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ITEM EX12

EXECUTIVE – 12 NOVEMBER 2002

PROCEDURES FOR THE ACQUISITION AND DISPOSAL OF PROPERTY

Report by Director of Environmental Services and Director for Business Support

Introduction

  1. An officer working group was set up in April 2002 to review the County Council’s procedures for the acquisition and disposal of property. The group consists of officers from Environmental Services, Business Support (Treasury and Legal Services) and W S Atkins. The group has considered the procedures in place under the Council’s present Constitution against those of the former Standing Orders, as well as other relevant guidance and legislation. The report highlights areas where improvements can be made and makes appropriate recommendations.
  2. The recommendations all relate to the specific powers and functions of the Director of Environmental Services in relation to property which are set out in Section L of the Constitution. These are reproduced in Annex 1; the proposals set out in this report are scheduled in Annex 2. These proposals will also be affected by the ‘Growing our Corporate Capacity’ organisational changes. Any such effects are however likely to be limited to the identity of the appropriate officer and can be dealt with in the composite amendments to the Constitution which will be made in response to those changes.
  3. Disposal of Council Property

  4. Former Standing Order 27 imposed an express requirement that any property valued over £5,000 which was surplus to requirements should not be sold other than by public auction, sealed bid or by tender after public advertisement. Exceptions could be made only with the authority of the Operations Sub-Committee (or Council where the value exceeded £500k.)
  5. No such provision has been included in the Constitution. Whilst it might be thought that good practice would ensure that appropriate disposal procedures were always followed, it would nevertheless be prudent, and consistent with advice issued by the Local Government Ombudsman (see Annex 3), to condition the provision relating to property disposals (Annex 1 – paragraph (i) generally as provided by the former Standing Order.
  6. It is recommended however that the threshold for seeking competitive bids should now be increased, as it was set many years ago. £25,000 would appear to be a reasonable level and in line with a standard threshold adopted in the Contract Procedure Rules. Above this threshold it is suggested that any proposal for an exception should be subject to consultation with the Leader and Deputy Leader of the Council.
  7. Acquisition of Property

  8. At present the Director is authorised to "arrange" leases, tenancies and purchases up to specific amounts. A need is seen to clarify this provision, so that the Director has clear authority to act without limitation as to value, on the basis that the necessary expenditure will need to have been authorised either by the Executive or by a Director or Head of Service under delegated powers.
  9. Planning and Other Consents and Agreements

  10. The existing list of delegated powers already includes authority for the Director to seek planning permission for development – which might be for the County Council's own development or to establish the market value of surplus land which is to be sold. This was introduced to ensure that there was no doubt as to the validity of any application, not least in the event of an appeal. On the basis of challenges experienced in the context of planning appeals on this sort of point, it is considered that the provision should be broadened to include express authorisation for pursuing applications to appeal, as well as for other consents that may be necessary in the case of particular developments.
  11. There is also a need to reproduce an authorisation given to officers by the former Operations Sub-Committee to enter into planning obligations where these are required as a precondition of the grant of planning permission for sites being disposed of by the County Council. This was not picked up when the new list of delegated powers was drawn up for inclusion in the Constitution. It is proposed that any action taken should be reported to the Executive via the annual report on the performance of the Council’s property assets. If the planning obligation appeared to raise policy issues there would of course be a need to seek the authority of the Executive in any event.
  12. The Crichel Down Rules

  13. The Crichel Down Rules apply where land is acquired from a landowner by, or under threat of, compulsory purchase, either by Central Government or by a local authority. In essence the Rules establish the principle that, if the land acquired subsequently becomes surplus to requirements and at that stage it has not materially changed in character, fair administration requires that the former owners or their successors should be given a right of first refusal to buy back the land should they so wish, at current market value, before it is sold to any third party.
  14. The Crichel Down Rules were included in Local Government Ombudsman Guidance which was subsequently adopted by this authority some years ago. Strictly applied, adherence to these rules can lead to delays in disposing of surplus properties in different situations including where, for example, the successors to a former owner may not be readily identifiable. It is recommended that a suitable caveat be added so as to record the presumption that the Rules will apply, but leaving him discretion not to apply them where circumstances make it inappropriate to do so. The addition is set out in Annex 2.(f)(ii).
  15. Other Amendments

  16. The proposals in Annex 2.include proposals to put the above into effect. Some additional detailed amendments are also proposed (references are to the existing text in Annex 1):

  • Paragraph (b) is omitted as it is covered by (h);
  • Paragraph (d) is omitted as it now appears in the Contracts Procedure Rules;
  • Paragraphs (e) and (f) are omitted as they are covered by the new (a) in Annex 2..

Responsibility for Property

  1. The former Standing Orders included provisions giving responsibility for property to Service Departments and Chief Officers. There is no such provision in the present Constitution. Responsibility for property at member and officer level is being considered by the Best Value Review for Property Services. The report of the Review is likely to include appropriate recommendations.
  2. RECOMMENDATIONS

  3. The Executive is RECOMMENDED to agree the variation of the Specific Powers and Functions of the Director of Environmental Services in respect of property (as presently reflected in the Schedule to Section L of the Constitution) as described in the report and set out in Annex 2..

DAVID YOUNG
Director of Environmental Services

CHRIS GRAY
Director of Business Support

Background Papers 'Disposal of Land - Guidance on good practice’ – Local Government Ombudsman

Contact Officer: Peter Taylor, Property Client Section, Environmental Services, 01865 815681

November 2002

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