Best Practices

2017 Records Management Manual for Local Government Organizations, Fifth Edition

The Local Government Management Association (LGMA) is a professional association for members of local government in British Columbia. Their focus is providing mentoring, education, professional development, networking, team building. The LGMA also develops best practice standards for many of the common business functions that all municipalities regularly preform. Some examples include: Records Management, Privacy and Freedom of Information, Elections,

The Fifth Edition of the Records Management Manual has been updated to include new information and policy advice, and includes an Excel version of the records classification and retention table for modification and use by your local government.

Significant updates include:

  • Update to the Canadian standards for the management of electronic records, including the 2017 revision of the Canada General Standards Board “Electronic Records as Documentary Evidence”;
  • Update to the international standards for the management of records and record systems, including the 2016 revision of “ISO 15489 Information and Documentation – Records Management – Part 1 Concepts and Principles”;

  • Recent decision form a Canadian court regarding acceptance of standards for the use of electronic information as evidence;

  • New policy advice and criteria for scanning records and managing electronic mail;

  • Recommended procedures for scanned records;

  • New information on the functions and operation of archives for management of permanent records;

  • A legal review of retention dates and the index of legal citations;

  • A review and clarification of subject headings, including additional subject headings since the last update;

  • A review of all subjects to identify personal information banks (PIBs) and vital records (VR).

The Manual also includes a sample bylaw, policies and procedures as well as a Microsoft Excel spreadsheet version of the records classification and retention table that can be modified and used by your local government.

Co-Authors: Sandie Bradley, FAI, CRM and Stuart Rennie, JD, MLIS, BA (Hons.), Barrister & Solicitor

Purchase manual at:

2017 Records Management Manual for Local Government Organizations, Fifth Edition

2017 Freedom of Information and Protection of Privacy Act Toolkit for Local Government Organizations, Fourth Edition

LGMA and First Nations Public Service Secretariat - BC First Nations Public Service Scholarship

The LGMA in conjunction with the First Nations Public Service Secretariat have joined together to create an educational scholarship to ensure that Indigenous government professionals have access to the training and professional development they need to best serve their communities. For more information about this scholarship, please visit:

2011 Information Management Toolkit for First Nations Government in BC

The First Nations Summit in cooperation with the First Nations Public Service Secretariat, working in conjunction with Sandie Bradley, coauthor of the Local Government Management Association of British Columbia Records Management Manual For Local Government In British Columbia customized a records management program focused on the First Nations business model. This best practice will be updated, subject to funding.

To access this free publication please follow the link provided below.

Information Management Toolkit

Continued Professional Development (CPD)

ARMA International - Professional Membership

ARMA Canada is the professional association for Records and Information Managers and Information Governance Professionals around the world. ARMA provides its members with professional training, annual conferences, publications, networking, mentorship and best practices for Records Managers. The following links will support your professional development.

ARMA Canada

ARMA Sagesse Magazine

Certificate Programs

Certified Records Analyst (CRA)

Certified Records Manager (CRM)

Information Governance Professional (IGP)

Core Concept - The Principles

The Information Governance Body of Knowledge (IGBOK)

Developed through a collaboration of ARMA volunteers and leading information management and information governance experts, IGBOK is the first comprehensive reference of IM and IG best practices, giving more authority to both professions, their professionals, and our industry.

The Sedona Conference

The Sedona Conference (TSC) is a nonpartisan, nonprofit 501(c)(3) research and educational institute dedicated to the advanced study of law and policy in the areas of antitrust law, complex litigation, and intellectual property rights. The mission of TSC is to move the law forward in a reasoned and just way through the creation and publication of nonpartisan consensus commentaries and through advanced legal education for the bench and bar.

The Sedona Conference


University of British Columbia - Degrees

The School of Library, Archival and Information Studies at the University of British Columbia offers masters level degrees in Library and Information Studies and Archives.

UBC - SLAIS - Programs