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Government Plan 2023-2026 Scrutiny Review – Corporate Services (S.R.20/2022): Response of the Chief Minister and the Minister for Treasury and Resources.

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STATES OF JERSEY

GOVERNMENT PLAN 2023-2026 SCRUTINY REVIEW – CORPORATE SERVICES (S.R.20/2022): JOINT RESPONSE OF THE CHIEF MINISTER AND THE MINISTER FOR TREASURY AND RESOURCES

Presented to the States on 30th January 2023 by the Chief Minister

STATES GREFFE

2022  S.R.20 Res.

GOVERNMENT PLAN 2022-2025 SCRUTINY REVIEW – CORPORATE SERVICES (S.R.20/2022): JOINT RESPONSE OF THE CHIEF MINISTER AND THE MINISTER FOR TREASURY AND RESOURCES

Ministerial Response to:  S.R.20/2022 Ministerial Response required  18th January 2023

by:

Review title:  Government  Plan  2022-2025  Scrutiny

Review – Corporate Services

Scrutiny Panel:  Corporate Services Scrutiny Panel INTRODUCTION

The  Chief  Minister  and  Treasury  Minister  are  grateful  to  the  Corporate  Services Scrutiny Panel for their review of the Government Plan 2023 – 2026.

FINDINGS

 

 

Findings

Comments

1

The Government Programme is  the  umbrella  term  which encapsulates  several components  including  the Government  Plan,  the Common Strategic Policy, the Ministerial  Plans  and  the Delivery  Plans.  However, how the components link to one another is not obviously referenced  within  the Government  Plan  2023-26. Additionally,  the  Common Strategic Policy priorities are not evidently aligned to the projects  and  programmes  in the  Government  Plan  as demonstrated in the previous Plan.

An  explanation  of  the  relationship  between  the constituent  elements  of  the  Government Programme will be included in future Government Plans.

The  Delivery  Plans  (to  be  published  in  early February) will show the alignment between the actions that will take place during 2023 to deliver on  the  Ministerial  Priorities  set  out  in  the Ministerial  Plans  with  the  Common  Strategic Policy. Consideration will be given to how best to map this alignment in future.

2

The  Jersey  Performance Framework  indicators  as outlined within the Proposed Common  Strategic  Policy require  reviewing  and refining.  Real  mean

The Chief Statistician would be happy to brief the CSSP separately on these more technical issues.

As  explained  in  wq.275-2022.pdf  (gov.je) the majority of the indicators listed in the Monitoring

 

 

Findings

Comments

 

equivalised  household income as a metric to assess progress  provides  limited information about households that endure long durations of acute  poverty.  There  is  a requirement for better data on contemporary  local consumption in Jersey.

Impact annex of the Common Strategic Policy have been  sourced  from  the  Island  Outcomes  and Indicators Framework that was based on the Future Jersey consultation with Islanders. The answer to this  question  also  explains  that  The  Chief Statistician will work with departments to define and develop the indicators to support consistent reporting  against  the  metrics  in  the  Monitoring Impact annex of the CSP, in the context of the insight available from the whole suite of island outcomes and indicators.'

Real  mean  equivalised  household  income  is calculated by Statistics Jersey and is derived from the Living Costs and Household Income Survey that Statistics Jersey carry out across a 12-month period. This collects both income and expenditure data and will be typically run every four years (the latest cycle was disrupted by Covid restrictions). This is an expensive (£450,000) survey to run.

The CSP annex 2 commitment to monitor progress on  real  median  equivalised  household  income during the term of  this  government  implies  re- starting this survey in mid-2024 (to produce results by late 2025/early 2026).

3

The Government Plan Annex was  not  produced  and published at the same time as the  Government  Plan.  This provided  challenges  for Scrutiny when undertaking its review  process  of  the Government  Plan  under  the available  timeframe.  It  also raises concern as to whether the  Proposed  Government Plan 2023-26 was agreed by the Council of Ministers with the  full  knowledge  of  the financials.

The  time  available  for  the  production  of  the Government Plan was impacted by the timing of the  election,  and  to  ensure  that  the  main Government  Plan  document  was  lodged  in  line with  the  deadlines  set  out  in  the  Law  it  was necessary  to  prioritise  the  production  of  this document, meaning that the Annex was produced a short period afterwards. It was shared in draft with Scrutiny panels within one week of the plan being lodged to assist their scrutiny process.

It is however accepted that producing the Annex document at the same time as the Government plan is preferable.

 

 

Findings

Comments

 

 

The  Council  of  Ministers  were  briefed  on  all financial elements of the Government Plan as part of the development of the plan.

4

Scrutiny  has  experienced significant delays in receiving requested  information  from the Government in a timely manner to inform the review of the Government Plan.

The timetable for the scrutiny of the Government Plan was reduced by the former Assembly from 12 weeks to 10 weeks, and this did cause difficulties in terms of the ability to provide panels with the information  they  requested  within  the  timelines they  specified:  Many  of  the  Panel's  requests included very short deadlines and requested very substantial and detailed information. Government did everything possible to provide the information requested  (as  well  as  providing  evidence  at numerous hearings).

5

The  Government  Plan  does not  provide  Ministerial mapping  for  departmental budgets.  Scrutiny  was therefore required to request this  information  which resulted in significant delays. Without  the  inclusion  of Ministerial mapping, it is not clear  from  the  Government Plan as to how much of the Budget  each  Minister  is responsible for in 2023.

As  discussed  in  scrutiny  hearings,  following changes in ministerial responsibility the mapping of  departmental  budgets  to  Ministerial responsibilities is relatively simple to produce from the service analysis in the Annex.

To further this transparency, COM proposed an amendment  to  the  plan  to  split  the  Heads  of Expenditure  for  the  two  departments  most impacted (IHE and DoE).

6

A  mid-year  review  update report  was  not  published  in respect  of  the  Government Plan 2023-26, as in previous years.

This is correct.

7

While  the  statutory  factual requirements  of  the Government  Plan  in  respect of  the  Public  Finances (Jersey) Law 2019 appear to be  appropriately  included, having  regard  for  further long-term sustainability of the

It is accepted that whether (any) Government Plan is perceived to have sufficient regard to long-term sustainability is a judgement.

The annual Government Plan is a statement of the coming year's taxing and spending plans. How to demonstrate regard to sustainable wellbeing in the Government Plan itself, while also trying to keep

 

 

Findings

Comments

 

Island's  economy  and sustainable  wellbeing  of Islanders may be perceived as more  judgmental requirements.

this  quite  complex  document  succinct,  will  be given further attention.

8

Narrative  in  relation  to ongoing  expenditure  and business as usual projects is not  provided  for  within  the Government Plan.

This was a conscious decision to ensure that the Government Plan is a digestible document focused on the key budgetary decisions of the assembly, rather  than  reproducing  information  that  is available elsewhere.

9

The  Government  Plan  does not  demonstrate  how spending and taxation evolves over  time  and  how  the different  functions  of  the Government  are  created  or reduced as priorities in public spending and policy.

The annual Government Plan is a statement of the coming year's taxing and spending plans. It cannot be  a  narrative  on  the  historical  evolution  of  a number of Governments' different approaches to such matters.

10

Although  some improvements to enhance the accessibility  of  the Government Plan have been made,  the  Plan  remains inaccessible  to  members  of the public, including children and young people.

Improvements  continue  to  be  made  to  the Government's  policy-based  interactions  with Islanders and this year's Government Plan made a number of advances.

While the main document was published on gov.je in pdf format, to enable easy reading and printing for  those  without  a  disability,  a  text-based summary  of  the  document  provided  greater accessibility  on  devices  from  a  readability perspective.  The  document  was  designed  with accessibility  baked-in  for  those  with  visual impairments,  including  the  colours,  fonts  and images used.

From  a  sustainable  perspective,  a  deliberate decision  was  taken  not  to  print  vast  quantities though printed copies were made available at all Parish / Public Hall s and the town library. The document  was  also  accessible  at  constituency offices', with Ministers available to discuss and explain content with Islanders. This was part of a wider  engagement  plan  with  the  public  where Ministers visited venues to specifically discuss the Government programme

 

 

Findings

Comments

 

 

A series of communication products publicising the plans were disseminated to Islanders – through the media and Government's social media channels

 explaining  more  about  the  Government Programme and where Islanders can go to read the plans. Following feedback, more work is ongoing around  engagement  in  Plain  Language(s), Portuguese, and to other hard to reach' audiences.

Specifically  for  young  people:  the  plan  was promoted on Channel 103 and on Youth Radio, Instagram and via YouTube advertising; a face-to- face event took place with 6th Form students at Highlands College.

11

Jersey's economic and fiscal strategy  is  framed  in  an abstracted  national accounting  framework  that refers  to  the  analytical artifacts such as Gross Value Added (GVA), the trend rate of growth and the extent that Jersey's economy exhibits an output gap. This framework is in practice incomplete for a micro-economy like Jersey.

Different economic advisors can legitimately take different views, but this is not a conclusion that is accepted by Statistics Jersey. The Chief Statistician and  Chief  Economist  would  be  happy  to  brief CSSP on these technical issues. Statistics Jersey follows international guidance on the production of Gross Value Added data for Jersey, taking in to account  the  data  sources  available  in  a  small jurisdiction. It is noted that both Guernsey Gross Value Added and Gross Domestic Product - States

 

indicates 1.9% growth in GDP produce estimates

of GVA and/or GDP.

The  Output  Gap  does  have  its  limitations  and perhaps these are magnified in an economy the size of Jersey, however as long as the correctly caveated interpretation  is  used  (as  with  all  data)  it  still provides some added value in understanding the context and performance of the Jersey economy.

12

Significant  uncertainty remains  in  relation  to increasing levels of inflation. However, it appears that due regard has been given to the potential  risk  and  impact thereof and, as far as possible, it appears that steps have been taken to build contingencies

This finding is welcomed.

 

 

Findings

Comments

 

into the Government Plan to account  for  adverse inflationary  risks  and pressures. Should inflationary pressures reach levels higher than  anticipated,  pressures would  need  to  be  managed across  the  Government, within  the  approvals  agreed by the States.

 

13

Continued funding for Covid- 19  response  and  recovery spending  is  provided  for  in the  Government  Plan  for 2023  as  well  as  reserve funding  for  any  unforeseen circumstances. It is expected that the Covid-19 debt will be repaid by the end of 2022 in accordance  with  the recommendation made by the Fiscal Policy Panel and as a result  of  repaying  the  debt that any unspent funds, where possible,  will  be  transferred into the Stabilisation Fund.

This finding is accepted

14

The  Government  will continue to review the effects of rising inflation and rising interest  rates.  However,  to maintain a balanced budget, should  further  measures  be proposed to address the cost- of-living  crisis,  funding  in other  areas  will  need  to  be reduced  as  a  result.  Further support measures will likely be covered through uprating the  services  and  benefits provided by the Minister for Social  Security  rather  than through  further  increases  to tax  thresholds  beyond  the 12% already proposed.

This finding is accepted.

 

 

Findings

Comments

15

The Minister for Treasury and Resources  confirmed  his support of and his intention to propose an amendment to the Government  Plan  using  the Mortgage Interest Tax Relief mechanism.  As  such  the Panel paused its intention to propose a similar amendment to  avoid  duplication  of efforts. At the time of writing this report the Panel notes that the amendment has not been lodged  and  highlights  its disappointment  that  the Minister has not actioned this.

The  Minister  wrote  to  CSSP  on  30/11/2022 advising  the  Panel  that  he  had  decided  not  to proceed with an amendment to the Government Plan to temporarily pause the erosion of Mortgage Interest  Tax  Relief.  In  making  this  decision, Ministers were mindful that such a step would only have benefited mortgage holders (not people in rented accommodation) and that many mortgage holders  were  currently  protected  by  fixed-rate arrangements. As agreed by the States Assembly in Budget  2016,  the  Government  is  committed  to phasing out Mortgage Interest Tax Relief as it is anomalous  in  a  modern  personal  income  tax regime. As such, it was more prudent to conserve funds for better-targeted interventions were those to become necessary.

16

Significant  concerns  were raised with regard to how the stamp  duty  proposals  are being  reflected  within  the Draft Finance (2023 Budget) (Jersey)  Law  202-  which could  result  in  uncertainty should  the  potential  issues identified not be rectified and clarified prior to approval of the  Law  by  the  States Assembly.

The Minister wrote to the CSSP on 29/11/2022 addressing  a  number  of  concerns  raised  in  a submission to the Panel from a local stakeholder. The  Government  lodged  an  amendment  to  the Government Plan and Finance Law to address an area of concern around property development. This amendment was agreed by the States Assembly on 16/12/2022.

17

The  stamp  duty  review  has been  delayed.  Concern  was raised  that  the  Stamp  Duty Legislation is out of date and must be updated to reflect the modern  practices  and standards.

Amendment 22 to the Government Plan 2022-2025 was adopted by the Assembly in December 2021, requiring a higher rate of stamp duty for second homes, buy-to-let properties and holiday homes to be introduced by 2023. Due to the time pressure associated with this work, the Stamp Duty review was delayed.

The impact of this amendment on other tax policy work was set out in the Government's Amendment to the Amendment, and again in a letter sent to Scrutiny on 29/11/2022.

The  Government  does  intend  to  commence  a review of Stamp Duty during 2023 but wishes to consider  the  case  for  first  undertaking  a  more

 

 

Findings

Comments

 

 

strategic  review  of  Jersey's  housing  market. Appropriate  consultation  with  relevant stakeholders  will  be  undertaken,  and  any legislative changes arising as a result of the review will  be  contained  in  the  Finance  Law  (Budget 2024).

18

Existing funding provides for all  delivery  to  the  end  of phase  two  Independent Taxation.  However, additional  funding  will  be required  for  the  delivery  of the final stage.

It is expected that the cost of the third phase of Independent  Taxation  can  be  met  from  within existing budgets with some re-phasing of future development plans.

19

It is recognised that adapting to  the  change  resultant  of moving  the  company  tax filing  deadline  from  31st December to 30th November may  present  challenges  for taxpayers  and  the  tax profession  in  Jersey, particularly in the first year of the move.

The deadline for filing a company tax return is currently  by  the  end  of  December  in  the  year following the end of the company's accounting year.

So, for example, where a company's accounting year-end is 31 January 2022, the deadline for filing a return would currently be 31 December 2023 (23 months later). Under this change the filing deadline will become 30 November 2023 (22 months later).

Where  a  company's  accounting  year-end  is  31 December 2022 the deadline for filing a return would currently be 31 December 2023 (12 months later).   Under  the  proposed  change  the  filing deadline  will  become  30  November  2023  (11 months later).

A  consultation  was  published  which  sought  to collate  the  views  of  taxpayers  and  the  tax professionals  on  the  most  appropriate  date.  A summary  of  responses  is  published  on  gov.je: https://www.gov.je/SiteCollectionDocuments/Gov

ernment  and  administration/Filing  date

consultation summary.pdf

The  preference  from  the  consultation  was  to change the current 31 December deadline. Albeit that there were differing views of what the revised date should be, the table in the Appendix of the summary document shows that 30 November was the single-most preferred deadline.

 

 

Findings

Comments

20

Information about unit costs and  an  inventory  of  public services  provided  is  not included  within  the Government Plan.

The  Government  plan  is  not  the  place  for  the provision of detailed spending plans at a business or service level; the inclusion of such information would  render  the  document  rather  unwieldy  in respect of its core purpose.

The  Government  Plan  is  supported  by  detailed budgets at service level which are delegated within Departments  by  Accountable  Officers  to  their respective delegated budget holders. These budgets are set in readiness for the next financial year.

Treasury continues to look at improving the level of integration of financial and non-financial data to help inform decision making, in the Government Plan and/ or surrounding the process of lodging and approval of the plan.

In respect of the provision of unit costs data, the Government does not currently operate an activity- based  costing  approach  universally  across  all services. There are limited examples of unit cost methodology application. The institution of such an approach would require significant investment of time and effort to establish and then to maintain. The Treasury continues to support improvements in  the  understanding  of  service  costs  and  cost drivers  to  ensure  that  budget  holders/  decision makers are able to make informed decisions and manage risks in a measured and considered way.

21

When Government prioritises allocations  to  new  revenue expenditure  growth investments,  trade-offs  are likely. However, these trade- offs  are  not  explicitly recognised in the Government Plan.

The government plan isn't the place to set out all considerations of policy development. Inclusion of all trade-offs considered in the development of the Government  Plan  would  make  the  document longer, and less understandable.

22

As  part  of  the  Value  for Money  Programme,  the Government  Plan  2023-26 includes  speculative  savings amounts for 2024, 2025 and 2026 without any information on  how  these  will  be

Government accepts the view of the Fiscal Policy Panel that it is not sensible, as far as possible, to include  unallocated  or  undetermined  savings targets. This has happened in previous plans and in such cases realisation of savings is less likely to occur on a sustainable basis. Therefore, this plan has  taken  a  much-more  careful  and  realistic

 

 

Findings

Comments

 

achieved,  which  directly contradicts  the recommendations  made  by the Fiscal Policy Panel.

approach,  spreading  previous  targets  to  be delivered by 2024 across the plan.

£10 million spend on a £1 billion budget seems reasonable  and  sensible.  For  2023,  £7m  of  the £10m target has already been identified leaving departments to identify the remaining £3m, this being a much-reduced figure from that in the 2022 Government Plan. Depts will also be developing detailed plans during the course of 2023 for future years.  As  set  out  in  the  Government  Plan, additional support will be provided to HCS and IHE in the development of their VFM and savings plans.

23

The Government Plan has not historically  included reporting  on  the  changes  in services  undertaken  during efficiency  and  rebalancing exercises.

Historically, the efficiency and rebalancing section of the government plan provides an indication of the type of expenditure that will be impacted by savings  measures,  e.g.  pay  related  non-pay  or income, with a short description of the measure. Delivery of the savings plans during the financial year is incorporated in the corporate monitoring reporting.  Services  change  implications  would/ could be reviewed by

24

The  Government  Plan  does not include detail in respect of the monitoring process for the Value for Money Programme.

The government plan is not the place to set out details of the monitoring process, the plan states that fit for purpose Governance will be established and  that  a  political  oversight  group  will  be established to steer and oversee the delivery of the programme and agreed outputs and outcomes. In previous responses to the Panel's questions on this matter, a briefing session has been offered for the Panel when the COM has reviewed the proposed implementation plan.

25

The  Government  Plan allocates  funding  for  New Revenue  Growth Programmes  and  projects where  full  business  cases have  not  been  completed. This  provides  challenges  to Scrutiny when undertaking its review  process  of  the Government  Plan.  It  also raises concerns as to whether the  Government  has  given

These allocations relate either to potential impacts of inflation (which remain uncertain), or initiatives still being developed (for example actions as a result of the 100-day plan).

It is proper that provision is made in the plan for these, but the amounts have been proposed to be held  in  the  Reserve,  to  allow  further  time  for business cases to be developed as more information becomes available.

 

 

Findings

Comments

 

full  consideration  to  the inclusion of proposed projects and programmes, specifically in relation to risks and value for money.

 

26

Projects  including  MS Foundation,  Cyber Programme and ITS Releases 1  &  2  are  significantly delayed.  ITS  Release  4  has yet  to  be  contracted  and funding  for  the  ITS programme  concludes  in 2023. No schedule has been provided for ITS Release 3 – Additional major project.

The  MS  Foundation  programme  experienced delays due to the scale and complexity of legacy infrastructure which resulted in a much larger than expected impact on implementation, coupled with the  pandemic.  The  programme's  scope  was increased to include the States of Jersey Police, which  along  with  other  initiatives,  further stretched resource utilisation. The programme is scheduled to commence formal closure at the end of the Quarter 3 2023.

The Cyber Security Programme reported delays due  to  over-optimistic  baseline  planning assumptions in the outline business case, given its high  dependency  on  already  stretched  internal resources and teams, an under estimation of the remedial actions required and the impact of the pandemic on working practices. The programme is scheduled to commence formal closure at the end of the Quarter 3 2023.

ITS  Programme  -  Release  1  (Connect  Finance, Connect Suppliers Ariba and Connect Inventory) and ITS 2 (Connect People) are on target to be delivered from January 2023, as approved by the ITS Partnership Board in May 2022.

ITS Release 3 (Connect Assets, Connect Estates and Connect Health & Safety) is due to complete the Build phase of the Project by the end of 2022, allowing systems integration testing to commence. Release  3  delivery  is  running  to  schedule, commencing from the end of April 2023. Delivery will be iterative, as requested by the Business, and will conclude by October 2023.

ITS Release 4 (additional commercial functionality that  drives  the  benefits  in  the  Commercial Transformation  Programme)  is  due  to  be contracted by the end of 2022 and is within the agreed  budget.  The  plan  is  to  deliver  early  in Quarter 4 2023, allowing for a controlled formal

 

 

Findings

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closure of the Programme by the end of 2023, as committed.

27

Article  6  (2)  of  the  Public Finance Law (Establishment of  other  funds)  states  that when establishing a Fund, the States  must  specify  the purpose  of  the  fund,  the fund's  terms  and  the circumstances  in  which  the fund may be wound up. The Panel notes that presently no States Fund is being proposed in respect of the Community Fund.

This is accepted – whether a separate fund is the most appropriate structure will be considered, and if this is the case the appropriate approval would be sought.

28

Staffing  and  resourcing challenges  across Government  departments give  rise  to  a  level  of uncertainty in the delivery of projects  and  programmes within  the  specified timeframes.

Whilst this is correct, the plan gave greater focus to ensuring  that  the  programme  of  projects  was deliverable as well as affordable.

This was recognised by the FPP in their Annual Report.

29

The  Council  of  Ministers lodged  the  Twentieth Amendment  to  the Government  Plan  on  28th November 2022 to amend the previously  approved  Our Hospital financing costs. The Panel is concerned that this leaves limited time for States Members  to  consider  a significant change in funding prior  to  the  debate  of  the Government Plan.

Whilst more time would have been preferable, the timing was predicated by the timing of the review of the Hospital Project.

30

The  Government  has  not observed  the recommendations  made  by the Fiscal Policy Panel in the 2021 Annual Report to build

The Government considered all advice from the FPP in developing the plan, but also needed to bring  in  wider  considerations  than  economic factors,  including  the  need  to  address  the

 

 

Findings

Comments

 

reserves through transfers to the  Stabilisation  Fund  or Strategic Reserve. Moreover, has  not  addressed  the requirement  for  a  long-term plan to increase the size of the Strategic Reserve within the Government Plan 2023-26.

immediate  challenges  facing  Islanders,  and  the priorities identified by the Council of Ministers.

Notwithstanding,  Council  have  protected  the reserves,  as  evidenced  in  the  forecast  balances which increase through the plan.

31

At year-end, should surpluses of £7million be available, the Government  Plan acknowledges  that  unspent balances will be transferred to the Stabilisation Fund as per the projections of the Fiscal Policy Panel's Medium-Term Report.  Receipts  from  Prior Year Basis Liabilities will be used to increase the balance of the Strategic Reserve and not the Stabilisation Fund.

Accepted

RECOMMENDATIONS

 

 

Recommendations

To

Accept/ Reject

Comments

Target date of action/ completion

1

The  components encapsulated  within  the Government  Programme should  have  an  evident link  running  through them and this should be clearly referenced within future Government Plans. Future Government Plans must  include  clear reference  to  how  the Common  Strategic Policy, Ministerial Plans, Delivery Plans, heads of expenditure  and  the

 

Accept

The  Council  of  Ministers  accepts  the ambition  to  make  the  connections between  each  component  of  the Government Programme clearer.

The Delivery Plans (to be published in early February) will show the alignment between the actions that will take place during 2023 to deliver on the Ministerial Priorities set out in the Ministerial Plans with  the  Common  Strategic  Policy. Consideration will be given to how best to map this alignment in future.

Ongoing

 

 

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Jersey  Performance Framework link as part of the  Government Programme.

 

 

 

 

2

The Council of Ministers should consider how the Jersey  Performance Framework  indicators outlined  within  the Common Strategic Policy can  be  reviewed, tightened  and  refined. Further  consideration should  be  given  to supplementing real mean equivalised  household income  with  further metrics to assess progress of the Housing and Cost of  Living  priority. Indicators including low income and duration, key drivers of poverty, should also  be  considered  for inclusion  within  next year's Government Plan.

 

Accept

The  principle  that  the  JPF  indicators outlined in the CSP can be refined is accepted, and work is under way.

The Chief Statistician is already working with departments to define and develop indicators to support consistent reporting against  the  metrics  in  the  Monitoring Impact annex of the CSP, in the context of the insight available from the whole suite of island outcomes and indicators.

Real  mean  and  median  equivalised household  income  is  calculated  by Statistics Jersey and is derived from the Living  Costs  and  Household  Income Survey  (LCHIS)  that  Statistics  Jersey carries  out  across  a  12-month  period. This survey provides both income and expenditure analyses and will typically be run every 4 years (the latest cycle was disrupted by Covid restrictions). This is an expensive (£450,000) survey to run.

Ideally, in order to monitor progress on real  median  equivalised  household income regularly, the LCHIS would be undertaken from mid-2024 (to produce results by the end of 2025/early 2026) and then every four years, to fit with the electoral cycle. This will be considered as part of the Government Plan 2024 process.

The Chief Statistician  will review the feasibility of using administrative data

 

 

 

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already held by government (e.g. on tax and social security) to produce indicators of low income and duration.

The Chief Statistician would be happy to brief the CSSP separately on these more technical issues.

 

3

The  Government  Plan Annex must be produced and published in tandem with  the  Government Plan for future iterations of  the  Plan.  Given  the shortened lodging period for  a  Government  Plan within  an  election  year, consideration  should  be given  to  future  election years with regard to how the  Annex  can  be provided in tandem with the Government Plan and without  placing  undue difficulty on officials.

 

Accept

The time available for the production of the Government Plan was impacted by the timing of the election, and to ensure that  the  main  Government  Plan document was lodged in line with the deadlines  set  out  in  the  Law.  It  was necessary to prioritise the production of this document, meaning that the Annex was produced a short period afterwards.

It is accepted that producing the Annex document  at  the  same  time  as  the Government  plan  is  preferable  if possible in the timescales.

N/A  - ongoing

4

The  Government  must ensure  for  all  future Government  Plans  that priority  is  given  to  the work of Scrutiny and due regard  to  ensuring Scrutiny  receives  any requested information to inform  its  work  within the  allocated  timeframe provided  and  in accordance  with  the proceedings  outlined within  the  Code  of Practice for Engagement between Scrutiny Panels and the Public Accounts Committee  and  the Executive.

 

 

The Council of Ministers prioritises the work  of  Scrutiny,  including  the provision  of  written  and  oral information.

The timescales in 2022 were curtailed, due to the later election and shortened lodging period.

 

 

 

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5

Future Government Plans must  provide  detailed Ministerial  mapping  for departmental  budgets which includes a detailed breakdown  of  how funding is split between programmes and services when  lodged.  This mapping  must  be apparent  in  the Ministerial Plans so that it is clear as to how the workstreams  and  policy initiatives laid out in the Ministerial  Plans  align and  appear  in  the Government  Plan  as funding proposals.

 

Reject

Whilst  the  Government  acknowledges the  need  for  clear  political accountability, the steps taken to align Ministerial responsibilities to Heads of Expenditure precludes in the main the need to produce further tables that may further complicate the Government plan document.

Notwithstanding that government rejects this specific recommendation, it accepts the principles and will continue to seek to  further  improve  clarity  and transparency across documents relating to the Government Programme.

 

6

A  mid-year  review update  report  must  be published in future years prior to the lodging of the Government Plan by the deadline  of  31st  August each  year.  The  report must  include  progress updates  on  all  projects and  programmes,  detail on how the funding has been  allocated  to  date, whether the delivery is on track and to be delivered by  the  identified timescale and within the budget allocated.

 

Reject

The  Government  is  committed  to accountability  on  its  performance  and delivery, and accordingly has committed to  each  Minister  providing  an  annual progress report to the relevant Scrutiny panel in December each year.

In  line  with  the  introduction  of Ministerial Plans the Government Plan is now  fiscally  focussed,  setting  out financial  approvals  across  both ministerial  priorities  and  existing services.  Accordingly,  the  mid-year update will also focus solely on funding (and will be provided by 31st August each year).

Progress  and  performance  papers submitted to the Council of Ministers during the year will also continue to be shared with Scrutiny as normal.

On  this  basis,  a  mid-year  report  as outlined will not be produced as well.

 

 

 

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7

The Council of Ministers must  clearly  evidence how the economic, social, environmental,  and cultural sustainability and wellbeing  requirements of  the  Public  Finances (Jersey)  Law  2019  are demonstrably  outlined and linked throughout the components  of  the Government  Programme and in future Government Plans.

 

Partially Accept

It is noted that Art 9(9) PFL requires that the Council of Ministers must –

  1. in preparing the government plan, take into account the sustainable well- being (including the economic, social, environmental and cultural well-being) of  the  inhabitants  of  Jersey  over successive generations; and
  2. set out in the government plan how the  proposals  in  the  plan  take  that sustainable well-being into account.

The annual Government Plan proposes the  coming  year's  income  and expenditure plan.

The CSSP Report states that: "The Panel notes  that  although  it  may  be  less challenging to portray how the factual requirements  of  the  Public  Finances (Jersey) Law 2019 are observed within the Government Plan, due regard must be  given  to  ensuring  the  more judgemental requirements in respect of the Law. In particular, making sure that the  outlook  of  the  economy  and  the sustainable  wellbeing  of  Islanders (including  in  the  economic,  social, environmental and cultural context) is clearly  demonstrated  within  the Government  Plan  and  throughout  the components  of  the  Government Programme  with  clear  links  between them."

Finding  7  is  also  noted:  "While  the statutory  factual  requirements  of  the Government  Plan  in  respect  of  the Public  Finances  (Jersey)  Law  2019 appear  to  be  appropriately  included, having  regard  for  further  long-term sustainability  of  the  Island's  economy and sustainable wellbeing of Islanders may be perceived as more judgmental requirements."

 

 

 

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It  is  agreed  that  whether  (any) Government Plan is perceived to have sufficient  regard  to  long-term sustainability is a political judgement.

It is accepted that this is an area in which improvement can be made. We will give further attention to how to demonstrate regard to sustainable wellbeing in the Government Plan as a whole, while also trying  to  keep  this  quite  complex document succinct and the process of developing  and  scrutinising  it proportionate.

(The Recommendation may potentially be interpreted to apply to every single element  of  the  Government  Plan separately. For the avoidance of doubt, it is  not  accepted  that  would  be proportionate).

In  addition,  an  explanation  of  the relationship  between  the  constituent elements of the Government Programme will be included in future Government Plans.

 

8

To enhance transparency and accountability of the Government  Plan process,  the  Council  of Ministers  must  include detail  in  relation  to ongoing expenditure and business as usual projects within  future Government Plans.

 

Accept

Whilst  government  accepts  this recommendation, it will be implemented through the wider suite of Government Programme  documents  rather  than included this level of detail in the in the Government Plan.

It  is  vital  that  Government  can transparently  show  how  taxpayers' money is spent, both delivering services and projects. This is delivered through the suite of Ministerial Plans, Delivery Plans,  the  Government  Plan  and  the Annual  Report  and  Accounts. Government  will  continue  to  look  to improve these documents. Specifically, Delivery Plans should describe the work

 

 

 

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of  departments,  including  ongoing Expenditure and BAU projects.

This helps to ensure that the Government Plan is a digestible document focused on the key decisions of the assembly, will more  detailed  information  available elsewhere.

 

9

The Council of Ministers should consider how the Government Plan can be further refined to include how  spending  and taxation  evolves  over time  and  how  different functions  of  the Government  are  created or reduced as priorities of public  spending  and policy.  This  level  of detail should be included within  future Government Plans.

 

Reject

The Government recognised the value that this type of analysis could bring, for instance in informing some of the work of the value for money programme.

However, the annual Government Plan is a statement of the coming year's taxing and  spending  plans,  rather  than  a narrative on the historical evolution of a number  of  Governments'  different approaches to such matters.

Government  will  consider  whether longer  trend  analysis  of  financial information could be provided outside of the Government Plan process, although this would need to be prioritised against other work.

 

10

The Council of Ministers should  consider  how future Government Plans can  be  made  more accessible to children and young  people. Consideration  should  be given  to  creating  a young-person  friendly two-page  summary document  and  the provision  of  workshops in  respect  of  the Government  Plan process.  This  work should  be  completed  in time for inclusion in next year's Government Plan.

 

Accept

CYPES is in the process of appointing an Associate  Director  with  responsibility for  Participation  and  Engagement  of young people in government decision- making. This will fall within that remit and will be actioned this year.

 

 

 

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11

The Council of Ministers should consider how the accessibility  of  future Government Plans can be further  enhanced  for members  of  the  public. Consideration  should  be given to the use of digital summary  reports  to accompany  future Government  Plans  and where  possible  avoiding the  use  of  proposition numbers  within  public facing documents.

 

Accept

This is being actively considered.

 

12

The Council of Ministers should  consider  how administrative  data collected from businesses and  households  can  be used to assist in framing Jersey's  economic  and fiscal  strategy  more accurately in order to get a  proper  purchase  on local  economic  activity given  the  limitations  of national accounting in a Jersey context. This work should  be  completed  in time for inclusion in next year's Government Plan.

 

 

Statistics  Jersey  have  Health  Covid Recovery  funding  during  2023  which will  enable  them  to  produce  some experimental population statistics based on administrative data already held by government.  As  part  of  Government Plan  2023  the  Government  provided Statistics Jersey with funding which will enable  them  to  produce  experimental economic statistics from administrative data.

The Chief Statistician will review during 2023  options  for  the  further  use  of administrative data held by government to  produce  more  robust  economic, population,  and  migration  statistics  in future and will make recommendations for  considerations  as  part  of  the  next Government Plan. This is consistent with the Chief Ministers 2023 ministerial plan commitment 9.3 to provide resources to collect accurate and timely statistics on populations trends including migration and immigration volumes and analysis.'

 

 

 

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13

The Council of Ministers must  ensure  that  due regard  is  given  to  the sufficient  provision  of targeted  support  to Islanders  impacted  the most by the cost-of-living crisis.  Targeted  support through  direct  payments to  the  most  vulnerable Islanders  should  not  be discarded  as  an  option unequivocally but should be considered as required if best suited to provide the  needed  support  as identified by end Quarter One 2023.

 

Accept

Ministers have committed to keeping the level  of  support  under  review  going forward in relation to cost of living.

 

14

The Council of Ministers must  explore,  by  end Quarter  One  2023, whether  alternative support mechanisms such as a one-off tax credit or rebate  would  be administratively practical in Jersey and the extent that,  in  distributional terms, it could be used to provide targeted support to contain its costs.

 

Reject

The  Mini-Budget  effectively  and efficiently returned money to taxpayers through the mechanism of increased tax thresholds  and  allowances,  and  by improvements in various social-welfare payments. It would not be cost-effective to create a tax-credit or rebate system. Furthermore, they would not reach the non-taxpaying population and could not be easily incorporated into existing tax administration processes in Jersey.

The CSSP advisor referred to the US Federal tax rebates and credits. The most recent US Federal tax rebates relate to stimulus packages as a response to the COVID pandemic. It should be noted that such rebates are a short-term relief and would not provide targeted, long- term relief.

 

15

The Council of Ministers must prioritise the stamp duty  review  during Quarter  One  2023  and must  ensure  that  broad consultation  with stakeholders  and

 

Reject

The  Government  does  intend  to commence  a  review  of  Stamp  Duty during 2023 but wishes to consider the case  for  first  undertaking  a  more strategic  review  of  Jersey's  housing market.  Appropriate  consultation  with relevant stakeholders will be undertaken,

 

 

 

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members of the public is carried out as part of the review process to inform any proposed changes to the  legislation.  The proposals  must  be finalised for inclusion in the  Draft  Finance  Law (2024  Budget)  (Jersey) Law 202- by end October 2023.

 

 

and any legislative changes arising as a result of the review will be contained in future Finance Laws.

 

16

The Council of Ministers should provide, in future Government  Plans, information  about  unit costs  of  public  services and  exploration  of different means of service to the public. This may include  active benchmarking, comparison  between  the public service and private sector,  to  aid  in transparency.

 

Reject

Treasury continues to look at improving the level of integration of financial and non-financial  data  to  help  inform decision  making,  in  the  Government Plan and/ or surrounding the process of lodging and approval of the plan.

In respect of the provision of unit costs data, the Government does not currently operate  an  activity-based  costing approach universally across all services. There are limited examples of unit cost methodology application. The institution of  such  an  approach  would  require significant investment of time and effort to establish and then to maintain.

The  Treasury  continues  to  support improvements in the understanding of service costs and cost drivers to ensure that budget holders/ decision makers are able  to  make  informed  decisions  and manage  risks  in  a  measured  and considered way.

Benchmarking  data  is  explored  at  a service  level  where  appropriate  and available  with  comparable  providers. Comparisons with private sector may be useful in certain circumstances but due to  commercial  confidentiality  and sensitivities can be difficult to secure/ capture in a useful format and for the same reasons unlikely to secure to public consumption.

 

 

 

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Where  detailed  information  is  or becomes  available  Government  will share with Scrutiny as appropriate.

The Government plan is not the place for the provision of detailed spending plans at  a  business  or  service  level,  the inclusion  of  such  information  would render the document rather unwieldy in respect of its core purpose.

Within  the  suite  of  products  that comprise the Government Programme, Delivery  Plans  set  out  services  and activity  in  most  detail,  not  the Government Plan. The Government Plan is also supported by detailed budgets at service level which are delegated within Depts by Accountable Officers to their respective  delegated  budget  holders. These budgets are set in readiness for the next financial year.

 

17

The Council of Ministers must  include  within future Government Plans recognition of the trade- offs  involved,  either explicitly  or  implicitly made  through  the political decision process when prioritising funding allocations  to  new revenue  expenditure growth investments.

 

Reject

The  Government  Plan  is  not  the appropriate  place  to  set  out  all considerations of policy development of the Government.

The Plan should be an articulation of the final plan proposed by Council, not a narrative on the decision-making process and policy choices.

Inclusion of all trade-offs considered in the development of the Government Plan would make the document longer, and less understandable

 

18

In  line  with  the recommendations  of  the Fiscal  Policy  Panel,  the Government Plan should only  include  Value  for Money  savings  where there is clear evidence of

 

Accept (already

Government  accepts  the  view  of  the Fiscal Policy Panel that it is not sensible, as far as possible, to include unallocated or  undetermined  savings  targets.  This has happened in previous plans and in such cases realisation of savings is less likely to occur on a sustainable basis.

 

 

 

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how  they  will  be achieved.

 

in place)

Therefore, this plan has taken a much- more  careful  and  realistic  approach, spreading  previous  targets  to  be delivered by 2024 across the plan.

£10 million spend on a £1 billion budget seems  reasonable  and  sensible.  For 2023,  £7m  of  the  £10m  target  has already  been  identified  leaving departments  to  identify  the  remaining £3m, this being a much-reduced figure from that in the 2022 Government Plan. Depts will be developing detailed plans during  the  course  of  2023  for  future years.

 

19

The Council of Ministers should  undertake reporting on the impact to public  services  resultant of  value  for  money savings  made,  with  the reports  being  published with  each  Government Plan.

 

Partially accept

Government  already  reports  on  the delivery of rebalancing savings as part of the  Annual  Report  and  Accounts, including the impact of changes. As the VFM  programme  is  established, consideration  will  be  given  to  impact reporting and how this can be shared with  Scrutiny  panels,  although  this  is unlikely to be within the Government Plan.

 

20

The Council of Ministers must  ensure  the monitoring  process  for the  Value  for  Money Programme is included in future Government Plans to  provide  further transparency  and accountability.

 

Reject

The Government Plan is not the place for this detail. Details will be shared as part of the corporate reporting framework.

 

21

The Council of Ministers must ensure that business cases  for  New  Revenue Growth Programme bids are provided to Scrutiny Panels  prior  to  lodging each Government Plan.

 

Partially Accept

The Council of Ministers has previously provided  business  cases,  and  will moving  forwards  provide  Business Cases  for  growth  bids  in  the  lodged government plan to scrutiny as soon as is practical.

Business Cases are produced to support the decision-making process, but also set out the benefits that will be delivered, as

 

 

 

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well as the management and commercial cases.

As such it is necessary to update the Business  Cases  to  reflect  the  final position,  to  ensure  that  what  will  be delivered, how the implementation will be managed and measured is clear.

The  process,  including  Quality Assurance means it may not be possible to provide all Business Cases at the same time as lodging the Government Plan.

 

22

The Chief Minister must provide  further  clarity with regard to how ITS Release 4 will be funded and the roll-out schedule for  Release  3.  Clarity should  be  provided  by Quarter One 2023.

 

Accept

ITS Release 3 (Connect Assets, Connect Estates and Connect Health & Safety) is due to complete the Build phase of the Project  before  Christmas  22  and  will then  move  into  Systems  Integration Testing. It is on track against baseline to commence  iterative  delivery  from  the end of April 2023 and will conclude by October 2023.

Release  4  (additional  commercial functionality that drives the benefits in the  Commercial  Transformation Programme) will contracted before the end  of  Jan  2023  and  is  within  the approved programme budget (part of the approved Business Case). The intent is that  this  will  be  delivered  early  in Quarter 4 2023 allowing for a controlled closure of the Programme by the end of 2023 as committed.

 

23

Should  the  Community Fund be established as a States Fund, the Council of Ministers must ensure that the requirements of Article 6 (2) and Article 9

(4)  (b)  of  the  Public Finances  (Jersey)  Law 2019 are observed.

 

Accept

If  the  decision  were  to  be  taken  to establish  the  Community  Fund  as  a States Fund, then all requirements of the PFL would be observed

 

 

 

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24

The Council of Ministers must  strengthen  its commitment to prioritise the  transfer  of  future surpluses  to  the Stabilisation  Fund  and Strategic  Reserve  to rebuild  the  Funds  to appropriate  levels  and should observe the advice of the Fiscal Policy Panel to transfer a minimum of £14  million  into  the Stabilisation  Fund  in accordance  with  the Panel's new projections, as  outlined  within  its Annual  Report  2022.  A long-term  plan  must  be developed to increase the size  of  the  Strategic Reserve  and  must  be addressed within the next Government Plan.

 

Accept

The Council of Ministers is committed to long-term  financial  sustainability, including consideration of the balances in  the  Strategic  Reserve  and  the Stabilisation Fund.

This  will  be  considered  in  the  next Government Plan

GP24-27

CONCLUSION

The Chief Minister and Treasury Minister are pleased to accept many of the Panel's recommendations which will assist with the development of future iterations of the Government Plan.