Annual Infrastructure Funding Statement 2019-20
Rushcliffe Borough Council Annual Infrastructure Funding Statement 2019-20
Published 16 March 2021
Contents
- 1. Introduction
- 2. Community Infrastructure Levy Report
- 3. Section 106 (Planning Obligations) Report
Appendices
Appendices: List of Schedule 2 requirements for the Infrastructure Funding Statement
Appendix 1: Community Infrastructure Levy
Appendix 2: Section 106 Planning Obligations
1. Introduction
1.1 Purpose of Report
This report provides information on the monetary (and non-monetary) contributions sought and received from developers for the provision of infrastructure to support development in Rushcliffe, and the subsequent use of those contributions by Borough Council. The report covers the financial year 1 April 2019 – 31 March 2020. Rushcliffe seeks developer contributions through the Community Infrastructure Levy (CIL) and Section 106 agreements (also known as “planning obligations”).
1.2 CIL Charging Schedule
CIL was adopted by the Council on 7 October 2019, part way through the 2019-20 reporting year. CIL is a set charge, based on the gross internal area floorspace of buildings, on most new development to help fund the infrastructure needed to address the cumulative impact of development across our area. The charging schedule, setting out the CIL rates for different areas and types of development in the Borough, is available on our website.
1.3 Use of CIL Funds
Local planning authorities must use CIL to fund ‘the provision, improvement, replacement, operation or maintenance of infrastructure to support the development of the area’. There is also a neighbourhood portion of CIL which is similarly able to fund infrastructure but can also fund ‘anything else that is concerned with addressing the demands that development places on an area’. CIL Charging authorities must pay 15% of CIL receipts to the Parish Council for the area where a CIL liable development takes place, rising to 25% if the Parish
has a Neighbourhood Plan in place. In unparished areas (for Rushcliffe, this includes West Bridgford), the CIL charging authority can spend equivalent amounts in the locality, following engagement with local communities.
1.4 Use of S106 Planning Obligations
Section 106 of the Town and Country Planning Act 1990 enables a local planning authority to enter into planning obligations – legal agreement which mitigate the impact of a specific development, to make it acceptable in planning terms. The planning obligation might, for example, require the provision or contribution to a new or improved road, school, health facility or local green infrastructure. Local planning authorities can also seek planning obligations to secure a proportion of affordable housing from residential developments.
1.5 County Council Obligations
Some planning obligations for development within the Borough may also be made with the Nottinghamshire County Council, where those obligations relate to Education, Highways, or other matters for which the County Council are directly responsible. For the avoidance of doubt, this IFS will report solely on obligations made with the Borough Council. This document should be read in conjunction with the Nottinghamshire County Council’s infrastructure funding statement. The County Council also covers improvements to highway infrastructure under Section 278 of the Highways Act 1980.
2. Community Infrastructure Levy Report
The information below is provided to comply with the requirement to report on CIL collection, allocation, and expenditure within the 2019-20 year.
2.1 CIL Instalments
A CIL charge is payable either within 60 days of the commencement of a development, or within the terms of the Borough Council’s adopted Instalment Policy. For CIL charges under £50,000, a single instalment is due within 90 days; charges between £50,000 and £250,000 are due in two instalments within 300 days; and charges over £250,000 are due in four instalments within 570 days. A full breakdown is available on our website.
2.2 Demand Notices
The CIL Demand Notice sets out the whole sum payable and the instalments required, and therefore CIL Demand Notices issued during a particular year do not necessarily equate to the CIL sums likely to be received during that year. In addition, developments can be altered through further planning permissions over time, often resulting in revised Demand Notices needing to be issued. Re-issued Notices are not double-counted in this report; if a Demand Notice is issued and then re-issued in the same reporting year, only the re-issued Notice is included within the figure for CIL invoiced during the year.
2.3 Recent Adoption of CIL
Due to the time at which CIL was adopted within the Borough, no developments incurring a CIL charge were commenced between 1 April 2019 and 31 March 2020. As such, no figures were set out in demand notices, nor were any CIL monies received, allocated, or spent during the reported year. For completeness, the reporting figures required by the CIL Regulations (Reg 121A) are included at the end of this document in Appendix 1.
2.4 Infrastructure List
Regulation 121A(1)(a) requires the Infrastructure Funding Statement to include details of the infrastructure projects or types of infrastructure which the charging authority intends will be, or may be, wholly or partly funded by CIL (other than CIL to which regulation 59E or 59F applies). This is known as the Infrastructure List. It is intended to provide transparency on how an authority intends to use CIL funds. The list below sets out those infrastructure projects that Rushcliffe Borough Council may wholly or partly fund by the CIL.
Infrastructure that may be wholly or partly funded by CIL
- Provision of Park and Ride along the A52 corridor and bus priority measures in West Bridgford.
- Provision of or improvements to playing pitches and ancillary facilities.
- Provision of or improvements to indoor leisure provision.
- Provision of additional secondary school places across the Borough through new provision or extension to existing provision.
- Provision of health facilities across the Borough through new provision or extension to existing provision.
2.5 Interaction between CIL and S106
The inclusion of a project or type of infrastructure on this list does not signify a commitment from the Council to fund (either in whole or in part) the listed project or type of infrastructure through CIL, nor does the ordering of the table imply any preference for expenditure. In some circumstances, there will also still be a legitimate role in using S106 planning obligations to secure funding towards items which may be covered by CIL.
2.6 Future Review of CIL Infrastructure
The Council will review this list in subsequent publications of the infrastructure funding statement. It is anticipated that amount of CIL receipts will be limited in the first years after adoption, given that contributions are not payable until commencement of development.
3. Section 106 (Planning Obligations) Report
The information below is provided to comply with the requirement to report on S106 collection, allocation, and expenditure within the 2019-20 year, as well as details of non-financial obligations. Copies of any of the S106 agreements referenced below can be found by searching the associated reference number on our Planning Online webpage.
3.1 Headline Figures
The table below gives an overview of the sums held, received and spent during the 2019-20 period. A further breakdown of each item is included in later sections of the report.
S106 Movement: 2019-20
- Opening Balance (01/04/2019): £14,878,030.92
- Contributions Received: £2,818,957.07
- Contributions Spent: £350,759.00
- Interest Accrued: £81,912.70
- Closing Balance (31/03/2020): £17,419,861.69
3.2 New Obligations
The total amount of money expected to be provided under any planning obligations which were entered into during the reported year is £27,749,972.61. Note that in some instances, it is not possible to give precise figures until the exact number / mix of houses on a particular development has been agreed, or where contributions may be payable as an alternative to expected on-site delivery of infrastructure or affordable housing. The figure above is therefore a baseline figure and the eventual amount collected may be higher than reported. A full breakdown of the financial and non-financial contributions for each agreement entered into in 2019-20 is set out in the tables below:
Land East And West Of Nottingham Road, South Of Clifton (14/01417/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Primary Education | £10,006,000.00 | - |
| Secondary Education | £7,185,338.00 | - |
| Health | £2,760,000.00 | - |
| Bus Service | £300,000.00 | - |
| Monitoring | £60,000.00 | - |
| Travel Plan Monitoring |
£27,000.00 | - |
| Affordable Housing | Non-financial | Minimum 10% - Exact number to be agreed through future affordable housing schemes on each phase of residential development |
| Highways Infrastructure | Non-financial | Footpath / Cycle Link |
| Land | Non-financial | Health Facility Site |
| Land | Non-financial | Open Space Land |
| Land | Non-financial | Primary School Site |
| Sports and Leisure | Non-financial | Joint Sports Changing Facility and Community Centre |
| Total (Expected): | £20,338,338.00 | - |
Land East of Main Road, Cotgrave (18/02821/FUL)
| Contribution | Amount |
|---|---|
| Monitoring | £273.00 |
| Bus Stops | £17,500.00 |
| Total (Expected): | £17,773.00 |
Land at Asher Lane, Ruddington (18/00300/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Primary Education | £704,776.00 | - |
| Secondary Education | £497,084.00 | - |
| Transport | £30,000.00 | - |
| Health | £158,440.00 | - |
| Library | £6,174.00 | - |
| Sports | £71,919.00 | - |
| Monitoring | £3,000.00 | - |
| Affordable Housing |
Non-financial | 30% (53 Units) |
| Open Space | Non-financial | - |
| Total (Expected) | £1,471,393.00 | - |
Thoroton Farm, Main Street, Thoroton (18/02084/VAR)
| Contribution | Amount |
|---|---|
| Affordable Housing | £130,782.00 |
Land at Grooms Cottage, Shelford Road, Radcliffe On Trent (18/02269/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Primary Education | £228,576.00 | - |
| Secondary Education | £159,777.00 | - |
| Network Rail | £2,000.00 | - |
| Bus Stops | £17,000.00 | Bus Stop contribution not payable if bus stop contribution in S106 for 13/02329/OUT is paid |
| Health | £600 per 1 bed dwelling + £920 per 2+ bedroom dwelling |
- |
| Sports Hall | £21,608.00 | - |
| Sports Pitches | £24,930.00 | - |
| Swimming Pool | £23,260.00 | - |
| Monitoring | £3,276.00 | - |
| Affordable Housing | Non-financial | 30% (16 Units) |
| Open Space | Non-financial | - |
| Total | £480,427.00 plus | - |
Land Between Platt Lane And Station Road, Keyworth (18/02412/FUL)
| Contribution | Amount | Details |
|---|---|---|
| Secondary Education |
£532,590.00 | - |
| Bus Stops | £45,000.00 | - |
| Health | £43,010.00 | - |
| Swimming Pool | £78,755.00 | - |
| Sports Hall | £73,160.00 | - |
| Sports Pitches | £24,972.00 | - |
| Sports Pitches Maintenance |
£7,294.35 | - |
| Bus Pass | £47,000.00 | - |
| Bus Service | £80,000.00 | - |
| Monitoring | £2,184.00 | - |
| Affordable Housing | Non-financial | 20% (37 Units) |
| Open Space | Non-financial | - |
| Total | £933,965.35 | - |
Land North of Bunny Lane, Keyworth (18/02515/FUL)
| Contribution | Amount | Details |
|---|---|---|
| Secondary Education |
£639,108.00 | - |
| Bus Stops | £30,000.00 | - |
| Health | £51,060.00 | - |
| Sports Hall | £86,941.00 | - |
| Swimming Pool | £93,590.00 | - |
| Sports Pitches | £83,782.00 | - |
| Sports Pitches Maintenance |
£24,768.00 | - |
| Bus Pass | £35,000.00 | - |
| Bus Service | £150,000.00 | - |
| Monitoring | £2,184.00 | - |
| Waste Management |
£15,125.19 | - |
| Affordable Housing | Non-financial | 20% (37 Units) |
| Bus Stops | Non-financial | Option to either pay contribution or provide bus stops on site |
| Highways Infrastructure |
Non-financial | Off-site highways Improvements |
| Open Space | Non-financial | - |
| Total | £1,211,558.19 | - |
Former Sandicliffe Motor Group, 5 - 27 Loughborough Road, West Bridgford (18/02521/FUL)
| Contribution | Amount |
|---|---|
| Affordable Housing | £148,498.00 |
| Health | £39,120.00 |
| Total | £187,618.00 |
Land at Barnfield Farm, Nicker Hill, Keyworth (18/02524/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Secondary Education |
£426,072.00 | - |
| Bus Stops | £30,000.00 | - |
| Health | £34,730.00 | - |
| Sports Hall | £59,038.00 | - |
| Swimming Pool | £63,553.00 | - |
| Sports Pitches | £59,449.00 | - |
| Sports and Leisure Maintenance |
£16,821.00 | - |
| Bus Taster Ticket | £24,000.00 | - |
| Bus Service | £90,000.00 | - |
| Affordable Housing | Non-financial |
20% (30 Units) - Option to provide a Commuted Sum instead if unable to dispose of the Affordable Housing units to a Registered Provider |
| Allotments | Non-financial | - |
| Open Space | Non-financial | - |
| Sustainable Drainage | Non-financial | - |
| Total | £803,663.00 | - |
Land East of Numbers 1 to 9 Springfield Close, Cropwell Bishop (18/02700/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Allotments | £6,205.00 | - |
| Affordable Housing |
Non-financial | 30% (26 Units) |
| Open Space | Non-financial | - |
| Total | £6,205.00 | - |
Land on Wilford Lane, West Bridgford (18/02920/HYBRID)
| Contribution | Amount | Details |
|---|---|---|
| Retirement Health | £600 per 1 bed retirement flat + £920 per 2+ bedroom retirement flat |
- |
| Health | £600 per 1 bed dwelling + £920 per 2+ bedroom dwelling |
- |
| Sports Pitches | £246 per flat | - |
| Sports Pitches Maintenance | £145.51 per flat | - |
| Monitoring | £1,000.00 | - |
| Biodiversity | £21,000.00 | - |
| Affordable Housing | Non-financial | 30% Exact number dependant on final number of dwellings approved. Option to provide a Commuted Sum instead if unable to dispose of the Affordable Housing units to a Registered Provider |
| Allotments | Non-financial | - |
| Open Space | Non-financial | - |
| Total | £22,000.00 plus | - |
Land East of Kirk Ley Road, East Leake (19/00323/FUL)
| Contribution | Amount |
|---|---|
| Primary Education | £113,829.77 |
| Health | £43,240.00 |
| Library | £2,160.12 |
| Sports | £20,116.00 |
| Total | £179,345.89 |
Land South East of Platt Lane, Keyworth (19/00472/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Monitoring | £2,000.00 | - |
| Open Space | Non-financial | - |
| Total | £2,000.00 | - |
Land East of Loughborough Road, Ruddington (19/00535/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Primary Education | £723,824.00 | - |
| Secondary Education | £552,392.00 | - |
| Bus Stops | £45,000.00 | - |
| Health Sum | £161,120.00 | - |
| Sports Hall | £70,436.00 | - |
| Sports Pitches | £108,040.00 | - |
| Swimming Pool | £75,824.00 | - |
| Bus Ticket | £40,000.00 | - |
| Monitoring Sum | £2,730.00 | - |
| Footpath | £65,000.00 | - |
| Community Centre | £73,000.00 | - |
| Allotments | £13,140.00 | - |
| Affordable Housing | Non-financial | 30% (54 Units) |
| Open Space | Non-financial | - |
| Total | £1,930,506.00 | - |
Land South Of Butt Lane, East Bridgford (19/00784/OUT)
| Contribution | Amount | Details |
|---|---|---|
| Monitoring | £2,000.00 | - |
| Affordable Housing | Non-financial | 30% - Exact number dependant on final number of dwellings approved. Option to provide a Commuted Sum instead if unable to dispose of the Affordable Housing units to a Registered Provider |
| Open Space | Non-financial | - |
| Total | £2,000.00 | - |
Land at Manor Park, Ruddington (19/01616/FUL)
| Contribution | Amount |
|---|---|
| Affordable Housing | £226,700.00 |
| Health | £13,818.00 |
| Total | £240,518.00 |
3.3 S106 - Breakdown of Receipts
The below table covers contributions received from development sites within the Borough during the 2019-20 period. In some instances, further contributions may be due at later stages of development, and additional contributions may have already been collected in previous years.
| Site | Sum Collected |
|---|---|
| Land East & West of Chapel Lane, Bingham (10/01692/OUT) | £1,405,307.00 |
| Central College, Greythorn Drive, West Bridgford (14/02716/FUL) |
£642,718.00 |
| Land Between Platt Lane And Station Road, Keyworth (18/02412/FUL) |
£272,489.47 |
| Land South of Wilford Lane, West Bridgford (17/00673/FUL) | £228,274.00 |
| Zone 5 – Land off Melton Road, Edwalton (18/00457/FUL) | £153,916.00 |
| Land West of Malmic House, Brookside Road, Ruddington (15/01793/FUL) |
£68,885.00 |
| Cotgrave Colliery, Stragglethorpe Road, Stragglethorpe (10/00559/OUT) |
£26,188.53 |
| Land at Shelford Road Farm, Radcliffe on Trent (13/02329/OUT) |
£12,207.00 |
| Stanford Hall, Melton Road, Stanford on Soar (12/02070/HYBRID) |
£7,867.20 |
| Rebbur House, Nicker Hill, Keyworth (15/03084/FUL) | £822.44 |
| Bridgford House, Pavilion Road, West Bridgford (17/01981/FUL) |
£282.43 |
| Total | £2,818,957.07 |
3.4 S106 Allocations
The below table covers contributions that have been allocated to projects during the 2019-20 period. Though there is usually a definition for what certain contributions under a S106 agreement can be used for, allocation represents a firm commitment of the use of particular funds for a specific purpose.
| Project | Sum Allocated |
|---|---|
| New Community Hall as part of a wider development on land owned by Rushcliffe Borough Council at Chapel Lane, Bingham |
£1,860,297.90 |
| Two storey extension at Ash Lea School, Cotgrave | £639,733.51 |
| Metropolitan Housing (Phase 2A) – Redevelopment of garage sites for Affordable Housing | £477,176.03 |
| New classroom space at Heymann Primary School, West Bridgford |
£259,236.20 |
| Extension of shared footway / cycleway between Newton and Bingham |
£203,747.71 |
| Upgrades to existing bus stops and cycle network signage within Bingham |
£107,958.11 |
| Bus stop upgrades along Leake Lane, Stanford on Soar | £30,712.00 |
| Increased Stock at East Leake Library | £8,000.00 |
| Play equipment upgrades at Meadow Park, East Leake | £4,459.17 |
| Total | £3,591,320.63 |
*Note that these project allocations are not included within the reporting criteria in
Appendix 1b(g), as the committed funds were also spent within the reported year.
3.5 S106 Breakdown of Spend
The below table covers contributions that have been spent on projects during the 2019-20 period. Most often this will be the transfer of funds to the body who has carried out and completed the work, so as to ensure the money has been spent in accordance with the S106 Agreement, though there may be situations (particularly with larger infrastructure items) where payments may be phased/provided in
advance in order to assist with cash flow.
| Project | Sum Released |
|---|---|
| Dining Hall Extension at West Bridgford Academy | £303,727.76 |
| New Play Equipment at Meadow Park, East Leake | £16,193.83 |
| Pavilion Improvements at Whatton & Aslockton Playing Fields | £15,500.00 |
| Bus Stop Improvements along Camelot Street, Ruddington | £15,337.41 |
| Total | £350,759.00 |
3.6 Commuted Sums
The below table details the value of commuted sums that the Borough Council held at the end of the 2023-24 period. Commuted sums are intended to cover the long-term maintenance of certain items of infrastructure, and will be gradually spent over the course of a particular period of time.
| Project | Sum Retained |
|---|---|
| Open Space Maintenance, Woodroffe Way, East Leake | £32,346.51 |
| Sports and Playing Pitches Maintenance, Former Cotgrave Colliery |
£26,320.33 |
| Open Space Maintenance, Ludlow Hill Road, West Bridgford | £20,119.65 |
| Open Space Maintenance, Gotham Road, East Leake | £19,074.45 |
| Open Space Maintenance, Grantham Road, Radcliffe on Trent |
£9,520.02 |
| Open Space Maintenance, Rectory Road, Sutton Bonington | £5,979.86 |
| Open Space Maintenance, Plumtree Road, Cotgrave | £2,532.49 |
| Total | £115,893.31 |
Appendices
List of Schedule 2 requirements for the Infrastructure Funding Statement
Appendix 1: Community Infrastructure Levy
| Appendix 1 - CIL Reporting Figures | Sum |
|---|---|
| (a) the total value of CIL set out in all demand notices issued in the reported year | £0 |
| (b) the total amount of CIL receipts for the reported year | £0 |
| (c) the total amount of CIL receipts, collected by the authority, or by another person on its behalf, before the reported year but which have not been allocated | £0 |
| (d) the total amount of CIL receipts, collected by the authority, or by another person on its behalf, before the reported year and which have been allocated in the reported year | £0 |
| (e) the total amount of CIL expenditure for the reported year | £0 |
| (f) the total amount of CIL receipts, whenever collected, which were allocated but not spent during the reported year | £0 |
| (g) in relation to CIL expenditure for the reported year, summary details of: | - |
| (i) payments) has been spent, and the amount of CIL spent on each item | £0 |
| (ii) the amount of CIL spent on repaying money borrowed, including any interest, with details of the items of infrastructure which that money was used to provide (wholly or in part) |
£0 |
| (iii) the amount of CIL spent on administrative expenses pursuant to regulation 61, and that amount expressed as a percentage of CIL collected in that year in accordance with that regulation |
£0 |
| (h) in relation to CIL receipts, whenever collected, which were allocated but not spent during the reported year, summary details of the items of infrastructure on which CIL (including land payments) has been allocated, and the amount of CIL allocated to each item | £0 |
| (i) the amount of CIL passed to: | - |
| (i) any parish council under regulation 59A or 59B; and | £0 |
| (ii) any person under regulation 59(4) | £0 |
| (j) summary details of the receipt and expenditure of CIL to which regulation 59E or 59F applied during the reported year including: | - |
| (i) the total CIL receipts that regulations 59E and 59F applied to |
£0 |
| (ii) the items of infrastructure to which the CIL receipts to which regulations 59E and 59F applied have been allocated or spent, and the amount of expenditure allocated or spent on each item |
£0 |
| (k) summary details of any notices served in accordance with regulation 59E, including: | - |
| (i) the total value of CIL receipts requested from each parish council |
£0 |
| (ii) any funds not yet recovered from each parish council at the end of the reported year | £0 |
| (l) the total amount of: | - |
| (i) CIL receipts for the reported year retained at the end of the reported year other than those to which regulation 59E or 59F applied | £0 |
| (ii) CIL receipts from previous years retained at the end of the reported year other than those to which regulation 59E or 59F applied |
£0 |
| (iii) CIL receipts for the reported year to which regulation 59E or 59F applied retained at the end of the reported year; |
£0 |
| (iv) CIL receipts from previous years to which regulation 59E or 59F applied retained at the end of the reported year |
£0 |
Appendix 2: Section 106 Planning Obligations
| Project | Sum Allocated |
|---|---|
| (a) the total amount of money to be provided under any planning obligations which were entered into during the reported year |
£27,749,972.61 |
| (b) the total amount of money under any planning obligations which was received during the reported year | £2,818,957.07 |
| (c) the total amount of money under any planning obligations which was received before the reported year which has not been allocated by the authority | £4,090,511.14 |
| (d) summary details of any non-monetary contributions to be provided under planning obligations which were entered into during the reported year, including details of: | - |
| (i) in relation to affordable housing, the total number of units which will be provided |
See Section 3.2 |
| (ii) in relation to educational facilities, the number of school places for pupils which will be provided, and the category of school at which they will be provided | See Section 3.2 |
| (e) the total amount of money (received under any planning obligations) which was allocated but not spent during the reported year for funding infrastructure | £3,591,320.63 |
| (f) the total amount of money (received under any planning obligations) which was spent by the authority (including transferring it to another person to spend) |
£350,759.00 |
| (g) in relation to money (received under planning obligations) which was allocated by the authority but not spent during the reported year, summary details of the items of infrastructure on which the money has been allocated, and the amount of money allocated to each item | See Section 3.4 |
| (h) in relation to money (received under planning obligations) which was spent by the authority during the reported year (including transferring it to another person to spend), summary details of: |
- |
| (i) the items of infrastructure on which that money (received under planning obligations) was spent, and the amount spent on each item |
See Section 3.5 |
| (ii) the amount of money (received under planning obligations) spent on repaying money borrowed, including any interest, with details of the items of infrastructure which that money was used to provide (wholly or in part) |
£0 |
| (iii) the amount of money (received under planning obligations) spent in respect of monitoring (including reporting under regulation 121A) in relation to the delivery of planning obligations |
£0 |
| (i) the total amount of money (received under any planning obligations) during any year which was retained at the end of the reported year, and where any of the retained money has been allocated for the purposes of longer term maintenance (“commuted sums”), also identify separately the total amount of commuted sums held |
See Section 3.6 |