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Scheme Charge

The operation of The Dulwich Estate's Scheme of Management, a non-charitable activity, must not result in a drain on the Charity's resources and thus the costs are kept separate: the net effect is cost-neutral to the Charity, i.e., the Estate makes neither a profit nor loss in operating the Scheme.

The costs of operating the Scheme are recovered from the freeholders by way of a Management Charge, as provided under clause 10A of the Scheme Document and are apportioned on the basis of the council tax banding applicable to a property. Those making applications for changes to buildings pay licence fees which are used to defray the cost of the Consultant Architect and administration.

The Accounting Period is the year ending 31 March and freeholders receive, generally in September a circular together with a demand/statement which comprises an on account Charge for the current financial year (based on budgeted costs) and a balancing Charge (debit or credit) for the previous financial year (based on the actual costs for that period less the on account Charge).

The accounts of the Scheme and the apportionment of costs to freeholders are audited annually. The auditors sign the annual Managers' Certificate - as provided for in the Scheme Document.

In addition, a chartered surveyor ("Surveyors" referred to in the Scheme Document) is required to annually determine the Basis of Appointment - that the allocation of the Management Charge to each property is fair and equitable. This is attached to the Managers' Certificate as Schedule GE "1".

Domestic Properties	Non-Domestic Properties		Actual Charge			Estimated Charge
Valuation Band	Rateable Value 2000 Rating List	Rateable Value 2005 Rating List	2006/2007 £	2007/2008 £	2008/2009 £	2009/2010 £
A	Up to - £3,025	Up to £3,850	34.79	33.64	37.75	37.36
B	£3,026 - £4,125	£3,851 - £5,250	40.59	39.25	44.04	43.59
C	£4,126 - £5,225	£5,251 - £6,650	46.38	44.86	50.33	49.82
D	£5,226 - £7,150	£6,651 - £9,100	52.18	50.47	56.62	56.05
E	£7,151 - £9,350	£9,101 - £11,900	63.78	61.68	69.20	68.51
F	£9,351 - £12,650	£11,901 - £16,100	75.37	72.89	81.78	80.96
G	£12,651 - £25,300	£16,101 - £32,150	86.97	84.11	94.37	93.42
H	£25,301+	£32,151 +	104.36	100.93	113.24	112.10

Documents

Circular sent with Charge 15 September 2009 (PDF 2133 kb)

Managers Certificate 2009 (PDF 793 kb)

Scheme of Management Accounts 31 March 2009 (PDF 802 kb)