Skip to main content

Language: English / Gàidhlig

Loading…
Chamber and committees

Finance Committee, 23 Apr 2002

Meeting date: Tuesday, April 23, 2002


Contents


Budget Process 2003-04

The Convener:

I welcome our witnesses from the Scottish Executive: Ian Walford, director of corporate development; Dr Ingrid Clayden, director of personnel and pay; Paul Gray, director of information technology; Graham Owenson, head of division finance administration and pay policy; Paul Rhodes, head of accommodation division; and Joanna Young, head of expenditure policy.

Perhaps one of you can give us an overview of your part in the budget process.

Graham Owenson (Scottish Executive Finance and Central Services Department):

The witnesses round the table are responsible for the lion's share of the budget. Following our last meeting in October, when we considered the draft budget document, we have made several changes to the layout of the chapter on the administrative budget. We have looked at the disaggregation of the budget and tried to make it more informative. In general, it follows the layout of the information that we use in the accounts. There is now a clear link between the budget and the accounts that was not there before.

The other piece of work that we have done since we last spoke to the committee is a fairly major overhaul of the objectives and targets. Without wishing to say "Never mind the quality, feel the width", I would point out that that information now runs to some four pages. That follows up some of the discussion that we had at our last meeting.

Joanna Young (Scottish Executive Finance and Central Services Department):

Do you want us to describe what we do and how it relates to the budget?

I was looking for an overview of your role and scope of activity in the budget process. It would be interesting to get a view on the management issues attached to expenditure policy.

Joanna Young:

A part of the chapter relates to the administration budget, which is the cost of supporting the Executive. It reflects the costs of civil servants, accommodation and information technology. By its nature a number of different people's budgets are reflected within the overall administration budget. Graham Owenson and I have the overview of the budget and we report to the management group, which is the overall overseer of the budget. The management group is chaired by the permanent secretary, so it has a management dimension, which takes it slightly away from the direct ministerial involvement that there is for the other chapters. There is not much more to say. We are here to respond to any questions that the committee has about the size of the budget, what it does and what it delivers.

Do any members have specific questions?

Mr Davidson:

What sort of time scale difficulties do you have? Can you explain why it seems to take such a long time to get level 3 figures out? We just want to get access to them. What difficulties do you face, as the people who are grinding away to produce the goods?

Graham Owenson:

Are you asking about the difficulty in getting level 3 figures out for this budget document?

At any time, within the work that you do.

Graham Owenson:

It takes time to get final figures for outturn in the past year. We are still putting that together. It will be some time before we can report exact figures, although we have an idea of the outturn statements. There are constraints on that through the accounting system. It is a matter of getting the IT right to ensure that we can carve the cake up in a reasonable way and give a more informative view of our budget. There are no real constraints. The IT is now in place, so we can get this sort of information out of our budgeting systems fairly easily.

As the IT is now in place, what difficulties would you have in producing in-year reports, perhaps every six months, on how the roll-out of different programmes is running?

Graham Owenson:

We would not have difficulties in doing that. We can and do monitor at that level.

Joanna Young:

Separate discussions are going on about how much information will come back to the committee at regular intervals. We should not necessarily invent a different system for this part of the budget.

I will ask about the project management of the introduction of the IT system. I know that you are now in a new phase of examining IT systems. How is that going? Is the system now completely on course for successful operation?

Graham Owenson:

Are you talking about the accounting system?

The Oracle Financials system.

Graham Owenson:

Yes. The Scottish Executive accounting system—SEAS—has had some early teething problems. Those are settling down as we get into the new financial year. Processes are in place to ensure that all payments are going out the door and everything is being accounted for centrally. There were some early teething problems, but all payments are now being made on time.

Are you saying that the problems have all been rectified and resolved?

Graham Owenson:

The resources are now there to rectify them. The past problems that we had with the system have been identified and are being addressed.

I have a question about project management of those kinds of IT issues. What lessons have you learned about budget management and operational management from that process?

Paul Gray (Scottish Executive Corporate Services Department):

One thing that we do on all major projects is to carry out a project evaluation review to feed in the lessons that have been learned. One lesson that we have learned from recent major projects is that a more detailed assessment of risk and the contingencies that are needed to address the risks is a crucial component of any project. Work is going on throughout the Executive on risk assessment and putting appropriate contingencies in place, not only for IT projects but generally.

Another problem that we constantly come up against is that there is a tendency to underestimate the amount of resource that is required to engineer a business change. IT projects are not only about putting in a system, but about getting people to do things differently and more efficiently. Another lesson that we have learned is that helping people to understand the purpose of an IT system is a crucial component of successful delivery.

Those are a couple of key points that we have drawn out and will include in assessments that we make of bids for IT funding that come along in the future.

Will you produce a review or analysis of the project management system for IT change within the Scottish Executive? Is that a matter that the Finance Committee might be able to have a look at in due course?

Paul Gray:

We update our guidance to project managers regularly. That is endorsed by the Scottish Executive information systems steering group, which meets regularly. I see no difficulty in giving the Finance Committee sight of the latest version of the guidance, if it would find that helpful.

It would be interesting to see the guidance.

Alasdair Morgan (Galloway and Upper Nithsdale) (SNP):

I have a question about the figures that are in the draft budget for 2003-04 and beyond. Clearly, the figures are significantly out of date, in the light of the budget at Westminster last week. What mechanisms do you go through to produce the revision to the draft budget that will be necessary to reflect the decisions consequent on the chancellor's decisions?

Graham Owenson:

Budget consequentials will be considered in the course of the spending review 2002. The draft budget document is the start of that process. Serious considerations will take place internally in discussions involving ministers, departments and officials. That process will carry on over the summer and final decisions will be made sometime in the autumn, probably in September. The administration budget will be considered in the same way as any other departmental programme budget is considered, and the implications for health and education will be taken into account.

What is the differential in the work load that is involved in producing the budgets in a year when there are significant budgetary changes?

Graham Owenson:

It is large.

Are you saying that you will have problems in meeting what you think would be a reasonable time scale?

Joanna Young:

That issue cuts across the whole of the Executive. The spending review process that ministers have set out is a challenging and demanding one, but it is a mechanism for ensuring that future resources are aligned to priorities. The process is resource intensive for officials and ministers throughout the organisation and a lot of work will be going into it during the next few months. That is part of the business of government and of making those sorts of decisions. It is necessary to get information together, to submit proposals, to justify proposals and then to have a process of negotiation and debate before the final decisions are made. The figures for 2003-04 across the piece will inevitably be subject to some change when the spending review announcements are made, which will be by 20 September to fit in with the rest of the budgetary cycle.

Mr Davidson:

Could you update us on e-procurement? I gather that a serious amount of money has gone out from the budget and you are looking to purchase an e-procurement system. How is that going? Is it on track and is it delivering the savings that you anticipated when the programme started, or will it do so if it is not running yet?

Paul Gray:

The e-procurement project is on track. We have been successful in encouraging a number of organisations outside the Scottish Executive to join in the programme. The savings will take some time to deliver, because they will accrue from improved efficiency in procurement in organisations, and, later, from the opportunity to aggregate procurements across parts of the public sector. Internal efficiencies should accrue before the benefits of aggregated procurement are felt.

A programme of work to encourage more local authorities and health trusts to participate is well under way. An implementation programme is also in place, which shows progress over the next two years in getting those bodies on board. The first stage of bringing any organisation on board is to conduct an assessment of its current situation, which we call a scope and readiness assessment. The early adopters, of which the Scottish Executive is one, are at that stage. That involves considering the shape and size of the organisation's IT systems and business processes to ensure that they link effectively with the e-procurement system.

Who is ultimately accountable for the system's development? What incentives are being offered to likely participants?

Paul Gray:

On accountability, the e-procurement programme has a project board. I am a member of that board, which is chaired by the principal finance officer. Other members include people from outside the Scottish Executive and representatives of the supplier of the e-procurement system. The main incentives to joining are the internal efficiency and overall procurement savings that we regard as achievable by adopting the system. The assessment of the savings is based on experience elsewhere. We have not drawn it up in the abstract.

Mr Davidson:

I will provide some background to my question. I have the impression that the incentive for area tourist boards to join in with the e-commerce system that is being promoted in the latest public-private partnership, with Etourism Ltd, is that if the ATBs do not join, their funding will be reduced. Is such a threat likely to be made towards local authorities and health boards? Is any compulsion likely, given your investigations so far?

Paul Gray:

I can answer those questions in part. I will hand over to my finance colleagues for the other parts. I understand that a sum of money will be top-sliced to encourage health trusts to participate in the initiative. I do not have information about top-slicing money from local authorities.

Graham Owenson:

No decision has been taken on top-slicing local authority budgets to encourage local authorities to participate in the initiative. Several have expressed interest. As far as I know, discussions continue with the others.

That is helpful.

How does staff pay reform feed into the budget? Will you say something about the new pension arrangements?

Dr Ingrid Clayden (Scottish Executive Corporate Services Department):

I cannot yet talk about the new civil service pension arrangements that will be introduced.

Do the new pension arrangements carry any financial implications?

Graham Owenson:

I am unaware of any implications.

I presume that you can talk about pay reform.

Dr Clayden:

I am not sure what you want to know about the costs of pay reform.

The Convener:

What new structures are being adopted? The budget contains a breakdown table of the numbers of people who are involved in various sections of the civil service. The three-year pay deal to cover the period from August 2000 to July 2003 is in place and may have had implications for staff costs. Will you expand on those issues?

Dr Clayden:

We introduced a new pay system in August 2000. It was designed primarily to improve the performance of the Scottish Executive and, in doing so, to reward staff for their contribution. Key problems that we addressed included a minimum wage for our most junior staff in band A1 and bringing their salaries up to a reasonable level largely for Edinburgh, as most of our staff work in Edinburgh. We also dealt with recruitment and retention difficulties that we faced with other staff in the Edinburgh market.

A third element of our pay deal was to improve progression through the pay ranges. That related to possible equal pay issues that can be raised by long and slow pay progression and to an attempt to keep pace with the recruitment pressures that we face in the current market.

The Convener:

I was not a member of the committee when Dr Clayden told us last year that churn—staff moves and turnover—was high in the Executive, at about 30 per cent. Does the figure remain as high as that? Are you beginning to overcome the problems that are associated with that figure?

Dr Clayden:

Churn in the Executive remains high. In part, that is because we continue to recruit staff, which leads inevitably to some change. The rate has slowed since I gave evidence to the committee last year, but we continue to feel that we must take some action and we are about to embark on a programme of work to try to stabilise the organisation more.

Some churn is intentional. We want interchange, as we want people from outside to give us their knowledge and, in the same way, we want our own people to go out and experience working in other sectors, because that helps to share knowledge and understanding. We will always have that.

The churn that we want to deal with is caused by internal movements between jobs and progression within bands, which is happening too quickly to allow people to consolidate their knowledge and understanding of their work. We are preparing guidance on career management for staff, so individuals and their line managers will understand better how we view progress through the Executive. We are doing that to try to slow the rate at which people move and to get folk to work for a period in one area and consolidate their knowledge of that area before they move on. We are taking steps to dampen down such internal movement.

The target for sickness absence next year is six and a half days. How does that target compare with the rate in similar administrative organisations?

Dr Clayden:

In comparison with 24 other Government departments, we are the sixth lowest for sick leave.

Alasdair Morgan:

How about the private sector? I know that nothing exactly comparable exists in the private sector, but do you have a feel for the sickness absence rate in largely office-based organisations such as insurance companies, of which Edinburgh is full?

Dr Clayden:

I have no information on that.

Graham Owenson:

Neither have I.

In setting the Executive's targets, do you consider what non-civil service organisations are achieving?

Dr Clayden:

We have not done that so far. Perhaps we ought to obtain a comparator with the big insurance companies in Edinburgh, for example.

Alasdair Morgan:

The Executive is very keen on obtaining comparators from the private sector and approaching it for everything else, so I am surprised that it is not doing that for sickness absence figures. The estimated average absence for last year was 7.7 days and your target is 6.5 days. What steps are being taken to reach that target and have you any hope of reaching it? If you do reach it, what will have helped you to do so?

Dr Clayden:

Yes, we still hope to reach that target. Progress has been slower than we would have liked, partly because the absence management procedures that we have been developing are not yet in place. We intend to put them in place from 1 June. We believe that they will improve the reporting of sickness absence. They will introduce, as a fundamental activity, return-to-work interviews of people who have been on sick leave. That will obviously raise the profile of sickness absence and sickness absence management. We hope that we will gain a better understanding of what lies behind the problem.

We are also doing other things that we hope will push us towards our target. Work-related stress and domestic issues may affect sickness absence. We have therefore undertaken a staff survey on stress. We want to find its causes and consider how we might tackle them. We hope to have results next month.

We have introduced an employee assistance programme, supporting our current counselling service. It offers staff the opportunity to talk to trained counsellors about work and non-work issues that cause them concern. We have also surveyed staff about their preferences for alternative working patterns. We wonder whether leave for domestic reasons is related to child care or other matters that might be resolved by alternative working patterns, which we hope to pilot in the autumn.

Alasdair Morgan:

On the issues of absence and recruitment—where there seems to be a problem—is there any interaction when the Executive or the Parliament requires particular things to be done or particular information to be supplied? How do you try to get the message across that a particular requirement cannot sensibly be met with the number of staff that you have without staff leaving or sickness absence rising? What is happening because of the pressures that are being put on you? Do civil servants automatically say, "Yes, we'll go away and do what you ask," or is there resistance, with people saying, "No, we cannot sensibly do that"?

Dr Clayden:

My colleague Ian Walford will add to this in a moment, but we are considering various possibilities for working in different ways—working smarter rather than just working harder and doing more. We will put ourselves in an untenable position if we carry on trying to do everything that is asked of us, as we have been doing until now.

Ian Walford (Scottish Executive Corporate Services Department):

Since devolution—and even before that—we have been considering how to change and improve continuously. Obviously, devolution brought a large increase in the amount of work—with the Parliament and the increased number of ministers, parliamentary questions and items of correspondence. That happened alongside the civil service reform programme at Whitehall.

As the budget document says, our aim is to become more effective and efficient. We have a range of initiatives and programmes. We are trying to exploit the IT systems in the Executive to allow us to produce briefings for ministers more quickly and to allow us to track ministerial correspondence more effectively. We have a new performance management system that we hope will tie up the objectives of staff within the programme for government to ensure that things are delivered on time.

A huge range of activity is going on throughout the Executive to help us to become more effective and efficient. There may be a ceiling—a point at which we will not be able to improve further. However, all Executive staff are surveyed each year—we have just had the third such survey—and the results have been quite encouraging. Around three quarters of staff felt satisfied with their job and felt that it was challenging. The feeling of being valued is also increasing.

The Convener:

There is a constant debate about civil service reform. Does the Executive plan to draw together some of the lessons of the first years of devolution and to consider their implications for the civil service? Would it be useful to have such discussions in parliamentary committees? Such discussions would come within the Finance Committee's remit and they might be of interest to other committees as well. What has been the impact of devolution on the administration of the Scottish Executive? It would be interesting to hear views from inside the organisation. I leave that thought with you.

On page 265 of the budget document, you say, on the subject of accommodation, that a facilities management review has a target of making savings of £2.1 million. That is a substantial sum of money. Are you confident that the target is realistic? What progress are you making towards it?

Paul Rhodes (Scottish Executive Corporate Services Department):

We are confident that the target is realistic. We engaged consultants to help us to investigate the organisation of services and we involved the trade union side fully throughout the review process and in the agreement to introduce a business improvement programme. The trade union side and the consultants are also satisfied that the target is achievable.

We have set up a board to manage the project. We are using a project management approach called Prince2, which involves project initiation stages. We are going through those at present—for example, assessing risk and ensuring that all risk is highlighted at the start of the project.

I note that you will dispose of five buildings over a four or five-year period. How much of the £2.1 million will that account for?

Paul Rhodes:

None.

So those savings are still to come.

Paul Rhodes:

Those savings were all accounted for in the previous spending review. We planned to give up those buildings and incorporated those savings in our finances over that period.

Mr Davidson:

I note on the same page that staffing has gone up by 20 per cent over four years. Could you explain that difference? Were you previously under-staffed because not enough people were around when you planned to take on staff? Is there a particular reason for the increased work load in pressure areas that could account for the rise in recruitment?

Dr Clayden:

It is fair to say that there has been pressure right across the Executive. There have been hot spots during those four years, but there has been a general increase in activity—in legislative work, in parliamentary questions, in green folders, and in all the bread-and-butter work of the organisation. There has also been a general increase in new policy development. I would not like to point to one part of the Executive and say that it has been under more pressure than any other.

Mr Davidson:

Let me refine the question. As you inherited many of the Scottish Office's functions, you will have known the recruitment requirements—the number of bodies needed—to deal with the bread-and-butter issues. Can you highlight the areas in which the number of staff has increased since the Parliament came into being?

Ian Walford:

Since July 1999, 232 consultation papers have been published—that is a large increase on previous years. There is now 60 per cent more correspondence—ministerial correspondence and correspondence from the public—than there was pre-devolution. Six times as many parliamentary questions are now asked. There have been 22 Executive bills compared with one or two a year pre-devolution. That will give members an indication of the amount of extra work that devolution has generated for the Executive.

Joanna Young:

I will add a general comment. With parliamentary devolution came a wholesale change in the way in which Government in Scotland worked, including closer working with external partners, such as the voluntary sector, local authorities and health boards, and direct involvement with what happens on the ground. Ian Walford mentioned the increase in the number of consultations. There was more of a sea change in the way in which Government in Scotland worked than was anticipated.

The Convener:

That bears out the point that I made earlier. It would be useful to have a numerical breakdown of the way in which the work has changed and qualitative information of the kind that you have just given. That would allow us to form a sense of how the Executive has altered the administrative way of working in the context of devolution, as opposed to the difference in policy issues, which is better dealt with elsewhere.

Alasdair Morgan:

The target for energy usage has gone down from 211kWh a square metre to 209kWh a square metre. I have no idea whether that is good or bad, because I do not know how it compares with the figures for other organisations. Does either figure compare well with office energy usage elsewhere? It strikes me that a reduction from 211 to 209 is remarkably precise. I know that that is inevitable when numbers are involved, but how does the Executive hope to reduce energy usage by what is in effect 1 per cent?

Paul Rhodes:

Our bills tell us how much energy we have used and we know how many square metres of building we have.

So do I.

Paul Rhodes:

The actual figure has a lot of decimal points after it, which we have cut out. As part of our general environmental objectives, we have an energy improvement programme, the "Greening Government" policy statement and an environmental management system in Victoria Quay. Such procedures are intended to identify areas in which changes can be made that will assist in meeting targets. We work out what we think we can achieve and turn that into a target. The overall UK Government target for Government departments is a 1 per cent a year reduction in energy usage, but we chose a slightly tougher target for the first three years. We are considering how to proceed in the future.

A range of measures can be taken. In our building, there have been significant increases in insulation, radiators have been made more controllable and we have had a report from consultants on the settings of the system. We have made major strides in reducing energy usage—we have even made changes in some of the information technology kit, as some new kit has a lower demand for energy. We have brought together a range of measures to help to reduce energy consumption.

I want to return to the first part of my question. Edinburgh is full of office blocks. How do Government office blocks compare with the other ones?

Paul Rhodes:

The benchmarking with which we are involved is solely with UK Government departments. Previously, the data were reported to the Environmental Audit Committee at Westminster and were pooled with other Government department data. Our data fared pretty well there.

Brian Adam (North-East Scotland) (SNP):

I wonder whether it is possible to consider the revenue costs in isolation. If the target is a 1 per cent saving in revenue costs, but making that saving costs an enormous amount in capital expenditure, reaching the target still costs money. Nowadays, all sorts of white goods have an energy rating but, given the lifetime costs, one does not save much by choosing those that have lower running costs. Does the Executive analyse whether there will be lifetime savings from capital investment that provides significant reductions in revenue costs?

Paul Rhodes:

Yes, particularly when the consultants suggest that we spend money on the way in which a building works, for example on a new boiler. Such improvements are assessed against the likely savings over their lifetime. Not all IT changes are related solely to electricity usage, but energy savings can be part of the benefits of using a different type of system. The energy savings from the IT changes that I mentioned were not a principal reason for the changes. The payback period is a factor when we are considering energy-related investments.

That concludes the evidence session. I thank the witnesses for their evidence, which will fit into our consideration of the budget.