PAPER D


 

 

SOCIAL SERVICES, HOUSING AND BENEFITS SELECT COMMITTEE – 22 JANUARY 2004

 

INVESTMENT DECISIONS FOR 2004/05 AND BEYOND

 

REPORT OF THE PORTFOLIO HOLDER FOR SOCIAL SERVICES & HOUSING

 

REASON FOR SELECT COMMITTEE CONSIDERATION

 

During the preceding 3 months a series of events have been held to produce an investment framework for the Social Services & Housing Directorate. The results are provided to the Scrutiny Committee for further consideration.

 

ACTION REQUIRED BY THE SELECT COMMITTEE

 

To Debate and Make Recommendations

 

BACKGROUND

 

For the financial years 2002/03 and 2003/04 the Council agreed significant additional investment to the Social Services & Housing Directorate (£2.808m/11.2% growth in 2002/3 and £2.777m/9.3% growth in 2003/4). This has made a significant contribution to the Directorate’s 2 star status for those years.

 

Throughout Autumn and Winter 2003 a “headroom” exercise across the Council was initiated to produce potential areas for disinvestments. This was intended to assist the Council reconcile the need for additional expenditure in key areas of service with a desire for low levels of Council tax rise in 2004/2005.

 

At the same time the Directorate produced Service Plans for 2004/05 in accordance with the Council’s planning process. By August 2003 the Service Plans had been concluded and included an investment requirement of £3.1M. (See Appendix A).

 

Within the context of the Council’s overall pressures and expectations it was clear that such a figure for growth would not be acceptable or affordable. Accordingly, officers working alongside the Portfolio Holder, Chief Financial Officer and the Best Value Unit undertook to reduce the growth figure and identify areas for dis-investment or efficiencies as part of the headroom exercise mentioned above.

 

The result of this work was an investment package which sought to span the next 3 financial years – to 2006. The aspiration being to profile investment decisions against strategic issues over the medium term, aid planning, market management and, avoid peaks and troughs in the budget cycle. The detail of this will be presented as a slide on the day in addition to areas where extra economy was to be found.

 

RELEVANT PLANS, POLICIES, STRATEGIES AND PERFORMANCE INDICATORS

 

  1. IoW Council Corporate Plan – 2002
  2. Social Services & Housing Directorate Services plans for 2004/05
  3. SSI letter following the Annual Review Meeting (ARM) – September 2003


CONSULTATION PROCESS

 

Senior officers within the Directorate, the Best Value Unit, the Chief Finance Officer, The Chief Executive of the Council and the Portfolio Holder have been involved in these activities.

 

Service Plans themselves detail separate consultation processes.

 

FINANCIAL, LEGAL, CRIME AND DISORDER IMPLICATIONS

 

There are significant financial implications as detailed in the Appendices. A Risk Assessment has been produced by the Directorate in conjunction with the Council’s overall planning processes for 2004/05. A number refer to the possible consequences of failure to make necessary investments.

 

There are no perceived legal or crime and disorder implications arising from this report.

 

APPENDICES ATTACHED

 

Appendix A -   Summary of  original resource bids within Service Plans

 

BACKGROUND PAPERS USED IN THE PREPARATION OF THIS REPORT

 

Relevant Service Plans, the SSI review of performance letter (September 2003), the SSI Chief Inspectors Annual Report (November 2003), the draft Housing Strategy, Homelessness Strategy (2003).

 

URGENT BUSINESS

 

Contact Point : Relevant Heads of Service as identified on Service Plans or Glen Garrod, 01983-520600 ext 2225 email: [email protected]

 

 

 

 

 

 

 

 

GORDON KENDALL

Portfolio Holder for Social Services & Housing