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R-020-24 - Adopting a Revised Records Retention Schedule and Policy for the Retention and Destruction of Obsolete Records
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R-020-24 - Adopting a Revised Records Retention Schedule and Policy for the Retention and Destruction of Obsolete Records
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Last modified
8/26/2025 10:41:11 AM
Creation date
4/8/2024 4:56:29 PM
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City Clerk
Agenda Type
City Council
CC - Doc Type
Resolution
Date
4/2/2024
Resolution No.
R-20-24
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CITY OF COLTON RECORDS RETENTION SCHEDULE <br /> Destruction of any City record must have City Council approval and written consent from the City Attorney, <br /> unless otherwise provided by law. (Gov.Code§ 34090.) <br /> Category of Record Description or Example of Record Legal Authority Minimum Legal Retention <br /> Bank statements, receipts, certificates of 26 CFR 31.6001- 4 years <br /> Bank Account Reconciliations (Sec. of State Guidelines— <br /> deposit, etc. 1(e)(2) <br /> e)(2) <br /> recommended retention: <br /> until audited+ 5 years) <br /> FPPC form used by elected officials to disclose <br /> Behested Payment Report(FPPC Form payments made at their behest($5,000 or more GC 81009; 7 years <br /> 803) from same source) for legislative, 82015(b)(2)(B)(iii) <br /> governmental, or charitable purposes. <br /> Bids, Successful Includes plan and specifications; GC 34090 4 years <br /> notices/affidavits. CCP 337, 337.1 <br /> Bids, Unsuccessful Unsuccessful bid packages only GC 34090 2 years <br /> Billing Records Utility bill stubs—submitted with payment GC 34090 Current+2 years <br /> Authorization/public hearing Upon cancellation, <br /> Bonds records/prospectus/proposals/certificates/notices CCP 336a, 337.5 redemption or maturity+ 10 <br /> (transcripts)/registers/statements. years <br /> Bonds, Development Housing; Industrial Development CCP 337.5 10 years <br /> Form of insurance that covers employer(City) Length of employment +2 <br /> Bonds, Employee (Fidelity Bonds) for losses resulting from fraudulent acts of GC 34090 <br /> specified employees years <br /> Final bond documentation; monthly statement GC 34090 Upon cancellation, <br /> Bonds - Final of transactions; supporting documents CCP 337.5 redemption or maturity+10 <br /> years <br /> Legal Authority Abbreviations <br /> CCP Code of Civil Procedure(California) GC Government Code(California) PC Penal Code(California) <br /> CCR California Code of Regulations R&TC Revenue&Taxation Code(California) H&S Health&Safety Code(California) <br /> CFR Code of Federal Regulations USC United States Code <br /> EC Elections Code(California) LC Labor Code(California) <br /> 6 <br /> 23152.02000\42032820.2 Updated April 2024 <br />
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