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RICHARD DAVIES
COMMUNITY ASSET TRANSFER SUPPORT CONSULTANT
GWENT ASSOCIATION OF VOLUNTARY ORGANISATIONS
SPENT OVER 30 YEARS IN BUSINESS BEFORE ‘RETIRING’
THEN MAKING A ‘COMEBACK’ TO ASSIST SOCIAL ENTERPRISES IN BLAENAU GWENT
AFTER 18 MONTHS AS THE ‘CONDUIT’ BETWEEN BLAENAU GWENT CBC
AND SOCIAL ENTERPRISES WHO APPLY FOR COMMUNITY ASSET TRANSFERS
I HAVE NOW BEEN APPOINTED TO RUN A PILOT PROJECT THROUGHOUT THE 5 COUNTIES OF
‘GWENT’ (Blaenau Gwent, Caerphilly, Monmouthshire, Newport & Torfaen)
MY ‘JOB’ IS TO ADVISE AND ASSIST PUBLIC BODIES IN PRODUCING A
POLICY, PROCEDURE & PROCESS FOR COMMUNITY ASSET TRANSFERS
IN LINE WITH THE WELSH GOVERNMENT NATIONAL ASSET WORKING GROUP DOCUMENT :
Community Asset Transfers in Wales – A Best Practice Guide
http://gov.wales/topics/people-and-communities/communities/community-asset-transfer/?lang=en
IN ADDITION
TO SUPPORT & ADVISE COMMUNITY GROUP APPLICANTS ON HOW TO MAKE
THEIR BUSINESS CASE STRONG ENOUGH TO MEET PUBLIC BODIES CRITERIA
FOR COMMUNITY ASSET TRANSFER
THIS PILOT PROJECT HAS BEEN FUNDED BY THE WELSH GOVERNMENT AND
IF SUCCESSFUL WILL, HOPEFULLY, BE ROLLED OUT THROUGHOUT WALES
WHAT ARE COMMUNITY ASSET TRANSFERS ?
Community Asset Transfers (CATs) are a means by which local Community
Groups can secure an interest in the use of Public Body owned assets
(buildings, land or services) though ownership, lease or licence, to enable
them to deliver local services.
WHAT ARE THE BENEFITS OF COMMUNITY ASSET TRANSFERS ?
SAVINGS TO THE PUBLIC BODIES ?
DISPOSAL OF A PUBLIC BODY ‘HEADACHE’ ?
A CHEAP/FREE PROPERTY TO THE COMMUNITY GROUP ?
ACTUALLY, THE MAIN BENEFIT OF A COMMUNITY ASSET TRANSFER IS ITS
EMPOWERMENT OF THE LOCAL COMMUNITY IN FORGING ITS OWN DESTINY,
RATHER THAN RELY ON LOCAL OR CENTRAL GOVERNMENT TO DICTATE THAT
DESTINY. CREATING OPPORTUNITIES, PROSPERITY AND JOB CREATION.
Ebbw Vale Institute
Promo Cymru
Brynmawr Cinema
Market Hall Cinema Trust
COMMUNITY ASSET TRANSFERS IN PROGRESS IN BLAENAU GWENT
ORGANISATION PROPERTY BUSINESS
Ebbw Vale Cricket Ltd Ebbw Vale Cricket School Cricket Coaching
Rassau Community Centre Ltd Former Rassau Primary School Day Care Nursery
Community activities
Beaufort Hills Community Hall Ltd Community Hall Community Activities
Tredegar Sports & Social Club Tredegar Welfare playing fields and
changing rooms
Incorporating 5 sports clubs to
manage fields and facilities
Hilltop Sports & Social Club Hilltop, Ebbw Vale playing fields and
changing rooms
Incorporating 3 sports clubs to
manage fields and facilities
Beaufort Bowls Club Bowls pavilion and greens Bowls Club
Community Activities
Blaina Rugby & Cricket Clubs Playing fields and changing rooms Joint bid to secure existing facilities
Gwent Wildlife Trust Land and buildings adjacent to
existing premises
Conservation
WHAT IS THE BEST WAY TO COMPLETE A COMMUNITY ASSET TRANSFER
IN AN EFFICIENT MANNER THAT MINIMISES THE RISK TO ALL PARTIES ?
ADOPT A TRIED, TESTED AND SUCCESSFUL PROGRAMME
POLICY – PROCEDURE – PROCESS
TRANSPARENT TO ALL PARTIES
ROBUST PROCESS
STANDS UP TO DUE DILIGENCE
POLICY PROCEDURE CRITERIA
PROCESSAPPLICATIONASSESSMENTAPPROVAL
CRITERIA
COMMUNITY AND VOLUNTARY SECTOR GROUPS
• THE PRIMARY PURPOSE MUST BE ‘REGENERATION OF PROFITS’ *
• MUST HAVE A STRONG BUSINESS PLAN WITH ACHIEVABLE FINANCIAL FORECASTS
• MUST DEMONSTRATE GOOD GOVERNANCE,
BE FULLY INCORPORATED AND CONSTITUTED FOR SOCIAL BENEFIT
• MUST BE OPEN TO AN ‘ALL INCLUSIVE’ VIBRANT COMMUNITY APPROACH AND OPERATE AN
‘EQUALITY OF ACCESS’ POLICY THAT SPECIFICALLY EXCLUDES ‘SINGLE USE’ OPERATIONS. *
• HAVE THE SKILLS AND CAPACITY TO EFFECTIVELY DELIVER SERVICES OR HAVE THE POTENTIAL
TO DEVELOP THOSE SKILLS AND CAPACITIES WITHIN THEIR ORGANISATION.
STAGE REQUIREMENTS
INFORMAL PRE-APPLICATION OUTLINE BUSINESS CASE
• Background of the Third Sector Organisation (TSO)
• Benefit to the Community
• An Organisational Health Check
(Assessment no more than 4 weeks)
STAGE 1:
FORMAL EXPRESSION OF INTEREST FULL BUSINESS PLAN
(inc. Financial Forecasts, Sustainability Plan and Local Consultation Survey)
(Submission within 8 weeks of request)
STAGE 2 :
FULL ASSESMENT OF DETAILED BUSINESS PLAN SUBMISSION AND ASSESMENT OF DETAILED BUSINESS PLAN
(Assessment no more than 8 weeks from receipt)
STAGE 3 :
RECOMMENDATION, DECISION AND COMPLETION Delegated approval or report to Scrutiny Committee and Executive in line
with Councils Disposals and Acquisition Policy
(Assessment normally within 8 weeks subject to timing of committees and
executive meetings (max 16 weeks))
In short the Process can take between 20 and 36 weeks dependent on
submission of the Business Plan and timing of meetings
SOME IMPLICATIONS WITH A C.A.T.
1. Condition of the property
2. Maintenance of the property
3. Existing employees / TUPE
4. Long term planning
SUMMARY
OBLIGATIONS OF THE PARTIES INVOLVED
PUBLIC BODY
To have a Community Asset Transfer POLICY – PROCEDURE - PROCESS in place.
To ensure the Community Asset Transfer Process is completed in a quick and
efficient manner to allow the applicant to ‘get on with their business’.
APPLICANT
To ensure that the Local Authority’s requirements, as outlined in the application
criteria and process, are met comprehensively and in a timely manner.
Consultation Document – ‘Protecting Community Assets’
Recently announced by
Lesley Griffiths, Minister for Communities and Tackling Poverty
This document, which you will have found on your seats, will decide
the Welsh Governments future approach to Public Assets, so I urge
you to respond and to encourage your own colleagues and
networks to do likewise
http://gov.wales/consultations/people-and-communities/protecting-community-assets-consultation/?lang=en (English)
http://gov.wales/consultations/people-and-communities/protecting-community-assets-consultation/?lang=cy (Welsh)
QUESTION & ANSWERS
RICHARD DAVIES
COMMUNITY ASSET TRANSFER SUPPORT CONSULTANT
GWENT ASSOCIATION OF VOLUNTORY ORGANISATIONS
richard.davies@gavowales.org.uk
0772 007 2580
01 443 229 587

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Streamlining approaches to community assets

  • 1. RICHARD DAVIES COMMUNITY ASSET TRANSFER SUPPORT CONSULTANT GWENT ASSOCIATION OF VOLUNTARY ORGANISATIONS SPENT OVER 30 YEARS IN BUSINESS BEFORE ‘RETIRING’ THEN MAKING A ‘COMEBACK’ TO ASSIST SOCIAL ENTERPRISES IN BLAENAU GWENT
  • 2. AFTER 18 MONTHS AS THE ‘CONDUIT’ BETWEEN BLAENAU GWENT CBC AND SOCIAL ENTERPRISES WHO APPLY FOR COMMUNITY ASSET TRANSFERS I HAVE NOW BEEN APPOINTED TO RUN A PILOT PROJECT THROUGHOUT THE 5 COUNTIES OF ‘GWENT’ (Blaenau Gwent, Caerphilly, Monmouthshire, Newport & Torfaen) MY ‘JOB’ IS TO ADVISE AND ASSIST PUBLIC BODIES IN PRODUCING A POLICY, PROCEDURE & PROCESS FOR COMMUNITY ASSET TRANSFERS IN LINE WITH THE WELSH GOVERNMENT NATIONAL ASSET WORKING GROUP DOCUMENT : Community Asset Transfers in Wales – A Best Practice Guide http://gov.wales/topics/people-and-communities/communities/community-asset-transfer/?lang=en
  • 3. IN ADDITION TO SUPPORT & ADVISE COMMUNITY GROUP APPLICANTS ON HOW TO MAKE THEIR BUSINESS CASE STRONG ENOUGH TO MEET PUBLIC BODIES CRITERIA FOR COMMUNITY ASSET TRANSFER THIS PILOT PROJECT HAS BEEN FUNDED BY THE WELSH GOVERNMENT AND IF SUCCESSFUL WILL, HOPEFULLY, BE ROLLED OUT THROUGHOUT WALES
  • 4. WHAT ARE COMMUNITY ASSET TRANSFERS ? Community Asset Transfers (CATs) are a means by which local Community Groups can secure an interest in the use of Public Body owned assets (buildings, land or services) though ownership, lease or licence, to enable them to deliver local services.
  • 5. WHAT ARE THE BENEFITS OF COMMUNITY ASSET TRANSFERS ? SAVINGS TO THE PUBLIC BODIES ? DISPOSAL OF A PUBLIC BODY ‘HEADACHE’ ? A CHEAP/FREE PROPERTY TO THE COMMUNITY GROUP ? ACTUALLY, THE MAIN BENEFIT OF A COMMUNITY ASSET TRANSFER IS ITS EMPOWERMENT OF THE LOCAL COMMUNITY IN FORGING ITS OWN DESTINY, RATHER THAN RELY ON LOCAL OR CENTRAL GOVERNMENT TO DICTATE THAT DESTINY. CREATING OPPORTUNITIES, PROSPERITY AND JOB CREATION.
  • 6. Ebbw Vale Institute Promo Cymru Brynmawr Cinema Market Hall Cinema Trust
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  • 8. COMMUNITY ASSET TRANSFERS IN PROGRESS IN BLAENAU GWENT ORGANISATION PROPERTY BUSINESS Ebbw Vale Cricket Ltd Ebbw Vale Cricket School Cricket Coaching Rassau Community Centre Ltd Former Rassau Primary School Day Care Nursery Community activities Beaufort Hills Community Hall Ltd Community Hall Community Activities Tredegar Sports & Social Club Tredegar Welfare playing fields and changing rooms Incorporating 5 sports clubs to manage fields and facilities Hilltop Sports & Social Club Hilltop, Ebbw Vale playing fields and changing rooms Incorporating 3 sports clubs to manage fields and facilities Beaufort Bowls Club Bowls pavilion and greens Bowls Club Community Activities Blaina Rugby & Cricket Clubs Playing fields and changing rooms Joint bid to secure existing facilities Gwent Wildlife Trust Land and buildings adjacent to existing premises Conservation
  • 9. WHAT IS THE BEST WAY TO COMPLETE A COMMUNITY ASSET TRANSFER IN AN EFFICIENT MANNER THAT MINIMISES THE RISK TO ALL PARTIES ? ADOPT A TRIED, TESTED AND SUCCESSFUL PROGRAMME POLICY – PROCEDURE – PROCESS TRANSPARENT TO ALL PARTIES ROBUST PROCESS STANDS UP TO DUE DILIGENCE
  • 11. CRITERIA COMMUNITY AND VOLUNTARY SECTOR GROUPS • THE PRIMARY PURPOSE MUST BE ‘REGENERATION OF PROFITS’ * • MUST HAVE A STRONG BUSINESS PLAN WITH ACHIEVABLE FINANCIAL FORECASTS • MUST DEMONSTRATE GOOD GOVERNANCE, BE FULLY INCORPORATED AND CONSTITUTED FOR SOCIAL BENEFIT • MUST BE OPEN TO AN ‘ALL INCLUSIVE’ VIBRANT COMMUNITY APPROACH AND OPERATE AN ‘EQUALITY OF ACCESS’ POLICY THAT SPECIFICALLY EXCLUDES ‘SINGLE USE’ OPERATIONS. * • HAVE THE SKILLS AND CAPACITY TO EFFECTIVELY DELIVER SERVICES OR HAVE THE POTENTIAL TO DEVELOP THOSE SKILLS AND CAPACITIES WITHIN THEIR ORGANISATION.
  • 12. STAGE REQUIREMENTS INFORMAL PRE-APPLICATION OUTLINE BUSINESS CASE • Background of the Third Sector Organisation (TSO) • Benefit to the Community • An Organisational Health Check (Assessment no more than 4 weeks) STAGE 1: FORMAL EXPRESSION OF INTEREST FULL BUSINESS PLAN (inc. Financial Forecasts, Sustainability Plan and Local Consultation Survey) (Submission within 8 weeks of request) STAGE 2 : FULL ASSESMENT OF DETAILED BUSINESS PLAN SUBMISSION AND ASSESMENT OF DETAILED BUSINESS PLAN (Assessment no more than 8 weeks from receipt) STAGE 3 : RECOMMENDATION, DECISION AND COMPLETION Delegated approval or report to Scrutiny Committee and Executive in line with Councils Disposals and Acquisition Policy (Assessment normally within 8 weeks subject to timing of committees and executive meetings (max 16 weeks)) In short the Process can take between 20 and 36 weeks dependent on submission of the Business Plan and timing of meetings
  • 13. SOME IMPLICATIONS WITH A C.A.T. 1. Condition of the property 2. Maintenance of the property 3. Existing employees / TUPE 4. Long term planning
  • 14. SUMMARY OBLIGATIONS OF THE PARTIES INVOLVED PUBLIC BODY To have a Community Asset Transfer POLICY – PROCEDURE - PROCESS in place. To ensure the Community Asset Transfer Process is completed in a quick and efficient manner to allow the applicant to ‘get on with their business’. APPLICANT To ensure that the Local Authority’s requirements, as outlined in the application criteria and process, are met comprehensively and in a timely manner.
  • 15. Consultation Document – ‘Protecting Community Assets’ Recently announced by Lesley Griffiths, Minister for Communities and Tackling Poverty This document, which you will have found on your seats, will decide the Welsh Governments future approach to Public Assets, so I urge you to respond and to encourage your own colleagues and networks to do likewise http://gov.wales/consultations/people-and-communities/protecting-community-assets-consultation/?lang=en (English) http://gov.wales/consultations/people-and-communities/protecting-community-assets-consultation/?lang=cy (Welsh)
  • 17. RICHARD DAVIES COMMUNITY ASSET TRANSFER SUPPORT CONSULTANT GWENT ASSOCIATION OF VOLUNTORY ORGANISATIONS richard.davies@gavowales.org.uk 0772 007 2580 01 443 229 587