Case Reference: 3241644
Mid Sussex District Council • 2020-09-11
Decision/Costs Notice Text
1 other appeal cited in this decision
Available in AppealBase
•
Case reference: 3230827
South Oxfordshire District Council • 2019-12-27 • Allowed
Appeal Decision
Inquiry Held on 20-22, 24, 27, 28, 30, 31 July and 6 August 2020
Site visits made on 16 July, 7 and 16 August 2020
by Christina Downes BSc DipTP MRTPI
an Inspector appointed by the Secretary of State for Communities and Local Government
Decision date: 11 September 2020
Appeal Ref: APP/D3830/W/19/3241644
Site of the former Hazeldens Nursery, London Road, Albourne, West
Sussex BN6 9BL
• The appeal is made under section 78 of the Town and Country Planning Act 1990
against a refusal to grant outline planning permission.
• The appeal is made by [APPELLANT] against the decision of
Mid Sussex District Council.
• The application Ref DM/19/1001, dated 8 March 2019, was refused by notice dated 26
July 2019.
• The development proposed is an extra care development of up to 84 units (comprising
of apartments and cottages) all within Use Class C2, associated communal facilities. 2
workshops, provision of vehicular and cycle parking together with all necessary internal
roads and footpaths, provision of open space and associated landscape works, and
ancillary works and structures. Works to include the demolition of the existing bungalow
on the site.
DECISION
1. The appeal is allowed and outline planning permission is granted for an extra
care development of up to 84 units (comprising of apartments and cottages) all
within Use Class C2, associated communal facilities. 2 workshops, provision of
vehicular and cycle parking together with all necessary internal roads and
footpaths, provision of open space and associated landscape works, and
ancillary works and structures. Works to include the demolition of the existing
bungalow on the site on the site of the former Hazeldens Nursery, London
Road, Albourne, in accordance with the terms of the application, Ref
DM/19/1001, dated 8 March 2019, subject to the conditions in Annex C to this
decision.
PROCEDURAL MATTERS
2. A costs application was made by RV Developments Ltd and Notcutts Ltd against
Mid Sussex District Council. This is the subject of a separate Decision.
3. The application was made in outline form with access as the only matter to be
considered at this stage. It was accompanied by a Parameter Plan (drawing no:
RETI150215 PP-01 rev G) along with a detailed plan of the access and traffic
calming measures proposed along London Road (drawing no: 1701-56 SK08
rev B). Following discussion at the inquiry it was agreed that the Sketch Layout
(drawing no: RETI150215 SKL-04 rev J) should also be treated as an
application drawing.
Appeal decision: APP/D3830/W/19/3241644
4. At the request of the Appellants, I undertook an accompanied visit to Charters
Village, one of Retirement Villages’ extra care developments in East Grinstead,
West Sussex.
5. The proposal is supported by a Planning Obligation by Agreement (S106
Agreement) and a Planning Obligation by Unilateral Undertaking (UU). Just
before the close of the inquiry the Council and the Appellants were involved in
further discussions about the definition of Personal Care in the UU, amongst
other things. As a result, changes were made whereby the Council reviewed its
position and agreed that the proposed development would fall with Use Class
Use C2 rather than Class C3 in the Town and Country Planning (Use Classes)
Order 1987 (as amended). As a consequence, there was no longer a policy
requirement for affordable housing and the reason for refusal relating to that
matter was no longer pursued. In order to allow the completion and
engrossment of the legal documents, I agreed to a short extension of time
following the close of the inquiry.
6. The planning application was made with reference to Use Class C2 in the
description of the proposal. I was told that the Council would not validate it
unless this reference was removed, which the Appellants agreed to do although
by accounts not altogether willingly. In any event, as indicated in the preceding
paragraph there is now no dispute that the proposal would fall within Class C2
and so it remains in the description as originally submitted.
REASONS
PLANNING POLICY CONTEXT AND THE APPROACH TO DECISION MAKING
7. For the purposes of this appeal the relevant part of the development plan
comprises the Mid Sussex District Plan 2014-2031 adopted in March 2018 (the
MSDP) and the Albourne Parish Council Neighbourhood Plan made in
September 2016 (the ANP). I do not consider that there are any pertinent
saved policies or allocations in the Mid Sussex Local Plan (2004) or the Small
Scale Housing Allocations Development Plan Document (2008) in this case. I
return to this briefly below. The West Sussex Joint Minerals Local Plan (2018) is
agreed by all parties not to be relevant.
8. It is the Appellants’ case that the presumption in favour of sustainable
development applies as set out in paragraph 11 of the National Planning Policy
Framework (the Framework). This is on two counts each of which is considered
below. The first is that the development plan itself is not up-to-date. If that is
the case, then the Appellants agree that paragraph 11c) could not apply. The
second is that the basket of most important policies for determining the
application are out-of-date because they are inconsistent with Framework
policies. It is agreed between the main parties that the Council is able to
demonstrate a five-year supply of deliverable sites to meet its housing
requirement.
Whether the development plan as a whole is up-to-date
9. The Council has chosen to adopt a two-stage approach whereby the MSDP only
includes strategic allocations, with the smaller housing sites to be identified
through a Site Allocations Development Plan Document (SA DPD) and
neighbourhood plans. Policy DP4 in the MSDP anticipates the former document
Appeal decision: APP/D3830/W/19/3241644
being adopted in 2020, but the 2019 Local Development Scheme envisages this
to be the summer of 2021. I was told at the inquiry that the Regulation 19
consultation had only just commenced and so there appears to have been
further slippage and a more realistic assessment would be adoption later next
year or even early in 2022.
10. The 2004 Planning & Compulsory Purchase Act (as amended) requires local
planning authorities to identify strategic priorities for the development and use
of land in their area. Policies in the development plan document must address
these priorities. This is reflected in paragraph 17 of the Framework and
similarly in the 2012 version of the Framework. The MSDP sets strategic
priorities (termed objectives) in Chapter 2 and the policies to address them in
Chapter 4. These include policy DP4. As mentioned above, policy DP4
specifically refers to the subsequent preparation of the SA DPD. If this had
been required to have been produced at the same time it is difficult to see how
the Examining Inspector could have been found it legally compliant in terms of
consistency with national policy or legislation. However, it was found to be
sound and as far as I am aware, no legal challenge was made to its adoption.
11. It is the case that the Examining Inspector indicated an expectation that the SA
DPD would follow “soon after this plan” and recorded that the Council had
committed to bringing it forward “at an early date”. However, there was no
clear indication as to the anticipated timeframe, apart from what is indicated in
policy DP4. There has clearly been slippage but, the complaint that the MSDP
does not adequately address small sites coming forward is as true now as it
was when the plan was found sound. The Framework does not require a plan to
necessarily allocate all of the housing land supply for the whole plan period.
That is why it distinguishes between deliverable and developable sites during
different stages of the lifetime of the plan.
12. In any event, the MSDP includes other means for bringing small sites forwards
including neighbourhood plans. Mid Sussex District has a good coverage of
such plans, albeit that most were made under the auspices of the 2004 Local
Plan. Nevertheless, there is insufficient evidence to support the Appellants’
assertion that this therefore means that the contribution of small sites from
this source is “nominal” on a district-wide basis. Whilst the Albourne
Neighbourhood Plan includes few allocations, it is one of around 20 such plans.
Policy DP6 is permissive of settlement expansion and allows small sites of less
than 10 dwellings to come forwards under certain conditions. The Examining
Inspector considered that it provided the MSDP with extra robustness and
flexibility in maintaining a rolling 5-year supply of housing land.
13. For all of the above reasons I do not consider that the development plan is out-
of-date at the present time.
The most important policies for determining this application
14. The Council and the Appellants consider that the following policies, which are
included in the reasons for refusal, should be considered most important:
• MSDP: DP6, DP12, DP15, DP21, DP31, DP34, DP35
• ANP: ALC1, ALH1
All of these seem to me to fall within this category, save for policy DP31
Appeal decision: APP/D3830/W/19/3241644
relating to affordable housing. This rested on the dispute about whether the
proposal fell within Use Class C2 or Use Class C3 and this in turn was resolved
by the tightening of the definition of “Personal Care” in the UU. This document
was not finalised at the time that the planning application was being considered
by the Council and there was thus scope for change, as indeed happened
during the inquiry. There was no dispute that the policy does not apply to Use
Class C2 housing proposals and so, whilst it is relevant, I do not consider policy
DP31 is of key importance to the determination of the application.
15. There are a number of disputed policies, which are as follows:
• Policy DP4 relates to housing delivery and sets out the District’s housing
requirement and how it will be addressed. It also commits to the preparation
of a SA DPD as referred to above. It is clearly relevant to the consideration
of a housing proposal, but it is not a development management policy that
plays a significant role in determining planning applications. It is thus not a
most important policy in this case.
• Policy DP20 is included in the reasons for refusal and relates to securing
infrastructure and mitigation through planning obligations or the Community
Infrastructure Levy. This will be addressed through the legal Deeds and,
whilst clearly relevant is not to my mind of most importance.
• Policy DP25 concerns community facilities and local services and the
supporting text makes clear that specialist accommodation and care homes
are included. This supports the type of development being proposed and is
therefore a most important policy in this case.
• Policy DP30 relates to housing mix and the need to meet the current needs
of different groups in the community, including older people. It is a most
important policy to the consideration of this proposal.
• Policy ALH2 in the ANP is an allocation for 2 houses in Albourne. This is not
of particular relevance to the proposal and is not a most important policy.
16. The Appellants consider the saved policies in the 2004 Local Plan and policies
SSH/7 to SSH/18 in the 2008 Small Scale Housing Allocations Development
Plan Document to be most important. These relate mainly to site specific
matters and allocations. Both are based on an out-of-date housing requirement
established in the West Sussex Structure Plan. They also do not address the
need for elderly persons accommodation. However, their relevance to the
current proposal is tenuous and they are not of pertinence to this application.
17. Drawing together the above points, the most important policies to the
determination of this application are:
• MSDP: DP6, DP12, DP15, DP21, DP25, DP30, DP34, DP35
• ANP: ALC1, ALH1
Whether the most important policies are out-of-date
18. Whether the aforementioned policies are considered out-of-date in terms of
paragraph 11d) of the Framework will depend on their degree of consistency
with its policies. This was not a matter that the Council specifically addressed in
its evidence, but I agree with the Appellants’ assessment that policies DP21,
Appeal decision: APP/D3830/W/19/3241644
DP34 and DP35 are consistent and can be considered up-to-date.
19. The Appellants’ complaint regarding policies DP6, DP15, DP25 and DP30 is that
they fail to address the way that extra care housing will be provided to meet
identified needs as required by the Framework and Planning Practice Guidance.
20. The assessment of need, including for older person’s housing, was undertaken
through the Housing and Economic Needs Assessment (HEDNA) and its
Addendum and formed part of the evidence base for the MSDP. Whilst this has
been strongly criticised by the Appellants on many counts it nevertheless does
provide an assessment of the type and tenure of housing needed for older
people. Furthermore, it is clear that the Examining Inspector considered the
matter of older person’s housing. Policy DP30 was found sound, subject to
modifications that were subsequently incorporated.
21. The matter of need is considered in detail later. However, policies DP25 and
DP30 flow from the assessment of need in the HEDNA Addendum. Policy DP30
indicates that current and future needs of different community groups,
including older people, will be met and that if there is found to be a shortfall in
Class C2 housing, allocations through the SA DPD will be considered. There is
an allocated site (SA 20) within that draft document for a care community. The
Appellants are critical of this for various reasons, but the plan is still at an early
stage and these will be considered at the examination in due course.
22. Policy DP6 supports settlement growth, including to meet identified community
needs. Bearing in mind the terms of policy DP25, this could include extra care
housing. Policy DP15 addresses housing in the countryside and refers to policy
DP6 as a criterion. The Planning Practice Guidance is not prescriptive as to how
the housing needs of older people are addressed in planning policies. Overall,
the aforementioned policies are, in my opinion, consistent with the guidance
and Framework policy, including paragraph 61.
23. Policy DP12 indicates that the countryside will be protected in recognition of its
intrinsic character and beauty. It also refers to various landscape documents
and evidence to be used in the assessment of the impact of development
proposals. Whilst the wording could be improved, it does not seem to me to
imply uncritical protection but rather a more nuanced approach that takes
account of the effect on the quality and character of the landscape in question.
To my mind this is consistent with the policy in both the 2012 Framework,
under which the MSDP was considered, and the current version (2019). In that
respect I do not agree with the Inspector in the Bolney appeal that the
approach to protection has materially changed between the two documents.
24. Policy ALC1 seeks to maintain and where possible enhance the quality of the
rural and landscape character of the Parish. Overall, its terms seem to me to
be similar to policy DP12.
25. Policy ALH1 generally supports development on land immediately adjoining the
built-up boundary, whereas policy DP6 permits such development if it is
contiguous with an existing built-up area. Policy ALH1 also has the added
requirement that other than a brownfield site the development must be infill
and surrounded by existing development. These provisions are more restrictive
than policy DP6 in the MSDP, which as the more recent policy in the
development plan therefore takes precedence.
Appeal decision: APP/D3830/W/19/3241644
Whether the basket of most important policies is out-of-date
26. From the above, I have found that other than policy ALH1 in the ANP, the most
important policies are not out-of-date and in the circumstances I do not
consider that the basket overall is out-of-date either.
Conclusions
27. Paragraph 11 of the Framework sets out the approach to decision making
within the context of the presumption in favour of sustainable development. In
this case there are development plan policies relevant to the determination of
this application and overall, I conclude that they are not out-of-date. Paragraph
11d)ii) is therefore not engaged.
28. In such circumstances it will be necessary to consider whether the proposal
would accord with an up-to-date development plan and whether paragraph
11c) is engaged. This is a matter to which I will return in my final conclusions.
THE EFFECT OF THE PROPOSAL ON THE CHARACTER AND APPEARANCE OF
THE AREA AND THE SURROUNDING LANDSCAPE, INCLUDING THE NEARBY
SOUTH DOWNS NATIONAL PARK
29. The appeal site comprises about 4.4 hectares of land on the western side of
London Road. Its previous longstanding use as a nursery ceased several years
ago. The large glasshouses that once stood on the northern area have been
demolished and all that now exists are remnant hardstandings. A small
bungalow occupies the north-eastern part of the site. This building would be
demolished, and the site would be redeveloped with 84 extra care dwellings
within a mix of apartment buildings and bungalows. The site is outside the
defined built-up boundary of Albourne and is therefore in the countryside for
policy purposes.
Effect on the landscape
30. The appeal site is within the Hurstpierpoint Scarp Footslopes Landscape
Character Area (the LCA) in the Mid Sussex Landscape Character Assessment
(2005). Key characteristics include undulating sandstone ridges and clay vales;
an agricultural and pastoral rural landscape; a mosaic of small and large fields;
woodlands, shaws and hedgerows with woodland trees; expanded ridge line
villages; traditional rural buildings and dispersed farmsteads; and a criss-cross
of busy roads. In addition, views are dominated by the steep downward scarp
of the South Downs.
31. The site boundaries are bordered by boundary tree and hedge lines, but in
places these are patchy and their quality is diminished in places by the
incursion of non-indigenous conifers. There is a small ridge running east to
west across the northern part, which includes the roadways, hardstandings and
bungalow along with conifer tree lines and groups. There is a narrow view of
the South Downs framed by vegetation. The southern section is on the shallow
valley side running down to Cutlers Brook and comprises rough grassland.
From here there are open views southwards to the escarpment. Two lines of
non-native hybrid black poplars cross the western section, which were grown
as shelter belts for the nursery stock.
32. Unlike Albourne and the surrounding countryside, I do not consider that the
Appeal decision: APP/D3830/W/19/3241644
appeal site is typical of the LCA of which it forms a part. Although it includes
some characteristics such as the shallow ridge and some outward views to the
escarpment, its tree and hedge lines are not particularly strong and its use as a
nursery over many years has changed its character substantially. In my
opinion, it is not well integrated with the wider landscape.
33. The appeal proposal is in outline, with the layout and external appearance to
be considered at a later stage. However, the Parameters Plan and Sketch
Layout help to establish some basic principles. The Arboricultural Impact
Assessment indicates that a number of trees and tree groups within the site
would be removed. These include the non-indigenous conifers and all those to
be felled are judged by the Tree Survey to be of low quality and value. The
better trees are mainly along the site boundaries and would be retained. Some
of the hybrid black poplars would be removed but most would be assessed and,
if necessary, there would be a phased programme of replacement with native
tree stock. There would also be additional indigenous tree planting in the
south-western corner in front of the incongruous conifer hedge along the
boundary with Spurk Barn.
34. The built development would be within the western and eastern parts of the
site with groups of cottages and apartment buildings set within landscaped
gardens and interspersed with intervening belts of trees. The cottages would be
one and a half storeys in height whilst the apartment buildings would be two-
storeys with some higher elements incorporating accommodation in the roof. A
10m landscaped swathe between the trees along the London Road boundary
and the adjacent apartment buildings is proposed. The largest building would
be the two-storey clubhouse, which would be at the northern end of the site.
There would be views maintained through to the South Downs escarpment,
although these would be within the context of a built environment.
35. Undoubtedly the character of the site would change. The proposal would
replace open and largely undeveloped land with buildings and hard surfacing
within a green framework. However, as the site shares few of the features that
provide this LCA with its identity and taking account of the large area that it
covers, the overall impact would be small-scale and localised. In terms of the
tree cover, the replacement of the non-indigenous species, especially the
conifer stands, with native trees would be a landscape benefit that would
increase as the new planting matures. For the reasons given below, I do not
consider that the appeal scheme would be seen as an expansion of the
ridgeline village. However, for the aforementioned reasons, the harm that
would arise to landscape character would be relatively small and would reduce
over time.
Visual effects
36. There are public footpaths close to the northern and western boundaries of the
site and these run west and south into the open countryside. They appear to be
well used and provide attractive routes that link up with a wider network of
paths for informal recreation. Walkers are likely to particularly value the rural
nature of these paths and the attractive views of the South Downs escarpment
and Wolstonbury Hill. These people will be attuned to the environment through
which they pass and thus highly sensitive to change. However, it is important
to remember that this will be a kinetic experience, which will continually
Appeal decision: APP/D3830/W/19/3241644
change as the receptor moves through the countryside.
37. During my visits to the area, I walked along the adjoining footpaths and to my
mind the place where the impact of the new development would be greatest
would be from the stretch of Footpath 19/1AI that runs adjacent to the
northern boundary. From the direction of London Road, the site is on the left.
At present there are intermittent inward views between trees and vegetation,
with a framed view of the escarpment about half-way along. However, this
corridor is not altogether rural in character and the inward view includes the
hard standings, roadway and bungalow as well as tall stands of conifer trees.
In addition, on the other side of the footpath is the large, hard surfaced car
park of the Brethren’s Meeting Hall. Whilst this is relatively well screened by
the mixed indigenous hedge along the boundary, there are glimpses through
the green wire fence and a full view through the metal gate. In addition, the
managed appearance of the hedge and tall lighting columns that project above
it further detract from the rural ambience. Further along the path, the large
barrel roofed building itself comes into view.
38. Nevertheless, the appeal development would result in a considerable change on
the southern side of the footpath. Whilst the Sketch Layout shows some tree
retention and a belt of new planting, the new buildings would be evident to the
observer and most particularly the long rear elevation of the clubhouse. Whilst
a view of the South Downs would be maintained this would be framed by built
development rather than vegetation. The existing user experience would
therefore be considerably diminished although the adverse effects would be
reduced over time as the new planting matures. Furthermore, these effects
would be experienced over a relatively small section of the walk. Once past the
site the footpath emerges into open farmland.
39. Approaching the site along Footpath 19/1AI from the other direction, there is a
wide panorama. At various points this includes the Brethren’s Meeting Hall
building, the houses in the village amongst trees, the vineyard and the roof of
Spurk Barn with Wolstonbury Hill behind. There are glimpses through the trees
along the western site boundary of the bungalow and the conifers along the
London Road frontage. The understorey is variable, and following development
I have little doubt that filtered views of the new buildings would be seen,
especially during the winter months. Whilst reinforcement planting with species
such as holly would provide more screening, I am doubtful that it would be
wholly effective in the longer term. Although there would be large gaps
between the clusters of new buildings, the context of Spurk Barn as a lone
rural outlier would also be compromised.
40. Footpath 18AI runs close to the western site boundary but when moving
southwards the walker’s attention is likely to be particularly drawn to the open
panoramic view of attractive countryside and the dramatic form of the South
Downs escarpment in the background. Views into the site would be to one side
and secondary in the overall experience. In the other direction, Spurk Barn is
the first building to come into view on the right-hand side. With its relatively
open frontage and domesticised curtilage, the effect of the new development
behind the trees would not be particularly pronounced.
41. Along the eastern site boundary, the bank with trees and understorey
vegetation provides a relatively good screen to London Road. However, in
Appeal decision: APP/D3830/W/19/3241644
places the cover is patchier and there are filtered views into the site, which will
be more pronounced in winter. Motorists would be concentrating on the road
ahead and so would have a lower awareness of changes to the peripheral view.
There is a footway along the eastern side of the road, and I was told that this is
relatively well used by dog walkers and those working in the businesses further
to the south. For these people there would be a change, but it would be on one
side and within the context of a relatively busy road and the existing built
development along the eastern side of London Road.
42. The north-eastern corner of the site would be opened up with a new section of
footway along the frontage and a new engineered access. This would entail
some frontage tree removal, although the higher value oak tree is shown to be
retained. From this point there would be a considerable change with views of
the new clubhouse, cottages and apartments. New landscaping would provide
some mitigation and the change would be experienced within the context of
other urbanising influences. These include the wide green metal gates and
entrance to the Brethren’s Meeting Hall adjacent and the relatively prominent
historic stuccoed houses opposite.
43. I observed the site from more distant footpaths, approaching along London
Road in both directions and from various points in Church Lane. However,
taking account of the undulating topography and the benefit of distance, I
judged that the visual impact would be largely benign. I walked up
Wolstonbury Hill and to the Devil’s Dyke but was unable to identify the site
from these more distant locations due to the vegetation cover. It may be that
there would more visibility following development and in winter. However, this
would be within the context of a wide panorama that includes built
development.
44. In the circumstances, even if it were to be seen, I do not consider that the
appeal scheme would materially detract from the enjoyment of these
panoramic views. The site is not within the Dark Skies zone of the South
Downs National Park and whilst the development would introduce new lighting
this could be controlled. In addition, it would be seen within the context of
lights in other villages, towns and roadways. In the circumstances there would
be no conflict with policy ALC2 or the dark skies initiative in the ANP.
45. For all of these reasons I consider that there would be some adverse visual
impacts, particularly for footpath users and at the site entrance on London
Road. However, these would be limited and localised. The adverse effects
would be reduced but not eliminated as new landscaping and tree planting
matures.
Effect on the character of the settlement of Albourne
46. Albourne is a ridgeline village and its main historic core is around The Street
and Church Lane with a smaller historic group of houses to the north at
Albourne Green. By the mid-20th century the space between these two areas
had been infilled and later still the village expanded eastwards. The village
therefore has a mixed character with the older parts in particular being defined
by their wooded setting. The village boundary is quite tightly defined for policy
purposes. However, as often happens, there is a more dispersed settlement
pattern with linear development radiating outwards along the road frontages,
Appeal decision: APP/D3830/W/19/3241644
including along the eastern side of London Road as far as Cutlers Brook. The
built-up area is therefore more extensive than the policy boundary.
47. The agrarian landscape provides the setting for this Downland village, but for
the reasons I have given above the appeal site is not representative of its rural
surroundings. Whilst it is largely undeveloped, in my opinion it contributes little
to the context of the village. On the other hand, the proposed development
would not appear as a natural expansion of the built-up area either. I
appreciate that it would not extend it further to the west or south, but this is a
factor of little consequence. The dispersed nature of the settlement is mainly
due to frontage development, which the appeal proposal could not claim to be.
48. The Brethren’s Meeting Hall is a development that physically, functionally and
visually stands outside the village. The appeal scheme would be further to the
south and appear as an outlier that would not conform to the prevailing pattern
of development described above. On the other hand, it would share some of
the features of the village. For example, the site benefits from a local ridgeline
and over time the new buildings would stand within a well treed environment.
Furthermore, the Design Commitment Statement indicates that the design
approach is to create a development that reflects the surrounding architecture
and landscape. The appearance of the new buildings is a matter that can be
controlled by the Council at reserved matters stage.
49. There has been a great deal of local concern about the size of the development
relative to the existing village. The Parish Council indicate that Albourne has
about 250 households and some 650 residents. It therefore points to an
increase in size of over 30%. For the reasons I have already given, I do not
consider that this development would appear as a natural extension to the
village. However, the proposed shop, lockers, electric charging points and
workshops, which I discuss later, would allow a degree of community
integration. The village itself has grown incrementally and cannot be viewed as
a set piece that has not changed over time. There may be harmful impacts
from an increasing population in terms of highway safety and insufficient
infrastructure, for example and I consider these later. However, the size of the
development in itself would cause little harm to the character of the village, in
my judgement.
Effect on agricultural land
50. Paragraph 170 of the Framework seeks to recognise the benefits of protecting
the best and most versatile agricultural land, which is classified as Grades 1, 2,
and 3a.The appeal site is shown on the Provisional Agricultural Land
Classification Maps as being within an area of Grade 2, which denotes very
good quality farmland. However, these maps were not based on physical
surveys. They were intended to provide strategic guidance for planners on a
small-scale map base. Natural England in its Technical Information Note
TIN049, advises that they are outdated and should not be relied on for
individual site assessments.
51. The Appellants commissioned an Agricultural Land Classification Report, which
was based on a site survey carried out in February 2020, including examination
of 5 auger samples and a trial pit. This concluded that the land was grade 3b
with shallow soils over a depth of dense clay subsoil. This is the best available
Appeal decision: APP/D3830/W/19/3241644
evidence and I am satisfied that the development would not result in the
unacceptable loss of high value agricultural land.
Overall conclusions
52. The appeal site is located within the open countryside, outside the built-up area
and not contiguous with its boundaries. There would be some residual adverse
landscape and visual impact, although this would be localised and limited in
nature. There would also be a small adverse effect on the character of the
village of Albourne because the development would not be seen as an
expansion to the main built-up area of the village nor reflect the frontage
development along the peripheral roads. There would be no adverse impact on
the South Downs National Park or views from within it. Nevertheless, there
would be conflict with policy DP6, DP12 and DP15 in the MSDP and policies
ALC1 and ALH1 in the ANP.
THE EFFECT OF THE PROPOSAL ON HERITAGE ASSETS
53. There is no dispute that the designated heritage assets affected would be the
four Grade II listed houses on the eastern side of London Road. The effect
would derive from changes to their setting and it is agreed that any harm
would be less than substantial in nature and that paragraph 196 of the
Framework would be engaged whereby harm is to be weighed against public
benefits. Unlike the setting of the listed buildings, the setting of the Albourne
Conservation Area is not protected by statute. Nevertheless, the same
considerations will apply as a matter of policy in terms of weighing harm to
significance against benefits. Spurk Barn is adjacent to the south-western
corner of the appeal site and is a non-designated heritage asset. Paragraph
197 of the Framework makes clear that a balanced judgement should be made,
having regard to the scale of any harm and the significance of the asset.
The listed buildings
54. There was much discussion at the inquiry about the contribution of the appeal
site to the significance of the listed buildings. Elm House, Tipnoaks and
Hillbrook House are two-storey stuccoed villas built in the early 19th century.
These were modest country houses, which demonstrated their owners’
aspirations for elegant country living with their classical, well-proportioned
facades and convenient roadside location outside the main village. The
immediate setting is provided by the gardens in which they stood but the wider
rural environment, including the fields to the front and rear would have
contributed to the pastoral context and significance of these houses. It can be
seen on the 1874 Ordnance Survey Map that there are 4 subdivisions on the
appeal site. This suggests that by this time the land was being used as a
market garden or commercial nursery.
55. Mole Manor was of earlier construction and the 1839 Tithe Map shows it
standing in an isolated position on the eastern side of London Road. It is a rare
example of a modest Sussex cottage with a red brick and clay tile construction
and an isolated countryside setting and these factors contributed to its
significance. In my opinion its setting was significantly compromised by the
building of Elm House and Tipnoaks. These more substantial houses overpower
the cottage as they not only join it on either side but also stand well forward of
its front elevation.
Appeal decision: APP/D3830/W/19/3241644
56. There is also significance derived from the listed buildings as a group. In this
respect, Mole Manor makes a contribution through its style and character,
which is in contrast to the classical form and proportions of the stuccoed villas.
57. The appeal site was clearly part of the countryside setting when these buildings
were built and thus contributed to their significance. There is no indication on
the 1874 map that there was tree planting at this stage and it is reasonable to
surmise that originally the dwellings faced a relatively open landscape, which
would have allowed the owners attractive views from the front of their houses.
In any event, by 1910 the Ordnance Survey map shows a tree belt along the
eastern boundary and some tree planting within the site itself. Whilst the
context is therefore likely to have changed somewhat, the westerly outlook
would still have been essentially green and rural with likely views through the
trees into the site.
58. More substantial changes occurred in the mid-20th century as Albourne
expanded and the London Road was re-engineered and widened. More recently
still there has been further development along London Road, including to the
south of Hillbrook House and the Brethren’s Meeting Hall. The latter appears to
have been on land formerly used as part of Hazeldens Nursery. The wider
pastoral environment has thus been considerably eroded over time, which has
diminished the historical understanding provided by the wider setting of these
listed buildings. Their individual and group significance is now mainly derived
from their fabric and the immediate setting of their garden plots.
59. Following development, the views towards the appeal site would change
through the introduction of a new access, a footway along the London Road
frontage and views towards a built environment. The effect would be greatest
in respect of Tipnoaks, due to its position opposite the site entrance. Hillbrook
House stands further back from the road in an elevated position and there
would be filtered views of the new buildings from within its site through and
above the roadside vegetation. There would therefore be some further change
to the context in which the listed buildings would be appreciated but, for the
reasons I have given, I consider that the effect on significance would be
relatively small.
60. With respect of Elm House and Mole Manor the harm would be at the lower end
of the scale of less than substantial harm. With respect of Tipnoaks and
Hillbrook House it would be slightly higher but still lower than moderate, with a
similar effect on the significance of these houses as a group. Whilst the choice
of materials, design and landscaping of the new development would be
controlled through reserved matters, the impacts I have identified are unlikely
to be materially reduced over time.
Spurk Barn
61. This agricultural building is a non-designated heritage asset probably dating
back to the 19th century. Its primary interest is in its form and fabric with flint
and brick construction and the retention of many original features. The
boundary lines on historic maps suggest that Spurk Barn was not functionally
connected to the appeal site. Indeed, with no obvious connection to any local
farms it was probably an isolated field barn associated with the agricultural
land to the west.
Appeal decision: APP/D3830/W/19/3241644
62. Spurk Barn has been converted to residential use and windows have been
added along with an extension. Its immediate setting is now a domestic garden
and parking area. Along its boundaries with the appeal site is a thick conifer
hedge. Although this could be removed it would seem unlikely due to the
privacy it affords. The significance derived from the wider setting is mainly
across the open agricultural land to the west. Nevertheless, the largely
undeveloped nature of the appeal site does contribute to the sense of isolation
of the building, particularly in views from Church Lane and sequentially when
walking east along Footpath 19/1AI and south along Footpath 18AI.
63. As I have already concluded above, the proposed buildings would be seen,
especially in the winter months, through gaps in the trees and understorey
along the western site boundary. Whilst the effect would be to have an adverse
effect on the appreciation of the barn as an isolated entity, its value as a field
barn is now diminished on account of its residential conversion and the
domestication of its grounds. To my mind this undesignated heritage asset has
a relatively low level of significance. The small degree of harm that would arise
from the appeal proposal would also be further reduced over time as
reinforcement planting matures, including the band of new trees between the
conifer hedge and built development.
Albourne Conservation Area
64. This comprises the original historic core of the village at the southern end of
The Street and along a section of Church Lane. The only appraisal is found in
The Conservation Areas in Mid Sussex (August 2018), which notes five features
that contribute to its character. These include the trees and hedges; the
sunken road relative to many of the houses with attractive retaining walls; the
cottage style houses with small windows; the lack of a set building line or
footway with varying road widths and a meandering rural character; and the
attractive countryside views to the west and south. The latter is the only one
relevant to setting.
65. At one time no doubt the appeal site, because of its relatively open and
undeveloped character, would have played some part in this respect. However,
modern housing on the south side of Church Lane and the construction of the
Brethren’s Meeting Hall building and car park has provided a visual intervention
that has meant that it no longer contributes in this way. The main southerly
aspect is provided by the fields beyond its western boundary. Even if there
were glimpses of the new development through the trees from the southern
part of the conservation area, which is doubtful, they would be peripheral and
oblique.
66. It is also the case that the Council did not consider that the proposed
development of the Brethren’s Hall site would have any adverse impact on the
conservation area, notwithstanding that the large building with its incongruous
design would be in close proximity to the southern edge. I appreciate that this
development was built on exceptional grounds of need but that does not
negate the requirement to consider the effects on the setting of the heritage
asset. Furthermore, the Council’s Strategic and Economic Land Availability
Assessment (2018) did not consider that a potential yield of 132 houses on the
appeal site would negatively impact on the heritage asset. The Council’s
objection now in terms of harm to setting therefore seems to me to be
Appeal decision: APP/D3830/W/19/3241644
inconsistent.
67. It is likely that Albourne depended on farming and market gardening for its
growth. However, in the absence of a detailed appraisal the only evidence of
the features that contribute to its character are those in the aforementioned
2018 document. There is nothing to say that the tree nursery financed
buildings in the village and even if it did this use has long ceased. This was
certainly not a matter referred to in respect of the development of the land to
the north, which was also part of the nursery at one time.
68. For all of the above reasons I do not consider that the appeal site provides part
of the setting of the Albourne Conservation Area. It follows that the appeal
development would have no effect on the significance of the designated
heritage asset.
Overall conclusion
69. Drawing together all of the above points it is concluded that the appeal
proposal would cause less than substantial harm to the significance of the
Grade II listed buildings, Elm House, Mole Manor, Tipnoaks and Hillbrook
House. This would be at the low end of the scale but nevertheless is a matter
to which considerable weight and importance should be ascribed. There would
be a small degree of harm to Spurk Barn, but this will need to be considered
against the relatively low significance of the building. The relevant balancing
exercise will be undertaken later in the decision and a conclusion reached as to
whether the appeal proposal would conflict with policy DP34 in the MSDP. The
Albourne Conservation Area and its setting would remain unaffected by the
appeal scheme. The appeal proposal would therefore comply with policy DP35
in the MSDP.
WHETHER THE SITE IS WITHIN AN ACCESSIBLE LOCATION, GIVING NEW
OCCUPIERS THE OPPORTUNITY TO TRAVEL BY MODES OTHER THAN THE
PRIVATE CAR
70. There is an age restriction of 65 years for primary occupiers of the proposed
development, although younger partners would not be excluded. Nevertheless,
I was told that the average age of Retirement Villages’ occupants is 82 years
and that only about 25% are couples. Bearing in mind the nature of the
scheme with its care component, it is reasonable to surmise that most people
living there would be in the older cohort. That does not mean to say that some
residents would not still drive but it is unsurprising that the evidence indicates
a lower level of car ownership than general purpose housing and that car
sharing is popular on other Retirement Villages’ developments.
71. Residents living in the proposed development would occupy a self-contained
cottage or apartment. The purpose, unlike a care home, is to maintain
independence although the degree will vary depending on the care needs of the
individual. Nevertheless, each dwelling is fitted with a kitchen and although
there is also a restaurant within the communal building on the site, it is
anticipated that many will also wish to cook for themselves. Albourne is a
Category 3 village and has no shops or facilities apart from a village hall and
primary school. There is a volunteer run community shop in Sayers Green, but
other than that, the nearest shops are in Hurstpierpoint, where there is also a
health centre, post office and pharmacy.
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72. It seems unlikely that residents, even those with good mobility, would walk to
Sayers Common or Hurstpierpoint. although a few may undertake the relatively
short cycle ride. The nearest bus stops are some 85m from the site travelling
north and 250m from the site travelling south. These serve the 100 bus to
Burgess Hill, which is a Category 1 settlement with higher order shops, services
and facilities. A bus journey would take about 11 minutes, although the bus
only runs hourly and not on Sundays. Nevertheless, residents would not be
making regular work journeys and it seems to me that the bus may be a viable
choice for some trips such as visits to the supermarket or bank, for example.
73. The bus stops for the 273 service are some 560m away, north of the Albourne
Road traffic lights. This service runs through Hurstpierpoint, which is a bus
journey of about 5 minutes. However, the bus runs only every 120-160
minutes and, again, not on a Sunday. The journey would therefore need to be
carefully planned and would be most likely to take the form of an outing rather
than a trip for a dedicated purpose.
74. The proposal is that there would be a shift pattern for staff, with about 15
being on site at any time. The information from the Retirement Villages’ other
sites is that staff are in general drawn from the local area, with over half living
within 5 miles and 82% living within 10 miles. The analysis indicates that most
staff living within 5 miles are likely to come from Burgess Hill. This would be
within cycling distance and the 100 service would also be an option for some
shifts. However, the bus only runs until the early evening and not at all on a
Sunday. There may well be some flexibility in terms of shift patterns, but the
bus would not be an option for late evening, early morning or Sunday travel.
75. The Framework indicates that the opportunities to maximise transport solutions
will vary between rural and urban areas and this should be taken into account
in decision-making. It also says that significant development should be focused
on locations which are or can be made sustainable. In this case the Appellants
have included a number of provisions to improve the accessibility credentials of
the proposed development.
76. A dedicated non-profit making minibus would be provided for use by residents
and staff. The S106 Agreement includes a covenant for its provision and the
evidence indicated that it could be used for shopping trips, GP and health
related appointments and day outings. It would also be available for staff
travel, subject to the payment of subsidised charges. I was told that this could
be used for late evening shifts when the bus has stopped running or for pick-
ups from bus stops or the railway station in Hassocks. Whilst some staff,
especially those on a late shift or working on a Sunday may prefer the
convenience of a car, the existence of this option would extend the available
modal choice for staff, provided the subsidised charges are reasonably priced.
77. The proposed development would be subject to a Final Travel Plan before the
development is first occupied. This would be based on the Travel Plan
submitted with the planning application, which includes various targets to
increase public transport, cycle and pedestrian trips. Measures include the
provision of a length of new footway along the western side of London Road to
link the site to the northbound bus stop; cycle parking facilities with changing
and washing facilities for staff and discounts on bicycles and cycle equipment;
and the minibus. In addition, the traffic calming measures would include an
Appeal decision: APP/D3830/W/19/3241644
uncontrolled crossing and pedestrian refuge. Along with the introduction of a
30mph speed limit, this measure would provide those residents wishing to
cross London Road, for example on the way back from the bus stop, with a safe
means of doing so.
78. The on-site facilities in the communal building are also a relevant factor. This
includes a small shop to provide fresh products and basic groceries. I saw the
shop at Charters, which had quite a good range of everyday goods including
fresh fruit and vegetables, dairy products, tinned items and toiletries. The
clubhouse would also have a small library, hair salon, therapy room, bar and
restaurant. Clearly providing these facilities on the site would have the
potential to reduce the number of external journeys that residents would have
to make. I was told that the various facilities are not intended to be profit
making and the UU includes a covenant that they would be operated and
managed by the Owner or the Management Company. That they could not be
leased to a commercial operator gives some comfort that they would continue
to operate effectively in the longer term in accommodate daily needs of
residents.
79. It seems to me that the appeal proposal has done what it can to enhance
accessibility. Residents and staff would have genuine choices available to
undertake journeys by modes other than the private car. This is a rural area
where it is to be expected that travel options are more limited than in a town
and the car would undoubtedly be used for some trips. Every decision turns on
its own circumstances but, insofar as there are similarities, I have not reached
the same conclusion as the Bolney Inspector for the reasons I have given. I
consider that the appeal scheme would be relatively sustainable in terms of
location to minimise the need to travel. Overall it would not conflict with policy
DP21 in the MSDP.
THE BENEFITS OF THE PROPOSAL
80. For the avoidance of doubt, in ascribing weight to the benefits I have used the
following scale: limited, significant and substantial.
The need for extra care housing
81. Paragraph 61 of the Framework requires that the size, type and tenure of
housing needs for different groups in the community, including older people,
should be assessed and reflected in planning policies. The glossary indicates
that these are people over or approaching retirement age. They will include the
active elderly at one end of the scale and the very frail elderly at the other.
There will be a range of housing needs from adapted and accessible general
needs housing to specialised accommodation with support or care.
82. The June 2019 version of the Planning Practice Guidance includes its own
expanded section on housing for older and disabled people. It makes the point
that the need to provide housing for this group is critical in view of the rising
numbers in the overall population. Furthermore, it considers that older people
should be offered a better choice of accommodation to suit their changing
needs in order that they can live independently for longer and feel connected to
their communities. Extra care housing is recognised by the Government as
providing such benefits.
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83. The Council’s consideration of the housing needs of elderly people can be found
in the Housing and Economic Development Assessment Addendum (the HEDNA
Addendum) published in August 2016. This provided part of the evidence base
to the MSDP and uses the 2014-based population and household projections
(released in 2016). Amongst other things the HEDNA Addendum considers the
need for specialist housing for older people, including extra care housing, using
the Strategic Housing for Older People Analysis Tool (SHOP@), This is given as
an example of an online toolkit for assessment in the Planning Practice
Guidance but the document neither endorses its use nor precludes the use of
other methodologies. It is important to bear in mind that whichever model is
used, its output will be determined by the assumptions on which it relies.
84. The SHOP@ toolkit is preset with the number of units required per 1,000 of the
population over 75 years old at 25 or 2.5%. This I shall refer to as the
“provision rate” and it has been derived from More Choice Greater Voice
(2008), which is a document that seeks to provide a strategy for housing with
care for older people. It is important to have in mind that the provision rate is
an assumption and is not evidence based. The Council pointed out that a
provision rate of 25 is roughly double that for extra care housing nationally.
However, that reflects the critical need across the country and is not
particularly helpful in the consideration of how need should be met in Mid
Sussex.
85. In December 2012 Housing in later life: planning ahead for specialist housing
for older people sought to update More Choice Greater Voice. It recognises that
extra care housing was becoming better known as an alternative choice for
older people who do not necessarily want or need to move to a residential care
home. Furthermore, it recognises a prevalence for home ownership in the
elderly population and predicts that demand for extra care housing for sale will
be twice that of extra care housing for rent1. It provides a toolkit for use by
local authorities in their planning for and delivery of specialist housing for older
people. It seeks to improve housing choice for a growing ageing population and
increases the provision rate to 45 or 4.5% per 1,000 of the population over 75
years old. Whilst a worked example is given for Bury Metropolitan Council, it
seems apparent from the information provided that this provision rate is one
that is more generally applicable. That said, it is important to understand that
this is an aspirational figure and is also not evidence based.
86. The assessment in the HEDNA Addendum relies on population data that is now
out-of-date. Its conclusions on elderly care needs justify reconsideration using
the 2016-based population data. The only such assessment has been provided
by the Appellants and, on the basis of a provision rate of 2.5%, this indicates a
demand for extra care units of 386 in 2020. On the basis of a 4.5% provision
rate the equivalent figure is 694 units.
87. In the Council’s assessment the tenure split of extra care housing has been set
at 73% rent and 27% purchase. In Mid Sussex private leasehold extra care
provision is limited to a single development at Corbett Court in Burgess Hill. In
terms of extra care units for rent, the database is out-of-date because since
2014, 68 units have been demolished. The Council conceded at the inquiry that
the figures in the HEDNA Addendum for extra care provision are thus out-of-
1 Extra care housing for sale is generally on the basis of a leasehold tenure.
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date. The current (2020) supply is lower, the need is higher, and the tenure
split, based on existing provision and the corrected supply, would therefore be
about 60% rent and 40% purchase.
88. In Mid Sussex the evidence indicates that the vast majority of older people are
owner occupiers. Many of these people will be able to continue to live in their
own homes through old age with the necessary adaptations and care support.
However, not all homes are suitable. In such cases a homeowner may be
attracted to an extra care facility where they can continue to own their own
home and maintain a degree of independence whilst enjoying support and care
within a secure environment. Within Mid Sussex such choice is largely
unavailable.
89. The Appellants have used a tenure split of 33% rent and 67% purchase in their
modelling. Whilst this is recognised as favouring an owner-occupied solution it
nonetheless reflects the local housing market in Mid Sussex. Furthermore, it
aligns with national policy insofar as it redresses the balance towards greater
flexibility and choice in how older people are able to live. It is to be noted that
the SHOP@ toolkit itself recognises that the percentage of leasehold tenures
will increase in the future and that areas of affluence will see a higher
percentage increase by 2035. In such areas, which includes Mid Sussex, it
suggests a tenure split more redolent of the Appellants’ modelling.
90. The Council argued that the tenure split is of less importance than the headline
figure. However, the evidence indicates that the extra care properties for rent
in this District are managed by Housing Associations and therefore an existing
homeowner would be unlikely to qualify for occupation. It also appears that the
pipeline supply of extra care housing is all social rented tenure. It is therefore
reasonable to assume that maintaining a tenure split that favours rental units
would be unlikely to allow realistic alternative options to the majority of older
people who are currently homeowners. In the circumstances and based on the
specific evidence I have been given, I consider that the Appellants’ assessment
of demand in terms of tenure is more credible and thus to be preferred.
91. The existing supply, taking account of the aforementioned demolitions, is 142
extra care units. If need is defined as the difference between supply and
demand, then even on the Council’s favoured provision rate it currently stands
at 244 extra care units. The information indicates that there are planning
permissions for some 132 additional extra care units in the pipeline, including
60 on the Burgess Hill strategic site. Whilst there is no national policy
imperative to maintain a 5 year supply of older person’s housing as is the case
with housing generally, this nonetheless signals a significant residual unmet
need regardless of tenure. On the basis of the Appellants’ higher provision rate
it would be even greater at 552 units. Either way it would rely on the permitted
units being built expeditiously. Using the tenure split favouring leasehold
provision, the Council’s assessment would be of a current need for 163
leasehold units whilst the Appellants’ assessment would be for 368 leasehold
units. The evidence indicates none in the pipeline supply.
92. Whilst there is no requirement in national policy or guidance to specifically
allocate sites for specialist housing for older people, the Planning Practice
Guidance does indicate that this may be appropriate where there is an unmet
need. The response in Mid Sussex is to apply a flexible approach through policy
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DP30 and the Council pointed out that the strategic allocations include
provision for a range of housing, including for older people. Policy DP30 also
indicates that further allocations may be made in the SA DPD if a shortfall is
identified. Policy DP25 has a similar provision to meet local needs for
community facilities, which include care homes and specialist housing. In the
SA DPD there is a single residential allocation in East Grinstead that includes a
“care community”. There is though no detail as to the number or type of units
and, in any event, the emerging status of the document means that very little
weight can be given to it at the present time.
93. In the circumstances I consider that the evidence indicates a significant level of
current unmet need, in particular for extra care leasehold housing, whichever
provision rate is adopted. Furthermore, this will significantly increase over the
local plan period. This situation has not been helped by the slow progress on
the SA DPD and the failure to recognise an unmet need that is clearly evident.
The Council’s riposte that it is not being inundated by enquiries or applications
for this type of development does not seem to me to be a very robust or
objective yardstick on which to rely. For all of these reasons I consider that the
provision of extra care units by the appeal development to be a matter of
substantial weight.
Freeing up family sized homes
94. As has already been said, in Mid Sussex a large proportion of those people 65
years of age and above are owner occupiers. Furthermore, the evidence
indicates that a considerable number of older householders under occupy their
homes. Indeed, the MSDP indicates in the supporting text to policy DP30 that
providing suitable and alternative housing for this cohort can free up houses
that are under occupied. It also records that a significant proportion of future
household growth will generate a need for family sized homes, including those
with over 3 bedrooms. This is reflective of the national picture.
95. There is though insufficient evidence to determine the proportion of new
occupiers that would necessarily derive from the local area. Whilst Retirement
Villages’ analysis indicates that a third of moves to its developments have been
from a 5 miles radius it also indicates that about 40% come from further than
20 miles. There is therefore likely to be some benefit to the local housing
market as well as a contribution made in terms of the national housing crisis.
Overall, I give this benefit significant weight.
On site facilities for use by the public
96. The appeal development would include some facilities that would be available
for use by those living outside the development. Albourne has no village shop
and whilst the proposed unit would be relatively small with a limited range of
goods it would stock day-to-day staples as I have already indicated. Residents
in the village could walk or cycle to the shop and it would, in my opinion,
provide a useful facility for those living nearby. I give this benefit significant
weight.
97. The lockers would allow those living nearby a point from which to collect online
deliveries. This would provide a convenient option if the person who ordered
the goods was not going to be at home. However, many delivery companies
offer specific time slots or the opportunity to nominate a safe place at home
Appeal decision: APP/D3830/W/19/3241644
where the package could be left. These options would clearly be more
convenient and, although the availability of the lockers could be useful in some
circumstances, I give the benefit limited weight.
98. The two workshops would be available for local artisans as well as residents.
However, I am not convinced that there is evidence of a demand for such
facilities. In the circumstances, I give this benefit limited weight.
99. Three rapid electric charging points would be available for use by the general
public as well as by residents. I am not aware of any similar facilities for
public use in the vicinity. This would therefore provide an opportunity to those
who wish to take advantage of a fast charge, perhaps combining it with a visit
to the shop. I therefore give this benefit significant weight.
Highway safety and traffic calming
100. There was local concern that the appeal proposal would be harmful to
highway safety. I am satisfied from my observations that lines of sight and
the geometry of the new access would be satisfactory to allow for safe entry
and exit. West Sussex County Council has a statutory responsibility to ensure
the safety of the local highway network. It has not raised objections to the
scheme on these grounds and this is a matter of considerable importance. The
forecast trip generation would be relatively small and there is no evidence
that London Road would have insufficient capacity to accommodate the
additional vehicles safely. The proposed parking provision would exceed the
Council’s minimum standards. There is therefore no reason why there should
be any overspill parking onto London Road.
101. The application drawing no: 1701-56 SK08 Rev B shows a number of
measures to improve road safety within the vicinity of the appeal site. These
include gateway features with kerb build outs and pinch points and a new 30
mph speed restriction between a point south of the limit of the built
development on the eastern side of London Road and a point between the
junction with Church Lane and the junction with Albourne Road. In the vicinity
of the site entrance the road width would be narrowed and to the south of this
would be an uncontrolled crossing with a refuge island and dropped kerbs.
102. These measures would be controlled by a planning condition. For the reasons
I have given I consider them necessary to encourage reduced traffic speeds
and allow residents to cross safely from the bus stop on the eastern side of
London Road. However, it also seems to me that there would be some wider
benefit due to decreased traffic speeds in the vicinity of the Church Lane
junction, which is one of the main entrances into the village. I note that the
ANP includes an aim to develop a scheme to improve the safety of road users
utilising the local stretches of London Road and Albourne Road. It seems to
me that this proposal would play some part towards achieving this objective.
This benefit is attributed significant weight.
Economic and social benefits
103. There would be employment benefits in terms of the provision of jobs during
the construction phase and also longer term in connection with the operation
of the site. There would also be some further spending within local shops and
facilities by the new population.
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104. There is evidence to indicate that elderly people who live in an extra care
environment, with all that it offers, benefit in terms of health and wellbeing.
The secure community environment and sense of independence can reduce
social isolation and encourage greater fitness and healthy lifestyles. It is
reasonable to surmise that these factors are likely to result in a lower number
of visits to the GP, reduced hospital admissions and overall savings to the
National Health Service. The social and economic benefits are matters to
which I give significant weight.
OTHER MATTERS
Ashdown Forest
105. The appeal site is outside the 7km zone of influence of Ashdown Forest
Special Protection Area and therefore the issue of potential recreational
disturbance would not be of concern. It is though necessary to consider
whether there would be any effect on the Ashdown Forest Special Area of
Conservation as a result of increased nitrogen deposition from vehicle
emissions. The Council’s Screening Report indicated that the in-combination
transport model that supported the District Plan showed no overall traffic
impact in terms of its strategy for housing and employment growth. The
County Council considered that there would be about 4.6 additional daily trips
that would travel to or through the Forest. I am satisfied with the conclusion
of the Council that this would not result in a significant in-combination effect.
Ecology
106. There have been a number of local representations relating to the ecological
interest of the site. The Appellants’ Ecological Assessment records the site as
having relatively low value with much of its central area comprising managed
semi-improved grassland. The most important areas for wildlife comprise the
boundary trees and hedgerows, which are to be retained and protected during
the construction period. The assessment includes a programme of mitigation
prior to site clearance to take account of reptiles and in the unlikely event that
Great Crested Newts are found to be present. These are protected species and
it is an offence to undertake development that would cause them harm.
Similarly, there is a requirement to protect birds during the nesting season.
107. There is no evidence that bats are using the bungalow as a roost. If that were
found to be the case during demolition, work would have to cease to allow the
proper licence protocols to be followed. Bats will use the site for commuting
and foraging, especially along the retained hedgerow lines. A condition is
therefore required to control the level and type of lighting to ensure habitats
are not disturbed. Overall, I am satisfied that the development would not give
rise to unacceptable harm to ecological interests.
108. There are also proposed enhancements to biodiversity including introducing
species rich grassland, new hedgerows, a wild flower meadow and a new
pond. Swift bricks and bat boxes would also be provided.
Local healthcare services
109. There was local concern that the local healthcare facilities would be
inadequate to serve the new residents. It is appreciated that existing
residents often have to wait a considerable time to get a doctor’s appointment
Appeal decision: APP/D3830/W/19/3241644
but that unfortunately is a much wider issue and applies to many places.
Inevitably new residents will need medical care from time to time. However,
there have been no representations from the local NHS Foundation Trust or
local doctors objecting to the scheme or indicating an issue with capacity.
Residential amenity
110. Objections have been raised that the proposed development would result in
overlooking and loss of privacy, particularly to properties on the eastern side
of London Road. However, the Parameters Plan indicates a 10m inset of new
development from the boundary treeline. Furthermore, the outline form of the
proposal means that matters such as window positions would be determined
at a later stage. In the circumstances, I am satisfied that there would be no
unacceptable harm to the living conditions of existing residential occupiers.
Other appeal decisions
111. My attention was drawn to a number of appeal decisions, including some
relating to other Retirement Villages’ developments. A number were cited in
relation to the Use Class matter, which is no longer an issue in this appeal.
Most concerned other local authority areas and turned on their own evidence.
112. The appeals relating to Bolney were the subject of a recent decision in Mid
Sussex District. One appeal was for a care home and the other for a care
home and 40 age-restricted dwellings. The latter were classed as a C3 use.
The conclusions of my colleague on need seem to relate to the care home
(Class C2) element of the scheme rather than the extra care dwellings. In any
event, I do not know what evidence was presented in respect of that scheme
or whether tenure was a particular issue. I have commented on my
colleague’s conclusion on accessibility above. Overall, I do not consider that
this decision is of particular assistance or relevance to the present appeal.
PLANNING OBLIGATIONS
113. The S106 Agreement and UU were considered in detail at the inquiry. They
were each engrossed on 20 August 2020. I have considered the various
obligations with regards to the statutory requirements in Regulation 122 of
the Community Infrastructure Levy (CIL) Regulations and the policy tests in
paragraph 56 of the Framework. It should be noted that the Deeds contain a
“blue pencil” clause in the event I do not consider a particular obligation to be
justified in these terms. In reaching my conclusions I have had regard to the
supplementary planning document: Development Infrastructure and
Contributions Supplementary Planning Document (2018) (the SPD) and
development plan policies, including policy DP20 in the MSDP, which relates to
securing infrastructure.
The S106 Agreement
114. This is made between the Council, West Sussex County Council, the Owner
(Notcutts Ltd) and the Developer (Retirement Villages Developments Ltd). The
library contribution is based on a formula set out in the SPD and a worked
example is provided in the First Schedule. This cannot be definitive at this
stage as the final housing mix is not yet determined. In addition, the cost
multiplier will change annually. Although the clubhouse would include a
library, no details have been provided. The one I saw at Charters was very
Appeal decision: APP/D3830/W/19/3241644
limited in terms of its size and breadth of reading material. I consider that
residents of the development would be likely to use the public library in
Hurstpierpoint. The County Council indicates that its facilities would require
expanding to cope with the additional population. In the circumstances I
consider that the library contribution would be justified.
115. The TRO Contribution would be used to promote and advertise a Traffic
Regulation Order to reduce the speed limit from 40 mph to 30 mph in the
vicinity of the site. This would be part of the traffic calming measures, which
have been referred to above. I was told that £7,500 reflected the fixed cost to
West Sussex County Council of consultation and review and it therefore seems
reasonable and proportionate.
116. The dedicated minibus would be provided prior to the occupation of any
dwelling and the covenant includes its use for residents and staff in
accordance with the Travel Plan. This is necessary to enhance the accessibility
of the development as I have explained above.
117. For all these reasons I am satisfied that all of the obligations are necessary,
directly related to the development and fairly related in scale and kind. They
comply with Regulation 122 of the CIL Regulations and paragraph 56 of the
Framework. They can be taken into account in any grant of planning
permission.
The UU
118. A primary resident is a person who is 65 years or older and is in need of at
least 2 hours of personal care a week. The basic care package, which it is
obligatory to take, is defined to include a range of services that are needed by
reason of old age or disablement following a health assessment. The health
assessment is to be undertaken by the partner domiciliary care agency who
must be registered by the Care Quality Commission. There is also provision
for a periodic review of the health assessment to establish whether a greater
level of care has become necessary. The domiciliary care agency would also
provide a 24-hour monitored emergency call system.
119. The Communal Facilities would be provided in the clubhouse on the northern
part of the site. They would include a number of facilities such as a
restaurant, bar, lounge, library, therapy and exercise room, hair salon,
function room, shop and collection facility. The covenants also require
construction of the clubhouse prior to the occupation of any dwelling and all
residents and their guests would have access to it. The shop and collection
facility would also be accessible to non-residents. Restrictions on the
operation of the communal facilities may be imposed by the Management
Company, including in respect of the hours of opening of the shop.
120. The scheme would include 2 workshops within the clubhouse with details to be
approved at reserved matters stage. These would be made available for use
before more than 50% of the dwellings are occupied. They would be made
available for use by residents and local businesses and subject to restrictions
by the Management Company, including hours of operation and the nature of
the use.
121. The Management Company would be established prior to the occupation of
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any dwelling as a non-profit making legal entity. It or the Owner would
manage the sustainable drainage system (SuDS). It or the Owner would also
operate the workshops, shop and collection facility. Any profit received by the
Management Company from operating the Communal Facilities and workshops
would be used to offset against the annual service charge payable by each
homeowner. There is also a restriction on the disposal of the communal
facilities or workshops.
122. The Covenants by the Owner to the Council are contained within the First
Schedule to the Deed. They are required to ensure that the development
would operate effectively as an extra care facility within Use Class C2, which
formed the basis of the planning application and on which it has been
assessed. They would ensure that the communal facilities are operated and
managed for the long-term benefit of the residents living on the site and that
the drainage system remains effective and fit for purpose during the lifetime
of the development. I consider that all of the obligations are necessary,
directly related to the development and fairly related in scale and kind. They
comply with Regulation 122 of the CIL Regulations and paragraph 56 of the
Framework. They can be taken into account in any grant of planning
permission.
PLANNING CONDITIONS
123. A list of planning conditions was drawn up by the main parties and these were
discussed at the inquiry. My consideration has taken account of paragraph 55
of the Framework and advice in the Planning Practice Guidance. In particular I
have had regard to the Government’s intention that planning conditions
should be kept to a minimum and that pre-commencement conditions should
be avoided unless there is clear justification. The Appellants have confirmed
acceptance in writing of those pre-commencement conditions that have been
imposed. I have changed the suggested wording in some cases to ensure that
the conditions are precise, focused, comprehensible and enforceable.
124. The Appellants have agreed to a shorter implementation period in this case to
reflect the case that it has put forward about the scale of the current unmet
need. I was told that Retirement Villages will be developing the site itself and
thereafter managing the development as part of its extra care portfolio. Much
store was set on the high quality of the development and the way the
proposed layout had been designed to respect the existing landscape and
views. In order to ensure that this is carried forward into the scheme that
eventually materialises it is necessary to require compliance with the
Parameter Plan and Sketch Layout. For similar reasons and to ensure that the
development fulfils its intended purpose, a condition limiting the number of
dwellings to 84 is required.
125. A relatively recent Ecological Impact Assessment has already been submitted
and so I consider it unnecessary to require further details to be submitted. A
condition is though necessary to ensure that the mitigation and enhancement
measures are implemented in order to protect ecological interests and
improve biodiversity. The suggested condition on ecological management
requires details that have already been submitted in the above assessment. I
have therefore reworded the suggested condition accordingly. Although
landscaping is a reserved matter, it is appropriate at this stage to ensure that
Appeal decision: APP/D3830/W/19/3241644
protective measures for retained trees and hedgerows are provided during
construction in order to protect wildlife and visual amenity. I have reworded
this to take account of arboricultural information that has already been
submitted. For similar reasons a condition requiring the arrangements for the
management and maintenance of the landscaped areas is required.
126. The landscaped grounds would be communal areas and individual dwellings
would not have amenity space other than a small patio area for sitting out.
The erection of individual private enclosures would not fit in with this ethos or
the open character of the site. In the circumstances a condition is necessary
to remove permitted development rights for the erection of such features and
to retain the gardens as places for all residents to enjoy.
127. The construction period would inevitably cause some disturbance and
inconvenience to those living and working in the area as well as to road users.
A Demolition and Construction Management Plan is therefore required to help
minimise adverse impacts. Separate conditions have been suggested to
prevent the burning of waste material and restrict working hours. This is
unnecessary as both of these matters would be covered by the provisions of
the Plan.
128. A desk-based assessment submitted with the planning application concluded
that the archaeological potential of the site was low. It recommends further
investigation in the form of trial trenching. The County Archaeological Officer
commented that there was nothing to indicate that remains were of a
standard that would require preservation in situ. A condition is therefore
appropriate to require a written scheme of investigation. There are significant
gradient changes across the site. In order to ensure that the development
would be visually acceptable, details of ground and floor levels are required.
129. The site has been previously used as a tree nursery with various buildings and
glasshouses. The evidence suggests that contamination risks would be
generally low. A precautionary but proportionate response is justified with a
sequence of conditions that would require actions depending on whether
contamination is found to be present.
130. Separate conditions are necessary for foul and surface water drainage. The
Flood Risk and Drainage Strategy submitted with the application indicated
that the site has a low flood risk and that surface water would be satisfactorily
disposed by means of a sustainable drainage system (SuDS). In order to
ensure this operates effectively in the longer terms it is necessary to require
details of the management and maintenance of the system. The UU includes a
covenant that the Owner or Management Company would be responsible for
the SuDS, but it is not unreasonable to require that information be submitted
of any adoption arrangements going forward. With these safeguards in place
there is no evidence that there would be a flooding risk either on the site or
elsewhere as a result of the appeal proposal.
131. A Travel Plan was submitted at application stage and its objectives include
reducing the need for staff, residents and visitors to travel by car. It also
contains targets to increase pedestrian, bus and cycle trips with milestones
over a 5 year period. Various measures are included to encourage sustainable
travel choices as already discussed above. A Final Travel Plan will be required
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to be submitted based on the already submitted document before the site is
first occupied.
132. In order to encourage sustainable solutions and comply with the
Government’s objective of moving towards zero emission road transport, the
provision of electric charging points is necessary. These would include the
three rapid active charging points in the communal parking area. Parking for
residents is not assigned and it is understood that the use of the private
parking spaces would be subject to a separate agreement. In such
circumstances these spaces would be provided with passive provision, which
can be activated by a socket as and when required.
133. Means of access is not a reserved matter and the details of this along with the
new footway and traffic calming measures are shown on drawing no: 1701-56
SK08 Rev B. In order to ensure the safety of road users and pedestrians it is
necessary to require the details to be implemented prior to the occupation of
the development. I have reworded the condition to be comprehensive and
concise. It is also important that before a dwelling is first occupied it is served
by a pedestrian and vehicular access in order to ensure a safe and secure
residential environment.
134. External lighting, especially along roadways and within public areas, can be
intrusive and detrimental to ecological interests as well as the visual amenity
of neighbouring residents. I have amended the wording to make the condition
more concise bearing in mind that the approval of the relevant details is
within the control of the Council. In order to meet the requirements of the
Water Framework Directive and policy DP42 in the MSDP a condition is
necessary to restrict water usage to that set out in the optional requirement
in Part G of the Building Regulations.
135. Conditions relating to materials and landscaping are unnecessary as these will
be considered at reserved matters stage.
PLANNING BALANCE AND OVERALL CONCLUSIONS
136. I consider that the development plan is up-to-date and that the basket of
most important policies for determining this application are not out-of-date.
The development would conflict with policies DP6, DP12, DP15 and DP34 in
the MSDP and ALC1 and ALH1 in the ANP and in my judgement it would be
contrary to the development plan when taken as a whole. The “tilted balance”
and the presumption in favour of sustainable development in paragraph 11 of
the Framework would therefore not apply.
137. Planning law requires that applications for planning permission must be
determined in accordance with the development plan unless material
considerations determine otherwise. The MSDP was adopted relatively
recently and the Framework makes clear that the planning system should be
genuinely plan-led. Nevertheless, in this case there are a number of material
considerations to be taken into account. The provision of extra care leasehold
housing to meet a considerable level of unmet need is of particular
importance, but there would also be various other benefits. I have explained
why I consider them of pertinence and the reason for the varying degree of
weight that I have attributed to them. Overall, I consider that the package of
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benefits delivered by this appeal development is a matter of very substantial
weight in the planning balance.
138. There would be harm to the landscape and the character and appearance of
the area, including the village of Albourne. For the reasons I have given this
would be relatively limited and localised.
139. There would be harm to the significance of designated and undesignated
heritage assets by virtue of development proposed within their setting. In
terms of the listed buildings the less than substantial harm identified in each
case would be relatively low on the scale but nevertheless these are
irreplaceable assets and the harm should be given considerable importance
and weight. Nevertheless, in my judgement the harm would be outweighed by
the very substantial public benefits I have identified. Spurk Barn is an
undesignated heritage asset and the scale of harm relative to its significance
would be low. The balance in that case is also that the benefits would
outweigh the harm.
140. Drawing all of these matters together my overall conclusion is that this
particular development would result in benefits of such importance that they
would outweigh the harm that I have identified and the conflict with the
development plan. In such circumstances, material considerations indicate
that planning permission should be granted otherwise than in accordance with
the development plan.
141. I have taken account of all other matters raised in the representations and in
the oral evidence to the inquiry but have found nothing to alter my conclusion
that, on the particular circumstances of this case, the appeal should succeed.
Christina Downes
INSPECTOR
Appeal decision: APP/D3830/W/19/3241644
ANNEX A: APPEARANCES
FOR THE APPELLANTS:
Mr Christopher Young Of Queen’s Counsel
Ms Leanne Buckley-Thomson Of Counsel, both instructed by Ms L Wilford,
Barton Willmore
They called:
Mr G Flintoft BA(Hons) Planning Director of Retirement Villages Ltd
DipTP DipUD MRTPI
Mrs L Wilford BA(Hons) Planning Associate of Barton Willmore
DipTP MRTPI
Mr J Donagh BA(Hons) Development Economics Director of Barton
MCD MIED Willmore
Mr P Clark BA Landscape Associate of Barton Willmore
MALscArch CMLI
Mr J Darrell BSc(Hons) Associate Director of Transport Planning
CMILT MCIHT Associates
Richard Garside MRICS Director and Head of Newsteer
Mr J Smith BA(Hons) MA Deputy Operational Director of Heritage at RPS
PGCE DGDip MCIfA IHBC
Mr T Kernon BSc(Hons) Director of Kernon Countryside Consultants Ltd
MRAC MRICS FBIAC
*Ms J Burgess LLB Solicitor with Aardvark Planning Law
Law(Hons)
*Participated in the Planning Obligations session
FOR THE LOCAL PLANNING AUTHORITY:
Mr Jack Parker Of Counsel, instructed by Mr T Clark, Solicitor
and Head of Regulatory Services, Mid Sussex
District Council
He called:
Mr D McCallum Project Director of DPDS Ltd
BA(Hons) MPhil MRTPI
Mr W Harley BSc(Hons) Director of WH Landscape Consultancy Ltd
CMLI
Mr C Tunnell BSc(Hons) Director of Arup and Leader of the London
MPhil FRTPI FAcSS FRSA Planning Group
Ms E Wade MA MSc Conservation Officer at Mid Sussex District
Council
FOR THE RULE 6 PARTY:
Ms N Ernest Councillor of Albourne Parish Council
Mr G Stafford Chair of Albourne Parish Council
Mr J Butler Vice Chair of Albourne Parish Council
Mr J Drew Councillor of Albourne Parish Council
Appeal decision: APP/D3830/W/19/3241644
INTERESTED PERSON:
Mr P Holding Local resident of Church Lane, Albourne
ANNEX B: DOCUMENTS AND PLANS
DOCUMENTS
1 Planning for Retirement, ARCO and CNN (June 2020), submitted
by Mr Young
2 The health and social care cost-benefits of housing for older
people, the Mears Group (June 2019), submitted by Mr Young
3 Inquiry Note submitted by the Appellants explaining the reason for
submitting Documents 1 and 2
4 Specialist housing need, alternative assessments, prepared by Mr
Donagh
5 Tables of supply of specialist housing for older people, prepared by
Mr Donagh
6 Understanding local demand from older people for housing, care
and support, submitted by Mr Young
7/1 Committee Report relating to development including an extra care
facility at Sayers Common, submitted by Mr Parker
7/2 Location plan of the Sayers Common development site submitted
by Mr Young
7/3 Policy C1 of the Mid Sussex Local Plan (2004), submitted by Mr
Parker
8/1 Secretary of State’s decision on development at Wheatley
Campus, Oxford Brookes University (APP/Q3115/W/19/3230827)
dated 23 April 2020, submitted by Mr Young
8/2 Inspector’s Report on the above appeal, submitted by Mr Young
9 Correspondence with Housing LIN concerning the use of the
SHOP@ tool, submitted by Mr Young
10 Planning Obligation by Agreement between Mid Sussex District
Council, West Sussex County Council and Eldon Housing
Association Ltd relating to redevelopment for an extra care
housing scheme at Lingfield Lodge, East Grinstead
11 Decision by the High Court relating to a planning appeal for extra
care housing at The Elms, Upper High Street, Thame (31 July
2020), submitted by Mr Young
12/1 Representations on behalf of the Appellants to the Council’s
Strategic Housing and Economic Land Availability Assessment,
submitted by Mr Young
12/2 Correspondence between the Parish Council and the Appellants
regarding when the above was submitted
13/1 Schedule of draft conditions
13/2 Agreement by the Appellants to the pre-commencement
conditions
13/3 Appellants’ suggested additional conditions regarding electric
charging and water usage
13/4 Appellants’ suggested additional condition regarding the
communal gardens
14/1 Site visit itinerary and map
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14/2 Suggested viewpoint and map from Wolstonbury Hill, submitted by
the Parish Council
15 Amendments to Document 4 and the proof of evidence of Mr
Donagh, submitted by Mr Young
16 Agreed position on the Mid Sussex extra care housing supply,
submitted by Mr Young
17/1 Costs application by Mr Young on behalf of the Appellants
17/2 Costs response by Mr Parker on behalf of the Council
18 Correspondence by the Council and Appellants regarding the Use
Class of the proposed development
19 Planning Obligation by Agreement
20 Planning Obligation by Unilateral Undertaking
PLANS
A Application plans
B Sketch Layout Plan
ANNEX C: SCHEDULE OF PLANNING CONDITIONS
1. Details of the appearance, layout, scale and landscaping of the site
(hereinafter called the “reserved matters”) shall be submitted to and
approved in writing by the local planning authority before any development
takes place and development shall be carried out as approved.
2. Application of the approval of reserved matters shall be made to the local
planning authority before the expiration of 2 years from the date of this
permission.
3. The development hereby permitted shall take place not later than one year
from the date of approval of the last of the reserved matters.
4. Any reserved matter applications made pursuant to the development
hereby permitted shall demonstrate compliance with the Parameter Plan
(drawing no: and RETI150215 PP-01 rev G) and Sketch Layout (drawing
no: RETI150215 SKL-04 rev J).
5. No more than 84 extra care dwelling units shall be built on the site.
6. No development shall take place, including any works of demolition, until a
Demolition and Construction Management Plan (DCMP) has been submitted
to and approved in writing by the local planning authority. The DCMP shall
provide plans and details of the following:
a. Location of site offices
b. Demolition and construction traffic routeing
c. Location of plant and materials storage
d. The area within the site reserved for the loading, unloading and turning
of HGVs delivering plant and materials
e. The area reserved within the site for parking for site staff and operatives
f. Wheel washing facilities
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g. A scheme to minimise dust emissions from the site
h. Measures to control noise affecting nearby residents. This should be in
accordance with BS5228:2014 Code of practice for noise and vibration
control on construction and open sites, with particular regard to the
noisiest activities such as piling, earthmoving, concreting, vibrational
rollers and concrete breaking
i. A scheme for recycling and disposal of waste resulting from the
demolition and construction works
j. Delivery, demolition and construction working hours
k. Erection and maintenance of security hoarding, including decorative
displays and facilities for public viewing where appropriate
l. Site contact details
The approved DCMP shall be adhered to throughout the demolition and
construction period for the development.
7. No development shall take place until an archaeological written scheme of
investigation and programme of works has been submitted to and approved
in writing by the local planning authority. The investigation and works shall
be carried out as approved
8. The development shall be carried out in accordance with the mitigation and
enhancement measures in the Ecological Impact Assessment by Lloyd Bore
dated 7 March 2019.
9. No residential occupation shall take place until an Ecological Management
Plan has been submitted to and approved in writing by the local planning
authority. This shall include the arrangements for the maintenance and
management of the biodiversity measures carried out in accordance with
Condition 8. The development shall be carried out in accordance with
approved Ecological Management Plan.
10. No development shall take place, including works of demolition, until an
Arboricultural Method Statement has been submitted to and approved in
writing by the local planning authority. This shall detail protective measures
for trees and hedgerows to be retained in accordance with the principles
outlined in the Arboricultural Impact Assessment and Arboricultural Report,
both by Lloyd Bore Ltd (26 February 2019 Rev P05 and 22 November 2018
Rev P02, respectively).
11. Before the development is first occupied a Landscape Management Plan,
including long term design objectives, management responsibilities and
maintenance schedules for all landscape areas, shall be submitted to and
approved in writing by the local planning authority. The Landscape
Management Plan shall be carried out as approved.
12. The landscaped grounds of the development hereby permitted shall be
provided and managed as communal shared spaces. Notwithstanding the
Town and Country Planning (General Permitted Development) Order 1995
(as amended) or any subsequent Order revoking or re-enacting that order,
no fences, gates, walls or other means of enclosure shall be erected for the
purpose of creating an enclosed garden or private space for the benefit of
any extra care dwelling unit.
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13. No development shall take place, other than works of demolition, until
details of existing and proposed site levels and proposed ground floor slab
levels have been submitted to and approved in writing by the local planning
authority. The development shall be carried out in accordance with the
approved details.
14. No development shall take place, including works of demolition, until an
assessment of any risks posed by contamination has been submitted to and
approved in writing by the local planning authority. If any contamination is
found, a report specifying the measures to be taken to remediate the site
and render it suitable for the development shall be submitted to and
approved in writing by the local planning authority. The site shall be
remediated in accordance with the approved measures and a verification
report shall be submitted to and approved in writing by the local planning
authority. The assessment and any necessary remediation measures and
verification shall be undertaken in accordance with a timescale that has
been first submitted to and approved in writing by the local planning
authority.
15. If, during the course of development, any contamination is found which has
not been previously identified, work shall be suspended on the site and
additional measures for remediation shall be submitted to and approved in
writing by the local planning authority. The remediation shall incorporate
the approved additional measures and a verification report for all the
remediation works shall be submitted to the local planning authority within
14 days of the report being completed. It shall thereafter be approved in
writing by the local planning authority and carried out as approved before
any further work on the site recommences.
16. Before the development is first occupied details of the foul drainage system
for the site shall be submitted to and approved in writing by the local
planning authority. The development shall be carried out in accordance with
the approved details.
17. Before the development is first occupied details of the sustainable drainage
system (SuDS) for the site, which shall be in general accordance with the
Flood Risk and Drainage Strategy by Quad Consult dated May 2017, shall
be submitted to and approved in writing by the local planning authority.
The development shall be carried out in accordance with the approved
details.
18. Before the development is first occupied details of the implementation of
the SuDS approved under condition 17 shall be submitted to and approved
in writing by the local planning authority. These details shall include:
a. A timetable for implementation;
b. A management and maintenance plan for the lifetime of the
development;
c. Arrangements for adoption by any public body or statutory undertaker or
any other arrangements to secure the effective operation of the
sustainable drainage system throughout its lifetime.
The sustainable drainage system shall be implemented and thereafter
managed and maintained in accordance with the approved details.
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19. Before the development is first occupied a Final Travel Plan shall be
submitted to and approved in writing by the Local Planning Authority. The
Final Travel Plan shall be in accordance with the Travel Plan by TPA
Consulting, dated March 2019. The development shall be carried out in
accordance with the approved Final Travel Plan.
20. Before the development is first occupied, three rapid active electric
charging points shall be provided in the communal parking area serving the
shop for use by the general public and residents of the development. The
electric charging points shall be retained for their intended purpose for the
lifetime of the development.
21. No more than 75% of the extra care dwelling units shall be occupied until
no less than 84 parking spaces have been equipped for passive vehicle
charging, to allow for the integration of future charging points. Once the
charging points have been provided, they shall be retained for their
intended purpose for the lifetime of the development.
22. Before the development is first occupied:
a. The site vehicular access shall be constructed and open to traffic
b. The new section of footway along London Road shall be constructed and
available for pedestrian use
c. The off-site traffic calming scheme shall be completed
In accordance with the general arrangement shown on drawing no: 1701-
56 SK08 rev B.
23. Before a dwelling is first occupied the internal access roads and footways
serving that dwelling shall have been laid out and constructed in
accordance with details that have first been submitted to and approved in
writing by the local planning authority. The development shall be carried
out in accordance with the approved details.
24. No above ground development shall take place until details of external
lighting, including light intensity, spread and shielding, has been submitted
to and approved in writing by the local planning authority. The
development shall be carried out in accordance with the approved details.
25. The extra care units shall include water efficiency measures in order to
meet the optional requirement of Building Regulations part G to limit the
water usage of each extra care dwelling unit to 110 litres of water per
person per day.
End of conditions 1-25.
Costs Decision
Inquiry Held on 20-22, 24, 27, 30, 31 July and 6 August 2020
Site visits made on 16 July, 7 and 16 August 2020
by Christina Downes BSc DipTP MRTPI
an Inspector appointed by the Secretary of State for Communities and Local Government
Decision date: 11 September 2020
Costs application in relation to Appeal Ref: APP/D3830/W/19/3241644
Site of the former Hazeldens Nursery, London Road, Albourne, West
Sussex BN6 9BL
• The application is made under the Town and Country Planning Act 1990, sections 78,
320 and Schedule 6, and the Local Government Act 1972, section 250(5).
• The application is made by RV Developments Ltd and Notcutts Ltd for a partial award of
costs against Mid Sussex District Council.
• The inquiry was in connection with an appeal against the refusal of planning permission
for up to 84 units (comprising of apartments and cottages) all within Use Class C2,
associated communal facilities. 2 workshops, provision of vehicular and cycle parking
together with all necessary internal roads and footpaths, provision of open space and
associated landscape works, and ancillary works and structures. Works to include the
demolition of the existing bungalow on the site.
Decision
1. The application for an award of costs is refused.
Reasons
2. The basis of the Applicants’ case for a partial award is that the Council has not
provided any credible evidence to support its contention that there is not an
unmet need and that it should therefore have conceded the need case.
3. The Council did assess the need for elderly persons housing in the HEDNA
Addendum, including extra care accommodation, using the SHOP@ toolkit.
Although there was a dispute about whether the provision rate adopted was
appropriate, this is a matter of judgement. There is no right or wrong and the
higher provision rate favoured by the Applicants is neither definitive nor
evidentially based. It seems to me that the Council’s justification for using its
favoured provision rate was adequately justified in its evidence.
4. The Council explained its approach to tenure split and why it decided to
consider future need on the basis of existing tenures. I find this rather difficult
to understand given that the vast majority of likely recipients of future extra
care housing are owner occupiers. However, the Council’s main point was that
it was the headline need that was important in a land use policy response
rather than whether it was for a leasehold or rented product. This is not an
unreasonable position and the MSDP Examiner clearly found the evidence in
the HEDNA Addendum acceptable, subject to modifications that were
subsequently accepted. There is no requirement in national policy or guidance
to allocate sites for specialist housing for older people in the development plan.
Costs Decision APP/D3830/W/19/3241644
5. At the end of the day, the weight to be given to a material consideration is for
the decision maker to decide. The Council has not denied that there is a need
for extra care accommodation or that the housing provided by the appeal
scheme would be a benefit. The dispute is the extent to which the need is
unmet. It came down to a difference of opinion between whether the matter
should be given moderate or substantial weight in the planning balance.
6. For all of the above reasons, unreasonable behaviour resulting in wasted
expense as described in the Planning Practice Guidance has not been
demonstrated.
Christina Downes
INSPECTOR
Inquiry Held on 20-22, 24, 27, 28, 30, 31 July and 6 August 2020
Site visits made on 16 July, 7 and 16 August 2020
by Christina Downes BSc DipTP MRTPI
an Inspector appointed by the Secretary of State for Communities and Local Government
Decision date: 11 September 2020
Appeal Ref: APP/D3830/W/19/3241644
Site of the former Hazeldens Nursery, London Road, Albourne, West
Sussex BN6 9BL
• The appeal is made under section 78 of the Town and Country Planning Act 1990
against a refusal to grant outline planning permission.
• The appeal is made by [APPELLANT] against the decision of
Mid Sussex District Council.
• The application Ref DM/19/1001, dated 8 March 2019, was refused by notice dated 26
July 2019.
• The development proposed is an extra care development of up to 84 units (comprising
of apartments and cottages) all within Use Class C2, associated communal facilities. 2
workshops, provision of vehicular and cycle parking together with all necessary internal
roads and footpaths, provision of open space and associated landscape works, and
ancillary works and structures. Works to include the demolition of the existing bungalow
on the site.
DECISION
1. The appeal is allowed and outline planning permission is granted for an extra
care development of up to 84 units (comprising of apartments and cottages) all
within Use Class C2, associated communal facilities. 2 workshops, provision of
vehicular and cycle parking together with all necessary internal roads and
footpaths, provision of open space and associated landscape works, and
ancillary works and structures. Works to include the demolition of the existing
bungalow on the site on the site of the former Hazeldens Nursery, London
Road, Albourne, in accordance with the terms of the application, Ref
DM/19/1001, dated 8 March 2019, subject to the conditions in Annex C to this
decision.
PROCEDURAL MATTERS
2. A costs application was made by RV Developments Ltd and Notcutts Ltd against
Mid Sussex District Council. This is the subject of a separate Decision.
3. The application was made in outline form with access as the only matter to be
considered at this stage. It was accompanied by a Parameter Plan (drawing no:
RETI150215 PP-01 rev G) along with a detailed plan of the access and traffic
calming measures proposed along London Road (drawing no: 1701-56 SK08
rev B). Following discussion at the inquiry it was agreed that the Sketch Layout
(drawing no: RETI150215 SKL-04 rev J) should also be treated as an
application drawing.
Appeal decision: APP/D3830/W/19/3241644
4. At the request of the Appellants, I undertook an accompanied visit to Charters
Village, one of Retirement Villages’ extra care developments in East Grinstead,
West Sussex.
5. The proposal is supported by a Planning Obligation by Agreement (S106
Agreement) and a Planning Obligation by Unilateral Undertaking (UU). Just
before the close of the inquiry the Council and the Appellants were involved in
further discussions about the definition of Personal Care in the UU, amongst
other things. As a result, changes were made whereby the Council reviewed its
position and agreed that the proposed development would fall with Use Class
Use C2 rather than Class C3 in the Town and Country Planning (Use Classes)
Order 1987 (as amended). As a consequence, there was no longer a policy
requirement for affordable housing and the reason for refusal relating to that
matter was no longer pursued. In order to allow the completion and
engrossment of the legal documents, I agreed to a short extension of time
following the close of the inquiry.
6. The planning application was made with reference to Use Class C2 in the
description of the proposal. I was told that the Council would not validate it
unless this reference was removed, which the Appellants agreed to do although
by accounts not altogether willingly. In any event, as indicated in the preceding
paragraph there is now no dispute that the proposal would fall within Class C2
and so it remains in the description as originally submitted.
REASONS
PLANNING POLICY CONTEXT AND THE APPROACH TO DECISION MAKING
7. For the purposes of this appeal the relevant part of the development plan
comprises the Mid Sussex District Plan 2014-2031 adopted in March 2018 (the
MSDP) and the Albourne Parish Council Neighbourhood Plan made in
September 2016 (the ANP). I do not consider that there are any pertinent
saved policies or allocations in the Mid Sussex Local Plan (2004) or the Small
Scale Housing Allocations Development Plan Document (2008) in this case. I
return to this briefly below. The West Sussex Joint Minerals Local Plan (2018) is
agreed by all parties not to be relevant.
8. It is the Appellants’ case that the presumption in favour of sustainable
development applies as set out in paragraph 11 of the National Planning Policy
Framework (the Framework). This is on two counts each of which is considered
below. The first is that the development plan itself is not up-to-date. If that is
the case, then the Appellants agree that paragraph 11c) could not apply. The
second is that the basket of most important policies for determining the
application are out-of-date because they are inconsistent with Framework
policies. It is agreed between the main parties that the Council is able to
demonstrate a five-year supply of deliverable sites to meet its housing
requirement.
Whether the development plan as a whole is up-to-date
9. The Council has chosen to adopt a two-stage approach whereby the MSDP only
includes strategic allocations, with the smaller housing sites to be identified
through a Site Allocations Development Plan Document (SA DPD) and
neighbourhood plans. Policy DP4 in the MSDP anticipates the former document
Appeal decision: APP/D3830/W/19/3241644
being adopted in 2020, but the 2019 Local Development Scheme envisages this
to be the summer of 2021. I was told at the inquiry that the Regulation 19
consultation had only just commenced and so there appears to have been
further slippage and a more realistic assessment would be adoption later next
year or even early in 2022.
10. The 2004 Planning & Compulsory Purchase Act (as amended) requires local
planning authorities to identify strategic priorities for the development and use
of land in their area. Policies in the development plan document must address
these priorities. This is reflected in paragraph 17 of the Framework and
similarly in the 2012 version of the Framework. The MSDP sets strategic
priorities (termed objectives) in Chapter 2 and the policies to address them in
Chapter 4. These include policy DP4. As mentioned above, policy DP4
specifically refers to the subsequent preparation of the SA DPD. If this had
been required to have been produced at the same time it is difficult to see how
the Examining Inspector could have been found it legally compliant in terms of
consistency with national policy or legislation. However, it was found to be
sound and as far as I am aware, no legal challenge was made to its adoption.
11. It is the case that the Examining Inspector indicated an expectation that the SA
DPD would follow “soon after this plan” and recorded that the Council had
committed to bringing it forward “at an early date”. However, there was no
clear indication as to the anticipated timeframe, apart from what is indicated in
policy DP4. There has clearly been slippage but, the complaint that the MSDP
does not adequately address small sites coming forward is as true now as it
was when the plan was found sound. The Framework does not require a plan to
necessarily allocate all of the housing land supply for the whole plan period.
That is why it distinguishes between deliverable and developable sites during
different stages of the lifetime of the plan.
12. In any event, the MSDP includes other means for bringing small sites forwards
including neighbourhood plans. Mid Sussex District has a good coverage of
such plans, albeit that most were made under the auspices of the 2004 Local
Plan. Nevertheless, there is insufficient evidence to support the Appellants’
assertion that this therefore means that the contribution of small sites from
this source is “nominal” on a district-wide basis. Whilst the Albourne
Neighbourhood Plan includes few allocations, it is one of around 20 such plans.
Policy DP6 is permissive of settlement expansion and allows small sites of less
than 10 dwellings to come forwards under certain conditions. The Examining
Inspector considered that it provided the MSDP with extra robustness and
flexibility in maintaining a rolling 5-year supply of housing land.
13. For all of the above reasons I do not consider that the development plan is out-
of-date at the present time.
The most important policies for determining this application
14. The Council and the Appellants consider that the following policies, which are
included in the reasons for refusal, should be considered most important:
• MSDP: DP6, DP12, DP15, DP21, DP31, DP34, DP35
• ANP: ALC1, ALH1
All of these seem to me to fall within this category, save for policy DP31
Appeal decision: APP/D3830/W/19/3241644
relating to affordable housing. This rested on the dispute about whether the
proposal fell within Use Class C2 or Use Class C3 and this in turn was resolved
by the tightening of the definition of “Personal Care” in the UU. This document
was not finalised at the time that the planning application was being considered
by the Council and there was thus scope for change, as indeed happened
during the inquiry. There was no dispute that the policy does not apply to Use
Class C2 housing proposals and so, whilst it is relevant, I do not consider policy
DP31 is of key importance to the determination of the application.
15. There are a number of disputed policies, which are as follows:
• Policy DP4 relates to housing delivery and sets out the District’s housing
requirement and how it will be addressed. It also commits to the preparation
of a SA DPD as referred to above. It is clearly relevant to the consideration
of a housing proposal, but it is not a development management policy that
plays a significant role in determining planning applications. It is thus not a
most important policy in this case.
• Policy DP20 is included in the reasons for refusal and relates to securing
infrastructure and mitigation through planning obligations or the Community
Infrastructure Levy. This will be addressed through the legal Deeds and,
whilst clearly relevant is not to my mind of most importance.
• Policy DP25 concerns community facilities and local services and the
supporting text makes clear that specialist accommodation and care homes
are included. This supports the type of development being proposed and is
therefore a most important policy in this case.
• Policy DP30 relates to housing mix and the need to meet the current needs
of different groups in the community, including older people. It is a most
important policy to the consideration of this proposal.
• Policy ALH2 in the ANP is an allocation for 2 houses in Albourne. This is not
of particular relevance to the proposal and is not a most important policy.
16. The Appellants consider the saved policies in the 2004 Local Plan and policies
SSH/7 to SSH/18 in the 2008 Small Scale Housing Allocations Development
Plan Document to be most important. These relate mainly to site specific
matters and allocations. Both are based on an out-of-date housing requirement
established in the West Sussex Structure Plan. They also do not address the
need for elderly persons accommodation. However, their relevance to the
current proposal is tenuous and they are not of pertinence to this application.
17. Drawing together the above points, the most important policies to the
determination of this application are:
• MSDP: DP6, DP12, DP15, DP21, DP25, DP30, DP34, DP35
• ANP: ALC1, ALH1
Whether the most important policies are out-of-date
18. Whether the aforementioned policies are considered out-of-date in terms of
paragraph 11d) of the Framework will depend on their degree of consistency
with its policies. This was not a matter that the Council specifically addressed in
its evidence, but I agree with the Appellants’ assessment that policies DP21,
Appeal decision: APP/D3830/W/19/3241644
DP34 and DP35 are consistent and can be considered up-to-date.
19. The Appellants’ complaint regarding policies DP6, DP15, DP25 and DP30 is that
they fail to address the way that extra care housing will be provided to meet
identified needs as required by the Framework and Planning Practice Guidance.
20. The assessment of need, including for older person’s housing, was undertaken
through the Housing and Economic Needs Assessment (HEDNA) and its
Addendum and formed part of the evidence base for the MSDP. Whilst this has
been strongly criticised by the Appellants on many counts it nevertheless does
provide an assessment of the type and tenure of housing needed for older
people. Furthermore, it is clear that the Examining Inspector considered the
matter of older person’s housing. Policy DP30 was found sound, subject to
modifications that were subsequently incorporated.
21. The matter of need is considered in detail later. However, policies DP25 and
DP30 flow from the assessment of need in the HEDNA Addendum. Policy DP30
indicates that current and future needs of different community groups,
including older people, will be met and that if there is found to be a shortfall in
Class C2 housing, allocations through the SA DPD will be considered. There is
an allocated site (SA 20) within that draft document for a care community. The
Appellants are critical of this for various reasons, but the plan is still at an early
stage and these will be considered at the examination in due course.
22. Policy DP6 supports settlement growth, including to meet identified community
needs. Bearing in mind the terms of policy DP25, this could include extra care
housing. Policy DP15 addresses housing in the countryside and refers to policy
DP6 as a criterion. The Planning Practice Guidance is not prescriptive as to how
the housing needs of older people are addressed in planning policies. Overall,
the aforementioned policies are, in my opinion, consistent with the guidance
and Framework policy, including paragraph 61.
23. Policy DP12 indicates that the countryside will be protected in recognition of its
intrinsic character and beauty. It also refers to various landscape documents
and evidence to be used in the assessment of the impact of development
proposals. Whilst the wording could be improved, it does not seem to me to
imply uncritical protection but rather a more nuanced approach that takes
account of the effect on the quality and character of the landscape in question.
To my mind this is consistent with the policy in both the 2012 Framework,
under which the MSDP was considered, and the current version (2019). In that
respect I do not agree with the Inspector in the Bolney appeal that the
approach to protection has materially changed between the two documents.
24. Policy ALC1 seeks to maintain and where possible enhance the quality of the
rural and landscape character of the Parish. Overall, its terms seem to me to
be similar to policy DP12.
25. Policy ALH1 generally supports development on land immediately adjoining the
built-up boundary, whereas policy DP6 permits such development if it is
contiguous with an existing built-up area. Policy ALH1 also has the added
requirement that other than a brownfield site the development must be infill
and surrounded by existing development. These provisions are more restrictive
than policy DP6 in the MSDP, which as the more recent policy in the
development plan therefore takes precedence.
Appeal decision: APP/D3830/W/19/3241644
Whether the basket of most important policies is out-of-date
26. From the above, I have found that other than policy ALH1 in the ANP, the most
important policies are not out-of-date and in the circumstances I do not
consider that the basket overall is out-of-date either.
Conclusions
27. Paragraph 11 of the Framework sets out the approach to decision making
within the context of the presumption in favour of sustainable development. In
this case there are development plan policies relevant to the determination of
this application and overall, I conclude that they are not out-of-date. Paragraph
11d)ii) is therefore not engaged.
28. In such circumstances it will be necessary to consider whether the proposal
would accord with an up-to-date development plan and whether paragraph
11c) is engaged. This is a matter to which I will return in my final conclusions.
THE EFFECT OF THE PROPOSAL ON THE CHARACTER AND APPEARANCE OF
THE AREA AND THE SURROUNDING LANDSCAPE, INCLUDING THE NEARBY
SOUTH DOWNS NATIONAL PARK
29. The appeal site comprises about 4.4 hectares of land on the western side of
London Road. Its previous longstanding use as a nursery ceased several years
ago. The large glasshouses that once stood on the northern area have been
demolished and all that now exists are remnant hardstandings. A small
bungalow occupies the north-eastern part of the site. This building would be
demolished, and the site would be redeveloped with 84 extra care dwellings
within a mix of apartment buildings and bungalows. The site is outside the
defined built-up boundary of Albourne and is therefore in the countryside for
policy purposes.
Effect on the landscape
30. The appeal site is within the Hurstpierpoint Scarp Footslopes Landscape
Character Area (the LCA) in the Mid Sussex Landscape Character Assessment
(2005). Key characteristics include undulating sandstone ridges and clay vales;
an agricultural and pastoral rural landscape; a mosaic of small and large fields;
woodlands, shaws and hedgerows with woodland trees; expanded ridge line
villages; traditional rural buildings and dispersed farmsteads; and a criss-cross
of busy roads. In addition, views are dominated by the steep downward scarp
of the South Downs.
31. The site boundaries are bordered by boundary tree and hedge lines, but in
places these are patchy and their quality is diminished in places by the
incursion of non-indigenous conifers. There is a small ridge running east to
west across the northern part, which includes the roadways, hardstandings and
bungalow along with conifer tree lines and groups. There is a narrow view of
the South Downs framed by vegetation. The southern section is on the shallow
valley side running down to Cutlers Brook and comprises rough grassland.
From here there are open views southwards to the escarpment. Two lines of
non-native hybrid black poplars cross the western section, which were grown
as shelter belts for the nursery stock.
32. Unlike Albourne and the surrounding countryside, I do not consider that the
Appeal decision: APP/D3830/W/19/3241644
appeal site is typical of the LCA of which it forms a part. Although it includes
some characteristics such as the shallow ridge and some outward views to the
escarpment, its tree and hedge lines are not particularly strong and its use as a
nursery over many years has changed its character substantially. In my
opinion, it is not well integrated with the wider landscape.
33. The appeal proposal is in outline, with the layout and external appearance to
be considered at a later stage. However, the Parameters Plan and Sketch
Layout help to establish some basic principles. The Arboricultural Impact
Assessment indicates that a number of trees and tree groups within the site
would be removed. These include the non-indigenous conifers and all those to
be felled are judged by the Tree Survey to be of low quality and value. The
better trees are mainly along the site boundaries and would be retained. Some
of the hybrid black poplars would be removed but most would be assessed and,
if necessary, there would be a phased programme of replacement with native
tree stock. There would also be additional indigenous tree planting in the
south-western corner in front of the incongruous conifer hedge along the
boundary with Spurk Barn.
34. The built development would be within the western and eastern parts of the
site with groups of cottages and apartment buildings set within landscaped
gardens and interspersed with intervening belts of trees. The cottages would be
one and a half storeys in height whilst the apartment buildings would be two-
storeys with some higher elements incorporating accommodation in the roof. A
10m landscaped swathe between the trees along the London Road boundary
and the adjacent apartment buildings is proposed. The largest building would
be the two-storey clubhouse, which would be at the northern end of the site.
There would be views maintained through to the South Downs escarpment,
although these would be within the context of a built environment.
35. Undoubtedly the character of the site would change. The proposal would
replace open and largely undeveloped land with buildings and hard surfacing
within a green framework. However, as the site shares few of the features that
provide this LCA with its identity and taking account of the large area that it
covers, the overall impact would be small-scale and localised. In terms of the
tree cover, the replacement of the non-indigenous species, especially the
conifer stands, with native trees would be a landscape benefit that would
increase as the new planting matures. For the reasons given below, I do not
consider that the appeal scheme would be seen as an expansion of the
ridgeline village. However, for the aforementioned reasons, the harm that
would arise to landscape character would be relatively small and would reduce
over time.
Visual effects
36. There are public footpaths close to the northern and western boundaries of the
site and these run west and south into the open countryside. They appear to be
well used and provide attractive routes that link up with a wider network of
paths for informal recreation. Walkers are likely to particularly value the rural
nature of these paths and the attractive views of the South Downs escarpment
and Wolstonbury Hill. These people will be attuned to the environment through
which they pass and thus highly sensitive to change. However, it is important
to remember that this will be a kinetic experience, which will continually
Appeal decision: APP/D3830/W/19/3241644
change as the receptor moves through the countryside.
37. During my visits to the area, I walked along the adjoining footpaths and to my
mind the place where the impact of the new development would be greatest
would be from the stretch of Footpath 19/1AI that runs adjacent to the
northern boundary. From the direction of London Road, the site is on the left.
At present there are intermittent inward views between trees and vegetation,
with a framed view of the escarpment about half-way along. However, this
corridor is not altogether rural in character and the inward view includes the
hard standings, roadway and bungalow as well as tall stands of conifer trees.
In addition, on the other side of the footpath is the large, hard surfaced car
park of the Brethren’s Meeting Hall. Whilst this is relatively well screened by
the mixed indigenous hedge along the boundary, there are glimpses through
the green wire fence and a full view through the metal gate. In addition, the
managed appearance of the hedge and tall lighting columns that project above
it further detract from the rural ambience. Further along the path, the large
barrel roofed building itself comes into view.
38. Nevertheless, the appeal development would result in a considerable change on
the southern side of the footpath. Whilst the Sketch Layout shows some tree
retention and a belt of new planting, the new buildings would be evident to the
observer and most particularly the long rear elevation of the clubhouse. Whilst
a view of the South Downs would be maintained this would be framed by built
development rather than vegetation. The existing user experience would
therefore be considerably diminished although the adverse effects would be
reduced over time as the new planting matures. Furthermore, these effects
would be experienced over a relatively small section of the walk. Once past the
site the footpath emerges into open farmland.
39. Approaching the site along Footpath 19/1AI from the other direction, there is a
wide panorama. At various points this includes the Brethren’s Meeting Hall
building, the houses in the village amongst trees, the vineyard and the roof of
Spurk Barn with Wolstonbury Hill behind. There are glimpses through the trees
along the western site boundary of the bungalow and the conifers along the
London Road frontage. The understorey is variable, and following development
I have little doubt that filtered views of the new buildings would be seen,
especially during the winter months. Whilst reinforcement planting with species
such as holly would provide more screening, I am doubtful that it would be
wholly effective in the longer term. Although there would be large gaps
between the clusters of new buildings, the context of Spurk Barn as a lone
rural outlier would also be compromised.
40. Footpath 18AI runs close to the western site boundary but when moving
southwards the walker’s attention is likely to be particularly drawn to the open
panoramic view of attractive countryside and the dramatic form of the South
Downs escarpment in the background. Views into the site would be to one side
and secondary in the overall experience. In the other direction, Spurk Barn is
the first building to come into view on the right-hand side. With its relatively
open frontage and domesticised curtilage, the effect of the new development
behind the trees would not be particularly pronounced.
41. Along the eastern site boundary, the bank with trees and understorey
vegetation provides a relatively good screen to London Road. However, in
Appeal decision: APP/D3830/W/19/3241644
places the cover is patchier and there are filtered views into the site, which will
be more pronounced in winter. Motorists would be concentrating on the road
ahead and so would have a lower awareness of changes to the peripheral view.
There is a footway along the eastern side of the road, and I was told that this is
relatively well used by dog walkers and those working in the businesses further
to the south. For these people there would be a change, but it would be on one
side and within the context of a relatively busy road and the existing built
development along the eastern side of London Road.
42. The north-eastern corner of the site would be opened up with a new section of
footway along the frontage and a new engineered access. This would entail
some frontage tree removal, although the higher value oak tree is shown to be
retained. From this point there would be a considerable change with views of
the new clubhouse, cottages and apartments. New landscaping would provide
some mitigation and the change would be experienced within the context of
other urbanising influences. These include the wide green metal gates and
entrance to the Brethren’s Meeting Hall adjacent and the relatively prominent
historic stuccoed houses opposite.
43. I observed the site from more distant footpaths, approaching along London
Road in both directions and from various points in Church Lane. However,
taking account of the undulating topography and the benefit of distance, I
judged that the visual impact would be largely benign. I walked up
Wolstonbury Hill and to the Devil’s Dyke but was unable to identify the site
from these more distant locations due to the vegetation cover. It may be that
there would more visibility following development and in winter. However, this
would be within the context of a wide panorama that includes built
development.
44. In the circumstances, even if it were to be seen, I do not consider that the
appeal scheme would materially detract from the enjoyment of these
panoramic views. The site is not within the Dark Skies zone of the South
Downs National Park and whilst the development would introduce new lighting
this could be controlled. In addition, it would be seen within the context of
lights in other villages, towns and roadways. In the circumstances there would
be no conflict with policy ALC2 or the dark skies initiative in the ANP.
45. For all of these reasons I consider that there would be some adverse visual
impacts, particularly for footpath users and at the site entrance on London
Road. However, these would be limited and localised. The adverse effects
would be reduced but not eliminated as new landscaping and tree planting
matures.
Effect on the character of the settlement of Albourne
46. Albourne is a ridgeline village and its main historic core is around The Street
and Church Lane with a smaller historic group of houses to the north at
Albourne Green. By the mid-20th century the space between these two areas
had been infilled and later still the village expanded eastwards. The village
therefore has a mixed character with the older parts in particular being defined
by their wooded setting. The village boundary is quite tightly defined for policy
purposes. However, as often happens, there is a more dispersed settlement
pattern with linear development radiating outwards along the road frontages,
Appeal decision: APP/D3830/W/19/3241644
including along the eastern side of London Road as far as Cutlers Brook. The
built-up area is therefore more extensive than the policy boundary.
47. The agrarian landscape provides the setting for this Downland village, but for
the reasons I have given above the appeal site is not representative of its rural
surroundings. Whilst it is largely undeveloped, in my opinion it contributes little
to the context of the village. On the other hand, the proposed development
would not appear as a natural expansion of the built-up area either. I
appreciate that it would not extend it further to the west or south, but this is a
factor of little consequence. The dispersed nature of the settlement is mainly
due to frontage development, which the appeal proposal could not claim to be.
48. The Brethren’s Meeting Hall is a development that physically, functionally and
visually stands outside the village. The appeal scheme would be further to the
south and appear as an outlier that would not conform to the prevailing pattern
of development described above. On the other hand, it would share some of
the features of the village. For example, the site benefits from a local ridgeline
and over time the new buildings would stand within a well treed environment.
Furthermore, the Design Commitment Statement indicates that the design
approach is to create a development that reflects the surrounding architecture
and landscape. The appearance of the new buildings is a matter that can be
controlled by the Council at reserved matters stage.
49. There has been a great deal of local concern about the size of the development
relative to the existing village. The Parish Council indicate that Albourne has
about 250 households and some 650 residents. It therefore points to an
increase in size of over 30%. For the reasons I have already given, I do not
consider that this development would appear as a natural extension to the
village. However, the proposed shop, lockers, electric charging points and
workshops, which I discuss later, would allow a degree of community
integration. The village itself has grown incrementally and cannot be viewed as
a set piece that has not changed over time. There may be harmful impacts
from an increasing population in terms of highway safety and insufficient
infrastructure, for example and I consider these later. However, the size of the
development in itself would cause little harm to the character of the village, in
my judgement.
Effect on agricultural land
50. Paragraph 170 of the Framework seeks to recognise the benefits of protecting
the best and most versatile agricultural land, which is classified as Grades 1, 2,
and 3a.The appeal site is shown on the Provisional Agricultural Land
Classification Maps as being within an area of Grade 2, which denotes very
good quality farmland. However, these maps were not based on physical
surveys. They were intended to provide strategic guidance for planners on a
small-scale map base. Natural England in its Technical Information Note
TIN049, advises that they are outdated and should not be relied on for
individual site assessments.
51. The Appellants commissioned an Agricultural Land Classification Report, which
was based on a site survey carried out in February 2020, including examination
of 5 auger samples and a trial pit. This concluded that the land was grade 3b
with shallow soils over a depth of dense clay subsoil. This is the best available
Appeal decision: APP/D3830/W/19/3241644
evidence and I am satisfied that the development would not result in the
unacceptable loss of high value agricultural land.
Overall conclusions
52. The appeal site is located within the open countryside, outside the built-up area
and not contiguous with its boundaries. There would be some residual adverse
landscape and visual impact, although this would be localised and limited in
nature. There would also be a small adverse effect on the character of the
village of Albourne because the development would not be seen as an
expansion to the main built-up area of the village nor reflect the frontage
development along the peripheral roads. There would be no adverse impact on
the South Downs National Park or views from within it. Nevertheless, there
would be conflict with policy DP6, DP12 and DP15 in the MSDP and policies
ALC1 and ALH1 in the ANP.
THE EFFECT OF THE PROPOSAL ON HERITAGE ASSETS
53. There is no dispute that the designated heritage assets affected would be the
four Grade II listed houses on the eastern side of London Road. The effect
would derive from changes to their setting and it is agreed that any harm
would be less than substantial in nature and that paragraph 196 of the
Framework would be engaged whereby harm is to be weighed against public
benefits. Unlike the setting of the listed buildings, the setting of the Albourne
Conservation Area is not protected by statute. Nevertheless, the same
considerations will apply as a matter of policy in terms of weighing harm to
significance against benefits. Spurk Barn is adjacent to the south-western
corner of the appeal site and is a non-designated heritage asset. Paragraph
197 of the Framework makes clear that a balanced judgement should be made,
having regard to the scale of any harm and the significance of the asset.
The listed buildings
54. There was much discussion at the inquiry about the contribution of the appeal
site to the significance of the listed buildings. Elm House, Tipnoaks and
Hillbrook House are two-storey stuccoed villas built in the early 19th century.
These were modest country houses, which demonstrated their owners’
aspirations for elegant country living with their classical, well-proportioned
facades and convenient roadside location outside the main village. The
immediate setting is provided by the gardens in which they stood but the wider
rural environment, including the fields to the front and rear would have
contributed to the pastoral context and significance of these houses. It can be
seen on the 1874 Ordnance Survey Map that there are 4 subdivisions on the
appeal site. This suggests that by this time the land was being used as a
market garden or commercial nursery.
55. Mole Manor was of earlier construction and the 1839 Tithe Map shows it
standing in an isolated position on the eastern side of London Road. It is a rare
example of a modest Sussex cottage with a red brick and clay tile construction
and an isolated countryside setting and these factors contributed to its
significance. In my opinion its setting was significantly compromised by the
building of Elm House and Tipnoaks. These more substantial houses overpower
the cottage as they not only join it on either side but also stand well forward of
its front elevation.
Appeal decision: APP/D3830/W/19/3241644
56. There is also significance derived from the listed buildings as a group. In this
respect, Mole Manor makes a contribution through its style and character,
which is in contrast to the classical form and proportions of the stuccoed villas.
57. The appeal site was clearly part of the countryside setting when these buildings
were built and thus contributed to their significance. There is no indication on
the 1874 map that there was tree planting at this stage and it is reasonable to
surmise that originally the dwellings faced a relatively open landscape, which
would have allowed the owners attractive views from the front of their houses.
In any event, by 1910 the Ordnance Survey map shows a tree belt along the
eastern boundary and some tree planting within the site itself. Whilst the
context is therefore likely to have changed somewhat, the westerly outlook
would still have been essentially green and rural with likely views through the
trees into the site.
58. More substantial changes occurred in the mid-20th century as Albourne
expanded and the London Road was re-engineered and widened. More recently
still there has been further development along London Road, including to the
south of Hillbrook House and the Brethren’s Meeting Hall. The latter appears to
have been on land formerly used as part of Hazeldens Nursery. The wider
pastoral environment has thus been considerably eroded over time, which has
diminished the historical understanding provided by the wider setting of these
listed buildings. Their individual and group significance is now mainly derived
from their fabric and the immediate setting of their garden plots.
59. Following development, the views towards the appeal site would change
through the introduction of a new access, a footway along the London Road
frontage and views towards a built environment. The effect would be greatest
in respect of Tipnoaks, due to its position opposite the site entrance. Hillbrook
House stands further back from the road in an elevated position and there
would be filtered views of the new buildings from within its site through and
above the roadside vegetation. There would therefore be some further change
to the context in which the listed buildings would be appreciated but, for the
reasons I have given, I consider that the effect on significance would be
relatively small.
60. With respect of Elm House and Mole Manor the harm would be at the lower end
of the scale of less than substantial harm. With respect of Tipnoaks and
Hillbrook House it would be slightly higher but still lower than moderate, with a
similar effect on the significance of these houses as a group. Whilst the choice
of materials, design and landscaping of the new development would be
controlled through reserved matters, the impacts I have identified are unlikely
to be materially reduced over time.
Spurk Barn
61. This agricultural building is a non-designated heritage asset probably dating
back to the 19th century. Its primary interest is in its form and fabric with flint
and brick construction and the retention of many original features. The
boundary lines on historic maps suggest that Spurk Barn was not functionally
connected to the appeal site. Indeed, with no obvious connection to any local
farms it was probably an isolated field barn associated with the agricultural
land to the west.
Appeal decision: APP/D3830/W/19/3241644
62. Spurk Barn has been converted to residential use and windows have been
added along with an extension. Its immediate setting is now a domestic garden
and parking area. Along its boundaries with the appeal site is a thick conifer
hedge. Although this could be removed it would seem unlikely due to the
privacy it affords. The significance derived from the wider setting is mainly
across the open agricultural land to the west. Nevertheless, the largely
undeveloped nature of the appeal site does contribute to the sense of isolation
of the building, particularly in views from Church Lane and sequentially when
walking east along Footpath 19/1AI and south along Footpath 18AI.
63. As I have already concluded above, the proposed buildings would be seen,
especially in the winter months, through gaps in the trees and understorey
along the western site boundary. Whilst the effect would be to have an adverse
effect on the appreciation of the barn as an isolated entity, its value as a field
barn is now diminished on account of its residential conversion and the
domestication of its grounds. To my mind this undesignated heritage asset has
a relatively low level of significance. The small degree of harm that would arise
from the appeal proposal would also be further reduced over time as
reinforcement planting matures, including the band of new trees between the
conifer hedge and built development.
Albourne Conservation Area
64. This comprises the original historic core of the village at the southern end of
The Street and along a section of Church Lane. The only appraisal is found in
The Conservation Areas in Mid Sussex (August 2018), which notes five features
that contribute to its character. These include the trees and hedges; the
sunken road relative to many of the houses with attractive retaining walls; the
cottage style houses with small windows; the lack of a set building line or
footway with varying road widths and a meandering rural character; and the
attractive countryside views to the west and south. The latter is the only one
relevant to setting.
65. At one time no doubt the appeal site, because of its relatively open and
undeveloped character, would have played some part in this respect. However,
modern housing on the south side of Church Lane and the construction of the
Brethren’s Meeting Hall building and car park has provided a visual intervention
that has meant that it no longer contributes in this way. The main southerly
aspect is provided by the fields beyond its western boundary. Even if there
were glimpses of the new development through the trees from the southern
part of the conservation area, which is doubtful, they would be peripheral and
oblique.
66. It is also the case that the Council did not consider that the proposed
development of the Brethren’s Hall site would have any adverse impact on the
conservation area, notwithstanding that the large building with its incongruous
design would be in close proximity to the southern edge. I appreciate that this
development was built on exceptional grounds of need but that does not
negate the requirement to consider the effects on the setting of the heritage
asset. Furthermore, the Council’s Strategic and Economic Land Availability
Assessment (2018) did not consider that a potential yield of 132 houses on the
appeal site would negatively impact on the heritage asset. The Council’s
objection now in terms of harm to setting therefore seems to me to be
Appeal decision: APP/D3830/W/19/3241644
inconsistent.
67. It is likely that Albourne depended on farming and market gardening for its
growth. However, in the absence of a detailed appraisal the only evidence of
the features that contribute to its character are those in the aforementioned
2018 document. There is nothing to say that the tree nursery financed
buildings in the village and even if it did this use has long ceased. This was
certainly not a matter referred to in respect of the development of the land to
the north, which was also part of the nursery at one time.
68. For all of the above reasons I do not consider that the appeal site provides part
of the setting of the Albourne Conservation Area. It follows that the appeal
development would have no effect on the significance of the designated
heritage asset.
Overall conclusion
69. Drawing together all of the above points it is concluded that the appeal
proposal would cause less than substantial harm to the significance of the
Grade II listed buildings, Elm House, Mole Manor, Tipnoaks and Hillbrook
House. This would be at the low end of the scale but nevertheless is a matter
to which considerable weight and importance should be ascribed. There would
be a small degree of harm to Spurk Barn, but this will need to be considered
against the relatively low significance of the building. The relevant balancing
exercise will be undertaken later in the decision and a conclusion reached as to
whether the appeal proposal would conflict with policy DP34 in the MSDP. The
Albourne Conservation Area and its setting would remain unaffected by the
appeal scheme. The appeal proposal would therefore comply with policy DP35
in the MSDP.
WHETHER THE SITE IS WITHIN AN ACCESSIBLE LOCATION, GIVING NEW
OCCUPIERS THE OPPORTUNITY TO TRAVEL BY MODES OTHER THAN THE
PRIVATE CAR
70. There is an age restriction of 65 years for primary occupiers of the proposed
development, although younger partners would not be excluded. Nevertheless,
I was told that the average age of Retirement Villages’ occupants is 82 years
and that only about 25% are couples. Bearing in mind the nature of the
scheme with its care component, it is reasonable to surmise that most people
living there would be in the older cohort. That does not mean to say that some
residents would not still drive but it is unsurprising that the evidence indicates
a lower level of car ownership than general purpose housing and that car
sharing is popular on other Retirement Villages’ developments.
71. Residents living in the proposed development would occupy a self-contained
cottage or apartment. The purpose, unlike a care home, is to maintain
independence although the degree will vary depending on the care needs of the
individual. Nevertheless, each dwelling is fitted with a kitchen and although
there is also a restaurant within the communal building on the site, it is
anticipated that many will also wish to cook for themselves. Albourne is a
Category 3 village and has no shops or facilities apart from a village hall and
primary school. There is a volunteer run community shop in Sayers Green, but
other than that, the nearest shops are in Hurstpierpoint, where there is also a
health centre, post office and pharmacy.
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72. It seems unlikely that residents, even those with good mobility, would walk to
Sayers Common or Hurstpierpoint. although a few may undertake the relatively
short cycle ride. The nearest bus stops are some 85m from the site travelling
north and 250m from the site travelling south. These serve the 100 bus to
Burgess Hill, which is a Category 1 settlement with higher order shops, services
and facilities. A bus journey would take about 11 minutes, although the bus
only runs hourly and not on Sundays. Nevertheless, residents would not be
making regular work journeys and it seems to me that the bus may be a viable
choice for some trips such as visits to the supermarket or bank, for example.
73. The bus stops for the 273 service are some 560m away, north of the Albourne
Road traffic lights. This service runs through Hurstpierpoint, which is a bus
journey of about 5 minutes. However, the bus runs only every 120-160
minutes and, again, not on a Sunday. The journey would therefore need to be
carefully planned and would be most likely to take the form of an outing rather
than a trip for a dedicated purpose.
74. The proposal is that there would be a shift pattern for staff, with about 15
being on site at any time. The information from the Retirement Villages’ other
sites is that staff are in general drawn from the local area, with over half living
within 5 miles and 82% living within 10 miles. The analysis indicates that most
staff living within 5 miles are likely to come from Burgess Hill. This would be
within cycling distance and the 100 service would also be an option for some
shifts. However, the bus only runs until the early evening and not at all on a
Sunday. There may well be some flexibility in terms of shift patterns, but the
bus would not be an option for late evening, early morning or Sunday travel.
75. The Framework indicates that the opportunities to maximise transport solutions
will vary between rural and urban areas and this should be taken into account
in decision-making. It also says that significant development should be focused
on locations which are or can be made sustainable. In this case the Appellants
have included a number of provisions to improve the accessibility credentials of
the proposed development.
76. A dedicated non-profit making minibus would be provided for use by residents
and staff. The S106 Agreement includes a covenant for its provision and the
evidence indicated that it could be used for shopping trips, GP and health
related appointments and day outings. It would also be available for staff
travel, subject to the payment of subsidised charges. I was told that this could
be used for late evening shifts when the bus has stopped running or for pick-
ups from bus stops or the railway station in Hassocks. Whilst some staff,
especially those on a late shift or working on a Sunday may prefer the
convenience of a car, the existence of this option would extend the available
modal choice for staff, provided the subsidised charges are reasonably priced.
77. The proposed development would be subject to a Final Travel Plan before the
development is first occupied. This would be based on the Travel Plan
submitted with the planning application, which includes various targets to
increase public transport, cycle and pedestrian trips. Measures include the
provision of a length of new footway along the western side of London Road to
link the site to the northbound bus stop; cycle parking facilities with changing
and washing facilities for staff and discounts on bicycles and cycle equipment;
and the minibus. In addition, the traffic calming measures would include an
Appeal decision: APP/D3830/W/19/3241644
uncontrolled crossing and pedestrian refuge. Along with the introduction of a
30mph speed limit, this measure would provide those residents wishing to
cross London Road, for example on the way back from the bus stop, with a safe
means of doing so.
78. The on-site facilities in the communal building are also a relevant factor. This
includes a small shop to provide fresh products and basic groceries. I saw the
shop at Charters, which had quite a good range of everyday goods including
fresh fruit and vegetables, dairy products, tinned items and toiletries. The
clubhouse would also have a small library, hair salon, therapy room, bar and
restaurant. Clearly providing these facilities on the site would have the
potential to reduce the number of external journeys that residents would have
to make. I was told that the various facilities are not intended to be profit
making and the UU includes a covenant that they would be operated and
managed by the Owner or the Management Company. That they could not be
leased to a commercial operator gives some comfort that they would continue
to operate effectively in the longer term in accommodate daily needs of
residents.
79. It seems to me that the appeal proposal has done what it can to enhance
accessibility. Residents and staff would have genuine choices available to
undertake journeys by modes other than the private car. This is a rural area
where it is to be expected that travel options are more limited than in a town
and the car would undoubtedly be used for some trips. Every decision turns on
its own circumstances but, insofar as there are similarities, I have not reached
the same conclusion as the Bolney Inspector for the reasons I have given. I
consider that the appeal scheme would be relatively sustainable in terms of
location to minimise the need to travel. Overall it would not conflict with policy
DP21 in the MSDP.
THE BENEFITS OF THE PROPOSAL
80. For the avoidance of doubt, in ascribing weight to the benefits I have used the
following scale: limited, significant and substantial.
The need for extra care housing
81. Paragraph 61 of the Framework requires that the size, type and tenure of
housing needs for different groups in the community, including older people,
should be assessed and reflected in planning policies. The glossary indicates
that these are people over or approaching retirement age. They will include the
active elderly at one end of the scale and the very frail elderly at the other.
There will be a range of housing needs from adapted and accessible general
needs housing to specialised accommodation with support or care.
82. The June 2019 version of the Planning Practice Guidance includes its own
expanded section on housing for older and disabled people. It makes the point
that the need to provide housing for this group is critical in view of the rising
numbers in the overall population. Furthermore, it considers that older people
should be offered a better choice of accommodation to suit their changing
needs in order that they can live independently for longer and feel connected to
their communities. Extra care housing is recognised by the Government as
providing such benefits.
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83. The Council’s consideration of the housing needs of elderly people can be found
in the Housing and Economic Development Assessment Addendum (the HEDNA
Addendum) published in August 2016. This provided part of the evidence base
to the MSDP and uses the 2014-based population and household projections
(released in 2016). Amongst other things the HEDNA Addendum considers the
need for specialist housing for older people, including extra care housing, using
the Strategic Housing for Older People Analysis Tool (SHOP@), This is given as
an example of an online toolkit for assessment in the Planning Practice
Guidance but the document neither endorses its use nor precludes the use of
other methodologies. It is important to bear in mind that whichever model is
used, its output will be determined by the assumptions on which it relies.
84. The SHOP@ toolkit is preset with the number of units required per 1,000 of the
population over 75 years old at 25 or 2.5%. This I shall refer to as the
“provision rate” and it has been derived from More Choice Greater Voice
(2008), which is a document that seeks to provide a strategy for housing with
care for older people. It is important to have in mind that the provision rate is
an assumption and is not evidence based. The Council pointed out that a
provision rate of 25 is roughly double that for extra care housing nationally.
However, that reflects the critical need across the country and is not
particularly helpful in the consideration of how need should be met in Mid
Sussex.
85. In December 2012 Housing in later life: planning ahead for specialist housing
for older people sought to update More Choice Greater Voice. It recognises that
extra care housing was becoming better known as an alternative choice for
older people who do not necessarily want or need to move to a residential care
home. Furthermore, it recognises a prevalence for home ownership in the
elderly population and predicts that demand for extra care housing for sale will
be twice that of extra care housing for rent1. It provides a toolkit for use by
local authorities in their planning for and delivery of specialist housing for older
people. It seeks to improve housing choice for a growing ageing population and
increases the provision rate to 45 or 4.5% per 1,000 of the population over 75
years old. Whilst a worked example is given for Bury Metropolitan Council, it
seems apparent from the information provided that this provision rate is one
that is more generally applicable. That said, it is important to understand that
this is an aspirational figure and is also not evidence based.
86. The assessment in the HEDNA Addendum relies on population data that is now
out-of-date. Its conclusions on elderly care needs justify reconsideration using
the 2016-based population data. The only such assessment has been provided
by the Appellants and, on the basis of a provision rate of 2.5%, this indicates a
demand for extra care units of 386 in 2020. On the basis of a 4.5% provision
rate the equivalent figure is 694 units.
87. In the Council’s assessment the tenure split of extra care housing has been set
at 73% rent and 27% purchase. In Mid Sussex private leasehold extra care
provision is limited to a single development at Corbett Court in Burgess Hill. In
terms of extra care units for rent, the database is out-of-date because since
2014, 68 units have been demolished. The Council conceded at the inquiry that
the figures in the HEDNA Addendum for extra care provision are thus out-of-
1 Extra care housing for sale is generally on the basis of a leasehold tenure.
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date. The current (2020) supply is lower, the need is higher, and the tenure
split, based on existing provision and the corrected supply, would therefore be
about 60% rent and 40% purchase.
88. In Mid Sussex the evidence indicates that the vast majority of older people are
owner occupiers. Many of these people will be able to continue to live in their
own homes through old age with the necessary adaptations and care support.
However, not all homes are suitable. In such cases a homeowner may be
attracted to an extra care facility where they can continue to own their own
home and maintain a degree of independence whilst enjoying support and care
within a secure environment. Within Mid Sussex such choice is largely
unavailable.
89. The Appellants have used a tenure split of 33% rent and 67% purchase in their
modelling. Whilst this is recognised as favouring an owner-occupied solution it
nonetheless reflects the local housing market in Mid Sussex. Furthermore, it
aligns with national policy insofar as it redresses the balance towards greater
flexibility and choice in how older people are able to live. It is to be noted that
the SHOP@ toolkit itself recognises that the percentage of leasehold tenures
will increase in the future and that areas of affluence will see a higher
percentage increase by 2035. In such areas, which includes Mid Sussex, it
suggests a tenure split more redolent of the Appellants’ modelling.
90. The Council argued that the tenure split is of less importance than the headline
figure. However, the evidence indicates that the extra care properties for rent
in this District are managed by Housing Associations and therefore an existing
homeowner would be unlikely to qualify for occupation. It also appears that the
pipeline supply of extra care housing is all social rented tenure. It is therefore
reasonable to assume that maintaining a tenure split that favours rental units
would be unlikely to allow realistic alternative options to the majority of older
people who are currently homeowners. In the circumstances and based on the
specific evidence I have been given, I consider that the Appellants’ assessment
of demand in terms of tenure is more credible and thus to be preferred.
91. The existing supply, taking account of the aforementioned demolitions, is 142
extra care units. If need is defined as the difference between supply and
demand, then even on the Council’s favoured provision rate it currently stands
at 244 extra care units. The information indicates that there are planning
permissions for some 132 additional extra care units in the pipeline, including
60 on the Burgess Hill strategic site. Whilst there is no national policy
imperative to maintain a 5 year supply of older person’s housing as is the case
with housing generally, this nonetheless signals a significant residual unmet
need regardless of tenure. On the basis of the Appellants’ higher provision rate
it would be even greater at 552 units. Either way it would rely on the permitted
units being built expeditiously. Using the tenure split favouring leasehold
provision, the Council’s assessment would be of a current need for 163
leasehold units whilst the Appellants’ assessment would be for 368 leasehold
units. The evidence indicates none in the pipeline supply.
92. Whilst there is no requirement in national policy or guidance to specifically
allocate sites for specialist housing for older people, the Planning Practice
Guidance does indicate that this may be appropriate where there is an unmet
need. The response in Mid Sussex is to apply a flexible approach through policy
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DP30 and the Council pointed out that the strategic allocations include
provision for a range of housing, including for older people. Policy DP30 also
indicates that further allocations may be made in the SA DPD if a shortfall is
identified. Policy DP25 has a similar provision to meet local needs for
community facilities, which include care homes and specialist housing. In the
SA DPD there is a single residential allocation in East Grinstead that includes a
“care community”. There is though no detail as to the number or type of units
and, in any event, the emerging status of the document means that very little
weight can be given to it at the present time.
93. In the circumstances I consider that the evidence indicates a significant level of
current unmet need, in particular for extra care leasehold housing, whichever
provision rate is adopted. Furthermore, this will significantly increase over the
local plan period. This situation has not been helped by the slow progress on
the SA DPD and the failure to recognise an unmet need that is clearly evident.
The Council’s riposte that it is not being inundated by enquiries or applications
for this type of development does not seem to me to be a very robust or
objective yardstick on which to rely. For all of these reasons I consider that the
provision of extra care units by the appeal development to be a matter of
substantial weight.
Freeing up family sized homes
94. As has already been said, in Mid Sussex a large proportion of those people 65
years of age and above are owner occupiers. Furthermore, the evidence
indicates that a considerable number of older householders under occupy their
homes. Indeed, the MSDP indicates in the supporting text to policy DP30 that
providing suitable and alternative housing for this cohort can free up houses
that are under occupied. It also records that a significant proportion of future
household growth will generate a need for family sized homes, including those
with over 3 bedrooms. This is reflective of the national picture.
95. There is though insufficient evidence to determine the proportion of new
occupiers that would necessarily derive from the local area. Whilst Retirement
Villages’ analysis indicates that a third of moves to its developments have been
from a 5 miles radius it also indicates that about 40% come from further than
20 miles. There is therefore likely to be some benefit to the local housing
market as well as a contribution made in terms of the national housing crisis.
Overall, I give this benefit significant weight.
On site facilities for use by the public
96. The appeal development would include some facilities that would be available
for use by those living outside the development. Albourne has no village shop
and whilst the proposed unit would be relatively small with a limited range of
goods it would stock day-to-day staples as I have already indicated. Residents
in the village could walk or cycle to the shop and it would, in my opinion,
provide a useful facility for those living nearby. I give this benefit significant
weight.
97. The lockers would allow those living nearby a point from which to collect online
deliveries. This would provide a convenient option if the person who ordered
the goods was not going to be at home. However, many delivery companies
offer specific time slots or the opportunity to nominate a safe place at home
Appeal decision: APP/D3830/W/19/3241644
where the package could be left. These options would clearly be more
convenient and, although the availability of the lockers could be useful in some
circumstances, I give the benefit limited weight.
98. The two workshops would be available for local artisans as well as residents.
However, I am not convinced that there is evidence of a demand for such
facilities. In the circumstances, I give this benefit limited weight.
99. Three rapid electric charging points would be available for use by the general
public as well as by residents. I am not aware of any similar facilities for
public use in the vicinity. This would therefore provide an opportunity to those
who wish to take advantage of a fast charge, perhaps combining it with a visit
to the shop. I therefore give this benefit significant weight.
Highway safety and traffic calming
100. There was local concern that the appeal proposal would be harmful to
highway safety. I am satisfied from my observations that lines of sight and
the geometry of the new access would be satisfactory to allow for safe entry
and exit. West Sussex County Council has a statutory responsibility to ensure
the safety of the local highway network. It has not raised objections to the
scheme on these grounds and this is a matter of considerable importance. The
forecast trip generation would be relatively small and there is no evidence
that London Road would have insufficient capacity to accommodate the
additional vehicles safely. The proposed parking provision would exceed the
Council’s minimum standards. There is therefore no reason why there should
be any overspill parking onto London Road.
101. The application drawing no: 1701-56 SK08 Rev B shows a number of
measures to improve road safety within the vicinity of the appeal site. These
include gateway features with kerb build outs and pinch points and a new 30
mph speed restriction between a point south of the limit of the built
development on the eastern side of London Road and a point between the
junction with Church Lane and the junction with Albourne Road. In the vicinity
of the site entrance the road width would be narrowed and to the south of this
would be an uncontrolled crossing with a refuge island and dropped kerbs.
102. These measures would be controlled by a planning condition. For the reasons
I have given I consider them necessary to encourage reduced traffic speeds
and allow residents to cross safely from the bus stop on the eastern side of
London Road. However, it also seems to me that there would be some wider
benefit due to decreased traffic speeds in the vicinity of the Church Lane
junction, which is one of the main entrances into the village. I note that the
ANP includes an aim to develop a scheme to improve the safety of road users
utilising the local stretches of London Road and Albourne Road. It seems to
me that this proposal would play some part towards achieving this objective.
This benefit is attributed significant weight.
Economic and social benefits
103. There would be employment benefits in terms of the provision of jobs during
the construction phase and also longer term in connection with the operation
of the site. There would also be some further spending within local shops and
facilities by the new population.
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104. There is evidence to indicate that elderly people who live in an extra care
environment, with all that it offers, benefit in terms of health and wellbeing.
The secure community environment and sense of independence can reduce
social isolation and encourage greater fitness and healthy lifestyles. It is
reasonable to surmise that these factors are likely to result in a lower number
of visits to the GP, reduced hospital admissions and overall savings to the
National Health Service. The social and economic benefits are matters to
which I give significant weight.
OTHER MATTERS
Ashdown Forest
105. The appeal site is outside the 7km zone of influence of Ashdown Forest
Special Protection Area and therefore the issue of potential recreational
disturbance would not be of concern. It is though necessary to consider
whether there would be any effect on the Ashdown Forest Special Area of
Conservation as a result of increased nitrogen deposition from vehicle
emissions. The Council’s Screening Report indicated that the in-combination
transport model that supported the District Plan showed no overall traffic
impact in terms of its strategy for housing and employment growth. The
County Council considered that there would be about 4.6 additional daily trips
that would travel to or through the Forest. I am satisfied with the conclusion
of the Council that this would not result in a significant in-combination effect.
Ecology
106. There have been a number of local representations relating to the ecological
interest of the site. The Appellants’ Ecological Assessment records the site as
having relatively low value with much of its central area comprising managed
semi-improved grassland. The most important areas for wildlife comprise the
boundary trees and hedgerows, which are to be retained and protected during
the construction period. The assessment includes a programme of mitigation
prior to site clearance to take account of reptiles and in the unlikely event that
Great Crested Newts are found to be present. These are protected species and
it is an offence to undertake development that would cause them harm.
Similarly, there is a requirement to protect birds during the nesting season.
107. There is no evidence that bats are using the bungalow as a roost. If that were
found to be the case during demolition, work would have to cease to allow the
proper licence protocols to be followed. Bats will use the site for commuting
and foraging, especially along the retained hedgerow lines. A condition is
therefore required to control the level and type of lighting to ensure habitats
are not disturbed. Overall, I am satisfied that the development would not give
rise to unacceptable harm to ecological interests.
108. There are also proposed enhancements to biodiversity including introducing
species rich grassland, new hedgerows, a wild flower meadow and a new
pond. Swift bricks and bat boxes would also be provided.
Local healthcare services
109. There was local concern that the local healthcare facilities would be
inadequate to serve the new residents. It is appreciated that existing
residents often have to wait a considerable time to get a doctor’s appointment
Appeal decision: APP/D3830/W/19/3241644
but that unfortunately is a much wider issue and applies to many places.
Inevitably new residents will need medical care from time to time. However,
there have been no representations from the local NHS Foundation Trust or
local doctors objecting to the scheme or indicating an issue with capacity.
Residential amenity
110. Objections have been raised that the proposed development would result in
overlooking and loss of privacy, particularly to properties on the eastern side
of London Road. However, the Parameters Plan indicates a 10m inset of new
development from the boundary treeline. Furthermore, the outline form of the
proposal means that matters such as window positions would be determined
at a later stage. In the circumstances, I am satisfied that there would be no
unacceptable harm to the living conditions of existing residential occupiers.
Other appeal decisions
111. My attention was drawn to a number of appeal decisions, including some
relating to other Retirement Villages’ developments. A number were cited in
relation to the Use Class matter, which is no longer an issue in this appeal.
Most concerned other local authority areas and turned on their own evidence.
112. The appeals relating to Bolney were the subject of a recent decision in Mid
Sussex District. One appeal was for a care home and the other for a care
home and 40 age-restricted dwellings. The latter were classed as a C3 use.
The conclusions of my colleague on need seem to relate to the care home
(Class C2) element of the scheme rather than the extra care dwellings. In any
event, I do not know what evidence was presented in respect of that scheme
or whether tenure was a particular issue. I have commented on my
colleague’s conclusion on accessibility above. Overall, I do not consider that
this decision is of particular assistance or relevance to the present appeal.
PLANNING OBLIGATIONS
113. The S106 Agreement and UU were considered in detail at the inquiry. They
were each engrossed on 20 August 2020. I have considered the various
obligations with regards to the statutory requirements in Regulation 122 of
the Community Infrastructure Levy (CIL) Regulations and the policy tests in
paragraph 56 of the Framework. It should be noted that the Deeds contain a
“blue pencil” clause in the event I do not consider a particular obligation to be
justified in these terms. In reaching my conclusions I have had regard to the
supplementary planning document: Development Infrastructure and
Contributions Supplementary Planning Document (2018) (the SPD) and
development plan policies, including policy DP20 in the MSDP, which relates to
securing infrastructure.
The S106 Agreement
114. This is made between the Council, West Sussex County Council, the Owner
(Notcutts Ltd) and the Developer (Retirement Villages Developments Ltd). The
library contribution is based on a formula set out in the SPD and a worked
example is provided in the First Schedule. This cannot be definitive at this
stage as the final housing mix is not yet determined. In addition, the cost
multiplier will change annually. Although the clubhouse would include a
library, no details have been provided. The one I saw at Charters was very
Appeal decision: APP/D3830/W/19/3241644
limited in terms of its size and breadth of reading material. I consider that
residents of the development would be likely to use the public library in
Hurstpierpoint. The County Council indicates that its facilities would require
expanding to cope with the additional population. In the circumstances I
consider that the library contribution would be justified.
115. The TRO Contribution would be used to promote and advertise a Traffic
Regulation Order to reduce the speed limit from 40 mph to 30 mph in the
vicinity of the site. This would be part of the traffic calming measures, which
have been referred to above. I was told that £7,500 reflected the fixed cost to
West Sussex County Council of consultation and review and it therefore seems
reasonable and proportionate.
116. The dedicated minibus would be provided prior to the occupation of any
dwelling and the covenant includes its use for residents and staff in
accordance with the Travel Plan. This is necessary to enhance the accessibility
of the development as I have explained above.
117. For all these reasons I am satisfied that all of the obligations are necessary,
directly related to the development and fairly related in scale and kind. They
comply with Regulation 122 of the CIL Regulations and paragraph 56 of the
Framework. They can be taken into account in any grant of planning
permission.
The UU
118. A primary resident is a person who is 65 years or older and is in need of at
least 2 hours of personal care a week. The basic care package, which it is
obligatory to take, is defined to include a range of services that are needed by
reason of old age or disablement following a health assessment. The health
assessment is to be undertaken by the partner domiciliary care agency who
must be registered by the Care Quality Commission. There is also provision
for a periodic review of the health assessment to establish whether a greater
level of care has become necessary. The domiciliary care agency would also
provide a 24-hour monitored emergency call system.
119. The Communal Facilities would be provided in the clubhouse on the northern
part of the site. They would include a number of facilities such as a
restaurant, bar, lounge, library, therapy and exercise room, hair salon,
function room, shop and collection facility. The covenants also require
construction of the clubhouse prior to the occupation of any dwelling and all
residents and their guests would have access to it. The shop and collection
facility would also be accessible to non-residents. Restrictions on the
operation of the communal facilities may be imposed by the Management
Company, including in respect of the hours of opening of the shop.
120. The scheme would include 2 workshops within the clubhouse with details to be
approved at reserved matters stage. These would be made available for use
before more than 50% of the dwellings are occupied. They would be made
available for use by residents and local businesses and subject to restrictions
by the Management Company, including hours of operation and the nature of
the use.
121. The Management Company would be established prior to the occupation of
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any dwelling as a non-profit making legal entity. It or the Owner would
manage the sustainable drainage system (SuDS). It or the Owner would also
operate the workshops, shop and collection facility. Any profit received by the
Management Company from operating the Communal Facilities and workshops
would be used to offset against the annual service charge payable by each
homeowner. There is also a restriction on the disposal of the communal
facilities or workshops.
122. The Covenants by the Owner to the Council are contained within the First
Schedule to the Deed. They are required to ensure that the development
would operate effectively as an extra care facility within Use Class C2, which
formed the basis of the planning application and on which it has been
assessed. They would ensure that the communal facilities are operated and
managed for the long-term benefit of the residents living on the site and that
the drainage system remains effective and fit for purpose during the lifetime
of the development. I consider that all of the obligations are necessary,
directly related to the development and fairly related in scale and kind. They
comply with Regulation 122 of the CIL Regulations and paragraph 56 of the
Framework. They can be taken into account in any grant of planning
permission.
PLANNING CONDITIONS
123. A list of planning conditions was drawn up by the main parties and these were
discussed at the inquiry. My consideration has taken account of paragraph 55
of the Framework and advice in the Planning Practice Guidance. In particular I
have had regard to the Government’s intention that planning conditions
should be kept to a minimum and that pre-commencement conditions should
be avoided unless there is clear justification. The Appellants have confirmed
acceptance in writing of those pre-commencement conditions that have been
imposed. I have changed the suggested wording in some cases to ensure that
the conditions are precise, focused, comprehensible and enforceable.
124. The Appellants have agreed to a shorter implementation period in this case to
reflect the case that it has put forward about the scale of the current unmet
need. I was told that Retirement Villages will be developing the site itself and
thereafter managing the development as part of its extra care portfolio. Much
store was set on the high quality of the development and the way the
proposed layout had been designed to respect the existing landscape and
views. In order to ensure that this is carried forward into the scheme that
eventually materialises it is necessary to require compliance with the
Parameter Plan and Sketch Layout. For similar reasons and to ensure that the
development fulfils its intended purpose, a condition limiting the number of
dwellings to 84 is required.
125. A relatively recent Ecological Impact Assessment has already been submitted
and so I consider it unnecessary to require further details to be submitted. A
condition is though necessary to ensure that the mitigation and enhancement
measures are implemented in order to protect ecological interests and
improve biodiversity. The suggested condition on ecological management
requires details that have already been submitted in the above assessment. I
have therefore reworded the suggested condition accordingly. Although
landscaping is a reserved matter, it is appropriate at this stage to ensure that
Appeal decision: APP/D3830/W/19/3241644
protective measures for retained trees and hedgerows are provided during
construction in order to protect wildlife and visual amenity. I have reworded
this to take account of arboricultural information that has already been
submitted. For similar reasons a condition requiring the arrangements for the
management and maintenance of the landscaped areas is required.
126. The landscaped grounds would be communal areas and individual dwellings
would not have amenity space other than a small patio area for sitting out.
The erection of individual private enclosures would not fit in with this ethos or
the open character of the site. In the circumstances a condition is necessary
to remove permitted development rights for the erection of such features and
to retain the gardens as places for all residents to enjoy.
127. The construction period would inevitably cause some disturbance and
inconvenience to those living and working in the area as well as to road users.
A Demolition and Construction Management Plan is therefore required to help
minimise adverse impacts. Separate conditions have been suggested to
prevent the burning of waste material and restrict working hours. This is
unnecessary as both of these matters would be covered by the provisions of
the Plan.
128. A desk-based assessment submitted with the planning application concluded
that the archaeological potential of the site was low. It recommends further
investigation in the form of trial trenching. The County Archaeological Officer
commented that there was nothing to indicate that remains were of a
standard that would require preservation in situ. A condition is therefore
appropriate to require a written scheme of investigation. There are significant
gradient changes across the site. In order to ensure that the development
would be visually acceptable, details of ground and floor levels are required.
129. The site has been previously used as a tree nursery with various buildings and
glasshouses. The evidence suggests that contamination risks would be
generally low. A precautionary but proportionate response is justified with a
sequence of conditions that would require actions depending on whether
contamination is found to be present.
130. Separate conditions are necessary for foul and surface water drainage. The
Flood Risk and Drainage Strategy submitted with the application indicated
that the site has a low flood risk and that surface water would be satisfactorily
disposed by means of a sustainable drainage system (SuDS). In order to
ensure this operates effectively in the longer terms it is necessary to require
details of the management and maintenance of the system. The UU includes a
covenant that the Owner or Management Company would be responsible for
the SuDS, but it is not unreasonable to require that information be submitted
of any adoption arrangements going forward. With these safeguards in place
there is no evidence that there would be a flooding risk either on the site or
elsewhere as a result of the appeal proposal.
131. A Travel Plan was submitted at application stage and its objectives include
reducing the need for staff, residents and visitors to travel by car. It also
contains targets to increase pedestrian, bus and cycle trips with milestones
over a 5 year period. Various measures are included to encourage sustainable
travel choices as already discussed above. A Final Travel Plan will be required
Appeal decision: APP/D3830/W/19/3241644
to be submitted based on the already submitted document before the site is
first occupied.
132. In order to encourage sustainable solutions and comply with the
Government’s objective of moving towards zero emission road transport, the
provision of electric charging points is necessary. These would include the
three rapid active charging points in the communal parking area. Parking for
residents is not assigned and it is understood that the use of the private
parking spaces would be subject to a separate agreement. In such
circumstances these spaces would be provided with passive provision, which
can be activated by a socket as and when required.
133. Means of access is not a reserved matter and the details of this along with the
new footway and traffic calming measures are shown on drawing no: 1701-56
SK08 Rev B. In order to ensure the safety of road users and pedestrians it is
necessary to require the details to be implemented prior to the occupation of
the development. I have reworded the condition to be comprehensive and
concise. It is also important that before a dwelling is first occupied it is served
by a pedestrian and vehicular access in order to ensure a safe and secure
residential environment.
134. External lighting, especially along roadways and within public areas, can be
intrusive and detrimental to ecological interests as well as the visual amenity
of neighbouring residents. I have amended the wording to make the condition
more concise bearing in mind that the approval of the relevant details is
within the control of the Council. In order to meet the requirements of the
Water Framework Directive and policy DP42 in the MSDP a condition is
necessary to restrict water usage to that set out in the optional requirement
in Part G of the Building Regulations.
135. Conditions relating to materials and landscaping are unnecessary as these will
be considered at reserved matters stage.
PLANNING BALANCE AND OVERALL CONCLUSIONS
136. I consider that the development plan is up-to-date and that the basket of
most important policies for determining this application are not out-of-date.
The development would conflict with policies DP6, DP12, DP15 and DP34 in
the MSDP and ALC1 and ALH1 in the ANP and in my judgement it would be
contrary to the development plan when taken as a whole. The “tilted balance”
and the presumption in favour of sustainable development in paragraph 11 of
the Framework would therefore not apply.
137. Planning law requires that applications for planning permission must be
determined in accordance with the development plan unless material
considerations determine otherwise. The MSDP was adopted relatively
recently and the Framework makes clear that the planning system should be
genuinely plan-led. Nevertheless, in this case there are a number of material
considerations to be taken into account. The provision of extra care leasehold
housing to meet a considerable level of unmet need is of particular
importance, but there would also be various other benefits. I have explained
why I consider them of pertinence and the reason for the varying degree of
weight that I have attributed to them. Overall, I consider that the package of
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benefits delivered by this appeal development is a matter of very substantial
weight in the planning balance.
138. There would be harm to the landscape and the character and appearance of
the area, including the village of Albourne. For the reasons I have given this
would be relatively limited and localised.
139. There would be harm to the significance of designated and undesignated
heritage assets by virtue of development proposed within their setting. In
terms of the listed buildings the less than substantial harm identified in each
case would be relatively low on the scale but nevertheless these are
irreplaceable assets and the harm should be given considerable importance
and weight. Nevertheless, in my judgement the harm would be outweighed by
the very substantial public benefits I have identified. Spurk Barn is an
undesignated heritage asset and the scale of harm relative to its significance
would be low. The balance in that case is also that the benefits would
outweigh the harm.
140. Drawing all of these matters together my overall conclusion is that this
particular development would result in benefits of such importance that they
would outweigh the harm that I have identified and the conflict with the
development plan. In such circumstances, material considerations indicate
that planning permission should be granted otherwise than in accordance with
the development plan.
141. I have taken account of all other matters raised in the representations and in
the oral evidence to the inquiry but have found nothing to alter my conclusion
that, on the particular circumstances of this case, the appeal should succeed.
Christina Downes
INSPECTOR
Appeal decision: APP/D3830/W/19/3241644
ANNEX A: APPEARANCES
FOR THE APPELLANTS:
Mr Christopher Young Of Queen’s Counsel
Ms Leanne Buckley-Thomson Of Counsel, both instructed by Ms L Wilford,
Barton Willmore
They called:
Mr G Flintoft BA(Hons) Planning Director of Retirement Villages Ltd
DipTP DipUD MRTPI
Mrs L Wilford BA(Hons) Planning Associate of Barton Willmore
DipTP MRTPI
Mr J Donagh BA(Hons) Development Economics Director of Barton
MCD MIED Willmore
Mr P Clark BA Landscape Associate of Barton Willmore
MALscArch CMLI
Mr J Darrell BSc(Hons) Associate Director of Transport Planning
CMILT MCIHT Associates
Richard Garside MRICS Director and Head of Newsteer
Mr J Smith BA(Hons) MA Deputy Operational Director of Heritage at RPS
PGCE DGDip MCIfA IHBC
Mr T Kernon BSc(Hons) Director of Kernon Countryside Consultants Ltd
MRAC MRICS FBIAC
*Ms J Burgess LLB Solicitor with Aardvark Planning Law
Law(Hons)
*Participated in the Planning Obligations session
FOR THE LOCAL PLANNING AUTHORITY:
Mr Jack Parker Of Counsel, instructed by Mr T Clark, Solicitor
and Head of Regulatory Services, Mid Sussex
District Council
He called:
Mr D McCallum Project Director of DPDS Ltd
BA(Hons) MPhil MRTPI
Mr W Harley BSc(Hons) Director of WH Landscape Consultancy Ltd
CMLI
Mr C Tunnell BSc(Hons) Director of Arup and Leader of the London
MPhil FRTPI FAcSS FRSA Planning Group
Ms E Wade MA MSc Conservation Officer at Mid Sussex District
Council
FOR THE RULE 6 PARTY:
Ms N Ernest Councillor of Albourne Parish Council
Mr G Stafford Chair of Albourne Parish Council
Mr J Butler Vice Chair of Albourne Parish Council
Mr J Drew Councillor of Albourne Parish Council
Appeal decision: APP/D3830/W/19/3241644
INTERESTED PERSON:
Mr P Holding Local resident of Church Lane, Albourne
ANNEX B: DOCUMENTS AND PLANS
DOCUMENTS
1 Planning for Retirement, ARCO and CNN (June 2020), submitted
by Mr Young
2 The health and social care cost-benefits of housing for older
people, the Mears Group (June 2019), submitted by Mr Young
3 Inquiry Note submitted by the Appellants explaining the reason for
submitting Documents 1 and 2
4 Specialist housing need, alternative assessments, prepared by Mr
Donagh
5 Tables of supply of specialist housing for older people, prepared by
Mr Donagh
6 Understanding local demand from older people for housing, care
and support, submitted by Mr Young
7/1 Committee Report relating to development including an extra care
facility at Sayers Common, submitted by Mr Parker
7/2 Location plan of the Sayers Common development site submitted
by Mr Young
7/3 Policy C1 of the Mid Sussex Local Plan (2004), submitted by Mr
Parker
8/1 Secretary of State’s decision on development at Wheatley
Campus, Oxford Brookes University (APP/Q3115/W/19/3230827)
dated 23 April 2020, submitted by Mr Young
8/2 Inspector’s Report on the above appeal, submitted by Mr Young
9 Correspondence with Housing LIN concerning the use of the
SHOP@ tool, submitted by Mr Young
10 Planning Obligation by Agreement between Mid Sussex District
Council, West Sussex County Council and Eldon Housing
Association Ltd relating to redevelopment for an extra care
housing scheme at Lingfield Lodge, East Grinstead
11 Decision by the High Court relating to a planning appeal for extra
care housing at The Elms, Upper High Street, Thame (31 July
2020), submitted by Mr Young
12/1 Representations on behalf of the Appellants to the Council’s
Strategic Housing and Economic Land Availability Assessment,
submitted by Mr Young
12/2 Correspondence between the Parish Council and the Appellants
regarding when the above was submitted
13/1 Schedule of draft conditions
13/2 Agreement by the Appellants to the pre-commencement
conditions
13/3 Appellants’ suggested additional conditions regarding electric
charging and water usage
13/4 Appellants’ suggested additional condition regarding the
communal gardens
14/1 Site visit itinerary and map
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14/2 Suggested viewpoint and map from Wolstonbury Hill, submitted by
the Parish Council
15 Amendments to Document 4 and the proof of evidence of Mr
Donagh, submitted by Mr Young
16 Agreed position on the Mid Sussex extra care housing supply,
submitted by Mr Young
17/1 Costs application by Mr Young on behalf of the Appellants
17/2 Costs response by Mr Parker on behalf of the Council
18 Correspondence by the Council and Appellants regarding the Use
Class of the proposed development
19 Planning Obligation by Agreement
20 Planning Obligation by Unilateral Undertaking
PLANS
A Application plans
B Sketch Layout Plan
ANNEX C: SCHEDULE OF PLANNING CONDITIONS
1. Details of the appearance, layout, scale and landscaping of the site
(hereinafter called the “reserved matters”) shall be submitted to and
approved in writing by the local planning authority before any development
takes place and development shall be carried out as approved.
2. Application of the approval of reserved matters shall be made to the local
planning authority before the expiration of 2 years from the date of this
permission.
3. The development hereby permitted shall take place not later than one year
from the date of approval of the last of the reserved matters.
4. Any reserved matter applications made pursuant to the development
hereby permitted shall demonstrate compliance with the Parameter Plan
(drawing no: and RETI150215 PP-01 rev G) and Sketch Layout (drawing
no: RETI150215 SKL-04 rev J).
5. No more than 84 extra care dwelling units shall be built on the site.
6. No development shall take place, including any works of demolition, until a
Demolition and Construction Management Plan (DCMP) has been submitted
to and approved in writing by the local planning authority. The DCMP shall
provide plans and details of the following:
a. Location of site offices
b. Demolition and construction traffic routeing
c. Location of plant and materials storage
d. The area within the site reserved for the loading, unloading and turning
of HGVs delivering plant and materials
e. The area reserved within the site for parking for site staff and operatives
f. Wheel washing facilities
Appeal decision: APP/D3830/W/19/3241644
g. A scheme to minimise dust emissions from the site
h. Measures to control noise affecting nearby residents. This should be in
accordance with BS5228:2014 Code of practice for noise and vibration
control on construction and open sites, with particular regard to the
noisiest activities such as piling, earthmoving, concreting, vibrational
rollers and concrete breaking
i. A scheme for recycling and disposal of waste resulting from the
demolition and construction works
j. Delivery, demolition and construction working hours
k. Erection and maintenance of security hoarding, including decorative
displays and facilities for public viewing where appropriate
l. Site contact details
The approved DCMP shall be adhered to throughout the demolition and
construction period for the development.
7. No development shall take place until an archaeological written scheme of
investigation and programme of works has been submitted to and approved
in writing by the local planning authority. The investigation and works shall
be carried out as approved
8. The development shall be carried out in accordance with the mitigation and
enhancement measures in the Ecological Impact Assessment by Lloyd Bore
dated 7 March 2019.
9. No residential occupation shall take place until an Ecological Management
Plan has been submitted to and approved in writing by the local planning
authority. This shall include the arrangements for the maintenance and
management of the biodiversity measures carried out in accordance with
Condition 8. The development shall be carried out in accordance with
approved Ecological Management Plan.
10. No development shall take place, including works of demolition, until an
Arboricultural Method Statement has been submitted to and approved in
writing by the local planning authority. This shall detail protective measures
for trees and hedgerows to be retained in accordance with the principles
outlined in the Arboricultural Impact Assessment and Arboricultural Report,
both by Lloyd Bore Ltd (26 February 2019 Rev P05 and 22 November 2018
Rev P02, respectively).
11. Before the development is first occupied a Landscape Management Plan,
including long term design objectives, management responsibilities and
maintenance schedules for all landscape areas, shall be submitted to and
approved in writing by the local planning authority. The Landscape
Management Plan shall be carried out as approved.
12. The landscaped grounds of the development hereby permitted shall be
provided and managed as communal shared spaces. Notwithstanding the
Town and Country Planning (General Permitted Development) Order 1995
(as amended) or any subsequent Order revoking or re-enacting that order,
no fences, gates, walls or other means of enclosure shall be erected for the
purpose of creating an enclosed garden or private space for the benefit of
any extra care dwelling unit.
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13. No development shall take place, other than works of demolition, until
details of existing and proposed site levels and proposed ground floor slab
levels have been submitted to and approved in writing by the local planning
authority. The development shall be carried out in accordance with the
approved details.
14. No development shall take place, including works of demolition, until an
assessment of any risks posed by contamination has been submitted to and
approved in writing by the local planning authority. If any contamination is
found, a report specifying the measures to be taken to remediate the site
and render it suitable for the development shall be submitted to and
approved in writing by the local planning authority. The site shall be
remediated in accordance with the approved measures and a verification
report shall be submitted to and approved in writing by the local planning
authority. The assessment and any necessary remediation measures and
verification shall be undertaken in accordance with a timescale that has
been first submitted to and approved in writing by the local planning
authority.
15. If, during the course of development, any contamination is found which has
not been previously identified, work shall be suspended on the site and
additional measures for remediation shall be submitted to and approved in
writing by the local planning authority. The remediation shall incorporate
the approved additional measures and a verification report for all the
remediation works shall be submitted to the local planning authority within
14 days of the report being completed. It shall thereafter be approved in
writing by the local planning authority and carried out as approved before
any further work on the site recommences.
16. Before the development is first occupied details of the foul drainage system
for the site shall be submitted to and approved in writing by the local
planning authority. The development shall be carried out in accordance with
the approved details.
17. Before the development is first occupied details of the sustainable drainage
system (SuDS) for the site, which shall be in general accordance with the
Flood Risk and Drainage Strategy by Quad Consult dated May 2017, shall
be submitted to and approved in writing by the local planning authority.
The development shall be carried out in accordance with the approved
details.
18. Before the development is first occupied details of the implementation of
the SuDS approved under condition 17 shall be submitted to and approved
in writing by the local planning authority. These details shall include:
a. A timetable for implementation;
b. A management and maintenance plan for the lifetime of the
development;
c. Arrangements for adoption by any public body or statutory undertaker or
any other arrangements to secure the effective operation of the
sustainable drainage system throughout its lifetime.
The sustainable drainage system shall be implemented and thereafter
managed and maintained in accordance with the approved details.
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19. Before the development is first occupied a Final Travel Plan shall be
submitted to and approved in writing by the Local Planning Authority. The
Final Travel Plan shall be in accordance with the Travel Plan by TPA
Consulting, dated March 2019. The development shall be carried out in
accordance with the approved Final Travel Plan.
20. Before the development is first occupied, three rapid active electric
charging points shall be provided in the communal parking area serving the
shop for use by the general public and residents of the development. The
electric charging points shall be retained for their intended purpose for the
lifetime of the development.
21. No more than 75% of the extra care dwelling units shall be occupied until
no less than 84 parking spaces have been equipped for passive vehicle
charging, to allow for the integration of future charging points. Once the
charging points have been provided, they shall be retained for their
intended purpose for the lifetime of the development.
22. Before the development is first occupied:
a. The site vehicular access shall be constructed and open to traffic
b. The new section of footway along London Road shall be constructed and
available for pedestrian use
c. The off-site traffic calming scheme shall be completed
In accordance with the general arrangement shown on drawing no: 1701-
56 SK08 rev B.
23. Before a dwelling is first occupied the internal access roads and footways
serving that dwelling shall have been laid out and constructed in
accordance with details that have first been submitted to and approved in
writing by the local planning authority. The development shall be carried
out in accordance with the approved details.
24. No above ground development shall take place until details of external
lighting, including light intensity, spread and shielding, has been submitted
to and approved in writing by the local planning authority. The
development shall be carried out in accordance with the approved details.
25. The extra care units shall include water efficiency measures in order to
meet the optional requirement of Building Regulations part G to limit the
water usage of each extra care dwelling unit to 110 litres of water per
person per day.
End of conditions 1-25.
Costs Decision
Inquiry Held on 20-22, 24, 27, 30, 31 July and 6 August 2020
Site visits made on 16 July, 7 and 16 August 2020
by Christina Downes BSc DipTP MRTPI
an Inspector appointed by the Secretary of State for Communities and Local Government
Decision date: 11 September 2020
Costs application in relation to Appeal Ref: APP/D3830/W/19/3241644
Site of the former Hazeldens Nursery, London Road, Albourne, West
Sussex BN6 9BL
• The application is made under the Town and Country Planning Act 1990, sections 78,
320 and Schedule 6, and the Local Government Act 1972, section 250(5).
• The application is made by RV Developments Ltd and Notcutts Ltd for a partial award of
costs against Mid Sussex District Council.
• The inquiry was in connection with an appeal against the refusal of planning permission
for up to 84 units (comprising of apartments and cottages) all within Use Class C2,
associated communal facilities. 2 workshops, provision of vehicular and cycle parking
together with all necessary internal roads and footpaths, provision of open space and
associated landscape works, and ancillary works and structures. Works to include the
demolition of the existing bungalow on the site.
Decision
1. The application for an award of costs is refused.
Reasons
2. The basis of the Applicants’ case for a partial award is that the Council has not
provided any credible evidence to support its contention that there is not an
unmet need and that it should therefore have conceded the need case.
3. The Council did assess the need for elderly persons housing in the HEDNA
Addendum, including extra care accommodation, using the SHOP@ toolkit.
Although there was a dispute about whether the provision rate adopted was
appropriate, this is a matter of judgement. There is no right or wrong and the
higher provision rate favoured by the Applicants is neither definitive nor
evidentially based. It seems to me that the Council’s justification for using its
favoured provision rate was adequately justified in its evidence.
4. The Council explained its approach to tenure split and why it decided to
consider future need on the basis of existing tenures. I find this rather difficult
to understand given that the vast majority of likely recipients of future extra
care housing are owner occupiers. However, the Council’s main point was that
it was the headline need that was important in a land use policy response
rather than whether it was for a leasehold or rented product. This is not an
unreasonable position and the MSDP Examiner clearly found the evidence in
the HEDNA Addendum acceptable, subject to modifications that were
subsequently accepted. There is no requirement in national policy or guidance
to allocate sites for specialist housing for older people in the development plan.
Costs Decision APP/D3830/W/19/3241644
5. At the end of the day, the weight to be given to a material consideration is for
the decision maker to decide. The Council has not denied that there is a need
for extra care accommodation or that the housing provided by the appeal
scheme would be a benefit. The dispute is the extent to which the need is
unmet. It came down to a difference of opinion between whether the matter
should be given moderate or substantial weight in the planning balance.
6. For all of the above reasons, unreasonable behaviour resulting in wasted
expense as described in the Planning Practice Guidance has not been
demonstrated.
Christina Downes
INSPECTOR
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Appeal Details
LPA:
Mid Sussex District Council
Date:
11 September 2020
Inspector:
Downes T
Decision:
Allowed
Type:
Planning Appeal
Procedure:
Inquiry
Development
Address:
Site of the Former Hazeldens Nursery, London Road, Albourne, West Sussex, BN6 9BL
Type:
Major dwellings
Site Area:
4 hectares
Floor Space:
10,800m²
Quantity:
84
LPA Ref:
DM/19/1001
Case Reference: 3241644
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