SCRUTINY COMMITTEE (CORPORATE RESOURCES)

 

MINUTES of a meeting held on 5th December, 2006.

 

Present:  Councillor C.J. Williams (Chairman); Councillor Mrs. C.V.L. Clay (Vice-Chairman); Councillors Ms. M.E. Alexander, Mrs. J.E. Charles, P. Church, J. Clifford, G. John, Mrs. M. Kelly Owen, N. Moore, A.G. Powell, Mrs. B.I. Shaw and M.R. Wilson.

 

582            APOLOGIES FOR ABSENCE -

 

These were received from Councillors Ms. L. Burnett, A.D. Dobbinson, N.P. Hodges, C.L. Osborne, A.J. Preston,

 

 

583            MINUTES -

 

RESOLVED - T H A T the minutes of the meeting held on 7th November, 2006 be approved as a correct record.

 

 

584            DECLARATIONS OF INTEREST -

 

This was received from Councillor N. Moore - Agenda Item No. 13 (ii) and 13 (iv) - School Governor, Ysgol Gwaun y Nant.

 

 

585            TASK AND FINISH GROUP (USE OF CONSULTANTS) -

 

The following minutes of the meeting held on 12th September, 2006 were submitted:

 

Present:  Councillors Mrs. C.V.L. Clay, G. John, N. Moore and C.J. Williams.

 

(a)            Appointment of Chairman and Vice-Chairman -

 

RECOMMENDED - T H A T Councillors C.J. Williams and Mrs. C.V.L. Clay be appointed Chairman and Vice-Chairman respectively for the current municipal year.

 

(b)            Declarations of Interest -

 

There were no declarations of interest.

 

(c)            Use of Consultants - Scope of Review -

 

The purpose of the first meeting had been to discuss and agree a framework for proceeding with the review of the use of consultants within the Vale of Glamorgan Council.  Given that the Scrutiny Committee (Corporate Resources) at a meeting on 14th March, 2006 had set out the parameters of the review consideration was now required to be given to the practicalities of undertaking the review from its start to completion.

 

In scoping the review the Group gave consideration to the following issues:

 

  ·        current practices and procedures

  ·        Directorates/Sections to be subject to the review

  ·        officers support for the review and in particular the extent of officers time

           required to research four financial years of financial information taking into

           consideration changes in processes and procedures for the accessibility of

           information within the Finance Department

  ·        the merits of reviewing consultants commissioned to undertake work on behalf of

           the Council under the value of £10,000

  ·        Definition of the terminology of “consultant”.

 

Having regard to above and related matters it was

 

RECOMMENDED -

 

(1)       T H A T officers be requested to prepare a scope for consideration by the Group

taking account of the following matters:

 

  ·        That the review would encompass all Directorates/appropriate Sections within the 

           Council. 

  ·        Given the practical/technical difficulties likely to be encountered by officers in

           accessing financial records for the financial year periods 2001/02 and 2002/03 the

           review cover only the financial years 2003/04 and 2004/05.

  ·        That the commissioning of consultants where the value was under £10,000, be

           subject of the review but only in specific cases where the Group had requested

           the projects inclusion.

  ·        The scope of the review include best practice in England and Wales in relation to

           procedures/processes.

  ·        That consultants commissioned under the value of £5,000 be discounted from the

           review.

 

(2)       T H A T officers provide definitions of the terminology “consultant” to the Group

for further consideration and agreement as soon as practicable.

 

(3)       T H A T the Scrutiny Committee (Corporate Resources) be requested to endorse recommendations (1) and (2) above.

                                                         _____________

 

RECOMMENDED - T H A T the minutes be endorsed.

 

 

586         SCRUTINY REVIEW: A REVIEW OF THE USE OF CONSULTANTS (CHAIRMAN) -

 

Following the first meeting of the Task and Finish Group, officers had prepared, based on the discussions of that meeting, a draft Scope for the undertaking of the above review.

 

RECOMMENDED - T H A T the draft Scope as detailed in the report, be endorsed.

 

 

587          QUARTERLY PERFORMANCE MONITORING:  1ST JULY - 30TH SEPTEMBER, 2006 - CHIEF EXECUTIVE’S DEPARTMENT (CX) -

 

Consideration was given to information relating to the Action Plan Monitoring and Performance Indicators contained in the Quarterly Performance Monitoring reports in respect of the Chief Executive’s Department for the above period.  The Head of Performance and Development indicated that Sub References SA9, SA10 and SA14 had slipped and the corrective action required was set out in the report.

 

Councillor Wilson referred to action L440, in particular he enquired as to how the Citizens Panels were constituted.  The Head of Service indicated that whilst some groups were well represented e.g. Disabled, Women and over 50s, some of groups such as the younger age group were under represented.  This specific issue was currently under review and consideration was currently being given to working with youth partnerships in the Vale of Glamorgan to increase representation.  Councillor Wilson suggested that the Constitution, terms of reference and purpose of the Citizens Panels be the subject of a review and findings of such should be reported to a future meeting of this Scrutiny Committee.

 

Councillor Wilson also raised a number of issues in relation to the Council’s website and the Head of Service responded Head of Service responded by indicating that the percentage of website pages available in Welsh referred to pages only and not documents (many of which did not need to be translated, as specified by the Council’s Welsh language scheme).  With regard to the definition of “unique user visits” this was defined as a separate visit by a user to the website rather than individual hits on web pages.

 

Councillor Shaw referred to Indicator L366 and expressed concern that the end year target would not be achieved based on the 2nd quarter performance.  The Head of Service indicated that he would give updated figures for the next quarter ending December 2006 which would be a significant improvement.

 

Both Councillors Wilson and Moore referred to Indicator L123, Councillor Wilson enquiring as to the unit cost of the production of Vale Waves.  The Head of Service indicated that he was unable to confirm the exact cost per unit of the production of Vale Waves and agreed to provide a written response to the Member and the Committee as soon as practicable.  Councillor Moore expressed concern with regard to the Cabinet’s previous decision to increase the frequency of publication of Vale Waves and that no decision be made on actioning the increase in the frequency of the publication until the outcome of the findings of the Council’s commissioned Public Opinion Survey were known.

 

RECOMMENDED -

 

(1)       T H A T the Quarterly Performance Monitoring report for the period 1st April - 30th September, 2006 in respect of the Chief Executive’s Department be noted.

 

(2)       T H A T the Head of Service for Performance and Development submit a further report to this Scrutiny Committee in relation to the Constitution, terms of reference and aims and objectives of the Council’s Citizens Panel and the findings of the review.

 

(3)       T H A T the Head of Service provide a written reply to this Scrutiny Committee with regard to the unit cost of the production of Vale Waves.

 

 

588          QUARTERLY PERFORMANCE MONITORING: 1ST JULY - 30TH SEPTEMBER, 2006 - HUMAN RESOURCES AND EQUALITIES (DLD) -

 

Consideration was given to the information relating to the Action Plan Monitoring and Performance Indicators contained in the Quarterly Performance Monitoring report in respect of Human Resources and Equalities for the above period.

 

The Chairman referred to the review of the Council’s Counselling Services which was subject to the Action Plan.  The Head of Service indicated that the most recent developments in respect of the above review had been overtaken by a separate independent review by the Wales Audit Office.  This separate review had reference to how the Council’s Counselling Service informed Occupational Health issues so as to gain greater understanding of any trends that developed in terms of sickness and to tackle these trends when identified.  He reminded the Scrutiny Committee that the current service was a self referral service and feedback was not necessarily guaranteed as it was independent of the Council.  However, he indicated that regardless of the WAO review, the service as it stood at this moment in time, was widely promoted by the Council through a number of communication streams.  Councillor Wilson referred to sub reference CHR/002 and sub reference CHR/001(a) which appeared to be under achieving and not achieving as indicated in the report.  In addition, Councillor Wilson also referred to sub reference L265 which was a cumulative figure which suggested that the target was being exceeded.  Generally, the Committee felt that when accumulative figures were used, that an appropriate narrative qualifying that accumulative figure be also entered within the body of the monitoring report.

 

RECOMMENDED -

 

(1)       T H A T the Quarterly Performance Monitoring report for the period 1st July - 30th September, 2006 in respect of Human Resources and Equalities be noted.

 

(2)       T H A T in future, when accumulative figures are used, an appropriate narrative be provided to qualify the action so as appropriate scrutiny can be undertaken.

 

 

589          QUARTERLY PERFORMANCE MONITORING: 1ST JULY - 30TH SEPTEMBER, 2006 - FINANCE AND PROPERTY (DFICTP)  -

 

Consideration was given to the information relating to the Action Plan Monitoring and Performance Indicators contained in the Quarterly Performance Monitoring report in respect of Finance and Property for the above period.

 

Consideration was given to those actions slipped and the corrective action required and to those Indicators not currently achieving target.

 

RECOMMENDED - T H A T the Quarterly Performance Monitoring report for the period 1st July - 30th September, 2006 in respect of Finance and Property be noted.

 

 

590          QUARTERLY PERFORMANCE MONITORING: 1ST JULY - 30TH SEPTEMBER, 2006 - INFORMATION AND COMMUNICATION TECHNOLOGY (DFICTP) -

 

Consideration was given to the information relating to the Action Plan Monitoring and Performance Indicators contained in the Quarterly Performance Indicators contained in the Quarterly Performance Monitoring report in respect of Information and Communication Technology for the above period.

 

The Head of Service referred to those actions slipped viz SP3, SP4 and SP7 and the proposed corrective action which was set out in the report.

 

Councillor Wilson referred to Indicator L385 and enquired of the Head of Service as to what current arrangements were in place to reduce the printing of multiple copies from printers and arrangements for printing confidential information.  The Head of Service responded by indicating that there were currently no arrangements to prevent multiple copies being printed from equipment.  With regard to the printing of confidential information, the introduction of a Corporate Printing Strategy as referred to in the Action Plan would address this issue.

 

RECOMMENDED - T H A T the Quarterly Performance Monitoring report for the period 1st July - 30th September, 2006 in respect of Information and Communication Technology be noted.

 

 

591          QUARTERLY PERFORMANCE MONITORING: 1ST JULY - 30TH SEPTEMBER, 2006 - LEGAL SERVICES (DLRS) -

 

Consideration was given to the information relating to the Action Plan Monitoring and Performance Indicators contained in the above report.  The Head of Service indicated that there was no slippage and all Indicators were achieving target save for the Local Indicator 258.  Councillor Wilson referred to this Indicator and suggested that the performance was actually better than the figure indicated in the report.  The Head of Service indicated that this Indicator related to the budget allocated for the Service and given that this was less than the allocation in the previous year and as a consequence, this equated to 0.64% of the Council’s net revenue budget.

 

RECOMMENDED - T H A T the Quarterly Performance Monitoring report for the period 1st July - 30th September, 2006 in respect of Legal Services be noted.

 

 

592          QUARTERLY PERFORMANCE MONITORING: 1ST JULY - 30TH SEPTEMBER, 2006 - REGULATORY SERVICES (DLRS) -

 

Consideration was given to the information relating to the Action Plan Monitoring and Performance Indicators contained in the Quarterly Performance Monitoring report in respect of Regulatory Services for the above period and the correlating corrective action that was required.  The Operational Manager indicated that with regard to Pest Control Services, it was unlikely that a free service in the future could be sustainable.  The provision of such a service was not a statutory requirement and it was likely that a review would be undertaken having regard to cost pressures affecting Regulatory Services generally.  With regard to the Sewer Bating Programme undertaken in the current year, this had been successful and had had a significant impact on those areas where sightings had been reported.  A further bid would be made to Welsh Water Authority to increase funding for a continued Sewer Bating Programme in the next financial year.

 

In response to Councillor Shaw’s question regarding Indicator L370, the Operational Manager indicated that Level 3 Green Dragon Award would be achieved by the year end target.

 

RECOMMENDED -T H A T the Quarterly Performance Monitoring report for the period 1st July - 30th September, 2006 in respect of Regulatory Services be noted.

 

 

593          QUARTERLY PERFORMANCE MONITORING: 1ST JULY - 30TH SEPTEMBER, 2006 - DEMOCRATIC SERVICES (DLRS) -

 

Consideration was given to the information relating to the Action Plan Monitoring and Performance Indicators contained in the Quarterly Performance Monitoring report in respect of Democratic Services for the above period.

 

The Operational Manager for Democratic Services referred to those targets which had slipped and those Performance Indicators which were not achieving target.  With regard to sub reference SR4, he indicated that discussions had been held with the Scrutiny Committee Chairmen and Vice-Chairmen Group to discuss options in relation to the reformatting of Council meetings in the future.  During that meeting he indicated that it had become apparent the main issue concerning Members was to increase the effectiveness of debate at Council.  One suggestion that was discussed and considered at that meeting was the establishment of a mechanism whereby individual Members could request the inclusion of an item on the agenda for Full Council.  However, it was acknowledged at that meeting that such a system would require careful management in order to ensure a practical amount of such items being dealt with.  A report would be submitted to the above Group on options in January 2007.

 

With regard to sub reference SR6, a draft guide would be submitted to the Scrutiny Chairmen and Vice-Chairmen Group in January 2007.

 

In addition to the above matters, the Operational Manager referred to those Performance Indicators that had not currently been populated with data.  By way of an explanation, he indicated that data was indeed currently being captured on these matters.  However, definitions and the exact extrapolation of the data was currently being reviewed given the definitions provided by the WAO and the Centre for Public Scrutiny.  It was anticipated that the 3rd Quarter Monitoring report would reflect data captured.

 

In conclusion, the Operational Manager referred to the number of hits on the website and as indicated in the previous first quarter monitoring report, he was still unable to provide such information as this was linked to the new Council’s website Content Management System.

 

RECOMMENDED - T H A T the Quarterly Performance Monitoring report for the period 1st July - 30th September, 2006 in respect of Democratic Services be noted.

 

 

594          REFERENCES FROM SCRUTINY COMMITTEES -

 

RECOMMENDED - T H A T, it having been resolved in the case of those references from the Scrutiny Committee (Lifelong Learning) that they be considered as items which the Chairman had decided were urgent, the following references be noted, (the detail of each further considered in the agenda), and referred to Cabinet:

 

  ·        Reference from Scrutiny Committee (Community Wellbeing and Safety):  

           27th November, 2006 -

 

INITIAL HOUSING REVENUE ACCOUNT BUDGET PROPOSALS 2007/2008 AND REVISED BUDGET 2006/2007 (DCS AND DFICTP) -

 

The initial Housing Revenue Account budget proposals for 2007/2008 were submitted to the Scrutiny Committee for consultation.  Committee was reminded that each local housing authority was required by Section 74 of the 1989 Local Government and Housing Act to keep a Housing Revenue Account.  Section 76 of the Act required local authorities to set a budget for their Housing Revenue Account (HRA) on an annual basis and the budget had to be set in order that the Housing Revenue Account would not be in deficit at the year end.  The level of rent increase was based on the Subsidy Determination issued by WAG, which was not due for release until January 2007 although it was reported that a provisional figure were due during December 2006.  Committee was advised that as the increase was normally based on the retail price index plus 1% the draft budget included an estimated rent increase of 4.6%.  Consultants had also completed a review of the Housing Revenue Account Business Plan and the Council’s Housing Stock Options.  One of the recommendations that was made was for a review of the charging basis for Council tenant rents which new consultants had already begun work on but it was not anticipated at this stage that any changes would be made in April, 2007.

 

Set out below was a table that compared the original budget with the proposed revised estimate:

 

 

2006/07 Original Budget

2006/07 Proposed Revised Estimate

Variance      (+) Favourable (-) Adverse

 

£’000

£’000

£’000

Housing Revenue Account

(127)

(7)

-120

 

It was noted that the net increase of £127,000 in the budget was due to several reasons, an increase in security measures at High View at a cost of around £80,000 and electricity and gas prices had also risen by approximately £55,000 on sheltered properties and communal lighting during the year.  General efficiency savings accounted for any reductions in the budget.  The proposed 2007/08 budget was set out at Appendix A and Committee was advised that the increase suggested for rent and other services would be subject to a future report as soon as the information was available from WAG. 

 

Members of the Committee highlighted the £80,000 that was being used for security at Harbour View and considered that it was not “fair” for this sum to be paid entirely from the Housing Revenue Account as the money should be better utilised by being redirected for Council tenant accommodation throughout the Vale.  They also considered that the Security costs charged to the HRA account for Harbour View be apportioned on the same basis as the eventual distribution of capital receipts between the HRA and General Fund.

Members considered that the amount of money that was being spent on security was excessive and reaffirmed their request for detailed information in respect of this issue. 

 

RECOMMENDED -

 

(1)       T H A T the views of Committee as above in respect of the Housing Revenue Account budget proposals for 2007/2008 and revised budget 2006/2007 be forwarded to Scrutiny Committee (Corporate Resources) and Cabinet.

 

(2)       T H A T a future report in respect of the increase suggested for rents and other services, as soon as the information was available from the Welsh Assembly Government, be reported to this Scrutiny Committee.

 

(3)       T H A T the Security costs charged to the HRA account for Harbour View be apportioned on the same basis as the eventual distribution of capital receipts between the HRA and General Fund.

 

 

INITIAL REVENUE BUDGET PROPOSALS 2007/08 (DFICTP) -

 

The initial revenue budget proposals for 2007/08 for the services which formed part of the Scrutiny Committee’s remit were submitted for consultation.  Committee was informed that the Council’s budget was determined largely by the Revenue Support Grant settlement set by the Welsh Assembly Government.  A provisional settlement had been announced on 25th October, 2006 with details of the final settlement expected in late November/early December.  The Council was required, under statute to fix the level of Council Tax for 2007/08 by 11th March, 2007 and in order to do so, would have to agree a balanced revenue budget by the same date.  Committee was advised that to be in a position to meet the statutory deadlines and the requirements for consultation as set out in the Council’s Constitution much of the work on quantifying the resource requirements of individual services would need to be carried out before the final RSG settlement was notified to the Council.  The Council had provisionally been advised that for 2007/08 it would receive from WAG, RSG of £107,041,000 and Non-Domestic Rates (NDR) of £29,117,000.  The sums together constituted the Council’s aggregate external finance and represented an increase of 5.2% over that which had been received for 2006/07 and it was net of an assumed 1% efficiency saving.  The provisional settlement had also included additional resources for new responsibilities.  Those specifically identified for the Vale of Glamorgan Council were set out as follows:

 

Additional Resources 2007/08

£000

Adults - Social Services

Children - Social Services

313

198

Sub-Total - Social Care System

511

Special Educational Needs

256

Landfill Tax

123

 

The Welsh Assembly Government had announced that the Council would provisionally continue to receive a Deprivation Grant of £167,000 and a Performance Grant of £1,239,000.  However, it was noted that these were both unhypothocated grants in that they were not earmarked for particular services.  Confirmation of the continuation and/or amounts receivable in the form of other specific and special grants e.g. the Local Authority Business Growth Incentive (LABGI) Grant were yet to be received.

 

Committee was further advised that the overspend of £1,481,000 on Children’s Services was primarily due to the cost of child placements with a further £665,00 expenditure in this area as a result of a lower than anticipated available balance on the Social Services reserves.  Community Care and Health were also projecting an overspend of £2,846,000, a significant proportion of which was reported as due to the number and cost of care packages.  In respect of the adverse variance of £130,000 for catering this was reported as mainly due to a reduction in the number of meals being provided and increased costs in meeting the requirements on nutritional standards.  An underspend for Private Sector Housing/Community Safety of  £118,000 was reported as mainly attributable to an increase in subsidy income and savings on staff salaries.  The report highlighted that every effort should be made by the Directorate to reduce the deficit and any remaining balance would need to be refunded from reserves.  It was further noted that £2,250,000 had already been required to be met from reserves to balance the Council’s 2006/07 overall budget. 

 

At its meeting on 19th July, 2006, Cabinet had approved the budget strategy and timetables for 2007/08 as part of the 2006/07 to 2009/10 Medium Term Financial Plan (Minute No. C2575). A summary of the overall base budget for 2007/08 was attached at Appendix 1 to the report and inflation amounts of £1.3 million of which £760,000 related to pay awards and £543,000 for general price increases were noted.

 

Attached at Appendix 2, to the report, was a list of 2007/08 cost pressures as identified by the service areas.  These included costs that related to Social Services that were a continuation of the level of overspending in 2006/07.  No reduction of costs had been taken into account to date which may arise from the Social Services Budget Action Plan.  Cost pressures for the Scrutiny Committee service areas amounted to £9.6 million for which it was advised some would need to be met from within existing estimates.  These would include the cost of redundancies which may be incurred in order to maintain the budget within the resources available and it was reported again that these costs could be significant. 

 

The budget was therefore presented to the Committee for consultation.  Corporate Resources Scrutiny Committee was the lead Scrutiny Committee and would consider both the initial revenue budget proposals and any comments that Scrutiny Committees made no later than 15th December, 2006.  The Cabinet Budget Working Group would also hold a series of meetings in December and January with the relevant Cabinet Members and officers to consider the budget proposals , recommendations would then be submitted in order that the Cabinet may make its final budget proposals no later than 14th February, 2007.  Cabinet’s final budget proposals would then be considered at a special meeting of Council to be held by 19th February, 2007. 

 

The report further highlighted the concern in relation to the continued level of overspending by Social Services and the cost pressures identified for 2007/08 had assumed that the overspend had not been addressed.  It was highlighted that it was not financially prudent to fund the current expenditure from reserves except for a very limited time whilst the recovery plan was actioned to bring expenditure down.  As had previously been reported the reserves were currently under pressure and consequently the Council was faced with two options:

 

  ·        The first being to reduce the Social Services overspending and

  ·        the second being to increase the services base budget which could only

           be achieved by transferring resources from other services with a

           consequent impact on that service area or by increasing the level of

           Council Tax to generate additional resources. 

 

It was reported that the Council could adopt a mix of the two options however, it was absolutely essential that the underlying causes for the Social Services overspending were identified and resolved.  If this did not happen overspending could continue and threaten not just the financial stability of the Council but the ability to deliver other statutory services.

 

The table below provided Members with the information in respect of the resources that had been applied in previous years to support both Children and Family Services and Community Care and Health over and above the allocated base budgets.

 

 

SOCIAL SERVICES - USE OF RESERVES

2003/04 to 2006/07

 

2006/07 £’000

2005/06 £’000

2004/05 £’000

2003/04 £’000

Amended Original Budget

 

38,673

33,870

31,549

31,262

Actual (Projected Outturn 06/07)

 

43,655

39,062

25,057

33,489

Expenditure in excess of Base Budget

4,982

5,192

3,508

2,227

 

Members agreed that a “root and branch review” of Social Services was required and that statutory obligations must be maintained.  In relation to efficiency savings the officers present advised that all Departments had been requested to make 1% efficiency savings but that it was for Members to consider the allocation of resources and prioritise accordingly.  In respect of “Making the Connections” the officer advised that various Departments of the Council were working closely in dealing with this item particularly in procurement where they were working with other local authorities for joint working arrangements to be established.

 

Members questioned the progress that had been made to date by the Chief Executive in addressing the overspend of Social Services.  The Director of Community Services advised that the Chief Executive was in the process of working with the SOLACE consultant and that workshops had been arranged with officers within the Social Services Department which were due to commence by the end of the week.  Members also requested a list of consultants used by the Social Services Department and the costs incurred by  over the last year which the Director replied he would forward to all Members of the Committee and which would be available for the Scrutiny Committee Corporate Resources Task and Finish Group on the use of consultants throughout the Council. 

 

In relation to foster carers Members were advised that a successful campaign had been undertaken during the summer months although as there was a prescribed process it could take a considerable amount of time to come to fruition.   

 

In respect of the sale of assets, Members also raised concerns in relation to the fact that once assets were sold there would be nothing left to consider. 

 

Reference was made to paragraph 11 of the report which referred to grants for projects and stated that before any project or initiative was to be met either wholly or partly by way of a grant in order to proceed an exit strategy had to be approved.  Members queried if exits strategies were in place for all grant funded projects and the Director responded by advising that there was work that was being undertaken to ensure that a number of exits strategies were in place. However he reported that there was currently no flexibility in the budget to map out exit strategies for all organisations.

 

In consideration of the recommendations in the report the Scrutiny Committee

 

RECOMMENDED - T H A T it was difficult to provide any substantiated comments since the outcome of the Social Services Action Plan was not known and that the minutes of the debate at Committee should be forwarded to Corporate Resources and Cabinet for their consideration.

 

 

INITIAL CAPITAL PROGRAMME PROPOSALS 2007/08 (DFICTP) -

 

The report was submitted for consultation on the initial capital proposals for 2007/08 and Committee was advised of the progress on the 2006/07 capital programme for the period ended 31st October, 2006 (as detailed at Appendix A to the report).  In respect of the capital programme for 2007/08 on 25th October, 2006 the Welsh Assembly Government announced the provision 2007/08 General Capital Funding.  The provisional allocation for 2007/08 was £8,175,000 which was a £297,000 increase over the current year.  The final settlement was expected to be announced in December 2006. 

 

The Major Repairs Allowance which was the grant that provided capital funding to the Housing Revenue Account had not yet been announced by WAG.  On 6th September, 2006, Cabinet, under Minute No. C2615 approved the use of the 2007/08 MRA for schemes totalling £850,000.  Any further proposals for 2007/08 HRA capital programme would be reported at a later date.  It was highlighted that at the year end any unspent MRA could be carried forward into the new year subject to approval from the Welsh Assembly Government.  To date, at the end of 2005/06 a grant of £2.8 million remained unspent and approval to carry forward this balance had not yet been received but Members would be advised of the outcome via future reports. 

 

Appendix B to the report detailed the indicative 2007/08 Community Wellbeing and Safety capital programme and an indicative asset renewal budget of £150,000 had been included for Social Services which constituted an unearmarked provision.  In addition to the capital bids that were shown in Appendix B and Appendix C to the report also included capital bids received but had not been put forward for inclusion in the 2007/08 programme.  The Corporate Asset Management Group had prioritised schemes that had fallen within their remit and the method of prioritisation was detailed in the authorities Capital Investment Strategy.

 

Priority Level

Criteria

1

Health and Safety Legislation

2

Other Legislation/Statutory requirement

3

Sufficiency; Corporate Plan; Economic Sense

4

Condition; Suitability

5

Welsh Assembly Government objectives

6

Low Priority

 

However, due to the shortage of capital funding only Priority 1 and 2 schemes had been included in the indicative capital programme for 2007/08.  The bids were presented to Scrutiny Committee for consultation and comments were requested to be forwarded to Corporate Resources Scrutiny Committee as the lead Committee who would then report to Cabinet. 

 

Members raised concern as to the “build up” of the MRA which remained unspent.  They were concerned that the Welsh Assembly Government may not agree to carry forward the balance and that many residents within the Vale of Glamorgan were currently frustrated in that their homes were not being kept up to standard.  Although they were advised that there was a lack of staff provision to carry out some of the schemes, Members considered that the increase in the underspend was a matter for concern and that it was too high a risk that the Council was considering taking.  Members also raised concerns in relation to the Harbour View project and the security costs that were required at the site.  The loss of revenue in respect of rent, and the costs of securing the site were in their view significant and the Director was requested to provide a detailed breakdown of the costs to date, for all Members. 

 

Members concerns in respect of this matter and in relation to accommodation at Bryneithen which were of a Part II nature were agreed to be considered at  a later stage in the agenda.

 

In respect of Appendix B to the report and the reference made to the adult respite care/EMI beds provision of £500,000 Members were advised that a feasibility study was being undertaken in association with the Local Health Board and Cardiff and the Vale Trust in respect of the future use of EMI services.  Members were also advised that there was a growing demand for EMI services and support for respite care provision for families responsible for clients with EMI needs and a report would be presented to Members in due course on the matter.

 

Reference was also made to a Telecare strategy and Members were advised that a report would be presented early in the new year which would advise if the Social Services Department had been successful in a bid to WAG for a grant. 

 

RECOMMENDED -

 

(1)       T H A T the information as requested above from the Director of Community Services be forwarded to all Members as soon as possible.

(2)       T H A T the Committee expresses its concerns at the level of MRA grant which remained unspent and believed the underlying problems were the staffing levels in the Housing Department.

 

(3)       T H A T a report be presented to a future meeting of the Committee to identify how the Department/Council proposed to spend the MRA.

 

(4)       T H A T the recommendations and the details of the discussions by the Committee be forwarded to the Scrutiny Committee (Corporate Resources) for consideration and to Cabinet.

 

·        Reference from Scrutiny Committee (Economy and Environment): 28th November, 2006

 

INITIAL REVENUE BUDGET PROPOSALS 2007/08 (DFICTP) –

 

The Council’s budget was determined largely by the Revenue Support Grant (RSG) set by the WAG, the provisional settlement having been announced in late October, 2006. SSA (Standing Spending Assessment) represented WAG’s view of the resources needed and its primary use was to allocate RSG to local authorities.  For 2007/08, this Council’s provisional SSA had been notified as £181,045,000, a headline increase of 5.8% over the unadjusted 2006/07 figure.  The Council had been provisionally advised that, for 2007/08, it would receive from RSG of £107,041,000 and Non-Domestic Rates (NDR) of £29,117,000.  Together, those sums constituted the Council’s Aggregate External Finance (AEF) and represented an increase of 5.2% over that received for 2006/07 and was net of an assumed 1% efficiency saving.  WAG had also announced that the Council could provisionally continue to receive a Deprivation Grant of only £167,000 and a Performance Grant of £1,239,000.  Confirmation of the continuation and/or amounts receivable in the form of other specific and special grants had yet to be received.

 

As regards the revised estimates for 2006/07, details were submitted of the necessary amendments to the original estimate – which related to asset rents and recharges – it being noted that there would be no overall effect on the net budget of the Council.  It was also noted that the anticipated deficit on Leisure Management of £150,000 and on Building Maintenance Trading Account) of £150,000 would be offset by an underspend within the Directorate.

 

Cabinet had approved the Budget Strategy and Timetable for 2007/08 in July, 2006 as part of the 2006/07 – 2009/10 Medium Term Financial Plan (Min. No. C2575).  In brief, that strategy required services to establish a baseline by preparing initial revenue budgets for next year based on the cost of providing the current level of service and approved policy decisions.  Attention was also drawn therein to the potential impact of increases to budgets on the Council’s freedom to allocate resources to priorities during the following budget cycle.  Further, since the eventual level of RSG settlement would be influenced by WAG expectations for efficiency savings, services had been asked to identify any burgeoning revenue cost pressures.  A summary of the overall base budget for 2007/08 was appended to the report.

 

It was reported that inflation amounted to £0.869m. of which £244,000 related to pay awards and £625,000 for general price increases.  Committed growth was £0.257m. made up as follows:

 

  • Economic Development and Leisure – loss of income to the Council resulting from the sale of Vale Workshops (£102,000) and the cost of accommodation at the Town Hall/Library (£5,000)
  • Visible Services - £150,000 for landfill tax costs.

 

A list of 2007/08 cost pressures as identified by Services amounting to almost £1.6m. was appended to the report.  The view was expressed that it would be useful to know the views of the Director in relation to those cost pressures if any prioritisation of need was to be undertaken.  Reference was made, nevertheless, to the desirability of ensuring funding for the following matters within the Planning and Transportation Division:

 

  ·      £73k.  -            staffing costs required as part of the Development

         Control restructure and lost income;

  ·      £60k.  -            to ensure compliance with statutory obligations (schools

         transport) and the procurement of better buses;

  ·      £5k.    -            to facilitate the appointment of consultants to undertake

         a survey of Old Place, Llantwit Major to secure 80% grant from CADW.

 

Further reports were requested in respect of the following matters identified in the analysis of reserves, namely the Vale of Glamorgan Business Club and the EER Events Fund.

 

RECOMMENDED - T H A T the initial revenue budget proposals be noted and the above comments referred to the Scrutiny Committee (Corporate Resources) and thence, where deemed appropriate, to Cabinet.”

 

 

INITIAL CAPITAL PROGRAMME PROPOSALS 2007/08 (DFICTP) -   

 

Committee was made aware of the progress on the 2006/07 Capital Programme for the period ended 31st October, 2006 and received the initial capital proposals for 2007/08.  As regards the 2006/07 Capital Programme, it was proposed that no reduction be made to the budget in respect of the Marcross cesspits scheme (which currently remained contractually uncommitted).

 

Attention then focused on the 2007/08 Capital Programme. WAG had announced the provisional allocation for 2007/08 as £8,175,000 which represented a 3.77% increase over the current year.  In addition to WAG funding, the Council would finance part of the Capital programme from its own resources – further details of which were contained in the report.  The indicative 2007/08 Economy and Environment Capital Programme was shown as Appendix B to the report.  An indicative asset renewal budget of £800,000 had been included for Visible Services and £150,000 for Leisure Services, which constituted an un-earmarked general provision.  It was noted that the current budget of £41,000 included in the current year’s budget for ventilation works at Barry Leisure Centre was insufficient for the purpose and that it was proposed, therefore, that £49,000 be allocated in 2007/08 from the Leisure Asset Renewal budget.

 

Due to the shortage of capital funding, only those schemes identified as priority 1and 2 schemes by the Corporate Asset Management Group had been included in the indicative capital programme.  Included in the new bids were works that were required of previous planning applications.  To avoid committing the Council to future expenditure, it was proposed that bids for all schemes include all costs.  It was proposed that those bids which referred to schemes which would be 100% grant funded (namely, Central Station Land Purchase - £ 1,400,000 and Safety Cameras - £50,000) be not included in the programme at this stage.  It was further proposed that the following two bids which related to the required match funding for applications submitted to WAG for Physical Regeneration Fund (PRF) grant be included in the programme if the bids were successful, namely £757,000 for the Chapter Arts Centre 2:Enveloping of the Hydraulic Pumphouse scheme and £104,000 for the Penarth Town Centre Regeneration Action Plan scheme.

 

Consideration then focused on the indicative Capital Programme (Appendix B) and discussion ensued on the “unsuccessful” capital bids as listed in Appendix C.  Particular reference was made to the

 

  ·       Priority 6 awarded to

          (i)      the pedestrian access works at Cwm Colhuw, Llantwit Major; and

          (ii)     the installation of a customer information screen at Dingle Road

                   Station, Penarth;

 

  ·      Priority 4 awarded to

         (i)     highways works at Llantwit Major;

         (ii)    the refurbishment of public conveniences (in respect of the need to

                 make them DDA compliant); and

         (iii)   the Cross Common Road bridge replacement;

 

  ·     Priority 3 awarded to

        (i)     the installation of Pay & Display machines at Barry Island car park; and

        (ii)    the erection of either a large or medium size wind turbine at the Alps.

 

In respect of the Pay & Display machines, attention was drawn to the estimated pay back time of just two years and, in respect of the wind turbine scheme, the estimated revenue savings that would accrue following the initial capital outlay.  As regards the highways work scheme at Llantwit Major, it was noted that this Committee had requested its re-prioritisation to Priority 1 in the previous year’s budget round on the grounds of health and safety (Minute No. 609);  the Committee, once again, considered that this scheme should be afforded Priority 1.  Attention was drawn to the potential high risk to the Council of failure to undertake the scheme to refurbish public conveniences to make them DDA compliant.  Disappointment was expressed that the Cross Common Road bridge replacement scheme would not be progressed in the current year given the unsatisfactory state of the structure.  In order to expedite the installation of a customer information screen at the Dingle Road Station, it was agreed that Arriva Trains Wales should be urged to indicate the level of their financial contribution towards the scheme in order that consideration could be given at a later stage to the allocation required to be made by the Council.  Consideration was then given to ways of achieving the pedestrian access works at Cwm Colhuw given the level of local concern and the potential benefits of the scheme to encouraging tourism.  It was accepted that the costs as put forward in the bid had been difficult to quantify since it would first be necessary to undertake investigative works in order to identify the most effective solution.  The suggestion that funding be found initially for just the investigative works was subsequently accepted.

 

After further discussion, it was

 

RECOMMENDED -

 

(1)       T H A T the Capital Monitoring report for the period ended 31st October, 2006, be noted.

 

(2)       T H A T the highways work scheme at Llantwit Major be re-prioritised to Priority 1 on the grounds of health and safety.

 

(3)       T H A T the Director of Environmental and Economic Regeneration ascertain the level of funding to be contributed by Arriva Trains Wales towards the installation of a customer information screen at Dingle Road Station in order that further consideration could be given at a later date to the level of funding required by this Council to ensure the implementation of the scheme.

 

(4)       T H A T a further report relating to the schemes in respect of the installation of a wind turbine at the Alps, and the cost effectiveness of the proposals, be submitted to a future meeting.

 

(5)       T H A T funding to commission consultants with the necessary experience to undertake an investigation into the pedestrian access works scheme at Cwm Colhuw be made available from the Asset Renewal Budget.

 

(6)       T H A T the above recommendations be referred to the Scrutiny Committee (Corporate Resources) and thence, where deemed appropriate, to Cabinet.

 

(Note: Councillor A.J. Readman spoke on the above matter with the consent of the Committee).”

 

  ·        Reference from Scrutiny Committee (Lifelong Learning): 4th December,

           2006

 

SCHOOL BUDGETS 2006/07 (DLD) -

 

The following members of the School Budget Forum were in attendance for this item:

 

Mrs. F. Hopkins            -            Headteacher, St. Athan Primary School

Mr. B. Brayford            -            Headteacher, Ashgrove School

Mr. M. Clinch            -            Headteacher, St. Richard Gwyn School

Mrs. J. Hayward            -            Barry Island Primary School.

 

Members were advised of the financial state of school budgets in the current 2006/07 financial year, as a precursor to the forthcoming budget process for 2007/08.

 

Members were advised that in terms of overall education and schools’ expenditure, the year on year percentage increases for the Vale of Glamorgan schools in the last 3 years had been above average and within the top few authorities across Wales.  In 2006/07, the net increase in education funding for the Vale was 6.2%.  This was the third highest in Wales and compared to the Welsh average of 4.6%.  The Vale of Glamorgan had always been a consistently high delegator of resources to schools.  In 2006/07, the Vale of Glamorgan delegated at a proportional rate of 81.3% which was the equal highest in Wales.

 

Despite the relatively high proportional budget increase described above, in actual cash terms, schools in the Vale of Glamorgan were relatively poorly off in comparison to schools in other local authority areas and that Vale secondary schools continued to be the lowest funded secondary schools in Wales.  In recent years the Council had consistently spent at around the level of education SSA.  However, the level of education SSA and indeed the total Council SSA for the Vale of Glamorgan, was amongst the lowest in Wales.

 

In 2006/07, the primary school funding per pupil of £2,938 was 3% below the Welsh average of £3,030 (i.e. £92 per pupil) and the secondary school funding per pupil of £3,438.00 was 6% below the Welsh average of £3,671 (i.e. £233 per pupil).  This had informed the budget strategy as developed by the School Budget Forum.  It was also noted that central education costs were the lowest in Wales, some £290 per pupil below the Welsh Average.

 

An analysis of school balances was provided at Appendix 3 to the report.  As at the end of the 2005/06 financial year, the aggregate primary school balances stood at £1.726m.  There were five schools with deficits of greater than £10,000 but less than £30,000.

 

In the secondary sector, the aggregate school balances were £0.169m.  There were three schools with deficits between £30,000 and £73,000.  Two of the special schools had deficits of £22,000 and £39,000.

 

For the 2006/07 financial year, three primary schools had approved deficits of between £20,000 and £70,000.  The deficits were all caused by localised pupil number decreases, and all supported by robust action plans for repayment.  However, although not in deficit, a number of primary schools struggled to maintain within budget.  In contrast, there were a number of primary schools with significant surplus balances as at the beginning of the 2006/07 financial year.  The situation was being closely monitored by the School Budget Forum, and it had been identified that schools with surplus balances had £0.803m. of planned committed expenditure.

 

For the secondary sector in 2006/07, three secondary schools had approved deficits of £150,000 in two cases and £176,000 in the other.  These were all supported by robust action plans.  The deficits for two of the schools included significant expenditure for new ICT infrastructure.

 

In 2006/07, the special schools had a projected combined deficit of around £30,000.  There were complex requirements and legislation surrounding special schools, and the LEA was actively working with the special schools to reduce this deficit.  Specific emphasis was being placed on the levels of extra - district recharges.

 

At an aggregate level, it was reported that schools budgets were financially well managed.  However, by the end of the 2006/07 financial year, it was projected that the school balances could drop to around £1.1m. in comparison to the total aggregate of £1.858m. at the beginning of the year.  This was based upon current levels of operational spending.  However, this excluded the planned committed expenditure of £0.803m. referred to above.  These estimates were after allowing for the one off local efficiency grant of £435,000 in 2006/07 financial year.  However, it was difficult to precisely project year-end school balances because financial uncertainty over future budget settlements may cause schools to delay the delivery of planned commitments.  Such uncertainty was a national issue and would be alleviated by the introduction of three year budgets.

 

The Budget forum were concerned that whilst schools had prudently managed their school budgets from the financial perspective, this had been at the detriment of educational and curriculum development in schools.  The Budget Forum believed that pupils in the Vale of Glamorgan were being disadvantaged in comparison with pupils in Wales due to the low level of funding.  The impact of this disadvantage would increase as schools in the Vale were unable to fully fund developments in areas such as ICT, and curriculum development in early years and the secondary sector.  For the 2007/08 financial year, schools needed £3.607m. to cover pay related increases, inflation and other unavoidable costs.  In addition, the School Budget Forum had agreed a strategy whereby if resources permit, then the gap with the Welsh average would be closed for secondary and primary schools in a proportional ratio of 2:1 to reflect the differing current percentage levels below the average.  The School Budget Forum bid for 2007/08 was to close the funding gap for primary by 1% and secondary by 2%.  This would require total growth of £0.972m. comprising £0.348m. for the primary sector and £0.624m. for the secondary sector.

 

The members of the School Budget forum were given an opportunity to comment on the detail of the report.

 

Mr. Clinch referred to the variance between the Average All-Wales funding per pupil and the average funding per pupil in the Vale of Glamorgan of £233 and stated that in the case of his school, this represented a sum of £190,000.

 

Mr. Clinch stated that, over the years, headteachers had become adept at making ends meet.  The most important consideration was what had to be foregone in order that the budget could be balanced.

 

Expenditure on ICT was ‘insatiable’, and was a huge issue in ensuring the budget balanced.

 

The Workload Agreement had huge implications, and many schools were finding it difficult to make ends meet.

 

Mr. Clinch recognised that the Council had made Education a high priority.

 

Mr. Brayford supported Mr. Clinch’s comments.  There were complex requirements and legislation surrounding special schools, and the Council was actively working with the special schools to reduce their deficit.  Mr. Brayford felt that the Council should look closely and critically at the arrangements for special schools and wondered if the Council could continue to support three special schools in their current form.

 

Mrs. Hopkins expressed concerns relating to ICT.  Up to this year, St. Athan Primary had possessed only one whiteboard, although two further ones had been ordered this year.

 

The power of interactive teaching over children was phenomenal, but Mrs. Hopkins had been forced to cut back on IT expenditure.

 

Regulations coming into effect in 2008 would require a ratio of adults to children.  This would require the adequate levels of finance to ensure that schools met this statutory requirement and could possibly have massive implications.

 

Mr. Clinch also referred to the phenomenal rate of change that had affected the Education Services over the past five years and expressed the view that the rate of change over the next five years would be even greater.

 

Having heard the comments of the Headteachers, Members appreciated just how ‘close to the bone’ had been recent cuts to the service.  The report had reflected what the service needed in order to keep going.

 

The Director commented on the budgetary problems within the Council’s Social Services which had been referred to by Elected Members.  The details within the report, and the comments of the Headteachers had demonstrated that the Education Service was in no position to solve the financial problems within Social Services with so many schools operating at a near deficit level, failure to meet the unavoidable costs in schools would lead to teaching workforce redundancies.

 

The Cabinet Member for Education and Training reminded Members that the Council was spending at SSA for education, as awarded by WAG.  The report before Members had illustrated the disparity between Welsh and English school funding.  Nevertheless, it was the case that the Vale pupils were achieving the highest GCSE results in Wales.

 

RECOMMENDED - T H A T further consideration of the report and the comments of the members of the School Budget Forum be made later in the meeting following consideration of the initial revenue budget proposals for 2007/08.

 

 

INITIAL CAPITAL PROGRAMME PROPOSALS 2007/08 (DFICTP) -

 

Scrutiny Committee were advised of the progress on the 2006/07 capital programme for the period ended 31st October, 2006 and considered the initial capital proposals for 2007/08. 

 

Appendix A to the report detailed progress on the capital programme as at 31st October, 2006. 

 

Council on 12th October, 2005 had given Cabinet the authority to withdraw a budget from the capital programme if the scheme was not contractually committed within 18 months of being included in the capital programme.  If this happened, a new bid would have to be submitted as part of the coming years budget setting process to reintroduce the scheme into the capital programme.  The following schemes remained contractually uncommitted 18 months after approval and a proposal for the way forward had been made against each scheme. 

 

Accommodation for Cogan Hall Farm - this budget had been allocated to accommodate an increase in pupil numbers, as a result of the Cogan Hall Farm housing development.  The required work, at various schools, had now been identified and would commence during the Easter and summer holidays 2007.  It had been requested that the £150,000 be carried forward into 2007/08. 

 

Nursery Units - a total budget of £650,000 had been allocated for a three year period, commencing in 2005/06, for a review of nursery units.  There had been a range of technical difficulties and the projects were now due to commence in 2007/08.  The budget was required to enable the Council to provide the necessary school places and it had therefore been requested that the budget be carried forward to future years. 

 

With regard to the 2007/08 capital programme, the Welsh Assembly Government had announced the provisional 2007/08 General Capital Funding.  The provisional allocation for 2007/08 was £8,175,000, which was a £297,000 increase over the current year. 

 

In addition to funding from the Welsh Assembly Government, the Council would finance part of the capital programme from its own resources e.g. Receipts and Reserves. 

 

Appendix B to the report detailed the indicative 2007/08 Lifelong Learning Capital Programme.

 

An indicative asset renewal budget of £800,000 had been included for schools.  This constituted an unearmarked general provision.  In addition, specific bids had been received from Lifelong Learning, which had been classed as asset renewal.  Due to the inclusion of a Miscellaneous Buildings Asset Renewal Budget in Policy, these schemes had been shown in Appendix C to the report as an unsuccessful bid. 

 

Two schemes were currently planned to be funded from next years Asset Renewal Budget.  Cabinet had been requested to approve the allocation of the budget for these schemes at this early stage to enable work to proceed within the planned timescale. 

 

  ·        St. Athan Primary Cladding - Phase 2 - it had been proposed that this

           scheme be funded from the Education Asset Renewal/School Buildings

           Improvement Grant budget.  Design work would be funded from this

           years programme and tender acceptance was planned for January 2007. 

           This would enable works to commence during the Easter holidays.  It had

           been requested that £302,000 be approved from the 2007/08 budget

           and £800,000 from 2008/09, to allow the scheme to be undertaken

           within the planning timetable. 

  ·        Gwaen y Nant/Oakfield Roofing - it had been proposed that this scheme

           be funded from the Education Asset Renewal/School Buildings

           Improvement Grant budget.  Design work would commence this year and

           tender acceptance was planned for March 2007.  This would enable

           works to commence during the summer holidays.  It had been requested

           that £200,000 be approved from the 2007/08 budget and £5,000 from

           2008/09, to allow the scheme to be undertaken within the planned

           timetable. 

 

In addition to the capital bids shown in Appendix B to the report, Appendix C included capital bids received that had not been put forward for inclusion in the 2007/08 programme.  The Corporate Asset Management Group had prioritised schemes that fell within their remit. 

 

Council on 12th October, 2005, had approved the School Investment Strategy.  It approved that the School Development Budget be increased by £500,000 in 2007/08 and £1 million from 2008/09 onwards.  These budgets changes had been included in Appendix B to the report.  The Council also approved that the £9 million one-off School Building Improvement Grant of £1.4 million of existing useable capital receipts be utilised for the School Investment Strategy.  These budgets had not been included in Appendix B to the report.  Approval had also been given for capital receipts generated by schools to be ringfenced for the investment strategy up to £6.5 million and that unsupported borrowing of up to £7.3 million could be undertaken.  MACE were the successful consultants who had been appointed as external technical advisors and a report had been presented to Cabinet on 20th September, 2006 outlining their recommendations.  The consultants were undertaking further work, which was due for completion by April 2007 and the capital programme would then be amended.

 

RECOMMENDED - T H A T the initial budget proposals be noted.

 

INITIAL REVENUE BUDGET PROPOSALS 2007/08 (DFICTP) -

 

Committee considered the initial revenue budget proposals for 2007/08 for those services which formed part of the Committees remit.

 

The Councils budget was determined largely by the Revenue Support Grant (RSG) settlement set by the Welsh Assembly Government.  A provisional settlement had been announced on 25th October, 2006 with details of the final settlement expected in late November/early December. 

 

The Council was required, under statute, to fix the level of Council Tax for 2007/2008 by 11th March, 2007 and, in order to do so, would have to agree a balanced revenue budget by the same date.  To be in a position to meet the statutory deadlines and the requirements for consultation as set out in the Council’s Constitution, much of the work on quantifying the resource requirements of individual services needed to be carried out before the final RSG settlement was notified to the Council. 

 

For 2007/08, the Council’s provisional standard spending assessment had been notified as £181,045,000, a headline increase of 5.8% over the unadjusted 2006/07 figure.

 

The Council had been provisionally advised that for 2007/08, it would receive from WAG, RSG of £107,041,000 and Non-Domestic Rates of £29,117,000.  Together these sums constituted the Council’s aggregate external finance which represented an increase of 5.2% over that received for 2006/07 and was not of an assumed 1% efficiency saving.

 

WAG had announced that the Council would provisionally continue to receive a Deprivation Grant of £167,000 and a Performance Grant of £1,239,000.  These were both unhypothocated grants (i.e. they were not earmarked for particular services). 

 

The amended original budget was compared with the estimated outturn for 2006/07 as shown below:

 

Lifelong Learning

2006/07

 

Amended Original

2006/07

 

Estimated Outturn

Variance

 

(+)Favourable

(-) Adverse

 

 

 

 

Education and Schools

78,832

78,712

(+)  120

Libraries

2,234

2,501

(-)  267

Lifelong Learning

1,878

1,998

(-)  120

Human Resources

0

0

0

 

Learning and Development - a saving of £12,000 on Education and Schools arising from a lower than expected inflation increase on the renewed large contracts such as school transport together with staff vacancies within the Education Department had been used to off-set the overspending on Lifelong Learning Job Shop Extra (£10,000) and the Training and Heritage Skills Centre (£110,000).  The adverse variance on Libraries (£267,000) was due to the costs of the new library.

 

Cabinet had approved the budget strategy and timetable for 2007/08 on 19th July, 2006.

 

The budget strategy for 2007/08 had outlined that:

 

  ·        In order to establish a baseline, services should prepare initial revenue

           budgets for next year based on the cost of providing the current level of

           service and approved policy decisions.  This meant the cost of price

           increases and pay awards should be included. 

  ·        Increases to budgets approved during the course of a financial year could

           restrict the freedom of the Council to allocate its resources to priorities

           during the following budget cycle when it was aware of all the

           competing demands.  Consequently:

           -       supplementary estimates would only increase the base budget if the

                   Council had given specific approval to this effect.  Increases met by

                   virement within a year would not be treated as committed growth

           -       Directors should find the cost of increments and staff changes from

                   their base budget unless the relevant specific approval had been

                   given for additional funding

           -       the effect of replacing grant from outside bodies that had

                   discontinued would not be treated as committed growth.  In

                   addition, before any project or initiative that was to be met either

                   wholly or partly by way of grant may proceed the exit strategy

                   must be approved

           -       certain items of unavoidable committed growth would continue and

                   these include the effect of interest changes and the financing costs

                   of the capital programme, increases in taxes, increases in levies and

                   precepts charged by outside bodies and changes to Housing

                   Benefits net expenditure. 

           -       services would be expected to identify and achieve recurrent

                   efficiency savings equivalent to 1% of their budget.

  ·        The eventual level of Revenue Support Grant settlement that made up

           the bulk of the Council’s funding would be influenced by WAG

           expectations for efficiency savings in local government as set out in their

           “Making the Connections” document.  As such, it was envisaged that the

           costs of service development would need to be met from within the

           respective services from the efficiency savings that they identified: in

           addition works may need to be prioritised within a service to meet any

           priority demands.  Services had therefore been asked to identify any

           burgeoning revenue cost pressures. 

 

A summary of the overall base budget for 2007/08 was attached at Appendix 1 to the report.  This had been arrived at by adjusting the 2006/07 budget for items such as inflation. 

 

Inflation amounted to £0.532 million of which £325,000 related to pay awards and £207,000 for general price increases.

 

Committed growth of £0.509 million related to the following:

 

  ·        Libraries

Cost of accommodation at Town Hall/Library - £509,000.

 

A list of 2007/08 costs pressures as identified by the service was attached at Appendix 2 to the report.

 

Having considered the report, and the earlier comments of the members of the School Budget Forum, in relation to the report on School Budgets 2006/07. it was

 

RECOMMENDED -

 

(1)       T H A T the contents of the report be noted with concern.

 

(2)       T H A T the comments of the members of the School Budget Forum be endorsed.

 

(3)       T H A T Scrutiny Committee (Corporate Resources) and Cabinet be provided with a copy of the School Budget report prepared by the Director to reflect the views of the School Budget Forum and advised of this Committee’s concern at the need for the Council to provide the Education Service with adequate resources as part of the 2007/08 budget settlement.

 

(4)       T H A T the Budget Forum strategy to close the gap with the Welsh Average, should resources permit, for secondary and primary schools be supported.

 

 

595         INITIAL HOUSING REVENUE ACCOUNT BUDGET PROPOSALS 2007/08 AND REVISED BUDGET 2006/07 (DCS AND DFICTP) -

 

Details were submitted of the revised estimates for 2006/07, the base budget for 2007/08, and the proposed increases in charges.  The proposed budget for 2007/08, as appended to the report, was based at this stage on a 4.6% rent increase.  It was acknowledged that details would need to be updated once the final Subsidy Determination had been issued by the Welsh Assembly Government (WAG). 

 

It was noted that charges for rent and other services provided by the Housing Division were reviewed annually and these would be subject to a future report once consultants had completed their work on a Rent Review.  For next year, annual rent levels would continue to be linked to pre 2005/06 Council Tax bands. 

 

RECOMMENDED -

 

(1)       T H A T the initial Housing Revenue Account budget proposals together with the views of the Scrutiny Committee (Community Wellbeing and Safety) be endorsed and forwarded to Cabinet, in particular, the need to consider apportionment the associated costs of security at Harbour View, Penarth (£80,000) in line with capital receipts received between the HRA and General Fund and that it also be noted that the suggested rent and other services increase would be subject to a further report as soon as the information became available from the WAG. 

 

(2)       T H A T this Scrutiny Committee receive a further report in respect of the outcome of the consultant’s findings in relation to rent review.

 

 

596        INITIAL CAPITAL PROGRAMME PROPOSALS 2007/08 (DFICTP) -

 

Details of the progress on the 2006/07 Programme for the period 1st April, 2006 to 31st October, 2006 and the initial capital proposals for 2007/08 were submitted.  There were anticipated underspends on the following 2006/07 capital schemes and that those projected underspends would be carried forward into future years: Accommodation for Cogan Hall Farm and Nursery Units.  With regard to the scheme relating to cesspits at Marcross it was noted that this scheme had not progressed as there were a number of outstanding legal issues to be resolved.  It was therefore proposed that no reduction be made to the budget at this stage. 

 

The Major Repairs Allowance (MRA) which was a grant that provided capital funding to the Housing Revenue Account (HRA) had not yet been announced by the WAG.  Cabinet on 6th September, 2006 had approved the use of the 2007/08 MRA for schemes totalling £850,000.  Any further proposals for 2007/08’s HRA capital programme would be reported at a later date.  At year-end, any underspend in the MRA could be carried forward subject to the approval of the WAG.  The total underspend for 2005/06 of the MRA grant was £2.8 million.  Approval of the carrying forward of balances relating to the MRA would be subject to a future report when the views of the WAG were known. 

 

Consideration then focussed on the 2007/08 Capital Programme.  The provisional allocation for 2007/08 was £8,175,000 which was £297,000 (3.77%) increase over the current year.  Details of the indicative 2007/08 Capital Programme were appended to the report and showed the allocations already approved by Council and the slippage requests mentioned above, together with indicative asset renewal budgets as follows:

 

  ·        Education                         £800,000

  ·        Social Services                   £150,000

  ·        Visible Services                  £800,000

  ·        Leisure Services                 £150,000

  ·        Miscellaneous Buildings        £200,000.

 

As in previous years due to the shortage of capital funding, only Priority 1 and 2 schemes, assessed in accordance with the criteria detailed in the report, had been included in the indicative capital programme. 

 

Having considered the initial budget proposals contained in the report, the comments of the other Scrutiny Committees referred to above, and the views expressed at this meeting, it was

 

RECOMMENDED -

 

(1)       T H A T the Initial Capital Programme Proposals for 2007/08 be noted, subject to recommendations (2)-(4) below and referred to Cabinet.

 

(2)       T H A T the recommendations of the Scrutiny Committee (Community Wellbeing and Safety) be endorsed.

 

(3)       T H A T the recommendations of the Scrutiny Committee (Economy and Environment) be endorsed with this Scrutiny Committee expressing concern that Cabinet had not accepted the re-prioritisation of the Highway Works Scheme at Llantwit Major to Priority 1 as part of last year’s budget consultation exercise.

 

(4)       T H A T the recommendations of the Scrutiny Committee (Lifelong Learning) be noted.

 

 

597       INITIAL REVENUE BUDGET PROPOSALS 2007/08 (DFICTP) -

 

The Council had been provisionally advised that for 2007/08 it would receive from the WAG Revenue Support Grant (RSG) of £107,041,000 and Non-Domestic Rates (NDR) of £29,117,000.  Together those sums constituted the Council’s Aggregate External Finance (AEF) and represented an increase of 5.2% over that received for 2006/07 and was net of an assumed 1% efficiency saving.  It was noted that the provisional settlement included additional resources for new responsibilities including Smoke-Free Legislation, Schools Councils and EU food hygiene and these amounts were detailed in the report.  WAG had also announced that the Council would provisionally continue to receive a Deprivation Grant of £167,000 and a Performance Grant of £1,239,000, both of which were unhypothocated grants.  Confirmation of the continuation and/or amounts receivable in the form of other specific and special grants e.g. Local Authority Business Growth Incentive (LABGI) Grant had yet to be received.

 

Consideration was also given to the amended original budget and the estimated outturn for 2006/07.  The overall deficit of £4,664,000 would need to be funded from reserves, in addition to the £2,250,000 required to balance the 2006/07 budget.  General Reserves as at 1st April, 2006 amounted to £6.4 million and consequently as a prudent minimum level of the General Reserve was £4 million, some specific reserves would need to be “unearmarked”.

 

The Base Budget had been arrived at by adjusting the 2006/07 budget for items such as inflation, and unavoidable growth.  Inflation amounted to £4.3 million (excluding schools) of which £1.5 million related to pay awards and £2.8 million for general price increases.  Unavoidable growth totalled £4.324 million and related to the following items:

 

  ·        Learning and Development - cost of accommodation at Town Hall/Library -   

           £509,000

  ·        Environmental and Economic Regeneration - Economic Development and

           Leisure - Loss of income to the Council resultant from the sale of Vale Workshops

           - £102,000 and costs of Accommodation at Town Hall/Library - £5,000

  ·        Visible Services - £150,000 for landfill tax costs

  ·        General Policy - £2,250,000 use of balances during the 2006/07 budget process;

           reduction in interest receivable of £320,000 as a direct result of the use of

           balances; £200,000 estimated cost to the General Fund of the interest due to the

           Project Fund following the estimated advance; £300,000 increase cost of funding

           the Capital Programme; £390,000 for ICT software licences and £98,000 for cost

           of accommodation at Town Hall/Library.

 

The base budget for 2007/08 based on the provisional Revenue Support Grant settlement, and assuming no increase in Council Tax income, the total resources for 2007/08 was £1.632 million less than the requirements set out in the initial 2007/08 base budget and did not take into account any of the £16.847 million of cost pressures. 

 

RECOMMENDED -

 

(1)       T H A T this Scrutiny Committee notes the Initial Revenue Budget Proposals for 2007/08, subject to recommendation (2) - (6) below and be referred to Cabinet.

 

(2)       T H A T the recommendation of the Scrutiny Committee (Community Wellbeing and Safety) be noted, it being acknowledged by this Scrutiny Committee that it had been difficult to make definitive recommendations given the review of the Social Services Action Plan had not to date been completed.

 

(3)       T H A T the recommendation of the Scrutiny Committee (Economy and Environment) be noted.

 

(4)       T H A T the comments of the School Budget Forum be noted and referred to Cabinet for consideration.

 

(5)       T H A T the recommendations of the Scrutiny Committee (Lifelong Learning) be endorsed.

 

(6)       T H A T this Scrutiny Committee receive a post implementation review report on the Town Hall / Library project to the next meeting.  The report to provide a detailed financial breakdown of revenue costs for running the facility which totalled £509,000.