Ask the ExpertCategory: QuestionsDocument Retention Policy
hri_Admin Staff asked 3 years ago

I\’m looking for a draft policy on document retention, both employment as well as overall business – for BC, AB, SK, ON and USA. Recommendations?

1 Answers
Glenn Demby Staff answered 3 years ago

Here are the best models I could find from each jurisdiction. Most of the examples are from educational institutions and won’t pertain to you (unless you’re in education yourself). I declined to include government and healthcare examples because they’re too specialized. And if you let me know what state you want, I’ll try and find you a US model.
Alberta: https://www.ffca-calgary.com/download/131555  (Note that “E” refers to the event. This’ll help u read the chart.)
BC: https://www.britishcouncil.org/sites/…/files/british_council_retention_schedule_2.xlsx
https://www.theaiatrust.com/filecabinet/Sample-Document-Retention-Policy-Metadata-Paper.pdf     http://bcmqi.ca/Policies%20and%20Guidelines/BCMQIO_Retention_Storage_and_Disposal_Policy_V2.0.pdf
Manitoba: (School–retention sched begins on p. 13) https://www.edu.gov.mb.ca/k12/docs/policy/retention/retention.pdf
Ontario: scroll down to p. 124 https://www.burlington.ca/en/services-for-you/resources/Ongoing_Projects/Open_Data/Catalogue/Records_Retention_bylaw_data_schedule.pdf       https://www.georgebrown.ca/uploadedFiles/Archives/Content/Retention%20Chart%20(Version%202).pdf
Sask: http://saskschoolboards.ca/wp-content/uploads/2015/08/Sep13_RecordsRetentionGuide.pdf scroll down to page 9
Hope this helps. Glenn

Mark Reynolds replied 3 years ago

Thanks. Regarding States: Illinois & Indiana presently. Thanks again.