case studies€¦ · case studies. case study – bindoon hall managed by: bindoon theatre group...
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CASE STUDIES
Case Study – Bindoon Hall
Managed by: Bindoon Theatre Group
Lease: BEAT:20 year lease expires 2029CWA 20 year lease expires 2032
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users- BEAT (53 members)- CWA (22 members)Casual Users- Many
Way Forward
Require regular returns to be submitted on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
Expenditure and Subsidy
The Shire incurs $111,345 in expenditure associated with running the facility.
There are some 217 users per week = 11,268 pa. The Shire’s subsidy extends to $9.44 per individual participating.
The valuation of Bindoon Hall is $1,688,400.
If we applied the deemed rate of return the expected rental income is $54,873 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $37,989 pa and the Shire’s rental subsidy is $32,965.
It should be noted that the deemed income is still significantly less than what the Shire spends on the premises annually - $111,345.
With expenditure of $111,345 and rental subsidy of $32,965 the Shire’s total investment in this facility is $144,310 pa.
Page 2
5,024.00$ 111,345.00$ 106,321.00-$
Depreciation 79,197.00$
1,688,400.00$ Deemed Rental @ 3.25% 54,873.00$
Deemed Rental @ 2.25% 37,989.00$
32,965.00$
11,268
106,321.00$
9.44$ Shire's Subsidy per participants
Annual Expenditure includes depreciation
Rental Subsidy
Annual Participation
Annual Expenditure
Bindoon Hall
Valuation
Net
Total RevenueTotal Expenditure
1916/17 FY
Case Study – Brockman Centre
Managed by: Shire of Chittering
Lease: Bindoon Men's Shed - 20 year lease expires 2034Bindoon Arts and Crafts – 10 year ease expires 2022Bindoon and District Historical Society 20 year lease expires 2030
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users- Men’s Shed (45 members)- Arts and Crafts (59 members)- Bindoon & District Historical Society (43 members)
Way Forward
Establish a user based committee of management (CoM) to oversee the day to day running of this facility.
Establish detailed terms of reference for the CoM.
Require regular returns to be submitted to the CoM on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
The Council my consider implementing a service level agreement with the CoM covering the occupiers participation in community events/open days (including grants) and master-planning the Centre.
Expenditure and Subsidy
The Shire incurs $72,858 in expenditure associated with running of the facility.
There are some 295 users per week = 15,333 pa. The Shire’s subsidy extends to $4.60 per individual participating.
The valuation of the Brockman Centre is $1,205,582.
If we applied the deemed rate of return the expected rental income is $39,181 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $27,125 pa and the Shire’s rental subsidy is $24,724.
It should be noted the deemed income $27,125 is still significantly less than what the Shire spends on the facilities annually - $72,858.
With expenditure of $72,858 and rental subsidy of $24,724 the Shire’s total investment in these facilities is $97,582 pa.
Page 3
2,401.00$ 72,858.00$ 70,457.00-$
Depreciation 31,451.00$
1,205,582.00$ Deemed Rental @ 3.25% 39,181.42$
Deemed Rental @ 2.25% 27,125.60$
24,724.60$
15,333
70,457.00$
4.60$
Annual Expenditure includes depreciation
Rental Subsidy
Net
Valuation
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Total RevenueTotal Expenditure
Brockman Centre1916/17 FY
Case Study – Chinkabee Complex
Managed by: Bindoon Sports and Recreation Association (353 members)
Lease: 20 year lease expires 2029
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users- Bindoon Sport and Recreation- Bowling Club- Tennis Club- Basketball Club- Netball Club- Cricket Club - Indoor Bowls- Max Employment - Playgroup- Bindoon Retirees
Casual Users- Social Group (cards & darts)- Wakes & Parties
Way Forward
Establish a user based committee of management (CoM) to oversee the day to day running of this facility.
Establish detailed terms of reference for the CoM, capturing the Shire’s goals and objectives and KPIs for regular reporting.
Require regular returns to be submitted to the CoM on --
• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
The Council may consider implementing a Service Level Agreement with the CoM covering the master-planning of the Complex.
Expenditure and Subsidy
The Shire incurs $37,145 in expenditure associated with running of the facility.
There are some 360 users per week = 18,770 pa. The Shire’s subsidy extends to $1.95 per individual participating.
The valuation of the Complex is $772,200.
If we applied the deemed rate of return the expected rental income is $25,097 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $17,375 pa and the Shire’s rental subsidy is $16,848.
It should be noted that the deemed income is still significantly less than what the Shire spends on the premises annually -$37,145.
With expenditure of $37,145 and rental subsidy of $16,806 the Shire’s total investment in this facility is $53,951 pa.
Page 4
568.00$ 37,145.00$ 36,577.00-$
Depreciation 6,529.00$
772,200.00$ Deemed Rental @ 3.25% 25,096.50$
Deemed Rental @ 2.25% 17,374.50$
16,806.50$
18,770
36,577.00$
1.95$
Chinkabee Compex
Annual Expenditure includes depreciation
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Total RevenueTotal Expenditure
Net
Valuation
1916/17 FY
Case Study – Chittering Health
Managed by: WACHS + Jupiter Health
Lease: WACHS (southern wing)5 year lease expires in 2020Jupiter (northern wing) 5 year lease expires in 2020
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Child Health & School Health NurseAustralian Hearing PhysiotherapistPodiatrist Two GPs & Nurse
Way Forward
Establish a committee of management (CoM) to oversee the seamless delivery of health services at the facility.
Establish detailed terms of reference for the CoM. The CoM should be linked to the Shire’s local health network.
Require regular returns to be submitted to the CoM on --• utilisation – monthly participation numbers• income and expenditure• insurance policies
Expenditure and Subsidy
The Shire incurs $104,557 in expenditure associated with running of the facility. The Shire receives rent of $28,532.
On the assumption there are 337 users per week (275 Jupiter & 62 WACHS)=17,524 pa. The Shire’s subsidy extends to $4.34 per individual attending.
The valuation of the Chittering Health building is $2,449,900
If we applied the deemed rate of return, the expected rental income is $79,621 pa. If we applied the deemed rate of return for community use the expected discounted rental income is $55,122 pa and the Shire’s rental subsidy is $26,590.
It should be noted the deemed income $55,122 is significantly less than what the Shire spends on the premises annually - $104,557.
With expenditure of $104,557 and rental subsidy of $51,089 the Shire’s total commitment to this facility is $155,646 pa.
Page 5
1916/17 FY
28,532.00$ 104,557.00$
76,025.00-$
Depreciation 73,656.00$
2,449,900.00$ Deemed Rental @ 3.25% 79,621.75$
Deemed Rental @ 2.25% 55,122.75$
51,089.75$
17,524
76,025.00$
4.34$
Chitteing Health
Valuation
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Annual Expenditure includes depreciation
Net
Total RevenueTotal Expenditure
Case Study – Ferguson House
Managed by: Silverchain(currently unoccupiedCase Study presents former occupancy)
Lease: 5 Year Lease – Expired in 2017
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users – N/A
Way Forward
Require regular returns to be submitted on --• utilisation – monthly participation numbers• income and expenditure• volunteer hours• insurance policies
Expenditure and Subsidy
The Shire incurs $17,787 in expenditure associated with running of the facility.
There are some 29 users per week = 1,500 pa**. The
Shire’s subsidy extends to $8.25 per individual attending.
The valuation of Ferguson House is $172,460
If we applied the deemed rate of return the expected rental income is $5,604 pa.
The Shire receives $5,415 from rent, which is $1,534 greater than deemed rental for community use.
It should be noted the deemed income is still significantly less than what the Shire spends on the premises annually - $17,787.
With expenditure of $17,787 and rental income of $1,534 greater than deemed rate the Shire’s total investment in this facility is $16,252 pa.
** The annual participation for this facility has been estimated.
Page 6
5,415.00$ 17,787.00$ 12,372.00-$
Depreciation 5,990.00$
172,460.00$ Deemed Rental @ 3.25% 5,604.95$
Deemed Rental @ 2.25% 3,880.35$
1,534.65-$
1,500
12,372.00$
8.25$
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Annual Expenditure includes depreciation
Ferguson House
Valuation
Net
Total RevenueTotal Expenditure
1916/17 FY
Case Study – Lower Chittering Hall
Managed by: Shire of Chittering
Lease: N/A – Annual User Agreements
Basic Terms: Shire to pay outgoingsShire to maintain and repair premises
Facility Users: Annual Users- Lower Chittering Cricket Club- Chittering Scouts- Chittering Valley Progress and Sporting Association
Casual Users - Private functions- Community Events & Meetings- Caravan Club
Way Forward
Require regular returns to be submitted on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
Expenditure and Subsidy
The Shire incurs $48,250 in expenditure associated with running of the facility.
There are some 64 users per week = 3,347** pa. The Shire’s subsidy extends to $12.63 per individual attending.
The valuation of Lower Chittering Hall is $405,300
If we applied the deemed rate of return the expected rental income is $13,172 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $9,119 pa and the Shire’s rental subsidy is $3,144.
It should be noted the deemed income is still significantly less than what the Shire spends on the premises annually - $48,250.
With expenditure of $48,250 and rental subsidy of $3,144 the Shire’s total investment in this facility is $51,394 pa.
** The annual participation for this facility has been estimated based on some of the information provided.
Page 7
5,975.00$ 48,250.00$ 42,275.00-$
Depreciation 18,898.00$
405,300.00$ Deemed Rental @ 3.25% 13,172.25$
Deemed Rental @ 2.25% 9,119.25$
3,144.25$
3,347
42,275.00$
12.63$
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Annual Expenditure includes depreciation
Lower Chittering Hall
Valuation
Net
Total RevenueTotal Expenditure
1916/17 FY
Case Study – Muchea Hall
Managed by: Shire of Chittering
Lease: N/A – Annual User Agreements
Basic Terms: Shire pays outgoings and maintains premises
Facility Users: Annual Users- Chittering Junior Football Club (268 members)- Muchea Netball Club (100 members)- Muchea Senior Cricket (50 members)- Muchea Junior Cricket (57 members)- Muchea Judo (20)
Casual Users- Private functions, events and meetings
Way Forward
Establish a user based committee of management (CoM) to oversee the day to day running of this facility.
Establish detailed terms of reference for the CoM, capturing the Shire’s goals and objectives and KPIs for regular reporting.
Require regular returns to be submitted to the CoM on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
The council my consider implementing a service level agreement with the CoM around master-planning the facility in
the context of the new Regional Facility being developed.
The tenure arrangements for the annual users should be reviewed with a view to transferring them onto multi-year licences.
Expenditure and Subsidy
The Shire incurs $86,787 in expenditure associated with running of the facility.
There are some 462 users per week = 24,073** pa. The Shire’s subsidy extends to $3.55 per individual participating.
The valuation of Muchea Hall is $1,106,600.
If we applied the deemed rate of return the expected rental income is $35,964 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $24,898 pa and the Shire’s rental subsidy is $23,578.
It should be noted the deemed income is significantly less than what the Shire spends on the premises annually - $86,787
With expenditure of $86,787 and rental subsidy of $23,578 the Shire’s total investment in this facility is $110,365 pa.
** The annual participation for this facility has been estimated for Judo and casual users.
Page 8
1,320.00$ 86,787.00$ 85,467.00-$
Depreciation 44,981.00$
1,106,600.00$ Deemed Rental @ 3.25% 35,964.50$
Deemed Rental @ 2.25% 24,898.50$
23,578.50$
24,073
85,467.00$
3.55$
Annual Expenditure includes depreciation
Muchea Hall
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Net
Total RevenueTotal Expenditure
Valuation
1916/17 FY
Case Study – Sandown Park
Managed by: South Midlands PoloCrosse Club(70 members)
Lease: expires June 2019
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users- South Midlands PoloCrosse Club- South Midlands Pony Club- Various casual users
Way Forward
Require regular returns to be submitted on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
Expenditure and Subsidy
The Shire incurs $21,887 in expenditure associated with running of the facility.
There are some 72 users per week = 3,750 pa. The Shire’s subsidy extends to $5.84 per individual participating.
The valuation of Sandown Park is $80,641.
If we applied the deemed rate of return the expected rental income is $2,620 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $1,814 pa and the Shire’s rental subsidy is $1,814.
It should be noted the deemed income is still significantly less than what the Shire spends on the premises annually - $21,887.
With expenditure of $21,887 and rental subsidy of $1,814 the Shire’s total investment in this facility is $23,701 pa.
Page 9
-$ 21,887.00$ 21,887.00-$
Depreciation 7,375.00$
80,641.00$ Deemed Rental @ 3.25% 2,620.83$
Deemed Rental @ 2.25% 1,814.42$
1,814.42$
3,750
21,887.00$
5.84$
Annual Expenditure includes depreciation
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Sandown Park
Net
Valuation
Total RevenueTotal Expenditure
1916/17 FY
Case Study – Tourism Centre
Managed by: Chittering Tourism Association(35 members)
Lease: 10 year lease – Expired 2018
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users- Chittering Tourist Association - Post Office and Visitor Centre
Way Forward
Require regular returns to be submitted on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
Expenditure and Subsidy
The Shire incurs $46,762 in expenditure associated with running of the facility.
There are some 944 users per week = 49,088 pa. The Shire’s subsidy extends to $0.86 per individual attending.
The valuation of Tourism Centre is $445,900.
If we applied the deemed rate of return the expected rental income is $14,491 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $10,032 pa and the Shire’s rental subsidy is $5,578.
It should be noted the deemed income is still significantly less than what the Shire spends on the premises annually - $46.762.
With expenditure of $46,762 and rental subsidy of $5,578 the Shire’s total investment in this facility is $52,340 pa.
Page 10
4,454.00$ 46,762.00$ 42,308.00-$
Depreciation 18,432.00$
445,900.00$ Deemed Rental @ 3.25% 14,491.75$
Deemed Rental @ 2.25% 10,032.75$
5,578.75$
49,088
42,308.00$
0.86$
Annual Expenditure
Shire's Subsidy per participants
Annual Expenditure includes depreciation
Tourism Centre
Rental Subsidy
Net
Total RevenueTotal Expenditure
Valuation
Annual Participation
1916/17 FY
Case Study – Wannamal Hall
Managed by: Wannamal Community Centre(50 members)
Lease: 20 year lease - 2029
Basic Terms: Lessee to pay outgoingsLessee to maintain and repair premises
Facility Users: Annual Users- Indoor Bowls- Tennis- Landcare- Koorunga CWA- Arts and Crafts- Caravan Club
Way Forward
Require regular returns to be submitted on --• utilisation – monthly participation numbers• income and expenditure as presented at AGM• membership register as presented at AGM• volunteer hours• insurance policies
Expenditure and Subsidy
The Shire incurs $81,365 in expenditure associated with running of the facility.
There are some 51 users per week = 2,670** pa. The Shire’s subsidy extends to $30 per individual attending.
The valuation of Wannamal Hall is $658,600
If we applied the deemed rate of return the expected rental income is $21,404 pa.
If we applied the deemed rate of return for community use the expected discounted rental income is $14,818 pa and the Shire’s rental subsidy is $14,818.
It should be noted the deemed income is still significantly less than what the Shire spends on the premises annually - $81,365.
With expenditure of $81,365 and rental subsidy of $14,818 the Shire’s total investment in this facility is $96,183 pa.
** The annual participation for this facility has been estimated based on some of the information provided.
Page 11
-$ 81,365.00$ 81,365.00-$
Depreciation 54,773.00$
658,600.00$ Deemed Rental @ 3.25% 21,404.50$
Deemed Rental @ 2.25% 14,818.50$
14,818.50$
2,670
81,365.00$
30.47$
Rental Subsidy
Annual Participation
Annual Expenditure
Shire's Subsidy per participants
Annual Expenditure includes depreciation
Wannamal Hall
Valuation
Net
Total RevenueTotal Expenditure
1916/17 FY
