This webpage is one of a suite of guides prepared for PAS by Urban Design Learning that collate good practice across the following key areas of implementing BNG.
- Introduction
- Overview
- Case study: Houlton, Rugby: Urban&Civic
- Case study: Roundwood Residential Development: North Hertfordshire District Council and Croudace Homes
- Case study: Data Centre Campus: Northumberland County Council, QTS Data Centres and Arcadis
- Case study: Brookleigh, Mid-Sussex: Homes England
- Key contributors
Introduction
Biodiversity Net Gain (BNG) is an approach to development that ensures that wildlife habitats are left in a measurably better state than they were before the development. In England, BNG became mandatory under Schedule 7A of the Town and Country Planning Act 1990 (as inserted by Schedule 14 of the Environment Act 2021) in Spring 2024.
PAS has been working with local planning authorities (LPAs) to support their implementation of BNG since 2021. LPAs are taking a variety of approaches to ensure they comply with the legal requirements and, in many cases, go above and beyond these to ensure BNG delivers wider benefits.
This webpage is one of a suite of guides prepared for PAS by Urban Design Learning that collate good practice across the following key areas of implementing BNG - the other guides are coming very soon:
- Local Plans, local policy and advice notes
- Monitoring and enforcement
- Making the most of scarce ecological expertise
- Faster decision-making
This guide presents good practice case studies gathered through structured interviews with officers from a wide variety of LPAs and applicants delivering best practice projects across the country.
Beccy from PAS and Paul Dodds from UDL joined Future Homes Hub for a Lunch & Learn on Smoothing Biodiversity Net Gain (BNG) through planning that covered this work on 30 April 2026 and you can watch it back on YouTube. They also made a related Future Homes Hub podcast.
Overview
Each of the four detailed case studies of local planning authorities and developers working together on BNG to smooth the planning process and ensure delivery on the ground includes an overview, challenges, good practice and lessons learnt.
Summary of lessons learnt
- Start early and integrate BNG into scheme design from the outset.
- Be transparent about requirements and expectations.
- Maintain open communication throughout the process.
- Foster a learning culture that recognises that BNG is new for everyone.
- Collaborate across all specialisms - if you can get everyone in the same room, especially for larger schemes, it can improve the quality of the process.
Future Homes Hub hosted a Lunch & Learn: Smoothing BNG Through Planning session where Beccy from PAS and Paul from UDL discussed this good practice. You can also access this on YouTube.
Case study: Houlton, Rugby: Urban&Civic
Urban&Civic deliver strategic residential-led developments of 3,000 to 10,000 homes within approximately 100 miles of London. The company acquires outline planning permission on previous low-grade agricultural or brownfield sites and delivers the infrastructure such as roads, drainage, community buildings including schools and GI. Urban&Civic also oversees the phased build out of homes by housebuilder partners over periods of 20 years or more.
Their Sustainability Framework guides their approach in bringing forward sustainable development. The Framework is structured around five capitals: Physical, Social, Economic, and Natural and Human which includes a BNG target of 25% across its portfolio, adopted prior to mandatory requirements.
Urban&Civic operate a structured process that embeds BNG at every stage of a scheme’s evolution. This approach allows principles to be agreed in stages, avoiding surprises at the reserved matters stage, easing the LPA’s decision-making process and de-risking housing parcels.
The large-scale developer chooses to retain responsibility for delivering strategic GI rather than delegating this to individual housebuilders. The BNG score is calculated on strategic GI and excludes housebuilder parcels. This maintains quality across the whole development, simplifies the planning relationship for housebuilders, and makes the development more attractive to both builder partners and future residents.
Urban&Civic also front-load infrastructure delivery. Community facilities and green spaces are typically put in place early, so that new residents live in a maturing neighbourhood rather than a construction site. From a BNG perspective, habitats established early have more time to develop and contribute more strongly to the overall score.
Houlton is a sustainable urban extension on the edge of Rugby, providing approximately 6,000 homes on the site of the former Post Office Rugby Radio Transmitter. Outline planning was granted in 2014, with delivery starting in 2016. By March 2026, approximately 25% of homes had been delivered, along with a secondary school and a primary school. BNG is delivered entirely on-site; no off-site mechanisms or habitat banks are required.
The site had a low ecological baseline of mostly low-grade agricultural land used for grazing beneath transmitter masts. However, a population of Great Crested Newts (a European Protected Species) was identified, and part of the site (Normandy Hill) is a nature reserve excluded from development. The newt mitigation strategy became a central driver of the masterplan and so green corridors were designed throughout the site to allow movement between habitat areas, including newt tunnels beneath roads. These corridors shaped the urban form of Houlton and are now a defining feature of the development.
Warwickshire County Council was one of the first authorities in England to pilot a BNG metric. Urban&Civic engaged voluntarily with the LPA, measuring Houlton and other sites against the Warwickshire methodology before BNG became mandatory. When the DEFRA 3.1 metric was published, scores were recalculated, and the portfolio average rose from approximately 9% to 23%. This evidence base led Urban&Civic to set their 25% internal target, which they have since consistently exceeded.
Challenges
At Houlton, securing Natural England licences to carry out development works in areas inhabited by Great Crested Newts required sustained engagement with the LPA and Environment Agency. This pre-BNG challenge effectively set Urban&Civic on a nature-positive trajectory, as demonstrating robust ecological mitigation became a prerequisite for unlocking planning permission on large, constrained sites.
BNG knowledge and ecological expertise varies across local authorities. Where specialist ecologists are not embedded in a planning team, developers must invest more in providing ecological expertise and communicating the approach to the environment to all stakeholders including officers, local councillors and the wider community to demonstrate that development can be nature positive.
Each new key phase requires Urban&Civic to re-engage with the LPA, update BNG assessments, and demonstrate that delivery is keeping pace with current legislation and policy. This is resource-intensive but also an opportunity to demonstrate ongoing commitment to improving standards.
Early Pre-Application engagement: Urban&Civic invest in pre-application discussions that run throughout the development lifecycle, from initial outline planning through to phased delivery. These are not one-off events but a series of meetings and presentations covering the full range of planning considerations, of which BNG is one integrated element. Theaim is to ensure that issues are worked through iteratively so that the reserved matters applications deliver the proposals already agreed in principle at outline.
Explaining BNG phasing: In large multi-phase schemes, BNG cannot be assessed parcel-by-parcel as individual parcels will not achieve BNG targets in isolation. Urban&Civic’s pre-application engagement includes clear explanation of how BNG is structured across the whole development, ensuring officers understand the mechanism before the formal application is submitted. This informs how BNG obligations are framed in subsequent Section 106 agreements.
Using BNG assessment to inform the design approach: Urban&Civic assesses BNG at the earliest possible stage and uses this as a structured basis for conversations with LPA. Presenting an evidence-based score moves discussions from the abstract and demonstrates commitment, providing planning officers clarity and plans that can be assessed.
Communicating Beyond the Specialists: Urban&Civic’s experience is that the audience for BNG explanation within an LPA extends beyond in-house ecologists. Planning officers, councillors and community stakeholders all need sufficient understanding to engage meaningfully with what is being proposed. Urban&Civic’s approach is to tell the story behind the score, explaining baseline habitat types, why they score as they do, and what specific interventions are being made.
Large strategic sites on low-grade or brownfield baselines are particularly well placed to exceed the 10% statutory minimum. The combination of low baseline value and available space for habitat creation means ambitious BNG targets are often achievable without sacrificing development viability depending on the particular characteristics of the site.
The key lessons from Urban&Civic in working with LPAs to implement BNG are
For applicants:
- Embed BNG in the scheme design from the start: Measure the baseline early and use the BNG score from the outset for pre-application discussions. It is far harder to achieve good outcomes when retrofitting this into a design conceived around other priorities.
- Invest time in educating nonspecialist LPA, councillors and community stakeholders: sufficient understanding is needed to lead meaningful discussions.
- Tell the story behind the metric: Explain habitat types, baseline scores and specific interventions, particularly where the perception of the ecological value of undeveloped land does not reflect the reality.
- Start with a conservative BNG estimate and aim to increase this as detailed design progresses: this builds credibility and reduces commitment risk.
- Front-load the delivery of GI where possible: Establishing habitats early will mean they mature faster and score better.
- Explore off-site and habitat bank options early as a contingency, especially in areas where LPAs operate their own habitat banks.
For local planning authorities:
- Engage actively in pre-application BNG conversations: early applicant engagement is an opportunity to shape ecological outcomes before positions are fixed.
- Understand how BNG operates in phased, large-scale schemes: The parcel-by-parcel model does not apply, and Section 106 obligations need to reflect the strategic delivery mechanism.
- Build or commission ecological expertise: Even a basic working knowledge of the BNG metric significantly improves the quality of officer engagement and decision-making.
- Recognise multiple benefits: BNG green infrastructure also delivers health, wellbeing, drainage, carbon sequestration and placemaking benefits: Approach BNG discussions as an opportunity to secure broader place quality.
Case study: Roundwood Residential Development: North Hertfordshire District Council and Croudace Homes
North Hertfordshire District Council is one of ten district councils within Hertfordshire, characterised as a predominantly rural district with market towns and notable heritage. The Council includes part of the Chilterns National Landscape which presents opportunities and constraints for biodiversity enhancement. Roundwood residential development in Great Ashby by Croudace Homes comprises 281 new homes on a greenfield site adjoining Stevenage in North Hertfordshire.
Croudace Homes is a family-owned housebuilder, currently delivering 400-500 homes annually. With three regional offices in Caterham, Letchworth, and Theale. The company takes pride in its family ownership structure, which enables a long-term investment approach focused on sustainability and quality.
The development at Roundwood demonstrates that high-quality BNG outcomes are achievable through collaborative, front-loaded processes even on constrained sites. The project's ultimate success rested on mutual respect, technical competence, and shared recognition that quality place-making with genuine biodiversity enhancement serves both commercial and public interest.
The developer has set an internal target of 15% BNG where commercially viable, exceeding the statutory 10% requirement. This commitment reflects the developers' priorities around sustainability factors, including energy efficiency and biodiversity enhancement.
For local developers and LPAs navigating the BNG statutory framework, the Roundwood case study offers a pragmatic blueprint: invest early, engage specialists, structure PPAs carefully, and maintain focus on the fundamental alignment between quality housing environments and biodiversity outcomes.
North Hertfordshire Council maintains comprehensive BNG guidance on its website that provides a clear explanation of BNG requirements, links to relevant national guidance and tools, information about the Local Nature Recovery Strategy (LNRS) and its implications and contact details for pre-application enquiries.
The Council has established a robust pre-application process that encourages developers to engage early on BNG matters. Pre-application engagement proved crucial when working on the scheme by helping to clarify requirements through early discussions, allowing the applicant to understand BNG expectations before significant design work commenced, avoiding costly revisions later. Early engagement identified opportunities for enhanced biodiversity beyond the minimum requirements, and by addressing potential issues early, the formal application process proceeded more smoothly with fewer rounds of amendments.
The Council’s pre-application advice on BNG starts with initial scoping where officers discuss the site context, likely constraints, and opportunities and provide clear direction on assessment requirements, methodology, and local priorities. Developers can submit draft assessments and proposals for informal review and the Council is available for questions and clarifications from the applicant before a formal application is made. Once an application is submitted, officers provide timely and constructive feedback on BNG assessments and proposals and engage in discussion to understand proposals and identify solutions rather than issuing formal requests for information. Officers focus on substantive issues rather than minor technicalities, maintaining momentum while ensuring good practice in BNG.
Like many LPAs, North Hertfordshire faces significant resource challenges. The Council have worked to maximise its effectiveness within these constraints through efficient use of pre-app time by encouraging early engagement to help guide applications onto the right track from the start. The Council also charges for pre-application advice to recover costs to ensure that the service remains sustainable while providing good value to applicants who engage with it.
This approach requires investment of officer time in capacity building, training and maintaining and updating website guidance, in addition to case work. This investment provides value to the LPA as fewer poor-quality applications are submitted that require extensive remedial work leading to more efficient planning processes with reduced delays and higher quality outcomes including better developer relationships.
The scheme design at Roundwood addresses complex site constraints and maximises BNG through several integrated design strategies which are outlined below.
Ancient Woodland buffers are provided along the western site boundary, understorey planting is provided within the 15m wide buffers to deter access while enhancing biodiversity, and comparable buffers are maintained along recently planted woodland to create consistent open space character and maximise habitat creation.
The existing country lane is proposed to be closed to vehicles but retained as a horse and cycle route. Crucially, the former roadway area was reclaimed as enhanced hedgerow and grassland verge, contributing significantly to BNG scores.
Two substantial drainage basins create permanent wetland habitat to prioritise biodiversity and visual amenity despite requiring additional underground storage crates to meet updated flood authority requirements. A small community orchard adjacent to the drainage pumping station provides high-quality habitat for specific biodiversity targets identified in baseline surveys.
The development layout transitions from rigid, formal blocks in the southeast to more fluid, lower-density patterns in the northwest. This graduated approach emerged from workshop discussions about respecting both contexts while creating attractive, marketable 'shop window' frontages onto the permanent water features.
This case study highlights several areas where LPAs can support developers in the effective delivery of BNG which benefits from:
- Quality-Driven Commercial Model: Croudace Homes’ family ownership enables longer-term thinking about value creation through quality. Expertise in local authority planning policy fostered realistic expectations and constructive negotiation.
- Early BNG Integration: Considering BNG from initial landowner discussions through to detailed design avoided costly late-stage redesigns. This early consideration is embedded in Croudace Homes business model, which involves long-term relationships with landowners and an extended timeframe that allows for iterative refinement of layouts and strategies to balance competing demands including BNG, open space, drainage, and commercial viability.
- Investment in specialist ecological expertise: North Hertfordshire invested in internal ecological and urban design expertise to provide specialised input. Croudace Homes engaged Nicholas Pearson Associates to provide landscape architecture and ecology advice and engage directly with officers in technical workshops.
The success of the Roundwood residential development stems from good LPA resource management and collaborative working practices between the authority and the applicant. Recommendations for other organisations include:
- Obtain leadership support: management commitment to collaborative working sets the tone for officer engagement with applicants.
- Prioritise officer training: ensuring staff have confidence in technical matters through continued learning and participation in regional and national forums helps share knowledge, resolve novel issues and enables constructive dialogue.
- Promote regular communication: ensure that the Council and developer stay in touch throughout the process, with regular meetings and correspondence to resolve queries and refine proposals.
- Encourage mutual respect: both parties should approach discussions with professional courtesy and understanding of each other’s constraints and objectives.
- Adopt a joint problem-solving approach: rather than adopting an adversarial stance, both parties need to work together to identify solutions when challenges arise and focus on substantive outcomes rather than adhering to rigid processes.
- Set out clear expectations: published guidance helps developers understand requirements before engagement and applying requirements consistently builds developer trust in the process. Providing technical guidance while remaining open to innovative proposals fosters a transparent working relationship.
- The comprehensive Planning Performance Agreement (PPA) involved multiple interdisciplinary workshops, iterative design development testing layouts against constraints, including the newly required Ancient Woodland buffers, and cost-benefit analysis to evaluate commercial viability against quality aspirations. Croudace Homes encouraged national government and local planning authorities to consider a range of improvements to speed up the planning process and reduce risk.
- Whilst the PPA was helpful, Croudace Homes called for national guidance on appropriate scope, fees, and timescales to improve consistency across LPAs and provide greater confidence in investing significant sums up front. Suggested recommendations for PPAs include: a more defined scope and timeline at outset to control costs and program, phased payments linked to performance milestones with final payment contingent on decision notice to incentivise timely completion, and government guidance on appropriate PPA fees at different project stages.
- The late designation of ancient woodland at Roundwood highlights the importance of definitive, accessible baseline data. The site's woodland was not shown on official maps, leading to late discovery of significant constraints. Proactive mapping updates and clear guidance on when 'de facto' designations apply would reduce costly surprises.
- The extended post-resolution negotiations exposed gaps in guidance for calculating long-term BNG management costs. Developers and LPAs would benefit from government standardisation of methodologies and more realistic assessment of LPA capacity to adopt BNG land before mandating adoption policies.
Case study: Data Centre Campus: Northumberland County Council, QTS Data Centres and Arcadis
Northumberland County Council is a county-level local planning authority in the northeast of England. The Council has successfully collaborated with QTS Data Centres to plan for a nationally significant development campus of 10 data centres at Cambois, a 102-hectare former coal stocking yard site on the Blythe Estuary.
The collaboration between the Council and QTS/Arcadis resulted in approval of a major employment project while delivering genuine biodiversity enhancement. While the approach has drawn the criticism of some who view the use of Rule 4 in enabling habitat loss, the case study demonstrates how regulatory frameworks can be applied pragmatically to deliver both economic and environmental benefits.
The site for the Data Centre Campus was once one of the most significant employment sites in Northumberland, however it has been derelict for 20 years, during which time it has developed high ecological value, including significant areas of open mosaic habitat. The development proposal presented a unique challenge for the delivery of BNG at a time when mandatory BNG requirements were coming into effect
The primary challenge included addressing the loss of open mosaic habitat, a scarce and valuable habitat type. Despite the applicant creating a slightly larger area of open mosaic habitat on-site through landscaping, the BNG metric (accounting for risks and time lag in habitat maturation) calculated a deficit of 152 biodiversity units of open mosaic habitat plus many units across a range of other habitat types. At the time, only 8-9 open mosaic habitat units were available on the market across England, making it practically impossible to purchase sufficient off-site credits. Open mosaic habitat is not straightforward to create at such a large scale, presenting a significant barrier to development approval.
A solution emerged through close, pragmatic collaboration between multiple stakeholders including the Council's ecology team, who worked closely with the applicant to explore all viable options for delivering the required units.
Advance Northumberland, the Council's arm's length development company, agreed to allocate a large site (approximately 270 hectares) at Potland Burn Habitat Bank for habitat creation comprising a highly complex mosaic of grassland, scrub and pond habitats, and the development company, QTS Data Centres, committed to funding both the habitat creation and 30-year management. The Council utilised Rule 4 of the BNG Guidance, which allows local planning authorities to deviate from the usual BNG trading rules in exceptional circumstances, in this case for the creation of a highly complex mosaic of habitats at a landscape scale
This collaborative approach required all parties to be flexible and solution focused. There were moments when the public authorities had concerns about committing significant land or using untested regulatory provisions, but the shared commitment to delivering economic growth while meeting environmental obligations ensured the process kept moving forward.
Arcadis was commissioned by QTS to provide environmental consultancy advice in support of the planning application. Ecology formed one part of Arcadis’s input alongside landscape architecture, contaminated land, hydrology, noise, and air quality. The outline planning application was submitted approximately eight months after commission, a rapid turnaround that was partly enabled by existing ecological data from the previous planning application on the site.
BNG was identified as one of the most significant ecological constraints from the outset. The brownfield site at Cambois has been vacant since the decommissioning of Blyth Power station 2003. The site supports high value habitats, presenting a series of interconnected challenges:
Open Mosaic Habitat (OMH): The unusual soil conditions created by decades of coal deposition had given rise to a significant extent of OMH on the previously developed land, a nationally rare habitat type. Natural England’s online mapping showed the entire site as OMH, this was mapped more accurately and reduced through detailed botanical surveys combined with ground investigation data, soil data, and analysis of the site’s industrial history.
Financial viability: OMH scores highly in the BNG metric and unit availability varies on the habitat bank market. Offsetting the projected loss under standard like-for-like trading rules would have cost tens of millions of pounds, potentially making the entire scheme unviable.
No precedent for Rule 4: Rule 4 permits the creation of different habitats in place of those lost, this was explored as an alternative approach but had not previously been applied. This meant that there was no established benchmark or case study to reference, and the guidance terminology such as “landscape scale” was undefined in BNG guidance.
Absence of OMH units on the market: Even had like-for-like offsetting been pursued, OMH units were not available for purchase at the time. Potland Burn in Northumberland, was identified as a potential offset site. However, it was found to be unsuitable for the creation of OMH due to existing high-quality grassland soils. Importing the contaminated substrate needed to replicate OMH conditions would have been logistically and ecologically problematic.
Securing the offset at scale: The project required approximately 70% of all available units at Potland Burn (c.274ha). No other single site in Northumberland was of sufficient scale to meet the ‘landscape scale’ requirement under Rule 4. Splitting units across multiple sites, or using a site outside the county, was rejected as it would have undermined the justification or incurred BNG metric penalties from the distance multiplier.
Phasing complexity: The development was originally programmed across eight phases, each requiring its own BNG metric. Delays in planting within any phase can affect the metric calculation, adding to the complexity of implementing BNG through the Reserved Matters process.
The successful collaboration between Northumberland County Council, QTS Data Centres and Arcadis offers the following lessons:
- Embrace strategic vision: Advance Northumberland prioritised biodiversity over other potential uses such as housing and solar developments for the Potland Burn site, recognising the strategic importance of enabling the delivery of the data centre. Having control of suitable land for BNG can provide LPAs with valuable flexibility in implementing BNG.
- Obtain senior leadership approval: the developer engaged directly with the chief executive and leader of the Council from the outset, ensuring high-level political and officer support for the project.
- Have the willingness to innovate: the Council was prepared to use Rule 4, despite having no precedents to reference, demonstrating willingness in applying new regulations. Both QTS and the Advance Northumberland (owner of Potland Burn habitat bank) sought independent legal review of the Rule 4 justification. Advance Northumberland appointed a specialist environmental law firm with BNG expertise. Both reviews returned supportive conclusions, giving all parties confidence in the approach and ensuring the Council’s acceptance was itself legally defensible. This dual sign-off was essential given the absence of any prior precedent.
- Secure long-term financial commitment: the developer agreed to fund the creation and 30 years of habitat management, ensuring genuine biodiversity gain.
- Pragmatic problem-solving: all parties maintained focus on finding workable solutions rather than rigid adherence to initial positions. Maximising habitat creation opportunities onsite was key to justifying the use of Rule 4 to address the remaining deficit, by ensuring that the mitigation and BNG hierarchies had been followed as far as possible. Arcadis’s approach was to work through issues internally and bring worked-up solutions to the LPA for discussion and endorsement, rather than raising unresolved problems and expecting the Council to find the answers. On occasions where the team’s proposals were challenged, this strengthened the final justification rather than creating friction between the LPA and applicant.
- Consistent communication is key: the Council's in-house ecology team maintained regular dialogue with the applicant throughout the process. This open communication allowed parties to voice concerns early, such as the use of Rule 4 and provision of significant land for BNG, and work through them collectively rather than allowing them to become blockers. The working relationship relied on telephone calls and direct conversations rather than formal written exchanges. The officer at Northumberland was readily available, responding to emails promptly and making time for calls, even within busy periods. This responsiveness was described as exceptional and instrumental to keeping the project moving at the pace required. Where BNG guidance lacked clear definitions, the team developed their own reasoned approach collaboratively with the Council. Both the applicant and the Council worked together to build the justification for the use of Rule 4, with neither side driving it unilaterally.
- Start BNG planning early: BNG should not be treated as something to resolve at the back end of the programme. Habitat bank units in high-demand areas are being acquired quickly by competing projects, and late movers may find themselves with limited or no local options. Identifying offsetting locations and building relationships with providers should begin at the same time as the initial ecological surveys. Arcadis initiated conversations with Northumberland Council and Natural England at the earliest stage of the project, before the BNG position was resolved. This meant that by the time the team began exploring Rule 4, the LPA was already familiar with the site, the habitat constraints, and the financial context. The Council was engaged as a genuine partner in working through the problem rather than being presented with a solution after the fact.
- Get the ecological baseline right first: on brownfield sites where OMH may be present, accurate habitat identification is critical before any BNG position is formed. The financial difference between an OMH unit (c.£48,000) and a grassland unit (c.£25,000) means that errors in the baseline — in either direction — have major consequences. Robust botanical surveys, cross-referenced against soil surveys, ground investigation data, desk study data and site history, is essential.
- Engage the LPA as a partner from the outset: the collaborative relationship with Northumberland County Council was the most important single factor in the project’s success to date. Early, open engagement allowed both sides to work through a novel and complex approach together, building mutual confidence and shared ownership of the solution. The importance of having ecological expertise within both teams (the consultants and the Council) was highlighted in making the collaboration effective. The LPA was not simply a passive decision-maker and having strong technical capability on both sides enabled more sophisticated and faster problem-solving.
- Rule 4 requires robust justification: it is not a BNG loophole and should not be approached as one. The three criteria under Rule 4 set a high bar and demonstrating them convincingly requires evidence built from multiple sources. The approach is more likely to be applicable to large-scale developments where the financial and ecological case for landscape scale intervention is clear and achievable.
- Know the boundaries of the ecology consultant’s role: commercial negotiations over unit pricing and payment terms are matters for legal and commercial teams. Ecologists can advise on what constitutes a technically reasonable fee but should not be drawn into acting as commercial negotiators. Being clear about professional boundaries protects the integrity of ecological advice.
- Account for phasing implications in the BNG metric: where developments are phased and on-site habitat creation forms part of the BNG calculation, any delays in delivery will affect the metric. This needs to be planned for from the outset of the Reserved Matters process and ideally not addressed reactively when delays occur. This project shows that BNG, even in its most complex form, need not be a barrier to development when the applicant’s consultant and the LPA work together openly, bring strong technical expertise to the table, and engage early. The QTS scheme is among the first to apply Rule 4 successfully, however, it should only be applied in very specific circumstances.
Case study: Brookleigh, Mid-Sussex: Homes England
Homes England is the government's housing and regeneration agency, operating in two main areas:
- Investment: Providing grants, loans and infrastructure funding to private developers and registered providers to enable affordable housing delivery, supported by substantial HM Treasury funding.
- Land and Development: Acquiring and developing large sites that have experienced market failure. As a government agency Homes England can take a long-term view and invest in upfront infrastructure that helps to unlock the delivery of complex sites.
Brookleigh is a new sustainable community of 3,500 homes in Mid-Sussex, acquired by Homes England in 2017-2018 from multiple landowners. The development illustrates how early engagement, strategic planning, and long-term partnership between the applicant and the LPA can deliver substantial environmental benefits alongside the delivery of homes and infrastructure. While Homes England’s position as a government agency provides some unique advantages, many of the collaborative practices demonstrated at Brookleigh can be adopted by private developers and LPAs elsewhere. The key is to establish BNG as a shared objective from the outset, build strong working relationships, and maintain dialogue throughout delivery.
Brookleigh is a new sustainable community in Mid-Sussex, acquired by Homes England in 2017-2018 from multiple landowners. As master developer, Homes England secured control of the land and secured funding for delivery of infrastructure, delivers strategic infrastructure (such as main roads, major open spaces, ancient woodland buffer, and a primary school), parcels the site into serviced plots of 200-300 homes for housebuilders to delivery, supports developer partners through the Reserve Matters Application process , and co-ordinates delivery of transport, social and community infrastructure with stakeholders including Mid-Sussex District Council (MSDC) and West Sussex County Council (WSCC). This role enables a strategic, coordinated approach to BNG that would be difficult to achieve with fragmented land ownership and development.
Homes England undertook extensive pre-application engagement with MSDC. This early collaboration provided several benefits including understanding Local Authority priorities through early discussions, shaping the masterplan to ensure biodiversity enhancement was central to the design development, aligning expectations on design quality, environmental standards, delivery mechanisms and reducing potential conflicts during the application process, and Building trust through early dialogue which built a collaborative partnership that will hopefully be maintained throughout the multi-year delivery of Brookleigh.
Rather than treating BNG as a separate requirement, Homes England integrated biodiversity enhancement into the structure of the Brookleigh masterplan through strategic Green Infrastructure (GI) and ancient woodland buffer zones. Biodiversity areas were designed to connect and create ecological networks across the development, not just isolated pockets of habitat. The landscape led masterplan also preserved the most valuable habitats at Brookleigh including retaining ancient hedgerows which hold high biodiversity value.
While the formal 10% BNG requirement only came into force in 2024, the Brookleigh development was designed to deliver substantial biodiversity gains from the outset as it was secured in the Section 106 which was completed in October 2019. The Section 106 required Homes England to provide a Biodiversity Baseline Assessment (a set of BNG calculations) and a Biodiversity Scheme, prior to commencement. The Scheme sets the post-development target BNG scores for every parcel of the site and the habitat enhancement, creation and management measures needed to achieve them. The Section 106 also requires progress reports at intervals relating to number of homes built i.e. prior to the occupation of each tranche of 500 dwellings. These will assess the current biodiversity score and any amendments needed to the biodiversity scheme to achieve the biodiversity objective.
A key advantage of Homes England’s position as a government agency is the ability to invest in infrastructure upfront. This approach meant that major biodiversity enhancements could be delivered earlier in the development programme, ensuring ecological benefits accrued throughout the build-out period rather than being deferred to the end.
The scheme has been recognised by Natural England and the Forestry Commission as demonstrating exemplary practice in integrating nature recovery with housing delivery.
Homes England has also undertaken extensive community engagement to explain BNG plans and gather local input on how green spaces should be designed and used. This has helped ensure that biodiversity areas also serve community recreation needs, creating multiple benefits from the same land.
The success of BNG at Brookleigh has depended on collaboration with a wide range of stakeholders beyond the LPA including Natural England, The Woodland Trust and Forestry Commission, and other local nature-based interest groups as well as multiple housebuilders who deliver the individual development parcels under a Building Lease.
Partnerships with housebuilders allow Homes England to ensure Reserve Matters applications comply with BNG requirements and design standards, coordinate ecology across parcel boundaries to maintain habitat connectivity, and align delivery of individual parcels with the wider strategic vision for GI.
Local authorities can be reluctant to take on long-term stewardship due to financial constraints and competing priorities. Homes England has encountered this challenge on other schemes where councils are unwilling to adopt GI, creating uncertainty over long-term management. At Brookleigh, MSDC agreed from the outset to take on long-term stewardship of strategic open spaces and parkland. This commitment is formalised through a Section 106 Agreement, a phased transfer where Land is transferred to the Council in phases as the development builds out, rather than all at once at the end of the scheme, detailed specifications for what GI will look like secured in planning documents that form approved documents , and Section 106 contributions that provide funding for the Council to maintain and manage the spaces. This arrangement provides certainty that biodiversity enhancements will be maintained and managed appropriately fulfilling the fundamental purpose of BNG.
Homes England has implemented a robust design governance framework to ensure that biodiversity objectives are maintained throughout the development lifecycle.
A comprehensive Design Guide establishes standards for: landscape design and habitat creation, ecological connectivity between development parcels, Integration of sustainable drainage with biodiversity objectives, and protection measures for sensitive habitats during construction.
As master developer, Homes England reviews all Reserve Matters Applications from housebuilders prior to submission to MSDC to ensure they comply with the Design Guide, meet outline planning permission requirements, and deliver the required biodiversity outcomes secured in the Section 106. This governance ensures consistency across the multiple parcels being developed by different housebuilders, preventing the fragmentation of ecological networks.
The partnership with MSDC extends to ongoing monitoring of biodiversity outcomes through regular monitoring by Homes England and the Council as required by the Outline Planning Permission conditions and Section 106. This allows both parties to work together and respond to new guidance, emerging best practice, and lessons learnt from early delivery phases.
Homes England must balance ambitious environmental goals with the need to deliver homes efficiently. The master developer model and upfront infrastructure funding have helped achieve this balance by enabling a strategic approach where both objectives support each other rather than competing. Managing biodiversity delivery across multiple parcels being built out by different housebuilders requires co-ordination. The Design Guide and Reserve Matters review process help maintain standards but require ongoing effort and clear communication.
The Brookleigh development has progressed through a period of significant change in biodiversity policy, from pre-NPPF 2021 requirements through to the formal introduction of mandatory 10% BNG in 2024. However, the scheme does not need to adapt to the new requirements as these only applied to Outline Planning Applications submitted after February 2024.
The key lessons from the Homes England led Brookleigh development are:
- Start early and maintain dialogue: Starting discussions at pre-application stage and maintaining regular contact throughout delivery creates alignment and prevents problems.
- Integrate BNG into masterplanning from the outset: Rather than treating biodiversity as a constraint to be mitigated, successful schemes should integrate it as a fundamental element of the masterplan. This creates better outcomes for both housing and the environment.
- Address stewardship early: Long-term management is critical to BNG success but often overlooked in early planning. Applicants should engage with local planning authorities early about stewardship arrangements and be prepared to provide appropriate funding.
- Deliver front-loaded infrastructure where possible: While not all developers have Homes England’s ability to invest upfront, mechanisms should be sought to enable early delivery of strategic GI. This could include phasing arrangements, grant funding, or infrastructure-first development models.
- Build in design quality controls: Clear design guides and review processes help maintain biodiversity objectives throughout multi-phase, multi-developer schemes. These controls should be established through outline planning permissions and Section 106 agreements.
- Engage specialist expertise: Working with organisations like Natural England, Environmental Records Centres, the Woodland Trust, and local wildlife groups can provide specialist knowledge that improves biodiversity outcomes and builds credibility with these groups and communities.
- Invest in community engagement: Explaining BNG plans to local communities and involving them in decisions about green spaces helps build support for development and ensures biodiversity areas also serve community needs.
- Embrace adaptive management: Long-term schemes need flexibility to respond to new guidance and best practice. Regular monitoring and open dialogue between applicant and LPA enable continuous improvement throughout the delivery period.
Key contributors
Many thanks to the following for contributing towards this guidance:
- Arcadis
- Croudace Homes
- Homes England
- Northumberland County Council
- North Hertfordshire District Council
- Urban&Civic
If you are part of a local authority and would like more information, contact PAS at [email protected] and sign up to the BNG Network.