IMRC - Policies, Standards and Guidelines by Document Type |
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Guidelines page
Information by Document Type
Organised by type, then alphabetically by title.
Overview
Policies
Common
Services Policy
Treasury Board Secretariat
The Common Services Policy sets a strategic direction and provides authority to reform
administrative management and the role of common service organizations to create a more
streamlined, efficient and responsive public service.
See also Organization: Treasury Board Secretariat
See also Topic(s): Service Delivery
Communications
Policy of the Government of Canada
Effective Date: April 1, 2002
Government of Canada
The purpose of this policy is to ensure that communications across the Government of
Canada are well co-ordinated, effectively managed and responsive to the diverse
information needs of the public. This policy applies to all institutions of the Government
of Canada identified in Schedules I, I.1 and II of the Financial Administration Act (FAA).
See also Organization: Government of Canada
See also Topic(s): Communications
Evaluation
Policy
Last Revision: April 1, 2001
Treasury Board Secretariat
This policy supports the generation of accurate, objective and evidenced-based information
to help managers make sound, more effective decisions on their policies, programs and
initiatives and through this provide results for Canadians.
See also Organization: Treasury Board Secretariat
See also Topic(s): Audits and Evaluation
Federal
Identity Program
Last Revision: October 1, 1990
Treasury Board Secretariat
The objectives of the Federal Identity Program are to enable the public to clearly
recognize federal activities by means of consistent identification; to improve service to
the public by facilitating access to federal programs and services; to project equality of
status of the two official languages consistent with the Canadian Charter of Rights and
Freedoms and the Official Languages Act; to ensure effective management of the
federal identity consistent with government-wide priorities, and to achieve savings
through standardization; to promote good management practices in the field of corporate
identity and information design.
See also Organization: Treasury Board Secretariat
See also Topic(s): Official Languages
Government
Security Policy
Effective Date: February 1, 2002
Government of Canada
The Government Security Policy prescribes the application of safeguards to reduce the risk
of injury. It is designed to protect employees, preserve the confidentiality, integrity,
availability and value of assets, and assure the continued delivery of services. Since the
Government of Canada relies extensively on information technology (IT) to provide its
services, this policy emphasises the need for departments to monitor their electronic
operations.
See also Organization: Government of Canada
See also Topic(s): Information Technology; Security
Management
of Information Technology Policy (MIT)
Effective Date: January 17, 1994
Treasury Board Secretariat
The objective of this policy is to ensure that information technology is used as a
strategic tool to support government priorities and program delivery, to increase
productivity, and to enhance service to the public.
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Technology
Multi-Institutional Disposition Authorities (MIDA)
National Archives of Canada
The Multi-Institutional Disposition Authorities (MIDA) in this collection are issued by
the National Archivist to provide direction to government institutions subject to the National
Archives of Canada Act regarding the disposal of records managed by all or a multiple
number of government institutions.
See also Organization: Library and Archives Canada
See also Topic(s): Records Management
Networked Electronic
Publications Policy and Guidelines
Effective Date: October 1998
National Library of Canada
The present shift toward electronic publishing in a networked environment raises a set of
issues that expands and changes the way the National Library of Canada is fulfilling its
heritage mandate. The current Collection Management Policy (1990) has already
addressed the acquisition and preservation of electronic publications on physical media,
but separate policy and guidelines are required to deal with identifying, locating,
acquiring, reporting, storing and preserving networked electronic publications. Such
publications are obtained over networks via protocols such as file transfer, electronic
mail, or hypertext transfer. If these publications are not captured and preserved, major
gaps in the Canadian heritage and research tools of the nation will occur.
See also Document Type(s): Guidelines
See also Organization: Library and Archives Canada
See also Topic(s): Publishing
Official
Languages Policies
Treasury Board Secretariat
These policies set out the basic principles as well as the minimum obligations that
federal institutions must meet regarding official languages.
See also Organization: Treasury Board Secretariat
See also Topic(s): Official Languages
Personnel
Information Management Policy
Treasury Board Secretariat
Departments and agencies must support the management of their human resources with
practical and effective information. The importance of human resources justifies an
investment to manage and administer this resource effectively.
See also Organization: Treasury Board Secretariat
See also Topic(s): Human Resources
Policy
on Alternative Service Delivery
Effective Date: April 1, 2002
Treasury Board Secretariat
This policy describes the requirements when undertaking alternative service delivery
initiatives.
See also Organization: Treasury Board Secretariat
See also Topic(s): Service Delivery
Policy
for Continuous Learning in the Public Service of Canada
Effective Date: May 1, 2002
Treasury Board Secretariat
This policy provides a framework to build a learning culture in the Public Service. It
represents a broad-based consensus across the federal government of what is currently
needed to build a learning organization and contributes to the agenda of Skills and
Learning for Canadians.
See also Organization: Treasury Board Secretariat
See also Topic(s): Training
Policy on
Electronic Authorization and Authentication
Effective Date: July 15, 1996
Treasury Board Secretariat
The objective of this policy is to ensure adequate control and protection of business
transactions in electronic form through proper authorization and authentication.
See also Organization: Treasury Board Secretariat
See also Topic(s): Public Key Infrastructure
Policy on
Internal Audit
Last Revision: April 1, 2001
Treasury Board Secretariat
The objective of this policy is to provide departmental management with objective
assessments about the design and operation of management practices, control systems, and
information, in keeping with modern comptrollership principles and thereby contributing to
the government's continuous management improvement program and accountability for results.
See also Organization: Treasury Board Secretariat
See also Topic(s): Audits and Evaluation
Policy
on the Management of Government Information
Effective Date: May 1, 2003
Treasury Board Secretariat
The purpose of this policy is to ensure that information under the control of the
Government of Canada is managed effectively and efficiently throughout its life cycle.
Federal government institutions must manage information in a privacy protective manner
that supports informed policy and decision-making and the delivery of high quality
programs, services, and information through a variety of channels and in both official
languages. It replaces the Treasury Board Management of Government Information Holdings
policy.
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Management
Policy for
Public Key Infrastructure Management in the Public Service
Effective Date: May 27, 1999
Treasury Board Secretariat
This policy provides for the effective management of public key infrastructure in the
federal government and was approved by Treasury Board Ministers on May 27, 1999. This
policy applies to all departments and agencies listed in Schedule I, Parts I and II
of the Public Service Staff Relations Act, the Canadian Forces and the Royal
Canadian Mounted Police ("departments").
See also Organization: Treasury Board Secretariat
See also Topic(s): Public Key Infrastructure
Policy on the
Use of Electronic Networks
Effective Date: February 28, 1998
Treasury Board Secretariat
The purpose of this policy is to ensure that anyone authorized to access electronic
networks by a federal government institution uses those electronic networks appropriately.
The policy also gives guidance to institutions on privacy issues relating to monitoring
employee use of electronic networks, and especially the importance of institutions
understanding and respecting the privacy rights of their employees when contemplating any
of the monitoring practices discussed in this policy.
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Technology
Privacy
and Data Protection Policy
Effective Date: July 29, 1994
Treasury Board Secretariat
The objectives of this policy include the following: to ensure the effective and
consistent application of the provisions of the Privacy Act and the Privacy
Regulations by government institutions; to ensure that data-matching and data linkage
of personal information for administrative purposes meet the requirements of that
legislation; and to limit collection and use of the Social Insurance Number (SIN) for
administrative purposes to those permitted by specific acts, regulations and programs and
to establish conditions for its collection.
See also Organization: Treasury Board Secretariat
See also Topic(s): Privacy
Privacy
Impact Assessment Policy
Effective Date: May 2, 2002
Treasury Board Secretariat
The Government of Canada's new Privacy Impact Assessment Policy (PIA) enhances the
government's implementation of the federal Privacy Act by providing federal
departments and agencies with a consistent framework to identify and resolve privacy
issues during the design or re-design of programs and services.
See also Organization: Treasury Board Secretariat
See also Topic(s): Privacy
Project
Management Policy
Treasury Board Secretariat
To ensure government projects have well defined scope and objectives, adhere to approval
requirements, employ sound project management principles, are adequately resourced, and
are managed in a manner sensitive to risk, complexity and economy of resources.
See also Organization: Treasury Board Secretariat
See also Topic(s): Project Management
Risk Management
Policy
The objective of this policy is to safeguard the government's property, interests, and
certain interests of employees during the conduct of government operations.
See also Organization: Treasury Board Secretariat
See also Topic(s): Risk Management
Security
Policy Manager's Handbook
Last Revision: September 1996
Treasury Board Secretariat
This handbook summarizes and explains the main provisions of the government security
policy. It contains only highlights and should not be read as a substitute for the policy.
For further information consult your organization's security manual or your security
officer. The security policy and standards are available in the Security volume of the
Treasury Board Manual. It is to be noted that the security policy also applies to
Minister's Offices, including exempt staff.
See also Organization: Treasury Board Secretariat
See also Topic(s): Security
Standards
Common Look and Feel for the Internet
Effective Date: May 4, 2000
Treasury Board Secretariat
The purpose of the Common Look and Feel (CLF) initiative is to ensure equitable access
to all content on Government of Canada web sites. This web site will assist federal
departments and agencies with the implementation of the Treasury Board Common Look and
Feel (CLF) Standards on their web sites. It is designed to provide a common understanding
of the CLF standards and guidelines together with the tools and techniques necessary for
government-wide implementation. The implementation of the CLF standards by departments
and agencies is mandatory while the guidelines can be implemented at the discretion of
the institution.
See also Organization: Treasury Board Secretariat
See also Topic(s): Common Look and Feel; Internet; Metadata
Information
Technology Security Standard
Last Revision: June 1, 1995
Treasury Board Secretariat
This document establishes the operational standard for information technology security (ITS).
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Technology; Security
Operational
Standard for the Security of Information Act
Effective Date: March 17, 2003
Treasury Board Secretariat
On December 24, 2001, amendments to the Official Secrets Act, as adopted by
Parliament became law. The Act was renamed the Security of Information Act (SOIA).
The revised Act, among other things, modernizes the espionage provisions and introduces
new concepts, such as "special operational information"and"persons
permanently bound to secrecy."
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Technology; Security
Security
Organization and Administration
Last Revision: June 1, 1995
Treasury Board Secretariat
This document establishes the operational standard for the organization and administration
of security as required by the Security policy.
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Technology; Security
TBITS 39: Treasury
Board Information Management Standard, Part 1: Government On-Line Metadata Standard
Effective Date: November 8, 2001
Treasury Board Secretariat
This standard adopts the Dublin Core as specified at http://www.dublincore.org/
as the core metadata standard for resource sharing and interoperability goals of
Government On-Line. Adopting a metadata standard will ensure that, across domains and
clusters and business functions, the effort that goes into assigning metadata is
coordinated, cost effective and client-service focused.
See also Organization: Treasury Board Secretariat
See also Topic(s): Common Look and Feel; Internet; Metadata
TBITS 39: Treasury
Board Information Management Standard, Part 2: Controlled Vocabulary Standard
Effective Date: November 8, 2001
Treasury Board Secretariat
This standard adopts the principle of controlled vocabulary for the management of
electronic information. The use of controlled vocabulary is necessary to classify and
describe information, and to support navigation, searching, information sharing and
interoperability goals of Government On-Line (GOL).
See also Organization: Treasury Board Secretariat
See also Topic(s): Common Look and Feel; Internet; Metadata
Guidelines
Common Look and
Feel Metadata Standard Definitions and HTML Examples
Treasury Board Secretariat
Provides examples of how meta tagging will appear in the HTML coding of Government of
Canada web pages, as well as definitions and usage guidelines for each of the required
elements.
See also Organization: Treasury Board Secretariat
See also Topic(s): Common Look and Feel; Internet; Metadata
Government
of Canada Internet Guide
Fourth Edition. April 2002
Government of Canada
The guide is divided into four main parts: Part I - Getting Started provides a
starting point and foundation for developing a Web initiative. Part II - Implementation
describes ways to make effective use of on-line tools and technology for your Web
initiative. Part III - Evaluation includes methods used to examine the success of
the planning and implementation process of your Web initiative. Part IV - Maintenance
describes maintenance processes that will help your Web initiative succeed.
See also Organization: Government of Canada
See also Topic(s): Internet
Guidelines
for Cookies on Government of Canada Web Sites
Last Revision: November 27, 2002
Treasury Board Secretariat
These guidelines provide direction on the use of cookies and other similar technologies to
Web site developers and administrators, program and service content managers, privacy
coordinators and other relevant Government of Canada officials involved in providing
services on-line.
See also Organization: Treasury Board Secretariat
See also Topic(s): Information Technology; Internet
Guidelines For Records
Created Under a Public Key Infrastructure Using Encryption And Digital Signatures
National Archives of Canada
To facilitate the development of electronic communication at all levels, the federal
government has implemented a Public Key Infrastructure (PKI), which enables documents in
electronic form to be encrypted and to carry a digital signature. To explain its position
and assist institutions in the management and disposal of records created under a Public
Key Infrastructure using encryption and digital signatures, the National Archives has
prepared these guidelines.
See also Organization: Library and Archives Canada
See also Topic(s): Public Key Infrastructure; Records Management
Guidelines for
Reporting Machine-Readable Accessions to the National Library's Union Catalogue
National Library of Canada
These guidelines provide direction for the submission of MARA (Machine Readable
Accessions) records to the National Library's automated catalogue. The MARA reporting
guide is to be used in conjunction with the Canadian MARC Communication Format:
Bibliographic Data or the Canadian MARC Communication Format: Minimal Level.
See also Organization: Library and Archives Canada
See also Topic(s): Library Services
Guidelines
for the Transfer of Textual Archival Records to the National Archives of Canada
National Archives of Canada
The purpose of these guidelines is to provide government institutions with guidance on how
to prepare records for transfer to the custody of the Government Archives and Records
Disposition Division (GARDD), National Archives of Canada.
See also Organization: Library and Archives Canada
See also Topic(s): Records Management
How to
Provide Alternative Formats
Last Revision: December 1993
Treasury Board Secretariat
This guide is a reference tool that will familiarize the user with the communication needs
of people with visual and hearing disabilities, and explain how to plan, produce and
deliver alternative format products to meet those needs. The guide concentrates on those
formats that complement conventional print and video products. There is also a brief
section, entitled "associated services", on how to communicate with people who
have sensory disabilities at meetings and conferences.
See also Organization: Treasury Board Secretariat
See also Topic(s): Accessibility
Indexing Federal Government
Web Pages: Guidelines for the Development of an Indexing Policy
Effective Date: September 17, 2002
Treasury Board Secretariat
These guidelines were developed by members of the GOL Metadata Working Group during the
summer of 2002 and were approved at the September 17, 2002 meeting. This document targets
departments developing indexing policies for the population of the Common Look and Feel
mandatory element <dc.subject>.
See also Organization: Treasury Board Secretariat
See also Topic(s): Common Look and Feel; Metadata
Legal Deposit:
preserving Canada's published heritage
National Library of Canada
Legal Deposit is the means by which a comprehensive national collection is gathered
together as a record of the nation's published heritage and development. Canadian
publishers are required to send two copies of all the books, pamphlets, serial
publications, microforms, spoken word sound recordings, video recordings, electronic
publications issued in physical formats, such as CD-ROM, CD-I, computer diskette, etc, and
one copy of musical sound recordings and multi-media kits they publish, to the National
Library of Canada.
See also Organization: Library and Archives Canada
See also Topic(s): Library Services; Publishing
Manager's Guide to Multiple Format Production
The Manager's Guide to Multiple Format Production provides updated guidelines on how to develop and deliver accessible
published government materials.
The guidelines have been developed under the Communications Policy of the Government of Canada that states government
information must be broadly accessible throughout society.
See also Oranization: Library and Archives Canada
See also Topic(s): Accessibility
Networked Electronic
Publications Policy and Guidelines
Effective Date: October 1998
National Library of Canada
The present shift toward electronic publishing in a networked environment raises a set of
issues that expands and changes the way the National Library of Canada is fulfilling its
heritage mandate. The current Collection Management Policy (1990) has already
addressed the acquisition and preservation of electronic publications on physical media,
but separate policy and guidelines are required to deal with identifying, locating,
acquiring, reporting, storing and preserving networked electronic publications. Such
publications are obtained over networks via protocols such as file transfer, electronic
mail, or hypertext transfer. If these publications are not captured and preserved, major
gaps in the Canadian heritage and research tools of the nation will occur.
See also Document Type(s): Policies
See also Organization: Library and Archives Canada
See also Topic(s): Publishing
Privacy
Impact Assessment Guidelines
Last Revision: August 31, 2002
Treasury Board Secretariat
The guidelines are intended to provide a comprehensive framework for the completion of a
Privacy Impact Assessment (PIA). They convey practical advice on the application of the
Government of Canada's Privacy Impact Assessment Policy.
See also Organization: Treasury Board Secretariat
See also Topic(s): Privacy
Retention Guidelines
for Common Administrative Records of the Government of Canada
Effective Date: June 2000
National Archives of Canada
These interim guidelines are issued to address the retention of common administrative
records of the Government of Canada until such time as new guidelines are developed in
accordance with the functional arrangement of the National Archives of Canada Multi-Institutional
Disposition Authorities (MIDAs). They replace the General Records Disposal
Schedules of the Government of Canada (GRDS), Fourth Edition 1986, PAC 86/001 in their
entirety for all matters dealing with the retention of common administrative records of
the Government of Canada.
See also Organization: Library and Archives Canada
See also Topic(s): Records Management
Securing Publicly
Available Information
Effective Date: May 31, 2002
Office of Critical Infrastructure Protection and Emergency Preparedness
The purpose of this document is to assist security professionals in identifying risk
management strategies for sensitive information that, if in the public domain, could place
critical infrastructure (CI) at greater risk. Owners and operators of CI are encouraged to
consider these criteria when deciding whether information should be made available to the
public via the Internet or through other means.
See also Organization: Office of Critical Infrastructure
Protection
See also Topic(s): Risk Management; Security
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