3.3.1 Annual Accounts No Current year + 6 years STANDARD DISPOSAL 3.3.2 Loans and grants No Date of last payment on the SECURE DISPOSAL managed by the loan + 12 years then school REVIEW 3.3.3 Student Yes Current year + 3 years SECURE DISPOSAL applications 3.3.4 All records relating to No Life of the budget + 3 years SECURE DISPOSAL the creation and management of budgets including the Annual Budget statement and background papers 3.3.5 Invoices, receipts, No Current financial year + 6 SECURE DISPOSAL order books and requisitions, delivery notices 3.3.6 Records relating to No Current financial year + 6 SECURE DISPOSAL the collection and years banking of monies 3.3.7 Records relating to No Current financial year + 6 SECURE DISPOSAL the identification and years collection of debt 3.4 Contract Management Ref Basic file Data Protection Issues Retention Period Action at the end of Annual Review description [Operational] the administrative Completed life of the record Tick (√) 3.4.1 All records relating to No Last payment on the SECURE DISPOSAL the management of contract + 12 years contracts under seal 3.4.2 All records relating to No Last payment on the SECURE DISPOSAL the management of contract + 6 years contracts under signature 3.4.3 Records relating to No Current year + 2 years SECURE DISPOSAL the monitoring of contracts 3.5 School Fund Ref Basic file Data Protection Issues Retention Period Action at the end of Annual Review description [Operational] the administrative Completed life of the record Tick (√) 3.5.1 School Fund - No Current year + 6 years SECURE DISPOSAL Cheque books 3.5.2 School Fund - Paying No Current year + 6 years SECURE DISPOSAL in books 3.5.3 School Fund No Current year + 6 SECURE DISPOSAL – Ledger 3.5.4 School Fund No Current year + 6 years SECURE DISPOSAL – Invoices
3.3.1 Annual Accounts No Current year + 6 years STANDARD DISPOSAL 3.3.2 Loans and grants managed by the school No Date of last payment on the loan + 12 years then REVIEW SECURE DISPOSAL 3.3.3 Student applications Yes Current year + 3 years 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 years SECURE DISPOSAL 3.3.5 Invoices, receipts, order books and requisitions, delivery notices No Current financial year + 6 SECURE DISPOSAL 3.3.6 Records relating to the collection and banking of monies No Current financial year + 6 years SECURE DISPOSAL 3.3.7 Records relating to the identification and collection of debt No Current financial year + 6 years SECURE DISPOSAL 3.4 Contract Management Ref Basic file description Data Protection Issues Retention Period [Operational] Action at the end of the administrative life of the record Annual Review Completed Tick (√) 3.4.1 All records relating to the management of contracts under seal No Last payment on the contract + 12 years SECURE DISPOSAL 3.4.2 All records relating to the management of contracts under signature No Last payment on the contract + 6 years SECURE DISPOSAL 3.4.3 Records relating to the monitoring of contracts No Current year + 2 years SECURE DISPOSAL 3.5 School Fund Ref Basic file description Data Protection Issues Retention Period [Operational] Action at the end of the administrative life of the record Annual Review Completed Tick (√) 3.5.1 School Fund - Cheque books No Current year + 6 years SECURE DISPOSAL 3.5.2 School Fund - Paying in books No Current year + 6 years SECURE DISPOSAL 3.5.3 School Fund – Ledger No Current year + 6 SECURE DISPOSAL 3.5.4 School Fund – Invoices No Current year + 6 years SECURE DISPOSAL