Research on the pub sector in Scotland phase 1: scoping study

Annex 5: Managed Pub Case Study template

Letter accompanying case study template

Thank you again for agreeing to participate in this independent CGA research study on the operation of the pub sector in Scotland and to your Pub Company for agreeing to participate.

As part of this research, CGA is interviewing a wide range of pub types including managed pubs, tenanted and independent variants.

CGA would like to offer reassurance that all data collected will be handled securely and that maintaining confidentiality of all the data is one of the key cornerstones of our business; and this project. It will not be possible for the answers provided to be linked directly back to individual respondents and the details will be collated alongside all other responses.

Ideally we would like you to provide the specific individual case study information including some detailed aspects about trading for a selection of the pubs you operate in Scotland.

We require that a minimum of 5 business responses are collated as individual complete standalone document responses and sent back to us to enter into the 'case study'.

This document should be used as a guidance of the type of information we require. We hope you will provide us with as much detail as possible

Additionally, please provide invoiced sales information as distinct years 2013-14 & 2014-15. The financial accounts should be as detailed as possible and enable analysis of costs that will identify all Wet goods by beer, wine, spirits, cider and soft drinks, employment, and utilities with a full stated profit and loss for each outlet. This will be handled in the utmost confidentiality and CGA can provide a legally binding Non-Disclosure Agreement if/ as required to the Pub Company/ Businesses involved.

If any further additional information is needed on the requirements listed above, please contact the CGA Project Team in confidence.

The following questions are required to be completed for each individual outlet

1. Please state outlet name is [Outlet Name]

2. Please state premises type is a: [Pub / Bar / Hotel]

3. Why is the pub company choosing to run this pub as a managed operation?

4. Why and how was the Manager chosen to run their current pub?

5. How long has the Manager been in the Pub Industry?

6. How long have they managed their current pub?

7. Does the Manager have flexibility regarding amendments/renegotiations to their current contract? If so, what are the key areas of flexibility?

8. Can you confirm the managed operational type/ agreement (freehold/ leasehold/ tenancy/ other) for the selected pub? If 'other', please specify which type of pub.

9. How often, on average, are your drinks prices or services in the category types below changed/ reviewed (i.e. 6 monthly/ annually/ less often)?

• Beer Draught:
• Beer Packaged:
• Cider Draught:
• Cider Packaged:
• Spirits:
• Wines:
• Soft Drinks:
• Machines (optional):

10. By how much (in % terms) has the wholesale purchase price of your drinks changed in the following category types below in the last 3 years?

• Beer Draught:
• Beer Packaged:
• Cider Draught:
• Cider Packaged:
• Spirits:
• Wines:
• Soft Drinks:
• Machines (optional):

11. If the following services are not explicitly included within the Profit & Loss accounts provided can you outline what you consider to be the average total annual operational cost of them (in £)?