Advice Resources

On this page you can find CTA’s Advice Resources (previously known as our Advice Leaflets). These are in-depth resources which cover a wide range of topics relating to the operation of community transport. If you need more information, or if you can’t find the information you’re looking for, you can call CTA’s Advice Service on 0345 130 6195 or take a look at our Frequently Asked Questions page.

The Community Transport Association has made every effort to ensure the accuracy of the information contained within the leaflets but it should be noted that they are only guides and should be treated as such.

Take a look at our newest resources below, or search for the information you want further down the page.

New and Updated Advice Resources

Driver Licensing

These updated resources cover driver licensing – the licences and training required for different types of community transport activities. There is distinct information for Great Britain and Northern Ireland, as they have different regulations and guidance. Each How to Guide includes a flow-chart to understand what licenses your drivers need as well as more information on those licenses including renewals and checks.

Access the resources here

Recruiting and Supporting Volunteers

Volunteers play a crucial role co-ordinating and delivering community transport services across the UK. This new suite of tools and resources will explore third sector best practice in volunteer recruitment and retention and  are designed to enable community transport operators to bring on board the time, experience and skills of volunteers which will be vital to sustaining services in the short, medium and long term.

Access the resources here

Permits and Operator Licensing

When using a minibus or an MPV, an organisation is considered an ‘operator’ and needs the right permit or licence to run its services. Permit and operator licensing is different to a driver’s licence, as it doesn’t relate to an individual, rather to a service. In the case of community transport, most services are run under a permit, rather than a licence.

Understanding what you need to make your service compliant can be confusing for both new and longstanding CT operators. We’ve developed this suite of resources to help you navigate what your service needs and how to access it.

Access the resources here

Setting up a Volunteer Car Scheme

CTA has worked closely with its members to develop a toolkit to help communities and organisations set up and successfully sustain a volunteer car scheme. Setting up a volunteer car scheme is something that will certainly have an important impact on your community. All over the UK, volunteer car schemes are making sure that people can get to the places they want and need to be, providing such an important life line to so many.

Access the toolkit here

Setting up a community eBike scheme

Increasing numbers of Community Transport operators are delivering eBike hire and share schemes to encourage and expand access to active travel. This new resource sets out what these schemes can look like, how to access relevant funding and examples of best practice from Scotland and Wales.


Accessing Funding for Community Transport

Funding is more important than ever for community transport providers, especially as they continue to recover from the effects of lock-down and begin to re-start their services. These are challenging times, so it’s become even more important than normal to review your funding streams and consider looking for new opportunities to bring money into your organisation to diversify your income over the coming months. Our new suite of resources, developed by CTA’s Connecting Communities in Wales project, look at what you need to consider when searching for funding.

Access our new funding resources here.

Risk Assessment and Risk Management

All organisations have a responsibility to keep their staff, volunteers, and customers safe. A key element in ensuring that safety is mapping and understanding the things in your organisation which might put people at risk, and how to control them – this is known as risk management. CTA have worked with our members to develop a suite of resources to help you to do this in your organisation including COVID-19 specific resources for members who are re-starting services they’ve previously been unable to run. 

Access our new risk assessment and risk management resources

Operator Policy Templates

CTA has created 11 brand new policy templates for CT operators to utilise when setting up or reviewing their working practices. Here you will find policies from safeguarding to cash handling, anti-bribery, volunteering and vulnerable adult care templates which can be used in-house within your organisation.



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All Leaflets

    • Criminal Record Checks (750 KB)
    • Driver Daily Check Sheet (18 KB)
    • Drivers Reaching 70 (737 KB)
    • Gaining a PCV-D1 Entitlement (673 KB)
    • Guide to VAT (1,022 KB)
    • Health and Safety – An Introduction (783 KB)
    • Health and Safety Policy (814 KB)
    • Health and Safety Risk Assessments (757 KB)
    • Insurance – Motor Vehicles (722 KB)
    • Insurance – Organisational (658 KB)
    • Legal Structures (770 KB)
    • Medical Exemption Certificates (762 KB)
    • Minibuses And Overloading (821 KB)
    • Model Health and Safety Policy (25 KB)
    • MOT (774 KB)
    • Oxygen Cylinders (741 KB)
    • Road Speed Limiters (767 KB)
    • Seat-belts and child restraints (cars) (781 KB)
    • Seat-belts and child restraints (minibuses) (210 KB)
    • Setting up a community transport service (895 KB)
    • Tachographs (794 KB)
    • Transport Manager CPC (163 KB)
    • Transport Needs Questionnaire (20 KB)
    • Vehicle Defect Form (17 KB)
    • Vehicle Excise Duty (796 KB)
    • Vehicle Log Sheet (50 KB)
    • Vehicle Maintenance Requirements – GB (882 KB)
    • Vehicle Maintenance Requirements NI (876 KB)
    • Vehicle Registration (736 KB)
    • Vehicle Safety Inspection Form (20 KB)
    • Wheelchair Risk Assessment (757 KB)