Policies and Documents

The documents linked from the table are applicable to u3a York (a CIO with charity number 1215778). Where no document is present in the table, the corresponding document can be taken from the list below the line in the short term.

Document (with link)Published OnFor Review
u3a York CIO Constitution17-Nov-2025
u3a York Vision, Mission, and Priorities18-May-2026
u3a York Expenses Policy and Procedure07-Jun-2026June 2029
u3a York Expenses Claim Form - PDF version (print, fill, send by post)
u3a York Expenses Claim Form - Excel version (fill electronically, send by email)
27-May-2026
u3a York Risk Management Policy28-May-2026May 2029
u3a York Internal Financial Control Policy07-Jun-2026June 2029
u3a York Reserves Policy07-Jun-2026January 2027
u3a York Bullying and Harassment Policy07-Jun-2026June 2029

The documents below are those that were applicable to York u3a (charity number 1007843). As these are updated to reflect u3a York becoming a Charitable Incorporated Organisation (CIO) with charity number 1215778, they will be moved into the table above.

Members Code of Conduct - Aug 23

Data Protection Policy Apr 2022

Privacy Policy Jun 2022

Health and Safety Policy July 2025

York u3a Complaints Procedure Nov 2025 (v1.2)

York u3a Disciplinary Procedure

York u3a Equality Diversity and Inclusion Policy Oct 23

York u3a Safeguarding Adults Policy Oct 2023

York u3a Safeguarding Guidance 2023

York u3a Photography Policy

York u3a Environmental Policy May 2025

York u3a Reserves Policy Jan 2025

Policy for the Development and Management of Procedural Documents Nov 24

Legitimate Interest Assessment Emergency Contacts

Legitimate Interest Assessment Membership

Donations Policy May 2025

Gifts and Hospitality Policy May 2025


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