Rescinded - Directive on the Administration of Required Training

This directive helps meet the implementation requirements stipulated in subparagraph 6.1.1 of the Policy on Learning, Training and Development (the LTD Policy) in relation to required training, which includes training determined to be mandatory by the Treasury Board, paragraph 6.4 on monitoring and reporting and paragraph 7.1, on consequences. It provides direction to key stakeholders on how the policy requirements relating to required training under the LTD Policy are to be fulfilled.

3.2 Providing timely access to training is essential to ensure that employees have the necessary knowledge, skills and competencies to effectively carry out their duties. This is fundamental to strengthening the capacity of organizations to deliver on their mandate.

3.3 Effective implementation of this directive results in the following:

• employees share a common understanding of their role as public servants;
• supervisors, managers and executives have the necessary knowledge to effectively exercise delegated signing authorities;
• functional specialists in domains identified by Treasury Board as  the employer meet established professional standards; and
• all employees acquire the knowledge and skills that will enable them to adapt to evolving circumstances.

3.4 This directive is issued pursuant to paragraph 11.1(1)(f) of the Financial Administration Act.

3.5 This directive is to be read in conjunction with the Policy on Learning, Training and Development.

3.6 Treasury Board has authorized the Chief Human Resources Officer of the Treasury Board Secretariat to issue this operational directive.

3.7 Deputy heads are responsible for the overall implementation of this directive.

5.1.1 Organizations

Organizations are responsible for:

• designating a required training coordinator (the Coordinator);
• communicating the name of the Coordinator to the Office of the Chief Human Resources Officer and the Canada School of Public Service (the School); and
• updating this information as required.

5.1.2 Required Training Coordinator

With the exception of training determined to be mandatory by the Treasury Board, the required training coordinator (the Coordinator) is responsible for supporting deputy heads in fulfilling their responsibilities for the implementation of required training by:

• identifying, within 30 days of appointment, employees who must complete required training;
• providing information, based on the relevant registration process, to the Registrar or other service provider, regarding employees who must complete required training;
• coordinating, within 2 months of appointment, the registration of employees who must complete required training;
• confirming employees will complete required training within a reasonable period of time;
• communicating with stakeholders relative to their responsibilities and requirements, including employees who must complete required training, their designated superiors, the Chief Financial Officer, relevant functional authority centres, the Registrar, other service providers and other stakeholders;
• confirming that managers and executives complete the necessary knowledge assessment leading to validation of delegated signing authorities at least every five years using the assessment instrument provided by the School through Campusdirect;
• tracking successful completion of required training based on the employee’s certificate of completion or the Registrar’s monthly report to the Coordinator;
• notifying designated superiors once required training has been successfully completed;
• recording information to be included in the Annual Report on Required Training to support the Office of the Chief Human Resources Officer’s requirement for reporting annually on government-wide implementation of the LTD Policy; and
• other responsibilities as required by their department.

5.1.3 Designated superiors

Designated superiors are responsible for:

• ensuring their employees are allocated the time needed to complete required training determined to be mandatory by the Treasury Board, within the period established by the Secretary;
• encouraging their employees to attend all other required training within a reasonable period of time or to complete knowledge assessment leading to validation of delegated signing authorities at least every five years;
• until successful completion of required training, ensuring that first-time supervisors, managers and executives fulfill the duties of their position with the exception of delegated signing authorities;
• asking the Chief Financial Officer (CFO) to grant appropriate delegated signing authorities to first-time supervisors, managers and executives after they successfully complete required training;
• on notification by the Coordinator that managers or executives under their supervision have successfully completed their knowledge assessment, asking the CFO to update the delegated signing authorities of these managers or executives;
• supporting requests by functional specialists for appropriate professional recognition or certification issued by their functional authority centre’s recognized certification organization; and
• ensuring that employees who did not successfully complete their training submit a plan to successfully complete the required training within a reasonable period of time.

5.1.4 Employees having to complete required training

All employees are responsible for:

• completing training determined to be mandatory by the Treasury Board within the period specified by the Secretary of the Treasury Board.

Employees newly appointed to the core public administration are responsible for:

• registering for required training within two months of appointment based on their organization’s training approval process;
• successfully completing required training within a reasonable period of time; and
• if they do not successfully complete the training, providing to their designated superior a plan to successfully complete the required training within a reasonable period of time.

First-time supervisors, managers, executives and functional specialists are responsible for:

• registering for required training within two months of appointment based on their organization’s training approval process;
• fulfilling the duties of their position with the exception of delegated signing authorities until successful completion of required training;
• successfully completing required training within a reasonable period of time; and
• if they do not successfully complete the training, providing to their designated superior a plan to successfully complete the required training within a reasonable period of time.

5.1.5 Managers required to validate their knowledge

Managers and executives are responsible for completing a knowledge assessment of their legal responsibilities at least every five years.

The Canada School of Public Service (the School) is the service provider for required training for employees newly appointed to the core public administration, first-time supervisors, managers, executives and functional specialists in procurement, materiel management, real property and information management and may be selected by additional functional authority centres in the future. The School is responsible for:

• developing, and regularly updating, in collaboration with the relevant policy authorities, required training and assessment instruments that meet the Standards on Knowledge for Required Training for employees, supervisors, managers and executives, and the professional standards established by functional authority centres for functional specialists;
• establishing a registration process and the type of information required from the Coordinator;
• delivering the required training and assessment instruments and assessing whether participants successfully complete them;
• issuing certificates of completion;
• issuing monthly reports on required training to the Coordinator; and
• maintaining a register of employees who have successfully completed required training or knowledge assessment leading to validation of delegated signing authorities.

8.1.1 For knowledge assessment for managers and executives, the School is responsible for:

• developing and administering the assessment instrument that meets the Standards on Knowledge for Required Training;
• issuing certificates of completion; and
• issuing monthly reports to the Coordinator.

Functional authority centres are responsible for:

• developing professional standards for required training for their functional specialists;
• participating in the development and updating of their specialized curriculum including the required training component;
• determining the implementation date of required training for their functional specialists;
• selecting the service provider for delivering the required training and assessment instruments and assessing whether participants successfully complete them; and
• coordinating the issuance of professional recognition and/or certification by the recognized certification organization.

Service providers are responsible for:

• developing, and regularly updating, in collaboration with functional authority centres, required training and assessment instruments that meet the professional standards;
• establishing a registration process and the type of information required from the Coordinator;
• delivering the required training and assessment instruments and assessing whether participants successfully complete them;
• issuing certificates of completion; and
• delivering reports on a regular basis on successful completion of required training to the Coordinator and the Registrar.

• Certification Program Manual for Procurement and Materiel Management
• Certification Application and Maintenance Handbook for Procurement and Materiel Management
• Policy on Delegation of Authority Policy
• Directive on Language Training and Learning Retention
• Directive on the Performance Management Program
• Policy on Learning, Training and Development
• Policy on Membership Fees
• Relevant sections of the collective agreements
• Standard on Competencies of the Federal Government Procurement, Materiel
• Management and Real Property Community – CAN/CGSB-192-2005
• Standards on Knowledge for Required Training
• Values and Ethics Code for the Public Service
• Special Travel Authorities
• National Joint Council Travel Directive

• Canada Labour Code, Part I, Industrial Relations
• Canada Labour Code, Part II, Canada Occupational Health and Safety Regulations
• Canada School of Public Service Act
• Employment Equity Act
• Financial Administration Act
• Official Languages Act
• Public Service Employment Act
• Federal Public Sector Labour Relations Act