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Review of the 2008/09 use of resources assessments

Review of the 2008/09 use of resources assessments. SDCT – annual meeting 4 December 2009. Introduction. This session covers: Current status of the 2008/09 UoR assessment 2008/09 performance overview Overview of each theme Learning from year 1 The approach for 2009/10

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Review of the 2008/09 use of resources assessments

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  1. Review of the 2008/09 use of resources assessments SDCT – annual meeting 4 December 2009

  2. Introduction • This session covers: • Current status of the 2008/09 UoR assessment • 2008/09 performance overview • Overview of each theme • Learning from year 1 • The approach for 2009/10 • Audit Commission national studies and links to UoR

  3. 2008/09 assessment: current status • Review period concluded on 27 November • Embargoed organisational assessment reports being issued to authorities • CAA reporting on Oneplace website from 9 December

  4. 2008/09 assessment: performance overview • New, more demanding assessment supporting CAA • Broader scope and greater focus on outcomes – so can’t compare directly with previous assessments • Best performing theme across all sectors is Managing Finances • Least well performing theme is Managing Resources • Unable to share detailed scores at this stage ahead of completion of the review process and public reporting

  5. Managing finances theme • All sectors performed significantly better in this theme than the other themes • Possible reasons: • familiar areas being assessed • more consistency with previous UoR assessments • authorities more comfortable with financial focus • Authorities performed least well in KLOE 1.2 (understanding costs) • Strengths = medium term financial planning and financial standing • Areas for improvement = understanding costs and linking to performance

  6. Governing the business theme • All sectors performed averagely in this theme compared to the other themes • Possible reasons: • some familiar areas being assessed • new KLOE on commissioning was challenging • Less focus on data quality and more focus on use of information • Authorities performed least well in KLOE 2.2 (data quality and use of information) • Strengths = governance, risk management, internal control • Areas for improvement = commissioning and use of information

  7. Managing resources theme • All sectors performed least well in this theme • Possible reasons: • 2 out of 3 KLOE new to the assessment • Unfamiliar areas to authorities • More corporate in scope • Authorities performed least well in KLOE 3.3 (workforce) • Strengths = understanding and quantifying use of natural resources • Areas for improvement = workforce planning and diversity

  8. Learning from year 1 • Sector national reports for local government, police and fire including analysis of the UoR scores to be published in mid December (after CAA reporting) • Will be accompanied by a list of overall, theme and KLOE scores for all authorities • Approximately 75 case studies from year 1 to be published on Audit Commission website • Specific guidance on identifying outcomes with examples of level 3 and 4 performance for each KLOE – will be available externally through the on-line UoR guidance

  9. Approach for 2009/10 • No changes to the UoR framework or methodology • No changes to the high level KLOE or focus points • Minimal changes to the guidance • Updates to reflect statutory changes, changes to the operational environment (e.g. economic outlook), and clarification of existing guidance where required • Risk based, proportionate approach by auditors building on baseline established for year 1 • Focus on what has changed since year 1

  10. Audit Commission national studies • Closer links between national studies and UoR • National studies support the KLOE • tools for audited bodies • case studies • National study programme for 2010 more financially focused

  11. Recent studies with direct relevance for UoR

  12. Planned LG national studies 2009/10 relevant to UoR • Crunch Time 3 (winter 2009/10) • All KLOE • Strategic financial management (spring 2010) • KLOE 1.1 • IFRS in local government (spring 2010) • KLOE 1.3 • Cost management (autumn 2010) • KLOE 1.2

  13. Summary • This session covered: • Current status of the 2008/09 UoR assessment • 2008/09 performance overview • Overview of each theme • Learning from year 1 • The approach for 2009/10 • Audit Commission national studies and links to UoR

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