You may submit a request for any of the following records in accordance with applicable public records laws. The departments have included a direct link to some of the records; if there is no link for the record you are seeking, and/or you would like to request additional information regarding that record, please contact the department or division directly using the contact information provided for that specific record.

Department of Aging and Adult Services

http://sfgov.org/daas

Ratified on:11/15/2018 4:11:11 PM

Department Contact:

Joanne Holland

415-864-6051

joanne.holland@sfgov.org

Accident - Injury Reports
Category:
Personnel/HR Records
Remarks:
29 CFR 1904.6
Retention Type:
2 - Current
Retained On-Site:
7 years
Retained Off-Site:
0 years
Ada Request For Reasonable Accommodation Report
Category:
Personnel/HR Records
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
0 years
Administrative Records, Miscellaneous
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Agendas, Notices and Minutes
Category:
Administrative
Retention Type:
1 - Permanent
Retained On-Site:
2 years
Retained Off-Site:
permanent
Annual Reports
Category:
Administrative
Retention Type:
1 - Permanent
Retained Off-Site:
0 years
Annual Work Program
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years, or until superceded
Retained Off-Site:
0 years
Audio/Video Recording of Meetings of Policy Bodies Legally Required to Be Permanently Maintained
Category:
Administrative
Retention Type:
1 - Permanent
Retained On-Site:
permanent
Retained Off-Site:
0 years
Audio/Video Recording of Meetings of Policy Bodies Not Legally Required to Be Permanently Maintained
Category:
Administrative
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Audio/Visual Recordings Not Otherwise Specified
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Audit Reports
Category:
Financial
Retention Type:
1 - Permanent
Retained On-Site:
permanent
Retained Off-Site:
0 years
Audit Work Papers
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Budget Files
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Budget Files
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Chronological Files
Category:
Administrative
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Citizen Complaints
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
permanent
Retained Off-Site:
0 years
Commission Correspondence
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Commission Dockets
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Commission Files
Category:
Administrative
Retention Type:
1 - Permanent
Retained On-Site:
2 years
Retained Off-Site:
permanent
Complaint Logs
Category:
Administrative
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Conflict of Interest Forms 700
Category:
Personnel/HR Records
Remarks:
Govt. Code Section 81009(e)
Retention Type:
2 - Current
Retained On-Site:
7 years
Retained Off-Site:
0 years
Contract Correspondence
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years, or life of the agreement
Retained Off-Site:
0 years
Contract Correspondence
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Contracts/Agreements/MOUS
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
20 years plus the life of the contract
Retained Off-Site:
0 years
Contracts/Agreements/MOUS
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
20 years plus the life of the contract
Retained Off-Site:
0 years
Correspondence Not Requiring Follow-Up
Category:
Administrative
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Correspondence, Draft
Category:
Administrative
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Correspondence, Miscellaneous
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Discrimination Complaints
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
5 years
Retained Off-Site:
0 years
Employment Applications/Resumes
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Equal Opportunity Plan
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Ergonomic Records
Category:
Personnel/HR Records
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
0 years
Exchanged Drafts of Agreement
Category:
Program Records
Remarks:
Admin. Code Section 67.24(a)
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
0 years
Executive Director Reports
Category:
Administrative
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
5 years
Retained Off-Site:
0 years
Family Medical Leave Act Records
Category:
Personnel/HR Records
Retention Type:
2 - Current
Retained On-Site:
3 years
Retained Off-Site:
0 years
Famis Reports
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
1 year
Retained Off-Site:
4 years
Fax Transmittal Sheets
Category:
Administrative
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Financial Records Relating to Clients
Category:
Client Records
Retention Type:
2 - Current
Retained On-Site:
5 years after last activity
Retained Off-Site:
0 years
Financial Records, Miscellaneous
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years after end of applicable fiscal year
Retained Off-Site:
0 years
Interdepartmental Correspondence
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Interdepartmental Correspondence
Category:
Financial
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
0 years
Invoices
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years after end of applicable fiscal year
Retained Off-Site:
0 years
Journals/Magazines/Catalogs
Category:
Program Records
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Lease Files
Category:
Program Records
Retention Type:
2 - Current
Retained On-Site:
1 year after expiration
Retained Off-Site:
0 years
Legal Advice Letters
Category:
Administrative
Remarks:
Advice
Retention Type:
1 - Permanent
Retained On-Site:
2 years, or until superceded
Retained Off-Site:
0 years
Legislative Drafts
Category:
Program Records
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Memoranda, Miscellaneous
Category:
Program Records
Retention Type:
4 - No Retention Required
Retained On-Site:
none
Retained Off-Site:
0 years
Memoranda, Policy/Decisional
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
5 years or until superceded
Retained Off-Site:
0 years
Motions and Resolutions
Category:
Administrative
Retention Type:
1 - Permanent
Retained On-Site:
2 years
Retained Off-Site:
permanent
Payables (Invoices)
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Payroll Records
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Personnel Files
Category:
Personnel/HR Records
Remarks:
Required by Fair Labor Standards Act Section 11(c)
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Proposition G Calendar
Category:
Administrative
Remarks:
Admin. Code Section67.29-5
Retention Type:
4 - No Retention Required
Retained On-Site:
2 years
Retained Off-Site:
0 years
Public Administrator Case Files
Category:
Client Records
Remarks:
Admin Code Section 8.3, see also California Probate Code Sections 1048 and 1050
Retention Type:
2 - Current
Retained On-Site:
5 years after discharge by Superior Court
Retained Off-Site:
0 years
Public Guardian Case Files
Category:
Client Records
Remarks:
Admin Code Section 8.3, see also California Probate Code Sections 1048 and 1050Guardian
Retention Type:
1 - Permanent
Retained On-Site:
5 years after discharge by Superior Court
Retained Off-Site:
0 years
Publications, Reports Created By Department
Category:
Financial
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
0 years
Purchase Orders
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Regulations
Category:
Program Records
Retention Type:
1 - Permanent
Retained On-Site:
permanent
Retained Off-Site:
0 years
Requests For Proposals (RFPs) and Request For Qualifications (Rfqs); Responses to RFPs and RFQs
Category:
Program Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Revolving Funds Records
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
RFP Scoring Records
Category:
Program Records
Remarks:
Admin. Code Section 67.24(e)
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Settlement Agreements
Category:
Financial
Retention Type:
1 - Permanent
Retained On-Site:
permanent
Retained Off-Site:
0 years
Sexual Harassment Complaints
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Tax Filings On Behalf of Clients
Category:
Client Records
Remarks:
IRS statute of limitations expires in 3 years except in cases of fraudTax
Retention Type:
1 - Permanent
Retained On-Site:
5 years after last tax filing
Retained Off-Site:
0 years
Time Rosters
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Time Sheets
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Travel and Reimbursement Records
Category:
Personnel/HR Records
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Veteran's Office Case Files
Category:
Client Records
Remarks:
Veteran
Retention Type:
1 - Permanent
Retained On-Site:
5 years after last activity
Retained Off-Site:
0 years
Work Orders and Payments
Category:
Financial
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
2 years
Retained Off-Site:
0 years
Workers' Compensation Records
Category:
Personnel/HR Records
Remarks:
Title 8, Cal. Code of Regulations Section 10102
Retention Type:
2 - Current, 3 - Storage
Retained On-Site:
5 years
Retained Off-Site:
0 years