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Chamber and committees

Finance Committee, 20 Jun 2006

Meeting date: Tuesday, June 20, 2006


Contents


Adult Support and Protection (Scotland) (Bill): Financial Memorandum

The Convener:

The next item on our agenda is the financial memorandum to the Adult Support and Protection (Scotland) Bill. As members will recall, we agreed that the bill should be subject to level 3 scrutiny, which involves inviting written evidence from bodies on which costs will fall. Last week, we took evidence from the Convention of Scottish Local Authorities. This week, we will take evidence from Executive officials.

I welcome Jean MacLellan, who is the bill team leader, and Diane Strachan who is also from the bill unit. I understand that Jean MacLellan will make a short opening statement. We will then proceed to questions.

Jean MacLellan (Scottish Executive Health Department):

I do not know whether levity is allowed, but Diane Strachan and I feel that we are in need of some adult protection today as I am recovering from an eye condition and Diane recently broke her elbow. We are the walking wounded. However, we are here to provide a briefing and to answer any queries that members might have on part 1 of the bill.

As members will know, the bill has been introduced to respond to a number of pressures, including an initial report in the 1990s from the Scottish Law Commission, a series of Mental Welfare Commission reports on deficiency in care, the Borders inquiry and demands for action from an umbrella body called the Vulnerable Adults Alliance Scotland. In addition, Age Concern has called for elder abuse to be addressed—world elder abuse day took place last week—and there have been a number of public media campaigns on the need to enshrine in legislation measures that will symbolise and embody Scotland's commitment to protecting adults who are at risk of abuse.

The bill is essentially about inquiring and investigating, but we have had to grapple with a number of imponderables in order to quantify the costs of introduction. For example, prevalence rates are thought to be somewhere between about 4 per cent and 7 per cent, but abuse is often hidden because of fear and shame. The policy will lead to greater awareness and reporting of abuse, but the extent of the changes that will be brought about by the policy cannot easily be quantified.

We have used available evidence wherever possible to make calculations that are as realistic as possible. For example, against the almost £14 million that has been costed for the bill, we need to offset the fact that we will not be starting from scratch. As the people who are more at risk of abuse are likely to be frail, aging, physically impaired or have a learning disability, they might be care leavers. Therefore, a proportion of the population will already be known to providers and will already be in receipt of services because of the complexity of their needs. Another important consideration is that many local authorities are already introducing structures, policies, procedures and training in anticipation of the bill. Therefore, some of the costs are already being absorbed.

After consulting on the main thrust of the policy and on the regulatory impact assessment, we took into account the views that had been expressed by making a number of alterations, of which I will highlight three. The main new structure that the bill will introduce is the adult protection committee, which is envisaged as an overarching strategic body. The main cost for that body is £3,000 per annum for an independent chair: we took that figure from the structure in the Borders. We have calculated one adult protection committee per authority, so the total figure will be £96,000. However, we anticipate that some authorities will work together, which should reduce the cost slightly.

Beneath that strategic body will be adult protection units, which will be a bridge between the strategic entity and the practitioners who conduct investigations. Again, those units are based on the Borders model. The adult protection unit will need a small staff group to inform and train practitioners and to provide some administration support, such as minuting for case conferencing. Initially, we took the Borders figure of £150,000 for its adult protection unit and multiplied that by the 32 local authorities. However, post consultation, we concluded that that method was flawed because the Borders makes up only one fiftieth of the Scottish population. On that basis, the cost for that element has risen to £7.5 million. Staff costs were also based on Borders formulas, which I am happy to discuss in detail, if the committee wishes.

We have also calculated costings for police investigations. Contributions from the local authority and the police will be critical; other groups will contribute to multidisciplinary working, but not to the same extent.

Training will be crucial to the policy's success. Five days of mandatory adult protection training is already being built into social work courses. From a separate pot, we are also funding two extensive pieces of research—one to create an audit tool to tell authorities how their policy is operating and to identify gaps, and the other to provide a risk assessment tool that practitioners can be trained in. Beyond the unit input, we are also proposing regional training posts. We suggested four such posts in our consultation and, on the basis of responses, that has been increased to five. The idea of the regional training posts is to disseminate good practice and to create consistency in adult protection work.

In summary, I say that as far as they can be, the costings are evidence based. They have been consulted on and most respondents have approved. The total cost to the public purse will be approximately £14 million. That is thought to be sufficient to set up the necessary systems and to create the appropriate change in our culture.

The committee has decided that the lead on this bill will be taken by Derek Brownlee and John Swinney. I invite one of them to start us off.

Derek Brownlee (South of Scotland) (Con):

I appreciate what Jean MacLellan says about the work that has been done on costs and about the feedback to consultation. However, when Convention of Scottish Local Authorities witnesses were here last week, they did not speak about £13 million or £14 million but about an amount that would be perhaps double that. When I suggested that the national figure, if it was worked out proportionally from the Borders figure, would be even higher, the witnesses did not demur. If we assume that COSLA has done detailed work as well, the range of estimates—between the Executive's and COSLA's—is broad. Why is that? Why should the committee regard £14 million as a better figure than £26 million or higher?

Jean MacLellan:

I will highlight a couple of points. We would all acknowledge that the Borders inquiry showed that some poor practice had to be rectified. COSLA said that an additional £1 million had been spent in the Borders. We argue that the local authority had to spend that money to take its services to the level that existed in other local authorities.

Much of the difference between our calculation and COSLA's relates to costs for care managers. Our figures are based on research relating to care management, which suggested that 23 complex cases would be manageable by each practitioner. I understand that COSLA's view is that a more realistic figure would be 15 cases—six complex and nine less complex. Responses to our consultation did not suggest that our estimate was an issue. Our figure of 23 was never questioned and, in fact, some local authorities said that our figure may be generous because of the existing infrastructure. Aberdeenshire Council thinks that our costings are well researched, well evidenced and in keeping with what it considers to be appropriate.

COSLA appears to have assumed that inquiries by into whether people were being abused could sometimes lead to long-term investment from practitioners. That will not always be the case. A lot of abuse happens in families, which can be because of the stresses of caring—for example, if one partner in an older couple has dementia, the relationship will be altered. Sometimes, the answer is as simple as acknowledging the stresses, undertaking a community care assessment and putting in place services.

Derek Brownlee:

I presume that there is potential for the bill to be demand led. COSLA's figure last week was that one in eight of the elderly population is vulnerable to abuse—I forget the precise phrase that was used, but that was the gist of the argument. A very large pool of people could be affected by the bill.

To what extent will the framework that is being put in place by the bill give local workers discretion to prioritise cases? It seems that social workers could have a case load of 15 or a case load of 23, which must be driven partly by resources and partly by prioritisation. How prescriptive is the bill? Does it push you down one specific line, or does it leave it to the discretion of individual practitioners to manage their case loads within their budgets?

Jean MacLellan:

The first thing that I should say is that the figure of one in eight elderly people being vulnerable to abuse is a prevalence rate, not an incidence rate—no one can say exactly what the incidence is. The bill will not be implemented until 2008 and there are specific pieces of research that will help with finessing the calculations. Important research is being undertaken in the Department of Health to try to track incidence—we are working with one of the researchers to ensure that our bill is, ultimately, based on what is learned from that research.

As for prioritising, I would come at that from a slightly different angle. A principle of the bill is that intervention should occur only for the benefit of the individual. Some interventions will be simple, some will be complex, some will be short term and some will be long term. No one can quantify that at this stage.

Diane Strachan (Scottish Executive Health Department):

Our incidence figures are based on the Borders figures, because we feel that they are more evidence based than the one-in-eight figure that Jean MacLellan mentioned. We know, for example, that people in the Borders have a greater awareness of the issue and that there is therefore a greater number of referrals there, so we anticipate that that will be the case in other local authority areas once the bill is enacted and awareness of adult protection increases across Scotland. We thought that that was a reasonable place to start, and we have estimated the figure at one referral per 1,000 of the population.

Whether we go with your figures or the COSLA figures, additional costs will clearly be associated with the bill. Is it intended that those costs will simply be met from budgets of local authorities, health boards and police forces?

Jean MacLellan:

Which costs do you have in mind, beyond care management costs?

When you talk about a total cost of £14 million for the legislation, do you mean in addition to existing resources or that it would be met within those resources?

Diane Strachan:

There is an upcoming spending review. The Health Department will be bidding for the £14 million as part of the spending review, so we hope to secure that funding.

Derek Brownlee:

So the funding might come from additional resources, but that is not yet clear.

Is it broadly true to say that what is happening in the Borders at the moment is pretty much what you hope will happen across Scotland as a result of the bill, or is that too simplistic a view?

Jean MacLellan:

People are at different points on the learning curve. There are some areas of Scotland that have had their own procedures in place from about 2000. One example is the Lothian and Borders training consortium, which is pretty well advanced. Provision in the Borders is satisfactory, but other areas have yet to reach the point that it has reached. However, most local authorities at least have embryonic adult protection committee structures—although they may not call them that—with information, awareness raising and training at different levels and for different categories of staff.

What may vary at the moment is who exactly takes the lead in investigation. The bill advocates that the local authority should take the lead in deciding who should conduct an investigation. At the moment, an allegation of abuse may be routed to any one of the disciplines or to a national body, which sometimes does not translate into an efficient response. We are making a clear pathway for how inquiries and investigations are to be conducted, and that should lead to greater consistency across the piece. That will be incremental and it will take time.

Derek Brownlee:

One of the concerns is that if the spending review bid was not successful and no additional funding was forthcoming, that would result in pressure to reallocate resources within all the respective organisations. Let us suppose that there was no new money. What impact would that have on other services?

Jean MacLellan:

My understanding is that the current figure for community care work is £1.1 billion and that factored into that is a proportion for unmet need, which I understand is in the region of £100 million.

So, the cost could be managed from within the existing resource.

Jean MacLellan:

In our view, that is possible, but, as Diane Strachan has made clear, our intention is that there should be a spending review bid, and our senior management is committed to that.

Has the upheaval in the Borders been covered by existing resource?

Jean MacLellan:

Yes.

So, one set of authorities has demonstrated that costs could be covered within existing resources if necessary.

Jean MacLellan:

Yes.

Derek Brownlee:

You said that most of the disparity in costs was to do with case load. That does not explain everything. There are a number of areas in which COSLA seems to be looking at higher costs than those that were indicated in the financial memorandum. In those other areas, is COSLA out on a limb? Perhaps that is not the most delicate way of putting it. Is COSLA simply out of line with most other consultees and organisations?

Diane Strachan:

COSLA responded to our consultation on our regulatory impact assessment. Its main issue was to do with multiplying adult protection units by 32—that is, one for each local authority—because that did not take into account geographic distribution and the fact that although Scottish Borders Council might have three members of staff, Glasgow City Council might require two adult protection officers, given that it is a much larger authority. We took that on board, which is why we changed the calculation so that we multiplied the Borders figure by 50. At that time, COSLA did not give any indication of significant extra costs. Twelve local authorities responded to us, and COSLA and three authorities raised the adult protection unit figure. However, none of them was concerned about significant additional costs.

Multiplying the figure by 50, rather than 32, took you to £7.5 million, did it not?

Diane Strachan:

Yes, from an original cost of £4.8 million.

COSLA seems to have identified an extra £2 million on top of that, without which it reckons that the officers could not have a dual function.

Diane Strachan:

That was not in our original costings, which we changed as a result of COSLA's feedback on the regulatory impact assessment. We take on board the fact that there might be variations. For example, Glasgow might need more officers, as might the Highlands and Islands, given the dispersed population.

Jean MacLellan said that we are planning to fund regional development worker posts to assist with training, which I know is another area in which there is a disparity; COSLA thinks that we should have 15 such posts, and we are costing five. We specified four in our consultation document, which we have increased to five on the basis that the rural areas might need a greater resource. The post exists in the Lothian and Borders training consortium area, which covers five local authorities. If we followed the COSLA model, there would be one regional development worker post per two local authorities, which we think is excessive.

The Convener:

I want to move away from this area of detail to fundamental questions. As I understand the genesis of the bill, it comes out of the particular case in the Borders—such a reason is almost always a bad reason for legislating, but that is the way in which it has been presented to us. Will you say a bit more about why we need the structure that the legislation puts in place, bearing in mind some of the comments that we have had from COSLA and others about what is required?

Jean MacLellan:

The Borders case is only one factor. The genesis of the bill goes back to the late 1990s, when the Scottish Law Commission published its report on vulnerable adults. There have been changes since then through the Adults with Incapacity (Scotland) Act 2000 and the Mental Health (Care and Treatment) (Scotland) Act 2003, but there is still a gap. For example, someone who has dementia that has not yet been diagnosed might deteriorate and reach the point at which they become an adult with incapacity. There are people with mental health conditions who have been treated but are still vulnerable. There are people who leave care and lead chaotic lifestyles and who might be at risk. At present, there is no statute that allows inquiries in such circumstances when allegations of abuse are made, and there is no common-law power. That is why the bill is necessary.

The genesis of the bill was the fact that the Scottish Law Commission, the inquiry into the Borders case and several deficiency in care reports by the Mental Welfare Commission all said that there is a gap in the law. The bill is intended to complete a suite of legislation so that the entire adult population is covered.

Can you precisely quantify the group of people to whom the bill will apply, in terms that do not become elastic?

Jean MacLellan:

No.

Why not?

Jean MacLellan:

Because we do not know what the demand will be, given the hidden nature of the problem. When we make it clear that there is the possibility of investigating people's circumstances, that will create additional demand. We cannot quantify what that additional demand will be.

We have built up a number of case illustrations that demonstrate the need for the bill. Every local authority recognises that there is a need. The larger local authorities say that, in an average year, there are 10 to 12 cases that they are unable to deal with because there is no legislative base for intervention.

The Convener:

That is where I have a problem. You said that the reason for the legislation is that local authorities have identified a number of cases for which there is a lack of legislation. It should be relatively straightforward to quantify that. Presumably, the local authorities already know the people who are involved in those cases and has identified them as people to whom the current legislation does not apply. However, you say that we do not know how widely the legislation will be used. There is an unknown number of other people to whom it will apply.

Jean MacLellan:

That is right. As you say, there are two elements. There is a known population but there is also an unknown population: people who, due to the new legislation, might disclose situations and who will need the measures that the bill proposes. At present, some people do not come forward. Those who are subject to elder abuse do not disclose.

That means that you cannot quantify the—

Jean MacLellan:

That is what I said at the outset. There are imponderables with which we have to grapple.

The structure that the legislation proposes is quite expensive. The adult protection units will cost £10 million.

Jean MacLellan:

Yes.

You have produced a precise quantification of the amount of money that is needed, but you say that you cannot quantify the number of people to whom the bill will apply.

Jean MacLellan:

Yes. However, we are saying that we think that the proposed structure is sufficient to meet the known demand. We are talking about the set-up cost. Under the bill, there will be an annual report to the Parliament and the numbers of people will be quantified in that report when they become clear.

The Convener:

The spectre that is always before us is free personal care. There were plenty of warnings about that. I do not think that the Parliament should adopt procedures that cannot be precisely quantified. You have given us precise figures for what you say is the known population—

Jean MacLellan:

As far as we are able to, yes.

However, you are unable to give us the figures for the unknown population, which could be the same number of people, or it could be twice as many people. You cannot give us any quantification of that.

Jean MacLellan:

The bill is essentially about inquiry and investigation. It does not necessarily equate with an escalation of care costs. Part of what we are trying to do is stop abuse; investigation will stop a proportion of abuse. That does not necessarily translate into expensive care packages.

So the quantification that you gave us is purely for the investigation and identification of people in this category.

Jean MacLellan:

Yes. The staff involved will undertake those tasks.

And any future monitoring or care required for those people would be an additional cost.

Jean MacLellan:

Not necessarily for the known population, although that might be the case for the unknown population, and we cannot know what that cost will be. Research evidence about adult protection from other countries tells us that their policies and procedures are at a more advanced stage, but there is only a small amount of research that defines what works in adult protection.

The main piece of research cited is from the States. It says that the most helpful interventions are counselling and advocacy—talking to the people involved and resolving the difficulties that took them to the point at which abuse took place. That abuse might not have been physical; it might have been emotional and psychological, and in some instances, it will have been neglect and self-neglect.

Much of the bill is about mental health and well-being. Care managers will be able to address those counselling and advocacy needs. That is part of what the quota of 23 complex cases is about—it allows changes to be made through advocacy and counselling to help people in their lives.

The Convener:

When we spoke to Val de Souza last week—she represented COSLA but was from West Lothian community health and care partnership—she emphasised the importance of training and said that it was the top priority and more important than the structures to which the costs identified in the bill relate.

Jean MacLellan:

Val de Souza is a training manager in West Lothian and that is her particular expertise. As I said in my opening comments, a lot of training that is already happening is being absorbed in local authorities—for example, in the Lothian and Borders area, where Val de Souza works.

Most areas of Scotland have training in place. In Lothian and Borders, training is for all staff and consists of three levels. Aberdeenshire mirrors that three-level structure. We are working on getting five days of mandatory training into all social work courses. We know that some universities are interested in developing their own post-qualification award, as already happens for child protection.

Therefore, there are levels of training, and some training is already being addressed, ranging from raising awareness, because not everyone needs to have the skills to inquire and investigate, right through to the heavy investigative end. We have a fair handle on training costs and think that although it is being absorbed in many places, what we propose will make the difference.

The Convener:

Practitioners tell us that training is the key issue. Given the considerable cost associated with training in caring for the known population and your suggestion that the plight of further individuals might come to people's attention through the operation of the legislation, how would you justify the cost of the adult protection committees? They would be expensive committees to set up. One could argue that all formal hearings at committees in local authorities are expensive when one counts up the cost of the time of the people around the table. In each of the cases covered by the bill, do you require to stipulate within legislation a formal committee hearing?

Jean MacLellan:

We think that we do. We know from a number of cases that strategic planning has not taken place across the disciplines in an ideal way to serve those who are being abused. The only additional cost would be that of the independent chair. We are simply asking those who have a strategic overview in their remit to come together possibly six times a year to review how well they operate together.

The Convener:

Does that require to be put in legislation? You identify good practice that might operate under guidance and could be applied flexibly in each individual case, but your legislative proposals require that scale of hearing for every case that is identified. Is that a reasonable use of resources compared with other priorities, such as training?

Jean MacLellan:

We think that it is a legitimate cost, given the number of cases in which such a strategic overview has not been taken, such as the Borders case, a number of deficiency in care reports or some of the issues that the Scottish Law Commission highlighted nearly a decade ago. We need the structure to ensure good practice.

Diane Strachan:

Child protection committees exist at the moment, but they are not statutory, so our third consultation on the bill specifically asked whether adult protection committees should be made statutory. Seventy per cent of the respondents said that that should be the case to provide consistency in adult protection throughout Scotland.

That all adds up to quite an indictment of the way in which such services have been planned over the years. Is that a central part of the bill?

Jean MacLellan:

Yes. We are trying to improve practice.

Mr Swinney:

I will move on to a couple of other costs that have been highlighted to the committee as being underestimated. The Association of Chief Police Officers in Scotland says that the estimate of the cost of police officers' input into implementing the bill would be not £644,000, as set out in the financial memorandum, but £1.16 million. What are your thoughts on that difference?

Jean MacLellan:

Dumfries and Galloway constabulary did the original calculations for us. When ACPOS's figures came in, they nudged the cost up. For example, we had costed for additional police officers at £30,000 per officer and ACPOS's figure was, I think, £40,000. That is the difference.

Diane Strachan:

ACPOS responded to our consultation on the partial regulatory impact assessment but did not raise the additional costs with us at that point. If it had done so, we could have considered them, but it has subsequently sent additional costs to the committee.

Have you reflected on those?

Diane Strachan:

As Jean MacLellan said, we based our calculations on Dumfries and Galloway constabulary's costings of £30,000 per annum for particular grades of officers, which ACPOS has calculated as £40,000. We will consider that point with ACPOS.

Jean MacLellan:

We used those costings because Dumfries and Galloway is a rural area and is working towards putting an adult protection committee structure in place.

Mr Swinney:

Another major cost issue on which we have not touched so far is general practitioners' input into the process. Last week, a representative of COSLA, speaking for wider public authorities, suggested that it was important to have GP input, which would involve locum costs. Is that in any way factored into the costings that you have put together so far?

Jean MacLellan:

So far, we have factored in the key individuals who are involved in inquiry and investigation. GPs are included, but the role that they undertake varies. For example, at the hard end, they would make an assessment, a medical examination and a detailed report, whereas, at the other end of the scale, they may not be involved at all and, somewhere in between, it might be necessary to get an extract from a GP's case notes, so there is a range of possibilities for GP involvement.

We have already taken into consideration the general medical services contract and the quality outcome frameworks that are associated with that, but we are currently exploring whether we need to factor anything else into those equations. However, they already deal with, for example, the detailed assessments that GPs need to carry out for admissions under the Mental Health (Care and Treatment) (Scotland) Act 2003. We are currently exploring those issues in depth.

It is possible that that input may have been underestimated but, from what has been said, it sounds likely that that will be a demand-led cost rather than an across-the-board per capita cost.

Jean MacLellan:

That is right. In many instances, the GP might have no role other than to say, "I know this individual and this is what I have done for them to date." In the scenario that I described earlier, in which someone's partner has dementia, the GP may not need to be involved in an examination if that could be unsettling for the couple. The GP's involvement might have no obvious benefit if the person's condition is already known but the abuse was not known.

Mr Swinney:

My final question is on the issue of additional care managers, which seems to be where the biggest gap arises. It was mentioned that the case load figure of 23 cases per capita was based on particular research. For the record, what was that research and how was it carried out?

Diane Strachan:

The Executive published the research in 2002 in the "Review of Care Management in Scotland". The research was carried out by Kirsten Stalker. I do not have any more details, but I could find the report for the committee.

We can find the report from that reference. For information, were COSLA and local authorities involved in that research exercise?

Jean MacLellan:

I understand that to be the case.

Diane Strachan:

I think that five local authorities were used as case studies in the research.

The Convener:

We have no further questions, so I thank both Jean MacLellan and Diane Strachan for coming along to answer our questions today. We actually have a wee bit of time for our consideration of the bill, as it will not be considered by the lead committee until September, but we will publish our report in good time so that the lead committee can use it in its evidence taking.