The Banking Association of South Africa

 

HOUSING DEVELOPMENT AGENCY BILL PUBLISHED AS PER GOVERNMENT GAZETTE NUMBER 30346 DATED 26 OCTOBER 2007

 

1.                     Introduction

The Banking Association would like to thank you for giving us the opportunity to comment on the proposed legislation that will govern the Housing Development Agency (HDA).

The banking industry is in principle fully supportive of the need for government to release well located land which is suitable for residential development as stock shortages within the subsidy, gap, affordable and inclusionary housing market segments are of concern. The initiative shown by the Department of Housing to establish a HDA is therefore welcomed.

Challenges always manifest themselves in the implementation of good ideas, and within the context of the HDA, the creation of a functional operational framework for the HDA that will promote accelerated housing delivery is such a challenge.

In formulating our concerns and suggestions in respect of the role that the HDA should play, we highlight some of the obstacles that lenders have experienced in respect of housing delivery as well as providing some ‘principles’ suggestions.

2.                     Some shortcomings within housing delivery

a)       National Scenario

We are concerned that the HDA is to be introduced into a ‘vacuum’ and that due to infrastructural constraints (physical, social and economical), that it will be ineffectual and that the Department of Housing’s strategic intervention will yield limited results unless at least the physical infrastructural constraints are removed as a pre cursor to formulating such an Agency.

Given this ‘vacuum’, we believe that the HDA should be the ‘champion’ for promoting sustainable human settlements including their acting as the facilitator for the release of suitable residential development land. We further suggest that it should focus on macro planning only. Our experiences are that this is where the major obstacle in the market exists. By macro planning we mean that the HDA should focus on:

Ø       Assembling land on behalf of second and third tier government entities for sale to the private sector. This would include identifying suitable land and/or consolidating disjointed pieces of land through either purchase or facilitated expropriation through the department of Land Affairs (see comments below).

Ø       Whilst second and third tier government are responsible for formulating Integrated Development Plans (IDPs), we have found that these tend to be superficial and disjointed and that in particular there is a lack of creativity and vision in respect of formulating regional Strategic Development Plans (SDPs). By bringing together SDPs/IDPs and land, we believe that the HDA would fill a vital gap.

Ø       Assisting second and third tier government in formulating proposals for the provision of bulk infrastructure to such developments, as an increase in the supply of land without the necessary support of bulk infrastructure to these developments will severely limit the ability of developers to actually develop these housing projects.

Ø       Over the past few years, based on input from member banks that provide residential development loans to developers and/or who act as developers in their own right, it has become clear to us that the provision of physical infrastructure by local authorities is a major impediment to the delivery of housing. Increasingly they advise that for residential housing development to take place a dependency is the need for bulk infrastructure to be upgraded or new installations to take place and that this is restricting development. Unconfirmed media reports indicate that there is a 75-80% mismatch between existing infrastructure and required infrastructure to support housing development. We would be prepared to commission credible research to validate the position. Further, whilst Provinces and Municipalities are promoting densification through creating an ‘urban residential housing edge’, member banks also report that developers are increasingly finding that the physical infrastructure within these ‘urban edges’ (electricity, water, sewerage and roads) is unable to cope with such densification. Further, member banks advise that at a ‘metro level’ there is still some capacity for local authorities to borrow additional funds to support the provision of new/additional bulk infrastructure for new development/ densification projects and that they also possess the necessary in-house skills to deliver upon both infrastructure and  housing. However it is below this level that they observe that local authorities don’t have sufficient revenues to even maintain their existing infrastructure, let alone find themselves in a position to fund new/additional bulk infrastructure. Media reports over the past few months allude to this position with articles being written concerning the difficult position Government finds themselves in as regards electricity, water, sewerage and road infrastructure, a shortage of in house skills being mooted for much of the problem.

 

(b)      Capacity to Implement

It is ironical to note that the Department of Treasury, the Development Bank and commercial banks all have under utilised budgets for the provision of infrastructure, despite the above shortcomings. This supports the media view that there is a shortage of skills within both second and third tier government in respect of being able to formulate proposals, which shortcoming we believe should be filled by the HDA. 

Ø       Given the multi departmental impact of such a suggestion, if Government does not see its way to providing this mandate to the Department of Housing, at the very least we believe that this needs to be addressed proactively by allocating this responsibility to another gazetted entity (perhaps an entity situated within the Presidents Office could be such an alternative). 

Ø       Assisting second and third tier government in respect of procurement. The PFMA is a complex piece of legislation which places both second and third tier government departments in difficult positions. The HDA could play an important role in navigating compliance with and efficiency

Ø       In land acquisition/sales and/or project planning/outsourcing.

Ø       Facilitating third tier funding for bulk infrastructure and/or the acquisition of land either through purchase or expropriation.

Ø       Assisting with the up skilling of municipal resources.

Ø       Multiple department initiatives are required to coordinate budgets for the simultaneous release of economic, social and physical infrastructure within such developments. The HDA could therefore play a critical coordination role in this respect. This could include setting up teams of skilled resources (both from internal and private sector specialists) to fast track the coordination and provision of holistic infrastructure.

This implies that the HDA would consist of a lean nucleus of professionals such as town planners, engineers and project managers.

(c)      Rural versus Urban Areas 

As you are aware, the dynamics within rural areas are very different to that of urbania. Given the lack of densification within the rural environment, in most instances the provision of infrastructure and housing cannot be undertaken on a commercially viable basis. The role of an HDA to facilitate holistic integrated development (includes economic/social/physical/environmental infrastructure) within these areas, which would involve support from numerous government departments, should we believe be a distinct focus area of the HDA, failing which we will continue to  experience a population migration from these areas to the urbania.

(d)        Sustainable human settlement inadequacies

The Breaking New Ground policy entrenches the need for holistic development in order to create sustainable human settlements, which includes the provision of physical, economic, social and environmental infrastructure. Given the lack of capacity, funding and other priorities within the various departments within local and provincial authorities to provide such support, the effectiveness of unsupported public sector land being released into the market will have the potential to promote:

Ø       Increased levels of market distortion and increasing gaps in the ‘housing ladder’ if developers are required to fund the provision of additional/new bulk services

Ø       Cross-subsidisation between market segments within developments to provide free serviced sites to Subsidy beneficiaries (a further market distortion based on the cost of land and link services). This will exacerbate gaps in the ‘housing ladder’

Ø       Increased development delays (land to serviced stand)

Ø       Inadequate economic (employment opportunities) and social (schools, crèches, clinics etc) infrastructure support for low to medium income communities at such developments

Ø       Further weaken many already weak local authorities in respect of either their solvency levels and/or housing/infrastructure development capacity

We accordingly suggest that should the Department of Housing establish a HDA without the necessary support of physical, economic and social infrastructure, that this will undermine/dilute the value of what is an extremely important public sector initiative. The support of the Departments of Provincial and Local Government (DPLG), Public Works and Trade and Industry can play pivotal facilitation roles in promoting the establishment of holistic infrastructure within such development areas.

3.                     Comments on the content of the HDA Bill 

(a) “The Agency may not acquire any land which, at the commencement of this Act, is registered in the name of the province, municipality or a provincial public entity or provincial commercial enterprise or municipal entity”

Whilst we understand the rationale for the HDA not taking ownership of such land, we are concerned at the missed opportunity given that  government is the largest land owner and more especially so in respect of well located infill sites. Initially, the intention of the Department was for the HDA to “identify and facilitate the purchase of unutilised state land that is within the amenities that people were seeking, and develop units that range from low and middle income houses” (Xolile Bengu – spokesman within the Department of Housing). Whilst there may be Constitutional issues which prevent this from happening directly, we raise the following concerns:

Ø       In excess of 80% of housing demand presides within the top 20 municipalities. As these municipalities can all expect to receive housing accreditation status (making them independent of both national and provincial Departments of Housing), we can expect them to want to operate independently of the HDA. Further, given their need to maximise profits from the sale of the municipal land, we expect them to release their land for upmarket developments. Even if they do so under the guise of demanding an element of inclusionary housing within each development, based on existing housing delivery levels within the middle/upper income market, inclusionary housing levels will not exceed approximately 9 000 units per annum which will not remotely ‘dent’ housing backlogs within the subsidy/ affordable housing market segments. Further, we moot that municipalities/parastatals should not be able to sell identified sites without the HDA having first right of refusal to bid against other interested parties (private sector). 

Ø       If the only source of suitable land that could be identified for acquisition is privately owned land, there will be the need for Government to manage private sector perceptions around what was touted as “a land acquisition programme for housing.”  This could become a particularly emotive issue if the market perceives private land being acquired through expropriation at below market value prices.

Ø       The mandate for government to expropriate land currently vests with the Department of Land Affairs. To grant this authority to a second Department is we believe inappropriate as it essentially duplicates this already defined role, as well as increasing the possibility of lack of integration and even conflict between these two Departments concerning ownership of this function given the Municipal Rates Act which places all property ownership (rural and urban) within the jurisdiction of Local Authorities. Our view is that the HDA should simply facilitate the expropriation of land through the Department of Land Affairs.

We accordingly recommend that this clause be reviewed to include the HDAs ability to acquire land from these entities.     

Further, if the HDA is restricted to purely acquiring private sector land there is the very real danger that:

Ø                   The above entities will not accelerate the release of suitable residential land in support of Breaking New Ground and that as the largest landowner of well located land these entities may  squander a scarce resource in preference to more upmarket developments (increased revenue trail from such sales)

Ø                   The well documented skills scarcity within many of these entities will continue to create inefficiencies which will prolong the current  backlogs in housing 

Ø                   It is well known that second and third tier government entities are increasingly seeking to act independently and so will be reluctant to seek the assistance of the HDA

Ø                   There is the possibility the municipalities may, if they are backed by a HDA discard a “realistic” process to identifying suitable land in their SDPs/IDPs and adopt a more speculative approach which will be funded by the HDA. This could lead to “crowding out” of the private sector developers and/or the establishment of unhealthy patronage ties with the HDA which could include conflict of interest (planning and implementation of new developments) at municipal level.

Ø                   Within the HDA Bill there is no mention of the Department of Trade and Industry. It is our understanding that this department oversees entities such as Transnet and Escom, both of which are substantive owners of well located unutilised land which could be suitable for residential housing development. Our suggestion is that these entities should be required to provide the HDA with ‘first right of refusal’ to purchase their surplus land.  

Given the above we fear that for at least the medium term the HDA may not be able to significantly facilitate an increase in the supply of land for residential development unless it harnesses the support of other departments such as the DPLG, Public Works, Treasury, Trade and Industry and the Development Bank. We were pleased to note that a representative from both DPLG and Public Works are   envisaged as being represented on the Board of the HDA. We suggest that this be expanded to also include the other entities as listed above, as this will enable the HDA to harness the support of other critical departments to release land as well as to provide support to provinces and municipalities to proactively address holistic infrastructure and to develop these based on a long term view which aims to meet projected demand within a town/region and to align budgets accordingly (both cost and revenue).

In order to obviate the wasteful sale of land outside of targeted residential housing and to promote ‘sustainable human settlements’, we suggest that at provincial/national Department of Housing level:

Ø       A holistic infrastructure development scorecard is compiled and collated by municipalities/provinces so that the department is able to monitor and facilitate the redress and closure of trend gaps in the provision of holistic infrastructure development.

Ø       Provincial, municipal, DFI and quasi government landowners continue to commit themselves not to release land outside of the target housing market without the prior sanction of provincial Departments of Housing.

The release of well located land has the potential to create significant market distortions and so a carefully crafted policy will need to be implemented which minimizes the possibility of such distortions. A possible solution to this potential problem is for:

Ø       Unserviced state land to be released at a reasonable cost with restrictions being placed on the type of development as well as development densities (to be increased) to either the private sector or for development by the Municipality itself so that it facilitates the development of integrated mixed income communities.

Ø       Government to selectively provide affordability support in the form/s of subsidies, tax credits etc. We stress though that the recovery of such support should be at either national, provincial or municipal level as attempts to recover this at development level distorts perceived product (house) value due to micro level cross subsidization.

(b)        Other

Ø       High level policy comments: the ambit which this Bill aims to address is a technical, specialist one, which we believe requires detailed technical commentary for an effective operating plan to be created by working committees once the HDA is established.  We would gladly be prepared to assemble a core technical team from banks so as to engage with representatives from the Department in order to add a further technical component to this plan.    

Ø       Targets/Financial Viability of the HDA: We are concerned that if the HDA becomes purely target driven that much of the strategic intent behind the establishment of the HDA would be lost. There is therefore a need to create a balanced scorecard against which the HDA would be evaluated. Given that its role is also a facilitation and strategic one, should financial measurements be the sole determinant of its success, this would underplay the social and strategic imperatives of Government. The aforementioned RIA provided a mixed and unconvincing business case as in our view its focus was too narrow in that it failed to holistically include possible civil instability which a housing backlog can induce or to quantify the overall housing delivery impediments which the HDA could play a pivotal role in addressing, including promoting governments social imperatives.

Ø       Mixed use developments: Given the need for BNG developments to not only be mixed income residential developments, but rather that they should be of a mixed use nature too (also see holistic infrastructure comments above), we believe that the HDA Notice should include commentary to this effect and that the roles and responsibilities of the various resources envisaged within the HDA should reflect this complexity (requires higher levels of skill sets to facilitate mixed use developments).

Ø       Page 12, point 2 (d): It is our understanding that the creation of an asset register within the HDA is in respect of its operations.  Can we suggest that in addition to this, that there is a need for the Department of Land Affairs to create a detailed repository of all state or quasi state owned land including that envisaged by the HDA and that this be added to this paragraph as a dependency, as without such a comprehensive database we do not believe that the HDA can operate effectively.

Ø       Page 13, uppermost paragraph: We suggest that the Bill should highlight that the provisions of the PFMA, which will require the Department of Housing to obtain the permission of the Department of National Treasury should it wish the HDA to be able to provide guarantees, borrow monies etc should be highlighted.

4.                     HDA Operating Model

The proposal currently before us suggests that the HDA should be a hybrid entity which will also be required to act as both a contractor and a developer, which we do not believe is feasible as it:

Ø       Places the HDA in direct competition with the private sector, which sector we believe to be more operationally efficient than the public sector. Further, it contradicts government’s macro strategy of leveraging off the private sector where possible in achieving its goals.

Ø       Both international and local best practices suggest that an entity be it either public or private sector should not engage on both the supply and demand side of housing, as this creates unrealistic consumer expectations and demands. Some years ago government established the South African Housing Trust to acquire land and build houses. This entity was eventually closed with substantive losses for government. Within the private sector much of the demise of Saambou Bank can be attributed to it being involved on both the supply and demand side of housing, the bank incurring substantive losses from their housing developments. A more recent example which is proving challenging to government is the N2 Gateway development where the involvement of Thubelisha (acting as project manager but perceived by the community as building homes) has created unrealistic expectations from the effected communities. We mention that the operating model of the development companies which lenders have established in order to increase the supply of stock within the Financial Sector Charter target market is based on their acting merely as facilitators (macro planners) and that they utilise outsourced professionals to undertake project feasibility studies, obtain planning approvals and to install link services. These serviced sites are then sold to developers/contractors for building purposes.

Ø       By promoting that the HDA acts as a developer/contractor this duplicates existing structures i.e. Thubelisha, which entity we believe should operate totally independently of the HDA.

Ø       Based on the mooted Bill the HDA will acquire land, act as a developer, repair poorly constructed/incomplete subsidy homes and upgrade informal settlements. The magnitude of the task which the Department of Housing intends placing on this Agency is in our view not workable. To try place such diverse and challenging responsibilities into a single entity will we believe simply create increasing ‘bottleneck’ levels. At present South Africa is delivering approximately 250 000 homes per annum. Based on Department of Housing statistics unless Government is able to increase housing delivery to at least 500 000 units per annum we can expect the housing backlog to remain at  approximately 2,4 million homes for the next ten years. For a HDA to more than double current delivery with such a diverse and challenging portfolio is we believe unrealistic.

5.                      Financial Viability of the HDA

During the period of policy making at the National Housing Accord (1993), extensive research was undertaken in respect of setting up a ‘Land Bank’ in South Africa, the role of which would be to acquire, hold and sell strategic residential land for development. The research proved conclusively that this was not financially viable as the cost of acquiring land at market value, holding costs and thereafter the cost of conferring ownership for development was not financially viable, which is precisely what the department envisages the role for the HDA (the Department should already be in possession of such research).

The Regulatory Impact Assessment study undertaken by the Department of Treasury a few months ago in respect of the HDA alluded to this fact in its findings. Should the Department attempt to continue to promote the role of the HDA as per this Bill, we are of the opinion that it will continue to face opposition from both private sector bodies as well as other government departments as they will hold the opinion that the HDA in its current envisaged role will be an unfocussed hybrid entity which will be a financial drain on government’s scarce monetary resources and that it achievements will be limited.

6.                     Conclusion

We believe intuitively that the HDA can play a meaningful and vital role in increasing housing delivery, despite the Regulatory Impact Assessment findings being unable to substantiate that the creation of such an Agency will either increase the delivery of housing and/or provide improved benefits to communities in respect of the location of such developments. However, given the viability uncertainty in respect of what functions it should fulfil, would it be naïve to suggest that a “trial run” of the various options be pursued prior to establishing and resourcing the entity? Perhaps as a minimum a theoretical scenario play workshop which includes the various stakeholders would inform the formation of an appropriate mandate and necessary targets, especially as the targets which are to be set for the HDA will determine its tone and behaviour. 

In conclusion, we believe that the HDA could play a critical facilitation role in supporting the provision of “sustainable human settlements” provided its role is altered and narrowed as suggested.

 

Cas Coovadia

MANAGING DIRECTOR