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Public Finances (Jersey) Law 2005: funding requests under Article 11(8) (P.64/2010) – comments.

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STATES OF JERSEY

PUBLIC FINANCES (JERSEY) LAW 2005: FUNDING REQUESTS UNDER

ARTICLE 11(8) (P.64/2010) – COMMENTS

Presented to the States on 2nd July 2010 by the Public Accounts Committee

STATES GREFFE

2010   Price code: B  P.64 Com.

COMMENTS

Court and Case costs

There is absolutely no doubt that the States have failed to control these costs, however the  real  question  is  whether  control  is  possible.  H.M. Attorney General  would probably argue that it is his duty to make decisions irrespective of costs; and that it is in  the  Island's  interests  to  bear  the  costs.  The  States  have  survived  because  the 2 confiscation funds have provided a cushion so that costs could be incurred without impacting States' public budgets.

The view of the PAC is that –

  1. The Island has to accept that to be a credible jurisdiction the Island must bear costs of this sort – and they are likely to be unpredictable.
  2. If the Confiscation Funds cannot cover the risk that in any year the actual costs will be greater than the budget, then there should be a contingency budget that the Minister for Treasury and Resources can release as required.
  3. Whether the extra provision to cover this in P.64/2010 is sufficient is not an exact calculation.
  4. None of this implies that micro-controls are currently acceptable – i.e. there may still be a question whether the Law Officers and others are controlling cost on individual cases adequately. This has been difficult to test in the past because the Attorney General always says that he should be free to make whatever choice of advocates and others he thinks appropriate. The PAC has investigated  whether  proper  procurement  processes  were  followed  in the appointment  of  the  lawyer  selected  in one  high-profile  case,  and  initial indications are not encouraging.
  5. A  Finance  and  Economics  Audit  Committee  report  in December  2003 concluded that the increase in Court and Case costs since 1998 was caused by a  combination  of  unpredictably  large  cases  and  a  lack  of  budgetary constraints.  The report  made  a  number  of  recommendations  to control expenditure  through  greater  budgetary  discipline,  introducing  performance measurement and making better use of competitive tendering.
  6. Those dealing with Court and Case costs should to be able to demonstrate that lessons have been learnt and standards of case management improved since the National Audit Office Report in 2005 made recommendations into the legal costs and charges incurred by the public in the Le Pas case. This report found that "more effective arrangements are needed in the procurement of professional services to ensure the costs incurred are necessary, relevant and reasonable"  and  that  "savings  could  be  made  by  a  better,  more  robust management of professional service providers and by exercising closer and tighter control over costs and payments."1

1 States of Jersey: Independent Investigation into Court and Case Costs. Report by the National

Audit Office November 2005

Through this comment the PAC wish to formally ask the Minister for Treasury and Resources whether he believes this aspect of control is sufficient. The Committee notes that this is a more specific question than the review of legal costs mentioned on page 4 of P.64/2010 – which will include a wide range of legal costs beyond those which have caused the problem identified by P.64/2010. The Viscount's Department's forecasting  looks  woeful –  and  may  require  specific  attention  (see  page 4  of P.64/2010 – estimate of £4.769 million compared with a budget of £1.756 million).

Voluntary Redundancy (VR)

The Report is correct – a scheme is required. However, it will be required as a part of the  CSR  process  and  its  costs  should  really  be  set  against  the  CSR  outcome: i.e. whether the Minister achieves his CSR target should be assessed by looking at the net benefit of the CSR outcome. The effect of P.64/2010 is that the cost of VR will be treated independently of the CSR process and the PAC fears that the outcome of CSR will therefore be judged without taking account of all the relevant costs. This seems reinforced by the comments on page 8 of P.64/2010 which suggests that VR will be a free good for individual departments rather than a cost. The PAC is keen to ensure that VR is justified in terms of pay back – i.e. departments should be made to establish that any particular VR pays for itself within a period – i.e. savings should be contrasted with the cost. Little detail of this process is given in the Report.

Previous PAC investigations have shown that historically the States have been very generous in VR packages. If the Minister is right to think that a CSR is necessary, it would be right to look again at the generosity of the VR scheme. The basic terms are set out on page 8 of P.64/2010.

Procurement

The PAC is in the middle of a review on Procurement and the approach outlined in the Report looks reasonable. However, this is another example of increasing costs to save costs – the costs ought to be set against the benefits of the CSR process.

Accounting Officers

The PAC are uncomfortable about the comment on page 6 of P.64/2010 – . . . the Accounting Officers concerned will continue to overspend available budgets which is a breach of the Public Finances Law . . .'

Elsewhere the paper says that drawdowns of funds will be tightly controlled (page 5 of P.64/2010). Have they not been tightly controlling such drawdowns? If they are tightly controlling – how could the breach of Public Finances Law occur as warned on page 6 of P.64/2010? Perhaps the Minister for Treasury and Resources could clarify.

C&AG Report (R.96/2007)

The PAC note it has taken them 3 years to implement the recommendation of the C&AG and conclude that they are only doing so now because the Confiscation Funds have been exhausted (see page 4 of P.64/2010).

In order to assist debate, the PAC hereby reproduces comments previously made in respect of Court and Case costs and Procurement.

Key Findings and Recommendations made by the PAC regarding Court and Case costs in P.A.C.1/2010:

KEY FINDING

Court and Case costs are an unpredictable and volatile drain on taxpayers' money. Therefore, this expenditure cannot be budgeted for. However, these costs can present a significant financial risk for a small island community and their volatility makes prudent financial management difficult.

RECOMMENDATION

Prosecution costs in the Magistrates Court should be recovered on an ability to pay' basis. A more holistic approach to court costs needs to be undertaken as matters such as legal aid provision need to be taken into account. The PAC recommends that the Judiciary undertakes an internal review of its funding requirements and looks towards the commerciality of all functions provided.

Key  Findings  and  recommendations  made  in  P.A.C.2/2010  (States  Spending Review) re: procurement (in H&SS)

KEY FINDING

There is significant overspending due to an over reliance on locum staff, and problems within the recruiting process.

KEY FINDING

One  of  the  reasons  for  believing  that  substantial  procurement  savings  might  be available was that the Department had issued a very large number of States purchasing cards. This indicates that many items are purchased on a piecemeal basis rather than by means of general contracts – where terms can be controlled.

RECOMMENDATION

The Procurement Manager at Treasury and Resources should be given overarching control over all HSS procurement functions.

KEY FINDING

While the PAC anticipates that savings will flow from the centralisation of IS under Chief Ministers, it is troubled that the savings mentioned above are promises for the future  and  that  the  above  technology  is  not  already  in  place.  Installing  and implementing ICT systems is only part of the picture. It appears that the rationale for procurement in this area has been simplistically based on the purchase of equipment, without consideration of the process design which will allow staff to use it properly.

KEY FINDING

The PAC are heartened to note the efforts made to buy as a consortium.

RECOMMENDATION

More  efforts  should  be  made  to  co-operate  with  Guernsey  in  Health.  The  PAC recommends  that  potential  avenues  for  making  savings  via  joint  purchases  be thoroughly explored.

Procurement of legal aid

The Committee is also concerned at the apparent lack of a systematic procurement process regarding legal aid, for example in the case of Curtis Warr en.

Comments regarding Procurement by the Comptroller and Auditor General in his report of May 2008 – Emerging Issues.'

"The States are in the process of renewing the initiative to achieve reductions in expenditure by improving the States' management of procurement. Although some reductions have already been achieved, there remains much that could be done, as is shown by the inclusion in the departmental reviews of a reference to the possibility of a material reduction in spending by the Department of Health and Social Services. If similar reductions were to be achieved generally within the States, the effect would be a reduction in expenditure that would amount, conservatively, to at least £3 million."[2]

"The corporate initiatives aimed at improving procurement practice have not been followed consistently by all departments"[3]

"It is plain that departments have been able to frustrate corporate initiatives. The experience of the creation of Jersey Property Holdings demonstrates this. As I have mentioned above, departments were not enthusiastic about transferring their properties to JPH although this has now been accomplished: but much later than had been anticipated. Further maintenance budgets proved difficult to transfer. But there are other  examples.  It  has  proved  difficult to implement  straightforward  procurement disciplines through all departments."[4]

The C&AG's proposal for procurement in H&SS:

"Management of procurement

Amount  £800,000 Timing  Medium-term Type of reduction  Efficiency Certainty  Not speculative

App. 3–18. The department should establish a centralised procurement function with a view  to  achieving  savings  though  a  more  rigorous  approach  to  purchasing.  The department already purchases drugs through a main land consortium but reductions could  be  achieved  by  extending  good  procurement  practice  to  other  areas  of purchasing.[5]

The  PAC  is  extremely  concerned  that  2 years  on  from  issues  raised  in  the C&AG's report above, progress in procurement still appears extremely slow, with hundreds of purchase cards still in circulation, and a lack of centralised and consistent procurement system still evident. The PAC shall be investigating this matter closely and publicising its findings.

Summary

In summary, the PAC considers that a key element of sustainable and successful change in any large organisation is a sense of urgency. It is this sense of urgency which the States really seems to lack, with major issues such as human resources, staff terms and conditions, property usage and procurement being allowed to coast without prudent management or expedient measures being taken – all at a major cost to the taxpayer.