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Corporate Records Management Branch


 

152 - AGREEMENTS - LOCAL GOVERNMENT


Records relating to all formal local government 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 local government 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 agreements register, see primary 146.
For audits relating to agreements, see primary 975.
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:  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  
152-00 Policy and procedures   SO 5y SR  
152-01 General   CY+2y nil DE  
152-20 Draft municipal 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 DE  
152-25 Approved municipal agreements

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

  SO+1y 5y SR  
152-30 Draft regional district 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 DE  
152-35 Approved regional district agreements

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

  SO+1y 5y SR  
152-40 Draft improvement district 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 DE  
152-45 Approved improvement district agreements

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

  SO+1y 5y SR  

Primary-
Secondary
Records Series   OPR  
PIB/PUR
   A SA FD  
152-50 Draft school district 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 DE  
152-55 Approved school district agreements

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

  SO+1y 5y SR  
152-60 Other draft local government 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 DE  
152-65 Other approved local government 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 draft agreement case files. Approved agreements should be filed on approved agreement case files.          


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 Page last updated: November 28, 2007