Infrastructure funding statement 2023 to 2024

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.

The following is a summary of what we have achieved in the 2023 to 2024 financial year:

  • £1,356,191.07 - received from CIL to pay towards the cost of the Lincoln Eastern Bypass
  • £7,055,636.03 - S106 monies received in total during the year
  • £5,655,519.98 - received to support the expansion of educational facilities
  • £2,852,646.74 - spent in the year towards education facilities
  • £258,416.49 - spent in the year on pedestrian and cycle improvements
  • £3,119.80 - spent in the year on a radar speed sign

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

This statement summarises details of certain types of financial and other contributions we have secured or spent for the 2023 to 2024 financial year. This fulfils 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 2024
  3. section 106 Report. Relevant summary details of ’section 106 agreements’ to March 2024

This is the fifth 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 2023 to 31 March 2024.

Statement on future Community Infrastructure Levy

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

We work across a ’two-tier’ Lincolnshire, with the seven district councils making up the other tier. Although we work very closely with each district, it is those councils which are the CIL charging authorities and so responsible for if and how to set CIL. Creating a local plan and setting CIL are often closely aligned, so the explanations below are made in that context for each area of Lincolnshire.

The following councils do not have CIL:

  • Boston Borough Council
  • East Lindsey District Council
  • South Holland District Council
  • South Kesteven District Council

We will continue to engage with these four councils on their local plans, including policies for section 106 and potential CIL. 

In 2018, CIL was set up locally by:

  • City of Lincoln Council
  • North Kesteven District Council
  • West Lindsey District Council

We and those three districts had already formed the Central Lincolnshire Joint Strategic Planning Committee to create a joint local plan. Where CIL has been passed to us by the districts, it has repaid part of the cost of the Lincoln Eastern Bypass. The bypass was in large part forward funded by us. The bypass has been a longstanding principle of the four authorities' joint documents around the local plan and CIL. This included a signed memorandum of understanding between the authorities that agrees its importance in developer contributions funding. The bypass was also a key part of the Lincolnshire local transport plan and Lincoln transport strategy. We intend that this same purpose continues for future CIL from this part of Lincolnshire, working with the three district councils and the joint strategic planning committee.

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.

We received £1,356,191.07 from CIL for 2023 to 2024 (matter 1(b) in Schedule 2 to the Regulations).

As written in the statement on future CIL, 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 spending in the year (matter 1(e) and matter 1(g)(i)).

There was no CIL, whenever collected, which was 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 £50,355.38 (matter 1(g)(ii)).

We are 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 us. In short, we did not collect any CIL for the relevant year and are 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
3(a) During the year to 31 March 2024, we entered into planning obligations which, if and when triggered, would total £7,992,447
3(b) We received £7,055,636.03 in total during the year from planning obligations
3(c) At 1 April 2024, we had not allocated £10,337,049.98 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
3(d) For the year to March 2024, one obligation was entered into that related to non-monetary contributions: 
  • for Sleaford West Sustainable Urban Extension
  • primary school land of no less than 1.8 hectares
  • secondary school land of no less than 5.5 hectares
3(e) For the year, we allocated but did not spend £3,307,341.39
3(f) For money allocated but not spent, summary details are provided in table one on the next page
3(g) During the year, we spent £3,818,044.34 in respect of all planning obligations
3(h)(i) Summary details of money spent by us during the year are shown in table two in the following pages
3(h)(ii) We spent £637,324.99 under section 106 to repay borrowing. This was from St Augustine Road, Greetwell Fields Lincoln (North East Quadrant) for Lincoln Eastern Bypass
3(h)(iii) No money was used for monitoring
3(i) At 1 April 2024, we retained £10,010,131.23 in total from all contributions, for all years. No money was retained for maintenance
4(a) The summary information provided in table three is for Section 278 agreements under the Highways Act which could amount to £5,369,148.36 for 2023 to 2024
4(b) The summary information provided in table four is for other agreements under the Highways Act, specifically Section 38 agreements, which could amount to £34,909,932 for 2023 to 2024

 

Table one: Summary details of planning obligations money allocated but not spent during 2023 to 2024 (matter 3(g))

Site Details Amount
Land adjacent to 355 High Road, Whaplode University Academy Holbeach £76,310.76
Land off Church Lane, Sturton Road, Saxilby £253,033 for Saxilby Primary £253,032.91
Land at Station Road, Sutterton £91,007 for Kirton Middlecott School + £124,801 for Sutterton Fourfields School £215,808.00
Land at Willoughby Road (Bridgeways), Alford Alford John Spendluffe - expansion £90,500.00
Land north of Tothby Lane, Alford Alford John Spendluffe - expansion £20,266.12
Land at Crease Drove, Crowland Deepings Academy Sporting Facilities £342,810.00
Penny Hill, Holbeach £60K towards 1 additional classroom at Holbeach William Stukeley School £60,580.00
Land adj. to 50 Cowbit Road, Spalding Spalding Academy expansion £108,819.00
Land at Northons Lane, Holbeach  £93,000 for a 0.5FE extension of Holbeach Primary School plus £129.5K for 1 new Maths classroom at University Academy Holbeach £222,500.00
Towndam Lane, Donington  Donington Thomas Cowley £75,754.78
Land off Crease Drove, Crowland Deepings Academy Sporting Facilities £16,821.38
Land west of Linchfield Road, Deeping St James  Deepings Academy Sporting Facilities £202,460.83
Land at Bourne Road, Morton  Bourne Academy £52,126.66
Land east of Hackthorn Road, Welton  Welton William Farr - 24/25 expansion £292,055.84
Land off Cliff Road and Heath Lane, Welton  Welton William Farr - 24/25 expansion £229,093.03
Mere Road, Branston Upgrade junction to MOVA (Microprocessor Optimised Vehicle Actuation) at Sleaford Road/Silver Street signalised junction and the introduction of a Traffic Regulation Order to reduce the existing speed limit on Sleaford Road, Branston £47,403.05
Deacon Road, Lincoln Highway improvement scheme at Greetwell Road/Allenby Road, Lincoln £61,952.90
Land at Lincoln Road or Honeyholes Dunholme Bus stop works in Dunholme £8,000.00
High Street, Brant Broughton, Land adjacent to Fire Station Project to move roads signs in High Street, Brant Broughton £3,687.27
Cell 17 Witham St Hughs - Highways Improvements to Bus Services in Witham St Hughs £14,082.67
Land at Baston  -Outgang Road Highways works – haunching and road widening improvement works to Cross Road, Baston £101,048.63
Boston West Golf Course Provision of a Call Connect Service to serve the development at Boston West Golf Course £11,605.03
Main St, Mareham Le Fen, Boston Traffic Regulation Order to extend area of current 30mph at Main St, Mareham Le Fen, Boston £5,106.18
Town Road, Quarrington Provision of bus services to the site at Town Road, Quarrington £184,354.69
Land at Poplar Farm Holdingham Improvements to Holdingham Roundabout, near Sleaford £445,140.35
Greetwell Road cycle and footpath Provision and, or improvements of cycle and pedestrian links at Greetwell Road, Lincoln £127,057.49
Godsey Lane, Market Deeping Provision, maintenance and, or expansion of Fire and Rescue Services within the Deepings area £38,963.82

 

Table two: Summary details of planning obligations money spent by LCC during 2023 to 2024 (matter 3(h) to (i))

Site Details Amount
Whitebridges, Boston Boston Haven High Academy - school expansion project in 2021 £55,963.19
Land at Westbrook Road, Lincoln Lincoln Sir Francis Hill Primary - expansion of primary school in 2016 £30,000.00
Land North West of High Road, Weston Spalding Academy - expansion of secondary school for September 2023 intake £412,280.00
Land to the north of Witham Road, Wygate Park, Spalding Spalding Wygate - expansion of primary school in 2019 to 2020 £61,644.30
Land north of Towngate East and south of Northfield Road, Market Deeping Market Deeping Community Primary School - 0.5FE expansion in 2018 to 2019 £143,200.00
Land between Empingham Road and Tinwell, Stamford Stamford Welland - expansion of secondary school in 2022 to 2023 £330,532.96
Poplar Farm Grantham Poplar Farm School - construction of new primary school (opened in September 2018) £341,480.73
Land east of Sheepwash Lane and south of Barrowby Road, Barrowby, Grantham Grantham Poplar Farm School - construction of new primary school (opened in September 2018) £995,744.68
Roman Gate, Nettleham Road, Lincoln Lincoln Carlton Academy - expansion of school to 2FE for September 2016 £45,615.35
Land off Church Lane, Sturton Road, Saxilby Lincoln Castle Academy - expansion of secondary school in 2018 £125,000.00
Land at Manor Farm, Bardney Bardney Primary School - expansion of school in 2017 to 2018 £99,232.00
Land South of Belt Road, Gainsborough (also known as Somerby Croft) Gainsborough Castle Wood Academy - expansion of school in year 2019 to 2020 £211,953.53
Long Leys Road, Lincoln Radar Speed Sign, Long Leys Road, Lincoln £3,119.80
Brayford Wharf East, Wigford House, Lincoln Environmental and highway improvements at Brayford Wharf, Lincoln £66,536.32
Whitebridges, Boston New pedestrian crossing on B1397 London Road in Boston £51,872.00
Brick Pit, Station Road, Waddington Footway and kerbing reconstruction works, linking the new Beal Development (Brick Pit, Station Road, Waddington) to Brant Road and Somerville Close £206,544.49
St Augustine Road, Greetwell Fields Lincoln (North East Quadrant) Contribution used to recover part of the cost of Lincoln Eastern Bypass £637,324.99

Table three: Summary details of S278 Highways Agreements entered into in 2023 to 2024 (matter 4(a))

Parish Location Details
Ancaster Wilsford Lane Footway, layby and bus stop
Boston Willoughby Road Vehicle access and footway
Butterwick Watery Lane Footway and tactile crossing
Colsterworth Bourne Road New footway
Corby Glen Bourne Road Footway, vehicle crossing and associated drainage
Crowland James Road Footway
Crowland Peterborough Road Tactile crossing, footway and vehicle access
Fiskerton Chapel Lane and Blacksmith Lane Tactile crossings
Frampton Middlegate Road Footway and road widening
Gainsborough Sweyn Lane Footway cycleway
Grantham Barrowby Road North Ghost island right-turn lane
Grantham St Peters Hill Tactile crossing
Grimoldby Middlesykes Lane Passing place
Hogsthorpe Skegness Road Frontage footway
Horncastle Mareham Road Footway and road widening
Kirkby La Thorpe Ewerby Road Tactile crossing and access
Kirton End Kirton Holme Road Footway
Lincoln Albion Crescent Footway
Lincoln Skellingthorpe Road Junction improvements (Western Growth Corridor)
Lincoln Woodstock Street Footway and vehicle access
Louth Birch Road Tactile crossings
North Hykeham Grinter Close Vehicle access and footway
Old Leake Fellands Gate Passing places and road widening
Stamford Uffington Road Ghost island right-turn lane and cycleway
Stixwould Edlington Moor Two passing places
Sudbrook Rookery Lane Two no passing places
Tetney Holton Road Footway
Witham St Hughs Camp Road Roundabout
Wood Enderby Horncastle Road Access, road widening, passing places

 

Table four: Summary details of other Highways Agreements for 2023 to 2024 (matter 4(b))

Parish Site or phase Details
Ancaster Wilsford Lane Section 38
Barrowby Low Road Section 38
Boston Heron Way Phase 3B Section 38
Boston Toot Lane Phase 2 Area 1 Section 38
Boston Toot Lane Phase 2 Area 2 Section 38
Boston Wyberton Low Road (Heron Way Phase 3a) Section 38
Bourne Elsea Park Zone 7 Phase 1 Section 38
Bourne Elsea Park Zone 7 Phase 2 Section 38
Bourne Elsea Park Zone 7 Phase 4 Section 38
Bourne Elsea Park Zone 8 Phase 3 Section 38
Claypole Doddington Lane Section 38
Colsterworth Bourne Road Section 38
Corby Glen Swinstead Road Section 38
Corringham East Lane Section 38
Crowland Low Road Section 38
Dunholme The Meadows, Lincoln Road Phase 4 Section 38
Fleet Fleet Road - Phase 1 Section 38
Gainsborough The Avenue Phase 1 Section 38
Gainsborough The Avenue Phase 2 Section 38
Gainsborough Warren Wood, Foxby Lane - Danum Phase 1 Section 38
Gainsborough Warren Wood, Foxby Lane - Phase 2 Section 38
Gainsborough Warren Wood, Foxby Lane - Phase 3 Section 38
Glentham Caenby Road Section 38
Gosberton Boston Road (High Street) Section 38
Grainthorpe Poors End Section 38
Grantham Dysart Road Phase 2 Section 38
Holbeach Holbeach Meadows Phase 1 Area 2 Section 38
Holbeach Northons Lane Phase 1 Section 38
Horncastle Mareham Road - Phase 1 Section 38
Horncastle Winceby Gardens Phase 2 Section 38
Kirton London Road Section 38
Kirton London Road Phase 2 Section 38
Lincoln Ironstone Close - Link Footway Section 38
Lincoln Roman Gate Phase 1B Section 38
Lincoln Skellingthorpe Road (WGC, Phase 1a, Stage 1) Section 38
Long Sutton Seagate Road- Phase 1A (opp Colsuan Gardens) Section 38
Long Sutton Seagate Road Phase 1B Section 38
Louth Brackenborough Road Ph5 Section 38
Louth Grimsby Road, Phase 4 (Westfield Park) Section 38
Louth Grimsby Road, Phase 5 (Westfield Park) Section 38
Louth Grimsby Road, Phase 6 (Westfield Park) Section 38
Louth Legbourne Road Section 38
Market Rasen Caistor Road Phase 2C Section 38
Marton Stow Park Road Phase 1 Section 38
Marton Stow Park Road Phase 2 Section 38
Marton Stow Park Road Phase 3 Section 38
Marton Stow Park Road Phase 4 Section 38
Metheringham Homestead Fields (Dunston Road) Phase 1 Section 38
Middle Rasen Church Street (Heath Court) Section 38
Nettleham Wolsey Way Minster Fields Ph 4b Section 38
Nettleton Land off Moortown Road Section 38
Sleaford Handley Chase Spine Road Ph6 Section 38
Sleaford Sleaford Moor Enterprise Park Section 38
Sleaford Sleaford Moor Enterprise Park Phase 2 Section 38
Surfleet Land West Of Coalbeach Lane Section 38
Tetney Fairlawns, Station Road Section 38
Weston High Road Section 38
Whaplode Adjacent 70 Cobgate Section 38
Witham St Hughs Sheeps Walk Farm Parcel 2B Section 38
Woodhall Spa Bachelors Farm, off Horncastle Road Section 38
Woodhall Spa Tower Drive Phase 3 Section 38
Wyberton The Quadrant Phase 6 Ph1 Section 38