GUIDELINES FOR OFFICERS ATTENDING SCRUTINY PANELS

GENERAL

Under the terms of a Report and Proposition (P 79/2003) that was approved by the States of Jersey on 24th July 2003, it was agreed that two shadow Scrutiny Panels and a Public Accounts Committee should be set up immediately and that formal Scrutiny Panels, four in number, would be formed at the time of the implementation of the ministerial system of government. Within the terms of this Report and Proposition, it was decided that –

"…the Scrutiny Panels and Public Accounts Committee shall have the power to call for any papers or records relevant to the matter under consideration and the power to require any person to attend before them;"

Whilst the shadow Scrutiny Panels were not given the same powers as the formal Scrutiny Panels, nevertheless the States agreed that Committees of the States should –

"… provide the fullest support and co-operation to the shadow Panels to enable them to operate effectively;"

These guidelines have, therefore, been developed in order to provide advice and guidance to all States’ employees on how they should conduct themselves when they are required to appear before a (Shadow) Scrutiny Panel or the Public Accounts Committee.

REQUEST TO APPEAR BEFORE THE PANEL/COMMITTEE

States’ employees may be required to appear before a Scrutiny Panel or the Public Accounts Committee in order to provide an explanation of the policies of the Committee to whom they report and the performance of their department in implementing those policies. It is therefore appropriate that the Committee’s chief officer should be requested to designate a suitable officer to appear before the Scrutiny Panel or Public Accounts Committee, and the Chief Officer should have the right to accompany the officer when s/he appears before the Panel or Committee.

The deliberations of the Panel/Committee are normally held in open session, with public and news media entitled to be present. If particularly sensitive or confidential material is likely to be discussed, it would be appropriate to approach the Panel/Committee via the relevant Scrutiny Officer in order to arrange for the evidence to be provided in closed session. (The type of information that is considered to be sensitive is set out in the attached Appendix.)

PROVIDING EVIDENCE

The underlying principle that should be followed when providing evidence is that the employee should be as helpful as possible to the Scrutiny Panel/Public Accounts Committee. Employees appearing before the Panel/Committee are responsible for ensuring that the evidence that they give is accurate. It is, however, normal practice for the Scrutiny Officer to give some indication as to the areas that the Panel/Committee will seek to cover during the meeting and so the officer will need to be fully briefed on the main facts of the matters on which they expect to be examined. (This might be a major task as a Panel’s/Committee’s questions can range widely.)

If, subsequently, it is discovered that the evidence has unwittingly contained factual errors, these should be made known to the Panel/Committee via the relevant Scrutiny Officer as soon as possible after this discovery.

DISCUSSION OF POLICY

States’ employees should, as far as possible, confine their evidence to questions of fact and explanation relating to their Committee’s policies and actions. They should be ready to explain –

All comments by States’ employees on the policies and actions of their Committee should respect and be in accordance with the political impartiality of the Public Service.

States’ employees should also avoid being drawn into discussion on the merits of alternative policies where this is politically contentious. If employees are pressed by the Panel/Committee to make such comments then they should recommend that such questions be referred to the Committee President.

Discussions or questions during the course of a Panel/Committee meeting taken in open session might move into areas which are considered confidential and/or sensitive in accordance with the criteria set out in the attached Appendix. Employees should identify to the Panel/Committee the nature of the information that is being sought and indicate that they feel unable to provide such information in an open evidence session without further authority. Subsequent to the meeting, the employee should refer the matter to his or her Chief Officer in order that it can be resolved, and subsequently to the Committee President if necessary.

Even in closed session there may be very rare occasions when an employee is concerned about the release of highly confidential and sensitive information, particularly where this appears not to be relevant to the Panel’s line of enquiry. In such circumstances, the employee should indicate their concerns about revealing such information without further authority and indicate that s/he will refer the matter to the Chief Officer for resolution, and to the Committee President if necessary. Subsequently, the Committee President will discuss the matter with the Chair of the Panel/Committee.

WRITTEN REPORTS

It is quite likely that a Scrutiny Panel and Public Accounts Committee will seek written replies to certain questions in advance of a Panel/Committee hearing. As is the case with oral evidence, States’ employees should act within the rules that have been set out above with regard to the provision of such information. If there is doubt about the provision of any information then this should be discussed with the Chief Officer, and subsequently with the Committee President if necessary.

If a request for information is considered excessive and would incur a significant cost or diversion of effort by the employee or others, the matter should be referred to the Committee President for discussion with the Chairman of the Scrutiny Panel or Public Accounts Committee in order to see how it can be resolved.

INTER-DEPARTMENTAL LIAISON

Where the particular subject matter of an enquiry by a Panel/Committee spans the work of more than one Department, it is important that the Department with the predominant role takes the lead to ensure that the evidence given is co-ordinated and consistent. Where there is no clear predominant Department, the Chief Executive, Policy and Resources Department, should decide who should take the lead.

MATTERS WHICH MAY BE SUB JUDICE

Scrutiny Panels and the Public Accounts Committee are subject to the same rules in connection with matters awaiting the adjudication of the courts. Thus, if States’ employees believe that a matter of such nature may arise, they should contact the relevant Scrutiny Officer to establish whether the Panel/Committee is aware of this. In addition, employees should take care in discussing or giving written evidence on matters which may become the subject of litigation. In such circumstances, employees should ensure that advice is obtained from the Crown Officers to establish the limits of the information that would be permissible to release to the Panel/Committee.

DISCIPLINARY MATTERS

Responsibility for carrying out investigations into the conduct and behaviour of individual States’ employees rests with the employer. If a Scrutiny Panel seeks to allocate individual criticism or blame through questioning States’ employees, it is appropriate in those circumstances for the employee to request the matter to be referred to their Chief Officer in order that the appropriate investigation might be carried out in accordance with established procedures and with appropriate safeguards for the individual(s) concerned. Thereafter, answers to the Panel’s questions should not be provided. Subsequently, the Chief Officer should provide information relating to the outcome of the investigation to the Panel/Committee, with the appropriate level of confidentiality being applied.

COMMENT ON EVIDENCE FROM OTHER WITNESSES

Evidence provided by others to the Panel/Committee which is critical of a department may be given after the departmental representatives have already given their evidence. In such circumstances it is open to the Department’s Chief Officer to respond to the criticisms, and to forward this response on to the relevant Scrutiny Officer for consideration by the Scrutiny Panel or Public Accounts Committee.

AFTER THE PANEL MEETING

After the hearing, a copy of the transcription, if one is to be prepared, or a summary of evidence will be sent to the officer or officers who have given evidence to the panel, and the officer(s) will therefore have the opportunity to comment on the draft before it is finalised. Any proposed amendments should be discussed with the relevant Scrutiny Officer. (A copy of the CD Rom on which the evidence was recorded can also be made available.) In the event that the Officer has made any factual omissions during the hearing, he/she should provide such information to the Scrutiny Officer within seven days.

CONCERNS ABOUT THE PANEL’S/COMMITTEE’S APPROACH

If an officer is concerned at the manner in which s/he has been dealt with by a Panel/Committee, the matter should be raised, in the first instance, with her/his chief officer. If it is considered appropriate, the chief officer could broach the matter with the President of her/his Committee, who could then pursue the matter with the Chair of the relevant Panel/Committee. If the President considers that the matter has not been satisfactorily resolved, s/he could then refer the matter to the President of the Privileges and Procedures Committee for resolution.

Policy and Resources Committee

6th May 2004

APPENDIX

INFORMATION TO BE CONSIDERED SENSITIVE FOR THE PURPOSES OF PRESENTING TO A SCRUTINY PANEL/PUBLIC ACCOUNTS COMMITTEE

(The criteria set out below are drawn from the Code of Practice on Public Access to Official Information (P.38/99), Part III, paragraph 3.2)

 For the purposes of appearing before a Scrutiny Panel/Public Accounts Committee, the following information should be considered to be of a confidential and sensitive nature:-

(a) such disclosure would, or might be liable to -

(i) constitute an unwarranted invasion of the privacy of an individual;

(ii) prejudice the administration of justice, including fair trial, and the enforcement or proper administration of the law;

(iii) prejudice legal proceedings or the proceedings of any tribunal, public enquiry, Board of Administrative Appeal or other formal investigation;

(iv) prejudice the duty of care owed by the Education (Sport and Culture) Committee to a person who is in full-time education;

(v) infringe legal professional privilege or lead to the disclosure of legal advice to an authority, or infringe medical confidentiality;

(vi) prejudice the prevention, investigation or detection of crime, the apprehension or prosecution of offenders, or the security of any property;

(vii) harm the conduct of national or international affairs or the Island’s relations with other jurisdictions;

(viii) cause damage to the economic interests of the Island;

(ix) prejudice the financial interests of an authority by giving an unreasonable advantage to a third party in relation to a contract or commercial transaction which the third party is seeking to enter into with the authority;

(x) prejudice the competitive position of a third party, if and so long as its disclosure would, by revealing commercial information supplied by a third party, be likely to cause significant damage to the lawful commercial or professional activities of the third party;

(xi) prejudice the competitive position of an authority; 

(xii) prejudice employer/employee relationships or the effective conduct of personnel management;

(xiii) constitute a premature release of a draft policy which is in the course of development;

(xiv) cause harm to the physical or mental health, or emotional condition, of the applicant whose information is held for the purposes of health or social care, including child care;

(xv) prejudice the provision of health care or carrying out of social work, including child care, by disclosing the identity of a person (other than a health or social services professional) who has not consented to such disclosure;

(xvi) prejudice the proper supervision or regulation of financial services;

(xvii) prejudice the consideration of any matter relative to immigration, nationality, consular or entry clearance cases;

(b) the information concerned was given to the authority concerned in confidence on the understanding that it would be treated by it as confidential, unless the provider of the information agrees to its disclosure.