Carter Jonas' Katy Davis talks about the importance of participating in local planning consultations, making representations and getting sites allocated when considering strategic estate decisions, in particular in healthcare and education environments

1. Planning – Navigating your way through the system
Katy Davis

2. University and
Healthcare Estates

3. University and
Healthcare Estates
Rationalisation
Consolidation
What is surplus to requirements?
Phasing
Release and disposal

4. Importance of the
Planning System
Policy-making
Decision-taking
Legislation:
 Planning Acts
 Localism Act
 Permitted Development Rights
 Regulations
Affected by political cycles and stakeholder agendas

5. The Local Plan Process
Monitor the emerging Local Plan process
Local plans are reviewed approximately every five years
Policy documents:
 Local Plan
 Site Allocations
 Development Management
 Planning Brief
Consultation opportunities:
1. Call for Sites
2. Issues and Options
3. Preferred Options
4. Pre-Submission
5. Examination

6. Influencing
Planning Policy

7. Planning Applications
• Drawings
• Design & Access Statement
• Planning Statement
• Viability Assessment
• Transport Assessment
• Flood Risk Assessment
• Heritage Assessment
• Daylight/Sunlight Report
• Noise Assessment
• Tree Survey
• Ecology Survey
• Energy Statement
• Health Impact Assessment

8. Stakeholder
Engagement
 Staff, employees and residents
 Residents’ Associations
 Amenity Societies
 Heritage Societies
 Parish/Town Councils
 Councillors

9. Summary
 Monitor and engage with the emerging Local Plan process
 Submit representations to secure flexible allocations for other uses to assist with
estate efficiency and to maximise returns to reinvest
 Consult with staff and local residents early-on in the planning process and keep them
informed throughout
 Allow sufficient time for the preparation and determination of a planning application

10. © 2014 Carter Jonas
Katy Davis
katy.davis@carterjonas.co.uk