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March 2021 local.gov.uk/pas
A journey towards data
standardisation for needs
assessments
A Show and Tell
Oct 2021
local.gov.uk/pas
Welcome
• This event is showcase for a recent project.
• We are on Zoom. Have you got a name
• Turn your camera on, if you like, and we will
see you (which is nice!)
• We will have a Q and A bit but we might not be
able to cover all of them
local.gov.uk/pas
Who
Canterbury City Council – The client
Edge Analytics – The consultants
IPE – The external pair of eyes
local.gov.uk/pas
Today’s session
What we were trying to do?
How we went about it
What did we learn
local.gov.uk/pas
What were we trying to achieve?
• Relationship between LHN and para.61 groups
• Exploring data standardisation for HNAs
• Making a user friendly HNA (de-mystify pop data)
• How best to think about identifying student needs
– CCC – 16% students in population v’s national ave. of 6.4%
– Ability to identify and quantify student housing need
local.gov.uk/pas
What were we trying to achieve?
• Relationship between
LHN and NPPF para.62
– Affordable housing needs
– Community group needs
• LHN starting point
• How does the puzzle fit
together?
local.gov.uk/pas
How we went about it
• PAS and CCC – scope and brief
• CCC procured Edge Analytics
• Edge Analytics – built the model and produced
HNA
• IPE – external review & student research
Housing Needs Assessment
Process
● Strategic Housing Market Area Assessment (2018) -
Updated HMA and OAN as required by Local Plan
Inspector
● New Local Housing Need methodology (2019)
● Local Plan update started (2019)
● Housing Need Assessment required - procured Edge
Analytics Ltd (2020)
● Housing Need Assessment published alongside Local Plan
Options Consultation (2021)
Brief
● Review the Standard Method to identify a Housing Need requirement
figure
● An assessment of housing need for different types of housing:
○ Affordable housing - affordable rent, social rent, affordable ownership
○ Housing mix - including broken down by market and affordable housing, and
by sub-geographies
○ Students
○ Older People
○ People with disabilities
○ People who rent
○ Families with children
○ Key Workers
○ Gypsy and Travellers
○ Self-build
○ Service Families
Benefits
● Simplified, less subjective process, starting with a clear need figure
● PPG sets out clear methodology for affordable housing
● Cost-effective way to produce robust evidence to inform new Local
Plan policies
● More objective - data-driven assessment of the needs of different
groups
● Individual assessments focused on different groups throws up
interesting challenges
● Presentation and language much better for residents and Councillors
Limitations
● Further work required on bespoke issues including “exceptional
circumstances”
● Challenging to identify “needs” for all identified groups - limitations
linked to lack of existing national and local data
● Any identified needs will not link neatly back to LHN
● Meeting identified needs likely to be challenging through planning
policies alone - supply is often market driven e.g. older persons
housing
● Variable detail and guidance within PPG on needs of different groups
e.g. student accommodation
Canterbury HNA
Summary & Learnings
We provide expert Data Science through a
combination of data, technology and
analytical models to generate insight
that better informs business
planning and decision-making.
We have a particular expertise
in demographic modelling,
forecasting and
optimisation.
www.nexusleeds.co.
uk
• Provide up-to-date intelligence on Canterbury’s housing needs
• Standard method Local Housing Need
• Affordable Needs (rent/buy)
• Housing Mix
• Needs of specific groups
• ‘SHMA-lite’
• Data graphics and visualisations
• ‘Standardisation’ of key calculations/outputs
15
Project Requirements
• Review of existing SHMA/HNA approaches
• Local, regional and national datasets on demographics, housing,
socio-economic and housing market indicators were combined
• Series of models and visualisations developed
• DOMUS Housing Needs Toolkit:
• Database and associated visualisations of key data inputs
• Power-BI reports (beta version)
16
Approach
17
DOMUS
• Standard method LHN & benchmarking
• Affordable housing need
• Housing Mix
• Needs of specific groups:
• Students
• Older people
• People with disabilities
• People who rent
• Families with children
• Key workers
• Gypsy and Traveller
• Self-build
• Service Families
• Power-BI Reports
18
Outputs
Power-BI Reports
Final Report
19
LHN
20
Affordable Need
- =
66%
34%
Affordable Home Ownership
STEP 3: FUTURE AFFORDABLE
HOUSING NEED
(HOME OWNERSHIP)
156
308
Affordable Housing Need: Home Ownership
STEP 1: NEED STEP 2: SUPPLY(HOME OWNERSHIP)
Annual
AFHO
Need
Households
in Need of
AFHO
All
Households
in PRS
Shared
Ownership
Re-sales
Annual Affordable
Home Ownership
Completions
16 0
Social/Affordable Rent
1,469
ANNUAL BACKLOG NEED FUTURE HOUSING NEED
AFFORDABLE
HOUSING SUPPLY
+ -
73 423 188
STEP 4: FUTURE AFFORDABLE
HOUSING NEED (RENT)
15,100 3,450 172
Net Annual Affordable Need (2020–2040)
464
- =
TOTAL BACKLOG NEED
Affordable Housing Need Summary (2020–2040)
STEP 3: FUTURE AFFORDABLE
HOUSING NEED
(HOME OWNERSHIP)
308
Affordable Housing Need: Home Ownership
STEP 1: NEED STEP 2: SUPPLY(HOME OWNERSHIP)
Annual
AFHO
Need
Households
in Need of
AFHO
All
Households
in PRS
Shared
Ownership
Re-sales
Annual Affordable
Home Ownership
Completions
1,469
ANNUAL BACKLOG NEED FUTURE HOUSING NEED
AFFORDABLE
HOUSING SUPPLY
+ -
73 423 188
STEP 4: FUTURE AFFORDABLE
HOUSING NEED (RENT)
Homeless
&
Temporary
Overcrowded
&
Concealed
Other
Groups
Newly forming
households unable
to afford market
housing (gross p.a.)
Existing
households falling
into need
(average p.a.)
Affordable Housing Need: Social & Affordable Rent
STEP 1: CURRENT NEED STEP 2: NEWLYFORMINGHOUSEHOLDS STEP 3: HOUSINGSUPPLY(RENT)
Current total
affordable
housing
stock
Future annual
supply of
affordable
housing
572 588 309 289 134 30 158
21
Housing Mix
22
Students
local.gov.uk/pas
IPE – External Review
• A glowing endorsement
• Understandable by layperson
• Affordable housing diagram
• Sub-geography approach to mix and size
• No ready made model for student needs
local.gov.uk/pas
What did we learn
Its complex -
LHN and needs
jigsaw
PPG and
processes –
guide towards
old style
This might not
work for
everyone
Data
standardisation -
we can only go
so far
Simpler and
more useable
HNA
Step towards
digital local plan
local.gov.uk/pas
Question time
• How did we do? Any advice for us?
• Can you see an approach like this working for
you?
• Can you benefits in a data driven approach?
• What would your Cllrs think about this?
local.gov.uk/pas
Subscribe to our bulletin
It is where we announce new materials and events.
See also @pas_team

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HNA Slides Show and Tell 14.10.21

  • 1. March 2021 local.gov.uk/pas A journey towards data standardisation for needs assessments A Show and Tell Oct 2021
  • 2. local.gov.uk/pas Welcome • This event is showcase for a recent project. • We are on Zoom. Have you got a name • Turn your camera on, if you like, and we will see you (which is nice!) • We will have a Q and A bit but we might not be able to cover all of them
  • 3. local.gov.uk/pas Who Canterbury City Council – The client Edge Analytics – The consultants IPE – The external pair of eyes
  • 4. local.gov.uk/pas Today’s session What we were trying to do? How we went about it What did we learn
  • 5. local.gov.uk/pas What were we trying to achieve? • Relationship between LHN and para.61 groups • Exploring data standardisation for HNAs • Making a user friendly HNA (de-mystify pop data) • How best to think about identifying student needs – CCC – 16% students in population v’s national ave. of 6.4% – Ability to identify and quantify student housing need
  • 6. local.gov.uk/pas What were we trying to achieve? • Relationship between LHN and NPPF para.62 – Affordable housing needs – Community group needs • LHN starting point • How does the puzzle fit together?
  • 7. local.gov.uk/pas How we went about it • PAS and CCC – scope and brief • CCC procured Edge Analytics • Edge Analytics – built the model and produced HNA • IPE – external review & student research
  • 9. Process ● Strategic Housing Market Area Assessment (2018) - Updated HMA and OAN as required by Local Plan Inspector ● New Local Housing Need methodology (2019) ● Local Plan update started (2019) ● Housing Need Assessment required - procured Edge Analytics Ltd (2020) ● Housing Need Assessment published alongside Local Plan Options Consultation (2021)
  • 10. Brief ● Review the Standard Method to identify a Housing Need requirement figure ● An assessment of housing need for different types of housing: ○ Affordable housing - affordable rent, social rent, affordable ownership ○ Housing mix - including broken down by market and affordable housing, and by sub-geographies ○ Students ○ Older People ○ People with disabilities ○ People who rent ○ Families with children ○ Key Workers ○ Gypsy and Travellers ○ Self-build ○ Service Families
  • 11. Benefits ● Simplified, less subjective process, starting with a clear need figure ● PPG sets out clear methodology for affordable housing ● Cost-effective way to produce robust evidence to inform new Local Plan policies ● More objective - data-driven assessment of the needs of different groups ● Individual assessments focused on different groups throws up interesting challenges ● Presentation and language much better for residents and Councillors
  • 12. Limitations ● Further work required on bespoke issues including “exceptional circumstances” ● Challenging to identify “needs” for all identified groups - limitations linked to lack of existing national and local data ● Any identified needs will not link neatly back to LHN ● Meeting identified needs likely to be challenging through planning policies alone - supply is often market driven e.g. older persons housing ● Variable detail and guidance within PPG on needs of different groups e.g. student accommodation
  • 14. We provide expert Data Science through a combination of data, technology and analytical models to generate insight that better informs business planning and decision-making. We have a particular expertise in demographic modelling, forecasting and optimisation. www.nexusleeds.co. uk
  • 15. • Provide up-to-date intelligence on Canterbury’s housing needs • Standard method Local Housing Need • Affordable Needs (rent/buy) • Housing Mix • Needs of specific groups • ‘SHMA-lite’ • Data graphics and visualisations • ‘Standardisation’ of key calculations/outputs 15 Project Requirements
  • 16. • Review of existing SHMA/HNA approaches • Local, regional and national datasets on demographics, housing, socio-economic and housing market indicators were combined • Series of models and visualisations developed • DOMUS Housing Needs Toolkit: • Database and associated visualisations of key data inputs • Power-BI reports (beta version) 16 Approach
  • 18. • Standard method LHN & benchmarking • Affordable housing need • Housing Mix • Needs of specific groups: • Students • Older people • People with disabilities • People who rent • Families with children • Key workers • Gypsy and Traveller • Self-build • Service Families • Power-BI Reports 18 Outputs Power-BI Reports Final Report
  • 20. 20 Affordable Need - = 66% 34% Affordable Home Ownership STEP 3: FUTURE AFFORDABLE HOUSING NEED (HOME OWNERSHIP) 156 308 Affordable Housing Need: Home Ownership STEP 1: NEED STEP 2: SUPPLY(HOME OWNERSHIP) Annual AFHO Need Households in Need of AFHO All Households in PRS Shared Ownership Re-sales Annual Affordable Home Ownership Completions 16 0 Social/Affordable Rent 1,469 ANNUAL BACKLOG NEED FUTURE HOUSING NEED AFFORDABLE HOUSING SUPPLY + - 73 423 188 STEP 4: FUTURE AFFORDABLE HOUSING NEED (RENT) 15,100 3,450 172 Net Annual Affordable Need (2020–2040) 464 - = TOTAL BACKLOG NEED Affordable Housing Need Summary (2020–2040) STEP 3: FUTURE AFFORDABLE HOUSING NEED (HOME OWNERSHIP) 308 Affordable Housing Need: Home Ownership STEP 1: NEED STEP 2: SUPPLY(HOME OWNERSHIP) Annual AFHO Need Households in Need of AFHO All Households in PRS Shared Ownership Re-sales Annual Affordable Home Ownership Completions 1,469 ANNUAL BACKLOG NEED FUTURE HOUSING NEED AFFORDABLE HOUSING SUPPLY + - 73 423 188 STEP 4: FUTURE AFFORDABLE HOUSING NEED (RENT) Homeless & Temporary Overcrowded & Concealed Other Groups Newly forming households unable to afford market housing (gross p.a.) Existing households falling into need (average p.a.) Affordable Housing Need: Social & Affordable Rent STEP 1: CURRENT NEED STEP 2: NEWLYFORMINGHOUSEHOLDS STEP 3: HOUSINGSUPPLY(RENT) Current total affordable housing stock Future annual supply of affordable housing 572 588 309 289 134 30 158
  • 23. local.gov.uk/pas IPE – External Review • A glowing endorsement • Understandable by layperson • Affordable housing diagram • Sub-geography approach to mix and size • No ready made model for student needs
  • 24. local.gov.uk/pas What did we learn Its complex - LHN and needs jigsaw PPG and processes – guide towards old style This might not work for everyone Data standardisation - we can only go so far Simpler and more useable HNA Step towards digital local plan
  • 25. local.gov.uk/pas Question time • How did we do? Any advice for us? • Can you see an approach like this working for you? • Can you benefits in a data driven approach? • What would your Cllrs think about this?
  • 26. local.gov.uk/pas Subscribe to our bulletin It is where we announce new materials and events. See also @pas_team

Notas do Editor

  1. Edge Analytics has worked extensively with local planning authorities across the UK, supporting the development of Local Plans: SHMA/Housing Needs Assessments Demographic analysis, forecasting and expertise Examination support. Manage POPGROUP products and services on behalf of the LGA Local Plan housing data expertise
  2. The HNA approach began with an extensive review of existing SHMA/HNA approaches, including the existing Lichfields reports for Canterbury, and a wide range of other consultancies/companies SHMAs We then developed a range of models and data visualisations for each of the key inputs to the housing needs assessment. These utilise data from a range of sources. Collation of large volumes of data from published sources, brought together in the DOMUS toolkit.
  3. Generic and client datasets feed into the Housing Needs Model, generating housing need estimates in line with NPPF requirements. If client data is available, this can be included. A number of different models make up the DOMUS toolkit, with visualisation and clear succinct reporting being the key. The models are flexible, in that they can utilise data from publicly-available datasets, incorporating client data where available/required. The DOMUS database is connected to Microsoft Power-BI, for the visualisation of key datasets that inform housing needs assessments. We are also investigating alternative systems for the visualization of datasets, to support clients who don’t have access to Power-BI.