Monitoring

11.1 The City Council will measure the performance of the BDP by assessing how effective its policies are in delivering the vision and objectives.

11.2 The main mechanism for reporting on the performance of the Plan will be the Authorities' Monitoring Report. However it should be noted that not all indicators are appropriate for annual monitoring.

11.3 The indicators that will be used in monitoring the Plan are listed below. These will be monitored in line with targets set out in the policies.

11.4 In addition to these indicators the Council will also monitor the significant effects indicators set out in the Sustainability Appraisal.

Monitoring and promoting the achievement of growth targets

Introduction

11.5 The Council will monitor progress towards the achievement of key targets set out in policy PG1. Monitoring is required to ensure that the approach set out in the Plan continues to be relevant and effective. Regular monitoring will include analysis of data and trends and reviews of the evidence base. It provides the basis to trigger a review of actions, strategies and policies to reflect changing circumstances.

The City Council will monitor progress annually towards the achievement of the key targets for growth (housing, including affordable housing, employment, offices and retail) set out in policy PG1. In the event that the supply of land falls significantly behind that required to achieve these targets, the Council will undertake a full or partial review of the Plan in order to address the reasons for this.

Key indicators which would trigger a review are:

A failure to provide a 5 year housing land supply in any monitoring year with the following 2 monitoring years indicating no recovery in the position.
Housing completions fall more than 10% beneath the targets in the housing trajectory over any rolling 3 year period.
A failure in any monitoring year to provide the minimum reservoir of best quality employment land with the following 2 monitoring years indicating no recovery in the position.
An inadequate supply of sites for offices to meet the targets set in the Plan.
An inadequate supply of retail sites to meet the targets set in the Plan.

The Council will also play an active role in promoting, and monitor progress in, the provision and delivery of the 37,900 homes required elsewhere in the Greater Birmingham Housing Market Area to meet the shortfall in the city. This will focus on:

The progress of neighbouring Councils in undertaking Local Plan reviews to deliver housing growth to meet Birmingham’s needs.
The progress of neighbouring Councils in delivering the housing targets set out in their plans.
The extent to which a 5 year housing land supply is maintained in neighbouring areas.

If it becomes clear that progress is falling short of the level required, the Council will undertake a review of the reasons for this, and if this indicates that it is necessary to reassess the capacity for housing provision in Birmingham, a full or partial review of this Plan will be undertaken.

Key indicators which would trigger this are:

Failure of a relevant Council to submit a replacement or revised Local Plan, providing an appropriate contribution towards Birmingham’s housing needs, for examination within 3 years of the adoption of this Plan.
Failure of Councils within the Greater Birmingham Housing Market Area to maintain a 5 year housing land supply in any monitoring year with the following 2 monitoring years indicating no recovery in the position.
Housing completions within the Greater Birmingham Housing Market Area fall more than 10% beneath the planned targets in housing trajectories over any rolling 3 year period.

Implementation

	Local/ National Funding	Partnerships	CPO	CIL/ Section 106	Planning Management	Other Local Plan/ SPD/Regeneration Framework
Policy TP48	✔	✔		✔	✔	✔

POLICY	MONITORING INDICATORS
PG1 Overall Levels of Growth	Net/gross dwelling completions in the City Council area. Net/gross dwelling completions in other Council areas that contribute to meeting the City’s housing need. Employment land developed. Retail floorspace completed (comparison and convenience). Office floorspace completed. Major waste management facilities completed. Development pipeline information in relation to residential, employment, retail and office development. Population and employment change.
PG2 Birmingham as an International City	Major investments attracted and international events held. Ranking in relevant monitors (e.g. European Cities Monitor).
PG3 Place-making	See indicators TP12 and TP30.
GA1-GA10 Growth Areas	Development completed in each area. Development pipeline position in each area.
TP1 Reducing the City’s Carbon Footprint	See indicators for TP3, TP4, TP5, TP13 and TP39. Reduction in CO2 emissions from 1990 levels.
TP2 Adapting to Climate Change	See indicators for TP6, TP7 and TP8.
TP3 Sustainable Construction	Number of new homes meeting zero-carbon standards. Number of commercial developments meeting BREEAM standard excellent. Number of existing homes adapted through Birmingham Energy Savers.
TP4 Low and Zero Carbon Energy Generation	Number of new homes and commercial developments connected to CHP or other forms of low or zero-carbon energy generation.
TP5 Low Carbon Economy	Low-carbon initiatives supported.
TP6 Managing Floodrisk	Number of developments approved against Environment Agency advice in relation to floodrisk.
TP7 Green Infrastructure Network	Proposals approved resulting in a loss of green infrastructure. New green infrastructure provided.
TP8 Biodiversity and Geodiversity	Number of development proposals approved within or adjoining designated sites (SSSIs, NNRs, LNRs SINCs and SLINCs). Number and area of designated sites. Number of approved development proposals adversely affecting or providing positive enhancement to the integrity of the wider ecological network (non-designated wildlife corridors and stepping stones).
TP9 Open Space, Playing Fields and Allotments	Percentage of population within the distance thresholds set in the policy. Open space/playing fields/allotments lost to development. New open space/playing fields/allotments created.
TP10 Green Belt	Number of applications approved as an exception to the policy.
TP11 Sports Facilities	Sports facilities lost to other forms of development. New sports provision created.
TP12 Historic Environment	Number of designated heritage assets (Scheduled Ancient Monuments, Listed Buildings, Registered Parks and Gardens, Conservation Areas). Number of applications approved adversely affecting or providing positive enhancement to a designated heritage asset or its setting Number of heritage assets recorded in the Historic Environment Record. Number of investigations added to the Historic Environment Record. Number of structures added to the local list. Number of completed Conservation Area Appraisal and Management Plans. Number of heritage assets at risk.
TP13 Sustainable Management of the City’s Waste	Tonnage of waste produced in Birmingham, by methods of disposal. Capacity of waste treatment facilities within Birmingham.
TP14 New and Existing Waste Facilities	New waste facilities approved/constructed that meet location requirements. Proposals approved leading to the loss of waste facilities.
TP15 Location of Waste Management Facilities	Land available for development for waste treatment purposes in line with criteria in the policy.
TP16 Minerals	Number of applications submitted which require a minerals investigation.
TP17 Portfolio of Employment Land and Premises	Employment land developed by category. Land availability by category.
TP18 Regional Investment Sites	Land developed in each RIS. Permissions granted for uses outside those specified in the policy.
TP19 Core Employment Areas	Employment development within Core Employment Areas. Major investments in improving infrastructure within or serving Core Employment Areas. Loss of land within Core Employment Areas to non-employment uses.
TP20 Protection of Employment Land	Loss of employment land to alternative uses. Permissions granted for non employment uses on employment land.
TP21 The Network and Hierarchy of Centres	Comparison retail, office and leisure developments completed in, on the edge of and out of centre. Progress towards growth levels proposed for each centre. Development pipeline information in relation to the above. Major investments in infrastructure/public realm etc. within centres.
TP22 Convenience Retail Provision	Convenience retail completions in, on the edge and out-of-centre. Development pipeline information in relation to the above.
TP23 Small Shops and Independent Retailing	Changes in numbers of small shops and independent retailers.
TP24 Promoting a Diversity of Uses within Centres	Number of applications determined in line with/contrary to the Shopping and Centres SPD. Changes in the range of uses within centres.
TP25 Tourism and Tourist Facilities	Hotel completions and pipeline. Major tourism schemes completed/approved. Number of tourists visiting the city.
TP26 Local Employment	Number of schemes approved with local recruitment or supply chain targets.
TP27 Sustainable Neighbourhoods	No specific indicators, but indicators for policies TP3, TP4, TP5, TP7, TP30, TP31 and TP44 will be relevant.
TP28 The Location of New Housing	Number of residential schemes approved not complying with the specific criteria in the policy. Completions by greenfield/brownfield location.
TP29 The Housing Trajectory	Annual net dwelling completions.
TP30 The Type, Size and Density of New Housing	Completions by number of bedrooms. Completions by dwelling type (apartment/house). Completions by density in relation to the targets set in the policy.
TP31 Affordable Housing	Completions by tenure and delivery mechanism (eg. S106): - In the City Council area. - In other Council areas that contribute to meeting the City’s affordable housing needs. Commuted sums secured.
TP32 Housing Regeneration	Net/gross housing completions within each area.
TP33 Student Accommodation	Purpose-built Student Accommodation Completions by bed space and cluster. Pipeline information.
TP34 Provision for Gypsies, Travellers and Travelling Showpeople	Pitches provided (transit and permanent). Pipeline information.
TP35 The Existing Housing Stock	Vacancy levels. House conditions.
TP36 Education	New school provision completed/approved. Number of children in ‘basic need’ of school provision.
TP37 Health	New health facilities approved/developed. See also indicators for TP9, TP11, TP39 and TP40.
TP38 A Sustainable Transport Network	Modal split information. See also indicators for TP39 and TP40, TP41 and TP42.
TP39 Walking	Pedestrian priority schemes delivered. Number of accidents involving pedestrians.
TP40 Cycling	Extensions delivered to cycle network. Percentage of trips made by cycle.
TP41 Public Transport	Rail, rapid transit and bus enhancements delivered. Percentage of trips by public transport.
TP42 Freight	Development involving or loss of inter-modal freight transfer facilities.
TP43 Low Emission Vehicles	Number of charging points provided.
TP44 Traffic Congestion and Management	Progress in delivering priority improvements. Changes in journey times. Numbers of people killed or injured in road accidents.
TP45 Accessibility Standards for New Development	Percentage of major developments meeting specified accessibility standards.
TP46 Digital Communications	Availability and speed of high speed internet access.

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