Infrastructure Funding Statement 2019 - 2020

Section 106 Report Summary

1. Introduction

1.1 The Community Infrastructure Levy (Amendment) (England) (No.2) Regulations 2019 require local authorities that receive contributions from the Community Infrastructure Levy (CIL) or enter into section 106 planning obligations with developers to publish an infrastructure funding statement annually.

1.2 This statement will be produced annually by end of December each year, covering the financial year ending in the preceding March. The Lake District National Park Authority has not adopted a Community Infrastructure Levy. Developer contributions in the Lake District National Park are collected through Section 106 agreements. This statement provides information on the total revenue we received from developer contributions in 2019/20 along with the contributions we spent or allocated for spend, and the amounts we retained for future expenditure.

1.3 This summary report should be read in conjunction with the developer agreements contributions spreadsheet (csv) file which can be viewed on our website. Throughout the IFS there will be references to the following definitions:

  • Agreed – contributions that have been agreed within a signed legal document. These contributions have not been collected/ delivered and if the planning applications are not implemented they will never be received.
  • Received – contributions received, either non-monetary or monetary, that have been transferred to Lake District National Park Authority (the Authority).
  • Allocated – contributions that have been received and allocated to specific projects, or passed to a team within the authority to spend
  • Spent/delivered – monetary or non-monetary contributions that have been spent/ delivered.
  • This financial year – unless stated otherwise, this refers to the period 01/04/2019 – 31/03/2020


Figure 1: Data reporting requirements for section 106 planning obligations. The letters within each box refer to the subparagraphs within paragraph 3 of Schedule 2.

Obligations entered into in reported year

  • (a) Total amount of money to be provided under any planning obligation which was entered into during the reported year.
  • (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;
  • (ii) In relation to educational facilities, the number of school paces for pupils which will be provided, and the category of school at which they will be provided

Money received under any planning obligation before (but not spent) or during the reported year

  • (b) Total amount of money under any planning obligations which was receivedduring the reported year.
  • (c) Total amount of money under any planning obligations which was received before the reported year which has not been allocated by the authority.
  • (g) In relation to money (received under planning obligations) which was allocatedby 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
  • (i) Total amount of money (received under any planning obligations) 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 seperatey the total amount of commured sums held.

Money spent during reported year

  • (f) Total amount of money (received under any planning obligations) which was spent during the reported year by the authority (including transferring it to another person to spend);
  • (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;
  • (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);
  • (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;


2. Developer Contributions - Section 106 Planning Obligations

2.1 A Section 106 Agreement is a legal agreement made under the provisions of Section 106 of the Town and Country Planning Act 1990, which sets out the requirements the planning authority and the applicant have agreed to. New housing and other developments impact on all our infrastructure, such as our schools, roads, health facilities and recreational space, and it is appropriate that developers can be required to help fund the new or improved infrastructure we will need because of it. The Authority uses Section 106 Agreements to secure a monetary contribution to finance infrastructure improvements, and to secure the on-site provision of local affordable housing.

Obligations entered into in the financial year

2.2 Table 1 outlines the total amount of money to be provided under any planning obligation which was entered into during the financial year.


Table 1: Total amount of money agreed through a S106 agreement during the financial year.

Infrastructure TypeMonies Agreed
Affordable housing – off site£815,000
Total£815,000


2.3 Table 2 lists the non-monetary contributions to be provided under planning obligations which were entered into during the financial year. The developer-agreement-contributions spreadsheet (csv2) provides a broad breakdown of infrastructure types provided under this category. Explicitly, 14 new affordable homes will be provided

Table 2: Non-monetary S106 contributions: Affordable Housing

ReferenceSiteNon-fiancial contributions
7/2018/2147Keswick Methodist Church4
7/2019/2042Land at Powter How, Thornthwaite1
7/2019/5177Land off Yewdale Road, Coniston7
7/2019/5555Land at Crag Foot, Grasmere2
Total 14

Money received under any planning obligation before (but not spent) or during the financial year.

2.4 Table 3a shows the total amount of money under any planning obligations which was received during the financial year. Table 3b shows the total amount of money under any planning obligations which was received before the financial year which was not been allocated by the Authority, and 3c shows that no money was received and allocated but not spent during the financial year for the funding of infrastructure.

Table 3a – Total monies received 2019/2020 through Lake District National Park Authority S106 agreements.

RecipientMonies Received
Lake District National Park Authority£7,438.00
Total£7,438.00


2.5 In 2017, a section 106 agreement was signed in connection with a planning obligation at Limefitt Holiday Park in Troutbeck, in connection to planning application ref: 7/2014/5388. The agreement states that within 6 months of the planning permission being granted, the owner will make a payment of £2,438.00 to the Authority for the purposes of maintaining the public rights of way network within a two mile radius of the site. This payment is an annual payment.

2.6 In 2016, a section 106 agreement was signed in connection with a planning obligation at White Cross Bay Leisure Park in Windermere in connection with planning application ref: 7/2014/5169. This agreement states that on 15 November 2016 and on every anniversary thereof to pay the sum of £5,000 to the LDNPA for the purpose of funding wildlife conservation measures (including monitoring and studying) within both the Land and the Locality.

Table 3b – Monies received before this financial year but not allocated by the Authority

Infrastructure TypeMonies Received but not Allocated
Pubic Rights of Way£0.00
Biodiversity£44,487
Total£44,487


2.7 This is monies received for biodiversity enhancement purposes, but has not yet been allocated, although a project plan is to be developed in the near future.

Table 3c – Money which has been received and allocated but not spent during the financial year.

Infrastructure TypeMonies Allocated but not Spent
Public Rights of way£0.00
Biodiversity£0.00
Total£0.00


2.8 Table 3d shows that no money has received under any planning obligations during any year which has been retained at the end of the financial year, and where any of the retained money has been allocated for the purposes of longer term maintenance.

Table 3d: Money which has been retained for longer term maintenance projects

Infrastructure TypeMonies Retained
 £0.00
Total£0.00


Money spent during the financial year

2.9 Table 4a shows the total amount of money received under any planning obligations which has been spent during the financial year by the Authority, including transferring it to another person to spend. This was in connection with maintaining the public rights of way network within a two mile radius of the Limefitt Holiday Park in Troutbeck.

Table 4a – Total money spent in 2019/2020

Money Spent / TransferredAmount
Spent£2,438.00
Transferred£0.00
Total£2,438.00

2.10 In relation to money (received under planning obligations) which was spent by the Authority during the financial year (including transferring it to another person to spend), Table 4b lists the items of infrastructure on which that money was spent.

Table 4b – Total money spent by Infrastructure type by the Authority 2019/2020

Infrastructure Project TypeMonies Spent
Public Rights of Way including:
Surfacing materials (quarry waste material)
Gates
Drainage pipes
Gate metal work - hangings and catches
Stone for culverts
£2,438.00
Biodiversity£0.00
Total£2,438.00

2.8 During the financial year, no monies received under planning obligations was spent on repaying money borrowed. And no money was spent in respect of monitoring (including reporting under regulation 121A) in relation to the delivery of planning obligations.