Transcript Title here

Rhaglen Trosglwyddo Asedau
Cymunedol
Community Asset Transfer
Programme
@BigLotteryWales @LoteriFawrCymru
#CATfund
Andrew Owen
Pennaeth Ariannu
Head of Funding
#CATfund
Agenda
1. CAT2
 Janet Thickpenny, Ymgynghorydd Polisi a Dysgu / Policy & Learning Adviser
•
Programme background and overview
 Tina Cottrell, Rheolwr Ariannu / Funding Manager
•
Gwybodaeth Ymgeisio / Application Information
 Matt Smith, Ymgynghorydd Technegol / Technical Advisor
•
Gofynion Cyfalaf / Capital Requirements
2. Mick Ramsey, Glyn Wylfa
3. Cwestiynau / Questions
4. Cymhorthfa un i un / One to one surgery
#CATfund
Janet Thickpenny
Ymgynghorydd Polisi a Dysgu, Cymru
Policy and Learning Adviser, Wales
#CATfund
Cefndir
Background
• Y galw am ariannu gan CAT • Demand for CAT Funding
• Ymgynghori â budd-ddeiliaid • Stakeholder Consultation
• Adolygu strategaethau a
pholisïau
• Review of strategies and
policies
#CATfund
Amcan
Aim
Cefnogi trosglwyddo asedau i: Support asset transfer to:
• Greu cymunedau mwy
cynaliadwy
• Gwella gwasanaethau a
chyfleusterau
• Cynnwys y cymunedau a fydd yn
elwa
• Creu ffrydiau incwm lluosog
• Ystyried effeithiau
amgylcheddol, cymdeithasol ac
economaidd eu gwaith
• Create more sustainable
communities
• Improve services and facilities
• Involve the communities that
benefit
• Generate multiple income
streams
• Consider the environmental,
social and economic impacts
of their work
#CATfund
Egwyddorion
Principles
#CATfund
Canlyniadau
Outcomes
1. Cryfhau annibyniaeth a
hyfywedd ariannol mudiadau
trydydd sector
1. Strengthen the independence
and financial viability of
third sector organisations
2. Gwella gwaith partneriaeth
rhwng sectorau
2. Improve partnership working
between sectors
3. Adfywio cymunedau a
chynaladwyedd economaidd
3. Regeneration and economic
sustainability of communities
4. Adeiladu gallu cymunedau i
ddatblygu asedau ac ymdrin â
heriau
4. Build capacity of
communities to develop
assets and address challenges
#CATfund
Cymhwysedd / Eligibility
Pwy all ymgeisio?
• Trydydd Sector yn arwain
Pa asedau sy’n gymwys?
• Asedau sector cyhoeddus,
preifat a sectorau eraill
•Adeiladau
•Tir
Who can apply?
• Third Sector lead
What assets are eligible?
• Public , private and other
sector assets
• Buildings
• Land
• Nil –cost transfer
• 99-year lease
•Trosglwyddo am ddim cost
•Prydles 99 mlynedd
•Ffrydiau incwm lluosog
•Defnydd cymysg
•Multiple income streams
•Hygyrch i’r gymuned ehangach •Mixed use
•Accessible to wider
community
#CATfund
Gwybodaeth
Information
•
•
•
•
Monitro
Gwerthuso Allanol
Cefnogaeth Fusnes
Cymorth Gwladwriaethol
•
•
•
•
Monitoring
External Evaluation
Business Support
State Aid
#CATfund
Tina Cottrell
Rheolwr Ariannu
Funding Manager
#CATfund
Y broses ymgeisio
Application process
Proses Dau Gam
Two Stage Process
• Cam un
- ffurflen gais
- cynllun cyflwyno prosiect cyfalaf cam
cynnar
Canlyniad: Dyfarniad grant datblygu a
gwahoddiad i gam dau
• Stage one
- application form
- early stage capital project
delivery plan
Outcome: Development grant award
and invite to stage two
• Cam dau
- cynllun prosiect
- cynllun cyflwyno prosiect cyfalaf
manwl
Canlyniad: Dyfarniad grant llawn
• Stage two
- project plan
- detailed capital project
delivery plan
Outcome: Full awards made
• Proses Gystadleuol
• Competitive Process
#CATfund
Faint gallwch ymgeisio amdano?
How much can you apply for?
Isafswm /
Minimum
Datblygu Cyfalaf /
Capital
Development
Uchafswm /
Maximum
£0
£50,000
Cyfalaf /
Capital
£250,000
£800,000
Refeniw /
Revenue
£50,000
£300,000
£300,000
£1,150,000
Cyfanswm Grant
Cyfunedig*
Combined Total
Grant*
• Hyd y grant rhwng dwy a phum mlynedd
• Grant length between two and five years
#CATfund
Arian cyfalaf
Capital funding
•
•
•
•
•
Arian Datblygu
Gwaith adeiladu
Estyniadau
Adeiladau newydd
Prynu cyfarpar
Development Funding
Building works
Extensions
New build
Purchase of equipment
#CATfund
Arian refeniw
Revenue funding
Cyflogau
Salaries
Recriwtio a Hyfforddiant
Recruitment and Training
Marchnata a chyhoeddusrwydd Marketing and publicity
Monitro a gwerthuso
Monitoring and evaluation
Costau cyffredinol
Overheads
Ariannu wedi’i dapro
Tapered funding
#CATfund
Beth sy’n creu cais da?
What makes a good application?
• Angen
• Need
• Canlyniadau
• Outcomes
• Ymagwedd
• Approach
• Gallu
• Capability
#CATfund
Rhai ystyriaethau…
Some considerations...
• Gofynion Trosglwyddo Asedau
• Asset Transfer Requirements
• Gwaith Partneriaeth
• Partnership Working
• Cyllideb y prosiect
• Project budget
• Ffynonellau ariannu eraill
• Other sources of funding
• Graddfeydd amser
• Timescales
• Cynaladwyedd
• Sustainability
#CATfund
Matt Smith
Ymgynghorydd Cyfalaf
Capital Adviser
#CATfund
Egwyddorion Cyffredinol
General Principles
• Sicrhau arfer gorau –
RIBA 2013
• Assurance of best practice –
RIBA 2013
• Ymagwedd dau gam
•Cam 1 – Dymuniad
•Cam 2 – Cynnyrch terfynol
• Two-stage approach
•Stage 1 – Aspiration
•Stage 2 – Final product
#CATfund
Cynllun Cyfalaf Cam Cynnar
Early Stage Capital Plan
• Adrannau 1 a 2 – Gwybodaeth
• Sections 1&2 - General project
brosiect gyffredinol
Information
• Adran 3 – Perchnogaeth ar Dir /
• Section 3 - Land / Building
Adeiladau
ownership
• Adran 4 – Caniatadau Statudol
• Section 4 - Statutory Consents
• Adran 5 – Arfarniad Opsiynau
• Section 5 - Options Appraisal
• Adran 6 – Gwybodaeth Ddylunio
• Adran 7 – Strategaeth rheoli
prosiect amlinellol
• Section 6 - Design Information
• Section 7 - Outline project
management strategy
• Adran 8 – Cyllideb gyfalaf
• Section 8 - Capital budget
#CATfund
Cynllun Cyfalaf Cam Cynnar
Early Stage Capital Plan
Adrannau 1 a 2 - Gwybodaeth
Sections 1&2 - General project
brosiect gyffredinol
• Crynodeb Gweithredol
• Maeth, oedran, lleoliad, cyflwr,
maint, defnydd cyfredol
Information
• Executive Summary
• Type, age, location, condition,
size,
current use
Adran 3 – Perchnogaeth ar Dir
• Bydd ein hariannu’n hwyluso’r
trosglwyddiad
• Gall y trosglwyddiad fod ar ffurf
rhydd-ddaliad neu brydles
• Tystiolaeth o berchnogaeth
• Prisiad marchnad annibynnol
Section 3 – Land Ownership
• Our funding is to facilitate the
transfer
• Transfer can be freehold or
leasehold
• Evidence of ownership
• Independent market valuation
Cynllun Cyfalaf Cam Cynnar
Early Stage Capital Plan
Adran 4 – Caniatadau Statudol Allweddol
• Caniatâd Cynllunio
• Caniatâd Adeilad Rhestredig
• Cymeradwyaeth Rheoliadau Adeiladu
• Caniatadau Eraill
Section 4 – Key Statutory Consents
• Planning Consent
• Listed Building Consent
• Building Regulations Approval
• Other Consents
Adran 5 – Arfarniad Opsiynau
• Symbylir gan angen - nid adeiladau
• Ystyried nifer o opsiynau
• Hyfywedd ariannol
• Risgiau cysylltiedig
• Cyfateb i’r angen
Section 5 – Options Appraisal
• Need driven – not building driven
• Consider a number of options
• Financial viability
• Associated risks
• Fit with the need
#CATfund
Cynllun Cyfalaf Cam Cynnar
Early Stage Capital Plan
Adran 6 – Gwybodaeth Ddylunio
Section 6 – Design Information
• Y brîff dylunio
- Egwyddorion dylunio
• The design brief
- Design principles
• Ffotograffau a gwybodaeth o
• Photographs & survey
arolygon
information
• Cynaladwyedd Adeiladau
• Building Sustainability
#CATfund
Cynllun Cyfalaf Cam Cynnar
Early Stage Capital Plan
Adran 7 – Strategaeth Rheoli Prosiect
Amlinellol
• Rhaglen gwaith cyfalaf
• Gweithiwr proffesiynol arweiniol a’r tîm
proffesiynol yn y dyfodol
• Ystyried costau, risg, rheoli newid yn
gynnar
• Ystyried y llwybr caffael yn gynnar
Section 7 – Outline Project Management
Strategy
• Capital programme of works
• Lead professional and future professional
team
• Early consideration of cost, risk, change
management
• Early consideration of the procurement
route
Adran 8 – Cyllideb Gyfalaf – Taenlen Gostau
• Cost arfaethedig trosglwyddo’r ased
• Cost adeiladu
• Gosodiadau, ffitiadau a chyfarpar
• Ffioedd proffesiynol
• Costau eraill
• Swm wrth gefn
• TAW anadferadwy
Section 8 – Capital Budget – Cost
Spreadsheet
• Proposed asset transfer cost
• Construction cost
• Fixtures, fittings and equipment
• Professional fees
• Other costs
• Contingency
• Non-recoverable VAT
Costau Datblygu
Development Costs
Costau a dalwyd rhwng
Costs incurred between
Camau 1 a 2
Stage 1 and 2
• Ffioedd Proffesiynol
• Professional Fees
• Arolygon Cyfalaf
• Capital Surveys
• Cyngor ar TAW
• VAT Advice
• Ffioedd statudol
• Statutory fees
#CATfund
Amserlen ar gyfer Rownd 1
Round 1 Timescales
Terfyn amser ar gyfer ceisiadau cam un hanner dydd ar 20 Mai 2015
Deadline for stage one applications at noon on 20th May 2015
Hysbysir ymgeiswyr am y penderfyniad erbyn mis Hydref 2015. Caiff ymgeiswyr
llwyddiannus cam un eu gwahodd i ddatblygu ceisiadau cam dau
Applicants advised of decision by October 2015. Successful stage one applicants
will be invited to develop stage two applications
Datblygir ceisiadau cam dau rhwng Tachwedd 2015 ac Ebrill 2016
During Nov 2015 to April 2016, stage two applications developed
13 Ebrill 2016 yw’r terfyn amser ar gyfer ceisiadau cam dau
Deadline for stage two applications is 13 April 2016
Pwyllgor y Rhaglen CAT2 yn cwrdd mis Hydref 2016 ac yn dyfarnu grantiau llawn i brosiectau Rownd 1
CAT 2 Programme Committee meets October 2016 and awards full funding to Round 1 projects
Prosiectau’n dechrau o fewn 6 mis ar ôl derbyn y grant
Projects start within 6 months of grant acceptance
ROWND 2 YN LANSIO MAWRTH 2016---Terfyn amser cam un Medi 2016----Terfyn amser cam dau Gorffennaf 2017
ROUND 2 LAUNCHES MARCH 2016---Stage one deadline Sept 2016----Stage two deadline July 2017
Awgrymiadau defnyddiol
Top tips
• Y Broses Trosglwyddo Asedau
• Asset Transfer Process
• Trosglwyddiad wedi’i gynllunio a’i gefnogi
• Planned supported transfer
• Sicrhau Bwrdd priodol
• Getting the Board right
• Trosglwyddo a rheoli staff
• Transferring and managing
staff
• Diwylliant sector cyhoeddus
• Public sector culture
#CATfund
Awgrymiadau defnyddiol
Top tips
• Materion cyfalaf
• Capital issues
• Costau rhedeg realistig
• Realistic running costs
• Symud o gyllideb ganolog
• Moving from centralised
budget
• Derbyn cyngor da
• Getting good advice
• Cysylltiadau a dysgu
gweithredol rhwng prosiectau
• Links and active learning
between projects
#CATfund
A CAT Case Study
Mick Ramsey,
Chairman,
Glyn Wylfa
Astudiaeth Achos CAT
Mick Ramsey,
Cadeirydd,
Glyn Wylfa
#CATfund
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Mick Ramsey – Chairman / Cadeirydd, Glyn Wylfa
Ymddiriedolaeth Ddatblygu Glyn Wylfa
History / Hanes
Pre / Cyn 2005 Conventional council estate office and maintenance depot / Swyddfa stad y cyngor a storfa
cynnal a chadw
2005 Closed and vacated / Ar gau ac yn wag
2007 Concerns within Chirk community as to what Wrexham C.B.C. wanted to do with the site. Outline
planning application submitted / Pryder yn y gymuned yn y Waun ynghylch cynlluniau C.B.S. Wrecsam i’r
safle. Cyflwynwyd cais cynllunio bras
October / Hydref 2008 Proposal for the securement of the old council estate office presented by Chirk Town
Council / Cyflwynwyd cynnigiad gan Gyngor Tref y Waun i ddiogelu hen swyddfa’r cyngor
June / Mehefin 2009 Feasibility study commissioned by W.C.B.C. and carried out by Hyder Consulting (UK) Ltd.
This identified possible uses for the site / Comisiynwyd astudiaeth ddichonolrwydd gan C.B.S.W. a gyflawnwyd
gan Hyder Consulting (UK) Cyf. Cafwyd awgrymiadau am wahanol ddatblygiadau i’r safle
October / Hydref 2009 Open meeting held to explore local interest / Cafwyd cyfarfod agored i gael ymateb leol
November / Tachwedd 2009 First meeting held: organisation defined as Glyn Wylfa Ltd. / Cyfarfod cyntaf:
penderfynydd galw’r anturiaeth gymdeithasol yn Glyn Wylfa Cyf.
March / Mawrth 2010 Register as Development Trust, agree governance/legal status, evidence to W.C.B.C.
Corporate Land & Buildings / Cofrestru fel Ymddiriolaeth Ddatblygol, cytuno ar lywodraeth a statws
gyfreithiol, tystiolaeth i Gorffolaeth Tir ac Adeiladau C.B.S.W.
March / Mawrth 2011 Identify possible sources of revenue and capital funding, Identify proposed uses,
present a business plan to Executive Board of W.C.B.C. / Nodi posibilrwydd cyllid refeniw a chyfalaf, cyflwyno
cynllun busnes i Fwrdd Gweithredol C.B.S.W.
Wrexham Council Executive Board agreed we could apply for C.A.T. funding / Bwrdd Gweithredol Cyngor
Wrecsam yn caniatau i ni gynnig am gyfalaf gan C.A.T.
Ymddiriedolaeth Ddatblygu Glyn Wylfa
C.A.T. Application / Cais C.A.T
•
March / Mawrth 2011 Stage 1 application for C.A.T. Round 3 submitted / Cyflwyno cais cam 1af Rownd 3 i
C.A.T.
•
July / Gorffenaf 2011 Stage 1 application accepted and invitation to submit stage 2 application / Ateb
cadarnhaol i’r cais 1af a gwahoddiad i gyflwyno cais 2
•
Professionals employed / Cyflogi proffesiynwyr
•
Project manager / Rheolwr prosiect
•
New more detailed plans produced / Cynlluniau newydd mwy manwl
•
New project cost / Costau mwy trylwyr o’r prosiect
•
Change of design / Newid y cynllun
•
Planning permission and Building Regs / Caniatad cynllunio a rheolau adeiladu
•
January / Ionawr 2012 Stage 2 application for C.A.T. Round 3 submitted / Cyflwyno cais 2 Rownd 3 i C.A.T.
•
June / Mehefin 2012 Acknowledgement that stage 2 bid successful / Cadarnhad fod cais 2 yn llwyddiannus
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Refurbishment / Adnewyddu
•
18th July 2012 – Reply accepting offer and terms & conditions / Gorffenaf 18ed 2012 – Cadarnhau ein
bod yn derbyn y cynnig a’r telerau ac amodau
•
August 2012 – October 2012 - Tender process completed / Awst 2010 – Hydref 2012 – Cwblhau’r
broses tendro
•
12th November – Start of refurbishment work / Tachwedd 12ed – Dechrau ar y gwaith adnewyddu
•
Café completed March 2013 / Cwblhau’r caffi Mawrth 2013
•
House - May 2013 / Mai 2013 – Y ty
•
Block C - July 2013 / Gorffenaf 2013 – Bloc C
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Other activities during refurbishment / Gweithgareddau eraill yn ystod yr adnewyddu
25 year lease from W.C.B.C. / Prydles 25 mlynedd gan C.B.S.W.
Logo designed / Dylunio logo
Publicity material produced / Cynhyrchwyd hysbysebion cyhoeddusrwydd
E-mail address and web site established / Sefydlu cyfeiriad e-bost a wefan
Gas supply connected to property / Cysylltu cyflenwad nwy i’r safle
Recruitment advertisements published / Cyhoeddwyd hysbysebion recriwtio
Café equipment identified / Penderfynu ar offer i’r caffi
Commercial letting agent appointed / Penodi asiant gosod masnachol
Applied for grant funding / Cynnig am grantiau cyllid
Sign erected on site / Codwyd arwydd ar y safle
Insurances / Yswiriant
Decided on menu / Penderfynu ar fwydlen
Loan from W.C.B.C. / Benthygiad gan C.B.S.W.
Contact with Police Authority / Cysylltu ac Awdurdod yr Heddlu
Public consultation / Ymgynghoriad cyhoeddus
Telephone system / System ffon
Staff recruited / Cyflogi staff
Café furniture / Dodrefn i’r caffi
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Original buildings / Yr adeiladau gwreiddiol
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Refurbished buildings / Yr adeiladau wedi eu hadnewyddu
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Refurbished – continued / Parhad adeiladau wedi eu hadnewyddu
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Building uses / Pwrpas yr adeiladau
A – Offices / Swyddfeydd
B – Café/ Browse / Caffi
C- Police Station, Workshop / Gorsaf Heddlu, Gweithdy
D – Workshop / Gweithdy
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Reasons for success / Rhesymau dros lwyddiant
•
Most of group retired / Rhan helaeth o’r grwp wedi ymeddol
•
Help from other organisations / Help gan fudiadau eraill
•
Support from W.C.B.C. Local Members / Cefnogaeth gan Aelodau Lleol C.B.S.W.
•
Good quality of refurbishment work / Gwaith adnewyddu o safon dda
•
Obtained Planning Permission and Building Regs prior to application going in / Cael caniatad i’r cynlluniau a
rheolau adeiladu cyn rhoi’r cynnig i mewn
•
Good spread of knowledge and skills within the group / Ystod eang o wybodaeth a sgiliau o fewn y grwp
•
Bit of luck / Tipyn o lwc
•
Be flexible, be prepared to change / Bod yn barod i newid, bod yn hyblyg
•
We are profit making but not profit taking / Yma i wneud elw dim i’w gymeryd
•
Need all Board members to be doers / Bob aelod o’r bwrdd yn gwneud eu rhan
•
Hub for World Heritage Site / Canolfan i Safle Treftadaeth y Byd
•
Employment for local people / Cyflogi gweithwyr lleol
•
Promoting local arts and crafts / Annogaeth i gelf a chrefft leol
•
Meeting point for other Community Groups / Lle ymgynull i bobl leol a grwpiau eraill
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Current situation / Y sefyllfa ar ddechrau 2015
Monthly Key Performance Indicators / Dangos perfformiad allweddol misol
•
•
•
•
•
•
Café sales (Monitored through EPOS till system) / Gwerthiannau’r caffi (monitro trwy system till EPOS)
Café visitors – 1st Year 15,000, 2nd Year 18,000 expected / Ymwelwyr i’r caffi – y flwyddyn 1af 15,000, ail
flwyddyn 18,000 (rhagamcan)
Number employed and hours worked – 5 full time, 3 part time / Nifer yn gyflogedig ac oriau gwaith – 5
llawn amser, 3 rhan amser
Food cost of sales = 33% / Costau bwyd o werthiant = 33%
Tenancy occupation – Target 80%, Actual 100% / Deiliadaeth tenantiaid – targed 80%, gwirioneddol 100%
Monthly net pre tax profit and cash flow / Yn fisol – gwir elw cyn treth a llif arian
Police Station on site / Gorsaf Heddlu ar y safle
3 sessions of Welsh lessons weekly / 3 sesiwn o wersi Cymraeg yn wythnosol
Slimming World weekly / Slimming World yn wythnosol
Bereavement counselling / Cynghorwr Profedigaeth
Cuppa with a Copper weekly / Paned gyda’r Plismon yn wythnosol
Monthly Lunch Club / Clwb Cinio bob mis
Meeting rooms used by local societies free of charge and hired by other organisations / Ystafelloedd cyfarfod yn
cael eu defnyddio gan gymdeithasau lleol am ddim ac yn cael eu llogi gan gyrff eraill
Pictures by local artists displayed in cafe / Lluniau gan artistiaid lleol yn cael eu harddangos yn y caffi
Arts and crafts stalls at weekends / Stondinau celf a chrefft yn y caffi ar benwythnosau
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Main outcomes / Prif ganlyniadau
•
To regenerate the historic building with a community focus by responding to local services and activity needs
/ Adfywio adeilad hanesyddol gyda ffocws cymunedol trwy ymateb i wasanaethau lleol ag anghenion
gweithgareddau
•
To provide spaces for community enterprises and activities / Lle ar gyfer mentrau a gweithgareddau
cymunedol
•
To build upon the designated UNESCO World Heritage Site / Adeiladu ar Safle Treftadaeth y Byd UNESCO
•
To attract private sector investment to the area / Denu buddsoddiad preifat i’r ardal
•
Bring more Tourists into Chirk and the surrounding area / Dod a mwy o dwristiaid i’r Waun a’r ardal gyfagos
•
To provide employment for local people / Rhoi gwaith i’r bobl leol
Dealing with the Big Lottery / Delio a’r Loteri Fawr
•
•
•
•
Open / Agored
Honest / Gonest
Build relationship / Adeiladu perthynas
Talk / discuss / Siarad a trafod
How we found the Big Lottery / Sut brofiad oedd delio a’r Loteri Fawr
•
•
•
•
Friendly / Cyfeillgar
Supportive / Cefnogol
Flexible / Hyblyg
They want you to succeed / Maent am i chi lwyddo
Ymddiriedolaeth Ddatblygu Glyn Wylfa
Cwestiynau?
Any questions ?
#CATfund
Sesiwn un i un
One to one session
#CATfund
Mwy o wybodaeth...
For more information...
www.cronfaloterifawr.org.uk
www.biglotteryfund.org.uk
0300 123 0735
[email protected]
[email protected]
@loterifawrcymru
@biglotterywales
http://blogmawrcymru.org.uk/
http://bigblogwales.org.uk/
www.facebook.com/biglotteryfundwales
#CATfund