Guidance on the Community Infrastructure Levy was added to this website on 12 June 2014. This replaced the standalone guidance that was published in February 2014. Read more about the changes to the guidance.
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What is a charging schedule?
A charging schedule sets out the levy rates for a charging authority area.
Charging authorities should consider relevant national planning policy when drafting their charging schedules. This includes the National Planning Policy Framework in England and Planning Policy Wales in Wales.
Charging schedules should be consistent with, and support the implementation of, up-to-date relevant Plans.
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What is a ‘relevant Plan’?
In relation to the levy, the relevant Plan is the Local Plan in England, Local Development Plan in Wales, and the London Plan in London.
Charging schedules are not formally part of the relevant Plan, but charging schedules and relevant Plans should inform and be generally consistent with each other. The National Planning Policy Framework in England (paragraph 175) provides that, where practical, charging schedules should be worked up and tested alongside the Local Plan. The same principles apply in Wales (see paragraph 2.1.1 of Planning Policy Wales). A charging authority may use a draft plan if they are proposing a joint examination of their relevant Plan and their levy charging schedule.
The process for preparing a charging schedule is similar to that which applies to relevant Plans. Charging authorities may work together when preparing their charging schedules, and Government supports this approach as a means to share knowledge and costs and to support strategic thinking in the use of the levy, linking the use of the levy to activities such as growth planning. Charging schedules do not require a Sustainability Appraisal.
Charging authorities should think strategically in their use of the levy to ensure that key infrastructure priorities are delivered to facilitate growth and the economic benefit of the wider area. This may for example include working with neighbouring authorities, Local Enterprise Partnerships and other interested parties and involve consideration of other funding available that could be combined with the levy to enable the delivery of strategic infrastructure, including social and environmental infrastructure, and facilitate the delivery of planned development.
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How is a charging schedule prepared?
In summary, a charging schedule is prepared and adopted as follows. Each of these stages is discussed in more detail in the rest of this section.
- the charging authority prepares its evidence base in order to prepare its draft levy rates, and collaborates with neighbouring/overlapping authorities (and other stakeholders)
- the charging authority prepares a preliminary draft charging schedule and publishes this for consultation
- consultation process takes place
- the charging authority prepares and publishes a draft charging schedule
- period of further representations based on the published draft
- an independent person (the “examiner”) examines the charging schedule in public
- the examiner’s recommendations are published
- the charging authority considers the examiner’s recommendations
- the charging authority approves the charging schedule
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What is the role of the county council?
County councils are responsible for the delivery of key strategic infrastructure. Charging authorities must consult and should collaborate with them in setting the levy, and should work closely with them in setting priorities for how the levy will be spent in two-tier areas.
Collaborative working between county councils and charging authorities is especially important in relation to the preparation or amendment of the regulation 123 infrastructure list , bearing in mind the potential impact on the use of highway agreements by the county council (see ‘What is the relationship between the levy and section 278 highway agreements?’).