INTOSAI Working Group on the Audit of Privatisation

Papers for the Eighth Meeting
Budapest, 11 and 12 June 2001


Overview note by the Chairman

The Working Group’s Remit

  1. The Working Group was set up in 1993 with the following terms of reference:
  1. At XVI INCOSAI it was agreed that, in the period leading up to XVII INCOSAI in October 2001 and acting within the ambit of their terms of reference, the Working Group should:

Purpose of this Note

  1. This note introduces the draft agenda for the seventh meeting, and the various papers attached for discussion at that meeting which were contributed by members of the Working Group, or prepared by the secretariat in the light of comments received from members, by 4 May 2001. The note follows the order of items in the agenda (below) and the various papers attached also follow that order.

Draft guidelines on best practice for the audit of economic regulation and of public/private finance and concessions

  1. As agreed at the seventh meeting in Buenos Aires in September 2000, both sets of draft guidelines were circulated to the INTOSAI membership. Those SAIs who commented welcomed the guidelines and a number offered drafting comments/suggestions. These, together with a number of editorial changes, have been incorporated in the revised drafts below. New material is shown at this stage in lighter and underlined type, for ease of reference.
  2. If the Working Group are content with the revised texts, the next stage will be to submit both sets of guidelines to XVII INCOSAI for adoption. This guidance on the audit of two key areas of change and development in the supply of services – contracts with the private sector and the regulation of essential utilities – is likely to be of particular interest given that one of the key themes of XVII INCOSAI will be the contribution of SAIs to administrative and government reforms.
  3. Translations into the other INTOSAI official languages (Arabic, French, German and Spanish) of the drafts circulated to the INTOSAI membership have been prepared and entered on the Working Group’s website. We are very grateful to the SAI of Argentina for undertaking the Spanish translation. The secretariat will arrange for the translations to be completed and hard copies of the final texts to be prepared in the usual booklet form in all INTOSAI languages in time for distribution at XVII INCOSAI.

Hungarian Privatisation

  1. Dr Árpád Kovács, President of the Hungarian State Audit Office and Host of the eighth meeting of the Working Group, will make a presentation on privatisation and its audit in Hungarian. And Mr Akos Macher will address the meeting on the reorganisation of the State Privatisation and Holding Company.

Role of the State as Partner in Private Business

  1. The principal item is the report on the outcome of the survey of Working Group members on the role of the state as a minority shareholder in private businesses. Eleven members responded to the survey. The replies of each SAI are being entered on the Group’s website. The report summarises these replies, highlighting key aspects of such shareholdings. The report also gives examples of examinations which SAIs have carried out. It suggests (paragraph 53) that the Group might wish to develop guidance on a number of issues, including how the state might manage the risks involved, what skills and incentives might be needed, and how the SAI can carry out constructive examinations.
  2. The second item is a paper by the SAI of the UK setting out how public bodies in the UK are being encouraged to enter into partnerships with private sector businesses, often taking the form of minority shareholdings, aimed at exploiting the commercial value of state owned assets, for example intellectual property owned by public research bodies.

Using the Privatisation Audit Guidelines

  1. Two SAIs (Denmark and Albania) will give updates on presentations they gave at previous meetings on progress in privatisations in their countries. The SAI of Denmark will present a midway report on the audit of the privatisation of harbours. And the SAI of Albania will present a paper on the challenges currently posed by privatisation in Albania.

Auditing in an outsourced environment

  1. This paper, by Mr Pat Barrett, Auditor-General for Australia, considers a wide range of issues relevant to how the public sector relates to the private sector to achieve public outcomes. The paper includes details of audit experiences, the lessons that have been learned so far, and the on-going challenges for public sector auditors.

Using the Public/Private Finance and Concessions Guidelines

  1. Two SAIs will be presenting papers on how they have been auditing the operation of contracts between the public and private sector for the supply of public services, and the extent to which they have found the draft guidelines helpful in this task. The paper by the SAI of Poland (enriching audit methodologies) shows how the guidelines have been applied in a number of audits and the extent to which the SAI has found them useful. The paper by the SAI of Hungary (auditing concessions contracts) sets out examples of the audit of such contracts in Hungary, the relevance of the guidelines, and the lessons learned from these audits.

Privatising Regulation

  1. In his paper on the possible use of market forces in the management of regulation, Dr Ilan (SAI of Israel) examines ways in which, where regulation is required for the good of the public, market forces (for example the need for professional liability insurance, and the concern of suppliers for their reputation) might be utilised as means of enforcing regulation, as an alternative to direct enforcement by the state.

Information Exchange

  1. At the Buenos Aires meeting, members of the Group were invited to send to the SAI of India contributions to the digest of completed privatisation audits, to enable the SAI of India to make a progress report at the eighth meeting. In addition, the secretariat have prepared a further paper, with recommendations, on the use being made of the Working Group’s website.

Report to XVII INCOSAI and future work programme

  1. The discussion will bring together the outcome of the Group’s deliberations on two important aspects. First, the Group’s report to XVII INCOSAI on the outcome of their work in pursuit of their remit from XVI INCOSAI (November 1998) – in particular the 2 sets of new guidelines, the extent to which the 1998 privatisation audit guidelines have proved to be of value, and facilitating further exchanges of information (including the website). Second, the Group’s future work programme – options so far identified include developing guidance on the audit of the state’s minority shareholdings, further examination of ways in which regulation in the public interest can be carried out by private sector bodies or left to market forces, and contractual issues arising from the procurement of public services from the private sector.

Dates of future Meetings

  1. As previously announced, the ninth meeting of the Group will be hosted by Mr Bjarne Mørk-Eidem, Auditor General of Norway, in Oslo. The meeting will take place on Monday 10 and Tuesday 11 June 2002.
  2. Also as previously announced, Dr Lubomir Volenik, President of the Supreme Audit Office of the Czech Republic, has kindly offered to host the tenth meeting of the Group, in Prague. The meeting will be held on Monday 9 and Tuesday 10 June 2003.