THE SCOTTISH GOVERNMENT
£7 million House-building Infrastructure Loan Fund
Application Form
All applicants to the Housebuilding Infrastructure Loan Fund are required to
complete this application form.
All information will be handled in accordance with the Data Protection Act
1998
SECTION A: PROPOSAL OVERVIEW
This section looks for an overview of the project proposal and the loan applied for.
Please provide details of the location and /or address of
1
Location of proposal
the infrastructure to be funded and the associated
housing.
Please include a map.
2
What is the total capital
cost of the whole project?
(including costs for land,
infrastructure and any
house building over the
terms of the loan applied
for)
This includes the total cost of all land, fees, remediation
work, construction costs, other capitalised expenses.
Please provide any evidence you may have to support
the level of certainty associated with these costs,
including confirmation of whether these works have been
tendered.
Land £
Fees £
Decontamination £
Public Roads £
Construction £
Capitalised Expenses £
Infrastructure £
Total: £
3
Nature and Cost of the
infrastructure / house
building works
Please describe the works that the application relates to,
and their estimated costs along with any evidence to
indicate the certainty of these costs e.g. tender returns
etc.
As the state aid rules are different for decontamination
works and public road provision, we ask for these
elements to be set out separately.
Housing Infrastructure works
Costs £
Description of works
Public Infrastructure (e.g. Roads)
Costs £
Description of works
Decontamination
Costs £
Description of works
House building works
Costs £
Description of works
4
Housing that will be
delivered
Please provide details of the number of units by size,
type and tenure that will be delivered on the site.
5
Loan applied for
Loan applied for:
£
Period of loan (max 5 years)
SECTION B: THE APPLICANT
This section asks for core information about the applicant.
Please provide the organisation’s full legal name. Where
1
Name of applying
part of a larger organisation please provide parent
organisation
organisation details.
2
Full address of Registered
Office
3
Contact details
Please provide detailed contact information for a named
individual in the bidding organisation. Please describe
the relationship of the contact to the applicant e.g.
partner, agent, director, project manager
Name:
Address (if not the same as 2.)
Tel no:
e-mail address:
4
What type of Organisation
are you?
Please describe what sort of organisation you are and
tick as many boxes as apply.
If (e) applies, please
provide a full description of your organisation type
(a) Private Developer
(b) House Builder
(c) Local Authority
(d) Registered Social Landlord
(e) Charity
(f) Other (e.g. URC / joint venture/ single purpose vehicle)
5.
Organisation’s Track Record
Examples of housing projects previously developed by
applicant, including location, number of units, tenure and
sales achieved
6
Please provide the details of
any bodies that your
organisation is registered
with.
If you are registered, eg with NHBC, OSCR or Companies
House, please detail which body or bodies you are
registered with and supply all registration numbers
7
Is your organisation (named
at 2) capable of entering into
Please indicate that you are a legally constituted body
capable of entering into a legal commitment with
a legal commitment with the
Scottish Government?
8
9.
(Mandatory Requirement)
Financial viability of your
organisation.
Has
your
organisation
received any de minimis
State Aid during this or the
previous
two
financial
years? If so please indicate
the level of this.
Scottish Government.
Please provide audited accounts and annual report for
the 3 most recent financial years. Where most recent
audited accounts may be over 6 months old please
provide management accounts.
Has the organisation named at question 2 above received
any de minimis State Aid this financial year or over the
last 2 financial years?
Is there any existing commitment that would result in the
organisation receiving any de minimis State Aid over the
period of the loan?
(Mandatory Requirement)
10. Are you bidding as part of a a)
consortium or other form of
b)
partnership arrangement?
Yes – please answer questions 11, 12 and 13.
No – please move directly to question 14.
11
Who are your partners and Please provide full names and addresses for any partner
what sort of bodies are organisation(s) and state what sort of body they are.
they?
12
What is the legal nature of Please describe the nature of the relationships and
your
partnership
/ provide evidence of the legal agreement which governs
this arrangement.
arrangement?
13. If you are not the lead Please provide full contact information for a named
partner/body, please confirm person in the lead partner body/organisation
which organisation is and
how to get in touch with Name:
them.
Address (if not the same as provided in Q3)
Tel no:
e-mail address:
14
Are appropriate levels of
Public Liability Insurance
and Employers Liability
insurance in place?
Please provide a statement to confirm the type and level
of insurance in place. Evidence of this will be required
prior to any loan offer being made.
SECTION C THE SITE
This section requests information about the site which is the subject of the application,
including with regard to site ownership and planning permission. In addition, it requests
information about the housing to be delivered on the site to which the infrastructure relates.
1
2
Is funding in place to deliver
all the other parts of the
project, not covered by this
loan application?
Please provide a statement confirming the funding that is
in place to support the project. Please include copies of
any relevant documents that show this is in place, e.g.
letter from a lender, a loan offer or any appropriate
information from accounts or bank statements
(Mandatory Requirement)
Does the proposal have
outline planning permission
and/or an approved masterplan?
Please provide planning consent ref number(s) and
copies of approval letters for all works associated with
this development.
(Mandatory Requirement)
If full planning permission is in place, please provide
details.
If full planning permission has been applied for, please
confirm the date when this is likely to be considered.
Where S75 agreements relate to this site please provide
details. Please include copies of relevant S75 agreement.
Please indicate that any road construction consents are
in place and provide copies of consent.
Please indicate if building consent is in place and if not
when you expect it to be.
3
Are there any off site works
contained in a suspensive
condition or S75 agreement
that must be implemented
prior to development
commencing?
If so please provide details.
4
(Mandatory Requirement)
Do you have ownership or
control of the all sites that
relate to this application?
What security can you offer
the Scottish Government
against the loan?
(Mandatory Requirement)
Yes / No
Please provide details of any off site works required and
that these will be delivered to allow development to
proceed in 2011. Where third parties (e.g. statutory
bodies such as Transport Scotland, Scottish Water etc)
are required to carry this out please provide evidence of
their commitment to do so.
Do you currently own the site?
(If yes, please include a copy of the land certificate or, if
the title is not registered in the land registry, copies of
title deeds or a certificate of title signed by a solicitor.)
If you do not own the site, what is the nature of the
agreement, that you have with the land owner, to buy?
Is this agreement legally binding?
Is the land unencumbered?
Will the Scottish Government be able to gain security
over the site?
What organisation, if any, already has security over the
site?
5
Is housing on the site wholly Please note that, where private housing for sale is to be
built, the loan repayment profile will normally be
or partially for sale?
constructed to match the anticipated sales profile.
If yes, please set out:
 The
anticipated
Market price for the
units.
Where housing is not for sale please indicate your
proposals for repayment.
 The anticipated sales
profile for the units
per quarter.
 Any market evidence
to support these
prices and sales
profile.
If no, please indicate your
proposal for repaying the
Scottish Government’s loan
over the five year period.
6
What other developments
are happening locally?
Please provide a statement of what other developments
are underway locally that may provide a useful indication
of local marketability
7
How quickly could work start
and complete?
1. To deliver the infrastructure
Start
Complete
2. To deliver the housing
Start
Complete
SECTION D: SUSTAINABLE PLACES
In this section we are looking for any additional information that you may wish to include in support of
your application. We are particularly interested in any aspect of the project that demonstrates added
value in terms of contributing to the Scottish Government’s policies and objectives for sustainable
placemaking.
1
Please provide a Sustainable Places statement covering
Does the proposal
the issues outlined in Section F of the guidance
contribute to Scottish
document.
Government policy on
2
sustainable design and
placemaking?
Will the proposal have any
warranties, guarantees or
specialist accreditation?
Please provide details of any warranties, guarantees or
accreditation e.g. NHBC, Building Standards
Sustainability Labelling, Eco-Homes etc.
MANDATORY CHECKLIST
Please ensure that your proposal meets the following mandatory requirements. Applications that do
not meet these requirements will not be considered.
Outline Planning Consent or Outline Planning Consent is in place and/or an
approved master-plan
Approved Master-plan in
place
Ownership or control of Site
Applicant currently has ownership or control of
all sites that this application relates to.
Off site works
The applicant can demonstrate that any off site
works that the Council requires, in a suspensive
condition or S75 agreement that must be
implemented prior to development commencing,
are delivered or committed so as to allow
development to proceed in
2011/12
Other Finance in Place
Finance is in place to deliver all aspects of the
development other than those costs to be
covered by this loan
Repayment Period
The applicant can repay the loan within 5 years
State Aid
That should the application be successful, the
level of any de minimis State Aid to the
organisation would not be in excess of €200,000
over any 3 year period
Building Consent
Building consent will be in place prior to any loan
offer being issued.
Road Construction Consent
Where appropriate Road Construction Consents
are in place
Organisational Status
Please indicate that the applicant organisation is
a legally constituted organisation that is capable
of entering into a legal commitment with Scottish
Government
Please sign below to confirm that you are aware that all applications must meet the
mandatory requirements and to certify that your proposal meets all the requirements
of this check list.
Name: ………………………………………………………
Position: ……………………………………………………
Signed: …………………………………………..…………
Date: ……………………………..