Application for Mandatory and Discretionary Rate Relief

Application for Mandatory and Discretionary Rate Relief

Please note that failure to advise us immediately of any changes may affect your entitlement to this relief
Name and address of organisation claiming relief:
Property the relief is being claimed for:
Account reference:
Property reference:
Please select from the below:

Charitable organisations and Community Amateur Sports Clubs are eligible for 80% Mandatory Relief and can apply for a further 20% Discretionary ReliefCharity shops are eligible for 80% Mandatory ReliefOther sports clubs, societies and non-profit making organisations can apply for Discretionary Rate relief of up to 50%.
Section 1:
Which relief(s) are you claiming?

80% Mandatory Relief as a charitable organisation or Community Amateur Sports Club (CASC) and/orDiscretionary Relief as a charitable organisation, CASC or other non-profit making organisation
Section 2:

Your organisation
Name of organisation:
What is the purpose of your organisation?
Is the organisation registered as a charity or CASC?

YesNoExempt
Registration No.
If exempt from registration, please give reason why:
Excepted. Title of Excepting Order (if known)
Is the organisation established or conducted for profit?

YesNo
If No, please provide documentary proof of this e.g. annual accounts

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Is the organisation established to operate a village hall or a recognised youth association? E.g. uniformed organisation such as the Scouts or Guides

YesNo
If Yes, go straight to Section 6. If No, please continue completing this form
Section 3:

Charity shops only
What percentage of sales are attributable to donated goods?
What percentage of sales is used to support the objectives of the charity?
Section 4:

Alignment with the Councils Strategy (Measure 1 of the guidance)
How do the activities of your organisation support Wychavon District Councils Strategy and Corporate Priorities (available on the our website (www.wychavon.gov.uk/ourstrategy). Please state if your organisation has worked with the Council on any schemes and Initiatives, e.g. sports development initiatives.
Section 5:

Membership details
Are there any restrictions on membership or use of the services you offer, or is there open access to all members of the community?

Total restrictionLimited restrictionNo restriction
Please explain any restrictions on membership or use:
Does the organisation actively encourage membership from particular groups; for example young people, older people, disabled people, ethnic minorities or unemployed people

No encouragementSome encouragemenMajor encouragement
Please explain what steps, if any, the organisation takes to encourage membership from the above mentioned groups and provide proof of this where possible.
Are any membership fees related to member’s ability to pay?

YesNo
If Yes, please provide proof of any reduced membership fees.

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Are the facilities available to non-members and other organisations at reasonable hire rates?

Members onlyOther organisationsAnyone
If the facilities are available for use by non-members, please provide proof of this:

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Do the organisations facilities indirectly relieve, enhance or supplement Wychavon’s need to provide similar facilities?

YesNo
If YES, please state the reasons for this:
Section 6:

Service provision and alternatives
Please briefly describe the main activity of the organisation and the services it offers:
Are there other organisations providing similar activities in the local area?

YesNo
Does the organisation provide education, training or coaching facilities in order to develop the skills of the members, volunteers or staff members?

No trainingLimited trainingSubstantial trainingMajor training policy
Please briefly describe the organisations education, training or coaching programme:
Section 7

Residents Participation
What proportion of members, volunteers or staff members live in the Wychavon area?

Less than 1/3Between 1/3 to 2/3Over 2/3
What proportion of members, volunteers or staff members participate in the activities of the organisation

Less than 1/3Between 1/3 to 2/3Over 2/3
Section 8

Funding
Does the organisation undertake any fund raising activities to finance its expenses?

No fund raisingMinor fund raisingMajor fund raising
Please provide details of any fund raising activities or any grant aid received
Section 9

Please provide the following documents to support your application:
A copy of the registration certificate providing charitable status (if applicable):

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A copy of the constitution/rules for the organisation:

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A copy of the memorandum/articles of association:

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Copies of membership application forms, scale of fees and publicity material (as applicable):

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Any other proof required as detailed in Section 2 through to Section 8:

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Declaration: By submitting this form I agree to the best of my knowledge and belief that all the information I have given on this application is true and complete in all respects. I authorise the council to make any enquiries they wish to verify the information. Personal data is collected and processed in accordance with data protection law.

I agree that Wychavon District Council can use my personal data for the purpose of processing the Application for Mandatory and Discretionary Rate Relief, I understand my data may be shared with other departments within the council for the purposes of processing my application. For further information about how your data is managed please refer to the privacy notice on our website.

Please continue to pay your Business Rates in full on the due dates until you are informed that your application has been successful.
Full Name*

First NameLast Name
Address:
Date*

DayMonthYear
Phone Number*

Area CodePhone Number
Email*
example@example.com
Should be Empty:

Application for Mandatory and Discretionary Rate Relief

Section 1:

Section 2:

Section 3:

Section 4:

Section 5:

Section 6:

Section 7

Section 8

Section 9