HomeMy WebLinkAboutResolutions 9910 N.C.S. 09/19/1983;~
Resolution No. 9910 N. C. S.
of the City of Petalurna, California
AMENDING RECORDS RETENTION SCHEDULE
RESOLUTION NO . 8432 N. G. S.. B Y
ADDING CERTAIN PERSONNEL RECORDS
WHEREAS, certain retention periods for public records, established in
the Files Management Manual for the City of Petaluma and the "City of
Petaluma Record Retention Schedule" have; been modified by State and
Federal law;
NOW, THEREFORE, BE IT RESOLVED that the attached Retention
Schedule, marked "Exliibit A" and made a part hereof, pertaining to
Personnel Records is hereby adopted and made a part of the City's Records
Management System Retention Tables.
Under the power and authority conferred upon this Council by the Charter of said City.
pat3 I hereby certify the foregoing Resolution was introduced and adopted by the Appr e as to/~~'-
Council of the City of Petaluma at a(Regular) (~2~d~x($~Ci~b~ meeting ~~ orm
ori the -•-_-.~.~;G.Y)._...... day of ......S.e_~at~bab~x :............•-•--.-•---., 19_~~., by the
following vote: -_ .,~=-... _...••• •••••••---y-----
~ ' it Attorney
AYES: Perry, Bond, Cavanagh, Balshaw,. Vice Mayor Harb son, Mayor Mattei
~~
NOES: None
ABSENT: B gl i a
_ . ' ~, _.
.. . -
, ,.
ATTEST: ---- •- • -• -••. . .. . ... . . •- •:---..... ..•••--•••-•-.....• ~~ --... ~ --•... . .. . -,:'• ••-••-•---• .... .... .........•--...
City Clerk Mayor .
Council I' ile .. ..................................
~o~, cA z~ia~ x~. rro .............9 910:...
RETENTION PERIODS OF PERSONNEL RECORDS
RECORD TITLE AND DESCRIPTION
I. Employment Related Documents
Pre-Hire
A. Applications '(include AAP data)
- for which no employment list is
established.
'- for which an employment list is
established.
B. Tests
- oral, medical, psychological-, etc.
(not hired)
- pre-hire tests (hired)
C. Employment Lists and Back-up Data
(not hired)
Post Hire Documents
A. - terminated employees
B. - retired employees
C. Any Affirmative Action/Grievance
EE0-4 Reports
Affirmative Action Goals & Timetables
Resolution No. 9910 NCS
Office Retention
2 years
two years from expiration
of employment list
two years from expiration
of employment list
see Post Hire Documents
two years from last action
or expiration of the list
two years from date of last
action (i.e., termination;
w/c claims; u/i claims)
two years from retirement
two years from date of settle-
ment or date of last action
three years from calendar
year to which they refer
until superseded
Total Period of Retention -
2 years
two years from expiration
of employment list
two years from expiration.
of employment list
see Post Hire Documents
two years from last action
or expiration of the list
twenty-five years
fifty years
twenty-five years
three years from calendar
year to which they refer
resolution permanently on file
City Clerk
page 1
RETENTION PERIODS OF PERSONNEL RECORDS
RECORD TITLE AND DESCRIPTION
Office Retention Total Period of Retention
Position,Alloeation Lists until superseded until superseded
Direetiv.es . until.superseded until superseded
Leave Records Cards see Post Hire Documents see Post Hire Documents
Leave Request Forms see Post Hire Documents see Post Hire pocuments
Job Classification Descriptions until superseded resolution permanently on
file with City Clerk
Salary Schedule until superseded until superseded
Ordinances until superseded ordinance permanentl'y on file
with City Clerk
~ Resolution No. 9910 NCS page 2
RETENTION PERIODS OF PERSONNEL RECORDS
RECORD TITLE AND DESCRIPTION
II. Labor Relations Documents
Rules & Regulatio_ns:.Employer-Employee Relations
Rules & Regulations: Establishing Personnel System
Memorandums of.Understanding
Employee Association Information
Holiday Resolution
Minutes of Meet & Confer Sessions
Appeals to the Personnel Borad
' Resolution No. 9910 NCS
Office Retention Total- Period-of Retention
until superseded resolution permanently on file
City Clerk
until superseded resolution permanent`ly on file
City Clerk
until superseeled resolution permanently qri file
City Clerk
ten years after twenty-five years after date
date of last action of last action regarding
regarding certified certified association
association
unfiil superseded resolution permane"ntly on file
City Clerk
ten ye.ars fifty year.s
ten years fifty years
ten years fifty years
page 3
~
RECORD TITLE AND DESCRIPTION
III. Insurance Related Documents
Workers' Compensation Files
-. individual
- miscellaneou's reports
- general letters
Unemployment Insurance
- indtv~idual
- miscellaneous reports
- general
CAL/OSHA Accident Reports
Public Employees Retirement
- letter placing on rolls
,~ - contract modifications
~ ,:
. ~ Resolution No. 9910' NCS
RETENTION PERIODS OF PERSONNEL RECORDS
Office Retention
Total PeYiod of Retention
five years from date of last see Post Hire Documents
closed claim
ten year-s ten year,s
two years two years
two years from clate of last
closed claim
two years
two years
five years after the end of
tYie calendar year to which
they refer
see Post Hire Documents
two years from last action
see Post Hire Documents
two years
two years
five years after the end of
fhe c_alendar year to which
they refer
see Post Hire Documents
resolution permanently on file
City Clerk
page 4