3.3 Accounts and Statements including Budget Management Basic file description DP Issues Statutory Retention Period [Operational] Action at the end of the Provisions administrative life of the record 3.3.1 Annual Accounts No Current year + 6 years PERMANENT DELETION/SECURE DISPOSAL 3.3.2 Loans and grants managed by the school No Date of last payment on the loan + 12 years then REVIEW PERMANENT DELETION/SECURE DISPOSAL 3.3.3 Student Grant applications Yes Current year + 3 PERMANENT DELETION/SECURE DISPOSAL 3.3.4 All records relating to the creation No Life of the budget + 3 PERMANENT DELETION/SECURE DISPOSAL and management of budgets including the Annual Budget statement and background papers 3.3.5 Invoices, receipts, order books No Current financial year + 6 years PERMANENT DELETION/SECURE DISPOSAL and requisitions, delivery notices 3.3.6 Records relating to the collection and No Current financial year + 6 years PERMANENT DELETION/SECURE DISPOSAL banking of monies 3.3.7 Records relating to the identification and No Current financial year + 6 years PERMANENT DELETION/SECURE DISPOSAL collection of debt 3.4 Contract Management Basic file description DP Issues Statutory Retention Period [Operational] Action at the end of the Issues Provisions administrative life of the record 3.4.1 All records relating to the management of No Limitation Last payment on the contract + 12 PERMANENT DELETION/SECURE DISPOSAL contracts under seal Act 1980 3.4.2 All records relating to the management of No Limitation Last payment on the contract + 6 years PERMANENT DELETION/SECURE DISPOSAL contracts under signature Act 1980 3.4.3 Records relating to the monitoring of No Current year + 2 PERMANENT DELETION/SECURE DISPOSAL contracts
3.3 Accounts and Statements including Budget Management Basic file description DP Issues Statutory Provisions Retention Period [Operational] Action at the end of the administrative life of the record 3.3.1 Annual Accounts No Current year + 6 years PERMANENT DELETION/SECURE DISPOSAL 3.3.2 Loans and grants managed by the school No Date of last payment on the loan + 12 years then REVIEW PERMANENT DELETION/SECURE DISPOSAL 3.3.3 Student Grant applications Yes Current year + 3 PERMANENT DELETION/SECURE DISPOSAL 3.3.4 All records relating to the creation and management of budgets including the Annual Budget statement and background papers No Life of the budget + 3 PERMANENT DELETION/SECURE DISPOSAL 3.3.5 Invoices, receipts, order books and requisitions, delivery notices No Current financial year + 6 years PERMANENT DELETION/SECURE DISPOSAL 3.3.6 Records relating to the collection and banking of monies No Current financial year + 6 years PERMANENT DELETION/SECURE DISPOSAL 3.3.7 Records relating to the identification and collection of debt No Current financial year + 6 years PERMANENT DELETION/SECURE DISPOSAL 3.4 Contract Management Basic file description DP Issues Statutory Retention Period [Operational] Action at the end of the Issues Provisions administrative life of the record 3.4.1 All records relating to the management of contracts under seal No Limitation Act 1980 Last payment on the contract + 12 PERMANENT DELETION/SECURE DISPOSAL 3.4.2 All records relating to the management of contracts under signature No Limitation Act 1980 Last payment on the contract + 6 years PERMANENT DELETION/SECURE DISPOSAL 3.4.3 Records relating to the monitoring of contracts No Current year + 2 PERMANENT DELETION/SECURE DISPOSAL