Model policies, templates and other useful docs The Almshouse Association has produced a number of model policies and template documents to assist members with the management of their charities. All of the model policies and template documents can be downloaded, to download click on the document name. Each of the documents should be regarded as a broad guide and may need to be adapted in places to be relevant to your charity. The documents, in their final form incorporating the charity’s own details, should be approved by trustees. Our model policy documents and templates are reviewed and updated on a regular basis. New policy documents and templates continue to be added to the library. If you would like to be kept up-to-date with all document changes and additions, please ensure you have signed up to receive our email notifications. Model Policies Anti Social Behaviour Bullying and Harassment CCTV Complaints – for Members that are NOT registered with the Housing Ombudsman Complaints – for Members that ARE registered with the Housing Ombudsman. See also: Housing Ombudsman Annual Submission Toolkit Code of Complaint Handling Assessment Form 2024-5 Conflict of Interest Data Protection Engaging External Speakers at Charity Events Equality and Diversity Financial Controls Health and Safety Policy Independent living guidance Investment Policy Managing Volunteers Media Handling Policy Media Handling Procedures Mobility Scooters Payment of Staff Reserves Policy Risk Management Safeguarding Serious Incident Reporting Social Media Policy Sustainability Policy Trustee Expenses Trustee Induction Other Useful Documents Almshouse Association Member Logo – downloads and instructions Checklist for developing a social media policy (Charity Commission template) Definition of an almshouse Elevator Pitch (what is an almshouse – in 30 seconds?) Establishing a new almshouse charity – flowchart General Letter to Local Authority Government Information (PR) Pack Housing Ombudsman Annual Submission Toolkit Press Guidance and Crisis Management Toolkit for setting up a new almshouse charity Implications of being a Registered Provider Retention of Accounting and other Records (Buzzacott LLP pdf) Risk Sector Profiles (reports setting out the main risks facing the social housing sector and some of the actions registered providers should be taking to manage those risks.) Service Charges: list of eligible housing elements see Maximising the WMC through Service Charges webinar documents here The Herbert Protocol form The Herbert Protocol form guidance notes Useful Addresses VOA Application for Determination of Equivalent Fair Rent Deregistration as a Registered Provider Is it in your Charity’s best interests to De-register? Deregistration Tool Kit – Start Here Application form for voluntary de-registration as a provider of social housing – example Consultation Document for Residents Model Letter to Local Authority Model Letter to Homes England Historical Grant Notification Form for Registered Providers Template Documents Applying for Exempt Status Charity Health Checks Cover Letter to GP Disaster Recovery Plan Discharge from Hospital Form Fire Safety Audit Check List Governance Check List GP Authorisation Form Hospital Admission Letter Interviewing Applicant Letter of Appointment Maintenance Plan Management Agreement Medical Information Form MP invitation letter template Next of Kin Information Next of Kin (where there is no next of kin) Specimen Outline Budget 2025 (in WORD) Specimen Outline Budget 2025 (in EXCEL) Physical Activity Checklist Planning a Residents’ Outing Quinquennial Inspection Resident Application Form Residents’ Handbook Set Aside: Notice to Determine Set aside: Notice to Set Aside Set Aside: Trustee Resolution Set Aside Tenant (resident) Perception Survey Management Information Template Trustee Recruitment Templates Trustee Skills Audit Trustee Role Description Trustee Recruitment Advert Poster Trustee Application Form Trustee Interviews Q Matrix Trustee Appointment Letter Trustee Induction Check List Trustee Code of Conduct Trustee Recruitment Process Evaluation Regional Meeting Templates Considerations before organising a Regional Meeting First steps to planning a regional meeting Email invitation template for Regional Meetings Sending your invitation to Member Services Managing replies, contacting presenters, organising catering Creating a presentation for your Regional Meeting Hosting your Regional Meeting