This privacy notice will inform you as to how we look after your personal data when you supply goods or services to us, receive a grant or partner with us. This page should be read in conjunction with our privacy notice main page which covers information relevant to anyone whose data is used by the EEF.
Your data will be used to process your invoice or grant claim and its payment. It will also be used to contact you to agree on a contract or a purchase order with you. We will also use your data to process the payment of invoices, expense claims or grant claims.
The lawful basis we rely on for processing your personal data is the processing necessary to perform a contract or to take steps at your request, before entering a contract.
We collect your title, name, address, previous names or addresses (where relevant), email address and telephone number, bank details, records of payments made. We need this information in order to process your invoices or claims.
We only keep your data for as long as we need it, which, for financial transactions can be up to 7 years.
| Document | Retention Period |
|---|---|
| Invoices / Expense or Grant claim forms | 6 years (from end of financial year in which the transaction was made) |
| Bank records of payments made | 6 years (from end of financial year in which the transaction was made) |
Document Retention period
Invoices / Expense or Grant claim forms 6 years (from end of financial year in which the transaction was made)
Bank records of payments made 6 years (from end of financial year in which the transaction was made)
For more information on your rights, please see​‘Your rights’​on our privacy notice main page.
Yes, we use the following third parties to process your data.
Employees within our company who have responsibility for finance and administration will have access to your data which is relevant to their function. All employees with such responsibility have been trained in ensuring data is processed in line with GDPR.
Data is shared with third parties for the following reasons:
- CAF bank – when adding supplier on one of the bank accounts, also if making online expense or invoice payments via BACS. For more details about how CAF Bank use the data please visit: https://www.cafonline.org/navigation/footer/privacy.
- Signable – when uploading expenses claims or invoices onto Signable, our online approval system. For more details about how Signable use the data, please visit: https://www.signable.co.uk/gdpr/, https://www.signable.co.uk/privacy-policy/ and https://www.signable.co.uk/terms-conditions/
- Quickbooks Online Intuit – when accounting for invoices and payment of the invoices. For more details about how Quickbooks Online (Intuit) use the data, please visit: https://quickbooks.intuit.com/uk/privacy-policy/
- SAP Concur – when accounting for invoices or claims and payment of the invoices or claims. For more details about SAP Concur use the data, please visit: https://www.concur.co.uk/privacy-policy, https://www.concur.co.uk/gdpr and https://www.concur.co.uk/data-security.
We may also share your data with third parties for other reasons to comply with a legal obligation upon us. We have a data processing agreement in place with such third parties to ensure data is not compromised. Third parties must implement appropriate technical and organisational measures to ensure the security of your data.
Our accounting software packages, Quickbooks and SAP Concur, store data in the US and we rely on standard contractual clauses to justify transferring the data overseas. For more details about how they use the data, see the links above.
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Guidance on data protection for schools and settings involved in an EEF-funded project
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Guidance on data protection for grantees delivering or evaluating an EEF-funded project
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