Loans and grants managed by No Date of last payment on the loan + SECURE DISPOSAL the school 12 years then REVIEW Student Grant Applications Yes Current year + 3 years SECURE DISPOSAL All records relating to the No Life of the budget + 3 years SECURE DISPOSAL creation and management of budgets including the Annual Budget Statement and background papers Invoices, receipts, order books No Current financial year + 6 years SECURE DISPOSAL and requisitions, delivery notices Records relating to the collection No Current financial year + 6 years SECURE DISPOSAL and banking of monies Records relating to the No Current financial year + 6 years SECURE DISPOSAL identification and collection of debt Contract Management Basic File Description Data Protection Statutory Provisions Retention Period Action at the end of the Issues (Operational) administrative life of the record Records relating to management No Limitation Act 1980 Last payment on the contract + 12 SECURE DISPOSAL of contracts under seal years Records relating to the No Limitation Act 1980 Last payment on the contract + 12 SECURE DISPOSAL management of contracts signature Records relating to monitoring of No Current + 2 years SECURE DISPOSAL contracts School Fund Basic File Description Data Protection Statutory Provisions Retention Period Action at the end of the Issues (Operational) administrative life of the record School Fund cheque books No Current + 6 years SECURE DISPOSAL –
Loans and grants managed by the school No Date of last payment on the loan + 12 years then REVIEW SECURE DISPOSAL Student Grant Applications Yes Current year + 3 years SECURE DISPOSAL 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 Invoices, receipts, order books and requisitions, delivery notices No Current financial year + 6 years SECURE DISPOSAL Records relating to the collection and banking of monies No Current financial year + 6 years SECURE DISPOSAL Records relating to the identification and collection of debt No Current financial year + 6 years SECURE DISPOSAL Contract Management Basic File Description Data Protection Issues Statutory Provisions Retention Period (Operational) Action at the end of the administrative life of the record Records relating to management of contracts under seal No Limitation Act 1980 Last payment on the contract + 12 years SECURE DISPOSAL Records relating to the management of contracts signature No Limitation Act 1980 Last payment on the contract + 12 SECURE DISPOSAL Records relating to monitoring of contracts No Current + 2 years SECURE DISPOSAL School Fund Basic File Description Data Protection Issues Statutory Provisions Retention Period (Operational) Action at the end of the administrative life of the record School Fund – cheque books No Current + 6 years SECURE DISPOSAL
Retention-Schedule.docx