JISCMail - RECORDS-MANAGEMENT-UK Archives

Could anyone let me know the following retention times are correct according to the regulations. We are devising a retention schedule for the team admin officers to refer to.

Record of one-off equipment and requiring no installation – 1 year after case is closed.
Record of one-off equipment and requiring no installation, cost to be under £250 – 6 years after case is closed.
Record of one-off equipment where an order was raised with an external supplier including orders raised through Wise and requiring no installation, cost to be under £250 – 6 years.
Record of one-off equipment where installation was performed by the Authority, cost under £500 – 1 year after case is closed.
Record of one-off equipment from any supplier where installation was carried out by external contractor, cost under £500 – 6 financial years.
Record of equipment supply with or without installation which exceeds the above financial limits – 6 years.
Record of equipment supply with or without installation which has been commissioned by the Sensory Needs Team, regardless of cost – 6 financial years.
Short term records with financial implications – 6 years.

What is the retention time for delivery notes relating to equipment delivered to Adult Disability cases?

What do they mean by Prime financial document contained within the record?

Thank you.

Nilani Jeyakumar

Archivist

Property Services/Facilities Team

Wokingham District Council

Civic Offices, Shute End

Wokingham, RG40 1BN

Tel: (0118) 974 6798

Fax: (0118) 978 9078

Email: [log in to unmask]

www.wokingham.gov.uk

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