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Recommendations on the future of access panels in Scotland

Made to the Scottish Executive by the Access Panel Steering Group.

28 August 2003.

Since the production of this report the Scottish Disability Equality Forum (SDEF) was chosen by a majority of panels to provide an umbrella body for panels. SDEF successfully applied for funds to undertake this task. From April 2004 they will be the national point of reference for access panels. Contact them at www.sdef.org.uk

Contents:

Subsequent paragraphs are numbered for ease of reference.

Introduction

1). In early 2002 the Scottish Executive commissioned research into the present situation and needs of access panels in Scotland. The Access Panel Steering Group, which is supported by the Scottish Executive and facilitated by the Scottish Council for Voluntary Organisations (SCVO) oversaw this work.

2). This research targeted those key stakeholders directly involved with the work of access panels: access panels themselves, organisations of disabled people, local authorities and a number of other relevant bodies, for example the Disability Rights Commission.

3). The resultant report entitled ‘A Review of Access Panels in Scotland’ was published in March 2002. It gave a comprehensive picture of the then situation and five key recommendations for the future.

  1. Funding should be provided by the Scottish Executive to a national umbrella organisation, in close consultation with access panels.
  1. Earmarked funding should be set aside, perhaps through local authorities, to support the setting up of new panels and the ongoing work of existing panels.
  1. Scottish Executive guidance should be issued to ensure that the role of the Local Authority Access Officer is given more formal recognition and support in relation to both funding given to local authorities and training and information offered to Access Officers.
  1. Government bodies operating in the area of the built environment and/or disability should be encouraged to consider their role in relation to local access panels. Key bodies in particular would include the Disability Rights Commission, Communities Scotland and Historic Scotland, among others.
  1. The research has shown that further work is needed to promote the rights provided by the Disability Discrimination Act to disabled people.  The Disability Rights Commission should seek to work closely with access panels and other local organisations of and for disabled people to achieve this.

4). The full report is available in hard copy from SCVO or online at the ‘Equalities Programme’ section of the SCVO website under ‘Disability’ then ‘Access Panels Research Report’. Currently this can be accessed through this link:

Access Panels Research Report

If there are any problems accessing the link please contact SCVO.

5). It was clear that more work was required to fully realise and bring to fruition the future that the report envisaged. Recommendation five in particular could not be actioned as it was written because the role of the DRC is directed by UK ministers and the DRC cannot take direction from elsewhere.

6). To make sure that disabled people and other stakeholders were involved directly in the decision making process it was recognised as imperative to involve a wider group of people with an interest in this area on the Access Panel Steering Group itself.

7). Key criteria for the steering group were:

o        It should include a majority of representatives from the disability voluntary sector (and) should also include a majority of disabled people.

o        Key constituencies within the disability voluntary sector which should be represented include: access panels, disability-led organisations, service providing and/or carers’ organisations.

8). As a result the group was expanded to satisfy these criteria and presently includes representatives from:

v      Communities Scotland.

v      Convention of Scottish Local Authorities.

v      Disability Agenda Scotland.

v      Disability Rights Commission.

v      Edinburgh Access Panel.

v      Highland Access Panel Network

v      Historic Scotland.

v      Inclusion Scotland.

v      Scottish Council for Voluntary Organisations

v      Scottish Disability Equality Forum.

v      Scottish Executive Community Care Division.

v      Scottish Executive Building Standards Division.

v      Scottish Executive Equality Unit.

v      West Dunbartonshire Access Panel

9). To ensure that the wider group of key stakeholders originally consulted had a further opportunity to make their views clear, a consultation document was circulated to them during autumn 2002. It asked for ideas on how the recommendations of the original report could be put into practice. The results of this consultation were collated and presented to the Access Panel Steering Group in December 2002.

10). One hundred and sixty consultation documents were sent out. However, each of the thirty-two local authorities received three sets of documents. This was because the steering group decided to raise awareness throughout each local authority of this process by sending one to each Chief Executive, one to each Chief Building Control Officer and one to each Access Officer. In the event, most local authorities chose to send single replies and no local authority sent in more than one reply before the deadline. Because of this situation it is more sensible to consider that ninety-six consultation documents were sent out in total. Thirty-three went to each access panel that the group knew of at that time. The remaining thirty-one went to local disabled persons groups and six ‘others’ (for example, the Disability Rights Commission, the Royal Incorporation of Architects in Scotland).

11). By the deadline of November the following responses had been received:

From:

Local authorities:                                   11/32 (34.37%).

Access panels:                                      14/33 (42.42%).

Disabled persons groups & others:             11/31 (35.48%).

The return of 36 out of 96 forms equates to a good response rate of 37.5%.

12). There was a high level of agreement between respondents to the consultation. While there were many different suggestions most of them were complementary rather than mutually exclusive. They amounted to a clear picture of what the future should look like. The group’s recommendations are therefore closely based on both the contents of the original report and the results of the consultation.

13). It was particularly important for the research and consultation to collect the opinions of disabled people on the future of groups whose work has a direct relevance to their daily lives. The good response rate from access panels and disabled persons groups was therefore very welcome. There was also a consultation event held on 26 March 2003 to which all panels were invited. They were presented with the draft recommendations and invited to comment. Some changes were made to the recommendations based on these comments.

14). The steering group firmly believes that unless disabled people are involved in shaping their environment then it will not be altered in ways that are of any use to them. The steering group has strong representation from disabled persons and disabled persons groups among its membership. This has further ensured that the measures it has identified as necessary have been formulated with the meaningful involvement of disabled people.

The Political Context

15). The steering group believes that its recommendations are a workable and effective way forward for access panels in Scotland and for those who work with them.

16). They are in keeping with the vision of the Scottish Office Social Inclusion Strategy outlined in 1999.

“Our vision is of a Scotland in which … everyone is enabled and encouraged to participate to the maximum of their potential. To achieve this vision it will be necessary, in particular… to eliminate discrimination and inequality on the grounds of gender, race or disability.”

They will also support the Scottish Executive to meet its priorities in a variety of ways as noted below.

17). The original report ‘A Review of Access Panels in Scotland’, stated that:

“Better consultative links between local government and disabled people, and a more accessible built environment, are aims which mirror closely the Scottish Executive’s Social Justice strategy, particularly in terms of the targets to reduce inequalities between communities, and to increase residents’ satisfaction with their neighbourhoods and communities. The improvement to the built environment, which the voluntary effort of local access panels brings, is appreciated not just by disabled people but also by the very old and very young in our communities.”

18). The recommendations of the steering group are also in keeping with commitments contained in the Scottish Executive’s Equality Strategy to ‘follow polices and programmes that seek to address the inequalities and exclusion which result from discrimination’ and to ‘promote the inclusion of under-represented groups in…decision making’

19). Furthermore they tally with the provisions in the Scotland Act 1998 for:

·         the encouragement (other than prohibition or regulation) of equal opportunities and of the observance of the equal opportunity requirements.

·         the duties on public bodies to have due regard to the need to meet the equal opportunity requirements.

A Note on the Recommendations from the original report ‘A Review of Access Panels in Scotland’:

20). The first recommendation from that report is that ‘Funding should be provided by the Scottish Executive to a national umbrella organisation, in close consultation with access panels’. If that recommendation is accepted this body will be responsible for taking forward many of the other recommendations in detail. It will work closely with panels, local authorities, their departments and others to enable effective and supportive working relationships between them to be established and/or maintained and to establish best practice and work to ensure that it is followed across the country.

21). Many panels and other stakeholders will recognise that they are already working in many of the ways that are outlined in the recommendations. This is a welcome situation and the steering group hopes that in future all panels and stakeholders will receive the support they need to do the work that they are all so committed to.

22). It is in the context of all of the above that the Access Panel Steering Group has produced its recommendations for submission to the Scottish Executive and it is now for the Scottish Executive to respond to them. 

The Access Panel Steering Group recommends the following:

A National Umbrella Body for Access Panels

23). An independent national umbrella body for access panels is created. It will have fully equipped offices, a paid staff and a governing board (or equivalent) that will manage the body. This board will feature a majority membership of access panel representatives. Other invited members will join as those representatives see fit.

24). The umbrella body could be entirely new or it could be administered by a body already in existence. However, if the latter course is followed panels will not have to become members of the existing body in order to be involved in their own umbrella body.

25). After further consultation with access panels the steering group recommends that the Scottish Disability Equality Forum (SDEF) takes on the responsibility for establishing the umbrella body as per its proposal of 27 June 2003. Appendix 3 provides more detail.

26). Meetings of the umbrella body board are accessible. This will probably involve the provision of various communication methods, material in various formats, the creative use of modern technology and meetings taking place at various locations around Scotland throughout the year as opposed to being always held either in the central belt or in a major city.

27). All panels join the umbrella body as members to ensure a consistent level of support across Scotland. A situation where lack of membership affects the ability of the umbrella body to properly support a particular panel should be avoided.

28). The original report ‘A Review of Access Panels in Scotland’ made the following recommendations on the role of an umbrella body and the Access Panel Steering Group supports them.

“Funding should be provided by the Scottish Executive to a national umbrella organisation, in close consultation with local access panels, to:

·         offer support and information to panels

·         facilitate communication between panels

·         form a national network or advisory body on access issues*

·         develop common standards for access panels

·         organise training and seminars

·         promote and publicise the work of local panels

·         liaise with national bodies on access issues”

* the board of the umbrella body will fulfil this role, supported by the paid staff.

29). Furthermore the Access Panel Steering Group recommends that

§         The umbrella body should seek to establish best practice and to develop, over time, the capacity and competence of access panels.

  • The setting of standards, priorities and activities for the umbrella body should be done by the board of the umbrella body in conjunction with the Scottish Executive and other relevant parties, including local authorities, individual access panels, disabled people, professional practitioners and the private sector.
  • The umbrella body attempts to ensure that there is a balance between the input of ‘access professionals’ and ‘users of services’ in the area of work that access panels are meant to cover.

The Role of Access Panels

30). Access Panels work together through the board of the umbrella body to identify standards, priorities and activities that will apply to all panels across the country.  These will be for the benefit of panels and the communities they serve and they will not compromise the ability of panels to respond effectively to various local priorities.

31). Panels continue and expand upon their present work and consequently that they:

  • 32). are consulted on relevant planning and building applications in their local authority area and given time to provide access solutions to identified issues. The definition of ‘relevant’ should be a matter for decision by the panel together with the local authority but the umbrella body should seek to provide guidance at an early stage of its existence.
  • 33). are partners in local authority inspections of completed buildings and submit further recommendations if necessary.
  • 34). seek to work in an appropriate form of partnership with those undertaking access audits and producing access strategies whomsoever is the lead body or agency or contractor for any given audit or strategy.
  • 35). ensure they are both properly constituted and insured in such a way as to protect members of panels against any legal action that might be taken as a result of any advice, recommendations, guidance or other information supplied by those panel members when acting in their capacity as panel members (see Appendix 2).

§         36). provide general information, undertake awareness-raising & training, produce access guides and campaign for good access for all in various circumstances. This activity should no longer be considered to be solely with respect to buildings but should include the general built environment (particularly among those responsible for designing and constructing various parts of it, for example, pavements, parks, pedestrian crossings) and transport. It should also include various services delivered by and for diverse groups both within and without the built environment and in both the public, private and voluntary sectors. The scope of services that are covered by the above is large and is intended to guide panels in their work. Examples of services are also given in Part 3 of the Disability Discrimination Act itself and there is clarification in the Code of Practice to Part 3 available from the Disability Right Commission. The exact services that access panels chose to prioritise is a matter for individual panels to decide.

  • 37). work together through the umbrella body to:
    • 38). produce uniform good practice advice for addressing accessibility issues that can be used by those who wish to go ‘beyond the minimum standards’ stipulated in current official national and international guidance (e.g. BS8300). This may necessitate panels to organise or even provide disability awareness training.
    • 39). develop access awards to flag up and reward accessible places and services and simultaneously develop constructive ways of highlighting deficiencies that will lead to their improvement.
  • 40). receive appropriate training (which may be accredited) to enable them to fulfil their role.

The Membership of Access Panels

41). Panels are led by disabled people and strive to represent those with different impairments. It is particularly helpful for panels, especially when undertaking access audits, to represent disabled people including those with visual, aural and mobility impairments, hidden disabilities, mental health issues and learning difficulties.

42). A designated Access Officer attends meetings and acts as an advisor to the panel and key professionals working in relevant fields (for example architects, building control officers, planning officers and those in health and education) are identified and formally invited to join panels as advisors or as members as the panel sees fit. If this approach does not yield regular attendance by relevant professionals panels should strive to obtain expert advice, as they require it, and the Access Officer should have a key role in ensuring this happens.

43). Representatives from other sectors of the community who are particularly affected by access issues (for example parents and older people) and those with responsibility for taking decisions that could affect the work of panels (for example local elected members) are invited to join panels as advisors or as members as the panel sees fit.

Note to the above:

It is important for any panel that the definition of a member and an advisor and their roles and responsibilities are clear before a panel decides in what capacity interested parties may best serve the panel. This is likely to be addressed when panels formally constitute themselves as referred to in paragraphs 35 and 73.

Funding

44). Funding for the umbrella body is linked to its standards, priorities and activities and provided directly by the Scottish Executive.

45). Funding for individual panels is linked to their standards, priorities and activities.

46). Local authorities are required to support the panel(s) within their area in an appropriate and practical way so as to allow them to carry out their role.

47). The umbrella body will hold and administer a general fund, consisting initially of monies sourced from central government, which will be distributed to panels as appropriate upon application to the fund by panels for specific purposes or projects. Any panel applying to the fund would have to seek and obtain the support of their local authority first before they were eligible to apply to the fund. It is to be hoped that this will encourage panels and local authorities to work together.

48). If an access panel for any reason is unable to obtain the support of it’s local authority the umbrella body will be available to work in conjunction with that panel and with that local authority to identify what barriers exist to such support being secured and to attempt to overcome them. This may involve the identification of various types of support for that panel from other appropriate sources.

49). It is not the intention that receipt of funding from any one source will preclude any panel from attempting to source funds from elsewhere.

50). All funding from national and local government is allocated for a fixed term to be not less than three years at a time. Funds would be paid out as with normal funding regimes (quarterly or annually) and subject to the usual annual auditing process and monitoring and evaluation procedures.

51). The issue of sustainable funding for access panels and any supportive national umbrella body beyond the initial three years is carefully considered and properly planned for.

N.B.

  • The intention for the umbrella body is that it will have the resources and staff to carry through an ‘exit strategy’ from its initial funding period. It is to be hoped that any such structure put in place will be successfully sustainable. However, the Access Panel Steering Group was concerned that there was an expectation that all individual panels will speedily become self-funding organisations once they are given initial funding and supported by an umbrella body.
  • While it is true that presently some individual access panels (as a part of a small voluntary organisation) have access to resources such as stationary, office space or even staff time, a large number operate with only very minimal resources and in-kind contributions from the local authority. Most access panels operate only with volunteers (who may or may not claim travel expenses)  - and consequently a high turnover of members - and a few hours per week of assistance from a paid member of local authority or voluntary sector staff. Given the wide variation across the country of level of development, support and range of functions, many access panels may not be in a position to become self-funding either within three years or for several years to come. While the umbrella body can support any panel to attempt reorganisation and self-sufficiency there is no guarantee that all such panels would be successful especially given that so many sources of potential funding would be the same for all panels (e.g. National Lottery, charitable trusts). A lack of central funding to panels is what has resulted in the present ad hoc situation nationally and it is hoped that this situation will be avoided in future.

52). Charging for their services is subsequent to the appropriate constitutional and legal relationships being in place and panels are clear whether this is possible or necessary depending on the role that any given panel wishes to adopt in their locale.

53). Planning and building applications already involve paying a fee to the local authority. Depending on local circumstances panels and local authorities could consider whether or not there was a scope for part of this fee or the introduction of a panel specific fee could be a viable source of sustainable funding for access panels.

54). The original report ‘A Review of Access Panels in Scotland’ made the following recommendations about funding and the Access Panel Steering Group supports them.

“Earmarked funding should be set aside… to support the setting up of new panels and the ongoing work of existing panels, to ensure all panels have access to:

·         accessible meeting space

·         travel and out of pocket expenses for volunteer members

·         administrative support

·         funding to fulfil access requirements of members e.g. sign language interpretation, information in different formats etc

NB. Due regard should be given to the larger number of panels and additional costs incurred in widespread rural areas.”

55). Accessible meeting space should feature accessible convenient parking.

56). Communication support should also include the provision of panel publications in accessible formats.

Disability Access Officers

57). The title given above - or something similar - is used to reflect the role of the officer around disability and related access issues. It is acknowledged that the issue of ‘access’ is of importance to everyone but the title ‘Local Authority Access Officer’ has already been enshrined in the Land Reform process to refer to officers involved in general ‘right of way’ access. A local authority may chose to create a post that deals with access in its widest sense and this is a matter for local authorities to consider.

58). A Disability Access Officer is a full time position as opposed to part time or part of a wider remit.

59). The local authority can appoint or contract a Disability Access Officer from any appropriate source within or without the authority and position them in any appropriate location within or without the authority to enable them to function most effectively.

60). Regardless of the source of the post-holder the local authority would need to be satisfied that individual is suitably qualified, experienced and able to do the job and to put in place suitable financial and managerial arrangements as necessary to support the Officer.

61). The Disability Access Officer:

  • 62). sits as an advisor to the panel and provides professional advice and tuition, as the panel requires.
  • 63). has disabled people’s interests as his/her primary concern (rather like a solicitor with a client) and his/her professional expertise complements the personal experience of disabled panel members.
  • 64). if a panel is facilitated by a local authority, assists the office bearers in organising the activities of the panel.
  • 65). acts as the primary link between the panel and the local authority and others, including experts and key professionals.
  • 66). brings access issues of concern to the attention of the panel (see paragraph 36 for the possible scope of such issues) and takes panels’ advice in formulating recommendations to overcome any difficulties. (In the case of planning and building applications both before and after completion of work).
  • 67). ensures that the local authority building control department presents these recommendations to planners, developers and any other relevant parties and attempts to ensure that any such recommendations are acted upon.
  • 68). stresses the relationship between good access provision and compliance with relevant legislation and highlights where non-compliance could be an offence under the Disability Discrimination Act 1995 or any other pertinent legislation, for example the imminent Building (Scotland) Act 2003.
  • 69). has a position within the local authority that allows them direct access to and regular contact with both building control and senior management.
  • 70). is paid or otherwise compensated for attendance at panel meetings which is considered to be normal work activity.
  • 71). has access to accredited training, in the areas noted below, as the Officer requires it. The Officer should, in conjunction with the Officer’s employer or contractor, be responsible for identifying suitable training providers. Training costs should be met by the employer or contractor.
    • Disability Awareness.
    • Disability Equality.
    • Access Auditing.
    • Legislation.
    • Building, Planning and Transport: Practice, Procedure and Regulations.
    • Inclusive Design and Adaptations.
    • General Access Issues pertinent to the full range of impairments.
    • Community Development.
    • Management Skills.

72). That no change is made to the current situation whereby the local authority is legally responsible in the first instance for advice, guidance, instruction and other information given by its officers in the discharging of their duties on behalf of the local authority, whomsoever the local authority has consulted in the formulation of such advice, guidance, instruction and other information (see Appendix 2).

Relationship to Local Authorities and other public bodies

73). Panels be constituted as independent groups that work in close partnership with local authorities and others.

74). Local authorities and the access panels in their area consider and recognise one another as empathetic partners in a mutually beneficial process and their working relationship reflects this. The precise nature of this relationship is a matter for negotiation between them. Ultimately the intention is that all access panels – aided by the support that will be made available to them  – will come to be recognised by local authorities as expert advisors in this area and their advice will be perceived as among the best available. Local authorities will look to access panels in the first instance for relevant advice while also take cognisance of any other relevant good practice advice, guidance and legislation.

75). Whoever bears legal responsibility for decisions made that involve access panel advice is properly covered by indemnity insurance. At present the local authority is legally responsible for the decisions and actions taken in its name by its officers. Given the recommended relationship between the Disability Access Officer and the access panel everyone involved should be satisfied that it is clear where responsibility lies for decisions or actions taken and recommendations given.

76). Local authorities consider producing - or enabling the production of - a local access strategy in conjunction with local access panels. Under the Education (Disability Strategies and Pupils Educational Records) (Scotland) Act 2002 local authorities are obliged to produce an accessibility strategy for their schools. A local access strategy would deal with general access issues in their area in a similar way. This could be of assistance when ensuring continuing local authority compliance with the Disability Discrimination Act 1995 and also in publicising its requirements to people within the local authority area.

77). The umbrella body takes on the role of developing and maintaining relationships with relevant public bodies particularly:

  • The Disability Rights Commission.
  • Central government (including agencies and committees, for example, Mobility and Access Committee for Scotland (MACS), Communities Scotland).
  • The National Health Service.

And also:

  • Community Planning Partnerships.
  • Disability-led and other community organisations.
  • Bodies that represent business particularly property developers.
  • Tourist boards.
  • Enterprise boards.
  • Professional bodies (particularly those representing architects, planners, surveyors & building control officers).
  • Historic Scotland.
  • Various qualifying bodies to ensure they have access awareness built into their curriculum.

Appendix 1: The Highland Access Panel Network

78). The network is an informal meeting of representatives from the following access panels for the purposes of communication and mutual support .

Sutherland.

Caithness.

Ross and Cromarty.

Lochaber.

Skye and Lochalsh.

Inverness.

Nairn.

Badenoch and Strathspey. 


Appendix 2: The Legal Situation.

79). There is some confusion as to the exact source of the suggestion to set up access panels in Scotland. The following is as much information as appears to be available:

80). In 1979 the report of the Silver Jubilee Committee on Improving Access for Disabled People was published by the Department of Health and Social Security and was titled ‘Can Disabled People Go Where You Go?’ The report recommended that local Access Panels be set up to promote access for disabled people to/within buildings and the appointment of Access Officers to provide a link between the access panels and the local authority (LA).

81). In Scotland the initiative for establishing the Panels came from the Access Committee of the Scottish Council on Disability. COSLA contacted local authorities requesting that a building control officer be designated as an Access Officer.

82). Any recommendation from the Scottish Secretary to local authorities in whatever form would appear to have been in support of this request rather than the source of it.

83). Panels were to be volunteers whom the LA could consult and the LA would pay for their costs. The panel was in effect, part of the LA and the LA was the official provider of advice and therefore legally liable should it prove lacking. In other words if there was a problem leading to legal action the claimant would have to sue the council not the panel, although it could be argued that the nature of the relationship was legally ill defined.

84). At that time there was also a different legislative context. The building regulations enshrined in law provided for access. Even if an alteration was made to improve access based on a local authorities advice (after having themselves ‘consulted’ with a panel) it is likely that it would not stray too far from legislative requirements. If it did it may be done in an effort to make even better provision and not to cut corners. However, some legal ambiguity still existed because if somebody did make an alteration that was not in keeping with the law and somebody did suffer because of it the person who had made the alteration would have no reason in law for the adjustment having been made.

85). Now there exists the ambiguous legal concept of a ‘reasonable adjustment’ (DDA 1995) and the more concrete need for buildings to address ‘accessibility and usability for disabled people’ contained in the Building (Scotland) Bill 2002 (which will soon become the Building (Scotland) Act 2003).  There are also many more accessibility standards and guidelines which do not have the force of law. E.g. BS8300 and the increasing professionalisation of access advice continues in the form of paid access consultants and consultancy firms.

86). This leaves access panels in the following position:

87). If they remain part of local authorities (as in the past) and it is only the local authority that consults them before providing its advice then it will be the local authority that is liable for that advice.

88). If they are independent (in whatever form) from the local authority and/or if they offer their advice to others beyond the local authority (for example a supermarket chain) then they are putting themselves on the same footing as a professional consultant. In fact, if they are independent they will be offering their advice to the local authority as if they were just any other client.

89). It will be crucial for the panel and the client to have a very clear written understanding as to on what basis advice is being given (as it would for a professional consultant) because it will then be the case that the independent panel is legally liable for its own advice.

Example:

90). A supermarket chain is worried whether it satisfies the requirements of the DDA. It asks the panel for an access audit. The panel access audits a supermarket. It finds some problems and it recommends a change. The supermarket chain asks whether this advice will ensure their compliance with the (ambiguous) DDA. The panel indicates that it will. The adjustment is made. Later on a disabled person shops at the supermarket and cannot use the facility that has been adjusted for whatever reason. They end up taking the supermarket to court. The supermarket might get away with saying that has made a reasonable adjustment already but if it does not and it has to make changes then it might try to claim the cost of any changes against the access panel that it claims gave it bad advice.

91). Or if a physical adjustment that is made causes injury to some person who sues the supermarket chain then the chain may again take legal action against the panel because of bad advice given.

92). The legal situations outlined above may be unlikely but they are possible. It is not a question of a panel avoiding such work but simply making sure that they are properly set up and covered for it. A panel needs to be insured and properly constituted so that a situation does not arise whereby individual panel members are legally liable for such costs.

93). It is for those that the recommendations might effect (panels, local authorities etc) to decide how far they go in acting upon them but covering themselves in the proper way is no more than any professional access consultancy would do.

Appendix 3: The Umbrella Body.

94) In July 2003 the thirty-five access panels known to SCVO were sent details of the two alternative proposals for the way that their supportive umbrella body could be established. One was by the Scottish Disability Equality Forum. The other was drafted by SCVO using the model of a typical ‘umbrella body’ voluntary organisation. Panels were asked to choose between the two. As a member of the Access Panel Steering Group the Executive received copies of both proposals and were aware of the balloting process.

95) The results were as follows:

96) By the deadline (August 15 2003) of the thirty-five ballot papers sent out twenty-one completed ballot papers had been returned by post or fax. This is a return rate of 60%. Furthermore, in case there had been problems with the post (which it seems that there had been in some areas) SCVO endeavoured to make contact with others. Five were contacted in this way, making a total return rate of 74%.

97) Both groups showed majorities in favour of SDEF. The postal ballot was 14 to 7 and the phone calls were 4 to 1, a total of 18 to 8. In percentage terms SDEF won 51% of the total possible vote, 66% of the postal/fax vote and 69% of the postal/fax/telephone vote.

98) One letter of abstention was received and another letter that described the panel’s position as follows:

"The merits of the existing SDEF proposal (with the proviso that no financial statement is available to read) probably outweigh those of a yet-to-be formed stand alone group."

99) These two responses bring the return rate up to 80%.