Community asset transfer policy 2025
Appendix 5: Assessment considerations - full business plan (internal use)
Each application will be reviewed against the CAT scoring matrix which is then summarised in the form below for presentation to the CAT Working Group. The CAT Working Group will then review this form and make a recommendation on whether to proceed with the CAT to the Localities, Communities and Volunteering or Culture, Sport and Tourism Portfolio (depending on the past/proposed use of the asset), followed by SMG Projects and then Cabinet, for final approval.
Asset name:
Officer name:
Date:
1. Corporate objectives
| Criteria | Evidence and comments |
| How has the organisation demonstrated it meets one or more of the corporate objectives? |
2. Governance
| Criteria | Evidence and comments |
| The applicant must be a clearly defined organisation with appropriate governance arrangements in place | |
| Equal opportunities plan is in place and approved through the AGM/governance structure | |
| Necessary policies are in place including Safeguarding, Equal Opportunities, Health and Safety, and Equality and Diversity Policies. |
3. Finance
| Criteria | Evidence and comments |
| Viable accounts have been provided for the previous 2 full years | |
| An evidenced minimum 3-year financial plan has been supplied which shows their financial situation as sustainable and viable | |
| Has the organisation Identified sources of funding (grants, fundraising etc) |
4. Management and activities
| Criteria | Evidence and comments |
| There is evidence of previous successful and sustainable delivery | |
| There is evidence of management capacity with clear succession plans | |
| There is a staffing structure which can deliver the organisational objectives | |
| It is clear the organisation has the necessary expertise to take on the asset (now, and in future) | |
| There are clear aims and objectives for the asset which are costed where necessary | |
| Details of the organisation's activities have been provided. There is a demonstrated and evidenced need for these activities. | |
| There is evidence that the community support both the organisation and the activities they are proposing to deliver | |
| They have described how their services will be promoted/ advertised to generate interest | |
| They have described how their activity will contribute to the social growth of the community |
5. Asset
| Criteria | Evidence and comments |
| There is evidence of how the organisation will manage the asset in the future | |
| The organisation have considered the risk associated with the asset and their activities and have risk assessments to mitigate the risk | |
| The organisation are aware of the health and safety requirements of the asset and the activities | |
| The organisation is aware of other regulatory regimes and requirements and their potential bearing on the proposals | |
| The organisation has demonstrated the environmental impacts of the asset and their proposed activities; and have sought to maximise positive impacts and mitigate any negative impacts |
6. Decision of the Working Group
| Do you support this application? Please give the reasons for your decision | Yes/No | Need more information | |
| Comments | |||
Download the Community asset transfer policy as a PDF (PDF, 1 MB)