SCHEDULES
SCHEDULE 1 Competition
FINANCIAL SERVICES
F113
1
The provision of services consisting of, or provided for the purposes of, or in connection with, any of the following, (and only the following) falls within section 2(2)(1) above, namely
a
financial advice to any of the following, namely—
i
a defined authority or its elected members;
ii
any committee or sub-committee of a defined authority, or any other group of persons which reports to such an authority, committee or sub-committee; and
iii
any officer or department of a defined authority;
b
financial advice to any other person in relation to the discharge of any functions of a defined authority;
c
accounting services including, in particular, the completion of statutory accounts and the maintenance of appropriate financial records;
d
the administration of direct and indirect taxation for a defined authority;
e
the development and maintenance of financial information and management systems;
f
audit services including, in particular, liaison with external auditors and other appropriate bodies;
g
the administration, collection and recovery of non-domestic rates, council tax, water and sewerage charges or rates, community charges and general rates;
h
the provision of payroll facilities;
i
subject to sub-paragraph (2) below, the determination, administration and making of payments, including arranging abatements and rebates;
j
the collection of income and the recovery of debts;
k
the administration of a defined authority’s pension fund including, in particular, the management of investments and actuarial services;
l
the arrangement and management of borrowing and investment and the monitoring of cash-flow;
m
the administration of a defined authority’s insurance arrangements;
n
financial consultancy work including, in particular, research;
o
the procurement, monitoring or supervision of, or the arranging of payment for, any services which fall within paragraphs (a) to (n) above and are provided for a defined authority by any person.
2
The activities described in sub-paragraph (1)(i) above do not fall within section 2(2)(1) above where they relate to
a
mandatory and discretionary awards made pursuant to the Education Act 1962 F2;
b
c
clothing grants payable pursuant to section 5 of the Education (Miscellaneous Provisions) Act 1948 F5 or section 54 of the Education (Scotland) Act 1980;
d
free school meals and milk provided pursuant to section 22 of the Education Act 1980 F6 or section 53 of the Education (Scotland) Act 1980; or
e
board and lodging fees payable pursuant to section 111 of the Education Reform Act 1988 F7 or section 52 of the Education (Scotland) Act 1980.