FOR GROUP LEADERS
This page contains links to documents that may be useful to Interest Group Leaders. Some of the links are downloadable documents but others go for information directly from the U3A National Office Website. To view these you are required by a simple process to either login or register. This is at the bottom right of any National Office website page.
Please also see Our Policy
Please note that some of the forms are in a PDF (Portable Document Format) so they display in a similar fashion on most computers and tablets. You can down load the documents and save them onto your computer for viewing or printing as required. Printed they can be manually filled in. See also the NOTE below.
GROUP LEADER GUIDELINES
Advice on getting a NEW Interest Group started and information on running your current Interest Group.
HEALTH and SAFETY
This is information about ensuring the Health and Safety of our members during group activities.
SUPPORTING MEMBERS WITH DISABILITY
Advice on how to ensure that existing members and Third Agers with a disability can join our U3A and take part in our activities. This included heating and vision loss.
KEEPING RECORDS OF ATTENDANCE AND FINANCIAL TRANSACTIONS
The documents are available here or from the links on the right.
- Attendance Record (PDF)
- Group Account sheet Example EXCEL
- Group Account sheet Example PDF
- Group Account sheet EXCEL
- Group Account sheet PDF
- Group Payments and Cheque requests EXCEL
- Group Payments and Cheque requests PDF
INTEREST GROUP ACCOUNTS.
Please use the account forms above and on the right to record and submit your group accounts to the Treasurer. We have provided an example account sheet to help.
Some of the forms are in a PDF (Portable Document Format) so they display in a similar fashion on most computers and tablets.
If you down load the EXCEL version, you can open them on your computer using the Microsoft programme EXCEL, or similar and then fill in the details on your computer. You can save the file each time you add information and print it off when required for the treasurer. This has the advantage of automatically adding up the figures at the bottom of the sheet and will keep a running total of your expenses
- Interim accounts from interest groups should be sent to the Treasurer by the following dates:
- Nil returns are required from those groups not handling money.
- Hospitality accounts should not be submitted.
- Treasurer will provide assistance if group leaders have difficulty drawing up their accounts.
INSURANCES AND LICENCES
PLEASE NOTE. Selecting some of the links below will take you to the U3A National Office website. This will provide you with latest information and advice as issued by National Office. To view the advice and FAQ's you will need to register or sign in at the bottom right of the page.
If you copy any documents, photographs, video's, music etc. Please read this.
- Copyright Guidelines Links to National Office Website.
PUBLIC & PRODUCTS LIABILITY INSURANCE
All U3As which are fully paid up members of the Third Age Trust have the benefit of the nationally provided Public & Products Liability Insurance cover.
A copy of our:
- Public Liability Insurance including Assets and Home Contents Insurance
Please print all pages as the signature is on the 3rd page
- Tour Operators Liability Links to National Office Website. Please read for more information.
We have also included a Question and Answer and Insurance Overview pages relating to the above insurances
- Public and Products FAQs Links to National Office Website. Please read for more information.
- Insurance Overview Links to National Office Website. Please read for more information.
LICENCE GUIDELINES - NEW
Information about the use of the U3A Licences. Covers photocopying, Digital Images, DVD/Videos,recorded music and public performance.
PUBLIC PERFORMING LICENCE
If you play music at your meetings you may need a copy of this licence.
MOTION PICTURE LICENCE - NEW
If you use pre-recorded DVD/Blue-ray media or downloads please see the licence.
PAYING FOR REFRESHMENTS AT INTEREST GROUP MEETINGS
There are two different situations:
Hospitality is paying towards the cost of refreshments provided for an Interest Group in the dwelling of a member usually the Interest Group leader. The money collected for these refreshments is not accounted for and information about it does not go to the Treasurer. (The reason for this is that it is assumed the payments are to replace the householder's own food and drink that they have used for the group hospitality.) There is no limit.
If an Interest Group hires a hall and the group collects money to pay for refreshments then this money does have to be recorded and information eventually passed onto the Treasurer. This is because it is assumed that the refreshments will have been bought especially for the group. There is a £50 float limit but there are easy and approved ways of getting around that if the amount collected and retained starts to get towards that limit.
NOTE. To down load and print a PDF file you will need Adobe Reader installed on your computer. If you do not have Adobe Reader installed it can be installed by clicking this link Adobe PDF Reader Take care to select the appropriate options for your computer and unclick the boxes that will install unwanted software on your computer.