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Appendix 2 Monitoring

Introduction

This table provides further information on how the policies in the Core Strategy will be monitored and in particular sets out indicators and targets where appropriate and the base line situation. The Core Strategy already includes a section after each policy on implementation and monitoring. The table below builds on this monitoring framework and adds additional explanation / information where appropriate. The additional information is largely drawn from the Sustainability Appraisal Report and the LDF Annual Monitoring Report already published.

The general approach to monitoring

The mechanism for monitoring the Core Strategy policies will be the Annual Monitoring Report (AMR) for the LDF. This is submitted each year to GONE by the 31st December. Each monitoring report covers the previous year to the end of March. Some monitoring of the implementation of Local Plan policies and core indicators has been taking place already. In future following the adoption of the Core Strategy the level and sophistication of monitoring will need to increase. The AMR will also be the mechanism for monitoring in relation to the indicators set out in the Sustainability Appraisal Report.

A key source of monitoring will be the use of data from development control and building control records. Information will be gathered on a monthly basis for all decisions on planning applications and all developments completed. Modifications to the type of data recorded will be made to allow more sophisticated monitoring. A wide range of analysis will be carried out and collated annually. Council officers will also undertake primary research including field surveys and will gather a wide range of data from internal and external sources.

Policy

How policy will be monitored

Indicators

Targets

Baseline data

GD1

Decisions on all planning applications will be recorded and analysed in terms of the scale and location of the development i.e. whether they are in Main Towns, Local Centres, smaller villages or the open countryside to monitor whether the appropriate amount and scale of development is being approved in the right places. Any applications approved as a departure from this policy e.g. large scale development in smaller villages will also be monitored. The nature of and reasons for any departures will be analysed to inform future decisions and policy review if necessary.

The number and scale of development schemes completed (excluding small scale householder development) in each category of the settlement hierarchy will also be analysed.

i) % of applications approved in line with policy

ii) % of new developments by type e.g. retail, business completed in terms of number and scale in each category of the settlement hierarchy

i) 100%

ii) Majority in Main Towns and Local Centres (specific % for housing see H3)

i) Monitoring to begin 2007/08

ii) Monitoring to begin in 2007/08 (see also H3)

GD2

Decisions on all planning applications will be recorded and analysed in terms of the location of the site either within, adjacent to or outside of the built up area of towns and villages and whether it is previously developed or not. Any applications approved as a departure from this policy i.e. the sequential approach not being followed will be analysed to inform future decisions and policy review if necessary.

The number and scale of development schemes completed (excluding small scale householder development) in each category of the sequential approach will also be analysed.

i) % of applications approved in line with policy.

ii) % of new developments by type e.g. retail, business completed in terms of number and scale in each category of the sequential approach

i) 100%

ii) Highest % in higher categories

i) Monitoring to begin 2007/08

ii) Monitoring to begin 2007/08

GD3

Decisions on all planning applications in the Green Belt will be recorded and analysed. Any applications approved as a departure from this policy (and more detailed development control policies saved in the Local Plan or contained in the Development Control DPD) i.e. inappropriate development within the Green Belt or development outside of the infill boundaries where relevant will be analysed to inform future decisions and policy review if necessary.

i) % of applications within the Green Belt approved in line with Policy GD3 or relevant detailed development control policies.

i) 100%

i) Monitoring to begin 2007/08

GD4

The success of the Council's annual bids for projects to be included in Northumberland County Council's LTP Minor Improvement Programme will be monitored as will the successful implementation of projects included in the LTP. Given the limited resources and competing bids it is not realistic to expect all bids to be accepted.

The trend in modes of transport used for journeys to work will be monitored from each Census to assess the sustainability of travel patterns.

Completions of new housing will be monitored and analysed in terms of their location in relation to public transport accessibility to key services. The volume of traffic levels on key roads in Tynedale will be monitored from information collected by the Highways Agency / County Council.

i) % of TDC priority project bids accepted into LTP minor Improvement Programme.

ii) % of projects in LTP completed successfully and on time.

iii) % of non car journeys to work

iv) % of new housing within 30 mins public transport time of a GP, hospital, primary and secondary school, areas of employment and a major retail centre (AMR Core Indicator 3B)

v) Volume of traffic on key roads

i) 75%

ii) 100%

iii) Increase from 2001

iv) 90%

v) Increase by no more than national average

i) 67% in 2006/07

ii) Monitoring to begin 2007/08

iii) 19% in 2001

iv) 92% 2005/06

v) Monitoring to begin 2007/08

GD5

Any applications approved as a departure from this policy i.e. where the development would increase the risk of flooding, reduce the capacity of flood plains to store flood water or increase the number of people or properties at risk will be analysed to inform future decisions and policy review if necessary.

The number of existing properties at some risk of flooding (fluvial) i.e. within flood zones 2 and 3 will be monitored using data from the Environment Agency. Data from the Environment Agency as to number of significant flood events and the number of properties affected will be monitored annually.

i) % of applications approved in line with policy.

ii) Number of existing properties in flood zones 2 and 3.

iii) Number of annual significant flood events and properties affected.

i) 100%

ii) Not to increase from base line

iii) NA

i) 100% 2005/06 in respect of LDF AMR Core Indicator 7.

ii) 4,066 in 2005

iii) None in 2006

GD6

The number and type of planning obligations secured will be monitored annually through analysing decisions on all planning applications.

NA

NA

Monitoring to begin 2007/08

NE1

Any applications approved as a departure from this policy i.e. where the development would damage the character of the landscape, biodiversity or geological interest of the District, adversely affect air or water quality, take up good quality agricultural land or adversely affect open space in towns and villages will be analysed to inform future decisions and policy review if necessary.

Data will be collected from a range of internal and external sources to monitor the quality and general state of the natural environment.

i) % of applications approved in line with policy.

ii) Number of SSSIs

iii) % of SSSIs in favourable condition (LDF AMR Core Indicator 8)

iv) Number of European protected species

v) Number of Nationally protected species

vi) % of eligible open space managed to green flag standard (LDF AMR Core Indicator 4C)

vii) Number of air quality management zones

viii) % of water samples that are good or fair quality (biology and chemistry)

ix) % of river length in good or fair condition

i) 100%

ii) Maintain base line at least

iii) 95% by 2010

iv) Maintain base line

v) Maintain base line

vi) 50%

vii) None

viii) 100% for bothix) 100%

i) Monitoring to begin 2007/08

ii) 66 in 2007

iii) 64% in 2006

iv) 4

v) 7

vi) 20% in 2006

vii) None 2007

viii) 100% for both 2003

ix) 100

NE2

Any applications approved as a departure from this policy i.e. where the development would result in the loss of or adverse effect on strategic green space will be analysed to inform future decisions and policy review if necessary. An annual field survey of the strategic green spaces will provide data as to areas lost to development or subject to enhancement.

i) % of applications approved in line with policy

ii) Amount of strategic green space lost in Ha

iii) Amount of strategic green space subject to enhancement

i) 100%

ii) None

iii) NA

i) Monitoring to begin 2007/08

ii) Monitoring to begin 2007/08

iii) NA

BE1

Any applications approved as a departure from this policy i.e. where development would not conserve the built environment or the character of the area generally or comply with other criteria will be analysed to inform future decisions and policy review if necessary.

The number of Conservation Areas and those with character appraisals will also be monitored annually as will the number of listed buildings at risk and the level of risk. Applications including sustainable construction techniques and facilities for waste reduction/re-use and recycling will be specifically monitored through the development control process. (Note suggested minor changes to Policy BE1)

i) % of applications approved in line with policy

ii) Number of Conservation Areas

iii) Number of Conservation Areas with character appraisals

iv) Number of listed buildings at risk

v) % of eligible applications including sustainable construction or waste reduction/re-use/or recycling facilities

i) 100%ii) Increase from base line

iii) All existing Conservation Areas covered by 31st March 2009

iv) Reduce from base line

v) 100%

i) Monitoring to begin 2007/08

ii) 19 in 2007

iii) None adopted in 2006

iv) 14 in 2006

v) Monitoring to begin 2007/08

BE2

Success in undertaking Conservation Area Character Appraisals will be monitored along with the number of additional Conservation Areas.

i) Number of Conservation Areas with character appraisals

ii) Number of Conservation Areas

i) All existing Conservation Areas covered by 31st March 2009

ii) Increase from base line

i) None adopted in 2006

ii) 19 in 2007

BE3

Success in reducing the number of listed buildings at risk and the level of risk will be monitored through annual field surveys.

i) Number of listed buildings at risk

i) Reduce from base line

i) 14 in 2006

H1

The number, type and location of new housing completed will be monitored from building control records. Land availability for housing will be monitored through analysis of development control records and studies undertaken jointly with house builders and other stakeholders. Affordable housing needs will be monitored through the housing register and other assessments.

i) the overall number of dwellings completed annually (LDF AMR Core Indicator 2A)ii) the availability of land for housing

iii) the distribution of housing completions (see indicators for Policies H2 and H3)

iv) the range of housing types built

v) number of affordable houses built (see indicators for Policy H7)

i) in line with RSS figures

ii) in line with RSS figures and to maintain a 5 year supply

iii) see Policies H2 and H3

iv) in line with strategic housing market assessment

v) see Policy H7

i) 174 in 2005/06

ii) 835 dwellings in 2006

iii) NA

iv) NA

v) NA

H2

An up to date housing trajectory will be maintained including the number of additional dwellings completed annually and available. The distribution of completions and availability between the CPA and RA will be monitored. Data will be taken from building control and development control records.

i) the overall number of dwellings completed (LDF AMR Core Indicator 2A)

ii) the availability of land for housing

iii) The distribution of completions (annual average in the plan period) and availability between the two sub areas of the District

i) in line with RSS figures

ii) in line with RSS and to maintain 5 yr supply

iii) 77% in the CPA, 23% in the RA

i) 174 in 2005/06

ii) 835 dwellings in 2006

iii) Completions 1991-06 79% in CPA

21% in RA

Availability in 2007

61% in CPA

39% in RA

H3

The number of new houses built in each level of the settlement hierarchy i.e. Main Towns, Local Centres and smaller villages with adequate services will be monitored using data from building control records. Any applications approved as a departure from this policy i.e. new housing outside of a Main Town, Local Centre or smaller village with adequate services will be analysed to inform future decisions and policy review if necessary.

i) The % of new houses built in Main Towns, Local Centres and smaller villages with adequate services (annual average over plan period)

ii) % of applications approved in line with policy

i) 55%, 15%, 30% ratio


ii) 100%

i) 55%, 15%, 30% ratio 1991-2006

ii) Monitoring to begin 2007/08

H4

Any applications approved as a departure from this policy i.e. new housing on green field sites not covered by criteria in policy will be analysed to inform future decisions and policy review if necessary. The percentage of new dwellings built on previously developed land will be monitored using data from development control and building control records

i) % of applications approved in line with policy

ii) % of total dwellings built annually which are on previously developed land (LDF AMR Core Indicator 2B)

i) 100%

ii) % to reach at least 60% by 31st March 2008 and at least 65% by 31st March 2016

i) Monitoring to begin 2007/08

ii) 84% 2006 (89% if agricultural buildings are included)

H5

Any applications approved as a departure from this policy i.e. new build housing at a density of less than 30 dwellings per hectare where this is not necessary for the character of the area will be analysed to inform future decisions and policy review if necessary.The average density of dwellings built and the number and % built at or above 30/ha will be monitored using data from development control and building control records.

i) % of applications approved in line with policy

ii) Average density of new dwellings built annually

iii) % of all dwellings built at density of 30/ha or more (LDF AMR Core Indicator 2C)

i) 100%ii) At least 30/ha

iii) At least 90%

i) Monitoring to begin 2007/08

ii) 54/ha in 2005/06

iii) 82% in 2005/06

H6

Any applications approved as a departure from this policy i.e. change of use of a building to residential use in the open countryside which does not satisfy all of the criteria in the policy will be analysed to inform future decisions and policy review if necessary.

i) % of applications approved in line with policy

i) 100%

i) Monitoring to begin 2007/08

H7

Any applications approved as a departure from this policy i.e. affordable housing development approved outside of main towns, local centres and smaller villages with adequate services will be analysed to inform future decisions and policy review if necessary.

The success of the policy will be monitored through recording the number of additional affordable houses built annually as a % of the total using data from building control records and the level of housing need through the housing register and housing needs assessments.

i) % of applications approved in line with policy

ii) % of all dwellings built that are affordable

iii) The number of households on the housing register with a local connection and in need of affordable housing

iv) The number of households requiring affordable housing taken from housing needs assessments

i)100%

ii) Up to 2011 at least 55%

After 2011

At least 60%

iii) Reduce from base line

iv) Reduce from base line

i) 100% in 2005/06ii) 16% in 2005/06

iii) 1,201 Oct 2006

iv) 458 per annum 2005

H8

Any applications approved as a departure from this policy i.e. where the % of affordable housing on eligible sites is below that stated in the policy will be analysed to inform future decisions and policy review if necessary.

The success of the policy will be monitored through recording the number of additional affordable houses built annually on market housing sites and the average % of dwellings agreed on eligible sites that are affordable, this information will be taken from development control and building control records.

i) % of applications approved in line with policy

ii) Number of affordable houses built annually as part of market housing sites

iii) Annual average % of dwellings agreed on eligible sites that are affordable

i)100%

ii) 28 per yr up to 2011

20 per yr after 2011

(based on assumptions about number of eligible sites etc.)

iii) between 30% and 50%

i) Monitoring to begin 2007/08

ii) 7 in 2005/06

iii) 25% in 2005/06

EDT1

A range of information will be collected from internal and external sources to measure the overall state of the economy and the tourism sector particularly.

The amount of employment land available for development will be monitored through annual surveys and by using data from NCC. The amount of employment land lost to other forms of development annually will be monitored from development control and building control records

i) Unemployment rate

ii) Economic activity rate

iii) Range of jobs by sector

iv) Average gross weekly pay for residentsv) Average gross weekly pay for workforcevi) Annual visits to Tourist Info Centres

vii) Estimated annual tourist days spent in Tynedale

viii) Estimated annual tourist expenditure in Tynedale

ix) Amount of employment land available (LDF AMR Core Indicator 1D)

x) Amount of employment land lost to other forms of development per annum (LDF AMR Core Indicator 1E)

i) Below UK average

ii) Maintain at least base line

iii) Maintain / increase range of jobs (qualitative assessment)

iv) At least regional averagev) At least regional averagevi) At least base line

vii) At least base lineviii) At least base lineix) 34ha up to 2021

x) none

i) Dec 2006

Tynedale 1.3%

UK 2.5%

ii) 79.9% in 2005

iii) 2006

Agric etc. 3.7%

Manuf. 8.7%

Tourism/Leisure 15.8%

Public Services 31.3%

Retail /Distrib. 15.2%

Business Services 14.7%

Other 10.6%

iv) 2005

Tynedale £417

N.E. £383

v) 2005

Tynedale £335

N.E. £385

vi) 165,270 in 2005/06

vii) 2,982,700 in 2004

viii) £113m in 2004ix) 25.41ha Dec 2005

(excluding identified sites at Prudhoe and Haltwhistle)x) none in 2005/06

EDT3

The number of applications approved for small scale employment / farm diversification in the open countryside will be monitored and analysed using data from development control records

Any applications approved as a departure from this policy i.e. where application involves more than small scale development or is not part of a redevelopment of an existing site or farm diversification will be analysed to inform future decisions and policy review if necessary.

i) Number of applications approved for small scale employment / farm diversification uses in open countryside

ii) % of applications approved in line with policy

i) NA

ii) 100%

i) NA

ii) Monitoring to begin 2007/08

EDT4

The number of applications approved for small scale tourism development in the open countryside will be monitored and analysed using data from development control records

Any applications approved as a departure from this policy i.e. where application involves more than small scale development will be analysed to inform future decisions and policy review if necessary.

i) Number of applications approved for small scale tourism development in the open countryside

ii) % of applications approved in line with policy

i) NA

ii) 100%

i) NA

ii) Monitoring to begin 2007/08

EDT5

The number of applications approved for tourism development in the Kielder Tourism Priority Area will be monitored and analysed using data from development control records

i) Number of applications approved for tourism development in the Kielder Tourism Priority Area

i) NA

i) NA

RT1

Decisions on all planning applications in the Primary Shopping Areas will be recorded and analysed to assess their impact on their vitality, viability and quality and attractiveness. Any applications approved as a departure from this policy i.e. not complying with the criteria will be analysed to inform future decisions and policy review if necessary.

A range of information will be collected by field surveys and questionnaires to measure the vitality and viability of the Primary Shopping Areas.

i) % of applications approved in line with policy

ii) Vacancy rate of floorspace in PSAa

iii) Range of uses within PSAsiv) Pedestrian flows

v) Analysis of business and shopper surveys

i) 100%

ii) No more than base line

iii) Qualitative assessment

iv) Maintain at least base line

v) Qualitative assessment

i) Monitoring to begin 2007/08

ii) To be established 2007/08

iii) ) Monitoring to begin 2007/08

iv) To be established 2007/08

v) Monitoring to begin 2007/08

RT2

Decisions on all planning applications for retail and other town centre uses will be recorded and analysed in terms of their location. Any applications approved as a departure from this policy i.e. retail and other town centre uses outside of the Primary Shopping Areas will be analysed to inform future decisions and policy review if necessary.

The proportion of completed floorspace for retail and other town centre uses within the Primary shopping Areas annually will be monitored using data from development control and building control records.

i) % of applications approved in line with policy

ii) % of completed retail and other town centre uses in the Primary Shopping Areas (LDF AMR Core Indicator 4b)

i) 100%

ii) At least 50%

i) Monitoring to begin 2007/08

ii) 18% in 2005/06

RT3

Any applications approved as a departure from this policy i.e. change of use in the frontage areas resulting in % of A1 retail uses falling below threshold in policy will be analysed to inform future decisions and policy review if necessary.

An annual field survey will be undertaken to monitor the % of ground floor frontage in the frontage areas which is in A1 retail use.

i) % of applications approved in line with policy

ii) % of ground floor frontage in primary shopping frontage in A1 retail use

i) 100%

ii) at least

85% in Hexham

80% in Prudhoe

50% in Haltwhistle

i) Monitoring to begin 2007/08

ii) 2006

87% in Hexham

83% in Prudhoe

71% in Haltwhistle

CS1

The type and number of services in towns and villages will be monitored through annual field surveys.

The availability and frequency of public transport services will be monitored annually using data from NCC and other public transport providers.

Decisions on all planning applications for community services and facilities will be recorded and analysed in terms of their scale and location.

i) Number of towns and villages with key local services (see policy H3)

ii) Qualitative assessment of improvement / reduction in public transport services for each settlement

i) At least base line

ii) To maintain or improve situation in all settlements

i) 30 smaller villages plus 3 main towns and 4 local centres in 2006

ii) Monitoring to begin 2007/08

EN1

Decisions on all planning applications will be recorded and analysed in terms of the scale and location of the development i.e. whether they are in Main Towns, Local Centres, smaller villages or the open countryside to monitor whether the appropriate amount and scale of development is being approved in the right places and therefore the implications for energy use.

The number and scale of development schemes completed (excluding small scale householder development) in each category of the settlement hierarchy will also be analysed.

Decisions on all applications for renewable energy generation including micro generation will be monitored and the amount of renewable energy generation delivered will be recorded.

i) % of applications approved in line with policy

ii) % of new developments by type e.g. retail, business completed in terms of number and scale in each category of the settlement hierarchy

iii) The number of applications approved for renewable energy generation including micro generation and the amount of energy generation involved

i) 100%

ii) Majority in Main Towns and Local Centres (specific % for housing see H3)

ii) NA

i) Monitoring to begin 2007/08

ii) Monitoring to begin 2007/08

iii) NA

EN2

Decisions on all applications for commercial scale renewable energy generation will be monitored and the amount of renewable energy generation delivered will be recorded.

Any applications approved as a departure from this policy i.e. not complying with criteria in policy will be analysed to inform future decisions and policy review if necessary.

i) The number of applications approved for commercial scale renewable energy generation and the amount of energy generation involved

ii) % of applications approved in line with policy

i) NA

ii) 100%

i) NA

ii) Monitoring to begin 2007/08

EN3

Decisions on all applications for 10 or more dwellings and other developments of at least 100sqm floorspace will be monitored to assess the improvement in carbon emission rates.

Any applications approved as a departure from this policy i.e. relevant development where carbon emission rate is not at least 10% below the target rate will be analysed to inform future decisions and policy review if necessary.

i) Average improvement in carbon emission rates in relevant developments

ii) % of applications approved in line with policy

i) At least 10% below target emission rate defined by building regulations

ii) 100%

i) Monitoring to begin 2007/08

ii) Monitoring to begin 2007/08

         

 

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