SOUTHWELL U3A
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Guidance Notes & Forms

 
​​​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.

Get Adobe Acrobat Reader (Free)
  © Southwell U3A                                                                 Reg'd Charity No. 1132337                
​                                          
Southwell Minster photo courtesy of  www.buildingpanoramics.com
SITE MAP
  • Home
    • Newsline - public edition
    • FAQs
    • The U3A in Britain
    • The U3A in Nottinghamshire
    • The Third Age Trust
  • How to Join us
    • How to join >
      • Application Form
  • Groups & Activities
    • Groups
    • List of Groups
    • Group Activities Timetables
    • How to join a Group
    • Newly proposed groups & Starting a New Group
    • A Guide to Ageing Well
  • Members' Area
    • Newsline for Members
    • CONTACTS
    • Monthly Overview
    • Concert Trips
    • Interest Groups and Leaders
    • Venues
  • About Us
    • About Us
    • Information for New Members
    • Location of Monthly Meetings
    • The Constitution
    • Our Policies
    • Committee
  • Contact us
  • Guidance Notes & Forms
    • Risk Assessments
  • Monthly Meetings
    • Speakers at Past Meetings
    • Guidance for welcomers
  • Beacon
    • Holiday Travel >
      • Battlefield Tour
      • Hebridean Holiday May 2019
      • Northumbria May 2018
  • IT Support Group
  • U3A Office
    • Events & Social Activities >
      • Events & Social Activities >
        • Christmas Greetings 2020
        • Xmas Zoom Party 2020
      • Annual General Meetings >
        • AGM 2022
      • Trips >
        • Guidance for trip organisers
        • Guidelines for Trippers doc
      • Social Committee
      • Trips Committee
  • Equipment available for Group use
  • Workshops
  • Adult Learning Courses
  • Links
    • Links to U3A Sites
    • Links to Volunteering Opportunities
    • Links to Potentially Interesting Sites & Good Causes
  • Computer Training Manual
  • Site Map
  • Archived Pages
    • News >
      • News Jan - June 2021
      • News April - June 2020
      • News Jan - March 2020
      • News Oct - Dec 2019
      • News July - Sept 2019 >
        • Senior Citizens Fair - Sept 2019
      • News April - June 2019
      • News Jan - March 2019
      • News Archive 2018 >
        • News Oct - Dec 2018
        • News July Sept 2018
        • News April - June 2018
        • News Jan - March 2018
      • News Archive 2017 >
        • News Oct - Dec 2017
        • News July - Sept 2017
        • News Apr - June 2017
        • News Jan -March 2017 >
          • Diary for 2017
      • News Archive - 2016
    • Christmas 2021
    • Lockdown Challenge