Council
Please Contact: Emma Denny
Please email: emma.denny@north-norfolk.gov.uk
Please Direct Dial on: 01263 516010
13 February 2015
A meeting of the North Norfolk District Council will be held in the Council Chamber at the
Council Offices, Holt Road, Cromer on Wednesday 25 February 2015 at 6.00 p.m.
Sheila Oxtoby
Chief Executive
To: All Members of the Council
Members of the Management Team, appropriate Officers, Press and Public.
If you have any special requirements in order
to attend this meeting, please let us know in advance
If you would like any document in large print, audio, Braille, alternative format or in a
different language please contact us
Chief Executive: Sheila Oxtoby
Corporate Directors: Nick Baker and Steve Blatch
Tel 01263 513811 Fax 01263 515042 Minicom 01263 516005
Email districtcouncil@north-norfolk.gov.uk Web site northnorfolk.org
AGENDA
1.
PRAYER
Led by Major Alex Bishop, Sheringham Corps, Salvation Army.
2.
CHAIRMAN’S COMMUNICATIONS
To receive the Chairman’s communications, if any.
3.
TO RECEIVE DECLARATIONS OF INTERESTS FROM MEMBERS
Members are asked at this stage to declare any interests that they may have in any
of the following items on the agenda. The Code of Conduct for Members requires
that declarations include the nature of the interest and whether it is a disclosable
pecuniary interest.
4.
APOLOGIES FOR ABSENCE
To receive apologies for absence, if any.
5.
MINUTES
(attached – page 1)
To confirm the minutes of the meeting of the Council held on 17 December 2014.
7.
ITEMS OF URGENT BUSINESS
To determine any other items of business which the Chairman decides should be
considered as a matter of urgency pursuant to Section 100B (4)(b) of the Local
Government Act 1972.
8.
PUBLIC QUESTIONS
To consider any questions received from members of the public.
9.
APPOINTMENTS
a) To appoint Mr T FitzPatrick to Rural Development Programme England LAG
Boards (Wensum and Broads)
b) To appoint Mr T FitzPatrick to the Rural Services Network Special Interest Group
c) To appoint Mr T FitzPatrick as Local Authority Armed Forces Community
Covenant Champion
To consider any further appointments, if any.
10.
RECOMMENDATIONS FROM CABINET 06 JANUARY 2015
MINUTE NO.99: TOURIST INFORMATION CENTRE AND STATION APPROACH
PUBLIC CONVENIENCES SHERINGHAM – PROPOSAL FROM NORTH
NORFOLK RAILWAY
RESOLVED to recommend to Council:
As part of the budget setting process:
a) provision of a capital budget, to allow the transfer of services to progress, to be
funded by capital resources
b) an additional one off revenue budget of £6,150 to cover provision of temporary
public convenience facilities and signage, to be funded from the Invest to Save
Reserve
That any additional costs relating to staffing are also met from the Invest to Save
Reserve
11.
RECOMMENDATIONS FROM CABINET 02 FEBRUARY 2015
AGENDA ITEM 12: TREASURY MANAGEMENT STRATEGY STATEMENT
2015/16
RESOLVED
To recommend that the Treasury Management Strategy Statement 2015/16 is
approved.
RECOMMENDATIONS FROM THE OVERVIEW AND SCRUTINY COMMITTEE
The Overview and Scrutiny Committee endorsed the recommendation at their
meeting held on 11th February 2015.
12.
(attached – p.8)
BUDGET AND COUNCIL TAX SETTING 2015/2016
(Appendix A – p.27) (Appendix B – p.28) (Appendix C – p.32)
(Agenda note: As required by the Local Authorities (Standing Orders) (England)
(Amendment) Regulations 2014/165, a recorded vote will be taken in three parts:
recommendations 1 -7, recommendation 8 and then recommendations 9 and 10.
Cabinet resolved to recommend approval of the Budget for 2015/16 at their meeting
on 02 February 2015. The recommendations were endorsed by Overview and
Scrutiny at their meeting on 11th February 2015. These recommendations are now
incorporated within the recommendations below.
Summary:
Options considered:
Conclusions:
This report presents for approval the budget for 2015/16
and to make statutory calculations in accordance with the
Local Government Finance Act 1992 to set the Council
Tax for 2015/16. The report also includes the Chief
Financial Officer’s report on the robustness of the
estimates and adequacy of reserves.
It is a statutory requirement to set the budget each year,
whilst there are options around the content of the budget
presented for approval, the budget now recommended
reflects the recommendations made by Cabinet at its
meeting on 2 February 2015.
It is the opinion of the Council’s Chief Financial Officer
that the budget for 2015/16 has been set within a robust
framework and the impact of this resolution will maintain
an adequate level of financial reserves held by the
Council.
Recommendations: That having considered the Chief Financial Officer’s
report on the robustness of the estimates and the
adequacy of the proposed financial reserves, the
following be approved:
1)
2)
The 2015/16 revenue budget as outlined at
Appendix A within this report;
The surplus of £462,329 be allocated to the
general reserve (£260,000) and restructuring
3)
4)
5)
6)
7)
8)
9)
10)
Reasons for
Recommendations:
Cabinet Member(s)
Ward(s) affected
Contact Officer,
telephone number,
and e-mail:
13.
and invest to save reserve (£202,329);
The statement of and movement on the
reserves as detailed at Appendix C within this
report;
The updated Capital Programme and financing
for 2014/15 to 2017/18 (as detailed at Appendix
F within the February 2015 Cabinet Agenda)
with the addition of £178,500 to allow the
transfer of the Sheringham facilities to the
North Norfolk Railway;
The new capital bids (as detailed at Appendix
G within the February 2015 Cabinet Agenda);
The prudential indicators for 2015/16 (as
detailed at Appendix H within the February
2015 Cabinet Agenda);
That members note the current financial
projections for the period 2016/17 to 2018/19;
The Policy Framework for the Earmarked
Reserves and the Optimum Level of the
General Reserve 2015/16 to 2018/19 (Appendix
B within this report);
That members undertake the Council Tax and
statutory calculations set out at section 4, and
set the Council Tax for 2015/16;
The demand on the Collection Fund for
2015/16, subject to any amendments as a
result of final precepts still to be received be:
a. £5,307,073 for District purposes
b. £1,760,520 (subject to confirmation of the
final precepts) for Parish/Town Precepts;
To approve the 2015/16 budget for revenue and capital
and to make the statutory calculations in respect of the
2015/16 Council Tax.
All
All
Karen Sly
01263 516243
karen.sly@north-norfolk.gov.uk
PAY REPORT COVERING THE PAY POLICY STATEMENT 2015/16 AND THE
LIVING WAGE RECOMMENDATIONS FROM THE JOINT STAFF CONSULTATIVE
COMMITTEE
(attached – p.34)
(Pay Policy Statement– p.37)
Summary:
a) Pay Policy Statement: Section 38 of the Localism Act
2011 (“the Act”) requires the Council to produce an annual
pay policy statement (“the statement”) for the start of each
financial year. The attached statement is drawn up in
compliance with the Act to cover the period 2015/16. It is a
legal requirement that Full Council formally signs off this
statement and the responsibility cannot be devolved to any
other person or committee.
b) Living Wage Recommendations: The Joint Staff
Consultative Committee (JSCC) put forward a number of
recommendations regarding payment of the Living Wage as
a supplement to relevant posts and the removal of grade 13
(lowest paid grade for staff).
Conclusions:
The attached statement sets out current remuneration
arrangements for officers and outlines the recommendations
put forward by JSCC in respect of the Living Wage.
Recommendations: 1) To adopt the attached Pay Policy Statement and to
publish the statement for 2015/16 on the Council’s
website.
2) To consider the recommendations from the Joint
Staff Consultative Committee:2.1) To pay the current Living Wage rate as a
supplement to affected posts from 1st January 2015
(not including Apprentices) and to review this payment
on an annual basis
2.2) To remove Grade 13 from the Council's pay scales
for staff
Cabinet Member(s)
Ward(s) affected
Contact Officer,
telephone number,
and e-mail:
14.
Tom FitzPatrick
All
Julie Cooke
01263 516040
julie.cooke@north-norfolk.gov.uk
TO RECEIVE THE APPROVED MINUTES OF THE UNDERMENTIONED
COMMITTEES
Members are requested to note that the minutes of the undermentioned committees
have been approved. Copies of all the minutes are available on the Council’s website
or from Democratic Services.
a)
b)
c)
d)
e)
f)
g)
h)
i)
15.
Audit Committee – 16 September 2014
Cabinet – 8 December 2014
Cabinet – 06 January 2015
Development Committee – 27 November 2014
Development Committee – 18 December 2014
Licensing & Appeals Committee – 10 November 2014
Overview and Scrutiny Committee – 12 November 2014
Overview and Scrutiny Committee – 10 December 2014
Overview and Scrutiny Committee – 14 January 2015
REPORTS FROM THE CABINET OR MEMBERS OF THE CABINET
To receive reports from the Cabinet or Members of the Cabinet.
16.
QUESTIONS RECEIVED FROM MEMBERS
To receive questions from Members.
17.
OPPOSITION BUSINESS
To receive any opposition business.
18.
NOTICE(S) OF MOTION
None received
19.
EXCLUSION OF PRESS AND PUBLIC
To pass the following resolution – if necessary:
“That under Section 100A(4) of the Local Government Act 1972 the press and public
be excluded from the meeting for the following item(s) of business on the grounds
that they involve the likely disclosure of exempt information as defined in
paragraph(s) _ of Part 1 of Schedule 12A (as amended) to the Act.”
20.
PRIVATE BUSINESS
Circulation:
All Members of the Council.
Members of the Management Team and other appropriate Officers.
Press and Public
COUNCIL
Minutes of a meeting of North Norfolk District Council held on 17 December 2014 at the
Council Offices, Holt Road, Cromer at 6.00 pm.
Members Present:
Officers in
Attendance:
89.
Mrs S Arnold
Mr M Baker
Mrs L Brettle
Mr Cabbell Manners
Mrs H Cox
Mr N Dixon
Mrs A M Fitch-Tillett
Mr T FitzPatrick
Ms V R Gay
Mrs A Green
Mr B Hannah
Mr P W High
Mr T Ivory
Mr J Lee
Mr N Lloyd
Mrs B McGoun
Mr W J Northam
Mr R Oliver
Miss B Palmer
Mr J Perry-Warnes
Mr R Price
Mr E Seward
Mr R Shepherd
Mr R Smith
Mr R Stevens
Mrs A Sweeney
Mr P Terrington
Mrs L Walker
Mr G Williams
Mr P Williams
Mr J Wyatt
Mr A Yiasimi
Mr D Young
The Chief Executive, The Corporate Directors, the Monitoring Officer, the
Head of Finance, and the Democratic Services Team Leader
PRAYERS
The Chairman invited Reverend A King of the Methodist Church, Fakenham to lead prayers.
90.
PRESENTATION
The Chairman said that he was very pleased to be able to present Eastlaw with two further
awards – the Halsbury award for in-house legal team of the year, 2014 and the Lawyers in
Local Government award for information management. The Chairman led all members in
congratulating the team for their continued success and hard work.
91.
CHAIRMAN’S COMMUNICATIONS
The Chairman began by congratulating Councillor Hilary Cox on her recent appointment as
Chairman of the women’s section of the Norfolk British Legion.
He then went onto draw member’s attention to the recent peer review. He said that it was
proposed that the peer review team would return soon to provide members with feedback on
the review. Two dates were proposed – December or late January. It was agreed that January
would be preferable.
The Chairman advised members that with the elections taking place in 2015, members would
be provided with information and advice on the process and timetable early in the New Year.
The Chairman then informed members that there was a new political grouping. Councillors M
Baker and R Wright now formed the UK Independence Group. Details had been updated on
the website.
1
The Chairman concluded by inviting members to join him for a drink after the meeting to
celebrate Christmas.
92.
TO RECEIVE DECLARATIONS OF INTEREST FROM MEMBERS
The following members declared a disclosable pecuniary interest in the Motion (discussed at
Minute 106) as elected members of Norfolk County Council:
Mr M Baker, Mrs H Cox, Mr N Dixon, Mr B Hannah, Mr T FitzPatrick and Mr E Seward.
93.
APOLOGIES FOR ABSENCE
Apologies for absence were received from Mrs A Claussen-Reynolds, Mrs H Eales, Mrs P
Grove-Jones, Mr G Jones, Mrs A Moore, Mr P Moore, Mr J Punchard, Mr R Reynolds, Mr N
Smith, Mrs V Uprichard, Mr S Ward and Mr R Wright
94.
MINUTES
Mr E Seward requested that paragraph 5 of Minute 87 be changed to state: ‘ under the Local
Government Act 2000 little could be done’ The minutes of the meeting of Council held on 19
November 2014 were then approved as a correct record, subject to the above amendment.
95.
ITEMS OF URGENT BUSINESS
None
96.
PUBLIC QUESTIONS
None
97.
APPOINTMENTS
RESOLVED
a) To appoint Mr R Wright to replace Mr P Terrington on the Overview and Scrutiny
Committee.
b) To appoint Mrs A Fitch-Tillett, Mr J Lee and Mr R Oliver to the Housing Panel.
c) To appoint Mr G Williams as a substitute on the Housing Panel.
98.
RECOMMENDATIONS FROM CABINET 08 DECEMBER 2014
a)
AGENDA ITEM 10: FEES AND CHARGES 2015/16
Mr W Northam, Portfolio Holder for Finance, introduced this item. He said that the report
provided the detail of proposed charges for the forward financial year from 1 April 2015 and
was part of the budget preparations for 2015/16. He was pleased to inform members that no
changes had been made to car parking charges, beach huts and chalets and that it was
proposed that market fees should remain at the current level to help stimulate growth. Where
applicable, the proposed increase to fees and charges was generally around 2.5% for
2015/16.The exceptions to this were for those fees and charges which were set by central
government – such as planning and premises licence fees.
Mr Northam concluded by thanking the officers for all their hard work and support.
2
RESOLVED
To agree the fees and charges from 1 April 2015 as included at Appendix A.
b) AGENDA ITEM 11: REVIEW OF HOUSING DELIVERY INCENTIVE SCHEME
The Portfolio Holder for Planning, Mr B Cabbell Manners, presented this item. He explained
that the Housing Delivery Incentive Scheme had been introduced in September 2013 and had
brought forward around 60 separate development schemes proposing 600 dwellings. As the
scheme had only been available for a period of 12 months it was regarded as too early to
judge its success in terms of actual dwelling completions and it was therefore proposed that it
was extended for a further 12 months to December 2015.
RESOLVED:
To extend the North Norfolk Housing Incentive Scheme until 31st December 2015
99.
DETERMINATION OF COUNCIL TAX DISCOUNTS AND CHARGES FOR 2015/16
Mr W Northam, Portfolio Holder for Finance introduced this item. He asked the Head of
Finance to outline the recommendations to members. She explained that there were no
proposed changes from the current financial year.
RESOLVED
That under section 11A of the Local Government Finance Act 1992, and in accordance
with the provisions of the Local Government Finance Act 2012 and other enabling
powers that:
the council tax discount for dwellings defined as being within Class ‘A’ remains at 50%
for the year 2015/16;
the council tax discount for dwellings defined as being within Class ‘B’ remains at 5%
for the year 2015/16;
those dwellings that are specifically identified under regulation 6 of the Council Tax
(Prescribed Classes of Dwellings)(England) Regulations 2003, which will retain the
50% discount;
those dwellings described or geographically defined at Appendix A which in the
reasonable opinion of the Head of Finance are judged not to be structurally capable of
occupation all year round and were built before the restrictions of seasonal usage were
introduced by the Town and Country Planning Act 1947, will retain the 50% discount;
the council tax discount for dwellings defined as being within Class ‘C’ to remain at
100% for three months for the year 2015/16;
the council tax discount for dwellings defined as being within Class ‘D’ to remain at
50% for twelve months for the year 2015/16.
That under section 11B(2) of the Local Government Finance Act 1992, and in
accordance with the provisions of the Local Government Finance Act 2012 and other
enabling powers:
A premium is charged for properties which have been empty and substantially
unfurnished for two years or more of 50% of the council tax payable in relation to that
dwelling.
3
In accordance with the relevant legislation these determinations shall be published in
at least one newspaper circulating in North Norfolk before the end of the period of 21
days beginning with the date of the determinations.
100.
DETERMINATION OF THE COUNCIL TAX BASE FOR 2015/16 AND THE TREATMENT OF
SPECIAL EXPENSES
Mr W Northam, Portfolio Holder for Finance introduced this item. He asked the Head of
Finance to outline the recommendations to members. She explained that the purpose of the
report was to determine the Council’s 2015/16 tax base for each parish in accordance with the
legal requirements. The determination of the tax base for a financial year has to be undertaken
in accordance with legislative requirements between 1 December and 31 January of the
preceding financial year.
RESOLVED:
a) That the calculations set out in this report used to produce the Council’s tax base be
approved, and the tax base for 2015/16 be determined as 37,274;
b) That the tax base for each parish area for the financial year 2015/16 be as set out at
paragraph 2.1.
101.
DRAFT PROGRAMME OF MEETINGS 2015/16
The Portfolio Holder for Democratic Services, Mr B Cabbell Manners, introduced this item. He
said that some minor changes had been made to ensure that the programme reflected the
cycle of the business of the Council as closely as possible.
RESOLVED
To adopt the Programme of Meetings for 2015/16
102.
TO RECEIVE THE APPROVED MINUTES OF THE UNDERMENTIONED COMMITTEES
The minutes of the meetings below were noted as a correct record.
a)
b)
103.
Development Committee – 30 October 2014
Overview and Scrutiny Committee – 15 October 2014
REPORTS FROM THE CABINET OR MEMBERS OF THE CABINET
The Chairman invited members of the Cabinet to speak.
The Leader updated members on the following:
a) On 5th December 2014, the Leader, the Chief Executive, the Portfolio Holder for the Coast
and the Coastal Management Team Leader had met with the Environment Secretary to
highlight the ongoing work to repair the damage caused by the tidal surge in 2013.
b) Following the Scottish referendum the LGA was leading a drive for more devolution to local
authorities. Together with council Leaders from across the country, he had signed an open
letter to the Observer demanding more powers for local authorities.
c) The recent corporate peer review had been positive – particularly about the agenda going
forward. He thanked members for their involvement and contribution. He said that one of
the main recommendations was that the Council needed to ‘shout more’ about its
successes. The peer team had been particularly impressed by the work of the
Enforcement Board and the scheme for loans to registered housing providers.
4
The Chairman thanked the Chief Executive and all the officers involved for their hard work on
the peer review.
104.
QUESTIONS FROM MEMBERS
None
105.
OPPOSITION BUSINESS
None
106.
NOTICE(S) OF MOTION
Before introducing the Motion, Mr R Oliver said that he wished to propose the following
amendment: that ‘Cromer’ should be replaced by ‘other towns’. Mr R Smith seconded the
amendment and it was agreed that the amended wording would be included in the substantive
motion.
The following Motion was put forward by Cllrs R Oliver, R Shepherd and R Smith:
‘NNDC recognises that parking can be an issue in Sheringham and other towns and
welcomes the fact that plans are being drawn up for consultation. NNDC also recognises the
need to consider these schemes closely and weigh up the benefits for residents, businesses
and visitors.
NNDC calls on the County Council to reconsider the current on-street car parking proposals in
Sheringham and other towns to carry out a full consultation to all houses in Sheringham and
adjacent parishes. NNDC also requests that the County Council engages fully with NNDC on
the consultation process and works with all stakeholders to ensure that the approach adopted
is consensual and evidence based.’
Mr R Oliver introduced the motion. He said that the situation had changed since the motion
was submitted but it was still clear that the current process for consultation could be improved.
He said that the issue was non-political and that the district councillors for Sheringham had
been asked by local residents to bring the item forward. Mr Oliver went onto say that there
was no doubt that parking was difficult in both Sheringham and Cromer during the tourist
season and he acknowledged that there was a need to improve the situation for residents and
visitors. The proposal covered both residents parking permits and pay and display machines.
Some residents were supportive of a permit scheme but no-one was in favour of a pay display
scheme for on-street parking as it would have a detrimental impact on the town and
neighbouring parishes. He therefore urged the County Council to reconsider their proposals,
stating that since submitting the motion, the consultation period had been moved until after
Christmas – which demonstrated that pressure could bring about change.
The Chairman invited Members to speak:
a) Mr B Hannah said that he felt it was wrong to bring this issue before the Council. He said
that he did not believe it was a non-political issue and that the documents were all in the
public domain. He referred to the Norfolk Parking Partnership Joint Committee which met
on a six monthly basis and said that Mr Oliver, as the Council’s appointed representative,
had not attended the meeting where this issue was discussed. Mr Hannah went onto say
that it was purely a consultation and no firm proposals existed. Whatever, the outcome of
the consultation, any scheme could be tailored to meet local conditions and needs. He
concluded by requesting members not to support the motion and suggested that the
Leader should apologise to the County Council for it being submitted.
b) Mr R Shepherd, in seconding the motion, said that it was not a political issue. The motion
had cross-party support as well as the backing of the town councils and the chambers of
5
c)
d)
e)
f)
g)
h)
i)
j)
k)
trade. He said that County Council officers attending a meeting at Sheringham had
informed those present that the proposals would be imposed on the towns regardless of
the outcome of the consultation. He concluded by saying that Sheringham Town Council
had initially only been given 3 days to respond to the proposals.
Mr M J M Baker said that elected members not officers ran the County Council and the
scheme could not be imposed on anyone. He felt that motorists already paid a heavy price
through road tax, fuel costs and car park charges. This proposal was just another tax and
it was unreasonable for the County Council to burden rural residents further.
Mr J Lee said that the proposals raised significant concerns. In Cromer there were several
on-street parking spaces in the town centre. If charging was introduced after the first 30
minutes then the spaces would be tied up and turnover would be reduced. He
acknowledged that there were some residential streets in Cromer where the residents
would like residents’ permits. He concluded by saying that the 54 spaces along the
Runton Road were currently used by people working in Cromer and the introduction of
charging would impact quite heavily on them.
Mrs H Cox said that she had asked for Cromer to be omitted from the original motion as
she believed there were differences between the two towns. There were some streets in
Cromer that wanted residents’ permits. A lot more information was needed before a
decision could be made. She said that it was a consultation and it had to start somewhere
and that she would support a thorough consultation on the matter as parking was a
contentious issue.
Mr E Seward said that as a North Walsham member he did not feel that he should get too
involved at this stage and that the detail should be left to the knowledge of local members.
He referred to the recent consultation on the proposal to move Cromer market and said
that the outcome demonstrated that people’s views were taken into consideration. He
encouraged members to engage with the County Council. Mr Seward then referred to the
Norfolk Parking Partnership Joint Committee and said that these meetings were an
opportunity for NNDC to take part in county-wide parking discussions and that not
attending them put the District Council in a difficult position. He said that the possibility of
extending the scheme across the District should cause concern for all members.
Mr A Yiasimi said that parking was a problem in Cromer and that some residents would be
willing to pay for permits. He went onto say that the problem was exacerbated by the
supermarkets as they would not provide parking for their staff.
Mr P Terrington commented that he too had concerns. He commended the local members
for raising the issue but agreed that NNDC did not appear to have engaged with the
Norfolk Parking Partnership Joint Committee. He was concerned that the motion seemed
to imply that the County Council was not complying with their statutory obligations and he
felt that there were other, preferable ways to communicate with them. He concluded by
saying that the motion should be withdrawn.
Mr G Williams said that the core of the motion was about the process of the consultation.
It referred to ‘reconsidering’ and the County Council had already demonstrated that they
could listen as they had moved the consultation dates back. He concluded by saying that
there seemed to be a situation in Sheringham particularly where there were a lot of people
with concerns and this indicated that something about the process was not right.
Mr P Williams suggested that NNDC undertook a full consultation on parking needs
across the district and then approach the County Council with the information. By taking
this approach the need for the motion would be eliminated.
Mr T FitzPatrick said that a proper consultation was necessary. Permit parking could have
a knock-on effect on neighbouring areas. He said that the motion had cross-party support
and the local members were concerned that there was no proposed consultation with
adjacent parishes. In response to the comments made by Mr B Hannah, he said that he
would not apologise for the motion appearing on the agenda. Local authorities were
independent from one another and any member was entitled to put a motion forward.
The Chairman invited Mr Oliver to respond to the issues raised. Mr Oliver said that at the
meetings that he had attended at Cromer Town Council no mention had been made of pay
and display machines – only permit parking. Regarding the Norfolk Parking Partnership Joint
Committee, he said that the NNDC representative’s status was as a non-voting observer. The
6
detail that had been outlined by officers since that meeting was not in the minutes. He said
that now was the time to properly consult with stakeholders. This issue involved several
members and they should be consulted individually.
Mr Oliver went onto say that there had initially been no plans to consult in South Sheringham,
It should also be noted that the consultation was going to take place over Christmas and that
Sheringham Town Council only had 3 days to respond. In addition, the consultation
documents had not been sent to local members – Mr Oliver had only received them by
chance.
Mr Oliver said that all of the Sheringham stakeholders agreed that there was a need to consult
with adjacent parishes. It was also important that the County Council was clear about how they
would react to the consultation responses. When officers had been asked whether pay and
display would be withdrawn as an option if it was not supported they had said that they could
not guarantee this. This implied that it was a scheme aimed at generating income. He went
onto say that more clarity was required about how the results of the consultation would be
dealt with – particularly if there was a limited response in some streets. A more thorough
process including maps and a list of ‘frequently asked questions’ would make it easier and
more transparent.
It was proposed by Mr R Oliver, seconded by Mr R Smith and
RESOLVED that the following motion be sent to Norfolk County Council:
‘NNDC recognises that parking can be an issue in Sheringham and other towns and
welcomes the fact that plans are being drawn up for consultation. NNDC also recognises the
need to consider these schemes closely and weigh up the benefits for residents, businesses
and visitors.
NNDC calls on the County Council to reconsider the current on-street car parking proposals in
Sheringham and other towns to carry out a full consultation to all houses in Sheringham and
adjacent parishes. NNDC also requests that the County Council engages fully with NNDC on
the consultation process and works with all stakeholders to ensure that the approach adopted
is consensual and evidence based.’
Mr P High and Mr P Terrington voted against the motion. Mrs H Cox, Mr M Baker, Mr B
Hannah, Mr E Seward, Mr T FitzPatrick abstained.
107.
PRIVATE BUSINESS
None
The meeting concluded at 7.06pm.
_________________________
Chairman
7
Agenda Item No____12________
BUDGET AND COUNCIL TAX 2015/16
Summary:
Options considered:
This report presents for approval the budget for 2015/16
and to make statutory calculations in accordance with
the Local Government Finance Act 1992 to set the
Council Tax for 2015/16. The report also includes the
Chief Financial Officer’s report on the robustness of the
estimates and adequacy of reserves.
It is a statutory requirement to set the budget each year,
whilst there are options around the content of the
budget presented for approval, the budget now
recommended reflects the recommendations made by
Cabinet at its meeting on 2 February 2015.
Conclusions:
It is the opinion of the Council’s Chief Financial Officer
that the budget for 2015/16 has been set within a robust
framework and the impact of this resolution will maintain
an adequate level of financial reserves held by the
Council.
Recommendations:
That having considered the Chief Financial Officer’s
report on the robustness of the estimates and the
adequacy of the proposed financial reserves, the
following be approved:
1)
2)
3)
4)
5)
6)
7)
8)
The 2015/16 revenue budget as outlined at
Appendix A within this report;
The surplus of £462,329 be allocated to the
general reserve (£260,000) and restructuring
and invest to save reserve (£202,329);
The statement of and movement on the reserves
as detailed at Appendix C within this report;
The updated Capital Programme and financing
for 2014/15 to 2017/18 (as detailed at Appendix
F within the February 2015 Cabinet Agenda)
with the addition of £178,500 to allow the
transfer of the Sheringham facilities to the North
Norfolk Railway;
The new capital bids (as detailed at Appendix G
within the February 2015 Cabinet Agenda);
The prudential indicators for 2015/16 (as
detailed at Appendix H within the February 2015
Cabinet Agenda);
That members note the current financial
projections for the period 2016/17 to 2018/19;
The Policy Framework for the Earmarked
Reserves and the Optimum Level of the General
Reserve 2015/16 to 2018/19 (Appendix B within
this report);
8
9)
10)
Reasons for
Recommendations:
That members undertake the Council Tax and
statutory calculations set out at section 4, and
set the Council Tax for 2015/16;
The demand on the Collection Fund for 2015/16,
subject to any amendments as a result of final
precepts still to be received be:
a. £5,307,073 for District purposes
b. £1,760,520 (subject to confirmation of the
final precepts) for Parish/Town Precepts;
To approve the 2015/16 budget for revenue and capital
and to make the statutory calculations in respect of the
2015/16 Council Tax.
LIST OF BACKGROUND PAPERS AS REQUIRED BY LAW
(Papers relied on the write the report and which do not contain exempt information)
Budget reports and briefings, precepts (NCC, Police and Parishes)
Cabinet Member(s)
Ward(s) affected: All
All
Contact Officer, telephone number and email:
Karen Sly, 01263 516243, Karen.sly@north-norfolk.gov.uk
1.
Introduction
1.1
This report presents for approval the 2015/16 General Fund revenue and capital
budgets along with the Council Tax for 2015/16. It also presents for information only
the current budget projections for 2016/17 to 2018/19.
1.2
The budget for 2015/16, along with detailed projections for the following three
financial years, were recommended by Cabinet on 2 February 2015 and then
considered by Overview and Scrutiny Committee on 11 February 2015. For
clarification, the recommendations within this report make reference to those
included with the Cabinet agenda and amended as applicable.
1.3
This report includes the updated position for the 2015/16 budget and future
projections following the final Local Government Finance Settlement announcement
on 4 February 2015. Further details on the outcome of this announcement are
included in section 2 of the report.
2.
2015/16 Budget
2.1
Since the budget report was produced for Cabinet earlier this month the position for
2015/16 (Appendix A) has been updated for the following:
2.1.1
Final Local Government Finance Settlement – There have been no
significant changes as a result of the announcement of the final Local
9
Government Finance Settlement figures as announced on 4 February
2015, only a small element in respect of New Homes Bonus.
2.1.2
Business Rates – At the time of producing the Cabinet report the
government return that determines the allocation of funding through the
business rates retention funding system had not been completed. The
budget has now been updated and there has been an amendment to the
amount retained due to the impact of the current (2014/15) financial years
latest position. This has been mitigated by a movement on the business
rates reserve which was established to accommodate such movements
between years.
2.1.3
Parish Precepts – At the time of writing the report there are three precepts
yet to be confirmed, the position as included in the report allows for
estimates of the precepts.
2.2
It should be noted that as the billing authority, the setting of the parish precepts will
have an impact on the total billed amount although not on the element which
represents the District Council. This means the total District amount billed for an
average Band D for 2015/16 will be £183.10 (see para 4.6), comprising District
element £138.87 and parish element £47.23 (subject to receiving the final three
parish precept forms).
2.3
The recommendations in the report also take into account the previous item on the
Council Agenda in relation to the recommendation from Cabinet (January 2015) for
approval of a capital budget to allow the transfer of the services (Tourist Information
Centre and Public Conveniences) to the North Norfolk Railway. A capital budget is
now recommended of £178,500 to enable this change to the provision of services to
be undertaken.
2.4
In making decisions in relation to setting the Council Tax, section 25 of the Local
Government Act 2003 requires the Chief Financial Officer of the Council to report to
the Council on the following matters:

the robustness of the estimates made for the purpose of the budget
calculations and

the adequacy of the proposed financial reserves.
2.5
This is provided in section 3 of the report.
3.
Chief Financial Officer’s Report
The Robustness of the Estimates
3.1
This section of the report provides a commentary on the robustness of the estimates
now presented and provides an analysis of the risks facing the Council in relation to
the control of income and expenditure flows compared to the budgets that are
recommended for 2015/16.
3.2
The framework within which the budget for 2015/16 has been constructed is similar to
that of previous years and takes into account the following:
a) Previous financial year out-turn position (2013/14) (3.3)
b) Financial Strategy 2015/16 to 2017/18 (3.4)
c) In-year budget monitoring and associated reports (3.5)
d) Cash flow monitoring (3.6)
10
3.3
The outturn position for 2013/14 was reported to Members in June 2014, this position
was confirmed following the external audit review and reported to Members in
September 2014. This was the starting position for developing the Council’s budget.
The outturn position is used to update the financial planning process and establishes
the baseline for the current estimates by reflecting significant movements and which
will have an on-going impact on the future financial position of the Council.
3.4
The financial planning process is well established and starts each year with the
production of the updated Financial Strategy, which includes high level financial
projections for the medium term. The Financial Strategy was presented to and
recommended by Members in September 2014. This process includes the critical
examination and challenge of the proposed expenditure and income on existing
services and seeks to identify changed priorities in service delivery and planned
future developments, in line with the Corporate Plan and in response to both local
and national pressures. It also identifies changes to spending plans and income
projections as a result of local and national factors. These are also informed by the
previous years outturn position and the current year’s budget monitoring projections.
The financial forecast highlights the more significant budget movements in
preparation for producing the full detailed budget for the forthcoming year. At the
same time the anticipated level of future external Government funding is reviewed
along with the latest forecast of Council Tax income and New Homes Bonus funding
based on current data. By consolidating the financial forecasts, the Financial Strategy
seeks to identify future estimated budget requirements and funding shortfalls at an
early stage of the annual budget process to enable preparation and planning beyond
the short term. It also highlights workstreams that will commence prior to the start of
the following financial year that will deliver future savings for the authority.
3.5
In Year Budget Monitoring – The budget monitoring process is carried out throughout
the year with all expenditure and income being monitored on a monthly basis. Not
only does this provide an essential tool for ensuring that the current year’s budget is
achievable, but it is also fundamental in ensuring that the most up to date information
is incorporated into the future budget and projections taking into account where
budget pressures are highlighted during the year. The regular budget monitoring is
used to inform the annual financial planning and budget process, of changes that will
have an on-going financial impact in future years, as opposed to having only a oneoff implication in the current financial year. As part of the budget monitoring process,
monthly variance reports are provided to budget managers and regular reports
presented to Cabinet and Overview and Scrutiny Committee detailing the projected
outturn position for the current year. Regular reviews of expenditure and
commitments to date, along with income streams, are carried out to ensure that
overspends or shortfalls in income are identified at the earliest opportunity and
reported to Corporate Leadership Team and Members along with recommended
action plans to ensure that the Council’s overall budget can be met.
3.6
CashFlow Monitoring – The Council remains debt free and is forecast to be for the
2015/16 budget. It currently has no long term borrowing requirement and there have
been no cashflow issues. Sufficient liquidity is generally maintained to cover day to
day cash requirements. The cash flow position of the Council is monitored on a daily
basis and managed within the Treasury Management Strategy which is approved
alongside the budget each year. Monitoring of the treasury position is included within
the in-year budget monitoring reports in addition to the half-yearly Treasury
Management report.
3.7
Budgets are prepared using the best information that is available to the Council from
its own sources and from external advisors for example the Council’s treasury
11
advisors, Arlingclose. However, many budgets are related to factors that fall outside
the control of the Council, for example pay awards, demand led income levels,
inflation and interest rates, and all can have a significant impact on the Council’s
overall budget and financial position. Forecasting in these areas requires an
examination of recent trends as well as assimilating future projections from known
factors.
3.8
There are a number of financial risks facing the authority which are relevant at both
service and corporate levels. In order that these risks are managed, a number of key
areas within the budget need to be closely monitored in the coming financial year,
these include:
a)
Car park income – this area generates significant income for the Council which
in turn supports the delivery of other services across the Council. The 2015/16
budget assumes gross income of just over £2.048 million from all car parking
related fees and charges.
b)
Planning and building control fees – The 2015/16 base budget includes
income totalling approximately £1,010,500 from planning and building control
fees.
c)
Waste and recycling credits – this is a significant source of income to the
Council and reflects the activity across the District in recycling domestic refuse.
A total of £947,415 is included in the 2015/16 base budget.
d)
Planned Savings and Additional Income – the Council is continuing to deliver
and identified a number of workstreams that are continuing to deliver service
improvements and cashable savings over the short to medium term.
Achievement of the savings are monitored in-year as part of the budget
monitoring process. New savings/additional income of £222,000 have been
included in the budget for 2015/16 and are in addition to those that are
continuing to be delivered from previous financial years.
e)
Council Tax Support – the Local Council Tax Support Scheme (LCTSS) was
implemented from April 2013; whilst there have been no changes to the
Council’s scheme for 2015/16, there still remains a risk of increases in the
number of those eligible for Council Tax Support and the ability to collect
Council Tax.
f)
Business Rates Retention – The implications of this system of funding is that
the income from the Council’s share of the business rates will fluctuate in-year
and between years. The budget assumes the shares of the income as specified
in the National Non Domestic Rate 1 (NNDR) return submitted for 2015/16 and
also assumes a movement from the earmarked reserve to mitigate the impact
from the 2014/15 forecast position. The actuals for 2015/16 will not be
confirmed until the annual NNDR3 return is completed in June 2016. In addition,
the Government announced further reliefs for businesses from April 2015,
including increased Retail Relief, and continuation of the doubling of the small
business rate relief. The implications to Local Authorities of these measures is
reimbursed through a Section 31 grant for the amount of income foregone by
providing the reliefs. Other factors that will have an impact on the level of rates
retained are current and backdated appeals.
g)
Investment Returns – Over the past few years investment income has been
significantly reduced in the light of the prolonged duration of low interest rates.
12
The current investment strategy is looking for a return of 2.2% for 2015/16. The
investment income budget includes interest on loans anticipated to be made to
housing associations, and £5m invested in the Local Authorities Mutual Invest
Trust (LAMIT) Pooled Property Fund. In accordance with the Treasury Strategy
2015/16 as reported to Cabinet in February 2015, the Council will seek to invest
more of its portfolio in secured investments such as the £4.5m in covered bonds
purchased in October 2014.
3.9
Looking beyond 2015/16, the financial projections included in the budget report
indicate that further savings will have to be made; this is based on the assumptions
about the future level of funding from 2016/17 onwards. The financial projections
show a forecast budget gap of £265,000 in 2016/17, increasing to £1.043 million in
2017/18 and £1.245 million in 2018/19.
3.10
The capital programme relies on new capital receipts from the sale of assets for nonhousing capital projects; and preserved right to buy receipts and the VAT shelter
arrangements for the housing programme. In both cases prudent estimates are made
of the timing of such receipts and the expenditure profiles within the overall capital
programme.
3.11
Budget monitoring throughout the financial year is critical to the robustness of the
estimates. It is through the ability to manage and control the spending within the
approved budgets and, where appropriate, identify and recommend appropriate
actions, which serves to mitigate the Council’s level of financial risk.
3.12
Throughout the process of preparing the Council’s budget there is involvement of the
Elected Members through Officer/Member meetings and reports to Cabinet and
Overview and Scrutiny Committee. This includes both budget monitoring reports
during the year and the Financial Strategy Report.
3.13
The Council also takes advice from third party organisations concerning a number of
more technical factors that impact on the budget process, for example external
advice in relation to treasury management, VAT and Insurance. By doing so the
Council is able to monitor the wider implications of changes in interest rates, inflation
and employment and take remedial action to mitigate financial risk.
Adequacy of the Reserves
3.14
An assessment of the adequacy of the reserves, estimated to be available to the
Council throughout 2015/16, is based on the possible commitments falling to be
discharged against the following categories of reserves:
 General Reserve
 Earmarked Reserves.
3.15
Where there is budgeted expenditure to be funded from a reserve (earmarked or
general) these will be allowed for within the reserves statement.
3.16
There are three main reasons for holding reserves:
a) as a contingency to cushion the impact of unexpected events or emergencies;
b) to cushion against the impact of uneven cash flows and to avoid temporary
borrowing; and
c) as a means of building up funds to meet known or predicted liabilities
(earmarked reserves).
13
3.17
Reviewing the reserves is well established within the financial planning and budget
setting process and is informed by the framework as set out in Appendix B to this
report. An updated reserve statement is included at Appendix C to this report.
3.18
When assessing the level of reserves the Council should take account of strategic,
operational and financial risks facing them.
3.19
In particular, the risks associated with the Local Government funding mechanism in
for example the retention of business rates continues to be a risk for Local
Authorities. The system now means there will be fluctuations of income in year and
between years, an element of this risk is mitigated by the earmarked reserve which
was established for this purpose.
3.20
Other income streams from demand led services remain vulnerable both from
economic factors and seasonal factors including weather that can influence for
example car parking income. Steps have been taken to set prudent estimates of
income from these services as appropriate but the activity that drives the income
remains very difficult to predict.
3.21
The programme of savings identified as part of previous years financial planning and
budget processes are set to continue throughout 2015/16 along with a number of
new savings.
3.22
The revised assessment of the General Reserve for 2015/16 and forward years, in
total shows little change from the current policy. There have been some changes to
the actual amounts allowed for certain elements within the General Reserve, most
notably in relation to emergencies and other unknown events, but overall the
recommended balance remains at £1.75million, which represents 14.3% of the net
budgeted operating expenditure. The actual level of the General Reserve at the end
of the financial year 2015/16 is estimated to be just over £2 million.
3.23
Earmarked reserves are estimated to total £7,556,484 by the end of the 2015/16
financial year. The main components of this total are the Capital Projects, the New
Homes Bonus and the Restructuring/Invest to Save reserves. These reserves, along
with all the other earmarked reserves have been reviewed against the framework in
appendix B, as decisions are made on the utilisation of these reserve, the overall
reserves position and projections will be updated accordingly.
3.24
The Capital Projects Reserve provides the funds for major asset purchases or other
capital developments. It is supported by the VAT shelter receipts following the Large
Scale Voluntary Transfer (LSVT) of the councils housing stock in 2006.
3.25
The New Homes Bonus Reserve is currently paid as an un-ringfenced grant from
Central Government predicated on the development of new dwellings within the
district and reductions in long term empty properties and is calculated by reference to
a prescribed formula. The balance in the earmarked reserve is earmarked for funding
projects that will deliver growth and also to mitigate future changes to the funding
received through the New Homes Bonus system.
3.26
The Restructuring/Invest to Save Reserve is held to provide one-off funding for
projects and schemes that will deliver longer-term savings and efficiencies to the
Council, for example the Business Transformation projects.
3.27
All of the earmarked reserves follow the protocol at paragraph 2.2 of the Policy
Framework at Appendix B to this report
14
Summary
3.28
In the opinion of the Chief Financial Officer the overall budgeted level of both the
General Reserve and the Earmarked Reserves shown in Appendix C are considered
adequate in the short term. The General Reserve balance (£2,060,065) is forecast to
be above that of the recommended balance (£1.75 million), all reserves will be
subject to further annual review in 2015/16.
3.29
When considering the robustness of the estimates and adequacy of reserves a
holistic approach is taken, which considers the general reserve, earmarked reserves
and also the identified risks in relation to the revenue and capital budgets presented
for approval.
4.
COUNCIL TAX SETTING FOR 2015/16
4.1
The following pages represent the information required for Members to set the
Council Tax for the year commencing 1 April 2015.
4.2
Norfolk County Council is scheduled to meet on the 16 February 2015 to set its
Council Tax, and the recommendation is to freeze the Council Tax at the same level
as last year. An increase of 1.978% in the Council Tax for the Norfolk Police & Crime
Commissioner was confirmed following the meeting of the Norfolk Police and Crime
Panel on 3 February 2015. The figures used in this report are based on the
assumption that there will be no increase for North Norfolk District Council (excluding
town and parish council precepts) and Norfolk County Council, and a 1.978%
increase for the Norfolk Police & Crime Commissioner.
4.3
The Localism Act 2011 makes provision for council tax referendums to be held if an
authority increases its relevant basic amount of council tax in excess of principles
determined by the Secretary of State. These excessiveness principles are set each
year and the Secretary of State has decided that for 2015/16 an increase of 2% or
more above the amount for 2014/15 will be excessive, and a referendum must be
held.
4.4
The excessiveness principles apply in 2015/16 to billing authorities and major
precepting authorities, but not to local precepting authorities (town and parish
councils).
4.5
That it be NOTED that at its meeting on 17 December 2014, Full Council calculated
the following Council Tax bases for the year 2015/16 in accordance with regulations
made under Section 31B of the Local Government Finance Act 1992 as amended: a) for the whole Council area as 37,274 (Item T in the formula in Section 31B of the
Local Government Finance Act 1992) being calculated by the Council, in
accordance with Regulation 3 of The Local Authorities (Calculation of Council
Tax Base) (England) Regulations 2012, as its Council Tax base for the year;
b)
PART OF THE
COUNCIL
PART OF THE
COUNCIL
COUNCIL'S AREA
TAX BASE
COUNCIL’S AREA
TAX BASE
Alby with Thwaite
93.99 Little Barningham
39.95
Aldborough
209.99 Little Snoring
205.78
Antingham
116.75 Ludham
474.80
Ashmanhaugh
65.07 Matlaske
59.68
15
PART OF THE
COUNCIL'S AREA
Aylmerton
Baconsthorpe
Bacton
Barsham
Barton Turf
Beckham East/West
Beeston Regis
Binham
Blakeney
Bodham
Briningham
Brinton
Briston
Brumstead
Catfield
Cley
Colby
Corpusty and Saxthorpe
Cromer
Dilham
Dunton
East Ruston
Edgefield
Erpingham
Fakenham
Felbrigg
Felmingham
Field Dalling
Fulmodestone
Gimingham
Great Snoring
Gresham
Gunthorpe
Hanworth
Happisburgh
Helhoughton
Hempstead
Hempton
Hickling
High Kelling
Hindolveston
Hindringham
Holkham
Holt
Honing
Horning
Horsey
Hoveton
Ingham
COUNCIL
PART OF THE
TAX BASE
COUNCIL’S AREA
195.20 Melton Constable
83.22 Morston
470.56 Mundesley
95.28 Neatishead
239.15 North Walsham
105.76 Northrepps
371.25 Overstrand
165.22 Paston
521.49 Plumstead
158.87 Potter Heigham
60.14 Pudding Norton
120.32 Raynham
804.85 Roughton
24.70 Runton
295.35 Ryburgh
298.75 Salthouse
178.85 Scottow
262.25 Sculthorpe
2732.79 Sea Palling
130.58 Sheringham
51.52 Sidestrand
180.57 Skeyton
176.67 Sloley
227.89 Smallburgh
2339.96 Southrepps
67.12 Stalham
183.66 Stibbard
132.10 Stiffkey
175.19 Stody
139.43 Suffield
77.01 Sustead
160.58 Sutton
143.54 Swafield
91.29 Swanton Abbott
288.51 Swanton Novers
117.18 Tattersett
71.42 Thornage
175.04 Thorpe Market
384.67 Thurning
266.13 Thursford
196.14 Trimingham
224.25 Trunch
84.00 Tunstead
1499.08 Upper Sheringham
115.69 Walcott
583.45 Walsingham
28.61 Warham
759.70 Wells-next-the-Sea
141.42 Westwick
16
COUNCIL
TAX BASE
176.93
52.46
1052.78
230.95
3642.55
337.51
418.85
80.28
47.66
392.98
68.93
125.73
314.39
684.33
218.83
108.58
281.23
268.67
202.35
2940.06
43.46
84.20
88.40
175.36
314.50
972.25
128.15
126.08
90.69
51.26
86.30
376.06
109.79
142.02
75.76
262.94
89.06
109.12
30.28
103.45
135.51
332.13
252.15
94.38
201.58
336.93
76.72
1025.70
28.81
PART OF THE
COUNCIL'S AREA
Ingworth
Itteringham
Kelling
Kettlestone
Knapton
Langham
Lessingham
Letheringsett with
Glandford
COUNCIL
PART OF THE
TAX BASE
COUNCIL’S AREA
41.59 Weybourne
56.52 Wickmere
84.23 Wighton
86.53 Witton
143.30 Wiveton
197.26 Wood Norton
215.18 Worstead
COUNCIL
TAX BASE
310.44
55.48
104.20
120.71
84.88
97.99
302.49
121.70
being the amounts calculated by the Council, in accordance with Regulation 6 of The
Local Authorities (Calculation of Council Tax Base) (England) Regulations 2012, as
the amounts of its Council Tax base for the year for dwellings in those parts of its
area to which special items (parish precepts) may relate.
4.6
That the following amounts be now CALCULATED by the Council for the year
2015/16 in accordance with Sections 31A to 36 of the Local Government Finance Act
1992 and the relevant regulations and directions as follows:a)
£52,508,244
b)
£45,571,485
c)
£6,936,759
d)
£186.1018
e)
£1,760,519.80
f)
£138.8700
g)
being the aggregate of the amounts which the Council
estimates for the expenditure items set out in Section
31A(2) of the Act.
being the aggregate of the amounts which the Council
estimates for the income items set out in Section 31A(3) of
the Act.
being the amount by which the aggregate at (a) above
exceeds the aggregate at (b) above, calculated by the
Council, in accordance with Section 31A(4) of the Act, as
its Council Tax requirement for the year.
being the amount at (c) above divided by the amount at
4.5(a) above, calculated by the Council, in accordance with
Section 31B(1) of the Act, as the basic amount of its
Council Tax for the year (including Parish precepts).
being the aggregate amount of all special items (Parish
precepts) referred to in Section 34(1) of the Act.
being the amount at (d) above less the result given by
dividing the amount at (e) above by the amount at 4.5 (a)
above, calculated by the Council, in accordance with
Section 34(2) of the Act, as the basic amount of its Council
Tax for the year for dwellings in those parts of its area to
which no special item (Parish precept) relates.
PART OF THE COUNCIL'S
AREA
Alby with Thwaite
Aldborough and Thurgarton
Antingham
Ashmanhaugh
Aylmerton
BASIC
PART OF THE COUNCIL’S
AMOUNT
AREA
£
164.4046 Little Snoring
170.5381 Ludham
156.7543 Matlaske
192.6582 Melton Constable
169.8587 Morston
17
BASIC
AMOUNT
£
177.7464
155.4095
143.8968
200.7419
157.9321
PART OF THE COUNCIL'S
AREA
Baconsthorpe
Bacton
Barsham
Barton Turf
Beckham East/West
Beeston Regis
Binham
Blakeney
Bodham
Brinton
Briston
Catfield
Cley
Colby
Corpusty and Saxthorpe
Cromer
Dilham
East Ruston
Edgefield
Erpingham
Fakenham
Felbrigg
Felmingham
Field Dalling
Fulmodeston
Gimingham
Great Snoring
Gresham
Gunthorpe
Hanworth
Helhoughton
Hempstead
Hempton
Hickling
High Kelling
Hindolveston
Hindringham
Holkham
Holt
Honing
Horning
Horsey
Hoveton
Ingham
Ingworth
Itteringham
Kelling
Kettlestone
BASIC
PART OF THE COUNCIL’S
AMOUNT
AREA
£
156.8945 Mundesley
169.4527 Neatishead
158.8112 North Walsham
159.7773 Northrepps
163.9267 Overstrand
171.3521 Paston
166.1064 Plumstead
202.1502 Potter Heigham
186.0784 Pudding Norton
155.4923 Raynham
182.7141 Roughton
173.6693 Runton (East & West)
166.7260 Ryburgh
222.4763 Salthouse
197.4400 Scottow
216.6644 Sculthorpe
169.3647 Sea Palling
163.7910 Sheringham
217.5477 Sidestrand
171.7060 Skeyton
205.5258 Sloley
179.2305 Smallburgh
147.0372 Southrepps
160.4597 Stalham
169.3797 Stibbard
173.2241 Stiffkey
177.8259 Stody
173.1208 Suffield
156.2867 Sustead
159.7266 Sutton
169.4895 Swafield
161.2166 Swanton Abbott
180.5930 Swanton Novers
160.6159 Tattersett
146.3851 Thornage
174.5587 Thorpe Market
170.8833 Thursford
168.6319 Trimingham
193.3033 Trunch
156.1575 Tunstead
164.1420 Upper Sheringham
173.0188 Walcott
191.8066 Walsingham
147.4826 Warham
196.3357 Wells-next-the-Sea
178.7072 Weybourne
172.6109 Wickmere
179.3183 Wighton
18
BASIC
AMOUNT
£
189.2129
168.3136
185.5537
177.7636
190.9626
191.4484
173.4902
168.0725
189.6461
182.9724
161.8859
154.2134
175.4280
178.0116
188.6513
162.1327
192.2082
227.6977
167.4480
151.3165
164.4582
170.0971
175.5981
193.3827
181.0315
176.3462
165.0691
168.1325
160.0750
168.8971
180.1670
174.7804
191.6683
150.2794
156.0494
177.1764
167.8695
196.4081
189.4526
161.9356
194.6021
171.5121
196.7455
204.0420
199.3233
187.1885
201.9557
172.4592
BASIC
PART OF THE COUNCIL’S
AMOUNT
AREA
£
166.2182 Witton
170.6047 Wiveton
153.4763 Wood Norton
155.3038 Worstead
158.8199
PART OF THE COUNCIL'S
AREA
Knapton
Langham
Lessingham
Letheringsett with Glandford
Little Barningham
BASIC
AMOUNT
£
146.9720
189.8949
164.8930
165.5386
being the amounts given by adding to the amount at 4.6(f) above to the amounts of
the special item or items relating to dwellings in those parts of the Council’s area
mentioned above divided in each case by the amount at 4.5(b) above, calculated by
the Council, in accordance with Section 34(3) of the Act, as the basic amounts of its
Council Tax for the year for dwellings in those parts of its area to which one or more
special items relate.
h)
PART OF THE
COUNCIL’S AREA
VALUATION BANDS
A
£
Alby with Thwaite
Aldborough and
Thurgarton
Antingham
Ashmanhaugh
Aylmerton
Baconsthorpe
Bacton
Barsham
Barton Turf
Beckham East/West
Beeston Regis
Binham
Blakeney
Bodham
Brinton
Briston
Catfield
Cley
Colby
Corpusty and
Saxthorpe
Cromer
Dilham
East Ruston
Edgefield
Erpingham
Fakenham
Felbrigg
B
£
C
£
D
£
E
£
F
£
G
£
H
£
109.60 127.87 146.13 164.40 200.93 237.47 274.00 328.80
113.69
104.50
128.43
113.23
104.59
112.96
105.87
106.51
109.28
114.23
110.73
134.76
124.05
103.66
121.80
115.77
111.15
148.31
132.64
121.92
149.84
132.11
122.02
131.79
123.51
124.27
127.49
133.27
129.19
157.22
144.72
120.93
142.11
135.07
129.67
173.03
151.58
139.33
171.25
150.98
139.46
150.62
141.16
142.02
145.71
152.31
147.65
179.68
165.40
138.21
162.41
154.37
148.20
197.75
170.53
156.75
192.65
169.85
156.89
169.45
158.81
159.77
163.92
171.35
166.10
202.15
186.07
155.49
182.71
173.66
166.72
222.47
208.43
191.58
235.47
207.60
191.75
207.10
194.10
195.28
200.35
209.43
203.01
247.07
227.42
190.04
223.31
212.26
203.77
271.91
246.33
226.42
278.28
245.35
226.62
244.76
229.39
230.78
236.78
247.50
239.93
291.99
268.77
224.59
263.92
250.85
240.82
321.35
284.23
261.25
321.09
283.09
261.49
282.42
264.68
266.29
273.21
285.58
276.84
336.91
310.13
259.15
304.52
289.44
277.87
370.79
341.07
313.50
385.31
339.71
313.78
338.90
317.62
319.55
327.85
342.70
332.21
404.30
372.15
310.98
365.42
347.33
333.45
444.95
131.62
144.44
112.90
109.19
145.03
114.47
137.01
119.48
153.56
168.51
131.72
127.39
169.20
133.54
159.85
139.40
175.50
192.59
150.54
145.59
193.37
152.62
182.68
159.31
197.44
216.66
169.36
163.79
217.54
171.70
205.52
179.23
241.31
264.81
207.00
200.18
265.89
209.86
251.19
219.05
285.19
312.95
244.63
236.58
314.23
248.01
296.87
258.88
329.06
361.10
282.27
272.98
362.57
286.17
342.54
298.71
394.88
433.32
338.72
327.58
435.09
343.41
411.05
358.46
19
PART OF THE
COUNCIL’S AREA
VALUATION BANDS
A
£
Felmingham
Field Dalling
Fulmodeston
Gimingham
Great Snoring
Gresham
Gunthorpe
Hanworth
Helhoughton
Hempstead
Hempton
Hickling
High Kelling
Hindolveston
Hindringham
Holkham
Holt
Honing
Horning
Horsey
Hoveton
Ingham
Ingworth
Itteringham
Kelling
Kettlestone
Knapton
Langham
Lessingham
Letheringsett with
Glandford
Little Barningham
Little Snoring
Ludham
Matlaske
Melton Constable
Morston
Mundesley
Neatishead
North Walsham
Northrepps
Overstrand
Paston
Plumstead
Potter Heigham
Pudding Norton
B
£
C
£
D
£
E
£
F
£
G
£
H
£
98.02
106.97
112.91
115.48
118.55
115.41
104.19
106.48
112.99
107.47
120.39
107.07
97.59
116.37
113.92
112.42
128.86
104.10
109.42
115.34
127.87
98.32
130.89
119.13
115.07
119.54
110.81
113.73
102.31
114.36
124.80
131.73
134.72
138.30
134.64
121.55
124.23
131.82
125.39
140.46
124.92
113.85
135.76
132.90
131.15
150.34
121.45
127.66
134.57
149.18
114.70
152.70
138.99
134.25
139.46
129.28
132.69
119.37
130.69
142.63
150.55
153.97
158.06
153.88
138.92
141.97
150.65
143.30
160.52
142.76
130.12
155.16
151.89
149.89
171.82
138.80
145.90
153.79
170.49
131.09
174.52
158.85
153.43
159.39
147.74
151.64
136.42
147.03
160.45
169.37
173.22
177.82
173.12
156.28
159.72
169.48
161.21
180.59
160.61
146.38
174.55
170.88
168.63
193.30
156.15
164.14
173.01
191.80
147.48
196.33
178.70
172.61
179.31
166.21
170.60
153.47
179.71
196.11
207.01
211.71
217.34
211.59
191.01
195.22
207.15
197.04
220.72
196.30
178.91
213.34
208.85
206.10
236.25
190.85
200.61
211.46
234.43
180.25
239.96
218.41
210.96
219.16
203.15
208.51
187.58
212.38
231.77
244.65
250.21
256.85
250.06
225.74
230.71
244.81
232.86
260.85
232.00
211.44
252.14
246.83
243.57
279.21
225.56
237.09
249.91
277.05
213.03
283.59
258.13
249.32
259.01
240.09
246.42
221.68
245.06
267.43
282.29
288.70
296.37
288.53
260.47
266.21
282.48
268.69
300.98
267.69
243.97
290.93
284.80
281.05
322.17
260.26
273.57
288.36
319.67
245.80
327.22
297.84
287.68
298.86
277.03
284.34
255.79
294.07
320.91
338.75
346.44
355.65
346.24
312.57
319.45
338.97
322.43
361.18
321.23
292.77
349.11
341.76
337.26
386.60
312.31
328.28
346.03
383.61
294.96
392.67
357.41
345.22
358.63
332.43
341.20
306.95
103.53
105.87
118.49
103.60
95.93
133.82
105.28
126.14
112.20
123.70
118.50
127.30
127.63
115.66
112.04
126.43
120.79
123.52
138.24
120.87
111.91
156.13
122.83
147.16
130.91
144.31
138.26
148.52
148.90
134.93
130.72
147.50
138.04
141.17
157.99
138.14
127.90
178.43
140.38
168.18
149.61
164.93
158.01
169.74
170.17
154.21
149.39
168.57
155.30
158.81
177.74
155.40
143.89
200.74
157.93
189.21
168.31
185.55
177.76
190.96
191.44
173.49
168.07
189.64
189.81
194.11
217.24
189.94
175.87
245.35
193.02
231.26
205.71
226.78
217.26
233.39
233.99
212.04
205.42
231.78
224.32
229.40
256.74
224.48
207.85
289.96
228.12
273.30
243.11
268.02
256.76
275.83
276.53
250.59
242.77
273.93
258.83
264.69
296.24
259.01
239.82
334.56
263.22
315.35
280.52
309.25
296.27
318.27
319.08
289.15
280.12
316.07
310.60
317.63
355.49
310.81
287.79
401.48
315.86
378.42
336.62
371.10
355.52
381.92
382.89
346.98
336.14
379.29
20
PART OF THE
COUNCIL’S AREA
VALUATION BANDS
A
£
Raynham
Roughton
Runton
Ryburgh
Salthouse
Scottow
Sculthorpe
Sea Palling
Sheringham
Sidestrand
Skeyton
Sloley
Smallburgh
Southrepps
Stalham
Stibbard
Stiffkey
Stody
Suffield
Sustead
Sutton
Swafield
Swanton Abbott
Swanton Novers
Tattersett
Thornage
Thorpe Market
Thursford
Trimingham
Trunch
Tunstead
Upper Sheringham
Walcott
Walsingham
Warham
Wells-next-the-Sea
Weybourne
Wickmere
Wighton
Witton
Wiveton
Wood Norton
Worstead
All Other Parts of the
Council’s Area
121.98
107.92
102.80
116.95
118.67
125.76
108.08
128.13
151.79
111.63
100.87
109.63
113.39
117.06
128.92
120.68
117.56
110.04
112.08
106.71
112.59
120.11
116.52
127.77
100.18
104.03
118.11
111.91
130.93
126.30
107.95
129.73
114.34
131.16
136.02
132.88
124.79
134.63
114.97
97.98
126.59
109.92
110.35
B
£
142.31
125.91
119.94
136.44
138.45
146.72
126.10
149.49
177.09
130.23
117.69
127.91
132.29
136.57
150.40
140.80
137.15
128.38
130.76
124.50
131.36
140.12
135.94
149.07
116.88
121.37
137.80
130.56
152.76
147.35
125.94
151.35
133.39
153.02
158.69
155.02
145.59
157.07
134.13
114.31
147.69
128.25
128.75
C
£
162.64
143.89
137.07
155.93
158.23
167.69
144.11
170.85
202.39
148.84
134.50
146.18
151.19
156.08
171.89
160.91
156.75
146.72
149.45
142.28
150.13
160.14
155.36
170.37
133.58
138.71
157.49
149.21
174.58
168.40
143.94
172.97
152.45
174.88
181.37
177.17
166.38
179.51
153.29
130.64
168.79
146.57
147.14
D
£
182.97
161.88
154.21
175.42
178.01
188.65
162.13
192.20
227.69
167.44
151.31
164.45
170.09
175.59
193.38
181.03
176.34
165.06
168.13
160.07
168.89
180.16
174.78
191.66
150.27
156.04
177.17
167.86
196.40
189.45
161.93
194.60
171.51
196.74
204.04
199.32
187.18
201.95
172.45
146.97
189.89
164.89
165.53
E
£
223.63
197.86
188.48
214.41
217.56
230.57
198.16
234.92
278.29
204.65
184.94
201.00
207.89
214.61
236.35
221.26
215.53
201.75
205.49
195.64
206.42
220.20
213.62
234.26
183.67
190.72
216.54
205.17
240.05
231.55
197.92
237.84
209.62
240.46
249.38
243.61
228.78
246.83
210.78
179.63
232.09
201.53
202.32
F
£
264.29
233.83
222.75
253.39
257.12
272.49
234.19
277.63
328.89
241.86
218.56
237.55
245.69
253.64
279.33
261.48
254.72
238.43
242.85
231.21
243.96
260.24
252.46
276.85
217.07
225.40
255.92
242.47
283.70
273.65
233.90
281.09
247.73
284.18
294.72
287.91
270.38
291.71
249.10
212.29
274.29
238.17
239.11
G
£
304.95
269.80
257.02
292.38
296.68
314.41
270.22
320.34
379.49
279.08
252.19
274.09
283.49
292.66
322.30
301.71
293.91
275.11
280.22
266.79
281.49
300.27
291.30
319.44
250.46
260.08
295.29
279.78
327.34
315.75
269.89
324.33
285.85
327.90
340.07
332.20
311.98
336.59
287.43
244.95
316.49
274.82
275.89
H
£
365.94
323.77
308.42
350.85
356.02
377.30
324.26
384.41
455.39
334.89
302.63
328.91
340.19
351.19
386.76
362.06
352.69
330.13
336.26
320.15
337.79
360.33
349.56
383.33
300.55
312.09
354.35
335.73
392.81
378.90
323.87
389.20
343.02
393.49
408.08
398.64
374.37
403.91
344.91
293.94
379.78
329.78
331.07
92.58 108.01 123.44 138.87 169.73 200.59 231.45 277.74
21
being the amounts given by multiplying (as appropriate) the amounts at 4.6(f) or
4.6(g) above by the number which, in the proportion set out in Section 5(1) of the Act,
is applicable to dwellings listed in a particular valuation band divided by the number
which in that proportion is applicable to dwellings listed in valuation Band D,
calculated by the Council, in accordance with Section 36(1) of the Act, as the
amounts to be taken into account for the year in respect of categories of dwellings
listed in different valuation bands.
4.7
That it be NOTED that for the year 2015/16 the Norfolk County Council and the
Office of the Police & Crime Commissioner for Norfolk have stated the following
amounts in precepts issued to the Council, in accordance with Section 40 of the
Local Government Finance Act 1992, for each of the categories of dwellings shown
below:-
VALUATION BANDS
Norfolk County
Council
Norfolk Police
and Crime
Commissioner
4.8
A
£
B
£
C
£
D
£
E
£
F
£
G
£
H
£
763.38
890.61
1,017.84
1,145.07
1,399.53
1,653.99
1,908.45
2,290.14
139.20
162.40
185.60
208.80
255.20
301.60
348.00
417.60
That, having calculated the aggregate in each case of the amounts at 4.6(h) and 4.7
above, the Council, in accordance with Section 30 and 36 of the Local Government
Finance Act 1992, HEREBY SETS the following amounts as the amounts of Council
Tax for the year 2015/16 for each of the categories of dwellings shown below:-
PART OF THE
COUNCIL’S
AREA
VALUATION BANDS
A
£
Alby with Thwaite
Aldborough and
Thurgarton
Antingham
Ashmanhaugh
Aylmerton
Baconsthorpe
Bacton
Barsham
Barton Turf
Beckham
East/West
Beeston Regis
Binham
Blakeney
B
£
C
£
D
£
E
£
F
£
G
£
H
£
1,012.18 1,180.88 1,349.57 1,518.27 1,855.66 2,193.06 2,530.45 3,036.54
1,016.27
1,007.08
1,031.01
1,015.81
1,007.17
1,015.54
1,008.45
1,009.09
1,185.65
1,174.93
1,202.85
1,185.12
1,175.03
1,184.80
1,176.52
1,177.28
1,355.02
1,342.77
1,374.69
1,354.42
1,342.90
1,354.06
1,344.60
1,345.46
1,524.40
1,510.62
1,546.52
1,523.72
1,510.76
1,523.32
1,512.68
1,513.64
1,863.16
1,846.31
1,890.20
1,862.33
1,846.48
1,861.83
1,848.83
1,850.01
2,201.92
2,182.01
2,233.87
2,200.94
2,182.21
2,200.35
2,184.98
2,186.37
2,540.68
2,517.70
2,577.54
2,539.54
2,517.94
2,538.87
2,521.13
2,522.74
3,048.81
3,021.24
3,093.05
3,047.45
3,021.52
3,046.64
3,025.36
3,027.29
1,011.86
1,016.81
1,013.31
1,037.34
1,180.50
1,186.28
1,182.20
1,210.23
1,349.15
1,355.75
1,351.09
1,383.12
1,517.79
1,525.22
1,519.97
1,556.02
1,855.08
1,864.16
1,857.74
1,901.80
2,192.37
2,203.09
2,195.52
2,247.58
2,529.66
2,542.03
2,533.29
2,593.36
3,035.59
3,050.44
3,039.95
3,112.04
22
PART OF THE
COUNCIL’S
AREA
VALUATION BANDS
A
£
B
£
C
£
D
£
E
£
F
£
G
£
H
£
Bodham
Brinton
Briston
Catfield
Cley
Colby
Corpusty and
Saxthorpe
Cromer
Dilham
East Ruston
Edgefield
Erpingham
Fakenham
Felbrigg
Felmingham
Field Dalling
Fulmodeston
Gimingham
Great Snoring
Gresham
Gunthorpe
Hanworth
Helhoughton
Hempstead
Hempton
Hickling
High Kelling
Hindolveston
Hindringham
Holkham
Holt
1,026.63
1,006.24
1,024.38
1,018.35
1,013.73
1,050.89
1,197.73
1,173.94
1,195.12
1,188.08
1,182.68
1,226.04
1,368.84
1,341.65
1,365.85
1,357.81
1,351.64
1,401.19
1,539.94
1,509.36
1,536.58
1,527.53
1,520.59
1,576.34
1,882.15
1,844.77
1,878.04
1,866.99
1,858.50
1,926.64
2,224.36
2,180.18
2,219.51
2,206.44
2,196.41
2,276.94
2,566.58
2,515.60
2,560.97
2,545.89
2,534.32
2,627.24
3,079.89
3,018.72
3,073.16
3,055.07
3,041.19
3,152.69
1,034.20
1,047.02
1,015.48
1,011.77
1,047.61
1,017.05
1,039.59
1,022.06
1,000.60
1,009.55
1,015.49
1,018.06
1,021.13
1,017.99
1,006.77
1,009.06
1,015.57
1,010.05
1,022.97
1,009.65
1,000.17
1,018.95
1,016.50
1,015.00
1,031.44
1,206.57
1,221.52
1,184.73
1,180.40
1,222.21
1,186.55
1,212.86
1,192.41
1,167.37
1,177.81
1,184.74
1,187.73
1,191.31
1,187.65
1,174.56
1,177.24
1,184.83
1,178.40
1,193.47
1,177.93
1,166.86
1,188.77
1,185.91
1,184.16
1,203.35
1,378.94
1,396.03
1,353.98
1,349.03
1,396.81
1,356.06
1,386.12
1,362.75
1,334.13
1,346.07
1,353.99
1,357.41
1,361.50
1,357.32
1,342.36
1,345.41
1,354.09
1,346.74
1,363.96
1,346.20
1,333.56
1,358.60
1,355.33
1,353.33
1,375.26
1,551.31
1,570.53
1,523.23
1,517.66
1,571.41
1,525.57
1,559.39
1,533.10
1,500.90
1,514.32
1,523.24
1,527.09
1,531.69
1,526.99
1,510.15
1,513.59
1,523.35
1,515.08
1,534.46
1,514.48
1,500.25
1,528.42
1,524.75
1,522.50
1,547.17
1,896.04
1,919.54
1,861.73
1,854.91
1,920.62
1,864.59
1,905.92
1,873.78
1,834.44
1,850.84
1,861.74
1,866.44
1,872.07
1,866.32
1,845.74
1,849.95
1,861.88
1,851.77
1,875.45
1,851.03
1,833.64
1,868.07
1,863.58
1,860.83
1,890.98
2,240.78
2,268.54
2,200.22
2,192.17
2,269.82
2,203.60
2,252.46
2,214.47
2,167.97
2,187.36
2,200.24
2,205.80
2,212.44
2,205.65
2,181.33
2,186.30
2,200.40
2,188.45
2,216.44
2,187.59
2,167.03
2,207.73
2,202.42
2,199.16
2,234.80
2,585.51
2,617.55
2,538.72
2,529.43
2,619.02
2,542.62
2,598.99
2,555.16
2,501.51
2,523.88
2,538.74
2,545.15
2,552.82
2,544.98
2,516.92
2,522.66
2,538.93
2,525.14
2,557.43
2,524.14
2,500.42
2,547.38
2,541.25
2,537.50
2,578.62
3,102.62
3,141.06
3,046.46
3,035.32
3,142.83
3,051.15
3,118.79
3,066.20
3,001.81
3,028.65
3,046.49
3,054.18
3,063.39
3,053.98
3,020.31
3,027.19
3,046.71
3,030.17
3,068.92
3,028.97
3,000.51
3,056.85
3,049.50
3,045.00
3,094.34
Honing
Horning
Horsey
Hoveton
Ingham
Ingworth
Itteringham
Kelling
Kettlestone
Knapton
Langham
Lessingham
1,006.68
1,012.00
1,017.92
1,030.45
1,000.90
1,033.47
1,021.71
1,017.65
1,022.12
1,013.39
1,016.31
1,004.89
1,174.46
1,180.67
1,187.58
1,202.19
1,167.71
1,205.71
1,192.00
1,187.26
1,192.47
1,182.29
1,185.70
1,172.38
1,342.24
1,349.34
1,357.23
1,373.93
1,334.53
1,377.96
1,362.29
1,356.87
1,362.83
1,351.18
1,355.08
1,339.86
1,510.02
1,518.01
1,526.88
1,545.67
1,501.35
1,550.20
1,532.57
1,526.48
1,533.18
1,520.08
1,524.47
1,507.34
1,845.58
1,855.34
1,866.19
1,889.16
1,834.98
1,894.69
1,873.14
1,865.69
1,873.89
1,857.88
1,863.24
1,842.31
2,181.15
2,192.68
2,205.50
2,232.64
2,168.62
2,239.18
2,213.72
2,204.91
2,214.60
2,195.68
2,202.01
2,177.27
2,516.71
2,530.02
2,544.81
2,576.12
2,502.25
2,583.67
2,554.29
2,544.13
2,555.31
2,533.48
2,540.79
2,512.24
3,020.05
3,036.02
3,053.77
3,091.35
3,002.70
3,100.41
3,065.15
3,052.96
3,066.37
3,040.17
3,048.94
3,014.69
23
PART OF THE
COUNCIL’S
AREA
Letheringsett with
Glandford
Little Barningham
Little Snoring
Ludham
Matlaske
Melton Constable
Morston
Mundesley
Neatishead
North Walsham
Northrepps
Overstrand
Paston
Plumstead
Potter Heigham
Pudding Norton
Raynham
Roughton
Runton
Ryburgh
Salthouse
Scottow
Sculthorpe
Sea Palling
Sheringham
Sidestrand
Skeyton
Sloley
Smallburgh
Southrepps
Stalham
Stibbard
Stiffkey
Stody
Suffield
Sustead
Sutton
Swafield
Swanton Abbott
Swanton Novers
Tattersett
Thornage
Thorpe Market
Thursford
Trimingham
VALUATION BANDS
A
£
B
£
C
£
D
£
E
£
F
£
G
£
H
£
1,006.11
1,008.45
1,021.07
1,006.18
998.51
1,036.40
1,007.86
1,028.72
1,014.78
1,026.28
1,021.08
1,029.88
1,030.21
1,018.24
1,014.62
1,029.01
1,024.56
1,010.50
1,005.38
1,019.53
1,021.25
1,028.34
1,010.66
1,030.71
1,054.37
1,014.21
1,003.45
1,012.21
1,015.97
1,019.64
1,031.50
1,023.26
1,020.14
1,012.62
1,014.66
1,009.29
1,015.17
1,022.69
1,019.10
1,030.35
1,002.76
1,006.61
1,020.69
1,014.49
1,033.51
1,173.80
1,176.53
1,191.25
1,173.88
1,164.92
1,209.14
1,175.84
1,200.17
1,183.92
1,197.32
1,191.27
1,201.53
1,201.91
1,187.94
1,183.73
1,200.51
1,195.32
1,178.92
1,172.95
1,189.45
1,191.46
1,199.73
1,179.11
1,202.50
1,230.10
1,183.24
1,170.70
1,180.92
1,185.30
1,189.58
1,203.41
1,193.81
1,190.16
1,181.39
1,183.77
1,177.51
1,184.37
1,193.13
1,188.95
1,202.08
1,169.89
1,174.38
1,190.81
1,183.57
1,205.77
1,341.48
1,344.61
1,361.43
1,341.58
1,331.34
1,381.87
1,343.82
1,371.62
1,353.05
1,368.37
1,361.45
1,373.18
1,373.61
1,357.65
1,352.83
1,372.01
1,366.08
1,347.33
1,340.51
1,359.37
1,361.67
1,371.13
1,347.55
1,374.29
1,405.83
1,352.28
1,337.94
1,349.62
1,354.63
1,359.52
1,375.33
1,364.35
1,360.19
1,350.16
1,352.89
1,345.72
1,353.57
1,363.58
1,358.80
1,373.81
1,337.02
1,342.15
1,360.93
1,352.65
1,378.02
1,509.17
1,512.68
1,531.61
1,509.27
1,497.76
1,554.61
1,511.80
1,543.08
1,522.18
1,539.42
1,531.63
1,544.83
1,545.31
1,527.36
1,521.94
1,543.51
1,536.84
1,515.75
1,508.08
1,529.29
1,531.88
1,542.52
1,516.00
1,546.07
1,581.56
1,521.31
1,505.18
1,518.32
1,523.96
1,529.46
1,547.25
1,534.90
1,530.21
1,518.93
1,522.00
1,513.94
1,522.76
1,534.03
1,528.65
1,545.53
1,504.14
1,509.91
1,531.04
1,521.73
1,550.27
1,844.54
1,848.84
1,871.97
1,844.67
1,830.60
1,900.08
1,847.75
1,885.99
1,860.44
1,881.51
1,871.99
1,888.12
1,888.72
1,866.77
1,860.15
1,886.51
1,878.36
1,852.59
1,843.21
1,869.14
1,872.29
1,885.30
1,852.89
1,889.65
1,933.02
1,859.38
1,839.67
1,855.73
1,862.62
1,869.34
1,891.08
1,875.99
1,870.26
1,856.48
1,860.22
1,850.37
1,861.15
1,874.93
1,868.35
1,888.99
1,838.40
1,845.45
1,871.27
1,859.90
1,894.78
2,179.91
2,184.99
2,212.33
2,180.07
2,163.44
2,245.55
2,183.71
2,228.89
2,198.70
2,223.61
2,212.35
2,231.42
2,232.12
2,206.18
2,198.36
2,229.52
2,219.88
2,189.42
2,178.34
2,208.98
2,212.71
2,228.08
2,189.78
2,233.22
2,284.48
2,197.45
2,174.15
2,193.14
2,201.28
2,209.23
2,234.92
2,217.07
2,210.31
2,194.02
2,198.44
2,186.80
2,199.55
2,215.83
2,208.05
2,232.44
2,172.66
2,180.99
2,211.51
2,198.06
2,239.29
2,515.28
2,521.14
2,552.69
2,515.46
2,496.27
2,591.01
2,519.67
2,571.80
2,536.97
2,565.70
2,552.72
2,574.72
2,575.53
2,545.60
2,536.57
2,572.52
2,561.40
2,526.25
2,513.47
2,548.83
2,553.13
2,570.86
2,526.67
2,576.79
2,635.94
2,535.53
2,508.64
2,530.54
2,539.94
2,549.11
2,578.75
2,558.16
2,550.36
2,531.56
2,536.67
2,523.24
2,537.94
2,556.72
2,547.75
2,575.89
2,506.91
2,516.53
2,551.74
2,536.23
2,583.79
3,018.34
3,025.37
3,063.23
3,018.55
2,995.53
3,109.22
3,023.60
3,086.16
3,044.36
3,078.84
3,063.26
3,089.66
3,090.63
3,054.72
3,043.88
3,087.03
3,073.68
3,031.51
3,016.16
3,058.59
3,063.76
3,085.04
3,032.00
3,092.15
3,163.13
3,042.63
3,010.37
3,036.65
3,047.93
3,058.93
3,094.50
3,069.80
3,060.43
3,037.87
3,044.00
3,027.89
3,045.53
3,068.07
3,057.30
3,091.07
3,008.29
3,019.83
3,062.09
3,043.47
3,100.55
24
PART OF THE
COUNCIL’S
AREA
VALUATION BANDS
A
£
Trunch
Tunstead
Upper
Sheringham
Walcott
Walsingham
Warham
Wells-next-theSea
Weybourne
Wickmere
Wighton
Witton
Wiveton
Wood Norton
Worstead
All Other Parts of
the Council's Area
B
£
C
£
D
£
E
£
F
£
G
£
H
£
1,028.88 1,200.36 1,371.84 1,543.32 1,886.28 2,229.24 2,572.20 3,086.64
1,010.53 1,178.95 1,347.38 1,515.80 1,852.65 2,189.49 2,526.34 3,031.61
1,032.31
1,016.92
1,033.74
1,038.60
1,204.36
1,186.40
1,206.03
1,211.70
1,376.41
1,355.89
1,378.32
1,384.81
1,548.47
1,525.38
1,550.61
1,557.91
1,892.57
1,864.35
1,895.19
1,904.11
2,236.68
2,203.32
2,239.77
2,250.31
2,580.78
2,542.30
2,584.35
2,596.52
3,096.94
3,050.76
3,101.23
3,115.82
1,035.46
1,027.37
1,037.21
1,017.55
1,000.56
1,029.17
1,012.50
1,012.93
1,208.03
1,198.60
1,210.08
1,187.14
1,167.32
1,200.70
1,181.26
1,181.76
1,380.61
1,369.82
1,382.95
1,356.73
1,334.08
1,372.23
1,350.01
1,350.58
1,553.19
1,541.05
1,555.82
1,526.32
1,500.84
1,543.76
1,518.76
1,519.40
1,898.34
1,883.51
1,901.56
1,865.51
1,834.36
1,886.82
1,856.26
1,857.05
2,243.50
2,225.97
2,247.30
2,204.69
2,167.88
2,229.88
2,193.76
2,194.70
2,588.65
2,568.43
2,593.04
2,543.88
2,501.40
2,572.94
2,531.27
2,532.34
3,106.38
3,082.11
3,111.65
3,052.65
3,001.68
3,087.52
3,037.52
3,038.81
995.16 1,161.02 1,326.88 1,492.74 1,824.46 2,156.18 2,487.90 2,985.48
4.9
Excessiveness Determination
4.9.1
The Council’s basic amount of council tax as calculated in paragraph 4.6 (f) above is
the same as that calculated for 2014/15, and therefore within the 2.0% increase limit
at which a referendum would be required.
4.9.2
The Council has determined that its relevant basic amount of Council Tax for
2015/16 is not excessive in accordance with principles approved under Section 52ZB
Local Government Finance Act 1992. As the billing authority, the Council has not
been notified by a major precepting authority that its relevant basic amount of Council
Tax for 2015/16 is excessive and that the billing authority is not required to hold a
referendum in accordance with Section 52ZK of the Local Government Finance Act
1992.
5.
Financial Implications and Risks
5.1
The Council is required to set the Council Tax each year in accordance with the
legislation set out above in this report. If this is not done, there is a risk that the
council will be unable to bill in a timely manner with a consequential loss of revenue,
and this may prevent the prudent management of the Council’s financial affairs. By
maintaining the council tax at the same level as 2014/15, the Council will receive a
council tax freeze grant of £57,912. This will not be payable if members decide to
set a higher level of council tax. The Council will be required to hold a referendum if
it decides to increase its council tax by 2.0% or more.
5.2
The overall budget for 2015/16 is balanced and delivers a surplus of £462,329 which
has been transferred to the General Reserve and Restructuring/Invest to Save
25
reserve. Section 3 of the report presents the Chief Financial Officers statement on
the robustness of the estimates and the adequacy of reserves. This statement is
informed by a number of risks that are facing the authority, in particular those
detailed at 3.8. It is recommended that the level of the General Reserve is
maintained at £1.75 million.
6.
Sustainability – None as a direct consequence of this report.
7.
Equality and Diversity
7.1
The Council is legally required to consider the equality duty in its decision-making
and this includes the budget process. As part of any savings or investments the
Council must consider how it can:



Eliminate unlawful discrimination, harassment and victimisation;
Advance equality of opportunity between different groups; and
Foster good relations between different groups by tackling prejudice and
promoting understanding.
7.2
As part of the 2015/16 budget process savings proposals were put forward by Heads
of Services for consideration. A cumulative assessment has been undertaken in
relation to the equality forms and the savings proposals and no negative impact has
been highlighted as a result of this exercise.
7.3
It is not considered that the budget presented for 2015/16 will have any significant
impact on equality and diversity issues.
8.
Section 17 Crime and Disorder considerations – None as a direct consequence of
the report.
26
Appendix A
General Fund Summary 2015/16 Base Budget
Service Area
Assets & Leisure
Corporate Leadership Team/Corporate
Customer Services & ICT
Community & Economic Development
Environmental Health
Finance
Organisational Development
Planning
Business Transformation
Net Cost of Services
2014/15
Updated
Budget 1
2014/15
Base Budget
£
2,376,094
0
721,046
7,932,005
4,144,772
3,083,806
955,462
1,346,891
0
20,560,076
2,621,373
26,436
786,297
8,216,823
4,150,572
3,062,118
954,522
1,350,200
0
21,168,341
2015/16
Base Budget
£
2,229,553
0
612,761
5,676,831
3,867,714
3,044,050
948,221
1,446,866
0
17,825,996
2016/17
Projection
£
2,252,481
0
617,397
2,592,786
3,846,185
3,072,170
864,209
1,482,714
(144,000)
14,583,942
2017/18
Projection
£
2,277,102
0
619,626
3,694,510
4,065,783
3,077,672
867,624
1,494,616
(271,000)
15,825,933
2018/19
Projection
£
2,294,790
0
623,048
2,648,258
4,083,090
3,093,387
871,136
1,511,913
(375,000)
14,750,622
Parish Precepts (Estimate from 15/16 onwards)
Capital Charges
Reffcus
Interest Receivable
Minimum Revenue Provision
Revenue Financing for Capital
IAS 19 Pension Adjustment
1,635,884
(2,135,334)
(5,564,241)
(363,710)
0
420,950
265,787
1,635,884
(2,135,334)
(5,564,241)
(332,490)
0
706,853
265,787
1,760,520
(2,096,742)
(3,533,954)
(426,390)
56,000
90,800
289,815
1,810,000
(2,342,387)
(33,954)
(436,070)
56,000
0
268,710
1,810,000
(2,421,180)
(1,054,890)
(450,330)
56,000
0
268,710
1,810,000
(2,394,001)
0
(425,430)
56,000
0
268,710
Net Operating Expenditure
14,819,412
15,744,800
13,966,045
13,906,241
14,034,243
14,065,901
39,658
0
(50,000)
(332,585)
0
0
0
0
30,000
(60,000)
0
0
0
(5,005)
197,651
0
(19,020)
(72,839)
(115,000)
0
0
(591,011)
551,613
(343,624)
(14,279)
(50,000)
(620,119)
1,000,000
357,000
(243,167)
(49,569)
14,940
(4,365)
(45,000)
(189,622)
(15,000)
(5,005)
(186,660)
(81,547)
(85,634)
(102,377)
(198,350)
(9,467)
0
(123,081)
0
74,126
0
0
(10,000)
0
(187,855)
0
0
(60,000)
(36,516)
0
(25,998)
0
0
329,432
0
0
(89,340)
114,759
0
0
0
260,000
0
0
0
0
0
0
0
0
30,000
0
0
(6,500)
0
0
445,113
0
(18,126)
(84,263)
0
0
0
0
0
0
0
0
0
0
0
0
0
30,000
0
0
0
0
0
451,613
0
(44,108)
0
0
0
0
0
0
0
0
0
0
0
0
0
0
30,000
0
0
0
0
0
446,384
0
(44,108)
0
0
0
0
0
0
Amount to be met from Government Grant and Local
Taxpayers
14,392,874
14,749,874
14,334,653
14,272,465
14,471,748
14,498,177
Collection Fund – Parishes
Collection Fund – District
Retained Business Rates 2
Revenue Support Grant
Council Tax Freeze (2014/15)
Council Tax Freeze (2015/16)
New Homes bonus
Rural Services Delivery 2014/15 Top-up (Section 31 Grant)
(1,635,884)
(5,205,386)
(2,873,112)
(3,331,376)
(57,969)
0
(1,277,202)
(11,945)
(1,635,884)
(5,205,386)
(3,230,112)
(3,331,376)
(57,969)
0
(1,277,202)
(11,945)
(1,760,520)
(5,307,073)
(3,121,466)
(2,403,933)
0
(57,912)
(1,683,749)
0
(1,810,000)
(5,268,094)
(3,431,699)
(1,582,921)
0
0
(1,915,214)
0
(1,810,000)
(5,265,694)
(3,454,510)
(1,092,215)
0
0
(1,806,452)
0
(1,810,000)
(5,276,605)
(3,627,619)
(753,629)
0
0
(1,785,536)
0
(14,392,874)
(14,749,874)
(14,334,653)
(14,007,928)
(13,428,871)
(13,253,389)
0
0
0
264,537
1,042,877
1,244,788
Contributions to/(from) Earmarked Reserves:
Capital Projects Reserve
Asset Management
Benefits
Big Society Fund
Broadband
Business Rates Reserve
Coast Protection
Common Training
Elections
Enforcement Board
Environmental Health
Grants
Housing
Legal
New Homes Bonus Reserve
Organisational Development
Pathfinder
Planning Revenue
Restructuring/Invest to save 3
Sports Facilities
Unspent Grants
Use of General Reserve
Contribution to the General Reserve 3
Income from Government Grant and Taxpayers
(Surplus)/Deficit
1
Updated 14/15 Budget assumes that additional Business rates of £357k is received and transferred to the Business Rates reserve and that £98k of
forecast favourable service variances have been assumed and taken to General Reserve.
2
The Retained Business Rates takes account of the Section 31 Grants, Levy payment and baseline funding.
3
The position shown reflects the recommendation of allocating the budgeted surplus of £462,329 to the general reserve (£260,000) and
restructuring/invest to save reserve (£202,329) in 2015/16.
M:\Accountancy\Shared Information\BUDGET\2015-16\Full Council Feb 2015\Apx A GFSummary 1516 Base final
27
Appendix B
Policy Framework for the Earmarked Reserves and Assessing the Optimum Level of
the General Reserve for the period 2015/16 to 2018/19
1
Background
1.1
In accordance with statute (principally the Local Government Finance Act 2002) and
following the Guidance Note on Local Authority Reserves and Balances (LAAP
Bulletin No. 77 – November 2008), North Norfolk District Council maintains a range of
reserves.
1.2
Two types of reserves are discussed in this policy framework:

Earmarked Reserves

The General Reserve
1.3
There are also a number of other reserves which local authorities hold in relation to
legislation and proper accounting practices, these are not resource-backed reserves
and therefore are not considered as part of this policy framework.
1.4
In making decisions in relation to setting the Council Tax, section 25 of the Local
Government Act 2003 requires the Chief Financial Officer of the Council to report to
the Council on the adequacy of the proposed financial reserves.
1.5
This Policy framework has been informed by both the LAAP Bulletin No. 77 and the
Audit Commissions report published in December 2012 ‘Striking a Balance’ Improving
Councils’ Decision Making on Reserves’.
2
Earmarked Reserves
2.1
Purpose
2.1.1
Earmarked reserves are a means of building up funds to meet known or predicted
liabilities.
2.1.2
Typically earmarked reserves are used to set aside sums for major schemes, such as
capital developments or asset purchases, or to fund reorganisations and
restructurings. Reserves can also be held for trading and business units built up from
surpluses to cover potential losses in future years, or to finance capital expenditure.
In certain circumstances, if expenditure is delayed on specific budgets, it may be
agreed that the underspending at a year end is carried forward for future use in an
earmarked reserve.
2.2
Earmarked Reserves Protocol
2.2.1
For each reserve the following arrangements have been established:

the reasons for / purpose of the reserve

how and when the reserve can be used

procedures for the reserve’s management and control

a process and timetable for review of the reserve to ensure continuing relevance
and adequacy.
2.2.2
In North Norfolk, the establishment and use of earmarked reserves is reviewed at the
time of budget setting and then controlled through the year as part of the regular
budget monitoring processes.
2.3
Review of Earmarked Reserves
2.3.1
The Reserves Statement in Appendix C gives full details of the earmarked reserves.
Each earmarked reserve has been assessed by the Chief Financial Officer whose
Reserves Policy Framework, February 2015
28
Appendix B
judgement is that they are properly established in accordance with the protocol and
that their level and proposed use is appropriate.
2.3.2
It is considered that sufficient provision for the Council’s capital programme (as
recommended) has been included in the capital estimates and capital reserves, and
that nothing further is required.
2.3.3
Where in-year expenditure is being funded by earmarked reserves, the relevant
transfers from the reserves have been allowed for within the reserves statements at
Appendix C.
3
The General Reserve
3.1
Purpose
3.1.1
The general reserve is held for two main purposes:

a working balance to help cushion the impact of uneven cashflows and avoid
temporary borrowing;

a contingency to help cushion the impact of unexpected events or emergencies.
3.2
The Optimum Level of the General Reserve
3.2.1
There are two recommended approaches for deciding the optimum level of the
general reserve:

A risk assessment of the budget which takes full account of the context within
which the budget has been prepared. The budget report itself provides this
contextual information.

To set the reserve at a percentage of expenditure. Too low a level puts the
council at unacceptable risk of failing to meet its obligations, too high a level
unnecessarily ties up resources.
3.2.2
This appendix sets out the framework for considering a risk assessment approach
and validating the result against a percentage calculation. At the end of the day, the
level of reserves is a matter of opinion informed by the judgement of the Council’s
Chief Financial Officer.
3.3
Assessment Framework
3.3.1
The issues to be considered include the following:

The Council continues to operate on an ongoing basis.

The robustness of the budget process including recognition of the linkages with
the corporate plan, the strategic risk register and the financial plan update.

The adequacy of the earmarked reserves and the movements on the general
reserves both in the past and planned.

The extent to which savings and planned service reductions are required and can
be relied upon to support corporate plan targets.

The risk of major litigation and legal claims, both currently and in the future.

The impact of future Government funding reductions.

Implications of changes to Local Council Tax Support Schemes and increase in
the demand for support.

Fluctuations in retained business rate income and funding from the government
for the extensions to reliefs for example retail relief and small business rates.
Reserves Policy Framework, February 2015
29
Appendix B

Fluctuations around certain income streams and grants, for example demand led
services such as planning, building control income, land charges and car parking
and fluctuations in investment income.

Future changes to the funding for Local Authorities, for example the New Homes
Bonus.

Unplanned volume increases in major demand led budgets, particularly in the
context of the current economic climate for example housing benefits, council tax
support and homelessness.

The need to retain a general contingency to provide for any unforeseen
circumstances that may arise including inadequately funded Government
initiatives.

The move in local authorities to do less by direct service provision (either through
the Localism Agenda or through third parties, including outsourcing) is increasing
the risks borne by authorities. There is a risk that these arrangements fail and
there are many circumstances when a statutory liability remains with the local
authority. Such risks may not be insurable at an economic level and demand
rigorous risk minimisation strategies and this is an area that will be considered in
more detail if the Council pursues these arrangements in future years.

The need to retain reserves for general day to day cash flow requirements.
3.3.2
All these issues interlink and any one incident is likely to span across many of the
issues. Risks change over time and the general reserve needs to be considered
across the medium term financial plan. What might be an adequate level of reserves
now could be inadequate in years two to four.
3.4
The Assessment of the General Fund Reserve
3.4.1
When undertaking the assessment it must be remembered that the items considered
are merely guides to assessing the overall level of the reserve. In no way is it a
budget for any of the items being created since by its nature a general reserve is
designed to protect against the unexpected and unquantifiable for whatever reason.
3.4.2
Having considered the relevant risks and the mitigation measures already in place, it
is felt that the following indicative items should be taken into account in the budget
risk assessment for 2014/15:
Item
2015/16
1 Pay and Price Inflation
(0.5% above budget assumption)
2 Interest Rates
(0.25% below budget prediction on non-fixed
investments)
3 Failure to Achieve Planned Savings and
Cost Pressures from Corporate Plan
Targets
(to ensure core services are maintained)
4 Major Litigation and Legal Claims
(to provide additional comfort above
earmarked reserves)
5 Emergencies and Other Unknowns
(to recognise the risks associated with
unpredictable events)
6 Treatment of Demand Led Pressures
(recognising the impact of increase or
reduction in demand and compensating
Reserves Policy Framework, February 2015
30
2016/17
2017/18
2018/19
46,000
46,000
46,000
46,000
36,000
36,000
36,000
36,000
51,200
54,600
54,900
54,900
150,000
150,000
150,000
150,000
600,000
600,000
600,000
600,000
173,000
173,000
173,000
173,000
Appendix B
Item
2015/16
2016/17
2017/18
2018/19
increase or reduction in expenditure or income)
7 Cash Flow
(it is felt that in relation to the new statutory
obligations in paying set amounts to the major
preceptors and central government as part of
the new funding arrangements, an amount
needs to be included for the impact on the
short term cash flow needs)
8 Future Funding Fluctuations (due to the
changes in the future funding regime an
allowance should be made within the general
reserve to mitigate the impact within and
between financial years)
Total Indicated General Fund Reserve
Recommended
% of Net Budgeted Operating Expenditure
(excluding parish precepts)
Budgeted General Fund Reserve (at yearend, after taking account of planned use)
% of Net Budgeted Operating Expenditure
(excluding parish precepts)
50,000
50,000
50,000
50,000
635,000
635,000
635,000
635,000
1,741,200
1,744,600
1,744,900
1,744,900
14.3%
14.4%
14.3%
14.2%
2,060,065
2,060,065
2,060,065
2,060,065
16.9%
17.0%
16.9%
16.8%
4
Chief Financial Officer’s Opinion
4.1
The Earmarked Reserves detailed in Appendix C are proper and appropriate with
regard to purpose, level and proposed use.
4.2
Based on the assessment detailed above it is recommended that the level of the
general reserve should remain at £1.75 million. The budgeted General Fund Reserve
shown in Appendix C is considered adequate for the period 2015/16 to 2018/19;
however the level of the general reserve should be reviewed during the year as part
of the financial planning process taking into account where applicable items identified
within the assessment framework at 3.3.
Reserves Policy Framework, February 2015
31
Appendix C
Reserves Statement 2015/16 Onwards
Reserve
Purpose and Use of Reserve
Balance at
1/4/2014
£
General Fund General Reserve
A working balance and contingency, current recommended
balance is £1.75 million.
2014/15
Updated
Budget
Movement
£
Balance at
01/04/15
2015/16
Budgeted
Movement
Balance
01/04/16
2016/17
Budgeted
Movement
Balance
01/04/17
£
£
£
£
£
Budgeted
Balance
Movement
01/04/18
2017/18
£
£
Budgeted
Movement
2018/19
Balance
01/04/19
£
£
1,923,146
(123,081)
1,800,065
260,000
2,060,065
0
2,060,065
0
2,060,065
0
2,060,065
Earmarked Reserves:
Capital Projects
To provide funding for capital developments and purchase of
major assets. This includes the VAT Shelter Receipt.
1,881,280
(343,624)
1,537,656
74,126
1,611,782
0
1,611,782
0
1,611,782
0
1,611,782
Asset Management
To support improvements to our existing assets as identified
through the Asset Management Plan.
47,427
(14,279)
33,148
0
33,148
0
33,148
0
33,148
0
33,148
Benefits
To be used to mitigate any claw back by the Department of
Works and Pensions following final subsidy determination.
Timing of the use will depend on audited subsidy claims.
721,792
(50,000)
671,792
0
671,792
0
671,792
0
671,792
0
671,792
Big Society Fund
(BSF)
To support projects that communities identify where they will
make a difference to the economic and social wellbeing of the
area. Funded by a proportion of NCC element of second
homes council tax.
969,927
(620,119)
349,808
(10,000)
339,808
0
339,808
0
339,808
0
339,808
Broadband
Earmarks £1million for superfast broad band in North Norfolk.
(£600k was transferred from the BSF Reserve and £400k from
the NHB Reserve)
0
1,000,000
1,000,000
0
1,000,000
0
1,000,000
0
1,000,000
0
1,000,000
Building Control
Building Control surplus
45,688
0
45,688
0
45,688
0
45,688
0
45,688
0
45,688
Business Rates
To be used for the support of local businesses and to mitigate
impact of final claims and appeals in relation to business rates
retention scheme.
327,239
357,000
684,239
(187,855)
496,384
0
496,384
0
496,384
0
496,384
Coast Protection
To support the ongoing coast protection maintenance
programme ands carry forward funding between financial
years.
243,167
(243,167)
0
0
0
0
0
0
0
0
0
Common Training
To deliver the corporate training programme. Training and
development programmes are sometimes not completed in the
year but are committed and therefore funding is carried forward
in an earmarked reserve.
77,019
(49,569)
27,450
0
27,450
0
27,450
0
27,450
0
27,450
Economic
Development and
Tourism
Earmarked from previous underspends within Economic
Development and Tourism Budgets along with funding
earmarked for Learning for Everyone.
13,248
0
13,248
0
13,248
0
13,248
0
13,248
0
13,248
Election Reserve
Established to meet costs associated with district council
elections, to smooth the impact between financial years.
75,060
14,940
90,000
(60,000)
30,000
30,000
60,000
30,000
90,000
30,000
120,000
146,967
(4,365)
142,602
(36,516)
106,086
0
106,086
0
106,086
0
106,086
Established to meet costs associated with district council
Enforcement Works enforcement works including buildings at risk, pending
recovery.
32
Appendix C
Reserves Statement 2015/16 Onwards
Balance at
1/4/2014
2014/15
Updated
Budget
Movement
£
Balance at
01/04/15
2015/16
Budgeted
Movement
Balance
01/04/16
2016/17
Budgeted
Movement
Balance
01/04/17
£
£
£
£
£
Budgeted
Balance
Movement
01/04/18
2017/18
Budgeted
Movement
2018/19
Balance
01/04/19
£
£
Reserve
Purpose and Use of Reserve
Environmental
Health
Earmarking of previous underspends and additional income to
meet Environmental Health initiatives.
66,567
(45,000)
21,567
0
21,567
0
21,567
0
21,567
0
21,567
Grants
Revenue Grants received and due to timing issues not used in
the year.
237,727
(189,622)
48,105
(25,998)
22,107
(6,500)
15,607
0
15,607
0
15,607
Housing
Previously earmarked for stock condition survey and housing
needs assessment.
100,000
(15,000)
85,000
0
85,000
0
85,000
0
85,000
0
85,000
Treasury (Property)
Reserve
Property Investment (Treasury), to smooth the impact on the
revenue account of interest fluctuations.
66,068
0
66,068
0
66,068
0
66,068
0
66,068
0
66,068
Land Charges
To mitigate the impact of potential income reductions.
39,899
0
39,899
0
39,899
0
39,899
0
39,899
0
39,899
Legal
One off funding for Compulsory Purchase Order (CPO) work
and East Law Surplus.
48,600
(5,005)
43,595
0
43,595
0
43,595
0
43,595
0
43,595
Local Strategic
Partnership
Earmarked underspends on the LSP for outstanding
commitments and liabilities.
51,728
0
51,728
0
51,728
0
51,728
0
51,728
0
51,728
LSVT Reserve
To meet the cost of successful warranty claims not covered by
bonds and insurance following the housing stock transfer.
435,000
0
435,000
0
435,000
0
435,000
0
435,000
0
435,000
New Homes Bonus
(NHB)
Established for supporting communities with future growth and
development.*
1,286,885
(186,660)
1,100,225
329,432
1,429,657
445,113
1,874,770
451,613
2,326,383
446,384
2,772,767
Organisational
Development
To provide funding for organisation development to create
capacity within the organisation and address anomalies within
the pay structure.
107,695
(81,547)
26,148
0
26,148
0
26,148
0
26,148
0
26,148
Pathfinder
To help Coastal Communities adapt to coastal changes.
239,775
(85,634)
154,141
0
154,141
(18,126)
136,015
(44,108)
91,907
(44,108)
47,799
Planning
Additional Planning income earmarked for Planning initiatives
including Plan Review.
300,550
(102,377)
198,173
(89,340)
108,833
(84,263)
24,570
0
24,570
0
24,570
Regeneration
Projects
Carry forward of underspends relating to Regeneration
Projects.
37,837
0
37,837
0
37,837
0
37,837
0
37,837
0
37,837
Restructuring &
Invest to Save
Proposals
To fund one-off redundancy and pension strain costs and
invest to save initiatives including costs in relation to the
Business Transformation Project. Transfers from this reserve
will be allocated against business cases as they are approved.
Timing of the use of this reserve will depend on when business
cases are approved.
923,299
(198,350)
724,949
114,759
839,708
0
839,708
0
839,708
0
839,708
30,272
(9,467)
20,805
0
20,805
0
20,805
0
20,805
0
20,805
10,443,862
(994,926)
9,448,936
368,608
9,817,544
366,224 10,183,768
437,505
10,621,273
432,276
11,053,549
£
Sports Hall
To support renewals for sports hall equipment. Amount
Equipment & Sports transferred in the year represents over or under achievement
of income target.
Facilities
Total Reserves
33
£
£
Agenda Item No____13________
Pay Report covering the Pay Policy Statement 2015/16 and the Living Wage
Recommendations from the Joint Staff Consultative Committee
Summary:
a) Pay Policy Statement: Section 38 of the Localism Act
2011 (“the Act”) requires the Council to produce an
annual pay policy statement (“the statement”) for the
start of each financial year. The attached statement is
drawn up in compliance with the Act to cover the period
2015/16. It is a legal requirement that Full Council
formally signs off this statement and the responsibility
cannot be devolved to any other person or committee.
b) Living Wage Recommendations: The Joint Staff
Consultative Committee (JSCC) put forward a number
of recommendations regarding payment of the Living
Wage as a supplement to relevant posts and the
removal of grade 13 (lowest paid grade for staff).
Conclusions:
The attached statement sets out current remuneration
arrangements
for
officers
and
outlines
the
recommendations put forward by JSCC in respect of the
Living Wage.
Recommendations:
1) To adopt the attached Pay Policy Statement and to
publish the statement for 2015/16 on the Council‟s
website.
2) To consider the recommendations from the Joint Staff
Consultative Committee:2.1) To pay the current Living Wage rate as a
supplement to affected posts from 1st January 2015
(not including Apprentices) and to review this payment
on an annual basis
2.2) To remove Grade 13 from the Council's pay scales
for staff
Cabinet Member(s)
Ward(s) affected
Councillor Tom FitzPatrick All
Contact Officer, telephone number and email:Julie Cooke, 01263 516040
julie.cooke@north-norfolk.gov.uk
34
1.
Introduction (Pay Policy Statement)
1.1
Section 38 (1) of the Localism Act 2011 (“the Act”) requires English and
Welsh local authorities to produce a pay policy statement (“the statement”) for
each financial year. The first statement went to Full Council on 22 February
2012 to cover the period 2012/13.
2.
The Statement
2.1
The statement must set out:




2.2
With regard to the process for approving the statement, it must:



2.3
Be approved formally by Full Council and cannot be delegated to any sub
committee. This includes any amendments in each financial year
Be approved by the end of March each year
Be published on the authority‟s website and in any other manner that the
Council thinks appropriate as soon as it is reasonably practicable after it is
approved or amended
Be complied with when the authority sets the terms and conditions for a
Chief Officer
For the purpose of the statement the term „Chief Officer‟ in a local authority
context is defined as set out in the Local Government and Housing Act 1989
as:




2.4
3
3.1
A local authority‟s policy on the level and elements of remuneration for
each chief officer
A local authority‟s policy on the remuneration of its lowest-paid
employees (together with its definition of “lowest-paid employees” and
its reasons for adopting that definition)
A local authority‟s policy on the relationship between the remuneration
of its chief officers and other officers
A local authority‟s policy on other specific aspects of chief officers‟
remuneration: remuneration on recruitment, increases and additions to
remuneration, use of performance related pay and bonuses,
termination payments, and transparency.
The Head of Paid Service (Chief Executive)
The Monitoring Officer
A statutory Chief Officer and non statutory Chief Officer (section 2 of
that Act)
A deputy Chief Officer (section 2 of that Act)
This definition of Chief Officer is wider than that contained within the
Constitution where the term „chief officer‟ indicates the senior posts which sit
on Corporate Leadership Team i.e. the Chief Executive and Directors.
Living Wage Supplement
An updated report on the Living Wage went to JSCC on 8 December 2014
setting out the background and current position in relation to discussions as
to whether or not the Council should be looking to adopt the Living Wage for
staff paid below that level.
35
3.2
As a result of that report, JSCC made the following recommendations and
Full Council is asked to consider them:a) To pay the current Living Wage rate as a supplement to affected posts
from 1st January 2015 (not including Apprentices) and to review this payment
on an annual basis
b) To remove Grade 13 from the Council's pay scales for staff
3.3
4
JSCC did not recommend formal accreditation as a Living Wage Employer at
this stage. Accreditation as a Living Wage Employer would require changes
to the Council‟s procurement policies and the Council would be required to
work with the Living Wage Foundation to set achievable milestones for
applying the Living Wage across Council contracts.
Conclusion
4.1
The statement meets the statutory requirements of the Localism Act and it is
therefore recommended that the statement be approved.
5
Financial Implications and Risks
5.1
There are no increased risks as a result of setting and publishing the Pay
Policy Statement. The report and the statement outline arrangements for
2015/16. This statement builds on the publication of senior officer salary
information
which
is
already
available
on
the
website
at
http://www.northnorfolk.org/council/8105.asp Any financial implications
relevant to national pay awards have been factored into the budget for
2015/16.
5.2
In the report to JSCC, the cost implications of applying a supplement to the
posts currently paid below the Living Wage was circa £2,000. This figure
includes on-costs but does not include the apprentices or any additional staff
who may be appointed on scp‟s 5-10 on an ongoing basis. There would also
be a cost if the Council wanted to be accredited as a Living Wage employer.
6
Equality and Diversity
6.1
The Equality act 2010 places requirements upon all public sector bodies to
ensure that its policies and procedures promote equality, this document
supports that requirement.
36
PAY POLICY STATEMENT 2015/16
Context
This policy statement has been produced in accordance with Sections 38 to 43 of the
Localism Act 2011 (“the Act”), which, from 2012 onwards, requires all local
authorities to publish an annual statement of their policy for the relevant financial
year in relation to:






The remuneration of their most senior employees (which the Act
defines as the Head of Paid Service (Chief Executive),
the Monitoring Officer,
the Chief Officers (or Directors), and
the Deputy Chief Officers (i.e. managers who report directly to a Chief
Officer));
The remuneration of their lowest-paid employees; and
The relationship between the remuneration of their most senior
employees and that of other employees.
The Secretary of State has produced guidance on the provisions in the Act relating to
transparency and accountability in local pay, which local authorities must have regard
to in preparing and approving their annual pay policy statements. This Pay Policy
Statement takes full account of this guidance as well as the provisions of the Act.
The policy statement also refers to information which the Council already publishes
under other legislation:



Information on the level of remuneration paid to senior managers, as
required by the Accounts and Audit (England) Regulations 2011
(Statutory Instrument 2011/817).
Policies on the exercise of its discretions over payments upon
termination of employment under the Local Government Pension
Scheme, as required by Regulation 66 of the Local Government
Pension Scheme (Administration) Regulations 2008
Policies on the exercise of its discretions over payments upon
termination of employment under the Local Government (Early
Termination of Employment) (Discretionary Compensation) (England
and Wales) Regulations 2006, as required by Regulation 7 of those
regulations.
This Pay Policy Statement must be reviewed on an annual basis and a new version
of the policy will be submitted to Full Council for approval by 31 March immediately
preceding the financial year to which it relates.
The pay policy statement can also be amended during the course of the financial
year, but only by a resolution of the Full Council. If it is amended during the year to
which it relates, the revised version of the statement must be published as soon as
possible after the amendment is approved by Full Council.
This policy statement was considered by Full Council on 25 February 2015. It is
available on the Council‟s website. The Council‟s website also includes separately
published data on salary information relating to Senior Officers and this can be
viewed at http://www.northnorfolk.org/council/8104.asp
37
For the purpose of the pay policy statement the term „Chief Officer‟ in a local
authority context is defined as set out in the Local Government and Housing Act
1989:
a)
b)
c)
d)
The Head of Paid Service (i.e. the Chief Executive) as designated under
section 4 of that Act;
The Monitoring Officer designated under section 5(1) of that Act;
A statutory Chief Officer and non statutory Chief Officer under section 2 of
that Act;
A deputy Chief Officer mentioned in section 2 of that Act.
Remunerating Chief Officers/Deputy Chief Officers
The remuneration for Chief Officers/Deputy Chief Officers within the Council can be
found at Appendices A, B, C, E and F.
The Monitoring Officer (MO) service is brought in on a contract basis so the Council
does not directly remunerate the MO who is currently an employee of Norfolk County
Council.
Remunerating the Lowest Paid in the Workforce
The Council applies terms and conditions of employment that have been negotiated
and agreed through appropriate collective bargaining mechanisms (national or local)
or as a consequence of Council decisions, these are then incorporated into contracts
of employment. The lowest pay point in use by the Council for employees on the
council‟s pay scale is spinal column point (SCP) 5. This relates to an annual salary
of £13,500 (full time equivalent (FTE) and can be expressed as an hourly rate of pay
of £6.9974 as at 31 March 2015. Employees on this pay point are defined as our
lowest paid employees. This pay point and salary has been determined by the
National Joint Council (NJC). See Appendix D for pay scales for staff on grades 5-13.
The Council employs a number of apprentices and the salary for these staff complies
with the National Minimum Wage.
The Relationship between Chief Officer Remuneration and that of other
employees
The highest paid salary in the Council is that of the Chief Executive at £99,771 as at
31 March 2015. The median for Chief Officers is £52,806 and for non-Chief Officers
is £19,742. This gives a ratio of 1:2.675. The Council does not have a policy on
maintaining, reaching or applying a specific pay multiple. However the Council is
conscious that remuneration at all levels needs to be adequate to secure and retain
high-quality employees but not be seen as excessive.
Other Aspects of Chief Officer Remuneration
Other aspects of Chief Officer remuneration are appropriate to be covered by this
policy statement, these other aspects are defined as remuneration on recruitment,
pay increases, additions to pay, performance related pay, earn back, enhancements
of pension entitlements and termination payments. These elements are shown in
Appendix A and B.
38
Pay Awards
Pay awards are determined nationally in accordance with the Joint Negotiating
Committee (JNC) for Chief Executives, the Joint Negotiating Committee (JNC) for
Chief/Deputy Chief Officers and the National Joint Committee (NJC) for staff paid
under the national spinal column points covered by internal grades 5-13.
Tax Avoidance
The Council is committed to tackling all forms of tax avoidance and therefore
encourages the direct employment of staff and pays them via the payroll system. In a
few circumstances where it is more appropriate to engage people on a self-employed
basis, the Council will utilise the procurement policy and follows guidelines to ensure
that the correct employment status is identified before being engaged. When a need
arises for an „interim‟ appointment, the Council may consider the use of an agency.
Re-engagement of ex North Norfolk District Council staff within the scope of
this policy
All permanent / fixed term posts are advertised in accordance with the council‟s
recruitment practices and procedures and appointment is made on merit. Interim
management appointments are made in accordance with the council‟s procurement
policy.
Review
The Localism Act 2011 requires relevant authorities to prepare a Pay Policy
Statement for each subsequent financial year. The next statement will be submitted
to Full Council for approval by 31 March 2016.
As necessary, the Council may by resolution amend the pay policy statement at
times other than that of the prescribed annual statement.
39
Post
Salary grade
Chief
Executive
1
Expenses / car
allowances
Travel and other
expenses are
reimbursed
through normal
Council
procedures.
Bonuses / PRP /
Earn Back
The current terms
and conditions of
employment does
not provide for
any of the above
elements
Honoraria / Acting
Up
Honoraria and acting
up payments for any
increased duties and
responsibilities do not
apply
Market/Salary
Supplements
A salary/market
supplement has not been
applied to this post
Car allowances
are paid in
accordance with
the rates set out in
Council‟s Travel
Policy (see
Appendix D)
Election Fees
As the Returning Officer (RO), the
Chief Executive will receive a fee,
locally in respect of County,
District and Parish Elections. The
fee for undertaking this role in
Norfolk is determined by an
independent panel made up of the
Chairs of Norfolk Local Authority
Member Remuneration Panels.
Fees for conducting Parliamentary
and European Parliamentary
Elections, National Referendums
and other Elections such as for
the Police and Crime
Commissioner. etc. are
determined by Government. The
RO is a separate appointment and
therefore not factored into the
salary range shown.The fees will
be published on the Council‟s
website (once agreed).
As above (where applicable)
Severance
Arrangements
The Council‟s
normal policies
regarding
redundancy
and
early/flexible
retirement
apply to the
postholder
Corporate
Directors x 2
Head of
Finance/s151
Officer
2
As above
As above
As above
As above
As above
4
As above
As above
£4553 pa (s151
responsibilities)
As above (where applicable)
As above
Head of
Planning
4
As above
As above
Could be applied
where appropriate on
authorisation of
Corporate Leadership
Team
As above
As above (where applicable)
As above
Head of
Service x 5
4
As above
As above
As above
£4553 pa (specialist
delegated
responsibilities)
Could be applied where
appropriate on
authorisation of
Corporate Leadership
Team
As above (where applicable)
As above
Appendix A
40
Appendix B
Aspect of Chief Officer
Remuneration
Recruitment
Council Policy
The post will be advertised and appointed to at the appropriate approved
salary for the post in question and individuals will be placed on the
appropriate SCP within the pay grade for the post that they are appointed
to. The rules regarding appointment to a Chief Officer role are set out in
the Constitution (Chapter 10).
Employees will receive an annual increment (and in some cases, 6 months
after starting work with the Council), subject to the top of their grade not
being exceeded.
Where the Council is unable to recruit to a post at its designated grade, it
will consider the use of temporary market supplements.
Access to appropriate elements of the Council‟s relocation Scheme may
also be granted in certain circumstances, when new starters move to the
area.
Pay Increases
The above applies to all employees.
The Council will apply any pay increases that are agreed by the relevant
national negotiating bodies. The Council will also apply any pay increases
that are as a result of Council decisions to significantly increase the duties
and responsibilities of the post in question beyond the normal flexing of
duties and responsibilities that are expected in senior posts.
Additions to Pay
This applies to all employees.
The Council would not make additional payments beyond those specified
in the terms and conditions of employment.
Professional Subscriptions
This applies to all employees.
These are payable where they are required for the post and should be
limited to one subscription per Officer.
Employee Assistance
Programme (EAP) (includes
access to advice and
counselling)
Contract for Services
Redundancy and payments
on termination
Pension contribution rates
This applies to all employees.
Access to the EAP scheme is available to all employees and Elected
Members.
Where the Council remains unable to appoint chief officers on recruitment,
or there is a need to provide interim support to cover for a vacant
substantive chief officer post, the Council will, where necessary, consider
engaging individuals under „contracts for service‟. These will be sourced
through a relevant procurement process ensuring the Council is able to
demonstrate value for money from competition in securing the relevant
service.
The Council has a single policy which applies to all employees (see
Appendix F).
Where termination of employment is subject to a settlement agreement
that agreement may include a negotiated payment in exchange for which
the employee undertakes not to pursue claims against the Council. This is
always subject to the completion of a business case and appropriate
authorisation as laid out in the above policy.
Staff who opt to join the Local Government Pension Scheme (LGPS) pay
contribution rates between 5.5% to 12.5%. The employer contribution rate
is currently 14.5% and this is the same rate for all staff.
41
Salary grades for Chief Officers and Deputy Chief Officers (2015)
Appendix C
Grade 1 (Chief Executive)
Annual
SCP
Amount
300
301
97,680.00
99,771.00
Grade 2 (Directors)
Annual
SCP
Amount
310
311
312
313
314
67,846.00
69,554.00
74,777.00
76,696.00
78,853.00
Grade 3 (Not utilised)
Annual
SCP
Amount
320
321
322
323
324
55,135.00
56,833.00
58,415.00
64,125.00
65,570.00
Grade 4 (Heads of Service)
Annual
SCP
Salary
330
331
332
333
334
46,081.00
47,332.00
48,565.00
49,808.00
53,862.00
The pay award has been agreed for Chief Officer grades (4-2) above (with effect from 1 January 2015) but no award has yet
been agreed for Chief Executives (grade 1) at the time of this report.
42
Appendix D
Pay scales for grades 13 - 5
(Effective from 1 January 2015)
Grade
Grade 13
Grade 12
Grade 11
Grade 10
Grade 9
SCP
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Salary
13,500
13,614
13,715
13,871
14,075
14,338
15,207
15,523
15,941
16,231
16,572
16,969
17,372
17,714
18,376
19,048
19,742
20,253
20,849
21,530
22,212
22,937
Grade
Grade 8
Grade 7
Grade 6
Grade 5
43
SCP
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
Salary
24,472
25,440
26,293
27,123
27,924
29,558
30,178
30,978
31,846
32,778
33,857
34,746
35,662
36,571
37,483
39,267
40,217
41,140
42,053
43,863
Appendix E
TRAVEL POLICY
INTRODUCTION
The purpose of this policy is to set out North Norfolk District Council‟s policy on travel
arrangements that employees are eligible to claim in reimbursement for journeys made in
carrying out their duties.
GENERAL TRAVEL PRINCIPLES
Employees will be required to ensure that:-
the use of public transport is prioritised above a car where the journey time is
comparable to that of a car
-
the choice of travel mode should always be the most cost effective to the
Authority, taking into account both claim costs and staff time
-
they ensure that journeys are planned to do the least number of miles possible,
through good route planning and car sharing
-
a full record of their journey is kept including the reason for travelling and the
names of official passengers carried
-
they do not use their own vehicle on journeys where there is room in the car of
another officer making the same journey on the same business. In this situation,
an essential car user should drive in preference to a casual user, if possible
-
they have included and maintain in their policy of insurance a clause indemnifying
the Authority against all third party claims (including those concerning
passengers) arising out of the use of the vehicle on official business
-
all claims exclude home to work mileage (and vice versa) if the journey starts or
ends from the officers home i.e. they should only claim for excess business
mileage over and above their normal daily commute mileage
-
all claims must be made using the appropriate claim form (these can be obtained
from the intranet or HR)
-
VAT receipts are obtained and attached to the travel claim form to enable the
Authority to reclaim VAT
-
they are familiar with and comply with the Driver Policy and Handbook
CAR ALLOWANCES
North Norfolk District Council recognises that employees will be required to use their own
motor vehicle for the efficient performance of their duties and that it is appropriate to
reimburse for additional authorised expenditure.
All employees are designated as casual users unless their post attracts an essential car user
allowance or they are currently in receipt of either a lease car or cash equivalent payment.
44
ESSENTIAL USER ALLOWANCES
Essential users are those whose duties are of such a nature that it is essential for them to
have a motor car at their disposal whenever required. If the employee uses a private car in
carrying out those official duties then they shall be entitled to receive the lump sum
allowance and mileage rates set out in this policy.
To determine eligibility to an essential car user allowance, the Essential Car User
Assessment Form (obtained from HR) must be completed by either the line manager (for
vacant posts) or the postholder. The assessment form will be scored by HR and eligibility will
be confirmed or declined based on that assessment. If the postholder is not satisfied with the
outcome, they can request an assessment by a Corporate Director in consultation with
UNISON. A record of the request and scoring will be kept on the post file and where
appropriate, the personnel file.
The essential car user allowance will be paid to all employees whose eligibility is confirmed
and they will receive a lump sum in accordance with their terms and conditions of
employment along with the approved mileage rate for claimed business miles undertaken.
Eligibility for essential car user status will be checked annually via completion of the car
allowance scheme assessment form and if the post does not meet the criteria for this
allowance, it will be removed immediately and the employee will be re-designated as a
casual user. The employee will be entitled to appeal this decision and eligibility will be
rechecked and the decision confirmed by a Corporate Director in consultation with UNISON.
CASUAL USER ALLOWANCES
Casual users are those for whom it is desirable that a car should be made available when
required and as such are eligible to receive the appropriate mileage rate set out in this
policy.
ALLOWANCES AND MILEAGE RATES
See Appendix A – please note these rates are reviewed and where appropriate, updated
and published annually.
CAR LOAN SCHEME
Employees may apply to the Authority for a loan to purchase a vehicle if it is deemed
necessary by a Corporate Director for them to use a vehicle for work purposes. Details of the
scheme can be obtained from the Payroll Officer.
45
OTHER MILEAGE RATES
Lease car scheme
Training1
Motorcycle
Cycle
Car sharing-
-
15.47 pence per mile
15.47 pence per mile
24 pence per mile
20 pence per mile
5 pence per mile (not per person(s) carried)
MILEAGE CLAIMS
All claims must be submitted on the appropriate claim form and passed to Payroll for
payment within 3 months of undertaking the journey/expenditure. All claim forms are to be
authorised by the appropriate authorised line manager according to the „authorised
signatories list‟. See Appendix B for details of what can be included in a mileage claim.
Failure to submit a claim within 3 months of undertaking the journey would mean that,
except under exceptional circumstances, the claim would not be met.
OTHER ALLOWANCES
SUBSISTENCE2
Subsistence will be paid to employees who necessarily incur additional expense in the
course of their work. Reimbursement will be on the actual cost incurred up to the maximum
amount shown below. This is subject to producing a receipt which shows the actual cost of
the meal. Maximums are:Breakfast
Lunch
Tea
Evening meal
-
£6.88 (Where work/travel commences before 7.30 am)
£9.50 (When away for entire lunch period 12.00 – 14.00)
£3.76
£11.77 (When work/absence extends beyond 7.30 pm)
OVERNIGHT ALLOWANCES
Overnight
£3.63
Max per week
£14.55
Any exceptions to the above (subsistence and overnight allowances) would need to be
agreed in advance with a Corporate Director.
LINK TO OTHER RELEVANT POLICIES
1.
Driver Policy and Handbook – employees are required to comply with the
requirements of this policy.
2.
Environmental Policy – found within the Environmental Sustainability Strategy and
Implementation Plan.
3.
Green travel Plan.
MONITORING
This policy will be reviewed, updated and published on an annual basis by the Head of
Organisational Development in line with the national agreement or as required by the
Authority.
1
2
There is a specific claim form for qualification based training – speak to HR for details
Rates are updated annually and are correct with effect from April 2010
46
APPENDIX A
TRAVEL RATES3
Casual User Rate
Mileage:Per mile first 10,000
Per mile after 10,000
52.2p
14.4p
Essential User (based on NJC rates for 1000-1199cc band)
Lump sum
£963 per annum (paid pro-rata on a monthly basis)
Mileage:Per mile first 10,000
Per mile after 10,000
40.9p
14.4p
APPENDIX B
MILEAGE CLAIMS
Mileage claims can be made as follows:-
3
1.
Journeys from home to first visit:
a) If the mileage is less than that from home to work base then no claim is made
b) If the mileage is more than that from home to work base then excess mileage
can be claimed
2.
Journeys from last visit to home:
a) If the mileage is less than work base to home then no claim is made
b) If the mileage is more than that from work base to home then the excess
mileage can be claimed
3.
Extra journeys out of hours:
When work is undertaken that results in additional journeys out of normal hours
then the extra mileage may be claimed
Rates are updated annually and are correct with effect from April 2010
47
Appendix F
Pensions, Retirement and
Discretionary Compensation Payments
Policy Statements
-
Equalities Statement
North Norfolk District Council wishes to promote equality and has a number of obligations
under equality legislation. All employees are expected to adhere to this procedure in line with
these obligations. Reasonable adjustments or supportive measures should be considered to
ensure equality of access and opportunity regardless of age, gender, gender reassignment,
pregnancy, maternity, race, ethnicity, sexual orientation, marriage, civil partnership,
disability, religion or belief.
General Introduction
Since 1997, Local Government Pension Scheme (LGPS) legislation has required all local
authority employers to publish a written Policy Statement on how it will exercise the various
discretions provided by the scheme; to keep it under review; and to revise it as necessary.
This policy statement is outlined below:
In developing these Policy Statements it is important to clarify that:
a. The Policy Statements confer no contractural rights in relation to the Local
Government Pension Scheme and discretionary compensation payments.
b. The Policy Statements may be changed by the Council at any time.
c. These policies should not restrict the Council‟s discretion. There may be
circumstances where the Council may decide to make an exception to any of these
particular policies. Any exceptions to a policy contained within these Policy
Statements will only be made following consultation with the Council‟s Monitoring
Officer.
It should be noted that any future changes to this policy statement will only become effective
one month after the revised policy statement is published.
The policies incorporated within this Policy Statement include:
1)
2)
3)
4)
General policy - retirement
Policy relating to flexible retirement
Statements relating to the exercise of discretionary powers under the LGPS
Discretionary compensation payments policy
It is important in considering this document to note the following: All decisions relating to the operation of the policies outlined in this document are delegated
to the Corporate Leadership Team, Leader and Cabinet Member for Human Resources
following consultation with the Council‟s s151 Officer, Monitoring Officer and the Head of
Organisational Development.
1)
General Policy - retirement
48
The Council‟s policy relating to employee retirement is:
a. Employees who wish to retire from their employment are required to give notice of
their intended date of retirement to their manager in writing. The length of notice
required must be at least the same as the notice required to resign from employment.
However, employees are encouraged to give an early indication of their planned
retirement date.
b. Retirement from employment does not establish entitlement to either occupational or
state pension benefits. Equally this policy does not change an employee‟s
entitlements as a member of an occupational pension scheme. Employees who are
members of the LGPS are advised to seek advice about the impact of their planned
retirement date on their pension benefits. This is particularly important where the
employee is planning on retiring either earlier or later than their Normal Retirement
Age4.
c. Employees who are members of the LGPS can elect to retire and receive their
benefits between the ages of 55 to 75 (subject to the provisions of this policy).
2)
Policy Relating to Flexible Retirement
Flexible retirement occurs where an employee draws their pension and carries on working,
either at a lower grade and or on reduced hours. It is available to LGPS members who are
aged 55 or over, and who with the Council‟s consent reduce their hours or grade. Subject to
necessary approvals, such employees will be able to draw their local government pension
whilst continuing to work. In addition they can remain in the LGPS until the day before their
th
75 birthday, building up further benefits in the scheme. In all cases, employees must
receive advice as to how flexible retirement will affect their net pay and pension entitlement.
This is important, as an employee‟s pension will normally be actuarially reduced if paid
before their Normal Retirement Age.
4
Normal Retirement Age is the same as the employees State Pension Age – with 65 as the earliest age.
49
3)
Statement Relating to the Exercise of Discretionary Powers under the LGPS
Since 1997, the LGPS has required the Council to issue a written policy statement on how it
will exercise the various discretions provided by the scheme; to keep it under review; and to
revise it as necessary.
These discretions are outlined below and it is compulsory for the Council to make an
individual decision for each of the first five discretions (a – e) and outline these decisions in
the Council‟s Policy Statement. It is also a legal requirement that the employer has regard to
the extent to which the policy on exercising these five discretions might lead to a serious loss
of confidence in public service. The remaining discretions are not compulsory but are
recommended by the Norfolk Pension Fund (F-M).
Compulsory Items as required under Regulation 60(1) of the LGPS (Administration)
Regulations 2013 and Regulation 66(1) of the LGPS (Administration) Regulations
2007.
a)
Funding of Additional Pension: Regulation 16(2e) 16(4d)
An employer may fund wholly, or in part, a members additional pension contract
(APC). The payment can be paid by regular contributions or a lump sum.
The Council will not exercise this discretion. However where an APC is used to cover a
period of unpaid leave North Norfolk District Council is required to automatically pay 2/3rds
of the cost with the member paying the rest providing the APC request is made within 30
days of the member returning from leave.
b)
Awarding Additional Pension: Regulation 31
An employer may increase a member’s benefits by awarding additional
pension up to a maximum of £6,500 pa from April 2014.
The Council will not exercise this discretion.
c)
Flexible Retirement: Regulation 30(6)
An employer may give consent for a member aged 55 or more who reduces their
grade or hours of work (or both) to receive all or part of their LGPS benefits
immediately, even though they haven’t left its employment. By taking their pension
benefits early an employee may incur a reduction in their benefits. In some cases
there will be no reduction for the employee and the cost of the early retirement will
therefore be borne by the Council.
The Council has decided that:
 Flexible retirement will be allowed only in circumstances where it is demonstrated to
be in the Council’s long term interests
 Each case will be considered on its merits. Before a decision is made, the Council
must be informed of the full economic cost of granting flexible retirement
(Note:- the above decisions are delegated to the Corporate Leadership Team, Leader and
Portfolio Member for Human Resources following consultation with the Council’s s151
Officer and the Head of Organisational Development.)
d)
Waiving of Actuarial Reduction: Regulation 30(8)
50
If the benefits payable on retirement before normal pension age would normally be
reduced for early payment, the employer may agree to waive all or part of the
reduction.
The Council has decided that: The waiving of actuarial reductions may be specifically applied to cases which are
being considered as an employer consent on compassionate grounds
 Each case will be considered on its merits. Before a decision is made, the Council
must be informed of the full economic cost of waiving all or part of the reduction
(Note:- the above decisions are delegated to the Corporate Leadership Team, Leader and
Portfolio Member for Human Resources following consultation with the Council’s s151
Officer and the Head of Organisational Development.)
e)
Early Payment of Pension: Regulation 30 of LGPS (Benefits, Membership and
Contributions) Regulations 2007 (2 parts to this)
(1) An employer may give consent for a member aged 55 or more who has left its
employment prior to April 2014 without an entitlement to immediate LGPS benefits to
receive them straight away regardless.
(2) If the benefits payable would normally be reduced for early payment, the employer
may agree to waive all or part of the reduction on compassionate grounds.
The Council has decided that: Each case will be considered on its merits. Before a decision is made, the Council
must be informed of the full economic cost of waiving all or part of the reduction
(Note:- the above decisions are delegated to the Corporate Leadership Team, Leader and
Portfolio Member for Human Resources following consultation with the Council’s s151
Officer and the Head of Organisational Development.)
Non-Compulsory Items in the 2013 Regulations
f)
Membership Aggregation: Regulation 22(7b)(8b)
A member who transfers from another LGPS employer, either directly or after a break,
must aggregate the two periods of membership provided they do so while still an
active member in the new post. The member has twelve months from the aggregation
to opt to keep their periods of membership separate.
The Council requires any request to aggregate LGPS membership to be made within the
twelve months time limit.
g)
Shared Cost AVCs: Regulation 17(1)
An employer may contribute towards a Shared Cost AVC Scheme.
The Council will not contribute towards a Shared Cost AVC Scheme.
h)
Forfeiture of Pension Rights: 19(2), 91, 92, 93
If a member leaves as a result of a conviction for an offence in connection with their
LGPS employment or as a result of their own criminal, negligent or fraudulent act in
connection with that employment, the employer has discretion (within the terms of
these regulations) to direct that all or part of their LGPS pension rights should be
forfeited and/or paid over to the employer or specified dependants of the member.
The Council will exercise this discretion depending on the circumstances of the case. These
decisions are delegated to the Corporate Leadership Team, Leader and Portfolio Member
51
for Human Resources following consultation with the Council‟s s151 Officer, Monitoring
Officer and the Head of Organisational Development.
i)
Appointment of Adjudicator for Member Disagreements Regulation 74(1)
There is a three-stage dispute procedure for members who disagree with any LGPS
decision made by their employer. The first stage is handled by an independent person
appointed by the employer. Second Stage appeals are dealt with by the administering
authority, Norfolk County Council. The third and final stage is an appeal to The
Pensions Ombudsman.
The Council appoints the Monitoring Officer as the independent person to deal with the first
stage of any disagreement between a LGPS member and the Council.
j)
Transfers of Pension Rights: Regulation 100(6)
A member who has previous pension rights in a different pension scheme* may
transfer them into the LGPS provided they opt to do so within twelve months of
joining it. The employer has discretion to extend the twelve months time limit.
The Council will not use the discretion available to it to extend the twelve month application
period.
*This does not include rights in the LGPS, which are dealt with under f).
k)
Members’ Contribution Rates: Regulation 9(3)
Employers are required to allocate employees into the appropriate contribution band
for 2014/15 and every financial year from then on. If a member’s pay moves into a
different band during the financial year, the employer has the discretion to implement
the new band immediately.
The Council will use the contribution rate defined in the regulations and apply it to staff who
are members of the pension scheme in accordance with their pensionable pay*. The
contribution rate is assessed on a monthly basis based on the employees pensionable pay.
*There is a new definition of pensionable pay in the regulations which includes all payments
made to an employee (with the exception of a limited few items) including, but not limited to,
non contractual overtime and/or additional hours.
l)
Temporary reduction in contributions – the 50/50 option
The 50/50 option is designed to be a short term temporary arrangement during times of
hardship, and allows employees to given written notice to pay half the contributions and
accrue pension benefits at half the normal rate. The Council will pay contributions at the
100% rate in line with the regulations.
Non-Compulsory Items in the 2008 Regulations
m)
Membership Aggregation: Regulation 16(4)(b)(ii)
A member who transfers prior to 1st April 2014 from another LGPS employer,
either directly or after a break, may opt to aggregate the two periods of
membership provided they do so while still an active member in the new post
and within twelve months of joining.
52
The Council requires any request to aggregate LGPS membership to be made within
the twelve months time limit.
4)
Discretionary Compensation Payments Policy (Required by The Local
Government (Early Termination of Employment) (Discretionary Compensation)
(England and Wales) Regulations 2006)
The Council can exercise certain discretions under the LGPS. In addition, if it is necessary to
declare posts redundant or consider early retirement, the Council can compensate
employees under the provisions outlined in the above regulations.
Therefore, under this policy the Council will:
a)
In the case of redundancy operate with its general policy which is outlined in the
Redundancy policy
b)
Discretionary compensation for redundancy:- calculate redundancy pay using the
statutory redundancy calculator, the actual weekly rate of pay multiplied by 1.5 weeks for
each year of completed local government service (up to a maximum of 45 weeks pay). This
compensation will be payable in the form of a lump sum with any statutory redundancy
payment offset against the discretionary award
c)
Where a business case has been agreed pay a one-off payment, based on the merits
of each individual case, up to a maximum permitted under the new regulations (i.e.104
week‟s pay calculated on a sum up to the employees actual week‟s pay). Only in exceptional
cases would the payment exceed 45 weeks pay (the maximum proposed for redundancy
cases)
d)
The Council will aim to achieve a payback period of up to 3 years to cover associated
costs.
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