What was a £30,507.67 ex-gratia payment made by Wirral Council for?

What was a £30,507.67 ex-gratia payment made by Wirral Council for?

What was a £30,507.67 ex-gratia payment made by Wirral Council for?

                                                 

Each month Wirral Council publishes a monthly list of all payments over £500 made to suppliers and agencies and a particular entry from January 2015 caught my eye.

A £30,507.56 payment was made on the 30th January 2015 to a firm of solicitors called Jackson & Canter. So what you might say, doesn’t Wirral Council seek legal advice quite often?

It was the description of the payment that caught my eye as it was down as “Ex-Gratia Payments”. So what is an ex-gratia payment? Well it’s probably a voluntary payment to a former employee, by Wirral Council without Wirral Council admitting liability.

Back in April 2012 councillors agreed that “all Compromise Contracts except those to settle litigation and those requiring a payment of £30,000 or less” would be decided by councillors instead of officers. In addition to this a report on compromise contracts agreed was supposed to be brought to each meeting of the Employment and Appointments Committee.

The compromise contracts for both David Garry and Bill Norman happened in this way with councillors making the final decision on them.

The whole definition of a ex-gratia payment is that there’s no legal obligation to make it. This notice of motion agreed by Council shows when the change was made.

So, what’s this payment of £30,507.56 for (and let’s hope it’s not to pay someone to keep quiet about something)? Should councillors have agreed to it? Have constitutional changes made to Wirral Council’s constitution since 2012 meant that what was agreed by politicians 2012 is no longer the case and officers have the final say on such matters (if so when did that change get made and does it overrule what Council agreed)? If the payment was made to a senior officer (or a former senior officer) is there a public interest in the public knowing who it was made to?

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Norman's bill just keeps on rising, £7,883.88 for external legal advice on setting a budget when he wasn't there

Norman’s bill just keeps on rising, £7,883.88 for external legal advice on setting a budget when he wasn’t there

Norman’s bill just keeps on rising, £7,883.88 for external legal advice on setting a budget when he wasn’t there

                                                                  

Every year Wirral Council has to set a budget for the next year. In fact Wirral Council have been doing this since 1974 (and probably in shadow form for the year before that).

For some reason in 2013, at Wirral Council someone decided to ask Frances Woodhead of Eversheds (a legal firm) for advice. Ironically (considering what happened to Bill Norman) she lists on Evershed’s website her experience on “Advising on sensitive senior officer dismissals” and her experience as “Director of Legal Services at Sheffield City Council”.

Now this however is the interesting point, Bill Norman as regular readers of this blog knows left Wirral Council getting a payment of £146,416 in September 2012 and the Investigation and Disciplinary Committee found “no case to answer”. So after this point he was no longer an employee of Wirral Council.

Yet these invoices relate to advice given in February 2013 for the 2013/14 budget, five months after Bill Norman was no longer employed by Wirral Council! Were Eversheds not told he had left? Who was Frances Woodhead advising if it wasn’t actually Bill Norman as stated on the invoice (who was no longer employed by Wirral Council)? The invoices quite clearly show travel expenses of £61.40 which means somebody must have travelled somewhere to meet someone (who obviously wasn’t Bill Norman)!

What was it about the 2013/14 Budget that required nearly £8k of legal advice anyway?

Budget setting legal costs £4680 00p Counsels fees May 2013
Budget setting legal costs £4680 00p Counsels fees May 2013
Budget setting legal costs £3203 88p Bill Norman Frances Woodhead March 2013
Budget setting legal costs £3203 88p Bill Norman Frances Woodhead March 2013

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Did officers breach Wirral Council’s constitution when they sent out the eviction notice for Fernbank Farm?

Did officers breach Wirral Council’s constitution when they sent out the eviction notice for Fernbank Farm?

Did officers breach Wirral Council’s constitution when they sent out the eviction notice for Fernbank Farm?

                        

This is the story about what happened behind the scenes when the tenants of Fernbank Farm were sent an eviction notice in the July of 2012. However before this tale starts I need to explain about some of the people involved.

Bill Norman

The person above is Bill Norman. He was the Council’s Director of Law, HR (which stands for human resources) and Asset Management. On the 27th June 2012 he was suspended from work because of how the Colas contract was awarded, however it is important to point out that in September councillors found there was “no case to answer” with regards to wrongdoing on Bill Norman’s part. By this time his post had been made redundant so he signed a compromise contract and left the employment of Wirral Council and got a golden goodbye of £151,416 (comprising of £112,848 termination payment, £28,568 redundancy payment, £5,000 legal costs and £5,000 legal costs direct to Bill Norman). This brings us now to the next person.

Surjit Tour

Surjit Tour is the person on the left of this photo. During the period Bill Norman was suspended, (that is from 27th June 2012 onwards) he was Acting Director of Law, Human Resources and Asset Management.

On Friday 13th July 2012 an eviction notice was signed and so was a letter accompanying the eviction notice. The letter and two copies of each eviction notice were sent out to each tenant with a request that the second copy of the eviction notice was returned to Wirral Council.

The letter used is below and below that page one of the eviction notice (you can click on it for a more high resolution version). I have erased from both documents the home address of the tenant it went to, the name of which tenant it went to and the signature of the tenant from the copy of the eviction notice returned.

Letter accompanying eviction notice
Letter accompanying eviction notice

Eviction notice
Eviction notice (page 1)

Wirral Council has a constitution which determines how decisions are made and whether they’re made by officers or councillors. The detail of this was determined by a very dull bit of Wirral Council’s constitution at the time called Schedule 4: Scheme of Delegation to Officers.

Under section 38 it details the responsibilities of the Director of Law, HR and Asset Management.

“The Director of Law, HR and Asset Management is authorised,
….
In respect of Property Management functions:

(12) Authorise the grant and renewal of leases, tenancies and agreements of land and premises at current market rentals subject (where appropriate) to the receipt of satisfactory references and planning consent and (as appropriate) the termination thereof.

(14) Approve the review of rents reserved by existing leases and tenancy agreements of Council land and property at current market rental levels.

In respect of trading standards, environmental health and related functions and responsibilities:
(46) Subject to paragraph (2) below, take any action under any relevant legislation (and related statutory instruments) including, where relevant (but not limited to), the service of notices
….
Relevant legislation under this paragraph shall include but is not limited to:

Landlord and Tenant Acts 1954, 1985 and 1987″

Now obviously Bill Norman couldn’t authorise the renewal of the lease or approve an increase in rent or agree to an eviction notice being served because he was suspended so he would have hardly been given a look at this before it was sent out!

Section 14 deals with this eventuality (note the Director of Law, HR and Asset Management is one of the officers referred to in paragraph 2):

“In the event of a Chief Officer referred to in paragraph 2 not being available for whatever reason, his/her Deputy (or, where there is no officer designated as such, the next most appropriate senior officer of the department) shall be authorised to implement approved delegated arrangements.”

Now as Acting Head of Law, HR and Asset Management while Bill Norman was suspended, Surjit Tour was deputising for Bill Norman during his suspension. However Surjit Tour’s signature does not appear on the letter or the eviction notice.

Section 3(a) states

“3. (a) Unless otherwise provided for within this scheme every officer listed in paragraph 2, may authorise officers in his/her department/service area to exercise on his/her behalf, functions delegated to him/her. Any decisions taken under this authority shall remain the responsibility of the relevant officer named in paragraph 2 above and must be taken in the name of that officer, who shall
remain accountable and responsible for such decisions.”

However Bill Norman couldn’t authorise officers in his department to exercise functions on his behalf as he was suspended! However the letter went out in his name. Bill Norman’s name was at the top right of the letter and the person signing it had below their name “Director of Law, HR and Asset Management”.

Here’s a comparison between Surjit Tour’s signature (below) and the signature on the eviction notice.

comparison of signature on eviction notice to Surjit Tour's

Here’s the signature used on the letter (again it wasn’t Surjit Tour’s):

letter signature

So to conclude, the letter and eviction notice about the Fernbank Farm lease should’ve both been signed by the Acting Director of Law, HR and Asset Management (but weren’t). Instead they both went out in the name of Bill Norman (who was suspended). Bill Norman can’t have seen the letter and eviction notice before it went out, therefore how could he have authorised the officers that did sign the letter and eviction notice to do this on his behalf? If the signatures had been on someone else’s behalf pp would have been put before the signature to show that they were signing on behalf of someone else. This didn’t happen.

If Surjit Tour agreed to other officers signing the eviction notice and letter on his behalf (instead of signing them himself), then he didn’t have the authority under the constitution to do so as he was only Acting Director of Law, HR and Asset Management.

I think the most likely eventuality is that junior officers, who weren’t authorised under the constitution to make such decisions, signed the letter and eviction notice because Bill Norman was suspended and therefore unavailable. Surjit Tour should’ve been asked to do it, but if he had been asked, then why wouldn’t his signature be on the documentation? Therefore this seems to have been done without his knowledge.

So what are your views on this? Did junior officers sign off on something and make an unconstitutional decision? Is this maladministration? If the decision wasn’t properly made in the first place but Wirral Council went to court and got a possession order, what should happen next? Is this what Wirral Council mean when in a later letter dated 14th March 2014 they state “I do not believe the authority intentionally used the wrong letter in July 2012.”?

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Notices, Bill Norman’s letter and David Dickenson takes the stand in Wirral Council v Kane and Woodley (Fernbank Farm)

Notices, Bill Norman’s letter and David Dickenson takes the stand in Wirral Council v Kane and Woodley (Fernbank Farm)

Notices, Bill Norman’s letter and David Dickenson takes the stand in Wirral Council v Kane and Woodley (Fernbank Farm)

             

Wirral Council v Kane and Woodley (case 3BI05210)
Birkenhead County Court
13th February 2014
Court Room 1

Continues from 2 notices, 1 attendance note & confusion over witness statements in Wirral Council v Kane and Woodley (Fernbank Farm)

The notices
District Judge Woodburn asked people to go to page twenty-two in the bundle and either page eighteen or twenty-two with the page numbering being in the bottom right hand corner. Sarah O’Brien, barrister for Wirral Council pointed out that it was in the second section. District Judge Woodburn asked one of the two defendants to read the top line. She replied “landlord notice”. He asked the two defendants if they had both received a notice? One of the defendants replied “no just myself”. District Judge Woodburn said he’d have to hear evidence over who received the notice.

Sarah O’Brien, barrister for Wirral Council said that recorded delivery receipts for the notices were in the bundle. District Judge Woodburn said it would still have to be proven. He asked how long they would be waiting for the notice? Sarah O’Brien, barrister for Wirral Council said that she’d ask her solicitor to pop outside and find out. District Judge Woodburn said there was no point starting before they had all the evidence. He said that Carol Kane said that she had received a copy and asked her if she’d read it?

Bill Norman’s letter
Carol Kane confirmed that she’d read it and said that the same day she had also received a letter from the Town Hall from Bill Norman, Head of Law which asked her to enter into negotiating fresh terms. District Judge Woodburn asked a further question to which Carol Kane replied with no and added that she started negotiating with David Dickenson. District Judge Woodburn said he would come back to that evidence. He referred to evidence of the delay of David Dickenson and that it was now 11.20 am, he didn’t know how long Wirral Council’s enquiries would be.

David Dickenson from Dickinson's Real Deal
Wirral Council’s witness wasn’t David Dickinson from Dickinson’s Real Deal and not once used phrases like “cheap as chips” but instead was an asset management surveyor working for Wirral Council

David Dickenson
Sarah O’Brien, barrister for Wirral Council referred to the legal validity of the note. She said that David Dickenson was there and that she’d sent someone else out. District Judge Woodburn said “let’s hear from David Dickenson”. David Dickenson went to the witness stand and said, “I swear by Almighty God to tell the truth, the whole truth, and nothing but the truth.”

District Judge Woodburn thanked him and asked for his full name. He replied “David John Dickenson” and that he was an “asset management surveyor”. District Judge Woodburn asked who he was employed by to which he responded “Wirral Council”.

Sarah O’Brien, barrister for Wirral Council referred to a section in the bundle, District Judge Woodburn asked her for the page number. She replied page twenty-five and that the next page was the witness statement. She asked David Dickenson if he had signed the four page witness statement and whether it was true. To both questions he answered “Yes”. Sarah O’Brien said she had no additional questions.

District Judge Woodburn said that Mrs Kane and Mrs Woodley now had an opportunity to put any questions to David Dickenson about the notice or what Mr. Dickinson did in relation to the notice. He said that the defendant didn’t have to stand up to do so.

Mrs Kane asked Mr. Dickinson if he was aware of the letter from Bill Norman? David Dickenson replied with a question of wasn’t the letter sent with the notice? Carol Kane answered no and pointed out that she had asked him a question. David Dickenson again responded with a question and asked Carol Kane what it referred to? Carol Kane said the letter was sent by recorded delivery and asked her to make contact with a view to negotiating final terms. She asked David Dickenson, “Did I not do this?”

David Dickenson said that he had spoken about the notice with her, however the position had changed as he’d been instructed not to agree a new lease. Carol Kane asked him to confirm that she had spoken with him twice since 2011 to which he answered “yep”. Carol Kane said she had made at least eighteen phone calls to him trying to negotiate a new lease. She referred to what was happening before 31st May.

David Dickenson replied that he’d been instructed by his manager and he was not disputing Carol Kane’s version of events. He said that they “never agreed anything”. Carol Jane asked a question about the lease? David Dickenson replied originally in 2008. Carol Kane said that in 2011 she had not heard from Wirral Council for three years about renewing the lease, however she had been told that someone would “be in touch shortly” about renewing the lease. She asked why Bill Norman had sent her that letter?

Mr. Dickenson said the letter was sent with the section 25 notice and that she was referring to a letter from Wirral Council’s legal department. District Judge Woodburn asked what page number it was? Carol Kane said it was “in that bundle”, District Judge Woodburn instructed Carol Kane to show the letter to Sarah O’Brien. District Judge Woodburn asked if the letter was in the bundle. Sarah O’Brien said that she didn’t believe it was. Carol Kane said that a lot of papers were missing, but the missing papers had been hand delivered to the Town Hall.

District Judge Woodburn asked Carol Kane what she was saying in relation to the letter. Carol Kane answered that the letter basically says that Wirral Council want to renew the lease. District Judge Woodburn said something to David Dickenson. Carol Kane asked David Dickenson why did he ignore her? He replied when the interim housing policy changed he was instructed not to agree a new lease.

Carol Kane referred to letters she had receive from Wirral Council twelve years ago. David Dickenson replied that the letters were not from him. She again referred to the letter from twelve years ago. Mrs Kane asked David Dickenson why he had ignored her phone calls up to the end of April. She said that she had had to go into hospital and wanted it finished before the 31st May, she had emailed him about the 31st May. David Dickenson replied briefly to her.

Mrs Kane said that David Dickenson had told her “not to worry” as she had had to go into hospital for radium treatment. David Dickenson repeated that no further lease had been agreed. Carol Kane said that the lease had been signed and witnessed along with a copy of public liability insurance for £410 and all this had been sent to Wirral Council. She said that she had asked for David Dickenson eighteen or nineteen times and had spoken to a Mrs Carman who had told her that papers were missing. She asked a further question to David Dickenson about renewal of the lease.

David Dickenson replied “no lease was sent out”. Carol Kane said that it was in the bundle. David Dickenson replied that this was the lease from 2008. District Judge Woodburn asked if it was from 2008? Carol Kane replied that it had been the same lease for forty years and that since the start of the original lease a hedge had grown to eighteen feet high. District Judge Woodburn said she could return to her questions to David Dickenson before he gave an opportunity for Mrs Woodley to ask questions.

Carol Kane asked David Dickenson why he didn’t answer her phone calls? He answered that he had been told not to renew the lease. She asked why he had been ignoring her since the October before? David Dickenson referred to the interim planning policy and that he had been instructed to by his manager Tony Simpson.

Continues at Mr Dickinson only following orders & describes cancer patient as “unwell” in Wirral Council v Kane and Woodley (Fernbank Farm).

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Why did Martin Morton call for three councillors to resign?

Why did Martin Morton call for three councillors to resign?

Why did Martin Morton call for three councillors to resign?

                                 

Before I go any further I will point out the following. This is with regards to Martin Morton’s statutory complaint of the 9th February 2010 involving Cllr Moira McLaughlin, Cllr Denise Roberts and Cllr Pat Williams. This was superseded by a more detailed complaint on 26th February 2010 which also included former Cllr Ann Bridson. This is about the former complaint, not the latter.

Ultimately the Standards Board for England in August 2011 issued decision notices on the complaint for Cllr Pat Williams, Cllr Moira McLaughlin, Cllr Denise Roberts and former Cllr Ann Bridson. All decision notices stated that no further action should be taken.

In each decision notice Standards for England stated “I would comment that it may be for the Council’s Monitoring Officer and Standards Committee to examine the findings of the investigation into the charging policy when if concludes and then consider the role of individual members.”

However the Anna Klonowski Associates report states on page 52 at 6.8.3/6.8.4 “A separate standards complaint had been submitted to Wirral Council’s Standards Committee in relation to certain Member conduct issues associated with this group and was referred to Standards for England” and “Whilst this matter was being investigated by Standards for England the consultant was specifically instructed by the Council not to prejudice the investigation, therefore matters relating to the conduct of Members in relation to this matter were deemed outside the terms of reference for this review.”

In a letter dated 31st March 2011 from Surjit Tour to Standards for England (reference ST/SfE2010/04) he states on page 2 “Following the May 2010 elections, the new Leader of the Council commissioned an inquiry into, inter alia, the issues raised by Martin Morton concerning the manner in which charges were raised by the Council. The Panel’s Chairperson was of the view, having liaised with members of the Initial Assessment Panel sitting on 8 April 2010, that the circumstances and facts involved in Mr Morton’s complaints, would overlap with those likely to be considered by the inquiry. Accordingly it was considered appropriate to await the outcome of the inquiry given that one of the options available to the Panel, namely to refer the matter for investigation, could potentially conflict with the inquiry.”

However back to what was alleged that councillors had done in Martin Morton’s original complaint. I’ll first deal with question 4 which is basically “Please explain in this section (or on separate sheets) what the member has done that you believe breaches the Code of Conduct.” Below is verbatim what was put in answer to that question.

I contacted Monitoring Officer Bill Norman seeking guidance in relation to this matter on 24th December 2009, having failed to elicit a response I have contacted Standards for England who have advised me to submit this complaint in accordance with Wirral Council procedures.

The full extent of the complicity of the named Councillors in the institutional financial abuse of people with learning disabilities has only recently become apparent following discovery of relevant documentation and by recent declarations of interest at Council meetings (see links below).

The specific details of my complaint are as follows:

Unlawful charges (currently identified at £241K but in reality at least double that sum) that were imposed upon people with learning disabilities at supported living establishments in Bermuda Road, Curlew Way and Edgehill Road and were levied with the full knowledge of the three Councillors identified in this submission.

However it should be noted that although many Councillors are implicated in this case Cllrs Williams I McLaughlin and Roberts are particularly culpable in terms of the Code of Conduct for Members for the following reasons:

An email sent by Jan Johnson on behalf of the director of Social Services on 27th January 2005 on behalf of the Director of Social Services at this time (Kevin Miller) indicates that he has chosen Cllrs McLaughlin, Williams, Roberts and Leslie Thomas to be part of “a members working group meeting to consider charging policy options”.

The minutes of the Charging Policy Consultation group dated 22nd August 2005 (see minutes) firmly establishes that each of the 3 Councillors were aware that the “Special Charging Policy” applied at the 3 properties named above were deemed as “unfair” (and therefore “unlawful”).

None of these Councillors saw fit to suggest that the people who had been unlawfully charged should be reimbursed and accepted that there was “unfairness in the system”* (Mike Fowler – Head of Finance DASS).

*It should be noted that this “unfairness” involved in some cases charges in excess of £100 per week and took place over a number of years. Meanwhile other vulnerable people in the same circumstance paid NOTHING.

That financial abuse took place has been firmly established following the publication of a Public Interest Disclosure Act report by the Audit commission in August 2008 and the unravelling of a cover-up at subsequent meetings of the Audit & Risk Management Committee between September 2008 – November 2009, however the specific substance of this complaint is as follows:

Cllr.Williams (ineptly) chaired a Grievance Appeal Hearing in July 2007 where one of the main issues of my grievance/whistleblowing allegations was the unlawful charges outlined above.

She failed to declare an interest despite her participation in ,the charging policy working group and should NEVER have chaired my Appeal “hearing” .

Her bias at this hearing is evidenced by the following opening exchange (there are partial minutes of this meeting corroborating this exchange):

Cllr W: “What outcome do you want from this hearing?”
Myself: “An external investigation by the Audit Commission” (which is
ironic because I eventually achieved this and was vindicated in ALL
aspects of my complaint)
Cllr W: Mr.Miller do Mr.Morton’s complaints warrant an investigation by
the Audit Commission
Kevin Miller: No they don’t
Cllr W; There, you have your answer Mr.Morton
Colin Hughes ( Wirral Council: Legal Dept) : Well I think we need to hear
the case first ….. ..

Subsequently (and revealingly) Kevin Miller on his last day of employment with Wirral Council on 31 st October 2007 left a “file note” on my personnel file stating thus:

“I can confirm that following the withdrawal of his grievance to members appeal by Mr Martin Morton I offered the Councillors who were on the appeal panel the opportunity of a briefing after the hearing.

At a later dated (sic) I briefed Councillor P M Williams to ensure that any concerns that she and her fellow members may had regarding issues raised by Mr Morton were not ignored. I also took the opportunitY to arrange for Maura Noone, Head of Service, Commissioning, Health and Wellbeing to join us to answer any queries”.

When I requested the same privilege that had been afforded to Mr.Miller and Ms.Noone and that I was given the opportunity to meet with Cllr.Williams and to disabuse her of the notion that there was nothing to be concerned about However this was DENIED to me in a letter dated 7th December 2007.

Cllr Williams recalls the briefing with Mr.Miller and Ms.Noone and states:
“During that briefing I was satisfied that the officers in the Adult Social Services Department had dealt honestly and competently with some very difficult problems ….. “.

As subsequent events have proven Adult Social Services senior management did not demonstrate honesty or competence in this particular case.

However what I did not know at the time was that Cllr.Williams had known about the unlawful charge since 2005 and was therefore was both implicated the institutional financial abuse of vulnerable people.

I therefore maintain that in failing to declare a prejudicial interest Cllr.Williams was complicit with a cover-up of financial mismanagement and gross maladministration.

I would suggest that Cllr.McLaughlin appears to have a friendship which precludes her from undertaking her role with due impartiality.

Wirral Council website records how Cllr.McLaughlin declares an interest at Council meeting 15/12/08 and Cabinet 6/11/08 on the following grounds:

“Prejudicial- due to a friendship with a potentially interested party”

This friendship has ears to preclude her ( as the Cabinet Member) from contributing to any debate relating to the financial abuse of vulnerable people, thereby sidestepping the issue that once again she was aware of the unlawful charges as part of the charging policy review group organised by former director Kevin Miller, whom I am suggesting is the friend to whom Cllr.McLaughlin refers to In her declarations of Interest.

Therefore Cllr.McLaughlin clearly regards her personal friendship to take precedence over her responsibility as Cabinet member to uphold the rights of some of the most vulnerable people in society.

Cllr.Roberts has only recently declared an interest.

She certainly didn’t declare an interest at full Council meeting on November 2nd 2009 where she moved an amendment to deny a full independent investigation into the abuse case with a speech (which she has kindly forwarded) which includes the following statements:

“We are not dealing with hidden wrongdoing and corruption that needs to be rooted out and punished …………… we are dealing ,in short, with a period of intense stress, high staff turnover, chaos and confusion, dating back ten years or more, some of which led to the Department being
placed in Special measures …… This is not to excuse what happened …….. There were clearly significant and serious management failings, which we all recognise ……… There is absolutely no reason to commission yet another Investigation into areas that have already been exhaustively
covered by the Council”.

Needless to say Cllr.Roberts fails to declare her involvement with the charging policy review group and the fact that she knew about the unlawful charges during this speech.

Moreover there has NEVER been an investigation into areas that have already been exhaustively covered by the Council”.

If they had Cllr.Williams, McLaughlin and Cllr.Roberts complicity would have been uncovered.

Cllr.Roberts motives becomes even more questionable when you consider that she has only recently declared an interest (alongside Cllr.McLaughlin at the Health and Well Being Overview and Scrutiny Committee on 19th January 2010) both citing “their friendship with an interested party”.

Consequently I believe that all three of the above Elected Members are in serious breach of ALL the The Ten General Principles outlined in the Code of Conduct for Members.
Additionally I would make specific reference to the general provisions of Wirral Council’s code In relation to:

5. “you must not conduct yourself in a manner which could reasonably be regarded as bringing your office or authority into disrepute”
12c. “you must not seek to improperly to influence a decision about that business”

Cabinet report of 1 December 2005
http://www.wirral.gov.uk/minute/viewagenda.asp?mtg=1577#20
Social Care Select Committee of 14th Feb 2005-
http://www.wirral.gov.uk/minute/viewmins.asp?mtg=1518

Select Committee of 18th January 2005 –
http://www.wirral.gov.uk/minute/viewmins.asp?mtg=1476
Cabinet 24 January 2007
http://www.wirral.gov.uk/minute/viewmins.aso?mtg=1959#231

In answer to question 6 “Please indicate the remedy or remedies you are looking for or hoping to achieve by submitting this complaint.” Mr. Morton put “Consequences that are commensurate with the seriousness of the allegations, This ultimately means only one course of action: resignation.”

Attached to the complaint was the email below, speech of Cllr Roberts (also below) and the notes of the Charging Policy Working Group.

Mike
For information
Jan
—-Original Message—-
From: Jan Johnson (Social Services)
Sent: 27 January 2005 14:09
To: Moira McLaughlin (Councillor); Patricia Williams (Councillor); Leslie Thomas (Councillor): Denise Roberts (Councillor)
Subject: CHARGING POLICY REVIEW GROUP
Importance: High

Sent by Jan Johnson on behalf of the Director of Social Services

Dear Councillors
The Director has asked me to arrange a members working group meeting to consider charging policy options (minuted at the last Select Committee). I would be grateful if you could let me know your availability for Tuesday 8th February following the Lib Dem briefing around 6.00 – 6.30 p.m.

Many thanks.

Jan

Jan Johnson
PA to Director
Tel: 0151 666 3650
Fax: 0151 666 4747

Denise Robert’s speech

This matter has now been the subject of intensive investigation by the Audit Commission and by the Council’s own Internal Audit.

A number of key reports have been produced and there are further reports for consideration on the Agenda of the Audit and Risk Management Committee tomorrow.

Let’s be quite clear what we are dealing with here, and what we are not dealing with.

  • We are not dealing with intentional fraud.
  • We are not dealing with decisions taken in malice.
  • We are not dealing with decisions taken for personal gain.
  • We are not dealing with hidden wrongdoing and corruption that needs to be rooted out and punished.

What we are dealing with, quite frankly, is a mess that needs to be sorted out.

  • We are dealing with honest decisions on charging taken at a time when there was no national guidance, which, in hindsight, could have been different.
  • We are dealing with decisions which were intended to improve the life of those moving from residential accommodation, where they had little disposable income, to supported living, where they had higher levels of disposable income.
  • We are dealing with decisions that, none the less, may have set charges too high, and then failed to review them.
  • We are dealing with people trying to do the best job they could, and that best job just not being good enough.
  • We are dealing with decisions not taken when the first opportunity to change things presented itself.
  • We are dealing with decisions taken, but not fully implemented.
  • We are dealing with a lengthy delay from the introduction of national guidelines on charges to their implementation in practice.
  • We are dealing, in short, with a period of intense stress, high staff turnover, chaos and confusion, dating back ten years or more, some of which led to the Department being placed in Special Measures.

This is not to excuse what happened. There were clearly significant and serious management failings, which we all recognise.

It is right and proper that these failings should be properly investigated, and we have formally thanked Mr Morton for bringing these to the Council’s attention.

It is also right and proper that every effort is made to ensure these failings cannot happen again, and that procedures are put in place so we can be absolutely sure they won’t happen again.

It is also absolutely right and proper that any individual who may have been overcharged should be compensated for that overcharging.

A recommendation has already been made by the Audit and Risk Management committee to reimburse service users at Bermuda Road, Curlew Way and Edgehill Road, Moreton for overcharging between April 2003 and February 2006 and we welcome that.

A further report is being heard by members of that committee tomorrow night which looks at whether or “not compensation should be paid for the period between 1997 and April 2003.

There is also a detailed report on the agenda from the Director of Social Services setting out the progress made in addressing the failures identified and ensuring they cannot happen again.

There have been allegations made of bullying against the whistleblower and Cabinet has already instructed the Director of Law, HR and Asset Management to initiate an investigation into these allegations and this will be carried out by an outside, independent person.

There is absolutely no reason to commission yet another investigation into areas that have already been exhaustively covered by the Council.

Measures have now been taken to put things right, and further measures have yet to be considered by the Audit and Risk Management Committee.

It’s time now to move forward, and look to the future and to much of the excellent work now being carried out by the Department of Adult Social Services.

Drawing this process out any further will serve no real purpose.
I urge you to support this amendment.

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