Updated 29-11-2023-RL 
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​​​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 obtain the appropriate document or web page:

Equipment:  
Southwell u3a has some equipment that can be used by groups and individuals.

​List:              Forms List
Finance
Form dd:    Word Version: Bank Deposit Form (updated June 23)
Form ee:     Group Balance Sheet.pdf  (updated June 23)
​Form ee:     Group Balance Sheet (Excel Spreadsheet) (updated June 23)
Form gg:     Claim form (Word) (updated June 23)

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:    drivers_tip_receipt_form_kk.docx  Word version: Driver's tip receipt (updated June 23)
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 (Excel):       group_attendance_register_form_ff  (updated June 23)
Form ff (Word):       group_attendance_register_form_ff  (updated June 23)
Form hh:     Accident Report Form                             (Word version: Accident Report Form)

Guidance and Policies
           
Handbook for Group Leaders from 21 Aug 23   ​(Replaces Group Leader Guidance Notes 2015) 
​Dementia Advice from U3A National Office (Sept 2019)
​Financial Policy (June 2023) 
Equality, Diversity and Inclusion Policy (Nov 2023)
         
Word Document: Guidance for Group Leaders on Group Expenditure  (updated June 23)  (Best for printing)
Web Page: Guidance for Group Leaders on Group Expenditure  (updated June 23)  (Best for on-screen viewing)
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​Groups & Trips - when & how to account for financial transactions
Nomination Form for Committee Members
Trips Guidance Notes (updated August 2016)
U3A Financial Matters report by the Independent Examiner (AKA "Auditor") 2023   
Welfare Policy

Risk Assessments