The activities of applying for and receiving grants, subsidies and rebates. Includes grants applied for and/or received by the organisation and grants made by the organisation to other bodies or individuals.
See the relevant activity for reports to funding bodies on programs undertaken with grants and subsidies.
See General Retention and Disposal Authority - Administrative records Community Relations - Enquiries for records relating to general enquiries about grant and funding programs.
See General Retention and Disposal Authority - Administrative records Strategic Management - Reviewing for records relating to the evaluation and review of grant and funding programs.
| No | Description of records | Disposal action |
|---|
| 14.1 | Summary records of grants and subsidies received or disbursed by the organisation. Note: these are not required as State archives if they duplicate information contained within annual reports etc. | Required as State archives |
| 14.2 | Records relating to the provision of financial assistance such as loans and mortgages to the community. | Retain minimum of 7 years after repayments are finalised or loan written off, then destroy |
| 14.3 | Records relating to successful applications for grants or funding received or distributed by the organisation. Records include: - application forms
- agreements
- acquittal forms
- determination of application
- audits to ensure compliance with terms and conditions of agreements
- progress and final reports.
| Retain minimum of 7 years after project completed or terms and conditions of funding met, then destroy |
| 14.4 | Routine records relating to applications from the community and individuals for grants or funding. Includes: - unsuccessful or withdrawn applications
- advertising of grant or funding programs
- routine liaison with recipients.
Records include application forms and associated correspondence. | Retain minimum of 2 years after action completed, then destroy |
No 14.1 Description of records Summary records of grants and subsidies received or disbursed by the organisation. Note: these are not required as State archives if they duplicate information contained within annual reports etc. Disposal action Required as State archives |
No 14.2 Description of records Records relating to the provision of financial assistance such as loans and mortgages to the community. Disposal action Retain minimum of 7 years after repayments are finalised or loan written off, then destroy |
No 14.3 Description of records Records relating to successful applications for grants or funding received or distributed by the organisation. Records include: - application forms
- agreements
- acquittal forms
- determination of application
- audits to ensure compliance with terms and conditions of agreements
- progress and final reports.
Disposal action Retain minimum of 7 years after project completed or terms and conditions of funding met, then destroy |
No 14.4 Description of records Routine records relating to applications from the community and individuals for grants or funding. Includes: - unsuccessful or withdrawn applications
- advertising of grant or funding programs
- routine liaison with recipients.
Records include application forms and associated correspondence. Disposal action Retain minimum of 2 years after action completed, then destroy |
