Good questions. Strong records.

Required fields

1. Date, method and location
2. Officials and institutions
3. CDDA participants
4. Who initiated
5. Subjects discussed
6. Requests made
7. Information provided
8. Commitments and undertakings
9. Reportable communication assessment
10. Follow-up owner and deadline

Completion checks

• Confirm the applicable federal, provincial, territorial or municipal lobbying rules before contact
• Obtain a written CDDA mandate and use only approved positions
• Record the public office holder, date, subject and participants
• Never offer a gift, benefit, favour or misleading information
• Send required registrations or returns through the official registry—not through this workspace template

Required fields

1. Contact report ID
2. Undertaking
3. Person responsible
4. Approval required
5. Due date
6. Response sent
7. Source verification
8. Recipient acknowledgement

Completion checks

• Confirm the applicable federal, provincial, territorial or municipal lobbying rules before contact
• Obtain a written CDDA mandate and use only approved positions
• Record the public office holder, date, subject and participants
• Never offer a gift, benefit, favour or misleading information
• Send required registrations or returns through the official registry—not through this workspace template

Required fields

1. Record ID, collector, collection date/time and time zone
2. Original source, lawful access method and precise location
3. Original filename, format, size and optional verified digest
4. Controlled storage reference and access class; no passwords
5. Transfer history: from/to, date, purpose and receipt
6. Working copies, annotations, redactions and version links
7. Retention instruction, owner and review date
8. Missing provenance, integrity concerns and escalation

Completion checks

• Do not overwrite or annotate the preserved original
• Do not claim this worksheet proves court admissibility
• Use approved storage and collect only necessary personal data

Required fields

1. Submission ID, approved version, sender and authority
2. Recipient office and designated filing channel
3. Sent date/time, original message and attachment inventory
4. Delivery evidence and separate acknowledgment reference
5. Official docket/agenda/file reference or inclusion still unconfirmed
6. Exact substantive response, source and date
7. Follow-up request, owner, due/review date and escalation
8. Outcome, outstanding issues, corrections and closure reason

Completion checks

• An acknowledgment is not agreement; silence is not an admission
• Label personal notes separately from official minutes
• Use sourced deadlines and preserve the sent version