Development Trusts

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Transcript Development Trusts

Registered Charity: 1149697
Company No. 8107118
Bournemouth 2026 Trust
Gladstone Mews
Boscombe Forum
Debbie Clifton
Development Manager and Company Secretary
Bob Boulton
Chair of Trustees
Presentation
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What is the Bournemouth 2026 Trust all about
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What is a Community Land Trust
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Gladstone Mews
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Questions
Evolution Timeline
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Local Strategic Partnership to Trust
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Local Strategic Partnership - 1999
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Bournemouth Partnership - 2000
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Bournemouth 2026 partnership – 2006 onwards
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Reviewed in 2011
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Became Bournemouth 2026 Trust – June 2012
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Registered Charity – November 2012
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First AGM – September 2013
What is the Bournemouth 2026 Trust?
An independent charitable trust with the
functions of a:
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Development Trust and
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Community Land Trust
for Bournemouth and surrounding area
evolved from the Bournemouth 2026 Partnership
What is a Development Trust?
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Development Trusts are community
organisations created to enable sustainable
development in their area.
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They use self-help, trading for social purpose,
and ownership of buildings and land, to bring
about long-term social, economic and
environmental benefits in their community.
What is Bournemouth 2026 for?
Our purpose is to make a lasting and worthwhile
difference to the overall quality of life in Bournemouth.
The vision for Bournemouth is a thriving town that is
inclusive, fun, safe, healthy and green.
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To be a town that values and listens to its residents
To promote healthy lifestyles, prevent ill health and reduce
health inequalities
To be a safe town with inclusive and vibrant neighbourhoods
To be a town with strong businesses that provides quality jobs
To have a sustainable environment with well designed,
affordable housing and a well used public transport system
Our role is to help make that happen.
How is it governed?
For the first time Bournemouth 2026 has a
clear and accountable ‘Trust’ structure:
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Registered Charity
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Company limited by guarantee
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Volunteer Trustees (Board of Directors)
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Membership
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Formal agreement with Bournemouth Council
Who are the Trustees?
Viv Aird
Bournemouth CVS
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Martin Broad
Bourne Spring Trust/BIAC
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Adnan Chaudry
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Dorset Race Equality Council
Martin Hancock
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BCHA
Blair Crawford
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YMCA
Councillor Jane Kelly *+
Bournemouth Borough Council
Angela Pooley +
Chair, SUSTAIN & East Dorset Friends
of the Earth
Andrew Glatter
Bournemouth & Poole College
Keith Lancing
Treasurer
Bob Boulton
Chair of Trustees
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Debbie Clifton
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* Appointed by Bournemouth BC
Company Secretary
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Previously LSP Board member
Who are the Members?
Trust Membership Scheme
Types of members: (80+ currently enrolled)
Annual Fee
•Full Supporting
•Affiliate Membership
•Voluntary & Community org over £10k
•Voluntary & Community org under £10k
•Individuals
•Youth Membership
Membership application via
www.bournemouth2026.org.uk
£1000
£100
£50
£free
£free
£free
Why is it called Bournemouth 2026?
Became Bournemouth 2026 following development
of ‘20 year vision’ for the town
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Brought together public sector, businesses,
community & voluntary partners
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Free to join – applications invited from all
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Provided a structure to enable partners to
coordinate & inform joint delivery of services &
gives the community a voice in shaping services
and strategies
What has it done for us?
Through Bournemouth Partnership activity:
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50% reduction of arson/deliberate fires since March 2007.
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Over 1,400 domestic violence offenders brought to justice.
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Improved services for survivors of domestic violence.
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Free customer care skills for 119 tourism/travel/leisure businesses.
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Over 14,000 young people screened for chlamydia and supported.
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Over 1,700 previously inactive now physically active and healthier.
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Over 2,300 households have been lifted out of fuel poverty.
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Young People not in education, employment or training reduced to 4.4%
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Over 240 people intensive supported to help them into employment.
What ‘powers’ does it have?
Bournemouth 2026 Trust:
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Has no legal powers
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Governed by charity and company law
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Trustees are accountable to
membership
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Strong & active relationship with Council
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Excellent links with all sectors
How is it funded?
Past – dependant upon:
•Grants
from local/central government
•Contributions
•Reward
from members
grants (LPSA/LAA)
Future - sustainable:
•Investing
•Business
legacy of reward grants following past successes
plan 2013 - 2016
•Membership
•Support
fees
from key organisations – e.g Health
Why do we still need Bournemouth 2026?
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Austerity = less capacity & service reductions
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Activity can be reactive/short term intervention
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Ongoing need for co-ordination and engagement
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Build on legacy + improved outcomes
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Modernised approach to partnership working
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Corporate body with freedoms and flexibility
How does the Trust work with the Council?
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Aligned priorities and activities
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‘Trusted Partner’ – corporate entity
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Council appointed Trustee - Councillor Jane Kelly
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Use existing channels/processes where possible
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Geographic Priorities involve Ward Councillors
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Concordat outlines key issues
What is the Trust doing?
Business Plan:
Published our 3 year plan – 2013 – 2016
Four Priorities:
Legacy from former partnership arrangements
Widespread consultation
Both 2011 & 2012 Conferences reaffirmed them
Bournemouth Community Vision:
Formerly Sustainable Community Strategy
What are your priorities?
Geographic:
Boscombe
West Howe
Thematic:
Young people realising their full potential
Turnaround ‘Families Matter’
Why Boscombe?
Strategic Assessment – key issues:
 ‘Most deprived’ super output area in south west
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Deprivation levels are getting worse
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Unless action is taken deterioration will continue
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Welfare reforms may exacerbate problems
Priorities:
 Housing
 Employment and Enterprise
 Environment
 Crime
 Health
 Education and Attainment
What are you doing about the issues?
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Created Boscombe Regeneration Partnership
 Key agencies
 Committed to deal with priorities
 Ground level activities
Provided evidence & pump priming funding - £35k
Developed a clear vision for Boscombe
“Boscombe has welcoming, diverse, safe and clean
neighbourhoods that people are proud of, offering positive
opportunities for all and an arts and heritage inspired
creative buzz.”
Boscombe CiC
 Social Enterprise Company
 Represents diverse groups
 Drive positive change and regeneration
What is the Trust doing in Boscombe?
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Employment and Enterprise
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Community Assets Commission
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Enterprising Bournemouth project
Provide enterprise support
European funding
Enterprise initiatives for Young People
Maximise use/support to community facilities
Art, cultural and creative activities
Housing
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Gladstone Mews Scheme – 11 new family homes
Registered Charity: 1149697
Company No. 8107118
Gladstone Mews
Debbie Clifton
Development Manager and Company Secretary
What is a Community Land Trust?
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A non-profit, community organisation
developing affordable housing or other assets
that may be needed to address local need.
Range in size, can be rural or urban, provide a
variety of housing tenures, other community
facilities, including workspaces, energy
generation, community food, farming and
even pubs
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Based on separating the value of buildings
from land they stand on and, in the case
of shared-ownership homes, fixing the
resale percentage.
Holds assets in trust for long-term
community benefit.
The income streams generated from our
assets are protected and used to keep
assets permanently affordable, for longterm community benefit.
What is the Gladstone Mews Scheme?
In partnership with Bournemouth Borough Council
Two aspects to scheme:
1. Housing:
 11 high quality affordable eco homes with
gardens
 Accessible bungalow for wheelchair user
 Targeted at young families, first time buyers
 Entirely funded via £1.5 million 0% loan from
Dorset LEP
2. Restoration Grade II listed building to a
creative industries hub
How is Gladstone Mews different?
Site owned by Bournemouth Borough Council
Construction of homes/refurbish Hub by contractor
Creative Hub completion – May
Homes completion – June
Transfer to Community Land Trust
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Whole site will be owned by Bournemouth 2026 Trust:
Creative Hub, land and homes
Homes sold to local people under a strict criteria
LEP loan repaid from sales revenue
Added benefits
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Community orchard and allotments for residents
of Gladstone Mews to grow their own fruit and
vegetables and to add to their sense of
community
Latest fire safety sprinklers built in
Higher quality than standard affordable homes
Eco homes, solar PV cells, low utility bills, code 4
Rapid electric vehicle charging point
Co-wheels community car club electric car to be
on site
Lease means can’t be sold on open market or
sublet, will always benefit local community
Site Plan
Available properties
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8 x 2 bed houses @ £117,000 (MV £180,000)
1 x 2 bed house @ £114,000 (MV £175,000)
1 x 2 bed bungalow @ £120,000 (MV £185,000)
1 x 3 bed detached house @ £146,000 (MV
£225,000)
NB Based on November 2013 valuation, to be revised shortly
New sale prices to be available on 1st April 2014
How big are the homes?
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The sizes will be on the brochure to be released
by 1st April
The homes are built to Homes and Community
Agency affordable home sizes
3 bed – 89sqm
2 bed bungalow – 73sqm
2 bed houses – 72sqm
Mean size of average new 3 bed house is
88.5sqm, in SW is 87sqm (Royal Institute of Bristish
Architects report Sept 11)
How does shared ownership
work?
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Example House Value £180,000
Buyers 5%
deposit
£5,850
£63,000
£111,150
(60%)
Shared ownership
£9,000
35%
owned
By Bmth
2026 Trust
£171,000
(95%)
Mortgage
Open market
Example of monthly property
payments on £180,000 home
Service charge
 Rent on 35% share
 Mortgage on 60% share
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£20
£60
£650
£730
Overtime buyer can staircase to own 80%
NB Based on approximate costs of 2 bed home
Criteria to buy home
Must have a local connection
 Immediately prior to acquisition been continuously resident
for 11 months in last 12 months or at least 10 years in last
20 years
 Be in employment or accepted an unconditional offer of
employment in the wards
 Demonstrate a family connection (mother, father, son or
daughter) to the ward for a period of 10 years
Must be unable to afford a similar property on the open
market
Be employed on a permanent contract or self employed with 3
years accounts
Have minimum of 5% deposit
Not own or have interest in a 2nd property
Release dates
14th April
1
5th May
26th May
3
16th June
Dorset
Whole of
Bournemouth
Wards
surrounding
Boscombe
Boscombe
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4
All releases close on 6th
July 2014
Allocation
Online application form available by 1st
April.
 The homes are allocated by Bournemouth
2026 Trust according to allocations policy
agreed by Bournemouth Council.
 A waiting list of applicants for resale
homes will be maintained by Bournemouth
2026 Trust
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Priority order
Applications who meet the criteria will be
considered in following order:
1. First time buyers
2. People living in overcrowded property
3. Housing association or Council tenants
releasing accommodation
4. Housing register applicants
Accessible bungalow
priority order
Applications who meet the criteria will be
considered in following order:
1. Wheelchair user currently living in
unsuitable accommodation
2. First time buyers
3. People living in overcrowded property
4. Housing association or Council tenants
releasing accommodation
5. Housing register applicants
What happens after they are sold?
Gladstone Mews Management Company being set up to
manage the communal areas eg allotments, orchard, road, etc
and for shared costs eg building insurance, sprinkler
maintenance, etc
Management Company to include representation by
Bournemouth 2026 Trust, Gladstone Mews resident rep and
Old School House Hub manager
Builder responsible for grounds maintenance for 12 months
If an owner wants to sell their property we will identify a
suitable buyer from our waiting list. They cannot be sold on
the open market.
Owners can overtime buy more share in the property up to
80%
10 year NHBC cover
What next for CLT…
Fernheath Community Sports Pavilion in
West Howe with Fernheath Community
Sports Association & West Howe Football
Club
 To identify next affordable housing project
in Boscombe area
 Take ownership of Creative Industries hub
in approximately 12 months time
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Registered Charity: 1149697
Company No. 8107118
Phone: 07795557890
Website:
www.bournemouth2026.org.uk/gladstonemews
Email: [email protected]
Shelley Manor Medical Centre, Beechwood
Avenue, Bournemouth BH5 1LX
Bournemouth Trust – Charitable Objects
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The promotion for the benefit of the public of urban or rural
regeneration in areas of social and economic deprivation and in
particular in Bournemouth & surrounding areas by all or any of the
following means:
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the creation of training and employment opportunities by the provision
of workspace, buildings, and/or land for use on favourable terms.
the provision of housing for those who are in conditions of need and
the improvement of housing in the public sector or in charitable
ownership provided that such power shall not extend to relieving any
local authorities or other bodies of a statutory duty to provide or
improve housing.
the protection or conservation of the environment and the prudent use
of resources.
To develop the capacity and skills of the members of the socially
and economically disadvantaged community of Bournemouth and
surrounding area in such a way that they are better able to
identify, and help meet, their needs and to participate more fully
in society.
Such charitable purposes the trustees may determine.