Title: Understanding Bulk
1Understanding Bulk
Presented by Sydney Holden and Gregory
September Date 23 November 2007 Compiled by
Sydney Holden Directorate Strategy and Planning
2Understanding Bulk
Content
- Introduction
- Definitions Of Bulk and related informants
- Measurement / Calculation of Bulk / Floor
Space - Key Considerations in striving for Bulk
- Application of Bulk in the City Some
Examples - International Practice / Trends towards Bulk
- Broader challenges relating to Bulk.
- Conclusion
3Introduction
- Bulk and massing are used in many cities
internationally to control the amount of
construction in a particular area. This is
usually done by using a certain formula for
floor-to-area ratios termed differently in
different cities. In Cape Town, for instance,
this is called the Permissible Floor Area Ratio,
in New York the Floor Area Ratio or Floor Space
Index, and in London Plot Ratios. The purpose of
this paper is to provide some understanding on
the concept of bulk. - In Cape Town with increasing urbanization, land
scarcity and land price escalation, the use of
air rights in the form of increased bulk is a
reality in our Central City Environs and adjacent
areas of higher amenity and economic value.
4Introduction (cont.)
- However, a key driver of the concept of bulk is
economic development and tourism. In this
respect just a few pointers as it relates to Cape
Town. - Between 2003 and 2006 there has been a 4 growth
Building Plans processed (48 000 plans in 2006). - The growth in plan value has escalated by 85
over the same period from R6,5 billion to R12
billion. - Between 1995 and 2006 the City contributed 16
of National Growth and 82 of new Provincial
Economic Growth. - 22 of all economic activity takes place in the
Central Business District whilst Cape Town,
Bellville and Claremont support 46 of total
Business Turnover and contain 42 of formal
businesses in the City. - The current population in the City stands at 3,27
million people. - In the next 3 5 years there are already over
R30 billion worth of private and public sector
development projects in the Central Cape Town
area that will impact on our economy.
5Mapping impact of key development projects in the
Cape Town Central City worth approximately
R28,5bn over the next 3-5 years
- VA Waterfront expansion (multiple projects)
- Jarvis House, Green Point (R300m)
- De Waterkant Centre, Green Point (R100m)
- Somerset Square, Green Point (R100m)
- Cape Royal Hotel, Green Point
- Strand on Adderley (R2,2bn)
- Golden Acre upgrade (R475m)
- 11 Adderley upgrade
- Oscar Pearse Hotel (new - R220m)
- Taj Hotel (new - R500m)
- 106 Adderley commercial/ retail (R300m)
- Cape Sun upgrade (R56m)
- Townhouse Hotel/ Plein Park upgrade
- Citroen Building (R90m)
- Oval Institute (R12m)
- Malgas/ Brian Porter site
- Amway House site
- Liebenberg and Stander Building
- Harbour Bridge, Roggebaai (R180m)
- Canal Quay, Roggebaai (R220m)
- Cnr Riebeeck/ Bree two sites
- The Pulse (R600m)
- T1, Strand/ Buitengracht
- New Hotel, Buitengracht/ Wale
- Wembley Square extension, Lower Gardens
- Orangerie, lower Gardens (R180m)
- 15 on Orange Hotel, Lower Gardens (R500m)
- Creative House, Church Square
- 4 Church Square (R20m)
- Piazza on the Square (R70m)
- Four Seasons, Buitenkant (R100m)
- Temple House, Buitenkant
- Ogilvy Building, Woodstock
- The District, Woodstock
- Boulevard, Woodstock
- D6 Homecoming/ Sacks Futeran (R30m)
- Desmond Tutu Peace Centre (R140m)
6Mapping impact of key development projects in the
Cape Town Central City worth approximately
R28,5bn over the next 3-5 years
- Green Point Stadium (R3,2bn)
- Green Point Sport and Urban Park (R160m)
- Granger Bay Boulevard
- Somerset Hospital site
- Parliamentary extension (R750m)
- (Proposed) Parliamentary residential complex
(R1,2bn) - City Hall (R81m)
- Good Hope Centre (R50-75m)
- Granary Building (R35m)
- CT Station, phase one (R265m), phase two
- CT Harbour expansion (R4,5bn)
- Foreshore Blocks A (City) B (Media 24) and C
(PGWC) - CTICC Expansion and hotel and office site
(R680m) - Site B, Old Power Station Site
- Grand Parade (R23,5m)
- Greenmarket Square (R4m)
- St Andrews Square (R8m)
- Pier Place (R2m)
- Harrington Square (proposed)
- Electricity network upgrade (R300m)
- Inner City Transport Projects (R50m)
- District Six
- Salt River Market (R1m)
- Social Housing projects Woodstock, Bo Kaap
- Fibre Optic Network rollout (phase one R50)
- Iziko Social History Centre (R50m)
- Drill Hall/ CT Library
- Companys Gardens upgrade (R1m)
7Definitions of bulk and related informants
- Bulk in the City of Cape Town is governed by the
following definitions - Actual Floor Area, in relation to a building,
means the total floor area of such building,
inclusive of areas covered by walls of such
building. - Permissible Floor Area, in relation to a site
means the floor area which may not be exceeded by
the actual floor area of buildings on such site.
The permissible floor area shall be equal to the
area of the site multiplied by a factor
quantified for the use zone. - In the Citys proposed Integrated Zoning Scheme,
the following term is used - Floor Factor means the factor (expressed as a
proportion of 1) which is prescribed for the
calculation of maximum floor space of a building
or buildings permissible in a land unit. If the
floor factor is known, the maximum permissible
floor space can be calculated by multiplying the
floor factor by the area of the land unit.
8The definitions of bulk in some major South
African cities are
- City of Johannesburg (Sandton)
- Floor area ratio means the sum of the area
covered by the buildings at the floor level of
each storey in relation to site area, provided
that in calculating the floor area certain areas
could be excluded. Exclusions roofs,
staircases, parking areas etc. - City of Mangaung (Bloemfontein)
- Bulk means the floor areas of all storeys of a
building(s) on a site except that certain areas
are excluded from this by the scheme. The
maximum permissible floor area is expressed as a
factor which is to be multiplied by the area of
the site in each case, to obtain the said
maximum. Exclusions floor area used for
parking, lift wells, staircases etc.
9The definitions of bulk in some major South
African cities are (cont.)
- Buffalo City (East London)
- "Maximum floor space" means the greatest total
floor space which is allowed for a building or
buildings with all of its floors on a site such
floor space is calculated by multiplying the
floor factor with the net erf area of a site or
that portion of the site which is situated within
the particular zone provided that where a site
has more than one zoning to which different floor
factors apply, the maximum floor space for the
whole site shall be the total of the maximum
floor space for each portion of the site.
Exclusions include parking areas, external fire
escape areas, stairs, balconies etc. - Floor factor means the factor that is
prescribed for the calculation of the maximum
floor space of a building or buildings
permissible on a land unit it is the maximum
floor space as a proportion of the net erf area.
10The definitions of bulk in some major South
African cities are cont.
- Generally speaking, a floor-to-area ratio is the
ratio of the total floor area of buildings on a
certain location to the size of the land of that
location, or the limit imposed on such a ratio.
The Permissible Floor Area Ratio is the total
building square metres (building area) divided by
the erf size square meterage (erf area). Thus,
as a formula, floor-to-area ratio is the total
covered area on all floors of all buildings on a
certain erf. A floor-to-area ratio of 2.0 would
indicate that the total floor area of a building
is two times the gross area of the erf on which
it is constructed. Certain exclusions usually
apply. In Cape Town, for instance, this excludes
non habitable space like corridors, lifts and
stairs.
11Development Rules
- Floor Space (Bulk)
- Height
- Coverage
- Building Lines
- Setback
12Floor Space (Bulk)
- Quantification of development rights
- Traffic Service implications
- Bulk service levy
- Urban form implications
13Measurement / Calculation of bulk / floor space
- Different Zones and Sub Zones have different
Bulk Factors - General Residential Sub Zones (R1 R12) Bulk
Factor 0,4 5,6 - Special Business Bulk Factor 1,0
- General Business / Commercial (B1/ C1 B4 /
C4) Bulk Factor 1,2 5,6 - General / Noxious Industrial Unlimited
- General Commercial / Business (C6 /
B6) Unlimited - The width of abutting streets can reduce your
bulk factor for certain buildings, e.g. - Places of assembly
- B4 / C4 / B5 / C5 General Business / Commercial
14Measurement / Calculation of bulk / floor space
(cont.)
- Certain components of buildings are INCLUDED
in the calculation of Floor Space - Portions covered by walls
- Floors / paved areas covered by portion of
building - Galleries and passages
- Floors of verandahs, porches, balconies
- Floors of terraces, flat roofs to which
occupants have access - Internal courtyards, light wells, uncovered
shafts which do not exceed 10m² - Lift shaft, stair shaft, pipe duct or other
internal floor opening - Area covered by roof, slab or projection
- Floor space measured from outer face of exterior
walls - Total floor space sum of all floors and
basements - Stairs, atriums and common passages covered by
roof
15Measurement / Calculation of bulk / floor space
(cont.)
- Certain components of buildings are EXCLUDED
in the calculation of Floor Space - Stoeps
- Entrance steps / landings
- Garages (parking and loading)
- Covered paved area outside / adjoining building
at or below ground floor level - Uncovered flat roof (recreation area) for
occupants only and uncovered balcony which
exceeds 10 m² - Eaves, sun screen, architectural features
- Public arcade connecting public places
16Measurement / Calculation of bulk / floor space
(cont.)
- Different uses can have different floor space
calculations - Hotels EXCLUDE the following in the calculation
of floor space - Dining Rooms, Banqueting Rooms.
- Public Foyers.
- Shops in Hotel for exclusive use of guests.
- Administration Offices.
- Kitchens.
- Store Rooms.
- Staff quarters.
17Measurement / Calculation of bulk / floor space
(cont.)
- The calculation of floor space for blocks of
flats is governed by - A habitable room factor
- Calculation
- Other critical informants relating to bulk are
coverage, height, building lines, and street
centre line set backs.
18Integrated Zoning Scheme (IZS)
- In order to achieve consistency of measurement of
floor space in arriving at bulk the proposed IZS
is suggesting the following definition of floor
space depicting certain exclusions - Floor space in relation to any building means
the area of a floor which is covered by a slab,
roof or projection provided that - any area, including a basement, which is
reserved solely for parking or loading or
vehicles, shall be excluded - external entrance steps and landings, any
canopy, any stoep and any area required for
external fire escapes shall be excluded - a projection including a projection of eaves,
and a projection which acts as a sunscreen or an
architectural feature, which projection does not
exceed 1,0 m beyond the exterior wall or similar
support, shall be excluded
19Integrated Zoning Scheme (IZS) (cont.)
- any uncovered internal courtyard, lightwell or
other uncovered shaft which has an area in excess
of 10 m² shall be excluded - any common pedestrian thoroughfare which
provides access through the building concerned
from parking, public street or open space, to
some other parking, public street or open space,
and which is accessible to the general public
during normal business hours, shall be excluded - any covered paved area outside and immediately
adjoining a building at or below the ground floor
level, where such paved area is part of a
forecourt, yard, external courtyard, pedestrian
walkway, parking area or vehicular access, and
which is permanently open to the elements on at
least the front or long side, shall be excluded
20Integrated Zoning Scheme (IZS) (cont.)
- any covered balcony, verandah or terrace which,
apart from protective railings, is permanently
open to the elements on at least the front or
long side, and which does not exceed 2,5 m in
width, shall be excluded - subject to clause (ix), any stairs, stairwells
and atriums that are covered by a roof shall be
included - in the case of multi-level buildings, any
stairwells, liftwells, lightwells or other wells,
and any atrium, shall only be counted once and
provided further that - floor space shall be measured from the outer face
of the exterior walls or similar supports of such
building, and where the building consists of more
than one level, the total floor space shall be
the sum of the floor space of all the levels,
including the basements
21Integrated Zoning Scheme (IZS) (cont.)
- It is essential to distinguish permissible floor
area / floor space from gross leasable area
hence the IZS states - Gross leasable area means the area of a
building designed for, or capable of, occupancy
and control by tenants, measured from the centre
line of the joint partitions to the inside
finished surface of the outside walls, and shall
exclude the following - all exclusions from the definition of floor
space - toilets,
- lift shafts, service ducts, vertical penetrations
of floors, - lift motor rooms and rooms for other mechanical
equipment required for the proper functioning of
the building - areas reasonably used in connection with the
cleaning, maintenance and care of the building
excluding dwelling units for caretakers,
supervisors, cleaners or maintenance staff - interior parking and loading bays
22Floor Space
- Floor space vs gross leasable area
- Floor space area covered by a slab, roof or
projection - - Measured from the outer face of exterior
walls - - Total floor space sum of all floors
basements - - Stairs, atriums common passages covered by
a roof - are included
- Parking balconies are excluded
-
23Floor Space Exclusions
- Balconies
- Eaves, sunscreen, architectural features
- Uncovered internal courtyard, light well
- Public arcade connecting public places
- Areas for parking loading
24Key considerations in striving for bulk
- Site Area
- Zoning
- Development Parameters (Height / Coverage /
Building Lines / Parking) - Title Deeds
- Servitudes (Services / Height)
- Geotechnics
- Road Widening Schemes
- Development Conditions (Sec. 42 (Lupo)
- Development Costs / Feasibility Analysis /
Cost-Benefit / Value - Policies (Overlays / Scenic Drives / Special
Regulations)
- Impacts
- Environmental / Heritage
- Visual / Daylight / Shadow
- Urban Design
- Aesthetics
- Public Realm Interface
- Scale / Context
- Wind Tunneling
- Services Infrastructure
- Traffic
- Finance (Development Contributions)
- Time / Development Horizon / Risk
25Application of Bulk in the City Examples
- TAJ PALACE HOTEL
- Hotels are regarded as Bulk Friendly in view of
the significant areas of exclusion from Bulk
Calculation / Measurement. - Bulk Area permissible 18 275m²
- Bulk used 12 786m²
- Full bulk cannot be achieved in view of Building
Line / Envelope setbacks. - Note the retention of historic facades.
26Application of Bulk in the City Examples
- Waterfront
- Package of plans approach.
- Development Framework / Precinct Plans / Site
Development Plans / Building Plans. - Bulk Register
- Infra-structure Development at key stages.
- Approximately 40 of bulk still available.
- Biggest challenge (Traffic / Parking)
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28Application of Bulk in the City Examples
- Century City
- Approved as Sub-divisional Area in terms of LUPO.
- Package of plans approach.
- Sub-divisional Area / Site Development Plan /
Building Plan. - Bulk Register.
- Bulk permitted is limited by the conditions
approved by Council and conditions in Title Deed. - Additional bulk can be purchased Assessment.
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32Application of Bulk in the City Examples
- Nedbank Foreshore
- Buildings that achieved prescribed bulk.
- Parking is bulk free.
- Offices require parking / office bulk being
sacrificed for on-site, secure parking.
33Application of Bulk in the City Examples
- Shell House
- Buildings that achieved prescribed bulk.
- Parking is bulk free.
- Offices require parking / office bulk being
sacrificed for on-site, secure parking.
34Application of Bulk in the City Examples
- 2 Long Street
- Buildings that achieved prescribed bulk.
- Parking is bulk free.
- Offices require parking / office bulk being
sacrificed for on-site, secure parking.
35Application of Bulk in the City Examples
- Pier Place
- 2 Floors extra parking built.
- Indicative of parking demand to satisfy modern
office requirements.
36New York City
- Zoning system
- Incentive zoning / reward based system to meet
urban development goals. - Base level of limitations on development.
- Incentive criteria e.g.
- far bonuses for housing
- height bonuses for public amenities.
- Incentive zoning is complex to administer - can
become discretionary. - Revision of balance between incentive and value
given.
37New York City (cont.)
- Definition of Bulk
- Bulk Regulations
- Combination of controls that determine the
maximum size and placement of a building on a
zoning lot. - Unused Development Rights (Air Rights)
- Difference between permissible and actual floor
area. - Transfer of Development Rights
- Preservation of historic buildings
- Open space
- Cultural resources
- Usually across streets.
38New York City (cont.)
- Definition of Floor Area Ratio (FAR)
- Principal Bulk Regulation controlling the size of
buildings. - It is total building floor area to area of zoning
lot. - Flexibility in building design (combination of
vertical and horizontal limits into single
figure. - The impact of floor area (parking / services)
tends to be constant regardless of how that area
is distributed horizontally and vertically.
39London
- Planning system uses Performance Zoning (effects
based planning) - Use is made of goal-oriented criteria to achieve
credits - public amenities
- building affordable housing
- Advantages
- High level of flexibility, rationality,
transparency and accountability. - Performance zoning accommodates market principles
/ property rights with environmental protection. - Disadvantages
- Difficult to implement.
- Requires high level of discretion.
40London (cont.)
- Definition of Bulk
- Bulk is the combined effect of the arrangement,
volume and shape of a building. Also called
massing combined effect of - Height
- bulk and silhouette of a building (or)
- 3-dimensional expression of the amount of
development on a given piece of land.
41London (cont.)
- Method of Control
- Bulk controlled by Plot Ratios.
- Measurement on the overall dimensions of
building or part of building below and above
ground and includes internal and external walls. - It includes stairs / lift shafts, corridors,
halls, basements but excludes car / cycle parking
accommodation. - Inner urban areas Max. Plot Ratio 1,0 1
- Outer urban areas Max Plot Ratio 0,6 1
- Exceptions
- Townscape reasons.
- Contribute sustainable development
- Travel patterns
42London (cont.)
- Key Considerations
- Massing should contribute to distinctive
skylines. - Overshadowing
- Local climatic conditions
- Views / vistas / landmarks
- Relationship with street
- Re-use of retained buildings / character of area.
43London (cont.)
- Future of London Tall Buildings
- High buildings are part of regeneration.
- Relevant to master planning of areas with good
public transport and capacity. - Long distance orientation points.
- Criteria-based approach to the assessment of
planning applications for the buildings.
44Broader Challenges Relating to Bulk
- Spatial Planning / Ordering
- Urbanization Strategy / Growth Management /
Regional Cooperation - Densification Policy
- Urban Edge Policy
- Urban Design Policy Guidelines
- Creating Certainty and Consistency
- Legislative Uniformity (Integrated Zoning
Scheme) - Political Endorsement / Public Participation
- Incentivization
- Community Facilities
- Housing
- Public Places Upgrade
- Historic Precinct Upgrade
- Bulk Transfer (from Historical Precincts to
Central City / Foreshore) - Spatial Market Analysis (Market trends / tenant
mix / nodes) - Services Infrastructure
- Public Transportation
45Conclusion
- It is quite evident that maximum bulk is seldom
achieved in the CBD environs of major South
African cities this largely being because of
the lack of effective and efficient public
transport systems and our reliance on private
vehicle space at or close to places of employ.
How many people can you effectively bring into
the city without extending the peak flow of
traffic beyond all reason. Currently 120 000
people converge on the city daily. (50 rail /
50 road) - Previously bulk rates could be achieved as
parking was not in such demand. Now 3,2 6,0
parking bays / 100 m² is required in order to
tenant buildings in the CBD. What is however,
encouraging is seeing the numerous buildings
being re-developed with a significant emphasis on
residential accommodation.
46Conclusion (cont.)
- Furthermore, heritage buildings form an important
aspect of our rich culture in Cape Town and
preservation of conservation-worthy buildings and
facades must be factored into the future bulking
of our city. - Development is generally constrained by the
Mountain Chain and Sea, this together with
relatively small building blocks available for
achieving big / tall buildings all adds to the
challenge. - The Central City Development Strategy involving
both private and public sector and which
encompasses, inter alia, infra-structure, urban
design, public transport, city management of the
public realm and planning requires rapid
finalization and implementation in order to
sustain the future economic growth of the City.
47Conclusion (cont.)
- Given the impetus of 2010 in the development and
investment in the City R30 billion over the
next 3 5 years it is essential that
strategies be finalised and related guidelines /
projects implemented. - The compilation of an integrated zoning scheme
incorporating the philosophies contained in
policy / strategy will rationalise and
standardize development zones and parameters and
enable bulk regulations to be set which
facilitate better urban form whilst encouraging
the re-development and/or protection of areas
through overlay zones. - Whereas the achievement of existing or increased
bulk rights is certainly feasible and supported
this should not be at the expense of our heritage
resources, good urban design or sound spatial /
locational criteria. An integrated and pragmatic
approach is needed to integrate and balance the
sustainable development of our City in achieving
its strategic objectives key in all of this
with respect to bulk is PUBLIC TRANSPORTATION
SYSTEMS.
48For more information
- Sydney Holden
- Cell 084 629 3328
- E-mail sholden_at_telkomsa.net
- Gregory September
- Cell 084 499 4923
- Gregory.september_at_capetown.gov.za
49Transportation Initiatives
- With respect to Public Transportation
initiatives, the following is evident - Challenges
- Improving public transport for the FIFA 2010
World Cup is the Citys main priority in this
five year plan. - To improve and promote public transport the City
plans large-scale investment in public transport
infrastructure and an implementation action plan
for the City is in the final stages of
production. - Existing public transport priority lanes will be
enforced and new ones introduced.
50Transportation Initiatives
- Achievements
- The following statutory plans have been approved
- Public Transport Plan (PTP) 2006 2011,
Integrated Transport Plan (ITP) 2006 2011
strategic transport plans aligned to the Citys
5-year Integrated Development Plan. - Public Transport Implementation Action Plan has
been developed. - Plan outlines a list of projects, timeframes,
budgets and responsibilities in 3 phases
catalytic projects for 2007 2010, 2010 2014
and 2014 2020. - External Funding the City has allocated R766 m
from Public Transport Infrastructure Systems
Fund (PTISF) for the next 3 years. - Priority on improvements in public transport,
non-motorized transport and 2010 Event transport
supporting infrastructure, systems and services.
51Transportation Initiatives
- Achievements (cont.)
- A Transport Capital Investment Management System
has been developed to co-ordinate and manage all
transport projects being implemented by key
stakeholders airports, rail, road upgrades,
etc. - Projects under construction include
Metropolitan Transport Information Centre
(MTI)Upgrade Symphony Way Corridor Airport
City Link projects which include N2 freeway
upgrade, Klipfontein Corridor, Stadium and CBD
link projects. - Current Secured funding for all transport
infrastructure including rail, airport, strategic
road upgrades is approximately at R5,5 bn.
52Transportation Initiatives
- Public Sector Collaboration
- An obstacle is the current fragmentation of roles
and functions between the different spheres of
government and other agencies. - An Intergovernmental Transport Committee has been
established to address current fragmentation of
roles and functions and to facilitate integrated
collaborative approach to service deliver. - Single Point of Authority for transport is in
progress with the main focus on public transport
operations and the establishment of a public
transport entity.