Property and Insurance Services (PAIS) 3E APPLICATION TO LEASE Filling in this form is the next step in the process for leasing property. This form is to be: Completed after Form 1 “Getting Started” and Form 2 “Discerning and Deciding” (if applicable). Completed by congregations, presbyteries and agencies seeking approval to lease property either owned by The Uniting Church in Australia Property Trust to a tenant, or to lease a property owned by a non-UCA entity. Forwarded to Property and Insurance Services (PAIS) by the Discernment Partner (Presbytery or Uniting Care Victoria and Tasmania) as applicable. SECTION A: 1. APPLICANT AND PROJECT DETAILS BENEFICIAL USER Congregation* Discernment Partner Synod Reference No.** Contact Person Rev / Dr / Mr / Mrs / Ms / Miss Position Email Phone BH Mobile Address (Postal) * Presbytery / Organisation name if not a Congregation ** Synod Reference Number – this was allocated when Form 1 was lodged with PAIS 2. LOCATION AND DESCRIPTION OF PROPERTY TO BE LEASED Name of property (if applicable) Type of property Description of property, including assessment of overall condition Address (Street) Form 3E – Application to Lease 1 of 6 April 2011 Form 3E – Application to Lease 3. REASON FOR LEASE Please advise briefly the reason for seeking to lease this property 4. PROPOSED TERMS OF LEASE Will the applicant be: (please indicate) Is this lease application for a: (please indicate) Will the lease be for: (please indicate) Lessor (Landlord) Lessee (Tenant) New Lease Renewal Residential Retail Commercial Proposed Rental Market Rental Value Who provided the Market Rental Value Valuation Date Term of Lease Options Special Conditions on Lease If the proposed rental is less than recommended market rates, please advise reason. Name of proposed tenant(s), if known NOTE: Where there is an agreement for the property to be used by a UCVT Agency, please submit a copy of the Memorandum of Understanding together with this application. 5. PROPERTY UNDER OVERSIGHT OF APPLICANT Please list all property under the oversight of the applicant. (eg manses, churches, vacant land, shops etc) 2 of 6 April 2011 Form 3E – Application to Lease SECTION B: FINANCIAL DETAILS 6. FOR UCA PROPERTIES - ESTIMATED RENTAL INCOME & EXPENDITURE Gross Rental Income per annum $ Does this include GST? Less rental costs: Insurance Rates (Local councils may charge $ rates when property becomes incomeproducing) $ Annual maintenance provision $ Maintenance reserve $ Other costs $ Agent’s costs $ Net Rental Income 7. $ LEASE FUNDING DETAILS - FOR PROPERTIES LEASED BY UCA How will lease outgoings be financed? Provide details. NOTE: Please refer to the APPENDIX for further information regarding: Land Tax and leasing church property GST implications for leasing property 3 of 6 April 2011 Form 3E – Application to Lease SECTION C: PROPERTY INFORMATON FOR LEASE OF PROPERTY OWNED BY THE UNITING CHURCH IN AUSTRALIA PROPERTY TRUST 8. NAME OF REAL ESTATE AGENCY TO BE ENGAGED (If not applicable, go to next section) Name of Agent Address (Postal) Phone (BH) Contact Person Fax Mr / Mrs / Ms / Miss Email Agency commission 9. % Advertising budget $ PROPERTY MANAGEMENT BY A CHURCH COUNCIL OR UNITINGCARE AGENCY REPRESENTATIVE (Only to be completed if no Real Estate Agent is engaged) Contact details of person responsible for collecting rent, dealing with maintenance and other queries from the tenant. Name Rev / Dr / Mr / Mrs / Ms / Miss Position Address Phone (BH) Mob Email Please advise why an agent is not being engaged for management of this property. 10. CLIMATE EFFICIENCY INFORMATION As a part of the government’s drive to tackle climate issues, legislation requires entities to provide information to tenants if the premises are for commercial use and exceed 2000 square metres. Is the site to be used for Yes No commercial purposes? Does the building exceed Yes No 2000 sqm? NOTE: If the answer is NO to either or both of the above questions, a disclosure report is not required. If the answer to both questions is YES, a disclosure report regarding the energy efficiency of the building is required BEFORE the property can be leased. Please contact Ian Firth (Manager Property Services) on 03 9251 5419 to obtain further information about this process. 4 of 6 April 2011 Form 3E – Application to Lease SECTION D: APPROVALS Synod Reference No. Application CONGREGATION / AGENCY BOARD APPROVAL Name of Congregation/Organisation: Details of Approval: At a meeting held on (date), this application was approved by the: Church Council Congregation Other - Signed: Signed: Date: Date: Name: Name: Position: Position: PRESBYTERY APPROVAL Name of Presbytery: Details of Approval: At a meeting held on (date), this application was approved by the: Presbytery Standing Committee Delegated Committee Other Signed: Signed: Date: Date: Name: Name: Position: Position: UNITINGCARE VICTORIA AND TASMANIA or UNITING AGED CARE APPROVAL Signed: Name: Date: Signed by CEO / Director: Board Approval: Yes No Not Applicable Presbytery / UCVT Unit: Please provide comments detailing your support of this application by completing and attaching either a covering letter or “Form 4: Presbytery Comment”. 5 of 6 April 2011 Form 3E – Application to Lease APPENDIX: FURTHER INFORMATION CONTRACTS Once an application has been approved, ALL lease documentation must be signed by a member of either ‘The Uniting Church in Australia Property Trust (Victoria)’ or ‘The Uniting Church in Australia Property Trust (Tas.)’, as appropriate. These are the legal entities of the church and only Trust members have the authority to sign legally binding documents on behalf of the church. Please ensure that any contracts are completed with the owner (or the tenant) shown as the appropriate Property Trust, as noted above, and are sent for signing to the Property Officer, 130 Little Collins St Melbourne 3000 or (if appropriate) to the Presbytery Office in Tasmania at 96 Margaret St, Launceston TAS 7250. PRACTICAL MATTERS 1. The completed ‘Application to Lease’ is to be sent to your Presbytery, UnitingCare Victoria and Tasmania or the Uniting Aged Care Board, as appropriate. 2. The approving body will review the application and if appropriate, approve the application. 3. The approving body is to forward the approved application to the Administration Co-ordinator, Property Services, 130 Little Collins Street, Melbourne 3000. 4. The Property Board, or the Property Applications Review Team (PART) on behalf of the Property Board, will review the application and if appropriate, approve the application. ENQUIRIES In the first instance enquiries relating to leasing should be directed to the following: For congregations – the Presbytery Minister Administration of your presbytery. For UnitingCare (Victoria and Tasmania) Agencies – Ms Vaso Howard, UnitingCare Victoria and Tasmania Phone: 03 9251 5262 Email: vaso.howard@victas.unitingcare.org.au Level 4, 130 little Collins St, Melbourne 3000 Any further queries regarding leasing should be directed to: Mr Ian Firth, Manager Property Services Phone: 03 9251 5419 Email: ian.firth@victas.uca.org.au Any further queries regarding the completion of this application should be directed to: Natalie Brown, Administration Co-ordinator Phone: 03 9251 5420 Email: natalie.brown@victas.uca.org.au ADDITIONAL INFORMATION For additional information regarding the lease of property, refer to the “Thinking of Leasing: A Guide for Congregations” document which can be accessed online at: http://wr.victas.uca.org.au/property For additional information regarding the GST implications for leasing property, please refer to the “GST Manual” which can be accessed online at: http://wr.victas.uca.org.au/accounting-services Please note that the State Revenue Office charges Land Tax on all land except where that land is exempt. Church and charitable organisations are exempt from land tax. However, where a manse is leased to a tenant, the exemption granted no longer applies as the property is not being used by a charitable institution exclusively for charitable purposes. Therefore, please note that the congregation will need to set aside a portion of the rental income to contribute to the land tax that the church will be charged. For further information and to assess your liability, you will need to ascertain the total unimproved value of the land then refer to the SRO website at www.sro.vic.gov.au. A land tax calculator is available on this site. SYNOD RESOLUTION Synod Standing Committee resolved at the meeting 10th October 2009 (SC 9.52.1) to invite Presbyteries and other bodies responsible for manses to adopt the following policy: That every Council or body responsible for maintenance of a manse set aside 15% of the amount of the manse allowance each year into a local fund dedicated to upkeep the manse. AVAILABLE LETTER TEMPLATE A suggested form of letter is available for use by Church Councils when seeking expressions of interest from Real Estate Agents. This can be accessed online at:http://victas.uca.org.au/property 6 of 6 April 2011