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Discretionary rate relief

Application criteria

You should read through this information carefully, to make sure that you meet our criteria, and can comply with the terms and conditions, before you spend time completing the application form.

  1. To be eligible for discretionary rate relief, an organisation must clearly demonstrate that:
    1. it was not established for, and is not conducted for, the purpose of making a profit;
    2. it was not established for, and is not conducted for, the purpose of providing a financial benefit for the people who run it;
    3. it is directly liable to pay the non-domestic rates on the property;
    4. the property on which rate relief is being sought is occupied with one or more groups whose objectives are charitable, philanthropic, religious or concerned with sports, leisure, education, social welfare, science, literature or arts;
    5. the property is wholly or mainly used for a community based activity;
    6. membership is open to all sections of the community or that any restrictions placed on membership are legitimate;
    7. the predominant beneficiaries of these activities are Calderdale residents.
  2. The following organisations will not be eligible for relief:
    1. those that support, either directly or indirectly, politically motivated groups or parties;
    2. those that set their membership rates at such a high level as to exclude the general community;
    3. housing associations and organisations that are set up and funded to deliver government programmes;
    4. charity shops run by organisations whose Head Office is outside of Calderdale;
    5. Organisations whose main focus is outside of Calderdale.
  3. The level of rate relief awarded to eligible organisations is dependent on the type of organisation and its activities, according to the following scale:

    1. Charitable, philanthropic or religious organisations, or those concerned with education, social welfare, science or literature
    Level of relief awarded100%
    Exceptions

    If the organisation has unrestricted annual income of over £100,000, the level of relief will be reduced by 10 percent.

    If the organisation has financial reserves of more than two years normal expenditure, the level of relief will be reduced by 20 percent.

    If the organisation has bar facilities which open often, and/or produce to over 50% of gross income, the level of relief will be reduced to 20 percent.

    2. Clubs, societies and other organisations concerned with recreation, sport or art
    Level of relief awarded60%
    Exceptions

    If the organisation has unrestricted annual income of over £100,000, the level of relief will be reduced by 10 percent.

    If the organisation has financial reserves of more than two years normal expenditure, the level of relief will be reduced by 20 percent.

    If the organisation has bar facilities which open often, and/or produce to over 50% of gross income, the level of relief will be reduced to 20 percent.

    3. Indoor social clubs (except clubs for older people, that is over 60 years old, and youth clubs, which are both included in type 1 above)
    Level of relief awarded10%
    Exceptions-

    In exceptional cases, additional relief above the standard levels set out above can be awarded, but organisations must clearly demonstrate why they should be awarded more than the standard award.

Terms and conditions

Application form

Once you are satisfied that you meet our criteria, and that you will be able to comply with the terms and conditions of the rate relief, you will need to complete the application form below.

DRR application form [PDF file 192KB]|PDF file

DRR application guidance notes [PDF file 324KB]|PDF file

DRR additional information and monitoring form [PDF file 102KB]|PDF file

Or you can contact Community Services Grants to request a paper copy.

In order for us to process your application, please send us signed copies of your organisation's constitution or similar document and the organisation's most recent annual accounts. You can post or email copies of these documents.

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Last Updated: 16/08/2016