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ORCS Filing Reference Sheet

Daniel Truong edited this page Jul 21, 2026 · 1 revision

ORCS-Filing-Reference-Sheet 1 — ORCS Filing Reference Documentation

This document explains the role, structure, and classification mapping rules of the ORCS Filing Reference Sheet kept in policies/ORCS-Filing-Reference-Sheet.pdf.

Document Summary

The ORCS Filing Reference Sheet is a scanned, single-page official policy reference document provided by the Government Information Management Office (GIMO). It outlines the Operational Records Classification System (ORCS) standards, retention classes, and disposition rules specifically applicable to environmental assessment records and government decisions.


Technical Context in DFL & AICT

The AI Classifier Tool (AICT) uses the rules in this reference sheet to suggest records-management tags. By using deterministic type-to-ORCS mapping, the platform achieves high reliability without relying on runtime LLM inference.

graph TD
    DOC[Uploaded Document] --> TYPE[Type Keyword Match]
    TYPE -->|Assessment Report| ORCS1[ORCS: 15400-20]
    TYPE -->|Certificate| ORCS2[ORCS: 15400-30]
    ORCS1 --> RET1[7 Years Retention]
    ORCS2 --> RET2[Permanent Retention]
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Deterministic Mapping Baseline

The following mappings are derived from the reference sheet and implemented inside the rule-based classification configuration (document-types.yaml):

Document / Artifact Type ORCS Code Retention Schedule / Disposition Reference Sheet Section
Assessment Report (AR) 15400-20 Semi-active retention, then archives Environmental Assessment Reports
EA Certificate (EAC) 15400-30 Permanent retention (Archived) Certificate & Amendments
Process Order 15400-40 Active during project lifecycle Order & Process Rules
Exemption Order 15400-50 Permanent retention Exemption & Termifications

AI Ingestion & Interpretation Guide

Since the original file (ORCS-Filing-Reference-Sheet.pdf) is a scanned single-page image containing no selectable text, AI models and automated workers should interpret it using this Markdown sidecar or match the document type directly against the controlled vocabularies defined in DFL-Reference-Metadata.md and the rule-based structures in Document-Types-Draft.md.

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