Graham Burgess (Chief Executive) announces he will retire from Wirral Council on 31st December 2014

Graham Burgess (Chief Executive) announces he will retire from Wirral Council on 31st December 2014

Graham Burgess (Chief Executive) announces he will retire from Wirral Council on 31st December 2014

                                                      

graham_burgess

Above is Graham Burgess in July 2012 at the Council meeting that chose him as Chief Executive

Below is the text of a media release issued by Wirral Council and distributed by David Armstrong, Assistant Chief Executive to those at the Cabinet meeting this evening. Usually I don’t just reprint press releases, but as it’s late and it’s newsworthy I think people had better know.

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(Wirral Council logo)

MEDIA RELEASE FROM WIRRAL COUNCIL

October 9, 2014

Wirral Council Chief Executive, Graham Burgess announces his retirement

Wirral Council Chief Executive Graham Burgess informed tonight’s meeting of Wirral’s Cabinet that he is to retire on December 31, 2014.

Graham officially joined Wirral Council in September 2012. Previous to that, he had been Chief Executive of Blackburn with Darwen Borough Council, and remains a leading figure in the Local Government Association (LGA).

He said: ‘When I took up post, I said that first and foremost, my role was to help shape the transformation of Wirral. Wirral is now a very different place to when I arrived, and I feel now is the right time to hand over to let the next phase of this work begin.

‘I have enjoyed the opportunity to work with the organisations and communities that make Wirral a special place, and I will continue to take a strong interest in the borough’s future. I would like to thank the people I have worked with, including residents, Councillors, and staff for their hard work. There are many excellent people working for Wirral and I wish them every success as they take the authority forward.’

Councillor Phil Davies, Leader of Wirral Council today paid tribute: ‘Graham joined us at a very difficult time and has been a positive and transformational catalyst for change. I would like to thank him for galvanising a collective will to move forward positively and constructively.

‘I am sad to see him go. We have been a good partnership forged by a shared appetite for change and innovation. However. we will continue the positive progress already made, and look forward to choosing a new Chief Executive to continue to take us forward into the next phase.’

Before joining Wirral Council on a full-time basis, Graham had spent a considerable amount of time in Wirral, including as a member of the Council’s LGA-led Improvement Board.

Graham, who was born in and lives in Liverpool, was previously Chief Executive of Blackburn with Darwen Borough Council. He began working for Wirral Council as part of the LGA Improvement Board, after series of external reports highlighted major weaknesses in the authority.

Since taking up the post of Chief Executive on an interim basis, then later being permanently appointed to the role, Wirral has been selected as one of nine authorities to participate in the Public Services Transformation Network.

The Council’s improvement has also been named by the LGA as being the fastest turnaround of any Council in the country, and is held up by the LGA as an example of best practice.

Since Graham joined the authority, Wirral has made significant progress in managing the financial risks and challenges it faces. An independent ‘Value for Money,’ report, compiled by auditors Grant Thornton, and published in September, also found that Wirral had made significant progress in managing the financial risks and challenges it faces.

Ends

Follow Wirral Council on Twitter: www.twitter.com/WirralCouncil

For further information contact Gill Gwatkin, Press and PR Officer, Wirral Council, 0151 691 8360.

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What does an election year, Cllr Phil Davies, the Schools PFI contract, Lyndale School and the Wirral Schools Forum have in common?

What does an election year, Cllr Phil Davies, the Schools PFI contract, Lyndale School and the Wirral Schools Forum have in common?

What does an election year, Cllr Phil Davies, the Schools PFI contract and Lyndale School have in common?

                                                 

Councillor Tony Smith (Cabinet Member for Children and Family Services) at the Special Cabinet Meeting of 4th September 2014 to discuss Lyndale School L to R Cllr Stuart Whittingham, Cllr Tony Smith, Cllr Bernie Mooney and Lyndzay Roberts
Councillor Tony Smith (Cabinet Member for Children and Family Services) at the Special Cabinet Meeting of 4th September 2014 to discuss Lyndale School which was reviewed by the Coordinating Committee on 2nd October 2014 L to R Cllr Stuart Whittingham, Cllr Tony Smith (Cabinet Member for Children and Family Services), Cllr Bernie Mooney and Lyndzay Roberts

Added at 8/10 12:04 In response to a reader comment about this article, I am at the start of this adding a declaration of interest, in that my wife Leonora has the liability for Council Tax at the property we both reside. Council Tax is mentioned in this article. However it is already public knowledge that we both reside on the Wirral.

Earlier this year on the 16th June 2014 I made a FOI (Freedom of Information Act) request to Wirral Council for the PFI (private finance initiative) contract Wirral Council has for various schools (eight secondary, one primary and two City Learning Centres). That request was turned down on 9th July 2014 with the Council claiming section 43 (commercial interests) applied to the information. I requested an internal review of that decision on 9th July 2014 and am still waiting three months later for the result of that internal review!

In August 2014, as part of the 2013/14 audit using a right I have under s.15 of the Audit Commission Act 1998, I also requested a copy of the Schools PFI contract.

The next month (September 2014) I was asked to come and collect a paper copy of the contract from a Wirral Council building in Hamilton Square, Birkenhead, which it later turns out is incomplete and missing at least a few hundred pages (which I suppose is to be expected when you’re dealing with Wirral Council)!

One of the duller sides of journalism and blogging is the amount of reading you have to do to write properly about the topics you’re writing articles on. An alternative route is to just use a lot of quotes from experts. After all when I write about matters, people leave comments and sometimes ask follow-up questions in the comments or by email so I try and familiarise myself with the topic I’m writing about first so this can be easily done. This contract runs to 2031, costs ~£12 million a year and is with a company called Wirral School Services Limited (and others).

The day before yesterday I ploughed through the rest of the Schools PFI contract Wirral Council has with Wirral Schools Services Limited (at least the bit of it I have and isn’t missing). Some of the is haven’t been dotted and the ts crossed on the pages I have and there is a large chunk of it that is missing there are some bits I am unsure of. I’ve asked for the rest but how long that will take I’m not sure!

The contract has many boring details that even I find dull to read that I hope even you dear reader would not really find particularly interesting, such as details about school boilers, how many square metres rooms are in various schools on the Wirral & what colours the hot and cold water pipes are (although knowing my luck I’ll end up with a comment from an interested heating engineer telling me how much they’d love to read a detailed article about the building maintenance side of schools).

The Schools PFI contract also has the level of detail of the full names, NI numbers, dates of birth and other details of various employees employed to work at these schools such as cleaners and other staff. Wirral Council also runs the multi-£billion Merseyside Pension Fund, so there is an admission agreement with Merseyside Pension Fund to do with pension rights. There are pages and pages of details about staff as part of an admission agreement with Merseyside Pension Fund. I will however not be publishing such detailed information on living people as it would be a goldmine for ID fraudsters and the height of irresponsible journalism to publish dates of birth, NI numbers and names for large numbers of people!

In order to explain, I need to first write a summary about what this Schools PFI contract is about. This is based mainly on the index.

Part of it is a series of leases to Wirral Council for nine schools and other type of educational premises called city learning centres covered by the contract. At the end of the contract (2031 or earlier if the contract is terminated or modified) ownership of the schools and City Learning Centres reverts back to Wirral Council. Part of the contract is also for services provided at the schools and City Learning Centres such as school meals, caretaking, repairs to the buildings et cetera. Some information on this goes to the schools themselves, some to Wirral Council. There is also a joint liaison committee set up with people from Wirral Council and the contractor.

There are also variations within the contract to account for differences between the schools, for example from memory* (*the caveat is I don’t always remember things correctly and haven’t double checked this against the contract again) I think Leasowe Primary School uses a slightly different system for school meals to the other secondary schools.

Some of the contract also relates to transitional provisions from the previous supplier Jarvis. This applied really in the early stages of the contract.

It’s all very long and very complicated and unless you have an interest in the area or are involved with Wirral Council, one of the nine schools (which are Leasowe Primary, Bebington High, University Academy of Birkenhead (formerly called Park High), South Wirral High, Weatherhead High, Hilbre High, Prenton High, Wallasey High and Wirral Grammar Girls) or two City Learning Centres (Wallasey City Learning Centre and Hilbre City Learning Centre) involved or the contractors in some way it’s probably not very interesting to you. It also interestingly falls into the set of contracts that Wirral Council will be legally required to publish at some future stage in the coming weeks.

The contract is so long and heavy (even with the missing pages) that I had to familiarise myself with our manual handling procedures just to figure out how to lift it up (and am grateful to myself that I didn’t drop it on my foot).

The first section marked “Private and confidential” is an agreement between Wirral Borough Council [1] and Wirral Schools Services Limited [2] dated 9/9/2004 and is called “Deed of Amendment and Restatement relating to Wirral Schools PFI project”. Addleshaw Goddard (a law firm) are mentioned at the bottom which are I presume are the law firm that drafted it. This section is 10 pages. This was when it was renegotiated in 2004.

So Section 1 – “Deed of Amendment and Restatement relating to Wirral Schools PFI project” 9/9/2004 10 pages

Then there’s section two, which is a “CONFORMED COPY” of a project agreement dated 27/3/2001 between Wirral Borough Council and Wirral Schools Services Limited which was amended and restated pursuant to the “Deed of Amendment and Restatement” (I’ve just mentioned) dated 9/9/2004. Rowe & Maw or 20 Black Friars Lane, London are at the bottom of the title page, their ref is 617/343/476/27909.1. Rowe & Maw were a legal firm based in London, they then became Mayer, Brown, Rowe & Maw in 2002 and in 2007 shortened their name to Mayer Brown. Apparently now they are the 22nd largest law firm in the world.

Section 2 – “Project Agreement amended and restated pursuant to a Deed of Amendment and Restatement dates 9/9/2014” dated 27/3/2001 198 pages

Schedule 1 (Volume 1 of the schedules) between Wirral Borough Council and Wirral School Services Limited is mainly series of headleases and underleases for various schools:

Pt 1 Bebington Headlease (16 pages and refers to Land Registry title MS435412)
Pt 2 Hilbre Headlease (16 pages and refers to Land Registry title MS435411)
Pt 3 Park High Headlease (15 pages and refers to Land Registry title MS435414)
Pt 4 Prenton High Headlease (8 pages) * note the copy I have been given is partially incomplete as this is missing pg 9 and schedules 1-4
Pt 5 South Wirral High Headlease (15 pages and refers to Land Registry MS435824)
Pt 6 Wallasey Headlease * missing
Pt 7 “Not used”
Pt 8 Weatherhead Headlease * missing
Pt 9 Wirral Girls Headlease * missing
Pt 10 Bebington Underlease * missing
Pt 11 Hilbre Underlease * missing
Pt 12 Park High Underlease * missing
Pt 13 Prenton High Underlease * missing
Pt 14 South Wirral High Underlease * missing
Pt 15 Wallasey Underlease * missing
Pt 16 “Not used”
Pt 17 Weatherhead Underlease * missing
Pt 18 Wirral Girls Underlease * missing
Pt 19 Plans * missing

This comes to only 55 pages supplied out of an estimated 280 which is hardly a way for a Council to comply with its requirements under the audit legislation is it!? Hopefully they treat Grant Thornton (their external auditors better than this)!

Schedule 2 and 3 following it are then completely missing. I wonder at times if Wirral Council can’t do something simple like actually making a copy of a contract for the purposes of the 2013/14 audit without messing it up, what else are they getting wrong (are they deliberately trying to hide something)?

These are:

Schedule 2 Financial Matters * completely missing all parts 1-8
Part 1 Lenders Direct Agreement * missing
Part 2 The Council’s Design and Building Contract Direct Agreement * missing
Part 3 The Council’s Support Services Management Direct Agreement * missing
Part 4 Design and Building Contract Performance Guarantee * missing
Part 5 Support Services Management Agreement Performance Guarantee * missing
Part 6 Initial Senior Funding Agreements * missing
Part 7 Other Initial Funding Agreements * missing
Part 8 Rules for Refinancing * missing

Schedule 3 Works * completely missing parts 1-10 and appendices
Part 1 Design Development Procedure * missing
Part 2 Prohibited Materials * missing
Part 3 Schedule of Key Dates * missing
Part 4 Outline Design Documents * missing
Part 5 The Completion Standards * missing
Part 6 Decant Programme Methodology * missing
Appendix 1 Decant Programme: Park High * missing
Appendix 2 Decant: Further Obligations * missing
Part 7 Handback Requirements * missing
Part 8 Project Programme * missing
Part 9 Construction Site Rules * missing
Part 10 Handback Survey * missing

Schedule 4 between Wirral Borough Council and Wirral School Services Limited is to do with Payments and is split into:

Cover pages (2)
Part 1 Definitions (11 pages, definitions from “Agreed Market Testing Proposal” to “Zone Drawings)
Part 2 Services Contract Payment (5 pages)
Part 3 Performance Deduction Look-up Table (1 page)
Part 4 Table of Service Units per School (1 page) GSUs for each school totalling 28,047 GSUs
Part 5 Monitoring (7 pages)
Part 6 Utility Services (5 pages)
Part 7 Third Party Use (4 pages) dealing with issues such as vending machines
Part 7A Catering (6 pages)
Part 8 Value for Money Testing (12 pages)
Appendix 1 Form of Performance and Payment Report (45 pages) These are examples of the payment reports that go to each school either from Jarvis Workspace FM or Wirral Schools Services Limited.

Schedule 5 is the Accommodation Services Output Specifications (82 pages long)

Schedule 6 is the Support Services Output Specifications
Part 1 Building and Asset Management Output Specifications (12 pages)
Part 2 Support Services Requirements and Performance Tables (59 pages)
Part 3 Service Level Agreements (such as control of pests) (141 pages)
Part 4 Service Level Agreements Alteration Procedure (4 pages)

Schedule 7 Reports and Records
Part 1 Reports (3 pages)
Part 2 Records (2 pages)

Schedule 8 Variations
Variation Notice (1 page)

Schedule 9 Insurance (2 pages)
Part 1 The Part 1 Insurance Period (10 pages) deals with construction all risks, business interruption insurance & public liability insurance
Part 2 The Part 2 Insurance Period (8 pages) deals with property all risks insurance, business interruption insurance & public liability insurance
Appendix 1 Endorsements (4 pages)
Appendix 2 Broker’s Letter of Undertaking (4 pages)
Appendix 3 Business Interruption Insurance – the Authority’s Obligations as Insurer (4 pages)
Appendix 4 Schedule of Insured Parties (2 pages)

Schedule 10 Liaison Committee (4 pages)

Schedule 11 Compensation on Termination
Part 1 Definitions (6 pages)
Part 2 Project Co Default (6 pages)
Part 3 Authority Default (2 pages)
Part 4 Notice by the Authority (8 pages)
Part 5 Fore Majeure, Uninsurability and Planning Challenge (1 page)
Part 6 Corrupt Gifts (1 page)

Schedule 12 Dispute Resolution Wirral Borough Council & Wirral School Services Limited
Cover pages (2 pages)
Dispute Resolution (9 pages)

Schedule 13 Senior Representatives (1 page)

Schedule 14 Compensation Events (2 pages)

Schedule 15 Methodology for Asbestos (2 pages)
Appendix 1 MB Wirral Policy (16 pages)
Appendix 2 Asbestos Survey Risk Assessment (6 pages)

Schedule 16 Liquidated Damages (2 pages)

Schedule 17 Quality Systems
Part 1 Design and Build Period Quality System (24 pages)
Part 2 Operational Period Quality System
Appendix 1 A Quality Policy (1 page)
Appendix 2 B Certificate of Approval (2 pages)
Appendix 3 C Proposed QA Implementation Plan (1 page)
Appendix 4 D Contact Directory (1 page)
Appendix 5 E Local Procedures (1 page)

Schedule 18 Employees
Part 1 Employee Information (6 pages)
Part 2 Terms and Conditions of Employment (1 page)

Schedule 19 Admission Agreements and Bonds
Part 1 Jarvis Workspace FM Limited (Wirral Borough Council and Jarvis Workspace FM Limited and Wirral Schools Services Limited) Merseyside Pension Fund Admission Agreement with Transferee Admission Body (15 pages)
Part 2 Compass Group PLC
(Wirral Borough Council and Compass Group PLC and ??? ) MPF Admission Agreement with Transferee Admission Body (12 pages)
(Wirral Borough Council and Compass Group PLC and ???) Agreement for a bond and indemnity in respect of sums due under an admission agreement arising from the premature termination of a best value arrangement (8 pages)
Part 3 MTL Commercial Limited (22 pages)

Part 3 is an admission agreement to the Merseyside Pension Fund between Wirral Borough Council, MTL Commercial Limited and Merseyside Pension Fund from 2001. This also relates to an unfilled in guarantor (which I will have to assume is Compass Group PLC), MTL Commercial Limited and Wirral Borough Council as well as a bond and indemnity. This admission agreement also relates to Jarvis Workspace FM Limited. This is one of the schedules which includes pages and pages and pages of staff surnames (organised alphabetically by staff surname), initials for staff names, NI (National Insurance) numbers, post titles, pension and birth dates et cetera. However on the copy I was supplied with much has been left incomplete such as the date the agreement was agreed in 2001, the office address of MTL Commercial Limited and much other detail is missing too such as director and secretary signatures.

The end of schedule 19 is an agreement between Wirral Borough Council and MTL Commercial Ltd and ???? which is titled “Agreement for a bond and indemnity in respect of sums due under an admission agreement arising from the premature termination of a best value arrangement”. This too is incomplete and unsigned.

Schedule 19 – Admission agreement (Merseyside Pension Fund/ Wirral Borough Council/MTL Commercial Limited) – 22 pages

Schedule 20 is a one page staff security protocol which details the information staff have to provide on any criminal matters and also references they have to provide before getting a job. There is also information detailed here that they have to provide to their employer during their employment if things change.

Schedule 21 is “operational site rules” – 19 pages long

Schedule 22 is a “draft transitional services agreement” which is an agreement for the supply of transitional services between Wirral Borough Council and Jarvis Workspace FM Limited which is 145 pages long

Schedule 23 is about the City Learning Centre (8 pages long)

Schedule 24 is the “non moveable equipment schedule of rates” (5 pages)

***

As the contract is so long, has been supplied incomplete and falls within the category that Wirral Council should be publishing within a matter of weeks, I won’t be scanning in the whole contract and publishing it! If there are any sections you would like me to publish though (that aren’t in the missing sections) please leave a comment or send me an email.

It is going to be discussed at the Wirral Schools Forum meeting tonight as the Wirral Schools Forum is being asked to make £2.3 million of in year savings to pay for it (which is in addition to the £600,000 of savings made earlier this year to pay for PFI), see report of Julia Hassall (Director of Children’s Services) here and an appendix showing its effect (if agreed) on the 2014-15 Schools Budget.

Just to make it clear the amount paid under the PFI contract isn’t going up by £2.5 million a year as it’s pegged to increases based on RPI.

The ratio between December 2013 RPI and December 2012 RPI was an increase of 2.674%.

There is then an “efficiency factor” of 10% built into the contract.

So, 90% * 2.674% = 2.4066%

So the yearly increase this year in PFI costs is in the region of ~£289,000 . Next year’s increase will be known when the RPI data for December 2014 is published.

So why ask is the Wirral Schools Forum being asked to make £2.3 million of cuts in year (2014-15), in addition to the £600,000 of cuts earlier this year for the Schools PFI contract then and what is this actually going to fund instead?

Well last year there was a 0% rise in the Council Tax (after a budget was prepared a few months before showing a 2% rise). Yes a freeze on Council Tax means Wirral Council got a grant which equates to a 1% rise. I presume for the financial year 2015/16 based on statements previously made by Cllr Phil Davies that senior officers at Wirral Council are also planning for a 0% rise for 2015/16 (although we’ll all find that out for sure over the next few months at a Council meeting as plans are sometimes subject to change).

It’s also interesting to note that Cllr Phil Davies (who is the Cabinet Member for Finance/Leader of the Council) four year term of office comes to an end in May 2014 so this is an “election year” for him (presuming he wishes to stand again which by all the recent press articles about Cllr Phil Davies related to Birkenhead & Tranmere means it is likely that Labour have picked him as the candidate for this area already). What better way for Cllr Phil Davies to get himself elected by telling the voters of Birkenhead and Tranmere that he has frozen their Council Tax (helpfully leaving out in leaflets to the voters in Birkenhead and Tranmere the inconvenient facts that this will come at the expense of cuts made this year (pending Wirral Schools Forum approval) to the money spent on pupils with a disability, statements, support for Special Educational Needs, maintenance of school buildings, axing funding for the School Sports Coordinator & use of swimming baths (although this two last items may be funded in future by schools directly themselves through the traded services) and other in year cuts to the Schools Budget)? Oh and also another inconvenient truth that thanks to cuts made by his Cabinet to Council Tax support many in Birkenhead & Tranmere are now having to pay 22% of their Council Tax bill whereas previously they had to pay nothing as 100% of their bill was covered by Council Tax Benefit?

After all, if Cllr Phil Davies is challenged between now and the elections in May about why he is making all these cuts by presumably the Conservatives, Lib Dems or Green Party, he based on past experience of his answers to this very question will probably blame the need to make any cuts to Wirral Council’s budget on the Coalition (Tory and Lib Dem) government, which of course absolves himself of any responsibility for these “difficult decisions”. This is of course is conveniently leaving out the fact that:

a) Wirral Council decides itself whether it wants to freeze Council Tax, rise it or decrease it each year. There is a majority Labour administration in charge of Wirral Council since 2012 so they make these decisions on the budget, Labour decided the 2013/14 budget, the 2014/15 budget and will decide the 2015/16 budget. If Labour want a Council Tax rise over x%* (a figure set by the government each year which was set last year at 2%) they have to win a referendum of the people and
b) that these are all locally made decisions over how the money is spent and that he’s the Cabinet Member for Finance (therefore he is the politician with democratic accountability to the public (and other politicians) for tax and spending decisions).

Of course there are some that would also say that these plans have come from senior officers at Wirral Council, not the Cabinet Member himself and will ask well is it a case of the officer tail wagging the Labour dog instead of the other way round? However senior officers at Wirral Council and politicians do surprise, surprise work together! These large in year changes to the agreed budget do also show as Cllr Stuart Kelly (Lib Dem audit spokesperson) quite recently pointed out at a recent public meeting that in his opinion this year’s (14/15) budget isn’t stable if changes are being made in year!

In fact at this point a £3 million overspend is predicted by the end of the year! I’m also curious as to why the date of the next Council meeting has been shifted from the 13th October 2014 to 20th October 2014. I’m sure it can’t be just because I tabled a question and they need an extra week to answer! If anyone knows the answer to that mystery please leave a comment?

Here’s an interesting question that stems from all this though. Despite the flim flam and contradictory statements over Lyndale School, is the price of Cllr Phil Davies getting reelected in May 2015 in Birkenhead & Tranmere the closure of Lyndale School (in Eastham) or is he just “rubber stamping” plans of senior officers?

After all the closure of Lyndale School currently pencilled in for January 2016 (if agreed by Cabinet later this year) won’t actually happen until after the May 2015 elections have taken place.

Can the many Labour councillors on Wirral Council seriously sleep at night knowing all this or are some behind closed doors expressing their disquiet about how this has played out in private meetings (especially the ones facing the electorate in May 2015)? Are Labour councillors worried that being directly involved in a decision about Lyndale (whether Cabinet or call in) will either affect their ability to be reselected by their fellow party members or indeed their future election prospects when they face the public at election time? Does this also explain why so many Labour deputies were sent to the Coordinating Committee meeting about Lyndale School last week? It’s all very mysterious isn’t it as one can only guess at what happens behind closed doors!?

I know the Cabinet decision to consult on axing Children’s Centres (currently on hold due to Conservative councillors calling it in) isn’t going down well with some Labour Party members (to put it mildly). That decision (made in the last few weeks by Cabinet) “called in” by Conservative councillors (Councillor Paul Hayes seems to be fast becoming the “call in councillor” and is going to be reviewed at a special meeting of the Coordinating Committee on the 15th October 2014 starting at 5.00pm (you can read the papers for that decision here).

Will Labour councillors decide that enough is enough when it comes to children’s centres, or will they agree with the Labour Cabinet and agree to start a consultation on closing them?

We’ll just have to wait and see! Please leave a comment on the above as I am interested to read your views!

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Marvin the Martian returns to try to understand the incredible Lyndale School situation and the £1 million SEN budget cut

Marvin the Martian returns to try to understand the incredible Lyndale School situation and the £1 million SEN budget cut

Marvin the Martian returns to try to understand the incredible Lyndale School situation and the £1 million SEN budget cut

                                                  

Marvin the Martian from Disney's Looney Tunes
Marvin the Martian from Disney’s Looney Tunes

The below is a fictional interview with Marvin the Martian about Lyndale School. Marvin the Martian is trademarked to Warner Brothers Entertainment. Our legal team point out their trademark doesn’t actually cover its use on blogs but in case they try to argue this blog is an “entertainment service”, it isn’t, so no laughing! Yes I mean it, not even a smile! We also point out it’s not an infringing use of class 9 of this trademark as that refers to its use on goods rather than virtually.

We rely on s.30 of the Copyright, Designs and Patents Act 1988 and class this as “fair dealing” due to the acknowledgement above. As the The Copyright and Rights in Performances (Quotation and Parody) Regulations 2014 have come into force earlier this month, we’ll rely on this too and the new section 30A on parody.

JOHN BRACE: Thanks once again for agreeing to be interviewed about Lyndale School. We asked Wirral Council for a meeting about Lyndale School but they declined.

MARVIN THE MARTIAN: You’re welcome. Well that is a shame I was looking forward to finally meeting people from Wirral Council that I have seen on your video broadcasts. Why do your politicians think they can get away with making decisions like this?

JOHN BRACE: They believe they’re doing the right thing in making “difficult decisions” that are “unpopular”. Also many are what’s in “safe seats”, and many of them (if they choose to do so) will not have to face the public in an election for many years to come.

MARVIN THE MARTIAN: But they’re still subject to laws right, that meeting last Thursday the people making the decision didn’t have the required statutory guidance for decision makers which includes the SEN Improvement Test as part of the papers for that meeting?

JOHN BRACE: Well the politicians could have adjourned the meeting and received the correct documents but they chose not to. However you can’t expect politicians to know what they’re doing. They’re elected to look at things from the public perspective and rely on officer advice in such matters. Anyway preparing the papers for a meeting is an officer function in consultation with the Chair.

MARVIN THE MARTIAN: You can’t blame this on the committee services officer Lyndzay Roberts though as she only includes in the papers for the meeting what she’s been given in time for it to be published and on that subject why do they keep picking the committee services officer who is a wheelchair user for the Lyndale School meetings?

JOHN BRACE: I’m afraid I can’t read people’s minds and would prefer not to answer that question.

MARVIN THE MARTIAN: Ahh the “Lynn Wright” defence eh? How much do you get paid then?

JOHN BRACE: Not enough to be answering questions from fictional characters about difficult subjects and I’m assuming your second question is a joke! I know what I got paid last year, so does HMRC. I can estimate what I will get paid this year but as I’m on a fixed amount plus an element that is related to performance, I literally could only tell you it’s above £x,xxx/year. I’m also not sure if you mean gross or net salary as a certain proportion of my earnings I don’t get as they are paid in taxes. I have income from sources other than my salary though.

MARVIN THE MARTIAN: Ha ha! OK, I won’t pry too much! Back to Lyndale, what was decided on Thursday?

JOHN BRACE: To uphold the Cabinet decision of 4th September 2014 on a majority 9:6 vote.

MARVIN THE MARTIAN: And remind me what the Cabinet decision of 4th September 2014 was?

JOHN BRACE: Following the first consultation, to have a further second (but different) consultation on closure.

MARVIN THE MARTIAN: I thought they’d just had a consultation!

JOHN BRACE: This is a similar but different sort of consultation.

MARVIN THE MARTIAN: OK, I never realised closing down a school was made so complicated!

JOHN BRACE: A final decision on closure has not yet been made. This is just an “in principle” decision on closure.

MARVIN THE MARTIAN: And how much is this all costing?

JOHN BRACE: Who knows? The school closure/retirement costs budget for this year is £326,000. However it looks like £200,000 of that will be moved to another budget heading soon.

MARVIN THE MARTIAN: Which budget heading?

JOHN BRACE: PFI (private finance initiative).

MARVIN THE MARTIAN: Why’s that?

JOHN BRACE: Well you always have to plan for the worst and hope for the best with school closures, extra call in meetings, delays, legal challenges et cetera. Sometimes that means budget allocated goes unspent which can be used for other things.

MARVIN THE MARTIAN: So they’re not going to use a £200,000 underspend on the school closure budget to keep Lyndale open another year (costing ~£190,000)?

JOHN BRACE: No, pending a decision by the Wirral Schools Forum an underspend on the school closure budget will be spent instead next year on the ~£12 million a year PFI contract.

MARVIN THE MARTIAN: OK, so when does this second consultation on closing Lyndale School start?

JOHN BRACE: Wirral Council officers had authorisation to proceed with implementation of the Cabinet decision of 4th September 2014, once the call in ended on 2nd October 2014. This has been delegated by the Cabinet to Julia Hassall to implement.

Regulation 8 of the Openness of Local Government Bodies Regulations 2014 will require Wirral Council to publish a notice on their website shortly after Julia Hassall implements this decision. This public notice has to contain the date of the decision, a record of the decision and reasons, details of any alternative options considered and rejected and the names of any of the Cabinet that declared a conflict of interest in the decision.

MARVIN THE MARTIAN: Well how likely are Wirral Council to do that?

JOHN BRACE: They probably won’t. They always have great difficulty in complying with their legal requirements (of which there are many).There have been many decisions delegated by councillors to officers taken since these new regulations came into effect near the start of August 2014 ranging from taxi licences to other types of decision. Another part of the same regulations dealt with filming of public meetings, which thankfully settles a long running industrial relations dispute with us and them. As far as I can tell no public notice has been published by officers relating to those yet?

MARVIN THE MARTIAN: Why ever not?

JOHN BRACE: Some of the officers to whom the decisions have been delegated to make don’t have the authorisation to publish public notices on the website through the Modgov system. Also this change to legal requirements (which should’ve been implemented from August) would require a change to working practices which requires consultation with the trade unions through the HR department before implementation. Finally, in the vast majority of cases, there are either existing capacity issues with staffing or the decisions are so minor that nobody’s really apart from myself is paying that much attention whether internally or externally while more interesting things are happening and putting the necessary political pressure on to ensure these new regulations are implemented?

MARVIN THE MARTIAN: Like what is more interesting?

JOHN BRACE: Like officers’ plan to persuade the Wirral Schools Forum on Wednesday evening to make £1 million of in year cuts this year in 2014/15 to (SEN Top Ups/Independent School Fees (£600,000), statements (£200,000) and support for SEN (£200,000)).

MARVIN THE MARTIAN: And why are they proposing to cut a further £1 million from the SEN budget this year?

JOHN BRACE: So they can pay for PFI costs in 2015/16.

MARVIN THE MARTIAN: And why have PFI costs risen so much?

JOHN BRACE: Because a political decision was made a long time ago to take ~£2 million out of the PFI budget for 2015/16 and get schools to pay for it instead through budget cuts. Also the calculation in the contract bases yearly increases in how much is paid based on the RPI value in December of one year compared to the previous year then multiplied by ninety percent. That’s my simple explanation, the contract itself refers to the 90% as 0.9 and has a formula as to how the increases are calculated.

MARVIN THE MARTIAN: So if the other special schools (other than Lyndale) think they’re safe they’re not?

JOHN BRACE: Indeed, their budgets were protected this year by dropping by more than 1.5%. Based on the draft regulations circulated by the government (Schools and Early Years Finance (England) Regulations 2014) as part of the current consultation (which closes on October 17th 2014), for special school that protection (assuming the draft regulations aren’t changed) will end in 2015/16. The department for education can be emailed at 2014SchoolFinanceRegulations.Consultation@education.gsi.gov.uk about the policy side of the consultation, or consultation.unit@education.gsi.gov.uk or by telephone on 0370 000 2288 or by mail to Department for Education, Beth O’Brien, Department for Education, Great Smith Street, London SW1P 3BT. Further detail about the consultation is on the DfE website here and you can respond online to this consultation here.

However for mainstream it looks like the minimum funding guarantee of at least 98.5% of last years budget will continue in some form?

MARVIN THE MARTIAN: So because they can (or assume they can) Wirral Council will target more special schools for cuts in the future?

JOHN BRACE: Probably, but officers don’t decide that however they can recommend that. That’s ultimately decided by the Wirral Schools Forum/councillors.

MARVIN THE MARTIAN: So is the money they’re getting for schools each year, the ~£175 million they get from the government under the direct schools grant going down next year?

JOHN BRACE: No it isn’t, but a financial and purely local decision by Wirral Council has been made to withdraw the extra funding from Wirral Council that paid for the PFI affordability gap. This amounts to £600,000 this year and millions next year (2015/16). The PFI affordability gap is the total PFI expenditure minus the fixed grant minus the costs schools pay for the services under the PFI contract which is next year about £2.6 million.

MARVIN THE MARTIAN: So who was the Cabinet Member that originally agreed to this PFI contract in the first place?

JOHN BRACE: Councillor Phil Davies, the current Leader of Wirral Council.

MARVIN THE MARTIAN: Is there any way out of the contract, when does it end and can it be renegotiated?

JOHN BRACE: Yes, 2031 and yes.

MARVIN THE MARTIAN: So will they try to renegotiate to save money or terminate it?

JOHN BRACE: Probably not no, management were asked this at the last Wirral Schools Forum, however management only know what they’re told about the contract, they’re not managing it on a day to day basis. Terminating it would be expensive as there is still 17 years left to run, renegotiating would be the more likely option of the two if the political will is there.

MARVIN THE MARTIAN: So you’re saying the Wirral School Forum members asked Wirral Council officers that hadn’t actually read the contract?

JOHN BRACE: Judging by their answers probably not, managers don’t do things themselves they delegate tasks such as reading contracts and managing contracts to others, maybe not even people that are directly line managed by them but people lower down the food chain.

You can’t expect a senior manager to read such a long contract. Even if they did, it’s hundreds of pages long. It would be very hard to remember all the details unless they brought an electronic searchable version along to the Wirral Schools Forum on say a tablet computer or alternatively circulated an electronic copy to the members of the Wirral Schools Forum. I suppose as a councillor (and member of the Wirral Schools Forum) Cllr Wendy Clements could ask for a copy if she so wished.

MARVIN THE MARTIAN: So what does the PFI contract actually say about renegotiation?

JOHN BRACE: Wirral Council have to ask the provider (Wirral Schools Services Limited) about changes to the contract and be specific. Wirral Schools Services Limited then have a limited time period in which to respond stating (and I summarise here) whether they agree or not to the changes or not. If they agree they are implemented. However if there is disagreement between Wirral Council and the contractor there is a dispute resolution procedure that can be followed.

MARVIN THE MARTIAN: So are there any changes they have to agree to?

JOHN BRACE: Yes certain changes they have to agree to. For example there was a legislation change recently on free school meals for children under a certain age. As this was a legislation change, Wirral Council can ask for such changes to be implemented so that Wirral Council does not breach its legal obligations.

There are other categories of change that the contractor has to agree to too.

MARVIN THE MARTIAN: Indeed, so could Wirral Council’s legal department come up with similar changes which could result in the total cost being lowered?

JOHN BRACE: Wirral Council’s legal department has issues of its own. Also it in order to implement changes quickly it would require agreement of the contractor Wirral Schools Services Limited. Wirral Council would have to seek appropriate authorisation internally from sufficiently senior officers and if it had large budgetary implications in terms of costs or savings then also authorisation from politicians.

MARVIN THE MARTIAN: So it’s possible?

JOHN BRACE: Anything’s possible. However as the contractor is a large organisation with a turnover off the top of my head of about £62 million, although they are considerably smaller in annual yearly revenue budget than Wirral Council, Wirral Council still get scared of organisations with that sort of financial clout, as well as organisational and legal resources at their disposal.

MARVIN THE MARTIAN: Does current senior management at Wirral Council want to renegotiate the contract?

JOHN BRACE: If the Wirral Schools Forum and/or politicians in the administration asked them to they’d have to to look into the option (which would depending on the option and the savings/cost implication would affect budgets through to 2031). After negotiations, generally officers would bring back options to politicians/Wirral Schools Forum for a meeting. However the Schools PFI contract is complex, it is hard for anyone to understand easily.

If neither of those formally happen, senior management already have enough on their plate already and lack the current internal capacity as they are already negotiating a 7 year extension to a contract of a similar size (~£12 million a year) with Biffa Waste Services Limited.

MARVIN THE MARTIAN: But Biffa is in a different strategic directorate to schools!

JOHN BRACE: Indeed but there are capacity issues at the management level and across the organisation at all levels. This is due to annual leave requirements, illness, other factors and the mere practical constraints of there only ever being so many people to keep all the plates spinning up in the air at once.

MARVIN THE MARTIAN: Oh dear. So what is the likely net result to be?

JOHN BRACE: Instead of renegotiating savings on a contract, Wirral Council in the absence of either strong leadership at either the Wirral Schools Forum level or political level will probably accept the status quo and instead make in year cuts of a further £1 million to special educational needs. Officers will probably point out that they have tried to make sure the cuts don’t adversely affect front line services, but they will!

MARVIN THE MARTIAN: How on Mars do you make £2 million of in year cuts without it affecting frontline services?

JOHN BRACE: Indeed… here is a link to the papers for tomorrow’s Wirral Schools Forum meeting which is a public meeting starting at 6.00pm in the Council Chamber in Wallasey Town Hall.

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UPDATED: 9 Labour councillors vote to continue to next stage of consultation on closing Lyndale School despite concerns raised

UPDATED: 9 Labour councillors vote to continue to next stage of consultation on closing Lyndale School despite concerns raised

UPDATED: 9 Labour councillors vote to continue to next stage of consultation on closing Lyndale School despite concerns raised

                                                                          

Councillor Tony Smith (Cabinet Member for Children and Family Services) at the Special Cabinet Meeting of 4th September 2014 to discuss Lyndale School L to R Cllr Stuart Whittingham, Cllr Tony Smith, Cllr Bernie Mooney and Lyndzay Roberts
Councillor Tony Smith (Cabinet Member for Children and Family Services) at the Special Cabinet Meeting of 4th September 2014 to discuss Lyndale School which was being reviewed by the Coordinating Committee on 2nd October 2014 L to R Cllr Stuart Whittingham, Cllr Tony Smith (Cabinet Member for Children and Family Services), Cllr Bernie Mooney and Lyndzay Roberts

Wirral Council’s Coordinating Committee (which comprises fifteen councillors, two parent governor representatives, a Catholic rep, is required to have an Anglican rep but at this stage I don’t really know why there isn’t one), met on the evening of 2nd October to reconsider the Cabinet decision of 4th September 2014 which made a decision to consult on closure after the “consultation” earlier this year. Neither of the two parent governor representatives (who have speaking and voting rights) nor the Catholic representative (who also has speaking and voting rights) were present.

According to correspondence received hours before the meeting, a senior Wirral Council officer stated they have previously tried to persuade the Church of England to appoint an Anglican representative, but have failed and refers to this as merely an “anomaly”.

Here is the list of the people who made the decision itself and were there on the night, including matters such as whether they are spokesperson, Chair, Vice-Chair and which political party. I have listed people who are on the committee first, it is unclear to me who the Conservative spokesperson was or whether it was Cllr Bruce Berry or Cllr Leah Fraser who was deputising for him:

Labour
Cllr Moira McLaughlin (Chair), Labour
Cllr Paul Doughty (Vice-Chair), Labour
Cllr Janette Williamson, Labour
Cllr Michael Sullivan, Labour
Cllr Denise Roberts, Labour * note deputy for either Cllr Phillip Brightmore, Cllr Anita Leech, Cllr Christina Muspratt or Cllr Jerry Williams
Cllr Harry Smith, Labour * note deputy for either Cllr Phillip Brightmore, Cllr Anita Leech, Cllr Christina Muspratt or Cllr Jerry Williams
Cllr James Crabtree, Labour * note deputy for either Cllr Phillip Brightmore, Cllr Anita Leech, Cllr Christina Muspratt or Cllr Jerry Williams
Cllr Ron Abbey, Labour * note deputy for either Cllr Phillip Brightmore, Cllr Anita Leech, Cllr Christina Muspratt or Cllr Jerry Williams

Conservative
Cllr Wendy Clements, Conservative
Cllr Tom Anderson, Conservative
Cllr Steve Williams, Conservative
Cllr Bruce Berry, Conservative * note deputy for either Cllr Chris Blakeley or Cllr Mike Hornby
Cllr Leah Fraser, Conservative * note deputy for either Cllr Chris Blakeley or Cllr Mike Hornby

Lib Dem
Cllr Phil Gilchrist, Liberal Democrat spokesperson

So to summarise, that is eight people on the committee and seven deputies substituting for people who are on the committee but chose to send a deputy in their place for reasons best known to themselves.

Ultimately the decision taken at the end of a long meeting (there were a series of votes at the end on whether to uphold the decision or refer it back to Cabinet to reconsider based on concerns councillors had) was to uphold the Cabinet decision of the 4th September 2014. This was taken on a majority of 9 votes to 6. Each of the alternative recommendations failed on a vote of 6 to 9. The alternative recommendations which were lost were proposed by by Cllr Phil Gilchrist (Lib Dem spokesperson) and Cllr Steve Williams (Conservative councillor).

Labour councillors (9) voted to uphold the Labour Cabinet decision. The joint votes (6) of the Conservative councillors (5) and Liberal Democrat spokesperson (1) voted against Labour’s recommendation.

Although six councillors were in favour of not implementing the Cabinet decision of 4th September and referring it back to Cabinet with their concerns, they were outvoted by the nine Labour councillors who voted against.

This means the Director of Childrens Services, Julia Hassall can now go ahead to the next stage of closing the Lyndale School which is a short consultation (lasting about a month). Even if Wirral Council were taken to court over this matter, Surjit Tour made it quite clear in a formal letter to me that they would not pause the process and would just carry on doing this, regardless of many outstanding legal concerns. In the interests of transparency at this point, I refer to the exchange of letters between myself (mainly the one of 8th September 2014) and Surjit Tour in this matter about the possibility of legal action through the courts.

He is of course entitled to his opinion on this matter, so am I. He has to work within the policy and budget framework of Wirral Council and is in a politically restricted post, I have to consider other concerns such as financial, legal, political and commercial (it’s complicated basically).

Following this consultation Wirral Council’s Cabinet will make a further decision at some future point on closure of the Lyndale School. As it was such a long meeting and negotiations over potential access to Wirral Council’s wi-fi network for live broadcast of meetings as they happen have stalled, only part of the footage of the five-hour meeting at the time of writing has been uploaded. You can watch video of part of the meeting below.

On a more personal note and this is just my opinion, I would like to point out (briefly) that politics comprises objective and subjective tests that can be applied when determining decisions.

Nobody expects politicians to be experts as they are there to represent the public interest. In certain areas such as law and other areas they have to rely on the internal advice of Wirral Council officers. That is why officers giving advice are in politically restricted posts and can’t really be seen to be taking sides in a party political matter.

Although it would be unlawful to drop Lyndale School’s budget by more than 1.5% under the minimum funding guarantee regulations this year (2014-15) compared to its 2013-14 budget, the government is currently consulting on draft regulations which would remove this current protection under the minimum funding guarantee for SEN places in 2015-16. However there is a current consultation on regulations which cover 2015-16 and the draft regulations put to Parliament may differ from those being consulted on.

In fact you only have to look at how the regulations on filming meetings of Wirral Council changed after the consultation and lobbying by people such as myself to show that that is a distinct possibility.

However how much Lyndale School receive this year for the education of children there and in future years is down to a complicated combination of the Wirral Schools Forum, Cabinet, Council and other factors beyond anybody’s reasonable control. A schools formula is arrived at locally by a combination of the Wirral Schools Forum, Cabinet and Council. This schools formula determines how much each individual school gets each year (and is changed each year).

In essence though, this shouldn’t really be about money. The law allows Wirral Council to close a school, however naturally they have to plan for what happens next to the existing pupils. Some will transfer to secondary school well before the planned closure date of January 2016. This should really be about the children of Lyndale School.

I will recite a little personal history here. My primary school was changed (when I was 10), not because of closure but because my parents had moved three miles away and transport to and from school was taking my mother longer than it was when I only lived a mile away.

Therefore my perception of what happens to a primary aged child when you do this to them, is somewhat clouded by that. Twenty-four years later, I still resent that decision, as I do not feel my interests were properly considered especially considering the fact I would’ve left that primary school within the next twelve months to go to secondary school and that we had moved house many years previous.

I can understand though that it resulted in a reduced carbon footprint as I could walk to the school I was transferred to. It ended up with me being admitted to hospital for a week though and knowing how much that costs makes it a false economy.

The children of Lyndale School are more fragile than I was at aged ten. Wirral Council identify themselves in a Equality Impact Assessment that the disruption will have an effect on the children.

However a letter from their legal department takes the contrary view that any potential risks can be mitigated against. Personally I have no confidence in Wirral Council that the potential risks have been mitigated at this stage, as my feeling is that such detailed planning won’t actually happen until a decision to close (or not close) the Lyndale School has been finally made at some future point. At this stage officers may consider behind the scenes that spending officer time and resources on planning for something that might not happen would not be value for money. However all scenarios should be explored if Wirral Council insists on going down this route.

Considering the high costs already expended by Wirral Council on their plan to close Lyndale School, one wonders if that seemingly large and endless budget allocation had instead been used for keeping the Lyndale School open, whether it would’ve been a better use of public funds. Each time they hold a public meeting it costs thousands of pounds and there have been many of these so far. Such is the price of democracy I suppose which has deliberately made closing a school a long and drawn out process so that a “spanner can be put in the works” to stop it at any one of many stages.

Some people are surprised it has not been stopped before now. However looking at the wider aspects of the way society treats disabled people, prejudice and other matters I am not wholly unsurprised by this course of events.

Below is a playlist from when the meeting started. When the video was shown due to an outstanding unresolved copyright claim regarding one of the two pieces of music used in it by Sony Music Entertainment, the video has sadly had to be edited out of the footage of the meeting. However it can be viewed elsewhere online.

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What did Wirral Council’s response to my letter about the Lyndale School Cabinet decision on 4th September say?

What did Wirral Council’s response to my letter about the Lyndale School Cabinet decision on 4th September say?

                                                

Councillor Tony Smith (Cabinet Member for Children and Family Services) at the Special Cabinet Meeting of 4th September 2014 to discuss Lyndale School L to R Cllr Stuart Whittingham, Cllr Tony Smith, Cllr Bernie Mooney and Lyndzay Roberts
Councillor Tony Smith (Cabinet Member for Children and Family Services) at the Special Cabinet Meeting of 4th September 2014 to discuss Lyndale School L to R Cllr Stuart Whittingham, Cllr Tony Smith (Cabinet Member for Children and Family Services), Cllr Bernie Mooney and Lyndzay Roberts

I have received a full response to my letter of the 8th September 2014 to Wirral Council about the Cabinet decision on the 4th September 2014 about the decisions on Lyndale School. This letter was received after the 24th September 2014 deadline in the letter of the 8th September 2014, although an earlier letter was also received stating that this letter would happen by the 1st October 2014. I have yet to consider my response to Wirral Council’s letter of the 30th September 2014 which is below.

The letter of 30th September 2014 is included below as is, there are some missing full stops and unnecessary apostrophes which have been printed as they were in the original letter.

For information I include it below. I am considering my options as to what to do next. The protocol states that an “application for judicial review must be filed promptly and in any event not later than 3 months after the grounds to make the claim first arose”.

That’s 3 months from 4th September 2014 so a maximum time limit of 4th December 2014. However it would be inadvisable to wait that long as permission would be denied for not being done “promptly”!

Personally I feel that we’re getting soon to the date when “promptly” would be an issue (although maybe that explains Wirral Council’s tactics). The call in has put implementation of the decision on hold until at least the 2nd October 2014.

For the ease of converting to HTML some minor formatting has been lost as to how it was laid out in order to get this published promptly. A line of equals signs represents the end of an A4 page.

(Wirral Council logo)

Department of Transformation & Resources

Joe Blott
Strategic Director of Transformation &
Resources

Town Hall, Brighton Street
Wallasey, Wirral
Merseyside, CH44 8ED
DX 708630 Seacombe
Website: www.wirral.gov.uk

date 30 September 2014

By Email and Post

to Mr John Brace
Jenmaleo
134 Boundary Road
Bidston
Wirral
CH43 7PH

your ref
my ref
service Legal and Member Services
tel 0151 691 8569 Please ask for Surjit Tour
fax 0151 691 8482
email surjittour@wirral.gov.uk

Response to Pre-Action Protocol letter

Dear Mr Brace

I write further to your letter before claim dated 8 September 2014. For the avoidance of doubt, this letter constitutes Wirral Metropolitan Borough Council’s (“the Council”) formal response in accordance with the Pre-Action Protocol for Judicial Review.

1. The Claimant

The proposed Claimant is Mr Brace; who is unrepresented.

2. The Proposed Defendant

The proposed Defendant is Wirral Metropolitan Borough Council.

3. Reference details

Wirral Metropolitan Borough Council: Surjit Tour, Department of Transformation and Resources, Town Hall, Brighton Street, Wallasey, Wirral, CH44 8ED

Mr John Brace: Jenmaleo, 134 Boundary Road, Bidston, Wirral, CH43 7PH

4. The details of the decision being challenged

The Council’s in-principle decision of 4 September 2014 to publish statutory notices in respect of the closure of Lyndale School (“Lyndale”) from January 2016.

5. Response to the Proposed Claim

The Council denies Mr Brace’s claim for the reasons detailed below.

6. Details of interested parties

No interested parties identified.

www.wirral.gov.uk

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7. Address for further correspondence and service of court documents

Please address any further correspondence in this matter to Surjit Tour.

8. Background

8.1 Lyndale School is a special school providing specialist educational provision for primary aged pupils, the majority of whom have Profound and Multiple Learning Difficulties (“PMLD”). There are 21 pupils currently on the roll, nine of whom will be transitioning to secondary school by the end of the 2015/16 academic year. The declining number of students admitted to Lyndale over recent years has drawn into question The Lyndale’s financial viability for the future.

8.2 In 2013 the Department for Education (“DfE”) radically reformed the way in which funding for High Needs pupils is provided. Previously, funding was based significantly on the number of places available at a school rather than the number of pupils actually attending. The new system places a far greater emphasis on the number of pupils attending and their specific needs. Lyndale has set a balanced budget for 2014/15 for 40 places and 23 pupils. Applying the new intended future DfE funding arrangements, Lyndale may only be funded for 23 places, a reduction of £170,000. This shortfall would only increase as the number of pupils reduces. Funding this shortfall would not be possible without a significant reduction in funding for other schools in the area.

8.3 In addition, there are two other primary schools, namely Stanley and Elleray Park which are rated as providing good and outstanding education to students with complex learning difficulties, some of whom will have PMLD.

8.4 The Report presented to Cabinet details why the option to expand Elleray Park and Stanley Schools was the most viable option and therefore we do not propose to go into any further detail here.

8.5 The report to cabinet on the 4th September 2014 contains information on the background history of CLD/PMLD provision. The report also details the responses to the consultation and the independent consultant’s report. A link is provided for your information:

http://democracy.wirral.gov.uk/ieDecisionDetails.aspx?ID=2786

8.6 Cabinet Resolved that:

8.6.1 (1) Cabinet thanks all those who have participated in the consultation exercise, with particular regard to submissions from parents of children at The Lyndale School;

8.6.2 (2) Having reviewed the responses received during the consultation process, analysed the alternative options and applied the SEN Improvement Test, it is recommended that:

8.6.2.1 Statutory notices be published in respect of the closure of The Lyndale School from January 2016.

8.6.2.2 That Wirral Council, under the leadership of the Director of Children’s Services, work individually with

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children and families, towards effecting a smooth and supportive transition to an alternative place at one of the following schools:

(a) – Elleray Park Special School

(b) – Stanley Special School

(c) – Another appropriate school

8.6.3 In doing so, that the Director of Children’s Services, in acknowledgement of the close relationships that exist between staff and pupils at The Lyndale School, investigates if staff could be employed, where possible, at receiving schools, (subject to legal practice and the approval of governing bodies).

8.6.4 The Director of Children’s Services be authorised to take all necessary steps to publish the proposals and ensure the prescribed procedures are followed, including requesting permissions from the Secretary of State, in furtherance of the proposals.

8.6.5 A further report be brought on the outcome of the publication of the statutory notices.

8.6.6 The Director of Children’s Services to ensure that Education, Health and Care Plans for all pupils of The Lyndale School are completed by 31st October 2014.

8.7 I respond to each of your proposed grounds of challenge as below.

9. Cabinet meeting notice requirements

9.1 You state in your letter that the Council has not complied with Regulations 8-9 of the Local Authorities (Executive Arrangements)(Meetings and Access to Information)(England) Regulations 2012 set out below as the document specified in Regulation 9 was not published.

9.2 Regulation 8

9.2.1 (1) In these Regulations a “key decision” means an executive decision, which is likely–

9.2.2 (a) to result in the relevant local authority incurring expenditure which is, or the making of savings which are, significant having regard to the relevant local authority’s budget for the service or function to which to which the decision relates; or

9.2.3 (b) to be significant in terms of its effects on communities living or working in an area comprising two or more wards or electoral divisions in the area of the relevant local authority.

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9.2.4 (2) In determining the meaning of “significant” for the purposes of paragraph (1) the local authority must have regards to any guidance for the time issued by the Secretary of State in accordance with section 9Q of the 2000 Act (guidance).

9.3 Regulation 9

9.3.1 (1) Where a decision maker intends to make a key decision, that decision must not be made until a document has been published in accordance with paragraph (2), which states–

9.3.2 (a) that a key decision is to be made on behalf of the relevant local authority;

9.3.3 (b) the matter in respect of which the decision is to be made;

9.3.4 (c) where the decision maker is an individual, that individual’s name, and title if any and, where the decision maker is a decision-making body, its name and a list of its members;

9.3.5 (d) the date on which, or the period within which, the decision is to be made;

9.3.6 (e) a list of the documents submitted to the decision maker for consideration in relation to the matter in respect of which the key decision is to be made;

9.3.7 (f) the address from which, subject to any prohibition or restriction on their disclosure, copies of, or extracts from, any document listed is available;

9.3.8 (g) that other documents relevant to those matters may be submitted to the decision maker; and

9.3.9 (h) the procedure for requesting details of those documents (if any) as they become available.

9.3.10 (2) At least 28 clear days before a key decision is made, the document referred to in paragraph (1) must be available for inspection by the public–

9.3.11 (a) at the offices of the relevant local authority; and

9.3.12 (b) on the relevant local authority’s website, if it has one.

9.3.13 (3) Where, in relation to any matter–

9.3.14 (a) the public may be excluded under regulation 4(2) from the meeting at which the matter is to be discussed; or

9.3.15 (b) documents relating to the decision need not, because of regulation 20(3), be disclosed to the public,

9.3.15 the document referred to in paragraph (1) must contain particulars of the matter but may not contain any confidential, exempt information or particulars of the advice of a political adviser or assistant.

9.4 It is accepted that the “in-principle” decision is a “key decision” under Regulation 8 and therefore the Council must comply with Regulation 9.

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However the Council has fully complied with Regulation 9 by publishing the Forward Plan for the period of August 2014 to November 2014.

9.5 The Forward Pan specifically identifies the “Outcome of Lyndale School Consultation” as a key decision and therefore complies with Regulation 9(1)(a) and (b).

9.6 Further, in compliance with Regulation 9(c), page two of the Forward Plan lists the names of the Cabinet members who would be making the decision. It also identifies that the decision is expected to be taken in September 2014 in compliance with Regulation 9(d).

9.7 In relation to Regulation 9(e)-(g), therefore were no reports available at the time the Forward Plan was published, however they were made available in advance of the Cabinet meeting.

9.8 For these reasons, the Council considers your point here to be without foundation.

10. Cabinet decision take by the wrong people

10.1 Your letter states that regulations require a member from the Church of England and Roman Catholic diocese to be appointed to the Council’s Families and Wellbeing Policy Committee and Coordinating Committee (“the Committees”). These committees review, amongst other things, the Cabinet’s decisions on education matters. As such they are “education overview and scrutiny committees” as defined in Regulation 13(1) Local Authorities (Committee System)(England)(Regulations) 2012 and must therefore comply with the requirements in the Regulations.

10.2 Specifically, Regulation 13(2) states that the “committees must have at least one qualifying person” which is defined in Regulation 13(3) as “the person nominated by the Diocesan Board of Education for any Church of England diocese.” Regulation 13(4) and (5) has the same provision in relation to Roman Catholic diocese. This is accepted by the Council.

10.3 However, you further state that as a Church of England diocese member was not appointed to the Committees, a member should have been appointed to the Cabinet. This is not required by any of the Regulations quoted in your letter, nor any other statutory provisions.

10.4 You claim that a Church of England diocese member was neither appointed to the Committees nor the Cabinet when the “in-principle” decision was made on 4 September 2014 that such decision is in someway invalid or defective. We set out below why the Council considers this is completely unfounded.

10.5 Firstly, Table 1, Point 18 of the Council’s Constitution states that the Executive has the authority “to consider and determine statutory proposals relating to the establishment and discontinuance of schools.” As you are no doubt aware, the Executive is comprised of the Leader of the Council and the Cabinet. Secondly, as referred to above, Diocese members are only required to be appointed to the Committees whose function is to review decision relating to decision. Furthermore, the role of the Committees is to scrutinise decisions of the Cabinet and, if necessary, recommend that Cabinet reconsider the decision. The Committees have no authority to nullify the decision of the Cabinet.

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10.6 The Cabinet was not required by any regulation or statutory provision to appoint a diocese member and had absolute authority to take the decision in this matter. Any claim to the contrary in entirely without foundation.

10.7 However, as stated, the Council is aware that it is required to have a Church of England diocese member on the Committees. To this end, we have contacted the diocese on numerous occasions in order to receive an appropriate nomination from them. As yet, a nomination has not been received despite the Council’s best efforts. This is due to no fault of the Council and as stated above, this anomaly does not invalidate the decision taken by the Cabinet on 4 September 2014.

11. Human Rights

The Council is fully aware of its obligations under the Human Rights Act 1998 (“HRA”) and the European Convention on Human Rights (“ECHR”) and ensures that all decisions it makes are fully compliant with these.

The Council refutes any suggestion that there has been a breach of the human rights of any children by the decision under challenge, for the reasons set out below.

11.1 Protocol 1 (Article 2) – Right to education

11.1.1 The assertion that the Council is denying the children of Lyndale the right to an education is entirely without merit. Article 2 of Protocol of the ECHR does not provide a pupil of an educational institution with the right to receive an education or be taught at a specific institution. It merely provides that a pupil must have access to the education system. No child currently at Lyndale is being, or will be, denied access to an education.

11.1.2 In addition, case law has established that local authorities have the discretion to allocate resources how they deem fit when arranging education provision, provided that a pupil is not denied access to the education system, which has not happened in this case.

11.1.3 No final decision has been made in relation to whether to close Lyndale or not. No child will be denied the right to continue their education and so will not be denied access to the system Therefore, there is no legal basis for this alleged ground of challenge.

11.2 Article 2 – right to life

11.2.1 To establish that this Article is engaged, you would have to demonstrate that either; a) the Council were deliberately trying to end the lives of the pupils; or b) we ought to be aware that there was a real and immediate risk to the lives of the pupils were they to be moved to alternative educational provision.

11.2.2 No decision has yet been made in relation to any specific pupil transferring to an alternative educational provider. Therefore this ground of challenge is entirely baseless.

11.2.3 Any suggestion that the Council are deliberately trying to end the lives of the children is simply untenable and there is no evidence to suggest that there is a real and immediate risk to their lives given that no decision has been made to transfer any child to an

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alternative educational provider. This ground of challenge is therefore completely unfounded.

11.3 Article 3 – prohibition of torture

11.3.1 The Council denies that the children of Lyndale would be subject to torture, inhumane or degrading treatment.

11.3.2 Torture is defined as “deliberate inhumane treatment causing very serious and cruel suffering.” It is refuted that the children of Lyndale would be subjected to any suffering, let alone serious or cruel suffering or otherwise.

11.3.3 Inhumane treatment is defined as treatment “causing intense physical and mental suffering.” There is no evidence to suggest that any children will be subjected to physical or mental suffering.

11.3.4 Degrading treatment is “treatment or punishment” which “humiliates and debases” the victim. The Council’s in-principle decision to publish a statutory closure notice cannot in any way be described as a decision designed to humiliate or debase the children of Lyndale.

11.3.5 You have provided no evidence to substantiate this claim and is it entirely without merit.

11.4 Article 11 – freedom of assembly

11.4.1 Your reference to this Article is unclear and the Council considers that the Article is not engaged in this matter in any event.

11.5 Article 14 – prohibition of discrimination

11.5.1 This Article is only engaged if a breach of another Article is proven. Given the difficulties, set out above, that you would have to sustain an argument that any of the above Articles have been breached, the Council denies that Article 14 is relevant.

11.5.2 You suggest in your Letter before Claim that the political views of the parents were discounted and that this, in some way, led to Article 14 being engaged. This is denied given the points raised above however we wish to point out that the views expressed by the parents during the consultation process were taken into account in this matter as demonstrated by the summary of the responses considered by Cabinet (which is publicly available online). The Council refutes the suggestion that differing political views affected the decision and denies that any individual or group has been discriminated in any way by its “in-principle” decision.

11.5.3 Further, your reference to children being born disabled is unclear.

12. Equality Act 2010 (“Equality Act”)

12.1 Section 13

12.1.1 You have provided no evidence to sustain an allegation that less money would be spent on the education of the Lyndale children if Lyndale were to close, therefore the Council considered this allegation unfounded.

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12.1.2 As mentioned in the Cabinet Report, the net result of a potential closure of Lyndale would be a £33,470 budget surplus. If the Council made a final decision to close Lyndale after completing all of the 5 stages of the statutory processes this could be shared across all remaining schools who would stand to gain £3,347 additional funding each.

12.1.3 The Council does not hold any information relating to the protected characteristics of any staff members of Lyndale. If you require this information we suggest you make further contact with the School direct.

This information is not held by the Council but the governing body of the school

12.2 Section 15

12.2.1 The aim of this process is to secure the highest standard of education possible for the children of Lyndale. In order to secure this, the Council has a duty to ensure that the provision of the education is affordable in the long-term. Your assertion that this is not a legitimate aim for the purpose of the Act is without foundation.

12.2.2 The Council has consulted extensively with interested parties, including staff, parents, Governors and the general public with regard to the potential closure of Lyndale and will continue to invite representations from such parties during the representation stage of the Statutory process. Having considered these views and the report which considered the SEN Improvement Test which was applied to a range of different options it has been decided, in principle, that the closure of Lyndale is the most proportionate means of achieving the legitimate aim set out in the 4th September cabinet report.

12.3 Section 19

12.3.1 This argument is legally flawed as, pursuant to s.19(1) Equality Act, the parents would have to possess a relevant protected characteristic. You have provided no evidence of this.

12.4 Section 26

12.4.1 The allegation that the Council has in any way violated the dignity of the persons affected by its decision, whether the children or otherwise, is entirely misconceived and without foundation and is not supported by any evidence.

12.4.2 Further, there is no evidence that any current or previous members of staff at the school have been intimidated by any members of the Council.

12.5 Section 27

12.5.1 For this section to be engaged, the Council would have had to have subjected the parents to a detriment directly because they have threatened legal proceedings. As far as the Council is aware, no legal proceedings have been issued.

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12.5.2 You have provided no evidence of this and therefore your claim is unfounded. In any event, the Council denies that any parents have been subject to a detriment.

12.6 Sections 85 and 86

12.6.1 Your claim in relation to these sections are also without foundation as you have provided no evidence to suggest that any children will be subject to a detriment as a result of this decision.

12.6.2 Furthermore, the Council has consulted a wide range of interested parties on a number of different options to ensure that all consultees were aware of the different proposals that the Council wished to consider prior to making an appropriate “in-principle” decision that would lead to the children continue to receive the highest standard of education.

12.6.3 In addition, the decision to commence the statutory process to publish a closure notice to close the school from 2016 is not determinative that the school will be closed or that the children will be moved to another school which is specifically designed to provide education to pupils with special educational needs and other disabilities. On that basis, the children will suffer no detriment as a result.

12.6.4 Further, the allegation that children are being penalised for their parents’ opposition to the proposals, or for any other reason, is entirely without foundation. This is simply incorrect and there is no evidence to support such a spurious allegation.

12.7 Section 112

12.7.1 The Council strenuously denies any breach of the Equality Act, therefore your point in relation to this section has no legal foundation.

12.8 Section 149

12.8.1 For the reasons set out at paragraph 14 below, the Council has clearly discharged its public sector equality duty under the provision of the Act.

12.9 Section 158

12.9.1 The Council accepts that the pupils at Lyndale have educational needs that are different from the needs of pupils in mainstream education. However, you state in your letter that pupils with Profound and Multiple Learning Difficulties (“PMLD”) form a small minority of the school population. This is not the case, there are 21 pupils on the roll at Lyndale, 18 of which are diagnosed as having PMLD.

12.9.2 In dealing with your point, we reiterate that the level of education provided to the children will not be affected by the proposals.

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13. Disability Discrimination Act 1995 (“DDA 1995”) and the Disability Discrimination Act 2005

13.1 I do not propose to respond in detail to the provisions referred to in the above Acts given that both were repealed by Schedule 27(1) Paragraph 1 of the Equality Act.

13.2 As a gesture of goodwill, I have listed below the points you have raised in relation to these Acts that are covered by the new Equality Act.

13.2.1 Sections 21B, 28B, 28C and 28F DDA 1995 are now covered by s.13 Equality Act.

13.2.2 Sections 21D and 49A DDA 1995 are now covered by s.149 EA 2010.

13.3 I have responded to the points raised under the new provisions above.

14. Equality Impact Assessment (“EIA”)

14.1 As mentioned above, the Council is fully aware of its public sector equality duty to have due regard to the need to eliminate unlawful discrimination, advance equality of opportunity and foster good relations between persons with a protected characteristic and those without.

14.2 In order to comply with this, the Council commissioned an EIAs which commenced on the 6th December 2013 and further reviewed on the 6th August 2014. The purpose of the EIA was to ensure that the Cabinet was fully aware of any equality implications when considering a proposal that Lyndale may close before making an in principle decision to public a statutory closure notice.

14.3 The EIA, which is publicly available online, assesses the impact that the proposals could have on pupils; staff at both Lyndale and other schools; and the parents of children affected by the decision. The EIA refers to the potential positive impact that the proposals could have on the children concerned, for example they may be provided access to new and varied opportunities, and steps that can be taken to ensure there are no negative consequences.

14.4 The members of the Cabinet had access to the EIA documents and reviewed both of them prior to making its decision of 4 September 2014. As such, it is clear that the council has had “due regard” to its’ public sector equality duty under the Equality Act.

15. SEN Improvement test

15.1 The Council is fully aware of its obligation to apply the SEN Improvement test to the decision in this matter. To assist compliance with this duty, the Council instructed an independent consultant to assess all the options.

15.2 Specifically in relation to the points you raise, Table 1 and Part 7.7 of the independent consultant’s report referring to the SEN Improvement Test (which is also publicly available) indicate that both alternative schools, Stanley and Elleray Park have at least as good Ofsted judgements. This demonstrates that if in due course it is proposed that Lyndale pupils are placed in either of these schools it will not limit their access but will improve their access to high quality education and services.

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15.3 The two alternative schools are special schools with staff that are suitably qualified to teach and support children although no decision has yet been made that a particular child will move to either of these alternative schools. Furthermore, if in due course the Council decides to implement a decision to close Lyndale it will look to support staff at The Lyndale in finding alternative employment. However, no decisions in this regard have been made, so this particular ground of challenge is extremely premature. However, the Council wishes to point out that no pupil’s access to specialist staff will be affected.

15.4 Part 7.7 of the Report also states that the first alternative school, Stanley, has new accommodation specifically designed to cater for children with PMLD. In particular, it has 12 large classrooms, a hydrotherapy pool and sensory facilities. The second alternative school, Elleray Park, is currently being expanded to enhance the specialist facilities that pupils with PMLD require. As such, it is clear that if a decision to close Lyndale is made in due course, pupils at Lyndale will be able to access suitable accommodation facilities at other schools in the area. This may include Elleray Park or Stanley Schools whose capacity has recently been increased.

15.5 On that basis your assertion that there will not be an improved supply of places is unfounded.

15.6 Further, reiterating what has already been mentioned in this letter, both Elleray Park and Stanley schools are special schools and are therefore more than able to receive pupils with PMLD and other complex needs.

15.7 Referring to the point you raise regarding funding, the Report clearly states that this is a viable option. Most other options lead to a budget deficit of between £26,000 and £168,000 which is financially unsustainable and would lead to a significant reduction in the quality of education provided to the pupils at Lyndale, which you will agree, is not a viable option. This proposal indicates there would be a surplus of £33,000.

16. Premature Challenge

16.1 In addition to all of the reasons stated above, the Council regards your threat of Judicial Review as being extremely premature. As is clearly stated in the Cabinet minutes, this is merely an “in-principle” decision to proceed with the statutory process.

16.2 There are still several stages of the statutory process to undergo which includes a stage whereby any person or organisation will be invited to make further representations to the Council in response to the statutory notices. The Cabinet is under a statutory obligation to consider such representations before making a final decision. It is possible, that the Council may decide not to close Lyndale School.

16.3 As these processes have not yet been completed and no final decision on the matter has been made, it is the Council’s view that any suggestion of a way of challenge by way of Judicial Review at this stage is extremely premature and unnecessary.

17. Further information

17.1 At section nine of your letter you outline numerous requests for further information. The Council’s response to each request is detailed below.

17.1.1 The Council’s Cabinet Report of 4th September 2014, its appendices and the record of the Cabinet decision of 4 September

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2014 sets out fully the Council’s reasons for its “in-principle” decision.

17.1.2 The Council does not hold statistical information relating to staff at Lyndale. It is possible that Lyndale may hold such information and it would therefore be appropriate for you to deal with Lyndale direct in relation to this request

17.1.3 You have requested information relating to statistics on any protected characteristics of the Council’s workforce. The Council does hold such information, but cannot see the relevance of this request in light of the proposed grounds of challenge. Any such information is held purely based on information employees have provided about themselves to the Council as their employer and is not relevant to the in principle decision to publish a statutory closure notice.

17.1.4 In relation to your request for statistics on pupils at Lyndale – the Council can confirm that currently 21 pupils are listed on the admission the roll at Lyndale. 18 children have been diagnosed as having PMLD, three have complex learning difficulties, two are of Asian (Indian) origin and the remainder are White British.

17.1.5 The Council believes that the financial information that is publicly available as part of the Cabinet report fully discharges its duty of candour in relation to the request for a three year projection of Lyndale School’s budget.

17.1.6 Any earlier draft of the report detailing the outcome of the consultation are not relevant as officers continued to consider their report in the light of feedback and responses

18. Documents you request

18.1 At Section 10 of your letter you request a number of documents that you consider relevant. The Council’s response to each request is detailed below.

18.1.1 Please refer to Appendix 6 of the Cabinet report (which is publicly available) which contains a summary of the responses received during the consultation.

18.1.2 The Council’s response to your request for these documents is detailed at Paragraphs 17.1.5 and 17.1.6 above.

18.1.3 Six public meetings which formed part of the Council’s consultation process were held, to which all interested parties including staff and trade unions were invited to attend. Notes of these are published with the Cabinet report at Appendices 5-7.

18.1.4 As part of the Council’s consultation process it met with the Chair of governors of Lyndale and the whole governing body in separate meetings.

18.1.5 There was no report commissioned from a Principal Educational Psychologist.

18.1.6 Details of how the Council think the preferred option meets the SEN Improvement test – this is detailed extensively in the Cabinet Report, its’ appendices and Paragraph 15 above.

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19. Action you request

19.1 For the reasons set out at paragraphs 9 and 10, the original Cabinet decision of 4 September 2014 was entirely valid and therefore your request that the Council issue an undertaking to postpone proceeding with the statutory process is unreasonable and inappropriate.

19.2 Any further Cabinet meeting that takes places that considers any decision associated with the decision made on the 4 September 2014 will, of course, comply fully with the regulatory and constitutional requirements, which the Council is subject to.

19.3 The Council is committed to openness and transparency about its decision-making and from the nature of the information that is publicly available all interested parties are able to determine the full range of information the Council took into account, including the different options considered, before the decision of 4 September 2014 was made. The Council is satisfied that its decision making process to date has been transparent and open, and does not consider that a further meeting would be beneficial particularly in light of the fact that the early stages of the statutory process have not yet completed and no final decision with regard to the potential closure of Lyndale has been made.

If you are still minded to pursue a claim for Judicial Review, the Council will vigorously oppose any proceedings and seek to recover its costs of defending such proceedings. We consider the threat of such proceedings to be premature, wholly misconceived and entirely without merit for all the reasons set out above.

Yours sincerely,

(signature of Surjut Tour)

Surjit Tour
Head of Legal and Member Services
and Monitoring Officer

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