Appendix 2 - Projects

 

  • The hierarchy of the Projects will be 5 levels with related documents stored within each level. These levels are:
    • Level 1 Feasibility
      • Reports
      • Drawings
      • Retention period: Project Lifecycle – can be destroyed when project ends
    • Level 2 General
      • Financial Management
      • Governance
      • Correspondence
      • Meetings
      • Programmes
      • Reports
      • Working Drawings
      • Bills and Specifications
      • Retention period: 6 years after end of project – whereupon they can be destroyed
    • Level 3 Procurement
      • Goods 
      • Works
      • Services
      • Retention period: 12 years after end of project – whereupon they can be destroyed
    • Level 4 Legal and Statutory
      • Title and Land Agreements
      • Funding Agreements
      • Statutory Consents
      • Completion Certificates
      • Retention period: permanent – these can never be destroyed
    • Level 5 Temporary folder
      • Houses documents that will become Live documents such as Health and Safety Manuals and Operation Manuals and moved to the appropriate buildings folder under EBLDGS. They cannot be promoted to Live while not finished as this can cause confusion - this is not acceptable because of the type of documents that they are
      • No external users should be able to view Level 5