operations; GC §34090.6
et seq, CC §1798.90.53(b)(2)(G);
Police /
Operations PD-026
Recordings: Drone (Unmanned Aerial
Vehicle) - NOT booked into evidence or
attached to a case
When No
Longer
Required
Mag
If segment is evidence, that segment follows
retention for evidence; Does not record
regular and ongoing operations; GC §34090.6
et seq,
Police /
Operations PD-027
Recordings: Video Recordings - Regular
Ongoing Operations of the City or
Building Security
1 year Mag
1 year is required when video recording
regular ongoing operations of the City or
building security; GC §34090.6(a)
Police /
Operations PD-028
Recordings: Video Recordings - Public
Areas (NOT Regular Ongoing Operations
of the City or Building Security)
When No
Longer
Required
Mag Does not record regular ongoing operations of
the City; GC §34090.6(a)
Police /
Operations PD-029
Recordings: Video / Video RecordingsParking Lots - NOT booked into evidence or attached to a case
1 year Mag
If segment is evidence, that segment follows
retention for evidence; Department
preference; Does not record regular and
ongoing operations; GC §34090.6 et seq,
Police /
Operations PD-030 Ride-A-Long Waiver Form 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Operations PD-031 Speedometer Calibration Logs 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

Police /
Operations PD-032 Traffic Control: Radar Calibration Records Minimum 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department preference; GC §34090 et seq.

Police /
Operations PD-033 Traffic Control: Radar Trailer Surveys Minimum 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090 et seq.

SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
73 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-5 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

POLICE SUPPORT / COMMUNICATIONS / CAD / DISPATCH
Police /
Support /
Communications
PD-034
Recordings: Audio - (CAD/RMS)
Recordings of Radio Communications
Dispatch Tapes (CAD) / 911 Recordings -
NOT booked into evidence or attached to a
case
1 year Mag
If segment is evidence, that segment follows
retention for evidence; As of 2025, 911
recordings for domestic violence and other
specified crimes - if any - are required to be
provided to a victim or representative for 5
years, but a 5 year retention is not mandated.

Commission on State Mandates has not
determined if this requirement is an unfunded
state mandate; GC §§34090, 34090.6

POLICE SUPPORT / EVIDENCE AND PROPERTY
Police /
Support /
Evidence &
Property
PD-035 Property & Evidence Database (SunRidge)
Indefinite -
Follows the
Retention of
the Evidence
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (data is interrelated);
GC §34090
Police /
Support /
Evidence &
Property
PD-036 Access Control to Evidence Facilities,
including authorizations for access.

Indefinite -
Minimum 2
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (data is interrelated);
GC §34090
Police /
Support /
Evidence &
Property
PD-037 Crime Report Photos
Follows the
Retention of
the Evidence
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Department Preference; GC §34090 Police /
Support /
Evidence &
Property
PD-038 Gun and Narcotics Destruction Log
(Documents related to) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Support /
Evidence &
Property
PD-039 Property & Evidence Logs / Destruction
Authorizations 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
74 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-6 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Support /
Evidence &
Property
PD-040
Recordings: Body-Worn Cameras –
Accidental Recordings Reviewed and
Approved for Deletion (Non-evidentiary)
After
Approval Mag,
Department preference; consistent with
Lexipol policies (review, supervisory
authorization, and documentation required);
PC§ 832.18 et seq. GC §34090.6 et seq.

Police /
Support /
Evidence &
Property
PD-041 Recordings: Body-Worn Cameras – LOGS
of Access or Deletion of Data P Mag, PC§ 832.18(b)(5)(E); GC §34090.6 et seq.

Police /
Support /
Evidence &
Property
PD-042
Recordings: Body-Worn Cameras - that
ARE evidence, Officer Involved
Shootings / Detention or Arrest /
Complaints
Follows
retention for
Evidence,
Minimum 2
years
Mag, PC§ 832.18(b)(5)(B)&(C); GC §34090.6 et
seq.

Police /
Support /
Evidence &
Property
PD-043 Recordings: Body-Worn Cameras - that
are NOT evidence (Nonevidentiary Data) 2 years Mag,
Department preference (law recommends 60
days); PC§ 832.18(b)(5)(A); GC §34090.6 et
seq.

Police /
Support /
Evidence &
Property
PD-044 Safekeeping: Lost & Found Property
(Documents related to) 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090

POLICE SUPPORT / INVESTIGATIONS
State of
California /
ABC
PD-045 Alcoholic Beverage Control Licenses /
Permits / ABC Permit Applications
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD Not a City record
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
75 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-7 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Support /
Investigations
PD-046 Criminal Intelligence Files Last Entry +
5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Files contain criminal intelligence information
concerning an individual only if there is
reasonable suspicion that the individual is
involved in criminal conduct or activity and the
information is relevant to that criminal conduct
or activity. Misleading, obsolete or unreliable
information is required to be destroyed;
remaining records must not be retained
longer than 5 years; 28 CFR 23.20(h); GC
§34090
Police /
Support /
Investigations
PD-047 Informant Files Minimum 2
years

Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Informant information; Does not contain
criminal intelligence information concerning
individuals; Department preference; GC
§34090

POLICE SUPPORT / RECORDS
Police /
Support /
Records
PD-048 RMS Database (SunRidge)
Indefinite -
Follows the
Retention of
the Crime
Report
Yes Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Data Fields / Records are interrelated; GC
§34090
Police /
Support /
Records
PD-049
Citations / Notice of Violations / Citation
Database (Parking, Traffic, Marijuana /
Cannabis), Animal, Code Enforcement,
Administrative Citations (Includes requests
for dismissals, cancellations, and appeals.
2 years Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD GC §34090 et seq.

Police /
Support /
Records
PD-050
CRIME REPORTS / INCIDENT REPORTS:

Lost or Stolen Firearms entered into
CLETS (if not Permanent Retention)
Until Found
or
Recovered
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference to facilitate Three
Strikes law and ease of document imaging
administration; PC§ 11108.2(b); GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
76 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-8 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Support /
Records
PD-051
CRIME REPORTS / INCIDENT REPORTS:

ALL Capital Crimes, Homicide, Child Abuse
(substantiated), Elder Abuse
(substantiated), & Sexual Assault (Rape),
Arson (Suspected or Undetermined)
P Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference; DOJ retains CACI
(Child Abuse Central Index) information for
adults 100 years; Most have no limitations on
commencement of action; PC §§ 261, 286,
288, 288a, 288.5, 289, 289.5, and 799;
803(h), 11169 et seq.; 11170(a)(3); WIC
707(b)
Police /
Support /
Records
PD-052
CRIME REPORTS / INCIDENT REPORTS:

Child Abuse or Neglect Investigation
Reports - Unsubstantiated or
Inconclusive
No Further
Report on
Suspected
Abuser + 10
years
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD PC §§11169(i)
Police /
Support /
Records
PD-053
CRIME REPORTS / INCIDENT REPORTS:

Except those specifically mentioned in
the schedule - FELONIES
7 years Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference; Provided there are
no outstanding warrants, unrecovered
identifiable items, criminal deaths, they are
not historically significant, and it is not
classified under PC §800 & 290; Stat. of
Limit. is 2 yrs; Destroy juvenile marijuana
after age18; H&S §11361.5, GC §34090, PC
§802, PC §§187, 800 et seq.

Police /
Support /
Records
PD-054
CRIME REPORTS / INCIDENT REPORTS:

Except those specifically mentioned in
the schedule - INCIDENT REPORTS AND

MISDEMEANORS
3 years Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department Preference; Provided there are
no outstanding warrants, unrecovered
identifiable items, criminal deaths, they are
not historically significant, and it is not
classified under PC §800 & 290; Stat. of
Limit. is 2 yrs; Destroy juvenile marijuana
after age18; H&S §11361.5, GC §34090, PC
§802, PC §§187, 800 et seq.

SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
77 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-9 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Support /
Records
PD-055
CRIME REPORTS / INCIDENT REPORTS:

Factually Innocent Petition Accepted
Records Sealed Pending Destruction -
Except those with outstanding stolen
property, including firearms, or lost firearms
Date of
Arrest + 3
years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Individual petitions District Attorney; Sheriff
concurs that person is factually innocent, then
seals record ("Shall" Destroy); GC §34090;
PC §851.8(a)
Police /
Support /
Records
PD-056
CRIME REPORTS / INCIDENT REPORTS:

Misdemeanor or Infraction - Adult
Marijuana / Cannabis - H&S
§11357(b)(c)(d)(e) or H&S §11360(b) (with
procedure in H&S §11361.5) - Except those
with outstanding stolen property, including
firearms, or lost firearms
Conviction
or Arrest (If
No
Conviction)
+ 2 years
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
("Shall" Destroy); GC §§68152(c)(8); H&S
§11361.5
Police /
Support /
Records
PD-057
CRIME REPORTS / INCIDENT REPORTS:

Misdemeanor or Infraction - Juvenile
Marijuana / Cannabis - H&S §11357(E) -
Except those with outstanding stolen
property, including firearms, or lost firearms
2 years or
Juvenile 18
years old
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
If no subsequent conviction ("Shall" Destroy);
H&S §11361.5
Police /
Support /
Records
PD-058
CRIME REPORTS / INCIDENT REPORTS:

Misdemeanor or Infraction Marijuana /
Cannabis §11357(de) - Juvenile on
School Grounds during School Hours
(with procedure in H&S §11361.5)
Offender is
18 Years
Old
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
(Courts and other Agencies "Shall" destroy);
H&S§ 11361.5 et seq., 11357(e)
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
78 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-10 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Support /
Records
PD-059
CRIME REPORTS / INCIDENT REPORTS:

Missing Persons
P
(If Returned,
Follows the
Retention for
the Crime
Report)
Yes: Before
Disposition
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD Department Preference; GC §34090 Police /
Support /
Records
PD-060
CRIME REPORTS / INCIDENT REPORTS:

Vacatur Relief Granted by Court - Victim of
Human Trafficking, or Victim of Intimate
Partner Violence or Sexual Violence
(Nonviolent Crimes)
Court Order
+ 1 year
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Individual petitions Court ("Shall" Destroy);
GC §34090; PC §§236.14(k); 236.15(k)
Police /
Support /
Records
PD-061
CRIME REPORTS / SEALED RECORDS:

Sealed Juvenile Cases - Childhood
Sexual Assault After January 1, 2024
P Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department preference to accommodate
statute of limitations for victims; CCP
§§340.1, GC §34090
Police /
Support /
Records
PD-062
CRIME REPORTS / SEALED RECORDS:

Sealed Juvenile Cases - Childhood
Sexual Assault Before January 1, 2024
Age of
Majority + 22
years
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Department preference to accommodate
statute of limitations for victims; CCP
§§340.1, GC §34090
Police /
Support /
Records
PD-063
CRIME REPORTS / SEALED RECORDS:

Sealed Juvenile Cases
Except Sealed Childhood Sexual Assault
Per Court
Order
(Subject 26
years old /
Sealing Date
+ 5 years)
Yes Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD W&I §§389(a), 781(d), GC §34090; State of
California /
Department of
Justice
PD-064
Crime Statistics / National Incident-Based
Reporting System (NIBRS) / Uniform Crime
Reports (UCR) - Summaries (BCS)
When No
Longer
Required
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Entered Directly into DOJ’s portal (a State
record)
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
79 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-11 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

State of
California /
Department of
Justice
PD-065 Department of Justice Validation Lists
When No
Longer
Required
Mag, Mfr,
OD, Ppr S/M/I Yes: After QC & OD
Entered Directly into DOJ’s portal (a State
record)
Police /
Support /
Records
PD-066 Local Criminal History Checks
When No
Longer
Required
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
These are copies / printouts from the RMS
database; GC §34090 et seq.

Police /
Support /
Records
PD-067 Pawn Slips / Secondhand Dealer
Transaction Records 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 City Clerk and
Police /
Support /
Records
PD-068 Public Records Requests / Subpoenas
Duces Tecum / Summons - Police only 2 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD GC §34090 Police /
Support /
Records
PD-069 Registrants: Arson Registrations: Adults
P,
or Death of
Registrant
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department preference; Pursuant to PC
§457.1 et seq.; required to register for life; If
released from DOJJ, records are destroyed
after age 25 or sealing pursuant to W&I §781;
GC §34090.7
Police /
Support /
Records
PD-070
Registrants: Arson Registrations:

Juveniles released from Division of
Juvenile Justice
Age 25 or
Sealing Date
+ 5 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Pursuant to PC §457.1 et seq.; If released
from CYA, records are destroyed after age 25
or sealing pursuant to W&I §781; GC
§34090.7
Police /
Support /
Records
PD-071 Registrants: Gang Adults Minimum 5
years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (registration pursuant
to PC 186.30(a)); GC §34090
Police /
Support /
Records
PD-072 Registrants: Gang Adults- Shared Gang
Databases & Written Attestations 5 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD 11 CCR 773.8; 11 CCR 774.7 GC §34090 Police /
Support /
Records
PD-073 Registrants: Gang Juveniles
3 years, or
Sealing Date
+ 5 years, or
Court Order
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference (registration pursuant
to PC 186.30(a)); Records are destroyed
pursuant to W&I §781;GC §34090
SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
80 Ver. 3.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-12 Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Police /
Support /
Records
PD-074 Registrants: Gang Juveniles - Shared
Gang Databases & Written Attestations 3 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD 11 CCR 774; 11 CCR 774.7 GC §34090 Police /
Support /
Records
PD-075 Registrants: Narcotics 2 years Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD GC §34090
Police /
Support /
Records
PD-076 Registrants: Sex Offender Registrations:

Adults 100 years Mag, Mfr, OD, Ppr S / I Yes: After QC & OD Department Preference; After 2021,
Offenders can petition Court for removal 10 or
20 years after offense, provided there are no
subsequent offenses; Pursuant to PC §290
et seq.

Police /
Support /
Records
PD-077 Registrants: Sex Offender Registrations:

Juveniles
Sealing
Date + 5
years
(or Court
Order) or
100 years
Mag, Mfr,
OD, Ppr S / I Yes: After QC & OD
Department Preference; After 2021,
Offenders can petition Court for removal 10 or
20 years after offense, provided there are no
subsequent offenses; Pursuant to PC §290
et seq.

Police /
Support /
Records
PD-078 STOP Source Data, Audit Log / Racial and
Identity Profiling Act (RIPA) Annual Report 3 years Mag, Mfr, OD, Ppr S/M/I Yes: After QC & OD 11 CCR 999.228; 11 CCR 999.229; GC
§34090
Court or
District
Attorney
PD-079 Subpoenas - Criminal 2 years Mag, Mfr,
OD, Ppr S/I Yes: After QC & OD
Department preference; Court or District
Attorney records; GC §34090 et seq.

SOUTH LAKE TAHOE, CA. ©1995 - 2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
81 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-1
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

PUBLIC WORKS / AIRPORT
Public Works /
Airport PW-001 Aircraft Accident / Incident Reports: Aircraft (sent to FAA) Minimum 2
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works /
Airport PW-002 Airport Noise Measurements, yearly day-night average sound levels Minimum 5
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; 14 CFR 150 et
seq.; GC §34090
Public Works /
Airport PW-003 Key Log / Access Control Minimum 2 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
FAA requires 180 days ; FAA Security
Directive SD1542-04-08E GC §34090
Public Works /
Airport PW-004 Airport State License (Safety Inspections) P Yes Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
City Clerk PW-005 Airport Tenant Agreements and Insurance Certificates
Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City Clerk is Office of Record; GC
§34090.7
Public Works /
Airport PW-006
CalTrans Aeronautics Inspections / Runway
Inspections (Annual - Includes letters of
corrections and citations)
7 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (3 years is
required); Caltrans STD.73 Approval
#2023-066; GC §34090 et seq.

Public Works /
Airport PW-007
Citations / Lease Enforcement Actions / Rules
and Regulations Enforcement / Notices of
Violations (includes written noise and safety
complaints)
Resolution +
10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

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

Public Works /
Airport PW-008
Emergency Operations Plan / Disaster
Recovery Plan / Earthquake Information, Airport
Certification Manual, Airport Emergency Plan
Until
Superseded Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Most are non-records; GC §34090
Public Works /
Airport PW-009
Employee Training File - All Course Records
(except for medically related)
(Attendance Rosters, Outlines and Materials,
SOP's and Checklists)
Separation +
10 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
82 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-2
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works /
Airport PW-010
FAA Inspections / Reports / FAA Forms:

Daily Inspection Logs and Maintenance Work
Orders; Meter Reading and Adjustments,
Facility Maintenance Logs, Radio Equipment
Operation Records, NavAid and AWOS Error
Data, Certification and Inspections; NOTAMS ,
Technical Performance Records
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Regulations are written to imply
Permanent retention; 14 CFR 171.13,
171.33, 171.53, 163, 14 CFR 171.13;
GC §34090
Public Works /
Airport PW-011 Oil / Water Separator (Concrete) 3 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference (consistent with
stormwater / NPDES requirements; 40
CFR §§122.21, 122.41, 122.44; CCP
§337 et seq.

Public Works /
Airport PW-012 Permits: Use Permits, Short-Term Use Permits, Short-Term Rentals Termination
+ 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC §34090 et seq.

Public Works /
Airport PW-013 Stormwater: Chain of Custody, Guidance Information, Lab Reports - Airport Only 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Code of Federal
Regulations requires 3 years; 40 CFR
§§122.21, 122.41, 122.44; CCP §337 et
seq.

Public Works /
Airport PW-014
Stormwater: Industrial Notices / Code
Enforcement / Notice to Cure / Violations / Spill
Response - Airport Only
Resolution +
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Code of Federal
Regulations requires 3 years; 40 CFR
§§122.21, 122.41, 122.44; CCP §337 et
seq.

Public Works /
Airport PW-015 Stormwater: NPDES Permit (Stormwater Discharge Permit) - Airport Only Expiration +
5 years Yes
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; Code of Federal
Regulations requires 3 years; 40 CFR
§§122.21, 122.41, 122.44; CCP §337 et
seq.

PUBLIC WORKS / CIVIL ENGINEERING AND CAPITAL IMPROVEMENTS Public Works /
Civil Engineering PW-016 Aerial Photographs (Historical) P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
83 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-3
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works /
Civil Engineering PW-017
Assessment Districts / Community Facilities
Districts / Landscaping Districts / Street Lighting
Districts / Special Districts
Formation, Engineers Reports
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Civil Engineering PW-018 Benchmarks P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Civil Engineering PW-019 Bonds: Labor and Materials, Performance Bonds, Letters of Credit, Monitoring Bonds Release of
Bond / Letter
of Credit
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Security; GC §34090
Public Works /
Civil Engineering PW-020
Capital Improvement Projects (CIP):

MAINTENANCE-ONLY PROJECTS (Painting,
Pavement Resurfacing, Potholing, Signal
Synchronization, Slip Lining, Slurry Seal, ReRoof, etc. - No change in Infrastructure Configuration)
All Final Records (Plans, RFP / Specifications
and Addenda, Successful Proposal, Change
Orders, Notice of Completion, Photos, etc.)
Completion +
5 years or
After Funding
Agency
Audit, if
required,
whichever is
longer
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference - meets
municipal government auditing
standards; Statute of Limitations for
Errors and Omissions not applicable;
Some grant funding agencies require
audits; Statute of Limitations: Contracts
and Spec's=4 years, CCP §337 et. seq.,
GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
84 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-4
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works /
Civil Engineering PW-021
Capital Improvement Projects (CIP):

Administration File
Project Administration, Certified Payrolls,
Certificate of Compliance, Construction
Manager's Logs, Correspondence, Costs,
Estimates, Daily Inspections, Insurance
Certificates, Permits for Construction,
Preliminary Notices, Project Schedules, Public
Relations, Meeting Agendas and Minutes,
Monthly Reports, Notices, Real Estate
Appraisals, RFIs / RFQs , Safety. SWPPP /
WPCP, etc.

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

QC & OD
Some grant funding agencies require
audits; Statute of Limitations for Errors
and Omissions is 10 years; Statute of
Limitations: Contracts and Spec's=4
years, Wrongful Death=comp. + 5 years,
Developers=comp. + 10 years; CCP
§337 et. seq., GC §34090
Public Works /
Civil Engineering PW-022
Capital Improvement Projects (CIP):

Permanent File
Plans, RFP / Specifications and Addenda,
Successful Proposal, Change Orders, EIRs,
Negative Declarations, Categorical Exemptions,
Materials Testing Reports, Grading Permits,
Hazardous Materials, Notice of Completion,
Photos, Record Drawings Soils Reports,
Studies, Submittals, Surveys, etc.

P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; retained for
disaster preparedness purposes; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); CCP §337
et. seq., GC §34090
Public Works /
Civil Engineering PW-023
Design and Construction Standards - Authored
by the City for Construction of City Infrastructure
(CIP or Land Development)
P
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Civil Engineering PW-024
Drawings, Maps, and Record Drawings, LargeFormat Drawings, Survey Record Maps, Capital Improvement Project "As-Built"
P Yes (all)
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Drafts should be destroyed; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
85 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-5
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works /
Civil Engineering PW-025
Encroachment Permits: Temporary Permits
(Excavation, Street Permits, Temporary
Construction, Sidewalk Repairs, Special Event
Permits, Stormwater Plans, Street Cuts, Tree
Removal Traffic Control, Transportation
Permits, Utility Cuts (Installation and Patching),
etc.)
Includes Insurance Certificates
Expiration +
2 years
Yes: Until
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD GC § 34090
Public Works /
Civil Engineering PW-026
Encroachment Permits / License Agreements:

Permanent (Structures in the City's Right of
Way, Retaining Walls, etc.)
Includes Insurance Certificates
P
Yes: Until
Completion
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Civil Engineering PW-027
Environmental Determinations: Environmental
Impact Reports (EIRs), Negative Declarations,
etc.) / CEQA - Where Engineering is the
Lead
Correspondence and staff notes that provide
insight into the project or the agency’s CEQA
compliance with respect to the project
Project
Approval or
Denial
+ 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Not all internal communications and
notes are required to be saved; "E-mails
that do not provide insight into the
project or the agency’s CEQA
compliance with respect to the project —
are not within the scope of section
21167.6, subdivision (e) and need not
be retained." Golden Door Properties,
LLC v. Superior Court of San Diego
County (2020) 53 Cal.App.5th 733; PRC
21167,6; GC §34090
Public Works /
Civil Engineering PW-028 Grading Permits P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Civil Engineering PW-029
Land Development / Private Development:

Administrative Records
Construction Inspections, Photos, Progress
Meetings, Project Schedules, etc.

Completion +
10 years
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Statute of Limitations is 4 years; 10
years for Errors and Omissions; land
records are permanent by law; CCP
§§337. 337.1(a), 337.15, 343; GC
§34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
86 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-6
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works /
Civil Engineering PW-030
Land Development / Private Development:

Permanent Records
Abandonments, Certificate of Acceptance /
Approval (copy), Dedications, Deeds (copies)
Drainage, Driveway, Easements (copies),
Geotechnical and Soil Reports / Hydrology
Reports, Private Lab Verifications, Testing Lab
Final Reports, Rights of Way (copies), Studies,
Reports, etc.

P
Yes: Until
Completed
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department preference; retained for
disaster preparedness purposes; Final
environmental determinations are
required to be kept a "reasonable period
of time"; 14 CCR §15095(c); CCP §337
et. seq., GC §34090
City Clerk PW-031
Recorded Documents / Real Property: Deeds,
Easements, Right of Ways, Abandonments /
Vacation, Liens / Lien Releases
Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD City Clerk retains originals; GC §34090.7
Public Works /
Civil Engineering PW-032 Stormwater Illicit Discharges 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Required for a minimum of 3 years; 40
CFR 122.41(j)(2); SWRCB Order 2006-
03; 40 CFR §§122.21, 122.41, 122.44;
GC §34090
Public Works /
Civil Engineering PW-033 Stormwater: NPDES Annual Reports 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; Federal
mandate is 3 years; SWRCB Order
2006-03; 40 CFR §§122.21, 122.41,
122.44; GC §34090
Public Works /
Civil Engineering PW-034 Stormwater: NPDES Permits Expiration + 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; Federal
mandate is 3 years; SWRCB Order
2006-03; 40 CFR §§122.21, 122.41,
122.44; GC §34090
Public Works /
Civil Engineering PW-035 Subdivision Maps / Parcel Maps P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
Public Works /
Civil Engineering PW-036 Surveys, Record of Survey P Yes (all) Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department Preference; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
87 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-7
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works /
Civil Engineering PW-037 Traffic Calming Requests (Speed Humps, Red Curbs, Stop Signs, etc.) Minimum 10
years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Police or Sheriff PW-038 Traffic Collision Reports / SWTRS Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD copies; GC §34090.7
Public Works /
Civil Engineering PW-039 Traffic Counts / Traffic Studies 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
City Clerk PW-040 Traffic Speed Surveys (certified by City Council Resolution)
Copies -
When No
Longer
Required
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Presented to the City Council in the
Council Agenda Packet; GC §34090.7
Public Works /
Civil Engineering PW-041 Traffic Stop Sign Warrants 10 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works /
Civil Engineering PW-042 Transportation Plans / Master Plans P Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090

PUBLIC WORKS / MAINTENANCE AND OPERATIONS / FLEET MAINTENANCE Public Works /
Lead Div. PW-043 APCD Permits - for Generators, etc. Issue Date + 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 40 CFR 70.6; GC §34090
Public Works / M
and O / Fleet
Maint.

PW-044
Fleet - Pre-Trip Inspections / Vehicle Safety
Checks / Daily Vehicle Inspections / Daily
Equipment Checks
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
13 CCR 1234(e),VC 34505.5(c); 49 CFR
396.11; GC §34090
Public Works / M
and O / Fleet
Maint.

PW-045 Fleet - Tire Disposal / Waste Manifests 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD 14 CCR 18459.3; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
88 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-8
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works / M
and O / Fleet
Maint.

PW-046 Fleet - Used Oil Disposal Manifests 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
22 CCR 66266.130(c)(5), H and S
§25250.18(b), 25250.19(a)(3) et seq.

Public Works / M
and O / Fleet
Maint.

PW-047
Fleet - Vehicle and Equipment History Files
Maintenance, Brakes, Smog Certificates, etc.

Disposal of
Vehicle or
Equipment +
2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; If a motor
carrier, required for 18 months after
vehicle is sold; CHP requires life of
vehicle; OSHA requires 1 year; 8 CCR §
3203(b)(1); 49 CFR 396.21(b)(1); 49
CFR 396.3; CCP §337 et. seq., 3 CCR
1234(f); GC §34090
Public Works / M
and O / Fleet
Maint.

PW-048 Generator Operation Logs and Inspections 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
APCD Rule 1470; Form 400–E–13a
instructions; GC §34090
Public Works / M
and O / Fleet
Maint.

PW-049 Inspections or Audits by the CHP (Fleet) 5 years Mag,
Mfr, OD,
Ppr
S/I Yes: After

QC & OD
Consistent with CHP requirements;
OSHA requires 1 year; 8 Ca. Code Reg.
§ 3203(b)(1); GC § 34090
Public Works /
Lead Div. PW-050 Pressure Vessel Certifications or Permits (Air Compressors, Propane, etc.) Expiration of
Certificate or
Permit
Mag,
Mfr, OD,
Ppr
S / I Yes: After

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

Public Works /
Lead Div. PW-051
Safety Data Sheet (SDS) / Material Safety Data
Sheet (MSDS) / Chemical Use Report Form (or
records of the chemical / substance / agent,
where and when it was used)
30 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Previous SDS / MSDS may be obtained
from a service; SDS / MSDS may be
destroyed as long as a record of the
chemical / substance / agent, where and
when it was used is maintained for 30
years; Applies to qualified employers;
Claims can be made for 30 years for
toxic substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
89 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-9
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Division
Providing
Service / Work
PW-052
Work Orders / Service Requests / Service
Orders - CRM / CMMS DATABASE
(Computerized Maintenance Management
System)
Indefinite -
Minimum 5
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Data is interrelated; GC §34090
Division
Providing
Service / Work
PW-053
Work Orders / Service Requests / Service
Orders - All Information Entered in CRM /
CMMS Database
(Paper drafts)
When No
Longer
Required

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

QC & OD
Preliminary drafts (the database is the
original); GC §34090
Division
Providing
Service / Work
PW-054
Work Orders / Service Requests / Service
Orders - NOT entered in CRM / CMMS
Database (or partial information entered into
CMMS Database)
(Division providing service retains originals;
Division requesting service is considered a
copy)
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City Preference; CCP §§338 et seq., 340
et seq., 342, GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
90 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-10
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

PUBLIC WORKS / MAINTENANCE AND OPERATIONS / STREETS AND FACILITIES Public Works / M
and O / Streets
and Facilities
Maint.

PW-055 Daily Itinerary / Schedule / Log Book (work
performed) 5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works /
Lead Div. PW-056 Operations and Maintenance Manuals (O and M Manuals) Life of
Facility or
Equipment
Mag,
Mfr, OD,
Ppr
S / I Yes: After

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

Public Works /
Lead Div. PW-057 Pressure Vessel Certifications or Permits (Air Compressors, Propane, etc.) Expiration of
Certificate or
Permit
Mag,
Mfr, OD,
Ppr
S / I Yes: After

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

Public Works /
Lead Div. PW-058
Safety Data Sheet (SDS) / Material Safety Data
Sheet (MSDS) / Chemical Use Report Form (or
records of the chemical / substance / agent,
where and when it was used)
30 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Previous SDS / MSDS may be obtained
from a service; SDS / MSDS may be
destroyed as long as a record of the
chemical / substance / agent, where and
when it was used is maintained for 30
years; Applies to qualified employers;
Claims can be made for 30 years for
toxic substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), GC §34090
Public Works / M
and O / Streets
and Facilities
Maint.

PW-059 Sand Sheets / Sander Log Sheets (where and
when roads were sanded) 2 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works / M
and O / Streets
and Facilities
Maint.

PW-060 Tree Maintenance, Trimming, DATABASE
Indefinite -
Minimum 5
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Data is interrelated; GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
91 Ver. 2.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS
(Airport, Civil Engineering Capital Improvements, Maintenance Operations, ) Page PW-11
Office of
Record (OFR) Retention No. Records Description Total Retention Vital? Media Options Image:

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

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

Public Works / M
and O / Streets
and Facilities
Maint.

PW-061 Tree Arborists Reports (ALL City-owned trees) 5 years Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Department preference; GC §34090
Public Works / M
and O / Streets
and Facilities
Maint.

PW-062 Underground Service Alerts (USA's) / Dig Alerts Minimum 3 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
Department Preference; entered into
DigAlert Software the Excavator,
Operator and Regional Notification
Center has the obligation to retain the
notice for 3 years; GC §§4216.2(f); GC
§34090
Division
Providing
Service / Work
PW-063
Work Orders / Service Requests / Service
Orders - CRM / CMMS DATABASE
(Computerized Maintenance Management
System)
Indefinite -
Minimum 5
years

Mag,
Mfr, OD,
Ppr
S / I Yes: After
QC & OD Data is interrelated; GC §34090
Division
Providing
Service / Work
PW-064
Work Orders / Service Requests / Service
Orders - All Information Entered in CRM /
CMMS Database
(Paper drafts)
When No
Longer
Required

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

QC & OD
Preliminary drafts (the database is the
original); GC §34090
Division
Providing
Service / Work
PW-065
Work Orders / Service Requests / Service
Orders - NOT entered in CRM / CMMS
Database (or partial information entered into
CMMS Database)
(Division providing service retains originals;
Division requesting service is considered a
copy)
5 years
Mag,
Mfr, OD,
Ppr
S / I Yes: After

QC & OD
City Preference; CCP §§338 et seq., 340
et seq., 342, GC §34090
SOUTH LAKE TAHOE, CA. ©1995-2025 Gladwell Governmental Services, Inc. - all rights reserved Do not duplicate or distribute without prior written permission from GGS (909) 337-3516 Adopted:
92 Electronic Records Destruction Authorization Form
Name:_____________________________________
Department:_________________________________
OneDrive File Location (Insert):

Inventory:

Retention
Number
Record(s) Description Total Retention Date/Date Range of Record(s)
Acknowledgement/Approvals
Department Head:____________________________
City Clerk:__________________________________
City Attorney:________________________________
Certification: I certify that the records listed on the inventory list have been destroyed in accordance with the City’s Records Retention policies.

IT Manager:___________________________ Date Destroyed:_________________________________ 93 Tangible Records Destruction Authorization Form
Name:_____________________________________
Department:_________________________________
Inventory:

Retention
Number
Record(s) Description Total
Retention
Date/Date
Range of
Record(s)
Shredding
Required
Y/N
Will an “electronic
original” replace the
tangible record? Y/N
Acknowledgement/Approvals
Department Head:____________________________
City Clerk:__________________________________
City Attorney:________________________________
Certification: I certify that the records listed on the inventory list have been destroyed in accordance with the City’s Records Retention policies.

Name:______________________Signature:_______________________Date Destroyed:________________ 94 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:5
Agenda Item: Annual Arts, Culture, & Tourism Commission, and Parks & Recreation Commission Reports
Executive Summary: Staff is providing annual reports for the Arts Culture, and Tourism Commission and Parks & Recreation Commission.

Requested Action / Suggested Motions: Receive and File.

Responsible Staff Member: John Stark, Director of Parks & Recreation Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report Parks & Recreation Commission.docx
02-Staff Report Arts, Culture & Tourism Annual Report.docx 95 Council Agenda Report- November 4, 2025 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Annual Parks & Recreation Commission Report
Location: Citywide
Responsible Staff Member: John Stark, Director of Parks and Recreation (530) 307-9145

Background: City Council Resolution No. 2019-088 requires the Parks & Recreation Commission to report their activities to the City Council annually.

Issue and Discussion: The Parks & Recreation Commission Annual Report provides a summary of the items considered by the commission during the reporting period and is submitted to the City Council for acceptance. This report details the activities for 2025. Members of the commission are Jerry Bindel, David Gregorich, Amelia Richmond, Margie Kovarik-Maxhimer, Trudi Morgan, Peter Fink and Nicole Ramirez Thomas.
 New Multigenerational Recreation & Aquatics Center is on track to open Spring 2026.  The Aquatics Program is fully staffed with lifeguards and instructors, and swim lessons are offered year-round.
 The Third Grade Swim Program returned in partnership with LTUSD with 191 students participating over 12 weeks.
 Carmen Brashier hired as Aquatics Supervisor and Owen White as Head Lifeguard.  Emily Abernathy’s position was reclassified to Special Events & Marketing Coordinator.  Published SLT At Play, the Department’s program guide twice annually to increase the marketing of programs, events and services offered. Daily social media posts and monthly newsletters scheduled to market offerings. Department website design updated.
 Recreation Programs and partner programs delivered include: Mini Mountain Movers, Storytime with a Mermaid, Accessible Yoga, Kiddo Yoga, Vinyasa Yoga, Line Dancing, Silver Striders Walking Club, Improv Classes, Singing Lessons, Youth Basketball League, NFL Flag Football, Sierra Spirit, Junior Giants, First Tee Golf Lessons, Adult Cornhole League, Adult Volleyball League, Lake Tahoe Soccer League, Ukulele Club, Jazzercise, Zumba, Aqua Zumba, Float Fit, Personal Fitness Training with Kyler, Tiny Tots Sports, Crochet It, Masters Swim, Water Exercise, Craftspace and Aikido.  Special events: 4th of July Parade, Parks Make Life Better Month, Live at Lakeview, History Talks on the Beach, Multicultural Celebration, Pumpkin Patch Splash, Boo Bash, Easter Egg Splash & Dash, Festival of Winter Lights & Lake Tahoe Gingerbread House Competition & Crawl.
 Facility rentals for Bijou Park, Regan Beach West and the Recreation & Swim Complex. 96 Council Agenda Report- November 4, 2025 Page 2 of 2
 Draft User Fee Study to establish new fees for the Multigenerational Recreation & Aquatics Center.
 New state-of-the-art street style skate park opened at Bijou Park.  Completion of landscaping transformation at Police Department.  Turf elimination landscaping projects at Park & Pine and Ski Run Blvd.  Maintained 180 acres of parkland & 14 miles of trail.  Responsible for forestry projects citywide on city-owned properties.  Maintained and operated Bijou Golf Course, Campground by the Lake and El Dorado Boat Ramp during the 2025 summer season.
 Installation of mobi-mats to improve accessibility at Conolley Beach.  Lakeview Commons art installation by Terrie Bennett.
 SB 630 Grant recipient of $500,000 towards planning and environmental documents for Regan Beach improvements.
 South Tahoe Parks Foundation community tile fundraiser sold 152 tiles raising $34,320 for scholarships access for passes and programs for the new Rec Center.  South Tahoe Parks Foundation naming rights for scoreboards in the gym from Kiwanis Club of Lake Tahoe in memory of Bob Baunhauser for $50,000.  South Tahoe Parks Foundation donation from American Century Championship of $10,000 to support funding towards batting cages in the new Rec Center.  Parks & Recreation Department awarded the Boys & Girls Club Community Partner of the Year.

Financial Implications: There are no financial implications.

Environmental Considerations: The submittal of the annual report to the City Council is exempt from environmental review pursuant to CEQA Guidelines Section 15061 (b) (3). The activity is covered by the common-sense exemption that CEQA only applies to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Policy Implications: Strategic Plan Priority 7.1 Complete the new Recreation and Swim Complex and maintain the current complex in the meantime. Strategic Plan Priority 7.7 Continue to improve access for people of all abilities to all public spaces. 97 Council Agenda Report- November 4, 2025 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Arts, Culture & Tourism Commission Annual Report Location: Citywide
Responsible Staff Member: John Stark, Director of Parks and Recreation (530) 307-9145

Background: City Council Resolution No. 2019-088 requires the Parks & Recreation Commission to report their activities to the City Council annually.

Issue and Discussion: The Arts, Culture & Tourism Commission (ACT) Annual Report provides a summary of the items considered by the commission during this reporting period and is submitted to the City Council for acceptance. Members of the commission include Aimi XistraRich, David Hamilton, Stacey Ballard, Rachel Carlson, Ayana Morali and Ryn Muat.  Adoption of 2025 ACT Work Plan
 3-5 Year Work Plan in Progress
 Adoption of ACT Racial Equity Statement
 Adoption of a Commissioner Onboarding Packet with Policies & Procedures Manual  Airport Art Installation and Reception – Blair Latos
 Airport Art Installation Forthcoming– Heavenly Mountain Resort 70th Anniversary  Second year of Microgrants awarded. Four grants totaling $20,000 for performing arts, two murals and a sculpture.
o Matt Kauffmann Mural
o Tahoe Art League Brooke Brazil Mural
o Jessica Levina Bear Metal Welding Sculpture
o Tahoe Ballet & Performing Arts Foundation Youth Ballet Classes  Enhancing Existing City Events: Multicultural Festival, 4th of July Parade, Gingerbread House Competition
 Lakeview Commons Public Art Installation – Terrie Bennett  Washoe Digital Art for the New Recreation Center lobby  Public Art Maintenance Policy
 Draft AI Art Policy
 Approved Publicly Visible Art Applications for:
o A Mural at 2540 Lake Tahoe Blvd, Swiss Chalet, APN 031-072-007 o A Mural at 2588 Lake Tahoe Blvd, Samurai Restaurant, APN 031-072-003 o Wind Sculptures at 4000 Lake Tahoe Blvd, Village Center, APN 029-442-009 o Matt Kauffmann Mural 3480 Lake Tahoe Blvd, Beverly Lodge APN 027-350-024, Pending SB 456
o Tahoe Art League Brooke Brazil Mural 1029 Takela Drive, OMNI Yoga Studio, APN 027- 364-025, Pending SB 456
98 Council Agenda Report- November 4, 2025 Page 2 of 2
Financial Implications: There are no financial implications.

Environmental Considerations: The submittal of the annual report to the City Council is exempt from environmental review pursuant to CEQA Guidelines Section 15061 (b) (3). The activity is covered by the common-sense exemption that CEQA only applies to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Policy Implications: Strategic Plan Priority 4.3 strive to develop 51 events per year in coordination with partners.
99 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:6
Agenda Item: Annual Planning Commission and Airport Land Use Commission Reports Executive Summary: The Planning Commission is appointed by the City Council to review growth and development in South Lake Tahoe. Projects are brought before the Commission and are evaluated for consistency with the City's General Plan, applicable area plans and development standards. The Planning Commission reports its activities to City Council annually. This report is a compilation of all the items brought before and acted upon by the Planning Commission from October 17, 2024 to September 18, 2025. This report also describes the actions of the Airport Land Use Commission during the same time period.

Requested Action / Suggested Motions: Receive and File.

Responsible Staff Member: Katherine Moore, Assistant Planner Reviewed and Approved By: Zach Thomas, Director of Development Services Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report
100
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City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Annual Planning Commission and Airport Land Use Commission Report to City Council Location: Citywide
Responsible Staff Member: Katherine Moore, Assistant Planner

BACKGROUND
The City of South Lake Tahoe Planning Commission is composed of five (5) citizen positions appointed by the City Council. On January 14, 2025, City Council appointed Steven Imhoff, Natalia Wierczorek (reappointed), and Douglas Williams to two-year terms on the Planning Commission. The terms of returning commissioners Julia Lucksinger and Gavin Feiger shall expire in February 2026. At the March 20, 2025 meeting, Natalia Wieczorek was selected by fellow commissioners to serve as Chair, and Julia Lucksinger was selected as Vice Chair.

These positions shall be held for one year.

The Planning Commission is the official planning body for the review of future growth and development of the City of South Lake Tahoe pursuant to the roles and responsibilities identified in City Council Resolution 2024-016. Upon making any decision or recommendation, the Commission must find project proposals to be consistent with the policies and standards adopted in the City's General Plan, applicable Area or Community Plan, and City Code.

Members of the Planning Commission, plus two appointed members with aviation experience, make up the Lake Tahoe Airport Land Use Commission (ALUC). The ALUC is responsible for adopting the Airport Land Use Compatibility Plan and reviewing projects in the vicinity of the Lake Tahoe Airport for land use compatibility. On January 14, 2025, City Council appointed Alberto Manfredi and Erick Asbury to two-year terms on the Airport Land Use Commission.

City Council Resolution 2024-016 requires the Planning Commission and Airport Land Use Commission to report their activities to the City Council on an annual basis. The previous report covered the period from October 26, 2023, to September 19, 2024. It was submitted to the Planning Commission on October 17, 2024, and to the City Council on November 5, 2024.

This report covers the period of October 17, 2024, to September 18, 2025.

On October 16, 2025, the Planning Commission passed a resolution recommending City Council to accept and file this report.

ISSUE AND DISCUSSION
Since the last report, the Planning Commission has held ten (10) regularly scheduled meetings.

The meeting scheduled for January 23, 2025 was cancelled as there were no items to be heard. The meeting scheduled for June 12, 2025 was cancelled due to insufficient public 101
City Council Agenda Report November 4, 2025 Page 2
noticing and a special meeting was rescheduled to June 26, 2025. No meeting was scheduled for July 2025. There were no meetings of the ALUC as none of the projects brought forth required their review.

The Commission passed resolutions for 16 items and held discussions for six items. The breakdown of the resolutions passed by the Planning Commission is as follows.

The following is a list of items heard and acted upon by the Commission at each meeting:

October 17, 2024
Present were Chair Wieczorek, Commissioners Feiger, Howard, Lucksinger, and Realo.  Passed Resolution 2024-022 recommending City Council adopt the pre-zoning of 30 parcels, amend City Code Title 6, Chapter 6.55, Article II, Section 6.55.120, and amend General Plan Figure LU-1, Land Use Diagram to show the zoning of the parcels to be annexed and expanded Sphere of Influence to include the annexation area, contingent upon approval of the annexation of said properties into the City by El Dorado LAFCO, and making all other findings set forth in the Resolution, including but not limited to those pertaining to the actions' exemption from the California Environmental Quality Act.  Passed Resolution 2024-023 recommending that the City Council adopt the Draft Employee Housing Ordinance, with the inclusion under section 6.15.730(C)(2) and section 6.30.080(C) to include property management contact information on signage, and (2) make all other findings set forth in the Resolution.  Passed Resolution 2024-024 accepting the 2023-2024 Annual Planning Commission and Airport Land Use Commission Report, forwarding the report to City Council, and recommending City Council accept and file the report.
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November 14, 2024
Present were Chair Wieczorek, Commissioners Feiger, and Lucksinger. Commissioner Realo was present over Zoom. Commissioner Howard was absent.
 Conducted an appeal hearing and passed a motion denying the Hosted Rental Permit HRP-138/13568 appeal.

December 19, 2024
Present were Chair Wieczorek, Commissioners Feiger, Howard, Lucksinger, and Realo.  Passed Resolution 2024-025 adopting the Planning Commission Regular Meeting Schedule.

January 23, 2025
 The meeting was cancelled due to the lack of items to be heard.

February 20, 2025
Present were Chair Wieczorek, Commissioners Feiger, Lucksinger, and Williams.

Commissioner Imhoff was absent.
 City Clerk Blankenship administered the Oath of Office to Commissioners Wieczorek and Williams.
 Passed Resolution 2025-001 recommending City Council receive and file the 2024 General Plan Annual Report, including the Housing Element Implementation Update, and passed Resolution 2025-002 recommending the City Council accept the Surplus Land Inventory.
 Passed Resolution 2025-003 adopting an Addendum to the Initial Study/Mitigated Negative Declaration and Mitigation Monitoring and Reporting Plan for the Tahoe Valley Stormwater Improvement and Greenbelt Project (File #18-087). * Commissioner Williams recused himself from this item due to a property interest in the area and left the meeting.

March 20, 2025
Present were Chair Wieczorek, Commissioners Feiger, Lucksinger, and Imhoff. Commissioner Williams was absent.
 City Clerk Blankenship administered the Oath of Office to new Commissioner Imhoff.  Passed Motion 2025-003 selecting Commissioner Wieczorek as Chair and Commissioner Lucksinger as Vice Chair for the year 2025.  Received Planning Commission Orientation Presentation from staff.  Passed Resolution 2025-004 recommending that City Council adopt an Ordinance Amending Chapter 6.60 of the South Lake Tahoe City Code (Time-Share), Confirming That Fractional Ownerships Are Time-Shares and Making Other Updates.

April 17, 2025
Present were Chair Wieczorek, Commissioners Lucksinger, Feiger, Imhoff, and Williams. 103
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 Passed Resolution 2025-005 finding 1) the proposed project, as conditioned, is consistent with the TRPA Compact, Regional Plan, the TRPA Code of Ordinances, and the Tourist Core Area Plan, 2) approve the required TRPA findings, 3) the proposed project could not have a significant effect on the environment, and a Finding of No Significant Effect (FONSE) shall be prepared in accordance with Rules of Procedure Section 6.6, and 4) approve TRPA Permit #24-173, subject to the standard and special conditions therein.

May 15, 2025
Present were Chair Wieczorek, Commissioners Feiger, Lucksinger, and Imhoff. Commissioner Williams was absent.
 Passed Motion 2025-006 to provide direction to staff regarding the Mid-Town Area Plan, ensuring policy language supports the desired direction for the area and that policies are carried through in development and design standards. Specific instructions include 1) vegetative border between the street and sidewalk, 2) preferential parking at the rear of any structures, 3) prioritize bike boulevards on Palmira Ave on southside of Highway 50, Ponderosa St, Lodi Ave, and Silver Dollar Ave, 4) prioritize the riverwalk concept behind the post office, and 5) multi-use connections and explicit signage for the school zones at the middle school and Bijou school.
* Commissioner Imhoff recused himself from this item due to a property interest in the area and left the meeting.
 Passed Resolution 2025-006 recommending the City Council confirm the Final Delinquent Fees Report and direct the Finance Department to send a certified copy of the report to the El Dorado County Auditor-Controller to add the delinquent amounts to the county property tax rolls for collection.

June 26, 2025 (June 12, 2025 was cancelled due to insufficient public noticing, and a special meeting was postponed to this date)
Present were Chair Wieczorek, Commissioners Lucksinger, Imhoff, and Williams.

Commissioner Feiger was absent.
 Passed Resolution 2025-007 1) finding the project is categorically exempt from CEQA pursuant to Section 15302, Class 2, which consists of the replacement and construction of existing structures and facilities; 2) approving the Major Design Review Permit DR25- 002 and the TRPA Permit DR25-002; 3) approving the allocation and transfer of 1,033 Square Feet of Commercial Floor Area to the parcel, and 4) making all other findings set forth in the Resolution.

July 2025
 No meeting scheduled.

August 21, 2025
Present were Chair Wieczorek, Commissioners Lucksinger, Feiger, Imhoff, and Williams.  Conducted an appeal hearing for a Vacation Home Rental Application at 759 Lakeview Avenue and passed Motion 2025-007 to continue this item to the September 18, 2025 meeting. The Commission provided direction to City staff to gather pertinent information 104
City Council Agenda Report November 4, 2025 Page 5
regarding 1) whether Measure T being found unconstitutional has bearing on their decision making, 2) to consider a limit on how to consider violations based on administrative matters (e.g., illegal listing) versus violations that are more consequential (e.g., noise, trash, or parking violations), 3) consult with City Council as to whether the decision to make 3 violations a permanent ban was intentional or was it just omitted since the previous ordinance and 4) whether there was any consideration given to citations being issued for every event, with the consequence that an owner may receive notices of citations, while receiving additional violations.  Passed Resolution 2025-008 1) Finding the project is categorically exempt from CEQA pursuant to Section 15332, Class 32, Infill Developments; 2) Granting a Special Use Permit pursuant to City Code Section 6.55.620; 3) Approving the Major Design Review #25-029; and 4) Making all other findings set forth in the Resolution. * Commissioner Imhoff left the meeting at 4:30 p.m. and was absent for the remainder of the meeting.
 Passed Motion 2025-008 1) accept staff recommendations on the four selected ADU designs, and 2) approve the final Preapproved ADU plans with the following recommendations: alternative garage floor plan considering a tandem access to reduce driveway coverage, revision to Garage + ADU - Option A for a single garage door rather than a double garage door to be incorporated by Planning Commission to be presented to City Council.
* Commissioner Imhoff left the meeting at 4:30 p.m. and was absent for this item.  Passed Resolution 2025-009 recommending the City Council adopt an ordinance amending City Code, Title 6, Chapter 6.15 (Building Regulations), Section 6.15.010 and

6.15.160 by adopting the 2025 California Building Standards Code (California Code of Regulations Title 24), including Green Building Code, Building Code, Fire Code, and related construction codes.
* Commissioner Imhoff left the meeting at 4:30 p.m. and was absent for this item September 18, 2025
Present were Chair Wieczorek, Commissioners Lucksinger, Feiger, Imhoff, and Williams.  Continued an appeal hearing for a Vacation Home Rental Application at 759 Lakeview Avenue and passed Resolution 2025-010, making all findings set forth in the Resolution and denying the appeal.
 Passed Resolution 2025-011 1) finding the project is categorically exempt from CEQA pursuant to Section 15332, Class 32, Infill Developments; 2) approving the Major Design Review Permit and the TRPA Permit; 3) granting the transfer of 712 Square Feet of Commercial Floor Area (CFA) to 2705 Lake Tahoe Boulevard for the construction of a new storage building; and 4) making all other findings set forth in the Resolution.
 Postponed an appeal hearing for a Vacation Home Rental Application at 4019 Blackrock Road to the October 16, 2025 meeting.
 Conducted an appeal hearing for a Vacation Home Rental Application at 3340 Pioneer Trail and passed Resolution 2025-012, making all findings set forth in the Resolution and denying the appeal.

FINANCIAL IMPLICATIONS
There are no financial implications associated with the City Council accepting and filing the Annual Planning Commission and Airport Land Use Commission Report. 105
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ENVIRONMENTAL CONSIDERATIONS
The action to accept and recommend City Council file the Annual Planning Commission Report is exempt from environmental review pursuant to CEQA Guidelines §15061(b)(3). The activity is covered by the common sense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

POLICY IMPLICATIONS
There are no policy implications associated with the City Council accepting and filing the Annual Planning Commission and Airport Land Use Commission Report. Pursuant to City Council Resolution 2024-016, the Planning Commission is reporting its activities to the City Council as required in the adopted resolution.
106
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:7
Agenda Item:

Annual Police Advisory Commission Report
Executive Summary: This is the written annual report for the Police Advisory Commission for 2025.

This report summarizes PAC meeting topics and activities meetings held in the last year. This Commission annual report is required by City Resolution 2022-011, "City Commissions and Boards".

Requested Action / Suggested Motions:

Receive and File.

Responsible Staff Member: Jeff Roberson, Chief of Police Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report - PAC Annual Report
107
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City of South Lake Tahoe
Report to City Council
Meeting Date: November 04, 2025
Title: Police Advisory Commission Annual Report
Location: Police Department
Responsible Staff Member: Jeff Roberson, Chief of Police Background: The Police Advisory Commission (PAC) was formed by the City Council via resolution at their meeting on May 18, 2021. The 2025 Police Advisory Commission members are Erika Gonzales (Chair), Alberto Manfredi (Vice Chair), Justin Zunino, Kelly Escobedo, and Valerie Smith.

This report will include PAC activity from February 12, 2024 through October 29, 2025, encompassing all four PAC meetings for the year 2025. This report was submitted to the Police Advisory Commission at their meeting on October 29, 2025 for review. An annual written report from City commissions is required by City Resolution 2022-011 “City Commissions and Boards”. This is the 4th annual report for the Commission since its formation.

Issue and Discussion: The following summary of the four Police Advisory Commission meetings held during the past year represents the PAC 2025 annual report to City Council.  February 12, 2025
o (former) Chief of Police Dave Stevenson pushed the Police Department 2024 Annual Report to the next meeting as it was still in review process.
o (former) Chief of Police Dave Stevenson presented on SLTPD Immigration policy and California Senate Bill 54, the California Values Act
 May 7, 2025
o Sgt Traci Trapani presented the Police Department Wellness Program o Sgt Russell Liles presented on Use of Force standards and Departmental Use of Force Statistics o (former) Chief Stevenson presented the Police Department Annual report for 2024 o (former) Chief Stevenson confirmed the meeting days, dates, times, and meeting limitations for 2025, scheduled from 4pm-6pm:
 February 12
 May 7
 August 6
 October 29
 August 6, 2025
o Officer Matt Hazlet presented the STACS program including guest speakers:
 Dr. Elizabeth McNamara from Barton Health
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 Chris Stearns from El Dorado Behavioral Health
o Chair Gonzalez requested the Chief present his vision for the police department  October 29, 2025
o Chief of Police Roberson discussed his strategic priorities over the next four years o Lt Scott Crivelli discussed the purchase of a Lenco Bearcat armorer vehicle and the retirement of the MaxxPro MRAP Rescue Vehicle.
o The Police Advisory Commission annual report was provided to the commission for review.

Financial Implications: Police Advisory Commission administrative function costs are absorbed in current allocated city budget.

Environmental Considerations: The proposed action is not a “project” subject to review under the California Environmental Quality Act (CEQA) under CEQA Guidelines section 15378(b)(4) (creation of government funding mechanisms or government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment).

Policy Implications: The Police Advisory Commission supports City Council Strategic Priority Three:

Ensuring Public Safety..
109
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:8
Agenda Item: Annual Independent Citizens' Oversight Committee (Measure P) Report Executive Summary: The Measure P Citizens Oversight Committee reviews and reports on the use of South Lake Tahoe Measure P funds for the design and construction of the new recreation complex. The committee, through its chair, shall provide an annual report and recommendations to City Council. The annual report is summarized in the staff report attached herein.

Requested Action / Suggested Motions: Receive and file
Responsible Staff Member: Olga Tikhomirova, Director of Finance John Stark, Director of Parks and Recreation
Reviewed and Approved By: Heather Stroud, City Attorney Susan Blankenship, City Clerk Attachments:
01-Staff Report Measure P Oversight Committee Annual Report.docx 110
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City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Measure P Independent Citizens’ Oversight Committee Annual Report Location: Citywide
Responsible Staff Member: Olga Tikhomirova, Director of Finance John Stark, Director of Parks and Recreation
Background: City Council Resolution No. 2019-088 requires the Measure P Independent Citizens Oversight Committee to report its activities to the City Council on an annual basis.

Issue and Discussion: The Measure P Citizens Oversight Committee met twice in 2025, on February 25 and October 8, in Council Chambers at City Hall. The purpose of these meetings was to review and discuss reports from City staff regarding the status of the Multi-Generational Recreation and Aquatics Center construction project and Measure P-funded bonds issued for the project.

Three of five committee members attended both meetings: Jerry Bindel, David Gregorich, and Jude Wood. Two committee members, Marissa Fox and Faye-Marie Pekar, have since relocated outside the area, and the committee is currently soliciting applications to fill these vacancies. City staff members in attendance included: Ricky Riddle, Construction Manager/Facilities Program Manager, Olga Tikhomirova, Director of Finance, John Stark, Parks and Recreation Director, and Kylee Finnegan, Recreation Program Coordinator.

The meetings covered the following agenda topics:
1) Multi-Generational Recreation and Aquatics Center Construction Project Update 2) Measure P Fund Balance, Expenditures and Forecast, Bond Updates, and Capital Project Account updates
The Measure P Oversight Committee is required to meet at least once annually, and more frequently as needed, pending the City’s anticipated expenditure of funds throughout the construction process.

Financial Implications: The committee reviewed the Measure P Transient Occupancy Tax (TOT) revenue to date, historical revenue data, Measure P TOT fund projections, and the construction account’s budget and actual report through July 31, 2025. All expenditures were verified as being consistent with the intended purpose of Measure P special revenue funds.

Environmental Considerations: This item is not a “project” subject to review under the California Environmental Quality Act (CEQA), pursuant to CEQA Guidelines Section 15378(b)(4), 111
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which exempts the creation of government funding mechanisms or fiscal activities that do not involve a specific project likely to result in significant physical impact on the environment.

Policy Implications: There are no policy implications associated with the City Council accepting and filing the Measure P Independent Citizens’ Oversight Committee Annual Report. 112
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:9
Agenda Item: Purchase of Bearcat G3 Pro Armored Vehicle From Lenco Industries Executive Summary: This action item would authorize the purchase of a Lenco Bearcat G3 Pro armored vehicle, associated travel and shipping expenses for a total purchase price not to exceed $433,963.88. This purchase is authorized through Lenco's government GSA cooperative purchasing agreement GS-07F-169DA.

Requested Action / Suggested Motions: Pass a Motion authorizing the purchase of a Lenco Bearcat G3 Pro from Lenco Industries and associated travel and shipping costs utilizing Lenco's government GSA cooperative agreement per South Lake Tahoe City Code section 3.45.090 using exiting budget appropriations up to $433,963.88.

Responsible Staff Member: Lt. Scott Crivelli
Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report - Armored Vehicle Purchase.docx
02 -Resolution - Armored Vehicle Purchase.docx
03-Lenco Quote - South Lake Tahoe PD CA.pdf
04-Lenco GSA Cooperative Agreement.pdf
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City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Purchase of Armored Vehicle from Lenco
Location: Police Department
Responsible Staff Member: Lieutenant Scott Crivelli (530) 542-6130 Background: In 2013, the Police Department acquired a MRAP (Mine Resistant Armor Protected) vehicle from the military at no cost to the city. The MRAP has served the police department well, however, due to its age, lack of serviceability, and manufacture support, staff is looking for authorization to replace the MRAP with a law enforcement specific armored vehicle.

Issue and Discussion: After taking possession of the MRAP in 2013, the police department’s capability to rapidly and safely respond to armed threats or protected rescues in our community greatly increased. Over the course of 12 years, the MRAP has been used on countless occasions to carry out different types of missions.

An armored police vehicle provides protection for our personnel and members of the public when faced with high-risk events. Most commonly, the MRAP is used as a vehicle for our SWAT team during events when a subject refuses to comply with law enforcement, is barricaded, and potential exists for the subject to be armed. Also, an armored vehicle allows execution of other life saving missions. For example, during a heavy flood, the MRAP was used to trek through water flooded streets to get community members into their homes for the retrieval of needed medication. An armored vehicle would be used during an active shooter event to either evacuate people from the danger area, or transport emergency personnel into a scene not yet deemed safe.

The MRAP has reached the end of its service life. The military has decommissioned the MRAP, which creates a serviceability issue. The MRAP is a specialty-built vehicle by a company named Navistar. Service parts are virtually non-existent. When staff has reached out for service support from Navistar, they refuse to help as they deem the information “classified.” Our motor pool has spent approximately $48,355 to date conducting repairs on the MRAP. Most notably, the brunt of the cost is labor time for our mechanics to figure out repairs on their own, as there is no support.

With the lack of available parts, we are one broken part away from the MRAP being inoperable for good. A detective within the police department spent his time in the Army as a heavy equipment / diesel mechanic. He worked on MRAPs in the military. Based on his experience, MRAPs do not slowly deteriorate over time. Rather one day, the MRAP will have multiple unrepairable issues and will be permanently inoperable. This would dramatically decrease the police department’s ability to safely respond to high risk events without the protection for our staff members and/or members of our community.
114
Council Agenda Report- November 4, 2025 Page 2 of 3
Additionally, the MRAP, has operational limitation issues which are remedied by the proposed replacement in this staff report. First, the MRAP engine brake was disabled by the military prior to it being released to the police department. Due to its weight and size, the MRAP cannot be safely driven out of the basin on its airbrakes alone. Staff was unable to re-enable the engine brake since Navistar would not release any classified information. Second, the MRAP requires the operator to possess a commercial driver’s license. The police department currently only has one member with a CDL. Therefore, we must rely on either a properly endorsed Firefighter, or motor pool mechanic to drive the MRAP. Third, interior space in the MRAP is extremely limited. The replacement proposed in this report offers much more space for personnel and rescues. Lastly, the police department has been wanting to replace the MRAP with the proposed vehicle in this staff report for some time, however, we are aware of the cost involved and have prioritized money elsewhere. Since funding is available without any impact to the general fund, now is the time we are seeking authorization to replace the MRAP.

The vehicle which staff recommends to replace the MRAP is made by industry leading Lenco Industries. Lenco makes specialized armored vehicles. The model recommended by staff is called the Lenco Bearcat G3 Pro. This model is being used by a large amount of law enforcement agencies across the nation. Our neighboring agencies, EDSO and DCSO have this model Bearcat and speak very highly of its reliability and quality. Lenco takes the chassis of a 4WD Ford F-550 and creates an armored vehicle. The Bearcat sits on a commonly used chassis and utilizes the Ford 6.7 Powerstroke diesel motor. The Bearcat comes with a 3-year powertrain warranty from Ford and 3-year warranty from all components added by Lenco. After warranty expiration, parts are common, easily accessible, and the powertrain is known by our motor pool mechanics.

Additionally, motor pool has a certified Ford Master Mechanic.

An operator of the Bearcat needs only a Class C driver’s license. The Bearcat can be safely driven off the hill if needed for mutual aid requests. The Bearcat, having a much smaller overall size, is significantly more maneuverable within the urban environment in which we operate. The interior of the Bearcat has ample space and allows a significant number of people to comfortably fit inside.

The Bearcat comes completely outfitted from the factory with all vital components for law enforcement operations and rescue missions. Some components include but are not limited to:
red and blue emergency lighting, siren, PA system, 4 independently controlled spotlights, 360 degree camera system, IR camera, bench seating, overwatch hatch, and run flat off road tires.

If Council approves the purchase of the Lenco Bearcat, Lenco will begin production. Production time is currently 12-18 months. Once the vehicle is completed, two police department staff members and one motor pool mechanic will go to the Lenco facility (Pittsfield, MA) for a delivery orientation from Lenco. Lenco will then ship the vehicle from Massachusetts to South Lake Tahoe. Once the vehicle arrives, staff will be returning the MRAP to the military. 115
Council Agenda Report- November 4, 2025 Page 3 of 3
Financial Implications: The expense of the vehicle purchase recommended in this staff report will have no impact on the City General Fund. The total purchase price with tax, shipping and costs for sending 3 city employees to Lenco’s factory will be $433,963.88.

Lenco Bearcat = $378,330.00
Shipping = $15,200.00
CA 8.75% Tax = $34,433.88
Employee Travel Expenses = $6000.00
Total = $433,963.88
Funds for this purchase will partially come from AB3229 COPs funding received from the state, designated for front line law enforcement. The current amount budgeted in COPs account 231020110-46110 (Machinery and Equipment) is $314,000.00, primarily utilizing the prior years’ available fund balance.

Staff is requesting authorization to transfer $120,000 from the Police vehicle replacement account (21102110-46130, funded by Prop 172 Safety Sales Tax) into the COPs account, 231020110-46110 to cover the remaining cost of this vehicle purchase.

The purchase of this armored vehicle is authorized by Lenco’s Government GSA cooperative agreement. Contract #GS-07F-169DA, valid 8/23/16 – 8/22/26.

Environmental Considerations: This is not a ‘project’ subject to review under the California Environmental Quality Act (CEQA) under CEQA guidelines section 15378(b)(2) (continuing administrative or maintenance activities, such as purchases for supplies).

Policy Implications: The purchase of these vehicles supports the following strategic priorities:
- Priority 3: Ensure Public Safety
116
Resolution 2025-XXX November 4, 2025 Page 1 of 2
Resolution 2025-XXX
Adopted by the City of South Lake Tahoe
City Council
November 4, 2025
Authorizing Police Department to purchase a Lenco Bearcat G3 Pro from Lenco Industries, associated shipping costs and travel expenses in an amount not to exceed $433,963.88, utilizing Lenco’s Government GSA cooperative purchasing agreement and authorizing the required budget transfers

BACKGROUND
A. The Police Department received the MRAP in 2013 from the military at no cost. The MRAP has reached the end of its service life. There is no support from the MRAP manufacture, as all parts or service manuals are deemed classified. If a replacement is not sought now, the MRAP will soon be unrepairable and unusable.

B. Lenco Industries makes specialized armored vehicles designed for law enforcement.

Neighboring agencies have the same make and model and speak highly of its quality.

C. There is a 12-18 month build time for Lenco Industries to build an armor vehicle. Once the Lenco Bearcat is delivered, PD staff will return the MRAP to the military.

D. The FY 2025-26 Adopted budget includes $314,000 in the AB3229 COPs account for the purchase of this vehicle. Additional funding is requested to be transferred from the Police Vehicle replacement account which has sufficient budget and available funds to accommodate the transfer. This purchase will have no impact on the general fund.

BASED ON THE FACTS SET FORTH IN THE BACKGROUND, BE IT RESOLVED, that the City Council of the City of South Lake Tahoe:

1. Authorizes the purchase of a Lenco Bearcat G3 Pro from Lenco Industries, associated shipping costs and travel expenses in an amount not to exceed $433,963.88

2. Authorizes the transfer of $120,000 from the Police vehicle replacement account (21102110-46130) into the COPs account, 231020110-46110. 117
Resolution 2025-XXX November 4, 2025 Page 2 of 2
Adopted by the City of South Lake Tahoe City Council on November 4, 2025 by the following vote:

Yes:

No:

Absent:

Abstain:
________________________ Date:_________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, City Clerk
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
118
Quotation 110753
10 Betnr Industrial Drive - Pittsfield, MA 01201
PH: 413-443-7359 - FAX: 413-445-7865
Quotation Date:

Lenco Tax ID#:
09/09/25
04-2719777
Customer Code: SULCA
Page #: 1 of 2
South Lake Tahoe Police Department
1352 Johnson Boulevard
South Lake Tahoe, CA 96150 USA
Bill To
South Lake Tahoe Police Department
1352 Johnson Boulevard
South Lake Tahoe, CA 96150 USA
Ship To
Net 30 Days FOB: Destination
Payment Terms
Lenco Contact
Jim Massery
Shipping Terms
Estimated Completion
Ship Via
Common Carrier
Inspection & Acceptance
18 Months (+ or -) ARO At Lenco's Facility, Pittsfield, MA Item: Product # Qty Unit Price Total
Vehicle configuration 4552
Lenco BearCat BC55003-BASE 1 $264,310.00 $264,310.00
Options:

California Mandated Solid Burn Red & Blue-Front, Amber & Blue-Rear LED_CALIF 1 Lusterless Urban Green LUSTERLESS_URBAN_GREEN 1
G3 Pro Package G3PRO 1 $123,155.00 $123,155.00
Package Discount DISC 1 -$15,000.00 -$15,000.00
BearCat G3 4-Wheel Off-Road Upgrade Pkg w/Run-Flats BC3WOFFRD 1 Diesel Engine, 6.7L Turbo BCDLEN 1
4-Door Configuration BC4DR 1
(1) 7" Vertical GunPort Upgrade BCGP7 8
360 Camera System BC360DEG 1
Rear A/C - Heating System: High Capacity Upgrade BCHACUP 1 Hydraulic Front Mounted Receiver with Ram Post and Plate BCHYDRAM 1 Draco Prep Package BCDRACOPREP 1
VSP Style Low Profile & Scene Lighting Pkg BCVSPL 1
Roof Mounted Remote Control Spot Light - LED BCSLLED 2
High Intensity Driving Lights in Front Bumper BCHIDL 1
Fender Intersection Lights BCFIL 1
IR Take Down Light (Bumper Mounted) BCTDL-IR 1
AC-DC Power Inverter w/ Auto Eject BCINV2000 1
Armored Oil Pan Guard BCAOPG 1
Intercom System Inside to Outside BCINT 1
Weapons Mount BCWMT 6
Break and Rake BCBAR 1 $1,800.00 $1,800.00
Door Pivoting Ram Head BCDPRH 1 $1,880.00 $1,880.00
Ford F550 Service Manuals BCFMNL 1 $995.00 $995.00
Ford Ignition Key BC104649 2 $595.00 $1,190.00
Configuration Subtotal: $378,330.00
Lenco BearCat G3PRO 1 $378,330.00 $378,330.00
Freight Out - SWAT FREIGHTOUT-VEHICLE 1 $15,200.00 $15,200.00 Net Total $393,530.00
119
Quotation 110753
10 Betnr Industrial Drive - Pittsfield, MA 01201
PH: 413-443-7359 - FAX: 413-445-7865
Quotation Date:

Lenco Tax ID#:
09/09/25
04-2719777
Customer Code: SULCA
Page #: 2 of 2
Notes:

Authorized
WARNING: Information Subject to Export Control Laws
Acceptance of this quotation or entering into a purchase agreement with Lenco, the purchaser agrees to Lenco's full Terms and Conditions of Sale, available upon request. This quote will be valid for 60 days.

Please sign and return Jim Massery
Authorized
Thank you
The written approval of the Directorate of US Defense Trade Controls and Lenco Industries, Inc. must be obtained before reselling, transferring, transshipping or disposing of a defense article to any end user, end use or destination other than as stated on this Lenco quote or the shipper's export declaration in cases where an exemption is claimed under this subchapter ITAR 123.9(A).

ACCEPTANCE OF PROPOSAL
Signature:_______________________________ Signature:_______________________________ Estimated South Lake Tahoe Sales Tax $334,433.86 is not collected by Lenco.

H-GAC – Ambulances, EMS, and Other Special Service Vehicles Contract Number: AM10-23
Current Option Period End Date: September 30, 2027
120

GENERAL SERVICES ADMINISTRATION
Federal Supply Service
Authorized Federal Supply Schedule Price List
SIN: 336992
Law Enforcement & Security
FSC Class: 2355 / NAICS: 336992
Date Revised: 03/07/2025

CONTRACTOR CATALOG
Terms & Conditions
I. LENCO Contact Information
Lenco Contract #: GS-07F-169DA
Contractor: LENCO INDUSTRIES, INC.
dba LENCO ARMORED VEHICLES
10 BETNR INDUSTRIAL DRIVE
PITTSFIELD, MA 01201
Web Address: http://www.SWATtrucks.com
E-Mail: [email protected]
Effective Date: February 12, 2024
Contract Period: August 23, 2016 thru August 22, 2026
Order Status POC: [email protected]
DUNS: 051950293
Business Size: Small / Manufacturer
Contract Administration: Rob Weisberger/Tel. 413-443-7359 Ex 118 For more information on ordering from Federal Supply Schedules, click on the FSS Schedules Button at http://www.fss.gsa.gov.
121
II. TERMS AND CONDITIONS LENCO INDUSTRIES,
INC.
1a. Awarded Special Item Numbers: 336992 – Armored Security Vehicles 1b. Lowest Priced Model Number for each Awarded Special Item Number(s):

SIN# 336992, Lenco B.E.A.R.® Base Price $289,749.

SIN# 336992, Lenco BearCat® Base Price $264,310.

SIN# 336992, Replacement Glass Price List
1c. Does Not Apply.

2. Maximum Order Guideline: $850,000 per order
(Note: delivery order may be placed against the Schedule contract even though it exceeds the maximum order)

3. Minimum Order: $100

4. Geographic Coverage:

U.S. 50 States, Washington D.C., Puerto Rico, U.S. Territories; and CONUS or OCONUS.

5. Points of Production:

Lenco Armored Vehicles
10 Betnr Industrial Drive
Pittsfield, MA 01201
Berkshire County

6. Basic Discount:

Net GSA pricing as shown on the Lenco GSA Pricing Schedules found on GSA Advantage and on Lenco web sites for the Lenco BEAR and BearCat.

7. Qty/Vol Discount:
.5% Discount Each Off Purchase of (5) (Base Model Armored Vehicles) 1% Discount Each Off Purchase of (10) (Base Model Armored Vehicles)

8. Prompt Payment Terms: 0%, Net 30 Days

9.. Government Credit Card: Accept Government Credit Cards – Below and Above micro purchase threshold

10. Foreign Items: None
11a. Time of Delivery: 240 Days ARO
11b. Expedited Delivery: Contact Contractor
11c. Overnight/2-Day Delivery: Contact Contractor
11d. Urgent Requirements: Contact Contractor

12. FOB Point: Origin, Freight Prepaid & Added

13. Ordering Address: Lenco Industries, Inc.
10 Betnr Industrial Drive
Pittsfield, MA 01201
Telephone: 1-800-444-5362 or 413-443-7359
FAX: 413-445-7865
Email: [email protected]

14. Payment Address: Lenco Industries, Inc.
10 Betnr Industrial Drive
Pittsfield MA 01201

15. Warranty Provisions:

Standard Commercial Warranty
122
III. TERMS AND CONDITIONS LENCO
INDUSTRIES, INC.

16. Export Packing Charges: Export Packing Charges To Be Determined

17. Terms and Conditions of Government Credit Card Acceptance: Accepted all purchases up to a maximum of $10,000.

18. Terms and Conditions of any other service: Not Applicable

19. Terms and Conditions of Installation: None

20. Terms and Conditions of Repair Parts indicating Date of Parts Price Lists and any Discounts from List Prices: None

21. List of Service and Distribution Points: N/A

22. List of Participating Dealers: None

23. Preventative Maintenance: None

24. Environmental Attributes, E.G. Recycled Content, Energy Efficiency, and/or Reduced Pollutants:

Meets Federal Emission Standards.

25. Data Universal Number System (DUNS) Number: 051950293

26. CCR Database: Yes - Cage Code 1KA02

27. Inspection & Acceptance: At Lenco Factory, Pittsfield, MA 123
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:10
Agenda Item:

Police Boat Safety and Enforcement – State FY 26/27 Financial Aid Application Authorization Executive Summary: The Police Boating Safety Program is supported by two primary funding sources:
up to $39,953.66 in financial aid from California State Parks, Division of Boating and Waterways, and an estimated $59,508.00 from El Dorado County vessel property taxes for FY 2026/27. To apply for the State funding, California State Parks requires City Council authorization for the Mayor, or their designee, to sign the application and financial aid program agreement by the deadline of December 31, 2025. If funding is awarded, staff will return to Council to request formal acceptance and participation in the program.

Requested Action / Suggested Motions:

Pass a Resolution authorizing the Police Chief to sign application to apply for financial aid through the CA Division of Boating and Waterways for 2026/2027 Police Boat Operations.

Responsible Staff Member: Lieutenant Russell Liles
Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report - Police Boat Safety and Enforcement.docx 02-Resolution-Application Authorization Police Boat Operations.docx 03-Form 801.4 SLT2026-27 backup.pdf
04-Form 801.4 SLT2026-27 signed.pdf
124
Council Agenda Report November 4, 2025 Page 1 of 1
City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Police Boat Safety and Enforcement – State FY 26/27 Financial Aid Application Authorization Location: Police Department
Responsible Staff Member: Lt. Russell Liles
Background: The City provides a Police Boating Safety and Enforcement Program each year for residents and visitors of our community. This program begins approximately two weeks prior to Memorial Day weekend and ends approximately two weeks after Labor Day weekend. The program is funded every year by a state boating safety grant combined with El Dorado County vessel property taxes. The program provides the city with funding to staff the Police Department patrol boat on the waters of Lake Tahoe during this time.

Issue and Discussion: The Police Boating Safety Program is funded by two revenue sources. The first source is financial aid from California State Parks, Division of Boating and Waterways in an amount of up to $39,953.66 . The second revenue source is from El Dorado County vessel property taxes estimated at $59,508.00 for FY 26/27.

To receive this funding, California State Parks requires the City Council authorize the Mayor, or their designee, to sign the application for financial aid and the financial aid program agreement. The deadline for application for aid from the State’s FY 26/27 budget is 12/31/25. Once funding has been granted for the City of South Lake Tahoe, staff will return to Council for authorization to accept and participate in the financial aid program.

Financial Implications: Applying for this financial aid program through California State Parks, relieves any impacts to the general fund for Police Boat operations.

Environmental Considerations: The proposed action is not a “project” subject to review under the California Environmental Quality Act (CEQA) under CEQA Guidelines section 15378(b)(4) (creation of government funding mechanisms or government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment).

Policy Implications: The police boating safety program supports the City of South Lake Tahoe’s Strategic Plan “3 – Public Safety”.
125
Resolution 2025-XXX November 4, 2025 Page 1 of 1
Resolution 2025-XXX
Adopted by the City of South Lake Tahoe
City Council
November 4, 2025
Authorizing Application for Financial Aid Through the CA Division of Boating and Waterways for 2026/2027 Police Boat Operations

BACKGROUND
A. The City of South Lake Tahoe Police Department operates a Police Boating Safety and Enforcement Program.

B. The City of South Lake Tahoe Police Department will apply for financial assistance from the State Boating and Enforcement Aid Program
C. The Police Boating Safety Program is funded by two revenue sources. The first source is financial aid from California State Parks, Division of Boating and Waterways in an amount of up to $39,953.66. The second revenue source is from El Dorado County vessel property taxes estimated at $59,508 for FY 26/27.

D. Staff will return to Council to accept the financial aid and participate in the program.

BASED ON THE FACTS SET FORTH IN THE BACKGROUND, BE IT RESOLVED, that the City Council of
the City of South Lake Tahoe:

1. Approves the application for financial aid from the CA Division of Boating and Waterways for 2026/2027 Police Boat Operations and authorizes the Police Chief to sign the application.

Adopted by the City of South Lake Tahoe City Council on November 4, 2025, by the following vote:

Yes:

No:

Absent:

Abstain:
________________________ Date:_________
Mayor
Attest:
________________________
Susan Blankenship, City Clerk
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
126

EL DORADO COUNTY
AUDITOR'S WORKPAPER Prepared 7/9/25

BOATING AND SAFETY ENFORCEMENT AID

CITY OF SOUTH LAKE TAHOE
2025-26 ESTIMATED PERCENTAGE INCREASE IN BOAT TAX REVENUES [SIP-604/SIB-102]

FISCAL ASSESSMENT CHANGE PERCENTAGE

YEAR COUNT IN COUNT CHANGE
2004-05 622 93 17.6%
2005-06 629 7 1.1%
2006-07 621 (8) -1.3%
2007-08 647 26 4.2%
2008-09 687 40 6.2%
2009-10 659 (28) -4.1%
2010-11 640 (19) -2.9%
2011-12 593 (47) -7.3%
2012-13 595 2 0.3%
2013-14 569 (26) -4.4%
2014-15 597 28 4.9%
2015-16 589 (8) -1.3%
2016-17 568 (21) -3.6%
2017-18 597 29 5.1%
2018-19 625 28 4.7%
2019-20 657 32 5.1%
2020-21 627 (30) -4.6%
2021-22 712 85 13.6%
2022-23 798 86 12.1%
2023-24 815 17 2.1%
2024-25 552 (263) -32.3%
2025-26 559 7 1.3%
FY 2025-26 Actual => FY 2026-27 Estimate T.R.A. T.R.A. T.R.A. CITY OF 002-002 002-007 002-010 SLT
MARKET VALUE OF ASSESSED BOATS 26,982,445 61,307 40,028 $ 27,083,780 AD VALOREM TAX RATE (EXCLUDING DEBT SERVICE FUNDS) 1.00% 1.00% 1.00% 1.00% TOTAL PERSONAL PROPERTY TAXES ON BOATS $269,824 $613 $400 $270,838 AGENCY TAX ALLOCATION FACTOR (COUNTYWIDE AVERAGE) 21.974% 21.750% 20.821% 21.972% AMOUNT TO BE SHOWN ON LINE "5" $59,291 $133 $83 $59,508 S:\Boat Tax\BOATS2026.xlsx
25 BOATS City SLT Stp5 1 OF 1127

EL DORADO COUNTY
AUDITOR'S WORKPAPER Prepared 7/9/25

BOATING AND SAFETY ENFORCEMENT AID

CITY OF SOUTH LAKE TAHOE
2025-26 ESTIMATED PERCENTAGE INCREASE IN BOAT TAX REVENUES [SIP-604/SIB-102] INCREASE PERCENTAGE

FISCAL ASSESSED INCREASE INCREASE

YEAR VALUATION IN VALUE (DECREASE
1990-91 10,969,347 434,142 4.1%
1991-92 11,909,731 940,384 8.6%
1992-93 11,104,622 (805,109) -6.8%
1993-94 10,064,346 (1,040,276) -9.4%
1994-95 9,274,251 (790,095) -7.9%
1995-96 9,629,732 355,481 3.8%
1996-97 9,542,157 (87,575) -0.9%
1997-98 9,723,421 181,264 1.9%
1998-99 10,658,221 934,800 9.6%
1999-00 13,005,238 2,347,017 22.0%
2000-01 12,513,359 (491,879) -3.8%
2001-02 10,693,356 (1,820,003) -14.5%
2002-03 12,393,945 1,700,589 15.9%
2003-04 11,373,660 (1,020,285) -8.2%
2004-05 13,739,327 2,365,667 20.8%
2005-06 14,900,174 1,160,847 8.4%
2006-07 15,562,237 662,063 4.4%
2007-08 19,938,420 4,376,183 28.1%
2008-09 21,942,645 2,004,225 10.1%
2009-10 24,713,616 2,770,971 12.6%
2010-11 19,081,423 (5,632,193) -22.8%
2011-12 17,686,745 (1,394,678) -7.3%
2012-13 16,624,848 (1,061,897) -6.0%
2013-14 18,498,563 1,873,715 11.3%
2014-15 18,314,282 (184,281) -1.0%
2015-16 17,331,217 (983,065) -5.4%
2016-17 16,685,159 (646,058) -3.7%
2017-18 17,584,276 899,117 5.4%
2018-19 18,007,005 422,729 2.4%
2019-20 19,657,402 1,650,397 9.2%
2020-21 18,865,510 (791,892) -4.0%
2021-22 22,410,580 3,545,070 18.8%
2022-23 34,182,615 11,772,035 52.5%
2023-24 29,031,917 (5,150,698) -15.1%
2024-25 25,309,594 (3,722,323) -12.8%
2025-26 26,982,445 1,672,851 6.6%
S:\Boat Tax\BOATS2026.xlsx
25 BOATS City SLT Stp5 1 OF 1128
002007-002010 CITY OF SLT
2025 Step 4
Prepared 7/09/2025
TaxYear Value Date Asmt TRA PPValue
2025 1/1/2025 830009148000 002007 $ 12,900
2025 1/1/2025 830025465000 002007 $ 37,657
2025 1/1/2025 830025924000 002007 $ 10,750
TOTAL $ 61,307
COUNT 3
TaxYear Value Date Asmt TRA PPValue
2025 1/1/2025 830025737000 002010 $ 40,028
TOTAL $ 40,028
COUNT 1
129
130
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: November 4,
2025
Agenda Item #:11
Agenda Item:

Purchase of Freightliner Sander Truck
Executive Summary: The mission of the City of South Lake Tahoe Public Works Department is to operate and maintain the City’s transportation network to ensure it functions safely and efficiently. In recent years, the City has prioritized investing in new snow removal and heavy equipment to improve operations and enhance public service. In the annual budget for FY 2025-2026, the City Council authorized one sander to support and improve snow removal operations throughout the City.

Requested Action / Suggested Motions: Pass a Motion authorizing the City Manager to purchase:

One (1) Freightliner Sander Truck for $422,340.41, for Public Works, through Sourcewell Cooperative Agreements, per South Lake Tahoe City Code section 3.45.090 (Cooperative Purchasing).

Responsible Staff Member: John Dickinson, Interim Director of Public Works, and Phil Harwood, Maintenance Manager
Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report Equipment
02- Quote
03- Specs
131
Council Agenda Report November 4, 2025 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: November 4, 2025
Title: Purchase of Equipment for Snow Removal and Public Works Location: Citywide
Responsible Staff Member: John Dickinson, Interim Director of Public Works, Phil Harwood, Fleet Manager
Background: The mission of the City of South Lake Tahoe Public Works is to operate and maintain the transportation network and while ensuring that the network functions and facilities are operating safely and efficiently. The city has been investing in replacing outdated snow removal and other heavy equipment to improve and enhance operations and provide better service to the public. In 2024, the City Council authorized the purchase of two new graders. This year, staff recommends additional equipment to replace outdated snow operations equipment for Public Works. Staff recommends the purchase of one sander truck as approved in the annual budget meeting in August of 2025.

Issue and Discussion: Staff is recommending the purchase of the following equipment:

One (1) Freightliner truck with plow and sander body from Velocity Truck Centers for $422,340.41.

The sander truck will be used for snow operations. See Attachment 02 for technical specifications and quote.

Financial Implications: The City will purchase this equipment through the Sourcewell Cooperative Agreement, per City SLTCC § 3.45.090. The funding for this equipment was approved with the 2025-2026 year budget on August 26, 2025. The following is a breakdown of funding sources:

Equipment Total Cost Funding Source Account Number
Freightliner Sander $422,340.41 Measure S 208-03610-46110 Environmental Considerations: This purchase is not a "project" subject to review under the California Environmental Quality Act (CEQA) under CEQA Guidelines section 15378(b)(2) (continuing administrative or maintenance activities, such as purchases for supplies).

Policy Implications: The purchase of the equipment will improve snow operations.

The vehicle and equipment contemplated herein will be purchased through a Cooperative Purchasing Contract under the public exigency Sole Source option. City Code Section 3.45.090 132
Council Agenda Report November 4, 2025 Page 1 of 2
allows for Cooperative Purchasing: "Where another governmental agency performs a solicitation and bid process for the City and multiple agencies or jurisdictions, and where the purchase of materials, supplies, and equipment is based on an agreement or cooperative purchasing program under authority granted by statute or ordinance, under a contractual arrangement between the City and said the governmental agency, or under a determination by the city manager that the governmental agency conducted a competitive bidding process, the City may purchase materials, supplies and equipment based upon the governmental agency's solicitation and bid process without complying with the bidding requirements of this chapter". 133
Prepared for:

Phil Harwood

SOUTH LAKE TAHOE CITY OF
1901 Airport Road
South Lake Tahoe, CA 96150
Phone: 530-542-6086

Prepared by:

James Pescitelli

VELOCITY TRUCK CENTERS
1550 S MCCARRAN BLVD
SPARKS, NV 89431
Phone: 775-690-5401
Application Version 12.0.303
Data Version PRL-29D.047
South Lake Plow and Sander
07/14/2025 3:00 PM

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