Infrastructure funding statement 2022 to 2023

Foreword

This report:

  • outlines how we have spent developer contributions from new housing and other developments in the last financial year
  • promotes visibility of the processes involved, as we seek to ensure that growth and development in Lincolnshire communities brings investment in supporting facilities and infrastructure

Housing and other developments in Lincolnshire are essential to make sure our economy and communities thrive. Developments can also lead to an increased need for public services such as schools, transport and other infrastructure. All local authorities in Lincolnshire take their responsibility for planning very seriously. Councils work together to consider the positive and negative impacts of any development, before permission is granted.

Construction companies and developers will often be required to make contributions towards local improvements at the time of granting planning permission. This is either through a Section 106 agreement, or through 'Community Infrastructure Levy' (CIL), depending what is in place in each district.

Some of the projects on which money was spent during 2022 to 2023 include:

  • improvements to Holdingham roundabout
  • a reduced speed limit in Corby Glen
  • an expansion to Donington Thomas Cowley High School, and
  • expansions to Navenby primary school.

Section 106 and CIL are a small part of our wider spending. Further information on our capital programme and Government grant funding can be found on our website.

Introduction

At the time of writing in 2023, proposed changes to developer contributions were detailed in Government publications but not yet enacted. The proposed primary legislation is broad in its scope and can be seen in the Government’s Levelling Up Bill. Details on the proposed infrastructure levy and potential secondary legislation can also be found in the Government’s published documentation on its proposed Infrastructure Levy.  These changes are likely to take many years to affect Lincolnshire.

The following statements were relevant in 2023 to fulfil the current legal requirements to produce an Infrastructure Funding Statement (IFS). Future annual statements (or replacements to statements) will be prepared under the relevant legal framework at that time.

This statement provides relevant summary details of certain types of financial and other contributions we have secured and, or spent for the 2022 to 2023 financial year. This is to fulfil the obligation for all Councils to report annually as set out in the second of the 2019 amendments to the original Community Infrastructure Levy Regulations 2010, under the Planning Act 2008. These regulations are referred to elsewhere in this statement as the 2019(no2) Regulations or simply the Regulations. The summary details primarily relate to the Community Infrastructure Levy (CIL) and "section 106 agreements". Information has also been included on agreements under the Highways Act as is optional under the CIL Regulations.

The sections of this statement provide the following to meet Regulation 121A requirements:

  1. Statement on how future Community Infrastructure Levy (CIL) is intended to be used to fund infrastructure
  2. CIL Report, including details on CIL transferred to Lincolnshire County Council to March 2023; and,
  3. Section 106 Report. Relevant summary details of "section 106 agreements" to March 2023

This is the fourth such annual statement with Regulations introduced in advance of the 2019 to 2020 IFS. References in this statement to 'the year' or 'the reported year' are 1 April 2022 to 31 March 2023.

Statement on future Community Infrastructure Levy

As stated in the introduction above, at the time of writing in 2023, this statement was under the legal framework that was current and relevant to developer contributions.

This part of the IFS relates to clause 'a' of Regulation 121A which is focused on CIL.

Lincolnshire is a "two-tier" area with Lincolnshire County Council (LCC) and seven district councils. Although LCC works very closely with each district, it is those councils which are the CIL charging authorities: responsible for whether and how to set CIL. Local Plan preparation and CIL preparation are often closely aligned so the explanations below are made in relation to those processes for the respective areas.

Boston Borough Council, East Lindsey District Council, South Holland District Council and South Kesteven District Council have decided not to adopt CIL yet. LCC will continue to engage with these four councils on their Local Plans, including policies for section 106 and potential CIL. 

In 2018, City of Lincoln Council, North Kesteven District Council and West Lindsey District Council worked with each other to adopt and implement CIL. Those authorities and LCC had already formed the Central Lincolnshire Joint Strategic Planning Committee (CLJSPC) to produce a single Local Plan and evidence base. Where CIL has been received by LCC, it has repaid the cost of the Lincoln Eastern Bypass (LEB) that was forward funded by LCC. This has been a longstanding principle the four authorities' joint assessments and strategies around the Local Plan and CIL. The bypass is the subject of a signed Memorandum of Understanding between the authorities that agrees its importance in developer contributions funding. The bypass has also been a key part of the Lincolnshire Local Transport Plan and Lincoln Transport Strategy. LCC intends that this same purpose continues for future CIL from this part of Lincolnshire, working with the three district councils and the CLJSPC.

CIL report

This part of the IFS relates to clause 'b' of Regulation 121A. Each matter from schedule 2 of the Regulations is included in brackets alongside the relevant information.

LCC received £908,279.71 from CIL for 2022 to 2023 (matter 1(b) in Schedule 2 to the Regulations).  

As indicated in the Statement on Future CIL, as above, all the CIL received was used solely to make repayments towards some of the cost of Lincoln Eastern Bypass. Spending on the Bypass has been many millions of pounds larger, given the scale of that project. There was no other CIL expenditure in the year (matter 1(e) and matter 1(g)(i)).

There were no CIL receipts, whenever collected, which were allocated but not spent during the year (matter 1(f) and 1(h)).

Of the amount of CIL spending as above, noting that this is a loan repayment, the notional interest is £33,697 (matter 1(g)(ii)).

LCC is not a CIL collecting authority. This is because "county matters" development almost exclusively relates to minerals and waste operations or to infrastructure itself which do not usually involve buildings. In instances where buildings are developed under relevant permissions, these would rarely, if ever, meet the legal tests to attract CIL. Therefore, matters 1(a) to (l) are either covered above or do not apply to LCC. In short, LCC did not collect any CIL for the relevant year and is unlikely to do so in future years.

Section 106 report

This part of the IFS relates to 'c' of Regulation 121A, as amended by the second 2019 amendment to the CIL Regulations. Each line in the following table addresses a matter as it appears in Schedule 2 of the Regulations.

The optional information against matters 4(a) and 4(b) of Schedule 2 is also provided. This is details on Section 278 agreements (delivered under that section of the Highways Act 1980) and other highways agreements (respectively).

Matter from Schedule 2 to CIL Regulations '19 (number 2) Commentary
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(a) Commentary: During the year to 31 March 2023, Lincolnshire County Council (LCC) entered into planning obligations which, if and when triggered, would total £6,611,648.
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(b) Commentary: LCC received £8,871,495.59 in total during the year from planning obligations
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(c) Commentary: At 1 April 2023, LCC had not allocated £3,970,556.95 that was received before the reported year. An example would be where monies are received for part of a school expansion and this awaits further contributions from other development to make this up to a full classroom.
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(d) Commentary: For the year to March 2023, several obligtions were entered into that related to non-monetary contributions.  These were outline applications which will be monetised at reserved matters stage:
  • primary school places for land near to rear of Ainsworth House, Walesby Road, Market Rasen
  • secondary school places for land north of Tytton Lane East, Wyberton
  • secondary school places land adjacent to Millgate Lodge, Asperton Road, Wigtoft, Boston
  • secondary school and sixth form places for land west of Main Road, Long Bennington
  • secondary school and sixth form places for land adjacent to Crossroad Nurseries, Main Road, Quadring, Spalding
  • Land north of Canwick Avenue and east of London Road, Bracebridge Heath will contribute 2.7Ha of land for a new school
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(e) Commentary: For the year, LCC allocated but did not spend £1,187,047
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(f) Commentary: For money allocated but not spent, summary details are provided in table 1 overleaf
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(g) Commentary: During the year, LCC spent £1,656,800.29 in respect of all planning obligations
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(h)(i) Commentary: Summary details of money spent by LCC during the year are shown in table 2 in the following pages
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(h)(ii) Commentary: LCC spent £97,944.35 to repay money for Holdingham roundabout
Matter from Schedule 2 to CIL Regulations '19 (number 2): 3(i) Commentary: At 1 April 2023, LCC retained £7,431,918.72 in total from all contributions, for all years.  No money was retained for maintenance
Matter from Schedule 2 to CIL Regulations '19 (number 2): 4(a) Commentary: The summary information provided in Table 3 is for Section 278 agreements under the Highways Act which could amount to £1,343,352 for 2022 to 2023
Matter from Schedule 2 to CIL Regulations '19 (number 2): 4(b) Commentary: The summary information provided in Table 4 is for other agreements under the Highways Act, spefically Section 38 agreements, which could amount to £38,612,478 for 2022 to 2023

 

Table 1: Summary details of planning obligations money allocated but not spent during 2022 to 2023 (matter 3(g))

Site Details Amount
Site: East Mere Road, Branston Details: Towards the cost of providing MOVA at the Sleaford Road and Silver Street signalised junction and the cost of introducing a TRO to reduce the existing speed limit on Sleaford Road adjacent to the proposed access to the site.   Amount: £43,500
Site: Station Road, Former Brick Pits, Waddington Details: £40,000 on or before the first occupation on the site, £40,000 on or before first occupation of the 27th dwelling, £40,000 on or before first occupation of the 56th dwelling, and £37,000 on or before first occupation of the 81st dwelling. 
1. Improvements to existing uncontrolled pedestrian crossings (Fir Tree Avenue and Holywell Road, Melbourne Way and Holywell Road, Melbourne Way adjacent 42, Station Road and Melbourne Way, Somerville Close and Station Road, Orchard Garth and Station Road, Staples Lane and Station Road, Manor Lane and Station Road, Manor Lane and High Street, Melbourne Way link footpaths)
2. Provision of new uncontrolled pedestrian crossings (Station Road adjacent Melbourne Way, Station Road adjacent Somerville Close, Brant Road adjacent 459)
3. Existing bus stop improvements (Station Road adjacent 147 - new shelter and new high kerbs, Station Road adjacent 122A - new shelter, Station Road adjacent 82A - new shelter and new high kerbs)
4. Bar Lane environmental improvements (part contribution to works)
5. Brant Road footway improvements (between 459 Brant Road and Station Road)
6. Byway and footpath improvements (opposite 459 Brant Road - part contribution to works)
7. Station Road footway improvements (between numbers 14 and 66 Station Road)
8. Melbourne Way or Holywell Road cycleway provision
Amount: £192,629.01
Site: Land at Lincoln Road or Honeyholes, Dunholme Details: Bus stop works Amount: £8,000.00
Site: Brayford Wharf East, Wigford House, Lincoln Details: Towards environmental and highway improvements to Brayford Wharf East and Brayford Street. Amount: £66,536.32
Site: Deacon Road, Lincoln Details: To be utilised towards the upgrade of the signalised junction of Bunkers Hill and Wolsey Way, to include pedestrian and cycle facilities.   Amount: £60,386.00
Site: Whitebridges, Boston Details: The highway contribution will be applied towards the provision of a new pedestrian crossing on B1397 London Road in Boston as shown on plan HCDPR1501/01/0003.  Amount: £51,872.00
Site: Land off Hackthorn Road, Welton Details: Towards the costs of providing additional school places at William Farr CofE Comprehensive School Amount: £288,336.21 
Site: Land off Church Lane, Sturton Road, Saxilby Details: Towards additional permanent classroom at Saxilby Primary School Amount: £128,032.91            
Site: Land off Cliff Road and Heath Lane, Welton Details: Towards an additional classroom block with resource space at William Farr School Welton Amount: £229,093.03 
Site: Land at Station Road, Sutterton (Gleeson Regeneration) Details: Towards an extension of Sutterton Fourfields School Amount: £118,661.54

 

Table 2: Summary details of planning obligations money spent by LCC during 2022 to 2023 (matter 3(h) to (i))

Site Details Amount
Site: Bourne Road, Corby Glen Details: TRO to reduce speed limit on A151 Bourne Road Amount: £2,800.00
Site: Sleaford Road, Metheringham Details: TRO extension of speed limits on Dunston Road and Sleaford Road Amount: £3,307.32
Site: Furlong Way, Holdingham Details: Holdingham roundabout improvement Amount: £97,944.35
Site: The Landings, Waddington Details: TRO to relocate speed limit on Grantham Road Amount: £4,529.85
Site: Land north and west of Cole's Lane, Swineshead Details: Donington Thomas Cowley High School expansion Amount: £210,199.68 
Site: Land south of Winceby Gardens, Horncastle  Details: Horncastle Primary School expansion  Amount: £29,146.68 
Site: Land off the Sidings, Horncastle Details: Horncastle Primary School expansion  Amount: £54,096.03 
Site: Land at Top Farm, Navenby Details: Navenby Primary School extensions Amount: £160,227.79 
Site: Land off Headland Way and High Dyke, Navenby  Details: Navenby Primary School extensions Amount: £249,340.70 
Site: S106C - Wygate Park Details: Spalding Academy (Secondary School) expansion Amount: £443,700.00 
Site: Land between Empingham Road and Tinwell Road, Stamford Details: Stamford Welland Academy expansion Amount: £285,210.39 
Site: Land at Lodge Lane, Nettleham Details: Lincoln Monks Abbey Primary Shool expansion Amount: £116,297.50 

Table 3: Summary details of S278 Highways Agreements entered into in 2022/23 (matter 4(a))

Parish Location Details
Parish: Ancaster Location: Wilsford Lane Details: Development entrance
Parish: Boston Location: Swineshead Road Details: New access and tactiles
Parish: Boston Location: Heron Way Details: Road widening, vehicle access and passing place
Parish: Corby Glen Location: Bourne Road Details: New footways and access point
Parish: Dunholme Location: Honeyholes Lane Details: Road widening and tactile crossing
Parish: Heckington Location: Burton Road Details: Access and footway
Parish: Lincoln Location: Moorland Way Details: Three new accesses and resurfacing of footway
Parish: Lincoln Location: Cross Spencer Street Details: Footway widening
Parish: Louth Location: Brackenborough Road Phase 1 Details: On-street parking bays and tactile crossings on existing junctions
Parish: Louth Location: Lincoln Way Details: Vehicle access, tactiles and drainage
Parish: Mablethorpe Location: Golf Road, Orchard Way, Peter Chambers Way, Jacklin Crescent Details: Tactile crossings
Parish: Metheringham Location: Sleaford Road Details: Access improvements
Parish: Nettleham Location: Deepdale Lane Details: Install pedestrian footway and offlet kerbs, tactile crossing points, repositioning of lighting column, realign bus stop, install new entrance
Parish: North Owersby Location: Gulham Road Details: Four passing places and minor road widening on bend
Parish: Saxilby Location: Skellingthorpe Road (LC) Details: Connecting footway
Parish: Sibsey Location: Littleport Lane Details: Road widening and new vehicular access
Parish: Sibsey Location: Main Road Details: Bus stop improvements
Parish: Sleaford Location: Handley Chase Details: New access and footway
Parish: Sturton by Stow Location: Tillbridge Lane Details: New footway and tactile crossing point
Parish: Swineshead Location: Villa Lane Details: Footway and four accesses
Parish: West Pinchbeck Location: Slipe Drove Details: Access improvements
Parish: Weston Location: High Road Details: New access and bus stop alterations
Parish: Weston Location: A151 (High Road) Details: Vehicle access (pump station)
Parish: Wyberton Location: Scott Drive (Quadrant Phase 3A) Details: Footway and tactile crossing

 

Table 4: Summary details of other Highways Agreements for 2022 to 2023 (matter 4(b))

Parish Site or phase Details
Parish: Billinghay Site or phase: Off Mill Lane (Cornfield Way) Details: Section 38
Parish: Boston Site or phase: Lindis Road Phase 3 - Old Iron Way Details: Section 38
Parish: Boston Site or phase: Lindis Road Phase 3 - Old Iron Way Details: Section 38
Parish: Boston Site or phase: Former Magnadata Site, Norfolk Street - North Street Details: Section 38
Parish: Boston Site or phase: Land off Alcorn Green Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 4A and 6A - Mussleburgh Way or Worcester Gardens or Chester Close Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 8 - Phase 1 Len Pick Way Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 8 - Phase 2 - Butterfield Gardens Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 3 - Community Centre Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 9 - Worcester Gardens Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 5 - Phase 7 Details: Section 38
Parish: Bourne Site or phase: Elsea Park Zone 5 - Phase 6 Details: Section 38
Parish: Branston Site or phase: Station Road Phase 2 Details: Section 38
Parish: Caistor Site or phase: Hospital Site, North Kelsey Road Phase 1 Details: Section 38
Parish: Coningsby Site or phase: Kings Manor Phase 4B Details: Section 38
Parish: Corby Glen Site or phase: Bourne Road and Swinstead Road Details: Section 38
Parish: Crowland Site or phase: Harvester Way Phase 2 - south side Details: Section 38
Parish: Deeping St James Site or phase: Linchfield Road, Phase 2 Details: Section 38
Parish: Deeping St Nicholas Site or phase: Caultons Road Phase 2 - Littleworth Park Details: Section 38
Parish: Digby Site or phase: Station Road Details: Section 38
Parish: Dunholme Site or phase: The Meadows, Lincoln Road Phase 3 Details: Section 38
Parish: Dunholme Site or phase: The Meadows, Lincoln Road Phase 2C Details: Section 38
Parish: Gainsborough Site or phase: Middlefield Lane Phase 1 Details: Section 38
Parish: Gainsborough Site or phase: Middlefield Lane Phase 2 Details: Section 38
Parish: Grantham Site or phase: Dysart Road Details: Section 38
Parish: Heckington Site or phase: Kyme Road - Welchman Way Details: Section 38
Parish: Holbeach Site or phase: The Paddocks, Fen Road Phase 1B Area 2 Partridge Road Details: Section 38
Parish: Holbeach Site or phase: Holbeach Meadows Phase 2 Area 2 Details: Section 38
Parish: Holbeach Site or phase: Balmoral Way Phase 2 Details: Section 38
Parish: Holbeach Site or phase: Fen Road Phase 2 Details: Section 38
Parish: Holbeach Site or phase: Holbeach Meadows Phase 2 Area 1 Details: Section 38
Parish: Horncastle Site or phase: Winceby Gardens Phase 1 Details: Section 38
Parish: Kirton Site or phase: London Road Phase 1 Details: Section 38
Parish: Langtoft Site or phase: Stowe Road (number 42) Details: Section 38
Parish: Lincoln Site or phase: 304 Brant Road or Palm Road Phase 1 Details: Section 38
Parish: Lincoln Site or phase: Roman Gate Phase 3 Details: Section 38
Parish: Lincoln Site or phase: Rookery Lane Details: Section 38
Parish: Louth Site or phase: Legbourne Road (Kenwick Gardens) Details: Section 38
Parish: Louth Site or phase: Legbourne Road Phase 3 Details: Section 38
Parish: Louth Site or phase: Brackenborough Road Phase 1 Details: Section 38
Parish: Louth Site or phase: Land off Julian Bower Phase 2 Details: Section 38
Parish: Louth Site or phase: Tennyson Fields - Phase 2 Details: Section 38
Parish: Louth Site or phase: Grimsby Road, Phase 2 (Westfield Park) Details: Section 38
Parish: Louth Site or phase: Grimsby Road, Phase 3 (Westfield Park) Details: Section 38
Parish: Mareham Le Fen Site or phase: Main Street Details: Section 38
Parish: Market Rasen Site or phase: Caistor Road Phase 2B Details: Section 38
Parish: Market Rasen Site or phase: Linwood Road Details: Section 38
Parish: Morton Site or phase: Off Bourne Road (Hill View Gardens) Phase 2 Details: Section 38
Parish: North Hykeham Site or phase: Teal Park Access Road 2 (Phase 2) Details: Section 38
Parish: Pinchbeck Site or phase: Former Red Mile Nursery, Wardentree Lane Details: Section 38
Parish: Pinchbeck Site or phase: Pinchbeck Nursery Phase 2 - Keston Road Details: Section 38
Parish: Skegness Site or phase: The Meadows Phase 5 (Saxon Fields) Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Keepmoat Phase 1 Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Keepmoat Phase 2 Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Keepmoat Phase 3 Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Keepmoat Phase 4 Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Keepmoat Phase 5 Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Details: Section 38
Parish: Sleaford Site or phase: Handley Chase Spine Road Phase 5 Details: Section 38
Parish: Sleaford Site or phase: Town Road, Quarrington Phase 1A Details: Section 38
Parish: Sleaford Site or phase: Town Road, Quarrington Phase 1B Details: Section 38
Parish: Sleaford Site or phase: Town Road, Quarrington Phase 1C Details: Section 38
Parish: Stamford Site or phase: Uffington Road Details: Section 38
Parish: Stamford Site or phase: Exeterfields Phase 2 to 8 inclusive Details: Section 38
Parish: Stickney Site or phase: Main Road (North) Details: Section 38
Parish: Surfleet Site or phase: Land off Sunnydale Close Details: Section 38
Parish: Tetney Site or phase: Off Station Road - Phase 2 Details: Section 38
Parish: Waddington Site or phase: Grantham Road Phase 1 - Fleetwood Road Details: Section 38
Parish: Waddington Site or phase: Grantham Road Phase 2 - Fleetwood Road Details: Section 38
Parish: Welton Site or phase: Prebend Lane, Welton Phase 3 Details: Section 38
Parish: Welton Site or phase: Hawks Road Details: Section 38
Parish: Weston Site or phase: High Road - West of Pinfold Lane Details: Section 38
Parish: Woodhall Spa Site or phase: Land to the east of Tattershall Road Details: Section 38
Parish: Wragby Site or phase: Horncastle Road Phase 1 Details: Section 38
Parish: Wragby Site or phase: Horncastle Road Phase 2 Details: Section 38
Parish: Wyberton Site or phase: Slippery Gowt Lane (The Farmstead) Details: Section 38
Parish: Wyberton Site or phase: The Quadrant Phase R5a Church Land Details: Section 38