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Home My WebLink AboutOCSD 00-26 (REPEALED)RESOLUTION NO. OCSD 00-26 ADOPTING POLICIES AND PROCEDURES FOR DISTRICT'S RECORDS MANAGEMENT PROGRAM. RECORDS RETENTION, AND DESTRUCTION OF OBSOLETE RECORDS A RESOLUTION OF THE BOARD OF DIRECTORS OF ORANGE COUNTY SANITATION DISTRICT ADOPTING POLICIES AND PROCEDURES FOR DISTRICT'S RECORDS MANAGEMENT PROGRAM, RECORDS RETENTION, AND DESTRUCTION OF OBSOLETE RECORDS, AND REPEALING RESOLUTION NO. OCSD 98-16 WHEREAS, it is necessary to establish a policy to maintain a Records Management Program ("Program") that provides for the identification, access, and protection of all records generated or received by the District; and WHEREAS, said Program ensures that all District records are created, received, maintained, and destroyed in a cost-effective manner, in accordance with operating requirements for District business and applicable statutes and regulations; and WHEREAS, the Board of Directors of District is authorized, by the provisions of California Government Code Sections 60200 through 60204, inclusive to destroy records under certain conditions; and WHEREAS, it is desirable and appropriate to authorize the destruction of records on a routine basis that have been retained for a certain period of time, that are copies of originals on file with the District, or that have been preserved in conformance with all applicable statutes. NOW, THEREFORE, the Board of Directors of Orange County Sanitation District, DOES HEREBY RESOLVE, DETERMINE, AND ORDER: Section 1 : Adoption of Policy and Establishment of Program. The Board of Directors of District hereby adopts a Records Management Policy and authorizes the establishment of a Records Management Program, set forth on Exhibit "A", attached hereto and incorporated herein by reference. Section 2: Adoption of Records Retention Schedule. The Board of Directors of District hereby adopts a Records Retention Schedule, set forth on Exhibit "B", attached hereto and incorporated herein by reference. REPEALED BY OCSD 02-02 t I Section 3: Authorization for Destruction of Records. The destruction of certain records, papers, and documents is hereby authorized, pursuant to California Government Code Sections 60200 et seq., after such records have been retained for the minimum time set forth on the Records Retention Schedule. Section 4: Destruction of Records After Preservation. Any record not expressly required by law to be filed and preserved, may be destroyed at any time after it is preserved in conformance with the requirements of California Government Code Section 60203. Section 5: Destruction of Duplicates. Pursuant to California Government Code Section 60200, any duplicate record, paper, or document, the original or a permanent photographic copy of which is in the files of any office or Department of the District, may be destroyed after confirmation by the Board Secretary that such original or permanent photographic copy remains on file in the District. Section 6: Retention of Records Not Mentioned. All records, papers, and documents not mentioned in this Resolution shall be retained indefinitely. Section 7: Resolution No. OCSD 98-16 is hereby repealed. -:: •' ; > u I ~ .. .. . ., . r •I "" ' \ ',' ,J ': : ~ i Orange County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Magnetic, Optical, etc. 100 ABANDONMENTS 101 ACXJDENT RECORDS 102 ACCOUNTING REPORTS 103 ACCOUNTS PAYABLE FILES 104 ACCOUNTS RECEIVABLE FILES 105 ADMINISTRATIVE RECORDS 106 AGENDA REPORTS 107 AIR QUALITY FILES 108 ANNEXATION FILES 109 ANNUAL REPORTS, FINANCIAL 110 ANNUAL REPORTS, OPERATIONAL 111 ASSOCIATION FILES 112 AUDIT RECORDS, ENVIRONMENTAL 113 AUDIT RECORDS, FINANCIAL 114 AUDIT RECORDS, INTERNAL Office of Record SECRETARY TO BOARD OF DIRECTORS SAFETY AND EMERGENCY RESPONSE ACCOUNTING ACCOUNTING ACCOUNTING ORIGINATING DIVISION SECRETARY TO BOARD OF DIRECTORS AIR QUALITY AND SPEQAL PROJECTS SECRETARY TO BOARD OF DIRECTORS FINANCE ADMINISTRATION ORIGINATING DIVISION ORIGINATING DIVISION ENVIRONMENTAL COMPLIANCE AND MONITORING FINANCE ADMINISTRATION ORIGINATING DIVISION RETENTION Duplicate Official 2 u CL 6 1 2 1 4 1 6 1 3 1 u 1 5 1 u 1 u 1 20 SU SU 5 u CL Cl+6 1 3 Citation CAGC 60203 CAGC60203 October 25, 2000- Page 1of11 VHC ~DO ODO ODO ODO ~DO 000 ~~o ODD ~~O o~o 000 ODD ODO O~O ODO .ms s:u~ s m n·ms.ss s: s. ·:s.rn.1. r~ sJH·aw~ s·s:Eb:fSMi mJEEiii!i::Si'.Blillf?•is~·EH::. 1 .u:::m::::: ::s:.::::ma::::::m:E. :,WJmnrn:m:: ;:_::;;:;:;:.w~1 ::: i CE a:m: 1:: i: i ::1 sm RETENTION PERIOD EVENT Code All retention periods are listed in years (unless othetwise specified) and are in addition to the current year. AR -Annual Review AU -After Audit CL -Closed, Completed EX-Expired LI -Life (of Organization, Plant, Equipment, etc.) RE-Revised SA -Sale, Disposition ST -Settlement SU -Superseded TE -Termination [rptRRS(All)) Characteristics V-Vital H -Historical C -Confidential Orange County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Ootical, etc. 115 BANKING RECDRDS AO:OUNTING 116 BIDS, AWARDED PURCHASING AND WAREHOUSE 117 BIDS, BOARD REVIEW REQUIRED, SECRETARY TO BOARD OF DIRECTORS AWARDED 118 BIDS, BOARD REVIEW REQUIRED, PURCHASING AND WAREHOUSE UNA WARDED 119 BIDS, UNAWARDED PURCHASING AND WAREHOUSE 120 BIOSOUDS MANAGEMENT RECORDS ENVIRONMENTAL COMPLIANCE AND MONITORING 121 BOARD ADMINISTRATIVE FILES SECRETARY TO BOARD OF DIRECTORS 122 BONDS, REVENUE FINANCE ADMINISTRATION 123 BUDGET FILES, APPROVED FINANCE ADMINISTRATION 124 BUDGET FILES, PRELIMINARY FINANCE ADMINISTRATION 125 CASH RECEIPTS AO:OUNTING 126 CERTIFICATE OF INSURANCE PURCHASING AND WAREHOUSE 127 CERTIFICATE OF INSURANCE, BOARD SECRETARY TO BOARD OF DIRECTORS APPROVED CONTRACTS =""-·.-~.· RETENTION Duplicate Official Citation 1 6 1 0.+6 1 0.+6 1 0.+6 CAGC60202 1 0.+6 CAGC60202 1 5 40 CFR 503.17 1 2 EX EX+2 1 6 1 1 1 4 1 EX+2 1 EX+2 RETENnON PERIOD EVENT Code AR • Annual Review AU • After Audit CL • Closed, Completed All retention periods are listed In years (unless otherwise specified) and are in addition to the current year. , EX • Expired RE -Revised SU -Superseded LI ·Life (of Organization, Plant, SA -Sale, Disposition TE -Termination Equipment, etc.) ST· Settlement [rptRRS(AllJJ October 25, 2000· Page 2of 11 VHC DOD ODO ODO ODO ODO ODO ODO 1i211i210 ODO ODO ODO 1i2100 li2I OD Characteristics v -Vital H • Historical C • Confidential Ora1. __ :J County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Optical, etc. 128 CHAIN OF CUSTODY RECORDS, ENVIRONMENTAL SOENCES LAB LABORATORY 129 CHAIN OF CUSTODY RECORDS, SOURCE SOURCE CONTROL CONlROL 130 CHECK REGISTERS ACCOUNl1NG 131 CHECK REQUESTS ACCOUNl1NG 132 CHECKS, CANCELLED ACCOUNl1NG 133 CHECKS, COPIES ACCOUNTING 134 CHEMICAL INVENTORY RECORDS ORIGINATING DMSION 135 CLAIM FILES RISK MANAGEMENT 136 COMPLAINT FILES AIR QUALITY AND SPECIAL PROJECTS 137 COMPLIANCE RECORDS ENVIRONMENTAL COMPLIANCE AND MONITORING 138 COMPUTER MAINTENANCE FILES INFORMATION TECHNOLOGY ADMINISTRATION 139 COMPUTER SYSTEM ADMINISTRATION INFORMATION TECHNOLOGY RECORDS ADMINISTRATION 140 CONFINED SPACE RECORDS SAFETY AND EMERGENCY RESPONSE ~ ::::n:::mrrn :::::.:s:: :i m: ·~:=s::::::mrnm: ::: :m RETENTION Duplicate Official Citation 1 10 CL CL+3 1 3 1 4 1 3 1 3 1 2 1 CL+6 1 2 1 5 1 2 1 2 1 3 8 CCR 5156-5159 @=*""'''"'™Im,..,.._ ~ -RETENTION PERIOD EVENT Code All retention periods are listed In years (unless otherwise specified) and are In addition to the current year. AR -Annual Review AU -After Audit CL -Closed, Completed EX-Expired LI -Life (of Organization, Plant, Equipment, etc.) RE-Revised SA -5ale, Disposition ST -Settlement SU -Superseded TE -Termination [rptRRS(All)] October 25, 2000 Page 3of11 VHC ODD ODD DOD ODD ODO ODO ODO 000 DOD ODD ODO ODO ODO Characteristics V-Vltal H -Historical C -Confidential Orange County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Optical, etc. 141 CONFLICT OF INTEREST FILINGS SECRETARY TO BOARD OF DIRECTORS 142 CONTRACTS/AGREEMENTS PURCHASING AND WAREHOUSE 143 CONTRACTS/ AGREEMENTS, BOARD SECRET ARY TO BOARD OF DIRECTORS APPROVAL REQUIRED 144 CRANE INSPECTION RECDRDS ORIGINATING DIVISION 145 DEFERRED COMPENSATION RECORDS ACCOUNTING 146 DELEGATION OF AUTHORITY RECORDS ORIGINATING DIVISION 147 DELIVERY RECEIPTS PURCHASING AND WAREHOUSE 148 DRAWINGS, f>S BUILT ENGINEERING ADMINISTRATION 149 DRAWINGS, Bf>SELINE ENGINEERING ADMINISTRATION 150 DRAWINGS, RECORD ENGINEERING ADMINISTRATION 151 DRAWINGS, SHOP ENGINEERING ADMINISTRATION 152 EASEMENTS SECRETARY TO BOARD OF DIRECTORS 153 EMPLOYEE BENEFIT PLANS AND HUMAN RESOURCES & EMPLOYEE PROGRAMS FILES DEVa.OPMENT 154 ENVIRONMENTAL IMPACT REPORT ENGINEERING ADMINISTRATION RETENTION Duplicate Official 4 4 EX EX+6 1 EX+6 1 SU 1 5 1 10 1 4 SU SU SU SU RE LI CL LI 1 LI 1 6 1 10 Citation CA EC 17000, CA GC 81009(e) October 25, 2000- Page 4of11 VHC ODO b!IOO b21b210 8 CCR 5022(d), 8 CCR 5031 ODO b!IDD b!IDD ODO b!IDO 000 b!IDD b!IDD 000 ODD b!IDO ™"~ . :1 ::Eum~ : :mmm::mm:::::a: 'i:Smrnma:s :::::rn:::m3e' ;;m::::m. :::: : ~:.;:;:rn :: m: ::s:::s a m :::::::: ·:maus~~~-"'"-"'*'"'*"1111i"'*'"'*""'""'*"w.o"'*'w.o"'"'"'";mso"""w.o"'""'"'_"'"'_"'*"_"'*'"'*"l88!0i88!01111ii118!1! RETENnON PERIOD EVENT Code All retention periods are listed In years (unless otherwise specified) and are in addition to the current year. AR • Annual Review AU • After Audit CL • Closed, Completed EX· Expired LI -Life (of Organization, Plant, Equipment, etc.) RE· Revised SA -Sale, Disposition sr . Settlement SU • Superseded TE -Termination [f'JXRRS(All)] Characteristics V ·Vital H -Historical C -Confidential Oranye County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Optical, etc. 155 EOC ACTIVATION RECORDS SAFETY AND EMERGENCY RESPONSE 156 EQUIPMENT MAINTENANCE REroRDS ORIGINATING DMSION 157 EQUIPMENT OWNERSHIP MEGIANICAL MAINTENANCE 158 EXPENSE REPORTS ACCOUNTING 159 FINANOAL Pl.ANNING RECORDS FINANCE ADMINISTRATION 160 FINANOAL STATEMENTS FINANCE ADMINISTRATION 161 FIXED ASSET RECORDS FINANCE ADMINISTRATION 162 FLOW RECORDS ORIGINATING DMSION 163 FORMATION FILES SECRETARY TO BOARD OF DIRECTORS 164 GENERAL LEDGER ACCOUNTING 165 GRANT RECORDS, UNSUCCESSFUL FINANCE ADMINISTRATION 166 GRIEVANCES I COMPLAINTS RECORDS HUMAN RESOURCES & EMPLOYEE DEVELOPMENT 167 HAZARDOUS WASTE RECORDS SAFETY AND EMERGENCY RESPONSE 168 HISTORICAL SUBJECT FILES COMMUNICATIONS ADMINISTRATION 169 1-9 FORMS HUMAN RESOURCES & EMPLOYEE DEVELOPMENT ~= lBmr i:rns i~ im m:!s~mi . RETENTION Duplicate Official Citation CL Q+2 1 u 1 u 1 6 1 2 1 10 1 10 2 u 1 u CA GC 4700 ET SEQ 1 u 1 2 CL Q+2 1 10 40 CFR 122.21 1 u TE TE+3 8USC1234A . ~\:3i:rcm irnm mm1r ; il RETENTION PERIOD EVENT Code All <etantion p••odo .,.. ,, • ..., ,. yean (umess otheowl,. opeclfted) and a ... In addition to the cu.,..nt year. , AR -Annual Review EX -Expired RE -Revised SU -Superseded AU -After Audit U -Life (of Organization, Plant, SA -Sale, Disposition TE -Termination CL -Closed, Completed Equipment, etc.) ST-Settlement (rptRRS(AllJJ October 25, 2000 Page 5of11 VHC ~DO ODO ODO DOD DOD ODO ~DO ODO ~~o ~DO ODO OD~ ODO o~o ODO ....... ii I Characteristics v -Vital H -Historical C -Confidential Orar J County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Optical, etc. RETENTION Duplicate Official Citation October 25, 2000 Page 6of 11 VHC 170 INODENT RECDRDS ORIGINATING DIVISION CL Q+7 29 CFR 1904.2, 29 CFR ODO 1904.6 171 INDUSTRIAL HYGIENE FILES SAFETY AND EMERGENCY RESPONSE 3 TE+30 172 INSPECTION RECORDS, CONSTRUCTION CONSTRUCTION MANAGEMENT 1 Q+3 DAILY PROGRESS 173 INSPECTION RECORDS, CONSTRUCTION CONSTRUCTION MANAGEMENT 1 u SPECIALTY 174 INSPECTION REPORTS, MANHOLE COLLECTION FAOLlllES MAINTENANCE 1 10 175 INSURANCE POUOES RISK MANAGEMENT EX u 176 INVESTMENT RECORDS FINANCE ADMINISTRATION SA SA+6 177 JOB DESCRIPTIONS HUMAN RESOURCES & EMPLOYEE CL Q+10 DEVELOPMENT 178 JOURNAL ENTRIES ACCOUNTING 1 6 179 LABORATORY RECORDS ENVIRONMENTAL SOENCES LAB 2 10 22 CCR 64815(d) 180 LEGISLATION FILES ENVIRONMENTAL CDMPL.IANCE AND 1 3 MONTIORING 181 LlllGATION FILES RISK MANAGEMENT CL Q+6 182 LOGS ORIGINATING DIVISION Q+2 Q+2 RETENTION PERIOD EVENT Code All retention periods are listed In years (unless otherwise specified) and are In addition to the current year. , AR -Annual Review AU -After Audit CL -Closed, Completed EX -Expired RE -Revised SU -Superseded U -Life (of Organization, Plant, SA -Sale, Disposition TE -Termination Equipment, etc.) ST -Settlement (rptRRS(AltJJ DOD DOD DOD ODO ~OD 000 ODO DOD ODO o~o ~o~ DOD Characteristics v -Vital H -Historical C -Confidential Orange County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Optical, etc. 183 LOGS, CONTROL CENTER OPERATIONS -PLANT 1 184 MASTER PLANS I STRATEGIC PLANS SECRETARY TO BOARD OF DIRECTORS 185 MATERIAL SAFETY DATA SHEETS SAFETY AND EMERGENCY RESPONSE 186 MEDICAL FILES SAFETY AND EMERGENCY RESPONSE 187 MEETING MINUTES, ADMINISTRATIVE ORIGINATING DMSION 188 MEETING MINUTES, BOARD SECRETARY TO BOARD OF DIRECTORS 189 MEETING MINUTES, BOARD SECRETARY TO BOARD OF DIRECTORS COMMITTEES 190 MONTiiLY REPORTS ORIGINATING DMSION 191 OPERATING JOURNALS ORIGINATING DIVISION 192 OPERATING RE<DRDS ORIGINATING DIVISION 193 OPINIONS SECRETARY TO BOARD OF DIRECTORS 194 ORDINANCES SECRETARY TO BOARD OF DIRECTORS 195 OSHA COMPLIANCE RECORDS SAFETY AND EMERGENCY RESPONSE 196 PAYROLL RE<DRDS ACCOUNTING 197 PERMITS ORIGINATING DIVISION RETENTION Duplicate Official CL a.+30 1 SU+lO 1 TE+30 1 TE+30 1 2 1 u 1 u 1 2 1 2 1 5 1 u SU u SU SU 1 4 1 EX+l mm:.· ~:;111:1:::!! :: ' ···==~·1··: ! i rn: ~Ml'<='* :::!::asmm: miff rn iil:i:::im::i::*~ October 25, 2000 Page 7of11 Citation VHC 000 OCSD RES 98-16 o~o 000 29 CFR 1910.1001, 8 CCR 000 3204 o~o 000 0~0 ODD ODD ODD OD~ CA H&S 6491.3 0~0 ~DD 29 CFR 516.2, 29 CFR 516.6 ~DD ODO RETENTION PERIOD EVENT Code All nten•on periods .,. Hoted In yea<S ( unleos othoMI,. opodfied) and a"' In addition to the "''""'yea'" I Characteristics AR -Annual Review EX -Expired RE -Revised SU -Superseded v -Vital AU -After Audit U -Life (of Organization, Plant, SA -5ale, Disposition TE -Termination H -Historical CL -Closed, Completed Equipment, etc.) ST -Settlement [rptRRS(All)J C -Confidential Ora1 ~ 3 County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Magnetic, Optical, etc. 198 PERMITS, AQMD 199 PERMITS, BUILDING AND CONSTRUCTION 200 PERMITS, NPDES 201 PERMITTEES FILES 202 PERSONNEL FILES Office of Record AIR QUALm' AND SPEOAL PROJECTS SECRErARY TO BOARD OF DIRECTORS SECRErARY TO BOARD OF DIRECTORS SOURCE CONTROL HUMAN RESOURCES & EMPLOYEE DEVELOPMENT 203 PErTY CASH RECORDS ACCOUNTING 204 POUOES I PROCEDURES, SECRErARY TO BOARD OF DIRECTORS ADMINISTRATIVE 205 POUOES I PROCEDURES, OPERATIONS MEOIANICAL MAINTENANCE AND MAINTENANCE 206 PROJECT FILES ORIGINATING DIVISION 207 PROOF OF PUBLICATION, ORDINANCES SECRErARY TO BOARD OF DIRECTORS 208 PUBUC RELATIONS RECORDS COMMUNICATIONS ADMINISTRATION 209 PUBLICATIONS COMMUNICATIONS ADMINISTRATION 210 PURCHASE ORDER FILES PURCHASING AND WAREHOUSE 211 PURCHASE REQUISITTON FILES PURCHASING AND WAREHOUSE RETENTION Duplicate Official 1 EX CL u SU 10 1 CL+3 TE TE+30 1 4 SU SU+lO SU SU+10 CL CL+G 1 u 1 SU 1 SU CL CL+6 CL CL+6 October 25, 2000 Page 8of11 Citation CA H&s 19850, H&s 4003, H&s 4004 40 CFR 125.301(h) 29 CFR 1627.3 VHC ~DD ODD ~DD ODD DD~ ODD 000 D~D D~O DOD ODD o~o ODO ODD :::::. rn:::;m :n:n: :m m : mmmrnm mmmmmn :i tmi :m: ~ rn : m: s:i:a:*s*ru:: s :::.::: L\~m: rnmm:::mnmrn: :rnsm::::ie~ :a:easrn :rn: : : : RETENnoN PERIOD EVENT Code AR -Annual Review AU -After Audit CL -Closed, Completed All retention periods are listed In years (unless othetwlse specified) and are In addition to the current year. EX-Expired LI -Life (of Organization, Plant, Equipment, etc.) RE-Revised SA -Sale, Disposition sr -Settlement SU -Superseded TE -Tennination [rptRRS(All)] Characteristics v -Vital H -Historical C • Confidential Ora1._ ~ County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Maanetic, Ootical, etc. 212 RATE ADVISORY COMMITTEE RECORDS FINANCE ADMINISTRATION 213 REAL ESTATE RECORDS FINANCE ADMINISTRATION 214 RECORDED CXX:tJMENTS SECRETARY TO BOARD OF DIRECTORS 215 RECORDS DESTRUCTION CERTIFICATES SECRETARY TO BOARD OF DIRECTORS 216 RECORDS MANAGEMENT FILES SECRETARY TO BOARD OF DIRECTORS 217 RECORDS RETENTION 50-IEDULES SECRETARY TO BOARD OF DIRECTORS 218 RECRUITMENT RECORDS HUMAN RESOURCES & EMPLOYEE DEVaOPMENT 219 REFERENCE FILES ORIGINATING DIVISION 220 REPORTS, FINANCIAL FINANCE ADMINISTRATION 221 REPORTS, GENERAL ORIGINATING DIVISION 222 REPORTS, TECHNICAL ORIGINATING DIVISION 223 RESOLUTIONS, BOARD SECRETARY TO BOARD OF DIRECTORS 224 RISK MANAGEMENT REPORTS FINANCE ADMINISTRATION 225 SALARY RECORDS HUMAN RESOURCES & EMPLOYEE DEVaOPMENT m:rnu:m:: m: 1 1 · rn: mmrn .. 1m.:ma ::::::rn:::::e:s -"""""""" -*"" RETENTION Duplicate Official Citation 1 3 1 SU 1 LI 1 LI 1 3 1 SU+lO CL CL+3 29 CFR 1627 .3 SU SU 1 4 1 3 1 SU SU LI 1 CL+5 1 TE+3 RETENTION PERIOD EVENT Code All retention periods are listed In years (unless otherwise specified) and are in addition to the current year. AR -Annual Review AU • After Audit CL -Closed, Completed EX· Expired LI -Life (of Organization, Plant, Equipment, etc.) RE· Revised SA -Sale, Disposition sr . Settlement SU • Superseded TE -Termination [rptRRS(All)] October 25, 2000 Page 9of11 VHC ODO o~o 000 DOD ODO 000 ODO ODO ODO ODO ODO ~~o ODO DD~ Characteristics v. Vital H • Historical c -Confidential Ora1 _ 3 County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Office of Record Magnetic, Optical, etc. 226 SECURITY CLEARANCE RECORDS, INFORMATION TECHNOLOGY COMPUTER SYSTEMS ADMINISTRATION 227 SEWER LINE RECORDS ENGINEERING ADMINISTRATION 228 SOFTWARE APPLICATION FILES INFORMATION TECHNOLOGY ADMINISTRATION 229 SPECIFICATIONS ENGINEERING ADMINISTRATION 230 SPEECHES I PRESENTATIONS ORIGINATING DMSION 231 SUBJECT FILES ORIGINATING DMSION 232 SUBMITTALS, DESIGN ENGINEERING ADMINISTRATION RETENTION Duplicate Official 1 TE+3 SU SU 1 LI 1 LI 1 3 AR AR SU SU Citation October 25, 2000 Page 10of11 VHC ODO ~DD ODO ODO o~o DOD DOD 233 TAX RECORDS ACCOUNTING 1 Q+4 26 CFR 31.6001.1-4, 29 CFR ~OD 516.6 234 TAX RECORDS, 1099'S ACCOUNTING 1 6 235 TRAINING RECDRDS HUMAN RESOURCES & EMPLOYEE CL 3 DEVELOPMENT 236 TRAINING RECORDS, SAFETY SAFETY AND EMERGENCY RESPONSE SU SU 8 CCR 3203 237 TRAVEL RECORDS ORIGINATING DMSION 1 Q+2 238 TRIAL BALANCE RECORDS ACCOUNTING 1 3 w.:s:ewsrn mi:: mm 1 :a 1: a: ::m::rni:rn ::: ::i: s:::i:~m::::rn s m::· :i ::: i mam:::m::H:rn:e rn : m u::::::s ::i:r~* i::::::rn:m r::::s~mu::::s::::ii::::::~::::n . ::: m imm Trn:s :: RETENTION PERIOD EVENT Code AR -Annual Review AU -After Audit CL -Closed, Completed All retention periods are listed In years (unless otherwise specified) and are in addition to the current year. EX-Expired U -Life (of Organization, Plant, Equipment, etc.) RE-Revised SA -Sale, Disposition ST -Settlement SU -Superseded TE -Termination [rptRRS{All)] DOD DOD ODO DOD DOD Characteristics v -Vital H -Historical C -Confidential Ora11.~ ~ County Sanitation District Records Retention Schedule RECORD SERIES Code Media Include: Paper, Videotape, Microfilm, Magnetic, Optical, etc. 239 UNDERGROUND SfORAGE TANK FILES 240 WAREHOUSE RECORDS 241 WASTEHAULER FILES 242 WORK ORDERS Office of Record ENVIRONMENTALQ)MPLIANCEAND MONITORING PURCHASING AND WAREHOUSE SOURCE CONTROL ORIGINATING DIVISION RETENTION Duplicate Official 1 u 1 Q.+2 1 3 CL Q.+1 Citation 23 CCR2772 October 25, 2000 Page 11of11 VHC ODO DOD ODO ODO ::::c; 1 :: un -~ mm m11 :in mMmmm : : · ::m · ~WMllMlk mm11 li i~m~a-~m 'W:$K'$W :s !i '.8Csmsmrn : i : ~ic~-=--'""'""'""'""'""iillil'"""""''""'""'""'"""""'*iillMiiiillil'""'""'""'*!81611EiiiiiillilliliilEiiii!M RETENTION PERIOD EVENT Code AR -Annual Review AU -After Audit CL -Closed, Completed All retention periods are listed in years (unless otherwise specified) and are In addition to the current year. EX-Expired LI -Life (of Organization, Plant, Equipment, etc.) RE-Revised SA -Sale, Disposition ST -Settlement SU -Superseded TE -Termination [rptRRS(All)] Characteristics v -Vital H -Historical C -Confidential