Application for Community Asset Transfer of Kirklees Council Assets

Please complete the application form below, you will also need to supply a Business Case.

Name of Organisation:		
Name of Contact:		
Contact Address inc Post Code:		
Contact Telephone Number:		
Contact Email Address:		
	
Name of Asset:		
Address of Asset inc post code:		
Plan of site included:		
Do you currently occupy this property?		
If so, how long do you occupy this property and how long have you been in situ?		
	
Is your application being dealt with by an officer in PRP?
Please provide Name and Title:		
Are you already receiving support from an officer in Communities and Leisure?
Please provide Name and Title:		

The application form is based on “The Hallmarks of an Effective Charity” "The Hallmarks of an Effective Charity"  as described by the Charity Commission. Your organisation may not be a registered charity however the principles lend themselves to any organisation that exists to promote public benefit or social value.
Clear About Purpose and Direction
An effective organisation is clear about its purpose, mission and values and uses them to direct all aspects of its work.	
What is the purpose of the group making the application?  		
Please provide a brief summary of the current activities of your organisation:		
Current main purpose of the premises:		
A brief summary of how the building would be used if you are successful:		
Please describe the organisation’s vision and development ambitions for the next five years.  
This will also be part of your Business Plan		

A Strong Board
An effective organisation is run by a clearly defined identifiable board or trustee body that has the right balance of skills and experience. It acts in the best interests of the organisation and its beneficiaries understand their responsibilities and have systems in place to exercise them properly.	
Please provide a list of the current Directors, Board Members, Trustees or management committee outlining their skills, experience and expertise.		
What experience do the Trustees have of managing property/buildings?		
What experience do the Trustees have of managing and delivering services for the community?		
How does your organisation recruit and welcome new trustees?		
How do Trustees take office?		
Do you hold Annual General Meetings?
If so, how are decisions made at your AGM?		
Fit for Purpose
The structure, policies and procedures of an effective organisation enable it to achieve its purpose and mission and deliver its services efficiently.	
Does your group have a written governing document that permits the organisation to take on ownership/management of property assets? 		
When did you last review your governing document?		
What type of organisation are you?

Are you an incorporated group?		
Is your organisation a Registered Charity? 

If yes what is your registration number? 		
When was the organisation established?		
Do you hold Annual General Meetings?		

Policies 
What policies does the organisation currently have and review?
Some generic polices have been listed below – please use additional spaces for policies not listed.	
Policy	Review Date	
Equal Opportunities Policy		
Safeguarding Children's and Vulnerable Adults		
Health and Safety – General		
Fire Safety		
Energy Management Policy		
Employment Policy		
Grievance and Disciplinary 		
Volunteer		
Trustee Recruitment and Induction		
Finance		
Risk Management		

		

		

Learning and Improving
An effective organisation is always seeking to improve its performance and efficiency and to learn new and better ways of delivering its purposes. An organisation’s assessment of its performance and of the impact and outcomes of its work will inform its planning process and will influence its future direction.	
How do you recognise your successes and use the experience of that success?		
Does the organisation have a system of measuring quality within the organisation?  For example Visible, PQASSO or The Hallmarks of an effective Charity.		
Has the organisation joined or formed any local partnerships?		
How does the organisation keep informed about current best practice?		
Community Consultation
Please give details of any consultations you have carried out in preparation for your application for asset transfer.		

Financially Sound and Prudent
An effective organisation has the financial and other resources needed to deliver its purposes and mission, it controls and uses them to achieve its full potential	
Does your group have annual accounts from the last three years?		
Finance reporting/procedures – Does the organisation have written financial procedures and rules? 		
How is financial information reported and to whom?		
Does the organisation have a current reserves policy?
What is the level of reserves are set in the policy?
What reserves are you holding currently?		
Do you have a cash flow projection included in your business plan?		
Does the organisation have public liability insurance up to the value of 5 million pounds?		

Accountable and Transparent
An effective organisation is accountable to the public and others with an interest in the organisation that is transparent and understandable.	
Have you submitted your annual returns as required by the Charity Commission or Companies House?		
Do you make your annual report available to users and members?		
Do you have a complaints procedure that is user friendly and easy to access?		
Do you hold user group meetings?		
How do you involve beneficiaries in the development and improvement of your services?		
How do you ensure that communications are effective throughout the organisation?		

Additional Information 
Please provide any additional information that you feel may benefit your application	

	
Grant Funding
Please provide a brief outline of any Grant Funding you have received in the past 5 Years	
Organisation:

Amount:

Brief Summary of Project:		
Organisation:

Amount:

Brief Summary of Project:		
Organisation:

Amount:

Brief Summary of Project:		

Declaration
I confirm I am authorised to sign this application on behalf of:

and that to the best of my knowledge all the information provided is true and correct.

I am happy to give the personal details required for processing this form. I understand that they will be stored for no longer than reasonably necessary. Please see Community Asset Transfer Privacy Notice for more information.

I understand that the information will be used to process the application for Asset Transfer and will be shared with organisations engaged by the Council to support applicants through the Community Asset Transfer process. I understand that I can withdraw or update my details at any time. For more information about how we store your data and how you can request your right to withdraw consent to use your personal data later please read ‘How we use your data’ at www.kirklees.gov.uk/privacy
Signed: 			_________________________________________________________________
Position in Organisation: 	_________________________________________________________________
Date: 				_________________________________________________________________
Please return your completed form and Business Case to asset.strategy@kirklees.gov.uk