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Section 1: Initial project details1.1 Project IDWhat is your stage one Project ID?

1.2 Organisation nameWhat is the full legal name of your organisation?

1.3 Project nameWhat is the name of your project?

1.4 What do the capital elements of your project involve? Tick all the boxes that apply:

Buying land

Buying land and buildings

Constructing a new building

Landscaping and groundwork not connected with the construction of a building

Extending an existing building

Minor refurbishment of an existing building with no structural works

Refurbishment of an existing building with structural works.

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Detailed design stage capital project delivery plan (CPDP)

Community Asset Transfer 2 (CAT2)

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2.1 LocationGive us the address and full postcode (or closest postcode) of the land and/or buildings:

2.2 Current use and building type What is the type and current use of the existing land and /or buildings? Write up to 600 characters (about 100 words)

2.3 Size of building(s)

2.4 Surrounding area Describe the location and surroundings of the land and/or buildings. Write up to 600 characters (about 100 words)

2.5 Land and building historyDescribe the history of the land and buildings. Write up to 600 characters (about 100 words)

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Section 2: Existing land and buildingsONLY COMPLETE QUESTIONS IN SECTION 2 IF THE INFORMATION HAS CHANGED FROM STAGE ONE OR IF YOU HAVE FURTHER INFORMATION

Building Name Gross Internal Floor Area (GIFA)

●● Provide the approximate size and name of each existing building to be transferred.

●● Provide the approximate size and name of each existing building to be refurbished; (if the works are limited to part of the building, include only the area affected by the refurbishment works).

●● Provide the approximate size and name of each proposed new building.

●● Provide the approximate size and name of each proposed extension.

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3.1 Asset TransferFor all Freehold and Leasehold asset transfers at stage two we require an updated independent surveyor’s report, which provides the following information at least:●● the current condition of the land and/or building for the purpose of the capital elements of your project●● a current open market valuation of the land and/or building, which is less than six months old and notes any

restrictions upon use●● whether or not the building is suitable for the intended project purpose.

Tick to confirm you have included this information with your Detailed Design Stage CPDP. At stage two we also require that you provide ●● details of any restrictions on title, covenants or easements and how these will be dealt with●● the anticipated timetable for the conclusion of the asset transfer.

At Stage two we also require that you provide us with written confirmation from the transferring body confirming their intention to transfer, subject to our stage two funding award.Tick to confirm you have included this information with your Detailed Design Stage CPDP.You must send us proof of current ownership of the land or building(s) in the following format:●● a copy of your Sasine or Land Register of Scotland Certificate (in Scotland) or Land Registry Certificate or a

solicitor’s letter confirming ownership.Tick to confirm that you have sent us this document

3.1.1 Asset transfer - freeholdIf you are planning to transfer a freehold interest in the land or building(s), at stage 2 you need to confirm the agreed transfer cost:

£

What is the full updated market value for the transfer of the asset?

£

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Section 3: Ownership of the land or buildings

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3.1.2 Asset transfer – leaseholdWe require you to provide a draft copy of the proposed lease at stage two:Tick to confirm that you have sent us this document

If you are planning to transfer a leasehold interest on the land or building(s) at stage two you should confirm the period of the lease.

years

Confirm how much the transfer of the lease for the period indicated above will cost:

£

What is the full updated market value for transfer of the lease on the asset?

£

What is the updated rental cost, if any, to be paid in addition to the cost of the lease?

£

What is the updated full market rental value of the asset?

£

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4.1 Planning approvalTick only one box:

You have contacted your local planning authority who have confirmed that planning permission is not required:●● a copy of the relevant correspondence is attached.

You have obtained detailed planning permission:●● a copy of the planning permission with any conditions is attached

What is the name of your local planning authority? (if applicable)

What is your planning application number? (if applicable)

4.2 Listed building consentAre the buildings or land forming all or part of the capital elements of your project listed?

Yes – please complete the following

No - go to 4.3

Tick only one box:You have contacted your local planning authority who have confirmed that listed building consent is not required:●● a copy of the relevant correspondence is attached.

You have contacted your local planning authority who have confirmed that listed building consent is required:●● the activities associated with obtaining listed building consent are included in your capital programme of

works and the relevant statutory fees are in the capital elements of your project budget.You have already obtained listed building consent:●● a copy of the listed building consent with any conditions is included with your Detailed Design Stage

CPDP.What is the name of your local planning authority? (if applicable)

What is your listed building consent application number? (if applicable)

Section 4: Statutory consents

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4.3 Building regulations or standards approvalDo the capital elements of your project require Building Regulations or Standards approval (Scotland only)?

Yes – please complete the following

No - go to 4.4

If Building Regulations or Standards approval (in Scotland) is required please tick the applicable box:You have contacted your local building control authority who have confirmed that building regulations (or standards) approval is not required:●● a copy of the relevant correspondence is attached.

You have contacted your local building control authority who have confirmed that building regulations (or standards) approval is required:●● the activities associated with obtaining building regulation (or standards) approval are included in your

capital programme of works and the relevant statutory fees are in the capital elements of your project budget.

You have already obtained building control full plans approval:●● a copy of the full plans approval with any conditions is included with your Detailed Design Stage CPDP.

If applicable please confirm the current status of progressing the Building Regulations application, reference any relevant correspondence, discussions with Building Control Officer, etc. Write up to 600 characters (about 100 words)

4.4 Other consentsDo you have or will you need any other statutory consents? For example Ancient and Scheduled Monuments Consent. Write up to 600 characters (about 100 words)

Tick the box to confirm that where applicable you have attached the documents associated with any other consents you need.

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5.1 AsbestosYou need to make reasonable attempts to establish the presence of absence of Asbestos containing material (ACMs) in your building and this is done via a refurbishment and demolition survey. Where applicable we require evidence that you have undertaken the R&D survey and accounted for any associated costs. Please tick the boxes below as required:

a) Are the planned works intrusive? Yes No

b) Is a Refurbishment and Demolition survey as defined by the Health and Safety Executive with “Asbestos: The Survey Guide (HSG264)” required?

Yes No

c) Has an asbestos Refurbishment and Demolition survey been undertaken?

Yes No

If a Refurbishment and Demolition Survey has not been carried out, please describe below the measures taken to ascertain the absence or presence of asbestos containing materials? Write up to 600 characters (about 100 words)

Section 5: Site appraisals

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5.2 Schedule of surveysPlease provide details of the surveys that have been carried out. This may include ground conditions, drainage and services, asbestos and surveys of existing buildings. A copy of each survey should be provided in electronic format via CD. Please also provide details of any surveys that you intend to carry out with associated dates. Please add as appropriate.

Type of Survey Reference number Date of survey N/AAccess Audit Acoustic Survey Archaeological Survey Asbestos – Management Survey Asbestos – Refurbishment and Demolition Survey Condition Survey Drainage – CCTV Survey Environmental Impact Assessment Feasibility StudyFlood Risk Assessment Ground Investigation (including contamination) Mechanical Survey Legal Surveys – Party Wall Legal Surveys – Rights to Light Legal Surveys – Oversailing Periodic Electrical Inspection Structural SurveySustainability Survey Timber Rot / Infestation Topographical Survey Traffic Impact Survey Utilities – Search and Capacity Survey Other

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Please confirm that the survey recommendations are reflected in the capital budget and designs.

N/A

Yes

No

If you answered no, please provide justification for this decision: Write up to 600 characters (About 100 words)

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6.1 Description of proposed workPlease tick all that apply.

New Build Horizontal Extension

Shell Only Vertical Extension

Fitting out a building Refurbishment

Landscape and/or groundwork

Please provide us with a brief description of the proposed building works, the accommodation and facilities to be created, the method of construction and the outline specification of the main elements including the substructure and the mechanical and electrical installations. Where you have a separate specification document please attach this to the Detailed Design Stage CPDP. Write up to 1,500 characters (About 250 words)

Section 6: Design information

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6.2 Suitability of designExplain how the design of the capital elements of your project will meet the needs of the people who will use the facility. Write up to 1,000 characters (About 200 words)

6.3 AccessibilityAt the Big Lottery Fund we are committed to funding capital elements of projects which are accessible for all and therefore, please confirm that it is your intention that your capital scheme will comply or be in line with:●● The Equality Act 2010.●● Building Regulations

●● In England and Wales: Approved Document M – Access to and use of buildings (Building Regulations 2004)●● In Northern Ireland: Part R – Access and facilities for disabled people (Building Regulations)●● In Scotland: Building Standards (Scotland) Regulations 2004

●● BS 8300:2009 Design of buildings and their approaches to meet the needs of disabled people.●● BS 6465-1:2006+A1:2009 Code of practice for the design of sanitary facilities and scales of provision of

sanitary and associated appliances.●● All other relevant British/European Standards and regulations.

Tick this box to confirm that you will comply with the above.

Tick this box to confirm that you have completed an Access Audit for the capital elements of your project and you are attaching a copy to the Detailed Design Stage CPDP.

Tick the box below to confirm that the following will be included in the capital elements of your project design. (This should be detailed on the drawings):

Tactile signage

Hearing Loops

Sufficient colour contrast to enable partially sighted to distinguish different surfaces and features.

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6.4 SustainabilityTick the appropriate boxes below and attach all relevant specifications and drawings to this CPDP to confirm that the proposed building is designed to be:●● energy efficient in its design and use, and●● adaptable to the forecast impacts of climate change.

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Item Heading Description Tick box to confirm you have provided this information with the CPDP

1 BREEAM Where new-buildings or extensions are proposed you have provided a report from your BREEAM Assessor confirming that the scheme currently achieves a BREEAM Excellent rating.

2 Building Services Commissioning

The design specifications and drawings demonstrate that commissioning will be carried out to enable the building services systems (heating, cooling, ventilating) to perform efficiently reflecting the usage patterns of the end users. A draft Building User Guide for non-technical building users is attached to help ensure that the building is operated efficiently.

3 Thermal Comfort The design specifications and drawings demonstrate that appropriate thermal comfort levels will be achieved in occupied spaces using natural ventilation systems where possible.

4 Reduction in CO2 emissions

The design specifications and drawings demonstrate that a “fabric first” approach has been considered and used where appropriate to reduce energy usage by improving the thermal performance and air-tightness of the building.

5 Use of Low or Zero Carbon technologies (LZCs)

You have carried out a sustainability survey to determine the most appropriate LZC for the proposed building and have incorporated its recommendations into the building design.

6 Promoting Green Travel

The design specifications and drawings demonstrate that the building includes elements which encourage green travel (walking, cycling, and use of public transport) by the building’s users.

7 Climate Change adaption

The design specifications and drawings demonstrate that the building will be adaptable to the future impacts of climate change such as warmer summers or high rainfall in short period of time.

8 Appropriate Building Materials

The design specifications and drawings demonstrate that building materials are specified which:- have a low environmental impact.- re-use existing building materials where applicable. - are responsibly sourced.

9 Waste management The design specifications and drawings demonstrate that provision is made for recycling and waste management on site and also when the completed building comes into use.

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6.5 ConstraintsTell us about any design constraints that are yet to be resolved at the time of Detailed Design Stage CPDP submission, tell us why they have not been resolved and the action plans put in place to resolve such issues. Write up to 600 characters (about 100 words)

6.6 Design for ongoing management and maintenanceTell us about the design measures included to minimise the financial impact of ongoing maintenance on the building in the future. Write up to 1,000 characters (About 200 words)

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You should provide the drawings and design information listed below. The drawing and design information is required to be at the conclusion of RIBA 2013 Stage 3 (approximately equivalent to RIBA 2007 Stage E).●● A location plan (minimum scale 1:1250) – The site of the capital elements of your project should be outlined in

red with your building (or proposed footprint for a new build) outlined in blue. The surrounding road names should be provided.

●● Colour photographs – Recent photographs of the existing site or buildings.●● An existing site plan (minimum scale 1:200) – The existing buildings, roads, gardens and open spaces should be

clearly visible.●● A proposed site plan (minimum scale 1:200) – The position of the proposed building, any vehicular access,

boundary walls and any surrounding buildings should be clearly visible.●● Floor plans (minimum scale 1:50 or 1:100; A3 minimum size) – The existing (where applicable) and proposed

co-ordinated RIBA Plan of Work 2013 Stage 3 architectural, mechanical & electrical and structural floor plans should be provided, noting the gross internal floor area in square metres and annotated with specification notes.

●● Elevations and sections (minimum scale 1:100) – The existing (where applicable) and proposed co-ordinated RIBA Plan of Work 2013 Stage 3 architectural, mechanical & electrical and structural dimensioned elevations should be provided, annotated with specification notes.

7.1 Drawing scheduleProvide a list of all the drawings you are sending us or provide a copy of your latest drawing register including the following information:

Description Drawing number Date of drawing Revision number

Section 7: Schedule of drawings

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8.1 Capital programme of worksCapital elements of projects are often complex. They can involve a number of parties working on a number of interconnected activities. Often these activities happen at the same time, rather than one after the other. It’s therefore important that the capital programme of works is undertaken and activities are properly planned.We’ve asked you to provide a Gantt Chart of the capital programme of works with all of the key construction activities listed and we have also include a schedule below for you to notify us of the key forecast dates associated with key activities. For further information go to Section 8 of the Capital Guidance document.What are the actual dates already achieved and the forecast dates for the following activities in your schedule? Please also send a Gantt chart of the capital programme of works for the capital elements of your project.

Start (dd/mm/yyyy) Finish (dd/mm/yyyy) Not applicableAppoint consultants

Design activity including surveys

Purchase

Planning consent

Listed Building consent

Building Regulations or Standards approval

Construction Procurement

Construction period *

Building Regulations or Standards Final Completion Certificate

Practical Completion

Start of business operations

* If you are awarded a capital grant, you will need to start on site within six months of being awarded a grant.

Section 8: Management strategy for the capital elements of your project

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8.2. Procurement route & rationaleDescribe the procurement route. Procurement refers to the process that you decide to use to appoint a contractor (or a number of contractors) to deliver the capital elements of your project. Write up to 1,000 characters (about 200 words)

8.2.1 Form of contract (Building)What form of contract will be used?There are various different forms of building contract that you can use to appoint the main building contractor to deliver the construction contract. You need to confirm at detailed design stage what form of building contract you propose to use. Write up to 200 characters (about 50 words)

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8.3 Professional teamGive details of the organisations of outside professionals who have been or will be appointed. Please provide the name and address of the organisations appointed and attach their up to date professional indemnity insurance certificates.

Not applicable

Appointed To be appointed

Organisation-practice name and address

Acoustic Engineer

Archaeologist

Architect

Architectural TechnologistBREEAM Assessor

Building Surveyor

CDM Co-ordinator

Civil Engineer

Environmental SurveyorMechanical and Electrical EngineerProject Manager

Quantity Surveyor

Structural Engineer

Other

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8.3.1 Lead professionalWhich organisation/company will provide your lead professional? Please provide the practice name and address and the selection process undertaken. Write up to 600 characters (About 100 words)

8.3.2 Professional team selection processPlease confirm the selection process followed to appoint the professional team. Write up to 600 characters (About 100 words)

8.3.3 Mechanical and electrical design and deliveryWhich organisation/company has designed the mechanical and electrical engineering (M&E) installations and how do you intend to deliver the M&E works? Write up to 600 characters (About 100 words)

8.3.4 Contract administrator Service Which organisation/company is the contract administrator (or equivalent)? Write up to 600 characters (About 100 words)

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8.4 Your management teamTell us about your internal management team including roles, responsibilities and past experience of work of this nature. Tell us how you will form an effective working link with the capital professional team? You may wish to send us a Management Structure diagram with your capital delivery plan. Write up to 1000 characters (About 200 words)

8.5 Managing cost and design changesExplain the process you will use to manage the budget for the capital elements of your project and control design changes? Write up to 1000 characters (About 200 words)

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8.6 Managing riskTell us how you will manage risk on the capital elements of your project. Write up to 1000 characters (About 200 words)

8.7 Capital Risk registerProvide us with a copy of your capital risk register. Please tick here to confirm that you are sending us this document.

8.8 Capital elements of projects delivered wholly or partially in Wales If all or part of the capital elements of your project will be delivered in Wales there are requirements under the Welsh Language Measure to provide services bilingually. Please confirm the following.Will all signage to the land or building be bilingual in both Welsh and English?

N/A

Yes

No

Will all tender documents and the like be available in both Welsh and English? N/A

Yes

No

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Please tick to confirm that you have completed your Capital Cost spreadsheet and that your Quantity Surveyor (or relevant building professional) has completed an elemental cost plan for the capital elements of your project and you are attaching both documents to this Detailed Design Stage CPDP

Tick to confirm that you have contacted either your local VAT office or engaged a VAT expert to find out how much VAT you can recover on the cost of the capital elements of your project and that you are sending us relevant evidence.

Section 9: Cost of the capital elements of your project

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Please tick the following boxes to confirm that:Yes

you are progressing an asset transfer of the freehold or leasehold of the land or building and are sending us an independent surveyor’s valuation report (Section 3).

you are progressing an asset transfer of the land or building and are sending us a copy of the Sasine or Land Register of Scotland Certificate (in Scotland) or Land Registry Certificate or a solicitor’s letter confirming current ownership (Section 3).

you are progressing either a leasehold or freehold asset transfer and are sending us correspondence from the transferring body confirming their intention to transfer the land or buildings to you.

you are progressing the asset transfer of the leasehold interest in the land or buildings and you are sending us a draft copy of the lease.

you have attached the relevant documentation requested in Section 4 relating to planning consent, listed building consent, building regulations and other consents (Section 4).

you are sending us copies of your site survey reports (Section 5).

you are sending us a copy of your design specification document (Section 6).

you are sending us a copy of your Access Audit for the capital elements of your project (Section 6).

you are sending us all of the documentation requested to confirm that you achieve our sustainability requirements (Section 6.4).

you are sending us copies of your location, site, floor, elevation and section drawings (Section 7).

you are sending us recent photographs of the existing site or buildings (Section 7).

you are sending us the up to date Professional Indemnity Insurance Certificates for all of the professional team members (Section 8).

you are sending us a Capital risk register (Section 8).

you are sending us a Management Structure diagram (Section 8).

you are sending us your capital programme of works as a Gantt Chart (Section 8)

you have attached your QS’s elemental cost plan and our Capital Cost Spreadsheet (Section 9).

you have contacted either your local VAT office or engaged a VAT expert to find out how much VAT you can recover on the cost of the capital elements of your project and that you are sending us relevant evidence.

Section 10: Finishing your capital delivery plan

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