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{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
==General==
 +
|-
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! <div style="text-align: left">Question</div>
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|-
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| Answer
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|} ENDTEMPLATE-->
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<!-- QUESTION 1-1 --
 
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{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
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! <div style="text-align: left">Q1: Question</div>
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|-
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| Answer
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|} -->
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<!-- SECTION 1: 9 QUESTIONS -->
 
==General==
 
==General==
 +
<!-- QUESTION 1-1 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q1: What do Crown corporations need to proactively publish?</div>
 +
|-
 +
| Crown corporations and wholly-owned subsidiaries must publish the following:
 +
* Travel expenses
 +
* Hospitality expenses
 +
* Reports tabled in Parliament
 +
 +
In addition, Crown corporations and wholly-owned subsidiaries listed in Schedule IV of the ''Financial Administration Act'', including the Canadian Dairy Commission, are subject to the requirement of proactive publication of information about reclassification of positions.
 +
 +
Crown corporations may publish information to their own websites or to [https://open.canada.ca/en/proactive-disclosure open.canada.ca]. Wholly-owned subsidiaries publishing to a parent Crown Corporation’s website should publish as clearly identifiable institutions.
 +
It’s important to keep in mind that materials that are proactively published by institutions that are subject to Part 1 of the ''Access to Information Act'' may be requested under the request-based system, so requesters will be able to compare the version provided through the request-based system and the version that is proactively published.
 +
All publications must meet official language and accessibility standards as per the Government’s ''[https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=30683 Policy on Communications and Federal Identity]''.
 +
|}
 +
<!-- QUESTION 1-2 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">What is the current status of Bill C-58, an Act to amend the Access to Information Act? </div>
+
! <div style="text-align: left">Q2: Who is the “head of the government institution” for my institution?</div>
 
|-
 
|-
|The status of the Bill is available on the [http://www.parl.ca/LegisInfo/BillDetails.aspx?Language=en&Mode=1&billId=9057528&View=0 Parliamentary website], and the latest version of the Bill can be found [http://www.parl.ca/DocumentViewer/en/42-1/bill/C-58/third-reading Bill C-58 here].
+
| Section 3 of the ''Access to Information Act'' defines the “head of the government institution” as follows:
 +
 
 +
:'''''head''''', in respect of a government institution, means
 +
:'''(a)''' in the case of a department or ministry of state, the member of the Queen’s Privy Council for Canada who presides over the department or ministry, or
 +
:'''(b)''' in any other case, either the person designated under subsection 3.2(2) to be the head of the institution for the purposes of this Act or, if no such person is designated, the chief executive officer of the institution, whatever their title; (''responsable d’institution fédérale'')
 +
 
 +
Institutions are encouraged to consult with their legal counsel if there is any uncertainty about how this definition applies in their organization.
 +
 
 +
This definition applies to both Part 1 (request-based system) and Part 2 (proactive publication) of the ''Access to Information Act''.
 
|}
 
|}
 +
<!-- QUESTION 1-3 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q3: How will compliance with the new proactive publication requirements be monitored?</div>
 +
|-
 +
| Within government institutions, heads or their delegates are responsible for monitoring compliance with the requirements of the ''Access to Information Act''. Accordingly, each institution is responsible for implementing the appropriate governance and processes for proactive publication within their organization, including monitoring compliance.
    +
As well, since the requirements and timelines are clearly outlined in the legislation, the public will be able to monitor compliance by institutions.
 +
|}
 +
<!-- QUESTION 1-4 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">What changes are proposed in Bill C-58? </div>
+
! <div style="text-align: left">Q4: Can someone make a complaint to the Information Commissioner about information that is proactively published? </div>
 
|-
 
|-
|Bill C-58 creates a new Part 2 of the Access to Information Act that legislates proactive publication and expands coverage of the Act to new institutions not previously covered.
+
| The Information Commissioner does not have an oversight role with respect to the proactive publication requirements in Part 2 of the ''Access to Information Act'' (see ATIA section 91(1)).
The Bill also makes significant changes to the request-based system, including:
+
 
* Providing the Information Commissioner with order-making power
+
However, an individual can make an access to information request for records that have been proactively published. A requester can make a complaint to the Information Commissioner respecting records released in response to a request.
* Allowing government institutions to seek the Information Commissioner’s approval to decline to act on requests that are vexatious or made in bad faith
  −
* Facilitating the sharing of access to information and personal information request processing services between institutions within the same Ministerial portfolio
  −
A legislative summary can be found on the [https://lop.parl.ca/About/Parliament/LegislativeSummaries/bills_ls.asp?source=library_prb&ls=C58&Parl=42&Ses=1&Language=E Library of Parliament’s website].
   
|}
 
|}
 +
<!-- QUESTION 1-5 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">When are institutions required to proactively publish information? </div>
+
! <div style="text-align: left">Q5: Can I request an extension to proactively publish material as I can for responding to an access to information request?</div>
 
|-
 
|-
|For government institutions, proactive publication obligations will come into force upon Royal Assent of Bill C-58. Therefore, institutions are encouraged to prepare now to meet the requirements of Bill C-58.  
+
| No. There are no provisions under Part 2 that allow institutions to delay proactive publication beyond the timelines set out in the legislation.
 
|}
 
|}
 +
<!-- QUESTION 1-6 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">What if there is information in the documents that are to be proactively published that is subject to an exclusion or exemption under the Access to Information Act? </div>
+
! <div style="text-align: left">Q6: What if there is information in the documents that are to be proactively published that is subject to an exclusion or exemption under the ''Access to Information Act''?</div>
 
|-
 
|-
|Proactive publication under Part 2 would not require the release of information that would properly be withheld in a response to an access to information request, such as personal information, or Cabinet confidences. The relevant provisions of Bill C-58 are:
+
| Proactive publication under Part 2 would not require the release of information that would properly be withheld in a response to an access to information request, such as personal information, or Cabinet confidences. The relevant provisions of the Act are:
   −
Section 90 (1) A head of a government institution is not required to cause to be published any of the information, any part of the information, any of the materials or any part of the materials referred to in any of sections 82 to 88 if that information, that part of the information, those materials or that part of those materials were set out in a record and, in dealing with a request for access to that record, he or she could under Part 1 refuse to disclose that record, in whole or in part, for a reason that is set out in that Part.
+
:'''Publication not required'''
   −
(2) A head of a government institution shall not cause to be published any of the information, any part of the information, any of the materials or any part of the materials referred to in any of sections 82 to 88 if that information, that part of the information, those materials or that part of those materials were set out in a record and, in dealing with a request for access to that record, he or she would be required under Part 1 to refuse to disclose that record, in whole or in part, for a reason that is set out in that Part or because that Part does not apply to the information or materials in question.
+
:'''90(1)''' A head of a government institution is not required to cause to be published any of the information, any part of the information, any of the materials or any part of the materials referred to in any of sections 82 to 88 if that information, that part of the information, those materials or that part of those materials were set out in a record and, in dealing with a request for access to that record, he or she could under Part 1 refuse to disclose that record, in whole or in part, for a reason that is set out in that Part.
 +
 
 +
:'''Publication not permitted'''
 +
 
 +
:'''(2)''' A head of a government institution shall not cause to be published any of the information, any part of the information, any of the materials or any part of the materials referred to in any of sections 82 to 88 if that information, that part of the information, those materials or that part of those materials were set out in a record and, in dealing with a request for access to that record, he or she would be required under Part 1 to refuse to disclose that record, in whole or in part, for a reason that is set out in that Part or because that Part does not apply to the information or materials in question.
 
|}
 
|}
 +
<!-- QUESTION 1-7 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
==Implementation==
   
|-
 
|-
! <div style="text-align: left">Does TBS have any tools that institutions can use to guide this transition process? </div>
+
! <div style="text-align: left">Q7: Should information that is being proactively published be redrafted or edited with a view to being more transparent instead of redacting so that sensitive information is no longer included?</div>
 
|-
 
|-
|This site provides guidance and tools such as process maps that institutions can use to assist with implementation in their respective organizations. We will continue to add additional tools and information as they become available. With requirements for government institutions coming into force upon Royal Assent of Bill C-58, institutions are encouraged to begin looking at their internal processes to identify areas where adjustments might be needed to deliver on these new obligations and to also consider putting practices into effect before the law comes into force.
+
| Documents should not be redrafted or edited for the purposes of proactive publication under Part 2 of the ''Access to Information Act''. Instead, redactions should be applied as appropriate pursuant to section 90 of the Act.
 +
 
 +
It’s important to keep in mind that materials that are proactively published by institutions that are subject to Part 1 of the ''Access to Information Act'' may be requested under the request-based system, so requesters will be able to compare the version provided through the request-based system and the version that is proactively published.
 +
 
 +
The Information Commissioner has oversight of the records provided in response to an access to information request.
 
|}
 
|}
 +
<!-- QUESTION 1-8 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">What governance is required within my organization to support proactive publication? </div>
+
! <div style="text-align: left">Q8: What should institutions do with third-party material (such as newspaper articles or non-government reports) for the purposes of proactive publication?</div>
 
|-
 
|-
|Each institution will need to determine the appropriate governance and processes to support publication within their organization. <!--Hidden comments go here. TBS has made available on GCpedia guidance and tools such as process maps that institutions can use and adapt to assist with implementation in their respective organizations.-->
+
| It is the policy and practice of the Crown to respect the private interests of copyright owners as feasible. Consequently, it is recommended, as a best practice, to avoid online publication of third-party copyright works to the extent possible, either by not including such material in the briefing package, or making use of the exceptions from disclosure as applicable.
 +
 
 +
Under sections 80 and 90 of the ''Access to Information Act'', Ministers and heads of government institutions are not required to proactively publish any information that would not be released in response to an access to information request under Part 1 of the ''Access to Information Act''. This would include applying the paragraph 68(a) exclusions for published material or material available for purchase by the public, where appropriate.
 +
 
 +
If an institution does not proactively publish the third-party copyright works that are included in a briefing package based on the section 68 exclusion, the titles and publishers could be provided in the spirit of ensuring transparency when the remaining package is proactively published.
 +
 
 +
[https://www.btb.termiumplus.gc.ca/tcdnstyl-chap?lang=eng&lettr=chapsect9&info0=9#zz9 The Canadian Style] provides instructions on how to document sources of information that were not prepared by an institution.
 +
 
 +
However, officials are encouraged to consider – at the time of preparing the briefing material – alternatives to using the work itself or limiting use, such as by conveying only the necessary information in a new or original form. This is particularly so in the case of works that are neither published nor available for purchase, or would otherwise not be subject to an exclusion under ATIA. 
 +
 
 +
If an institution decides to proactively publish the third-party copyright works that were in a package of briefing materials, section 32.1 of the ''Copyright Act'' may apply. Section 32.1 of the ''Copyright Act'' expressly provides that it “is not an infringement of copyright for any person to disclose, pursuant to the ''Access to Information Act'', a record within the meaning of that Act, or to disclose, pursuant to any like Act of the legislature of a province, like material.”
 +
 
 +
If third party materials (such as newspaper articles or non-government reports) are proactively published, they should be in compliance with the [http://open.canada.ca/en/open-government-licence-canada Open Government Licence].
 +
 
 +
:'''RELEVANT PROVISIONS – ACCESS TO INFORMATION ACT'''
 +
 
 +
:'''Act does not apply to certain materials'''
 +
:'''68''' This Act does not apply to
 +
:'''(a)''' published material or material available for purchase by the public
 +
 
 +
:'''Publication not required
 +
:'''90(1)''' A head of a government institution is not required to cause to be published any of the information, any part of the information, any of the materials or any part of the materials referred to in any of sections 82 to 88 if that information, that part of the information, those materials or that part of those materials were set out in a record and, in dealing with a request for access to that record, he or she could under Part 1 refuse to disclose that record, in whole or in part, for a reason that is set out in that Part.
 +
 
 +
:'''RELEVANT PROVISIONS – COPYRIGHT ACT'''
 +
 
 +
:'''No infringement'''
 +
:'''32.1(1)''' It is not an infringement of copyright for any person
 +
:'''(a)''' to disclose, pursuant to the ''[https://laws-lois.justice.gc.ca/eng/acts/A-1 Access to Information Act]'', a record within the meaning of that Act, or to disclose, pursuant to any like Act of the legislature of a province, like material;
 +
 
 
|}
 
|}
 +
<!-- QUESTION 1-9 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">Will Bill C-58 change what we are already proactively publishing? </div>
+
! <div style="text-align: left">Q9: If a package of briefing materials includes material that has already been published online, do I have to re-code that material when proactively publishing or can I just provide a link to it?</div>
 
|-
 
|-
|Proactive publication requirements in Bill C-58 for Crown corporations build on existing practices, with some changes to the timing for publication. <br>
+
| If some information included in a briefing package has been previously posted online, a link to the previously published information can be used for the purpose of proactive publication.
Institutions are encouraged to compare existing proactive processes against the requirements in Bill C-58.
+
 
 +
If a link is used, then be sure to establish the business processes required to ensure that links within the proactively published package of briefing materials do not break in the event that the content is moved or archived to a different website.
 +
 
 +
Linking to non-Government of Canada websites must be done in accordance with [https://www.canada.ca/en/transparency/terms.html Canada.ca terms and conditions].
 +
 
 +
Here are some factors to consider to determine whether providing a link is the appropriate approach include:
 +
 
 +
*If the material has already been published on a Government of Canada website with an address (URL) that is not expected to be updated (such as departmental content posted on Canada.ca or on an institutional gc.ca domain), an institution could consider using a link, provided that the material is not going to be updated.
 +
*If a PDF version of the information is available on [http://publications.gc.ca/site/eng/home.html gc.ca], an institution could consider using such link.
 +
*If there is a possibility that the information in the link might be updated in the future (such as organizational charts or biographical information about senior management), institutions '''should avoid''' using a link.
 +
*If material is posted on a Government of Canada website that was established for an initiative or campaign with a pre-determined start and end date, linking is not recommended because the link may not work after the end date.
 
|}
 
|}
 +
<!-- SECTION 2: 10 QUESTIONS -->
 +
== Publishing Information Online ==
 +
<!-- QUESTION 2-1 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">How can I determine if a senior official or employee in my organization is subject to the new proactive publication requirements? </div>
+
! <div style="text-align: left">Q1: Where must Crown corporations proactively publish information?</div>
 
|-
 
|-
|Institutions are encouraged to consult with their legal counsel to determine whether or not a senior-level employee in their organization would fall under Bill C-58’s definition under Section 81:
+
| Crown corporations and wholly-owned subsidiaries may publish information to their institutional websites, with the option to publish to [https://open.canada.ca/en/proactive-disclosure open.canada.ca]. Wholly-owned subsidiaries publishing to a parent Crown Corporation’s website should publish as clearly identifiable institutions.
* senior officer or employee means, in respect of a government institution, any person who exercises the powers or performs the duties and functions of a deputy minister, an associate deputy minister, an assistant deputy minister, a deputy head, an assistant deputy head, a president, a vice-president, a chief executive officer or a member of a board of directors, and any person who holds a position of an equivalent rank. (dirigeant ou employé)
   
|}
 
|}
 +
<!-- QUESTION 2-2 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q2: What information can be posted to the Open Government Portal (open.canada.ca)?</div>
 +
|-
 +
| With respect to publishing to the Open Government Portal, there are templates in place for many proactive publication requirements (for example, travel expenses, hospitality expenses, and reclassification of positions).
    +
If you are publishing information to [https://open.canada.ca/en/proactive-disclosure open.canada.ca], it does not need to be published on your institutional page, but a link can be provided on your page that redirects users to the publications on [https://open.canada.ca/en/proactive-disclosure open.canada.ca].
 +
 +
For proactive publications that do not have a template, such as reports tabled in Parliament, Crown corporations can publish to [https://open.canada.ca/en/proactive-disclosure open.canada.ca] as an ‘Open Information’ resource; or publish to their institutional page and create a metadata record on [https://open.canada.ca/en/proactive-disclosure open.canada.ca]. This ensures that all proactively published information is searchable on [https://open.canada.ca/en/proactive-disclosure open.canada.ca].
 +
 +
Publications must meet official language and accessibility standards as per the Government’s Policy on Communications and Federal Identity.
 +
 +
For more information on how to publish data and information to [https://open.canada.ca/en/proactive-disclosure open.canada.ca open.canada.ca], please refer to the [https://open.canada.ca/ckan/en/dataset/9eaa6d0e-4b8c-5241-acf7-c6885294b8c1 Open Government Guidebook]. Guidance on specific procedures to publish proactive publications is available on [https://wiki.gccollab.ca/Access_to_Information_and_Privacy_-_Crown_Corporations/Proactive_publication GCWiki]. 
 +
|}
 +
<!-- QUESTION 2-3 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q3: How do I publish to the Open Government Portal?</div>
 +
|-
 +
| Information about how to publish to the portal is available [https://wiki.gccollab.ca/images/a/af/Training_Guide-_Access_to_Information.pdf here].
 +
|}
 +
<!-- QUESTION 2-4 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">Who is the “head of the government institution” for my institution? </div>
+
! <div style="text-align: left">Q4: What is the format of publication to open.canada.ca for information that does not have a template available?</div>
 
|-
 
|-
| Section 3 of the Access to Information Act defines the “head of the government institution” as follows:
+
| Resources can be posted in any format, as long as they meet the [https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=23601#appB Standard on Web Accessibility] (HTML, PDF-UA, .txt, ePub).
   −
* head, in respect of a government institution, means
+
For information that is proactively published using the templates available on [https://open.canada.ca/en/proactive-disclosure open.canada.ca], accessibility standards are already built in.  
(a) in the case of a department or ministry of state, the member of the Queen’s Privy Council for Canada who presides over the department or ministry, or
  −
(b) in any other case, either the person designated under subsection 3.2(2) to be the head of the institution for the purposes of this Act or, if no such person is designated, the chief executive officer of the institution, whatever their title; (responsable d’institution fédérale)<br>
     −
Once Bill C-58 comes into force, this definition will apply to both Part 1 (request-based system) and Part 2 (proactive publication) of the Access to Information Act.
   
|}
 
|}
 +
<!-- QUESTION 2-5 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">If Royal Assent of Bill C-58 falls during the middle of the month, do I need to proactively publish documents from the entire month or just the period following Royal Assent? </div>
+
! <div style="text-align: left">Q5: Is there guidance on accessible formats?</div>
 
|-
 
|-
|The transition provisions of Bill C-58, set out below, provide that the proactive publication requirements apply to information or materials that were prepared on or after the date of coming into force of the requirements. The requirements will come into force on Royal Assent of the bill.  
+
| All online government content must meet official language and accessibility standards. As set out in the [https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=23601#appB Standard on Web Accessibility], all government web pages must meet all five [http://www.w3.org/TR/WCAG20/#conformance-reqs Web Content Accessibility Guidelines (WCAG) 2.0 conformance requirements].
 +
 
 +
In particular, [https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=23601#appB section 6.1.1] states that an accessible document needs to be a file type where “Sufficient Techniques specific to each technology (that is relied upon) are used where applicable”. Since WCAG only has Technology Specific Techniques for .PDF, Plain Text, and .HTML, then an accessible document needs to be in one of those file types, and follow the technology specific techniques.
   −
'''Non-application of Part 2'''
+
For open information resources there needs to be at least one version of the document that is compliant with the Standard on Web Accessibility, but other non-accessible versions can also be added. For example, it would be acceptable for Crown corporations to publish an accessible .pdf of a document and also add a non-accessible Microsoft Word version.
   −
46 A provision of Part 2 of the Access to Information Act that requires the publication of any information or any materials does not apply to
  −
(a) any expenses or expenditures that were incurred before the coming into force of that provision;
  −
(b) any contract, agreement or arrangement that was entered into before that date;
  −
(c) any letter that, before that date, established the mandate of a minister;
  −
(d) any briefing materials, memoranda or question period notes that were prepared before that date;
  −
(e) any report that was tabled in the Senate or the House of Commons before that date; or
  −
(f) any occupied position in a government institution that was reclassified before that date.
   
|}
 
|}
 
+
<!-- QUESTION 2-6 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
== Where to post information ==
   
|-
 
|-
! <div style="text-align: left">Where will Crown corporations be required to proactively publish information? </div>
+
! <div style="text-align: left">Q6: When proactively publishing to the Open Government Portal, is Chief Information Officer (CIO) approval of metadata elements required?</div>
 
|-
 
|-
|Crown corporations and wholly-owned subsidiaries can continue to publish items to their institutional websites, with the option to publish to open.canada.ca. If publishing to open.canada.ca using standardized templates, wholly-owned subsidiaries must publish through the parent organization.  
+
| Yes. Approval from your Chief Information Officer (CIO) is required before publishing your briefing material metadata on [https://open.canada.ca/en/proactive-disclosure open.canada.ca]. To support institutions and CIOs in managing the risks related to the release of data and information assets, TBS has developed a ‘Open Government Portal Publication Checklist’ that consolidates common release exceptions. It is the responsibility of CIOs to ensure that an answer of ‘True’ can be given for all criteria before any series of data and information resources are published and thereby released under the [https://open.canada.ca/en/open-government-licence-canada Open Government Licence].
 
|}
 
|}
 +
<!-- QUESTION 2-7 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left"> What information can be posted to the Open Government portal? </div>
+
! <div style="text-align: left">Q7: If an institution has its own approval processes, is CIO approval required when proactively publishing to the Open Government Portal? </div>
 
|-
 
|-
|Crown corporations can publish any standardized information (Travel and Hospitality) to the Open Government portal using standardized templates. Should Crown corporations want to publish non-standardized publications to the Open Government portal (Reports Tabled in Parliament), they will be required to create a metadata record on open.canada.ca that will link back to the publication on their page. This same process applies to all government departments that wish to publish non-standardized information to the Open Government portal. Creating a metadata record on open.canada.ca ensures that all publications are centralized and searchable in one place.
+
| It depends. CIO approval is required when publishing information to [https://open.canada.ca/en/proactive-disclosure open.canada.ca] for which there is no template available as “Open Information” such as a report tabled in Parliament. However, CIO approval is not required when publishing information to [https://open.canada.ca/en/proactive-disclosure open.canada.ca] for which there is a template available such as for travel expenses, hospitality expenses, and reclassification of positions. For more information on CIO approvals, please refer to our [https://open.canada.ca/ckan/en/dataset/9eaa6d0e-4b8c-5241-acf7-c6885294b8c1 Open Government Guidebook].
 
|}
 
|}
 +
<!-- QUESTION 2-8 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">How do I post to the Open Government Portal? </div>
+
! <div style="text-align: left">Q8: Does proactively published information have to be posted in both official languages?</div>
 
|-
 
|-
| Information about how to post to the portal is available [[Media:Training Guide- Access to Information.pdf|here]].
+
| All proactively published information must meet official language requirements as per the Government’s ''[https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=30683 Policy on Communications and Federal Identity]''.
 
|}
 
|}
<!--===Does proactive publication information have to be posted in both official languages? === ANSWER UNDER REVIEW
+
<!-- QUESTION 2-9 -->
All proactively published information must meet Official Language requirements as per the Government’s Policy on Communications and Federal Identity. -->
  −
 
   
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left"> Will information that has already been released in the public domain need to be republished under this legislation?</div>
+
! <div style="text-align: left">Q9: What is the retention schedule for proactively published information?</div>
 
|-
 
|-
|The transition provisions of Bill C-58 provide that the proactive publication requirements apply to information or materials that were prepared on or after the date of coming into force of the requirements. The requirements will come into force on Royal Assent of the bill.  
+
| TBS is currently working with Library and Archives Canada to determine retention and disposition periods for proactively published information.  
 
|}
 
|}
 
+
<!-- QUESTION 2-10 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left">What is the retention schedule for proactively published information?</div>
+
! <div style="text-align: left">Q10: How can my institution gain access to the Open Government Registry?</div>
 
|-
 
|-
|Guidance on retention schedules will be posted as it becomes available.
+
| If your institution does not have access to the Open Government Registry please contact the Open Government Portal team at [mailto:open-ouvert@tbs-sct.gc.ca open-ouvert@tbs-sct.gc.ca]. They will be happy to facilitate access to the Open Government Registry for your institution.
 
|}
 
|}
 +
<!-- SECTION 3: 8 QUESTIONS -->
 +
== Travel and Hospitality Expenses ==
 +
<!-- QUESTION 3-1 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q1: How can I determine if a senior official or employee in my organization is subject to the proactive publication requirements for travel and hospitality expenses?</div>
 +
|-
 +
| Institutions are encouraged to consult with their legal counsel to determine whether or not a senior-level employee in their organization would fall under the ''Access to Information Act’s'' definition under Section 81:
 +
 +
:'''''senior officer or employee''''' means, in respect of a government institution, any person who exercises the powers or performs the duties and functions of a deputy minister, an associate deputy minister, an assistant deputy minister, a deputy head, an assistant deputy head, a president, a vice-president, a chief executive officer or a member of a board of directors, and any person who holds a position of an equivalent rank. (''dirigeant ou employé'')
    +
|}
 +
<!-- QUESTION 3-2 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q2: Do the proactive publication requirements for travel and hospitality expenses apply when someone is acting in a senior position?</div>
 +
|-
 +
| Yes, the proactive publication requirements apply to a person acting for a senior officer or employee as defined in section 81 of the ''Access to Information Act'' as they are exercising the powers or performing the duties and functions of that senior official or employee.
   −
== Travel and hospitality expenses ==
+
For example, if a Director General (DG) who is not classified as a “senior officer or employee”, was required to act for an Assistant Deputy Minister (ADM) who is classified as a “senior officer or employee”, the travel and hospitality expenses incurred by the DG as acting ADM would be required to be proactively published.
 +
|}
 +
<!-- QUESTION 3-3 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q3: If a Deputy Minister also sits on the board of a Crown corporation, which institution is required to publish the DM’s travel and hospitality expenses? </div>
 +
|-
 +
| The obligation to proactively publish follows the reimbursement of any travel or hospitality expense incurred by senior officer or employee. The institution that processes the reimbursement would be required to proactively publish the information.
 +
|}
 +
<!-- QUESTION 3-4 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
! <div style="text-align: left"> Where can I find the requirement to make receipts available within 5 business days upon request? </div>
+
! <div style="text-align: left">Q4: Do all hospitality expenses charged to the cost center budget of senior officers or employees need to be proactively published regardless of whether or not they attended the hospitality activity?</div>
 
|-
 
|-
| This is not a statutory requirement but will be required through policy. This policy requirement is currently in development.
+
| Yes, all hospitality expenses charged to the cost center budget of senior officers or employees must be proactively published, even if they did not attend the hospitality activity.
 
|}
 
|}
    +
<!-- QUESTION 3-5 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q5: Is there any guidance available to Crown corporations?</div>
 +
|-
 +
| Yes. The ''[https://wiki.gccollab.ca/Access_to_Information_and_Privacy_-_Crown_Corporations/Proactive_publication Guide to the Proactive Publication of Travel and Hospitality Expenses]'' is available to Crown Corporations.
 +
|}
 +
<!-- QUESTION 3-6 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q6: Are there any changes to the reporting requirement of the annual travel, hospitality and conferences expenditures required under the ''Directive on Travel, Hospitality, Conference and Event Expenditures''?</div>
 +
|-
 +
| No. The ''Access to Information Act'' does not impact the requirement for the annual reporting of travel, hospitality and conferences expenditures as per section 4.1.2 of the ''[https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=27228 Directive on Travel, Hospitality, Conference and Event Expenditures]''.
 +
|}
 +
<!-- QUESTION 3-7 -->
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q7: Will there be a requirement to make receipts available within 5 business days upon request?</div>
 +
|-
 +
| Such a requirement is not being introduced at this time, given the complexity of operationalizing this for institutions and Crown corporations.
 +
|}
 +
<!-- SECTION 4: -->
 
== Reports tabled in Parliament ==
 
== Reports tabled in Parliament ==
 +
<!-- QUESTION * -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 +
|-
 +
! <div style="text-align: left">Q1: Which reports tabled in Parliament are required to be proactively published?</div>
 
|-
 
|-
! <div style="text-align: left">Which reports tabled in Parliament are required to be proactively published? </div>
+
| Section 84 of the ''Access to Information Act'' requires that any report of a government institution respecting its activities that must be tabled in the Senate or House of Commons under an Act of Parliament must be published electronically within 30 days after the day it is tabled.
 +
 
 +
The head of the institution is responsible for proactively publishing the report related to that institution’s activities even if another institution tabled the report in Parliament on its behalf. An example of this is when a minister tables an annual report on behalf of a Crown corporation. The head of the Crown Corporation is responsible for ensuring the annual report is proactively published to the institutional website or to [https://open.canada.ca/en/proactive-disclosure open.canada.ca].
 +
|}
 +
<!-- SECTION 5  -->
 +
== Reclassification of Positions ==
 +
<!-- QUESTION 5-1 -->
 +
{| class="wikitable mw-collapsible mw-collapsed" border="1" cellspacing="0" cellpadding="4" width="100%"
 
|-
 
|-
| Section 84 in Bill C-58 would require that any report of a government institution respecting its activities that must be tabled in the Senate or House of Commons under an Act of Parliament  be published electronically within 30 days after the day it is tabled.
+
! <div style="text-align: left">Q1: Are both upward and downward reclassification of positions part of the new proactive publication requirements?</div>
 +
|-
 +
| Section 85 of the ''Access to Information Act'' requires institutions for which Treasury Board is the employer to publish information about all reclassification of positions within 30 calendar days after the end of the quarter in which there is a reclassification of an occupied position.
 +
 
 +
:'''Reclassification of positions'''
 +
 
 +
:'''(85)''' Within 30 days after the end of the quarter in which there is a reclassification of an occupied position in a government institution that is a department named in Schedule I to the ''Financial Administration Act'' or a portion of the core public administration named in Schedule IV to that Act, the head of the government institution shall cause to be published in electronic form the following information:
 +
 
 +
:'''(a)''' the organizational unit in question;
 +
:'''(b)''' the number and title of the reclassified position;
 +
:'''(c)''' the previous classification and the new classification;
 +
:'''(d)''' the purpose of the reclassification;
 +
:'''(e)''' the effective date of the reclassification; and
 +
:'''(f)''' any other information that, in accordance with Treasury Board policies, must be published.
 +
 
 +
This proactive publication requirement is consistent with current Treasury Board policies and guidelines.  
 
|}
 
|}
 
</div><!-- end flex left -->
 
</div><!-- end flex left -->
412

edits