nationalnon-domesticrates-charitablerelief · 5.5.1 the small business rate relief scheme (sbrr) is...

ENCLOSURE 4.1

CANNOCK CHASE COUNCIL

RATE RELIEF COMMITTEE

31 JANUARY 2012

REPORT OF THE HEAD OF FINANCIAL MANAGEMENT

RESPONSIBLE PORTFOLIO LEADER - LEADER OF THE COUNCIL

NATIONAL NON-DOMESTIC RATES - CHARITABLE RELIEF

KEY DECISION-NO

1. Purpose of Report

1.1 To advise Members of renewal applications received in respect of National Non-Domestic

Mandatory and Discretionary Charitable Relief for the financial year commencing 1 April 2012.

1.2 To advise Members of 6 new applications received in respect of National Non-Domestic

Mandatory and Discretionary Charitable Relief for the financial years commencing 1 April 2011

and 1 April 2012.

1.3 To advise Members of a new application received in respect of National Non-Domestic

Discretionary Charitable Relief for the financial years commencing 1 April 2011 and 1 April

2012.

1.4 To note the action taken by the Head of Financial Management in approving applications for

Mandatory Relief.

1.5 To consider and determine the granting of top-up Discretionary Relief from Non-Domestic

Rates in respect of new and renewal applications for charities in receipt of Mandatory Relief.

1.6 To consider and determine the level of Discretionary Rate relief from Non-Domestic Rates in

respect of new and renewal applications for non-profit making organisations.

2. Recommendations

2.1 To note the action of the Head of Financial Management in awarding Mandatory Relief.

2.2 To consider the applications for discretionary relief on their merits and determine the amounts of

discretionary relief to be granted, subject to approval of the 2012/13 budget by Council.

2.3 Should any applications be refused, to specify the basis on which the relief is refused.

File Reference of 12

ENCLOSURE 4.2

3. Conclusions and Reasons for the Recommendations

3.1 Officers will not recommend a rate of relief to be awarded in respect of particular applications.

Members must treat each application on its own merits and have regard to the interests of

Council Tax payers within the district.

3.2 Members will be mindful that at Cabinet on 2 November 2011, a new framework for considering

levels of discretionary rate relief was adopted. A table detailing new levels of rate relief

awarded in each category can be found at 5.3 in this report.

4. Key issues

4.1 Members are asked to determine the amount of relief to be awarded to each of the cases

detailed in Annexes 2-4 having regard to the information provided in the applications and the

interests of Council Tax payers within the district.

4.2 Members should note that the budget for 2012/13 has been reduced from £21,720 to £15,720; a

reduction of £6,000. A new framework was agreed by Cabinet on 2 November 2011 in order to

achieve the required savings. Member should note that there is insufficient capacity to

implement all proposals within this report.


ENCLOSURE 4.3

REPORT INDEX

Background

Details of Matters to be Considered i.e. Options Considered, Outcome of

Consultations etc.

Contribution to CHASE

Financial Implications

Human Resource Implications

Legal Implications

Section 17 (Crime Prevention)

Human Rights Act Implications

Data Protection Act Implications

Risk Management Implications

Equality and Diversity Implications

Other Options Considered

List of Background Papers

Annexes to the Report

Report Author Details:

Rob Wolfe, Local Taxation and Benefits Manager- Extension 4397

Section

Section

Section

Section

Section

Section

Section

Section

Section

Section

Section

Section

Section

Annex

&5

1

2

3

4

5

6

7

8

9

10

11

12

13

1, 2, 3, 4


5.

5.1

5.2

5.3

ENCLOSURE 4.4

Section 1

Background

The Rate Relief Committee, at its meeting held on 26 January 2011, considered a report on

National Non-Domestic Rates - rate relief applications for the financial year commencing 1 April

2011. In addition to receiving new applications, the Committee noted all those organisations

requesting annual renewal of their Mandatory and Discretionary Charitable Relief for the

financial year 2011/12. The Committee noted the action of the Head of Financial Management

in awarding mandatory relief and went on to determine, from a consolidated list of applicants,

whether or not to renew discretionary relief in line with what had previously been granted at the

beginning of or during the previous year. New applications were then considered separately on

their merits.

When considering the level of discretionary relief to be awarded in each category for the

financial year commencing 1 April 2012, Members should be mindful of the new framework

which was approved by Cabinet on 2 November 2011. Cabinet agreed that in order to achieve

the required savings of £6,000 then the currently levels of relief should be reduced as follow:

• organisations currently receiving 7% Top Up Rate Relief be reduced to 5%

• organisations currently receiving 15% Discretionary Rate Relief be reduced to 10%, and

• organisations currently receiving 65% Discretionary Rate Relief be reduced to 50%.

Notification has been sent to affected ratepayers to advise of the changes to discretionary rate

relief entitlements from 1 April 2012.

At Cabinet on 2 November 2011, Members agreed a new framework for considering the level of

discretionary rate relief to be awarded in each category. A table detailing the new framework

agreed by Members is detailed below:

siiiEducational

Establishments

Birth Defects

Foundation

Home Farm

Trust Ltd

Housing 21

Advice, Support

and Training

Centres

Cannock Chase

Community

Care Committee

(5C's Training)

Community

Groups and

Centres

Mandatory/;

80%

80%

80%

80%

80%

80%

80%

m0%

0%

0%

0%

5%

5%

5%

0%

0%

0%

0%

0%

0%

0%

80%

80%

80%

80%

85%

85%

85%


ENCLOSURE 4.5

I!1

Charity Shops 80% 5% 0% 85%

Scouts and

Guides 80% 5% 0% 85%

Playing Fields 80% 5% 0% 85%

Working Men's

Clubs 0% 0% 10% 10%

Other Social

Clubs 0% 0% 10% 10%

Sports Clubs

(without bars) 0% 0% 50% 50%

Sports Clubs

(with bars) 0% 0% 10% 10%

CASCs 80% 5% 0% 85%

5.4 Community Amateur Sports Clubs (CASCs)

5.4.1 Legislative provision has been made with regard to sports clubs that came into force with effect

from 1 April 2004. This provision grants mandatory rate relief to any sports club that has

registered with the Inland Revenue as a Community Amateur Sports Club (CASC). Billing

authorities can also grant top-up discretionary relief thus effectively granting CASCs the same

rights to business rate relief as registered charities. This relief will operate alongside the

current discretionary scheme and therefore any sports club that has not registered with the

Inland Revenue will continue to be eligible for discretionary relief as previously granted.

5.4.2 All sports clubs in the Cannock Chase District wishing to renew their relief for 2012/13 have

been asked to confirm whether or not they are now registered as CASCs.

5.5 Small Business Rate Relief

5.5.1 The Small Business Rate Relief Scheme (SBRR) is a rate relief available to business

ratepayers from April 2005. The scheme is aimed at helping small businesses that occupy

properties with a rateable value of under £18,000. The level of relief granted will vary

depending on the rateable value of the property. Organisations that qualify for mandatory relief

are excluded for the small business rate relief scheme. However, discretionary rate relief can

be granted to organisations in receipt of SBRR.

5.6 Criteria for Assessing Eligibility

5.6.1 Criteria for assessing eligibility for Discretionary relief was agreed by the Financial Sub-

Committee on 9 February 1990. Details of the criteria and a simplified precis, which Members

might find useful, are attached to this report at Annex 1 (pages 3 to 6).


ENCLOSURE 4.6

5.6.2 Members may also wish to bear in mind the following points when considering applications for

relief:-

(a) in general, any reduction in the cost of administering a charity releases more funds to

further the objects for which it exists, and

(b) careful consideration should be given to bona fide cases for relief, taking into account

the contribution which the organisation makes to the amenities of the area and

(c) consideration should be given to the financial benefits of granting relief from rates as an

offset against any annual assistance of grants given to clubs and organisations. In

general, the cost to the Council taxpayer of granting rate relief may be less than cash

grants.

Section 2

6. Details of Matters to be Considered

6.1 Annex 2 attached to this report summarises by category, all the organisations seeking to renew

their application for charitable relief for the financial year 2012/13. This summary approach was

taken in the interest streamlining procedures and reducing time spent on administration. It was

adopted by this Committee when considering renewal applications for 2002/03. Each

organisation detailed has completed and returned their annual renewal form for the new

financial year. The Annex also shows the cost to the General Fund of granting Discretionary

Rate Relief for 2012/13 at the levels adopted in the new framework approved by Cabinet on 2

November 2011.

6.2 Annex 3 attached to this report details 6 new applications for Mandatory and Discretionary

Relief for the financial years 2011/12 and 2012/13 from the following organisations: Bangladesh

Education and Development Foundation, West Chadsmoor Family Centre Ltd, Barnardo's, Age

UK South Staffordshire, Krizevac Project and Staffordshire University Academy.

6.3 Annex 4 attached to this report details 1 new application from Targeted Training Projects Ltd

for Discretionary Relief for the financial years 2011/12 and 2012/13.

6.4 Annex 5 attached to this report is a letter from Chadsmoor Progressive Working Mens Club

wishing to be considered for discretionary rate relief at a higher level for the financial year

2012/13.

6.5 Members are reminded that each application should be considered on its merits, particularly as

the Committee has previously agreed to inform applicants, who are refused relief, of the

reasons for that refusal.

6.6 Members should also note that, from 1 April 1997, regulations now provide that Local

Authorities may reach a decision to grant discretionary relief for a limited time after the end of a

particular financial year. This means that applications for discretionary rate relief for 2011/12

may be considered up to the end of September 2012.


ENCLOSURE 4.7

Section 3

7. Contribution to CHASE

There are no identified implications arising from this report.

Section 4

8. Financial Implications

8.1 Mandatory and Discretionary Charitable Relief

BAA The full cost of mandatory relief to charities under Section 43 or 45 is borne by the Non-

Domestic rate pool. Where an authority exercises its discretion and grants relief at a higher

level than the 80% mandatory level, the amount of relief that would have been allowed under

Section 43 and 45 will be offset against payments into the pool, together with 25% of the

additional relief granted. Council Taxpayers meet the remaining 75% of the additional

discretionary relief. Therefore, if 100% relief is granted to a charity, 85% of the cost is met by

the Non-Domestic rate pool and 15% locally.

8.1.2 Where discretionary relief is granted to a non-profit making organisation, 75% of the cost is met

by the Non-Domestic rate pool and 25% locally by Council Taxpayers.

8.2 Budgeted Relief for 2011/12

8.2.1 For 2011/12, an amount of £21,720.00 is included in the General Fund Budget to meet the

Council's costs of discretionary relief granted. Currently, there remains £4,008.35 in the budget

to meet these costs.

8.2.2 As an indication for Members, the table below sets out an example of the cost to the Council if

top-up discretionary relief is granted for 2011/12 in respect of the new applications included in

Annex 3; and if discretionary relief is granted for 2011/12 in respect of the new application

included within Annex 4. Members should note that these amounts are in line with current

awards of discretionary relief for other similar organisations.

8.3 The cost to the Council if discretionary relief is granted as follows would be:-

Application

Annex 3: (New Applications -

Mandatory & Discretionary Relief)

Bangladesh Education & Development

Foundation (101145097)

1st Floor, 4 Mill Street, Cannock

West Chadsmoor Family Centre Ltd

(101147752)

98-100 Princess Street, Cannock

Relief

7% top-up relief

7% top-up relief

Year

2011/12

2011/12

Cost to the Council

£

137.89

68.94


ENCLOSURE 4.8

Barnardo's

(101146957)

6 Upper Brook Street, Rugeley

Age UK South Staffordshire

(101145848)

57 Market Street, Hednesford

Krizevac Project

(101147901)

Chase View, Walkers Rise, Hednesford

Staffordshire University Academy

(101147671)

Marston Road, Hednesford

SUBTOTAL

Annex 4: (New Application -

Discretionary Relief Only)

Targeted Training Projects Ltd

(101140092)

Unit 6 Hemlock Park ind Est, H/Green

SUB TOTAL

TOTAL

Less Budget Remaining

Balance of Budget

7% top-up relief

7% top-up relief

7% top-up relief

7% top-up relief

Upto 100%

Discretionary

relief

2011/12

2011/12

2011/12

2011/12

2011/12

2011/12

2011/12

112.17

75.31

219.64

2,645.92

3,259.87

(50%) (100%)

852.47 1,704.94

(50%) (100%)

852.47 1,704.94

(50%) (100%)

4.112.34 4.964.81

4,008.35

(50%) (100%)

(103.99) (956.46)(DEFICIT) (DEFICIT)

8.3.1 Members will note that if the proposal is to approve the new applications at 7% top-up

discretionary relief then the remaining budget of £4,008.35 would reduce by £3,259.87 leaving a

balance of £748.48. This balance would then be further reduced by up to £1,704.94 should

Members approve discretionary rate relief in respect of the other new application.

8.3.2 Members must consider that the remaining budget is the only provision in order to meet any

new or renewal applications received during the financial year 2011/12. There is no scope

within existing approved budgets to meet any shortfall in rate relief.

8.3.3 Should Members agree to relief in excess of the approved Discretionary Rate Relief budget for

2011/12 then this report should be referred to Cabinet to allow compensating savings to be

identified to enable the required Supplementary Estimate to be granted.


ENCLOSURE 4.9

8.3.4 Should there be an excess of budget at the end of the financial year 2011/12 then this should

be requested to be carried forward and added onto the budget for the new financial year

2012/13.

8.4 Budgeted Relief for 2012/13

8.4.1 The Budget for 2012/13 will be determined by Council on 15th February 2012. An amount of

£15,720 is included in the draft budget. If approved, this amount plus any surplus for 2011/12,

for which rollover is approved, will be included in the General Fund Budget to meet the

Council's costs of discretionary relief granted. This is to cover renewals, new applications

submitted to this meeting and any new applications for charitable, rural or hardship relief that

might be submitted during the year. If the 2012/13 budget is not approved, a further meeting of

the Rate Relief Committee may be required to reconsider the relief awards.

8.5 Estimate for Rate Relief Renewals for 2012/13

8.5.1 The table below sets out for Members the total amount of Mandatory and Discretionary Relief to

be awarded for 2012/13 should they determine to award relief in line with the new framework

adopted by Cabinet on 2 November 2011. Annex 2 attached to this report details the renewal

applications for 2012/13 together with the new levels of Discretionary Relief.

8.5.2 Members should note that the amounts of Mandatory and Discretionary Relief detailed in the

estimate below are for a full year, in some cases the amount of relief may cease or be reduced

thus freeing up more budget for the remainder of the financial year.

TYPE OF RELIEF

(Charitable)

Mandatory

Discretionary

Discretionary

TOTALS

Budget

2012/13

Budget

Remaining

PERCENTAGE

RELIEF

80%

5% top-up

Up to 100%

AMOUNT OF

RELIEF

£

785,244.70

13,466.00

12,119.64

810,830.34

PROPORTION

OFFSET

AGAINST

PAYMENTS INTO

NNDR POOL

£

785,244.70

(25%)

3,366.50

(75%)

9,089.73

797,700.93

PROPORTION

BORNE

LOCALLY BY

COUNCIL

TAXPAYERS

£

0.00

(75%)

10,099.50

(25%)

3,029.91

13,129.41

£15,720.00

£2.590.59


ENCLOSURE 4.10

8.6 New Applications for 2012/13

8.6.1 Assuming that Members determine to award Mandatory and Discretionary Relief for 2012/13 as

set out in Annex 2 then the budget remaining will be £2,590.59.

8.6.2 As a guide for Members, the table below identifies the costs to the Council should they choose

to determine to award top-up discretionary relief and discretionary relief in respect of the new

applications included in Annex 3-4.

Application

Annex 3: (New Applications -

Mandatory & Discretionary Relief)

Bangladesh Education & Development

Foundation (101145097)

1st Floor, 4 Mill Street, Cannock

West Chadsmoor Family Centre Ltd

(101147752)

98-100 Princess Street, Cannock

Barnardo's

(101146957)

6 Upper Brook Street, Rugeley

Age UK South Staffordshire

(101145848)

57 Market Street, Hednesford

Krizevac Project

(101147901)

Chase View, Walkers Rise, Hednesford

Staffordshire University Academy

(101147671)

Marston Road, Hednesford

SUB TOTAL

Annex 4: (New Application -

Discretionary Relief Only)

Targeted Training Projects Ltd

(101140092)

Unit 6 Hemlock Park Ind Est, H/Green

SUBTOTAL

Relief

5% top-up relief

5% top-up relief

5% top-up relief

5% top-up relief

5% top-up relief

5% top-up relief

Upto 100%

Discretionary

relief

Year

2012/13

2012/13

2012/13

2012/13

2012/13

2012/13

2012/13

Cost to the Council

£

133.97

171.75

180.34

103.05

528.14

3,435.00

4,552.25

(50%) (100%)

901.69 1,803.38

(50%) (100%)

901.69 1,803.38


ENCLOSURE 4.11

TOTAL

Less Budget Remaining

Balance of Budget

2012/13

2012/13

(50%) (100%)

5,453.94 6.355.63

£2,590.59

(50%; (foo%;

(2.863.35) (3.765.04)(DEFICIT) (DEFICIT)

8.6.3 If the proposal is to approve the new applications at 5% top-up discretionary relief then the

remaining budget of £2,590.59 would reduce by £4,552.25 leaving a deficit of £1,961.66. This

deficit would then be further reduced by up to £1,803.38 leaving a deficit of £3,765.04 should

Members approve a maximum of 100% discretionary relief in respect of the new application.

8.6.4 Members should also note the request from Chadsmoor Progressive Working Mens Club to be

considered for 50% discretionary rate relief for the financial year 2012/13. Should Members

consider approving this renewal application at a higher level of relief than normal then the

budget would be further reduced.

8.6.5 Members must consider that the remaining budget is the only provision in order to meet any

further new or renewal applications received during the financial year 2012/13. There is no

scope within existing approved budgets to meet any shortfall in rate relief.

8.6.6 Should Members agree to relief in excess of the approved Discretionary Rate Relief budget for

2012/13 then this report should be referred to Cabinet to allow compensating savings to be

identified to enable the required Supplementary Estimate to be granted.

8.6.7 Should there be an excess of budget at the end of the financial year 2012/13 then this should

be requested to be carried forward and added onto the budget for the new financial year

2013/14.

Section 5

9. Human Resource Implications


10. Legal Implications

10.1 Mandatory and Discretionary Charitable Relief Regulations

10.1.1 The relevant Mandatory and Discretionary rate relief regulations with regard to Charitable Relief

contained in the Local Government Finance Act 1988 are attached to this report at Annex 1

(pagei).

Section 6

Section 7

11. Section 17 (Crime Prevention)



12. Human Rights Act Implications


13. Data Protection Act Implications


14. Risk Management Implications


15. Egualitv and Diversity Implications


16. Other Options Considered

Members have discretion as to the amount of relief to be awarded.

17. List of Background Papers

There are no background papers attached to this report.

ENCLOSURE 4.12

Section 8

Section 9

Section 10

Section 11

Section 12

Section 13

18. Annexes

Annex 1 Mandatory and Discretionary Charitable Relief Regulations

Annex 1 Members' Guidelines and Framework of Criteria

Annex 2 Schedule of Renewals for 2012/13

Annex 3 6 New Applications for Mandatory and Discretionary Relief for 2011/12 and 2012/13

Annex4 1 New Application for Discretionary Relief for 2011/12 and 2012/13

Annex 5 Application from Chadsmoor Working Mens Club for an increased level of Discretionary

Rate Relief for 2012/13


ENCLOSURE 4.13

ANNEX 1


NATIONAL NON-DOMESTIC RATES ■ RATE RELIEF

LOCAL GOVERNMENT FINANCE ACT. 1988 - SECTIONS 43,45 AND 47

MANDATORY AND DISCRETIONARY RELIEF REGULATIONS

1 Mandatory Relief

1.1 Mandatory relief is at 80% of rates payable and is provided for in Sections 43(5) and (6) and 45(5)

and (6) of the Local Government Finance Act 1988.

1.2 To qualify for mandatory relief, the ratepayer must be a charity or trustee for a charity and the

hereditament must be wholly or mainly used for charitable purposes. Registration under the

Charities Act 1960 is conclusive evidence of charitable status and bodies which, under the 1960 Act,

are excepted from registration or are exempt charities are also eligible for mandatory relief.

2. Discretionary Relief

2.1 The authority to grant discretionary relief is provided for in Section 47 of the Local Government

Finance Act 1988.

2.2 A charging authority has discretion under Section 47 to grant relief to charities in excess of 80%

mandatory relief up to 100%. If relief to charities is increased above the mandatory level, Sections

43(5) and 45(5) are disapplied and the amount of relief is determined by rates determined by the

Authority. It also has discretion to grant relief of up to 100% to certain non-profit making bodies.

2.3 To qualify for discretionary relief, two conditions must be met. The first condition is that one or more

of the following applies:-

(a) The ratepayer is a charity or trustee for a charity and the hereditament is wholly or mainly

used for charitable purposes.

(b) All or part of the hereditament is occupied for the purposes of one or more institutions or other

organisations, none of which is established or conducted for profit and each of whose main

objects are charitable or are otherwise philanthropic or religious or concerned with education,

social welfare, sciences, literature or the fine arts.

(c) The hereditament is wholly or mainly used for the purposes of recreation and all or part of it is

occupied for the purposes of a club, society or other organisation not established or

conducted for profit.

2.4 The second condition that must apply is that the charging authority must have taken a decision to the

effect that Section 47 applies to the hereditament concerned.

2.5 Authorities do not have discretion to grant relief from rates on property, all or part of which is

occupied, other than as a trustee, by a charging or precepting authority.

s-edb-154ee Business Rates Relief 1 January 2001

ENCLOSURE 4.14

ANNEX 1


LOCAL GOVERNMENT FINANCE ACT. 1988 fSECTION 49)

REDUCTION OR REMISSION OF NON-DOMESTIC RATES ON THE GROUNDS OF HARDSHIP

DEPARTMENT OF THE ENVIRONMENT GUIDELINES

The following guidelines have been issued by the Department of the Environment in order to assist Members

in the consideration of hardship applications:-

(a) Although authorities may adopt rules for the consideration of hardship cases, they should not adopt

a blanket policy either to give or not to give relief, each case should be considered on its own merits.

(b) Reductions or remission of rates on grounds of hardship should be the exception rather than the

rule.

(c) The test of "hardship" may not be confined strictly to financial hardship, all relevant factors affecting

the ability of a business to meet its liability for rates should be taken into account.

(d) The interests of Council Taxpayers in an area may go wider than direct financial interest. For

example, where the employment prospects in the area would be worsened by a company going out

of business or the amenities of an area might be reduced by, for instance, the loss of the only shop

in a village.

(e) Where the granting of relief would have an adverse effect on the financial interests of taxpayers, the

case for a reduction or remission of rates payable may still, on balance, outweigh the cost to

taxpayers.


ENCLOSURE 4.15

ANNEX 1


LOCAL GOVERNMENT FINANCE ACT 1988

NATIONAL NON-DOMESTIC RATES - DISCRETIONARY RATE RELIEF

CRITERIA FOR ASSESSING ELIGIBILITY

The following framework of criteria for assessing eligibility for discretionary relief was agreed by the Finance

Sub-Committee on the 9th February, 1990. A simplified precis of the criteria which Members might find useful

follows:-

1. Access

1.1 Is membership open to all sections of the community? There may be legitimate restrictions placed

on membership which relate for example to ability in a sport or to the achievement of a standard in

the field covered by the organisation or where the capacity of the facility is limited. Clubs or

organisations should not be considered if they have membership rates set at such a high level as to

exclude the general community. In general, the club or organisation must be prepared to show that

the criteria by which it considers applications for membership are consistent with the principle of

open access.

1.2 Does the organisation actively encourage membership from particular age groups in the community,

e.g. young people, women, old age groups, persons with disability, ethnic minorities, etc? An

organisation which encouraged such membership might expect more sympathetic consideration than

one which made no effort to attract members from groups which the authority considered to be

particularly deserving of support.

1.3 Are the facilities made available to people other than members, e.g. schools, casual public sessions,

etc.? The wider use of facilities should be encouraged and rate relief might be one form of

recognition that an organisation was promoting its facilities more widely.

2. Provision of Facilities

2.1 Does the organisation provide training or education for its members? Are there schemes for

particular groups to develop their skills, e.g. young people, the disabled, retired people? An

organisation providing such facilities might deserve more support than one which did not.

2.2 Have the facilities available been provided by self-help or grant aid? The fact that a club uses or has

used self-help for construction or maintenance or had facilities funded by grant aid might be an

indicator that they were more deserving of relief.

2.3 Does the organisation run a bar? The mere existence of a bar should not in itself be a reason for not

granting relief. The authority should look at the main purpose of the organisation. In sports clubs for

example, the balance between playing and non-playing members might provide a useful guide as to

whether the main purpose of the club is sporting or social activities. A social club whose main aim

is to bring together people with similar interests should not be excluded from relief just because of

the existence of a licensed bar.

2.4 Does the organisation provide facilities which indirectly relieve the authority of the need to do so, or

enhance and supplement those which it does provide? Authorities should not refuse relief on the

grounds that an organisation is in competition with the authority itself, but should look at the broader

context of the needs of the community as a whole. A new need, not being provided by the authority

itself but identified as a priority for action, might be particularly deserving of support.


ENCLOSURE 4.16

ANNEX 1

3. Other Considerations

3.1 Is the organisation affiliated to local or national organisations, e.g. local sports or arts councils,

national representative bodies? i.e. are they actively involved in local/national development of their

interests?

3.2 Is the membership drawn from people mainly resident in the charging authority's area? Although

authorities will have in mind that 25% of the cost of any relief given will be borne by the Council

Taxpayers in their area, particular difficulties may arise with hereditaments which straddle local

authorities boundaries and which under Regulation 6 of the Non-Domestic Rating (Miscellaneous

Provisions) Regulations 1989 (S11989 No. 160) will now fall to be shown in one list. In these cases,

and in those where hereditaments are situated close to an authority's boundary, a proportion of the

membership may come from another charging authority area. Also for geographical reasons, or

because of the nature of the terrain, particular facilities may be the only ones available for a wide\

area. In such cases, the joint use of facilities by one or more similar organisations is not uncommon. «

In most cases, there will be a measure of reciprocity between the membership of organisations from »

different areas.

4. The Council may add further criteria or substitute relevant alternative criteria which are appropriate

to the furthering of the Council's policies and the needs of the community.


ENCLOSURE 4.17

ANNEX 1


LOCAL GOVERNMENT FINANCE ACT, 1988

N.N.D.R, RATE RELIEF ■ PRECIS OF CRITERIA

1. Introduction

1.1 This document precis the criteria adopted by the Council as a framework to be used in determining

eligibility for discretionary rate relief under Section 47 of the Local Government Finance Act 1988.

The framework is based upon the guidance provided by the Department of the Environment in its

Practice Note on Discretionary Rate Relief.

2. Basic Conditions

One or more of the following conditions must apply as regards the application:-

2.1 The ratepayer is a charity or trustees for a charity, and the hereditament (property) is wholly or

mainly used for charitable purposes.

2.2 The hereditament is not an excepted hereditament and all or part of it is occupied for the purposes of

one or more institutions or other organisations none of which is established or conducted for profit

and each of whose main objects are charitable or are otherwise philanthropic or religious or

concerned with education, social welfare, science, literature or the fine arts.

2.3 The hereditament is not an excepted hereditament, it is wholly or mainly used for purposes of

recreation and all or part of it is occupied for the purposes of a club, society or other organisation not

established or conducted for profit.

For the purposes of 2.2 and 2.3 above, an excepted hereditament is one that is all or part occupied

(otherwise than as a trustee) by a Charging Authority (i.e. Cannock Chase District Council) or a

precepting authority (i.e. Staffordshire County Council and Parish Councils).

3. Access to Organisation

3.1 Is membership open to all sections of the community?

3.2 Are there legitimate restrictions on membership, e.g. ability, facility limits?

3.3 Are membership fees unduly high and restrictive?

3.4 Are membership criteria consistent with the principle of open access?

3.5 Does the organisation actively encourage membership from particular groups in the community, e.g.

disabled, OAP.s?

3.6 Are facilities available to non-members, e.g. schools, general public?


ENCLOSURE 4.18

ANNEX 1

4. Provision of Facilities

4.1 Does the organisation provide training or education for its members?

4.2 Are there training schemes for specific groups, e.g. disabled, young people?

4.3 Have facilities been provided by self help or grant aid?

4.4 Does the organisation run a bar? This in itself is not a reason for not granting relief.

4.5 What is the main purpose of the organisation, e.g. playing or social?

4.6 What is the balance between the playing and social membership?

4.7 Does organisation provide facilities that indirectly relieve the Council of providing the facility or

supplement Council facilities?

5. Other Considerations

5.1 Is the organisation affiliated to local or national organisations?

5.2 Is the membership drawn from people mainly resident in the Council's area.

N.B. Please note that not all the criteria outlined above will be applicable in each case.


Schedule of Renewal Applications for 2012/13 Enclosure 4.1*=?

Annex 2

Type.

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

ADVICE

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

Account Ref

101105930

101120892

100999383

101101947

101037192

101008817

100853160

100719783

101078614

101100812

101124584

101120902

101076182

101137966

101059170

101056937

101068035

101001636

101085348

100778041

101066435

101136349

101069555

101131247

100722673

101139977

101070968

Property Ref

100301218549

100400130480

100400278099

100403840919

100404780289

100404890019

100405960231

100405960330

100406670019

100406680018

100406680029

100700630070

100703290419

100705990010

100706328099

100301210387

100400320080

100404850170

100404850190

100404850210

100404858049

100404860460

100404860729

100407448049

100408770020

100700068139

100700630020

Name ofOrganisation

Heath Hayes Cabin

Chase Citizens Advice Bureau

Chase Council for Voluntary

Service

Stafford Womens Aid

Mid Staffs Mind Ltd

Age Concern England

(Training Division)

Cannock Chase Advice Centre

Relate South Staffs Marriage

Guidance

Mencap (Education &

Employment Services)


Service


Service

The Chase Citizens Advice

Bureau

Family Focus Rugeley


St John Ambulance

International Aid Trust


Age Concern England

Katharine House Hospice

British Heart Foundation

The Extra Care Charitable Trust


Katharine House Hospice

St Giles Hospice Shops Ltd


DEBRA

British Heart Foundation

Property Address

R/o Car Park, Hednesford Road.

Heath Hayes, Cannock, Staffs,

48 Allport Road, Cannock, Staffs,

WS11 1DY

Chase Council For Voluntary Services,

Arthur Street, Chadsmoor,

91-93 High Green, Cannock. Staffs.

WS11 1BH

28 Manor Avenue, Cannock. Staffs.

WS11 1AA

1 Martindale, Hawkes Green. Cannock,

Staffs. WS117XN

23 Park Road, Cannock, Staffs, WS11

UN

33 Park Road, Cannock, Staffs, WS11

UN

1 Ber Mar House, Rumer Hill Business

Estate, Rumer Hill Road, Cannock, Staffs

Unit 1 Ranton Park, Martindale, Cannock,

Staffs, WS117XL

Unit 2 Ranton Park, Martindale. Cannock,

Staffs, WS11 7XL

7 Brook Square, Rugeley, Staffs,

WS15 2DU

41 Horsefair, Rugeley, Staffs. WS15 2EJ

Unit 1 Riverside, Power Station Road,

Rugeley. Staffs. WS12 2YR

Sheepfair, Rugeley. Staffs, WS15 2AT

38 Hednesford Road, Heath Hayes,

Cannock, Staffs, WS12 3EA

8 Ashworth House, Cannock Road.

Cannock, Staffs, WS11 5D2

17 Market Place, Cannock, Staffs, WS11

1BS

19 Market Place, Cannock, Staffs.

WS11 1BS

21 Market Place, Cannock. Staffs.

WS11 1BS

4b Market Place. Cannock. Staffs,

WS11 1DD

46 Market Street, Hednesford. Cannock.

Staffs, WS12 1AG

72 Market Street, Hednesford, Cannock,

Staffs, WS12 1AG

Stafford Road. Cannock, Staffs.

WS114AL

Gmd Flr.2 Wolverhampton Road. Cannock,

Staffs, WS11 1AH

Units 3-4 Anson Street, Rugeley. Staffs,

WS15 2BB

2a Brook Square, Rugeley, Staffs,

WS15 2DR

• Reserves

£388.00

£73,400.00

£63,940.00

£198.850.00

£179,944.00

£12,607.00

£9,010.22

£0.00

£29,267,000.00

£63.940.00

£63.940.00

£73,400.00

£41,291.00

£63.940.00

£800,502.00

£31,556.00

£31,556.00

£12,607.00

£749,140.00

£26,750,000.00

£349,400.000.00

£31,556.00

£749,140.00

£0.00

£0 00

£595,969.00

£26.750.000 00

*

*

*

*

*

*

*

*

*

*

*

SHOPS ONLY

% New Goods

SoW

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

0%

0%

10%

0%

5%

5%

0%

0%

14%

8%

0%

5%

Mand *

Relief

%

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

Top-tip

Disc

Relief*

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

Disc

Relief

%

2,800

13.750

17.000

18.000

10.000

13.750

4,350

6,500

10,000

6.600

6.600

11.500

4,250

8,200

10,000

3.750

4,700

13,500

11.000

19,500

20,750

4.100

7,200

43.500

19.000

12,500

18,250

Estimated Full

;'. Cliarfiefbr

£1,282.40

£6,297.50

£7.786.00

£8.244.00

£4,580.00

£6,297.50

£1,992.30

£2.977.00

£4,580.00

£3,022.80

£3.022.80

£5.267.00

£1.946.50

£3.755.60

£4.580.00

£1,717.50

£2,152.60

£6.183.00

£5.038.00

£8,931.00

£9.503.50

£1.877.80

£3.297.60

£20,748.62

£8,702.00

£5.725.00

C8.358 50

csnrnsiBQ

Rates Payable

fir>2Q12/13

£192.36

£944.63

£1,167.90

£1,236.60

£687.00

£944.63

£298.85

£446.55

£687.00

£453.42

£453.42

£790.05

£291.98

£563.34

£687.00

£257.63

£322.89

£927.45

£755.70

£1.339.65

£1.425.53

£281.67

£494.64

£3,112.29

£1.305.30

£858.75

£1.253 78

Costto the

General

Fund

£48.09

£23616

£291.98

£309.15

£171 75

£236.16

£74.71

£111.64

£171.75

£113.36

£113.36

£197.51

£72.99

£140.84

£171.75

£64.41

£80.72

£231.86

£188.93

£334.91

£356.38

£70.42

£123.66

£778.07

£326.33

£214 69

£313 44

Schedule of Renewal Applications for 2012/13 Enclosure 4.2a

Annex 2

,.-- Type-

CHARITY

SHOPS

CHARITY

SHOPS

CHARITY

SHOPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

COMMUNITY

GROUPS

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

Account Ref

101041269

101141347

100925768

101111539

100709340

100710261

101108636

100710520

101111869

100722631

101048738

101111571

101056704

100726640

100727652

101128807

100729265

100730319

101127154

101121406

101125813

101064165

101064178

101136475

100941360

100947539

Property Ref

100704780330

100704788059

100707510040

100100218109

100200028199

100301218349

100301288009

100301378059

100400348239

100408718009

100500118058

100500998139

100701388209

100702228009

100704418019

100706268119

100708358029

100800068079

100101398029

100101478219

100301128039

100301128069

100301128079

100301128169

100401428019

100401558019

Name ofOrganisation

The Extra Care Charitable Trust

The Salvation Army


Bridgtown Community Centre

Cannock Wood & Gentleshaw

Senior Citizens Welcome Club

Hayes Green Community Centre

Wimblebury Community Services

Association

Avon Business & Leisure Ltd

Prospect Village Hall

Norton Canes Community

Association

KONCAS

Wolverhampton YMCA

Etching Hill Village Hall

St Josephs Community Centre

Lea Hatl Miners Welfare Centre

The Victory Hall

Ravenhill Ward Social Club

Newlife Trading Ltd

South Staffordshire College

Katharine House Retail ltd

Newlife Trading Ltd

Newlife Trading Ltd

Newlife Trading Ltd

Staffs County Council


Property Address

Gnd Fir 33 Market Square. Rugeiey. Staffs,

WS15 2BW

Adj 29 Market Street, Rugeley, Staffs, WS1

2BW

4 Upper Brook Street. Rugeley, Staffs,

WS15 2DN

Community Centre. Orbital Plaza, Bridge

Street, Bridgtown, Cannock. Staffs

Buds Road, Cannock Wood, Rugeley.

Staffs, WS15 4NB

HednesfonJ Road, Heath Hayes, Cannock,

Staffs, WS12 3DS

Hayes Green Community Centre, Hayes

Way, Heath Hayes, Cannock

John Street, Wimblebury. Cannock, Staffs,

WS12 2RJ

Avon Business & Leisure Centre, Avon

Road. Cannock, Staffs.

Adj 7 Williamson Avenue, Rawnsiey.

Cannock. Staffs, WS12 0QF

Norton Canes Community Association,

Brownhills Road, Norton Canes, Staffs

Unit 13, Jerome Road, Norton Canes,

Cannock. Staffs, WS11 9T

Community Room at Aelfgar House, Church

Street. Rugeley, Staffs

24 East Butts Road, Rugeley, Staffs, WS15

2LU

Lichfield Street, Rugeley, Staffs, WS15

2EH

Lea Hall Colliery Miners Welfare Centre.

Sandy Lane. Rugeley, Staffs

The Village Management Committee. Slittin

Mill Road, Rugeley

101 Armitage Road, Rugeley, Staffs, WS15

1DF

Unit 2. On Line Business Centre, Walkmill

Lane, Bridgtown, Cannock

Cannock Chase Technical College.

Progress Drive, Bridgtown, Cannock

Unit 2 The Retail Business Park. Hemlock

Way, Hawkes Green, Staffs

Unit 1 Hemlock Business Park, Hemlock

Way, Hawkes Green. Cannock, Staffs

Unit 2 Hemlock Business Park, Hemlock

Way, Hawkes Green, Cannock, Staffs

Unit 3 The Retail Business Park, Hawkes

Green, Cannock, Staffs

Cannock Chase GM High School,

Hednesford Road, Cannock, Staffs

Cardinal Griffin R C School, Cardinal Way.

Cannock, Staffs,

Reserves

£3.494,000.00

£5.307,465.00

£0.00

£11.002.82

£5,473.00

£1,786.74

£1.645.00

£3,500.00

£80,952.00

£4,421.87

£51,803.00

£14,592.67

£1,818,499.00

£20,376.63

£3,397.00

£60,146.00

£9,617.12

£2,639.83

MAN

O >3J O-< a70 Om r~

*

*

*

*

*

CHARITY

SHOPS ONLY

% New Goods

Sold

5%

0%

10%

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Mand

Relief

%

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

Top-*ip

Disc

Relief%

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

5

Disc

Relief 3010RV

12,000

11.500

13.250

13,000

6,500

1,150

11,750

2,750

22,250

4,400

16,750

16,750

2,500

6,400

3,250

63,000

2.500

3,100

88,500

110,000

72,000

111.000

149,000

66,500

300.000

162,000

Estimated Full

Charge for

2012/13

£5.496.00

£5,267.00

£6,068.50

£5,954.00

£2,977.00

£526.70

£5,381.50

£1,259.50

£10.190.50

£2,015.20

£7,671.50

£7,537.50

£1.145.00

£2,931.20

£1.488.50

£28,854.00

£1,145.00

£1,419.80

£40,533.00

£50.380.00

£32,976.00

£50,838 00

£68,242.00

£30.457.00

£137.400.00

£74,196.00

Estimated

Rates Payabfe

for 2012/13

£824.40

£790.05

£910.28

£893.10

£446.55

£79.01

£807.23

£188.93

£1.528.58

£302.28

£1,150.73

£1,130.63

£171.75

£439.68

£223.28

£4,328.10

£171.75

£212.97

£8.106.60

£10,076.00

£6,595.20

£10,167.60

£13,648.40

£6,091.40

£27,480.00

£14,839 20

Cost to the

General

Fund

£208.10

£197.51

£227.57

£223.28

£111.64

£19.75

£201.81

£47.23

£382.14

£75.57

£287.68

£282.66

£42.94

£109.92

£55.82

£1,082.03

£42.94

£53.24

£0.00

£0.00

£0.00

£0.00

£0.00

£0.00

£0.00

£0 00

Schedule of Renewal Applications for 2012/13 Enclosure A.2\

Annex 2

Ty*>e

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

MAND ONLY

PLAYING

FIELDS

PLAYING

FIELDS

SCOUTS

SCOUTS

SCOUTS

SCOUTS

SCOUTS

SCOUTS

SCOUTS

SOCIAL CLUBS

SOCIAL CLUBS

SOCIAL CLUBS

SOCIAL CLUBS

SPORTS CLUB

(WITH BAR)

Account Ref

101144991

101117300

100715198

100715318

101123530

101111856

101127840

101121396

100730791

100709324

100729333

100709366

100713543

100713556

100718153

100719589

100721917

101112525

100708707

100710232

100710766

100722291

100715758

Property Ref

100402728159

100402748339

100403878019

100403958029

100405488019

100405681010

100406670050

100409398009

100801258009

100200028009

100706528039

100200238129

100401858059

100401858069

100404938009

100405760569

100408048029

100706328109

100102091700

100301218259

100400188019

100408400219

100404568339

Name of Organisation

Housing 21

Nuffietd Health fitness and

Wellbeing



PSS

Stoke On Trent College

Addaction

South Staffordshire College


Beaudesert Sports Field &

Recreational

Rugeley Open Spaces

Association

The Beaudesert Trust

1st Chadsmoor Scout Group

Chadsmoor Guides

1st Hednesford Scout Group

1st Blackfords Scout Group

The Scout Association Trust

Corporation

2nd Rugeley Scout Group

Bndgtown Social Club & Institute

Ltd

Heath Hayes Constitutional Club

Hednesford Ex-Service Mens

Club

Cannock Ex Servicemens Club

Cannock & Rugeley Cricket Club

Property Address

Suite 1 Gnd Fir, Pendragon House, Ridings

Park, Eastern Way, Cannock. Staffs, WS11

7FD

Nuffietd Health And Wellbeing, East

Cannock Road, Hednesford, Staffs

St Josephs RC Primary School, Hill Top.

Hednesford, Staffs,

St Marys RC Primary School, Hunter Road,

Cannock, Staffs, WS11 0AE

Ascot 1 & 2 Gnd Fir Office Block, At Keys

Park Business Village, Hednesford

Suite 101, High Green Court, Newhatl

Street, Cannock, Staffs

5 Ber Mar House, Rumer Hill Business

Estate, Rumer Hill Road, Cannock, Staffs

The Green, Cannock, Staffs, WS11 1UE

St Josephs RC Primary School. Newman

Grove, Rugeley, Staffs

Buds Road, Cannock Wood, Rugeley,

Staffs, WS15 4NB

St Augustine's Field, Station Road. Rugeley,

Staffs. WS15 2H

The Beaudesert Trust, Chestail Park,

Cannock Wood, Rugeley, Staffs

1st Chadsmoor Scout Group. Church Street,

Chadsmoor, Cannock, Staffs

Guide Hut,Church Street, Chadsmoor,

Cannock, Staffs, WS11 6D

The Elizabeth Allen HQ, Mavis Road,

Hednesford, Staffs

Adj 56 Old Fallow Road, Blackfords,

Cannock, Staffs, WS115Q

The Willows, St James' Road, Cannock.

Staffs. WS111EP

Sheep Fair Community Centre, Sheep Fair,

Rugeley, Staffs, WS15 2AT

Bridgtown Social Wmc & Institute. 170

Walsall Road. Bndgtown, Staffs

Heath Hayes Constitutional Club,

Hednesford Road, Heath Hayes, Staffs

Hednesford Ex Servicemens Club. Anglesey

Street, Hednesford, Staffs

21-23 Walsatl Road, Cannock. Staffs. WS11

0HG

Adj 601 Littleworth Road. Hednesford,

Cannock. Staffs, WS12

Reserves

NOACCOUNTSREQUIREDFORMANDATORYRELIEFONLYAPPLICATIONS£1,607.22

£122.00

£126,091.00

£10,214.00

£2,599.61

£10.321.45

£0.00

£39.880,52

£0.00

£69.363.00

£66,331.00

£121.339.00

£10.151.00

£10,776 00

*

*

*

*

CHARITY

SHOPS ONLY

% Now Goods

Sold

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Ma™*

w80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

80

Top-up

Disc

Relief %

5

5

5

5

5

5

5

5

5

5

Disc

Relief

%

10

10

10

10

2010 RV

9,400

262.500

26.750

23.750

7,900

8.800

8.500

129.000

19.500

2,025

900

7,700

2,000

2,050

1.000

1,850

2.900

8,200

24.500

19.000

12.500

9.600

2,150

Estimated Full

Charge for

2012/13

£4.305.20

£120.225.00

£12.251.50

£10.877.50

£3,618.20

£4,030.40

£3,893 00

£59,082.00

£8.931.00

£927.45

£412.20

£3.526.60

£916.00

£938.90

£458.00

£847.30

£1,328.20

£3,755.60

£11,221.00

£8,702.00

£5,625 00

£2,591 48

£984 70

Estimated

KatBS KayaDIe

for2bi2fl3

£861.04

£24,045.00

£2,450 30

£2.175.50

£723.64

£806.08

£778.60

£11,816.40

£1,786.20

£139.12

£61.83

£528.99

£137.40

£140.84

£68.70

£127.10

£199.23

£563.34

£10,098.90

£7,831.80

£5,062.50

£2,332.33

£147 71

Cost to the

General

Fund

£0.00

£0 00

£0.00

£0.00

£0.00

£0.00

£0.00

£0.00

£000

£34.78

£15.46

£132.25

£34.35

£35.21

£17.18

£31.77

£49.81

£140.84

£280.53

£217.55

£140.63

£64.79

£36 93

Schedule of Renewal Applications for 2012/13 Enclosure

Annex 2

Type

SPORTS CLUB

(WITH BAR)

SPORTS CLUB

(WITH BAR)

SPORTS CLUB

(WITHOUT BAR)

SPORTS CLUB

(WITHOUT BAR)

SPORTS CLUB

(WITHOUT BAR)

SPORTS CLUB

(WITHOUT BAR)

SPORTS CLUB

(WITHOUT BAR)

SPORTS CLUB

(WITHOUT BAR)

WESTMIDS

RESERVE

WESTMIDS

RESERVE

WMC

WMC

WMC

WMC

WMC

WMC

WMC

WMC

WMC

Account Ref

100726433

100730717

101110569

100710575

100716786

100730021

100730034

100730173

101042705

101042789

100711671

100711833

100712159

100713501

100713527

100714610

100722945

100723805

100724493

100728295

Property Ref

100701288009

100801118059

100301320110

100301958019

100404858179

100707818030

100707858009

100707998009

100601548069

100707108159

100400631139

100400830210

100401180180

100401681950

100401841160

100403728019

100408770670

100500131920

100501860580

100704790400

Name ofOrganisation

Rugeley Cricket Club

Brereton Community Sports Club

South Staffs Acrobatics Ltd

Heath Hayes Football Club

Cannock Bowling Green Club

Rugeley (Police) Comm &

Amateur Boxing Club

Hagley Bowls Club

Rugeley Rifle Club

West Midlands Reserve Forces

& Cadet Association

West Midlands Reserve Forces

& Cadet Association

Victoria Working Mens Club

Greenheath Progressive WMC

Oia<lsnroor Pn)giBssivB WMC

Broomhiil Albion WMC & Institute

Ltd

Victoria Working Mens Club

Heath Gap Welcome WMC

Cannock Social WMC & Institute

Norton East WMC

Lido WMC and Institute

Rugeley Progressive WMC

Property Address

Etching Hill, Chaseley Road, Rugeley, Staffs

Main Road, Brereton, Rugeley. Staffs.

WS151ED

Unit 11 Advance Business Park, Burdock

Close. Hemlock Way. Hawkes Green

Newlands Lane, Cannock, Staffs.

WS12 3HH

Market Place. Cannock. Staffs. WS11

1EB

Wellington Drive, Rugeley, Staffs,

WS15 2JX

Western Springs Road. Rugeley, Staffs.

WS15 2AS

Wharf Road, Rugeley, Staffs. WS151BL

Cadet Centre (ACF), Penkridge Bank.

Rugeley. Staffs, WS15 2U

Cadet Centre, Taylors Lane, Rugeley.

Staffs, WS15 2AA

111-113 Belt Road, Hednesford, Cannock.

Staffs, WS12 4JJ

21 Blewitt Street. Hednesford, Cannock.

Staffs, WS12 4BE

18 BumsSli^Xhadsmoor. Cannock,

SfewS#6DR::

195 Cemetery Road, Cannock, Staffs. WS11

5QG

116 Church Hill. Hednesford, Cannock,

Staffs, WS121BQ

32 Heath Gap Road, Cannock, Staffs, WS11

6DY

67 Wolvernampton Road, Cannock, Staffs,

WS11 1AP

192 Bumtwood Road, Norton Canes.

Cannock, Staffs, WS119RL

58 School Road, Norton Canes, Cannock,

Staffs. WS119SQ

40 Market Street, Rugeley. Staffs.

WS15 2JL

" Indicates that this organisation has applied for Discretionary Rate Relief at a higher level (see Annex 5)

Reserves

£10,969.66

£3.503.00

£1,850.00

£0.00

£5,617.00

£8,135.00

£3,321.49

£18,380.00

£83.036.00

£83.036.00

£66,346.00

£77,387.00

^£2£1&00:

£68,153.00

£9,114.00

£158,850.00

£155,005.00

£0.00

£3,300.00

£83,215.00

*

CHARITY

SHOPS ONLY

14 New Goods

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Mand

Relief

%

80

80

80

80

Top-up

Disc

Re!ief%

5

5

5

5

Disc

Relief

%

10

50

50

50

50

50

10

10

id

10

10

10

10

10

10

10

Indicates that the organisation is National

2010 RV

2.925

7,150

14.750

3.575

700

5,400

825

1,725

13,000

3,500

6,900

8,000

23,250

9,500

9,800

8,900

2,600

13,500

28,250

Estimated Full

Charge for

2012/13

£0.00

£3,274.70

£6.755.50

£1.637.35

£0.00

£2,473.20

£0.00

£0.00

£5.954.00

£1,603.00

£3,160.20

£1,200.00

^ X4j429i13

£10,648.50

£4,351.00

£2.792.91

£1,935.72

£0.00

£6,183.00

£13,117.46

Estimated

Rates Payable

for 2012/13

£0 00

£2,947.23

£3.377 75

£818.68

£0.00

£370.98

£0.00

£0.00

£893.10

£240.45

£2,84418

£1,080.00

£3;986\22

£9.583.65

£3,915.90

£2,513.62

£1,742.15

£0 00

£5.564.70

£11.805.71

Cost to the

General .

FurS

£0.00

£81.87

£844.44

£204.67

£0.00

£92.75

£0.00

£0.00

£223.28

£60.11

£79.01

£30.00

^£110.73

£266.21

£108.78

£69.82

£48.39

£0.00

£154.58

£327.94

TOTAL COST: £13,129.41

NEW APPLICATION

ENCLOSURE 4.23

ANNEX 3

APPLICATION FOR RATE RELIEF UNDER SECTIONS 43 AND 47 OF THE

LOCAL GOVERNMENT FINANCE ACT 1988 FOR THE FINANCIAL YEAR 2011/12 AND 2012/13

Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Use of Property:

Main Objectives:

Bangladesh Education & Development Foundation

1st Floor, 4 Mill Street, Cannock, Staffs, WS11 ODL

Yes-1106141

Account Ref: 101145097

20 June 2011

Mandatory and Discretionary

Education, training and support.

NEW APPLICATION

Period: 20/6/11-31/3/12

1/4/12-31/3/13

Advancement of education, relief of poverty, sickness and distress of Bangladeshi people

residing in Bangladesh and in the UK.

Financial Situation: As at: 31 March 2010

£

Surplus (Deficit) (491.00)

Reserves 55.00*

•National Organisation

Previous Relief Granted: Mandatory - 0%

Discretionary - 0%

Rates Payable:

Details of Charge

Full Charge

Less Mandatory Relief (80%)

Discretionary Consideration:

If 7% Relief Granted (2011/12):


Cost to NNDR Pool (25%)

Cost to General Fund (75%)

Rates Payable

2011/12

£

2,626.37

2,101.10-

525.27

183.85-

45.96

137.89

341.42

2012/13

£

3,572.40

2,857.92-

714.48

178.62-

44.65

133.97

535.86

NEW APPLICATION

ENCLOSURE 4.24

ANNEX 3

Supporting Information:

The property at 1st floor, 4 Mill Street, Cannock has been occupied by the Bangladesh Education and Development

Foundation since 20 June 2011. The organisation uses the property for the administration of the Charity and for

meetings of Trustees and volunteers.

The main objectives of the organisation are to advance education, relief of poverty, sickness and distress of

Bangladeshi people residing in Bangladesh and the UK. These objectives are achieved via the provision of student

grants, resources for educational establishments, libraries and information centres, training and facilities to enable

employment and by working in partnership with other charities and statutory bodies.

Currently, the charity has a total membership of 9 and there is no charge made to its members. The organisation relies

on its principal source of income from donations.

Comments:

None

NEW APPLICATION

ENCLOSURE 4.25

ANNEX 3



Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Use of Property:

Main Objectives:

West Chadsmoor Family Centre Ltd Account Ref: 101147752

98-100 Princess Street, Cannock, Staffs, WS11 2JT

Yes-1116541

12 December 2011


NEW APPLICATION

Period: 12/12/11-31/3/12

1/4/12-31/3/13

The provision of training, support and activities for parents and children in the local area.

To relieve poverty and advance health and education within West Chadsmoor and the

surrounding area.

Financial Situation: As at: 31 March 2011 Surplus (Deficit) 43,241.00

Reserves 28.523.0011

*Regional Organisation

Previous Relief Granted: Mandatory

Discretionary

0%

0%

Rates Payable:

Details of Charge

Full Charge







Rates Payable

2011/12

£

1,313.20

1,050.56-

262.64

91.92-

22.98

68.94

170.72

2012/13

£

4,580.00

3,664.00-

916.00

229.00-

57.25

171.75

687.00

NEW APPLICATION

ENCLOSURE 4.26

ANNEX 3


West Chadsmoor Family Centre took over the lease for the premises at 98-100 Princess Street, Chadsmoor with effect

from 12 December 2011. The main objectives of the organisation are to relieve poverty and advance health education

within West Chadsmoor and the surrounding area in particular, but not exclusively, by:

1. The provision of a drop-in centre

2. The provision of childcare

3. The provision of opportunities for education, training and personal development

The organisation provides activities for parents and children. These activities include rhyme time, little cooks, messy

play etc. They also offer a parents group for development and training. Other groups also use the building to provide

activities within the local area, these groups include, midwives, youth club and CAB.

The Centre is open to all sections of the community. Whilst the Centre primarily deals with families, they actively

encourage members via email, newsletters, notice boards etc. They also encourage peoples with disabilities and

families from minority ethnic groups.

Currently the Centre has 63 Members. No charge is made for the services provided, however, a small charge is made

for tea and coffee.

The principle sources of income for the organisation are from grants (CRT), Commissioned Services (SCC) and a

Community Council Grant.

Comments:

None

NEW APPLICATION

ENCLOSURE 4.27

ANNEX 3



Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Use of Property:

Main Objectives:

Barnardo's Account Ref: 101146957

6 Upper Brook Street, Rugeley, Staffs, WS15 2DN

Yes-216250

12 December 2011 NEW APPLICATION

Mandatory and Discretionary Period: 12/10/11-31/3/12

1/4/12-31/3/13

Charity Shop

To relief and assistance of children and young people in need.

Financial Situation: As at: 31 March 2011 Surplus (Deficit) (3,093,000.00)

Reserves 29,510,000.00*

*National Organisation

Previous Relief Granted:

Rates Payable:

Mandatory

Discretionary

0%

0%

Details of Charge

Full Charge







Rates Payable

2011/12

£

2,136.61

1,709.29-

427.32

149.56-

37.39

112.17

277.76

2012/13

£

4,809.00

3,847.20-

961.80

240.45-

60.11

180.34

721.35

NEW APPLICATION

ENCLOSURE 4.28

ANNEX 3


Bamardo's have occupied the property at 6 Upper Brook Street, Rugeley since 12 December 2011. The property is

used as a charity shop solely for the purpose of generating income to help fund the charitable objectives of the

organisation. Around 95% of goods sold in the shop are donated; the remainder is a small range of goods which have

been brought in for resale and is mainly cards.

Barnardo's is a national children's charity. The charity runs a wide variety of projects including: disability services;

family centres; education, employment and training; fostering and adoption; youth justice; homelessness; safeguarding

and protection and residential and leaving care services. They also campaign, bringing vital issues to the attention of

the public and the government. This is done because Barnardo's believe in children.

Services provided by the charity are only offered to persons who have been referred to them, usually by statutory

bodies, Health Authorities etc. No charge is made for their services.

75% of the principle source of income for the charity comes from statutory sources; the remaining 25% comes from

fundraising.

Comments:

None

NEW APPLICATION

ENCLOSURE 4.29

ANNEX 3



Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Use of Property:

Main Objectives:

Age UK South Staffordshire Account Ref: 101145848

57 Market Street, Hednesford, Cannock, Staffs, WS12 1 AD

Yes-1070553

7 September 11 NEW APPLICATION


Charity Shop

Period: 7/9/11-31/3/12

1/4/12-31/3/13

To promote the relief of elderly people in any manner which may be deemed by law to be

charitable in and around South Staffordshire.

Financial Situation: As at: 31 March 2011

£

Surplus (Deficit) 6,586.00

Reserves 560,090.00*

*Regional Organisation

Previous Relief Granted: Mandatory - 0%

Discretionary - 0%

Rates Payable:

Details of Charge

Full Charge







Rates Payable

2011/12

£

1,434.39

1,147.51-

286.88

100.41-

25.10

75.31

186.47

2012/13

£

2,748.00

2,198.40-

549.60

137.40-

34.35

103.05

412.20

NEW APPLICATION

ENCLOSURE 4.30

ANNEX 3


The property occupied by Age UK South Staffordshire at Market Street, Hednesford is used as a charity shop solely for

the purpose of generating income to help fund the charitable objectives of the organisation. All goods sold in the shop

are donated and include clothing and footwear for men, women and children, accessories, costume jewellery, books,

DVD's, CD's and bric-a-brac.

The main objectives of the organisation are to promote relief of elderly people in any manner which may be deemed by

law to be charitable in and around South Staffordshire.

Activities of the organisation are as follows:

• Delivering services tailored to the needs and preferences of older people.

• Representing the interests of older people and tackling ageism and discrimination through public education

and campaigning.

• Identifying emerging needs and best practice through research.

• Working with others in partnership and in a spirit of co-operation to achieve the best deal for older people.

Most of the services that users receive are free of charge. These services are funded generally through contracts,

grants or by direct payments from Local Authorities. Some costs for other services are met through the organisations

own unrestricted reserves and trading activities.

Comments:

None

NEW APPLICATION

ENCLOSURE 4.31

ANNEX 3



Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Use of Property:

Main Objectives:

Krizevac Project Account Ref: 101147901

Chase View, Walkers Rise, Hednesford, Cannock, Staffs, WS12 OQU

Yes-1115608

8 December 2011 NEW APPLICATION

Mandatory and Discretionary Period: 8/12/11-31/3/12

1/4/12-31/3/13

Storage of donated items for shipping to Malawi

The promotion of religious harmony, relief of poverty, sickness and unemployment and the

advancement of education in Malawi.

Financial Situation: As at: 30 June 2010 Surplus (Deficit)

Reserves

*Overseas Organisation

£

75,509.00

164,001.00*


Discretionary

0%

0%

Rates Payable:

Details of Charge

Full Charge







Rates Payable

2011/12

£

4,183.59

3,346.87-

836.72

292.85-

73.21

219.64

543.87

2012/13

£

14,083.50

11,266.80-

2,816.70

704.18-

176.04

528.14

2,112.52

NEW APPLICATION

ENCLOSURE 4.32

ANNEX 3


The Krizevac Project has occupied the premises at Chase View, Walkers Rise, Hednesford since 8 December 2011.

They currently use the property for the storage of donated items ready for shipping to Malawi in order to fulfil the

objectives of the charity.

The Krizevac Project has the following aims within Malawi:

• The promotion of religious harmony

• The relief of poverty and sickness

• The relief of unemployment

• The advancement of education

These aims are achieved by financing the establishment of a cross and stations on mountains. The building of

churches, community buildings and schools in the proximity of each mountain. The establishment of small businesses

for the benefit of local communities in the areas around each mountain. Promotion of any movement in the area to

alleviate endemic poverty.

The principle source of income for the organisation is from donations.

Comments:

None

NEW APPLICATION

ENCLOSURE 4.33

ANNEX 3



Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Use of Property:

Main Objectives:

Financial Situation:

Staffordshire University Academy Account Ref: 101147671

Marston Road, Hednesford, Cannock, Staffs, WS12 4JH

No - Exempt

1 September 2011 NEW APPLICATION


Provision of free education to 11-18 year olds

Period: 1/9/11-31/3/12

1/4/12-31/3/13

For public benefit in the UK, to advance education by establishing, maintaining, managing

and developing a school offering a broad and balanced curriculum.

Trading commenced 1 Sept 11 -

NO ACCOUNTS - Budget breakdown only

Surplus (Deficit)

Reserves

*Local Organisation

£

N/a

N/a*


Discretionary

0%

0%

Rates Payable:

Details of Charge

Full Charge







Rates Payable

2011/12

£

50,398.36

40,318.69-

10,079.67

3,527.89-

881.97

2,645.92

6,551.78

2012/13

£

91,600.00

73,280.00-

18.320.00

4,580.00-

1,145.00

3,435.00

13,740.00

NEW APPLICATION

ENCLOSURE 4.34

ANNEX 3


The former Blake Comprehensive School has achieved Academy status and commenced trading as an Academy on 1

September 2011. The main objective of the Academy is the provision of free education to 11-18 year olds.

In addition to providing full time education to 11-18 year olds, the school is also used as follows:

• a Polling Station on Election days,

• lettings to both commercial and voluntary organisations for the: swimming pool, gym / fitness suite, hall and

classrooms, and

• Blakeways Youth Club

The Academy actively encourages users from the community via the Youth Club, swimming, Zumba classes, Greek

lessons, music festivals and IT/Maths/English lessons.

Charges are made for use of the school out of normal school hours as follows:

• Classroom hire £10 per hour

• Pool / field hire £20 per hour

• Hall / Gym / Dance Studio hire £25 per hour

For further information about Academy Schools, below is an extract from the Charity Commission website:

1. What are academy schools?

Academies are state-funded independent (ie non-state) schools. Academies:

• must be approved by the Department for Education (DfE)

• are funded by DfE not the local authority (LA)

• are independent of their LA

• are automatically charities

• are exempt from registration and regulation by the Charity Commission

• are limited companies with charitable objects for advancing education

Academies may be formed by:

• community (state) schools converting to academies

• foundation or voluntary schools (LA-funded charitable schools) converting to academies

• local individuals or organisations starting new schools under DfE's Free Schools programme

2. Do academies have to register with the Charity Commission?

No, academies cannot register with the Commission. Although they are charities, they have exempt charity status

which means that they are not registered or directly regulated by us.

3. Why are some academy charities on the Charity Commission's register?

Before July 2010, academies had to register with the Commission. Academies became exempt charities on 1

August 2011. All academy charities must now be removed from the register. It may take us some time to identify

and remove them all. Any academy that is still on the register may ask to be removed.

Any academies that were registered must stop using their charity number.

NEW APPLICATION

ENCLOSURE 4.35

ANNEX 3

4. Who regulates the charitable operation of academies?

DfE is the 'principal regulator1 of academies. It is responsible for overseeing their compliance with charity (as well as

education) law. The Young People's Learning Agency (YPLA), which funds academies, will carry out this role on

DfE's behalf until March 2012 (when it is replaced by the Education Funding Agency). We will work with DfE and

YPLA to support them in their role.

5. Are Parent Teacher Associations (PTAs) linked to academies also exempt?

No. They are independent of the academy and so are not exempt. They must register with the Commission.

6. What about endowments and other funds held for the purpose of the academy?

Academy endowments are charitable trusts set up by the founders of some academies, supporting the academy by

providing additional funding.

Any charity that:

• an academy controls, and which

• exists for one or more of the purposes of that academy,

will also be exempt. This is likely to include academy endowments where the academy company is trustee. It could

also include any prize funds or scholarships.

Charities with such close administrative links must usually be included in the academy's accounts.

7.What accounts must academies produce?

Academies must prepare accounts under the Charities' Statement of Recommended Practice (SORP). This is a

requirement in their Funding Agreements. Our pages on charity accounting explain these requirements.

Academies must publish their accounts, and must provide a copy to anyone who requests it (subject to any copying

costs).

8.Legal background.

The Academies Act was passed on 27 July 2010. It made significant changes to the framework for academy

schools.

Section 12(1) of the Act came into force on 29 July 2010. Under this provision, all academies (academy trusts or

academy proprietors) approved by DfE are automatically charities. On 1 August 2011, academies became exempt

charities (by virtue of section 12(4) of the 2010 Act) and the Secretary of State for Education became their principal

regulator. Principal regulator appointments are made by the Office for Civil Society under the Charities Act 2006,

and approved by Parliament.

Comments:

Members should note that this is the first application for Charitable Rate Relief from an Academy School within the

district. However, within the agreed framework for considering levels of discretionary rate relief to be awarded (see

item 5.3 within this report), Members have not previously granted any level of top-up discretionary rate relief to

educational establishments.

NEW APPLICATION

APPLICATION FOR RATE RELIEF UNDER SECTIONS 47 OF THE

ENCLOSURE 4.36

ANNEX 4


Applicant's Name:

Property Address:

Registered Charity:

Occupation Date:

Relief Claimed:

Targeted Training Projects Ltd Account Ref: 101140092

Unit 6 Hemlock Park Industrial Estate, Hemlock Way, Hawkes Green, Staffs, WS11 7FB

No

1 November 2010

Discretionary

NEW APPLICATION

Period: 1/4/11-31/3/12

1/4/12-31/3/13

Use of Property: Vocational training for young, vulnerable adults

Main Objectives: To increase the numbers of people participating in learning, to improve the employment

prospects of those out of work and to enhance the skills and efficiency of those in work.

Financial Situation: As at: 30 June 10


Discretionary

0%

0%

£

Surplus (Deficit) 13,530.00

Reserves 13,641.00*

* Regional Organisation

Rates Payable:

Details of Charge

Full Charge


If 100% Relief Granted:



Rates Payable

If 50% Relief Granted:



Rates Payable

2010/11

£

6,819.75

6,819.75

6,819.75-

5,114.81

1,704.94

0.00

3,409.88-

2,557.41

852.47

3,409.87

2011/12

£

7,213.50

7,213.50

7,213.50-

5,410.12

1,803.38

0.00

3,606.75-

2,705.06

901.69

3.606.75

NEW APPLICATION

ENCLOSURE 4.37

ANNEX 4


Targeted Training Projects Ltd is a non-profit making organisation which occupied the property at Unit 6 Hemlock Park

Industrial Estate on 1 November 2010. The main objective of the Company is to increase the numbers of people

participating in learning, to improve the employment prospects of those out of work and to enhance the skills and

efficiency of those in work.

In accordance with the Companies objectives, the property is used to deliver vocational training to young, vulnerable

adults in classrooms combined with opportunities to apply new skills and competencies in a work environment. This

includes young adults who may be 'NEET's (not in education, employment or training) and young people who may be

classified as vulnerable (ie. learning difficulties / in care).

The organisation is open to all sections of the community and works proactiveiy with local schools, SCP / Connexions

and community groups to make young people aware of apprenticeships and employment opportunities with the

organisation. The work incorporates out reach work within local communities to encourage and motivate young,

vulnerable adults into productive employment training.

Currently the organisation has 45 members and no charge is made for the services provided.

Whilst the organisation isn't a registered charity, they are members of the Local Providers Network and the REC

(Recruitment & Employment Confederation).

Income for the organisation comes via multiple channels including deployment of young people from various social,

economic backgrounds undertaking work such as piecemeal work, courier services, community work, recycling and

small scale replenishment contracts to provide experience and training.

Comments:

Members should be mindful that discretionary rate relief can be granted at any level up to 100%. The figures

detailed in this Annex are purely a guide for Members.

a

CHADSMOOR PROGRESSIVE WORKING MEN'S CLUB18 BURN STREET, CHADSMOOR, CANNOCK, STAFFS. WS11^DR

Phone: Cannock -337B dSH 1 f

Secretary: A

nationalnon-domesticrates-charitablerelief · 5.5.1 the small business rate relief scheme (sbrr) is...

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