3933 Schedule A - 2016 UpdateBy-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
ADMINISTRATION
Includes records regarding the routine administration and office services functions.
A00
(Change of Scope)
General Correspondence Originating Dept. 1 Change of scope. To include
all General Correspondence
regardless of subject matter.
All previous General
Classifications codes now
under this classification.
A01 Associations & Organizations Originating Dept. 1
A02 Staff Committees & Meetings Originating Dept. 4** ** = Archival Selection
A03 Computer Systems &
Architecture Information
(Information Technology)
Treasury S + 6 S = Superseded
A04 Conferences & Seminars Originating Dept. 1** ** = Archival Selection
Archival Review if sponsored
by the Municipality
A05 Consultants Originating Dept. 2** ** = Archival Selection
A06 Inventory Control Originating Dept. 6
A07 Office Equipment & Furniture Originating Dept. E E = Disposal of Item
A08 Office Services Originating Dept. 1
A09 Policies & Procedures Originating Dept. P** P = Permanent
** = Archival Selection
A10 Records Management Clerk’s S S = Superseded
A11 Records Disposition Clerk’s P P = Permanent
A12 Telecommunications Systems Originating Dept. S S = Superseded
A13 Travel & Accommodation Originating Dept. 1
A14 Uniforms & Clothing Originating Dept. S** S = Superseded
** = Archival Selection
A15 Vendor & Suppliers Originating Dept. 2
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
A16 Intergovernmental Relations Originating Dept. 5** ** = Archival Selection
A17 Access & Privacy (MFIPPA) Clerk’s 2
A18 Security Originating Dept. 5
A19 Facilities Construction &
Renovations (Property Planning)
Originating Dept. E + 2** E = Project Finished
** = Archival Selection
As built = until superseded
Specifications, architectural &
engineering drawings kept
until superseded.
A20 Building & Property
Maintenance
Originating Dept. 5
Setup Tests & Manuals are
retained until Equipment
removed + 1 year
A21 Facilities Bookings Originating Dept. 1
A22 Accessibility Clerk’s 5 No legislated retention
requirements.
A23 Information Systems Production
Activity & Control
Treasury 2
A24 Access Control & Passwords Treasury 2
A25 Performance Management /
Quality Assurance
CAO S** * = Archival Selection
A26 (New) Forms Management Originating Dept. S + 2 S = Superseded
A27 (New) Geographical Information
Systems (GIS)
Originating Dept. S + 6 S = Superseded
COUNCIL & BY-LAWS
Includes records regarding the establishment By-laws and he operations of Council and Boards for which Council is
responsible.
C01 By-Laws Clerk’s P** P = Permanent
** = Archival Selection
Convenience Copies Originating Dept. S S = Superseded
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
C02 By-Laws - Other Municipalities Clerk’s S S = Superseded
C03 Council Agenda Clerk’s S + 5 S = Superseded
C04 Council Minutes Clerk’s P** P = Permanent
** = Archival Selection
Copies Originating Dept. 2
Working Notes Clerk’s 6
Council Highlights Clerk’s 4
C05 Council Committee Agenda Clerk’s S S = Superseded
C06 Council Committee Minutes Clerk’s P** P = Permanent
** = Archival Selection
C07 Elections (Municipal) Clerk’s E + 4 E= Day action took effect or
voting day
Election – Ballots Clerk’s E+120 days
after voting or
resolution of
recount
E = Election Day or
resolutions of recount
Elections – Personnel Clerk’s E + 4 E = Election Day
Elections – Ward Boundaries Clerk’s P P = Permanent
Elections – Candidates Clerk’s E + 4 E = Election Day
Elections – Returns Clerk’s E+120 days
after voting or
resolution of
recount
E = Election Day
Elections – Recounts Clerk’s E + 4 E = Election Day
Elections – Results Clerk’s P P = Permanent
Voters Lists Clerk’s E+180 days
after voting or
resolution of
recount
E = Election Day
C08 Goals & Objectives (Corporate Originating Dept. S** S = Superseded
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
Planning) ** = Archival Selection
C09 Motions & Resolutions Clerk’s P** P = Permanent
** = Archival Selection
C10 Motions & Resolutions – Other
Municipalities
Clerk’s S S = Superseded
C11 Reports to Council Clerk’s P** P = Permanent
** = Archival Selection
C12 Appointments to Boards &
Committees
Clerk’s P** P = Permanent
** = Archival Selection
C13 (New) Boards & Commissions Clerk’s 4** ** = Archival Selection
C14 (New) Accountability, Transparency &
Governance
Clerk’s 2
DEVELOPMENT & PLANNING
Includes records regarding municipal development and planning. Includes general studies as well as official plans,
zoning etc.
D01 Demographic Studies Planning 10** ** = Archival Selection
D02 Economic Development Planning 10** ** = Archival Selection
D03 Environmental Planning Planning E + 5** E= Later of: Date of offence
or day evidence of offence
first came to attention of
person appointed under s. 5.
** = Archival Selection
D04 Residential Development &
Planning
Planning 10** ** = Archival Selection
D05 Natural Resources Planning 5** ** = Archival Selection
D06 Tourism Development Planning 10** ** = Archival Selection
D07 Condominium Plans Clerk’s P P = Permanent
Applications = 2 years after
final decision.
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
D08 Official Plans Planning P** P = Permanent
** = Archival Selection
Copies S S = Superseded
D09 Official Plan Amendment
Applications
Planning E + 5 E = Final Decision
D10 Severances Planning E + 6 E = Land titles registration
D11 Site Plan Control Planning P P = Permanent
Applications Planning E +2 E = Final decision
D12 Subdivision Plans Planning P P = Permanent
Applications Planning E +2 E = Final decision
Pre-Consultations Planning 4
D13 Variances Planning P E = Final Decision
D14 Zoning Planning E + 2 E = Final Decision
D15 Easements Planning E + 6** E = Termination of Right
** = Archival Selection
D16 Encroachments Planning E + 6** E= Termination of Right
** = Archival Selection
D17 Annexation / Amalgamation
(Municipal Restructuring)
Clerk’s P** P = Permanent
** = Archival Selection
D18 Community Improvement
Projects & Studies
Planning E + 6** E = Completion of Project
** = Archival Selection
D19 Municipal Addressing Planning S + 10** S = Superseded
** = Archival Selection
D20 Reference Plans Planning P P = Permanent
D21 Industrial / Commercial
Development
Planning 10** ** = Archival Selection
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
D22 Digital Mapping Planning S S = Superseded
D23 Agriculture Development Planning 10** ** = Archival Selection
D24 Background Reports for Official
Plan
Planning E + 5 E = Final Decision
D25 Part Lot Control Planning S S = Superseded
D26
(moved from P10)
Building Permits Building P P = Permanent
D27
(moved from P06)
Building & Structure Inspections Building S S = Superseded
D28
(moved from P11)
Permits, Other Originating Dept. E + 2 E = Expiry of Permit
D30 (New) Urban Design Originating Dept. 20
D31 (New) Deeming Process Planning E +2 E = Final Decision
D32(New) Development Charges Study Planning 10** ** = Archival Selection
ENVIRONMENTAL SERVICES
Includes Records regarding provision of public works and other environmental services. Includes water works, sewer,
treatment plants, waste management and environmental monitoring.
E01
(change of scope)
Sanitary Systems
Combined E01 & E02
Works C + 1 C = Current Year
Specifications are kept
permanently
E03 Treatment Plants (Wastewater
Treatment & Collection
Systems)
Works 5 Specifications are kept
permanently
Plans = cease to apply + 2 yrs
E04 Trees Works 5
E05 Environmental Monitoring Engineering E + 5** E = Later of: date of offence
or day evidence of offence
first came to the attention of
person appointed under s.5
** = Archival Selection
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
E06 Utilities Works 5** ** = Archival Selection
E07 Waste Management Works 10 or
cease to
apply +
10**
** = Archival Selection
(Hazardous waste sites
records = depot ceases to
operate E+2)
E08 Water Works (Drinking Water
Treatment & Distribution)
Works 15 Specifications = Permanent
E09 Drains Works E + 1** ** = Archival Selection
Specifications = Permanent
E10 Pits & Quarries Works 5** ** = Archival Selection
Specifications are kept for the
life of the pit or quarry
E11 Nutrient Management Works 5** or
expiry of
plan + 2
years
** = Archival Selection
E12 Private Sewage Disposal
System
Works 5** ** = Archival Selection
Specifications = Permanent
E13 Water Monitoring Engineering 15
E14 Water Sampling Engineering 15
E15 Chemical Sampling of Water Engineering 15
E16 Backflow Prevention and Cross
Connection Control
Engineering 15
E17 Energy Management E + 7 E = End of reporting period to
which relates
E18 Natural Heritage E + 3 E = End of designated year
E19 Renewable Energy 50
E20 Source Water Protection 15
E21 (New) Ministry of the Environment
(MOE) Environmental
E + 2 E= Cease to apply
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
Compliance Approvals
E22 (New) Storm Water Management –
Ponds
P
E23 (New) Environmentally Sensitive Areas 7
E24 (New) Waterways Management 2** ** = Archival Selection
FINANCE & ACCOUNTING
Includes records regarding the management of funds.
F01 Accounts Payable Treasury E + 7 E = End of the fiscal year
F02 Accounts Receivable Treasury E + 7 E = End of the fiscal year
F03 Audits Treasury 6
F04 Banking Treasury 6
F05 Budgets & Estimates Treasury 6** ** = Archival Selection
Final Approved Budget Treasury P P = Permanent
F06 Assets Treasury E + 6** E = Disposal of Asset
** = Archival Selection
F07 Cheques Treasury 6
F08 Debentures & Bonds Treasury E + 6 E= Debentures surrendered
for exchange / cancellation
F09 Employee & Council Expenses Treasury E + 7 E= End of the fiscal year
F10 Financial Statements Treasury P** P = Permanent
** = Archival Selection
F11 Grants & Loans Treasury E + 6 E = End of the fiscal year
F12 Investments
Treasury E + 6 E = Closure of account
F13 Journal Vouchers Treasury E + 6 E = End of the fiscal year
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
F14 Subsidiary Ledgers, Registers &
Journals
Treasury E + 7** E = End of the fiscal year
** = Archival Selection
F15 General Ledgers & Journals Treasury P P = Permanent
F16 Payroll Treasury E + 6 E = End of fiscal year
F17 Purchase Orders & Requisitions Treasury E + 6 E = End of the fiscal year
F18 Quotations & Tenders Treasury 6** ** = Archival Selection
Unsuccessful bids – retain for
1 year from contract award
F19 Receipts Treasury 6
F20 Reserve Funds Treasury 6
F21 Revenues Treasury 6 Mortgage related = 10 years
F22 Tax Rolls & Records Clerk’s P
F23 Write Offs Treasury 6 Court services write offs = 37
years
F24 Trust Funds Originating Dept. E + 7 E = Closure of account
F25 Security Deposits Treasury E + 6 E = Closure of account
F26 Working Papers Treasury E + 1 E = After completion of audit
F27 (New) Federal & Provincial Taxes Treasury 7
HUMAN RESOURCES
Includes records regarding the municipality’s relationship with its employees. Includes records regarding general staff
programs as well as information on specific employees.
H01 Attendance & Scheduling HR 3** ** = Archival Selection
H02 Benefits HR S S = Superseded
H03 Employee Records HR E + 50**
E = Date employee ceased to
be employed by employer
** = Archival Selection
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
Firefighter Employment Terms HR E + 75
Drinking water system Trainee HR E + 5
Drinking water training records HR 5
H04 Health & Safety HR 3 Accident reports for
construction projects retained
1 year after completion of
project.
H05 Human Resources Planning HR 1** ** = Archival Selection
H06 Job Descriptions HR S** S = Superseded
H07 Labour Relations HR E + 10** E = Expiry of contract period
** = Archival Selection
H08 Organization Originating Dept. S** S = Superseded
** = Archival Selection
H09 Salary Planning HR 5
Pay Equity HR P P = Permanent
H10 Pension Records HR E + 50 E= Termination of employee /
beneficiary
H11 Recruitment HR 1** ** = Archival Selection
H12 Training & Development HR E + 2** E = Date when that particular
course ceases to be offered
** = Archival Selection
H13 Claims HR E + 50 E = Resolution of Claim
Hazardous exposure claims =
longer of 40 years or 20 years
after last record made
Records related to exposure
to airborne acrylonitrile,
benzene, lead, mercury,
silica, vinyl chloride, arsenic,
ethylene oxide or asbestos
must be kept longer.
H14 Grievances HR E + 7 E = Resolution of Claim
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
H15 Harassment & Violence HR E + 3 E = Resolution of complaint
H16 Criminal Background Checks HR E + 7 E = Date employee ceased to
be employed by employer
H17 Employee Medical Records –
Hazardous Materials
HR E + 50
E = Date of exposure or
claim.
H18 Employee Medical Records HR E + 3 E = When STD / LTD claims
are resolved
Employees Files E + 50 E = Date employee ceased to
be employed by employer
Firefighter Employment Terms E + 75 E = Date employee ceased to
be employed by employer
H19 Disability Management HR E + 5 E = Day issued or earlier as
may be specified by
Commission
H20 Confined Spaces HR E + 1
And 2 most
recent
records
retained
E = Event date
Longer of 1 year after the
document was created or the
periods necessary to ensure
2 most recent records
retained
H21 Service Recognition HR 3
LEGAL AFFAIRS
Includes records regarding Legal matters as well as contracts and agreements, insurance and real estate matters.
L01 Appeals & Hearings Clerk’s P E = Resolution of appeal
L02 Claims Against the Municipality Clerk’s E + 1 E = Resolution of claim and
all appeals
Injury Reports Clerk’s 7
Juvenile Claims Against the
Municipality
Clerk’s E + 20 E = Resolution of claim and
all appeals
L03 Claims By the Municipality Clerk’s E +1** E = Resolution of claim and
all appeals
** = Archival Selection
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
L04 Contracts & Agreements Under
By-Law
Clerk’s E+15** E = act or omission on which
claim is based took place
** = Archival Selection
L05 Insurance Appraisals Clerk’s E + 15 E = After a new appraisal has
been done
L06 Insurance Policies Clerk’s E + 15 E = Expiry of Policy
L07 Land Acquisition & Sale Clerk’s E + 10** E = Property disposition
** = Archival Selection
L08 Opinions & Briefs Clerk’s S** S = Superseded
** = Archival Selection
L09 Precedents Clerk’s S** S = Superseded
** = Archival Selection
L10 Federal Legislation Originating Dept. S S = Superseded
L11 Provincial Legislation Originating Dept. S ** = Archival Selection
L12 Vital Statistics Clerk’s P P = Permanent
Marriage Licence Applications Clerk’s 2
L13 Prosecutions Originating Dept. E + 7 E = Delivery of judgement
L14 Contracts & Agreements –
Simple
Clerk’s E + 2**
E = Expiry of contract
** = Archival Selection
L15 (New) Legal Compliance Clerk’s E + 7 E = Termination of agreement
L16 (New) Construction Liens 7
L17 (New) Litigation Clerk’s E + 7 E = Resolution of claim
L18 (New) Corporate Interest P P = Permanent
MEDIA & PUBLIC RELATIONS
Includes records regarding the municipality’s relationship with the media and the general public.
M01 Advertising Originating Dept. 1** ** = Archival Selection
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
M02 Ceremonies & Events Originating Dept. 5** ** = Archival Selection
M03 Charitable Campaigns / Fund
Raising
Originating Dept. 1
M04
(change of scope)
Complaints Originating Dept. 1** ** = Archival Selection
M05 News Clippings Originating Dept. 1** ** = Archival Selection
M06 News Releases Originating Dept. 1** ** = Archival Selection
M07 Publications Originating Dept. S** ** = Archival Selection
M08 Speeches & Presentations Originating Dept. 3** ** = Archival Selection
M09 Visual Identity and Insignia Clerk’s S + 5** S = Superseded
** = Archival Selection
M10 Website & Social Media Content Originating Dept. S S = Superseded
M11 (New) Awards – External Recognition 2
M12 (New) Media Releases 3
M13 (New) Promotional Materials S S = Superseded
M14 (New) Protocol & Etiquette 5** ** = Archival Selection
M15 (New) Strategic Alliances P P = Permanent
M16 (New) Communication Plans 5
M17 (New) Tourist Services 4
M18 (New) Promotions / Educational
Programs
4
M19 (New) Donations / Pledges / Bequests
E + 7
PROTECTION & ENFORCEMENT SERVICES
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
Includes records regarding the operation functions of law enforcement, licensing, public protection and fire prevention
within the community.
P01 By-Law Enforcement Originating Dept. 6** ** = Archival Selection
P03 Emergency Planning Originating Dept. S** S = Superseded
** = Archival Selection
P04 Hazardous Materials Originating Dept. S + 3 S = Superseded
P05 Incident / Accident Reports Originating Dept. E + 1 and
2 most
recent
records
retained
E = One year or such longer
period as is necessary to
ensure that the two most
recent reports or records are
on file.
P07 Fire Safety Inspections Fire E + 2 S = Superseded
P08 Investigations Originating Dept. 10** ** = Archival Selection
P09 Licenses Clerk’s E + 2 E = Expiry of Licence
P12 Warrants E + 2
E = Execution of warrant
** Search warrants are
subject to archival selection
Court services search
warrants = 40 years
P13 Criminal Records E + 5 E = Occurrence / investigation
closed or disposition of
charge
P14 Animal Control Originating Dept. E + 2 E = Date animal was last in
the pound
P15 Community Protection Programs Originating Dept. S + 2** S = Superseded
** = Archival Selection
P16 Emergency Services Originating Dept. S + 2 S = Superseded
P17 Parking Tickets By-Law T + 2 T = Final Decision
P18 By-Law Enforcement Tickets By-Law T + 5 T = Final Decision
P19 EMS Statistics S + 2 S = Superseded
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
P20 Prohibition Notices & Orders 15
RECREATION, HERITAGE & CULTURE
Includes records regarding the provision of recreational and cultural services to the community.
R01 Heritage Preservation Clerk’s E** E= Removal of Designation
** = Archival Selection
R02 Library Services Clerk’s 5
R03 Museum & Archival Services Clerk’s 1** ** = Archival Selection
R04 Parks Management Parks &
Recreation
5**
** = Archival Selection
Playground equipment
maintenance = P
R05 Recreational Facilities Parks &
Recreation
5**
As builts =
until
suspended
** = Archival Selection
R06 Recreational Programs Parks &
Recreation
1** ** = Archival Selection
R07
(change of scope)
Art & Artifacts Parks &
Recreation
E E = Deaccession
R08 Built Heritage P P = Permanent
R09 (New) Facility Reports Parks &
Recreation
7
R10 (New) Cultural Development 3
R12 (New) Special Events Parks &
Recreation
E + 2** E = Expiry of Permit or Term
or the Event
** = Archival Selection
SOCIAL & HEALTH CARE SERVICES
Includes record regarding social services and health care programs.
S04 Social Assistance Programs Originating Dept. 10
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
S08 Public Health Originating Dept. 5
S09 Cemetery Records Clerk’s P**
Burial
permits = 2
P= Permanent
Transfer to archives if no
longer managed
S10 (New) Affordable Housing 7
S11 (New) Community Programs 3
S12 (New) Educational Services 4
S13 (New) Homelessness 4
S14 (New) Multicultural Relations 3
TRANSPORTATION
Includes records regarding the development and improvement of transportation systems, roads, walkways and public
transit).
T01 Illumination Works E + 6
E= Removal of the equipment
Specifications = P
T02 Parking Works E + 6 E= Closure of lot or spot
T03 Public Transit Works E + 1** E= Closure or route / shelter /
stop
** = Archival Selection
T04 Construction Works E + 1**
E= Completion of Project
** = Archival Selection
Specifications are kept
permanently
T05 Design & Planning Works E + 1**
E= Completion of Project
** = Archival Selection
Specifications are kept
permanently
T06 Maintenance Works E + 1
E= Completion of Project
Specifications are kept
permanently
Specifications = P
By-Law 3933 - SCHEDULE “A” (REVISED)
Records Retention By-Law
Classification
Code
Heading and Description
Responsible
Department
2016
Retention
Remarks
C = Current Year E = Event Trigger P = Permanent S = Superseded ** = Subject to Archival Selection
OA = Open Access RA = Review Access XA = Restricted Access
Note: All numbers in retention columns refer to years unless otherwise specified.
. By-Law 3933 – Schedule “A” Revised: August 2016
T07 Signs & Signals Works E + 1 E= Removal of Sign / Signal
T08 Traffic Works E + 1** E= Completion of Project
** = Archival Selection
T09 Roads & Lane Closures Works E + 1** E= Completion of Project
** = Archival Selection
T10 Field Survey / Road Survey
Books
Works E + 1 E= Completion of Project
T11 Bridges Works E + 25** E= Completion of Project
** = Archival Selection
Specifications & Structural Reports P
T12 (NEW)
Airport Transportation Services E + 1** E= Completion of Project
** = Archival Selection
VEHICLES & EQUIPMENT
Includes record regarding municipal vehicles and equipment. Includes records on flee management, mobile equipment,
and protective equipment and related maintenance activities.
V01 Fleet Management Originating Dept. E + 2
E= Termination of lease
Daily Inspection Logs may be
destroyed 6 months after last
entry
V02 Mobile Equipment Originating Dept. E + 1 E= As long as device is in
service
V03 Transportable Equipment Originating Dept. E + 1 E= Disposal of equipment
V04 Protective Equipment Originating Dept. E + 1 E= Disposal of equipment
V05 (New) Ancillary Equipment Originating Dept. E + 1 E= Disposal of equipment
Minimum 5 years for small
water system equipment
Set-up Tests until superseded