Retention schedule

Staffordshire County Council is required by the Lord Chancellor’s Code of Practice on the Management of Records issued under Section 46 of the Freedom of Information Act 2000 to have and to implement a records retention and disposal schedule.

Contents

Retention and disposal policies - Adult health and social care

Accommodation support 

  • Retention: Retain records 6 years after no longer in receipt of accommodation services
  • Disposal: Destroy
  • Authority: Based on a 6-year timescale in which an action can be brought in the case of a simple contract under Limitation Act 1980 s.5 and recommended by the Department of Health Guidance to Social Services
  • Scope: Placement planning, residential and nursing care, supported accommodation and lodgings provision

Case management

  • Retention: Retain records 6 years after longer in receipt of services
  • Disposal: Destroy
  • Authority: Based on a 6-year timescale in which an action can be brought in the case of a simple contract under Limitation Act 1980 s.5 and recommended by the Department of Health Guidance to Social Services
  • Scope: Management and administration of adult health and care cases including enquiry processing, referral, needs assessment, care and support planning, key information recording. 

Community living and disability support

  • Retention: Retain records 6 years after no longer in receipt of community and disability services
  • Disposal: Destroy
  • Authority: Based on a 6-year timescale in which an action can be brought in the case of a simple contract under Limitation Act 1980 s.5 and recommended by the Department of Health Guidance to Social Services
  • Scope: Collection of benefits, day care and meals, administration of personal allowances, housing needs and adaptation support, personal care, occupational therapy, learning disabilities, rehabilitation, provision of equipment and carer support Excluding education support.

Mental health support

  • Retention: Retain records 20 years after no longer in receipt of services, or 8 years after the patient’s death if the patient died while receiving treatment
  • Disposal: Destroy
  • Authority: NHS Records Management Code of Practice for Health and Social Care 2016
  • Scope: Mental health case records including psychological assessment records

Vulnerable adult protection and support

  • Retention: Retain records 6 years after no longer in receipt of protection and support services.
  • Disposal: Destroy
  • Authority: Based on a 6-year timescale in which an action can be brought in the case of a simple contract under Limitation Act 1980 s.5 and recommended by the Department of Health Guidance to Social Services
  • Scope: Investigation and protection planning, guardianship and receivership administration