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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