Policies, Standards and Guidelines
Access to Information
Access to
Information
Effective date: July 19, 1994
Treasury Board Secretariat
The purpose of this policy is to ensure the effective and consistent
administration of the Access to Information Act and Regulations on a
government-wide basis.
Accessibility
Manager's
Guide to Multiple Format Production
Library and Archives Canada
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.
Audits and Evaluation
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.
Policy on Internal Audit
Last revision: April 1, 2006
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.
Common Look and Feel
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.
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.
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>.
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.
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).
Communications
Communications Policy
of the Government of Canada
Effective date: November 29, 2004
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).
Human Resources
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.
Information Management
FMI -
Overview and Links to Legislation, Regulations and Policies
Treasury Board Secretariat
This document provides an overview of the government-wide policies and
legislation that, in whole or in part, provides the legal requirements for the
management of information in the government of Canada.
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.
Information Technology
Government of
Canada 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.
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.
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.
Operational
Security Standard: Management of Information Technology Security (MITS)
Effective Date: May, 2004
Treasury Board Secretariat
This document establishes the operational standard for information technology
security (ITS).
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."
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.
Policy for Public Key Infrastructure Management in the Public Service
Effective date: April 26, 2004
Treasury Board Secretariat
This policy is effective April 26, 2004 and supercedes the Policy on Public Key Infrastructure Management in the Government of Canada of May 27, 1999. The short title of this policy is Government PKI Policy.
Policy on the Use of Electronic Networks
Effective Date: February 12, 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.
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.
Internet
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.
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.
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.
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.
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).
Library Services
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.
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.
Metadata
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.
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.
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>.
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.
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).
Official Languages
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.
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.
Privacy
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.
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.
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.
Project Management
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.
Public Key Infrastructure
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.
Policy for Public Key Infrastructure Management in the Public Service
Effective date: April 26, 2004
Treasury Board Secretariat
This policy is effective April 26, 2004 and supercedes the Policy on Public Key Infrastructure Management in the Government of Canada of May 27, 1999. The short title of this policy is Government PKI Policy.
Publishing
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.
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.
Records Management
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.
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.
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.
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.
Risk Management
Risk
Management Policy
Treasury Board Secretariat
The objective of this policy is to safeguard the government's property,
interests, and certain interests of employees during the conduct of government
operations.
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.
Security
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.
Operational
Security Standard: Management of Information Technology Security (MITS)
Effective Date: May, 2004
Treasury Board Secretariat
This document establishes the operational standard for information technology
security (ITS).
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."
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.
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.
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.
Service Delivery
Alternative
Service Delivery Policy Guide
Treasury Board Secretariat
The Policy Guide is a companion document to the Treasury Board Policy
on Alternative Service Delivery (ASD). It provides background policy
information and guidelines that are helpful in understanding the Public Interest
Test questions and other issues that should be considered when undertaking
alternative service delivery initiatives.
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.
Policy Framework for the Service Improvement Initiative in the Government of Canada
This document describes a policy framework for use by departments and agencies to improve service to Canadians. It is designed to provide a common understanding of the Service Improvement Initiative necessary for a successful and co-ordinated implementation across the Government of Canada.
Policy on Alternative Service Delivery
Effective Date: April 1, 2002
Treasury Board Secretariat
This policy describes the requirements when undertaking alternative service
delivery initiatives.
Submissions
Guide to
Preparing Treasury Board Submissions
Treasury Board Secretariat
The purpose of this guide is to provide analysts and officers in departments
with information and practical advice on preparing and processing a Treasury
Board (TB) Submission.
Training
Policy for Continuous Learning in the Public Service of Canada
Effective Date: January 1, 2006
Treasury Board Secretariat
The objective of this policy is to help build a skilled, well-trained and professional workforce; to strengthen organizational leadership; and to adopt leading-edge management practices to encourage innovation and continuous improvements in performance.
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