This is an HTML version of an attachment to the Freedom of Information request 'Reports from South Central Neighbourhood Management Team to Assistant Executive Director Housing and Neighbourhoods'.

(CITY/AREA/WARD) REF This Report and the Appendices are exempt from publication on grounds of paragraph 7 and 9 of Schedule 12A of the Local Government Act 1972.

STATUS - EXEMPT

Portfolio: Regeneration

Executive Member/Director:

Councillor F Clucas

Charlie Parker

Date of submission:

Subject: Regeneration of the Granby Triangle. L8

Report No./Background papers

Granby Toxteth Masterplan

Expressions of Interest Received

Appendix 1

Contact officer:

David Seddon x225 6300

Executive summary

The Executive Board, at its meeting on 9th July 2004, noted the Granby Toxteth Masterplan as a concept document which outlined a vision for the area.

The Board also agreed that a further report should be brought forward which specifically addressed the regeneration issue of the Granby Triangle.

This report describes the action taken to address those issues and it recommends that the LCC and its lead developer appoint Company C as their preferred sub-developer in order to tailor that company's approach to the regeneration of the Granby Triangle.

Executive Member Cllr F Clucas and Charlie Parker

Recommendations

The Executive Board authorises:

  1. The partnership of the Lead Developer and the Council appoint Company C as preferred sub-developer for the regeneration of the Granby Triangle.

  2. The continuation of discussions with English Partnerships to explore their further involvement in the scheme.

  3. The start of detailed community consultation led by the Neighbourhood Manager for South Central aimed at refining Company C's approach.

  4. The start of discussions with the Plus Housing Group (as lead RSL) to identify alternative funding streams for social rented and/or shared ownership units if that proves to be necessary.

  5. The life of the Granby South Renewal Area be extended in order to facilitate the completion of the comprehensive regeneration programme for the area.

  6. A further report be brought back to the Executive Board when the design and financial consequences are finalised.

1.0 Background

1.1 In February 2004, the Council appointed 4 lead developers to work in partnership with the Council and the RSL's to deliver the Housing Market Renewal Initiative across the inner core of the city. The Granby Triangle (defined as Ducie, Jermyn, Cairns, Beaconsfield and Granby Streets) is situated within the City Centre South Zone of Opportunity and the lead developer for this area is Gleeson.

1.2 In view of its recent history the Granby Triangle was identified by officers as a preferred early start on site for the lead developer, and was highlighted as such along with various other sites across the zone. However the lead developer considered that other sites were more deliverable in the short term and instead, preferred to work with the Granby community over the next few years in order to work up proposals for the area. Opinion as to the future of the Granby Triangle and a subsequent way forward was divided. It was obvious from community meetings that there were differences within the community as to whether partial demolition was acceptable yet it was pushing for an early solution to the worsening situation in South Granby.

1.3 It was apparent that the Council would need a private sector partner who understood the historic, architectural and cultural importance of the Granby Triangle, if a suitable regeneration solution was to be implemented.

1.4 Any solution would have to preserve as much of the streetscene

as economically possible whilst providing a variety of house types sufficient to satisfy the existing residents and attract new families to the area.

1.5 A Development Brief was therefore produced and sent out to seven developers who had experience of the regeneration of inner city areas. Their expression of interest in the project was invited. In alphabetical order these developers were:

  • Artezan

  • Barratts

  • Gleesons

  • Lovells

  • Seddons

  • The Legendary Property Company.

  • Urban Splash

1.6 It should be noted that this invitation was primarily an opportunity to assess interest in undertaking what was a difficult brief and the financial consequences of implementing differing approaches as soon as possible.

2.0 Context of the Development Brief.

Aims and Design Principles.

2.1 The Brief explained that the Council was looking for an innovative solution to the problems of the area which would provide properties suitable for all types of tenure and household sizes, and particularly address the needs of the existing residents.

2.2 It accepted that some demolitions might be inevitable but encouraged the retention and refurbishment of buildings wherever economically viable, in accordance with the wishes of the community and members.

2.3 The importance of the Granby Triangle to the vision embodied within the Granby Toxteth Masterplan was explained and how the aims of the following policies had to be addressed:

  • The Sustainable Communities Plan (Feb 2002)

  • HMRI strategy for the inner core

  • National Planning policy (PPG 3)

  • Regional Planning Guidance. (RPG 13)

  • Regional Housing Strategy. (2003)

2.4 The Brief also made it clear that any submission should be cognitive of the Council's Urban design Guide with specific attention to:

  • Urban Structure and Urban Grain

  • Density and Mix

  • Details and Materials

  • Height and Massing

  • Improvement of highways and Infrastructure.

Financial Appraisal.

2.5 In order to assess the financial viability of each approach a full development appraisal was required as part of the submission accompanied by notes on any assumptions used and supported by comparable evidence wherever possible. In particular, the following points should be made clear:

  • The number, type and mix of dwellings proposed.

  • Projected sales prices and land values

  • Site assembly costs

  • Interim management costs

  • Construction/refurbishment costs

  • Percentage developers profit required

  • Finance costs

  • Professional fees

  • Anticipated start date, timescales and phasing

  • Contingencies

  • Solutions as to how the 40 existing owner occupiers could be retained in the area.

2.6 A draft of the Development Brief was presented to and agreed with the Executive Member for Housing and Social Care and the Chief Executive.

3.0 How the Submissions were Analysed.

3.1 As a result of the Development Brief, three expressions of interest were received from Gleeson, Lovell's and Urban Splash. They were opened together and recorded by a Legal Representative in accordance with Council procedure. The expressions of interest were then analysed in accordance with the following criteria which were based on those developed for the selection of the lead developers for the HMRI zones:

Planning/Urban Design.

3.2 The methodology consisted of assessing each submission against a set of questions. The submissions were given scores out of ten for their answer. The scores were totalled to give an overall rating. Two officers undertook this exercise independently and the scores were added and averaged. It revealed that Company C had submitted plans and ideas which most closely matched the Brief.

Financial Appraisal

3.3 Almost inevitably, given the complexity of the Brief and the number of possible solutions, each developer made varying assumptions which affected the gap funding required. However, all three submissions assumed that existing Council owned property would be transferred to the developer at nil cost.

3.4 Where the council did not own property, there were differing assumptions as to how their acquisition would be funded.

  • Company A included a minimal amount for purchases within their appraisal.

  • Company B assumed the Council would fund the purchase of all properties that were in private ownership and required for their scheme.

  • Company C included a sum for the acquisition of properties but this was considered inadequate.

3.5 Other items such as security and demolition costs were omitted altogether.

3.6 Therefore in order to judge the financial submissions on an even keel, adjustments have had to be made based on the unit cost assumptions used in the HMRI Pathfinder Prospectus. The results of this adjustment are contained in Appendix 1. It is interesting to note how the relative costings vary when one compares the gap funding required in the funding appraisals to the fully adjusted figures showing the total public subsidy.

4.0 Resume of the Submissions in Descending Order of public Subsidy.

Company A (total public subsidy £16.2M, gap funding £10.26M)

4.1 They more or less propose to retain all properties in the area and refurbish them by removing the rear elevations and outriggers and installing glass walls. All rear yards will be removed and a `habitable hedge' proposed for rear access. It is a comprehensive copy of proposals elsewhere in the North West and does not tailor the solution to the Granby neighbourhood. They propose a significant number of apartments. They prefer vacant possession, but have made an allowance for external improvement grants for owner occupiers. They have not undertaken any structural investigations to ascertain whether or not their proposals are feasible therefore it is anticipated that costs will rise or the proposals will change significantly.

4.2 They propose that 10% of the units should be offered to CDS (the lead RSL for City Centre South) at a 15% discount to be used for shared ownership. Although the concept is interesting, the 15% discount means the gap funding requirement has increased and CDS would need to identify funds to match the gap between what the residents could afford to pay and the ultimate sales price.

Company B (total public subsidy of £10.9M, gap funding £2.8M)

4.3 They propose substantial demolition, retaining only 59 properties in the area. They propose a mix of house types (including a significant number of semi - detached houses) totalling 106 new build homes and 47 new build apartments. This does not conform to the brief. They require vacant possession and have made no allowance for this. They have not included any demolition costs in their appraisal. One community facility is proposed.

4.4 The company propose to employ a Community Liaison Officer recruited from the local community to act as an arbitrator between the company and the community when problems occur during construction. This is an idea they have successfully used elsewhere and is worth pursuing whichever expression of interest is followed up.

Company C (total public subsidy £7.9M gap funding £3.5M)

4.5 They also propose substantial demolition but significantly will retain the facades of properties in key areas. 42 properties will be totally refurbished for family houses and 57 new houses will be constructed behind retained facades. In addition 37 apartments will be created out of refurbished houses. They propose 8 retail/commercial units and 4 community facilities as part of a community hub for the area. Allowances have been made for site assembly and options suggested to assist the existing owner occupiers. Rear yards and high walls will be removed. Although they have made some allowance for the cost of acquiring properties in private ownership, they would prefer the Council to negotiate.

4.6 Appendix 1 illustrates the development type and tenure proposed by each developer.

5.0 Summary.

5.1 Two of the companies require vacant possession of all properties. One does not require vacant possession of the owner occupied properties but remains silent on how their improvement will be achieved or refunded and fit in with their radical proposals.

5.2 Over the last 18 months English Partnerships have funded the Council's purchase of vacant properties in this area at a cost of £1,020,750 (an average of £9 000 per property). The remaining properties will cost far more because they are generally in better condition and there has been a substantial rise in open market value in many areas across Liverpool.

5.3 Company C's submission fulfils many of the Development Brief's design requirements whilst requiring least public subsidy.

5.4 In anticipation of any submissions requirement for public subsidy, there have been discussions with EP concerning the possibility of them making more finance available. There is little chance that such finance will be available until the 2005/06 financial year.

5.5 Very few HMRI resources have been committed to the Granby Triangle in 2004/05 and 2005/06 because of the requirement to actually spend and not just commit finance, and the need for quick intervention in other areas. It would therefore seem prudent to explore the approach suggested by Company C in detailed discussions with that company, E.P., the lead developer and the lead RSL at the same time that consultations are proceeding with the local community.

5.6 It is to be expected that there will be alterations to the Company C's scheme following consultations and the financial implications are likely to change accordingly. EPs involvement in this iterative process would be an advantage in persuading them to provide additional funding, which is considered necessary if any scheme is to be progressed as quickly as the community would like.

5.7 When selecting the 4 lead developers for the HMRI Zones the Council made it clear that on occasion the partnership could appoint sub-developers for niche or specialist schemes, where the lead did not consider they had sufficient capacity or expertise to carry them out.

5.8 Therefore in order to ensure that this development is

  • linked to the masterplan for City Centre South,

  • is brought forward as soon as possible,

5.9 It is recommended that the Partnership of lead developer and LCC appoint Company C as preferred sub-developer subject to the results of the discussion outlined above.

Key Decision? YES

Forward Plan/3 days notice/special urgency

Implementation effective from: Immediate

Timescale for action: Immediate

Reason for Recommendation

The recommendations are required to progress the successful regeneration of the Granby Triangle area.

Alternative options considered

The report discusses three alternative options for regeneration. The fourth option of doing nothing is not acceptable.

Consultation

This will continue through the Neighbourhood Manager for South Central and the appointed lead RSL and Developer.

Financial implications: This report does not commit the authority to any financial obligations at this stage. Ongoing consultation with residents, area representatives and funding bodies will lead to a full financial appraisal being worked up. This appraisal will be reported to members in detail. This report may or may not identify a financial contribution on the part of the City Council. However no financial commitment will be made until all relevant issues have been analysed and member approval given.

Best Value:

The expressions of interest were not intended to reflect actual financial appraisals but produce ideas and proposals to enable the Council to consider how best to approach the Granby Triangle opportunity. The process did in fact provide three submissions and it is considered that Company C's proposals provide the best value both in design terms and financially. The actual details of the project will be reported further in accordance with recommendation 5 of this report if approved.

Equality implications:

The regeneration of the Granby Triangle will assist in achieving the aims outlined in the Community Plan.

Corporate strategy:

The regeneration of the Granby Triangle will assist in the delivery of the Council's Private Sector Renewal Strategy and meet the ODPM's Sustainable Communities Strategy.

Budget and Policy Framework

Community safety implications:

The overall condition of the housing and neighbourhood within L8 will be drastically improved.

Signature: ……………………………. Signature: …………………………….

(Executive Member) (Executive Director)

Date: ................................................. Date: .................................................


Appendix 1:GRANBY DEVELOPER APPRAISALS

Company A

Company B

Company C

Gap funding required

10,264,789

2,815,677

3,500,000

EP spend to date

1,020,750

1,020,750

1,020,750

Estimated cost of purchasing remaining stock (119 units)

5,730,000

5,730,000

5,730,000

Estimated cost of securing remaining stock @ £1250 per unit

148,750

148,750

148,750

Estimated cost of demolition @ £3000 per unit

0

570,000

325,000

Estimated cost of homeloss/distrurbance @ £17 000 per unit say 40 owner occs

680,000

680,000

680,000

SUBTOTAL A

17,844,289

10,965,177

11,404,500

assumed acquisition costs detailed by developer

400,000

0

3,150,000

assumed cost for enveloping scheme

1,188,000

0

0

assumed cost of demolition by developer

0

0

275,000

SUBTOTAL B

1,588,000

0

3,425,000

TOTAL ESTIMATED PUBLIC SUBSIDY (A - B)

16,256,289

10,965,177

7,979,500

Estimated average unit cost based on around existing 250 units

65,025

44,800

31,918

PROPOSED DEVELOPMENT TYPE/TENURE

No. houses refurbished as a single dwelling

178

59

42

No.façade retained houses

0

0

58

No.Apartments resulting from refurbished houses

104

0

37

No.new build houses

0

106

57

No.new build apartments

40

47

74

No. new commercial units

8

0

8

No. community spaces

0

1

4