​​​In order to help group leaders to run their groups and to organise outings and events we have developed  some guidelines and documents which we hope you will find useful.

Click on the name to get the appropriate document:

​List:              Forms List
Finance
Form dd:     Bank Deposit form                                    (Word Version: Bank Deposit Form)
Form ee:     Group Balance Sheet.pdf  (updated 15.04.2019)
​Form ee:     Group Balance Sheet (Excel Spreadsheet) (updated 15.04.2019)
Form gg:      Expenses claim form v3 from Sept 21:  Claim form (Word)   Claim form (PDF)

Gift Aid for Subscriptions  (Word)    Gift Aid for Subscriptions  (PDF)
                 
Trips
Form aa:     Trips Planning Sheet Example                  
Form aa:     Trips Planning Sheet                                (Word version: Trips Planning Sheet)
Form bb:     Trip List                                                      (Word version: Trips List)
Form cc:     Trips Refund Sheet                                   (Word version: Trips Refund Sheet)
Form jj:        Trip Contact & EM contact details      (Word version: Trip Contact & EM contact details)
Form kk:     Driver's tip receipt                                     (Word version: Driver's tip receipt)
Form ll:       Trip Booking form                                      (Word version: Trip Booking Form)
Form ll(2):   Trip Booking form  (A5)                           (Word version: Trip Booking form A5)

Group
Form ff:       Group Register                                           (Word version: Group Register)
Form hh:     Accident Report Form                             (Word version: Accident Report Form)

Guidance Notes
           
Trips Guidance Notes (updated August 2016)
Group Leader Guidance Notes                    
Guidance for Group Leaders on Group Expenditure (updated July 2019)
Groups that have financial transactions   (updated Feb 2020)
​Groups & Trips - when & how to account for financial transactions   (updated  Feb 2020)
Nomination Form for Committee Members
Welfare Policy
​Dementia Advice from U3A National Office  (Sept 2019)
U3A Financial Matters report by the Treasurer - July 2017  

Risk Assessments
Can be found at the link here

​U3A Resource Centre
Would you like some help finding additional material for Group Work?  Are you struggling to find new material to keep your members interested? If so the National U3A Resource Centre may be able to help. They have a collection of slides, videos, audio cassettes, CDs and DVDs which can be borrowed free of charge, except for the cost of return postage.

Two new books available from the U3A are:
  • Digital Photography Tips & Tricks by Kim Gilmour 
  • Social Networking for the Older & Wiser by Sean McManus.

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