Community Asset Transfer Business Case

Your business plan
1. As part of St Helens Borough Council's Community Asset Transfer application process, your organisation needs to submit a business plan along with its application. This needs to be a concise but robust document and, as a minimum requirement, it needs to cover/contain the following key areas:
  - a statement of the aims and objectives of your organisation
  - a description of who the organisation's clients/users are, its target groups
  - an executive summary of why your organisation requires the proposed asset; the nature and length of the agreement sought (for example a licence, management agreement, short or longer-term leases); what a difference it will make to your organisation
  - details of what activities, services, events and uses the asset will be required for, and how your organisation intends to deliver these. Please identify any new/additional activities/services which will be delivered as a result of managing the asset
  - which of the council's corporate aims and objectives your organisation will deliver against, and what outcomes will be delivered as a result of your organisation managing the assets
  - a Statement of Community Need outlining the community need/benefits that would result from your organisation managing the asset - the how, who, how many and how you will measure this. Please include details of stakeholders and evidence of community involvement/consultation
  - what improvements or disability reasonable adjustments, both physical and cosmetic, your organisation intends to make to the asset
  - a statement outlining what capital funds are currently available to the organisation for investment in the asset or, alternatively, how it proposes to secure capital or revenue grant funding to support the project
  - a financial history, cash flow forecast and/or budget detailing the financial viability and sustainability of your organisation
  - the capacity for your organisation to manage the asset
  - expertise and skills of the board/managing group of the organisation
  - experience/history of the organisation in managing assets and delivering activities, services, managing health and safety and requirements and projects
  - arrangements for ongoing business planning
  - arrangements to be put in place to ensure effective managemente of the asset and compliance with all relevant statutory regulations
  - succession planning - how your organisation will replace people on its board/managing group and ensure the right skills and knowledge are maintained.
2. Please upload your business plan
Additional documents required as part of your application
1. Please ensure you have uploaded all of the below documents with your application. If you haven't already uploaded them as part of your expression of interest, you can add them here along with the additional documents listed.
  - copy of governing document
  - copy of annual reports and/or returns
  - organisational structure diagram
  - copy of audited/independently checked accounts for the organisation's last financial year
  - copies of the last three bank statements
  - Business Plan
  - copy of minutes, letter or email confirming authority to signatory to submit application form on behalf of the organisation
  - recruitment and induction procedure/policy
  - training and development procedure/policy
  - health and safety procedure/policy
  - equality and diversity procedure/policy
  - safeguarding procedure/policy
  - Disclosure Barring Service (DBS) Checks procedure/policy
  - grievances/complaints procedure/policy
2. Upload documents
Declaration
1. By submitting this application, you certify that the information supplied in this application form is accurate to the best of your knowledge and that you are authorised by the governing body of the organisation to submit this application form on its behalf (please ensure you have included a copy of the minute(s) from the managing body meeting where this authority was granted, or a letter confirming this).
  
  By submitting this application, you certify that you understand it is a criminal offence to knowingly make a false statement, to give or offer any gift or consideration whatsoever as an inducement or reward to any council officer, partner or representative and that any such action will empower St Helens Borough Council to cancel this application for the transfer of the asset.

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Community Asset Transfer Business Case