IMTKS8.2 Loans and Financial Date of Yes NOT grants Regulations last PROTECTIVELY payment MARKED on loan + 12 years then review to see whether a further retention period is required IMTKS8.3 Contracts - Contract Yes NOT under seal completion PROTECTIVELY date + 12 MARKED IMTKS8.4 Contracts - Contract Yes NOT signature completion PROTECTIVELY date + 6 MARKED years IMTKS8.5 Contracts - Current Yes NOT monitoring year + 2 PROTECTIVELY records MARKED IMTKS8.6 Copy orders Current No NOT year + 2 PROTECTIVELY years MARKED IMTKS8.7 Budget Current Yes NOT reports, budget year + 3 PROTECTIVELY monitoring etc years MARKED IMTKS8.8 Invoice, Financial Current Yes NOT receipts and Regulations year + 6 PROTECTIVELY other records MARKED covered by the Financial Regulations IMTKS8.9 Annual Budget Current Yes NOT and year + 6 PROTECTIVELY background MARKED papers IMTKS8.10 Order books Current Yes NOT and year + 6 PROTECTIVELY requisitions years MARKED
IMTKS8.2 Loans and grants Financial Regulations Date of last payment on loan + 12 years then review to see whether a further retention period is required Yes NOT PROTECTIVELY MARKED IMTKS8.3 Contracts - under seal Contract completion date + 12 Yes NOT PROTECTIVELY MARKED IMTKS8.4 Contracts - signature Contract completion date + 6 years Yes NOT PROTECTIVELY MARKED IMTKS8.5 Contracts - monitoring records Current year + 2 Yes NOT PROTECTIVELY MARKED IMTKS8.6 Copy orders Current year + 2 years No NOT PROTECTIVELY MARKED IMTKS8.7 Budget reports, budget monitoring etc Current year + 3 years Yes NOT PROTECTIVELY MARKED IMTKS8.8 Invoice, receipts and other records covered by the Financial Regulations Financial Regulations Current year + 6 Yes NOT PROTECTIVELY MARKED IMTKS8.9 Annual Budget and background papers Current year + 6 Yes NOT PROTECTIVELY MARKED IMTKS8.10 Order books and requisitions Current year + 6 years Yes NOT PROTECTIVELY MARKED
InformationManagementToolkitforSchoolsv4-EDITED.docx