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Affordable housing statement

Used to assess the provision of local affordable housing as part of any residential scheme, in the context of our planning policies.

When required

For residential developments consisting of:

  • nine or more dwellings in Kendal, Ulverston, Grange over Sands, Milnthorpe and Kirkby Lonsdale
  • three or more dwellings outside of these areas and any new dwellings outside settlement boundaries where it does not constitute in-filling or rounding-off in the smaller villages and hamlets

This includes the conversions of buildings to dwellings and the creation of live/work units.

Draft heads of terms (PDF 36KB/5 pages) for the provision of affordable housing by way of a S106 Agreement should be included in your statement.


An affordable housing statement should specify what is being proposed with regard to affordable housing and should provide a justification for the amount and type proposed.

A typical affordable housing statement should include details of the following:

  • the total number of all residential units
  • the number of affordable units; numbers of bedrooms and property types across all tenures to demonstrate representative mix of unit types and sizes
  • plans showing the location of units
  • the different levels or types of affordability or tenure proposed for different units. This should be clearly and fully explained in line with policy expectation
  • explanation as to how the affordable housing units will be managed

The affordable housing statement should be accompanied by a report from an independent chartered surveyor and should provide market valuations for each affordable unit.
If the level of affordable housing proposed on site or contribution towards off-site provision is less than required by policy, this should be fully justified and will normally require a viability assessment.

Fee for affordable housing appraisals

  • 1 to 10 dwellings £720 including vat
  • 11+ dwellings £1,440 including vat

Please note there is a separate fee, payable in addition to the standard planning fee, for applications requiring a viability assessment.

The fee is to cover our costs in appointing an independent professional to evaluate the assessment submitted.