records-management-retention-schedule

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Fire Precautions log books ....................................................................................................... 22 Administrative ..................................................................................................................... 22 Employer's Liability certificate ................................................................................................. 23 Inventories of equipment and furniture ................................................................................... 23 General file series ..................................................................................................................... 23 School brochure or prospectus ................................................................................................ 23 Circulars (staff/parents/pupils) ................................................................................................ 23 Newsletters, ephemera ............................................................................................................ 23 Visitors book ............................................................................................................................. 23 PTA/Old Pupils Associations ..................................................................................................... 23 Finance ................................................................................................................................ 24 Annual Accounts ...................................................................................................................... 24 Loans and grants ...................................................................................................................... 24 Contracts .................................................................................................................................. 24 Copy orders .............................................................................................................................. 24 Budget reports, budget monitoring etc ................................................................................... 24 Invoice, receipts and other records covered by the Financial Regulations .............................. 24 Annual Budget and background papers .................................................................................. 24 Order books and requisitions ................................................................................................... 24 Delivery Documentation .......................................................................................................... 24 Debtors’ Records ...................................................................................................................... 24 School Fund – Cheque books .................................................................................................... 24 School Fund – Paying in books ................................................................................................. 25 School Fund – Ledger ............................................................................................................... 25 School Fund – Invoices ............................................................................................................. 25 School Fund – Receipts ............................................................................................................. 25 School Fund – Bank statements ............................................................................................... 25 School Fund – School Journey books ........................................................................................ 25 Applications for free school meals, travel, uniforms etc .......................................................... 25 Student grant applications ....................................................................................................... 25 Free school meals registers ...................................................................................................... 25 Petty cash books ...................................................................................................................... 25 Property ............................................................................................................................... 26 Title Deeds ................................................................................................................................ 26 Plans ......................................................................................................................................... 26 Maintenance and contractors .................................................................................................. 26 Leases ....................................................................................................................................... 26 Lettings ..................................................................................................................................... 26 Burglary, theft and vandalism report forms ............................................................................ 26 Maintenance log books ............................................................................................................ 26 Contractors’ Reports ................................................................................................................ 26 Local Education Authority .................................................................................................... 27 Secondary transfer sheets (Primary) ........................................................................................ 27 Attendance returns .................................................................................................................. 27 Circulars from LEA .................................................................................................................... 27

Human Resources Author: Lou Hassen Version: 1 Review Date: Dec 2012

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