Get support with your Special Purpose Fund

We’ve created lots of useful resources to help you manage a Special Purpose Fund. You’ll find all the information you need below.

Important information


SPF Governance Guidelines 

This contains all the information you’ll need to manage a Special Purpose Fund effectively. It also includes further detail about your role and responsibilities as a Fund Adviser. We update this document every year and you’ll receive the latest version each April. Please take the time to read this document thoroughly.

Key pages

  • What can and cannot be paid into a Special Purpose Fund – p9
  • How to pay from a Special Purpose Fund – p12
  • Permitted Expenditure Guidelines – p13
Before you spend


VAT exemption list 

If you’re planning to purchase equipment, it may be VAT exempt if it’s purchased by the charity. If your item is not subject to VAT, please get in touch and we can issue you with a VAT exemption certificate. 

E-mandate guidance 

If you’re planning to make improvements to the physical environment of hospital buildings, you’ll need to complete an e-mandate. Please read this guidance document if you plan to use a Special Purpose Fund to support this type of work.

Requesting funds over £10k

You’ll find this document helpful if you want to submit a funding request of over £10k. It provides a step-by-step guide with a link to our online grants portal, Flexigrant.

After you spend 


Personal reimbursement under £10k

As a Fund Adviser, you can pay for items yourself and then claim reimbursement from the Special Purpose Fund you manage. You can also authorise other staff to claim reimbursement by using a CF04 form. You’ll need to make sure that whatever you purchase complies with our permitted expenditure guidelines and aligns with the purpose of the fund. Next steps are detailed in the document.

E-procurement – reimbursement to a department budget

The TIR (Trust Invoice Request form), is a Trust document. You’ll need to complete this form if you’ve made a purchase through the Trust’s e-procurement process. It’s important that you keep a copy of your receipt or an invoice from your supplier when placing your order. The Trust will then raise an invoice with us to recoup your expenditure. You’ll need to make sure that whatever you purchase complies with our permitted expenditure guidelines and aligns with the purpose of the fund. Next steps are detailed in the document.

Can’t find the answer to your question?

Check out our SPF FAQs

Email:
[email protected]