Procedure Management Responsibility
Staff Responsible: Chief Privacy Officer
Oversight by: Finance and Audit Committee
Approval by: Board of Directors

PURPOSE AND SCOPE

United Way of Calgary and Area (“United Way”) is committed to maintaining the confidentiality, security and accuracy of the Personal Information of United Way’s Personnel and other third parties that is in its possession as a result of its normal business, including with respect to volunteer and charitable operations.

United Way collects, uses and discloses Personal Information about its Personnel, donors, customers, suppliers and others with whom it has contact in the course of conducting its normal business operations, including for purposes of establishing, managing or terminating employment and contractual relationships between Personnel and United Way. This Policy describes and governs the collection, use and disclosure of Personal Information by United Way.

This Policy applies to United Way, and to each individual as a Representative or prospective Representative, as a condition of their employment with United Way, as well as any other individuals, including third parties, that may have access to Personal Information in our possession. When a Representative, donor, customer or supplier provides United Way with Personal Information, that individual consents to United Way’s collection, use and possible disclosure of their Personal Information for the designated purpose and agrees to the terms for accessing and correcting data as described below.

The Policy governs United Way’s activities that are subject to the provisions of applicable privacy legislation, including the Personal Information Protection Act (Alberta). However, as a not-for-profit organization, please note that certain of United Way’s activities may not be subject to applicable privacy legislation in all instances.

DEFINITIONS

United Way:
United Way of Calgary and Area and its divisions and affiliates, including any and all internal governance bodies.
Personal Information:
Information, recorded in any form, about an identifiable individual (including,
(i) for employees: a home address and phone number, names of partners and spouses, a social insurance number, performance appraisals, medical and benefit information, or hobbies and interests, and
(ii) for donors: any donation and billing information).This does not include the name, title, business address or telephone/facsimile number or business email address of an employee of an organization, when used for business communications. Also, it does not include anonymous, aggregated or non-personal information or statistical data (i.e., information that cannot be associated with or tracked back to a specific individual).
Personnel:
A director, officer, employee, volunteer or independent contractor of the United Way.

Collection, Use and Disclosure of Personal Information

I.PERSONAL INFORMATION

United Way collects and maintains different types of Personal Information about individuals with whom it interacts (such as those who seek to be, are, or were employed by United Way, or volunteers, donors, customers or suppliers of United Way), including:
  • >> identification and contact information: such as a Representative’s name, home address, telephone, personal email address, date of birth, social insurance number, marital and dependent status, videos, photographs, and beneficiary and emergency contact information;
  • >> employment information: such as a Representative’s job title, resumes and/or applications, interview notes, letters of offer and acceptance of employment, compensation and benefit information, background verification information, employment references, mandatory policy acknowledgement sign-off sheets and evaluations;
  • >> benefit information: such as forms relating to the application or change of employee health and welfare benefits, including but not limited to health care, life insurance, short and long term disability, medical and dental care;
  • >> payroll and financial information: including but not limited to social insurance number, wages, pay cheque deposit information, pension information, group savings plans, information and tax related information;
  • >> business relationship and operations information: such as customer and supplier names, customer addresses and personal contacts, credit information, billing records, service and equipment records, any recorded customer complaints, investor contact information and requests, agreement terms and preferences and information necessary to effect emergency response plans;
  • >> donor information: such as donor identities, donation amounts and baking information ; and
  • >>other information necessary for the United Way’s business purposes, which may be voluntarily disclosed or collected in the course of a Representative’s application to and employment with United Way.
As a general rule, United Way collects Personal Information directly from the individual it pertains to. If third parties hold information United Way requires, the United Way will endeavour to ensure the information has been collected with the appropriate consent.
Where permitted or required by applicable law or regulatory requirements, United Way may collect Personal Information about an individual without their knowledge or consent.

II. COLLECTION RATIONALE

United Way collects Personal Information to manage and develop its business and operations, and to support its volunteer and charitable activities, including:
  • >> determining eligibility for initial employment, including the verification of references and qualifications;
  • >> administration of pay and benefits;
  • >> establishing training and/or development requirements and assessing qualifications for a particular job or task;
  • >> performance reviews and determining performance requirements;
  • >> processing employee work-related claims (e.g. worker compensation, insurance claims, etc.);
  • >> establishing, managing and terminating business relations with volunteers, customers, donors and suppliers;
  • >> protection against error, fraud, theft damage or nuisance relating to the United Way’s assets, operations or reputation and securing organization-held information;
  • >> compliance with individual requests;
  • >> compliance with applicable law or regulatory requirements;
  • >> maintaining and improving its service offerings to employees, volunteers, donors and customers; and
  • >> any other reasonable purpose required by United Way and to which an individual consents.

III. USE OR DISCLOSURE OF PERSONAL INFORMATION

United Way may use and disclose Personal Information provided it is reasonably required in the following circumstances:
  • >> for purposes described in this Policy;
  • >> where the information is publicly available;
  • >> where necessary to protect the rights and property of United Way;
  • >> when emergencies occur or where it is necessary to protect the safety of a person or group of persons;
  • >> where required by Personnel and other parties (including its related business entities or affiliates) who require Personal Information to assist in establishing, maintaining and managing United Way’s relationship with an individual, including, for example, third parties that provide services to United Way or on United Way’s behalf or third parties that collaborate with United Way in the provision of services to an individual; or
  • >> United Way has otherwise obtained an individual’s consent.

United Way may use or disclose Personal Information without an individual’s knowledge or consent where it is permitted or required by applicable law or regulatory requirements to do so, including, but not limited to, circumstances relating to the establishment, maintenance or termination of an employment relationship.

United Way does not sell employee, volunteer, donor or customer information to third parties.

IV. PROTECTION OF PERSONAL INFORMATION

United Way endeavours to maintain physical, technical and procedural safeguards that are appropriate to the sensitivity of the Personal Information in question. These safeguards are designed to prevent Personal Information from loss and authorized access, copying, use, modification or disclosure. Examples of these safeguards include: password, encryption and other electronic security means; locked or limited access premises and file cabinets; and the security monitoring methods.

Retention of Personal Information

Except as otherwise permitted or required by applicable law or regulatory requirements, United Way endeavours to retain Personal Information only for as long as it believes is necessary to fulfill the purposes for which the Personal Information was collected (including, for the purpose of meeting any legal, accounting or other reporting requirements or obligations).

United Way may, instead of destroying or erasing Personal Information and where this is economically feasible, make it anonymous such that it cannot be associated with or tracked back to a specific individual.

 

Updating Personal Information

It is important that Personal Information contained in the United Way’s records is both accurate and current. United Way asks that Personnel, donors, customers and suppliers keep it informed of changes to Personal Information during the course of the individual’s employment, charitable or business relationship with United Way.

If an individual believes the Personal Information about them held by United Way is not correct, the individual may request an update of that information by making a request to our Privacy Officer using the contact information set out below.


Accessing Personal Information

An individual may ask to see the Personal Information that United Way holds about them. If individuals want to review, verify or correct their Personal Information, they may contact our Privacy Officer at the coordinates set out below. Please note that any such communications must be in writing (whether by traditional or electronic means).

When making an access request, United Way may require specific information from an individual to confirm their identity and right to access, as well as to search for, and provide that individual with, the Personal Information that it holds about them. United Way may charge a fee to access Personal Information; but it will advise of any fee in advance. If help is needed in preparing a request, please contact the office of our Privacy Officer. Where Personal Information will be disclosed to an individual, the United Way will endeavour to provide the information in question within a reasonable time, and in most cases, no later than 30 days following the request.

An individual’s right to access the Personal Information that it holds about them is not absolute. There are instances where applicable law or regulatory requirements permit or require United Way to refuse a Personal Information access request. United Way also reserves the right to decline to provide access to Personal Information where the information requested:

  1. >> would disclose:
    1. >> Personal Information, including opinions, about another individual or about a deceased individual; or
    2. >> trade secrets or other business confidential information that may harm United Way or competitive position of a third party, or interfere with contractual or other negotiations of United Way or a third party;
  2. >> is subject to solicitor-client or litigation privilege;
  3. >> is not readily retrievable and the burden or cost of providing would be disproportionate to the nature or value of the information;
  4. >> could reasonably result in:
    1. >> serious harm to the treatment or recovery of the individual concerned,
    2. >> serious emotional harm to the individual or another individual,
    3. >> serious bodily harm to another individual; or
  5. >> may harm or interfere with law enforcement activities and other legal or employment related investigative or regulatory functions.

In addition, the Personal Information may no longer exist, may have been destroyed, erased or made anonymous in accordance with United Way’s record retention obligations and practices.

In the event that United Way cannot provide an individual with access to their Personal Information, it will endeavour to inform that individual of the reasons why access has been denied, subject to any legal or regulatory restrictions.

V. CONSENT

It is important to United Way that it collects, uses or discloses Personal Information with consent to do so or as otherwise provided in this Policy. Depending on the sensitivity of the Personal Information, consent may be implied, deemed (using an opt-out mechanism) or express. Express consent can be given orally, electronically or in writing. Implied consent is consent that can reasonably be inferred from an individual’s action or inaction. For example, when financial information is requested for donation purposes, United Way will assume consent to the collection, use or disclosure of Personal Information for purposes related to that request for information or for other purposes identified by the requesting individual at the time.

Typically, United Way will seek consent at the time that it collects the Personal Information. In some circumstances consent may be obtained after collection but prior to United Way’s use or disclosure of Personal Information. If United Way plans to use or disclose Personal Information for a purpose not previously identified (either in this Policy or separately), it will endeavour to advise an affected individual of that purpose before such use or disclosure.

United Way may collect, use or disclose Personal Information without an individual’s knowledge or consent where it is permitted or required to do so by applicable law or regulatory requirements.

United Way assumes that, unless it is advised otherwise, by receiving a copy of this Policy or by continuing to engage in business with United Way, an individual will have consented to the collection, use and disclosure of their Personal Information as explained in this Policy.

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An individual is entitled to change or withdraw their consent at any time, subject to legal or contractual restrictions (and reasonable notice), by contacting our Privacy Officer using the contact information set out below. In some circumstances, a change in or withdrawal of consent may limit United Way’s ability to provide products or services to, or acquire products or services from, that individual.

VI. MONITORING

The work output of Personnel, whether in paper record, computer files, or in any other storage format belongs to United Way, and that work output, whether it is stored electronically, on paper or in any other format, and the tools used to generate that work product, are always subject to review and monitoring by United Way.

In the course of conducting United Way’s business, United Way may monitor Representative activities and its property. Pursuant to the Ownership of Computer Data, E-mail and Internet Use and Social Media policies, United Way has the capability to monitor all Personnel’s computer and e-mail use.

Representatives should not have any expectation of privacy with respect to their use of United Way’s equipment or resources. This section is not meant to suggest that all Representatives will be monitored or their actions subject to constant surveillance – as United Way has no duty to monitor – it is meant to bring to each Representative’s attention the fact that such monitoring may occur and may result in the collection of Personal Information (e.g. through their use of the United Way’s electronic resources).

Any collection of Personal Information held or used in the course of monitoring will not be more than is necessary for the purpose of the monitoring. Monitoring is or will be done on an “as required” basis and will be in proportion to the risks that United Way faces. United Way will conduct any monitoring in the least intrusive way possible. In some instances, when reasonably necessary, United Way may supplement this monitoring notice with more specific policies or statements as appropriate.

Responsibility & Interpretation

It is essential that all understand and be responsible for abiding by and implementing this Policy.

Any violation of this Policy will result in action by United Way. If any Representative misuses the Personal Information of another Representative, donor or customer of United Way, it will be considered a serious offence for which appropriate disciplinary action may be taken, up to and including termination of employment. If any individual or organization misuses the Personal Information of a Representative – provided for the purpose of providing services to United Way – it will be considered a serious issue for which appropriate action may be taken, up to and including termination of the service agreement or court action.

Any interpretation associated with this Policy will be made by the Privacy Officer. This Policy includes examples but is not intended to be restricted in its application to such examples, therefore where the word ‘including’ is used, it shall mean ‘including without limitation’.

Questions

If an individual has a question about (a) access to Personal Information, (b) the collection, use, management or disclosure of Personal Information, (c) changing or withdrawing consent with respect to Personal Information, or (d) obtaining more information about this Policy or relevant legislation, please contact the office of our Privacy Officer by telephone or in writing or by e-mail at:

United Way of Calgary and Area
600 – 105 12 Ave SE
Calgary, Alberta T2G 1A1
Attention: Privacy Officer
(403) 231-6265
privacy@calgaryunitedway.org

United Way endeavours to answer all questions raised in a timely manner, and advise in writing of any steps taken to address an issue brought forward. If an individual is not satisfied with United Way’s response, they may be entitled to make a written submission to the privacy authority applicable for their jurisdiction.

Policy Revision

United Way will review and revise this Policy from time to time to reflect changes in legal or regulatory obligations or changes in the manner in which it deals with Personal

Information, and in any event, at least every 12 months. Any revised version of this Policy will be posted, and each Representative is encouraged to refer back to it on a regular basis. Any changes to this Policy will be effective from the time they are posted, provided that any change that relates to why United Way collects, uses or discloses Personal Information will not apply to a particular Representative, where their consent is required to such collection, use or disclosure, until United Way has obtained that Representative’s consent to such change.

This Policy does not create or confer upon any individual any rights, or impose upon United Way any rights or obligations outside of, or in addition to, any rights or obligations imposed by applicable privacy legislation. Should there be, in a specific case, any inconsistency between this Policy and relevant legislation, this Policy shall be interpreted, in respect of that case, to give effect to, and comply with, such privacy legislation.

Related Policies

This policy is one of a series of related policies addressing the collection, use, disclosure and security of Personal Information by United Way, including:

  • Ownership of Computer Data Policy;
  • E-mail Usage Policy; and
  • Internet Usage Policy,

as defined in the United Way Employee Handbook.

Effective date
This Policy shall have effect from October 1, 2013

Revisions

Frequency: 12 months
Last Revision: September 2013