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HomeMy WebLinkAboutOrdinance No.03-1969MICROFILMED' 3.13.8'0 ORDINANCE; NO. 3 -69 AN ORDINANCE AUTHORIZING DEKI'RUCTION OF GEiRTAIN CLASSES 017 OLD AND OBSOLETE RECOItI)S OF TIIE CI1'1'; PROVIDING FOR -61131 MANNER AND EMI, PI IOD 017 DESTRUGTION OF s11C11 IIECOICDS; PROVIDING FOR I'llHPARATION OF AN INDHX Olt SCI ILDULE 1.11131111 ; PRO- VIDING I --OR'i'IIE ADMISSIIIILITY AS 1iVIDENCE OF ANY SUCH INDEXES OR SCIIEDULES AND PROVIDING FOR AN EFFECTIVE DATE. Will "REAS, Chapters 119 and 267 of the Florldn Statutes provide for the ncthtxl and manner of disposal of records of municipalities in the State of Florida; NOW, THEREFOR] ", be it enacted by the City of Cnpc Cntnveral, Florida, as follows: SIiCTION 1: 1'he City Connell of the City of Cape Canaveral, Florida, has f000d and determined that certain classes or groupings of records of the City, as set forth in the attached schedule entitled "Records Which Are No lantger Required for Permanent Retention," which schedule by Oils reference is nmdo a part hereof, are not required for permanent retention by the City after periods of date Indicated. SEC'T'ION 2: "I'he procedure to destroy may of the classes or groupings of records listed on the aforesaid ilttn C'lal'd SCIICdrIIC shnil Ile nS follows: (a) The City Clerk shall prepare or cause to be prepared an lades or SCIjCdale of the records to be destroyed or cremated describing generally by classes or groupings only those records to he destroyed and shall submit same in duplicate for the approval of the City Auditor and Clt), Administrator. (b) In accordance with Chapters 119 and 267 of the Florida Statutes and any regulations prouudgnted by the 1'Eorlda (bard of Archives and Ilistory, the City shall obtain consent of said (bard of Archives and IRslor): 'Ilse City shall comply with any and all requirements, regulations and rules set fortis by the Florida Board of Archives and History rcgv'ding the keeping and /or OR 3.69 PAGE/ OF/% MICROFILMED 3.13.80 destroying of public records. (c) After recelviag consent h•ont the Florida hoard of Archives and I listory, tile City Clerk Italy proceed with die destruction. Upon des- truction of ally such records, it cremation or dustrUCCI011 certificate shall he executed by the City Clerk and shall be placed on file in the office of the City Clerk and there retained as a permanent record of the City of Cape Canaveral. SECTION S: Any such index or schedule as described shall be adolissli le in any court of competent Jurisdiction or in any proceeding before any administrative board, tribunal, bUrCaU, agency or officer of government br in connection with any trailsaction, as printn facie evidence of the record or records so cremated or destroyed when the Index or schedule, or tile appropriate portion thereof, IS certifled to under the hand laid seal of the City Clerk of the City of Cape Canaveral, Florida. SEC'T'ION 4: 'Ilds Ordinance shall take effect immediately upon its adoption. AIX i-ri,I) by the City ColllltII of the City of Cape Canaveral, Florida, Lay this ?c' "tlay(If Ajindbi 1969, emu - M ayor Attest: l:11Y Clerk Approved as to Form: Cily tt01 Frey First heading: Ploy 6, 1969 Second head ttlg: 'Ap. i 2e, PI c Y OR 3.69 is .1C PAGE z OFA � I MICROFILMED 3.13-80 SECTION I cl I!LIftl, awrlell'rs 1. in many cases pursuant to approval by the hoard of Archives and History U.• partic•.tlar document can lac destroyed because it is microfilmed for future reference. If microfilming is not done, the retenticn period should be re- evaluated. 2. In disposing of expire] insurance po It, i, '• the Lermina Lion provisions of all of the policy should b, �tvc_n crc-lence and not merely the calendar dates. 3. 1-Mile the attached schedules show microfilming in. relation to the disposal times, many of i:he documents may be periodi- cally ut.icrofi.lmed while in curi,att use, i.c. tax ledger cards or other major sources of accounts receivable. 4. The few major cities in the state should submit their indi- vidual retention sched•.tles for ipproval, inasmuch as their schedules will contain numerous documents not typical of most smaller cities. S. There are many documents of spoci.ali. zed activities Which will be governed by other governmental iurisdict ionn in regard to their retettion, i.e. police, medical., etc. 6. The attached schedule: are intended ts, !i the retention period for the "original." or prf.ncipat co, If a document, successive copies of Lhe name document i, -- . ,ply tc be re- tained during the tiogful life in it: dot• 11.. 7. Correspondence which d3cn 1,' - a pal:i. -ord is not generally considered an a rec retained beyond its useful. t•. .. rcuco li fc. •spondence which rel.ates to I ,, tic record m,:. i. �'��le ci .,s a re- cord and dispose Ir ❑r:. a.mt l0 lu•.�. U. Under no cin­wust,tna:: will per••u:::•t.m 1 destroy public record.: ::ubjcct to a regular post anL� In audit re,porL shall have bccc comoLeLod ea and (Ileal. p•,) — r, ­d.- 9. '11- retuntinn periods shown arc the mininlu?< -,Ini red. Th- n. sal program is ,•tortive by the municipality and toe . ferences slay u,dlcale longer retenti-t periods arc desirable. OR 3.69 .34,10, ILMED 3.13.80 • SECTION I GENERAL COMMENTS 1 . In many cases pursuant to approval by the Board of Archives and History the particular document can he destroyed because it is microfilmed for future reference . If microfilming is not done, the retention period should be re-evaluated . 2 . In disposing of expired insurance policirn the termination provisions of all of the policy should be jiven credence and not merely the calendar dates . 3 . While the attached schedules show microfilming in relation to the disposal times , many of the documents may be periodi- cally microfilmed while in current use, i .e . tax ledger cards or other major sources of accounts receivable . 4 . The few major cities in the state should submit their indi- vidual retention schedules for approval, inasmuch as their schedules will contain numerous documents not typical of most smaller cities . 5 . There are many documents of specialized activities which will be governed by other governmental jurisdict ons in regard to their retention, i .e . police, medical, etc . 6 . The attached schedules are intended to cover the retention period for the "original" or principal copy of a document, • successive copies of the same document need ,>nly tc be re- tained during the useful life in its' depant . 7 . Correspondence which does not re; • o a pubis.: -~ord is not generally considered as a reg:. ,. „e d not : retained beyond its useful reference life any cc:, :!spondence . which relates to a pu. lic record r.. - be consLdereci as a re- cord and dispose f pursuant to lat 8 . Under no circumstances will permission 1J,, VF- :; destroy , public records subject to a regular post a„ :wilt xn audit report shall have been completed and filed pubic record . 9. The retention periods shown are the minimums required. This disposal program is elective by the municipality and loci : :references may indicate longer retention periods are desirable. • OR3 -69 • 3 d/6 D MICROFILMEI�,13 -80 SECT101] .2 ADIa11JISTR 10,11 RECORDS Documr_nt's Year's Item General Tieten- Micro - No. Dcscrintion 1., Ica Lion Lion Filmed? 1. Affidavits of Publication - Re- Clerk tention Governed by Related Docu- mcnLs 2. Agreements (After 8xpiralion) Clerk 5 3. Assessable Public Wcrks Projects Clerk or Perm Tax A. Construction Codes - Building, Electrical, Plumbing, etc Clerk Perm 5. Contracts - See No. 2 Above G. Becds - Property, Rights -of -Way, etc. Clerk Perin or Tax 7. Easements - See No. 6 Above 0. Minute Books - Governing Body Clerk Perm - Official Board,;,Com- Clerk or Perin mittecs,1111-ustecs, etc. Secretary - Temporary Boards, Clerk or 1 Committees, Groups, Secretary etc.(ALLer Termina- tion) 9. Insurance Policies (Expired) (See Clerk 3 112 in Section 1) 10. Leases (Expired) Sec No. 2 Above 11. Ordinances Jerk Perm 12. Mobile Radio Log - Any D,pt.(Dc!pcn- I _)t. 1 ding en Any Possible Rcquirements cretary Made by FCC) Record's Disposition Indexes Clerk Perm Yes No No No Yes Ycs Yes No Yes No Yes OR 3.69 ,/W/b RALCROFILMED ' SECTION 2. - CONTINUED 3.13.80 AUFII NIS79iATION RECORDS Document's Year's Item General Reten- Micro -: No. gcscri.etion Location tion Bilmed7 14. Rent Ledgers - Any Dept. Dept. or 2 Yes Acc'tg 15. "Service" Requests - Any Dapt. Dept. 1 No 16. Surety Bonds (Expired) - Fidelity, Clerk 5 No Construction, etc. 17. "Trouble" Tickets - See No.15 Above MICROFILMED SECTION I 3.13.80 PERSONNEi. RECORDS Document's Year'a Item General Reten- Micro - No. Descri. nLion Location tion P11med7 1. Individual Personnel Records (After Personnel 2 Yes Termination) - Applications, Appoint- ment, Deduction Authorization, Status Changes, Salary Changes, Termination 2. Personnel Policies, Regulations Personnel 1 Yes (After Expiration) - OR 3.64 6 W/6 MICROFILMED :;EC'rioN 4 3.13.80 hCCGUIJTING l_r OLo )s Document's Year'n ILein General Reten- Micro - No. Descriptl.on Lxation tion Pl.imod7 1. Revenue and Expenditure Ledger Cards, Acc'tg Perin Yes Records, Sheets, etc. 2. Documen Ls Supporting Revenue and Ex- penditure l,cdgers: (a) Dank SLa LemenLs W /Deposit Slips Acc'tg 7 Yes and cancelled checks (b) Cash Reccipt Records, Slips, Re- Dep't.or Yes ports, Shects - such as Library Acc'tg. Pecs, Golf Course income Items, Parking Meter Receipts, Various Tax Collection Items, etc. (c) General Journal Entries Acc'tg Perm Ycs (d) Warrants 11/supporting Invoices, Acc'tg 7 No etc. 3. Payroll Records: (a) Deduction AuLhorization Forms Acc'tg 3 No (After Termination of Employee) (b) Employee's Individual Payroll Acc'Lg Perm Yes Record, Card, Sheet, etc. 'Perm (c) Payroll Journal Ledger, Sheets, Acc'Lg Yes e Lc. (d) Time Report sheet's, Books, Cards, Acc'Lg 3 Yes cto. (e) Federal Tax Report Forms - Quar- Acc'tg 5 No terly and Yearly - 11941,W -2, W -3, etc. ' 4. Periodic Financial Reports - Reve- -Acc'tg Perin No nuts, Expenditures, Cost Analyses, Budgetary Comparisons, Departmental Analyses, etc. 5. Bond Issue Records: (a) Bond Register Acc'tg Perm Yes (b) Bonds and Coupons (After Acc'Lg 1 No Maturity and Cancellation) OR 3.69 7of�6 _MICROFILMED SECTION 4 - CONTINUED .... 3.13.80 ACCODN'PLNG RCCORDS Item DocumenL'n Yearn No. LeV•criotlon General RcLen- Nicro- Location Lion Filmed? (c) Cremation Certificates by Pay - Perm Yes ing Agent or City for Paid Bonds and Coupons , G. Official Audit Reports - C.P.A. Clerk Perm No State, Other Auditing Bodies or Individuals 7. Inventory Records - Ledger Sheets, Acc'tg or 3 Yes Material Tickets, Charge -out slips, Dept. etc. B. Subordinate Departmental Records Dept. 1 No Forms, Sheets, etc. (Primarily Used Within a Department) - Equipment Re- pair orders, Various Cash Records Used to Prepare Summarized Reports, Golf Course Sign -in Registers If Above Tie To and Are an Integral Yes Part of Project and Other Cost Re- cords OR 3.69 xW /6 ILom No 1. 2. OR 3.69 ss MICROFILMED r• - SECTION 5 3.13.80 PIANN:ING, ZONING, SUBDIVISION RMNLATION RECORDS Document's year's General RcLen- IFN.cro- Descrint.ion Location tion Filmed? Official Zoning Nap Clerk Perm No Petitions - Rezoning, Vacating Clerk 2 yes Zoning Exceptions, cLc. Subdivision Regulations Clerk Perm No OR 3.69 ss I Lem No. 1. 2. 3. a. 5. G. 7. 0. 9. UJI MICROFILMED SIiCP10N G 3•I3.80 TAX RGCORDS Document's Year's General Reten- Micro- Description Location tion Filmed? Assessment Book for Special Assess- Tax Perm Yes ment Projects - Paving, pill, Side- walk, etc. Delinquent Tax Roll Tax Individual Tax Roll Ledger Cards. Tax SheeLs, Records - Real Property, Personal Property, Intangible,etc. (See Note in Section 1) Property Assessment Field Work Cards Tax Record of Exemptions - homestead, Tax Widow, etc. (See Secs.192.19 and 192.10,F5) Tax Notice (Receipted Copy). Tax Tax Receipt (See Sce.193.391,FS) Tax Tax Roll Tax Tax Sale Certificate (After Redemp- Tax tion) Perm Yes Perm Yes " I Perm No Perm, No 5 Yes 20 Yes Perm Yes 10 No OR 3.69 /O W X ICem No. 1. 2. 3. SEMON 7 PURCHASING RECORDS Description Purchase Order Request for Quotation (Retain 2 Years After Award of Did) Tabulation of Bids (Retain 7 Years After Award of Bid) nn )'R(�HLfiAED 3.13.80 Document's Year's General Reten- Micro - Location tion Pilmcd7 Purch 7 No Purch 2 No Purch 7 Yes OR 3.64 11 •i /6 KLCRKFI MED SECTION B .3'13.80 L•'b1:CTION RECORDS Document's Year's Itcm General Rates- Micro - No. Descri noon Location Lion Filmed? 1. Absentee Applications and Ballots Clerk 1 No (After Election) , 2. Affidavits Executed at Polling Clerk 1 No Site (After Election) 3. Ballots (After Election) Clerk 1 No 4. Candidate Expense Report (After Clerk 4 . No Termination of Office or Date of Unsuccessful Election) 5. Canvassing Board Minutes Clerk Perm Yes G. Election Clerk and Inspector Oaths Clerk 1 No 7. [dominating Petitions of Candidates Clerk. 4 No (After Termination of Office or Un- successful Election) B. Poll Lists of.Voters Clerk 1 No 9. Precinct Returns Clerk 1 No 10. Voter Signature Slips Clerk 2 No OR 3-69 12 W/4 MICROFILMED SECTION g 3.13.80 LICENSE; ANB PERMITS Document's Year's Item General Raton- Micro - No. Description Location tion Filmed? 1. Application for Original or Renew- Tax,Clerk 5 No al of Licenses - occupational,Going or Dept. Out -of- Business, Public Convenience or Necessity (Taxi and Bun), etc. (After Expiration) 2. Application for Permits (Generally Dept. 1 No of Temporary Nature) - Sound Truck, Parade, Trash Burning, Dumping,etc. (After Expiration) 3. Occupational or Other Licenses - Re- Tax 7 No tained Copy Used as Receipt (After Expiration) 4. Applications For and Copies of Bldg. 2 No Building and Other Construction Permits (After. Completion of Con- struction) OR 0.69 15 of 14 MICROFILMED SECTION 1.0 3.13.$0 UTILITY RECGRDS OR 3.6 l fef /6 Document's Year's Item General Retell- Micro- -r!2 Description Locat•1on Lion FiLmcd7 1. Billing Taper. or Other Media Used Dept. 3 No in Billing operation 2. Individual Customer Ledgor Cards Dept•. 3 No (After Accounts Closed) (See Note in Section 1) 3. Lndi.vidual Customer Billing and Dept. 1 No Paid Receipt Stubs 4. Meter Books or Cards - Used as Re- Dept. 3 No cording Media for Billing Purposes 5. Meter Installation Report (After Dept. 3 No Meter Removal) 6. Customer Deposit Card, Record,shect, Dept. or 3 No etc. (After Account is Closed) Ace'tg 7. Applications For Various Utility Dept. 3 No Services (After Account is Closed) OR 3.6 l fef /6 ` MICROFILMED SECTION 11 3.13-80 1'R01'11l E'1'ARY ACTIVITY RECORDS I Lem No. Dencri. nLi.on ' Phis Section is In Lcnded to Cover a Wide Variety of Activities Normally Operated on a Das.isSimi.lar to a Pri- vate Commercial Operation. Such Re- ' cords That are Coimnon to the Entire Municipality Will be Governed by Such Applicable Section. 1. Airport 2. Golf Course 3. Incinerator 4. Nospi Lal 5. fishing and Recreation Pier G. Parking !deters, If Not Regular. Operation 7. Deach Pavalion or Casino B. Convention Center 9. Auditorium 10. Theater 11. Mobile Home Park 12. Sports Arena, Ball Parks, or Other Sports Park 13. Museum 14. Transit Operations - Bus, Taxi, etc. 15. Library,If Not Regular Fund Operation 16. Special Funds - Pensions or .Other Special Purposes 17. Cemetary OR 3.69 lSof /` It Alpha, by Q Ilumericnl by Other Recommended Retention MICROFILMED 3.13.80 SAMPLE RECORDS IINEIPWRY NORMHEET RECORLI, IIIVIAIT011Y ' \ NONWHEE'1' � 1'NI -Rid- Sample 1 (Ac tonl. 617.0 j' x 0" ) _ ._ .. The Records Inventory Norkuheet rhown above, 10 lined to flan records extot, where they are kept, their quantity, and hoe they -e This infor- motion in essentlnl in organizing a program for records cou c„_ and disposition. For further inforsvition concernirq, the use of tills form, please Cl Records I1nna0cmcnt 130"1 c Florldn Board of Archives and III -tory 401 Enat Opines Street Tallahassee, Florida 32301 I OR 3.69 l6 of /6