Records documenting the Retain termination of Do not transfer negotiation and completion of IPR licence + 6 years licence agreements to parties. Consultancy The function of providing consultancy to external organisations on a commercial basis. RECORDS ACTION TO BE TAKEN ACTION IN IN ARCHIVES DEPARTMENT/FACULTY (PAPER RECORDS) Records documenting the Retain strategy or Transfer to development and establishment of policy superseded + 5 Archive when no the University's consultancy years longer required in strategy and policies: key records. department or faculty Records documenting the Retain from of Do not transfer development and establishment of strategy, policy or the University's consultancy procedure + 1 year strategy, policies and procedures: working papers. Master copies of procedures Retain superseded + 3 Do not transfer relating to consultancy. years Directories of expertise. Current Do not transfer Records documenting the handling Retain from last action on Do not transfer of enquiries about consultancy, enquiry + 1 year where no further action is taken. Records documenting the Retain from receipt of Do not transfer preparation and submission of notification that consultancy proposals/tenders, proposal/tender was where the proposal/tender is unsuccessful + 1 year unsuccessful (i.e. does not result in a contract). Records documenting: Retain until submission of Do not transfer proposal/tender or preparation, negotiation, termination of contract + 6 agreement and submission of years consultancy proposals: key records tenders and contracts: key records variations of contracts: key records project deliverables and outcomes: final versions and confirmations of client acceptance Records documenting the Retain until submission of Do not transfer preparation, negotiation, agreement proposal/tender or and submission of consultancy agreement of contract
Records documenting the negotiation and completion of IPR licence agreements to parties. Retain termination of licence + 6 years Do not transfer Consultancy The function of providing consultancy to external organisations on a commercial basis. RECORDS ACTION TO BE TAKEN IN DEPARTMENT/FACULTY ACTION IN ARCHIVES (PAPER RECORDS) Records documenting the development and establishment of the University's consultancy strategy and policies: key records. Retain strategy or policy superseded + 5 years Transfer to Archive when no longer required in department or faculty Records documenting the development and establishment of the University's consultancy strategy, policies and procedures: working papers. Retain from of strategy, policy or procedure + 1 year Do not transfer Master copies of procedures relating to consultancy. Retain superseded + 3 years Do not transfer Directories of expertise. Current Do not transfer Records documenting the handling of enquiries about consultancy, where no further action is taken. Retain from last action on enquiry + 1 year Do not transfer Records documenting the preparation and submission of consultancy proposals/tenders, where the proposal/tender is unsuccessful (i.e. does not result in a contract). Retain from receipt of notification that proposal/tender was unsuccessful + 1 year Do not transfer Records documenting: preparation, negotiation, agreement and submission of consultancy proposals: key records tenders and contracts: key records variations of contracts: key records project deliverables and outcomes: final versions and confirmations of client acceptance Retain until submission of proposal/tender or termination of contract + 6 years Do not transfer Records documenting the preparation, negotiation, agreement and submission of consultancy Retain until submission of proposal/tender or agreement of contract Do not transfer