Company security officer's guide to completing and submitting personnel security screening forms

As a company security officer (CSO) or alternate company security officer (ACSO), you will find out how to complete and submit online personnel security screening forms to Public Services and Procurement Canada’s Contract Security Program. Learn how to handle situations such as when an applicant doesn't sign their form electronically.

Completing personnel security screening forms

This guide provides detailed information to help you, and the applicant, complete personnel security screening forms.

Submitting personnel security screening forms (TBS/SCT 330-23E and TBS/SCT 330-60E)

In this section, you will learn how to submit the forms to Public Services and Procurement Canada’s Contract Security Program, completed either by using the online industrial security services (OLISS) portal or by hand.

In this section

Before submitting forms

Before submitting the personnel security screening form(s) and as part of the personnel security screening process, the applicant is required to consent to having their personal information verified. The company security officer (CSO) or alternate company security officer (ACSO) and the applicant must also sign the relevant personnel security screening form(s) to confirm the accuracy of the information provided.

Submitting forms completed online (recommended)

Submitting applications electronically is a convenient and effective service that increases the accuracy of the applications and allows the program to initiate the process more quickly.

Follow these steps to electronically submit a form that was completed using the online industrial security services (OLISS) portal:

  1. The applicant and the CSO or ACSO select the Form Completeness Check and Submission menu option, which will:
    1. electronically verify that all the required sections of the form are complete
    2. prompt the user to select either the electronic signature option (recommended) or the original signature option, once all sections of the form pass the completeness check
    3. prompt the user to submit the form, once the signature option is selected
  2. The applicant submits the completed form(s) to the CSO or ACSO for review
  3. The CSO or ACSO submits the completed form(s) to Public Services and Procurement Canada’s Contract Security Program for processing

Electronic signature option (recommended option)

By selecting this option, all the required signatures and initials will be electronically submitted with the online application. The CSO or ACSO doesn't have to submit a hard copy of the form(s).

To take advantage of this option, both the applicant and the CSO or ACSO must select the electronic signature option when submitting the form(s).

This option can be selected only if:

Original signature option

If this option is selected when submitting the form, the CSO or ACSO must also submit a hard copy of the form(s) to the Contract Security Program. The form(s) must be signed and initialed by both the applicant and CSO or ACSO.

Refer to section C of How to complete the personnel screening, consent and authorization form (TBS/SCT 330-23E)

Completing forms on behalf of the applicant

When the CSO or ACSO assigns the application to themselves to complete on behalf of the applicant, the CSO or ACSO can select either the original signature option or the electronic signature option.

If the original signature option is selected, the CSO or ACSO will have to submit a hard copy of the form(s) signed and initialed by both the applicant and the CSO or ACSO.

If the electronic signature option is selected, the CSO or ACSO can only electronically sign their portion of the form. They cannot electronically sign on behalf of the applicant, and will have to submit a hard copy of the form(s) signed and initialed by the applicant.

When the applicant has electronically signed only one of the two forms (TBS/SCT 330-23E or TBS/SCT 330-60E)

When the applicant submits only one of the forms with the electronic signature, the CSO or ACSO must either:

When either the applicant or the company security officer has not electronically signed the form(s)

The CSO or ACSO will have to submit a hard copy of the form(s) to the Contract Security Program. The form(s) must be signed and initialed by both the applicant and the CSO or ACSO.

Whenever a form is missing, Public Services and Procurement Canada’s Contract Security Program will contact the CSO or ACSO and request that they submit a hard copy of the signed form.

Submitting forms completed by hand

Please note that manual requests may be subject to processing delays.

  1. The applicant and the CSO or ACSO sign the form(s)
  2. The CSO or ACSO submits the respective Treasury Board Secretariat (TBS) screenings forms to the Contract Security Program by fax, mail, courier or email:
    • TBS 330-23E for a reliability status
    • TBS 330-23E and 330-60E for Secret or Top Secret clearance

Note: Additional documents must be submitted for personnel security screening request requiring electronic fingerprints.

How to submit a personnel security screening request requiring electronic fingerprints

Submitting a TBS/SCT 330-47 form to terminate an employee's security screening

When submitting a form completed online, the CSO or ACSO does not have to submit a hard copy of the form to Public Services and Procurement Canada’s Contract Security Program.

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