North Walsham, Norfolk Project Engagement Plan May 2011 1 INTRODUCTION North Norfolk District Council (NNDC) has requested the support of ATLAS to assist them with respect to the proposed project at North Walsham. The purpose of this Project Engagement Plan (PEP) is to set out: The role & purpose of ATLAS ATLAS, AS including the team’s overall vision and objectives [Section 2]; Operating principles including our approach to Quality Assurance and project disengagement (Section 3); Engagement expectations of both ATLAS and the LPA [Section 4]. An initial project appreciation appreciation and the key planning & development issues [Section 5]; and The ATLAS response, response with respect to the team members assigned to the project, defined tasks, and anticipated outcomes [Section 6]. It is anticipated that this document becomes the core formal record of ATLAS engagement, and should be treated as a ‘live’ document that will need to be updated as the project progresses. It has no formal statutory or legal status but in effect sets out a basic Memorandum of Understanding between NNDC and ATLAS as to how ATLAS will engage and provide support in respect of the North Walsham project. 2 3 ATLAS OPERATING PRINCIPLES The following core principles underpin the nature of ATLAS engagement in project work: THE ROLE & PURPOSE OF ATLAS The following overall mission statement underpins the operation of the ATLAS service: “To secure the timely delivery of high quality sustainable development through effective planning processes, collaborative working and the promotion of good practice.” This vision will be met by addressing the following objectives: Improving the speed and quality of outcome in bringing forward major planning & regeneration projects across all sectors of the planning /development community; North Walsham Project Engagement Plan (May 2011) Advisory Team for Large Applications (ATLAS) Acting as a partner to Local Authorities and an independent reviewer of major applications and related issues; Increasing the knowledge and expertise within Local Authorities to handle large applications; Helping local planning authorities to develop better and more consistent interaction with the development industry and key stakeholders; Ensuring the lessons learnt from ATLAS' work are disseminated widely to local planning authorities and the wider development community; and Contributing to the establishment of a collaborative planning system based on the principles of holistic sustainable development, spatial planning and development management. ATLAS provides an ‘enabling service’ taking the role as “critical friend” of the LPA; Whilst working with the LPA first and foremost, ATLAS will endeavour to work openly with other key stakeholders in particular the private sector to build trust and our ability to influence; The LPA or any other project partner is under no statutory obligation to follow the advice we provide; Advice we provide is for the benefit of all, under an overall ethos that the ‘project’ is the client; ATLAS will aim to enable and support the project partners to deal with and resolve issues as they arise based on the knowledge and experience of the team; ATLAS does not provide a direct case officer style resource, although will in some cases offer to undertake specific pieces of work if the project requires it; Our advice can be given direct and solely to LPA and retained confidentially if considered necessary in the interest of the project or commercial sensitivity; However, ATLAS promotes that a collaborative, open and transparent process is followed by all parties and as such would seek to avoid the need for confidentiality where possible; 1 The advice we provide will be impartial and independent – we will say it as we see it which may or may not support the position being taken by any specific stakeholder (including the LPA); ATLAS will not charge for its services; ATLAS will always endeavour to provide it’s independent opinion, but will not become the final decision maker on issues as these must reside with the relevant accountable body; and ATLAS retains the right to disengage from any project without recourse, but will only do so under certain circumstance (see below). 4 ENGAGEMENT PRINCIPLES & EXPECTATIONS Expectations of ATLAS LPAs and other project partners can expect the following from ATLAS staff during the course of engagement: ATLAS Quality Assurance ATLAS is committed to providing a quality professional service and has several processes in place to evaluate the delivery of the service. Such measures include: An independent evaluation process whereby all ATLAS project partners are interviewed regularly (by external independent consultants) to assess ATLAS performance against defined tasks; An opportunity for project partners to provide feedback directly to ATLAS on performance at any time during project engagement; and A formalised disengagement process to consider the overall value of ATLAS engagement and any lessons-learned. Expectations of the LPA By engaging with ATLAS, the following will be expected from the LPA: Disengagement ATLAS reserves the right to disengage from any project although would seek to ensure that this only occurs where and when appropriate, most likely under the following circumstances: All ATLAS tasks are completed; The project ceases (i.e. developer pulls out); If tasks are proving unachievable or taking an unreasonable level of resource compared to project progress or added value; Lack of trust or support of ATLAS advice; or On request of the Local Authority who retains the right to at any time request ATLAS to disengage. North Walsham Project Engagement Plan (May 2011) Advisory Team for Large Applications (ATLAS) ATLAS will seek to formally agree and record tasks and activities as required by the project; ATLAS will respond to requests for assistance in a reasonable and timely manner; ATLAS will maintain comprehensive written and electronic records of advice and correspondence, available to the LPA during or post engagement; ATLAS will endeavour to provide advice and assistance based on good and best practice; and ATLAS will operate with discretion and courtesy; and will provide honest and open advice at all times. The LPA will act in an honest and transparent manner, ensuring that ATLAS is aware of and if necessary involved in all matters that will influence the tasks ATLAS have been set or the progression of the project; Where necessary the LPA will facilitate ATLAS engagement with other LA corporate and partner organisations and individuals when requested and as necessary to assist project progression; The LPA will be required to respond to and engage with an independent evaluation process of ATLAS on request by consultants appointed to undertake this task on an ongoing basis; On disengagement, the LPA will be requested to complete a proforma to review the scope and quality of ATLAS engagement and in the majority of cases attend a formal disengagement meeting; The LPA should endeavour to learn and build their knowledge and internal capacity through ATLAS engagement. 2 grounds of loss of employment land (prior to the SA allocation). 5 PROJECT APPRECIATION On the basis of an initial assessment and discussions held to date, ATLAS has identified the following key planning and development issues relating to this project: North Norfolk District Council (NNDC) has an adopted Core Strategy and has recently adopted its Site Allocations DPD (February 2011). The Site Allocations (SA) document identifies a number of large scale and complex sites for development of which Norwich Road, North Walsham is one. North Walsham is the largest settlement in the district with approximately 12,000 people and is identified as a Principal Settlement for growth in the Core Strategy. Over the past two decades or so the town has experienced a loss of local manufacturing employment with subsequently more out commuting and greater reliance on Norwich for employment opportunities. There is also a need to retain and attract young people to live in the town, and to provide more affordable homes. The Norwich Road allocation provides the potential to deliver new market and affordable homes as well as retained /new employment opportunities close to the railway station and the town centre. The site is 24.5 hectares comprising a former cannery (land now cleared), open fields and existing uses (an operational garden centre and other business which would remain on site in the short term at least). The SA allocates the whole site for 400 dwellings, 5 Ha of employment, 4 Ha of open space and car parking facilities for the railway station. It is also relevant that the site is affected by the British Pipeline Agency gas condensate facility on the other side of the railway line, which is a CoMAH site. The HSE consultation zones associated with this facility impacts on land uses and residential densities. There are seven different land owners on the site. The former cannery site is owned by a regional house builder, Hopkins Homes, and the promotion of the development on the whole allocation is being led by them. In 2008 an appeal by Hopkins Homes on the former cannery site was dismissed on the North Walsham Project Engagement Plan (May 2011) Advisory Team for Large Applications (ATLAS) Through working closely with the HCA, NNDC has completed a Local Investment Plan and the site is identified as a priority. Funding is sought by NNDC from the HCA Local Investment Plan programme to help fund a masterplan process and contribute to remediation measures. Specific issues Whilst there is an adopted policy framework for the site, there is not currently a clear or fully formed vision and set of objectives for how the site will be developed. It is considered beneficial for NNDC to establish this and then work closely with the developer to establish a shared vision for the site. The different ownerships could potentially undermine a comprehensive and coherent development of the site. NNDC need to build on this progress by seeking to create a framework for joint working between all the land owners and the Council. NNDC has set up a Major Developments team. There is the need to build on this approach by setting up a clear project management structure for the application. In particular, the following should be managed: key responsibilities, key issues to tackle, pre application discussions, timetable and programming and milestones and meeting dates. A well managed and collaborative masterplanning process would help ensure a comprehensive and coherent development of the highest quality possible. It would also help address infrastructure requirements and the physical constraints. In this regard NNDC may benefit from further skills and resources and help with establishing a joint process with the applicant. Going forward, it may be helpful to have an independent review of the application documents to ensure consistency with the agreed masterplan. It is evident there will be challenges to the viability of the development. There are physical constraints, such as the impact of the BPA site and any clean up of the brownfield site, and policy requirements, 3 including 45% affordable housing, the station car parking and the open space, which impact on costs and values to be achieved. The key issue is to establish an open and collaborative process with the landowners to establish an acceptable form of development and package of S106 contributions. 6 ATLAS ATLAS Tasks The table below sets out the tasks that ATLAS is undertaking in respect of this project. It is anticipated that this list will be expanded and updated as the project progresses. In particular, tasks relating to masterplanning, viability and phasing/land ownership issues can be defined and identified if necessary. THE ATLAS RESPONSE Table 6.1: ATLAS Tasks Proposed ATLAS Team Team Based upon an understanding of the issues, ATLAS proposes to assign the following team to assist NNDC in this project: Darren Bell (Dissemination Manager) will act as the key liaison and project manager on behalf of ATLAS and will provide planning and process advice; Robert Smith (Operations Manager) will provide additional support and a strategic overview. 1. 2. In addition, should the need arise during the course of the project, ATLAS may also call on: Paul Evans Environmental Sustainability Specialist Tim Tim Chapman, Chapman Sustainable Communities Specialist Karl FitzGerald, FitzGerald Transport Specialist Deb Upadhyaya, Urban Design Specialist ATLAS Tasks Tasks Task: Visioning workshop for Officers of NNDC Description: Design and facilitate an interactive workshop that explores and defines NNDC’s vision and key development objectives for the site. Task Manager: Darren Bell Estimated Completion: Completion: June 2011 Task: Advice on project planning and approach to project management Description: Description Provision of advice re setting up a project management structure to guide evolution of proposals and mechanisms to engage and collaborate with applicant(s)/Consortium. Task Manager: Darren Bell Estimated Completion: Completion: June 2011 Anticipated Outcomes By carrying out these tasks ATLAS will seek to achieve the following outcomes: The above team members can be contacted via the following methods: Office Address: Advisory Team For Large Applications Central Business Exchange II 414-428 Midsummer Boulevard Central Milton Keynes MK9 2EA Enable the preparation of a robust masterplan and subsequent planning application(s) and a framework for its comprehensive assessment Enable the timely delivery of around 400 new homes for North Walsham to meet current and emerging housing need, employment uses and necessary supporting infrastructure; Provide advice and best practice examples to seek to improve quality of development; Establish a collaborative approach to engagement on major projects and between NNDC and developers; Increase capacity and confidence within NNDC to improve its ability to handle future large scale development proposals T 01908 353623 F 01908 353605 Darren Bell (Project Manager) E darren.bell@hca.gsx.gov.uk T 01908 353938 M 07767 007630 Project partners will be contacted through the independent evaluation process through which the North Walsham Project Engagement Plan (May 2011) Advisory Team for Large Applications (ATLAS) 4 impact of ATLAS support is assessed with reference to a number of general “added value measures”. ATLAS support to NNDC and it’s partners with respect to North Walsham is anticipated specifically to have positive impacts across the following defined measures (subject to future review): AV measure Definition Speeding the Process Assisting partners to reach the key project milestone (policy documentation/ planning permission) in a more efficient and timely manner Improving project management processes and procedures within Local Planning Authorities (LPA) and across the other partners involved in delivering projects Enhancing the sustainability and quality of development proposals, reflected in the quality of built form and the nature of the place that will be created. Improving relationships between key stakeholders and improving the way they interact with each other Building confidence, skills and knowledge in the individuals, and, when requested, the organisations involved to enable them to make more effective and efficient decisions in future Improving project management Improving quality of proposals and place Improving relationships Increasing capacity to deal with large scale development North Walsham Project Engagement Plan (May 2011) Advisory Team for Large Applications (ATLAS) 5