IMTKS5D.17 School Fund HMRC - Compliance Current year + Yes No Records Handbook Manual 6 CH15400 IMTKS5E Building Management IMTKS5E.1 Title Deeds Permanent Yes No IMTKS5E.2 Permanent Yes No OFFICIAL Retain in school whilst operational IMTKS5E.3 Records relating to HMRC - Compliance Current year + Yes No maintenance and Handbook Manual 6 years contractors CH15400 IMTKS5E.4 Maintenance log Last entry + Yes No books 10 years IMTKS5E.5 Contractors’ Current year + Yes No Reports 6 years IMTKS5E.6 Leases Expiry of lease Yes No + 6 years IMTKS5E.7 Lettings Current year + Yes No 3 years IMTKS5E.8 Burglary, theft and Current year + Yes No vandalism report 6 years forms IMTKS5E.9 Records relating to The Management of Date of check Yes No legionella and water Health & Safety at Work + 3 years checks Regulations 1999 Health and Safety at Work Act 1974 IMTKS5F School Meals IMTKS5F.1 Dinner Register Current year + Yes Yes OFFICIAL 3 years SENSITIVE IMTKS5F.2 School Current year + No No Summary Sheets 3 IMTKS5F.3 Free school meals HMRC - Compliance Current year + Yes Yes OFFICIAL registers Handbook Manual 6 years CH15400 IMTKS5G General Administration IMTKS5G.1 School Current year + No No brochure/prospectus 3 years IMTKS5G.2 General file series Current year + No No or correspondence 5 years files IMTKS5G.3 Circulars Current year + No No 1 year IMTKS5G.4 Newsletters, Current year + No No ephemera 1 year IMTKS5G.5 Visitors book Current year + No Yes OFFICIAL 2 years
IMTKS5D.17 School Fund Records HMRC - Compliance Handbook Manual CH15400 Current year + 6 Yes No IMTKS5E Building Management IMTKS5E.1 Title Deeds Permanent Yes No IMTKS5E.2 Permanent Retain in school whilst operational Yes No OFFICIAL IMTKS5E.3 Records relating to maintenance and contractors HMRC - Compliance Handbook Manual CH15400 Current year + 6 years Yes No IMTKS5E.4 Maintenance log books Last entry + 10 years Yes No IMTKS5E.5 Contractors’ Reports Current year + 6 years Yes No IMTKS5E.6 Leases Expiry of lease + 6 years Yes No IMTKS5E.7 Lettings Current year + 3 years Yes No IMTKS5E.8 Burglary, theft and vandalism report forms Current year + 6 years Yes No IMTKS5E.9 Records relating to legionella and water checks The Management of Health & Safety at Work Regulations 1999 Health and Safety at Work Act 1974 Date of check + 3 years Yes No IMTKS5F School Meals IMTKS5F.1 Dinner Register Current year + 3 years Yes Yes OFFICIAL SENSITIVE IMTKS5F.2 School Summary Sheets Current year + 3 No No IMTKS5F.3 Free school meals registers HMRC - Compliance Handbook Manual CH15400 Current year + 6 years Yes Yes OFFICIAL IMTKS5G General Administration IMTKS5G.1 School brochure/prospectus Current year + 3 years No No IMTKS5G.2 General file series or correspondence files Current year + 5 years No No IMTKS5G.3 Circulars Current year + 1 year No No IMTKS5G.4 Newsletters, ephemera Current year + 1 year No No IMTKS5G.5 Visitors book Current year + 2 years No Yes OFFICIAL
Information-Management-Toolkit-for-Schools.docx