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.

Office of Economic and Workforce Development

http://www.sfgov.org/moed/

Ratified on:11/27/2018 11:40:40 AM

Department Contact:

Marianne Thompson

415-554-6292

marianne.thompson@sfgov.org

Accident-Injury Reports
Category:
Administrative
Remarks:
29 CFR 1904.6
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
5 years
Accident-Injury Reports
Category:
Administrative
Remarks:
29 CFR 1904.6
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
5 years
Accident-Injury Reports
Category:
Administrative
Remarks:
29 CFR 1904.6
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
5 years
Accident-Injury Reports
Category:
Administrative
Remarks:
29 CFR 1904.6
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 years
Retained Off-Site:
5 years
Administrative Files
Category:
Administrative
Division:
Administration
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Administrative Files
Category:
Administrative
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Administrative Files
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Administrative Files
Category:
Administrative
Division:
Office Small Business Affairs
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Audit Reports
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Audit Reports
Category:
Administrative
Division:
Administration
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Audit Reports
Category:
Administrative
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Audit Reports
Category:
Administrative
Division:
Office of Small Business Affairs
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Budget Files
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
NA
Check Payments
Category:
Financial
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Check Payments
Category:
Financial
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Check Payments
Category:
Financial
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Check Payments
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Conflict of Interest Form 700
Category:
Administrative
Remarks:
GC Sec.81009 (e)
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Years
Retained Off-Site:
5 Years
Conflict of Interest Form 700
Category:
Administrative
Remarks:
GC Sec.81009 (e)
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Years
Retained Off-Site:
5 Years
Conflict of Interest Form 700
Category:
Administrative
Remarks:
GC Sec.81009 (e)
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Years
Retained Off-Site:
5 Years
Conflict of Interest Form 700
Category:
Administrative
Remarks:
GC Sec.81009 (e)
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Years
Retained Off-Site:
5 Years
Contracts & Grants
Category:
Contracts/Grants
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
Term of Agreement plus 4 years
Retained Off-Site:
N/A
Contracts & Grants
Category:
Contracts/Grants
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
Term of Agreement plus 4 years
Retained Off-Site:
N/A
Contracts & Grants
Category:
Contracts/Grants
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
Term of Agreement plus 4 years
Retained Off-Site:
N/A
Contracts & Grants
Category:
Contracts/Grants
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
Term of Agreement plus 4 years
Retained Off-Site:
N/A
Contracts & Grants
Category:
Contracts/Grants
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
Term of Agreement plus 4 years
Retained Off-Site:
N/A
Discrimination and Harassment Complaints
Category:
Administrative
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Discrimination and Harassment Complaints
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Discrimination and Harassment Complaints
Category:
Administrative
Division:
Office Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Discrimination and Harassment Complaints
Category:
Administrative
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Draft Contracts
Category:
Contracts
Remarks:
Administrative Code Sec. 67.24 (a)(2)
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
Until Approved
Retained Off-Site:
N/A
Draft Contracts
Category:
Contracts
Remarks:
Administrative Code Sec. 67.24 (a)(2)
Division:
Administration
Retention Type:
4 - No Retention Required
Retained On-Site:
Until Approved
Retained Off-Site:
N/A
Draft Contracts
Category:
Contracts
Remarks:
Administrative Code Sec. 67.24 (a)(2)
Division:
Office Small Business Affairs
Retention Type:
4 - No Retention Required
Retained On-Site:
Until Approved
Retained Off-Site:
N/A
Draft Contracts
Category:
Contracts
Remarks:
Administrative Code Sec. 67.24 (a)(2)
Division:
UMB Seismic Safety Loan Program
Retention Type:
4 - No Retention Required
Retained On-Site:
Until Approved
Retained Off-Site:
N/A
Draft Contracts
Category:
Contracts
Remarks:
Administrative Code Sec. 67.24 (a)(2)
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
Until Approved
Retained Off-Site:
N/A
Family Medical Leave Act Records
Category:
Administrative
Remarks:
3 Year Minimum Required by Fair Labor Standards Act
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
3 Fiscal Years
Retained Off-Site:
N/A
Family Medical Leave Act Records
Category:
Administrative
Remarks:
3 Year Minimum Required by Fair Labor Standards Act
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
3 Fiscal Years
Retained Off-Site:
N/A
Family Medical Leave Act Records
Category:
Administrative
Remarks:
3 Year Minimum Required by Fair Labor Standards Act
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
3 Fiscal Years
Retained Off-Site:
N/A
Family Medical Leave Act Records
Category:
Administrative
Remarks:
3 Year Minimum Required by Fair Labor Standards Act
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
3 Fiscal Years
Retained Off-Site:
N/A
General Correspondences
Category:
Correspondences
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
N/A
Retained Off-Site:
N/A
General Correspondences
Category:
Correspondences
Division:
Office of Small Business Affairs
Retention Type:
4 - No Retention Required
Retained On-Site:
N/A
Retained Off-Site:
N/A
General Correspondences
Category:
Correspondences
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
N/A
Retained Off-Site:
N/A
General Correspondences
Category:
Correspondences
Division:
Administration
Retention Type:
4 - No Retention Required
Retained On-Site:
N/A
Retained Off-Site:
N/A
General Correspondences
Category:
Correspondences
Division:
UMB Seismic Safety Loan Program
Retention Type:
4 - No Retention Required
Retained On-Site:
N/A
Retained Off-Site:
N/A
Loan Agreement/Loan Files
Category:
Loan Agreements/Loan Files
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
Term of` Agreement plus 4 years
Retained Off-Site:
N/A
Medical Information
Category:
Administrative
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Medical Information
Category:
Administrative
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Medical Information
Category:
Administrative
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Medical Information
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Office Expenditure Documents
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Office Expenditure Documents
Category:
Financial
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Office Expenditure Documents
Category:
Financial
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Office Expenditure Documents
Category:
Financial
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payables (Invoices/ Vendors)
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payables (Invoices/ Vendors)
Category:
Financial
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payables (Invoices/ Vendors)
Category:
Financial
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payables (Invoices/ Vendors)
Category:
Financial
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payroll Reports/ Timecards & Related Documents
Category:
Administrative
Remarks:
Secure Permission from SFERS
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payroll Reports/ Timecards & Related Documents
Category:
Administrative
Remarks:
Secure Permission from SFERS
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payroll Reports/ Timecards & Related Documents
Category:
Administrative
Remarks:
Secure Permission from SFERS
Division:
Office Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Payroll Reports/ Timecards & Related Documents
Category:
Administrative
Remarks:
Secure Permission from SFERS
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Personnel Files
Category:
Administrative
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Personnel Files
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Personnel Files
Category:
Administrative
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Personnel Files
Category:
Administrative
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Policies/Procedures
Category:
Policies
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or Until Superseded
Retained Off-Site:
N/A
Policies/Procedures
Category:
Policies
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or Until Superseded
Retained Off-Site:
N/A
Policies/Procedures
Category:
Policies
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or Until Superseded
Retained Off-Site:
N/A
Policies/Procedures
Category:
Policies
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or Until Superseded
Retained Off-Site:
N/A
Purchase Orders (Copy)
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Year
Retained Off-Site:
N/A
Purchase Orders (Copy)
Category:
Financial
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Year
Retained Off-Site:
N/A
Purchase Orders (Copy)
Category:
Financial
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Year
Retained Off-Site:
N/A
Purchase Orders (Copy)
Category:
Financial
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Year
Retained Off-Site:
N/A
Receipt/Deposits
Category:
Financial
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Receipt/Deposits
Category:
Financial
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Receipt/Deposits
Category:
Financial
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Receipt/Deposits
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
RFA, RFP, RFQ(S) & Records
Category:
RFA, RFP, RFQ
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or of no current use
Retained Off-Site:
N/A
RFA, RFP, RFQ(S) & Records
Category:
RFA, RFP, RFQ
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or of no current use
Retained Off-Site:
N/A
RFA, RFP, RFQ(S) & Records
Category:
RFA, RFP, RFQ
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or of no current use
Retained Off-Site:
N/A
RFA, RFP, RFQ(S) & Records
Category:
RFA, RFP, RFQ
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
Later of 2 years or of no current use
Retained Off-Site:
N/A
Travel Request (Copy)
Category:
Administrative
Division:
Office of Small Business Affairs
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Travel Request (Copy)
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Travel Request (Copy)
Category:
Administrative
Division:
Public Finance
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Travel Request (Copy)
Category:
Administrative
Division:
Administration
Retention Type:
4 - No Retention Required
Retained On-Site:
Current Year
Retained Off-Site:
N/A
Work Orders
Category:
Financial
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Work Orders
Category:
Financial
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Work Orders
Category:
Financial
Division:
Office of Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Work Orders
Category:
Financial
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
2 Fiscal Years
Retained Off-Site:
N/A
Worker's Compensation Record
Category:
Administrative
Division:
Public Finance
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Worker's Compensation Record
Category:
Administrative
Division:
Office Small Business Affairs
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Worker's Compensation Record
Category:
Administrative
Division:
Administration
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A
Worker's Compensation Record
Category:
Administrative
Division:
UMB Seismic Safety Loan Program
Retention Type:
2 - Current
Retained On-Site:
During employee Tenure and 5 Fiscal Years Post Tenure
Retained Off-Site:
N/A