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CR 06-027 Approve 2006 City of Hopkins Retention Schedule February 17, 2006 Council Report 2006-027 Approve the 2006 City of Hopkins Retention Schedule Proposed Action Staff recommends adoption of the following motion: Move to approve the 2006 City of Hopkins Retention Schedule. Overview Two years ago, the City purchased an electronic document management program called Laserfiche. The program allows us to scan documents and save them in a database located on a hard drive attached to one of our servers. This database will be available to City employees and the public. The program also allows us to create a permanent copy of records on a computer disk. The disk becomes the official copy of the document. The revised Retention Schedule is written to allow us to keep official documents in this electronic format. Once the document is stored electronically, the documents can be offered to the Hopkins Historical Society or destroyed. The document will be sent to the State Department of Administration for approval. Primary Issues to Consider . Does the program assure future access to the documents Yes. The disks will be reviewed every four years and transferred to a new disk to assure quality of the documents and to keep up with changes in the available media. . Does the revised retention schedule comply with State requirements. Yes, the schedule is based on the revised 2005 Minnesota schedule. Laserfiche meets the electronic records management guidelines of the State of Minnesota, Archives Department, Historical Society. 5upportin~ Documents . Example pages from the schedule . Complete copy of the 2006 Retention Schedule available in the City Clerks office ~L~ Terry Obermaier, City Clerk 'I': .' 1!;>)~~~t r_~':<::!j: ,.t"'ff;!;< ::~;: ~;);\'fiJ;);:;*i:;';RE(;9~D" T1T1I; .~~:{!~tj::'-'v~;~~~.k(.t~t,t~ " - 'SEC~ION:,~S. :::..;;,~::: .?UbIiC ___. : Public ----.,-.--. !!'UbliC _ i[ADMINISTRATION ______n ____ iPublic T-~- Permanent Commission Commissions, Committees -Chartel - -- - -.---- -------- :various Boards, !--~-------- IVarious Boards, MISCELLANEOUS _.___.__.n ._._____ AGENDA PACKETS Public Public ______~~_e~yne~~ i ____;~e!~~~~ Human Rights ---~------- Commissions, Committees _~G~~!, PA(:;~T~_:!A.ISC~LLANEOUS ADMINISTRATION i-- -" H" .--- i iA~MIN~STRATION Public ;~~_~_anent i !3 --.---- MISCELLANEOUS AGENDA PACKETS - MISCELLANEOUS ----.-- -- --~_. _._._-~. AGENDA PACKETS i!,DMINISTRATION , 'ADMINISTRATION ~--~-- - -- Permanent; I City or departmental. value i .---.-.---------.----- --r----.----- , , ' i Lists appointments of individuals by mayor and or board, or council to I I Ivarious boards, commissions and committees including application to ! i r ,ADMINISTRATION !APPOINTMENT FILES u______lcommissl~________________J2 after appointectJ:eriod ..IPUblicJP~""t:.._j I I' I" ,I I Ii! 'I! II i Permanent; has historical : i ~MINISTRATIOt:J. IARTICLES OF INCORPORATION , __ _~alue I Public ....j ! , Ii' II II I I Permanent; has histoncal ! I I i I value when no longer I I ,ADMINISTRATION ,ATTORNEY OPINIONS I Opinions of city attorney and Ineeded by agency ~iC i ~.__~_~~~..........L.__~____~____~__~____.___ - ~- -------- ~ ---I --, , " , , !Public _.,---~-- _f~~~__ i ~~::;~:~~~~":~~~:.I.~6Jt~~~ i I . i I I I Length of Ownership - I ~DMINISTRATI()I,,__j_-"BSTRACT&CERTIFICATESOFTITLES: Land ___ __ _ __ Th,,-n!Oproperty!~__.lpUbIiC _._ iADMINISTRATION 'AFFIDAVIT OF MAILING Certified list of property owners. Council Action on Property issues 16 1 Public _____ iADMINISTRATION I AFFIDAVIT OF MAILING ! Certified list of property owners. Special Assessments 16 lPUbliC ____ r ~FFIDAVITS OF PUBLICATIONS I Le. bonds, improvement projects, assessment hearings and liquor I 1 LADMINISTRATION i~ENERAL NOTICES . ,licenses. ~~ _ . ____._u_:~ublic !ADMINISTRATION :AFFIDAVITS OF PUBLICATIONS , Ordinances and Resolutions. ,Permanent !Public lADMINISTRATION!AGENDA PACKETS -CITY COUNCIL -------rComplete record of information relevant to city council meetings. ,Permanent' I ---~~_.- -..-.----:-~-~----~-~-----~-- -~~-~.- .:--._~-~----.--------~--~~-~ ..~.. ."------ - -----I---~--. I , , , , :!"D~lt-I'.s..T.R~T~ON ___AGEi'J~~~~<::KETS - MI~CE':.LAN~_OUS_:.'Iari~~s Bo~..<ls, C()l1lm~~~~~~_Committee,,- - Planning~~~n!,,~,_____!Perma~~t.._ , , , i i : iADMINISTRAT'<:>i'J_.._.'A()~DA PACKE~ - MIS~_L.LAi'J~OUS _ Various Boards. Coml1l~sions, Committees: Parks ~~,,_c2.._u___!-,,~manent__ i Various Boards, Commissions, Committees - Police Reivew i----------------m--------.-------..---. lvarious Boards, Commissions, Committees - HRA .I._____~________M________~__.______ .___n. i , !Various commissions, boards, and committees. : . Documents relating to property the city has acquired through donations !ADMINISTRATION !AGREEMENTS - TRUST lor wills. .----~-_.__. ----I---~~--~~~_._._~-------~--;---- , IANNUAL REPORTS I-~-------~- Permanent MISCELLANEOUS AGENDA PACKETS --------- iPubliC ~- has historical i~DMIi'JIST~!,!~c:i'J__ _ thereto. relating correspondence PubliclPrtvatelConftd', 2 after last entiallProtected Non-: ;filed with the court) . court activity !PubJic ----~-~-ilncludes requests-for investigation, work papers, work------------~-------! PublidPiivateJConftd! , ' , ; assignments and final reports. Research conducted but no i ential/Protected Non-; litigation takes place. \3 [Public - - ,-' --------IFiles involving-Iand- acquiSitions, condemnati"ons, landsales,--. ------------ 1-- ...------- ilawsuits related to property platting, registration, proceedings \ , , \ subsequent, title issues, assessments, land use issues, development agreements, etc. Files will include ,,'5'3'i',S);<:;TjON;;',i> .. :-"'i"flE\3q~lD;.TjjLE1);" i". .. j;J<t;gfc;':.' .-.~ECORD,DESCfllfITKji'!(~"'''" ,;,;-,~t~':,: i;<ETENljQN~Q~f.NPJ3e.qTlyESI i'i~"s~:";~~":';il~L:,;.C!"'ii::2,iL~i~;&i:i1:t'~~;::::si:..b'i:i1lIl~"~i'~:~~'D2;,~:i&l:i;J~~~i>':1:(:.:#~:i ~~~~~: ?~~~iflS&!9~Iii \ ASSESSING (VALUATION LISTS I Assessment book. .__ 2. I Public >--1 i I II Correspondence and reports relaled to the legal review of city 1 Ii I i i ,funcftons such as bond issues. insurance, ordinances, I I I IATTO~r::.':.~~_._ _JAD_r",~.r-l.~TRATION FILES _ __ lcontracts and grants. claims for damages_ .J~-_! Public ~ r I Official interpretation regarding questions of legal rights or I --rPubliclPriVate/Non- l !ATTORNEY ___-.:t'TTORNEY c:>.PIN~ON~.. liabilities affecting operating departments_ _____..-J10 I Public ---1 Documents civil actions by the city or against the city including \ \PubliclPrivatefConfid I ' claims and suits. Includes work papers, copies of court :20 after last iential/Protected Non-I documents and correspondence. ~._ \~!~~~~~UbIiC _______\ Genera\corres~~~~.~~~~etatingtoacasefile. ,6 !Public ___ ____I Documents litigation involving the city. Work papers, copies of ' police records (originals filed with P.O.) briefs and pleadings, probation records and other court records CIVIL LITIGATION FILES -- --.---- -------_.------------ - CORRESPONDENCE-ATTORNEY [ATTORNEY '"-~------ ,ATTORNEY f__~______ _ orig. CRIMINAL LITIGATION FILES -------- .. -- INVESTIGATIVE FILES - CRIMINAL ------- ---'" ATTORNEY -_._~----~-~--- , i , iATT<?~NEY Permanent ._.u_.___ agenda correspondence. ----- .-..- I .ATTORNEY ,~---"-- PROPERTY/ADDRESS FILES --- -- , I iWhile active !,PUbtiC t .n leaiter.----~!---- -~--- '-~--j completion of Ii \ contract i Public I ._------~------------~~-~----_..---------- I i -1 16 Years after \1 I I maturity , Public : 16 after I" , I I ! completion of j I 1ntract _~PUbliC \ 16atter! ! \ I i IlcomPletion of i 1 contract Public __J :correspondence and other I.. .. ,Inquiry . ATTORNEY -----_._-,,- ;ATTORNEY iRESEARCH & SUBJECT FILES :'--~~-------------I-- --.-' : 1 , I ! Resolutions. ---i I \ : Certificate of i ! ._----1------ I I I i ____ -~.----~------ ------1-- I etc. ---~-- jBONDS j"----- I i , ' [BONDS i BOND SALE TRANSCRIPTS !------------------- IBID BONDS :----_m___ .__ ______ application, etc. insurance, I BONDS CONTRACTOR LICENSE BONDS r-----~--r~-----.-- - I I I IBOND I I I LICENSE BONDS _~___..J____ --- S