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Sectors

Charities and non-profits

Every pound counts twice.

Energy and utilities management for charities and non-profits

Where a premises is used for a non-business charitable purpose, part or all of the supply may qualify for the reduced rate of VAT and relief from the climate change levy. The relief has to be claimed and the declaration has to be accurate, so we work out the qualifying proportion and prepare the declarations for you to sign.

Trustees need the reasoning, not only the price. We write each recommendation so it can be read at a meeting and filed afterwards, with every offer and its date on the file.

Shops, halls, offices and let space often sit under different arrangements. We record which supply belongs to which use before anything is priced, and query historic billing where a relief should have been applied and was not.

What we are usually handed

  • Reliefs not claimed

    Where a premises is used for a non-business charitable purpose, part or all of the supply may qualify for the reduced rate of VAT and relief from the climate change levy. We work out the qualifying proportion and prepare the declaration for you to sign.

    Where we fitWe work out the qualifying proportion and prepare the VAT and levy declarations for you to sign.

  • Decisions that go to a board

    Trustees need the reasoning, not only the price. We write the recommendation so it can be read at a meeting and filed afterwards.

    Where we fitWe write the recommendation so it can be read at a trustee meeting and filed afterwards.

  • Buildings held on mixed terms

    Shops, halls, offices and let space often sit under different arrangements. We record which supply belongs to which use before pricing anything.

    Where we fitWe record which supply belongs to which use before anything is priced.

What we do about it

  • Assess the qualifying proportion of each supply and prepare the VAT and levy declarations.

  • Write recommendations in a form that can go to a trustee meeting.

  • Register every supply, use and contract end date in one place.

  • Query historic billing where a relief should have been applied and was not.

Who we work withTrustees, chief executives, finance managers and premises volunteers.

What happens next

If you send us the details below, we run a short suitability check before anything is agreed.

  1. Send the basics

    Tell us the sector, the number of sites and what prompted the enquiry. Contract end dates and supply numbers help, but you do not need the full picture to start.

  2. We check it sits within our scope

    We confirm whether the work matches what we do and whether we have capacity to take it on properly. If it does not, we say so.

  3. You receive a written brief

    If it is suitable, we set out the work, the fee basis and the next steps in writing before any contract is signed.

  4. You sign; we hold the supplier to account

    Every supply contract stays in your name. We operate under a Level 1 Letter of Authority only, which means we cannot sign contracts on your behalf.

Questions we are asked here

By how the premises is used. We assess the non-business charitable use of the space, set out the proportion we consider qualifies and prepare the declaration for an authorised signatory to check and sign.

A supplier can usually correct a period in the past where the declaration should have applied, subject to their own limits and to HMRC rules. We raise the claim and keep the correspondence on file.

Yes. Each recommendation is written as a short paper: the offers received, the date, what we recommend and why, including where we are not recommending the cheapest offer.

Evidence

Each field below is published only once the figure has been checked against the source named beside it. Where a field reads as awaiting verification, we have not yet confirmed it and we will not state it.

Evidence fields for Charities and non-profits, with the source of each figure and its current status
FieldSourceStatus
Supplies under management in this sectorInternal contract register, counted at the stated date.Awaiting verification
Meters with half-hourly data availableData collector records for the supplies listed above.Awaiting verification
Invoice validation coverageValidation log, stated as a proportion of invoices checked.Awaiting verification
VAT and levy declarations preparedDeclaration log for the period stated.Awaiting verification

Further reading

The Series