This page will have links for forms, policies, role descriptions; these might be referenced elsewhere.

Governance

• Constitution
• Committee
• Annual report and accounts
• Trustee code of conduct
• Trustee induction pack
• 2025 AGM: annual report; annual accounts; unconfirmed minutes of the meeting
• 2024 AGM: annual report; annual accounts; minutes of the meeting
• 2023 AGM: annual report; annual accounts; minutes of the meeting

Policies

• Advertising policy
• Code of conduct
• Complaints policy
• Data protection policy
• Disciplinary policy
• Equality and diversity policy (includes access and inclusion policies)
• Financial policy plus appendix 2 (payments to speakers) in Word format and PDF format and appendix 3 (expenses for sdu3a menbers) in Word format and PDF format
• Grievance policy
• Health and safety policy
• Legitimate interest assessment - members
• Legitimate interest assessment - next of kin
• Privacy policy
• Safeguarding policy
• Open door arrangements for WestNet u3a members

Forms

• Attendance register (Excel format)
• Attendance register (PDF format)
• Expenses claim form (Excel format); a PDF format file is available, but the Excel format would be preferred.
• Incident report form (Word format)
• Incident report form (PDF format)
• Gift aid form (Word format)
• Gift aid form (PDF format)
• Membership form (Word format)
• Membership form (PDF format)

• Generic risk assessment form for indoor meetings; see also the Venue risk assessment checklist and the Venue day of use checklist
• Generic risk assessment form for outdoor meetings
• Walk leader risk assessment form (PDF only at the moment); see also the Ramblers risk assessment form (Word format) or the Ramblers risk assessment form (PDF format)
• Workshop activity risk assessment checklist (PDF format)
• COVID-19 risk assessment form for indoor meetings (Word format)
• COVID-19 risk assessment form for outdoor meetings (Word format)

Newsletters

An archive of previous newsletters is on the newsletters page.