Documents - Lancaster & Morecambe

This page is intended to be a reference for the principal documents referred to throughout this website.
Further descriptions and explanations of the matters they relate to will be found on the relevant pages.

Please Note

Please note that some of these documents are for u3a members only and require a password.
The password can be found towards the bottom of any of the emails used to distribute our monthly Newsletters. Contact the Distribution team if you are a member and do not have the password.

Membership

General Information

Principles of the u3a

Member Code of Conduct

Membership Policy and other details Description of our membership policy and other details.

Joining our u3a

Link for people joining online Easiest way to join (see New Members Page)

Member Application Form to Print For joiners who wish to use a paper form.

Renewing your membership

Renewals are only available during our annual renewal period in August.
Outside of this time previous members must rejoin as a new member.
You will be given a new membership number and have to complete the form (either online or on paper) in full. If you have previously been a member of our u3a you will also need to set up a new Member's Portal Account. When you go to a group, please give the group leader your new number to join that group.
Go to New Members Page for the links you will need.

Data Protection Documents

Data Protection Policy

Legitimate Interest Assessment

Personal Declaration GDPR For members who enter administrative roles such as group leaders.

Governance

Governance page

This link is to a page that lists various documents that relate to our governance of this u3a. Such as, our Constitution, Financial policy, Accessibility policy, Safeguarding, Equality, Diversity and Inclusion Policy, Health and Safety etc.

Committee and General Meeting minutes Copies of our recent minutes (password protected).

Newsletters Copies of our recent newsletters (password protected).

Policies and Guidelines and help for our Group Leaders and members

ABI: Volunteer Driving, Motor Insurance

Authorisation of purchases guidelines

Digital Media Use and Content policy

Dogs and children attending groups

Electrical learning equipment policy Risk Assessment, Inspection and Testing of Electrical Equipment

Guidance on making Emergency Decisions

Environmental Guidelines

Fees, expenses and reserves information

Fund Raising and Donation Guidelines

Health and Safety Policy

Loan of equipment to other organisations

Special Educational Activities policy

Help on using some of our membership database (Beacon) facilities

How to set up your password for the Members Portal (for members who have not yet set up a personal password for access to the members portal).

How to reset Members Portal password (for members who have set up a Members Portal password but have forgotten it).

Changing personal details via Your Portal (How to change your personal details you have given us through your Portal account. A guide in PDF format with screenshots. This file is for members only and is password protected.)