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Waverley Borough Council Committee System - Committee Document

Meeting of the Executive held on 06/12/2005
Local Development Framework Draft Annual Monitoring Report

Summary & Purpose
This report presents the Draft Local Development Framework Annual Monitoring Report document for consideration, prior to its submission to the Government Office of the South East.


Waverley Borough Council



[Wards Affected: All]
Summary and purpose:

This report presents the Draft Local Development Framework Annual Monitoring Report document for consideration, prior to its submission to the Government Office of the South East.


Environmental implications:

The Annual Monitoring Report is a statutory requirement which provides a mechanism for demonstrating how the Council is meeting its sustainable environmental objectives.

Social / community implications:

The Annual Monitoring Report is a statutory requirement which provides a mechanism for demonstrating how the Council is meeting its sustainable social and community objectives.

E-Government implications:

No direct e-government implications.

Resource and legal implications:

New areas of monitoring will have resource implications. It is anticipated at present that these can be absorbed within current resources.


1. Section 35 of the Planning and Compulsory Purchase Act 2004 requires every local authority to make an Annual Monitoring Report (AMR) to the Secretary of State containing information on the implementation of the Local Development Scheme and the extent to which the policies set out in local development documents are being achieved. This first AMR, covering the period April 2004 – March 2005, has to be submitted by the end of December 2005.

2. A key objective of the new planning system is that local development documents will be ‘spatial’ rather than purely land-use plans delivered through the grant and refusal of planning permission. They need to embrace wider social, environmental and economic objectives, as well as providing a mechanism for delivering sustainable development objectives, considering needs and aspirations of communities, adopting an integrated approach taking account of other strategies and policies, and setting out clear and agreed implementation mechanisms to ensure that spatial objectives and policies are delivered.

3. This spatial approach means that local development documents will need to be based on more comprehensive evidence than development plans were in the past. This is one reason why more robust approaches are now needed towards monitoring the new local development frameworks.

4. An AMR has to be submitted to the Government Office of the South East (GOSE) by the end of December each year. The consultation for the 2006/2007 allocations criteria Planning Delivery Grant took place in September, and proposes that authorities will be rewarded for submitting an AMR by the end of December 2005, and that it must contain up-to-date information on progress against milestones set out in the Local Development Scheme (LDS). Local Authorities will also be asked to assess their progress in delivering against their saved policies/LDF targets for sustainable development outcomes. The ODPM will set out ‘bands’ for assessment, and there will be commensurate awards against ‘fair’, ‘good’ or ‘excellent’ progress in meeting their LDS milestones and delivering against their outcome targets.

This Annual Monitoring Report

5. In this transition period from the Waverley Borough Local Plan 2002 to the Local Development Framework, this first Annual Monitoring Report (AMR) will be reporting on the policies of the Local Plan, as no new policies have yet been adopted as part of the Local Development Framework. This first AMR assesses the whole year from April 1st 2004 to March 31st 2005.

6. Under the new Framework, all of the Policies within the Local Plan will be ‘saved’ during this transition period (2004-2007), and some policies will be saved beyond that period.

7. Due to the high number of policies within the Waverley Borough Adopted Local Plan 2002, it is not possible to monitor each and every policy individually. Therefore, the policies have been monitored by topic, grouped as they are within the individual Local Plan chapters.

8. The AMR was sent to the main stakeholders for their consideration over a four- week period during October and November.

Developing the Monitoring Framework

9. The monitoring systems that are currently in place within the Planning Department at Waverley are limited. They are not tailored towards comprehensive forward planning and the Local Development Framework.

10. It is the intention to put in place systems that will meet the statutory requirements of the Local Development Framework Monitoring. In addition, as part of planning reforms and in an attempt to streamline the planning process, a standard planning application form is currently being developed nationally. This will ensure that much of the information required for monitoring purposes is gathered upfront. It is intended that the form will be implemented on a transitional basis in March 2006, coming into full effect by 2007. Also, the main aim of phase two of the PARSOL Project is to develop a national specification for the collection and transfer of planning monitoring data, in particular the core output indicators used in AMRs.

11. GOSE recognises that the AMR is a document that will evolve over time, and the information contained within it will be modified as the LDF progresses and saved policies are replaced. New local indicators and targets will be introduced. Currently, few Local Plans are target based, and so in this AMR, targets from the Adopted Surrey Structure Plan 2004 have been used, as well as any targets identified in Waverley’s Best Value Performance Plan. Some information is not yet available at a local level, and therefore some of the core indicators may not be able to be monitored at this stage.

12. It will also be possible, in time, to draw out trends from information collected in a consistent way and from the same sources. Analysis of these trends will be vital to understanding the performance of policies in meeting their objectives and targets.

Observations from Environment and Leisure Overview and Scrutiny Committee

13. The Environment and Leisure Overview and Scrutiny Committee considered this report at its meeting on 15th November. The Committee welcomed the local Development Framework draft Annual Monitoring Report, thanked the officers who had been involved in producing it, and made the following observations:-

There was a query about who the report was aimed at. Officers confirmed that whilst the AMR was an obligatory part of the new planning regime, that it would be useful to Waverley BC and its neighbours too. A Member had heard about a proposal for a new mineral site in East Hants District and asked whether Waverley Borough Council had been consulted and whether it would be referred to in that Council’s AMR. Officers agreed to check the situation and respond to the Member concerned. Members asked why the report had been deferred and officers explained that GOSE had felt that the vocabulary, rather than content of the report, needed to be amended. Members wanted to know who had been involved in the ‘Early Stakeholders Consultation’ and officers agreed to send a list of stakeholders to all Members of the Committee. There was some discussion about the mapping of flood zones, whether the information was accurate, and the possibility of its use by insurance companies. Officers confirmed the data was compiled by the Environment Agency but that the Council would take legal advice about use of the information. A number of observations on the content of the report were made including a reference to a former coal depot which was in Godalming, not Farnham, and another query about accuracy of figures on an age profile table citizens aged 65+.

Recommendation It is recommended that the Executive endorse the Draft Local Development Framework Annual Monitoring Report document, prior to its submission to the Government Office for the South East.


Background Papers (DoPD)

There are no background papers (as defined by Section 100D(5) of the Local Government Act 1972) relating to this report.



Names: J. A. Falconer Telephone: 01483 523294

E-mail: jfalconer@waverley.gov.uk

I. P. Rowland Telephone: 01483 523295

E-mail: irowland@waverley.gov.uk