Agenda Document Pack - Perth Common Good Fund Committee - 18/09/2023
Perth and Kinross Council · 18 September 2023
Back to Perth Common Good Fund Committee — 18 September 2023 and its agenda
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Securing the future… • Improving services • Enhancing quality of life • Making the best use of public resources Council Building 2 High Street Perth PH1 5PH 11/09/2023 A hybrid meeting of the Perth Common Good Fund Committee will be held in the Council Chamber on Monday, 18 September 2023 at 13:00. If you have any queries please contact Committee Services on (01738) 475000 or email Committee@pkc.gov.uk. THOMAS GLEN Chief Executive Those attending the meeting are requested to ensure that all notifications are silent on their device and other devices are in silent mode. Please note that the meeting will be broadcast online and recorded. The recording will be publicly available on the Council’s website following the meeting. Members: Bailie Chris Ahern Councillor Liz Barrett Councillor Peter Barrett Councillor Andy Chan Councillor Stewart Donaldson Councillor Eric Drysdale Councillor Grant Laing Councillor Brian Leishman Councillor Iain MacPherson Councillor Ian Massie Councillor Sheila McCole Depute Provost Andrew Parrott Councillor John Rebbeck Page 1 of 52
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Perth Common Good Fund Committee Monday, 18 September 2023 AGENDA MEMBERS ARE REMINDED OF THEIR OBLIGATION TO DECLARE ANY FINANCIAL OR NON-FINANCIAL INTEREST WHICH THEY MAY HAVE IN ANY ITEM ON THIS AGENDA IN ACCORDANCE WITH THE COUNCILLORS’ CODE OF CONDUCT. 1 WELCOME AND APOLOGIES 2 DECLARATIONS OF INTEREST 3 MINUTES OF MEETING OF PERTH COMMON GOOD FUND COMMITTEE OF 22 MAY 2023 FOR APPROVAL (copy herewith) 5 - 8 4 MATTERS ARISING 5 BONFIRE AND FIREWORKS DISPLAY EVENT ON 5 NOVEMBER 2023 Report by Head of Cultural and Community Services (copy herewith 23/249) 9 - 20 6 APPLICATIONS FOR FINANCIAL ASSISTANCE Report by Head of Cultural and Community Services (copy herewith 23/251) 21 - 44 7 2023/24 FINANCIAL STATEMENT Report by Head of Finance (copy herewith 23/250) 45 - 52 Page 3 of 52
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PERTH COMMON GOOD FUND COMMITTEE Minute of hybrid meeting of the Perth Common Good Fund Committee held in the Council Chamber, 2 High Street, Perth on Monday 22 May 2023 at 1:00pm. Present: Bailie C Ahern, Councillors A Parrott, L Barrett, P Barrett, S Donaldson (Item 5 onwards), E Drysdale, B Leishman, I MacPherson, I Massie and S McCole. In Attendance: C Robertson, F Lambie, J Guild, R Ramsay and M Pasternak (all Corporate and Democratic Services); L Haxton and J Dudgeon (Communities). Apologies: Councillors A Chan, E Drysdale and G Laing. Councillor A Parrott, Convener, Presiding. 1. WELCOME AND APOLOGIES Councillor A Parrott welcomed all present to the meeting and apologies were noted as above. 2. DECLARATIONS OF INTEREST There were no Declaration of Interests in terms of the Councillors Code of Conduct. 3. MINUTE OF MEETING OF THE PERTH COMMON GOOD FUND OF 6 FEBRUARY 2023 FOR APPROVAL The minute of meeting of the Perth Common Good Fund Committee of 6 February 2023 was submitted and approved as an accurate record. 4. MATTERS ARISING There were no matters arising. 5. COMMON GOOD FUND CRITERIA There was submitted a report by Head of Cultural and Community Services (23/143) setting out some proposed changes to the criteria against which applications to the Perth Common Good Fund are assessed. Resolved: The proposed changes as set out in Report 23/143, be agreed. 3 Page 5 of 52
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6. APPLICATIONS FOR FINANCIAL ASSISTANCE There was submitted a report by Head of Culture and Community Services (23/144) asking Perth Common Good Fund Committee to consider five small grant applications, one cost of living grant application and two capital grant applications. Motion by Councillor A Parrott and Bailie C Ahern Perth Minorities Association to be awarded £10,000 for the summer Mela Festival. Amendment by Councillors P Barrett and S McCole Perth Minorities Association to be awarded up to £20,000 for the summer Mela Festival In terms of Standing Order 21.5, a roll call vote was taken. 4 Members voted for the Motion as follows: Bailie C Ahern, Councillors I MacPherson, I Massie and A Parrott 5 Members voted for the Amendment as follows: Councillors L Barrett, P Barrett, B Leishman, S McCole and J Rebbeck COUNCILLOR S DONALDSON JOINED THE MEETING AT THIS POINT Motion by Councillor A Parrott and J Rebbeck Black Watch Regimental Trust be awarded a grant of £4,550 towards a visit to Scotland of “The Hauntings”, specifically contributing to: • Jewellery Workshop with Ukrainian Refugees • Kunsugi Workshop with Veterans • Still Life Workshop with Mental Health Groups • Cost of free school entry for 1000 children Amendment by Bailie C Ahern and Councillor P Barrett Black Watch Regimental Trust be awarded a grant of up to £18,200. Under Standing Order 21.5, a roll call vote was taken: 6 Members voted for the Motion as follows: Councillors L Barrett, B Leishman, I MacPherson, S McCole, A Parrott and J Rebbeck. 3 Members voted for the Amendment as follows: Bailie C Ahern, Councillors P Barrett and I Massie 1 Member abstained from voting as follows: Councillor S Donaldson Page 6 of 52
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Resolved: Small Grants (i) World Challenge Trip to Ecuador be awarded a grant of £250 to help the applicant raise funds towards a taking part in a group trip to Ecuador coordinated by the organisation, World Challenge to carry out voluntary work in the local farming communities, promoting sustainable farming and helping to carry out manual maintenance tasks. (ii) Friends of Letham Primary Parent Council be awarded a grant of £680 towards the Parent Council to pay for P7’s leavers hoodies so that all pupils will receive one, and to purchase two urns for use at parents’ events. (iii) Perth Minorities Association be awarded a grant of up to £20,000 towards the summer Mela Festival, a celebration of world music, dance, and culture, featuring a colourful parade and a day of activities on the North Inch on 10 June. (iv) Parent Fundraisers of Inspire Dance Studios be awarded a grant of £450 to help the organisation meet costs to take a group of dancers to Dublin in August for the World Lyrical Dance Federation World Championships. (v) Black Watch Regimental Trust be awarded a grant of £4,550 towards a visit to Scotland of “The Hauntings”, specifically contributing to: • Jewellery Workshop with Ukrainian Refugees • Kunsugi workshop with Veterans • Still life workshop with Mental Health groups • Cost of free school entry for 1000 children Cost of Living Grants (vi) VitalityMe CIC be awarded a grant of up to £10,520 to enable the organisation to run two groups - a family group for 2 hours a week where families can come together to focus on improving their overall wellbeing through family activities such as yoga, fitness, crafting and baking as well as providing a hot meal and refreshments, and a group for 2 hours a week that would be targeted at adults with a movement-based activity, lunch and peer support, linking in with local services to come along to provide advice on financial wellbeing, employment support, welfare rights, fire safety etc. Capital Grants (vii) Perth Working Men’s Garden Association (PWMGA) be awarded a grant off £2,850 towards the refurbishment of their pavilion on Moncreiffe Island. (viii) Perth Bridge Club be awarded a grant of £2,500 to assist with a major upgrade to their fire prevention, alarm and safety system. 7. 2022/23 AND 2023/24 FINANCIAL STATEMENTS There was submitted a report by the Head of Finance (23/145) providing details of the Income and Expenditure to 31 March 2023 and the projected outturns for Financial Years 2022/23 and 2023/24. Resolved: (i) The Income and Expenditure to 31 March 2023, and the projected outturn for Financial Year 2022/23, as set out in Appendix 1, be noted. Page 7 of 52
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(ii) The projected outturn for Financial Year 2023/24, as set out in Appendix 2, be noted. Page 8 of 52
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PERTH AND KINROSS COUNCIL Perth Common Good Fund Committee 18 September 2023 BONFIRE AND FIREWORKS DISPLAY EVENT ON 5 NOVEMBER 2023 Report by Head of Cultural and Community Services (Report No. 23/249) 1. PURPOSE 1.1 The report provides details of the Bonfire and Fireworks event on 5 November 2023 to be organised by the Perth and Strathearn 200 Round Table and a request for additional funding from Perth Common Fund Committee. 2. RECOMMENDATION 2.1 It is recommended that Committee: • Consider the application and agree any financial assistance to be awarded. 3. STRUCTURE OF REPORT 3.1 This report is structured over the following sections: • Section 4: Background / Main Issues • Section 5: Proposal • Section 6: Conclusion • Appendices 4. BACKGROUND / MAIN ISSUES 4.1 Perth and Kinross Council owns land and property which forms part of the Common Good of the former burghs in Perth and Kinross and has a statutory duty in terms of section 15 of the Local Government etc. (Scotland) Act 1994 to administer this land and property “having regard to the interests of the inhabitants” of those former burghs. This duty also applies to the administration of the associated Common Good Funds. 4.2 The Common Good Funds have traditionally demonstrated their support to local residents and organisations by distributing grants. These grant awards allow individuals and local organisations to carry out a wide range of community-based activities. 5 Page 9 of 52
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4.3 Applications to Common Good Funds vary across the different former burghs of Perth and Kinross. The Perth Common Good Fund is larger and receives a much higher number of applications than the other Funds. Therefore, additional criteria are applied to assist with assessing applications (see Appendix 1). 4.4 The 2023/24 Budget for the Perth Common Good Fund was approved at the Committee meeting on 6 February 2023 (Report 23/37 refers). The approved budget includes an allocation of £20,000 to support the Perth Fireworks and Bonfire Display on 5 November 2023. 4.5 This report outlines how this funding will be used and includes an application for additional funding. 5. PROPOSAL Perth & Strathearn 200 Round Table (Fireworks) 5.1 A grant application has been received for the Perth Fireworks and Bonfire display for £25,201. The group has organised this event for several years in collaboration with the Council, local communities and businesses. This is considered locally as a major event where the community can gather in large numbers on the South Inch in Perth and safely enjoy the sights and sounds of the display. In addition to the Bonfire and Fireworks Display, the event provides entertainment, including music, opportunities for local young artists, a funfair and food vendors. This was also approved as one of a limited number of fireworks events permitted on Council owned land at the Council meeting of 10 May 2023. 5.2 Following points raised with their previous application, the Committee should be aware that following discussions with their fireworks provider regarding methods of reducing environmental impact, the organisation is proposing that the following actions be implemented for this year’s display: • Reduce the display from 20 minutes to 15 minutes, reducing CO2 emissions and duration of noise impact as well as keeping cost similar to last year’s fireworks including inflation. This is within the time period agreed by Council for firework events. • Reducing the size of the bonfire by 25% again reducing CO2, duration and materials required. • Starting the display with lower noise fireworks and music before building up noise levels during the shortened show. This is a method used at other displays (racecourses etc.) where animals are present on site or in close vicinity. The timings of the event will also be publicised to allow animal owners to prepare and minimise distress, again in line with the Council decision. Page 10 of 52
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• Messages on social media recommending that attendees walk or use public transport in the journey to the event. 5.3 It is estimated that the event will attract 7,000 people, of which 3,500 are from Perth and Kinross, 2,000 are from outside of Perth and Kinross and 1,500 are from outside of Perth & Kinross. Although the event is free of charge, the public can leave a donation that will be distributed to local causes. 5.4 The total cost of the event is estimated at £25,201– a breakdown of costs has been provided below. The Perth Common Good Fund has been asked to provide the full amount. The costs have again been impacted by inflation this year and there are ongoing positive discussions with local businesses to offer their services in-kind that may reduce the total costs. Specific items Amount Pyrotechnics fireworks display/ Sound system £15,900 Fencing and safety barriers (2 days) £1,950 Generator (2 days) £530 Generator Cabling (2 days) £130 Portacabin (x2) £600 Trailer Hire with Insurance (2 days) £250 4x4 vehicle (x2) hire with Insurance (2 days) £1,000 First Aid facilities and trained personnel £700 Forklift vehicle and operator £1,000 Other (e.g. fuel, volunteer’s food and drink etc) £420 South Inch Site Hire £121 Pallets/Potato Boxes £2,000 Pallets/Potato Boxes (delivery) £600 Total proposed expenditure £25,201 Funding requested £25,201 Funding provisionally allocated £20,000 Remaining funding gap £5,201 Consideration 5.5 The Perth Common Good Fund has been asked to provide £25,201 of funding, of which £20,000 has provisionally been allocated as agreed at Perth Common Good Fund meeting on 6 February 2023. Based on the overall cost of £25,201, the Committee is asked to consider a further grant of £5,201 which is consistent with Criteria 9.2a. 5.6 The Perth & Strathearn 200 Round Table have had a total of £22,094 in approved funding from the Perth Common Good Fund over the last three years. Year Amount Actual Recieved Project 2022/23 £22,094 (£16,500 Budget + £5,594 additional funding) £18,932 Perth Fireworks and Bonfire Page 11 of 52
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2021/22 - - Application withdrawn as event cancelled 2020/21 - - COVID – No application as event cancelled 6. CONCLUSION 6.1 The Committee is asked to consider allocating a grant of £25,201 to Perth & Strathearn 200 Round Table for the costs of the Bonfire and Fireworks Display on 5 November 2023. This comprises the £20,000 previously allocated, with an additional grant of £5,201. Authors Name Designation Contact Details Jacob Dudgeon Community Planning Officer (01738) 475000 ComCommitteeReports@pkc.gov.uk Lee Haxton Community Planning Team Leader Approved Name Designation Date Barbara Renton Executive Director (Communities) 30 August 2023 APPENDICES • Appendix 1 – Perth City Common Good Fund Criteria Page 12 of 52
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ANNEX 1. IMPLICATIONS, ASSESSMENTS, CONSULTATION, AND COMMUNICATION Strategic Implications Yes / None Community Plan / Single Outcome Agreement Yes Corporate Plan Yes Resource Implications Financial Yes Workforce None Asset Management (land, property, IST) None Assessments Equality Impact Assessment None Strategic Environmental Assessment None Sustainability (community, economic, environmental) None Legal and Governance None Risk None Consultation Internal Yes External None Communication Communications Plan None 1. Strategic Implications Community Plan 1.1 The proposals will contribute to the Community Plan’s aim of safe, healthy and inclusive communities and the outcome of communities will have improved quality of life. The recommendations contained within this report are in accordance with the priorities of Perth Common Good Fund's criteria for financial assistance. Corporate Plan 1.2 The proposals will contribute to the Corporate Plan’s objectives of developing educated, responsible and informed citizens and the outcome of people are ready for life and work. The recommendations contained within this report are in accordance with the priorities of Perth Common Good Fund's criteria. 2. Resource Implications Financial 2.1 The Head of Finance has been consulted and has indicated agreement with the proposals. The recommendations contained within this report will be funded from the 2022/23 Financial Assistance budgets. Page 13 of 52
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Workforce 2.2 Not applicable. Asset Management (land, property, IT) 2.3 Not applicable. 3. Assessments Equality Impact Assessment 3.1 Under the Equality Act 2010, the Council is required to eliminate discrimination, advance equality of opportunity, and foster good relations between equality groups. Carrying out Equality Impact Assessments for plans and policies allows the Council to demonstrate that it is meeting these duties. 3.2 This section should reflect that the proposals have been considered under the Corporate Equalities Impact Assessment process (EqIA) with the following outcome: Assessed as not relevant for the purposes of EqIA. Strategic Environmental Assessment 3.3 The Environmental Assessment (Scotland) Act 2005 places a duty on the Council to identify and assess the environmental consequences of its proposals. 3.4 However, no action is required as the Act does not apply to the matters presented in this report. This is because the Committee are requested to note the contents of the report only and the Committee are not being requested to approve, adopt or agree to an action or to set the framework for future decisions. Sustainability 3.5 Not applicable. Legal and Governance 3.6 Not applicable. Risk 3.7 Not applicable. Page 14 of 52
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4. Consultation Internal 4.1 The Head of Finance and the Head of Legal and Governance have been consulted. External 4.2 Not applicable. Communication 5.1 Not applicable. 6. BACKGROUND PAPERS 6.1 Perth & Strathearn 200 Round Table Common Good Fund Application. Page 15 of 52
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Appendix 1 PERTH COMMON GOOD FUND REVISED FINANCIAL ASSISTANCE CRITERIA 1. All grants are awarded at the discretion of the Perth Common Good Fund Committee. 2. Within the boundary of the Perth Common Good area and if funding is available, applications will be considered from individuals and groups for projects or activities which demonstrate benefit to the residents of the City of Perth. 3. The Perth Common Good area is restricted to Elected Member Ward 10 Perth City South, Ward 11 Perth City North, and Ward 12 Perth City Centre. Applications for financial assistance from individuals residing or groups operating outwith the boundary of the Perth Common Good area must clearly demonstrate that the project or activity to be undertaken will provide benefit to the residents of the City of Perth. 4. Applications for financial assistance from schools and school groups (e.g. Parent Councils) within the Perth Common Good area will be considered regardless of where participating pupils reside. 5. The Financial Year for the Perth Common Good Fund covers the period 1 April to 31 March. The Perth Common Good Fund Committee meets five times per year to consider applications for financial assistance and other business matters; Committee meeting and application deadline dates are 5 Page 17 of 52
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available on the Council’s Community Grants webpage via the following link: http://www.pkc.gov.uk/pkgrantsdirect. 6. Applications for financial assistance must be submitted to the Perth Common Good Fund Committee in advance of the project or activity taking place. Retrospective applications where expenditure is incurred during the time between the application submission deadline date and the date of the Committee meeting will be considered however the applicant must be aware that funding may not be approved by Committee. 7. A separate Capital Grants fund will be maintained to support applications for financial assistance towards the funding of building improvement works, and the acquisition of equipment. Applications for Capital Grant funding assistance should be submitted to the first Perth Common Good Fund Committee meeting of the new financial year, which normally takes place during April or May. The Capital Grants fund will normally close until commencement of the next financial year, however the Committee may consider late applications if Capital Grant funding remains available. 8. The following conditions shall apply to all applications for financial assistance: 8.1 The application for financial assistance must demonstrate that the funding will provide benefit to the residents of the City of Perth. The Perth Common Good Fund Committee must be satisfied that all disbursements from the fund meet this requirement and the Committee decision in this regard is full and final. 8.2 The Perth Common Good Fund should not be viewed as a resource to supplement the funding of Council services; applications for financial assistance from Council services are therefore not encouraged. Any application submitted by a Council service will be considered by the Perth Common Good Fund Committee on its own merits. 8.3 Applicants who are seeking funds to purchase resources, or undertake capital projects are asked to demonstrate that they are sourcing these from local providers where these can reasonably meet their needs. 8.4 All awards of £400 or less will be paid in advance, but recipients must complete an end of grant monitoring form and provide evidence of spend based on their initial application Awards greater than £400 must be claimed on completion of the project and within three months of the activity taking place. The claim should include an end of grant monitoring form and evidence of spend, based on the initial application. Funding for awards not claimed will be returned to the Fund. 9. Small Grants: 9.1 Applications for financial assistance will be considered by the Perth Common Good Fund Committee in line with the criteria below: - Page 18 of 52
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9.2 Organisation of events/games/festivals including prize awards: - a) No entry fee payable by the public: up to maximum of 40% of the total actual costs. b) Entry fee payable by the public (commercial event): up to a maximum of 20% of the total actual costs subject to the submission of an evidenced Income & Expenditure account for the event. c) In the event, that the Common Good funding of a commercial event results in a profit, the level of funding award will be reduced accordingly. d) In the event, that the commercial event is loss making, the Common Good funding may be used to underwrite the loss, subject to the level of funding approved by Committee. e) Grants will not be paid for any event/games/festival which are cancelled following the approval of funding by Committee. 9.3 Hire of hall and provision of prizes for school prize giving ceremonies – up to a maximum of 40% of total costs. 9.4 Voluntary work overseas by individuals: - 6 months or more: up to £400 per individual Up to 6 months: up to £250 per individual 9.5 Attendance at summer schools/events by individuals or groups of up to 5: More than 2 weeks: up to £150 per individual One to two weeks: up to £100 per individual 9.6 Excursions/Parties (up to two applications per year per group): - Contribution of up to 50% towards the actual costs. Each organisation is permitted a maximum of two applications during the course of a financial year. Overall grant to be capped at £10 per individual with an overall maximum grant of up to £1,000. 9.7 Visits or trips by and from School/Youth/Sport/Music groups: - For groups of between 6 and 10 people, a flat contribution of £500. For groups of 11 or more; a contribution of £50 per person to a maximum of £1,000 for youth groups, senior citizen or vulnerable groups for activities of one week or more. 9.8 Any other purpose where it can be demonstrated that there is a benefit to the residents of the City of Perth. 10. Capital Grants: - 10.1 The funding of applications for Capital Grant funding will be restricted to the available annual budget. Page 19 of 52
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10.2 It is expected that the total funding available will be fully committed at the first meeting of the Perth Common Good Fund Committee at the start of the new financial year. In the event, that funding is not fully committed, the Common Good Fund Committee may choose to either roll forward the unallocated funding to the next financial year or consider further applications during the year. 10.3 Acquisition of equipment and uniforms - consideration on merits up to a maximum of 25% of total cost, subject to the budget available. 10.4 Provision and improvement of buildings - consideration on merits up to a maximum of 25% of total cost and up to £50,000, subject to the budget available. Note that the facilities must be available to the general public. 11. Expenditure which is not eligible for funding awards: 11.1 Assistance with further or higher education fees 11.2 Charity fundraising e.g. sponsored walk/cycle/bungee etc. 11.3 Town twinning activities 11.4 Organisations with religious or political associations where there are restrictions on usage or availability 11.5 Core funding of the voluntary sector 11.6 Assistance with day to day running costs e.g. the rental of premises, employee costs etc. Page 20 of 52
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PERTH AND KINROSS COUNCIL Perth Common Good Fund Committee 18 September 2023 APPLICATIONS FOR FINANCIAL ASSISTANCE Report by Head of Cultural and Community Services (Report No. 23/251) 1. PURPOSE 1.1 The report asks Perth Common Good Fund Committee to consider six small grant applications and two capital grant applications. 2. RECOMMENDATION 2.1 It is recommended that Committee: • consider the grant applications and agree any financial assistance to be awarded. 3. STRUCTURE OF REPORT 3.1 This report is structured over the following sections: • Section 4: Background / Main Issues • Section 5: Proposals: Perth Strathearn Round Table • Section 5: Proposals: Small Grants • Section 6: Proposals: Capital Grants • Section 7: Conclusion • Appendices 4. BACKGROUND / MAIN ISSUES 4.1 Perth and Kinross Council owns land and property which forms part of the Common Good of the former burghs in Perth and Kinross and has a statutory duty in terms of section 15 of the Local Government etc. (Scotland) Act 1994 to administer this land and property "having regard to the interests of the inhabitants" of those former burghs. This duty also applies to the administration of the associated Common Good Funds. 4.2 The Common Good Funds have traditionally demonstrated their support to local residents and organisations by distributing grants. These grant awards allow individuals and local organisations to carry out a wide range of community- based activities. 6 Page 21 of 52
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4.3 Applications to Common Good Funds vary across the different former burghs of Perth and Kinross. The Perth Common Good Fund is larger and receives a much higher number of applications than the other Funds. Therefore, additional criteria are applied to assist with assessing applications (See Appendix 1). 4.4 The 2023/24 Budget for the Perth Common Good Fund was approved at the Committee meeting on 6 February 2023 (Report 23/37 refers). A summary of the approved Financial Assistance budget, committed grant funding, and the budget remaining, is provided below: 2023/24 Financial Assistance Budget St John's Kirk Carillon Perth Strathearn Round Table Small Grants Cost Of Living Grant Capital Grants £2,000 £20,000 £75,000 £69,500 £50,000 Value of funding requested and under consideration Perth Strathearn Round Table Small Grants Capital Grants £25,201 £19,880 £25,320 5. PROPOSALS – PERTH STRATHEARN ROUND TABLE 5.1 A grant application has been received for the Perth Fireworks and Bonfire display for £25,201. As with previous years, this is provided as a separate report for Committee to consider, Report 23/249 refers. 6. PROPOSALS – SMALL GRANTS SSAFA Armed Forces Charity Training 6.1 A grant of £2,000 has been requested from SSAFA (Soldiers’, Sailors’ & Airmen’s Families Association) – the Armed Forces Charity. The grant will allow the organisation to take 10 volunteers to their organisation-wide Annual Conference in Stirling in October. The conference will allow the volunteers to develop their skill set to further support clients and their own personal development. The organisation is active throughout Perth & Kinross through work in Queens Barracks on Dunkeld Road and attends local events to spread awareness of their work. It is estimated that these courses will benefit 10 direct attendees from the Common Good Area, and around 150 clients from the Common Good Area and elsewhere in Perth & Kinross will indirectly benefit from this project. 6.2 The total cost for SSAFA to run the conference is estimated at £2,195. SSAFA are requesting £2,000 to cover the costs relating to attendees from the Perth branch. A full breakdown of the total costs is provided below. Specific items Amount Page 22 of 52
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Accommodation (incl. Breakfast) - 10 rooms @ £154 (Premier Inn) £1,540 Venue Hire and Catering (share of cost for 10 attendees) £250 Training Materials and Documents £83 Travel expenses for volunteers (Car sharing where possible) £100 Guest Speakers Travel Expenses £42 Evening Reception/Meal - Based on 200 people @ £18pp £180 Total proposed expenditure £2,195 Funding requested £2,000 Consideration 6.3 In line with Criteria 9.8, the Committee is asked to consider the request and determine the level of any grant to be awarded. Perform in Perth Festival 2024 6.4 A grant of £6,606 has been requested from the Perthshire Musical (Competition) Festival Association. The grant will help the organisation to run the Perform in Perth Festival in March 2024 and a Centenary Exhibition in October/November 2023, to celebrate the festival’s 100th occurrence. The event gives members of the public the opportunity to come along and see/hear some of the most talented performers (young and older) from across the Perth & Kinross area (and beyond). It is affordable for members of the public to attend as admission prices are low. The event also provides many volunteering opportunities for adults and young people. The event has support from the local community through local schools and the Instrumental Music Service; and various grants from local and national trusts. It is estimated that 1530 people from within the Common Good area will benefit from the event, along with 930 from elsewhere in Perth & Kinross and 320 from outside of Perth & Kinross. 6.5 The total project cost is estimated at £33,031, and the applicant is requesting £6,606 from the Common Good Fund. The group have already secured £1,350 from the Jimmie Cairncross Trust towards their Centenary Exhibition. They are also anticipating a total of £2,300 from their annual awards from the Forteviot and Thomson Trusts and awaiting the result of a £875 application to Perth Guildry to cover additional Exhibition costs. Additional grant applications will be made as other funders open for applications to meet a grant target of £10,000, which the group can cover through reserves if required. If partially funded, the group may need to consider raising admission charges and entry fees and cutting back their use of Perth Concert Hall. A full breakdown of the project’s budget including total costs is attached to this report in Appendix 2. A summary is provided below. Specific items Amount Total proposed expenditure £33,031 Funding requested £6,606 Contribution from group (Reserves to cover anticipated deficit) £10,000 Budgeted Income less grant target £23,170 Page 23 of 52
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Jimmie Cairncross Charitable Trust (Approved) £1,350 Forteviot/Thomson Trust – Annual Awards (Pending) £2,300 Perth Guildry (Pending) £875 6.6 Perthshire Musical (Competition) Festival Association have received a total of £11,493 from the Perth Common Good Fund in the last three years. Year Previous Funding Project 2022/2023 £5,424 Perform in Perth 2023 2021/2022 £4,569 Perform in Perth 2022 2020/2021 £1,500 Perform in Perth 2021 Consideration 6.7 It is considered that a grant of £6,610 is consistent with Criteria 9.2(b). Polish Scouting Association 6.8 The following three applications have been submitted by the local Polish Scouting Association. They cover a range of trips for their groups to explore Scotland, meet fellow Scouts and learn new skills. These applications should be assessed individually; however the Committee may wish to consider the totality of the applications as a whole. Polish Scouting Association (a) 6.9 A grant of £1,079 has been requested by Polish Scouting Association. This grant will support the organisation in empowering their Junior Leaders in Perth through the Junior Leadership Course (JLC) and the UK Explorer’s Camp. The JLC aims to develop the organisational and communication skills, and sense of responsibility for 15 young people. The course will take place from September 29th to October 1st at the Douglaswood Scout Centre. The Junior Leaders will work within a familiar and secure peer group environment, which aims to foster personal growth, value-based development, and a sense of fulfilment. 6.10 In a separate trip, 10 Junior Leaders will attend the Explorers Camp, taking place on October 27th to 29th, 2023 in Sherbrooke Scout Camp in Nottingham. This camp offers a valuable opportunity for Junior Leaders to engage in the exchange of experiences and ideas with fellow volunteers from different regions. It serves as a reward for their dedication and commitment to scouting throughout the year. The event also reinforces the importance of volunteering and its positive impact on personal development and the formation of valuable character traits. Overall, across the two trips, it is estimated that 25 young people will benefit from the Common Good area will benefit from the projects. 6.11 The total cost of the project is estimated at £2,479. The organisation will cover travel costs for the JLC, and the 10 participants attending the Camp will be asked to contribute £110 each towards the costs. A full breakdown of the costs is detailed below. If the funding is partially or not granted, this could lead Page 24 of 52
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to limited participation and/or reduced quality, especially for the JLC. The organisation has not received Common Good funding in the last three years. Specific items Amount JLC Accommodation £219 JLC Alimentation £210 JLC Travel £300 JLC Training Materials £150 Camp Fee (Accom., Meals and Materials) £600 Camp Travel £1000 Total proposed expenditure £2,479 Contribution from group (covers JLC Travel) £300 Contribution from participants (towards Camp costs) £1,100 Funding requested £1,079 Consideration 6.12 It is considered that a grant of £1,000 is consistent with Criteria 9.7. Polish Scouting Association (b) 6.13 A grant of £1,637 has also been requested by the Polish Scouting Association. The grant will help the organisation meet costs to take a group of young people on an expedition to Edinburgh to take part in the Stonoga Scout Rally on 10th September. The day-long event will include a train to Edinburgh; a hiking tour around Arthur’s Seat and its surroundings; engaging activities; puzzles; and skill-building exercises. This will conclude with a campfire gathering with Cubs from across Scotland. This will benefit 20 children and 4 Scouts. 6.14 They will also use some of the award to run a separate overnight trip to Edinburgh with their Cubs pack. The provisional dates for this excursion is either 7th/8th or 14th/15th October. This will include an open-top bus tour, a historical trip to Edinburgh Castle and lunch before returning to St Madoes Community Hall for an overnight stay. This will benefit 18 Cubs and 3 young leaders. These trips aim to provide Polish children in Perth with unique opportunities to explore Scotland, learn about its culture, and develop essential life skills. Overall, the two trips will benefit 45 young people from within the Common Good Area. 6.15 The trip’s total cost is estimated at £2,037 with the organisation requesting funding of £1,637 and contributing £400 towards the total costs of the two trips from their own funds. If the funding is partially or not granted, this could lead to limited participation and/or missed opportunities by reducing the activities. A full breakdown of the costs is provided below. The organisation has not received Common Good funding in the last three years. Specific items Amount Train tickets £141 Bus hire £490 Hop-on bus ticket £96 Page 25 of 52
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Edinburgh Guide (£50/hr) £400 St Madoes Hall Hire £112.50 Edinburgh Castle admission £368 Food/Refreshments £430 Total proposed expenditure £2,037.50 Contribution from group £400 Funding requested £1,637 Consideration 6.16 It is considered that a grant of £1,000 is consistent with Criteria 9.7. Polish Scouting Association (c) 6.17 A grant of £667.50 has been requested from the Polish Scouting Association. This grant will enable the organisation to run an activity over two days in September 2023 for 15 Cubs to achieve their Insect Friend badge. This will involve a trip to Edinburgh to visit the Butterfly and Insect World with an overnight stay at Cameron Toll Scout Hall. By providing an engaging and educational experience, the project aims to enable the Cubs to earn their Insect Friend Badge while fostering their appreciation for insects and developing their knowledge and skills in a fun and interactive way. Overall, 15 young people from within the Common Good Area will benefit from the project. 6.18 The project’s total cost is estimated at £817.50, with £667.50 being requested and £150 being covered by a £10 contribution from each Cub. A full breakdown of the costs is provided below. The organisation has not received Common Good funding in the last three years. Specific items Amount Accommodation £150 Alimentation £210 Travel £300 Programme materials £75 Edinburgh Butterfly and Insect World £82.50 Total proposed expenditure £817.50 Contribution from participants £150 Funding requested £667.50 Consideration 6.19 It is considered that a grant of £500 is consistent with Criteria 9.7. Adventure Circus – The Legend of Kinnoull Hill Dragon 6.20 A grant of £8,924 has been requested by Adventure Circus SCIO. The grant will support the return of their DragonFyre show at Norie Miller Walk. The show is a live and outdoors storytelling, puppetry, acrobatic and fire manipulation event about the 6th century legend of a dragon who lived on Kinnoull Hill. Last year, the event was supported by Event Scotland’s Year of Stories and PKC and was attended by 375 people across the one-day event. An increase in audience numbers is expected this year. The organisation is Page 26 of 52
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looking to create activities linked to the legend that will be deliverable in local primary schools, focussing on low SIMD areas with low income families and children with additional support needs for this year’s programme. Consultations with local teachers has directed the group towards running circus skills workshops, which may highlight talents within the children as well as promoting physical activity and enhancing personal and emotional resilience. The group will also look into covering a section on circus history, as recommended in consultations. It is estimated that around 600 people from within the Common Good area will benefit from the event, as well as 5 schools participating in workshops. 6.21 The project’s total cost is estimated at £22,310, with £8,924 being requested from the Common Good Fund and £13,910 secured collectively from the Gannochy and Thompson Trusts. A full breakdown of the costs is provided below. Specific items (based on 2022 including inflation increase) Amount Insurance/Admin/Event Director/Sign Interpreter £1,950 Site Hire/Security/Fencing/Sound & Lights/First Aid/Performance Materials £5,490 Marketing £500 Performer Payments (8x 2 days for rehearsal and performance £250 per day) £4,000 School workshop creation and resources £10,370 Total proposed expenditure £22,310 Gannochy Trust (Approved) £11,410 Thompson Trust (Approved) £2,500 Funding requested £8,924 6.22 Adventure Circus SCIO have received a total of £4,292 from the Perth Common Good Fund in the last three years. Year Previous Funding Project 2021/2022 £4,292 The Legend of Kinnoull Hill Dragon Consideration 6.23 It is considered that a grant of £8,400 is consistent with Criteria 9.2(a). Kinnoull Parish Church – Phoenix Youth Project 6.24 A grant of £250.00 has been requested by Kinnoull Parish Church for their Phoenix Youth Project, alongside a Capital Grants application considered later. This grant will support them in running a Digital Literacy Workshop that will educate their young people to develop basic programming skills, learn about robotics and other STEM themed skills. The Digital Literacy Workshop can give the young people valuable transferable skills, which could be reinvested into the community and enhance future employment opportunities. It is estimated that 55 people from within the Common Good area will benefit from this project, along with 6 people from elsewhere in Perth & Kinross and 2 from outside of Perth & Kinross. Page 27 of 52
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6.25 The project’s total cost is estimated at £250.00, with the organisation requesting funding for the full amount. Kinnoull Parish Church have not received Common Good funding in the last three years. Consideration 6.26 In line with Criteria 9.8, the Committee is asked to consider the request and determine the level of any grant to be awarded. Craigie & Moncreiffe Parish Church 6.27 A grant of £120.00 has been requested by Craigie & Moncreiffe Parish Church for an Air Thrill Trip for 12 people from within the Common Good area. Air Thrill is an inflatables park based near the Western Edge and will provide the young people with a high-energy trip that promotes physical activity. The group will use the opportunity to work on team building and enjoy a treat that has been asked for by the young people. 6.28 The organisation has not received Common Good funding in the last three years. Consideration 6.29 It is considered that a grant of £120 is consistent with Criteria 9.7. 7. PROPOSALS – CAPITAL GRANTS Friends of St. John’s Kirk of Perth 7.1 An application for up to £3,000 has been received by Friends of St. John’s Kirk of Perth to contribute to the refurbishment of the Kirk’s damaged spire and cockerel. The grant will contribute towards repairs to the spire and cockerel that has been atop it since the 1500s. Last refurbished in the 1980s, the spire has recently become water damaged and rot has made the cockerel unstable. It has been removed from the top of the spire, awaiting restoration, when it will be put on display within the Kirk until the repairs to the spire are complete. The Friends of St John’s Kirk have been asked to refurbish the cockerel, as their contribution to the wider restoration project managed by St. John’s Kirk of Perth for the spire and finial. This larger project received £20,000 from the Common Good Fund on 26 April 2022 and focuses on the renewal of the spire’s leadwork as recommended by the structural engineers. The Friends plan to refurbish the cockerel, so that it is ready to be repositioned on the spire after repairs to the spire have been completed. 7.2 An estimate of the number of people that this project will benefit is not known, however it is expected that many thousands of locals and visitors will be able to see the Cockerel once it is installed back in its usual position. At time of the application’s submission, the work is due to commence in October 2023, with an estimate to have this completed by the Spring of 2024. 7.3 The total costs of the restoration work that this funding is targeted for are estimated to be up to approx. £11,695 + VAT. The group are contributing up Page 28 of 52
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to £7,470 + VAT for specific costs detailed in the breakdown below. An application to the Perth & Kinross Heritage Trust for £3,000 is pending. Specific Items (all costs based from quote) Approx. Amount (all +VAT) Main Shaft Repairs* £1,370 Weathercock Repairs* £3,325-4,600 Re-gilding* £1,725 Spire Metalwork £1,200-2,500 Installation £600-1,500 Total Proposed Expenditure £8,220-11,695 Perth & Kinross Heritage Trust (Pending) £3,000 Contribution from Group funds* £6,470-7,470 Funding requested £3,000 7.4 Friends of St. John’s Kirk have received a total of £300 from the Perth Common Good Fund in the last three years. Year Previous Funding Project 2021/2022 £300 St. John’s Carillon Recording of Christmas Carols (Small Grants) Consideration 7.5 It is considered that a grant of up to £2,930 is consistent with Criteria 10.4. PKAVS – The Walled Garden 7.6 An application of £17,000 has been received from the PKAVS Walled Garden group to establish a new multi-functional building within the Garden. The grant will be used to construct a modular style building that will be used to offer clients a space to socialise, participate in peer support and regularly eat together in a kitchen space – factors in creating good bonds and interactions between peers. The building will allow for a wide range of activity sessions to be held including seasonal planning for sowing and growing, DIY skills and resilience-based workshops. The extra space would also permit an additional 50 clients a week engaging with the activities. 7.7 It is estimated that over 140 people from the Common Good Area will benefit from the project along with over 30 from elsewhere in Perth & Kinross. The work is due to commence in November 2023, with completion in October 2024. 7.8 The project’s total cost is estimated at £83,370.80, with £5,000 to be covered from the group’s own fundraising and £62,500 covered through other funding sources, including one pending application of £17,000 to the Gannochy Trust. A full breakdown of the costs is provided below. Page 29 of 52
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Specific Items Basis of Costing Amount Design, supply & installation of Bespoke Day Building Quote from local supplier, however will go to tender £65,309 VAT As above £13,061.80 Contingency Predicted from Phase 3 contingency requirements £5,000 Total Proposed Expenditure £83,370.80 Contribution from Group £5,000 Edward Gostling Foundation (Approved) £25,000 Forteviot Charitable Trust (Approved) £10,000 PKC Community Investment Fund (Approved) £7,500 Guildry Incorporation of Perth (Approved) £3,000 Gannochy Trust (Pending) £17,000 Funding requested £17,000 7.9 The PKAVS Walled Garden Group have received a total of £35,786 from the Perth Common Good Fund in the last three years. Year Previous Funding Project 2022/2023 £17,000 Room for Recovery (Phase 4) 2020/2021 £18,786 Replacement Art Studio Consideration 7.10 At this time, it is considered that a grant of £17,000 is consistent with Criteria 10.4. Upon the pending application being granted, it would be considered that a grant of £15,880 would be consistent with Criteria 10.4. YMCA Tayside 7.11 An application of £19,995 has been received from YMCA Tayside as a contribution towards a larger project which will see the construction of the new Y Centre, restoring the vacant St. Andrew’s and St. Stephen’s Church on Atholl Street into an active Youth & Community Hub. The Centre has been designed in consultation with local young people to ensure their needs are satisfied. The project also delivers on PKC’s vision of a Perth and Kinross where everyone can live life well. The grant requested from the Common Good Fund is specifically to cover the costs for an outdoor space in the rear courtyard. The restored space will be used for a range of activities including a meditative space, cooking area, and raised beds. A well has also been discovered during the works and will be repaired to become a feature in the space. 7.12 It is estimated that 510 people from the Common Good Area will benefit from the project per year. The full programme of works commenced in April 2022 and is due to be completed in December 2023. The works that are to be funded by the Common Good Fund are due to commence in mid-October with completion set for 1 December 2023. Page 30 of 52
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7.13 The total cost of the entire project is estimated to be around £5.5m, with around £4.9m already secured through their organisation’s own funds and other grants. An additional £689K has also been applied for across 5 funders, including this application. A full breakdown of the funds received/applied for and the expenditure is detailed within Appendix 3. A full breakdown of the costs involved in this application is provided below, of which the applicant is requesting funding for the full amount. YMCA Tayside have not received any funding from the Perth Common Good Fund in the past three years. Specific Items Basis of Costing Amount Glass Pod Quote £13,295 Glass Cover for Well Quote £3,000 Raised Bed Estimate on materials and potential labour costs £1,000 Living Wall (Steel structure with flower and planting areas) As above. £1,700 Courtyard furniture Estimate £1,000 Total Proposed expenditure £19,995 Funding requested £19,995 Consideration 7.14 It is considered that a grant of £5,000 is consistent with Criteria 10.4. Kinnoull Parish Church – Phoenix Youth Project 6.24 A grant of £552.45 has been requested by Kinnoull Parish Church for their Phoenix Youth Project, alongside their Small Grants application referred above. This grant will assist them with the purchase of a new pool table, after their previous one was damaged during the last school term. The pool table has been a popular asset at the Project and feedback from the young people has led staff to seek the purchase a new one to continue this activity. It is estimated that 55 people from within the Common Good area will benefit from this project, along with 6 people from elsewhere in Perth & Kinross and 2 from outside of Perth & Kinross. 6.25 The project’s total cost is estimated at £802.45, with the organisation requesting funding for the full amount. A full breakdown of the costs is provided below. Kinnoull Parish Church have not received Common Good funding in the last three years. Specific items (based on online quotes) Amount Pool Table £499.99 Pool Cues x2 £23.98 Cue Chalk £3.49 Pool Balls £24.99 Total proposed expenditure £552.45 Page 31 of 52
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Funding requested £552.45 Consideration 6.26 It is considered that a grant of £140 is consistent with Criteria 10.3. Craigie & Moncreiffe Parish Church 6.27 A grant of £684.01 has been requested by Craigie & Moncreiffe Parish Church. The grant would enable the organisation to offer a more vibrant Youth Project for the young people who attend. This grant will be used to support an identified need for more equipment to ensure the young people are engaged at the group and have a range of activities to participate in. The young people have requested a Pool Table, Football Nets and Goal Posts and Soft Balls for the space. A high-quality games console will also be a great asset to the groups, therefore the organisation are looking to purchase a Nintendo Switch and selection of video games. A toastie machine has also been requested by the young people to have during snack time. It is estimated that 44 people from within the Common Good Area will be benefit from these purchases, alongside 4 people from elsewhere in Perth & Kinross. 6.28 The project’s total cost is estimated at £684.01, with the organisation requesting funding for the full amount. A full breakdown of the costs is provided below. The organisation has not received Common Good funding in the last three years. Specific items Amount Pool Table with cues, balls, triangle and chalk £160 Nintendo Switch, Controllers and Games £419.95 Soft Balls £75.07 Toastie Machine £28.99 Total proposed expenditure £684.01 Funding requested £684.01 Consideration 6.29 It is considered that a grant of £180.00 is consistent with Criteria 10.3. 7. CONCLUSION 7.1 The Committee is asked to consider the applications for funding and agree any financial assistance to be awarded. Authors Name Designation Contact Details Jacob Dudgeon Lee Haxton Community Planning & Projects Officer Community Planning Team Leader (01738) 475000 ComCommitteeReports@pkc.gov.uk Page 32 of 52
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Approved Name Designation Date Barbara Renton Executive Director (Communities) 1 September 2023 APPENDICES • Appendix 1 – Perth City Common Good Fund Criteria • Appendix 2 – Perform in Perth 2024 Budget • Appendix 3 – Y Centre Construction Budget Page 33 of 52
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ANNEX 1. IMPLICATIONS, ASSESSMENTS, CONSULTATION, AND COMMUNICATION Strategic Implications Yes / None Community Plan / Single Outcome Agreement Yes Corporate Plan Yes Resource Implications Financial Yes Workforce None Asset Management (land, property, IST) None Assessments Equality Impact Assessment None Strategic Environmental Assessment None Sustainability (community, economic, environmental) None Legal and Governance None Risk None Consultation Internal Yes External None Communication Communications Plan None 1. Strategic Implications Community Plan 1.1 The proposals will contribute to the Community Plan's aim of safe, healthy and inclusive communities and the outcome of communities will have improved quality of life. The recommendations contained within this report are in accordance with the priorities of Perth Common Good Fund's criteria for financial assistance. Corporate Plan 1.2 The proposals will contribute to the Corporate Plan's objectives of developing educated, responsible and informed citizens and the outcome of people are ready for life and work. The recommendations contained within this report are in accordance with the priorities of Perth Common Good Fund's criteria. 2. Resource Implications Financial 2.1 The Head of Finance has been consulted and has indicated agreement with the proposals. The recommendations contained within this report will be funded from the 2023/24 Financial Assistance budgets. Page 34 of 52
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Workforce 2.2 Not applicable. Asset Management (land, property, IT) 2.3 Not applicable. 3. Assessments Equality Impact Assessment 3.1 Under the Equality Act 2010, the Council is required to eliminate discrimination, advance equality of opportunity, and foster good relations between equality groups. Carrying out Equality Impact Assessments for plans and policies allows the Council to demonstrate that it is meeting these duties. 3.2 This section should reflect that the proposals have been considered under the Corporate Equalities Impact Assessment process (EqIA) with the following outcome: Assessed as not relevant for the purposes of EqIA. Strategic Environmental Assessment 3.3 The Environmental Assessment (Scotland) Act 2005 places a duty on the Council to identify and assess the environmental consequences of its proposals. 3.4 However, no action is required as the Act does not apply to the matters presented in this report. This is because the Committee are requested to note the contents of the report only and the Committee are not being requested to approve, adopt or agree to an action or to set the framework for future decisions. Sustainability 3.5 Not applicable. Legal and Governance 3.6 Not applicable. Risk 3.7 Not applicable. Page 35 of 52
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4. Consultation Internal 4.1 The Head of Finance and the Head of Legal and Governance have been consulted. External 4.2 Not applicable. 5. Communication 5.1 Not applicable. 6. BACKGROUND PAPERS 6.1 Perth Common Good Fund Application papers. Page 36 of 52
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Appendix 1 PERTH COMMON GOOD FUND REVISED FINANCIAL ASSISTANCE CRITERIA 1. All grants are awarded at the discretion of the Perth Common Good Fund Committee. 2. Within the boundary of the Perth Common Good area and if funding is available, applications will be considered from individuals and groups for projects or activities which demonstrate benefit to the residents of the City of Perth. 3. The Perth Common Good area is restricted to Elected Member Ward 10 Perth City South, Ward 11 Perth City North, and Ward 12 Perth City Centre. Applications for financial assistance from individuals residing or groups operating outwith the boundary of the Perth Common Good area must clearly demonstrate that the project or activity to be undertaken will provide benefit to the residents of the City of Perth. 4. Applications for financial assistance from schools and school groups (e.g. Parent Councils) within the Perth Common Good area will be considered regardless of where participating pupils reside. 5. The Financial Year for the Perth Common Good Fund covers the period 1 April to 31 March. The Perth Common Good Fund Committee meets five times per year to consider applications for financial assistance and other business matters; Committee meeting and application deadline dates are 6 Page 37 of 52
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available on the Council’s Community Grants webpage via the following link: http://www.pkc.gov.uk/pkgrantsdirect. 6. Applications for financial assistance must be submitted to the Perth Common Good Fund Committee in advance of the project or activity taking place. Retrospective applications where expenditure is incurred during the time between the application submission deadline date and the date of the Committee meeting will be considered however the applicant must be aware that funding may not be approved by Committee. 7. A separate Capital Grants fund will be maintained to support applications for financial assistance towards the funding of building improvement works, and the acquisition of equipment. Applications for Capital Grant funding assistance should be submitted to the first Perth Common Good Fund Committee meeting of the new financial year, which normally takes place during April or May. The Capital Grants fund will normally close until commencement of the next financial year, however the Committee may consider late applications if Capital Grant funding remains available. 8. The following conditions shall apply to all applications for financial assistance: 8.1 The application for financial assistance must demonstrate that the funding will provide benefit to the residents of the City of Perth. The Perth Common Good Fund Committee must be satisfied that all disbursements from the fund meet this requirement and the Committee decision in this regard is full and final. 8.2 The Perth Common Good Fund should not be viewed as a resource to supplement the funding of Council services; applications for financial assistance from Council services are therefore not encouraged. Any application submitted by a Council service will be considered by the Perth Common Good Fund Committee on its own merits. 8.3 Applicants who are seeking funds to purchase resources, or undertake capital projects are asked to demonstrate that they are sourcing these from local providers where these can reasonably meet their needs. 8.4 All awards of £400 or less will be paid in advance, but recipients must complete an end of grant monitoring form and provide evidence of spend based on their initial application Awards greater than £400 must be claimed on completion of the project and within three months of the activity taking place. The claim should include an end of grant monitoring form and evidence of spend, based on the initial application. Funding for awards not claimed will be returned to the Fund. 9. Small Grants: 9.1 Applications for financial assistance will be considered by the Perth Common Good Fund Committee in line with the criteria below: - Page 38 of 52
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9.2 Organisation of events/games/festivals including prize awards: - a) No entry fee payable by the public: up to maximum of 40% of the total actual costs. b) Entry fee payable by the public (commercial event): up to a maximum of 20% of the total actual costs subject to the submission of an evidenced Income & Expenditure account for the event. c) In the event, that the Common Good funding of a commercial event results in a profit, the level of funding award will be reduced accordingly. d) In the event, that the commercial event is loss making, the Common Good funding may be used to underwrite the loss, subject to the level of funding approved by Committee. e) Grants will not be paid for any event/games/festival which are cancelled following the approval of funding by Committee. 9.3 Hire of hall and provision of prizes for school prize giving ceremonies – up to a maximum of 40% of total costs. 9.4 Voluntary work overseas by individuals: - 6 months or more: up to £400 per individual Up to 6 months: up to £250 per individual 9.5 Attendance at summer schools/events by individuals or groups of up to 5: More than 2 weeks: up to £150 per individual One to two weeks: up to £100 per individual 9.6 Excursions/Parties (up to two applications per year per group): - Contribution of up to 50% towards the actual costs. Each organisation is permitted a maximum of two applications during the course of a financial year. Overall grant to be capped at £10 per individual with an overall maximum grant of up to £1,000. 9.7 Visits or trips by and from School/Youth/Sport/Music groups: - For groups of between 6 and 10 people, a flat contribution of £500. For groups of 11 or more; a contribution of £50 per person to a maximum of £1,000 for youth groups, senior citizen or vulnerable groups for activities of one week or more. 9.8 Any other purpose where it can be demonstrated that there is a benefit to the residents of the City of Perth. 10. Capital Grants: - 10.1 The funding of applications for Capital Grant funding will be restricted to the available annual budget. Page 39 of 52
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10.2 It is expected that the total funding available will be fully committed at the first meeting of the Perth Common Good Fund Committee at the start of the new financial year. In the event, that funding is not fully committed, the Common Good Fund Committee may choose to either roll forward the unallocated funding to the next financial year or consider further applications during the year. 10.3 Acquisition of equipment and uniforms - consideration on merits up to a maximum of 25% of total cost, subject to the budget available. 10.4 Provision and improvement of buildings - consideration on merits up to a maximum of 25% of total cost and up to £50,000, subject to the budget available. Note that the facilities must be available to the general public. 11. Expenditure which is not eligible for funding awards: 11.1 Assistance with further or higher education fees 11.2 Charity fundraising e.g. sponsored walk/cycle/bungee etc. 11.3 Town twinning activities 11.4 Organisations with religious or political associations where there are restrictions on usage or availability 11.5 Core funding of the voluntary sector 11.6 Assistance with day to day running costs e.g. the rental of premises, employee costs etc. Page 40 of 52
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2024 Budget Page 1 Perthshire Musical (Competition) Festival Association - known locally as “Perform in Perth” 2024 Festival Dates - 4 to 6 March 2024 Approved Year ended 31 July 2024 Budget Comments £ Income Patrons' Subs & Donations £2,650 Grants Target £10,000 Jimmie Cairncross Trust Pledge – Centenary Exhibition £1,350 Anticipated Annual Charitable Grants £2,300 Forteviot Trust, Thomson Trust Entry Fees £8,450 Admissions £5,200 Gift Aid Recovered £480 Bank Interest £280 Fundraising Income £710 Programme Sales £780 Advertising £880 Sponsorship £0 Award Income £0 Other Income £90 Total Income £33,170 Expenditure Facility Hire £11,010 Streaming/IT Licences £1,430 Adjudicators/Accompanists Fees £7,840 Printing/Stationery/Advertising £990 Sheet Music £225 Piano Hire/Tuning £115 Postage/Sundries/Expenses £2,605 Federation Subscription £320 Honoraria £4,096 Insurance Costs £765 Programme Costs £780 Syllabus Costs £155 Fundraising Expenses £0 Travel Subsidies £0 Award Expenditure £40 Audit Fees £110 Centenary Exhibition £2,255 Other Expenditure £295 Total Expenditure £33,031 Net Surplus/(Deficit) £139 6 Page 41 of 52
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06/07/2023 Amount Notes Received. 7 year interest free / 952.00 per month Received 23/04/19 & Received 18/12/20 10,000.00£ Received Various 106,563.00£ Received 28/10/20 16,000.00£ Received 24/04/20. For Flats purchase 877,437.00£ Received 12/05/2022. 250,000.00£ Received 12/08/21 304,500.00£ Received £125,000 05/11/20 & £125,000 16/09/21 & £54,500 21/10/22 145,000.00£ 145,000 confirmed (Still to be claimed) 75,000.00£ Received 25,000.00£ Received 18/05/21 1,750,000.00£ Awarded Jan 2021. Claimed from PKC in arrears. 300,000.00£ Draw down at end of project. Charge over building for 10 years if sold 50,000.00£ Received Aug 2022 284,000.00£ Received Aug 2022 PKC Heritage Trust - Roof 50% 108,000.00£ Confirmed- Claim once roof work complete PKC Adapt Your Property 50,000.00£ Confirmed 80,000.00£ Confirmed 25,000.00£ Confirmed Shared Prosperity Fund 150,000.00£ Confirmed PrivateTrust Fund 15,000.00£ Confirmed and Received Anonymous Donation 30,000.00£ Confirmed and Received YMCA Individual Giving 10,760.00£ Ongoing fundraising. Received at regular intervals UK Community Ownership Fund 250,000.00£ Confirmed Jul 2023 4,912,260.00£ Amount Notes 4,440,000.00£ Updated Contractor Fee inc Roof repairs and delay 8 months 173,588.77£ Strip out works completed. 792,139.00£ Costs including: Project Management; Architects; Engineering; Quantity Surveyor; Planning Fees; Environmental Work; Various Surveys; etc. 85,810.00£ Purchase of Flats - 80,000 North William Street Flats 5,491,537.77£ Current Cosntruction Shortfall 579,277.77-£ Amount Notes SG Regeneration 379,000.00£ Awaiting notification Place Based Fund 200,000.00£ Submitted 30/06/23 - Sep 23 Heritage Lottery 30,000.00£ In progress - end Aug 23 (part of an activity application) SSE Renewables 60,000.00£ Submitted - Oct 23 Common Good Capital 20,000.00£ Deadline 19 July - Notification Sep 23 689,000.00£ Y CENTRE FUNDRAISING SUMMARY Additional Design Fees x 8 months for delay Funder Item Contruction Costs (Taylor & Fraser) Strip Out Works & Enabling Construction PKC Loan / Flats 80,000 PKC Feasibility - 8,640 & 23,375 The Gannochy Trust Initial The Gannochy Trust The Gannochy Trust The Robertson Trust Income Total Potential Fundraising Item Fundraising towards Cost of Construction Expenditure Design Team Costs / Surveys & Other Professional Fees Total Expenditure Let's Do Net Zero 80% Green Recovery 50% PKC Heritage Trust PKC City Regeneration Fund PKC Town Centre Fund Perth Heritage (AHF) The Northwood Charitable Trust Scottish Government Capital Regeneration Fund PKC 2022 PKC City Centre Recovery Fund The Forteviot Charitable Trust 6 Page 43 of 52
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PERTH COMMON GOOD FUND COMMITTEE 18 SEPTEMBER 2023 2023/24 FINANCIAL STATEMENT Report by Head of Finance (Report No. 23/250) 1. PURPOSE OF REPORT 1.1 This report provides details of the Income and Expenditure to 31 July 2023 and the projected outturn for Financial Year 2023/24 for the Perth Common Good Fund. 2. RECOMMENDATIONS 2.1 The Committee is requested to: (i) Note the projected Income and Expenditure to 31 March 2024 for the Perth Common Good Fund, as set out in Appendix 1 to the report. 3. BACKGROUND / MAIN ISSUES 3.1 The budget for Financial Year 2023/24 was approved by the Committee on 6 February 2023 (Report 23/37 refers). The Committee received a financial monitoring update at the meeting on 22 May 2023 (Report 23/145 refers). 3.2 This report provides an update on the projected outturn for Financial Year 2023/24. 4. PROPOSALS Financial Statement 2023/24 4.1 Appendix 1 provides the 2023/24 Financial Statement which includes the Budget approved by Committee on 6 February 2023 (Report 23/37 refers). 4.2 Section 102 of the Community Empowerment (Scotland) Act 2015 requires the Council to establish and maintain a register of property which is held by the authority as part of the Common Good and to publish a list of property that it proposes to include in the register. 4.3 The review of titles is complex and, in some cases, has required the involvement of other external legal practitioners. The work on compiling a register of Common Good land and buildings is complete. However, we are also required to collate and categorise the moveable Common Good property, such as the regalia and any furniture. It is anticipated that additional costs will be incurred to complete this task and a £2,000 estimate for legal costs is 7 Page 45 of 52
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2 included in Appendix 1. It is anticipated that the cost can be managed from other budgets and a corresponding adjustment is recorded against Repairs & Maintenance. 4.4 The projected deficit for 2023/24 is unchanged from the previously reported position at £15,800. The estimated Fund balance at 31 March 2024 is now projected at £1,929,548, a movement of £12,279. £11,780 of this increase in surplus was due to increased interest on investments in the financial year 2022/23. Author(s) Name Designation Contact Details Fiona Lambie Accountant CHXFinance@pkc.gov.uk Approved Name Designation Date Scott Walker Chief Accountant 17 August 2023 Karen Donaldson Chief Operating Officer 17 August 2023 Page 46 of 52
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3 ANNEX 1. IMPLICATIONS, ASSESSMENTS, CONSULTATION AND COMMUNICATION Strategic Implications Yes / None Community Plan / Single Outcome Agreement None Corporate Plan Yes Resource Implications Financial Yes Workforce None Asset Management (land, property, IST) None Assessments Equality Impact Assessment Yes Strategic Environmental Assessment Yes Sustainability (community, economic, environmental) Yes Legal and Governance None Risk None Consultation Internal Yes External None Communication Communications Plan None 1. Strategic Implications Corporate Plan 1.1 The Council’s Corporate Plan 2022 – 2027 lays out seven outcome focussed strategic objectives which provide clear strategic direction, inform decisions at a corporate and service level and shape resources allocation. They are as follows: • Tackling poverty • Tackling climate change and supporting sustainable places • Growing a sustainable and inclusive local economy • Enabling our children and young people to achieve their full potential • Protecting and caring for our most vulnerable people • Supporting and promoting physical and mental wellbeing • Placing communities at the heart of how we work 1.2 This report relates to all objectives. Page 47 of 52
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4 2. Resource Implications Financial 2.1 There are no direct financial implications arising from this report other than those reported within the body of the main report. 3. Assessments Equality Impact Assessment 3.1 Under the Equality Act 2010, the Council is required to eliminate discrimination, advance equality of opportunity, and foster good relations between equality groups. Carrying out Equality Impact Assessments for plans and policies allows the Council to demonstrate that it is meeting these duties. 3.2 The information contained within this report has been considered under the Corporate Equalities Impact Assessment process (EqIA) and has been assessed as not relevant for the purposes of EqIA. Strategic Environmental Assessment 3.3 The Environmental Assessment (Scotland) Act 2005 places a duty on the Council to identify and assess the environmental consequences of its proposals. 3.4 The information contained within this report has been considered under the Act. However, no action is required as the Act does not apply to the matters presented in this report. Sustainability 3.5 Under the provisions of the Local Government in Scotland Act 2003 the Council has to discharge its duties in a way which contributes to the achievement of sustainable development. In terms of the Climate Change Act, the Council has a general duty to demonstrate its commitment to sustainability and the community, environmental and economic impacts of its actions. 3.6 The information contained within this report has been considered under the Act. However, no action is required as the Act does not apply to the matters presented in this report. 4. Consultation Internal 4.1 The Chief Operating Officer has been consulted in the preparation of this report. Page 48 of 52
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5 5. BACKGROUND PAPERS 5.1 No background papers, as defined by Section 50D of the Local Government (Scotland) Act 1973 (other than any containing confidential or exempt information) were relied on to any material extent in preparing the above report. 6. APPENDICES • Appendix 1 – Perth Common Good Fund - Financial Statement for the period to 31 July 2023 for Financial Year 2023/24 Page 49 of 52
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Appendix 1 PERTH COMMON GOOD FUND FINANCIAL STATEMENT FOR FINANCIAL YEAR 2023/24 AS AT 31 JULY 2023 2023/24 Budget Actual to date Committed and Under Consideration Projected Outturn Projection Over/(Under) Spend £ £ £ £ £ Expenditure Property Costs Rent & Rates 1,300 120 - 1,300 - Repairs and Maintenance - General 13,000 - - 13,000 - Depreciation & Impairment 3,400 - - 3,400 - 17,700 120 - 17,700 - Supplies and Services Financial Assistance - St Johns Kirk Carillon 2,000 - - 2,000 - Financial Assistance - Perth & Strathearn Round Table 20,000 - 25,201 25,201 5,201 Financial Assistance - Small Grants 75,000 19,970 26,580 69,799 (5,201) Financial Assistance - Capital Grants 50,000 - 45,220 50,000 - Financial Assistance - Cost of Living 69,500 - 10,520 69,500 - Administration Charges 15,000 - - 15,000 - Legal Fees 2,000 - - 2,000 - Printing, Stationery, Advertising and Postages 500 - - 500 - 234,000 19,970 107,521 234,000 - Christmas Events Rent, Rates & other property costs (storage for Christmas lights) 15,000 491 - 15,000 - Erect, Dismantle and Maintain Christmas Lights 20,000 - - 20,000 - Switch on Ceremony 40,000 - - 40,000 - 75,000 491 - 75,000 - Total Expenditure 326,700 20,581 107,521 326,700 - Income Rents, Fees & Charges 250,000 104,635 - 250,000 - Interest on Investments 60,000 - - 60,000 - Fishing Permits 900 265 - 900 - Total Income 310,900 104,900 - 310,900 - Surplus / (Deficit) (15,800) 84,319 (107,521) (15,800) - Estimated Opening Balance 01/04/23 1,945,348 1,945,348 Surplus / (Deficit) (15,800) (15,800) Projected Common Good Fund Balance at 31 March 2024 1,929,548 1,929,548 Earmarked in Reserves:- Minimum Revenue Account Balance (1,500,000) (1,500,000) Repair and Renewal Reserve (120,000) (120,000) Projected Uncommitted Closing Balance at 31 March 2024 309,548 309,548 7 Page 51 of 52
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Appendix 1 PERTH COMMON GOOD FUND FINANCIAL STATEMENT FOR FINANCIAL YEAR 2023/24 AS AT 31 JULY 2023 Grants Small Grants Capital Grants Meeting Paid World Challenge Trip to Ecuador 250.00£ 22/05/2023 Friends of Letham Primary Parent Council 680.00£ 22/05/2023 Perth Minorities Association - Mela Festival 19,040.00£ 22/05/2023 Total Paid 19,970£ -£ Committed Perth Minorities Association - Mela Festival 960.00£ 22/05/2023 Perth Fundraisers of Inspire Dance Studios 450.00£ 22/05/2023 Cost of Living - VitalityMe CIC 10,520.00£ 22/05/2023 Black Watch Regimental Trust 4,550.00£ 22/05/2023 Perth Working Men's Garden Association 2,850.00£ 22/05/2023 Perth Bridge Club 2,500.00£ 22/05/2023 Total Committed 16,480£ 5,350£ Under Consideration Perth Strathearn Round Table - Perth Fireworks Display 2023 5,201£ 18/09/2023 SSAFA Armed Forces Charity Training 2,000£ 18/09/2023 Perform in Perth Festival 2024 6,610£ 18/09/2023 Polish Scouting Association (a) Junior Leaders 1,000£ 18/09/2023 Polish Scouting Association (b) Stonoga Scout Rally 500£ 18/09/2023 Polish Scouting Association (c) Butterfly & Insect World 500£ 18/09/2023 Adventure Circus - The Legend of Kinnoull Hill Dragon 8,400£ 18/09/2023 Kinnoull Parish Church - Phoenix Youth Project 805£ 18/09/2023 Craigie & Moncreiffe Parish Church 805£ 18/09/2023 Friends of St John's Kirk - Kirk Spire 2,870£ 18/09/2023 PKAVS - Walled Garden 17,000£ 18/09/2023 YMCA Tayside 20,000£ 18/09/2023 Total Under Consideration 25,821£ 39,870£ Total £ 62,271 £ 45,220 Page 52 of 52