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Administrative Procedure 185 - Appendix

SCHEDULE OF RETENTION PERIODS

Subject

Minimum Retention Period

Administrative circulars

While in effect

Complaints or allegations with possible future repercussions

5 years

FOIPOP requests

3 years

FOIPOP requests to review decisions

5 years after review or adjudication complete

general correspondence (not departmental)

2 years

Insurance – accident reports

1 year or until finalized

Insurance – claims

Indefinite

Insurance – policies

While in effect

Manual of the school law and regulations

While in effect

Transportation data

While applicable

  1. Board Records

    Subject

    Minimum Retention Period

    Annual Report

    Indefinite

    Board policy

    Indefinite

    Committee reports

    Indefinite

    Minutes

    Indefinite

    Notice of meeting and agenda

    5 years

    Oaths and declarations of trustees

    For term of office

  2. Financial Records

    Accounting: ( District Office)

    Minimum Retention Period

    Accounts payable and receivable

    6 years

    Annual budget and supporting documents

    Indefinite

    Auditor's reports

    Indefinite

    Cancelled cheques

    6 years

    Cheque duplicates

    2 years

    Debenture and bylaw register

    Indefinite

    Debenture and coupons redeemed resolution required prior to destruction)

    3 years after audit

    Financial and statistical statements

    Indefinite

    Ledgers, synoptics, subsidiary ledgers, journals

    Indefinite

    Purchase orders and invoices

    7 years

    Quotations and relative correspondence

    1 year

    Receipts issued

    6 years

  3. Banking

     District Office and School

    Minimum Retention Period

    Bank statements

    6 years

    Deposit books

    6 years

    Loans – authorization of

    1 year or term of loan

    cancelled notes

    6 years

    Stop orders

    1 year

  4. Personnel/Payroll: ( District Office)

    Subject

    Minimum Retention Period

    All records and data relating to any employee (application, appointment, TD1, etc. – any records)

    Indefinite

    Applications and job competitions

    1 year after position filled

    Complaints or investigations of personnel

    Indefinite or as per personnel collective agreement

    Payroll sheets

    Indefinite

    Records of payroll remittances

    (garnishees, superann., UIC, Inc. Tax)

    3 years

    Salary agreements

    Indefinite

    Time cards

    3 years

    TD-4 and Summary

    3 years

    W.C.B. Claims

    Indefinite

  5. Buildings and Property: ( District Office)

    Subject

    Minimum Retention Period

    Appraisal and inventory records

    Indefinite

    Authorization for expenditure of capital funds

    Indefinite

    building plans and specifications (with related changes, guarantees, bonds, liens and valuable correspondence)

    Indefinite

    Land titles, deeds and plans

    Indefinite

    Records of payroll remittances

    (garnishees, superann., UIC, Inc. Tax)

    3 years

    Mortgages and leases

    1 year after expiration of term

    Capital expenditure plans, OICs

    10 years

  6. General Administration: ( District Office)
  7. School Records

    Subject

    Minimum Retention Period

    Permanent student records

    55 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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