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Corporate Records Management Branch


 

146 - AGREEMENTS - GENERAL


Records not shown elsewhere in the agreement block which relate to formal agreements, memoranda of understanding and protocols.  Includes draft agreements, approved agreements, negotiations, correspondence, working papers, and other records leading to the development and approval of agreements.  This primary also includes records relating to foreign and multi-party agreements.

NOTE:  Records relating to agreements are considered administrative even though they often deal with operational matters.  For ease of reference and retrieval, some offices may wish to physically arrange agreement files with the associated operational files.  Another option is to file copies of such records on an operational file (e.g., reports, studies, etc.).  Contact your records officer if you have any questions regarding file operations in your ministry or agency.

For audits relating to agreements, see primary 975.
For employer-employee relations, see primary 1480.
For cooperation and liaison activities, see primaries 230 (general), 232 (British Columbia Government), 233 (Crown corporations), 235 (federal), 238 (international), 240 (local government), 242 (provincial) and 245 (public institutions).
For records relating to the financial details of agreements, including cost recoveries, etc., see primary 950.

NOTE:  Original agreements between British Columbia and extra-provincial jurisdictions are to be deposited with Order in Council Administration Office, Ministry of Attorney General.

NOTE:  Intra-ministry agreements, protocols, and memoranda are to be classified under the appropriate subject heading.

non-OPR NOTE: Offices will retain non-OPR copies of records for: SO nil DE  

Primary-
Secondary
Records Series   OPR  
PIB/PUR
   A SA FD  
146-00 Policy and procedures   SO 5y SR  
146-01 General   CY+2y nil DE  
146-02 Agreements register   SO+1y 5y SR  
146-20 Draft foreign agreements (other than USA)
(includes negotiations, studies and all other records involved in the development of the agreement)

SO = when agreement is approved or negotiations are suspended

  SO+1y 5y SR  
146-25 Approved foreign agreements (other than USA)

SO = upon expiry of the agreement and when information is no longer required

  SO+1y 5y SR  
146-30 Draft multi-party agreements
(includes negotiations, studies and all other records involved in the development of the agreement)

SO = when agreement is approved or negotiations are suspended

  SO+1y 5y SR  
146-35 Approved multi-party agreements

SO = upon expiry of the agreement and when information is no longer required

  SO+1y 5y SR  
146-40 Other draft agreements
(includes negotiations, studies and all other records involved in the development of the agreement)

SO = when agreement is approved or negotiations are suspended

  SO+1y 5y SR  
146-45 Other approved agreements

SO = upon expiry of the agreement and when information is no longer required

  SO+1y 5y SR  
NOTE:

Only draft and working documents should be filed on the draft agreement case files.  Approved agreements should be filed on the approved agreement case files.          


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 Page last updated: November 28, 2007