Guides and Policies

This Policy Library is a benefit available only to members of ACFA: The Advice Network, please do not share them with other organisations or individuals.

Please read both the 'How to use' and 'Disclaimer' pages before you start to use the Library. 

To download a document simply click on the relevant link below and a Word document that can be personalised for your organisation will be downloaded.

 

Business Continuity

Review Date /
Amendment History
Business Continuity Plan June 2013
Business Continuity Plan - Appendix A: Staff Contact List June 2013
Business Continuity Plan - Appendix B: Computer Inventory September 2010
Business Continuity Plan - Appendix C: Risk Management Strategy June 2013
Business Continuity Plan - Appendix D: Trustees Contact June 2013
Business Continuity Plan - Appendix E: General Contacts & Memberships November 2010
 

Casework & Client Related

 
Abusive Behaviour Statement & Policy
October 2010
Case Selection Policy April 2015
Client Confidentiality Policy May 2015
Client Feedback Questionnaire April 2002
Complaints Policy and Procedure December 2016
Conflict of Interest Policy & Procedure June 2014
File Review Checklist November 2014
General Safety, Outreach & Home Visiting Policy October 2011
Home Visit Request Form October 2008
Public Liability Insurance/Incorrect Legal Advice Policy October 2010
Safeguarding Adults at Risk of Abuse Policy and Procedure April 2018
Safeguarding Children Policy and Procedure April 2018
Service User Charter & Data Protection Statement June 2018
Translating & Interpreting Guidelines & Policy October 2010
 

Employment Related

 

Adoption Policy

April 2020

Appraisal Policy & Procedure November 2012
Appraisal Preparation Form January 2004
Appraisal Record Form April 2002 
Confidentiality Agreement - Management Committee Members/Trustees June 2010
Confidentiality Agreement - Staff & Volunteers June 2010
Contract of Employment March 2012
Coronavirus (COVID-19) - Homeworking Guidance for Employers June 2020
Coronavirus (COVID-19) - Homeworking Guidance for Staff (April 2020) April 2020
Coronavirus (COVID-19) - Homeworking Guidance for Staff (June 2020) June 2020
Criminal Record Declaration Form August 2010

Definition of Meetings, Supervision & Annual Appraisals

October 2011
Disciplinary Procedure October 2011
Disclosure & Barring Service (DBS) Checks Policy and Procedure November 2016
Flexible Working Policy May 2014
Gifts, Donations & Bribery Policy & Procedure February 2013
Grievance Procedure October 2011
Holiday/Leave Policy June 2014
Holiday Procedure September 2010
Holiday Record
-
Homeworking Policy April 2020
Individual Supervision Meeting Record (Advice Worker)ndividual Supervision Meeting Record (Advice Worker) February 2006
Maternity Policy April 2020
Paternity/Partner Leave Policy June 2015
Parental Leave Policy (Unpaid) June 2015
Performance & Development Review Form (Advice Worker) March 2010
Performance Management Policy & Procedure November 2012
Prevent Awareness Policy June 2017
Recruitment Policy and Procedure April 2020
Redundancy Policy April 2020
Right to work in the UK Checks July 2014
Right to work - Checklist for Employers July 2014
Sabbatical Leave Action Plan June 2010
Sabbatical Leave Request Form June 2010
Sabbatical Leave Policy March 2012
Shared Parental Leave Policy June 2015
Sickness Policy and Procedure June 2019
Sickness/Carer's Record -
Smoking Policy June 2015
Staff Health, Work and Well Being Policy May 2016
Staff Terms & Conditions March 2012
Supervision Meeting Record February 2007
Supervision Policy & Procedure November 2012
Time Off In Lieu (TOIL) Policy October 2011 
Training Plan January 2010
Training Record May 2006
Volunteer Agreement January 2012
Volunteer Policy January 2012 
Whistleblowing Policy July 2013
 

Financial

 
Expenses Claim Form March 2012
Financial Policy & Procedure (including Expenses & Reserves) (including Expenses & Reserves) March 2012
 

General

 
Data Breach Policy, Procedure and Incident Form June 2018
Data Protection Policy and Procedure June 2018
Data Protection Privacy Notice for Children aged 13 and over June 2018
Data Protection Privacy Notice for Clients June 2018
Data Protection Privacy Notice for Job Applicants July 2018
Data Protection Privacy Notice for Staff and Volunteers June 2018
Data Protection Privacy Notice for Suppliers and Contractors July 2018
Data Retention and Erasure Policy and Procedure June 2018
Data Subject Access Request Procedure and SAR Form June 2018
Environmental Policy March 2017
Equality & Diversity Policy April 2020
Fire Safety Risk Assessment - Record of Findings March 2012
Fundraising Strategy July 2014
Health & Safety Policy March 2013 
Information Security & Risk Management March 2017
IT Acceptable Use Policy June 2010 
Marketing Strategy July 2014 
The Art of Change Making November 2015
 

Terminology Guidance

 
Guidelines on Language about Dementia October 2014
 

Updates to Policies

 
June 2020  
April 2020  
June 2019  
July 2018  
June 2018  
June 2017  
March 2017  

December 2016

 

May 2016

 

June 2015

 

Jan 2015

 

Nov 2014  
July 2014  
June 2014  
Oct 2013  
July 2013  
June 2013 - Issue 2  
June 2013 - Issue 1  
March 2013  
Feb 2013  
Nov 2012  
July 2012  
June 2012  
March 2012  
Go To Top