Classification and Retention Plan

Below are the functional records groups for the various General Council records functions. Files in these groups are created and maintained by any unit in General Council Office. Each group has a specific retention period where the files need to be held by the originating unit before it can be transferred to the Archives for review or be securely destroyed.

The retention schedules apply to both paper and electronic files.

The General Council retention plan is outlined below and can be downloaded (PDF, 1.2 MB), for convenience.

The Records Management Policy and Procedures Manual (PDF, 1 MB) is a companion document to the Classification and Retention Plan and provides comprehensive information about the Records Management Program.

Please consult the guidelines and procedures prior to transferring documents to the Archives or securely shredding paper documents.

400 - Communications

Advertising and Marketing

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Internal

Artwork and Graphics Services

  • Trigger Event:  Superseded or Obsolete
  • Total Retention: 3 years
  • Disposition: Archival Review
  • Security Access: Internal
  • Vital Record: Yes

Media Relations and News Releases

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal

Publications

  • Trigger Event:  Calendar Year
  • Total Retention: 8 years
  • Disposition: Archives
  • Security Access: Internal

Sales

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal
  • This record group contains personal information.

Social Media

  • Trigger Event:  Calendar Year
  • Total Retention: 3 years
  • Disposition: Archival Review
  • Security Access: Internal

Visual Images

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal

800 - Finance

Accounting

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Asset Management

  • Trigger Event: Disposal of Asset
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Confidential
  • Vital Record: Yes

Audit

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential

Banking and Cash Management

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes

Budgeting and Financial Planning

  • Trigger Event: Calendar Year
  • Total Retention: 10 years
  • Disposition: Dispose
  • Security Access: Internal

Charity Registration

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Disposition
  • Security Access: Internal
  • Vital Record: Yes

Donations

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Financial Reporting

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal
  • Vital Record: Yes

Financial Statements

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Public
  • Vital Record: Yes

Foundation Management

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal
  • Vital Record: Yes

Grants and Loans

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal

Investments

  • Trigger Event: Disposal of Asset
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal
  • Vital Record: Yes

Payroll

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Pensions

  • Trigger Event: Termination
  • Total Retention: 75 years
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Procurement

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal

Taxation

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal
  • Vital Records: Yes

Travel

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal
  • This record group contains personal information.

1000 - Governance

Bylaws / Corporate Documents

  • Trigger Event:  Permanent
  • Security Access: Public
  • Vital Record: Yes

Board of Vocation

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal

Committees

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal

Duty of Care

  • Trigger Event:  Superseded or Obsolete
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal

Executive: Regional or General Council

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Confidential
  • Vital Record: Yes

General Council / Regional Council

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal
  • Vital Record: Yes

Incorporated Ministries

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal
  • Vital Record: Yes

National Indigenous Organization

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal

Pension Board

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal
  • Vital Record: Yes

Proposals

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Internal

Oversight and Review

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal

Regional General Meetings / Annual Meetings

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Internal

Strategic Planning

  • Trigger Event:  Superseded or Obsolete
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Internal

1200 - Human Resources

Award and Scholarships

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Confidential
  • This record group contains personal information.

Benefits

  • Trigger Event: Termination of Benefits
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Compensation and Salaries

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Dispute Resolution / Discipline and Misconduct

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archives
  • Security Access: Confidential
  • This record group contains personal information.

Employees [non-ministry]

  • Trigger Event: Termination or Death of Employee
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Employment Management

  • Trigger Event: Superseded or Obsolete
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Internal

Event Management

  • Trigger Event: Completion of Event
  • Total Retention: 8 years
  • Disposition: Archival Review
  • Security Access: Internal

Ministry Personnel

  • Trigger Event: Termination or Death of Employee
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Organizational Design and Job Descriptions

  • Trigger Event: Superseded or Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Pension Administration

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Recruitment

  • Trigger Event: Calendar Year
  • Total Retention: 3 years
  • Disposition: Dispose
  • Security Access: Internal
  • This record group contains personal information.

Staff Events and Initiatives

  • Trigger Event: Calendar Year
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Internal
  • This record group contains personal information.

Training and Development

  • Trigger Event: Superseded or Obsolete
  • Total Retention: 3 years
  • Disposition: Archival Review
  • Security Access: Internal

Vacation and Absences

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Confidential
  • This record group contains personal information.

1400 - Information Management

Archives Management

  • Trigger Event: Calendar Year
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Internal

Collaborative Systems and Telecommunications

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Internal

Email Applications

  • Trigger Event:  [see UCC Email Policy]
  • Security Access: Confidential
  • This record group contains personal information.

Information Systems Operations and Security

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Internal
  • Vital Record: Yes

Records Management

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Internal

Website

  • Trigger Event:  Calendar Year
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Public

Access to Information and Privacy

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal

Claims

  • Trigger Event: Completion of Claim or Litigations
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Confidential
  • This record group contains personal information.

Contracts and Agreements

  • Trigger Event: Termination of Contract and Expiry of Appeal Period
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Copyright and Permissions

  • Trigger Event: Superseded or Obsolete
  • Total Retention: 3 years
  • Disposition: Archival Review
  • Security Access: Internal

Estates

  • Trigger Event:  Calendar Year
  • Total Retention: 7 years
  • Disposition: Archives
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Intellectual Property

  • Trigger Event: Calendar Year
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Internal

Law and Regulations

  • Trigger Event:  Superseded or Obsolete
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Public

Legal Matters and Cases

  • Trigger Event: Completion of Case and Expiry of Appeal Period
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Licenses and Permits

  • Trigger Event: Expiry of License or Permit
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal
  • Vital Record: Yes

Notarizations

  • Trigger Event:  Calendar Yeaer
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Power of Attorney

  • Trigger Event:  Superseded or Obsolete
  • Total Retention: 7 years
  • Disposition: Dispose
  • Security Access: Confidential
  • Vital Record: Yes
  • This record group contains personal information.

Precedents

  • Trigger Event:  Permanent
  • Security Access: Internal

2200 - Programming and Education

Curriculum

  • Trigger Event: Superseded or Obsolete
  • Total Retention: 5 years
  • Disposition: Archival Review
  • Security Access: Internal

Education Programs

  • Trigger Event: Superseded or Obsolete
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Internal

Programming

  • Trigger Event: Calendar Year
  • Total Retention: 5 years
  • Disposition: Dispose
  • Security Access: Internal

1400 - Social Issues and Partnerships

Environment

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Family and Health Issues

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Global Partnerships and Agencies

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Governments

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Political and Economic Issues

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Religeous Agencies

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal

Social and Ethical Issues

  • Trigger Event: Superseded/Obsolete
  • Total Retention: 7 years
  • Disposition: Archival Review
  • Security Access: Internal