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Policy and research retention schedule

Version 4.0, adopted August 2026, expires end August 2028. 


A PDF version of this retention schedule, including full version history, is held in the EDRM Retention Schedules folder.

See an explanation of the 6+ Rule and all other standard disposition codes.

Policy and research

POL 01.01: Collecting information to support the council's policy and research functions

Disposition: PERM. Review 10 years from closure, then offer to Derbyshire Record Office

Example(s):

Data collection to support work such as:

  • performance management
  • Derbyshire Observatory
  • profiling, production of policies, reports and briefings
  • Armed Forces Covenant
  • equalities and diversity
  • boundary review

SQL data is widely used across functions

Rationale: Business need

Locations: Shared drive / SharePoint

POL 01.03: Administering small to medium-sized grants (legacy data)

Disposition: TERMS +6

Example(s):

  • Community, Sports, Buildings, Voluntary and Community Priorities Grant Applications

Rationale: Limitations Act 1980

Locations: Shared drive / SharePoint / Granicus CRM

POL 01.04: Administering large or exceptional grants (legacy data)

Disposition: CASE+6 (closure point: satisfaction of final reporting requirements)

Example(s): Major grant administration files

Rationale: Limitations Act 1980

Locations: Shared drive / SharePoint / Granicus CRM

POL 01.05: Administering and responding to requests for policy / research information from officers and the public

Disposition: ACTION+15

Example(s):

  • Requests for copies of maps and reports, statistical analyses, reporting and mapping
  • Contact lists for policy and research reports and bulletins
  • For equality and diversity requests see MAR 05.03

Rationale: Business need (review linked to ten-yearly national census)

Locations: Shared drive / SharePoint

Citizen engagement

POL 02.01: Gathering responses during regular corporate consultation and engagement programmes

Disposition: 6+

Example(s):

  • Residents' survey records: contact details, demographic information, individual responses to consultations

Rationale: Business need

The scanned image is the copy of record. Paper originals may be destroyed once scanning is verified.

Locations: Shared drive / SharePoint

POL 02.02: Analysing trends noted during regular corporate consultation and engagement programmes

Disposition: ACTION+15

Example(s):

  • Summary data from Residents' survey, Black Minority Ethnic (BME) Forum, ethnographic research

Rationale: Business need

Locations: Shared drive / SharePoint