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Administrative Procedure 185 - Appendix

SCHEDULE OF RETENTION PERIODS

Board Records

SubjectMinimum Retention Period
Administrative CircularsFor Term of Office 
Complaints or allegations with possible future repercussions5 years
FOIPPA Requests3 years
FOIPPA Requests to review decisions5 years after review or adjudication complete
General Correspondence (not departmental)2 years
Insurance – Accident Reports1 year or until finalized
Insurance – ClaimsIndefinite
Insurance – PoliciesWhile in effect
Manual of the School Law & RegulationsWhile in effect
Transportation DataWhile applicable
Annual ReportIndefinite
Board PolicyIndefinite
Committee ReportsIndefinite
MinutesIndefinite
Notice of Meeting & Agenda5 years
Oaths & Declarations of TrusteesFor Term of Office 

Finance

SubjectMinimum Retention Period
Accounts Payable & Receivable6 years
Annual Budget & Supporting DocumentsIndefinite
Auditor's ReportsIndefinite
Cancelled Cheques6 years
Cheque Duplicates2 years
Debenture & Bylaw RegisterIndefinite
Debenture & coupons redeemed resolution required prior to destruction3 years after Audit
Financial & Statistical StatementsIndefinite
Ledgers, Synoptics, Subsidiary Ledgers, JournalsIndefinite
Purchase Orders & Invoices6 years
Quotations & Relative Correspondence1 year
Receipts Issued6 years
Bank Statements6 years
Deposit Books6 years
Loans - Authorization of1 year or term of loan
Stop Orders1 year

Human Resources/Payroll

SubjectMinimum Retention Period
All Records/Data relating to any employee (application, appointment, TD1)Indefinite
Applications & Job Postings1 year after position filled
Complaints or Investigations of PersonnelIndefinite or as per personnel Collective Agreement
Payroll SheetsIndefinite
Records of Payroll Remittances (garnishees, superann., EI, Inc. Tax)3 years
Salary AgreementsIndefinite
Time Cards3 years
TD-4 & Summary3 years
WCB ClaimsIndefinite

Facilities

SubjectMinimum Retention Period
Appraisal & Inventory RecordsIndefinite
Authorization for expenditure of Capital FundsIndefinite
Building Plans & Specifications
(with related changes, guarantees, bonds, liens and valuable correspondence)
Indefinite
Land Titles, Deeds & PlansIndefinite
Mortgages & Leases1 year after expiration of term
Capital expenditure Plans, OICs10 years

Student Records

SubjectMinimum Retention Period
Permanent Student Records55 years from the date the student withdraws or graduates from school

 

Reference:

  • Reference:    Sections 22, 23, 65, 85 School Act
  • Information Management Act
  • Freedom of Information and Protection of Privacy Act

Approved:

  • November 2020

 

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