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Policy Procedure & Planning Preschool Nursery and Early years policy, procedure and planning discussions. Please use this forum for conversation regarding frameworks, finances, fees and the organisation of a childcare setting's paperwork

Al about observations, assessments and planning in the Early Years

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  #1  
Unread 05-13-2008, 10:39 AM
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Ruthierhyme Ruthierhyme is offline
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Required time for storing documents ?

How long do you store your Pre School records for ?

I've just come across this PDF from Shropshire.gov.uk and was surprised to see the variation in time spans for different documents !!

Record and Length of time it should be kept:

Committee Records
Minutes of meetings and annual reports - 6 years
Bank Statement - 6 years
Bank Reconciliations - 6years
Remittance advice - 10 years
Recipients cash balances - 10 years
Sales ledgers - 3 years
Correspondence re. donations

Insurance
Certificates - 40 years

Licence or lease
Licensing agreement or lease - 6 years

Staff Records
All personal records - 7 years
Individual wage slips - 2 years
Time sheets - 3 years
Accident reports - 21 years
Staff attendance records - 21 years
National Insurance & Income Tax returns - 7 years
Unsuccessful job application forms - 4 months
Unsuccessful Job Interview records - 4 months

Children’s records
Accident reports - 21 years 3 months
Medical records - 30 years
Parent contact details - 2 years
Details about child - 2 years
Outing permission - 2 years
Permission to administer medicine - 21 years 3 months
Emergency treatment permission - 21 years 3 months
Collection authority - 21 years
Incident reports - 21 years
Registers - 21 years

Visitors
Record of visitors - 2 years

Committee, students and volunteers
Personal details - 2 years

SOURCE: Records to be Kept.pdf Shropshire.Gov.uk Pre school LA

There are more good PDFs on the Early Years and Childcare section.
Located on the bottom right hand 'Publications' list.
Organisation and Management - Shropshire.gov.uk

Very nice site
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  #2  
Unread 05-17-2008, 10:26 PM
sarahnev707 sarahnev707 is offline
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Insurance certificates ... 40 years!

Maybe I should bequeath them to my children in my will! :rotfl:
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  #3  
Unread 05-18-2008, 01:35 PM
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lol

The information on Shropshire.gov is aimed at preschool where the documents are subsequently handed over to the branch/county PLA for safe keeping .. this may be in accordance with their own individual policy.. there must be legal implications as to why the length is so long for insurance documentation.

Will try to find out a little more ..
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Unread 06-13-2008, 07:25 PM
tutu tutu is offline
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yep those are the guidelines we use too. need grants for filing cabinets every year!
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