Transcript Slide 1

Making A Successful
Application
To Tribal
29.3.12
The Assessment Process
Stage 1 Tribal Assessors Only
Stage 2 Tribal, DCLG & HCA
Allocations: June 2012
Getting Through Stage 1
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Maximise your scores as far as possible!
In framing your answers refer to:
- The Application Itself
- The Tribal Application Notes
- FAQs – check on line
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NB: These documents are not entirely harmonised and therefore you need to look
at all them to check on what is required
Scoring: Allocation of Points
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The Project Proposal 65%
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Financial Information 35%
The following slides set out what is required on the basis of
the Tribal documentation – but do double check against
your own proposal!
Section 2. Project Proposal 65%
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Project Overview 8%
Project Scope - Not Scored
Identifying the need for the project 10%
Homes To be Brought Back into Use 15%
Community Benefit 4%
Project Timeline 8%
Project Delivery & Management 10 %
Track Record 10 %
2.2 Project Overview 8%
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Describe project/how properties will be used
Importance to your organisation
Roles of different organisations
Identify the target group.
Purchase property or lease for repair ?
Length of the lease(s).
Details of HCA property standards
2.3 Project Scope
(not scored)
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Text describing existing work, may be taken into
account by assessors in relation to Qs 2.8 & 2.9
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If you're already involved in similar work, then
explain how and why your existing approach
works well and also provide evidence.
2.4 The Need For the Project 10%
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Evidence explaining how the need for the project has been identified & the
project developed
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If the need has been identified through consultation, give details of this
process and the groups involved in this consultation.
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Quality and relevance of the evidence is more important than the quantity
of research.
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Need to show how bringing back properties fits in with the LA’s wider
housing strategy/priorities for the area, to secure Tribal support
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Must have a letter of support from local authority confirming this.
2.5 Homes To Be Brought Back Into Use
15%
For Options: A & B (wherever known)
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how many empty homes you have identified
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their size/how many people will be housed on completion
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on average how long these premises have been empty
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location of these premises/ typical current market values
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purchase or lease & length of leases
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who owns the property/ name of landlord (if known)
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how will rents be set and how do these compare to local market rents (can be
researched on line)
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will there be a reduction in rents, in return resident’s labour in undertaking work on
the property they occupy
For Option: C
If properties are not identified, then provide as much information as you can, on an
indicative basis, relating to the above headings.
2.6 Community Benefit 4%
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Information about the impact on, not only the direct
beneficiaries (who will live in the homes), but also the
wider community.
Show the long term impact. eg reduction in anti social
behaviour, a safer community, a cleaner local
environment, training or employment opportunities.
How many people other than tenants you estimate will
benefit directly from your project. eg how many locals will
benefit from training or employment etc.?
State how feedback from the local community will be
used to make improvements to the project.
2.7 Timeline 8%
The project timeline should include details and timescales of key project activities and milestones across
financial years.
(You can now insert a table here to tabulate the detail)
 Be clear about when you expect the project to be
implemented and when you expect the refurbishment to
begin.
 If you are seeking a grant to support a new project,
please include the time it will take to start the project,
which may include consultation with professionals,
further discussions or agreements with the owner or
landlord.
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2.8 Project Delivery & Management
10%
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Identify who will be responsible for delivering the project,
inc. the position of the member of staff, and a name if
this person is currently in post.
Identify who is ultimately accountable for the project.
Include details of the reporting structure, where possible,
Information about how the success of the project will be
determined
Details of any measures to deal with identified potential
risks ( eg insurance cover during refurbishment)
How quality assurance for the project will take place
How progress of the project will be controlled
2.9 Track Record 10%
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What previous success your organisation has
had in this area of work. For example, have you
experience of developing a community asset?
Give details of any relevant projects your
organisation has delivered and their respective
achievements, in order to demonstrate your
organisation’s financial management capabilities
and competencies.
Section 3. Financial Information 35%
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3.1 Grant Amount no score
3..2 Project Budget 30%
3.3 Narrative (inc in 3.2 score)
3.4 Other Sources of Funding 5%
3.2 Project Budget 30%
3.2 asks you to provide a budget dealing only with the capital costs of
the project, but Tribal are now also requiring applicants to submit an
analysis of the entire project budget as a separate document. form.
This separate project budget should cover the capital & revenue costs
of the project (split across years) and include:
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Cost of acquisition or lease with the owner
Cost of refurbishment, including management of the process
( See Application Notes P9 for link to HCA Doc. detailing eligible costs)
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Cost of managing the property once let
Cost of overall management of the project including overheads
Income from rent from the tenant/s
Capital contributions from other sources, (e.g. the owner, LA)
Other contributions from other sources
The budget should show both total costs (capital and revenue) and how
much EHCGP funding is being requested.
Indicative Grant Levels For London
Per “property” based on : “The Department’s
Theoretical modelling”
 5 years: £13k
 10 years £22k
But read para 34 of DCLG Guidance – grants will
vary depending on size of property, people
housed & length of lease
Value For Money
Value for money is a key criterion in assessment of bids. In assessing
value for money, account should be taken of:
 The funding requested, number of properties to be delivered and
estimated size (no. of people housed) of properties (to allow both
funding per home brought into use, and funding per person to be
considered).
 The amount of funding requested and whether properties will be
purchased and brought into permanent use or leased, and the
proposed lease length.
 The rent to be charged to the tenant
 The length of time that properties have been empty prior to being
brought back into use.
3.4 Other Sources of Funding 5%
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If the total cost of your project is more that the
amount requested in Question 2, then use this
table to list where the remainder of the money
will come from.
Supplementary Information
You can submit x1 page of supplementary information
Use this to enlarge on anything that you think needs to
clarified or to be given greater weight. eg
- demonstrate further that you’ll be able to deliver bringing
homes back into use
- highlight your experience in handling grants and any
successes you’ve had to date.
If there's space, consider including thumbnail pictures of
properties/schemes
Letter of Support From LAs
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You must submit this along with your bid without it, the bid won't be assessed
It has to be signed by the Director of Housing or
the next most senior person - don't leave it until
the last minute.
There's a pro-forma on the Tribal website,
which is intended to make it easier, but if you
don't think it's what's needed, then you can just
get a etter that covers the points set out on page
3 of the Tribal Application Notes.
Documentation
You must send in the following:
Your Completed Application
 Letter of Endorsement From LA (s)
 Your Allocation Policy
 Supporting Statement (x1 A4)
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Submission
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Electronically to Tribal by 5pm on 17th April
2012
Don’t leave it until nearly 5pm – the server may be
blocked!
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Hard Copy no later than 5pm on 19th April
To Tribal’s offices
Programme Deliverability
Tribal state ( Application form Notes )
all projects are expected to be completed by
31.12.14
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There will be no payments after 31.3.15
Best of luck!
Do contact me if you need further advice
Jon Fitzmaurice
Self-Help-Housing.Org/ HACT
[email protected]
Take inspiration from Bonnington Square!
Appendix: Eligible Properties
DCLG Guidance Para 9
Public bodies/Govt.Owned:
eg Health Authorities MoD
 Private/Companies
 Unregistered Housing Ass or Housing Co-op
 L/A owned non housing
 L/A or Registered Providers owned, but not
previously let as social housing or having
benefited from public housing subsidy
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See Tribal FAQs for further examples
Eligible Property cont.
Para 10
Residential or commercial
 Empty more than 6 months (but preferably
2 years +)
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