S106 Agreement Monitoring Checklist — Free Setup Tool for Planning Officers
Select obligation types to generate a customised S106 monitoring checklist. Covers financial contributions, affordable housing, highways, and more. Download as PDF.
About This Tool
Setting up monitoring for a new S106 agreement means recording dozens of data points — from the planning application reference and obligation types through to trigger points, financial terms, indexation bases, and spend-by periods. Miss a field at setup, and you'll spend hours tracking down the information later when a trigger fires or a deadline approaches. This checklist generator creates a customised monitoring setup checklist based on the types of obligations in your agreement. Select the obligation categories present, and the tool produces a structured checklist covering every data point you need to record for effective ongoing monitoring. Download as PDF and use it as a standard operating procedure for new agreement registration.
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The Complete Guide to S106 Monitoring for Planning Officers
How to track every section 106 agreement from trigger to spend — practical monitoring guidance for planning obligations officers at English councils.
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Need More Than a Free Tool?
S106Ledger gives planning teams full obligation tracking, deadline alerts, and automated IFS reporting. Join the waitlist for early access.