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SCOTTISH EXECUTIVE

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Financial Issues Advisory Group Report
 
 
7. OTHER ISSUES
 
Contingent Liabilities
 
7.1 A guarantee or indemnity given by a Minister of the Crown is a legally enforceable undertaking. And, a letter or general statement of comfort, while not necessarily giving rise to a legal obligation, may nevertheless impose a moral obligation on the Government.
 
7.2 At Westminster agreements have been reached between the Government and the PAC which has established conventions which ensure, as far as possible, that Parliament is not asked to authorise the provision of funds to meet liabilities of which it has not had reasonable notice and for which no justification has previously been provided.
 
7.3 Where a non-statutory liability could exceed £100,000, Parliament should be notified in accordance with the procedure agreed with the PAC. After obtaining Treasury approval, a Department which proposes to give a guarantee or indemnity must lay before the House of Commons a minute describing the amount and duration of the guarantee or indemnity and the body or bodies involved, and any other relevant information. Members of Parliament have the opportunity to raise questions and an undertaking cannot proceed until these have been answered.
 
7.4 FlAG has considered whether an equivalent procedure is required for Scotland in the recognition that the procedures described above relate to the procedures against the background of cash accounting systems. The Group recognise that resource accounting would mean, in future, that provision would have to be made in the accounts for liabilities likely to mature. Nevertheless, FIAG recommends there should be some constraint on the Executive's ability to enter into such liabilities, and the Scottish Parliament may wish to consider a limit above which prior approval must be sought It is also recommends that this limit should be set considerably higher than the Westminster precedent - £lm might be reasonable.
 
Resource consequences of policy legislation
 
7.5 In paragraph 3.12 FlAG recommends that, in order to be properly authorised, expenditure should have the backing of both policy and budget legislation, i.e. Parliament should have approved the powers to undertake the activity and a budget to cover its cost.
 
7.6 Frequently, however, the passing of policy legislation will create unavoidable commitments to incur additional expenditure in the future. This is especially likely where the legislation creates new rights for the public. (Some legislation may of course save money.) If the Parliament is to retain control of its overall priorities going forward, it is desirable that there should be as good information as possible about the probable resource consequences of policy legislation.
 
7.7 FIAG recommends that standing orders should require the Executive to provide, for all legislative proposals, as full a statement as possible on their resource implications, including timescales and margins of uncertainty. The information should also distinguishthe implications for local government and compliance costs. This statement should be developed and scrutinised as part of the pre-legislative process.
 
7.8 Amendments which opposition or backbench members may wish to propose to policy legislation, may have resource consequences in excess of the s intentions. It is for consideration whether such amendments should be in order. In Westminster, if a bill creates a charge on public funds, a Money Resolution will be required which needs the approval of the Financial Secretary to the Treasury on behalf of the Crown. This sets a limit to the expenditure that may be authorised under the bill. Amendments which would have financial requirements going beyond the Money Resolution are out of order and therefore cannot be voted on. This is consistent with the long-established Westminster convention that Parliament can refuse to allow the Executive to spend money but cannot make the Executive spend money it has not asked for.
 
7.9 CSG will need to consider whether it wishes to follow the Westminster approach in this respect or whether it would wish to give Parliament more scope to initiate. As a minimum, FIAG considers it essential that any opposition or backbench amendments to policy bills having significant additional resource consequences are subject to a special scrutiny procedure.
 
Temporary spending power for the Executive
 
7.10 There is a requirement to provide funding to meet sudden, unexpected needs. In most cases, this will require additional expenditure on areas where spending already takes place. For example, in the event of a natural disaster, it may be necessary to supplement grants to a local authority, For this reason, FIAG recommends that Parliament makes arrangements to set aside each year, a Reserve. This would consist of money that will be held back to deal with any crises that arise.
 
7.11 In addition to supplementing existing activities in the event of unexpected need, there are occasions when the Executive requires advances to tide it over in relation to urgent matters which have yet to receive Parliamentary approval. The Treasury operates a Contingencies Fund which enables repayable advances to be made to Departments for such services in anticipation of later approval by Parliament. Repayment must be made following the necessary Parliamentary authority - usually through Supplementary Estimates in the same or following year. Issues from the Contingencies Fund are subject to the limit set on the capital of the Fund by the Contingencies Fund Act 1974. Under the Act, the maximum capital of the Fund is fixed at 2% of the total authorised expenditure in the preceding financial year.
 
7.12 FlAG has considered whether the Scottish Parliament should be advised to establish a Contingencies Fund and if so, how this might be operated. FlAG is clear that:
  • the Parliament should make arrangements for a Contingencies Fund to cope with the need to spend money on areas where there is no authority for expenditure;
  • normally, the Finance Committee (or sub-committee/chair) should ratify Contingencies Fund expenditure in advance (except during the recess); and
  • the use of Contingencies Fund is to be disclosed, even if the Scottish Parliament is in recess and a report made to the Finance Committee as soon as possible.
 
7.13 There should be no doubt as to the distinction between the Reserve and the Contingencies Fund. The Reserve is an unallocated part of the total Budget available. It may be used as circumstances dictate. The Contingencies Fund is a more technical concept, being a means of spending money in advance of formal parliamentary approval. Use of the Contingencies Fund would still require budgetary "cover". This might come from the Reserve. But equally it might come from reallocations of existing Budget approvals.
 
The Scottish Parliamentary Corporate Body
 
7.14 The Scottish Parliamentary Corporate Body (SPCB) will oversee the administration of the Scottish Parliament. The concept of the SPCB is derived, in part, from the House of Commons Commission, which is established as a corporate body for the purposes of appointing the Parliamentary staff and the corporate officers of the House of Commons and House of Lords established by the Parliamentary Corporate Bodies Act 1992. The SPCB will carry out its functions under directions issued by the Parliament and will have powers to appoint staff, hold or acquire property, to enter into contracts on behalf of the Parliament and to provide any necessary services. In short, it will be responsible for all aspects of the 'housekeeping'.
 
7.15 Section 21 of the Scotland Act provides for the establishment, membership and functions of the (SPCB). The membership of the corporate body consists of the Presiding Officer, elected from among the MSPs, and 4 Members of the Parliament who will be appointed in accordance with standing orders. The SPCB's main function is to provide the Parliament with the property, staff and services required for the Parliament's purposes. Expenses of the Corporation will be payable out of the Scottish Consolidated Fund and receipts by the Corporation shall be paid into the Fund. Therefore, the SPCB will be covered by the provisions of section 70 of the Act, relating to financial control, accounts and audit. However, the SPCB will not be caught by section 70(1)(e) in relation to accountability, since this refers only to the Scottish Administration (which does not include the SPCB). FIAG believes that it is in the public interest that the Parliament designate an Accountable Officer in respect of SPCB expenditure and so recommends. It is appropriate that the senior officer of the SPCB (the Clerk) is appointed as the Accountable Officer, and have the associated responsibilities.
 
7.16 FIAG recommends that, in common with other Parliaments, there should be some special procedures for determining how much money the Parliament spends on its own administration and on public audit
 
7.17 The procedures need to recognise that, in contrast with the Executive's own programmes, the Executive should not be in the lead in proposing how much should be spent on parliamentary oversight and scrutiny of its own activities, or on public audit.
 
7.18 The procedures need also to discourage excessive spending by the Parliament on its own activities, by giving the Executive an opportunity and a responsibility, to make its views known on the Parliament's proposals and by requiring a separate vote on these items of the Budget if there is disagreement between the Parliament and the Executive on what an appropriate level of expenditure would be.
 
7.19 A possible way of handling this within the budget procedure might be:
 
Stage 1: The Executive's forward planning figures would include working assumptions about parliamentary and public audit expenditure. The Parliament would have the opportunity to comment as part of the discussion on priorities.
 
Stage 2: The Executive's preliminary draft budget would again include working assumptions. The Parliament would be able to make its own proposals.
 
Stage 3: In contrast with the procedure for expenditures by the Executive, the Executive would be obliged to incorporate the Parliament's own proposals for its own expenditure and for public audit within its detailed budget proposals. If however the Executive believes that these items of expenditure should be set at different levels, it will say so in a suitable memorandum and will indicate what it believes the different levels should be. The Parliament will then decide between its own earlier proposals and the levels preferred by the Executive in a separate vote before the main budget vote.
 
7.20 A procedure on these lines would respect the respective rights and responsibilities of the Parliament itself and the Executive within a framework of transparency. The Executive would not be in the position of determining the Parliament's expenditure on its own activities and on public audit. But the possibility of a specific vote, and the attendant publicity, should act in practice as a helpful restraining influence in the Parliament's own proposals.
 
Monitoring and control of administrative expenditure
 
7.21 Under Westminster arrangements, expenditure on administration is controlled through a running cost limit agreed with Treasury for the whole of the Scottish Block. Running costs are separately identified on the face of the relevant Votes, but control of running costs within Votes is an administrative function exercised by the Treasury. In broad terms, all expenditure on administration, whether related to programme activities or not, is classified as running costs and subject to strict limits at the Block level. Currently there is an overall administration budget for the core Departments of The Scottish Office (e.g. the Development Department). Running costs are allocated from this budget to each individual Department. Different arrangements are in place for Associated Departments (such as the General Register Office for Scotland) and Executive Agencies of The Scottish Office. (Executive Agencies are discrete business units which carry out specific functions on behalf of the Secretary of State. Each one is "parented" by one of the core Departments.) Associated Department and Executive Agency running costs are separately identified on the face of the relevant Votesand transfers of running costs between these Votes, or The Scottish Office Administration Vote, require budget amendments.
 
7.22 FlAG does not consider there is a need to continue with a system whereby a specific limit is placed on the overall level of expenditure on administration. The recommendations for Parliamentary scrutiny of the Executive's budget proposals made elsewhere in this report are equally applicable to administrative expenditure, and a further tier of control would be unnecessary. The recommended system will provide Parliament with more opportunity to scrutinise the Executive's planned spending on administration than under current arrangements. However, FlAG recognises the need for the Executive to have some flexibility to deal with changing pressures in-year, particularly between core Departments. For this reason, FlAG considers that provision for administrative expenditure for all core Departments should be contained within a single budget. This would allow the Executive discretion to determine how best to allocate this budget between Departments. Once agreed by Parliament, the budget could only be changed through formal budget amendment procedures or by the application of receipts in excess of the budget forecast. (FlAG recommends a different approach when dealing with the administrative expenditure of Associated Departments and Executive Agencies - see paragraph 7.25.)
 
7.23 However, FlAG considers that the Parliament should be able to scrutinise individual Department's budget proposals for, and actual spending on, administration. The proposed administration budget should therefore show the planned spending on administration for each Department, as far as it is practical to apportion these costs. Similarly, each Department's budget document should show its planned spending on administration. This disaggregation should be for illustrative purposes only, with control operating at the level of the overall administration budget. Reporting of expenditure should also be at the Departmental level.
 
7.24 In summary, FlAG recommends that:
  • a single administration budget should be established for all core Departments' expenditure on administration; and
  • for information purposes, administration expenditure should be disaggregated as far as possible to individual Departments, with planned and actual expenditure shown in their budgeting and reporting documents.
 
7.25 FlAG considers that different arrangements are required for Associated Departments and Executive Agencies. Under the present system, Associated Departments' administration costs are identified in their own budget and Executive Agencies' administration costs are identified within their "parent" Department's budget. Given that these bodies have executive responsibilities and operate under a framework which requires them to produce corporate plans and to report on and review their operations at a detailed level, FlAG does not consider it would make sense for these bodies' administration budgets to be aggregated with those of core Departments. Rather, FlAG considers it would be appropriate for these bodies each to have a single budget for all categories of expenditure.
 
7.26 However, in order that the Parliament is able to scrutinise their planned expenditure and past performance, the budget document should show planned expenditure on
administration separately from other categories of planned spending. Budget proposals should include unit cost information and other appropriate performance indicators relating to planned expenditure on administration. Reporting information should be provided on the same basis.
 
7.27 Consistent with proposals for Executive discretion contained elsewhere in this report, FlAG considers that Executive Agencies and Associated Departments should have the flexibility to switch resources in-year between different budget headings within their overall budget. Budget switching should be restricted consistent with the general recommendations in this report (up to 15% of the receiving subhead or £50 million, whichever is the lesser). FlAG also considers that the same principles on the use of receipts should apply to administration as with any other budget heading, namely that current receipts raised in excess of those forecast (ie because of increased activity) may be retained by the body and used to finance new spending on administration or on any other category of expenditure.
 
7.28 In summary, FlAG recommends that:
  • distinct business units such as Executive Agencies should have a discrete budget, with the Chief Officer of the body being accountable to Parliament for that budget;
  • Executive Agencies and Associated Departments should have the discretion to manage their budgets within the overall limit agreed by Parliament, subject to the general rules adopted for switching resources within a budget; and
  • these bodies should, in principle, be able to retain excess current receipts and use these to finance any new expenditure, including expenditure on administration.
 
7.29 FlAG recognises that within the overall arrangements recommended for expenditure on administration, the Executive may wish to impose additional internal rules and control systems. In particular, FlAG notes that the Executive may wish to introduce specific restrictions on the use of excess receipts, and may wish to place additional restrictions on budget switching in the case of Executive Agencies which administer large amounts of programme expenditure.
 
7.30 In addition, FlAG notes that two Executive Agencies, Registers of Scotland (RoS) and the Scottish Agricultural Science Agency, are currently operating under different arrangements from the rest. RoS operates as a Trading Fund and SASA operates under net running cost arrangements. FlAG considers that the detailed arrangements for these particular organisations are primarily a matter for the Executive to consider, but notes the possibility that the arrangements recommended for other Executive Agencies may not be practical for these two.
 
7.31 FIAG recommends that the Executive brings forward detailed proposals for internal controls over expenditure on administration, and that these are reported to Parliament along with the Executive's proposals for use of delegations.
 
Detailed oversight of financial procedures
 
7.32 At the UK level, the relationship between Parliament, Treasury and the Executive regarding detailed financial procedures is set out in a detailed manual entitled Government Accounting. This has been developed and has become established over the years. The advice it contains extends over a wide spectrum. At one end it covers important matters of constitutional propriety, such as the 1932 Concordat between the Public Accounts Committee and the Treasury, which deals with the need for continuing functions exercised by Departments to be covered by specific statutory authority. It also includes other procedures which have been agreed with the Public Accounts Committee, for example for notifying Parliament of proposals to enter into contingent liabilities.
 
7.33 At the other end of the spectrum, it covers guidance on accounting systems and operating procedures of common application, which are in the interests of good administration and Departments are required to take such guidance into account in developing their systems. (Government Accounting is currently being revised.)
 
7.34 In addition to Government Accounting, separate guidance is contained in The Scottish Office Finance Manual. This builds on Government Accounting and provides guidance on the operation of the financial procedures used in The Scottish Office.
 
7.35 The issue for FlAG, is the extent to which Parliament should be involved in developing such guidance, or whether this might be delegated to the Finance Department (or equivalent) to develop, against the background of the broad principles which FlAG has recommended throughout this Report.
 
7.36 In any event considerable work will have to take place to revise the current Government Accounting both to take account of the new financial arrangements to be put in place following devolution, and also to take account of the development of resource accounting and budgeting.
 
7.37 FIAG believes it is probably not necessary for the Parliament to be burdened by the development or approval of the detailed guidance at a time when ft will be pressed in relation to deciding its higher level principles. However, the Audit Committee should receive copies of all guidance on which it could comment and amend should it choose. In addition, the Audit Committee could also initiate the development of guidance in relation to matters of concern or good practice.
 
MSP Training
 
7.38 While it is possible that some MSPs will be familiar with public financial management, many will not have this level of knowledge. Since the scrutiny of public expenditure will be a key task for all MSPs, there is a need to ensure that they have the opportunity to learn the skills needed for this task.
 
7.39 FlAG therefore recommends that the SPCB develops a financial briefing package which will enable new MSPs to gain quickly a thorough understanding of how the Parliament's financial affairs are likely to be managed.
 

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