DOCUMENT RETENTION SCHEDULE: HOUSING: NEW HOMES AND REGENERATION ACTION AT CONTAINS REF DESCRIPTION RECORD TYPE RETENTION END OF RETENTION PERSONAL NO. PERIOD RETENTION JUSTIFICATION INFORMATION PERIOD NH&R Sales and Application Sales period + Secure To allow for informed Yes marketing of forms 6 months after 1 disposal response in the event of shared ownership Memorandum of the completion unless there complaint, or other Sales of the last sale properties is an ongoing correspondence, regarding Communication on a scheme enquiry the allocation of properties. The process of Log or phase of marketing and scheme selling shared ownership properties developed on new schemes NH&R Rehousing of Housing needs 6 months from Secure To allow for informed Yes 2 tenants due to assessments the date the response in the event of disposal major Decant tenant has complaint, or other spreadsheet been correspondence regarding refurbishment or demolition of their rehoused. the rehousing of tenants property The process of Bank details Bank details - To allow for the details to be Yes Secure rehousing tenants until the details loaded on to the secure disposal (decant process) have been finance system and paying input on to the
DOCUMENT RETENTION SCHEDULE: HOUSING: NEW HOMES AND REGENERATION REF NO. DESCRIPTION RECORD TYPE RETENTION PERIOD ACTION AT END OF RETENTION PERIOD RETENTION JUSTIFICATION CONTAINS PERSONAL INFORMATION NH&R 1 Sales and marketing of shared ownership properties The process of marketing and selling shared ownership properties developed on new schemes Application forms Memorandum of Sales Communication Log Sales period + 6 months after the completion of the last sale on a scheme or phase of scheme Secure disposal unless there is an ongoing enquiry To allow for informed response in the event of complaint, or other correspondence, regarding the allocation of properties. Yes NH&R 2 Rehousing of tenants due to major refurbishment or demolition of their property The process of rehousing tenants (decant process) and paying Housing needs assessments Decant spreadsheet Bank details 6 months from the date the tenant has been rehoused. Bank details - until the details have been input on to the Secure disposal Secure disposal To allow for informed response in the event of complaint, or other correspondence regarding the rehousing of tenants To allow for the details to be loaded on to the secure finance system Yes Yes
178-retention-policy-for-section-176-service.docx