CHAPTER 14 - MONITORING FRAMEWORK
INTRODUCTION
14.1 As part of the process of preparing the LDF, it will be necessary to identify an effective monitoring framework against which implementation of the LDF strategy and vision can be measured. This in turn will help to identify any changes that need to be made if a particular policy or suite of policies within the LDF are not delivering their intended outcomes.
PERFORMANCE INDICATORS
14.2 Indicators will be identified to show how the performance of the Core Strategy will be measured. The Government identifies the monitoring process as one that will evolve over time as new information becomes available and lessons are learnt. Indicators may as a consequence change or be refined over time to reflect this evolving process. It is not practicable to include an indicator for every policy in the Core Strategy or other LDF documents. Where possible, policies will be grouped and common indicators identified.
ANNUAL MONITORING REPORT (AMR)
14.3 The AMR will be the principal component in the monitoring framework, bringing together all the necessary information to successfully monitor the implementation of the LDF in one place. It will be published by December each year and will include an assessment of:
- whether policies and related targets or milestones in LDDs have been met or progress is being made towards meeting them or, where they are not being met or not on track to being achieved, the reasons why;
- what impact the policies are having in respect of national, regional and local policy targets and any other targets identified in LDDs;
- whether the policies in the LDD need adjusting or replacing because they are not working as intended;
- whether the policies need changing to reflect changes in national or regional policy; and
- whether policies or proposals need changing, and the actions needed to achieve this.
14.4 The following targets and indicators will be used to monitor implementation of the Core Strategy. This will be refined through the AMR.
| INDICATOR | TYPE OF INDICATOR | CORE STRATEGY POLICIES | SPATIAL OBJECTIVES | TARGET | EXISTING BASELINE (WHERE APPROPRIATE) | SOURCE |
| Spatial Strategy and Core Development Principles Housing trajectory showing:
|
Core | CS1, CS9 | 3, 5 | Net additional dwellings:
|
N/A | Housing completion certificates |
Greater Hemlington:
|
Local | CS3 | 6, 7, 9 | 2004-11 5,000 sq.m 2011-16 25,000 sq.m 2016-21 20,000 sq.m |
N/A | Planning applications/ completions certificates |
Greater Middlehaven:
|
Local | CS2, CS9 | 3, 5, 6 | 2004-11 500 completions 2011-16 1,015 completions 2016-21 1,265 completions10% of new build will be affordable |
1,336 dwellings permitted (outline consent)733 units in phase 1 have planning permission, without affordable housing requirement | Planning applications/ completion certificates |
Greater Hemlington:
|
Local | CS3, CS9 | 3, 5, 6 | 2004-11 190 completions 2011-16 375 completions 2016-21 215 completions 10% of new build will be affordable |
N/A | Planning applications/ Completion certificates |
| Amount of new residential development within 30 minutes public transport time of: GP; hospital; primary school; secondary school; areas of employment and a major retail centre(s) | Core | CS4, CS17 | 3, 4, 10, 11 | All residential development to be within 30 minutes public transport time of identified facilities | N/A | Completion certificates |
Changes in areas and populations of biodiversity importance including:
|
Core | CS4, CS20 | 3, 4, 10, 11 | To maintain and increase biodiversity of priority habitats as set out in Local Biodiversity Action Plans | Designated SNCIs: 115 ha; Proposed SNCIs: 57ha |
Tees Valley Wildlife Trust |
| Number of planning permissions granted contrary to the advice of the Environment Agency on either flood defence or water quality grounds | Core | CS4, DC1 | 3, 4, 10, 11 | No permissions granted contrary to the advice of the Environment Agency | N/A | Environment Agency/ Development Control |
| Amount of municipal waste arising and managed by management type and the % each management type represents of the waste managed | Core | CS4 | 3, 4, 10, 11 | To recover value from 40% of municipal waste. To include recycling/ Composting of at least 25% of household waste |
12% of household waste recycled/ Composted |
JSU |
| Renewable Energy. Installed capacity |
Core | CS4 | 3, 4, 10, 11 | To increase the amount of energy generated from renewables | N/A | Planning applications/ Completion certificates |
| Number of Grade I and Grade II* listed buildings on ‘Buildings at Risk’ register | Significant effect | CS4 | 3, 4, 10, 11 | No buildings on the list | 0 | English Heritage |
| Amount of eligible open spaces managed to Green Flag Award standard | Core | CS5, CS20 | 3, 4, 11, 12 | Increase the amount of eligible open space managed to Green Flag standard | 85ha | Leisure & Arts |
| % new residential completions achieving BRE Ecohomes rating of excellent | Local | CS5 | 3, 4, 11, 12 | 100% | N/A | Planning applications |
| % new non residential building completions achieving BRE Environmental Assessment Method of excellent | Local | CS5 | 3, 4, 11, 12 | 100% | N/A | Planning applications |
| Business Development Amount of floorspace developed for employment by type |
Core | CS1, CS7 | 1, 2, 6, 7, 9 | General employment land: 5ha/annum; Regional brownfield mixed use: 5.9ha/annum |
N/A | Completion certificates |
| Employment land available by type | Core | CS7, CS1 | 1, 2, 6, 7, 9 | 2004-2011: 35ha General. 40ha Brownfield mixed. 2011-2016: 25ha General. 40ha Brownfield mixed. 2016-2021: 25ha General. 20ha Brownfield mixed | Local Plan employment allocations: 93ha | Land Availability Study |
| Employment type | Contextual | CS7 | 1, 2, 6, 7, 9 | N/A | Public admin 31% Distribution 21% Manufacturing 14% Finance 11% Other 23% |
JSU |
| Economic activity | Contextual | CS7 | 1, 2, 6, 7, 9 | Increase economic activity rates | 67% | Census |
Losses of employment land in:
|
Core | CS8 | 9 | To ensure employment land and premises are not lost prematurely | N/A | Planning applications/ Completion certificates |
| Amount of employment land lost to residential development | Core | CS8 | 9 | To ensure employment land and premises are not lost prematurely | N/A | Planning applications/ Completion certificates |
| Housing Population change |
Contextual | CS9, CS10, CS11 | 3, 5 | Reduce the rate of population decline to 0.7% between 2001-11 | 137,300 (mid-2006) |
Census/JSU Mid-year estimates |
| House prices | Contextual | CS9, CS10, CS11 | 3, 5 | To create a better balance between housing supply and demand | Average price (Oct-Dec 2006) £120,738 | JSU (land registry) |
| Household composition | Contextual | CS9, CS10, CS11 | 3, 5 | Create a balanced housing stock that meets the population’s needs | Multi-person 48% Single person 31% Couples 22% (2001) |
Census |
| Affordable housing completions | Core | CS10, CS11 | 5 | Improve the range and choice of dwelling types | N/A | HIP |
| Outstanding planning permissions | Local | CS1, CS9 | 3, 5 | To maintain a 5 year deliverable supply of housing from outstanding permissions and allocations | Planning permission for 3,643 dwellings at 1st January 2007 | Planning decision notices/ completion certificates |
| Number of housing completions/ outstanding planning permissions on strategic allocations | Local | CS9 | 3, 5 | Completions 2004-11=1,388 2011-16=2,300 2016-21=1,410 |
Outline planning permission for 1,336 dwellings | Planning decision notices/ completion certificates |
Number of apartments permitted/completed in:
|
Local | CS2, CS9 | 3, 5 | To focus development of apartments in Greater Middlehaven and the Town Centre | N/A | Planning decision notices/ Completion certificates |
| Housing Stock | Significant effect | CS9 | 3, 5 | Improve the range and choice of dwelling types and sizes | Detached: 12.4% Semi: 38.5% Terraced: 37.6% Flat: 11.4% (2004) |
DCLG |
| Housing on previously developed land | Core | CS9 | 5, 11, 12 | 70% of new build | N/A | Planning applications/ Completion certificates |
| Vacant dwellings | Significant effect | CS9, CS11 | 5 | Reduce vacancy rates to 3% by 2016 | 4.4% (2005) | Council tax records |
| Dwellings in low demand | Significant effect | CS9, CS11 | 5 | To turn around the incidence of low demand and abandonment | 15.4% (2005) | HIP |
| Affordable housing completions by type and tenure | Local | CS11 | 5 | Improve the range and choice of dwelling types | N/A | HIP |
| Planning applications approved/refused for gypsy and travelling show people sites and appeals | Local | CS12 | 5 | Ensure that there are sufficient well located sites | N/A | Planning decision notices |
| Number of unauthorised gypsy encampments | Local | CS12 | 5 | No unauthorised gypsy encampments | N/A | Planning decision notices |
| Number of unauthorised gypsy encampments | Local | CS12 | 5 | No unauthorised gypsy encampments | N/A | Environment Directorate |
| Town Centre National retail ranking |
Contextual | CS13 | 1, 2, 9 | Improve national retail ranking to 25th by 2023 | 2004: 38th | Verdict analysis |
| Amount of completed retail, office and leisure development | Core | CS13, CS14, CS15 | 1, 2, 9 | Convenience floorspace: 2006-16 = 2,800sq.m. Comparisons: 2006-16 = 41,900 sq.m. |
N/A | Completion certificates |
| Amount of completed retail, office and leisure development in town centres | Core | CS13 | 1, 2, 9 | Maintain and enhance the vitality and viability of the town centre | N/A | Completion certificates |
| Floorspace permitted/ Refused for town centre uses in:
|
Local | CS13 | 1, 2, 9 | Maximise development within the town centre | N/A | Planning applications |
| Amount of leisure development permitted/ Developed in:
|
Local | CS14 | 1, 2, 12 | Focus leisure development in the town centre, GBH, Middlehaven, Prissick and the district centres | N/A | Planning applications/ Completion notices |
| Planning applications permitted/refused for a large casino | Local | CS15 | 1, 2 | Provide a large casino in Middlesbrough | N/A | Planning decision letters |
|
Local | CS6 | 13, 14 | Ensure that developer contributions cover the cost of infrastructure, social and environmental requirements arising from new development | N/A | Planning applications |
| Total number of units and number of vacant units in the town centre. Total amount of floorspace and vacant floorspace within town centre | Significant effect | CS13 | 1, 2, 9 | Reduce the number of vacant units | 419 retail units 71 vacant |
Annual survey |
| Total number of units and number of vacant units in the district centres. Total amount of floorspace and vacant floorspace within the district centre | Significant effect | CS13 | 9 | Maintain and enhance the vitality and viability of the town centre | Berwick Hills: 16 retail 0 vacant Coulby Newham: 29 retail 1 vacant |
Annual survey |
| Education Educational attainment. Qualifications of working age populations |
Contextual | CS16 | 13 | To increase the % of residents attaining education qualifications | 63% JSU/annual population survey | |
| Number of new schools built/created. Building Schools for the Future | Local | CS16 | 13 | To provide modern purpose built education facilities. All new residential to be within 30 minutes of the listed facilities | N/A | Planning applications/ Completions |
| Transport % of new development within 400m walking distance of a bus stop, rail halt or similar access to public transport |
Local | CS4, CS17 | 7, 8, 9 | 100% | N/A | Planning applications/ Completions |
| Total length of footpath network. Total length of footpaths secured/lost in new development | Local | CS4, CS17 | 7, 8, 9 | Achieve a net increase in the total length of footpaths | Total length: 38km |
Transport & Design |
| Commuting patterns | Contextual | CS17 | 7, 8, 9 | Reduce the % of people commuting by car | 66% by car | Census |
| Percentage of completed non residential development within UCO A, B & D complying with car parking standards set out in the local development framework | Core | CS18 | 8 | To ensure all development complies with maximum car parking standards to encourage alternatives to the car | N/A | Planning Apps. Angela Hughes. Transport & Design |
| Number of short stay and long stay parking spaces in existing centres | Local | CS18 | 8 | Restrict parking spaces to current levels | Long stay: 2204 spaces Short stay: 1503 spaces |
Transport and Design Monitoring Report 1503 spaces |
| Length of additional no car lane, bus lane and segregated cycle lane (m) | Local | CS18 | 8 | To encourage the use of public transport and cycling | N/A | Transport and Design Monitoring Report |
| Number of people killed or seriously injured (KSI) | Contextual | CS19 | 8 | By 2010-40% reduction in no. of people KSI. 50% reduction in no. of children KSI. 10% reduction in no. of people slightly injured | 65 | Transport and Design Monitoring Report |
| Number of non-residential developments incorporating Workplace Travel Plans | Local | CS18 | 8 | All major developments that generate significant additional journeys | N/A | Planning conditions |
| Quality Environment % green wedge lost to development |
Local | CS20 | 3, 7, 12 | No loss of green wedge to inappropriate development | 941ha designated as green wedge | Planning applications |
| Area primary open space lost to development | Local | CS20 | 3, 7, 12 | No loss of primary open space to inappropriate development | 894ha designated as primary open space | Planning applications |
| Planning applications determined for significant sport, leisure and recreation related developments on the Green Blue Heart | Local | CS21 | 1, 12 | Increase opportunities for sport, leisure and recreational work | N/A | Planning applications |
| Development Control Performance in relation to National Air Quality Strategy. Declaration of any Air Quality Management Areas? |
Contextual | DC1 | 12 | Reduction in number of days when the level of air pollution exceeds AQMA threshold | 0 | Tees Valley environmental group |
Existing baseline data 2005/06 unless otherwise stated.