Panel Services

Firms and individuals are invited to join the Adviser Panel to carry out the following roles;

  • Community Development Advisers
  • Legal Adviser (Community & Housing)
  • Legal Adviser (Property, Planning, Construction)
  • Technical Co-ordinator
  • Funding/Finance Adviser
  • Planning Adviser
  • Land/Valuation Adviser
  • Architectural Design Adviser
  • Cost Adviser (Quantity Surveyor)
  • Construction Project Manager

Advisers may provide a number of these services directly or as sub-contracted services.

The intention is to support community groups by providing a list of consultants who are interested in working with communities and can provide the range of skills and advice required to help them deliver housing in their locality.

Please note that inclusion on the list is no guarantee of work, and communities are not required to use consultants from this list.

Each project may require a different approach, therefore one or more of the services offered by the Panel Advisers may be required. Services may be provided as separate commissions, commissioned as a team or provided by one person, for example an Architect who is able to provide project management services as well as completing the designs and plans.

The York, North Yorkshire and East Riding Housing Partnership is particularly keen that Advisers should either be local to the area or have a good knowledge of the area and its issues. Advisers should ideally have experience and knowledge of working with communities and/or on small-scale housing developments.

So that community groups can assess the suitability of Advisers, the following information is requested:

  • Details of experience of working with communities
  • Details of involvement in community led developments, especially housing or self-build projects
  • Details of your membership of any relevant professional body (RICS, RTPI, RIBA, MCIB etc)
  • Details of appropriate insurances
  • An indicative range of daily fee rates
  • The areas where you would like to work

Community groups may use this information to decide who to invite to provide services. It is recognised that each job will be different and that fee rates will vary. It is likely that the group will require you to submit a quotation or respond to a tender in competition with others.

Up-Dating the Adviser Panel

The Advisers Panel is a rolling list which will be regularly updated and refreshed. The initial list was added to the website on 31 March 2018.

The Hub will continue to accept and roll forward expressions of interest until the end of May which will be considered and added to the list at the end of June 2018. Similar updates will then take place every 3 months with a complete refresh for the end of March 2019.

Scope of Services

The services are not strictly defined, but examples of the types of services anticipated are shown below.

Community Development Adviser

Advising communities on;

  • how to generate interest in the community for their project,
  • how to carry out community consultation exercises,
  • how to identify need for housing in their community,
  • the type of legal entity which would be best for their proposed project
  • training for communities on community led activity,
  • funding and fundraising advice for community led housing projects.

Communities will expect that you:

  • have appropriate experience and a track record of working with communities.

Funding/Finance Adviser

Advising communities on;

  • raising development finance for community led housing projects, which may include mortgages, share issues, or crowd funding,
  • how to develop the financial aspects of business plans for community led housing projects,
  • budgeting and cashflow for their organisation and their projects,
  • assessing the financial accounts of consultants, developers and builders
  • the financial risks associated of their projects

Communities will expect that you:

  • will be suitably qualified, preferably a Chartered Accountant,
  • have appropriate experience and track record of development projects and/or working with communities,
  • will be regulated by the Financial Conduct Authority if you provide advice on lending.

Legal Adviser (Community & Housing)

Advising communities on;

  • legal structures,
  • their legal obligations and responsibilities,
  • legal risks and issues,
  • tenancy agreements, landlord responsibilities and housing management issues.

Communities will expect that you:

  • will be registered with the Solicitors Regulation Authority,
  • have appropriate experience and track record of working with communities and/or housing projects.

Legal Adviser (Property, Planning, Construction)

Advising communities on;

  • contracts for advisory services,
  • site acquisitions, option agreements and leases,
  • site disposals,
  • planning issues,
  • restrictive covenants, wayleaves and other land issues,
  • building contracts,
  • contractual disputes.

Communities will expect that you:

  • will be registered with the Solicitors Regulation Authority,
  • have appropriate experience and track record of working with communities s and on land and construction projects.

Technical Co-ordinator

Advising communities on;

  • how to find sites,
  • assessing options for sites
  • how to commission consultants, write project briefs and how to assemble a project team,
  • managing the project team to ensure quality of work and value for money,
  • business plans for projects,
  • viability,
  • submitting planning applications.

Communities will expect that you:

  • will be suitably qualified in a relevant field, such as being a Chartered Member of the Royal Town Planning Institute, the Institute of Housing, the Institute of Project Managers, the Royal Institute of British Architects, the Royal Institute of Chartered Surveyors or a Chartered Project Professional,
  • have appropriate experience and track record of working with communities and/or housing projects.

Planning Adviser

Advising communities on;

  • planning policy matters including liaison and negotiation with Local Planning Authorities,
  • project development by carrying out masterplanning and site layout options to support business plans,
  • submission of plannning applications including liaison and negotiation with Local Planning Authorities,
  • environmental, heritage and listed building issues in relation to planning
  • highways matters in relation to planning,
  • discharge of planning conditions,
  • planning appeals.

Communities will expect that you:

  • will hold relevant qualifications and preferably be a Chartered Member of the Royal Town Planning Institute or the Royal Institute of Chartered Surveyors,
  • have appropriate experience and track record of working with communities and/or housing projects.

Land/Valuation Adviser

Advising communities on;

  • findingd sites
  • appropriate contractual mechanisms to secure land for development
  • site viability
  • valuations to support site acquisition and disposal (not mandatory)

Communities will expect that you:

  • will hold relevant qualifications and preferably be a Chartered Member of the Royal Institute of Chartered Surveyors,
  • have appropriate experience and track record of working with communities and/or housing projects,
  • where providing valuation advice, should be registered as a valuer with the Royal Institute of Chartered Surveyors.

Architectural Design Adviser

Advising communities on;

  • housing design concepts and layouts for feasibility/viability assessment
  • specialist design input where required such as Mechanical and Electrical Engineers, Cost Consultants, Civil and Structural Engineers
  • preparing plans for planning applications
  • preparing full building construction drawings and specifications
  • full design services based on RIBA plan of works
  • landscape design services

Communities will expect that you:

  • will hold relevant qualifications and preferably be a Chartered Member of the Royal Institute of British Architects,
  • have appropriate experience and track record of working with communities and/or housing projects.

Cost Adviser (Quantity Surveyor)

Advising communities on;

  • preparing outline costs for feasibility/viability assessment,
  • cost management and risks involved,
  • procuring builders,
  • assessing tenders from builders for community led housing projects,
  • preparing contracts, including quantities of materials,
  • analysing completed work and assessing payment to contractors,

Communities will expect that you:

  • will hold relevant qualifications and preferably be a Chartered Member of the Royal Institute of Chartered Surveyors,
  • have appropriate experience and track record of working with communities and/or housing projects.

Construction Project Manager

Advising communities on;

  • building works; overseeing quality of the build and how to deal with any issues arising
  • the contractor’s health and safety responsibilities
  • complying with building regulations
  • progress of the works and how to deal with any issues arising
  • managing relationships with the wider community to resolve issues arising from construction operations

Communities will expect that you:

  • will hold relevant qualifications and preferably be a member of the Chartered Institute of Building,
  • have appropriate experience and track record of working with communities and/or housing projects should be demonstrated.

Become an adviser here:

Adviser Portal