Transport & viability

Financial Viability Assessments

An appraisal of scheme viability where financial evidence is needed in the planning process.

When this service may be useful

Financial viability evidence may be needed where a proposal’s ability to support planning obligations or other requirements needs to be assessed. The case depends on reliable cost, value and development assumptions.

How the work is approached

Specialist input reviews the scheme information and agreed financial inputs, develops the appraisal and explains assumptions and sensitivity. The report identifies how changes to key variables affect the conclusions and which evidence supports the input values.

What you receive

You receive the agreed viability report and appraisal outputs. Independent review, valuation instructions, negotiations and subsequent updates are confirmed separately where needed.

What we need to start

Scheme drawings, cost estimates, value assumptions and relevant planning obligations.

We review the site, proposal and planning stage to agree the appropriate scope. Specialist surveys and assessments are coordinated where needed.

How our planning consultancy process works

ILLUSTRATIVE REPORT PREVIEW

Financial Viability Assessment

Front cover and contents page examples. The document structure is tailored to your instruction, site and relevant planning requirements.

Financial Viability Assessment illustrative front cover
Front cover
Financial Viability Assessment illustrative contents page
Contents page

What the report should contain

This outline explains the purpose of each section. The final contents depend on the agreed scope, available evidence and requirements of the local planning authority.

  1. Document control & executive summary

    Project details, reference, revision, date, author, reviewer and a concise summary of the key findings.

  2. Purpose, scope & professional declarations

    Define the planning question, instruction, competence and independence declarations.

  3. Site, proposal & obligations

    Describe the scheme and policy requirements being tested.

  4. Valuation date & appraisal method

    State the effective date, methodology and financial assumptions.

  5. Development values & market evidence

    Explain revenue assumptions and supporting comparable evidence.

  6. Development costs & programme

    Record build costs, fees, finance, abnormal costs and timing assumptions.

  7. Benchmark land value & return

    Explain land-value evidence and the developer-return assumption.

  8. Appraisal results & sensitivity

    Present results and test changes to the key assumptions.

  9. Obligations, conclusions & review

    Explain the supportable outcome, limitations and any review mechanism or negotiations.

  10. Appendices & evidence register

    Index relevant plans, photographs, calculations, surveys and source documents; include only the evidence relevant to this instruction.

Read our planning supporting documents guide to explore related evidence.

YOUR QUESTIONS ANSWERED

Financial viability assessments FAQs

Clear answers to help you plan your next step.

Still have a question?

Tell us about the site and we will confirm what is needed and what it should cost.

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Does the report include council negotiations or independent review costs?

Only where expressly included. Preparation of the appraisal, valuation instructions, independent review, negotiations and later updates can be separate tasks. The fee proposal confirms the agreed responsibilities and costs.

What information should I provide to get started?

Scheme drawings, cost estimates, value assumptions and relevant planning obligations.

How is the fee for this service confirmed?

The price shown is a starting estimate for the stated scope. We review the site, proposal, available information and required deliverables, then confirm the fee, exclusions and programme in a written quotation before appointment.

How do your specialists work together on a project?

We bring the relevant planning consultants and specialist providers into a coordinated project team. They work from an agreed brief and current proposal, with dependencies and design changes discussed across disciplines. Each consultant remains responsible for their own professional advice and agreed deliverables.

PART OF A COORDINATED APPOINTMENT

Your specialist evidence, connected.

This service can form part of a wider coordinated planning appointment. We bring the relevant consultants together to work alongside your design team, discuss assessment findings and identify how recommendations affect other reports and the proposal.

Your fee proposal confirms who prepares each document, the information it relies on and the limits of the instruction. A report provides evidence for the council’s assessment; the planning decision remains the council’s. Explore how our consultants work together or discuss the team your project needs.

YOUR NEXT STEP

Discuss your requirements.

Tell us about the site, what you want to achieve and any deadline. We will review it and suggest an appropriate next step.

Call 020 8004 4464 or email info@greencodeconsultants.com.

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