Skip to content
  2. Learning
  3. BSE useful information

The purpose of this web page is to provide Local Officers with useful templates and guidance in one place. 

If you feel anything is missing please let us know at [email protected]

Your Local Services team

The Local Services team is part of the wider Events team at the BDA. The members of the team tend to work with dedicated local areas so that as local officers you get to know who you are working with.
 
We will help with many aspects of the event management for all local events.

Committee roles

The below documents outline what the roles of the Chair, Secretary and Treasurer entail as well as give an overview of what other roles there can be on the overall committee.

Please note that the tasks assigned to each role can be shared amongst other roles i.e. the Chair can invite speakers as opposed to the Secretary, someone else on the overall committee could liaise with the sponsors etc.

Events

Draft budget - To help with planning your event from a financial point of view to include venue costs, catering (if applicable), AV, speaker fees, delegate costs and any exhibition/sponsorship income.

Speaker agreement - Please send this form to your speaker to complete once they have agreed to present at your event. You can detail here the agreed date, timings, speaker fee (if applicable) and ask the speaker to complete with their session details (aims, objectives, learning content, development outcomes, bio etc). 

Speaker information form - Please send this form to your speakers to complete so you have all their session information in one place if you aren't using the above speaker agreement (although we encourage you to do so).

Event information form - Please use this form to tell us all about your forthcoming events. The form is intended for the Local Officers to complete after obtaining the lecture details from the speaker/s.

External organisation agreement - To be used for all exhibitors and sponsorship agreements you have in place at your events. Please note VAT must be included on any exhibitor/sponsor invoice.

Sponsorship explanation - A sheet for sponsors to explain what they get when sponsoring a Branch or Section event.

Sponsor/exhibitor invoice template

VAT guidance Social events are not VAT exempt and you need to factor VAT into your social event costs.

Speaker expense claim form - Paid locally

Speaker expense claim form - Paid centrally (i.e. when funds held centrally in a deposit account)

Staying in touch form - Useful to have at local events to ensure all attendees are receiving information about your forthcoming events. Dental professionals can either complete the form or update their details directly via their own "My BDA" page at https://www.bda.org/mybda/dashboard (login required)

Annual General Meetings

Agenda template - Please use this form as a template for your agenda which we can then upload onto the web page for the AGM and send to members in advance of your AGM.

Model Branch rules

Model Section rules

GDPR

All BDA branches, sections, groups, divisions and young dentist groups are acting on behalf of the BDA, and as such you do not need to be registered or have a data controller, the BDA’s Data Protection Officer is the data controller. Any data collected and used by the BDA at a local level is BDA data and the BDA centrally at head office therefore needs to be looking after and storing this data. Please read the GDPR guidance and FAQ's below.

Frequently asked questions