This checklist outlines the actions to be taken, as

This checklist outlines the actions to be taken, as a minimum, in preparation for Age Legislation in October 2006. Action Task Status Y /N /in progress Yes Responsible Person L Douglas Notes Submitted to HR Director early June Agreed with JNCC 1. The organisation has an agreed action plan Prepare action plan and approach to implementing changes in line with age legislation th 2. The action plan has been developed in Discuss at JNCC 17 July 2006 and agree partnership with the recognised trade unions 3. There has been board level discussion on Paper prepared and presented to board key decisions and implications October 2006 4. All employment policies and documents o Staff Contracts have been reviewed for age bias o Alcohol & Drug Policy o Annual Leave Policy o Dignity at Work Policy o Capability Procedure o Career Break Policy o Disciplinary Procedure o Equal Opportunities Policy o Family Friendly Policy o Grievance Procedure o Job Share Policy o Long service/Retirement Policy o Perf. Review and Personal Development Policy o Probity Policy o Professional Registration of Staff Policy o Management of Change Policy o Partnership Agreement o Removal Expenses Policy o Flexible Retirement Policy o Sickness Absence Policy o Smoke Free Policy o Standards of Business Conduct o Support for External Training & Development o Time off for Trade Unions o Whistle blowing Procedure o Zero Tolerance Policy o Recruitment Procedure o Volunteer Policy S:\nicolga\E&D\Age\PCT Age Legislation Checkist as at 20/2/07 – LD/ng Yes Completed In progress Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Ongoing L Douglas /K Wilding L Douglas K Wilding A Mercer L Carr A Mercer J Morris Carol Cantor/LD LD making amendments Put it in PCT format Action 5. Staff guidance has been reviewed and publicised so that all staff know about the required changes to: o Task A system has been set up to support extended working: via the retirement policy. Recruitment process (application forms, person specs, job information packs, job descriptions, vacancy bulletins, job advertisements, training in Equal Opportunities for panel, agencies advised) o selection processes o pay and non-pay benefits o promotion and career development o training and development o redundancy, based on business needs not age o retirement policy, agreed, flexible & Yes fair o monitoring age or date of birth Ongoing Preparation of a process flow chart and Completed supporting letters o Accurate staff records Ongoing o Flexible employment options Ongoing o Arrangements for reviewing staff Ongoing intentions o Informing staff of employers’ duty to Ongoing consider requests to work beyond 65 o Appeals mechanism Ongoing o Board and non-execs on age discrimination and strategic implications of the legislation Line managers for responsibilities and role in implementation All staff on implications for them as individuals In progress Status Y /N /in progress Ongoing Responsible Person JM/KW Notes Training developed, HR briefing paper prepared for team brief September 06 J Morris K Wilding L Carr L Carr K Wilding L Douglas C Almond L Douglas As above As above As above As above As above Submitted to June Policy review group Ongoing ESR LD meet with JM/AM to discuss the issue of letter templates ESR Ongoing monitoring Ongoing monitoring Regular monitoring of stats ESR Within Flexible Retirement Policy Oct/Nov New Board Lin Douglas Awareness training has been delivered to: o o The harassment policy refers to age discrimination 6. Relevant monitoring information is gathered, analysed and reported to the board 7. Age legislation measures have been In progress In progress Completed Ongoing Completed Lin D/HR Mgrs Meet managers Team Brief Adrian Mercer Dignity at Work Policy will replace this policy Through ESR S:\nicolga\E&D\Age\PCT Age Legislation Checkist as at 20/2/07 – LD/ng mainstreamed as part of overall approach to Equality & Diversity October ‘06 S:\nicolga\E&D\Age\PCT Age Legislation Checkist as at 20/2/07 – LD/ng