Templates, Checklists and Examples

Section outline: health impact assessment for 200 units

6 min readBy PlanScope Editorial Team

A working section outline for a health impact assessment on a major residential scheme, written so a case officer can lift the findings straight into a committee report.

A health impact assessment outline for a 200-unit residential scheme needs eight working sections, and the order matters because the reader is a case officer who has to lift the findings into a committee report. Put the screening decision first, the baseline second, the determinants in the middle grouped by theme, and the commitments at the end where they can be cross-referenced to the heads of terms. Anything that does not fit that spine belongs in an appendix.

At 200 units the scheme is a major application, likely to be committee-determined, and likely to attract comment from the upper tier public health team. Write it for them.

Screening and whether an assessment is needed

Open with the trigger. Name the local plan policy or supplementary planning document that requires the assessment, the threshold it applies, and how the scheme meets it. If the authority uses a particular appraisal tool, say which and confirm you have followed it.

Then state the scope you have agreed. Which determinants are in, which are screened out, and why. A screening table with the determinant, the reason for inclusion or exclusion and a reference to where it is dealt with gives the officer a map of the document.

Keep this section to two pages. It is the part most likely to be read in full.

Population baseline and health profile

Describe two populations: the people who already live in the study area, and the people expected to live in the scheme.

For the existing population, use Office for National Statistics census and population data for age structure, household composition, tenure and car ownership, government health profile data for life expectancy, deprivation and prevalence, and the local authority joint strategic needs assessment for adopted health priorities. Name every source and give the date.

For the incoming population, derive the profile from the housing mix using a stated occupancy assumption, and say what the assumption is. A 200-unit scheme weighted to one and two bedroom flats produces a different population from one weighted to family houses, and the whole assessment follows from that.

State the study area geography and justify it. A walking catchment of a stated distance is usually more defensible than a ward boundary, because ward boundaries rarely match how people move.

Housing quality and affordability effects

Cover space standards against the nationally described space standard or the local equivalent, dwelling mix against the assessed need in the authority's own evidence, tenure and affordable provision, accessibility and wheelchair-adaptable units, private and communal amenity space, overheating and ventilation, and daylight within the new units.

Two points that carry weight with a public health reviewer. Single-aspect north-facing units are a recognised concern and the assessment should say how many there are. And overheating results from the dynamic thermal modelling should appear here rather than only in the Overheating Risk Assessment, because a committee will not read both.

Affordability is a health determinant, not just a policy test. Say what the affordable offer is and how it responds to the local need identified in the authority's evidence base.

Active travel and open space

Describe the routes people will actually use, measured on the ground rather than as the crow flies.

The content that works: walking and cycling distances to the nearest primary school, secondary school, GP surgery, pharmacy, food shop, bus stop and park, each measured along the real route with a plan showing it. Quality of those routes, including crossings, lighting, gradients and severance by main roads. Cycle parking provision by type against the local standard. Public transport frequency at the nearest stops.

Then open space. Quantity provided on site against the local standard, quality and type, play provision by age group, and the distance to the nearest publicly accessible park with its size and facilities.

Where the scheme delivers new routes or upgrades existing ones, quantify what changes. A statement that the scheme promotes active travel with no numbers behind it does nothing.

Access to services and facilities

This is the section a committee reads most closely, because it is where local objections concentrate.

Cover GP and dental capacity, drawing on the position from the integrated care board rather than assuming, school places by phase using the authority's own place planning data, and community and social infrastructure within the catchment. Set out the additional demand the scheme generates using the population profile from the baseline, with the calculation shown.

Where capacity is constrained, say so and set out the contribution being offered. A Social Infrastructure Assessment covering the same ground in more detail can carry the calculations, with this section summarising them.

Do not claim a scheme has no effect on GP capacity at 200 units. It will, and the honest position is better received than the optimistic one.

Air quality, noise and mental wellbeing

Pull the findings from the technical assessments and interpret them for health rather than repeating them.

For air quality, state the concentrations at the worst-affected facade against the objectives, how many units are affected, and what the mitigation is. For noise, state the internal and external levels achieved and how, and whether any amenity space fails the guideline levels. Both should reconcile exactly with the Air Quality Assessment and the noise work.

Mental wellbeing is harder and gets written badly more often than any other determinant. Keep it to what the scheme physically provides: green space visible from dwellings, defensible space and natural surveillance, lighting on routes, opportunities for social contact in shared spaces, and management arrangements that give residents some control over their environment. Avoid claims about community cohesion that nothing in the drawings supports.

Mitigation and enhancement measures

Set every commitment out as a schedule, and give each one a delivery mechanism.

The columns that make it usable: the determinant, the effect being addressed, the measure, whether it is mitigation or enhancement, how it is secured, which drawing or document it appears on, and who is responsible. Securing means a condition, a head of terms in the section 106 agreement, or a design feature already fixed on an approved drawing. A measure with no mechanism is an aspiration and should be labelled as one.

Keep mitigation and enhancement in separate blocks. Committees notice when a scheme claims credit for measures that only offset its own effects.

Monitoring commitments

Short section, and easy to get right.

Propose what will be monitored, by whom, when and against what baseline. Travel plan monitoring with modal share surveys at stated intervals is the usual backbone, and it is normally secured through the Travel Plan and the section 106 agreement. Add occupancy and tenure monitoring where the affordable offer is phased, and play space and landscape establishment monitoring where those are the main enhancements.

Say who receives the reports and what happens if a target is missed. A monitoring commitment with no consequence is a reporting exercise.

An illustrative structure for the whole document: two pages of screening, four of baseline, twelve across the determinant sections, three for the mitigation schedule, one for monitoring, with the methodology, the data tables and the route plans in appendices. Roughly twenty-five pages of readable material, which is about the limit of what will actually be read.

PlanScope can produce an AI-assisted draft Health Impact Assessment structured to this outline, flagging where site data is missing rather than filling gaps with estimates. Councils usually expect a suitably qualified author for this kind of evidence, so professional review is strongly advised.

PlanScope provides AI-assisted draft reports for planning applications. Reports should be reviewed before submission. We do not guarantee planning approval. For specialist technical reports, qualified professional input may be required.

Frequently asked questions

How long should a health impact assessment be?

Around twenty-five pages of readable material, with methodology, data tables and route plans in appendices. A workable split is two pages of screening, four of baseline, twelve across the determinant sections, three for the mitigation schedule and one for monitoring. Anything longer will not be read by the people whose view decides the outcome.

What baseline data should a major scheme use?

Office for National Statistics census and population data for age structure, tenure and car ownership, government health profile data for life expectancy and deprivation, and the local authority joint strategic needs assessment for adopted health priorities. For the incoming population, derive the profile from the housing mix using a stated occupancy assumption.

How should walking distances be measured?

Along the route people will actually use, with a plan showing it, not as a straight line. Report distances to the nearest primary and secondary school, GP surgery, pharmacy, food shop, bus stop and park, and describe route quality including crossings, lighting, gradients and severance by main roads.

How do I write the mental wellbeing section?

Keep it to what the scheme physically provides: green space visible from dwellings, defensible space and natural surveillance, lighting on routes, shared spaces that allow social contact, and management arrangements giving residents some control. Avoid claims about community cohesion that nothing in the drawings supports, because a reviewer will spot them.

How should mitigation measures be presented?

As a schedule with the determinant, the effect addressed, the measure, whether it is mitigation or enhancement, how it is secured, which drawing or document it appears on, and who is responsible. Securing means a condition, a head of terms or a fixed design feature. Anything without a mechanism should be labelled as an aspiration.

What monitoring should be proposed?

Travel plan monitoring with modal share surveys at stated intervals is the usual backbone, secured through the travel plan and the section 106 agreement. Add occupancy and tenure monitoring where the affordable offer is phased, and landscape and play space establishment monitoring. State who receives the reports and what happens if a target is missed.

Sources and further reading

health impact assessmentmajor applicationstemplatessocial infrastructureresidential

This article is general guidance about the planning system in England and, where stated, the rest of the UK. It is not legal or professional advice. Check your local planning authority’s validation requirements and take professional advice for your specific site.

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