to
19 February 2010
Council Will meet on Wednesday 3 March 2010 at 7.00 pm in The Wave - Maryport
Membership:
Councillor John (Binky) Armstrong (Chairman)
Councillor Allan Caine Councillor John Ardron Councillor Carole Armstrong Councillor Bill Bacon Councillor Peter Bales Councillor Alan Barry Councillor Louise Bell Councillor Barbara Cannon Councillor John Colhoun Councillor John Crouch Councillor Michael Davidson Councillor Duncan Fairbairn Councillor Trevor Fee Councillor Ian Francis Councillor Miriam Gainford Councillor Jeffrey Gardner Councillor Chris Garrard Councillor Bob Hardon Councillor Nicholas Hardy Councillor Tim Heslop Councillor Vaughan Hodgson Councillor Carl Holding Councillor Joe Holliday Councillor Ivor Humes Councillor Gerald Humes Councillor John Hunter Councillor Margaret Jackson Councillor William Jefferson Councillor Denstone Kemp Councillor Peter Kendall Councillor Angela Kendall Councillor Jim Lister Councillor Les Lytollis Councillor Jean MacLeod Councillor Anthony Markley Councillor Carni McCarron-Holmes Councillor Heather McIntosh Councillor Joe Milburn Councillor Stuart Moffat Councillor Jacqueline Mounsey Councillor Joe Mumberson Councillor Ron Munby Councillor Eric Nicholson Councillor Denis Robertson Councillor David Robinson Councillor Joe Sandwith Councillor George Scott Councillor Alan Smith Councillor Margaret Snaith Councillor Sam Standage Councillor Audrey Tinnion Councillor Alan Tyson Councillor David Wilson Councillor Martin Wood Councillor Janice Wood
Members of the public are welcome to attend the meeting. If you have any questions or queries contact Sarah Beattie on 01900 702554.
Agenda
1. To approve as a correct record the minutes of the Council Meeting held on 27 January 2010 (Pages 1 - 4)
2. Apologies for absence
3. Declaration of interests
Councillors/Staff to give notice of any personal or prejudicial interest and the nature of that interest relating to any item on the agenda in accordance with the adopted Code of Conduct.
4. Exclusion of the Press and Public
To consider whether there are any items on the agenda for which the press and public should be excluded.
5. Questions
To answer questions under Standing Orders No 15 and 17 either from Councillors or members of the public.
6. Notices of Motion
Councillor McCarron-Holmes submitted the following Notice of Motion -
‘That this Council, in its endeavours to support the local community during this time of upheaval post flooding, recognises the work done by Northern Rail but hopes the company can increase the carriages from 2 to 3 operating early mornings and evenings on the Solway Coast line. Currently paying passengers are having to endure cramped conditions due to the sheer numbers travelling.’
Councillor P Kendall submitted the following Notice of Motion -
‘That this Council urgently reviews the policy change on street cleaning in Maryport and Flimby. This has clearly resulted in rubbish and fly tipping being increased and cannot be addressed with the reduced workforce and equipment now in place. We also strongly plead to extend the purple bag scheme for recyclables to the whole of the CA15 post code.’
7. Mayor's Announcements (Pages 5 - 8)
To consider the Mayors engagements since the last meeting.
8. Executive Reports (Pages 9 - 24)
To consider reports from Members of the Executive.
9. Reference from Executive (10/02/10) : Revenue Budget Report - 2010/2011 (Pages 25 - 68)
10. Council Tax Resolution (Pages 69 - 88)
To approve the necessary resolutions for Council Tax setting in accordance with Section 30 of the Local Government Finance Act 1992. (Wards Affected: All Wards)
11. Treasury Management Strategy Statement and Investment Strategy 2010/11 to 2012/13 (Pages 89 - 114)
12. Reference from Executive (10/02/10) : Capital Programme – 2010/2011 (Pages 115 - 130)
13. Reference from Executive (10/02/10) : Fees and Charges - 2010/2011 (Pages 131 - 186)
14. Reference from Licensing Committee (27/01/10) : Table of Fares 2010 (Pages 187 - 194)
15. Reference from Executive (10/02/10) : Strong Leader Model (Pages 195 - 200)
16. Reference from Executive (10/02/10) : Decision Making Arrangements within Allerdale (Pages 201 - 206)
17. Reference from Executive (10/02/10) : Statement of Community Involvement (Pages 207 - 220)
18. Reference from Executive (13/01/10) : Harrington Road Cemetery Lodge (Pages 221 - 226)
19. Reference from Nuclear Issues Task Group (21/01/10) : Terms of Reference (Pages 227 - 232)
Chief Executive
Date of next meeting Wednesday 21 April 2010 at 7.00 pm
This page is intentionally left blank Agenda Item 1
At a meeting of the Council held in The Eco Centre - Cockermouth on Wednesday 27 January 2010 at 7.00 pm
Members
J Armstrong (Chairman)
A Caine P G Kendall C M Armstrong A H Kendall B Bacon J Lister P Bales A J Markley A L Barry C C McCarron-Holmes M Davidson H McIntosh D S Fairbairn J H Milburn I W Francis J M Mounsey C Garrard J Mumberson R G Hardon R Munby T Heslop D Robinson V Hodgson G Scott C Holding A Smith J Holliday S Standage I A Humes A Tinnion G. Humes A Tyson J Hunter D Wilson D J T Kemp J Wood
Apologies for absence were received from Councillors J Ardron, L Bell, B Cannon, J I Colhoun, J Crouch, T M Fee, M Gainford, J Gardner, N Hardy, C M Jackson, W H Jefferson, L G Lytollis, J MacLeod, S Moffat, E Nicholson, D Robertson, J Sandwith, M A Snaith and M G Wood
Staff Present
S Beattie, P Bramley, H Dyke, J Elliott, A Harwood, C Holmes, D Martin and S Owen
494 Minutes Silence
Members observed a minutes silence as a mark of respect for the people of Haiti affected by the recent earthquake.
495 To approve as a correct record the minutes of the Council Meeting held on 16 December 2009
The minutes of the meeting held on 16 December 2009 were signed as a correct record.
496 Declaration of interests
8. Executive Reports.
Page 1 Councillor Anthony Markley; Personal; Due to his being a member of Cumbria County Council.
8. Executive Reports. Councillor Duncan Fairbairn; Personal; Due to his being a member of Cumbria County Council.
8. Executive Reports. Councillor Joe Holliday; Personal; Due to his being a member of Cumbria County Council.
11. Consultation on the NDA’s Draft Business plan 2010 - 2013. Councillor Michael Davidson; Personal; Due to his being in receipt of a Nuclear Industry pension.
497 Exclusion of the Press and Public
Resolved – That the press and public be excluded from the meeting during consideration of the following item, and that the item be taken at the end of the meeting :
Agenda item 5 – Question from Councillor G Humes, on the grounds that the response to Councillor Humes question would not be for publication by virtue of paragraph 3 of part 1 of Schedule 12a of the Local Government Act 1972 as it would contain exempt information relating to the financial or business affairs of a particular person.
498 Notices of Motion
None received.
499 Mayor's Announcements
The Mayor made reference to the engagements attended by the Mayor and Deputy Mayor since the last meeting.
500 Executive Reports
Those present considered the content of the Executive report which gave details of the key activities of the Executive since the last meeting. Particular reference was made to flood recovery, refuse collections during the recent cold weather and the shared ICT service.
Councillor Smith commented that there was a lot of litter being left at the temporary bus stop at the bottom of Sullart Street in Cockermouth and asked whether a litter bin could be put there. He also commented that as the taxi ranks on Main Street were unusable, taxi drivers were using Fairfield Car Park as an alternative but were being moved on. Councillor Smith asked whether this could be stopped to allow the taxi drivers to continue using Fairfield Car Park as a temporary measure. Councillor Heslop promised to look in to both issues.
Page 2 Councillor Smith asked that Self Help Communities be added to the next agenda for the Allerdale and County Council Joint Liaison Group.
501 Calculation of Council Tax Base for 2010-11
The Head of Finance submitted a report which gave details of the council tax base for the purposes of sections 33(1) of the Local Government Finance Act 1992 and to calculate the council tax base for each part of the area for the purposes of section 34(3) of the Act.
Resolved – That:
(a) The report of the Head of Finance for the calculation of the Council’s tax base(s) for the year 2010/2011 as set out in the appendices be approved. (b) Pursuant to the Head of Finance’s report and in accordance with the Local Authorities (Calculation of Council Tax Base) Regulations 1992, as amended, the amount calculated by Allerdale Borough Council as its tax base for the whole area for 2010/2011 shall be 31,444.51. For the parts of the area, the amounts shall be listed as in appendix 3 to the report. (c) The major precepting authorities (Cumbria County Council and the Cumbria Police Authority) be notified for the purpose of calculating the basic amount of its council tax under Section 44(1), 45(2) and 45(3) of the Local Government Finance Act 1992. (d) The tax base(s) be used by Allerdale Borough Council for calculating the basic amount of council tax under sections 33(1), 34(2) and 34(3) of the Local Government Finance Act 1992.
502 Reference from Executive (02/12/09) : Medium Term Financial Strategy
This report was considered at Executive on 2 December 2009.
Resolved – That the Medium Term Financial Strategy be approved and adopted.
503 Consultation on the NDA’s Draft Business plan 2010 - 2013
This item was withdrawn and will be considered at the Executive on 10 February 2010.
504 Amended Executive Responsibilities
The Democratic Services Manager submitted a report which advised members of the amended Executive responsibilities.
The Leader of the Council had chosen to amend the Executive responsibilities to align them with the Council’s recently amended Senior Management structure.
Resolved – That the amended Executive responsibilities be noted.
Page 3 505 Task Group and Outside Body Amendments
The Democratic Services Manager submitted a report which sought the amendment of the Alliance Group membership on the Carnegie Theatre Task Group and the Councils representative on the Routes to Work outside body.
Resolved – That :
(a) Councillor Scott replace Councillor Jackson on the Carnegie Theatre Task Group. (b) Councillor Scott replace Councillor Jackson as the Councils representative on the Routes to Work outside body.
506 Amendment to Scrutiny Panel 1 Membership
The Scrutiny Co-ordinator submitted a report which sought the amendment of the membership of Scrutiny Panel 1 following a request from a Labour Group member to step down from the panel.
Resolved – That Councillor P Kendall replace Councillor Cannon on Scrutiny Panel 1.
Resolved -
“That under Section 100 (A) (4) of the Local Government Act 1972, the public be excluded from the meeting for the following items of business on the grounds that they may involve the likely disclosure of exempt information as defined in paragraph 3 of part 1 of Schedule 12 (a) of the Act.”
507 Questions
Councillor G Humes asked the following question :
'Will the Leader tell me what conditions are in place in respect to the Tesco contract with Allerdale Borough Council, in particular is there a signed mutual agreement that the Tesco building on the New Bridge Road site will be demolished within the £18million sale price or whether Allerdale Borough Council can sell or develop this building without restrictions or indeed any legal challenge from Tesco?'
Councillor Heslop provided members with an update regarding the sale of land to Tesco and an answer to Councillor Humes question.
The meeting closed at 8.00 pm
Page 4 Agenda Item 7
The Mayor, Councillor John (Binky) Armstrong’s Engagements since the last Council Meeting on 27th January, 2010, (incl. 2 omitted from last list)
Wednesday 16th December @ 2.00pm Local Rotary Clubs Christmas Dinner Event for Retirement Homes, at Energus, Lillyhall, Workington
Wednesday 13th January @ 3.00pm Photo shoot promoting temporary site of ‘I Stop’ portable van, on Cockermouth Car Park, providing direct access to the Job Centre web site, following the floods
Wednesday 3rdFebruary @ 7.00pm Concert for Cumbria with Lesley Garrett and Brian Blessed at the Theatre by the Lake, in aid of the Cumbria Flood Recovery Fund
Saturday 6th February @ 6.30pm The Mayor’s Charity Casino Night at Innovia Films Research and Development Centre, Wigton
Saturday 13th February @ 9.00am Sainsbury’s Superstore, Cockermouth selling Raffle Tickets in aid of the Mayor’s Charity Fund
Friday 19th February @ 11.45am A Tour of Calvert Trust, Little Crosthwaite, Keswick, organised by the Mayor of Copeland
Friday 26th February @ 8.30am ‘Wigton Together’ Community Day at the Market Hall, Selling Raffle tickets and ‘Tombola’ for his Charities
Friday 26th February @ 2.00pm A reception at Dovenby Hall Estate, celebrating the end of 140 mile walk from Warrington, by ‘New Balance’, raising money for flood victims of Cumbria
Saturday 27th February @ 9.00am Booth’s Superstore, Keswick, Selling Raffle Tickets in aid of the Mayor’s Charity Fund
Sunday 28th February @ 1.30pm Catie Brown’s 100th Birthday Celebrations at Rosecroft Residential Home, Workington
Wednesday 3rd March @ 7.00pm Full Council Meeting, at the Wave, Maryport
Page 5 This page is intentionally left blank
Page 6 The Deputy Mayor, Councillor Robert Hardon Engagements since the last Council Meeting on 27th January, 2010
Wednesday 3rd February @ 6.00pm GEN II Awards at Energus, Lillyhall, Workington
Saturday 6th February @ 6.30pm The Mayor’s Charity Casino Night at Innovia Films Research and Development Centre, Wigton
Saturday 13th February @ 9.00am Sainsbury’s Superstore, Cockermouth selling Raffle Tickets in aid of the Mayor’s Charity Fund
Wednesday 3rd March @ 7.00pm Full Council at the Wave, Maryport
Page 7 This page is intentionally left blank
Page 8 Agenda Item 8
Allerdale Borough Council
Full Council 3 March 2010
Portfolio Holder Updates
Purpose of Report The purpose of the report is to update Full Council on the activities of the Executive, and Portfolio Members during the previous cycle.
Recommendation That members note the content of the report.
Environmental Implications None
Community Safety Implications None
Financial Implications None
Human Rights Implications None
Employment Implications None
Health & Safety & Risk Management None Implications
Wards Affected As indicated in the main body of the report.
The Contribution this Decision would Portfolio Holder activity is in line with the CIP make to the Council’s Key Aims priorities.
Is this a Key Decision No
Portfolio Holder Cllr Tim Heslop, Leader
Lead Member of Staff Corporate Management Team – as indicated
(A detailed list of implications is appended to the report)
1.0 Introduction
1.1 The purpose of the report is to provide Full Council with an update and overview of the activities of the Executive and individual portfolio members during the previous cycle since the last Portfolio Reports went to Full Council Meeting on 27 January 2010.
Page 9
2.0 Content
The activities of the Executive and Portfolio Holders is as follows:
2.1 Leader of the Council: Cllr Tim Heslop
I attended the Strategic forum in London with Ed Milliband. The discussion focussed on the needs of West Cumbria to ensure its future prosperity. The outline business case for the refurbishment of the West Cumbria Hospital has been submitted to the Department for Health, and we expect a decision very soon. Similarly the case for a new school for Workington has been submitted to the Department for Education, it is one of 19 of which we are expecting 6 to be successful. We are expecting the outcome in a few weeks. We outlined ongoing projects, the Port of Workington expansion, possible tidal schemes in the Solway, the Carlisle Northern Development route, Carlisle airport and offshore windfarms. It was stressed to the Minister that the current infrastructure is inadequate, as demonstrated in the recent floods. We need considerable investment in our infrastructure, road, rail and the electric grid, to implement the Energy Coast investment plan and as a prerequisite for Nuclear New Build and to repair the flood damage. In conclusion it was emphasised that this was a partnership between West Cumbria and Government, our contribution was a key part of Government success and there should be a greater focus on the rural areas and the contribution they could make to the overall prosperity of the area.
Cumbria Vision received a report from Experian on future skills needs in West Cumbria. Key findings from the report included,
Construction
Employment levels in 2008 were 17,000 people, we expect a downturn until 2013 then peaking in 2018. It is recognised that this section has some of the most acute skill shortages especially in higher skilled trades and lower managerial positions. The main issue is lack of real work experience.
Energy and Environmental Technology Services.
Employment levels in 2008 were 14,700 including 12,000 workers based at Sellafield. This sector is expected to grow faster than any other priority sector depending on decisions to be made on Nuclear New Build and other forms of Renewable Energy. There is a natural bias to level 4/5 skills and fewer level 2 skills required.
Food and Drink
This sector employs 44,000 people. There is expected to be a notable upturn for the first 5 years followed by a moderate increase thereafter. We have strength in production and manufacturing but most processing is done outside the County. Half the workers are educated to level 2 but there is some demand for level 3/4. There is a notable shortage of skills at level 2 and 3 in manufacturing.
Page 10 The Health and Public Sector
Employed 56,800 people in 2008, there is expected to be continued growth until 2012 due to committed Government spending then a moderate decline. This section employs far more people possessing level 4 qualification and level 5 is in greater demand than in other sectors.
Tourism
Employed 28,000 people, this sector will need more people trained to level 4/5 and increasing their qualifications from level 1 to 2.
Following the successful publication of the Scope for Renewables Cumbria Vision are assessing the interest in establishing a Community Energy trust which would seek to develop and promote appropriate scale projects for the benefit of local communities and Cumbrian businesses
Ministers have continued to visit Allerdale post flooding. Lord Mandleson visited Cockermouth, the Port of Workington where he saw some of the damage to the infrastructure due to the floods and met local business leaders at Energus where we had a discussion on what further needed to be done to hasten the recovery. This focussed on the need to progress the replacement of the bridges as quickly as possible, to speed up the rural recovery programme and to continue with the message that West Cumbria is open for business.
I met representatives of the Solway fishermen to hear their concerns over danger to their boats and equipment from trees and other large objects which were swept into the Solway during the floods. I passed these concerns to Lord Mandleson when he visited the area.
Margaret Hodge, the Tourism Minister visited Cockermouth and saw some of the recovery work at first hand. We impressed on her the need to replace the footbridges and footpaths quickly to enable visitors to access Cockermouth Town Centre and walk the fells without too many obstructions.
Sadiq Khan, the Transport Minister visited Workington to mark the announcement that Morgan-Est had won the contract to construct the temporary bridge across the Derwent. Story have won the contract to construct the necessary road link.
We have received applications for the posts of Deputy Chief Executive and the fourth Strategic Manager post, we have drawn up a shortlist and will be interviewing for these posts in March
Page 11 2.2 Deputy Leader & Finance & Asset Management Portfolio: Cllr David Wilson
Asset Management
Hall Park, Workington
New Footway lights have installed in Hall Park along the route that children take to Stainburn School, this will hopefully eliminate any problems in winter months.
Bell Close Toilets, Keswick
There has been a slight delay in the completion of the roof tiles; this was due to extreme weather conditions. However, they are due open at half term with only decoration left to complete the work.
Riverside Car Park, Cockermouth
Following the collapse of an additional section of a retaining wall it became imperative to undertake urgent repairs to reduce the risk of further damage. However, the Chief Executive used his delegated powers under paragraph 2.8 of the Financial Regulations that the relevant orders be waived so that work be carried out immediately without having to wait for the appropriate licence from the Environment Agency and consent from Natural England.
Carnegie Theatre, Workington
The refurbishment of the Café area and Dance Studio’s are nearly complete to a good standard, with only one room to finish. This is a major improvement to the building and hopefully will encourage new clients to use the facilities.
Finance
Treasury Management Framework.
Shortly the Council will be reviewing its Treasury Management policy in accordance with the LG Act, 2003. It was last reviewed in response to the volatility of the financial markets. It currently involves managing the whole of the investment portfolio. It recommends that the Executive supported by Scrutiny play a prominent role and be proactive in its monitoring.
The investment network requires local authorities should invest prudently and primarily seek to safeguard public funds rather than maximise returns, with security and liquidity take priority over yield.
Concessionary Travel
Bringing up to date on the changes which was mentioned in the pre-budget report in December, 2009, this includes changes to responsibilities for administration from District Council to County Council, implementation date April 2011. This also means
Page 12 tying the age of eligibility for bus pass to the pensionable age of women from 60 to 65 over a ten year period 2010 to 2020, so too will the age of eligibility for a bus pass for both men and women.
The age of eligibility for the state pension is scheduled to rise by two months every one month. This means the earliest date on which you can get a bus pass will depend on which month you were born in and will not fall on your birthday.
2.3 Resources Portfolio: Cllr Chris Garrard
Democratic Services
January saw the second meeting of the Cumbria Member Development Network at Penrith, a newly appointed informal group for Portfolio Holders/Champions of Member Development and the designated Officers from each of the Cumbrian Districts and also Lancaster City Council and the Lake District National Park.
This group has been set up in an attempt to look at and discuss any shared member development issues or training and development needs and will provide opportunities for potential shared activities in training. This network will allow for authorities to share experiences, transfer knowledge and skills and hopefully in the long term allow for budget savings in the future.
The meeting was well attended with a representative from all of the authorities and as a result the group have a very positive plan of action to move forward.
Scrutiny
Scrutiny have received their first Councillor Call for Action which is entitled Objection to restriction of access/poor maintenance of Maryport Promenade.
As well as being Allerdale’s first Councillor Call for Action, it is also the first Councillor Call for Action in Cumbria.
The request for this Councillor Call for Action to be considered went to a meeting of the Scrutiny Board who decided that it was a valid Councillor Call for Action.
A scrutiny meeting will now be arranged to hear evidence relating to the Councillor Call for Action. It is intended that the meeting will be held in Maryport, however the date of the meeting has not yet been confirmed.
Mayoralty
Allerdale Civic Dinner takes place on Friday March 26th at White Heather Hotel, Kirkbride, invitations have been distributed so if you have not received one please contact Karen Thompson.
Page 13 HR
The Staff Awards Panel met in February and rewarded three members of our staff for work done outside and beyond their employment specification.
On behalf of the Council I attended the quarterly NW HR committee meeting hosted by NWEO at their Manchester offices.
Equality & Diversity
Soon to come under the HR umbrella, I was briefed on this increasingly important issue, along with various officers, by one of the two specialist organisers who are seconded by CCC to assist all Districts to reach the standard achieving by Dec 2010.
I then travelled to Barrow in Furness Town Hall to meet other District members and to formulate an agenda and a plan of action to set the process in motion.
ICT
At the last Council meeting I listened to Cllr Humes request for more current information on the progress of shared service to be forwarded to Scrutiny and I asked the lead officer to keep that committee up to date.
The next ICT Board meeting takes place at the Civic Centre in Carlisle on Monday March 1st and I intend being there.
2.2 Places Portfolio: Cllr Sam Standage
Sport & Recreation Unit
Allerdale Leisure Facilities
• Usage of the facilities has been affected by the travel/access problems created by the loss of the two road bridges in Workington • Usage is at the same level as 2008/09, (an exceptional year with a 14% increase in usage in comparison with 2007/08) • The Free Swim Programme is popular with over 32,000 swims recorded at the Allerdale pools
Allerdale Leisure Partnership
• Membership of the Leisure Partnership Core Group is changing following the restructure and change of Portfolio Holders • Cllr Sam Standage will represent Allerdale on the Carlisle Leisure Management Board • The Core Group is discussing proposals to extend the current management agreement with Carlisle Leisure Limited for the three leisure facilities and The Wave Centre
Page 14 • Proposals are being developed for a major improvement of Keswick Leisure Pool which would enable a greater range of activities to be provided by the facility
Allerdale Sport & Physical Activity Alliance (SPAA)
• The group has been relaunched with the purpose of providing greater opportunities for participation in sport and leisure activities and linking to local priorities (e.g. CIP, LSP, NHS) • A directory will be produced to promote the activities of members and the opportunities available • Links have been made between members where resources, expertise and facilities can be shared
Allerdale Play Partnership
• The last of four Big Lottery funded play area improvements is being completed in Flimby • £211,000 was secured in 2008/09 and supported the improvement of play areas in Cockermouth (Memorial Gardens), Braithwaite (School), Wigton (Park) and Flimby (recreation Ground) • £104,000 was secured through the Playbuilder programme in 2009/10 and is supporting the improvement of two play areas in Allerdale; Fitz Park, Keswick and Frostoms, Workington • £100,000 will be available in 2010/11 and project applications are being invited to be considered for further play area improvements
Free Swimming Programme
• Following Executive Committee approval the Free Swimming programme was extended to include Aspatria, Netherhall and Wigton pools from 1 March 2010 • The scheme will run for 12 months and be extended in 2011 subject to available funding • There is no cost to Allerdale as the scheme is funded through a grant from the Department of Culture, Media and Sport (DCMS)
Sport Unlimited
• £19,000 has been secured for year three (2010/11), with 14 projects planned to engage 800 young people into sport and physical activity.
Basketball Development
• Cumbria Development Group set up. Two senior leagues now running along with U18’s, U16’s and U12’s junior leagues. • Cumbria League is going through the Clubmark process so they can apply for funding to help the clubs involved to develop.
Page 15 Coach Education/volunteers
• County Workforce development brochure produced by Cumbria Sport Partnership. Delivery of all minimum operating standards workshops in each area. • 2009 Leadership Academy first one held in Allerdale. 22 young people aged 14 – 17 took part in sport leadership qualifications, then coordinated and ran a festival for 300 young people in years 8 & 9. They were then sign posted into community activities to continue volunteering. This year there were over 50 young people at the launch event.
Grants to Individuals
• By the end of the year the full grants budget of £1,000 will have been awarded to local sports people who are competing at regional, national and international level • This budget will be lost in 2010/11 however the Council has contributed towards a talented athletes fund which will support local sports people in the lead up to the 2012 Olympics. The 1st round of this has been to the panel and 2 of the 5 successful applicants are from Allerdale.
Netherhall Community Sports Centre
• Following the loss of the Sports Development budget for 2010/11 which support three community sports development posts based at the sports centre work is ongoing to ensure that the valuable sport and leisure activities provided by the posts is not lost. Alternative methods of providing and funding the activities are being explored
Siddick Ponds
The Council is about to submit an application for funding to Natural England’s ‘Access to Nature’ programme for Siddick Ponds.
Siddick Ponds has developed into a reed bed habitat of national importance and is the most northerly UK breeding site for Bitterns. It is a Site of Special or Scientific Interest (SSSI) and as landowner, Allerdale BC has a duty to keep it in favourable condition.
The Access to Nature Funding would enable the Council to match its £5000 per annum budget with Volunteer time from the friends to achieve a 3 year project worth some £112,000. The project would require Allerdale to employ a Community Ranger on a temporary 3 year contract, funded by the grant aid.
Objectives for the project include:
• Increased opportunities for members of the community, particularly children and young people, to participate in formal and informal activities that will enhance their love of the natural world, their understanding of conservation issues, and have a positive impact on their physical, mental and emotional well-being.
Page 16 • Through raising awareness and ownership, to decrease the incidence of activities which have a negative impact upon the site. • Increased use of the existing hide and classroom by schools, community groups and clubs.
Rural Flood Recovery
Allerdale Borough Council is offering to collect household items, washed downstream and onto agricultural land, which are preventing farmers from using the fields for their livelihoods.
The types of debris to be collected includes: furniture, carpets, televisions, microwaves, fridges, cookers, washing machines, bagged clothing, bagged litter, garden furniture and even washed up wheelie bins.
The Council is working in partnership with Cumbria County Council and the Environment Agency to ensure the swift removal of this waste to help farmers to get their vital land back into use again.
Payment of Parking Fees by Mobile Phone
It was agreed by CMT that Parking Services should enter into a trial with Ringo, a supplier of payment by mobile phone services for parking.
The trial was to take place in Keswick, an area that attracts a large number of visitors, many of whom may have come across this method of payment in other places they visit.
The trial started on the 19th September 2009 and is to run for 12 months.
Please find below a summary of problems encountered usage of the system, income received and payments made by the council to the operator of the system in respect of the first 5 months of the trial up to and including the 14th February 2010.
• There have been a total of 1043 bookings made using the system. Of these; o 773 were new users to the system, and o 270 were repeat users. • Fees received by the council from Ringo are as follow: o £3,083.00 in ‘parking fees’ o £212.00 in convenience fees o £17.10 in reminder fees. o Total income received £3,312.30. • As part of the contract the council is obliged to pay Ringo a management fee of 8.5% of the total fees collected and this equates to £281.55 for the period of this summary. This means that giving our customers a further payment option has ‘cost’ the council, in purely financial terms a total of £52.75. This does not take into account any savings made by not having to collect, sort and have banked the coin that would have been placed into the machines.
Page 17 • There has been one issue with the operator, whereby the phone line they provided was ‘removed’ accidentally and without their knowledge. This meant that potential users were unable to contact the company for a 12 day period. Once the company were made aware of the problem it was sorted out within 24 hours. • We have also been made aware of some issues regarding mobile phone reception however these seem to be network specific, and intermittent.
Parking Services will continue to monitor the trial, and will provide further updates on a quarterly basis, starting May 2010. This will allow us to take into account the Easter period.
LDNPA are also carrying out a similar trial, using a different provider, and it is hoped that I will receive their data, in order to carry out a comparison for the next brief.
2.5 People Portfolio: Cllr Ron Munby
Revenues and Benefits
Following the agreement of Council in October to the business case for a shared service, and the implementation of the new system, work has been continuing towards the provision of a shared Revenues and Benefits service between Allerdale, Copeland and Carlisle local authorities. In Allerdale, the conversion work to the new Academy system is now well underway. The project plan expects that completion of installation and connection to Copeland and Carlisle will be in mid July.
Carlisle City Council have been agreed by all three Council’s as the employing authority and consultation with staff and the trade unions is currently taking place with a view to the assimilation and appointment into the new structure, following the TUPE transfer of staff. We have successfully undertaken a recruitment and interview process, to select the new Partnership Manager who is expected to be appointed by the end of February.
The framework agreements which underpin the governance of the shared service are in development and should be completed and signed before the end of this financial year.
Customer Services
In terms of the shared customer services programme, information is still being gathered to feed into the work packages to prepare for the Business case. There has been a slight delay as the current project manager has moved across to manage the Revenue and Benefit shared services implementation project on a full time basis. Alan Iles has now been recruited to project manage the business case-2 days per week.
Expressions of interest have been forwarded to suppliers to tender for implementing a single CRM system, shared between all 3 Councils' (Allerdale, Carlisle and County) as well as for outsourcing the service so that we have cost comparison of different options to provide the shared service.
Page 18 Steady progress is being made with Cumbria County Council to establish Local Links offices in Allerdale. As far as Keswick is concerned, we are awaiting initial layout plans from Capita for the Keswick Town Hall. In Cockermouth discussions are still taking place regarding location. Sites mentioned include the Town Hall, Library and possible space in the supermarket. In Maryport, an initial meeting is to be arranged to commence the discussion.
Environmental Health
Following the November floods environmental health has produced a checklist of environmental health actions to assist the response to any future events. This has been led and prepared by Allerdale following County wide discussions with all Cumbrian districts, NHS Cumbria and the Health Protection Agency. It draws on the experiences around the County from previous years and adds to the existing emergency planning framework.
In summer 2009 environmental health was subject to an audit from the DVLA on the use of its on line enquiry system for use in investigation of abandoned vehicles. The audit required a number of additional measures to be put in place. This was actioned within 2 weeks and a more recent audit by the DVLA has shown that all the issues raised have been suitably addressed.
Following a feasibility study in 2009 funded by the Cumbrian Improvement and Efficiency Partnership a Cumbria wide Regulatory Service Information Sharing project has been given the go ahead and will be funded by the North West Improvement and Efficiency Partnership. The project will allow relevant data to be shared between all Cumbrian environmental health, trading standards and licensing teams. The 2 aspects of the project are the creation of a shared electronic repository and a County electronic business registry. This should help the regulatory officers share data and collaborate more effectively. In future this system may allow other public sector partners to share data more effectively.
2.6 Housing and Planning Portfolio: Councillor Margaret Jackson
Housing
Single Conversation/Investment Plan
Cumbria has been chosen as one of the pilot areas to develop an interim Invest Plan document under the new single conversation approach being adopted by the Homes and Communities Agency. The pilot will require us to develop an interim Investment Plan by the end of March 2010 and this will reflect the schemes etc. intended to go ahead in the next financial year 2010-11, this will also include any possible in year bids and any schemes that may come forward early in the following year. Once this is in place, work will then begin on the Investment Plan proper, that will be a more strategic document capturing short, medium and long term plans – outlining the infrastructure, costs, remediation and other associated issues with each potential development so that each can be considered in terms of priority and deliverability.
Page 19 Homelessness
The Homeless service recently had an internal audit review that was designed to evaluate our progress from the last internal audit carried out in 2007. The report was extremely positive and demonstrated that the work that has been undertaken in relation to creating a strategy, re-profiling the service, revising rents and recharges, creating robust systems and training/support for staff has been successful. We are now seeing a significant decline in the numbers of those being accepted as being owed a full duty and this will start to have a positive impact on our target to reduce temporary accommodation. The introduction of charges and a more robust approach to debt recovery will reduce the costs to Council and ensure the service is not only more efficient but that clients are being assisted to understand the requirements of tenancy management.
We have seen an increase in activity as a result of the floods and staff have been dealing with these to the best of their abilities despite the fact that they are not up to fully staffing levels due to vacancy issues.
Choice Based Lettings
Following Allerdale’s decision to join the county wide CBL scheme we were successful in bidding for some funding from CLG to support this initiative. Since then we have been very involved in terms of working with the other partners to develop and refine the draft policy and this is now going out to consultation. All members have been advised about this and will be getting a follow up e mail shortly with the relevant links etc for the consultation process. In addition, we have been working on a partnering agreement and it is anticipated that these should all be agreed and be in place by July 2010 in order to allow the IT contract to be secured. Once this has happened we will then be on track for implementation at the end of 2010/start of 2011. Each area will still have an ability to have a local lettings policy and Allerdale are currently working on this with the relevant partners.
16 – 17 year olds
Following the House of Lords decision last year which clarified that homeless 16 -17 year olds should be assessed under Section 20 Children’s Act in terms of both their accommodation needs and any associated support needs, we have been attempting to progress this matter and get agreed interim measures and revised procedures in place. Housing services still have a section 188 duty to provide interim accommodation while Children’s Services carry out this assessment but as the assessment should be done within seven days this will only be during this time and/or for slightly longer if a duty was to be identified under section 20. Most other areas have now got these measures in place while Cumbria has yet to resolve these issues and this is of concern. The matter has now been referred to the Children’s Trust for consideration and we hope to be advised shortly about how this matter will be progressed.
Page 20 Supporting People
Commissioners have started a process to review the current contract arrangements under Supporting People. It will be necessary to undertake this exercise to not only ensure quality and value for money but also in order to carry out efficiency savings and to re-profile the service as its funding will no longer be ring fenced. This will ensure that the funding is being targeted towards the highest priority groups and that defined outcomes are being delivered against key objectives.
Mortgage Rescue
We recently received some one off funding from CLG in respect of Mortgage Rescue. As the homeless service currently has capacity issues, exacerbated by the flooding and as we are encouraged to utilize the third sector we have entered into an arrangement with Citizens Advice Bureau and the Credit Unions to deliver this scheme.
DiGs
The DiGs scheme has in the past been funded by grant from CLG which is paid on behalf of all districts and top up funding from districts. This arrangement was reviewed by Allerdale and as there was no supporting evidence at that time of either homeless clients being accommodated and/or homeless prevention (as per the CLG definition) we withdrew the top up funding. At around the same time, Supporting People had potentially secured agreement for some funding for the scheme. Unfortunately, as a result of Allerdale withdrawing the top up funding DiGs declined to offer a service in the district despite the fact that they were still getting the Allerdale contribution in relation to the CLG funding. In addition, as Supporting People is a national scheme their funding would not be district specific but would cover all of Cumbria. Supporting People are now engaging with DiGs in an attempt to resolve this matter. If we are left in a position whereby Allerdale are not to receive a service from them we will need to revise the position regarding the CLG funding and secure this internally.
Group Repair
We currently are running a scheme funded by the Housing Market Renewal on 5 – 35 Senhouse Street and are due to start a group repair scheme on 13 – 27 Station Road in March 2010. Dora Crescent back lane was delayed in the short term because of a requirement to get planning permission but this will be starting shortly.
Disabled Facilities Grants
To date we have spent and committed £850,000+ in relation to this scheme and continue to perform well against the stretch target. As we anticipate demand for this service will continue to grow and as funding has become more critical we have been lobbying Government in order to try and ensure a fairer distribution of funding. This is a statutory duty and if we were to get into a position where the housing grant allocation was no longer sufficient to cover the match funding element of this, then Council would have to take a view on either creating waiting lists, which would impact on the stretch target and/or finding additional funding internally.
Page 21 Housing Need
Work continues in terms of providing a rolling programme of Housing Market Assessments (this applies to market towns and rural parishes) and of the Strategic Housing Market Assessments.
Affordable Housing
We were set a target of 250 completions in respect of affordable housing units for the period 2008-2011. Our target is on track to deliver in excess of 25 units in relation to the 250 target. Given that this has been during a period of recession (particularly in respect of the housing market) and the impact of the floods – this demonstrates Allerdale’s ability to not only plan such scheme’s but also deliver (and deliver above target). Homes and Communities Agency recently highlighted Allerdale’s considerable track record in this respect and noted that we were leading the field in Cumbria in relation to this work. This also demonstrates Allerdale’s strong partnership working with external agencies such as developers and Registered Social Landlord’s and demonstrates the effective working of planning, planning strategy and housing in terms of bringing these schemes to fruition.
Planning
The Council’s Planning Department has recently been the subject of review in response to both the current Transformation Programme and resource constraints relating to essential statutory works as part of its Development Management and Local Development service delivery.
In order to address these issues a revised structure for the department has been agreed by CMT. A key fundamental aspect of the structure is to enable a greater degree of flexibility in the future, by allowing the transfer of staff between the Policy and Development Management sections of the department, as and when either experience fluctuations in their workloads. This will result in greater efficiency in undertaking the statutory duties required by the department and, indeed, will also create broader staff personal development in their professional careers. Another fundamental aspect of the new structure is the rejoining of the two sections together in the same building at the Town Hall. This will result in significant improvements in communication and liaison between the two sections, to the benefit of the service as a whole, especially given the flexibility of working objectives within the new structure.
In terms of Development Management the Council, despite the economic downturn, has observed an increase in the numbers of planning applications for the month of January in comparison with this time last year.
The Council’s Planning Department has recently been a key player in assisting the public, architects and property owners on restoration planning issues arising from the recent tragic flood events. The Council has delivered a ‘front line’ service in providing officers on site, with a Planning Officer and the Conservation Officer being situated in Cockermouth to provide positive guidance in restoring damaged premises, and
Page 22 indeed in a lot of instances, a proactive role has been employed with the community and its agencies, to take the opportunity arising from these unfortunate circumstances, in further enhancing the historic and architectural fabric of the town centre, to the long term benefit of the community and its local economy. The Council’s Enforcement Section is also engaged in dealing with a wide range of complaints relating to potential breaches of planning control, each of which is independently investigated. Where appropriate the Council has used its statutory powers to issue enforcement notices to ensure unauthorised development does not harm its local environment.
It is envisaged, by virtue of previous years’ experience, that planning application numbers will gradually increase during the first half of the year.
Building Control
Building Control are still heavily involved with the flood restoration effort, most of the work is being directed through the Cockermouth Office, now manned 4 days a week. There has been a large increase in applications, 180 in January compared with 50 last year.
The work involves raising Building Controls profile in the Town and working with owners, businesses, builders, loss adjusters and other agencies involved in the flood recovery.
The inspection phase has now commenced, as properties begin the restoration works. Building Controls main involvement relates to the replacement of internal linings, floors, windows, electrical works and heating systems.
The co-operation so far from the insurers has been very positive, involving many local builders in the process.
Planning Policy
The main areas of work over the last few weeks have been, The Statement of Community Involvement which has been reported to the Development Panel and the Executive and which is being presented to Full Council for adoption.
The ANOB Management Plan has been adopted by the Development Panel and the Executive.
The Strategic Housing Land Availability Assessment report went to the Development Panel and the Executive and it is currently out for consultation. The deadline for comments is Friday 5th March 2010.
The Minerals and Waste LDF- Site Allocations Document has been out for consultation and the Executive and Development Panel have submitted their comments.
Page 23 Report Implications
Please delete where applicable.
Community Safety Y/N Sport Y/N Financial Y/N Leisure Y/N Legal Y/N Tourism Y/N Social Inclusion Y/N E-Government Y/N Human Rights Y/N North West Regional Y/N Youth Issues Y/N European Y/N Ethnic Minority Issues Y/N National Y/N Older People Issues Y/N Partnership Y/N Disability Issues Y/N Heritage/Culture Y/N Employment (external to the Council) Y/N Planning Policy Y/N Employment (internal) Y/N Enforcement Y/N Environmental/sustainability Y/N Transport Y/N Environmental/visual Y/N Asset Management Y/N Health Y/N Health & Safety Y/N
Is this a statutory recommendation? Y/N
Is this a key decision? Y/N
If this is a key decision, has it been approved by CMT Y/N
Has a risk assessment been undertaken? Y/N
Wards affected …………………………………………………………………………………..
Background papers ………………………………………………………………………………
Page 24 Agenda Item 9
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Revenue Budget Report - 2010/2011
The following recommendation has been referred to Council by the Executive Committee held on the 10 February 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree that:
a) The revenue estimates do not exceed £17,485,598 including net parish precepts of £1,157,630;
b) £17,485,598 be approved as the budget requirement under Section 32 of the Local Government Finance Act 1992;
c) The revenue estimates as approved be used in the calculation of the basic amount of tax under Section 33 of the Local Government Finance Act 1992;
d) The precept dates for 2010/11 as set out in the report be confirmed;
e) The level of General Fund balances be confirmed at a minimum of £1.5 million for the medium term;
f) No maximum level for General Fund balances be set.
G Roach Democratic Services Coordinator
Page 25 This page is intentionally left blank
Page 26
Allerdale Borough Council
Executive – 10 February 2010
Revenue Budget 2010-11
The Subject of the Decision To present the draft revenue budget and the formal advice of the chief financial officer on the robustness of the estimates included in the budget and the adequacy of the reserves which support the Council’s budgetary plans.
The Reason for the Decision The Council must set an annual revenue budget.
Recommendation It is recommended that:
1. a) The revenue estimates do not exceed £17,485,598 including net parish precepts of £1,157,630 and
b) £17,485,598 be approved as the budget requirement under Section 32 of the Local Government Finance Act 1992;
2. The revenue estimates as approved be used in the calculation of the basic amount of tax under Section 33 of the Local Government Finance Act 1992;
3. The precept dates for 2010/11 as set out in the report be confirmed;
4. The level of General Fund balances be confirmed at a minimum of £1.5 million for the medium term;
5. No maximum level for General Fund balances be set.
Environmental Implications None
Community Safety Implications None
Financial/Resource Implications The revenue estimates recommended will form part of the calculation of the overall council tax level to be set.
Human Rights Implications None
Employment Implications None
Page 27 Health & Safety & Risk None directly. The budget contains provision for Management Implications the Council to discharge its obligations under health and safety legislation, and to maintain a reserve in order to manage risks.
There are also risks that the Council will not be able to operate within agreed budgetary provisions but this can be minimised by the adoption of a prudent policy on the levels of reserves and balances.
Data Quality Implications None
Equality Impact Assessment N/A completed
Wards Affected All Wards
The Contribution this Decision The revenue budget is set to support the Council in would make to the Council’s Key achieving priorities through the Corporate Aims Improvement Plan and to facilitate control of expenditure on its activities.
Is this a Key Decision Yes
Portfolio Holder Councillor David Wilson
Lead Member of Staff Paul Bramley, Head of Finance Tel: 01900 702579 [email protected]
(A detailed listed of implications is appended to the report)
1. Introduction
1.1 The Council is required, in accordance with section 32 of the Local Government Act 1992, to calculate its budget requirement for each financial year.
1.2 The budget requirement is the total of:
a) Net expenditure on General Fund revenue services b) Amounts transferred to and from reserves and balances c) Precepts issued by local precepting authorities (parish and town councils)
1.3 The budget is financed through the receipt of central government grant, consisting mainly of revenue support grant (RSG) and national non domestic rates (NNDR), any surplus on the Collection Fund due to the Council and Council Tax.
Page 28
2. Local Government Settlement and Economic Position
2.1 The final local government finance settlement for 2010/11 was issued on 20 January 2010. We are in the final year of the government’s three year settlement period for local government for the period 2008/09 to 2010/11. As members will be aware, the settlement for Allerdale represents an extremely tight position, with cut backs in public expenditure and reallocation of resources leading to only small increases in government grant over this period. Prospects for the period beyond this are likely to be worse.
2.2 The annual local government finance settlement is concerned with the distribution of formula grant which, for district councils, is made up of revenue support grant (RSG) and redistributed business rates, (NNDR). Finance settlements are developed from government spending reviews. In its spending reviews, the government decides how much it can afford to spend, decides its spending priorities and sets improvement targets. The next spending review will be in 2010.
2.3 The current methodology for the distribution of grant involves the calculation of formula grant as determined by a relative needs formula, a relative resource amount, a central allocation and a floor damping scheme.
2.4 For 2010/11, the government has confirmed the position announced in 2007 and the amounts payable to Allerdale are £1,348,210 million RSG and £9,284,600 million NNDR.
2.5 The current economic conditions continue to have a considerable impact on the Council’s budget position, making assessment of estimates extremely difficult in certain areas. Determination of budgets for income from fees and charges, in particular, is difficult, given the unpredictability of determining factors, and, as with 2009/10, the budgeted figures will need to be kept under close scrutiny. The economic position is likely to have a major impact on the next local government settlement, and whilst it has been assumed that, in the medium term, settlement figures are held at 2010/11 figures in this respect, this may prove optimistic, given the problems with public sector funding availability and the uncertainty of the proposals of a new government.
Page 29
3. Collection Fund
3.1 As a district authority, Allerdale is responsible for the collection and distribution of council taxes on behalf of other authorities; in Allerdale’s case, this consists of Cumbria County Council, Cumbria Police Authority and local parish councils.
3.2 Authorities must incorporate into their budget calculations any surplus or deficit incurred on the collection fund in the previous financial year and this is distributed among the major precepting bodies in proportion to the total due to each authority in the previous year. For Allerdale’s collection fund, the estimated surpluses are as follows:
£000 Cumbria County Council 234 Cumbria Police Authority 39 Allerdale Borough Council 36 309
3.3 The amounts raised on behalf of parish councils are incorporated into Allerdale’s budgeting arrangements and paid over as local precepts. Appendix A sets out the level of precepts levied by parish councils for 2010/11.
3.4 Amounts collected on behalf of the council’s major precepting bodies are transferred to them on a monthly basis. The payment schedule for 2010/11 is set out in Appendix B.
4. Budget Strategy and Development Framework
4.1 The Council’s strategy for the 2010/11 budget was agreed in October 2009, identifying spending pressures likely to have an impact on the budget, noting the importance of ensuring that fees and charges policies were set at a level which gave the opportunity to maximise income, and advising on the predicted level of reserves and balances. Recognition was given to the Council’s medium term budget position, including the requirement for savings to continue to be sought to provide a balanced budget.
4.2 Budget development work has been influenced by the medium term budget position and guided by the identification of savings from service reviews instigated as a part of the work of the Transformation Task Group. Base budget figures have been adjusted to take account of agreed service savings, together with the implications of the staff structural review to date. In some service areas, the structural reviews have not been completed and the budget reflects the position at the time of its preparation in accordance with information provided by senior managers. Three year Service Plans will be updated to take account of the service changes, which will lead to an updated corporate improvement plan and a new plan will be developed by April 2011, reflecting priorities under the current resource constraints. Given the Council’s medium term budget position, budgetary growth has been restricted to contractually committed and essential growth only, which has been subject to review by corporate management team prior to inclusion within the draft budget.
Page 30
4.3 The methodology adopted by the corporate management team in developing the budget has been driven by the unsustainability of the medium term budget position. It is important that the Council continues to review the position, with a view to making continuing savings to the base budget over the medium term. This will entail ensuring that sufficient resources are set aside to deal with the one-off costs associated with restructuring the Council. Resources of £1.9 million have been set aside to address the potential maximum costs associated with parts 1 and 2 of the restructure. Whilst not all of this will be required, the position will need to be reassessed to provide for costs associated with subsequent parts of the review. No additional provision for these costs has been included in budget.
5. Determination of Budget Requirement
5.1 The budget for 2010/11 includes no provision for inflation, other than pay awards, and contractual requirements. The provision included in budget for pay awards is 1% with effect from 1 April 2010. The Council’s Insurance premiums are due to be retendered in 2010/11; no provision for an increase has been budgeted, based on current information, but this remains an area of uncertainty.
5.2 The government retains reserve capping powers, which it uses to limit what it considers to be excessive Council Tax increases. The government makes no formal announcement of what it considers to be an excessive level of increase, but it assesses the position each year. Whilst the practice in recent years has indicated a maximum level of 5%, given the current economic position, it is considered that the capping level is likely to be below this and it is considered prudent to assume that this will be no more than 3%.
5.3 The draft budget has been prepared on the basis of a 1.9% increase in Council Tax. This increase would result in the Council’s Band D rate increasing from £141.48 to £144.17. The impact of exemptions granted in respect of flooded households on the amount of Council Tax collectable has been significant, with over 1% of this increase being required to ensure that the Council achieves the same Council Tax levy as in 2009/10. Members are again reminded that Allerdale’s Council Tax level is by far the lowest district rate in the county; the average rate of the other districts in Cumbria in the current year is £181.67 in comparison to Allerdale’s £141.48, a difference of 28%. The proposed increase would do little to affect this position. The draft budget has been developed following a detailed review of budget growth submissions, consideration of fees and charges levels in association with prevailing market rates, and a detailed assessment of earmarked reserves to determine their ongoing requirement.
5.4 General Fund Balances have been used to support the development of the Council over a number of years, as part of an agreed policy, early forecasts for which showed that ongoing support for the budget was not sustainable. Whilst the Council sought to make improvements, the extensive development of the Council’s services across many areas, with consequential budgetary growth, has meant that General Fund Balances have been required to support the base budget in recent years. As resources have become severely constrained, particularly through the economic downturn and general government grant reduction, action to address this has become essential. The significant action taken through the transformation process has sought to address this issue and bring the budget to an affordable position for 2010/11. As a result, the Council is able to budget for a contribution to General Fund Balances in 2010/11, which will assist in the management of the budget in future years.
Page 31
5.5 Whilst the application of service savings has enabled a draft budget position to be established, the Council needs to continue to address the level of its base budget. The level of ongoing resources in the medium term is insufficient to meet the level of the ongoing budget. The position will be unsustainable in the medium term until the base budget is brought into line with ongoing resources. This will be a continuing requirement as resources fall in real terms over this period.
6. Budget Requirement
6.1 The Council’s budget requirement is made up as follows:
£ Net Expenditure 16,307,030 Contribution to Balances 20,938 Budget Requirement 16,327,968 Parish Precepts 1,157,630 17,485,598
Financed by:
Government Grants: £ RSG 1,348,210 NNDR 9,284,600 Concessionary Travel Grant 538,714 Area Based Grant 28,819 Community Recovery Fund 558,000 Collection Fund surplus 36,270 Council Tax levy 5,690,985 17,485,598
6.2 Appendix C provides a service by service presentation of the budget, by portfolio, including the comparative position with the current year. Note that the budget figures are presented prior to the allocation of salary and support costs to the appropriate service heads. This exercise will be undertaken prior to the publication of the budget, for external presentation requirements.
6.3 The draft budget total, excluding parishes, for 2010/11, is £16,307,000. This compares with a total for 2009/10 of £18,998,000. The reasons for the decrease in budget between 2009/10 and 2010/11 are set out in broad terms in Appendix D.
6.4 The main changes in the budget, analysed between growth and savings, are summarised as follows: £’000
Recurring Growth 1,050 Non-recurring Growth 882 Identified savings (980) Transformation Savings, (ex salaries) (2,473) Transformation Savings, (salaries) (920) (2,441)
Details of budget growth and savings items are set out in Appendices E, F, G and H. Page 32
6.5 The RSG and NNDR figures are based on the final settlement figures received by the Council. The government has recently consulted on the levels of concessionary travel grant to be provided. Allerdale’s grant remains the same as the figure originally announced in the three year settlement
7. Contingencies
7.1 In the current economic situation and in the circumstances in which the Council finds itself following the impact of the November floods, uncertainty exists within the budget, particularly around income collectable through fees and charges. In addition, the budgetary changes introduced as a part of the transformation process and the ongoing review of the structure of the Council carry a level of uncertainty reflective of the stage of their development and it is appropriate to provide some cover for the associated risks and financial impact, including staffing changes, particularly the statutory appointments, and pension costs. It is considered prudent, therefore, that a contingency provision is made in budget to provide some support for these and other uncertainties and emergencies. A provision of £400,000 has been included in the budget in this respect. This contingency provision needs to be carefully managed.
8 Inflation and Interest Rates
8.1 The annual headline rate of inflation currently stands at 2.4%, with that excluding mortgage interest payments standing at 3.8%. The Council’s budget will have to accommodate any inflationary increases.
8.2 The Bank base rate currently stands at 0.5% and the Council’s treasury advisers currently predict that this will rise to 1.5% during 2010/11.
8.3 For the purpose of the budget, a return on investments of 0.75% has been used. This is a considerable reduction on the current year, (1.8%), and reflects the current economic situation. In addition to falling interest rates, the amount generated has also been affected as reserves and balances have been applied and loans have been repaid. At current levels of investment, every ¼% variation in the rate of interest earned on investments results in a variation in investment income of about £22,500 per annum.
8.4 The Council’s borrowing rate in 2010/11 is estimated to be 7.18%, taking into account the current debt profile. No additional borrowing is anticipated in 2010/11. Officers will actively manage the loan portfolio during the year in order to take advantage of opportunities to replace loans with others at lower rates. Changes in discount rates offered on early redemptions, under current Public Works Loans Board guidelines, together with unavailability of appropriate outstanding loans, will limit such opportunities.
Page 33
9. Balances and Reserves
9.1 The Council needs to ensure that it manages its general fund balances carefully, in accordance with its policy on Reserves and Balances. As a part of this, recognition needs to be given to the financial impact of the flooding on the Council, and to the fact that some of the costs of the recovery, the extent to which as yet remains uncertain, are not funded from elsewhere, nor has provision been made in budget. During the current year, usage of general fund balances, above that already agreed as part of the current year’s budget, amounts to £1,000,000. During the year, the Council received a windfall VAT refund of £604,000, net of fees; £200,000 has been applied, with the remainder being added to general fund balances. It is considered preferable to finance the capital cost of the new Revenues/Benefits system supporting the shared service arrangement directly from revenue, for which £332,000 is required. General fund balances have been adjusted accordingly.
9.2 General fund balances stood at £4,306,000 on 1 April 2009. Taking into account the planned usage of balances in 2009/10, together with the additional receipts and applications set out above, and excluding any impact from variations in the current year, the estimated balance at 31 March 2010 is £1,744,000.
9.3 Members will be aware that the Council has pursued a policy in recent years of supporting the development of its corporate priorities by establishing earmarked reserves where appropriate. At 1 April 2009, the balance of earmarked reserves was £6,043,000. During 2009/10, the estimated net application of earmarked reserves is £3,181,000, giving an estimated balance at 31 March 2010 of £2,862,000. Earmarked reserves are detailed at Appendix I.
10 Areas of Risk within the Budget
10.1 Budget setting necessarily carries risk, seeking as it does to gauge the financial impact in the future of decisions taken in the present. The scale of that risk increases proportionately the further ahead the projection looks and the larger the figures involved. Controls are set in place in managing the Council’s financial affairs through Financial Regulations, adherence to which should assist in the management of financial risk, as should effective risk management and the appropriate use and management of financial reserves and balances.
10.2 The most significant areas of risk which remain in the budget, or which may arise in the medium term, are outlined below.
a) Interest rates Interest rates are of particular significance given the Council’s investment levels where interest earned supports General Fund expenditure. Whilst borrowings held are largely at fixed interest rates, interest rates on investments are vulnerable to market changes, although the repayment of loans over the last year has reduced this area of risk somewhat. The international economic situation continues to reflect uncertainty, following governments’ attempts to stabilise the banking sector and ease credit availability. It remains extremely difficult to predict what might happen in this area. Whilst the Council’s treasury advisers provide support and guidance, the likelihood of variations in this area, with consequent actions necessary, is a risk.
Page 34
b) Fees and charges Income from fees and charges is dependent on customer usage and this can be volatile in respect of factors outside the Council’s control, which vary according to service. The national economic climate is considered likely to impact on this area, as well as the local one, and the potential impact on car parking income is a major issue. In addition, some uncertainty exists around property search fees, which the government is introducing changes to the basis for. c) Concessionary travel Usage of the Council’s concessionary travel facilities is difficult to predict and the impact of the national travel scheme introduced by the government with effect from April 2008 has been considerable. The level of grant received to support the national scheme, which will be subsumed within RSG with effect from 2011/12, has proved sufficient so far, but the service is directly related to demand and the level of local bus fare increases in recent years has impacted on costs. Given the unpredictability, the Council remains vulnerable to usage above the budgeted level, particularly from the tourist element of the service.
The government has decided that, after 2010/11, administration of concessionary travel will move to the county council. Whilst this will remove this Council’s ongoing uncertainty in this area, as well as a switch in the allocation of concessionary travel grant, the transfer will involve a change in the distribution of revenue support grant. Since it is not clear what the financial impact will be, no assumptions in this respect have been made in the medium term financial position, with the current arrangements for both this and concessionary travel grant being applied. Given the relative size of this service in relation to the overall budget, there is a significant risk that the transfer could have a further impact on the Council’s ongoing budget position. d) Government Grant The level of increase in government grant for 2010/11 for the Council is 0.5%. The government’s need to recover the costs of the actions taken to support the economy over the last two years are likely to impact on public sector funding with effect from 2011/12. Indications to date are that local government is likely to bear a significant brunt of this, although the impact within the local government sector may be varied. No increase in government grant has been assumed from 2011/12, although this may prove optimistic. e) Pension Costs Pension Fund contributions are reviewed every 3 years and the next review will result in new rates effective from April 2011. The impact of the current economic climate is likely to be heavily felt by pension funds and, subject to any recovery of losses, will result in ongoing increases in employer’s contribution levels. f) Budget Savings To achieve a balanced budget for 2010/11, service reviews undertaken as a part of the transformational review have identified a series of budget reductions which have been agreed by the Council. It is essential that the Council monitors the achievement of these savings during 2010/11 to ensure that they meet the agreed levels. To achieve a balanced budget, for the period beyond 2010/11, requires the Council to continue to adopt actions sufficient to address the shortfall in the base budget position. Whilst the Council has taken substantial actions so far to address the medium term budget position, it will be necessary to continue to review this area, and savings proposals are likely to become ever more difficult to address. Members need to ensure that provision is adequate to meet any one-off costs associated with such budgetary and restructure reviews. The Council continues to run the risk that insufficient actions are completed to ensure that the required savings have been identified and can be applied as required.
Page 35
g) Transformation The transformation of the Council brings with it risks in the process of, and the results of, change, which need to be carefully managed. The Council must ensure that it has in place adequate resources to support the process of change and that the speed of change is cognitive of the level of resources available. The creation of shared service arrangements, for example, entails the detailed development of governance arrangements to support the new service. Transformation also entails, in the short term, the loss of corporate knowledge and expertise; the Council needs to ensure that it makes adequate provision to facilitate an effective changeover, and that the transformed Council is suitably resourced to meet its requirements, particularly in statutory and essential service areas.
11 Robustness of Estimates and Adequacy of Reserves
11.1 Section 25 of the Local Government Act 2003 requires the Council’s chief financial officer (CFO) to report to the Council when it is making the statutory calculations required to determine its council tax or precept. The authority is required to take the report into account. The report must deal with the robustness of the estimates and the adequacy of the reserves for which the budget provides.
11.2 The Head of Finance is the Council’s CFO. In determining the budget, savings proposals have been considered in detail by the Transformational Task Group and agreed by Council; budget submissions have been reviewed by Financial Services staff and by appropriate service managers, and the budget has been considered at a high level by portfolio holders and by senior management. The Council’s revenue and capital budgets are interlinked for both the 2010/11 budget and the longer term. The revenue cost of capital expenditure is reflected in the revenue budget and both revenue and capital budgets take into account the management of the Council’s assets, as reflected in the Council’s asset management arrangements. The Council has no recent record of overspending and operates effective budgetary controls during the year.
11.3 Budget setting inevitably carries risks and the main identified ones have been set out above. Given the medium term budgetary situation and the extent of proposed budgetary changes required, particularly those applicable to 2010/11, careful financial management will be required by service managers to ensure that budgets, and especially agreed savings, are adhered to and achieved. Particular care will need to be taken in the management of variations to staffing structures, where some uncertainties lie, and the consequent impact on budget. In addition, the Council will need to continue to review its budgets and identify savings sufficient to ensure the achievement of a balanced budget. This will mean that difficult decisions will continue to be required to be made in revenue budgets, such difficulties increasing as options are exhausted. In capital budgets, the Council is experiencing a dwindling resource base, and in taking actions to address the revenue budget position, members will need to ensure that capital resources are not overcommitted. On the basis that the above matters are taken into account, it is the opinion of the Head of Finance that the estimates which have been applied for the 2010/11 budget setting purposes are sufficiently robust.
11.4 The Council’s estimated reserves and balances at 31 March 2010 are £1,744,000 general fund balances and £2,862,000 earmarked reserves. Whilst this position is considered adequate to support a budget requirement of £16,328,000, the Council’s reserves continue to be under significant pressure.
Page 36
11.5 General fund balances and the application of earmarked reserves have supported the development of the Council in line with its corporate objectives over the last few years. Accordingly, the overall level of balances has declined in line with usage. There is no specific guidance on the level of balances a council should ideally hold. In determining what is appropriate, reference should be made to the size of budget, the level of risk inherent in the services operated, etc. The Council has determined, in its policy on Reserves and Balances, that the level of General Fund Balances should not fall below £1.5 million.
11.6 In developing the 2010/11 budget, service managers have identified, through their detailed service knowledge, significant savings to budgets as a part of the transformational review. It is essential that the level of savings agreed is adhered to, and should there be any difficulty identified in meeting the agreed savings in any area, the managers of those areas will need to identify sufficient alternative savings. To produce a sustainable position, the Council must continue to identify sufficient savings in order to ensure a balanced budget beyond 2010/11.
11.7 The usage of General Fund Balances over recent years to support the development of services means that the Council is operating more closely to its minimum agreed balance. The medium term financial position, summarised in Appendix J, shows the minimum level of savings required to provide an ongoing balanced budget position. Substantive actions must continue to be taken to deliver the necessary levels of savings.
11.8 For the next financial year, the opinion of the Head of Finance is that the Council’s balances are sufficient to manage its operations. However, the position in the medium term is not sustainable, and this opinion is dependant upon the Council continuing to take the necessary action to address the predicted shortfall. The Council needs to continue to operate its review of services through 2010/11 to identify sufficient savings to ensure a balanced position in the following year. The base budget position will require ongoing review over the medium term, in view of the economic climate and the likely government grant levels.
12. Conclusion
12.1 The Medium Term Budget position continues to present a challenging position for the Council, and although it has taken substantial action to address the immediate budgetary problems, it must ensure that its focus and resources continue to be directed to resolving this problem.
12.2 The recommendation of a budget of £17,485,598 is given on the basis that the Council continues to address the medium term financial position and takes such action as is necessary to ensure a balanced budget can be achieved.
Paul Bramley Head of Finance
Page 37
Report Implications
Please delete where applicable.
Community Safety N Sport N Financial Y Leisure N Legal N Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health & Safety N
Is this a statutory recommendation? Y
Is this a key decision? Y
If this is a key decision, has it been approved by CMT? Y
Has a risk assessment been undertaken? Y
Wards affected All
Background papers Various, held in Financial Services section
Page 38 Parish Precepts 2010/11 Appendix A
Above Derwent 9,000 Hayton & Mealo 4,000 Aikton 3,500 Holme Abbey 10,846 Allerby & Oughterside 12,000 Holme East Waver 5,460 Allhallows 8,500 Holme Low 1,500 Allonby 12,850 Holme St Cuthbert 3,800 Aspatria 75,593 Ireby & Uldale 3,500 Bassenthwaite 4,800 Keswick 203,932 Bewaldeth 0 Kirkbampton 5,000 Blennerhassett 9,747 Kirkbride 8,920 Blindbothel 3,400 Little Clifton 5,513 Blindcrake 5,080 Lorton 5,000 Boltons 3,500 Loweswater 2,200 Borrowdale 3,500 Maryport 86,145 Bothel 4,000 Papcastle 3,050 Bowness 15,150 Plumbland 3,944 Bridekirk 5,000 Seaton 30,000 Brigham 10,000 Sebergham 3,300 Bromfield 5,500 Setmurthy 422 Broughton 11,500 Silloth 115,270 Broughton Moor 12,000 St Johns 5,360 Buttermere 1,300 Thursby 20,000 Caldbeck 9,300 Underskiddaw 3,200 Camerton 1,300 Waverton 3,700 Cockermouth 182,838 Westnewton 4,500 Crosscanonby 12,800 Westward 5,500 Dean 11,126 Wigton 203,399 Dearham 22,700 Winscales 2,500 Dundraw 1,400 Woodside 6,888 Embleton 3,502 Workington 148,400 Gilcrux 7,344 Wythop 745 Great Clifton 5,000 Greysouthen 7,500
Total 1,386,724 Less Grants 229,094 1,157,630
Note 2009/10 2010/11 % Change Total Precepts 1,323,710 1,386,724 4.54 Less Grants 252,107 229,094 (9.13) 1,071,603 1,157,630
Page 39 This page is intentionally left blank
Page 40 Appendix B Precept Payment Dates
Allerdale Borough Council Parish Cumbria County Council Precepts up to £1,000 Cumbria Constabulary
2010 2010 April 27 (1/12th) April 30 (100%) May 27 June 25 July 27 August 27 September 27 October 27 November 26 December 22
2011 January 27 February 25 March 25
Parish Precepts over £1,000
2010 April 30 (50%)
September 30 (50%)
Page 41 This page is intentionally left blank
Page 42 Appendix C
Portfolio Summary
2009/10 2010/11 2010/11 2010/11 2010/11 ADJUSTED 2010/11 ONE- PORTFOLIO ORIGINAL TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED BASE BUDGET OFF BIDS BUDGET SAVINGS BIDS BUDGET Corporate Services 2,012,160 1,709,100 (188,500) (18,680) 0 0 1,501,920 Environment 6,156,380 6,150,990 (579,850) (432,880) 360,230 558,000 6,056,490 Finance & Asset Management 4,640,140 4,355,300 (245,080) 0 456,000 65,000 4,631,220 Front Line Services 1,506,820 1,257,130 (42,460) (300,000) 79,810 55,000 1,049,480 Legal, Audit & IT 1,658,580 1,604,470 (2,770) 0 0 0 1,601,700 Parking Services (1,044,650) (1,018,310) (982,480) (80,100) 0 0 (2,080,890) Regeneration 3,143,480 2,477,480 (293,260) (148,150) 147,970 128,820 2,312,860 Strategic Policy & Partnerships 1,996,830 2,470,760 (138,790) 0 5,850 75,000 2,412,820 Totals 20,069,740 19,006,920 (2,473,190) (979,810) 1,049,860 881,820 17,485,600 Page 43 Corporate Services Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 2010/11 ONE- T CENTRE C COST CENTRE ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
AC001 TRAINING 207,000 207,000 (103,500) 0 0 0 103,500 AC002 CORPORATE RECRUITMENT 79,300 79,300 (39,650) 0 0 0 39,650 AC003 PENSIONS 182,000 182,000 0000182,000 AC999 HUMAN RESOURCES - PAY GROUP 242,290 156,100 (300) 0 0 0 155,800 BA001 STRATEGIC RESOURCES DIRECTORATE (73,580) (90,580) (30) 0 0 0 (90,610) BA999 STRATEGIC RESOURCES DIRECTORATE - PAY GROUP 114,850 0 00000 BB001 MAYORAL SERVICES 15,750 16,600 (4,000) 0 0 0 12,600 BB002 MAYOR'S FUND 8,300 9,200 (5,950) 0 0 0 3,250 BB003 MEMBERS SERVICES 293,850 293,000 (21,730) 0 0 0 271,270 BB004 LEADERS SERVICES 36,980 36,980 (930) (17,330) 0 0 18,720 BB005 ELECTORAL REGISTRATION 34,500 34,500 000034,500 BB006 ELECTIONS 32,500 32,500 000032,500 BB007 CORPORATE ADVERTISING - STATUTORY NOTICES 3,050 3,050 (1,500) 0 0 0 1,550 BB999 DEMOCRATIC SERVICES - PAY GROUP 268,090 241,780 (200) 0 0 0 241,580 BG999 CORPORATE SERVICES - PAY GROUP 71,970 0 00000
BJ001Page 44 PERFORMANCE & EFFICIENCY 41,110 41,110 (10,250) 0 0 0 30,860 BJ999 PERFORMANCE & EFFICIENCY - PAY GROUP 190,410 166,620 (460) (1,350) 0 0 164,810 BK999 POSTAL & PRINT SERVICES - PAY GROUP 260,070 296,220 0000296,220 DF002 HEALTH & SAFETY 3,720 3,720 00003,720 2,012,160 1,709,100 (188,500) (18,680) 0 0 1,501,920 Environment Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
BE015 CRIME PREVENTION 140,140 61,060 (21,740) 0 0 0 39,320 DB002 COMMUNITY SAFETY 21,150 21,150 (20,000) 0 0 0 1,150 DB999 HEAD OF ENVIRONMENT - PAY GROUP 135,990 0 0 0 0 0 0 DD001 EMERGENCY PLANNING 26,200 26,200 0 0 0 0 26,200 DD004 FLOOD RECOVERY GRANT 0 0 0 0 0 558,000 558,000 DE003 PARKS & GROUNDS MAINTENANCE 882,970 899,820 (9,100) (16,050) 8,300 0 882,970 DE005 STREET CLEANSING 1,473,960 1,473,960 (132,000) (33,600) 11,110 0 1,319,470 DE007 PUBLIC BUILDING CLEANING 106,110 9,030 0 0 0 0 9,030 DE008 PUBLIC CONVENIENCE CLEANING 173,610 60,610 (36,840) 0 0 0 23,770 DE009 ANIMAL WELFARE 23,920 23,920 5,800 0 19,990 0 49,710 DE010 PEST CONTROL (10,150) (10,150) (16,540) 0 0 0 (26,690) DE012 PARKS DEVELOPMENT 73,200 73,200 30,050 (81,980) 0 0 21,270 DE013 DOMESTIC WASTE 1,544,290 1,544,290 (99,440) (29,000) 15,120 0 1,430,970 DE014 TRADE WASTE (521,120) (521,120) (4,000) (103,010) 19,350 0 (608,780) DE015 RECYCLING 729,920 738,080 (180,110) (162,450) 283,660 0 679,180 DE997Page 45 CLEANING PUBLIC BUILDINGS - PAY GROUP 0 85,030 0 (6,790) 0 0 78,240 DE998 PUBLIC CONVENIENCES - PAY GROUP 0 192,940 (48,500) 0 0 0 144,440 DE999 ENVIRONMENTAL SERVICES - PAY GROUP 566,800 516,810 20,550 0 0 0 537,360 DF004 ENVIRONMENTAL INITIATIVES 65,810 65,990 (11,000) 0 0 0 54,990 DF005 HYGIENE & FOOD CONTROL 4,220 4,220 0 0 2,700 0 6,920 DF006 CONTAMINATED LAND (13,630) (13,630) 0 0 0 0 (13,630) DF999 ENVIRONMENTAL HEALTH - PAY GROUP 732,990 820,500 (7,900) 0 0 0 812,600 DH999 CRIME PREVENTION - PAY GROUP 0 79,080 (49,080) 0 0 0 30,000 6,156,380 6,150,990 (579,850) (432,880) 360,230 558,000 6,056,490 Finance & Asset Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
BD999 HEAD OF FINANCE - PAY GROUP 73,000 0 0 0 0 0 0 BE001 CORPORATE PROPERTY 657,700 576,300 (134,850) 0 0 65,000 506,450 BE002 OPERATIONAL BUILDINGS 1 99,480 109,420 (15,110) 0 0 0 94,310 BE003 OPERATIONAL BUILDINGS 2 34,120 27,730 (16,790) 0 0 0 10,940 BE004 TENANTED PROPERTIES NOT WIGTON PROPS (168,710) (175,430) 0 0 0 0 (175,430) BE005 INDUSTRIAL UNITS (227,400) (231,120) 0 0 0 0 (231,120) BE007 OTHER LAND & BUILDINGS (66,870) (69,870) 0 0 0 0 (69,870) BE010 CAR PARKS - INSPECTION & MAINTENANCE 19,000 19,000 0 0 0 0 19,000 BE012 STREET & FOOTWAY MAINTENANCE 200,940 200,940 (48,000) 0 0 0 152,940 BE013 COASTAL PROTECTION & INLAND FLOODING 45,700 45,700 (80) 0 0 0 45,620 BE014 CAMPING & CARAVAN SITES (294,000) (294,000) 0 0 0 0 (294,000) BE019 WIGTON COMMUNITY CENTRE (7,500) (7,500) 0 0 7,500 0 0 BE020 WIGTON MARKET HALL 4,440 4,440 (12,350) 0 0 0 (7,910) BE999 ASSET MANAGEMENT - PAY GROUP 389,940 336,800 (5,900) 0 0 0 330,900 BF001 FINANCE & ACCOUNTING 88,440 0 0 0 0 0 0
BF002Page 46 BANKING & INTEREST 710,100 837,180 0 0 27,560 0 864,740 BF003 MRP & FINANCE CHARGES 640,000 634,000 0 0 0 0 634,000 BF004 INSURANCES 326,950 326,950 0 0 0 0 326,950 BF005 RISK MANAGEMENT 18,480 18,480 (12,000) 0 0 0 6,480 BF007 PARISH COUNCILS 1,323,710 1,386,570 0 0 0 0 1,386,570 BF010 RE-ALLOCATION HOLDING ACCOUNT (62,960) 0 0 0 0 0 0 BF011 CONTINGENCIES 245,000 0 0 0 420,940 0 420,940 BF999 FINANCE & ACCOUNTING - PAY GROUP 513,450 537,580 0 0 0 0 537,580 DK008 GRANTS TO VOLUNTARY ORGANISATIONS 77,130 72,130 0 0 0 0 72,130 4,640,140 4,355,300 (245,080) 0 456,000 65,000 4,631,220 Front Line Services Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
BE017 CIRCUSES & FAIRS (4,700) (4,700) 0 0 0 0 (4,700) CA001 DIRECTORATE MANAGEMENT 3,040 3,040 0 0 300 0 3,340 CA999 CUSTOMER SERVICES DIRECTORATE - PAY GROUP 198,900 0 0 0 0 0 0 CB001 BEREAVEMENT SERVICES 7,370 5,460 (25,000) 0 0 0 (19,540) CB999 BEREAVEMENT SERVICES - PAY GROUP 79,570 83,860 (750) 0 0 0 83,110 CC001 BUILDING CONTROL (333,540) (338,540) 0 0 0 55,000 (283,540) CC999 BUILDING CONTROL - PAY GROUP 376,190 387,430 (6,190) 0 0 0 381,240 CD001 CUSTOMER CONTACT CENTRE 1,200 1,200 (1,200) 0 0 0 0 CD999 CUSTOMER CONTACT CENTRE - PAY GROUP 833,180 768,740 (3,060) 0 760 0 766,440 CE001 LAND CHARGES & LICENSING (310,930) 0 0 0 0 0 0 CE999 LAND CHARGES & LICENSING - PAY GROUP 161,810 0 0 0 0 0 0 CG001 REVENUES (174,000) (169,000) (2,840) 0 5,500 0 (166,340) CG999 REVENUE - PAY GROUP 320,060 320,550 (1,420) 0 0 0 319,130 CH001 BENEFITS (411,240) (411,240) (120) (300,000) 0 0 (711,360) CH999 BENEFITS - PAY GROUP 746,660 746,830 (1,800) 0 0 0 745,030 CJ001 LICENSING SERVICE 0 (181,880) 0 0 0 0 (181,880) CJ999 LICENSING PAY GROUP 0 132,600 (80) 0 6,710 0 139,230 Page 47 CK001 LAND CHARGES SERVICE 0 (129,050) 0 0 66,540 0 (62,510) CK999 LAND CHARGES PAY GROUP 0 28,580 0 0 0 0 28,580 DD002 OUT OF HOURS TELEPHONES 13,250 13,250 0 0 0 0 13,250 1,506,820 1,257,130 (42,460) (300,000) 79,810 55,000 1,049,480 Legal, Audit & IT Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
BC999 INTERNAL AUDIT - PAY GROUP 127,410 133,160 (140) 0 0 0 133,020 BI999 LEGAL SERVICES - PAY GROUP 149,650 153,210 (800) 0 0 0 152,410 BL001 SHARED IT SERVICES 818,760 805,850 0 0 0 0 805,850 BL999 SHARED IT SERVICES - PAY GROUP 441,470 512,250 (1,830) 0 0 0 510,420 BM999 SHARED PRINT ROOM PAY- GROUP 121,290 0 0 0 0 0 0 1,658,580 1,604,470 (2,770) 0 0 0 1,601,700 Page 48 Regeneration Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
BE016 WORKINGTON TOWN CENTRE (645,200) (645,200) 4,000 0 0 100,000 (541,200) CD002 T.I.C.'s 2,990 4,130 0 0 0 0 4,130 CD004 WORKINGTON T.I.C. 0 (1,140) 0 0 0 0 (1,140) CF001 PLANNING CONTROL (175,870) (175,870) 0 0 0 0 (175,870) CF999 PLANNING & DEVELOPMENT - PAY GROUP 619,770 836,050 (3,580) 0 0 0 832,470 DA999 PARTNERSHIPS & COMMUNITY DIRECTOR PAY GROUP 118,180 0 0 0 0 0 0 DE011 MARKETS (37,730) (37,730) 0 0 0 0 (37,730) DI999 HEAD OF REGENERATION - PAY GROUP 64,910 0 0 0 0 0 0 DJ002 HOUSING ADVICE 16,100 16,100 0 0 0 0 16,100 DJ003 HOUSING ASSOCIATIONS 15,010 4,010 0 0 0 0 4,010 DJ005 SLUM CLEARANCE AREAS 2,960 2,960 0 0 0 0 2,960 DJ006 HOMELESSNESS 161,250 138,880 (127,000) 0 0 0 11,880 DJ007 GRANTS (19,450) (19,450) 0 0 0 0 (19,450) DJ008 PRIVATE SECTOR HOUSING ACTION 4,650 4,650 0 0 0 0 4,650 DJ999 HOUSING SERVICES - PAY GROUP 575,150 535,450 (6,620) 0 0 0 528,830 DK002 COMMUNITY INVESTMENT 50,000 50,000 (20,000) 0 0 0 30,000 DK003 ECONOMIC REGENERATION 194,190 149,600 (20,000) 0 0 0 129,600 Page 49 DK007 AREA BASED GRANT 339,500 0 0 0 0 28,820 28,820 DK009 PLANNING POLICY 102,550 102,550 (20,060) 0 0 0 82,490 DK010 MARYPORT HARBOUR REGENERATION 20,000 20,000 0 0 0 0 20,000 DK011 LOCAL STRATEGIC PARTNERSHIP 0 59,000 0 0 0 0 59,000 DK999 REGENERATION - PAY GROUP 422,170 452,500 (5,260) 0 0 0 447,240 DL001 DERWENT FOREST 1,500 1,500 0 0 0 0 1,500 DM002 MUSEUMS 123,140 123,240 (24,630) 0 0 0 98,610 DM003 ARTS DEVELOPMENT 20,830 20,830 (20,000) 0 0 0 830 DM004 SPORTS & LEISURE CENTRES 561,130 544,830 0 (138,230) 139,410 0 546,010 DM005 CARNEGIE THEATRE (27,900) (19,460) (80) 0 0 0 (19,540) DM007 SPORTS & COMMUNITY DEVELOPMENT 50,430 50,430 (50,030) 0 0 0 400 DM009 RECREATION POLICY 1,110 1,110 0 0 0 0 1,110 DM010 MARYPORT WAVE 258,510 258,510 0 (9,920) 8,560 0 257,150 DM999 LEISURE SERVICES MANAGEMENT - PAY GROUP 323,600 0 0 0 0 0 0 3,143,480 2,477,480 (293,260) (148,150) 147,970 128,820 2,312,860 Strategic Policy & Partnerships Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
AA999 CHIEF EXECUTIVE - PAY GROUP 155,380 0 00000 AB999 COMMUNICATIONS & MARKETING - PAY GROUP 66,860 69,210 (1,100) 0 0 0 68,110 AB001 COMMUNICATIONS & MARKETING 51,000 51,000 (21,900) 0 0 0 29,100 AD999 SENIOR MGT / PA'S PAY GROUP 0 626,960 (2,740) 0 5,850 0 630,070 BF009 CONCESSIONARY TRAVEL 1,723,590 1,723,590 (113,050) 0 0 75,000 1,685,540 1,996,830 2,470,760 (138,790) 0 5,850 75,000 2,412,820 Page 50 Parking Services Portfolio
2009/10 2010/11 2010/11 2010/11 2010/11 COST 2010/11 ONE- ORIGINAL ADJUSTED BASE TRANSFORMATION 2010/11 SAVINGS RECURRING APPROVED CENTRE OFF BIDS BUDGET BUDGET SAVINGS BIDS BUDGET
DG002 PARKING SERVICES OFF STREET (1,585,840) (1,577,920) (912,000) 0 0 0 (2,489,920) DG003 PARKING SERVICES ON STREET (294,900) (294,900) (52,000) (18,100) 0 0 (365,000) DG004 PARKING SERVICES MULTI-STOREY CAR PARK 209,640 209,640 (18,000) (62,000) 0 0 129,640 DG999 PARKING SERVICES - PAY GROUP 626,450 644,870 (480) 0 0 0 644,390 (1,044,650) (1,018,310) (982,480) (80,100) 0 0 (2,080,890) Page 51 This page is intentionally left blank
Page 52 Appendix D
MOVEMENT IN BASE BUDGET FROM 2009-10 to 2010-11
£ 000's £ 000's
BUDGET 2009-10 18,998
LESS: Non-Recurring Bids (642)
ADJUSTED BASE BUDGET 2009-10 18,356
Main Changes for 2010-11
Transformation Savings - non salary related (2,473) Transformation Savings - salary related (920)
Reduction in Vacancy Mgmt from 5% to 3% 172
Pay award and incremental impact 264
Hsg Benefits recovery of overpayments (300)
Increased income from multi story car park (62)
Other savings achieved (641)
Contingency and contribution to balances 421
Other Recurring Bids 629
(2,910)
INITIAL BASE BUDGET 2010-11 15,446
One off growth bids for 2010-11 882
REVENUE BUDGET 2010-11 16,328
Page 53 This page is intentionally left blank
Page 54 Appendix E
RECURRING CONTRACTUAL OR COMMITTED GROWTH 2010/11
2010-11 Bids Cost Centre Budget Heading Manager Description of Bid Ref CMT Decision Bids Submitted Approved
££
BE001 Corporate Property David Bryden Additional funding required for general maintenance of Council R1 65,000 Moved to One Off ------owned land and property. BE002 Property - Operational Buildings 1 David Bryden To cover recharge income from FOSCA/ISS R2 0 ------BE019 Wigton Community Centre William Carruthers Transfer of the Community Centre to NADT, includes the bank. R3 7,500 Approved 7,500 BF007 Parish Councils Catherine Nicholson Increase in Concurrent Grants. R4 14,790 Approved 14,790 BF007 Parish Councils Catherine Nicholson Bid R4 not required R4 (14,790) Approved (14,790) CA001 Corporate Complaints Alison Miller Increased cost of Respond Maintenance Support annual charge. R5 300 Approved 300
CD999 Customer Contact Centre Alison Miller Notification fee for compliance with Data Protection Act (DPA). R6 470 Approved 470 CD999 Customer Contact Centre Alison Miller Membership of records management society. R7 290 Approved 290 CG001 Revenue Mike Toner All non-domestic properties have been re-valued. More funding R8 5,500 Approved 5,500 needed to meet contractually committed rate relief. CJ999 Licensing Gillian Collinson Employee expenses. R9 600 Approved 600 CJ999 Licensing Gillian Collinson Mileage allowances. R10 6,110 Approved 6,110
Page 55 CK001 Land Charges Gillian Collinson Reduction in search fee income. R11 66,540 Approved 66,540 DF005 Food and Occupational Health Peter Daley Annual fee to software company to maintain and run the Scores on R12 2,700 Approved 2,700 the Doors website. DM004 Sports and Leisure Centres Peter Haley Annual Grant payable to Carlisle Leisure Ltd for use as a Joint R13 139,410 Approved 139,410 Fund for facility and service improvement. DM005 Carnegie Theatre Paul Sherwin Reduction in lease rental income. R14 1,400 Not Approved ------DM010 Maryport Wave Peter Haley Annual Grant payable to Carlisle Leisure Ltd for use as a Joint R15 Approved Fund for facility and service improvement. 8,560 8,560 AD999 Senior Management Team Harry Dyke £1170 essential car user for each Senior Manager. R16 5,850 Approved 5,850 DE003 Parks and Grounds Ernie Davidson To reflect the new format of E Service Unit, Street Scene Officers R17 5,800 Approved 5,800 will manage every work area on a pride of patch basis and therefore transport is required, this appears as an area of spend but on previous years entire E-Services transport budget this part of a broader saving. DE003 Parks & Grounds Maintenance Ernie Davidson Purchase of PDA's. R18 2,500 Approved 2,500 DE005 Street Cleaning Ernie Davidson To purchase PDA to assist Street Scene Officers with their role and R19 2,500 Approved 2,500 bring it efficiencies in the new operation. DE005 Street Cleaning Ernie Davidson Risen Cost Adjustment (net). R20 6,230 Approved 6,230 DE005 Street Cleaning Ernie Davidson Increase transport costs. R21 2,380 Approved 2,380 DE009 Animal Welfare Ernie Davidson To purchase an equivalent amount of poop bags used in 09/10. R22 6,000 Approved 6,000 DE009 Animal Welfare Ernie Davidson To support proposed increase in acceptance point and stray dog R23 1,130 Approved 1,130 kennelling contract. DE009 Animal Welfare Ernie Davidson To increase the transport capability of each E-warden officer. R24 12,860 Approved 12,860 DE013 Domestic Waste Ernie Davidson To reflect the new format of E Service Unit; Street Scene Officers R25 2,500 Approved 2,500 will manage workload more effectively by use of a PDA system, which will relay live info towards CSC and base station. DE013 Domestic Waste Ernie Davidson To reflect the new format of Environmental Service Unit, Street R26 5,800 Approved 5,800 Scene Officers will manage every work area on a pride of patch basis and therefore transport is required. DE013 Domestic Waste Ernie Davidson Risen Cost Adjustment (net). R27 6,820 Approved 6,820 DE014 Trade Waste Ernie Davidson To support the Street Scene Officers in their aim to cover every R28 5,800 Approved 5,800 aspect of the e-service work area, part of which is trade waste. Appendix E
RECURRING CONTRACTUAL OR COMMITTED GROWTH 2010/11
2010-11 Bids Cost Centre Budget Heading Manager Description of Bid Ref CMT Decision Bids Submitted Approved
££
DE014 Trade Waste Ernie Davidson Risen Cost Adjustment (net). R29 900 Approved 900 DE014 Trade Waste Ernie Davidson Increase CCC disposal costs R30 4,150 Approved 4,150 DE014 Trade Waste Ernie Davidson Increase in Supplies & Services Costs R31 8,500 Approved 8,500 DE015 Recycling Ernie Davidson Increase in Supplies & Services Costs R32 27,500 Approved 27,500 DE015 Recycling Ernie Davidson Risen Costs. R33 6,320 Approved 6,320 DE015 Recycling Ernie Davidson Reduction in Income, impact of £100k transformation savings. R34 249,840 Approved 249,840 DE999 Environmental Services Pay Group Ernie Davidson Increase in Salaries R35 14,150 Not Approved ------BF002 Banking and Interest Catherine Nicholson Change in Telephone Charges R36 60 Approved 60 BF002 Banking and Interest Catherine Nicholson Change in Banking Charges R37 17,750 Approved 17,750 BF001 Finance & Accounting Catherine Nicholson Increase in Audit Commission Fees R38 9,750 Approved 9,750 BF011 Contingencies Catherine Nicholson Contingencies 420,940.00 Approved 420,940 TOTAL 1,130,410 1,049,860 Page 56 Appendix F NON-RECURRING GROWTH 2010/11
2010-11 One-Off Cost CMT Budget Heading Manager Description of Bid Ref One-Off Bids Bids Centre Decision Submitted Approved ££ BE014 Camping and Caravan William Carruthers Additional funding required due to loss of income. NR1 44,000 Not ------Sites Approved BE016 Workington Town Centre William Carruthers Additional funding required due to loss of income. NR2 100,000 Approved 100,000
BF009 Concessionary Travel Barbara Watson Admin costs to County Council to cover scheme. NR3 5,000 Approved 5,000
BF009 Concessionary Travel Barbara Watson Increase in bus fares for local services. NR4 70,000 Approved 70,000 CC001 Building Control Paul Shankland Reduction in income. NR5 55,000 Approved 55,000 DK007 Area Based Grant Finance Climate Change & Economic Assessment Duty NR6 28,820 Approved 28,820 funding. BE001 Corporate Property David Bryden Additional funding required due to loss of income. NR7 65,000 Approved 65,000 Page 57 DD002 Flood Recovery Ian Payne Flood Recovery Grant NR8 558,000.00 Approved 558,000
TOTAL 925,820 881,820 This page is intentionally left blank
Page 58 SAVINGS 2010/11 Appendix G
2010-11 Cost Savings Budget Heading Manager Description of Bid Ref Savings CMT Decision Centre Approved Submitted
£ £ CH001 Benefits Carol Ruffe Savings, (Housing Benefits) Claw Back £300K and Agency S1 (340,000) Approved (300,000) Staff £40K. DG003 Parking Services - Onstreet Tony Smith Budget no longer needed , postal service £4,600 and S2 (6,100) Approved (6,100) Computing costs £1,500 DM004 Sports & Leisure Services Peter Haley Adjustment to annual Management Fee payable to Carlisle S3-A (8,230) Approved (8,230) Leisure Ltd DM004 Sports & Leisure Services Peter Haley Loan Repayment re Cockermouth Leisure Centre Reception S3-B (130,000) Approved (130,000) DM010 Maryport Wave Peter Haley Adjustment to annual Management Fee payable to Carlisle S4 (9,920) Approved (9,920) Leisure Ltd for the operation, management and development of the Wave Centre. DG004 Multi Storey Car Park Tony Smith Multi Storey increased income S5 (62,000) Approved (62,000) DE003 Parks and Grounds Maint Ernie Davidson Additional income re Parish Councils S6 (16,050) Approved (16,050) DE012 Parks Development Ernie Davidson Adjustment to premises related expenditure S7 (15,000) Approved (15,000) DE012 Parks Development Ernie Davidson Removal of contribution to reserve S8 (66,980) Approved (66,980) Page 59 DE005 Street Cleansing Ernie Davidson Difference between budgeted and actual contract risen S9 (33,600) Approved (33,600) costs (previous year) DE007 Cleaning Public Buildings Ernie Davidson Staff Savings S10 (6,790) Approved (6,790) DE013 Domestic Waste Collection Ernie Davidson Difference between budgeted and actual contract risen S11 (29,000) Approved (29,000) costs (previous year) DE014 Trade Waste Collection Ernie Davidson Increase in income S12 (99,200) Approved (99,200) DE014 Trade Waste Collection Ernie Davidson Risen costs adjustment S13 (3,810) Approved (3,810) DE015 Recycling Ernie Davidson Increase in income S14 (66,710) Approved (66,710) DE015 Recycling Ernie Davidson Net impact of change in service provision S15 (95,740) Approved (95,740) BB004 Leaders Services Sarah Beattie Reduction in Leaders Salary S16 (17,330) Approved (17,330) BJ999 Performance & Efficiency Sam Cartwright Removal of Budgets not required S17 (100) Approved (100) BJ999 Performance & Efficiency Sam Cartwright Removal of Budgets not required S18 (200) Approved (200) BJ999 Performance & Efficiency Sam Cartwright Removal of Budgets not required S19 (250) Approved (250) BJ999 Performance & Efficiency Sam Cartwright Removal of Budgets not required S20 (800) Approved (800) DG003 On Street Parking Tony Smith Removal of External Printing Costs S21 (12,000) Approved (12,000)
TOTAL (1,019,810) (979,810) This page is intentionally left blank
Page 60 Appendix H Summary of Transformation Savings
Cost Savings Centre Cost Centre Achieved Code £ AB001 Communications and Marketing 21,900 AB999 Communications and Marketing Pay Group 50 AC001 Training 103,500 AC002 Recruitment 39,650 BB001 Mayoral Services 4,000 BB002 Mayors Fund 5,950 BB003 Members Services 18,550 BB004 Leaders Services 650 BB007 Corporate Advertising 1,500 BE001 Corporate Property 134,850 BE002 Operational Buildings 1 15,110 BE003 Operational Buildings 2 16,790 BE012 Street & Footway Maintenance 48,000 BE015 Crime Prevention 70,820 BE016 Workington Town Centre (4,000) BE020 Wigton Market Hall 12,350 BE999 Asset Management Pay Group 2,900 BF005 Risk Management 12,000 BF009 Concessionary Travel 113,000 BJ001 Performance & Efficiency 10,250 CB001 Bereavement Services 25,000 CD001 Customer Contact Centre 1,200 CD999 Customer Contact Centre - Pay Group 2,260 DB002 Community Safety 20,000 DE003 Parks & Ground Maintenance 9,100 DE005 Street Cleansing 132,000 DE008 Public Conveniences 85,340 DE009 Animal Welfare (5,800) DE010 Pest Control 16,540 DE012 Parks Development (30,050) DE013 Domestic Waste Collection 99,440 DE014 Trade Waste Collection 4,000 DE015 Recycling 180,110 DE999 Environemental Service Pay Group (29,000) DF004 Environmental Initiatives 11,000 DG002 Parking Services Off Street 912,000 DG003 Parking Services On-Street 52,000 DG004 Multi Storey Car Park 18,000 DJ006 Homelessness 127,000 DK002 Community investment 20,000 DK003 Economic Regeneration 20,000 DK009 Planning Policy 20,000 DM002 Museums 24,630 DM003 Arts Development 20,000 DM007 Sports & Community Development 50,030
Corporate Mileage Costs 60,560
Corporate Salary Savings 920,679
Total 3,393,859
Page 61 This page is intentionally left blank
Page 62 Appendix I
EARMARKED RESERVES SUMMARY
Opening Balance Estimated Net Estimated Balance at 1/4/09 Expenditure at 31/3/10 ENVIRONMENT ZW15 Vehicle Repair Fund - public conv (19,281.25) 5,000.25 (14,281.00) ZW17 Vehicle Repair Fund - animal welfare (9,708.00) 9,708.00 0.00 ZW19 Recycling - the next steps 0.00 0.00 0.00 ZW20 Environmental campaign (12,188.00) 10,280.00 (1,908.00) ZW26 Emergency Planning (11,500.00) 4,000.00 (7,500.00) ZW35 Contaminated Land Fund (236,747.05) 143,596.00 (93,151.05) ZW99A Air Quality pollution control (7,000.00) 0.00 (7,000.00) ZW74 Crime prevention (59,320.00) 10,000.00 (49,320.00) ZW87 Parks,Animals, Recycling, Response (21,268.00) 5,000.00 (16,268.00) ZW65ENV Miscellaneous (98,360.00) 98,360.00 0.00
(475,372.30) 285,944.25 (189,428.05) FINANCE & ASSET MANAGEMENT ZW08 Flood gates residents (17,319.00) 17,319.00 0.00 ZW14 Finance directorate (49,873.00) 49,873.00 0.00 ZW16 Property Services vehicle fund (5,000.00) 0.00 (5,000.00) ZW25 Tennis Court repair fund (7,983.77) 7,983.77 0.00 ZW29 Asset management reserve (104,313.50) 34,378.00 (69,935.50) ZW43 MMI scheme of arrangement (100,000.00) 100,000.00 0.00 ZW51 Acquisition & disposal fund (199,913.78) 199,913.78 0.00 ZW53 Adverse interest rates (100,000.00) 100,000.00 0.00 ZW56 Grant clawback (65,300.00) 0.00 (65,300.00) ZW57 Superannuation Costs 0.00 0.00 0.00 ZW61 VAT / tax reserve (100,000.00) 100,000.00 0.00 ZW62 Risk Assessment (106,643.24) 0.00 (106,643.24) ZW99B Coastal protection (20,000.00) 100.00 (19,900.00) ZW99C Pot. Liability re town cen dev (205,000.00) 0.00 (205,000.00) ZW72 Operational bldgs 2 (25,000.00) 0.00 (25,000.00) ZW73 Industrial units (105.00) 105.00 0.00 ZW75 Asset mgt pay group (1,500.00) 1,500.00 0.00 ZW65FIN Miscellaneous (58,430.00) 31,430.00 (27,000.00)
(1,166,381.29) 642,602.55 (523,778.74)
Page 63 Appendix I
FRONT LINE SERVICES ZW12 Customer Services Centre (19,430.00) 19,430.00 0.00 ZW21 Building Control posts 5.00 (5.00) 0.00 ZW36 Hsg Benefits verification process 0.00 0.00 0.00 ZW37 Bldg Control charge account (67,363.00) 19,630.79 (47,732.21) ZW39 Maintenance of graves (46,464.98) 46,464.98 0.00 ZW48 Planning delivery fund (291,287.67) 181,740.00 (109,547.67) ZW54 Planning control posts 6.50 (6.50) 0.00 ZW55 Taxi Licence equipment (2,056.00) 1,872.48 (183.52) ZW67 Public enquiry planning (37,623.74) 0.00 (37,623.74) ZW80 Customer contact centre 0.00 0.00 0.00 ZW81 Customer services pay group 0.00 0.00 0.00 ZW82 Bereavement services (270.00) 270.00 0.00 ZW83 Building control (1,500.00) 0.00 (1,500.00) ZW84 Land chgs & Licensing 0.00 0.00 0.00 ZW85 Planning (75,000.00) 0.00 (75,000.00) ZW86 Housing bens (25,680.58) 12,000.00 (13,680.58) ZW65FRO Miscellaneous (93,487.63) 66,227.63 (27,260.00)
(660,152.10) 347,624.38 (312,527.72) LEGAL ZW09 New technology Fund (700,169.66) 700,169.66 0.00 ZW68 Court Costs - Planning (22,000.00) 0.00 (22,000.00) ZW77 Telephony & IT (7,000.00) 0.00 (7,000.00) ZW78 Legal services pay group 0.00 0.00 0.00 ZW65LEG Miscellaneous (22,240.00) 12,980.00 (9,260.00)
(751,409.66) 713,149.66 (38,260.00)
Page 64 Appendix I
REGENERATION ZW01 Homelessness appeals (19,860.00) 14,250.00 (5,610.00) ZW02 Van replacement - homeless (10,440.00) 10,440.00 0.00 ZW05 Derwent Forest insurance 0.00 0.00 0.00 ZW06 Street furniture & playground equip (27,111.44) 0.00 (27,111.44) ZW24 Housing default works 0.00 0.00 0.00 ZW30 Derwent Valley (60,710.00) 0.00 (60,710.00) ZW34 Port of Workington (130,000.00) 130,000.00 0.00 ZW40 Wigton Community Centre 241.21 (241.21) 0.00 ZW42 Derwentwater Foreshore (8,540.00) 3,540.00 (5,000.00) ZW46 Maritime Musuem donations 0.00 0.00 0.00 ZW50 Keswick Museum Exhibits (217.52) 217.52 0.00 ZW59 Youth Schemes 0.00 0.00 0.00 ZW63 Contract Management Fund-LEI 0.00 0.00 0.00 ZW66 Maryport THI bid 0.00 0.00 0.00 ZW99D Carnegie Arts Centre (4.49) 4.49 0.00 ZW99E Helena Thompson Exhibits (90.90) 90.90 0.00 ZW89 Private sector action (16,220.00) 16,220.00 0.00 ZW90 Econ regen and nuclear (91,162.00) 36,162.00 (55,000.00) ZW91 Museums (46,870.00) 0.00 (46,870.00) ZW92 Carnegie (22,760.00) 1,500.00 (21,260.00) ZW93 Sports and commm development (15,803.00) 12,723.00 (3,080.00) ZW94 Public Arts (450.00) 0.00 (450.00) ZW95 Food & Occ Health (6,000.00) 4,000.00 (2,000.00) ZW96 Local Development Framework (104,750.00) 0.00 (104,750.00) ZW65REG Miscellaneous (78,060.00) 54,930.00 (23,130.00)
(638,808.14) 283,836.70 (354,971.44)
Page 65 Appendix I
CORPORATE SERVICES ZW03 LABGI (824,860.53) 169,036.53 (655,824.00) ZW07 Management Development 0.00 0.00 0.00 ZW10 Printing Equipment Fund 0.00 0.00 0.00 ZW13 Fit for Purpose (20,000.00) 20,000.00 0.00 ZW23 Corporate Strategy Implementation (662,478.00) 249,873.00 (412,605.00) ZW45 Election expenses (43,386.00) 0.00 (43,386.00) ZW52 Civic Regalia (1,004.45) 1,004.45 0.00 ZW58 Health & safety reserve (20,000.00) 3,860.00 (16,140.00) ZW64 Equal pay review 0.00 0.00 0.00 ZW99F Corporate communications (7,320.00) 7,320.00 0.00 ZW70 Job Evaluation & Training (99,659.00) 91,659.00 (8,000.00) ZW71 Elections/ Member services (3,193.68) 918.68 (2,275.00) ZW76 Corp Services pay group (1,684.00) 1,684.00 0.00 ZW79 Corp Improvement pay group (5,976.00) 5,976.00 0.00 ZW65COR Miscellaneous (35,050.00) 34,945.60 (104.40)
(1,724,611.66) 586,277.26 (1,138,334.40) PARKING SERVICES ZW18 Vehicle Repair fund - carparks (2,271.15) 2,271.15 0.00 ZW31 Multi story car park fund 0.00 0.00 0.00 ZW32 Carpark equipment fund (56,840.00) 5,271.00 (51,569.00) ZW33 Carpark repair fund (989.00) 0.00 (989.00) ZW88 Car parking cfwd (9,000.00) 0.00 (9,000.00)
(69,100.15) 7,542.15 (61,558.00) STRATEGIC POLICY ZW11 Concessionary Travel 0.00 0.00 0.00 ZW65STR Miscellaneous (3,000.00) 3,000.00 0.00
(3,000.00) 3,000.00 0.00 MISCELLANEOUS ZW38 Grass cutting (242,908.26) 0.00 (242,908.26) ZW49 Deer orchard grass cutting (5,000.00) 5,000.00 0.00 ZW60 Temporary staffing 0.00 0.00 0.00 ZX03 Capital Fund-FB001 (306,817.13) 306,817.13 0.00
(554,725.39) 311,817.13 (242,908.26)
TOTAL (6,043,560.69) 3,181,794.08 (2,861,766.61)
Page 66 Appendix J
MEDIUM TERM FINANCIAL POSITION
FINANCIAL YEAR 2010-11 2011-12 2012-13 2013-14 2014-15 £000 £000 £000 £000 £000 EXPENDITURE Net Expenditure 16,328 16,305 16,965 17,627 18,290 Parish Precepts 1,158 1,181 1,205 1,229 1,253
17,486 17,486 18,170 18,856 19,543
FINANCING Government Grants, (RSG & NNDR) 10,633 11,172 11,172 11,172 11,172
Page 67 Other General Government Grants 1,126 0 0 0 0 Collection Fund Surplus 36 0 0 0 0 Council Tax 5,691 5,805 5,921 6,039 6,160 Contribution from Earmarked Reserves 00000 Contribution from General Fund Balances 0 244 0 0 0
17,486 17,221 17,093 17,211 17,332
General Fund Balances
Opening Balance 4,306 1,744 1,500 1,500 1,500 Available for utilisation (2,562) (244) 0 0 0
Year End Balance 1,744 1,500 1,500 1,500 1,500
MINIMUM SAVINGS REQUIRED 0 265 1,077 1,645 2,211 This page is intentionally left blank
Page 68 Agenda Item 10 Allerdale Borough Council
Council – 3 March 2010
Council Tax Resolution
The Subject of the Decision To approve the necessary resolutions for Council Tax setting in accordance with Section 30 of the Local Government Finance Act 1992.
The Reason for the Decision The Council is required to set a Council Tax in support of its budget each year
Recommendation That the resolutions be approved.
Environmental Implications None
Community Safety Implications None
Financial/Resource Implications None
Human Rights Implications None
Employment Implications None
Data Quality Implications None
Equality Impact Assessment N/A completed
Health & Safety & Risk Management None Implications
Wards Affected All
The Contribution this Decision would Setting the Council Tax enables the Council make to the Council’s Key Aims to collect the income it needs to fulfil its Key Aims.
Is this a Key Decision? Yes
Portfolio Holder Cllr David Wilson
Lead Member of Staff Paul Bramley – Head of Finance tel 01900 702579 [email protected]
Page 69
1 Introduction
1.1 As a billing Authority and in accordance with Section 30 of the Local Government Finance Act 1992, the Council is required to set a council tax before 11 March each year.
2 Content
2.1 Set out below are the council tax setting resolutions.
Resolution 1
That the following, as submitted in the budget reports to Committees of the Council, be approved.
(a) the Revenue Estimates for 2010/11
(b) the Capital Programme for 2010/11
Resolution 2
That it be noted that at its meeting on 27 January 2010, the Council calculated the following amounts for the year 2010/11 in accordance with the regulations made under Section 33(5) of the Local Government Finance Act 1992:
(a) 31,444.51 being the amount calculated by the Council, in accordance with regulation 3 of the Local Authorities (Calculation of Council Tax Base) Regulations 1992, as its council tax base for the year.
(b) Part of the Council’s area (Band D equivalent Council Tax Base)
Above Derwent 666.74 Aikton 165.53 Allerby & Oughterside 209.77 Allhallows 176.37 Allonby 170.99 Aspatria 837.75 Bassenthwaite 204.04 Bewaldeth/Snittlegarth 15.63 Blennerhasset/Torpenhow 158.46 Blindbothel 70.42 Blindcrake 139.24 Boltons 251.16 Borrowdale 192.64 Bothel/Threapland 167.44 Bowness 382.42 Bridekirk 289.49 Brigham 340.26 Bromfield 197.60 Broughton 543.71
Page 70
Broughton Moor 221.45 Buttermere 66.99 Caldbeck 323.30 Camerton 61.77 Cockermouth 2,788.81 Crosscanonby 362.77 Dean 483.71 Dearham 626.18 Dundraw 60.04 Embleton 142.98 Gilcrux 116.99 Gt. Clifton 329.18 Greysouthen 221.95 Hayton/Mealo 82.48 Holme Abbey 244.56 Holme E. Waver 118.77 Holme Low 119.41 Holme St. Cuthbert 150.11 Ireby/Uldale 199.23 Keswick 2,032.97 Kirkbampton 179.21 Kirkbride 158.48 Little Clifton 155.52 Lorton 157.04 Loweswater 134.71 Maryport 3,167.78 Papcastle 183.29 Plumbland 129.44 Seaton 1,536.41 Sebergham 134.31 Setmurthy 54.56 Silloth 925.38 St. Johns/C'rigg/Wythbn 190.54 Thursby 424.71 Underskiddaw 169.66 Waverton 111.78 Westnewton 85.11 Westward 311.31 Wigton 1,743.83 Winscales 57.41 Woodside 177.00 Workington 7,302.95 Wythop 20.77
being the amounts calculated by the Council, in accordance with regulation 6 of the Regulations, as the amounts of its council tax base for the year for dwellings in those parts of its area to which one or more special items relate.
Page 71
Resolution 3
That the following amounts be now calculated by the Council for the year 2010/11 in accordance with Sections 32 to 36 of the Local Government Finance Act 1992 (as amended):
(a) £60,976,888 Being the aggregate of the amounts which the Council estimates for the items set out in Section 32(2)(a) to (e) of the Act.
(b) £43,491,290 Being the aggregate of the amounts which the Council estimates for the items set out in Section 32(3)(a) to (c) of the Act.
(c) £17,485,598 Being the amount by which the aggregate at 3(a) above exceeds the aggregate at 3(b) above, calculated by the Council, in accordance with Section 32(4) of the Act, as its budget requirement for the year.
(d) £11,794,613 Being the aggregate of the sums which the Council estimates will be payable for the year into its General Fund in respect of redistributed non-domestic rates, revenue support grant, area based grant, specific, non-earmarked grant and community recovery fund, increased by the amount of £36,270, being the sum which the Council estimates will be transferred in the year from its Collection Fund to its General Fund in accordance with Section 97(3) of the Local Government Finance Act 1988 (Council Tax Surplus).
(e) £180.99 Being the amount at 3(c) above less the amount at 3(d) above, all divided by the amount at 2(a) above, calculated by the Council, in accordance with Section 33(1) of the Act, as the basic amount of its council tax for the year.
(f) £1,157,630 Being the aggregate amount of all special items referred to in Section 34(1) of the Act.
(g) £144.17 Being the amount at 3(e) above less the result given by dividing the amount at 3(f) above by the amount at 2(a)
Page 72
above, calculated by the Council, in accordance with Section 34(2) of the Act, as the basic amount of its council tax for the year for dwellings in those parts of its area to which no special item relates.
Page 73
(h) Part of the Council’s area
(Allerdale Borough Council Council Tax + Parish Precepts)
£ Above Derwent 154.35 Aikton 164.38 Allerby&Oughterside 192.06 Allhallows 182.16 Allonby 190.97 Aspatria 202.85 Bassenthwaite 167.10 Bewaldeth/Snittlegth 144.17 Blennerhasset/Torpenhow 192.92 Blindbothel 192.45 Blindcrake 180.65 Boltons 158.11 Borrowdale 162.34 Bothel/Threapland 166.06 Bowness 177.67 Bridekirk 159.98 Brigham 170.62 Bromfield 172.00 Broughton 163.02 Broughton Moor 193.23 Buttermere 163.58 Caldbeck 170.96 Camerton 165.22 Cockermouth 199.84 Crosscanonby 168.82 Dean 162.75 Dearham 171.83 Dundraw 167.49 Embleton 168.66 Gilcrux 200.67 Gt. Clifton 159.36 Greysouthen 168.09 Hayton/Mealo 171.57 Holme Abbey 186.81 Holme E. Waver 186.34 Holme Low 156.73 Holme St. Cuthbert 166.49 Ireby/Uldale 158.12 Keswick 224.08 Kirkbampton 168.98 Kirkbride 197.80 Little Clifton 177.05 Lorton 175.52 Loweswater 160.50 Maryport 171.36 Papcastle 160.04
Page 74
Plumbland 172.75 Seaton 162.31 Sebergham 167.88 Setmurthy 151.90 Silloth 239.93 St. Johns/C'rigg/Wythbn 170.68 Thursby 187.92 Underskiddaw 162.64 Waverton 163.57 Westnewton 180.59 Westward 161.84 Wigton 226.64 Winscales 187.72 Woodside 181.80 Workington 164.49 Wythop 180.04
being the amounts given by adding to the amount at 3(g) above the amounts of the special item or items relating to dwellings in those parts of the Council’s area mentioned above divided in each case by the amount at 2(b) above, calculated by the Council, in accordance with Section 34(3) of the Act, as the basic amounts of its council tax for the year for dwellings in those parts of its area to which one or more special items relate.
Page 75
(i) Part of the Council’s Area (Allerdale Borough Council Council Tax + Parish Precepts)
Valuation Bands
Part of the Council’s area A B C D E F G H £ £ £ £ £ £ £ £ Above Derwent 102.90 120.05 137.20 154.35 188.65 222.95 257.25 308.70 Aikton 109.59 127.85146.12 164.38 200.91 237.44 273.97 328.76 Allerby&Oughterside 128.04 149.38 170.72 192.06 234.74 277.42 320.10 384.12 Allhallows 121.44 141.68161.92 182.16 222.64 263.12 303.60 364.32 Allonby 127.31 148.53169.75 190.97 233.41 275.85 318.28 381.94 Aspatria 135.23 157.77180.31 202.85 247.93 293.01 338.08 405.70 Bassenthwaite 111.40 129.97148.53 167.10 204.23 241.37 278.50 334.20 Blennerhasset/Torpenhow 128.61 150.05 171.48 192.92 235.79 278.66 321.53 385.84 Blindbothel 128.30 149.68171.07 192.45 235.22 277.98 320.75 384.90 Blindcrake 120.43 140.51160.58 180.65 220.79 260.94 301.08 361.30 Boltons 105.41 122.97140.54 158.11 193.25 228.38 263.52 316.22 Borrowdale 108.23 126.26144.30 162.34 198.42 234.49 270.57 324.68 Bothel/Threapland 110.71 129.16 147.61 166.06 202.96 239.86 276.77 332.12 Bowness 118.45 138.19157.93 177.67 217.15 256.63 296.12 355.34 Bridekirk 106.65 124.43142.20 159.98 195.53 231.08 266.63 319.96 Brigham 113.75 132.70151.66 170.62 208.54 246.45 284.37 341.24 Bromfield 114.67 133.78152.89 172.00 210.22 248.44 286.67 344.00 Broughton 108.68 126.79144.91 163.02 199.25 235.47 271.70 326.04 Broughton Moor 128.82 150.29 171.76 193.23 236.17 279.11 322.05 386.46 Buttermere 109.05 127.23145.40 163.58 199.93 236.28 272.63 327.16 Caldbeck 113.97 132.97151.96 170.96 208.95 246.94 284.93 341.92 Camerton 110.15 128.50146.86 165.22 201.94 238.65 275.37 330.44 Cockermouth 133.23 155.43177.64 199.84 244.25 288.66 333.07 399.68 Crosscanonby 112.55 131.30150.06 168.82 206.34 243.85 281.37 337.64 Dean 108.50 126.58144.67 162.75 198.92 235.08 271.25 325.50 Dearham 114.55 133.65152.74 171.83 210.01 248.20 286.38 343.66 Dundraw 111.66 130.27148.88 167.49 204.71 241.93 279.15 334.98 Embleton 112.44 131.18149.92 168.66 206.14 243.62 281.10 337.32 Gilcrux 133.78 156.08178.37 200.67 245.26 289.86 334.45401.34 Gt. Clifton 106.24 123.95 141.65 159.36 194.77 230.19 265.60 318.72 Greysouthen 112.06 130.74149.41 168.09 205.44 242.80 280.15 336.18 Hayton/Mealo 114.38 133.44152.51 171.57 209.70 247.82 285.95 343.14 Holme Abbey 124.54 145.30 166.05 186.81 228.32 269.84 311.35 373.62 Holme E. Waver 124.23 144.93 165.64 186.34 227.75 269.16 310.57 372.68 Holme Low 104.49 121.90 139.32 156.73 191.56 226.39 261.22 313.46 Holme St. Cuthbert 110.99 129.49 147.99 166.49 203.49 240.49 277.48 332.98 Ireby/Uldale 105.41 122.98140.55 158.12 193.26 228.40 263.53 316.24 Keswick 149.39 174.28199.18 224.08 273.88 323.67 373.47 448.16 Kirkbampton 112.65 131.43150.20 168.98 206.53 244.08 281.63 337.96 Kirkbride 131.87 153.84175.82 197.80 241.76 285.71 329.67 395.60 Little Clifton 118.03 137.71 157.38 177.05 216.39 255.74 295.08 354.10 Lorton 117.01 136.52156.02 175.52 214.52 253.53 292.53 351.04 Loweswater 107.00 124.83142.67 160.50 196.17 231.83 267.50 321.00 Maryport 114.24 133.28152.32 171.36 209.44 247.52 285.60 342.72 Papcastle 106.69 124.48142.26 160.04 195.60 231.17 266.73 320.08 Plumbland 115.17 134.36153.56 172.75 211.14 249.53 287.92 345.50 Seaton 108.21 126.24144.28 162.31 198.38 234.45 270.52 324.62 Sebergham 111.92 130.57149.23 167.88 205.19 242.49 279.80 335.76
Page 76
Setmurthy 101.27 118.14135.02 151.90 185.66 219.41 253.17303.80 Silloth 159.95 186.61213.27 239.93 293.25 346.57 399.88 479.86 St. Johns/C'rigg/Wythbn 113.79 132.75 151.72 170.68 208.61 246.54 284.47 341.36 Thursby 125.28 146.16167.04 187.92 229.68 271.44 313.20 375.84 Underskiddaw 108.43 126.50144.57 162.64 198.78 234.92 271.07 325.28 Waverton 109.05 127.22145.40 163.57 199.92 236.27 272.62 327.14 Westnewton 120.39 140.46160.52 180.59 220.72 260.85 300.98 361.18 Westward 107.89 125.88143.86 161.84 197.80 233.77 269.73 323.68 Wigton 151.09 176.28201.46 226.64 277.00 327.37 377.73 453.28 Winscales 125.15 146.00166.86 187.72 229.44 271.15 312.87 375.44 Woodside 121.20 141.40161.60 181.80 222.20 262.60 303.00 363.60 Workington 109.66 127.94146.21 164.49 201.04 237.60 274.15 328.98 Wythop 120.03 140.03160.04 180.04 220.05 260.06 300.07 360.08
All other parts of the Council’s area 96.11 112.13 128.15 144.17 176.21 208.25 240.28 288.34
being the amounts given by multiplying the amounts at 3(g) and 3(h) above by the number which, in the proportion set out in Section 5(1) of the Act, is applicable to dwellings listed in a particular valuation band divided by the number which in that proportion is applicable to dwellings listed in valuation band D, calculated by the Council, in accordance with Section 36(1) of the Act, as the amounts to be taken into account for the year in respect of categories of dwellings listed in different valuation bands.
Page 77
Resolution 4
That it be noted that, for the year 2010/11, Cumbria County Council and Cumbria Police Authority have stated the following amounts in precepts issued to the Council, in accordance with Section 40 of the Local Government Finance Act 1992, for each of the categories of dwellings shown below:
Valuation Bands A B C D E F G H Precepting Authority £ £ £ £ £ £ £ £ Cumbria County Council 774.33 903.39 1,032.44 1,161.50 1,419.61 1,677.72 1,935.83 2,323.00 Cumbria Police Authority 129.26 150.80 172.35 193.89 236.98 280.06 323.15 387.78
Resolution 5
That, having calculated the aggregate in each case of the amounts at 3(i) and 4 above, the Council, in accordance with Section 30(2) of the Local Government Finance Act 1992, hereby sets the following amounts as the amounts of council tax for the year 2010/11 for each of the categories of dwellings shown below:
(Allerdale Borough Council + Cumbria County Council + Cumbria Police Authority Council Taxes + Parish Precepts)
Valuation Bands
Part of the Council’s area A B C D E F G H £ £ £ £ £ £ £ £
Above Derwent 1,006.49 1,174.24 1,341.99 1,509.74 1,845.24 2,180.73 2,516.23 3,019.48
Aikton 1,013.18 1,182.04 1,350.91 1,519.77 1,857.50 2,195.22 2,532.95 3,039.54
Allerby&Oughterside 1,031.63 1,203.57 1,375.51 1,547.45 1,891.33 2,235.20 2,579.08 3,094.90
Allhallows 1,025.03 1,195.87 1,366.71 1,537.55 1,879.23 2,220.90 2,562.58 3,075.10
Allonby 1,030.90 1,202.72 1,374.54 1,546.36 1,890.00 2,233.63 2,577.26 3,092.72
Aspatria 1,038.82 1,211.96 1,385.10 1,558.24 1,904.52 2,250.79 2,597.06 3,116.48
Bassenthwaite 1,014.99 1,184.16 1,353.32 1,522.49 1,860.82 2,199.15 2,537.48 3,044.98
Blennerhasset/Torpenhow 1,032.20 1,204.24 1,376.27 1,548.31 1,892.38 2,236.44 2,580.51 3,096.62
Blindbothel 1,031.89 1,203.87 1,375.86 1,547.84 1,891.81 2,235.76 2,579.73 3,095.68
Blindcrake 1,024.02 1,194.70 1,365.37 1,536.04 1,877.38 2,218.72 2,560.06 3,072.08
Boltons 1,009.00 1,177.16 1,345.33 1,513.50 1,849.84 2,186.16 2,522.50 3,027.00
Borrowdale 1,011.82 1,180.45 1,349.09 1,517.73 1,855.01 2,192.27 2,529.55 3,035.46
Page 78
Bothel/Threapland 1,014.30 1,183.35 1,352.40 1,521.45 1,859.55 2,197.64 2,535.75 3,042.90
Bowness 1,022.04 1,192.38 1,362.72 1,533.06 1,873.74 2,214.41 2,555.10 3,066.12
Bridekirk 1,010.24 1,178.62 1,346.99 1,515.37 1,852.12 2,188.86 2,525.61 3,030.74
Brigham 1,017.34 1,186.89 1,356.45 1,526.01 1,865.13 2,204.23 2,543.35 3,052.02
Bromfield 1,018.26 1,187.97 1,357.68 1,527.39 1,866.81 2,206.22 2,545.65 3,054.78
Broughton 1,012.27 1,180.98 1,349.70 1,518.41 1,855.84 2,193.25 2,530.68 3,036.82
Broughton Moor 1,032.41 1,204.48 1,376.55 1,548.62 1,892.76 2,236.89 2,581.03 3,097.24
Buttermere 1,012.64 1,181.42 1,350.19 1,518.97 1,856.52 2,194.06 2,531.61 3,037.94
Caldbeck 1,017.56 1,187.16 1,356.75 1,526.35 1,865.54 2,204.72 2,543.91 3,052.70
Camerton 1,013.74 1,182.69 1,351.65 1,520.61 1,858.53 2,196.43 2,534.35 3,041.22
Cockermouth 1,036.82 1,209.62 1,382.43 1,555.23 1,900.84 2,246.44 2,592.05 3,110.46
Crosscanonby 1,016.14 1,185.49 1,354.85 1,524.21 1,862.93 2,201.63 2,540.35 3,048.42
Dean 1,012.09 1,180.77 1,349.46 1,518.14 1,855.51 2,192.86 2,530.23 3,036.28
Dearham 1,018.14 1,187.84 1,357.53 1,527.22 1,866.60 2,205.98 2,545.36 3,054.44
Dundraw 1,015.25 1,184.46 1,353.67 1,522.88 1,861.30 2,199.71 2,538.13 3,045.76
Embleton 1,016.03 1,185.37 1,354.71 1,524.05 1,862.73 2,201.40 2,540.08 3,048.10
Gilcrux 1,037.37 1,210.27 1,383.16 1,556.06 1,901.85 2,247.64 2,593.43 3,112.12
Gt. Clifton 1,009.83 1,178.14 1,346.44 1,514.75 1,851.36 2,187.97 2,524.58 3,029.50
Greysouthen 1,015.65 1,184.93 1,354.20 1,523.48 1,862.03 2,200.58 2,539.13 3,046.96
Hayton/Mealo 1,017.97 1,187.63 1,357.30 1,526.96 1,866.29 2,205.60 2,544.93 3,053.92
Holme Abbey 1,028.13 1,199.49 1,370.84 1,542.20 1,884.91 2,227.62 2,570.33 3,084.40
Holme E. Waver 1,027.82 1,199.12 1,370.43 1,541.73 1,884.34 2,226.94 2,569.55 3,083.46
Holme Low 1,008.08 1,176.09 1,344.11 1,512.12 1,848.15 2,184.17 2,520.20 3,024.24
Holme St. Cuthbert 1,014.58 1,183.68 1,352.78 1,521.88 1,860.08 2,198.27 2,536.46 3,043.76
Ireby/Uldale 1,009.00 1,177.17 1,345.34 1,513.51 1,849.85 2,186.18 2,522.51 3,027.02
Keswick 1,052.98 1,228.47 1,403.97 1,579.47 1,930.47 2,281.45 2,632.45 3,158.94
Kirkbampton 1,016.24 1,185.62 1,354.99 1,524.37 1,863.12 2,201.86 2,540.61 3,048.74
Kirkbride 1,035.46 1,208.03 1,380.61 1,553.19 1,898.35 2,243.49 2,588.65 3,106.38
Little Clifton 1,021.62 1,191.90 1,362.17 1,532.44 1,872.98 2,213.52 2,554.06 3,064.88
Lorton 1,020.60 1,190.71 1,360.81 1,530.91 1,871.11 2,211.31 2,551.51 3,061.82
Loweswater 1,010.59 1,179.02 1,347.46 1,515.89 1,852.76 2,189.61 2,526.48 3,031.78
Page 79
Maryport 1,017.83 1,187.47 1,357.11 1,526.75 1,866.03 2,205.30 2,544.58 3,053.50
Papcastle 1,010.28 1,178.67 1,347.05 1,515.43 1,852.19 2,188.95 2,525.71 3,030.86
Plumbland 1,018.76 1,188.55 1,358.35 1,528.14 1,867.73 2,207.31 2,546.90 3,056.28
Seaton 1,011.80 1,180.43 1,349.07 1,517.70 1,854.97 2,192.23 2,529.50 3,035.40
Sebergham 1,015.51 1,184.76 1,354.02 1,523.27 1,861.78 2,200.27 2,538.78 3,046.54
Setmurthy 1,004.86 1,172.33 1,339.81 1,507.29 1,842.25 2,177.19 2,512.15 3,014.58
Silloth 1,063.54 1,240.80 1,418.06 1,595.32 1,949.84 2,304.35 2,658.86 3,190.64
St. Johns/C'rigg/Wythbn 1,017.38 1,186.94 1,356.51 1,526.07 1,865.20 2,204.32 2,543.45 3,052.14
Thursby 1,028.87 1,200.35 1,371.83 1,543.31 1,886.27 2,229.22 2,572.18 3,086.62
Underskiddaw 1,012.02 1,180.69 1,349.36 1,518.03 1,855.37 2,192.70 2,530.05 3,036.06
Waverton 1,012.64 1,181.41 1,350.19 1,518.96 1,856.51 2,194.05 2,531.60 3,037.92
Westnewton 1,023.98 1,194.65 1,365.31 1,535.98 1,877.31 2,218.63 2,559.96 3,071.96
Westward 1,011.48 1,180.07 1,348.65 1,517.23 1,854.39 2,191.55 2,528.71 3,034.46
Wigton 1,054.68 1,230.47 1,406.25 1,582.03 1,933.59 2,285.15 2,636.71 3,164.06
Winscales 1,028.74 1,200.19 1,371.65 1,543.11 1,886.03 2,228.93 2,571.85 3,086.22
Woodside 1,024.79 1,195.59 1,366.39 1,537.19 1,878.79 2,220.38 2,561.98 3,074.38
Workington 1,013.25 1,182.13 1,351.00 1,519.88 1,857.63 2,195.38 2,533.13 3,039.76
Wythop 1,023.62 1,194.22 1,364.83 1,535.43 1,876.64 2,217.84 2,559.05 3,070.86
All other parts of the Council’s area 999.70 1,166.32 1,332.94 1,499.56 1,832.80 2,166.03 2,499.26 2,999.12
Page 80
EXPLANATORY NOTES
Introduction
In setting amounts of council tax for its area or any part of its area, the billing Authority, (the Council), must assume that there are dwellings in every one of the eight bands in its area or part, even if that is not the case. Therefore, in every instance, there will be a council tax set in respect of every band in each Parish.
The process of setting amounts of council tax does not allow any areas of discretion.
The valuation bandings and proportion of tax payable are attached at Appendix A. The significance of the bands is that the council tax charge is based on Band ‘D’ dwellings and taxpayers with dwellings in other bands will pay a proportion of the tax set for Band ‘D’.
Whilst the council tax is essentially a property based tax, the basic charge assumes that there are two adults resident in the dwelling. Where there are fewer than two residents then the charge will be discounted. If there is one resident in the dwelling the charge will be discounted by 25% and if there are no residents the charge will be discounted by 50% if the dwelling is unfurnished, or 10% if it is furnished.
The Council Tax Resolution
Resolution 1
The purpose of Resolution 1 is to formally approve the Revenue Estimates for 2010/11 and the Capital Programme for 2010/11.
Resolution 2
The calculations referred to in Resolution 2 are in respect of the tax base calculations approved by the Council on the 27 January 2010.
The figure of 31,444.51 in Resolution 2(a) is for the whole of the Allerdale area. The figures in Resolution 2(b) are the council tax base(s) for each part of the area, i.e. individual Parishes where special items relate (net parish precepts).
Resolution 3
Resolution 3(a) shows the gross budgeted revenue expenditure, including contingencies, for 2010/11.
Resolution 3(b) shows the gross budgeted revenue income for 2010/11 including transfers from reserves and balances.
Page 81
Resolution 3(c) is the Council’s net budget requirement for 2010/11 i.e. 3(a) minus 3(b).
Resolution 3(d) is the aggregate of Revenue Support Grant; the Council’s share of business rates; Concessionary Travel Grant; Area Based Grant; Community Recovery Fund: and the estimated surplus on the Council’s Collection Fund for 2009/10. The figures are set out below:
£
Revenue Support Grant 1,348,210 Business Rates 9,284,600 Concessionary Travel Grant 538,714 Area Based Grant 28,819 Community Recovery Fund 558,000 Collection Fund surplus 36,270 11,794,613
Resolution 3(e) is the basic amount of district council tax for the year (Band D), including special items (net Parish precepts) for 2010/11. The calculation is set out below:
17,485,598(3c) Less: 11,794,613(3d) 5,690,985
Divided by tax base 31,444.51 180.99
Resolution 3(f) is the aggregate of the Parish precepts net of grants (see Appendix B).
Resolution 3(g) is the calculation of the basic amount of the Borough council tax (Band D) for the year. The calculation is set out below:
£
Basic amount of council tax 180.99 (3e) Including Parishes
Less: Net Parish Precepts 36.82 divided by tax base (£1,157,630 / 31,444.51) 144.17
Page 82
Resolution 3(h) is the basic amount of district council tax for each area where there is a net Parish precept. The calculations are set out below:
Basic Amount Divided of Net by Council Parish Parish Tax at Precept Tax Plus Band D £ Base = £ 3(g) - £ Above Derwent 6,789 666.74 = 10.18 144.17 = 154.35 Aikton 3,345 165.53 = 20.21 144.17 = 164.38 Allerby&Oughterside 10,045 209.77 = 47.89 144.17 = 192.06 Allhallows 6,700 176.37 = 37.99 144.17 = 182.16 Allonby 8,002 170.99 = 46.80 144.17 = 190.97 Aspatria 49,160 837.75 = 58.68 144.17 = 202.85 Bassenthwaite 4,678 204.04 = 22.93 144.17 = 167.10 Blennerhasset/Torpenhow 7,725 158.46 = 48.75 144.17 = 192.92 Blindbothel 3,400 70.42 = 48.28 144.17 = 192.45 Blindcrake 5,080 139.24 = 36.48 144.17 = 180.65 Boltons 3,500 251.16 = 13.94 144.17 = 158.11 Borrowdale 3,500 192.64 = 18.17 144.17 = 162.34 Bothel/Threapland 3,665 167.44 = 21.89 144.17 = 166.06 Bowness 12,810 382.42 = 33.50 144.17 = 177.67 Bridekirk 4,578 289.49 = 15.81 144.17 = 159.98 Brigham 9,000 340.26 = 26.45 144.17 = 170.62 Bromfield 5,500 197.60 = 27.83 144.17 = 172.00 Broughton 10,248 543.71 = 18.85 144.17 = 163.02 Broughton Moor 10,865 221.45 = 49.06 144.17 = 193.23 Buttermere 1,300 66.99 = 19.41 144.17 = 163.58 Caldbeck 8,661 323.30 = 26.79 144.17 = 170.96 Camerton 1,300 61.77 = 21.05 144.17 = 165.22 Cockermouth 155,245 2,788.81 = 55.67 144.17 = 199.84 Crosscanonby 8,942 362.77 = 24.65 144.17 = 168.82 Dean 8,986 483.71 = 18.58 144.17 = 162.75 Dearham 17,319 626.18 = 27.66 144.17 = 171.83 Dundraw 1,400 60.04 = 23.32 144.17 = 167.49 Embleton 3,502 142.98 = 24.49 144.17 = 168.66 Gilcrux 6,610 116.99 = 56.50 144.17 = 200.67 Gt. Clifton 5,000 329.18 = 15.19 144.17 = 159.36 Greysouthen 5,308 221.95 = 23.92 144.17 = 168.09 Hayton/Mealo 2,260 82.48 = 27.40 144.17 = 171.57 Holme Abbey 10,428 244.56 = 42.64 144.17 = 186.81 Holme E. Waver 5,009 118.77 = 42.17 144.17 = 186.34 Holme Low 1,500 119.41 = 12.56 144.17 = 156.73 Holme St. Cuthbert 3,350 150.11 = 22.32 144.17 = 166.49 Ireby/Uldale 2,780 199.23 = 13.95 144.17 = 158.12 Keswick 162,455 2,032.97 = 79.91 144.17 = 224.08 Kirkbampton 4,446 179.21 = 24.81 144.17 = 168.98 Kirkbride 8,500 158.48 = 53.63 144.17 = 197.80 Little Clifton 5,113 155.52 = 32.88 144.17 = 177.05 Lorton 4,923 157.04 = 31.35 144.17 = 175.52 Loweswater 2,200 134.71 = 16.33 144.17 = 160.50 Maryport 86,145 3,167.78 = 27.19 144.17 = 171.36
Page 83
Basic Amount Divided of Net by Council Parish Parish Tax at Precept Tax Plus Band D £ Base = £ 3(g) - £ Papcastle 2,908 183.29 = 15.87 144.17 = 160.04 Plumbland 3,699 129.44 = 28.58 144.17 = 172.75 Seaton 27,867 1,536.41 = 18.14 144.17 = 162.31 Sebergham 3,184 134.31 = 23.71 144.17 = 167.88 Setmurthy 422 54.56 = 7.73 144.17 = 151.90 Silloth 88,617 925.38 = 95.76 144.17 = 239.93 St.Johns/C'Rigg/Wythbn 5,051 190.54 = 26.51 144.17 = 170.68 Thursby 18,582 424.71 = 43.75 144.17 = 187.92 Underskiddaw 3,133 169.66 = 18.47 144.17 = 162.64 Waverton 2,168 111.78 = 19.40 144.17 = 163.57 Westnewton 3,100 85.11 = 36.42 144.17 = 180.59 Westward 5,500 311.31 = 17.67 144.17 = 161.84 Wigton 143,822 1,743.83 = 82.47 144.17 = 226.64 Winscales 2,500 57.41 = 43.55 144.17 = 187.72 Woodside 6,660 177.00 = 37.63 144.17 = 181.80 Workington 148,400 7,302.95 = 20.32 144.17 = 164.49 Wythop 745 20.77 = 35.87 144.17 = 180.04
Resolution 3(i) is the calculation of the basic district amount of tax into bandings for each Parish, where there is a special item (net parish precept). The calculation for the Parish of Workington is shown below for illustrative purposes:
£
Basic amount of council tax (Band D) 164.49
Band A (£164.49 x 6/9) 109.66 Band B (£164.49 x 7/9) 127.94 Band C (£164.49 x 8/9) 146.21 Band D (£164.49 x 9/9) 164.49 Band E (£164.49 x 11/9) 201.04 Band F (£164.49 x 13/9) 237.60 Band G (£164.49 x 15/9) 274.15 Band H (£164.49 x 18/9) 328.98
Page 84
Resolution 4
The figures shown are the amounts of council tax for each banding in respect of Cumbria County Council’s total council tax precept of £204,915,000 (Allerdale’s share £36,522,773) and Cumbria Police Authority’s total council tax precept of £34,206,627 (Allerdale’s share £6,096,776). These figures are calculated by Cumbria County Council and Cumbria Police Authority respectively using their total tax base of 176,422.85. The figures shown are after allowing for council tax surplus in respect of 2009/10.
Resolution 5
Resolution 5 aggregates the amounts calculated in Resolutions 3(i) and 4 to set the total council tax for each band in 2010/11.
The council tax as set is on the basis of two adults being resident in a property. Any entitlement to discounts and/or council tax benefit will be deducted from individual bills at the time of billing.
Note:
Calculations have been undertaken in accordance with Government guidelines and may differ slightly due to the effects of rounding.
Paul Bramley Head of Finance
Page 85
Report Implications
Community Safety N Sport N Financial Y Leisure N Legal N Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health & Safety N
Is this a statutory recommendation? Y
Is this a key decision? Y
If this is a key decision, has it been approved by CMT? Y
Has a risk assessment been undertaken? NA
Wards affected ALL
Background papers Various, in Finance department
Page 86
Appendix A
The Valuation Bands Valuation Range Proportion Bands A Up to £40,000 6/9 B Over £40,000 - Up to £52,000 7/9 C Over £52,000 - Up to £68,000 8/9 D Over £68,000 - Up to £88,000 9/9 E Over £88,000 - Up to £120,000 11/9 F Over £120,000 - Up to £160,000 13/9 G Over £160,000 - Up to £320,000 15/9 H Over £320,000 18/9
Page 87
Parish Precepts 2010/11 Appendix B
Above Derwent 9,000 Hayton & Mealo 4,000 Aikton 3,500 Holme Abbey 10,846 Allerby & Oughterside 12,000 Holme East Waver 5,460 Allhallows 8,500 Holme Low 1,500 Allonby 12,850 Holme St Cuthbert 3,800 Aspatria 75,593 Ireby & Uldale 3,500 Bassenthwaite 4,800 Keswick 203,932 Bewaldeth 0 Kirkbampton 5,000 Blennerhassett 9,747 Kirkbride 8,920 Blindbothel 3,400 Little Clifton 5,513 Blindcrake 5,080 Lorton 5,000 Boltons 3,500 Loweswater 2,200 Borrowdale 3,500 Maryport 86,145 Bothel 4,000 Papcastle 3,050 Bowness 15,150 Plumbland 3,944 Bridekirk 5,000 Seaton 30,000 Brigham 10,000 Sebergham 3,300 Bromfield 5,500 Setmurthy 422 Broughton 11,500 Silloth 115,270 Broughton Moor 12,000 St Johns 5,360 Buttermere 1,300 Thursby 20,000 Caldbeck 9,300 Underskiddaw 3,200 Camerton 1,300 Waverton 3,700 Cockermouth 182,838 Westnewton 4,500 Crosscanonby 12,800 Westward 5,500 Dean 11,126 Wigton 203,399 Dearham 22,700 Winscales 2,500 Dundraw 1,400 Woodside 6,888 Embleton 3,502 Workington 148,400 Gilcrux 7,344 Wythop 745 Great Clifton 5,000 Greysouthen 7,500 Total 1,386,724 Less grants 229,094 1,157,630
Note 2009/10 2010/11 % £ £ Change Total precepts 1,323,710 1,386,724 4.54 Less grants 252,107 229,094 (9.13)
1,071,603 1,157,630
Page 88
Agenda Item 11
Allerdale Borough Council
Council – 3 March 2010
Treasury Management Strategy Statement and Investment Strategy 2010/11 to 2012/13
Subject of the Decision To set Prudential Indicators in accordance with the CIPFA Prudential Code for Capital Finance and agree Treasury Management and Investment Strategies for 2010/11 in accordance with the Council’s Treasury Policy Statement.
Reason for the Decision The Local Government Act 2003 requires the Council to set an Authorised Borrowing Limit before the commencement of the financial year.
The CIPFA Code of Practice on Treasury Management requires Council to approve the coming year’s Strategy on Treasury Management and Investments before 31st March.
Recommendation a) That the Prudential Indicators, (including the Authorised Borrowing Limit), detailed in paragraph 3 to this report be agreed.
b) That the proposed Treasury Management & Investment Strategy for 2010/11 be agreed.
Environmental Implications None directly
Community Safety Implications None directly
Financial/Resource None Implications
Human Rights Implications None directly
Employment Implications None directly
Page 89
Health & Safety & Risk The Council regards the successful Management Implications identification, monitoring and control of risk to be the prime criteria by which the effectiveness of its treasury management activities will be measured.
Data Quality Implications None directly
Equality Impact Assessment None directly
Wards Affected None directly
The Contribution this Decision A sound Treasury Management and would make to the Council’s Investment Policy will maximise net interest Key Aims earned (or minimise net interest paid) and thus contribute to available resources, but at minimal risk.
Is this a key decision No
Portfolio Holder Councillor David Wilson
Lead Member of Staff John Kemp, Treasury Accountant Tel: (01900) 702504 E-mail: [email protected]
(A detailed listed of implications is appended to the report)
Page 90
1. Background
1.1 The Chartered Institute of Public Finance and Accountancy’s Code of Practice for Treasury Management in Public Services (the “CIPFA TM Code”) requires local authorities to determine the Treasury Management Strategy Statement (TMSS). This statement also incorporates the Investment Strategy as required under the Communities and Local Government (CLG) Investment Guidance. Together, these cover the financing and investment strategy for the forthcoming financial year.
1.2 In response to the financial crisis in 2008 and the collapse of the Icelandic banks, CIPFA revised the TM Code and Guidance Notes as well as the Prudential Indicators in late November 2009. CLG has produced draft revisions to Investment Guidance. In the event that the official Guidance differs from the draft, any changes required to be made to this Strategy and/or documentation will be placed before members for consideration at the next appropriate meeting.
1.3 There is a requirement under the Local Government Act 2003 for local authorities to have regard to CIPFA’s Prudential Code for Capital Finance in Local Authorities (the “CIPFA Prudential Code”) when setting and reviewing their Prudential Indicators. It should be noted that CIPFA undertook a review of the Code in early 2008, and issued a revised Code in November 2009.
1.4 CIPFA has defined Treasury Management as:
“the management of the organisation’s investments and cash flows, its banking, money market and capital market transactions; the effective control of the risks associated with those activities; and the pursuit of optimum performance consistent with those risks.”
1.5 The Council is responsible for its treasury decisions and activity. No treasury management activity is without risk. The successful identification, monitoring and control of risk is an important and integral element of its treasury management activities. The main risks to the Council’s treasury activities are:
• Liquidity Risk (Inadequate cash resources) • Market or Interest Rate Risk (Fluctuations in interest rate levels and thereby in the value of investments). • Inflation Risks (Exposure to inflation) • Credit and Counterparty Risk (Security of Investments) • Refinancing Risks (Impact of debt maturing in future years). • Legal & Regulatory Risk (i.e. non-compliance with statutory and regulatory requirements, risk of fraud).
1.6 The recommended strategy for 2010/11 in respect of the following aspects of the treasury management function is based upon the Treasury Accountant’s views on interest rates, supplemented with advice and market forecasts provided by the Council’s treasury advisor.
Page 91
1.7 The strategy covers: -
• treasury limits in force which will limit the treasury risk and activities of the Council; • the current treasury position; • prospects for interest rates; • the borrowing strategy; • the extent of debt rescheduling opportunities. • the Investment Strategy
2. Treasury Limits for 2010/11 to 2012/13
2.1 It is a statutory duty under S.3 of the Local Government Act 2003 and supporting regulations, for the Council to determine and keep under review how much it can afford to borrow. The amount so determined is termed the “Affordable Borrowing Limit”.
2.2 The Council must have regard to the Prudential Code when setting its Affordable Borrowing Limit, which essentially requires it to ensure that total capital investment remains within sustainable limits and, in particular, that the impact upon its future council tax/rent levels is ‘acceptable’.
2.3 Whilst termed an “Affordable Borrowing Limit”, the capital plans to be considered for inclusion incorporate those planned to be financed by both external borrowing and other forms of liability, such as credit arrangements. The affordable borrowing limit is to be set, on a rolling basis, for the forthcoming financial year and two successive financial years.
Page 92
3. Prudential Indicators for 2010/11 – 2012/13
3.1 The following prudential indicators are relevant for the purposes of setting an integrated treasury management strategy.
a) Affordability
i) Estimate of ratio of financing costs to net revenue stream
2010/11 20011/12 2012/13
Estimate of financing costs £1,209,318 £997,812 £947,766 Estimate of net revenue stream £17,485,598 £18,010,000 £18,550,000
Ratio 6.92% 5.54% 5.11%
ii) Actual ratio of financing costs to net revenue stream
2008/09 = 3.18%
b) Estimates of the incremental impact of capital investment decisions on the Council Tax
2010/11 2011/12 2012/13
£0.27 £5.80 £5.02
The incremental impact of capital investment is required to be reported in isolation from other factors affecting the Council’s overall financial position. If this were not the case, then the impact would be as follows, after excluding the interest implications of using the anticipated receipt from the sale of land at Laundry Fields: -
2009/10 2010/11 2011/12
£0.27 £0.15 £0.09 c) Capital Expenditure (see appendix A)
i) Estimates of capital expenditure
2010/11 2011/12 2012/13
Estimates of total capital expenditure to be incurred £2,165,000 £15,258,000 £9,868,000
ii) Actual capital expenditure
2008/09 = £5,807,596
Page 93
iii) Estimates of Capital Financing Requirement (see appendix A)
2010/11 2011/12 2012/13
Estimate as at year-end £14,931,000 £14,331,000 £13,755,000
iv) Actual Capital Financing Requirement
As at 31st March 2009 = £15,556,396
d) External Debt
i) Authorised limit (maximum permitted)
2010/11 2011/12 2012/13
£19,000,000 £19,000,000 £19,000,000
ii) Operational Boundary (based on most likely scenario)
2010/11 2011/12 2012/13
£17,000,000 £18,000,000 £18,000,000
iii) Actual external debt
As at 31st March 2009 = £16,529,260
e) Treasury Management
i) Interest rate exposure
The upper limit on fixed interest rate exposure during 2010/11 shall be 100%.
The upper limit on variable interest rate exposure during 2010/11 shall be 100%.
Page 94
ii) Maturity Structure of new fixed rate borrowing
Amount of projected new borrowing that is fixed rate, maturing in each period, expressed as a percentage of total projected borrowing that is fixed rate:
upper limit lower limit where periods in question are: - under 12 months 100% 0 12 months and within 24 months 100% 0 24 months and within 5 years 100% 0 5 years and within 10 years 100% 0 10 years and above 100% 0
iii) Actual position projected at 31st March 2010
Maturity structure of fixed rate % borrowing under 12 months 0.36 12 months and within 24 months 0.40 24 months and within 5 years 1.97 5 years and within 10 years 3.44 10 years and within 40 years 14.64 40 years and within 50 years 79.17
4. Current Portfolio Position
4.1 The Council’s treasury portfolio position at 31st December 2009 comprised:
Principal Ave. rate £m £m % Fixed rate funding PWLB 10.11 7.2 Direct 0.03 10.14 3.9
Variable rate funding PWLB 0 Market 0 Direct 0.29 0.29 0.0 Total Debt 10.43 7.0
Total Investments 11.42 1.39
4.2 The estimate for interest payments in 2010-11 is £0.725 million and for interest receipts is £0.086 million.
Page 95
5. Borrowing requirement
2010/11 2011/12 2012/13
£’000 £’000 £’000 New borrowing 0 0 0 Alternative financing 0 0 0 arrangements Replacement borrowing 36.7 40.0 43.6 TOTAL 36.7 40.0 43.6
6. Prospects for Interest Rates
6.1 The economic interest rate outlook provided by the Council’s treasury advisor, Arlingclose Ltd, is provided below. Further information is attached at Appendix B.
6.2 Background:
Central bankers acted decisively in October 2008 as the effective breakdown of financial systems threatened to destabilise the global economy. Action taken included government sponsored recapitalisations, interventions through the provision of liquidity and guarantees for lending and, in some instances nationalisation of private sector financial institutions.
6.3 Forecast:
Short-dated gilt yields are forecast to be lower than medium and long-dated gilt yields during the financial year. Despite additional gilt issuance to fund the UK government’s support to the banking industry; short-dated gilts are expected to benefit from expectations of lower interest rates as the economy struggles through a recession. Yields for these maturities will fall as expectations for lower interest rates mount.
6.4 The differential between investment earnings and debt costs, despite long term borrowing rates being around historically low levels, remains acute and this is expected to remain a feature during 2010/11. The so-called “cost of carry” associated with long term borrowing compared to temporary investment returns means that the appetite for new long term borrowing brings with it additional short-term costs. It is not surprising that the use of internal resources in lieu of borrowing has been the most cost effective means of financing capital expenditure but, at some stage, internal resources will become depleted and require topping up.
Page 96
6.5 PWLB variable rates have fallen below 1%. They are expected to remain low as the Bank Rate is maintained at historically low levels to enable the struggling economy emerge from the recession. Against a backdrop of interest rates remaining lower for longer and a continuation of the cost of carry backdrop, then a passive borrowing strategy, (i.e. borrow long term funds as they are required), may remain appropriate. Equally, variable rate funds (that avoid the cost of carry) or EIP (equal instalments of principal) that mitigate the impact are both active considerations.
6.6 Decisions to borrow at low, variable rates of interest will be taken after considering the absolute level of longer term interest rate equivalents and the extent of variable rate earnings on the Council’s investment balances. When longer term rates move below the cost of variable rate borrowing any strategic exposure to variable interest rates will be reviewed and, if appropriate, reduced.
6.7 The PWLB remains the preferred source of borrowing given the transparency and control that its facilities continue to provide.
6.8 The Council will undertake a financial options appraisal process to establish how it has arrived at its ‘value for money’ judgement in the use of resources.
7. Borrowing Requirement and Strategy
7.1 The Council’s underlying need to borrow for capital purposes is measured by reference to its Capital Financing Requirement (CFR) – see paragraph 3.1c(iii). The CFR will determine the Council’s requirement to make a Minimum Revenue Provision for Debt Redemption (MRP) from within its Revenue budget. Physical borrowing may be greater or less than the CFR. For Allerdale, physical borrowing is significantly less than the CFR, indicating that flexibility exists to take up further loans when prevailing interest rates are favourable.
7.2 In accordance with the Prudential Code, the Council will ensure that new net external borrowing does not, except in the short term, exceed the estimated increase in CFR for the current and next two financial years.
7.3 Capital expenditure not financed from Capital Receipts, Capital Grants and Contributions, Revenue or Reserves will produce an increase in the CFR (the underlying need to borrow) and may in turn produce an increased requirement to charge MRP in the Revenue Account.
7.4 The Council prefers to maintain maximum control over its borrowing activities as well as flexibility on its loans portfolio. A prudent and pragmatic approach to borrowing will be maintained to minimise borrowing costs without compromising longer-term stability of the portfolio, consistent with the Council’s Prudential Indicators. In conjunction with advice from its treasury advisor, Arlingclose Ltd, the Council will keep under review the options it has in borrowing from the PWLB, the market and other sources identified in the Treasury Management Practices Schedules up to the available capacity within its CFR and Affordable Borrowing Limit (defined by CIPFA as the Authorised Limit).
Page 97 8. Debt Rescheduling
8.1 The Council will continue to maintain a flexible policy for debt rescheduling. Market volatility and the steep yield curve may provide opportunities for rescheduling debt from time to time. The rationale for rescheduling would be one or more of the following:
• Savings in interest costs with minimal risk • Balancing the volatility profile (i.e. the ratio of fixed to variable rate debt) of the debt portfolio • Amending the profile of maturing debt to reduce any inherent refinancing risks.
8.2 In September 2009, the PWLB issued a Consultation document, entitled ‘PWLB Fixed Rates’, where the PWLB is reviewing the frequency of rate setting (currently daily) and could move to a live pricing basis. The likely outcome of this is a reduction in the extent of the margins between premature repayment and new borrowing rates, particularly for longer maturities. It is hoped that any change in procedure will be in place by 31st March 2010. This will increase the potential opportunities, which have been limited of late.
8.3 Any rescheduling activity will be undertaken within the Council’s treasury management policy and strategy. The Council will agree in advance with Arlingclose the strategy and framework within which debt will be repaid/rescheduled if opportunities arise. Thereafter the Council’s debt portfolio will be monitored against equivalent interest rates and available refinancing options on a regular basis. As opportunities arise, they will be identified by Arlingclose and discussed with the Council’s officers.
8.4 All rescheduling activity will comply with the accounting requirements of the local authority SORP and regulatory requirements of the Capital Finance and Accounting Regulations (SI 2007 No 573 as amended by SI 2008/414).
8.5 Borrowing and debt rescheduling activity will be reported to the Executive within the next Finance Report following the rescheduling activity.
Page 98
9. Investment Policy and Strategy
9.1 Background
Guidance from CLG on Local Government Investments in England requires that an Annual Investment Strategy (AIS) be set.
9.2 Investment Policy
To comply with the CLG’s guidance, the Council’s general policy objective is to invest its surplus funds prudently. The Council’s investment priorities are:
• security of the invested capital; • liquidity of the invested capital; • an optimum yield which is commensurate with security and liquidity.
The CLG’s recent (draft) revised Guidance on investments reiterates security and liquidity as the primary objectives of a prudent investment policy. The speculative procedure of borrowing purely in order to invest is unlawful.
9.3 Investments are categorised as ‘Specified’ or ‘Non Specified’ investments based on the criteria in the CLG Guidance. Potential instruments for the Council’s use within its investment strategy are contained in Appendix C.
9.4 The credit crisis has refocused attention on the treasury management priority of security of capital monies invested. The draft revisions to the CLG’s Investment Guidance state that a specified investment is one made with a body or scheme of “high credit quality”. The Council will continue to maintain a counterparty list based on these criteria and will monitor and update the credit standing of the institutions on a regular basis. This assessment will include credit ratings and other alternative assessments of credit strength as outlined in paragraph 9.11. The CLG’s Draft revisions to its Guidance on local government investments recommend that the Investment Strategy should set out the procedures for determining the maximum periods for which funds may prudently be committed. At present, it would not be prudent for Allerdale BC to invest for periods in excess of 364 days, due to a lack of surplus resources.
9.5 The CLG’s Draft revisions to its Guidance on local government investments recommend that the strategy should state the authority’s policies on investing money borrowed in advance of spending needs. This statement should identify any measures to minimise such investments, including any limits on:
• amounts borrowed and • periods between borrowing and expenditure.
The statement should also comment on the management of risks, including the risk of loss of the borrowed capital and the risk associated with interest rate changes.
Page 99 The Council has no plans at present to borrow in order to finance capital expenditure, and hence will not consider borrowing in advance of spending needs.
9.6 Investment Strategy
The global financial market storm in 2008 and 2009 has forced investors of public money to reappraise the question of risk versus yield. Income from investments is a key support in the Council’s budget. The UK Bank Rate has been maintained at 0.5% since March 2009. Short-term money market rates are likely to remain at very low levels which will have a significant impact on investment income. The Council’s strategy must however be geared towards this development whilst adhering to the principal objective of security of invested monies.
9.7 The Treasury Accountant, under delegated powers, will undertake the most appropriate form of investment in keeping with the investment objectives, income and risk management requirements and Prudential Indicators. Decisions taken on the core investment portfolio will be reported to the Executive.
9.8 Investments managed in-house:
The Council’s shorter term cash flow investments are made with reference to the outlook for the UK Bank Rate and money market rates.
9.9 In any period of significant stress in the markets, the default position is for investments to be made with the Debt Management Office.
9.10 Currently the Council has restricted its investment activity to:
• The Debt Management Agency Deposit Facility (The rates of interest from the DMADF are below equivalent money market rates. However, the returns are an acceptable trade-off for the guarantee that the Council’s capital is secure) • AAA-rated Money Market Funds with a Constant Net Asset Value (CNAV) • Deposits with other local authorities • Business reserve accounts and term deposits. These have been primarily restricted to UK institutions that are rated at least A+ long term (or equivalent), and have access to the UK Government’s 2008 Credit Guarantee Scheme (CGS)*
Please see Appendix C for a breakdown of current counterparties, instruments and limits used.
*Eligible Institutions can issue new guaranteed debt under the CGS until 28/02/2010, after which only existing guaranteed debt can be rolled over.
Page 100
9.11 Conditions in the financial sector have begun to show signs of improvement, albeit with substantial intervention by government authorities. In order to diversify the counterparty list, the use of comparable non-UK Banks for investments is now considered appropriate.
The sovereign states whose banks are to be included are Australia, Canada, Finland, France, Germany, Netherlands, Spain, Switzerland and the US. These countries, and the Banks within them (see Appendix E/F), have been selected after analysis and careful monitoring of:
• Credit Ratings (minimum long-term A+) • Credit Default Swaps • GDP; Net Debt as a Percentage of GDP • Sovereign Support Mechanisms / potential support from a well- resourced parent institution • Share Price
The Council has also taken into account information on corporate developments and market sentiment towards the counterparties. The Council and its Treasury Advisors, Arlingclose, will continue to analyse and monitor these indicators and credit developments on a regular basis and respond as necessary to ensure security of the capital sums invested.
We do remain in a heightened state of sensitivity to risk. Vigilance is key. This modest expansion of the counterparty list is an incremental step. In order to meet requirements of the revised CIPFA Treasury Management Code, the Council is focusing on a range of indicators (as stated above), not just credit ratings.
Limits for Specified Investments are set out in Appendix C
9.12 To protect against a prolonged period of low interest rates, 1-year deposits and longer-term secure investments will be actively considered within the limits the Council has set for Non-Specified Investments (see Appendix C), however the current low-level of surplus funds will limit opportunities. The longer-term investments will be likely to include:
• Supranational bonds (bonds issued by multilateral development banks): The joint and individual pan-European government guarantees in place on these bonds provide security of the principal invested. Even at the lower yields likely to be in force, the return on these bonds will provide certainty of income against an outlook of low official interest rates.
• UK government guaranteed bonds and debt instruments issued by banks/building societies: The UK Government’s 2008 Credit Guarantee Scheme permits specific UK institutions to issue short-dated bonds with an explicit government guarantee. The bonds are issued at a margin over the underlying gilt and would be a secure longer-term investment option. (Please note that these bonds would, under existing statute, be capital expenditure investments.)
Page 101
9.13 Collective Investment Schemes (Pooled Funds):
9.13.1 The Council has evaluated the use of Pooled Funds and determined the appropriateness of their use within the investment portfolio. Pooled funds enable the Council to diversify the assets and the underlying risk in the investment portfolio and provide the potential for enhanced returns.
Investments in pooled funds will only be undertaken with advice from Arlingclose.
9.14 Investment monitoring
9.14.1 Performance of both internally and externally (when undertaken) managed investments are monitored and measured against the benchmark set for the funds, prevailing economic conditions and investment opportunities. They are also compared with one-another to ensure that benefit is achieved from the use of an external manager.
9.15 All investment activity will comply with the accounting requirements of the local authority SORP.
10. Balanced Budget Requirement
The Council complies with the provisions of S32 of the Local Government Finance Act 1992 to set a balanced budget.
11. 2010/11 MRP Statement
11.1 The Local Authorities (Capital Finance and Accounting) (England) (Amendment) Regulations 2008 (SI 2008/414) place a duty on local authorities to make a prudent provision for debt redemption. Guidance on Minimum Revenue Provision has been issued by the Secretary of State and local authorities are required to “have regard” to such Guidance under section 21(1A) of the Local Government Act 2003.
11.2 The four MRP options available are:
Option 1: Regulatory Method In this option MRP is equal to the amount determined in accordance with the former regulations 28 and 29 of the 2003 Regulations as if they had not been revoked. For Allerdale BC this is little different from Option 2.
Option 2: CFR Method In this option MRP is equal to 4% of the Capital Financing Requirement, which is a Prudential Indicator.
Page 102
Option 3: Asset Life Method In this option where capital expenditure on an asset is financed wholly or partly by borrowing then MRP is determined by reference to the life of the asset and an equal amount charged in each year.
Option 4: Depreciation Method In this option MRP is equal to the provision required in accordance with depreciation accounting in respect of the asset, including any amount of impairment chargeable to the Income and Expenditure Account.
The Council will apply Option 1 in respect of supported capital expenditure and Option 3 will be used in respect of unsupported capital expenditure.
12. Reporting on the Treasury Outturn
12.1 The Head of Finance will report on treasury management activity/performance as follows:
(a) quarterly to the Executive against the strategy approved for the year. (b) the Executive will receive an outturn report on its treasury activity, and this will be presented to Council no later than 30th September after the financial year end.
13. Other items
In November 2009, CIPFA released its Revised Code of Practice for Treasury Management. There was a renewed focus on member scrutiny of the Treasury Management Strategy Statement (TMSS).
Key changes relating to scrutiny of the TMSS by members include:
Each organisation should nominate a body, group of individuals or committee to be responsible for the effective scrutiny of the treasury management strategy and policies. It is recommended in the Treasury Management Framework report, presented to Executive by the Head of Finance, that the Executive should be the body that takes on this role for Allerdale BC.
Also required as a minimum is a mid-year review of treasury activity: The Executive will receive quarterly monitoring reports on treasury management activities and risks.
As a result of the above, many authorities have opted to take their TMSS to their appointed committee in advance of being formally approved by Full Council in March. This gives the opportunity for detailed scrutiny and analysis of the TMSS by those charged with governance. It is proposed that Allerdale BC will follow this procedure in future years.
Page 103 14 Training
CIPFA’s revised Code requires the Section 151 Officer to ensure that all members tasked with treasury management responsibilities, including scrutiny of the treasury management function, receive appropriate training relevant to their needs and understand fully their roles and responsibilities.
The CLG’s Draft revisions to its Guidance on local government investments recommend that the Investment Strategy should state what process is adopted for reviewing and addressing the needs of the authority’s treasury management staff for training in investment management.
This authority makes use of training workshops offered by its Treasury advisers, together with training courses organised by CIPFA.
Investment Consultants
The CLG’s Draft revisions to its Guidance on local government investments recommend that the Investment Strategy should state:
• Whether and, if so, how the authority uses external contractors offering information, advice or assistance relating to investment and • How the quality of any such service is controlled.
This authority uses the services of a Treasury consultant, such appointment following a full tendering process. Their performance is measured against speed and quality of response to questions raised and also against advice offered. Confidence is of prime importance, and if their actions lead to a reduction in confidence in their ability to perform, then replacement would immediately be considered. The contract will run for a maximum of 6 years before being re-tendered.
Page 104
Publication
The CLG’s Draft revisions to its Guidance on local government investments recommend that the initial strategy and any revised strategy should, when approved, be made available to the public free of charge, in print or online.
The Strategy is included in published committee documents and is therefore available on line. If requested, a printed copy would be provided.
Paul Bramley Head of Finance
Page 105 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial Y Leisure N Legal N Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health & Safety N
Is this a statutory recommendation? Y
Is this a key decision? N
Has a risk assessment been undertaken? N
Wards affected None directly
Background papers
Page 106
Appendix A
1. Estimates of Capital Expenditure:
This indicator is set to ensure that the level of proposed capital expenditure remains within sustainable limits and, in particular, to consider the impact on Council Tax.
Capital Expenditure 2009-10 2010-11 2011-12 2012-13 Estimate Estimate Estimate Estimate £m £m £m £m Housing 2,390 1,309 2,110 1,120 Other services 2,416 856 13,188 8,748 Total 4,806 2,165 15,298 9,868
Capital expenditure will be financed as follows:
Capital Financing 2009-10 2010-11 2011-12 2012-13 Estimate Estimate Estimate Estimate £m £m £m £m Capital receipts 1,192 481 14,089 8,659 Government Grants 3,614 1,684 1,209 1,209 Revenue contributions 0 0 0 0 Supported borrowing 0 0 0 0 Unsupported borrowing 0 0 0 0 Total 4,806 2,165 15,298 9,868
Note: the element to be financed from borrowing would impact on the movement in the Capital Financing Requirement, however no new borrowing is planned to finance capital expenditure.
2. Capital Financing Requirement:
The Capital Financing Requirement (CFR) measures the Council’s underlying need to borrow for a capital purpose. The calculation of the CFR is taken from the amounts held in the Balance Sheet relating to capital expenditure and its financing. It is an aggregation of the amounts shown for Fixed and Intangible assets, the Revaluation Reserve, the Capital Adjustment Account, Government Grants Deferred and any other balances treated as capital expenditure**.
Capital 31/3/09 31/3/10 31/3/11 31/3/12
Financing
Requirement
Actual Estimate Estimate Estimate £m £m £m £m Total CFR 15,556 14,931 14,331 13,755
Page 107 ** in line with CIPFA’s guidance, any investments or other items not falling within the classification of fixed or intangible assets, but financed from capital resources must be included within the CFR for the purposes of this calculation.
Note: The CFR can be a negative amount in situations where sufficient resources have been set aside resulting in the underlying need to borrow being fully extinguished.
The year–on-year change in the CFR is due to the following
Capital Financing 2009-10 2010-11 2011-12 2012-13 Requirement Estimate Estimate Estimate Estimate £m £m £m £m Balance B/F 15,556 14,932 14,333 13,755
Capital expenditure financed from 0 0 0 0 borrowing (per 2.2) Revenue provision for -624 -599 -578 -549 debt Redemption.
Balance C/F 14,932 14,333 13,755 13,206
2.1 In order to ensure that over the medium term net borrowing (i.e. net of debt managed on behalf of other local authorities) will only be for a capital purpose, the Council should make sure that net external borrowing does not, except in the short term, exceed the Capital Financing Requirement in the preceding year plus the estimates of any additional capital financing requirement for the current and next two financial years.
Page 108 Appendix B
Arlingclose’s Forecast for Interest Rates
Arlingclose’s Economic and Interest Rate Forecast
Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11 Mar-12 Jun-12 Sep-12 Dec-12 Mar-13 Official Bank Rate Upside risk +0.25 +0.25 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 Central case 0.50 0.50 0.50 1.00 1.50 2.00 2.50 3.00 3.00 3.00 3.00 3.00 3.00 Dow nside risk -0.50 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50
1-yr LIBID Upside risk +0.25 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 Central case 1.25 1.25 1.50 1.75 2.25 3.00 3.50 4.00 4.00 4.00 4.00 4.00 4.00 Dow nside risk -0.25 -0.25 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50
5-yr gilt Upside risk +0.25 +0.25 +0.25 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 Central case 2.70 2.80 2.90 3.00 3.25 3.50 3.75 4.00 4.25 4.25 4.25 4.25 4.25 Dow nside risk -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25
10-yr gilt Upside risk +0.25 +0.25 +0.25 +0.25 +0.25 +0.25 +0.25 +0.25 +0.50 +0.50 +0.50 +0.50 Central case 3.75 3.75 4.00 4.00 4.25 4.25 4.50 4.50 4.75 5.00 5.00 5.00 5.00 Dow nside risk -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25
20-yr gilt Upside risk +0.25 +0.50 +0.50 +0.50 +0.25 +0.25 +0.25 +0.25 +0.25 +0.25 +0.50 +0.50 +0.50 Central case 4.25 4.50 4.75 4.75 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 Dow nside risk -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25
50-yr gilt Upside risk +0.25 +0.25 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 +0.50 Central case 4.25 4.50 4.50 4.50 4.75 4.75 4.75 4.75 4.75 5.00 5.00 4.75 4.75 Dow nside risk -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25 -0.25
The recovery in growth is likely to be slow and uneven, more “W” than “V” shaped. The Bank of England will stick to its lower-for-longer stance on policy rates.
Gilt yields will remain volatile; yields have been compressed by Quantitative Easing and will rise once QE tapers off and if government debt remains at record high levels.
The path of the base rate has been downgraded to reflect the fragile state of the recovering economy and the severe fiscal correction that will be coming post General Election that will dampen aggregate demand and cut household cashflow. Expectations of central bank exit strategies and their timing will increase volatility in sovereign bond yields and equities.
There are significant threats to the forecast from potential downgrades to sovereign ratings and/or political instability.
Page 109
Underlying assumptions:
The Bank of England’s Quantitative Easing (QE) program which injected £200bn to insure against the downside risks to growth and stimulate the th economy officially ends 26 January. We estimate that QE has depressed gilt yields by around 70bs (0.7%).
The Bank forecasts GDP to grow by 4% in 2011 but concedes growth could be impeded by corporate and consumer balance sheet adjustments, restrictions in bank credit and consumers’ cautious spending behaviour. This is an optimistic forecast in our view; evidence of recovery is scant with weak real economic data and rising unemployment. Q4 2009 grew by just 0.1%.
Looming bank regulation and liquidity and capital requirements will curb bank lending activity. The Bank retains the option to reduce the rate on commercial banks’ deposits to encourage them to lend. But FSA regulations will force banks to buy more Gilts which could help slow the rise in yields in 2010/11.
The employment outlook remains uncertain. Pay freezes, short hours, job cuts and a migration toward part time employment will continue into 2010 keeping the headline unemployment number down.
Inflation is not an immediate worry for the Bank which forecasts CPI to rise due to higher commodity prices and VAT reverting to 17.5%. Commodity prices and VAT will push inflation over 3% prompting a letter from the Bank’s Governor to the Chancellor in Q1 2010.
The UK fiscal deficit remains acute. Cuts in public spending and tax increases are now inevitable and more likely to be pushed through in 2010 by a new government with a clear majority, however a hung parliament cannot be ruled out and would be potentially disruptive to financial markets.
The net supply of gilts will rise to unprecedented levels in 2010. Failure to articulate and deliver on an urgent and credible plan to lower government borrowing to sustainable levels over the medium term will be negative for gilts.
The Federal Reserve Chairman Bernanke’s diagnosis of a weak U.S. economy and labour market signal that the Fed’s “extended period” of low rates may get even longer. The outlook for the Eurozone is more optimistic but the European Central Bank will only increase rates after a durable upturn in growth.
Page 110
Appendix C (i)
Specified and Non Specified Investments
Specified Investments identified for use by the Council
Specified Investments will be those that meet the criteria in the CLG Guidance, i.e. the investment
• is sterling denominated • has a maximum maturity of 1 year • meets the “high credit quality” as determined by the Council or is made with the UK government or is made with a local authority in England, Wales, Scotland or Northern Ireland or a parish or community council. • the making of which is not defined as capital expenditure under section 25(1)(d) in SI 2003 No 3146 (i.e. the investment is not loan capital or share capital in a body corporate).
“Specified” Investments identified for the Council’s use are: • Deposits in the DMO’s Debt Management Account Deposit Facility • Deposits with UK local authorities • Deposits with banks and building societies • *Certificates of deposit with banks and building societies • *Gilts : (bonds issued by the UK government) • *Bonds issued by multilateral development banks • AAA-rated Money Market Funds with a Constant Net Asset Value (Constant NAV) • Other Money Market Funds and Collective Investment Schemes– i.e. credit rated funds which meet the definition of a collective investment scheme as defined in SI 2004 No 534 and SI 2007 No 573.
* Investments in these instruments will only be on advice from the Council’s treasury advisor. .
For credit rated counterparties, the minimum criteria will be the short-term/long-term ratings assigned by various agencies which may include Moody’s Investors Services, Standard & Poor’s, Fitch Ratings:
Long-term minimum: A1 (Moody’s) or A+ (S&P) or A+ (Fitch) Short-term minimum: P-1 (Moody’s) or A-1 (S&P) or F1 (Fitch).
The Council will also take into account information on corporate developments of and market sentiment towards investment counterparties.
Page 111
New specified investments will be made within the following limits:
Instrument Country Counterparty Maximum Limit of Investments %/£m Term Deposits UK DMADF, DMO No limit
Term UK Other UK Local Authorities No limit Deposits/Call Accounts Term UK Abbey £4 million Deposits/Call Accounts Term UK Bank of Scotland/Lloyds £4 million Deposits/Call Accounts Term UK Barclays £4 million Deposits/Call Accounts Term UK Clydesdale £4 million Deposits/Call Accounts Term UK HSBC £4 million Deposits/Call Accounts Term UK Nationwide £4 million Deposits/Call Accounts Term UK Royal Bank of Scotland £4 million Deposits/Call Accounts Term Australia Australia and NZ Banking £4 million Deposits/Call Group Accounts Term Australia Commonwealth Bank of £4 million Deposits/Call Australia Accounts Term Australia National Australia Bank Ltd £4 million Deposits/Call Accounts Term Australia Westpac Banking Corp £4 million Deposits/Call Accounts Term Canada Bank of Montreal £4 million Deposits/Call Accounts Term Canada Bank of Nova Scotia £4 million Deposits/Call Accounts Term Canada Canadian Imperial Bank of £4 million Deposits/Call
Page 112 Accounts Commerce
Term Canada Royal Bank of Canada £4 million Deposits/Call Accounts Term Canada Toronto-Dominion Bank £4 million Deposits/Call Accounts Term Finland Nordea Bank Finland £4 million Deposits/Call Accounts Term France BNP Paribas £4 million Deposits/Call Accounts Term France Calyon (Credit Agricole Group) £4 million Deposits/Call Accounts Term France Credit Agricole SA £4 million Deposits/Call Accounts Term Germany Deutsche Bank AG £4 million Deposits/Call Accounts Term Netherlands Rabobank £4 million Deposits/Call Accounts Term Spain Banco Bilbao Vizcaya £4 million Deposits/Call Argentaria Accounts Term Spain Banco Santander SA £4 million Deposits/Call Accounts Term Switzerland Credit Suisse £4 million Deposits/Call Accounts Term US JP Morgan £4 million Deposits/Call Accounts Gilts UK DMO No limit
Bonds EU European Investment £4 million Bank/Council of Europe
AAA rated UK/Ireland/ CNAV MMFs £4 million Money Market Funds Luxembourg
Other MMFs UK Collective Investment £4 million and CIS Schemes
Page 113 NB
Non-UK Banks - these will be restricted to a maximum exposure of 25-30% per country. This means that effectively all an authority’s investments can be made with non-UK institutions, but it limits the risk of over-exposure to any one country.
MMFs - Arlingclose emphasise diversification for all investments including MMFs. and advise that, as far as is practicable, clients spread their investments in Money Market Funds between two funds or more.
Group Limits - For institutions within a banking group, Arlingclose advise a 20% limit.
Page 114 Agenda Item 12
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Capital Programme - 2010/2011
The following recommendation has been referred to Council by the Executive Committee held on the 10 February 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree that:
a) £2,165,380 be allocated for capital works in 2010/11 and that this sum be split between housing and other services as follows: Housing - £1,309,380 Other services - £ 856,000
b) The proposed budget be financed as follows: Capital Receipts – £ 481,000 Government grants – £1,309,380 Other grants – £ 375,000
c) The proposed capital programme for 2010/11 (summarised in Appendix A) be agreed d) Schemes budgeted for in 2009/10, and uncompleted at 31 March 2010, be carried forward to 2010/11 to enable their completion.
G Roach Democratic Services Coordinator
Page 115 This page is intentionally left blank
Page 116 Allerdale Borough Council
Executive Committee – 10 February 2010
Capital Programme – 2010/2011
The Subject of the Decision To present recommendations for the 2010/11 Capital Programme for Members’ consideration.
The Reason for the Decision To ensure effective financial management of capital resources
Recommendation a) That £2,165,380 be allocated for capital works in 2010/11 and that this sum be split between housing and other services as follows:-
Housing: £1,309,380 Other services: £ 856,000
b) That the proposed budget be financed as follows:
Capital Receipts – £ 481,000 Government grants – £1,309,380 Other grants – £ 375,000
c) That the proposed capital programme for 2010/11 (summarised at Appendix A) is agreed.
d) That schemes budgeted for in 2009/10, and uncompleted at 31 March 2010 be carried forward to 2010/11 to enable their completion.
Climate Change/Environmental None directly Implications
Community Safety Implications None directly
Page 117 Financial/Resource Implications Financing costs (lost interest) amounting to approximately £1,804 in 2010/11 and £7,215 in future years will result from the use of capital receipts totalling £481,000.
Provision has been made within the draft revenue budget to meet the financing costs for 2010/11.
Human Rights Implications None directly
Employment Implications None directly
Health & Safety & Risk Management The requirements of health and safety Implications legislation will have to be satisfied when the authority undertakes works through the Capital Investment Programmes.
The scoring system and bidding process used for prioritising capital bids reduces the financial risk to the council.
Data Quality Implications None
Equality Impact Assessment Not relevant at this stage but assessment completed will be completed for individual projects as appropriate.
Wards Affected Keswick, St Michaels, St Johns, Moss Bay & All Saints
The Contribution this Decision would Prioritisation of schemes for inclusion in the make to the Council’s Key Aims proposed capital budget takes account of the Councils Key Aims and Objectives
Is this a Key Decision Yes
Portfolio Holder Councillor David Wilson
Lead Member of Staff John Kemp, Treasury Accountant, 01900 702504 [email protected]
(A detailed listed of implications is appended to the report)
Page 118 1.0 Introduction
1.1 Local authorities finance their capital expenditure by borrowing, by income from asset sales (capital receipts), by Central Government grants and from revenue.
1.2 The ‘Prudential Borrowing’ regime was introduced on 1 April 2004 by Central Government. In broad terms, local authorities are free to borrow as much (or as little) as they feel they are able to repay within an overall framework of prudent financial management. The Government still provides assistance through the revenue support grant system towards the costs associated with borrowing (interest and statutory repayments), based on an assumed level of borrowing (supported borrowing), although government support to Allerdale BC is currently, wholly by way of grant. Any additional borrowing (unsupported borrowing) has to be financed in full by the Council.
1.3 The Government Office for the North West has not yet issued a Housing Capital Allocation (which it draws from the priorities set out in the North West Regional Housing Strategy), however, based on the latest information available, it has been assumed that the grant made available for 2010/11 will be approximately 65% of that for the current financial year. No support has been allocated by Central Government for Other Services capital works which therefore have to be financed from other sources, such as capital receipts, specific grants and reserves.
1.4 This report covers: -
Resources available for 2010/11
The recommended capital programme for 2010/11
2.0 The 2009/10 Capital Programme
2.1 The 2009/10 Capital Programme was agreed by the Executive on 11 February 2009.
2.2 The progress against budget has been reported to the Executive within the Quarterly Finance Reports in order to keep Members fully informed.
2.3 A report, detailing expenditure to 31 December 2009, will be included within the next Finance Report.
2.4 An overall underspend is anticipated for 2009/10 and a detailed capital outturn report will be presented to Members after the financial year-end. It should be noted, however, that the underspend is due to delays in completion of capital projects. Savings are not anticipated as schemes will need to be carried forward to 2010/11 in order for the works to be completed.
Page 119
3.0 Capital Budget 2010/11
3.1 Estimated resources available for capital purposes in 2010/11 are shown below in table 3.1.
Table 3.1 - Resources Available for Capital Investment in 2010/11
Item Amount Notes £
Specified Capital Grant(Disabled Facilities) 400,000 Specific to Disabled Facilities Capital Grants (Housing capital allocation) 747,000 Specific to Housing projects Trailblazer Project 162,380 Year 2 (final year) Capital Grants (other) 375,000 Scheme Specific Capital Receipts 634,000 See 3.2
Total 2,318,380
3.2. It is not recommended that all available resources are utilised for the 2010/11 capital budget because:
a) Capital expenditure has an impact on the revenue budget.
b) Resources are extremely limited, therefore, effective control and management of such resources is required to ensure that they are directed to Council priorities.
c) If all resources are committed, any necessary, urgent capital works subsequently identified will have to be financed from revenue or from a variation in the capital budget (problematic if projects have already commenced).
d) Due to considerable commitment of capital resources during recent years, limited sums remain in available Capital Receipts and there are no other available resources, other than capital receipts generated during the year, and direct revenue support. The proposed capital programme will leave limited resources for future years.
Page 120
4.0 The 2010/2011 Housing Investment Programme Allocation
4.1 There are a number of key housing objectives which the Council would like to deliver in 2010/11 to make progress towards making Allerdale a great place in which to live, work and visit.
• Following extensive consultation, the Council was successful in receiving a £500,000 allocation from West Lakes Renaissance to complete the delivery of the Council’s Trailblazer Furness and West Cumbria Housing Market Renewal Partnership (F&WCHMRP). This will be split over 2 financial years – £337,620 in 2009/10 and £162,380 in 2010/11.
• To continue housing investment in Maryport and Workington, which is essential both to maintain the positive impact to date of the Renewal Areas and to provide a continued focus for regeneration activity in both towns. Maryport‘s 10 year renewal project will come to an end at the end of 2010/11, so it is ever more important that there is continued focus to honour commitments within the area.
• To maintain investment in mandatory Disabled Facilities Grant (DFG) work to meet continued strong and increasing demand. This is a statutory function, for which the demand continues to grow, however, following a significant cut in grant allocation for 2009/10 and the anticipated further cut in 2010/11, it is expected that the Regional Housing Board (RHB) allocation will be sufficient to meet the Council’s obligations for DFG, with a little for other projects.
5.0 Available Resources for Housing Investment Programme 2010/2011
5.1 The Regional Housing Board (RHB) has, at the time of writing, been unable confirm the allocation to the Council of mainstream housing capital funds for 2010/11. It has been indicated that allocations for 2010/11 are, regionally, expected to be reduced to approximately 65% of the 2009/10 allocation and Allerdale BC have been advised that their allocation is likely to be £747,000. This represents a fall of £859,000 over a 2 year period from the 2008/09 allocation.
5.2 The resources will be paid to the Council as Capital Grant under section 31 of the Local Government Act 2003.
5.3 Government Office North West has confirmed to the Council that the Specified Capital Grant (SCG) for Disabled Facilities Grant will be £400,000. It is anticipated that 40% of the gross cost will have to be met by the Council, which amounts to £267,000. On the basis of recent years, this level of allocation is below the level required to meet demand and further top up has both been successfully requested from GONW in previous years and further topped up from the RHB capital funding to eliminate the need for a waiting list for disability adaptations. If demand remains at the current level (revised budget for the current year is £1,100,000), then projected resources in 2010/11 with a small amount for Renewal Areas and enforcement will be sufficient to fund Disabled Facilities Grants.
5.4 On the basis of the above, the total capital resources estimated to be available for housing in 2010/11 are set out in Appendix A. Page 121
5.5 A revised Housing Investment Programme will be presented to Members when the final out-turn for 2009/10 is known and full and accurate account can be taken of works completed and paid for by 31 March 2010 and when confirmation is received from GONW of the resources allocated for 2010/11. However, some initial proposals are suggested below in Section 7 on the basis of resources being reduced.
6.0 Alternative Resources for Housing Investment
6.1 Government continues to express the view that local authorities should look to other programmes and agencies, such as the Neighbourhood Renewal Fund (NRF) and the North West Development Agency (NWDA), and the use of their own resources, to supplement housing investment resources.
6.2 Members will be aware that the Council currently offers Home Repair Assistance and Discretionary Renovation Assistance on the basis that when the property is sold, the amount awarded is repaid to the Council. In the long term, this form of assistance will, therefore, be returned to the Council to be recycled and will be available for future capital schemes and/or assistance.
7.0 Proposed Housing Capital Programme 2010/11
7.1 It may be possible for the Council to deliver two small group repair schemes/block re-roofing, one in each of the renewal areas. These works are an integral part of the Action Plan, developed in consultation with local residents groups. For future financial years, it is expected that the RHB allocation will not be enough to deliver any more group repair schemes and consequently the Derwentside Renewal Area will cease prematurely.
7.2 Discretionary Renovation/Home Repair Assistance –has been discontinued following changes made to the service as part of the transformation review.
7.3 Demand for mandatory Disabled Facilities Grants (DFG) will again require close monitoring during the year. It is proposed to allocate £971,500 of Council resources in 2010/11, (comprising SCG for Disabled Facilities Grant of £400,000 and £571,500 from the ‘general’ housing capital allocation for 2010/11). This will take up the available specified capital grant in full and also allow for the strong demand for this grant and, hopefully, retain Allerdale’s current status of having no waiting list to access funds for disabled adaptations.
7.4 Enforcement work in respect of ruinous and or dilapidated properties has been an important part of the work of the Housing Service in recent years, however this service has been discontinued following savings made through the transformation service review. To enable the Housing Health and Safety Rating System to continue to be enforced against landlords, it is proposed that a £10,000 budget be retained for this statutory work.
7.5 The proposed Housing Capital Programme is detailed in appendix A.
Page 122 8.0 Proposed Other Services Capital Programme 2010/2011
8.1 In order to achieve value for money and to ensure that capital schemes support and promote the Council’s aims and objectives, a resource allocation model is used to evaluate and prioritise capital bids.
8.2 The scoring framework used in the model considers the contribution of each proposed capital scheme towards the Council’s Corporate Strategy.
8.3 The proposed Other Services capital budget reflects the Council’s Capital Strategy and the limited resources available. It has been developed following consultation with the Executive Member for Finance and Asset Management.
8.4 A flexible approach is operated in order that schemes which are delayed for any reason can be permitted to fall back into 2011/12, whilst schemes which can progress quickly will be brought forward to replace the slow spenders.
8.5 Capital schemes originally submitted for consideration are reproduced in full at Appendix B, together with the recommended budget. The list is grouped by project type rather than being in order of priority.
8.6 Brief notes outlining the works represented by the bids are also provided in Appendix B.
8.7 It is recommended that a sum of £856,000 be approved to meet the gross cost of the 2010/11 Other Services capital budget (taking into account any assistance and grant aid from Government or outside bodies).
8.8 The recommended capital budget for other services is given at Appendix A.
8.9 No provision has been made for works in respect of the Derwent Valley scheme due to the uncertainty of the timing of any receipt from the sale of land at the Cloffocks.
9.0 Recommendations
9.1 That, due to the limited resources available and the low score allocated to them, the following schemes should not be included in the 2010/11 capital budget:
a) Wigton Market Hall gable window b) Workington Borough Park floodlight repairs c) Cockermouth Cemetery chapel roof repairs – it is proposed that this property be disposed of for development, however, if this cannot happen then it will be necessary to undertake the repairs as a matter of urgency due to Health & Safety issues, together with the need to maintain a listed building.
9.2 That the bid for £300,000 in respect of works to the Helena Thompson Museum be approved in part and that the sum of £150,000 be approved subject to a robust business plan being agreed, and matching grant funding being secured prior to any payment being made.
Page 123 9.3 That, should there be revenue savings identified at the end of the 2009/10 financial year end, then consideration be given to re-establishing a reserve for capital purposes, given the lack of current resources.
10.0 Medium Term Capital Programme
10.1 The Council’s Asset Management Plan summarises the anticipated availability of resources to support potential capital expenditure over the medium term. The schedule is updated on a regular basis through review by the Asset Management Group.
10.2 Appendix C sets out a summarised capital programme for the next 5 years based on information contained in the High Level Asset Management Plan, together with estimated expenditure on Housing Services. Members should note that this is a high level schedule and that detailed capital schemes would need to be developed to support the proposals set out. In addition, the timing and availability of capital resources and their values are heavily influenced by external factors, not least the prevailing land and property market. At present, anticipated resources are insufficient to support the plan in its entirety.
11.0 Conclusion
11.1 There is considerable pressure upon the Council to deliver substantial housing investment in support of regeneration objectives. It is not possible to successfully regenerate areas without improving the physical living conditions and environment of these areas. However, although the Council has for many years committed significant amounts to private sector housing through the Renewal Areas programme, available resources will no longer support this if we are to meet our statutory obligations for Disabled Facilities Grants.
11.2 The Housing Investment Programme proposed in this report will concentrate resources on adaptations to properties through the medium of Disabled Facilities Grants.
11.3 The scoring system used to assess capital bids ensures that the Other Services capital programme contributes to the corporate vision.
11.4 The proposed budget supports the Council’s Key Aims by:
(i) providing assistance to the private sector through the medium of Disabled Facilities Grants.
(ii) providing resources to enable works of repair to be undertaken to the Council’s buildings in support of services provided to the general public.
P Bramley Head of Finance
Page 124 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial Y Leisure N Legal N Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual Y Asset Management Y Health N Health & Safety N
Is this a statutory recommendation? N
Is this a key decision? Y
Has a risk assessment been undertaken? N
Wards affected ………Keswick, St Michaels, St Johns, Moss Bay & All Saints ………….
Background papers ………………………………………………………………………………
Page 125 This page is intentionally left blank
Page 126 APPENDIX A CAPITAL PROGRAMME 2010/2011
Resources Recommended split Housing Other Services Total ££ £
Disabled Facilities Grant(DFG) 400,000 400,000
Capital Receipts 481,000 481,000 Capital grants 909,380 375,000 1,284,380
1,309,380 856,000 2,165,380
Housing Proposed Programme
Capital Receipts Grant Total £££ Renovation Grants Disabled Facilities 971,500 971,500
Renewal Areas 165,500 165,500
Trailblazer Furness and West Cumbria Housing Market Renewal Partnership (F&WCHMRP) 162,380 162,380
Enforcement 10,000 10,000
Sub total: Housing 0 1,309,380 1,309,380
Other Services Proposed Programme
Helena Thompson development 150,000 150,000 300,000 Solway House boiler replacement 15,000 15,000 Helena Thompson Boiler replacement 15,000 15,000 Keswick Foreshore wall repairs 50,000 50,000 Cemetery boundary walls 100,000 100,000 New equipment - shared IT service 151,000 225,000 376,000
Sub total:Other Services 481,000 375,000 856,000
Total proposed capital budget for 2010/11: 481,000 1,684,380 2,165,380
Page 127 APPENDIX B
OTHER SERVICES CAPITAL BIDS 2010 / 2011
NET RESOURCES RECOMMENDED SCHEME DESCRIPTION ESTIMATE ANTICIPATED REQUESTED GROSS BUDGET 2010 / 2011 GRANT AID 2010/2011 2010 / 2011 ££ ££
1 Helena Thompson Museum development 623,000 323,000 300,000 300,000 2 Solway House boiler replacement 15,000 15,000 15,000 3 Helena Thompson Museum Boiler replacement 15,000 15,000 15,000 4 Derwent water Foreshore wall repairs 50,000 50,000 50,000 5 Cemetery boundary walls 100,000 100,000 100,000 6 Cockermouth cemetery chapel roof 40,000 40,000 0 7 Wigton Market Hall gable window 35,000 35,000 0 8 Workington Borough Park floodlighting replacement 40,000 40,000 0 9 New equipment - shared IT service 376,000 225,000 151,000 376,000
NET CAPITAL RESOURCES REQUIRED 2010 / 2011 746,000 856,000
Available Resources:
Capital Receipts - uncommitted 634,000
Recommended usage:
Capital Receipts 481,000
NET CAPITAL RESOURCES 2010 / 2011 481,000
NOTES ON OTHER SERVICES CAPITAL BIDS
1 Lack of robust business plan demonstrating financial viability, gives uncertainty to this project. Hence, the recommendation to withold all payments until satisfactorily demonstrated. 2 - 5 Proposed works to various Corporate Properties in support of the Council's aims & objectives. 6 - 8 Low scoring projects recommended for rejection. 9 Capital works included in the shared service business plan.
Page 128 APPENDIX C (i)
1.Proposed Capital Programme
Source - High Level Capital Strategy document 2010/11 2011/12 2012/13 2013/14 2014/15 Capital programme Note £000 £000 £000 £000 £000
Housing - general 1 909 1,700 700 700 700 Housing - DFG 2 400 410 420 430 440 Corporate Buildings/property 3 180 985 850 100 100 Regeneration 4 0 70 0 0 2,000 Leisure Services 3000000 IT shared services programme 5 376 243 148 190 148 Derwent Valley scheme 6 0 11,850 7,750 0 0
TOTAL 2,165 15,258 9,868 1,420 3,388
Note 1: Capital Pot grant allocation used for Disabled Facilities Grants, Enforcement & Trailblazer project(2010/11).
Note 2: The council has a statutory duty to provide grants for the provision of property adaptations for the disabled.
Note 3: To maintain the council's buildings in a good state of repair in accordance with the requirements of the Asset Management Plan. £1.5 million proposed spend over 2011/12 - 2012/13 in respect of major roofing works to Carnegie.
Note 4: Proposed Workington Hall redevelopment 2014/15 or later dependent on resource availability.
Note 5: Projected spend based on IT shared services financial model at January 2010.
Note 6: Substantial additional funds required to enable the scheme as proposed to be delivered.
Page 129 APPENDIX C (ii) 2.Estimated Capital Resources
2010/11 2011/12 2012/13 2013/14 2014/15 Estimated Resources Note £000 £000 £000 £000 £000 Capital Grants: - Regional Housing Pot 1 (747) (700) (700) (700) (700) - F&WCHMRP Trailblazer project 2 (162) 0000 - DFG 3 (400) (410) (420) (430) (440) - Other Grants 4 (525) (146) (89) (114) (89) Capital Receipts: - Generated in year 5 (18,625) (900) 0 0 (4,000) - Balance brought forward 6 (634) (18,928) (5,826) 2,833 3,009 - Resources used (table 1, above) 2,165 15,258 9,868 1,420 3,388 TOTAL 7 (18,928) (5,826) 2,833 3,009 1,168
Note 1: The Regional Housing Pot provides resources from Central Government for Housing Capital works by way of capital grant. The allocation for 2010/11 has not yet been received, however an estimate has been used based on the latest available information.
Note 2: A £500,000 allocation has been approved for 2009/10 by West Lakes Renaissance, split £337,620 in year 1 & £162,380 in year 2 (2010/11).
Note 3: Disabled Facilities Grant (DFG) allocation for 2010/11 has recently been announced and is included in the table above.
Note 4: Grants for 2010/11 comprise match-funding for the Helena Thompson Museum Development and the contribution from Carlisle City Council towards the capital acquisitions for the shared IT service. Future years just show the Carlisle CC contribution.
Note 5: Capital receipts from the anticipated sales of fixed assets, including the sale of the Cloffocks site to Tesco.
Note 6: The balance brought forward takes account of resources expected to be used to fund the 2010/2011 capital budget and subsequent years' capital spend.
Note 7: Resources so far identified are insufficient to permit completion of the projects included within the high level capital strategy.
Page 130 Agenda Item 13
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Fees and Charges - 2010/2011
The following recommendation has been referred to Council by the Executive Committee held on the 10 February 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree that;
a) The proposed fees and charges set out in the attached schedule be agreed b) The effective date of the changes be 1st April 2010.
G Roach Democratic Services Coordinator
Page 131 This page is intentionally left blank
Page 132 Allerdale Borough Council
Executive – 10 February 2010
Fees and Charges 2010/11
The Subject of the Decision To recommend changes to approved fees and charges in line with policy.
The Reason for the Decision To gain approval to make charges effective from the 1st of April 2010.
Recommendations a) That the proposed fees and charges set out in the attached schedule be agreed. b) That the effective date of the changes be 1st April 2010.
Climate Change/Environmental None Directly Implications
Community Safety Implications None Directly
Financial/Resource Implications Fees and Charges form part of the Budget setting process and assist in the balancing of this budget.
Human Rights Implications None Directly
Employment Implications None Directly
Health and Safety and Risk Changes in Fees and Charges carry Management Implications reputational risks for the Council. Variations in income collected compared to that anticipated can have a significant impact on the budget.
Data Quality Implications N/A
Equality Impact Assessment N/A completed
Wards Affected ALL
The Contribution this Decision would None Directly make to the Council’s Key Aims
Is this a Key Decision YES
Page 133 Portfolio Holder Councillor David Wilson
Lead Member of Staff Diane Carter – Senior Accountancy Assistant, Tel: 01900 702871, Email: [email protected]
(A detailed listed of implications is appended to the report)
1.0 Introduction
1.1 The report sets out current pricing policies in respect of Council services administered, and recommends prices for the 2010-11 financial year.
For comparative purposes the current and proposed Fees and Charges are shown. These prices are inclusive of VAT where applicable and represent the gross cost to service users.
1.2 To determine the proposed Fees & Charges 2010-11, Officers were asked to undertake a comprehensive review of the services they manage. This review required Service Managers to fully consider current market forces as well as the impact of increases in expenditure which, where practical, should be reflected in proposed fees & charges.
1.3 As part of this review, Officers were requested that where possible a county wide comparison be conducted and where it is found that Allerdale Fees and Charges are lower than those charged elsewhere, that they be adjusted to an appropriate level.
2.0 Content
2.1 Value Added Tax (VAT).
The standard rate of VAT was reduced to 15% for one year from December 2008. From 1 January 2010 VAT reverted back to 17.5%.
Thus Fees and Charges relating to standard-rated goods or services for 2009/10 are shown with 15% VAT and 2010/11 proposals with 17.5%.
Only standard-rated sales are affected by this. There are no changes to sales that are zero-rated or reduced-rated for VAT. Similarly, there aren’t any changes to VAT exemptions.
Page 134
2.2 Car Parks
The Fees and Charges for parking services have been subject to a separate report and came into force on 01/01/2010, no further alterations are being proposed.
2.3 Carnegie Theatre & Arts Centre
The Budget Holder feels there isn’t any scope for an increase in Fees and Charges for this service due to the need to remain commercially viable. The Carnegie has recently lost customers to similar venues; the main reasons for this being price. The budget holder is concerned that any increase could lead to further loss of trade.
2.4 Cemeteries
Most of these Fees and Charges have been increased to achieve the county average and to contribute to savings in budget as part of the transformation process.
2.5 Central Print Unit
The Fees and Charges for the Central Print Unit will remain unchanged for 2010/11; this ensures that the service remains competitive with external printers.
2.6 Cleansing
This service has not proposed any change to the Fees and Charges for 2010/11. The service has compared the current prices with county wide figures and found them to be, on average, slightly higher than other county districts. Further to this there is a requirement for the trade service to remain competitive. The service believes that any increase at this point will steer customers away.
2.7 Environmental Health - Licenses
Fees and Charges for Licenses within this service have been compared with those of other authorities and increased accordingly.
The law relating to Game Dealers licences has been repealed therefore the Fees and Charges for these licences have been removed
Home boarding for animal boarding has been added. The Council resolved to start licensing home boarders in summer 2009.
2.8 Hygiene & Food Control
Fees and Charges have been compared with those of other authorities and increased accordingly.
Page 135
2.9 Animal Welfare
It is felt that there is some scope for increase here. After a review of current pricing structure these charges have been increased by 5%.
2.10 Pest Control
After a thorough review of expected visits and associated costs in 2010/11 this service is budgeted to break even. The Fees and Charges have been increased to achieve this.
2.11 Licences/Land Charges & Misc. Document Sales
The majority of the Fees and Charges are statutory and have not been altered from 2009/10. There has been the addition of a new statutory fee coming under Land Charges for ‘personal search’.
2.12 Markets
Fees and Charges are set in collaboration with the Councils providers. There have not been any proposals to change the Fees and Charges for 2010/11.
2.13 Planning Documents
Where the department considers it possible the Fees and Charges have been increased by 5%. There is little demand for the Local Plan and the department feels it appropriate to leave this free of charge. The service has proposed charges be set for inset maps to reflect demand.
2.14 Private Drinking Water Supplies
These are governed by Statute and as such cannot be altered by the Council.
2.15 Public Offices
Fees and Charges have been increased to reflect the economic rent for the service provided.
2.16 Renovation Disabled Facilities & Home Repair Assistance Professional Service Charges
There have not been any proposals to change the Fees and Charges for 2010/11, which remains on a percentage basis.
2.17 Sports & Leisure Facilities
The Fees and Charges for the Leisure Centres will continue to be set by Carlisle Leisure Limited.
Page 136
2.18 Street Trading Consents
Fees and Charges have been increased in line with those of other authorities.
3.0 Conclusion
3.1 The proposed fees and charges for 2010-11 are an integral part of the budget setting process. It is essential that charges are reviewed annually and that they are revised to cover the increased costs of providing the services and that changes in market forces are taken into consideration
3.2 In considering the proposed charges, Members should bear in mind that increased income helps to balance the budget, and that any reductions in fees and charges is likely to require a growth to the base budget requirement.
Paul Bramley
Head of Financial Services
Page 137
Report Implications
Please delete where applicable.
Community Safety N Sport N Financial Y Leisure N Legal N Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health and Safety N
Is this a statutory recommendation? N
Is this a key decision? N
Has a risk assessment been undertaken? N
Wards affected ……………ALL…………………………………………………………..
Background papers ………………………………………………………………………………
Page 138 FEES AND CHARGES 2010-11
The fees and charges in this booklet have been approved by the Council and are operative from 1st April 2010 to 31st March 2011 unless otherwise stated. Whilst every care has been taken in preparing this booklet for publication, anyone requiring absolute confirmation of the information it contains should refer to the relevant Council Minutes, VAT Regulations and Code Book.
No officer or other person has authority to vary these charges without Council approval where specifically indicated.
The Value Added Tax category for each is indicated in the column next to the charge/fee figure. The VAT categories applicable are
SR Standard-rated supply (Currently 17.5%) NB Non-business supply (VAT does not apply) ZR Zero-rated supply (subject to VAT at the zero-rate) EX Exempt supply (specifically exempted from VAT by law)
All prices contained in this booklet include VAT where applicable
Charges not included in this booklet (or described as subject to negotiation) are for negotiation by the manager of the service or facility concerned in consultation with, or in accordance with principles agreed by the Section 151 Officer and relevant Strategic Manager.
Paul Bramley
Head of Financial Services
PagePage 1 139 PUBLIC HALLS, THEATRES, ETC. PRICING POLICY
(a) That revenue targets be established as soon as practicable for each Public Hall and that the achievement of those targets be the primary aim of the pricing structures.
(b) To determine differential rates of charge according to time of day, day of week and season of year, as appropriate, to reflect varying levels of demand and variations in the cost of making the facility available.
(c) To apply the same rate of charge to all customers for normal use of facilities and to delegate to the facility manager in consultation with their head of service, authority to determine charges for other uses subject to these being not less than the normal charge and making a net contribution.
(d) To determine rates of charge independently in respect of each venue.
PagePage 140 2 CARNEGIE THEATRE & ARTS CENTRE
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: HIRE OF THEATRE ( a ) ( b ) ( f ) ( g ) ( h ) Stage performance - per performance ( c ) EX 125.50 0.00% 125.50 125.50 0.00% 125.50 Dance Festival - per day ( c ) EX 170.00 0.00% 170.00 170.00 0.00% 170.00 Other uses - per hour: Lectures, meetings, film shows, stage rehearsals ( d ) EX 22.50 0.00% 22.50 22.50 0.00% 22.50 Dress Rehearsal ( c ) EX 33.50 0.00% 33.50 33.50 0.00% 33.50 Dance Medal Tests EX 29.00 0.00% 29.00 29.00 0.00% 29.00 Erecting/dismantling equiptment EX 12.75 0.00% 12.75 12.75 0.00% 12.75
PART 2: HIRE OF DANCE STUDIO AND MICHAEL MONROE'S BAR - per hour ( a ) ( b ) ( f ) ( g ) ( h ) ( I )
Teaching any sports activity are exempt from VAT. Where tuition is not provided exemption can be granted where, and only where, all the following conditions are met in full.
Either the letting is to any hirer for a continuous period of use exceeding 24 hours; or the letting consists of a series of 10 or more sessions each session is for the same sport or activity each session is in the same place (although it may be a different court, pitch, etc. within the same facility) the interval between sessions is not less than 1 day and not more than 14 days (the duration of each session may vary) the series is paid for as a whole and there is written evidence to that effect. Payment must be made in full even if not all the sessions are used, unless non-use arises because the facility is not available. the letting is to a school, club, association or organisation to which such bodies are affiliated; and the user to whom the facility is let has exclusive use of that facility during each session.
Used for meetings and rehearsals
Monday to Saturday - 9:00am to 5:00pm EX 9.00 0.00% 9.00 9.00 0.00% 9.00 Monday to Saturday - after 5:00pm and Sunday EX 15.20 0.00% 15.20 15.20 0.00% 15.20
and physical activities (Standard rated VAT unless the above rule applies in which case the activity would become Exempt from VAT) SR 9.00 15.00% 10.35 9.00 17.50% 10.58 Monday to Saturday - 9:00am to 5:00pm SR 15.20 15.00% 17.48 15.20 17.50% 17.86 Monday to Saturday - after 5:00pm and Sunday
PagePage 3 141 CARNEGIE THEATRE & ARTS CENTRE (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 3: HIRE OF DANCE STUDIO AND MICHAEL MONROE'S BAR EX By Negotiation 0.00% By Negotiation By Negotiation 0.00% By Negotiation - used for social functions ( a ) ( b ) ( f ) ( g ) ( h ) ( I )
PART 4: HIRE OF ART ROOM - per hour ( a ) ( b ) ( f ) ( g ) ( h ) ( I )
Monday to Saturday - 9:00am to 5:00pm EX 8.00 0.00% 8.00 8.00 0.00% 8.00 Monday to Saturday - after 5:00pm and Sunday EX 12.20 0.00% 12.20 12.20 0.00% 12.20
NOTES
( a ) Maximum capacity: Theatre 354, Dance Studio 120, Michael Monroes Bar 200, Art room 60.
( b ) Where Performing Rights charges apply, these will be paid by hirer.
( c ) Includes the use of stage, standard theatre lights etc and dressing rooms. Additional stage lighting to include the use of pan-cans and follow spot light will incur and extra charge
( d ) Includes only the use of stage and working lights on stage.
( e ) Hirers to meet the cost of Door Steward(s) as required at the discretion of the Manager
( f ) Public Holidays and Bank Holidays - 50 % surcharge on all the above prices
( g ) Charges for other uses (to include commercial activities) may be determined by the facility manager.
( h ) An additional charge will be applied to cover a hirer's liability under the council's conditions of Hire
( I ) Single occupancy rates apply in respect of Dance Rehearsals where one or two dancers are rehearsing a routine The single occupancy rate is the normal day - time hire rate, irrespective of the day of the week or the time of day.
i) Single occupancy should be booked 7 days or less before the hire ( no long - term commitments )
ii) Single occupancy rates can only be offered when the building is already being manned to avoid additional staffing costs. iii) Hirers must pay on the day. iiii) Minimum hire period is 15 minutes.
PagePage 142 4 CEMETERIES
Pricing Policy
( a ) That fees determined in accordance with (a) be phased in over a number of years where they are significantly in excess of existing fees
( b ) That the differential charge for non-residents be the basic charge plus 50%
( c ) To determine fees for searches and register copies at a level which is estimated to meet overall costs of dealing with the written requests
( d ) That the same scale of fees be applied to all cemeteries managed by the Council
PagePage 5 143 CEMETERIES (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: INTERMENTS
For internment in a common grave NB 290.00 0.00% 290.00 350.00 0.00% 350.00 Stillborn child and Children under 17/16 NB 0.00 0.00% 0.00 0.00 0.00% 0.00
For internment in a grave in respect of which an exclusive right of burial HAS been granted (up to double) NB 375.00 0.00% 375.00 450.00 0.00% 450.00 Meadow burials NB 290.00 0.00% 290.00 350.00 0.00% 350.00 For internment of cremated remains NB 100.00 0.00% 100.00 125.00 0.00% 125.00 Strewing of cremated remains NB 40.00 0.00% 40.00 50.00 0.00% 50.00 Body parts NB 100.00 0.00% 100.00 125.00 0.00% 125.00 Extra depth grave (Treble)* NB 50.00 0.00% 50.00 100.00 0.00% 100.00 Exhumation SR p.o.a. 15.00% p.o.a. p.o.a 17.50% p.o.a Internment in a vault NB p.o.a. 0.00% p.o.a. p.o.a 0.00% p.o.a For use of the cemetery chapel NB 50.00 0.00% 50.00 50.00 0.00% 50.00
NOTES
Normal Charge Normal Charge + Normal charge + Normal charge + Non-resident + 50% 50% 50% 50%
Ex Resident - Person who has lived outside of Allerdale Normal Charge Normal Charge + Normal charge + Normal charge + boundries for up to 5 years, beyond their control + £50 £50 50% 50% Normal Charge Normal Charge + Normal charge + Normal charge + Cremated Remains + £25 £25 50% 50%
SUMMER MONTHS - 1st APRIL TO 31st OCTOBER
Burials before 9:00am and after 3:00pm Monday to Thursday and Before 9:00am and after 2:30pm on Fridays. Double Fees Double Fees Double Fee's Double Fee's
Burials between 2:30 pm on Friday and 9:am on Monday Double Fees Double Fees Double Fee's Double Fee's
WINTER MONTHS - 1st NOVEMBER TO 31st MARCH
Burials 9:00am to 2:30 pm. Monday to Thursday and 2:00pm See above for See above for See above for See above for Friday standard prices standard prices standard prices standard prices
Out of hours burial Saturday, Sunday & Bank Holidays only, 900am to 1:00pm Double Fees Double Fees Double fee's Double fee's
EXCEPT WHERE CORONER OR REGISTERED GENERAL PRACTITIONER CERTIFIES THAT IMMEDIATE INTERMENT IS NECESSARY-THEN P.O.A
PagePage 144 6 CEMETERIES (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 2: EXCLUSIVE RIGHT OF BURIAL PURCHASES
Ordinary grave for 50 years NB 375.00 0.00% 375.00 450.00 0.00% 450.00 for 75 years NB 410.00 0.00% 410.00 500.00 0.00% 500.00
Border grave for 50 years NB 400.00 0.00% 400.00 500.00 0.00% 500.00 for 75 years NB 450.00 0.00% 450.00 550.00 0.00% 550.00
Cremated remains for 50 years NB 150.00 0.00% 150.00 175.00 0.00% 175.00 75 years NB 225.00 0.00% 225.00 300.00 0.00% 300.00
Meadow double NB 275.00 0.00% 275.00 400.00 0.00% 400.00 single NB 180.00 0.00% 180.00 360.00 0.00% 360.00
Transfer of rights NB 35.00 0.00% 35.00 45.00 0.00% 45.00
NOTES PART 2
Normal Charge Normal Charge + Normal charge + Normal charge + Non Resident NB + 50% 0.00% 50% 50% 50%
The fees indicated in Part 2 include the Deed of Grant and all expenses thereof.
PagePage 7 145 CEMETERIES (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 3: MONUMENTS, GRAVE STONES, TABLETS AND MONUMENTAL INSCRIPTIONS
A headstone not more than 3' in height NB 95.00 0.00% 95.00 120.00 0.00% 120.00
A headstone above 3' in height NB 200.00 0.00% 200.00 250.00 0.00% 250.00
Kerb surround NB 200.00 0.00% 200.00 300.00 0.00% 300.00
Wooden cross NB 20.00 0.00% 20.00 30.00 0.00% 30.00
Flat stone up to 12" x 12" NB 50.00 0.00% 50.00 60.00 0.00% 60.00
Vase NB 30.00 0.00% 30.00 60.00 0.00% 60.00
Additional inscriptions NB 30.00 0.00% 30.00 40.00 0.00% 40.00
PART 5: MEMORIAL GARDENS
Vase block lease NB p.o.a. p.o.a. p.o.a p.o.a 10 years NB p.o.a. p.o.a. p.o.a p.o.a 20 years NB p.o.a. p.o.a. p.o.a p.o.a Vase block plaque NB p.o.a. p.o.a. p.o.a p.o.a
Wall plaque lease NB p.o.a. p.o.a. p.o.a p.o.a 10 years NB p.o.a. p.o.a. p.o.a p.o.a 20 years NB p.o.a. p.o.a. p.o.a p.o.a Wall plaque NB p.o.a. p.o.a. p.o.a p.o.a
PART 6: MISCELLANEOUS CHARGES
Search fees electronic NB 5.25 0.00% 5.25 10.00 0.00% 10.00 Print of electronic search NB 5.25 0.00% 5.25 10.00 0.00% 10.00
Search fees (manual) NB 21.00 0.00% 21.00 25.00 0.00% 25.00
Certified copy of entry of burial in register NB 21.00 0.00% 21.00 25.00 0.00% 25.00
NOTES PARTS 3, 4 AND 5
Non Resident Normal Charge Normal Charge Normal charge Normal charge
PagePage 146 8 CENTRAL PRINTING UNIT (Work undertaken for outside bodies)
Pricing Policy
( a ) To determine charges for printing which meet the cost of undertaking such work and make a small contribution to overheads. ( b ) To make an additional administrative charge to recover the internal recharge incurred by the Unit where the customer requires credit terms
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Bound publications, booklets, pamphlets, leaflets ( a )
Pamphlets normally consist of several sheets of paper that are fastened or folded together. They usually comprise of material of a political, social or intellectual nature. A booklet must have several pages, must have a cover that is stiffer than the pages and must be bound. Leaflets are usually limp, designed to be held in the hand, and should not be greater then A4 size.
PART 1: PHOTOCOPYING per document
Black & White - up to and including ten copies in total per copy - A4 up to 200 sheets ZR 0.05 0.00% 0.05 0.05 0.00% 0.05 Black & White - up to and including ten copies in total per copy - A4 over 200 sheets ZR 0.04 0.00% 0.04 0.04 0.00% 0.04 Black & White - up to and including ten copies in total per copy - A3 up to 200 sheets ZR 0.10 0.00% 0.10 0.10 0.00% 0.10 Black & White - up to and including ten copies in total per copy - A3 over 200 sheets ZR 0.07 0.00% 0.07 0.07 0.00% 0.07 Full colour copying per copy - A4 up to 200 sheets ZR 0.22 0.00% 0.22 0.22 0.00% 0.22 Full colour copying per copy - A4 over 200 sheets ZR 0.13 0.00% 0.13 0.13 0.00% 0.13 Full colour copying per copy - A4 over 1000 sheets ZR 0.11 0.00% 0.11 0.11 0.00% 0.11 Full colour copying per copy - A3 up to 200 sheets ZR 0.45 0.00% 0.45 0.45 0.00% 0.45 Full colour copying per copy - A3 over 200 sheets ZR 0.27 0.00% 0.27 0.27 0.00% 0.27 Full colour copying per copy - A3 over 1000 sheets ZR 0.21 0.00% 0.21 0.21 0.00% 0.21
PART 2: DUPLICATING ( a )
Making Plate - A4 per plate ZR 0.63 0.00% 0.63 0.63 0.00% 0.63 Making Plate - A3 per plate ZR 1.25 0.00% 1.25 1.25 0.00% 1.25
Printing from plate - A4 per copy ZR 0.02 0.00% 0.02 0.02 0.00% 0.02 Printing from plate - A3 per copy ZR 0.04 0.00% 0.04 0.04 0.00% 0.04
PagePage 9 147 CENTRAL PRINTING UNIT (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 3:FINISHING COSTS ( a )
Card A4 ZR 0.06 0.00% 0.06 0.06 0.00% 0.06 Gluing per 100 sheets ZR 0.89 0.00% 0.89 0.89 0.00% 0.89 Folding per 100 per sheets ZR 0.03 0.00% 0.03 0.03 0.00% 0.03 Hole punching per 100 sheets ZR 0.89 0.00% 0.89 0.89 0.00% 0.89 Guillotining per 100 sheets ZR 0.89 0.00% 0.89 0.89 0.00% 0.89 Binding - spiral per document ZR 0.88 0.00% 0.88 0.88 0.00% 0.88 Binding - Thermal per document ZR 0.98 0.00% 0.98 0.98 0.00% 0.98 Lamination per A4 sheet ZR 0.89 0.00% 0.89 0.89 0.00% 0.89 Lamination per A3 sheet ZR 1.79 0.00% 1.79 1.79 0.00% 1.79 Clear Plastic A4 ZR 0.09 0.00% 0.09 0.09 0.00% 0.09 NCR Paper per sheet ZR 0.04 0.00% 0.04 0.04 0.00% 0.04
Other Documents ( a )
PART 1: PHOTOCOPYING per document ( a )
Black & White - up to and including ten copies in total per copy - A4 up to 200 sheets SR 0.05 15.00% 0.06 0.05 17.50% 0.06 Black & White - up to and including ten copies in total per copy - A4 over 200 sheets SR 0.04 15.00% 0.04 0.04 17.50% 0.04 Black & White - up to and including ten copies in total per copy - A3 up to 200 sheets SR 0.10 15.00% 0.11 0.10 17.50% 0.12 Black & White - up to and including ten copies in total per copy - A3 over 200 sheets SR 0.07 15.00% 0.08 0.07 17.50% 0.08 Full colour copying per copy - A4 up to 200 sheets SR 0.22 15.00% 0.26 0.22 17.50% 0.26 Full colour copying per copy - A4 over 200 sheets SR 0.13 15.00% 0.15 0.13 17.50% 0.16 Full colour copying per copy - A4 over 1000 sheets SR 0.11 15.00% 0.12 0.11 17.50% 0.13 Full colour copying per copy - A3 up to 200 sheets SR 0.45 15.00% 0.51 0.45 17.50% 0.53 Full colour copying per copy - A3 over 200 sheets SR 0.27 15.00% 0.31 0.27 17.50% 0.32 Full colour copying per copy - A3 over 1000 sheets SR 0.21 15.00% 0.25 0.21 17.50% 0.25
PART 2: DUPLICATING ( a )
Making Plate - A4 per plate SR 0.63 15.00% 0.72 0.63 17.50% 0.74 Making Plate - A3 per plate SR 1.25 15.00% 1.44 1.25 17.50% 1.47
Printing from plate - A4 per copy SR 0.02 15.00% 0.02 0.02 17.50% 0.02 Printing from plate - A3 per copy SR 0.04 15.00% 0.04 0.04 17.50% 0.04
PagePage 148 10 CENTRAL PRINTING UNIT (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 3:FINISHING COSTS ( a )
Card A4 SR 0.06 15.00% 0.07 0.06 17.50% 0.07 Gluing per 100 sheets SR 0.89 15.00% 1.03 0.89 17.50% 1.05 Folding per 100 per sheets SR 2.68 15.00% 3.08 2.68 17.50% 3.15 Hole punching per 100 sheets SR 0.89 15.00% 1.03 0.89 17.50% 1.05 Guillotining per 100 sheets SR 0.89 15.00% 1.03 0.89 17.50% 1.05 Binding - spiral per document SR 0.88 15.00% 1.01 0.88 17.50% 1.03 Binding - Thermal per document SR 0.98 15.00% 1.13 0.98 17.50% 1.16 Lamination per A4 sheet SR 0.89 15.00% 1.03 0.89 17.50% 1.05 Lamination per A3 sheet SR 1.79 15.00% 2.06 1.79 17.50% 2.10 Clear Plastic A4 SR 0.09 15.00% 0.10 0.09 17.50% 0.11 NCR Paper per sheet SR 0.04 15.00% 0.04 0.04 17.50% 0.04
PART 4: SHREDDING
Per 25kg bag SR 8.94 15.00% 10.28 8.94 17.50% 10.50 Sale of shredded paper per bag SR 2.68 15.00% 3.08 2.68 17.50% 3.15
PART 5: INSERTING
Documents/letters into envelopes (per envelope) SR 0.03 15.00% 0.03 0.03 17.50% 0.03
NOTES
( a ) VAT rates dependant upon type of work carried out.
Bound publications, booklets, pamphlets, leaflets are zero rated Other documents are standard rated
PagePage 11 149 CLEANSING PRICING POLICY
a) To make no charge for the initial provision of a standard wheeled container for domestic waste. b)To levy a charge for special collections of bulky household furniture, excess household waste and white goods. c)To make no charge for the collection of dead pets
d)To levy charges as follows for trade waste collection so as to recover the full cost of operating the service and make a contribution to the overall costs of the refuse collection service, whilst remaining competitive with commercial operators: i)Hire of container - to recover cost plus at least 10% over a four year period, then to continue to charge a commercial rate. ii)Collection charge per container - to recover contract cost plus at least 100% and the cost of disposal. iii)Purchase of sacks and labels - contract cost for collection plus 150%, subject to a 10% discount for bulk purchases. iv)Subject to review should Cumbria County Council revise its charges for disposal. v)The Service Manager should keep charges under review and respond appropriately to changes in the commercial market in order to maintain the Council's market share.
e)To levy charges for collection of waste and hire of bins from mixed hereditaments in line with the charge for collection of trade waste, subject to an allowance equivalent to at least the contract cost of providing and collecting each week one 120 litre wheeled container or, in the case of sacks, an allowance of 25% off the full trade charge. Special rates for mixed hereditaments apply only to one collection per week. Any additional collection will be charged at the full commercial rate. f) To levy charges for outright purchase of wheeled containers, to recover the cost to the Council and make a contribution to overall cost of service. This charge to be subject to review if suppliers' prices increase. g) Landfill Tax charge payable in addition to collection cost for commercial waste. h) Landfill Tax charge included in cost for sale of orange sacks and labels used by commercial premises. i) Benefits applicable are for full Council Tax Benefit recipients only.
PagePage 150 12 CLEANSING
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: SPECIAL COLLECTIONS (domestic)
White goods Normal charge NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Benefits Recipient (i) NB 5.25 0.00% 5.25 5.25 0.00% 5.25
Bulky household furniture, excess household waste (e.g. which cannot be accommodated in the normal wheeled bin) (b) Normal charge NB 15.75 0.00% 15.75 15.75 0.00% 15.75 Benefits Recipient (i) NB 7.88 0.00% 7.88 7.88 0.00% 7.88 0.00% 0.00% Collection of TV's Normal charge NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Benefits Recipient (i) NB 5.25 0.00% 5.25 5.25 0.00% 5.25 Small amounts of DIY waste and excess garden waste, sheds, greenhouses, etc (not suitable for green sacks) Normal charge NB 27.30 0.00% 27.30 27.30 0.00% 27.30 Benefits Recipient (i) NB 13.65 0.00% 13.65 13.65 0.00% 13.65 Large amounts of DIY waste or house/garage clearances etc (minimum half an hour) - per Normal charge NB 79.80 79.80 79.80 hour 0.00% 0.00% 79.80 Benefits Recipient (i) NB 39.90 0.00% 39.90 39.90 0.00% 39.90
PART 2: TRADE REFUSE ( c ) (d)
Orange Sacks commercial premises - per 12 SR 37.32 15.00% 42.92 37.32 17.50% 43.85 commercial premises - per 26 SR 80.86 15.00% 92.99 80.86 17.50% 95.01 commercial premises - per 52 SR 161.72 15.00% 185.98 161.72 17.50% 190.02
Small Labels/Stickers each SR 1.73 15.00% 1.99 1.73 17.50% 2.03 per 12 SR 20.76 15.00% 23.87 20.76 17.50% 24.39 per 26 SR 44.98 15.00% 51.73 44.98 17.50% 52.85 per 52 SR 89.96 15.00% 103.45 89.96 17.50% 105.70 lablels to be used for recycling of paper/card only
PagePage 13 151 CLEANSING (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 3: COMMERCIAL BINS
120L Wheeled Container Hire per week SR 0.66 15.00% 0.76 0.66 17.50% 0.78 per collection (inc disposal charge) SR 1.61 15.00% 1.85 1.61 17.50% 1.89 240L Wheeled Container Hire per week SR 0.75 15.00% 0.86 0.75 17.50% 0.88 per collection (inc disposal charge) SR 3.21 15.00% 3.69 3.21 17.50% 3.77 360L Wheeled Container Hire per week SR 1.41 15.00% 1.62 1.41 17.50% 1.66 per collection (inc disposal charge) SR 4.82 15.00% 5.54 4.82 17.50% 5.66 1100L Wheeled Container Hire per week SR 3.71 15.00% 4.27 3.71 17.50% 4.36 per collection (inc disposal charge) SR 14.72 15.00% 16.93 14.72 17.50% 17.30 240L "Red Top Bins" from commercially rated premises Annual cost 0.00
Annual cost of collection and disposal SR 167.03 15.00% 192.08 167.03 17.50% 196.26 Hire per year, where applicable SR 38.89 15.00% 44.72 38.89 17.50% 45.70
Schedule 2 waste (chargeable household waste)
Sacks Schedule 2 Sacks per 12 SR 9.81 17.50% 11.53 Schedule 2 Sacks per 26 SR 21.26 17.50% 24.97 Schedule 2 Sacks per 52 SR 42.51 17.50% 49.95
120L Hire per week SR 0.66 15.00% 0.76 0.66 17.50% 0.78 per collection only SR 1.09 15.00% 1.25 1.09 17.50% 1.28 240L Hire per week SR 0.75 15.00% 0.86 0.75 17.50% 0.88 per collection only SR 2.18 15.00% 2.51 2.18 17.50% 2.56 360L Hire per week SR 1.41 15.00% 1.62 1.41 17.50% 1.66 per collection only SR 3.27 15.00% 3.76 3.27 17.50% 3.84 1100L Hire per week SR 3.71 15.00% 4.27 3.71 17.50% 4.36 per collection only SR 10.00 15.00% 11.50 10.00 17.50% 11.75
Schedule 2 waste (chargeable household waste paper collections) 120L Hire per week SR 0.66 15.00% 0.76 0.66 17.50% 0.78 per collection only. No disposal SR 0.00 15.00% 0.00 0.00 17.50% 0.00 240L Hire per week SR 0.75 15.00% 0.86 0.75 17.50% 0.88 per collection only. No disposal SR 0.00 15.00% 0.00 0.00 17.50% 0.00 360L Hire per week SR 1.41 15.00% 1.62 1.41 17.50% 1.66 per collection only. No disposal SR 0.00 15.00% 0.00 0.00 17.50% 0.00 1100L Hire per week SR 3.71 15.00% 4.27 3.71 17.50% 4.36 per collection only. No disposal SR 0.00 15.00% 0.00 0.00 17.50% 0.00
PagePage 152 14 CLEANSING (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Commercial paper Bins 120L Hire per week SR 0.66 15.00% 0.76 0.66 17.50% 0.78 per collection only no disposal SR 0.48 15.00% 0.55 0.48 17.50% 0.56 240L Hire per week SR 0.75 15.00% 0.86 0.75 17.50% 0.88 per collection only no disposal SR 0.92 15.00% 1.06 0.92 17.50% 1.08 360L Hire per week SR 1.41 15.00% 1.62 1.41 17.50% 1.66 per collection only no disposal SR 1.38 15.00% 1.59 1.38 17.50% 1.62 1100L Hire per week SR 3.71 15.00% 4.27 3.71 17.50% 4.36 per collection only no disposal SR 4.21 15.00% 4.84 4.21 17.50% 4.95
Commercial Special Collections SR N/A N/A N/A N/A
Commercial glass bins 120L Hire per week SR 0.66 15.00% 0.76 0.66 17.50% 0.78 per collection only no disposal SR 0.47 15.00% 0.54 0.47 17.50% 0.55 240L Hire per week SR 0.75 15.00% 0.86 0.75 17.50% 0.88 per collection only no disposal SR 0.94 15.00% 1.08 0.94 17.50% 1.10 360L Hire per week SR 1.41 15.00% 1.62 1.41 17.50% 1.66 per collection only no disposal SR 1.41 15.00% 1.62 1.41 17.50% 1.66 1100L Hire per week SR 3.71 15.00% 4.27 3.71 17.50% 4.36 per collection only no disposal SR 4.30 15.00% 4.95 4.30 17.50% 5.05
Commercial can Bins 120L Hire per week SR 0.66 15.00% 0.76 0.66 17.50% 0.78 per collection only no disposal SR 0.74 15.00% 0.85 0.74 17.50% 0.87 240L Hire per week SR 0.75 15.00% 0.86 0.75 17.50% 0.88 per collection only no disposal SR 1.48 15.00% 1.70 1.48 17.50% 1.74 360L Hire per week SR 1.41 15.00% 1.62 1.41 17.50% 1.66 per collection only no disposal SR 2.22 15.00% 2.55 2.22 17.50% 2.61 1100L Hire per week SR 3.71 15.00% 4.27 3.71 17.50% 4.36 per collection only no disposal SR 6.77 15.00% 7.79 6.77 17.50% 7.95
PagePage 15 153 CLEANSING (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 4: PURCHASE WHEELED BINS (f)
120 litre container each Commercial use SR 39.10 15.00% 44.97 39.10 17.50% 45.94 Domestic use NB 39.10 0.00% 39.10 39.10 0.00% 39.10 240 litre container each Commercial use SR 46.93 15.00% 53.97 46.93 17.50% 55.14 Domestic use NB 46.93 0.00% 46.93 46.93 0.00% 46.93 360 litre container each Commercial use SR 110.11 15.00% 126.63 110.11 17.50% 129.38 Domestic use NB 106.73 0.00% 106.73 106.73 0.00% 106.73 1100 litre container each Commercial use SR 391.04 15.00% 449.70 391.04 17.50% 459.47 Domestic use NB 379.06 0.00% 379.06 379.06 0.00% 379.06
PART 5: OTHER
Retrieval of shopping trolleys SR 23.27 15.00% 26.76 23.27 17.50% 27.34 Radar Keys SR 3.04 15.00% 3.50 3.04 17.50% 3.57
PagePage 154 16 ENVIRONMENTAL HEALTH - LICENCES
Pricing Policy
( a ) To levy charges for the issue of licences so as to at least meet the full cost to the Council of issuing such licences.
( b ) To levy differential charges, where appropriate, for the original issue of a licence and its subsequent renewal.
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: LICENCES - per annum (plus Veterinary Fees & Administration unless otherwise stated)
Dangerous wild animals ( + vets fees) issue NB 114.14 0.00% 114.14 120.00 0.00% 120.00 renewal NB 76.65 0.00% 76.65 80.50 0.00% 80.50
Riding establishments ( + veterinary fees) issue NB 76.65 0.00% 76.65 80.50 0.00% 80.50 renewal NB 59.85 0.00% 59.85 65.00 0.00% 65.00
Pet shops issue NB 76.65 0.00% 76.65 80.50 0.00% 80.50 renewal NB 59.85 0.00% 59.85 65.00 0.00% 65.00
Game dealers issue NB 6.51 0.00% 6.51 Repealed Repealed renewal NB 76.65 0.00% 76.65 Repealed Repealed
Animal boarding establishments issue NB 76.65 0.00% 76.65 80.50 0.00% 80.50 renewal NB 59.85 0.00% 59.85 65.00 0.00% 65.00 Animal boarding establishments-home boarding issue NB 57.00 0.00% 57.00 80.50 0.00% 80.50 renewal NB 44.00 0.00% 44.00 65.00 0.00% 65.00 Dog breeding establishments issue NB 76.65 0.00% 76.65 80.50 0.00% 80.50 renewal NB 59.85 0.00% 59.85 65.00 0.00% 65.00
Tattooing, Electrolysis, Acupuncture & Ear Piercing issue NB 76.65 0.00% 76.65 80.50 0.00% 80.50 Ear Piercing only issue NB 51.40 0.00% 51.40 54.00 0.00% 54.00
Ear Piercing only - additional person at registered premisesissue NB 22.31 0.00% 22.31 25.00 0.00% 25.00 Zoo licence (+ vet fees) issue NB 466.20 0.00% 466.20 475.55 0.00% 475.55 renewal NB 413.70 0.00% 413.70 422.00 0.00% 422.00 Transfer of Zoo licence (+ vet fees) issue NB 371.70 0.00% 371.70 379.15 0.00% 379.15 Boats (Motor boat, rowing, boat or sail boat) issue NB 21.53 0.00% 21.53 22.00 0.00% 22.00 Small craft (sailboard, windsurf, canoe or kayak) issue NB 13.39 0.00% 13.39 13.70 0.00% 13.70
PagePage 17 155 ENVIRONMENTAL HEALTH - LICENCES (Continued)
NOTES - Zoo Licence
( a ) New licence is issued for a period of 4 years and includes 24 hours inspection time over the 4 year period.
( b ) Renewed licence is issued for a period of 6 years and includes 18 hours inspection time over the 6 year period.
( c ) Fee is not refundable and must accompany application or be paid by instalments as agreed.
( d ) Additional administration or inspection time incurred by licence holder shall be recoverable on an hourly basis.
NOTE – Riding Establishments
( a ) Reduction of 50% for second establishment owned by same proprietor whose horses are used jointly.
NOTE- Pet Shops- amendment to increase species sold will be charged issue fee,
PagePage 156 18 ENVIRONMENTAL HEALTH MISCELLANEOUS CHARGES
Pricing Policy - Certificates
To levy charges for the issue of certificates so as to meet the full cost to the Council.
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
HYGIENE & FOOD CONTROL
PART 1: CERTIFICATE OF ORIGIN (a) (b) (c ) (d) per hour (minimum 1 hour) NB 45.26 0.00% 45.26 46.00 0.00% 46.00
PART 2:EXPORT CERTIFICATES (a) (b) (c ) (d) per hour (minimum 1 hour) NB 45.15 0.00% 45.15 46.00 0.00% 46.00 Stamping of certificate NB 7.88 0.00% 7.88 12.00 0.00% 12.00 Cancellation of certificate NB 15.49 0.00% 15.49 16.00 0.00% 16.00 5 or more export certificates at same visit 5th and subsequent visit NB 22.73 0.00% 22.73 23.20 0.00% 23.20
PART 3: SURRENDER OF UNSOUND FOOD (a) (b) (c )
At premises per hour (min. charge 1/2 hour) NB 37.54 0.00% 37.54 38.30 0.00% 38.30 At office NB 18.85 0.00% 18.85 19.25 0.00% 19.25
POLLUTION & NUISANCE CONTROL
PART 4: SEARCH & ENQUIRY FEES EXTERNAL:
Domestic SR 50.82 15.00% 58.44 59.60 17.50% 70.03 Commercial SR 101.64 15.00% 116.89 119.25 17.50% 140.12 Sale of business enquiry information SR 45.41 15.00% 52.22 53.30 17.50% 62.63
NOTES:
(a)Normal working hours only (b) Evenings and Saturdays plus 50% (c) Sundays and Public Holidays plus 100% (d) Costs over 2½ hours to be charged as incurred
PagePage 19 157 ENVIRONMENTAL HEALTH MISCELLANEOUS CHARGES (Continued)
PROPOSED PROPOSED
VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PEST CONTROL
Wasp nest removal SR 30.01 15.00% 34.52 41.70 17.50% 49.00 per visit normal charge , payment in advance per visit benefit recipient (b), payment in advance SR 14.53 15.00% 16.71 12.77 17.50% 15.00
Additional wasp nest at same site (per nest), payment in advance SR 15.01 15.00% 17.26 41.70 17.50% 49.00 benefit recipient, payment in advance SR 7.51 15.00% 8.64 12.77 17.50% 15.00
Treatment of all insect pests including fleas, cockroaches, bed bugs, ants, silverfish, beetles, woodlice, red spidermite (domestic premises) per visit normal charge, payment in advance SR 30.01 15.00% 34.52 41.70 17.50% 49.00 per visit benefit recipient, payment in advance SR 14.53 15.00% 16.71 12.77 17.50% 15.00
Treatment of mice normal charge, payment in advance SR 30.01 15.00% 34.52 41.70 17.50% 49.00 (initial visit includes a maximum of 2 subsequent visits) benefit recipient, payment in advance SR 15.01 15.00% 17.26 12.77 17.50% 15.00
Treatment of Rats Initial visit include a maximum of 2 subsequent visits Normal charge, payment in advance SR 14.28 15.00% 16.42 41.70 17.50% 49.00 Benefit recipient, payment in advance SR 7.14 15.00% 8.21 12.77 17.50% 15.00
Commercial Appointments
All other pests per hour (min 1 hr) SR 43.48 15.00% 50.00 50.00 17.50% 58.75
PagePage 158 20 ENVIRONMENTAL HEALTH MISCELLANEOUS CHARGES (Continued)
PROPOSED PROPOSED
VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
ANIMAL WELFARE
Stray Dogs
Stray Dogs - collected via acceptance points
1st occasion in financial year *Benefit recipient NB 30.00 0.00% 30.00 31.50 0.00% 31.50 All others NB 60.00 0.00% 60.00 63.00 0.00% 63.00 All subsequent occasions in financial year All owners including benefit recipients Basic Charge Benefit recipient NB 60.00 0.00% 60.00 63.00 0.00% 63.00
Stray Dogs - through kennels
1st occasion in financial year Basic Charge *Benefit recipient NB 25.00 0.00% 25.00 26.25 0.00% 26.25 All others NB 50.00 0.00% 50.00 52.50 0.00% 52.50 All owners including benefit recipientsBenefit Daily Suppliments recipient NB 0.00 0.00% 10.00 10.50 0.00% 10.50
All subsequent occasions in financial year o e s c ud g benefit recipientsBenefit Basic Charge recipient NB 50.00 0.00% 50.00 52.50 0.00% 52.50 g benefit Daily Suppliments recipientsBenefit NB 10.00 0.00% 10.00 10.50 0.00% 10.50
Chipped/tagged - returned directly by Warden - not taken to kennels
1st occasion in financial year per each return *Benefit recipient NB 25.00 0.00% 25.00 26.25 0.00% 26.25 per each return All others NB 50.00 0.00% 50.00 52.50 0.00% 52.50
All subsequent occasions in financial year g benefit recipientsBenefit per each return recipient NB 50.00 0.00% 50.00 52.50 0.00% 52.50
Poop scoop bags NB 0.00 0.00% 0.00 0.00 0.00% 0.00
* Full Council Tax Benefit only for reduction
PagePage 21 159 HELENA THOMPSON MUSEUM, WORKINGTON
The Helena Thompson Museum is now managed by an independent non profit body called The Workington Heritage Group and therefore the Council no longer sets the fees & charges for this establishment
PagePage 160 22 MARYPORT MARITIME MUSEUM, WORKINGTON
The Maryport Maritime Museum is now managed by an independent body called Maryport Festivals Ltd and therefore the Council no longer sets the fees & charges for this establishment
PagePage 23 161 KESWICK MUSEUM & ART GALLERY
Keswick Museum is now run is now managed by an independent company called Keswick Museum & Art Gallery Management Ltd. Therefore the Council no longer sets the fees & charges for this establishment. Entry is free, however visitors may give a small donation if they so wish. All income goes to the management company (not Allerdale).
PagePage 162 24 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: LICENCES
Hackney carriage/ private hire licences (a) (c )
Private hire
Criminal Records Bureau disclosure NB 36.00 0.00% 36.00 operator's licence (3years) NB 173.00 0.00% 173.00 173.00 0.00% 173.00 vehicle licence (annual) NB 115.00 0.00% 115.00 115.00 0.00% 115.00 vehicle licence transfer NB 47.00 0.00% 47.00 47.00 0.00% 47.00 driver's licence (grant) (1 year) NB 63.00 0.00% 63.00 63.00 0.00% 63.00 driver's licence (renewal) (1 year) NB 63.00 0.00% 63.00 63.00 0.00% 63.00
Hackney carriage vehicle licence (annual) NB 115.00 0.00% 115.00 115.00 0.00% 115.00 vehicle licence transfer NB 47.00 0.00% 47.00 47.00 0.00% 47.00 driver's licence (grant) (1 year) NB 63.00 0.00% 63.00 63.00 0.00% 63.00 driver's licence (renewal) (1 year) NB 63.00 0.00% 63.00 63.00 0.00% 63.00 stripes (per set) NB 16.00 0.00% 16.00 16.00 0.00% 16.00 single stripe NB 4.00 0.00% 4.00 4.00 0.00% 4.00
Miscellaneous hackney carriage /private hire fees vehicle age exemption (non refundable NB N/A 0.00% N/A N/A 0.00% N/A if approved NB N/A 0.00% N/A N/A 0.00% N/A replacement vehicle identification plate x2 NB 21.00 0.00% 21.00 21.00 0.00% 21.00 replacement vehicle identification plate x1 NB 10.50 0.00% 10.50 10.50 0.00% 10.50 vehicle plate fitment bracket x1 NB 10.50 0.00% 10.50 10.50 0.00% 10.50 replacement badge NB 6.00 0.00% 6.00 6.00 0.00% 6.00 duplicate paper licences NB 10.00 0.00% 10.00 10.00 0.00% 10.00 hypnotism (a) NB 157.50 0.00% 157.50 157.50 0.00% 157.50
Gaming (g)
Grant/Renewal gaming machines (b) Repealed Repealed Repealed Repealed Grant/Renewal gaming machines (all cash prizes) Repealed Repealed Repealed Repealed Grant/Renewal prize bingo (b) Repealed Repealed Repealed Repealed
Lotteries (b) (g)
Grant Licence (b) Repealed Repealed Repealed Repealed Renew Licence (b) Repealed Repealed Repealed Repealed
PagePage 25 163 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) Premises licences & club premises certificates (b) (f)
Initial Application Fee no rateable value to 4300 NB 100.00 0.00% 100.00 100.00 0.00% 100.00 4300-33000 NB 190.00 0.00% 190.00 190.00 0.00% 190.00 33001-87000 NB 315.00 0.00% 315.00 315.00 0.00% 315.00 87001-125000 NB 450.00 0.00% 450.00 450.00 0.00% 450.00 125001 + NB 935.00 0.00% 635.00 935.00 0.00% 935.00
Variation Fee no rateable value to 4300 NB 100.00 0.00% 100.00 100.00 0.00% 100.00 4300-33000 NB 190.00 0.00% 190.00 190.00 0.00% 190.00 33001-87000 NB 315.00 0.00% 315.00 315.00 0.00% 315.00 87001-125000 NB 450.00 0.00% 450.00 450.00 0.00% 450.00 125001 + NB 635.00 0.00% 635.00 635.00 0.00% 635.00
Annual Fee no rateable value to 4300 NB 70.00 0.00% 70.00 70.00 0.00% 70.00 4300-33000 NB 180.00 0.00% 180.00 180.00 0.00% 180.00 33001-87000 NB 295.00 0.00% 295.00 295.00 0.00% 295.00 87001-125000 NB 320.00 0.00% 320.00 320.00 0.00% 320.00 125001 + NB 350.00 0.00% 350.00 350.00 0.00% 350.00
PagePage 164 26 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) Permitted temporary activities , personal licences & miscellaneous (b) (f)
Section 25 (theft, loss, etc. of premises licence or summary) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 29 (application for provisional statement where premises being built, etc.) NB 315.00 0.00% 315.00 315.00 0.00% 315.00 Section 33 (notification of change of name or address) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 37 (application to vary licence to specify individual as premises supervisor) NB 23.00 0.00% 23.00 23.00 0.00% 23.00 Section 42 (application for transfer of premises licence) NB 23.00 0.00% 23.00 23.00 0.00% 23.00 Section 47 (interim authority notice following death etc. of licence holder) NB 23.00 0.00% 23.00 23.00 0.00% 23.00 Section 79 (theft, loss etc. of certificate or summary) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 82 (notification of change of name or alteration of rules of club) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 83 (1) or (2) (change of relevant registered address of club) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 100 (temporary event notice) NB 21.00 0.00% 21.00 21.00 0.00% 21.00 Section 110 (theft, loss etc. of temporary event notice) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 117 (application for a grant or renewal of personal licence) NB 37.00 0.00% 37.00 37.00 0.00% 37.00 Section 126 (theft, loss etc. of personal licence) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 127 (duty to notify change of name or address) NB 10.50 0.00% 10.50 10.50 0.00% 10.50 Section 178 (right of freeholder etc. to be notified of licensing matters) NB 21.00 0.00% 21.00 21.00 0.00% 21.00
Application for a minor variation to a premises licence or club premises certificate NB 89.00 0.00% 89.00 89.00 0.00% 89.00 Application for the mandatory alcohol condition requiring a Designated Premises Supervisor in respect of a premises licence to be disapplied NB 23.00 0.00% 23.00 23.00 0.00% 23.00
When the new fees become effective the fees currently set for gaming machines, prize bingo and lotteries will be superseded by the new fees.
PagePage 27 165 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Transitional fast-track application maximum fee Premises Type Existing casinos NB 200.00 0.00% 200.00 200.00 0.00% 200.00 New small casino NB n/a n/a n/a n/a New large casino NB n/a n/a n/a n/a Regional casino NB n/a n/a n/a n/a Bingo club NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Betting premises (excluding tracks) NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Tracks NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Family entertainment centres NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Adult gaming centre NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Transitional non-fast track application Premises Type Existing casinos NB 2,000.00 0.00% 2,000.00 2,000.00 0.00% 2,000.00 New small casino NB New large casino NB Regional casino NB Bingo club NB 1,800.00 0.00% 1,800.00 1,800.00 0.00% 1,800.00 Betting premises (excluding tracks) NB 2,200.00 0.00% 2,200.00 2,200.00 0.00% 2,200.00 Tracks NB 1,450.00 0.00% 1,450.00 1,450.00 0.00% 1,450.00 Family entertainment centres NB 1,450.00 0.00% 1,450.00 1,450.00 0.00% 1,450.00 Adult gaming centre NB 1,750.00 0.00% 1,750.00 1,750.00 0.00% 1,750.00 New application maximum fee Premises Type Existing casinos NB 5,000.00 0.00% 5,000.00 5,000.00 0.00% 5,000.00 New small casino NB 8,000.00 0.00% 8,000.00 8,000.00 0.00% 8,000.00 New large casino NB 10,000.00 0.00% 10,000.00 10,000.00 0.00% 10,000.00 Regional casino NB 15,000.00 0.00% 15,000.00 15,000.00 0.00% 15,000.00 Bingo club NB 3,500.00 0.00% 3,500.00 3,500.00 0.00% 3,500.00 Betting premises (excluding tracks) NB 3,000.00 0.00% 3,000.00 3,000.00 0.00% 3,000.00 Tracks NB 2,500.00 0.00% 2,500.00 2,500.00 0.00% 2,500.00 Family entertainment centres NB 2,000.00 0.00% 2,000.00 2,000.00 0.00% 2,000.00 Adult gaming centre NB 2,000.00 0.00% 2,000.00 2,000.00 0.00% 2,000.00 Annual fee Premises Type Existing casinos NB 3,400.00 0.00% 3,400.00 3,400.00 0.00% 3,400.00 New small casino NB 5,000.00 0.00% 5,000.00 5,000.00 0.00% 5,000.00 New large casino NB 10,000.00 0.00% 10,000.00 10,000.00 0.00% 10,000.00 Regional casino NB 15,000.00 0.00% 15,000.00 15,000.00 0.00% 15,000.00 Bingo club NB 1,350.00 0.00% 1,350.00 1,350.00 0.00% 1,350.00 Betting premises (excluding tracks) NB 750.00 0.00% 750.00 750.00 0.00% 750.00 Tracks NB 3,100.00 0.00% 3,100.00 3,100.00 0.00% 3,100.00 Family entertainment centres NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Adult gaming centre NB 1,800.00 0.00% 1,800.00 1,800.00 0.00% 1,800.00
PagePage 166 28 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Application to vary Existing casinos NB 2,000.00 0.00% 2,000.00 2,000.00 0.00% 2,000.00 Small casinos NB 2,700.00 0.00% 2,700.00 2,700.00 0.00% 2,700.00 Large casinos NB 3,200.00 0.00% 3,200.00 3,200.00 0.00% 3,200.00 Regional casinos NB 8,250.00 0.00% 8,250.00 8,250.00 0.00% 8,250.00 Bingo Clubs NB 1,800.00 0.00% 1,800.00 1,800.00 0.00% 1,800.00 Betting premises (excluding tracks) NB 2,200.00 0.00% 2,200.00 2,200.00 0.00% 2,200.00 Race tracks NB 1,450.00 0.00% 1,450.00 1,450.00 0.00% 1,450.00 Family Entertainment Centres NB 1,450.00 0.00% 1,450.00 1,450.00 0.00% 1,450.00 Adult Gaming Centres NB 1,750.00 0.00% 1,750.00 1,750.00 0.00% 1,750.00
Application to transfer Existing casinos NB 1,350.00 0.00% 1,350.00 1,350.00 0.00% 1,350.00 Small casinos NB 1,800.00 0.00% 1,800.00 1,800.00 0.00% 1,800.00 Large casinos NB 2,150.00 0.00% 2,150.00 2,150.00 0.00% 2,150.00 Regional casinos NB 6,500.00 0.00% 6,500.00 6,500.00 0.00% 6,500.00 Bingo Clubs NB 1,200.00 0.00% 1,200.00 1,200.00 0.00% 1,200.00 Betting premises (excluding tracks) NB 1,500.00 0.00% 1,500.00 1,500.00 0.00% 1,500.00 Race tracks NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Family Entertainment Centres NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Adult Gaming Centres NB 1,200.00 0.00% 1,200.00 1,200.00 0.00% 1,200.00
Application for Re-instatement Existing casinos NB 1,350.00 0.00% 1,350.00 1,350.00 0.00% 1,350.00 Small casinos NB 1,800.00 0.00% 1,800.00 1,800.00 0.00% 1,800.00 Large casinos NB 2,150.00 0.00% 2,150.00 2,150.00 0.00% 2,150.00 Regional casinos NB 6,500.00 0.00% 6,500.00 6,500.00 0.00% 6,500.00 Bingo Clubs NB 1,200.00 0.00% 1,200.00 1,200.00 0.00% 1,200.00 Betting premises (excluding tracks) NB 1,500.00 0.00% 1,500.00 1,500.00 0.00% 1,500.00 Race tracks NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Family Entertainment Centres NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Adult Gaming Centres NB 1,200.00 0.00% 1,200.00 1,200.00 0.00% 1,200.00
Application for provisional statement Existing casinos NB 2,700.00 0.00% 2,700.00 2,700.00 0.00% 2,700.00 Small casinos NB 3,600.00 0.00% 3,600.00 3,600.00 0.00% 3,600.00 Large casinos NB 4,250.00 0.00% 4,250.00 4,250.00 0.00% 4,250.00 Regional casinos NB 11,000.00 0.00% 11,000.00 11,000.00 0.00% 11,000.00 Bingo Clubs NB 2,400.00 0.00% 2,400.00 2,400.00 0.00% 2,400.00 Betting premises (excluding tracks) NB 2,950.00 0.00% 2,950.00 2,950.00 0.00% 2,950.00 Race tracks NB 1,900.00 0.00% 1,900.00 1,900.00 0.00% 1,900.00 Family Entertainment Centres NB 1,900.00 0.00% 1,900.00 1,900.00 0.00% 1,900.00 Adult Gaming Centres NB 2,300.00 0.00% 2,300.00 2,300.00 0.00% 2,300.00
PagePage 29 167 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Existing casinos NB 1,350.00 0.00% 1,350.00 1,350.00 0.00% 1,350.00 Small casinos NB 1,800.00 0.00% 1,800.00 1,800.00 0.00% 1,800.00 Large casinos NB 2,150.00 0.00% 2,150.00 2,150.00 0.00% 2,150.00 Regional casinos NB 6,500.00 0.00% 6,500.00 6,500.00 0.00% 6,500.00 Bingo Clubs NB 1,200.00 0.00% 1,200.00 1,200.00 0.00% 1,200.00 Betting premises (excluding tracks) NB 1,500.00 0.00% 1,500.00 1,500.00 0.00% 1,500.00 Race tracks NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Family Entertainment Centres NB 950.00 0.00% 950.00 950.00 0.00% 950.00 Adult Gaming Centres NB 1,200.00 0.00% 1,200.00 1,200.00 0.00% 1,200.00
Copy licence Existing casinos NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Small casinos NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Large casinos NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Regional casinos NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Bingo Clubs NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Betting premises (excluding tracks) NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Race tracks NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Family Entertainment Centres NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Adult Gaming Centres NB 25.00 0.00% 25.00 25.00 0.00% 25.00
Notification of change Existing casinos NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Small casinos NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Large casinos NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Regional casinos NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Bingo Clubs NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Betting premises (excluding tracks) NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Race tracks NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Family Entertainment Centres NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Adult Gaming Centres NB 50.00 0.00% 50.00 50.00 0.00% 50.00
New Applications Permit Type FEC Gaming Machine NB 280.00 0.00% 280.00 280.00 0.00% 280.00 Small Society Lottery NB 40.00 0.00% 40.00 40.00 0.00% 40.00 Club Gaming NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Club Gaming Machine NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Licensed Premises Notification (2 machines or less) NB 50.00 0.00% 50.00 50.00 0.00% 50.00 Licensed Premises Gaming Machine (more than 2 machines) NB 150.00 0.00% 150.00 150.00 0.00% 150.00 Prize Gaming NB 270.00 0.00% 270.00 270.00 0.00% 270.00
PagePage 168 30 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Annual maintenance Permit Type FEC Gaming Machine NB n/a n/a n/a n/a Small Society Lottery NB 20.00 0.00% 20.00 20.00 0.00% 20.00 Club Gaming NB 40.00 0.00% 40.00 40.00 0.00% 40.00 Club Gaming Machine NB 40.00 0.00% 40.00 40.00 0.00% 40.00 Licensed Premises Notification (2 machines or less) NB n/a n/a n/a n/a Licensed Premises Gaming Machine (more than 2 machines) NB n/a n/a n/a n/a Prize Gaming NB 100.00 0.00% 100.00 100.00 0.00% 100.00
Renewal Permit Type FEC Gaming Machine NB 280.00 0.00% 280.00 280.00 0.00% 280.00 Small Society Lottery NB n/a n/a n/a n/a Club Gaming NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Club Gaming Machine NB 200.00 0.00% 200.00 200.00 0.00% 200.00 Licensed Premises Notification (2 machines or less) NB n/a n/a n/a n/a Licensed Premises Gaming Machine (more than 2 machines) NB n/a n/a n/a n/a Prize Gaming NB 100.00 0.00% 100.00 100.00 0.00% 100.00
Fast track (Clubs) Permit Type FEC Gaming Machine NB n/a n/a n/a n/a Small Society Lottery NB n/a n/a n/a n/a Club Gaming NB 180.00 0.00% 180.00 180.00 0.00% 180.00 Club Gaming Machine NB 180.00 0.00% 180.00 180.00 0.00% 180.00 Licensed Premises Notification (2 machines or less) NB n/a n/a n/a n/a Licensed Premises Gaming Machine (more than 2 machines) NB n/a n/a n/a n/a Prize Gaming NB n/a n/a n/a n/a
Transitional application fee Permit Type FEC Gaming Machine NB 70.00 0.00% 70.00 70.00 0.00% 70.00 Small Society Lottery NB n/a n/a n/a n/a Club Gaming NB 70.00 0.00% 70.00 70.00 0.00% 70.00 Club Gaming Machine NB 70.00 0.00% 70.00 70.00 0.00% 70.00 Licensed Premises Notification (2 machines or less) NB n/a n/a n/a n/a Licensed Premises Gaming Machine (more than 2 machines) NB 70.00 0.00% 70.00 70.00 0.00% 70.00 Prize Gaming NB 70.00 0.00% 70.00 70.00 0.00% 70.00
PagePage 31 169 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Change of name FEC Permits NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Club Gaming and Club Gaming Machine Permits NB n/a n/a n/a n/a Licensed Premises Gaming Machine Permits NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Prize Gaming Permits NB 25.00 0.00% 25.00 25.00 0.00% 25.00
Copy of permit FEC Permits NB 15.00 0.00% 15.00 15.00 0.00% 15.00 Club Gaming and Club Gaming Machine Permits NB 15.00 0.00% 15.00 15.00 0.00% 15.00 Licensed Premises Gaming Machine Permits NB 15.00 0.00% 15.00 15.00 0.00% 15.00 Prize Gaming Permits NB 15.00 0.00% 15.00 15.00 0.00% 15.00
Variation FEC Permits NB n/a n/a n/a n/a Club Gaming and Club Gaming Machine Permits NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Licensed Premises Gaming Machine Permits NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Prize Gaming Permits NB n/a n/a n/a n/a
Transfer FEC Permits NB n/a n/a n/a n/a Club Gaming and Club Gaming Machine Permits NB n/a n/a n/a n/a Licensed Premises Gaming Machine Permits NB 25.00 0.00% 25.00 25.00 0.00% 25.00 Prize Gaming Permits NB n/a n/a n/a n/a
PagePage 170 32 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
Proposed PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) PART 2: LAND CHARGES (LAN)
Combined full search (LLC1 and CON29) NB 90.00 0.00% 90.00 90.00 0.00% 90.00 LLC1 only NB 10.00 0.00% 10.00 10.00 0.00% 10.00 con 29 part 2 enquiries numbers 4-21 NB 11.00 0.00% 11.00 11.00 0.00% 11.00 con 29 part 2 enquiry no.22 NB 15.00 0.00% 15.00 15.00 0.00% 15.00 additional parcel of land NB 15.00 0.00% 15.00 15.00 0.00% 15.00 additional parcel of land submitted with LLC1 only NB 2.00 0.00% 2.00 2.00 0.00% 2.00 solicitors own enquiry NB 15.00 0.00% 15.00 15.00 0.00% 15.00 copy of Land Charge Documents eg S106, TPOs etc NB 15.00 0.00% 15.00 15.00 0.00% 15.00 Personal Search fee NB 22.00 0.00% 22.00
PART 3: SALE OF DOCUMENTS minutes (per copy) NB 17.73 0.00% 17.73 17.73 0.00% 17.73 agendas (per full copy) NB 17.73 0.00% 17.73 17.73 0.00% 17.73 report (per copy) per A4 page up to 200 sheets NB 0.63 0.00% 0.63 0.63 0.00% 0.63 closing order NB 100.00 0.00% 100.00 100.00 0.00% 100.00
PART 4: ELECTORAL REGISTRATION electoral register (b) data form NB 20.00 0.00% 20.00 20.00 0.00% 20.00 + per thousand names or part of NB 1.50 0.00% 1.50 1.50 0.00% 1.50 electoral register (b) printed form - property labels NB 10.00 0.00% 10.00 10.00 0.00% 10.00 + per thousand names or part of NB 5.00 0.00% 5.00 5.00 0.00% 5.00 certificate of registration NB 10.00 0.00% 10.00 10.00 0.00% 10.00
PagePage 33 171 LICENCES/LAND CHARGES & MISC. DOCUMENT SALES (Continued)
NOTES:
(a) To apply from 1st April 2009 until 31st March 2010 inclusive
(b) Statutory Charge.
(c) Pro-rata refund towards cost of new vehicle licence if vehicle changes during current year. £5 per month deduction for every full month remaining of current licence.
(d) If the premises are used exclusively or primarily for the supply of alcohol for consumption on the premises, (premises licences only) for band D premises, the fee is two times the amount.
(e) If the premises are used exclusively or primarily for the supply of alcohol for consumption on the premises, (premises licences only) for band E premises, the fee is two times the amount.
(f) For regulated entertainment only, no fee shall be payable by schools or colleges, church/chapel hall premises or village hall/parish halls or similar. A fee is required if the use of the premises is for the supply of alcohol or the provision of late night refreshment.
PagePage 172 34 MARKETS
The Municipal Markets established and operated under the auspices of the Borough Council, as the Local Market Authority, are to be managed and operatedon the Council’s behalf by an approved commercial partner, in keeping with the principles of Best Value.
The role of the Operator is to seek to preserve, enhance and develop existing Markets, and to identify and develop alternativeand additional Market opportunities with the Borough.
The purpose of the partnership is to retain and enhance alternative trading and economic opportunity within the Borough for small traders and local producers, and local communities to enhance the economy and interest of the towns of Allerdale.
A principle objective of the partnership is to restore the viability of the Council’s depleted Markets by a variety of measures which will include development, promotion and pricing.
Notes
(1) The partner shall, with the prior written agreement of the Council, be permitted to determine Market rents for each of the Borough Council’s Marketsin accordance with the Council’s objectives of securing Markets as a viable alternative local economic opportunity, as he determines is necessary to achieve that objective on a Market by Market basis.
(2) Provided that consultation and agreement has occurred, the Operator may charge any level of agreed stall rental or pitch for each Council Market separately upon a sliding scale which shall be between £0.00 and £5.00 per linear foot of stall frontage.
(3) In the absence of any recommendation by the Operator, or approval by the Council, the above charges shall apply for stalls up to 12 foot on any market.
Pricing Policy a) To seek to maximise market occupancy and viability. b) To determine charges separately for each Market. c) To determine higher rates of charge for Casual as opposed to Regular traders compatible with the level of occupancy of each Market.
PagePage 35 173 MARKETS (Continued)
Summer Summer Winter Winter Summer Summer Winter Winter PROPOSED PROPOSED PROPOSED PROPOSED VAT VAT % Fee Price Fee Price VAT % Fee Price Fee Price CATEGORY 2009/10 2009/10 2009/10 2009/10 2010/11 2010/11 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: WORKINGTON Wednesday & Saturday ( c ) (d) (g) (h)
Using Own Stall (a) Regular (per metre) EX 0.00% 5.50 5.50 5.50 5.50 0.00% 5.50 5.50 5.50 5.50 Casual (per metre) EX 0.00% 5.50 5.50 5.50 5.50 0.00% 5.50 5.50 5.50 5.50 Using Provided Stall Regular (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Casual (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A
PART 2: KESWICK ( c ) (d) (f) (g) (h) Saturday Market Using Provided Stall Regular EX 0.00% 28.50 28.50 28.50 28.50 0.00% 28.50 28.50 28.50 28.50 Casual EX 0.00% 33.60 33.60 33.60 33.60 0.00% 33.60 33.60 33.60 33.60 Thursday Market Using Provided Stall Regular 0.00% 18.15 18.15 18.15 18.15 0.00% 18.15 18.15 18.15 18.15 Casual 0.00% 18.15 18.15 18.15 18.15 0.00% 18.15 18.15 18.15 18.15 Using Own Stall (a) Regular EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Casual EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A
PART 3: COCKERMOUTH ( c ) (d) (g) (h)
Using Own Stall Regular (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Casual (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Fairs EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Restricted Trading days (e) Regular (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Casual (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A
PART 4: MARYPORT ( c ) (d) (g) (h)
Using Own Stall Regular (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Casual (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A
Page Page174 36 MARKETS (Continued)
Summer Summer Winter Winter Summer Summer Winter Winter PROPOSED PROPOSED PROPOSED PROPOSED VAT VAT % Fee Price Fee Price VAT % Fee Price Fee Price CATEGORY 2009/10 2009/10 2009/10 2009/10 2010/11 2010/11 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 5: WIGTON (OUTDOOR) ( c ) (d) (g) (h)
Using Own Stall Regular (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A Casual (per metre) EX 0.00% N/A N/A N/A N/A 0.00% N/A N/A N/A N/A
PART 6: WIGTON (INDOOR) ( c ) (d) (g) (h)
Using Allerdale Table Per Table Regular (per metre) EX 0.00% 1.89 1.89 1.89 1.89 0.00% 1.89 1.89 1.89 1.89 Casual (per metre) EX 0.00% 1.89 1.89 1.89 1.89 0.00% 1.89 1.89 1.89 1.89 Each Additional Metre Regular EX 0.00% 2.21 2.21 2.21 2.21 0.00% 2.21 2.21 2.21 2.21 Casual EX 0.00% 2.21 2.21 2.21 2.21 0.00% 2.21 2.21 2.21 2.21 Shop Regular EX 0.00% 17.50 17.50 17.50 17.50 0.00% 17.50 17.50 17.50 17.50 Casual EX 0.00% 17.50 17.50 17.50 17.50 0.00% 17.50 17.50 17.50 17.50
PART 7: SILLOTH - Thursday & Sunday
Regular (per metre) EX 0.00% 5.50 5.50 5.50 5.50 0.00% 5.50 5.50 5.50 5.50 Casual (per metre) EX 0.00% 5.50 5.50 5.50 5.50 0.00% 5.50 5.50 5.50 5.50
PART 8: EXHIBITIONS - vans per day EX 0.00% 28.88 28.88 28.88 28.88 0.00% 28.88 28.88 28.88 28.88
PagePage 37 175 MARKETS (Continued)
Notes
( a ) Traders for whom a ‘provided’ Stall is not available.
( b ) Summer - 1st April (or Saturday prior to Good Friday if earlier) to 30th September. Winter - 1st October to 31st March (or Friday prior to Good Friday if earlier).
( c ) Stall space - Indoor (Wigton): Shop 2.8 Metres; Table 2.2 Metres (or more by agreement). Outdoor (All Markets): Using frontage up to 3.3 Metres'.
( d ) Width of stalls up to 2.2 Metres - traders with own stalls whose width exceeds this may be surcharged i.e. 3.3 Metres by 3.3 Metres surcharge 50%, others by measurement. ( ) pp y g y problems, pending resolution of Market status () p p g are permitted.
( g ) The Market Operator may vary rates during the course of the trading year to meet Market conditions with the expressed agreement of the Council
( h ) If municipal Markets are contracted out to a private operating partner, the rates applicable to each market shall be determined by the operator subject to his investment and the terms of contract with the Markets Authority to reflect development and usage on each market
Page Page176 38 PARKS & RECREATION GROUNDS
All income from Fees & Charges accrues to the contractor, therefore, the council no longer set the fees & charges for this facility
PagePage 39 177 PLANNING DOCUMENTS
Pricing Policy
( a )To issue free of charge, or at a nominal charge, documents produced for the purpose of actively informing the public.
( b ) To make a charge equivalent to marginal cost for copies of documents held passively for public information.
( c ) To make a commercial charge which more than covers the full costs for supplying information held primarily for public consumption.
( d ) Postage will be charged in addition.
PROPOSED PROPOSED VAT Price VAT Price Price VAT % Price CATEGORY 2009/10 % 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Sale of O.S. Maps ZR 21.00 0.00% 21.00 23.00 0.00% 23.00 For Planning & Building Regulation applications - 6 A4 copies Each additional copy ZR 1.25 0.00% 1.25 1.50 0.00% 1.50
For land/property searches/judicial/statutory inquiries as evidence A4 per copy ZR 17.00 0.00% 17.00 19.00 0.00% 19.00 Each additional copy ZR 1.25 0.00% 1.25 1.50 0.00% 1.50
Copy Decision Notices SR 10.43 15.00% 12.00 10.21 17.50% 12.00
Photocopying A4 per sheet SR 0.17 15.00% 0.20 0.17 17.50% 0.20 A3 per sheet SR 0.44 15.00% 0.50 0.43 17.50% 0.51
Plan Copies
A2 black and white SR 3.70 15.00% 4.25 3.83 17.50% 4.50 A1 black and white SR 5.44 15.00% 6.25 5.53 17.50% 6.50 A0 black and white SR 6.74 15.00% 7.75 6.81 17.50% 8.00 A2 Colour SR 9.13 15.00% 10.50 9.36 17.50% 11.00 A1 Colour SR 13.48 15.00% 15.50 13.62 17.50% 16.00 A0 Colour SR 18.04 15.00% 20.75 18.72 17.50% 22.00
Research enquiries minimum SR 10.87 15.00% 12.50 12.77 17.50% 15.00
Allerdale Local Plan ZR 0.00 0.00% 0.00 0.00 0.00% 0.00
LOCAL PLAN MAPS
Proposals SR 5.38 15.00% 6.19 5.11 17.50% 6.00 Workington Inset SR 5.38 15.00% 6.19 5.11 17.50% 6.00 Cockermouth/Maryport/Wigton/Silloth/Aspatria/Inset (each) SR 3.59 15.00% 4.13 3.40 17.50% 4.00 All other A4 insets SR 1.35 15.00% 1.55 1.28 17.50% 1.50 Alterations to Local Plan SR By Quotation 15.00% By Quotation By Quotation 17.50% By Quotation Interim Housing Policy SR 4.49 15.00% 5.16 N/A 17.50% N/A
Page 178 PRIVATE DRINKING WATER SUPPLIES
Pricing Policy – Private Drinking Water Supplies
In accordance with the Private Drinking Water Supplies Regulations 1991, a fee to be charged for sampling of private drinking water supplies per occasion, per premise. This is to recover the cost to the Council, officer time, travel and administration costs. The cost of the analytical fees are to be charged in addition to this £50.00 fee.
VAT Price Price Price Price CATEGORY 2009/10 VAT % 2009/10 2010/11 VAT % 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
Copy of register entry NB 6.00 0.00% 6.00 6.00 0.00% 6.00
Sampling charge NB 50.00 0.00% 50.00 50.00 0.00% 50.00 per occasion per premise
Analytical fees in addition as per Regulations
PagePage 41 179 PUBLIC OFFICES
Pricing Policy
To make charges for hire of public offices which meet the full costs of making such offices available, including heat, light, cleaning and staffing.
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
PART 1: ROOM HIRE (a)(b)
Commercial & Public Bodies (minimum charge 3 hours)
Large Meeting Rooms (per hour) EX 14.00 0.00% 14.00 15.00 0.00% 15.00 Small Meeting Rooms (per hour) EX 7.00 0.00% 7.00 8.00 0.00% 8.00
Non Commercial & Private Persons
Large Meeting Rooms (per hour) EX 8.00 0.00% 8.00 10.00 0.00% 10.00 Small Meeting Rooms (per hour) EX 5.00 0.00% 5.00 6.00 0.00% 6.00
PART 2: EXHIBITIONS (normal opening hours only)
Large Meeting Room per day EX 46.20 0.00% 46.20 60.00 0.00% 60.00 Plus 10% of gross sales
PART 3: CARETAKER (a)
Call-out fee Per Hour + (Minimum Charge 2 Hours) EX 8.00 0.00% 8.00 10.00 0.00% 10.00 Evenings and Saturdays (per hour) EX 10.50 0.00% 10.50 15.00 0.00% 15.00 Sundays and Bank Holidays (per hour) EX 14.00 0.00% 14.00 17.00 0.00% 17.00
PART 4: BILLING FOR USE OF PUBLIC OFFICES per invoice ( c ) EX 15.75 0.00% 15.75 17.00 0.00% 17.00
PART 6: PHOTOCOPYING FROM AREA OFFICES
A4 per copy SR 0.09 15.00% 0.10 0.09 17.50% 0.10 A3 per copy SR 0.16 15.00% 0.18 0.17 17.50% 0.20
NOTES:
( a ) Excess Charges are based on when the Caretaker is called out due to failure of hirer to arrive or leave on time, together with an administrative charge
PagePage 180 42 RENOVATION, DISABLED FACILITIES & HOME REPAIR ASSISTANCE PROFESSIONAL SERVICE CHARGES
Pricing policy
To levy charges for the provision of professional, technical and administrative services to owner occupiers undertaking work to their houses funded by grant awarded in accordance with the provisions of the Housing Grants Construction and Regeneration Act 1996 for Disabled Facilities grants and The Regulatory Reform (Housing Assistance) Order 2002 for Renovation & Home Repair Assistance grants.
PROPOSED VAT VAT % Price VAT % Price CATEGORY 2009/10 2010/11
PART 1: DISABLED FACILITIES GRANTS
* Percentage of grant* Basic fee EX 0.00% 8.00% 0.00% 8.00% Additional Services Fee EX 0.00% 8.00% 0.00% 8.00%
PART 2: RENOVATION & HOME REPAIR ASSISTANCE
* Percentage of grant* Basic Fee (a) SR 15.00% 8.00% 17.50% 8.00%
Note
( a ) Subject to a minimum of £50 and a maximum where the maximum grant level would be exceeded
PagePage 43 181 PRICING POLICY FOR SPORTS & LEISURE FACILITIES
The facilities at Cockermouth, Workington and Keswick are now operated by Carlisle Leisure Ltd under a new partnership arrangement with the Council. Carlisle Leisure Ltd are now free to set the fees and charges for those facilities. Prices can be obtained by contacting Carlisle Leisure Ltd on the following numbers:-
Cockermouth Leisure Centre & Pool - 01900 823596
Workington Leisure Centre & Pool - 01900 61771
Keswick Leisure Pool - 017687 72760
PagePage 182 44 STREET TRADING CONSENTS
( a ) To levy charges for street trading consents which take account of the charges payable to the Council by outdoor market traders in the same area, such charges to be determined on a pro-rata hourly basis where the hours specified in the consent are less than a normal day.
( b ) To allow a 50% reduction in the charge so determined in the respect of non-profit making organisations.
( c ) The charges are to be reviewed on a 3 yearly basis.
PagePage 45 183 STREET TRADING CONSENTS (Continued)
PROPOSED PROPOSED VAT Price VAT % Price Price VAT % Price CATEGORY 2009/10 2009/10 2010/11 2010/11 (EXC VAT) (INC VAT) (EXC VAT) (INC VAT)
CONSENT TO TRADE IN DESIGNATED STREET (a) (b) (c ) (d) (e)
Profit making organisation
The Hub regular - per day NB 75.00 0.00% 75.00 75.00 0.00% 75.00 occasional - per day NB 100.00 0.00% 100.00 100.00 0.00% 100.00
New Town Centre Area regular - per day NB 40.00 0.00% 40.00 40.00 0.00% 40.00 occasional - per day NB 60.00 0.00% 60.00 60.00 0.00% 60.00 Excluding New Town Centre Area regular - per day NB 30.00 0.00% 30.00 30.00 0.00% 30.00 occasional - per day NB 45.00 0.00% 45.00 45.00 0.00% 45.00 All other areas regular - per day NB 25.00 0.00% 25.00 25.00 0.00% 25.00 occasional - per day NB 37.50 0.00% 37.50 37.50 0.00% 37.50
Non profit making organisation
The Hub regular - per day NB 30.00 0.00% 30.00 30.00 0.00% 30.00 occasional - per day NB 45.00 0.00% 45.00 45.00 0.00% 45.00 New Town Centre Area regular - per day NB 15.00 0.00% 15.00 15.00 0.00% 15.00 occasional - per day NB 22.50 0.00% 22.50 22.50 0.00% 22.50 Excluding New Town Centre Area regular - per day NB 15.00 0.00% 15.00 15.00 0.00% 15.00 occasional - per day NB 22.50 0.00% 22.50 22.50 0.00% 22.50 All other areas regular - per day NB 12.50 0.00% 12.50 12.50 0.00% 12.50 occasional - per day NB 18.75 0.00% 18.75 18.75 0.00% 18.75
PagePage 184 46 STREET TRADING CONSENTS (Continued)
NOTES:
( a ) Occasional is defined as once per year or less, regular as twice per year or more.
( b ) Charges are subject to statutory consultation.
( c ) Appropriate fee must accompany application and is not refundable unless consent is surrendered or revoked.
( d ) A fee is charged to Cumberland Newspapers for the sole purpose of selling newspapers, the fee to be equivalent to the administrative cost incurred in dealing with the consent – charge £125.00 per year.
( e ) Charges to be determined on a pro-rata hourly basis where the hours specified in the consent are less than a normal day.
( f ) The above fees would need to be agreed as Market fees before statutory consultation.
PagePage 47 185 This page is intentionally left blank
Page 186 Agenda Item 14
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Hackney Carriage Table of Fares 2010
The following recommendation has been referred to Council by the Licensing Committee held on the 27 January 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree to vary the fares as set out below;
Distance (Tariff 1)
If the distance does not exceed 1.6 kilometres (1 mile) for the whole distance 260 PENCE
If the distance exceeds 1.6 kilometres (1 mile) for the first 1.6 kilometres (1 mile) 260 PENCE
For each subsequent 0.32 kilometres (1/5th of a mile) or uncompleted part thereof 36 PENCE
Waiting Time
For each period of three minutes or uncompleted part thereof 36 PENCE
Extra Charges
(Tariff 2) For hiring commenced between Midnight and 6.00am Plus 50% OF THE ABOVE FARE
(Tariff 3) All day on Bank and Public Holidays and to 4.00a.m. on the day following. Hirings commenced between 6.00pm and Midnight on Christmas Eve, Boxing Day and New Years Eve (providing that if the 26 December falls on a weekend day, any bank holiday awarded in lieu would be included in Tariff 1. Plus 75% OF THE ABOVE FARE
(Tariff 4) Christmas Day and New Year’s Day Plus 100% OF THE ABOVE FARE
Page 187
For each article of luggage conveyed outside the 15 PENCE passenger compartment or the carriage for the whole distance
For each person in excess of two 50 PENCE
Fouling Charge £50.00
***** The above rates of fare are applicable only to:
1. Journeys taken entirely within the Borough of Allerdale
2. Journeys ending outside the Borough of Allerdale where no fare or rate is agreed in advance of such journeys between the hirer and the driver.
*****
S Beattie Democratic Services Manager
Page 188 Allerdale Borough Council
Licensing Committee - 27 January 2010
Regulation and Control of Hackney Carriage Table of Fares Motor Propelled Hackney Carriage
The Subject of the Decision To present the current table of fares for the Committee to review and give consideration to a variation of these fares
The Reason for the Decision For the annual consideration of the table of fares in conjunction with the trade
Recommendation As contained within paragraph 5 of the report
Climate Change/Environmental None Implications
Community Safety Implications None
Financial/Resource Implications Advertisement costs to the council if amendments to the table of fares
Human Rights Implications None
Employment Implications None
Health & Safety and Risk None Management Implications
Data Quality Implications None
Equality Impact Assessment No completed
Wards Affected All
The Contribution this Decision would N/A make to the Council’s Key Aims
Portfolio Holder Councillor R. Munby
Lead Member of Staff Gillian Collinson Land Charges & Licensing Services Manager Tel: 01900 702692 Email: [email protected]
(A detailed list of implications is appended to the report)
Page 189 1.0 Introduction
1.1 The last variation of the table of fares by this Authority was on 1st April, 2009. Alterations were made to Tariff 3 namely to extend Tariff 3 to 4am on the day following Bank and Public Holidays. The current table of fares for Hackney Carriage vehicles is as follows:-
Distance (Tariff 1)
If the distance does not exceed 1.6 kilometres (1 mile) for the whole distance 260 PENCE
If the distance exceeds 1.6 kilometres (1 mile) for the first 1.6 kilometres (1 mile) 260 PENCE
For each subsequent 0.32 kilometres (1/5th of a mile) or uncompleted part thereof 36 PENCE
Waiting Time
For each period of three minutes or uncompleted part thereof 36 PENCE
Extra Charges
(Tariff 2) For hiring commenced between Midnight and 6.00am Plus 50% OF THE ABOVE FARE
(Tariff 3) All day on Bank and Public Holidays and to 4.00a.m. on the day following. Hirings commenced between 6.00pm and Midnight on Christmas Eve and New Years Eve Plus 75% OF THE ABOVE FARE
(Tariff 4) Christmas Day and New Year’s Day Plus 100% OF THE ABOVE FARE
For each article of luggage conveyed outside the passenger compartment or the carriage for the whole distance 15 PENCE
For each person in excess of two 50 PENCE
Fouling Charge £50.00
***** The above rates of fare are applicable only to:
1. Journeys taken entirely within the Borough of Allerdale
2. Journeys ending outside the Borough of Allerdale where no fare or rate is agreed in advance of such journeys between the hirer and the driver.
*****
Page 190 2.0 Background Information
2.1 The table of fares are reviewed on an annual basis. For Members information the previous years amendments have been as follows: -
i) 10/3/99 increase from £1.60 to £1.80 for 1st mile increase from 26 pence to 30 pence for each 1/5th of a mile. increase in 3 minute waiting charge from 32 to 35 pence.
ii) 23/2/2000 increase from £1.80 to £2.00 for 1st mile increase from 30 pence to 32 pence for each 1/5th of a mile (members originally recommended that Tariff 2 commence at 11pm. However this was amended to midnight at full Council on 12th January 2000).
iii) 01/04/2002 increase from £2.00 to £2.20 for 1st mile increase from 32 pence to 36 pence for each 1/5th of a mile increase in 3 minute waiting charge from 35 to 36 pence fouling charge increased from £25 to £50.
(iv) 01/04/2003 Licensing Committee recommended an increase but was not accepted by Full Council. The tariff remained unchanged.
(v) 01/04/2004 Only Tariff 3 amended to include between 6.00 p.m. and Midnight on Christmas Eve and New Years Eve.
(vi) 01/04/2005 Increase of Tariff 1 from £2.20 to £2.40 for 1st mile.
(vii) 01/04/2006 No change.
(viii) 01/04/2007 Increase of Tariff 1 from £2.40 to £2.60 for 1st mile. For each person in excess of two from 25p to 50p.
(ix) 01/04/2008 No change.
(x) 01/04/2009 Tariff 3 amended as per paragraph 1.1
3.0 Responses from the Trade
3.1 Observations have been invited from the Trade and two responses were received.
a) Mr Sparks – In answer to your request I definitely believe a substantial increase is required this year. Running costs dictate that the distance should be lifted to 300 pence. Waiting time should be lifted to 40 pence for every three minutes. With the inevitable yearly increases in minimum wage 36 pence does not leave enough to sit the vehicle legally on a public highway. Luggage and extra person are fine as it is almost impossible to convince the people in this Borough, we can legally charge extras.
Fouling can stay at £50 because we can still negotiate a mini valet for that price and it would be an impossible task to pursue any loss of earnings due to vehicle down time.
Page 191
b) Mr. Irving – It is my opinion that the Table of Fares should remain the same other than for the night rate. It might be agreed that in most every work place, after 10.00p.m. is considered night shift. Therefore could we start Tariff 2 at 11.00 p.m. which would be in line with neighbouring Copeland?
4.0 Licensing Manager’s Comments
4.1 Difficulties were experienced over the festive period of 2009 as the trade required clarification on whether Tariff 3 was to be charged on Boxing Day (falling on a Saturday) or the following Monday (28 December) which was a Bank Holiday given in lieu of Boxing Day. In the table of fares Tariff 3 refers to Bank and Public Holidays. The advice given to the trade was that tariff 3 should be charged on the Monday. However, the Committee may wish to consider amending the wording in Tariff 3 and naming Boxing Day. This will avoid confusion in the future for the trade and the public particularly as a similar situation will arise in 2010 and 2011.
4.2 A further day causing confusion every year is Easter Sunday. This is neither a Bank nor Public Holiday. The committee may wish to give consideration to whether this should named as attracting an additional tariff to tariff 1.
5.0 Recommendation
5.1 Members are asked to consider the current table of fares taking into consideration the following:
a) The responses from the Trade to the consultation. b) For Members information the vehicle and drivers licence fees are currently £115.00 and £63.00 respectively. At the writing of this report it is not known whether fees will be increased in 2010/11. c) Licensing Manager’s comments re Boxing Day and Easter Sunday.
5.2 The table of fares are fixed in accordance with Section 65(1) of the Local Government (Miscellaneous Provisions) Act 1976. If Members agree to vary the fares subject to confirmation from Full Council this must be published in at least one newspaper circulating in the Borough. Following the publication of such Notice, the new Table of Fares shall come into operation on 1st April 2010 provided no objections are received.
G COLLINSON LAND CHARGES AND LICENSING SERVICES MANAGER
Lic27Jan10-TableofFares.gc 15th January, 2010
Page 192 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial N Leisure Y Legal N Tourism Y Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement Y Environmental/sustainability N Transport Y Environmental/visual N Asset Management N Health N Health & Safety N
Is this a statutory recommendation? No
Is this a key decision? No
If this is a key decision, has it been approved by CMT N/A
Has a risk assessment been undertaken? No
Wards affected All
Background papers None
Page 193 This page is intentionally left blank
Page 194 Agenda Item 15
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Strong Leader Model
The following recommendation has been referred to Council by the Executive Committee held on the 10 February 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree to carry out appropriate consultations upon the model of Executive government the community require.
G Roach Democratic Services Coordinator
Page 195 This page is intentionally left blank
Page 196 Allerdale Borough Council
Executive – 10 February 2010 Council – 3 March 2010
Local Government and Public Involvement in Health Act 2007
The Subject of the Decision Strong Leader/Mayor and Cabinet Executive Local Government and Public Involvement in Health Act 2007
The Reason for the Decision To ensure the authority fulfils its statutory obligations
Recommendations That the Council agree to carry out appropriate consultations upon the model of executive government the community require
Climate Change/Environmental None Implications
Community Safety Implications None
Financial/Resource Implications There may be a cost for any relevant advertising provision
Human Rights Implications None
Employment Implications None
Health and Safety and Risk None Management Implications
Data Quality Implications None
Equality Impact Assessment No completed
Wards Affected All
The Contribution this Decision would make to the Council’s Key Aims
Is this a Key Decision Yes
Portfolio Holder Councillor Tim Heslop
Lead Member of Staff Angela Harwood, Monitoring Officer 01228 227350 [email protected]
Page 197
(A detailed listed of implications is appended to the report)
1.0 Introduction
1.1 Allerdale Borough Council is subject to the provisions of the Local Government and Public Involvement in Health Act 2007. A provision of the Act is that the Council has to decide which leadership model it wants to introduce. A new model must be introduced by 31 December 2010
1.2 Members will be aware that the Local Government Act 2000 allowed the Council to choose one of three specified forms of Executive arrangements. These are
1) A Mayor and Cabinet Executive 2) A Leader and Cabinet Executive, or 3) A Mayor and Council Management Executive
1.3 Allerdale adopted the Leader and Cabinet Executive.
1.4 The 2000 Act allowed the Executive members to be appointed by the Leader or the Council. Allerdale’s Constitution provides for Executive members to be appointed by the Leader of the Council.
2.0 Content
2.1 The 2007 Act amended the 2000 Act by narrowing the choices available to the Council for executive arrangements which are now limited to
1) A Mayor and Cabinet Executive 2) A Leader and Cabinet Executive
2.2 Under the 2007 Act the Executive members may only be appointed by the Leader of the Council. The reason for this is that the Government consider the appointment by the Leader will secure strong and visible leadership.
3.0 Term of Office
3.1 The Leader of the Council is elected by the Council and should normally hold office for a four year term but there are provisions for a Leader to resign his office or indeed be removed from officer. The Constitution provides:-
The leader will be a Member elected to the position of Leader by full Council. The leader will be elected for a 2 year period.
The leader will hold officer until: (a) They resign from the office; or
(b) They are suspended from being a Member under Part III of the Local Government Act 2000 (although they may resume office at the end of the period of suspension); or
Page 198
(c) They are no longer a Member; or
(d) They are removed from officer by resolution of the Council.
3.2 The issue for Allerdale is that the present Leader is only elected for a two year term and this must be changed to ensure that Allerdale acts within the law.
3.3 The Council therefore must now move to a different form of Executive arrangement and must draw up proposals for change and consult local people.
3.4 The authority can make provisions that any change in governance be subject to approval by a referendum. However this would be extremely expensive to organise and it is suggested that a more informal consultation process is introduced.
3.5 Where a change in Executive arrangements is proposed, as in the case of Allerdale, the Council must, following consultation, resolve to operate a different form of Executive arrangements.
3.6 The 2007 Act provides that a resolution must be passed before 31 December 2010 and then every fourth year on a date between the Council’s annual meeting and the end of December in that year, the next opportunity being 2014.
3.7 Section 33E of the Local Government and Public Involvement in Health Act 2007 provides that before drawing up proposals the local authority must take reasonable steps to consult the local government electorate and other persons in the authority area.
4.0 Recommendation
4.1 Members are asked to decide
1) What form of Executive they wish the Council to adopt – a Mayor and Cabinet or a Leader and Cabinet Executive.
2) To appoint the Leader of the Council for a four year term of office, subject to Constitutional provisions.
3) To consult with the public on which form of Executive should be adopted through the Council’s newspaper Allerdale Outlook.
4) Subject to the consultation draw up proposals for Executive arranged to be introduced before the end of December 2010.
5) In due course to amend the Council Constitution accordingly.
Angela Harwood Monitoring Officer
Page 199 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial N Leisure N Legal Y Tourism N Social Inclusion Y E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National Y Older People Issues N Partnership Y Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health and Safety N
Is this a statutory recommendation? Y
Is this a key decision? Y
Has a risk assessment been undertaken? N
Wards affected – All Background papers – Statutory Provisions
Page 200 Agenda Item 16
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Decision Making Arrangements within Allerdale
The following recommendation has been referred to Council by the Executive Committee held on the 10 February 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree that if a decision is an Executive decision then the Executive committee and the Executive committee alone must make the decision, unless this has been delegated to Officers. However the Council cannot make an Executive decision.
G Roach Democratic Services Coordinator
Page 201 This page is intentionally left blank
Page 202 Allerdale Borough Council
Executive – 10 February 2010
Decision Making Arrangements within Allerdale
The Subject of the Decision Clarify the role of Council and Executive in respect of decision making
The Reason for the Decision To ensure that the Council acts lawfully
Recommendations The Council note the position
Climate Change/Environmental None Implications
Community Safety Implications None
Financial/Resource Implications None
Human Rights Implications None
Employment Implications None
Health and Safety and Risk If the appropriate body does not make the Management Implications correct decisions the Council could be susceptible to Judicial Review proceedings
Data Quality Implications None
Equality Impact Assessment N/A completed
Wards Affected All
The Contribution this Decision would Clear, accountable decision making make to the Council’s Key Aims
Is this a Key Decision Yes
Portfolio Holder Councillor Tim Heslop
Lead Member of Staff Angela Harwood, Acting Monitoring Officer 01228 227350; [email protected]
(A detailed listed of implications is appended to the report)
Page 203
1.0 Introduction
1.1 This report outlines the changes in legislation relating to decision making by the Council and Executive Committee which were introduced by the Local Government Act 2000 and subsequent legislation. The Council’s Constitution has not yet been amended to take account of these changes and this work is being undertaken as a matter of urgency.
1.2 The position is clear however that legislation overrides any provision in the Constitution and therefore the law must be followed. If decisions are not made by the correct body the Council could be open to Judicial Review proceedings and any decisions could be declared void.
1.3 In order for certainty in the democratic process this report sets out which decisions must be taken by relevant bodies.
2.0 The Legal Position
2.1 Section 13 of the Local Government Act 2000 deals with functions which are the responsibility of an Executive. Sub-section 2(2) makes clear that any function which is not otherwise specified is to be the responsibility of the Executive.
2.2 Sub-section 10(a) makes clear that any function which is the responsibility of the Executive may not be discharged by full Council
2.3 Therefore the effect of this is that in most cases decisions are the responsibility of the Executive unless those decisions are outside the budget and policy framework.
2.4 The Council has responsibility for deciding the budget and policy framework and the Executive has to work within the parameters set within this framework. In Allerdale the policy framework comprises the following plans and strategies.
Asset Management Plan Budget Strategy Capital Programme Crime and Disorder Reduction Strategy Corporate Improvement Plan Cumbria Community Strategy Cumbria Economic Plan Decimalised Parking Enforcement Strategy Economic Development Strategy Housing Investment Programme Housing Strategy Local Area Agreement Local Development Framework Local Development Plan – Plans and Strategies which together comprise the Local Development Plan Local Transport Port West Cumbria Energy Cost Spatial Masterplan
Page 204
West Cumbria Sustainable Communities Strategies
2.5 All other plans or strategies are not the responsibility of the Council and must be approved by the Executive.
2.6 Therefore decisions taken by officers’ or the Executive must be in line with the budget and policy framework. If a decision is outside the budget and policy framework it must go to Council for decision. However this would not be a regular occurrence.
2.7 In addition the Local Authorities (Functions and Responsibilities) (England) Regulations 2000 specify the functions which are not to be functions of the Executive.
2.8 Schedule 1 specifies functions which are not to be the sole responsibility of the Executive – these are mainly related to regulatory or licensing issues.
2.9 Schedule 2 specifies functions which may be (but need not be) the responsibility of an authority’s Executive – these are mainly related to appeals, nuisance and planning issues. Appendix 1 of Allerdale’s Constitution allocates responsibility for these functions.
2.10 Schedule 3 specifies those functions which are not to be the functions of the Executive and these relate to the policy framework outlined above.
2.11 Schedule 4 outlines circumstances in which functions are not to be the responsibility of an Executive. These deal with circumstances where a determination would be outside the budget and policy framework.
2.12 Therefore it is clear that unless there is a contrary provision in legislation decision must be taken by the Executive and Councils should have a budgetary and policy making role. The Executive must make decisions in accordance with the budget and policy framework.
2.13 The effect of this is that most decisions must be taken by the Executive and therefore fewer decisions will be referred to Council. If Council take decisions which properly should be taken by the Executive the Council could be susceptible to Judicial Review proceedings.
2.14 Leading Counsel has advised that Executive must not abdicate nor delegate or fetter itself in making the decision. Full Council cannot make the decision.
3.0 Summary
3.1 If a decision is an Executive decision then the Executive Committee and the Executive Committee alone must make the decision, unless this has been delegated to officers. However the Council cannot make an Executive decision. Angela Harwood Acting Monitoring Officer
Page 205
Report Implications
Please delete where applicable.
Community Safety N Sport N Financial N Leisure N Legal Y Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health and Safety N
Is this a statutory recommendation? Y
Is this a key decision? Y
Has a risk assessment been undertaken? N
Wards affected……All………………………………………………………………..
Background papers …Statutory Provisions
Page 206 Agenda Item 17
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Statement of Community Involvement
The following recommendation has been referred to Council by the Executive Committee held on the 10 February 2010. It is for Council to consider its response.
Recommended – That the Council be requested to agree to adopt the Statement of Community Involvement as part of the Local Development Framework be agreed.
G Roach Democratic Services Coordinator
Page 207 This page is intentionally left blank
Page 208 Allerdale Borough Council
Executive – 10 February 2010
Recommendations Referred To Executive
Statement of Community Involvement
The following recommendation has been referred to Executive by the Development Panel held on the 26 January 2010. It is for Executive to consider its response.
RECOMMENDED – That the draft Statement of Community Involvement be adopted.
Claire Tyson Democratic Services Assistant
Page 209 This page is intentionally left blank
Page 210 Allerdale Borough Council
Development Panel – 26 January 2010
Statement of Community Involvement
The Subject of the Decision Statement of Community Involvement
The Reason for the Decision To approve the proposed amendments to the Statement of Community Involvement and adopt it as part of the Local Development Framework.
Recommendation That the draft Statement of Community Involvement be adopted.
Climate Change / Environmental No implications Implications
Community Safety Implications No implications
Financial/Resource Implications Use of existing staff time and cost of hiring venues. This has been accounted for within existing budgets.
Human Rights Implications The Statement of Community Involvement seeks to ensure that all sections of the community have ample opportunity to be involved in the preparation of the Local Development Framework and planning applications
Employment Implications No direct implications
Health & Safety & Risk Management No direct implications Implications
Data Quality Implications No
Equality Impact Assessment No completed
Wards Affected All outside the National Park
The Contribution this Decision would The Statement of Community Involvement make to the Council’s Key Aims will enable the community to engage in all stages of the Local Development Framework, and planning applications.
Page 211
Is this a Key Decision No
Portfolio Holder Cllr Margaret Jackson Cllr Ron Mumby
Lead Member of Staff Richard Evans, Planning Policy Manager, [email protected] 01900 702765
(A detailed listed of implications is appended to the report)
1.0 Introduction
1.1 The Council adopted its Statement of Community Involvement in August 2007. It sets out how and when the Council would involve the community and stakeholders in the preparation of Local Development Documents and in the determination of planning applications. The Statement of Community Involvement forms part of the Local Development Framework.
1.2 In June last year the process by which Local Development Documents are produced was changed. In the light of this the Statement of Community Involvement has to be amended to reflect this.
2.0 Content
2.1 At the centre of the development plan system is the requirement to improve the way the community participates in the preparation of the Local Development documents as well as making decisions on planning applications.
2.2 Government guidance expects Local Planning Authorities to involve the community at an early stage in the preparation of Local Development Documents and to continue participation throughout the plan making process. The aim is to build a consensus with local communities on the contents of the plans that will shape the future of the borough.
2.3 The Statement of Community Involvement has to set out the consultation techniques to be used, who will be involved in broad terms and at what stages. Local Planning Authorities must comply with their Statement of Community Involvement when preparing their Local Development Documents, as failure to do so could result in those documents being found unsound at public examination.
2.4 In July this year a questionnaire was sent out to all stakeholders and community groups on the Local Development Framework database asking whether they were satisfied with the current consultation methods. In addition Facebook and texting were also suggested as a means to receive information on consultation
Page 212 events. The majority of respondents supported the existing methods, outlined below:
• Neighbourhood Forums • Exhibitions • Allerdale Outlook • Consultation documents • Planning for Real • Council Website • Presentations • Focus groups • Community Voice • Press releases
2.5 Following approval by Members the draft Statement of Community Involvement was published for consultation in October 2009. The main proposed changes to the Statement of Community Involvement centred around the new process for preparing a Local Development Document including how and when stakeholders and the community can get involved. Also the new approach to involving interested parties early in pre-application discussions was set out.
2.6 Twenty-three representations were received from both organisations and individuals. Details of the comments received together with the proposed amendments to the Statement of Community Involvement are contained in appendix one of this report.
3. Conclusion
3.1 It is considered that the proposed consultation methods contained in the Statement of Community Involvement provide sufficient variety and flexibility to reach a wide cross section of the local community, including hard to reach groups. This is reflected in the consultation responses. It has also taken a realistic approach, based on the level of resources that are likely to be available, to implement effective consultation.
3.2 It is recommended that the Council adopts the Statement of Community Involvement as part of the Local Development Framework.
Richard Evans Planning Policy Manager
RE/jw/rs 18/08/09 REPORTS/jw.devpanel.statement of community involvement.sept09
Page 213 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial N Leisure N Legal N Tourism N Social Inclusion Y E-Government N Human Rights Y North West Regional N Youth Issues Y European N Ethnic Minority Issues Y National N Older People Issues Y Partnership Y Disability Issues Y Heritage/Culture N Employment (external to the Council) N Planning Policy Y Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health & Safety N
Is this a statutory recommendation? Y
Is this a key decision? Y
Has a risk assessment been undertaken? N
Wards affected …………All outside the National Park ……………….……………………..
Background papers ……The Statement of Community Involvement is available in the Regeneration section of the Document Store.
Page 214
Appendix 1 Amended Statement of Community Involvement Consultation Responses
Organisation/individual Comments Response Chemical Business Requested to be Noted and removed Association removed from the from database consultation database Eden District Council No objection to the noted content of the Statement of Community Involvement. Countryside Access Change to contact name Noted and database Partnership amended. Natural England Would welcome specific reference to Natural Natural England is listed England and their as a Specific consultee statutory role in both in paragraph 7.2 Local Development Frameworks and Development Control.
Generous consultation timeframes would be Noted appreciated to allow effective involvement.
Copies of decision notices should be sent Copies of Decision to Natural England, Notices are available on where they have been the Council’s website. consulted or made comments.
Section 6- Habitats The title of Section 6 Regulations has been amended Assessment should be accordingly. The title included in the title of and text of paragraph this section. Habitats 6.5 has also be Regulations amended in line with Assessment is the Natural England’s correct term as opposed comments. Appropriate Assessment. Also
Page 215 Appropriate Assessment is the last stage in the process and the text in paragraph 6.5 should be amended to reflect this.
Natural England strongly supports community-planning initiatives Network Rail All future consultations Noted and database should be sent to the amended. Manchester office North West regional NWDA is a statutory Development Agency consultee for certain types of planning applications.
Paragraph 11.3 explains that consultation letters Paragraph 11.3 has invite comments within been amended to reflect 21 days from the date of the requirements of the letter. Circular circular 08/2005. 08/2005 says that statutory consultees will normally have 21 days to respond starting when they receive all the information they need to provide an informed response. The 21 day consultation period cannot therefore begin until the letter and details of the application are received by the consultees. The Statement of Community Involvement should be amended accordingly. The Co-operative Estate Amend contact details Noted and database amended. Disabled Persons Advise that local Allerdale Disability Transport Advisory disability groups are Association is on the Committee consulted who would be LDF database and is able to comment on consulted on LDF local issues and would documents and relevant be most affected by any planning applications. proposals.
Page 216
Requested to be removed from the Noted and database consultation database amended.
Coal Authority Please to note the amended Statement of Noted Community Involvement reflects the 2008 amended regulations and includes the Coal Authority as a specific consultee.
The Coal Authority noted would prefer to receive electronic versions of any documents, CD/DVD or link to website Cumbria PCT Page 16- there should Section 8, paragraph be recognition that the 8.5.1 does mention use use of plain language of plain language in and not jargon would written material but it is make events more proposed to amend accessible and more paragraph 8.6 to include effective. the use of plain language in presentations and meetings.
Where decisions are How comments are made not to incorporate dealt with and feedback comments received to the community is from the community outlined in section 13. then clear reasons for not doing so should be explained. Use of the new Twitter site could be used.
There needs to be a clear understanding Noted and agreed. between the Council and the LSP on the role of thematic groups and
Page 217 their responsibility and commitment to community consultation. St.Johns, Castlerigg and The document does The section in the Wythburn Parish clearly identify the Statement of Council Council’s policy for Community Involvement consultation on planning relating to consultation applications but only if on planning applications the document is read is clearly signposted in from cover to cover. the contents and is contained in one discrete section of the document. Allerdale and Copeland Request change in Noted and database Crime and Disorder contact details changed accordingly. Reduction Partnership Carlisle City Council Page 8- the table would Table on page 8 be better if flow arrows amended to include flow were included as in arrows page 11 table.
Page 10-para 5.3 last Paragraph 5.3 has been line of the first column. amended and reference The Planning Act 2008 to Sustainability removed the Appraisal removed. requirement for SPD’s to be subject to sustainability appraisal
Page 34- Title Appendix Typing error corrected. 2 it should read ‘ tests of Soundness for a Development Plan Document Cumbria Constabulary Cumbria Constabulary Noted and added to the Estates Manager should non-statutory list of be part of the non- consultees. statutory list of consultees
Police Architectural Liaison Officer/Crime This arrangement is Prevention Design already in place. Advisers should always be consulted on major applications. In particular at the pre- application stage.
Early involvement in the
Page 218 preparation of Noted. Development Plan Documents would help achieve the objectives for sustainable communities
Friends, Families and Effective means of Paragraph 8.1 Travellers communication with specifically mentions local Gypsies and Gypsies and Travellers Travellers need to be as hard to reach when developed and identified carrying out as specific measures. A consultation. The use of targeted outreach outreach consultation is approach with local mentioned in paragraph gypsies is needed and 8.6. the Statement of Community Involvement should reflect this. English Heritage No objection on the noted content of the Statement of Community Involvement. The Theatres Trust Welcome inclusion in the list of General Noted Consultation bodies.
The Theatres Trust looks forward to be Noted consulted on the Core Strategy, Development Control policies, and other planning policy documents.
The Trust should be This has been followed consulted on all up with the Theatres planning applications Trust to obtain further that affect buildings that information on former were either built as theatres to help with theatres or are used as future consultations. theatres presentations, in current use, in other uses, or disused. Community Safety No objection to the Office- Cumbria content of the Statement noted Constabulary of Community Involvement. The National Trust Those organisations Agreed. This is current and individuals on the practise.
Page 219 database should receive appropriate notification and details of where to access the consultation documents at the start of the process.
The National Trust’s interest in planning This has been followed applications relates to up with The National any that might have an Trust to establish impact on Wordsworth current land ownership House and its and to discuss the surroundings. Including extent of consultation for the impact on visitors planning applications such as noise, visual, that may impact on the odour and traffic impact. area surrounding A map of the National Wordsworth House. Trust’s ownership can be supplied. United Utilities United Utilities is not a statutory consultee for planning applications and therefore rely on Planning Authorities to consult them
Allerdale is consistently one of the best Authorities in the North West in consulting United Utilities. Michael Murgatroyd There is no location Keswick is not in the listed in Keswick to view plan area and as such it documents. There is is not a designated both the library and the location for documents Council offices which to be viewed. would be suitable. Kirkbride Parish Council No objection to the noted content of the Statement off Community Involvement. Allhallows Parish No objection to the noted Council content of the Statement of Community Involvement
Page 220 Agenda Item 18
Allerdale Borough Council
Council – 3 March 2010
Recommendations Referred to Council
Harrington Road Cemetery Lodge
The following recommendation has been referred to Council by the Executive Committee held on the 13 January 2010. It is for Council to consider its response.
Recommended – That Council be requested to agree that the Council’s freehold interest in Harrington Road Cemetery Lodge, Workington be declared surplus to requirements and be offered for sale on the open market.
G Roach Democratic Services Coordinator
Page 221 This page is intentionally left blank
Page 222 Allerdale Borough Council
Executive - 13 January 2010
Harrington Road Cemetery Lodge
The Subject of the Decision The purpose of this report is to confirm that the Harrington Road Cemetery Lodge may be declared surplus to requirements and offered for sale on the open market.
The Reason for the Decision To consider the future of an empty building.
Recommendations That the Council’s freehold interest in Harington Road Cemetery Lodge, Workington be declared surplus to requirement and be offered for sale on the open market.
Climate Change/Environmental None Implications
Community Safety Implications None
Financial/Resource Implications The sale of the premises will generate a capital receipt.
Human Rights Implications None
Employment Implications None
Health and Safety and Risk (NB Risk information must be provided to the Management Implications Executive members and committees for decision making purposes to provide assurance that the risks to the Council have been considered by the owner of the report) Normal risks associated with an empty building.
Data Quality Implications None
Equality Impact Assessment None completed
Wards Affected St. Michael’s Ward
The Contribution this Decision would Disposal of surplus property make to the Council’s Key Aims Is this a Key Decision Yes Portfolio Holder Councillor David Wilson
Page 223
Lead Member of Staff Valuation Officer – John Windsor Tel: 01900 702762 Email: [email protected]
(A detailed list of implications is appended to the report)
1.0 Introduction
The Council is the owner of the Cemetery Lodge within Harrington Road Cemetery, Workington which has been occupied for a number of years by a private residential tenant, but which is now vacant.
2.0 Content
The premises comprise an impressive two storey detached dwelling house at the entrance to the cemetery within the cemetery grounds and which has essentially been occupied as a first floor flat with the ground floor historically occupied by the Council in connection with the maintenance and operation of Harrington Road Cemetery.
The existing tenant has now left and the Council no longer occupies the premises for operational purposes. It has not been possible to identify any potential operational use which could be made of the building which is now vacant. The building would require a full refurbishment and modernisation should the Council wish to retain for operational or homelessness purposes. In view of the condition and lack of any identifiable operational use it may now be considered appropriate to consider a disposal of the premises on the open market. The Council can attach covenants to any disposal of the property to protect the Council’s continued use and enjoyment of Harrington Road Cemetery. However, inevitably, a disposal will result in the Council losing direct control of the premises and its occupation within the Cemetery.
3.0 The Proposal
The house is located within Harrington Road Cemetery but has in fact already been in private residential use for many years with the previous ground floor operational use having ceased a number of years ago. It is now considered that in the absence of any operational requirement the best option for this empty building would be for a disposal on the open market.
4.0 Conclusions and Recommendations
It is believed that the best course of action would be for the building to be declared surplus to requirements and offered for sale on the open market.
J.L.A. WINDSOR VALUATION OFFICER
Exec13Jan10-cemeterylodge 26 November 2009
Page 224 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial Y Leisure N Legal Y Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management Y Health N Health and Safety N
Is this a statutory recommendation? N
Is this a key decision? Y
Has a risk assessment been undertaken? N
Wards affected St. Michael’s
Background papers Refer to Valuation Officer
Page 225 This page is intentionally left blank
Page 226 Agenda Item 19
Allerdale Borough Council Council – 03 March 2010
Recommendations Referred To Council
Nuclear Issues Terms of Reference
The following recommendation has been referred to Council by the Nuclear Issues Task Group held on the 21 January 2010. It is for Council to consider its response.
RECOMMENDED – that the terms of reference for the Nuclear Issues Task Group be amended to include the following point:
“This committee engages in a dialogue with relevant agencies to discuss the skills required to cater for the new build within the nuclear industry”
Claire Tyson Democratic Services Assistant
Page 227 This page is intentionally left blank
Page 228 Allerdale Borough Council
Nuclear Issues Task Group –21 January 2010
Nuclear Issues Task Group - Terms of Reference
The Subject of the Decision Nuclear Issues Task Group Terms of Reference
The Reason for the Decision To establish whether members would like to make any amendments to the Terms of Reference for the Nuclear Issues Task Group
Recommendations To discuss and agree any amendments to the Terms of Reference
Climate Change/Environmental None directly. Implications
Community Safety Implications None directly.
Financial/Resource Implications None directly.
Human Rights Implications None directly.
Employment Implications None directly.
Health and Safety and Risk None directly. Management Implications
Data Quality Implications None directly
Equality Impact Assessment None completed
Wards Affected All
The Contribution this Decision would Clearly defines roles/responsibilities and make to the Council’s Key Aims make to the Council’s Key Aims
Is this a Key Decision No
Portfolio Holder Sam Standage
Lead Member of Staff Charles Holmes, Strategic Manager – People 01900 702959, [email protected]
Page 229 (A detailed listed of implications is appended to the report)
1.0 Introduction
1.1 The current terms of reference for the Nuclear Issues Task Group are as follows:
• To consider the implications of nuclear decommissioning, nuclear new build and long term nuclear waste repository options for Allerdale and West Cumbria. • To provide a forum for receiving presentations and reports from key external stakeholder groups on nuclear issues to Council. • To help co-ordinate responses to various consultations from Government and the nuclear industry. • To raise awareness of nuclear related issues amongst Members and Officers of the Council. • To ensure community views are taken into account when formulating policy responses on nuclear and related issues.
2.0 Discussion at the Nuclear Issues Task Group held on 22 December 2009 brought forward an addiotnal bullet for the Terms of Referrence :
• This committee engages in a dialogue with the relevant agencies to actively encourage the development of the skills required at cater for the current and future employment opportunities within the nuclear industry.
2.1 The meeting agreed that, “the whole task group be consulted on the proposed amendments to the terms of reference before bringing them back to the next task group meeting to be agreed and recommended to Council.”
3.0 Members comments and agreement is now sought.
CHARLES HOLMES STRATEGIC MANAGER – PEOPLE
Page 230 Report Implications
Please delete where applicable.
Community Safety N Sport N Financial N Leisure N Legal N Tourism N Social Inclusion N E-Government N Human Rights N North West Regional N Youth Issues N European N Ethnic Minority Issues N National N Older People Issues N Partnership N Disability Issues N Heritage/Culture N Employment (external to the Council) N Planning Policy N Employment (internal) N Enforcement N Environmental/sustainability N Transport N Environmental/visual N Asset Management N Health N Health and Safety N
Is this a statutory recommendation? N
Is this a key decision? N
Has a risk assessment been undertaken? N
Wards affected ……………………All…………………………………………………………..
Background papers ………………………………………………………………………………
Page 231 This page is intentionally left blank
Page 232