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Preparing the Statement of Intent: Guidance and Requirements for Crown Entities

Publication Details

  • Preparing the Statement of Intent: Guidance and Requirements for Crown Entities [October 2012]
  • Published: 23 Oct 2012
  • Status: Current
  • Author: The Treasury
 

Preparing the Statement of Intent: Guidance and Requirements for Crown Entities

Published 17 November 2010
Updated 23 Oct 2012

This guidance provides advice to boards, chief executives and staff of statutory Crown entities (Crown Agents, Autonomous Crown Entities, and Independent Crown Entities) on preparing their Statements of Intent (SOI). It sets out what is required of statutory Crown entities in terms of content and process for SOIs in accordance with the Crown Entities Act 2004 (CEA), and provides discussion and explanation of the main provisions and any associated expectations.

Crown entity boards and senior leaders of Crown entities should read the overview to understand the purpose and overall content requirements of the SOI.  Those working on the documents are advised to read all of the guidance material to ensure they understand the requirements and the expected standards of reporting.

The minor changes to the guidance for the preparation of the 2013 Statement of Intent (SOI) can be found in the What’s new section on page 3.  Please note that the proposed amendments to the Crown Entities Act 2004 do not affect the preparation of the 2013 SOI.

This guidance is available for download in Adobe PDF format only. An HTML version can be requested from Information Services at the Treasury.

Contents

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What's new?

About this guidance

  • Who should read this guidance
  • Questions and feedback
  • Further information

Overview

  • The Statement of Intent and the Crown Entities Act
  • Crown Entities and the Statement of Intent
  • Structure of the Statement of Intent
  • Assistance

1 Process and production of the Statement of Intent

  • 1.1 Roles and responsibilities
  • 1.2 Timetable for presentation to the House
  • 1.3 Link to other planning
  • 1.4 Structure
  • 1.5 Style of the SOI
  • 1.6 Preparing for publication
  • 1.7 Tabling and publication
  • 1.8 Amending a published Statement of Intent
  • 1.9 Audit and the Office of the Auditor-General
  • 1.10 Choosing which areas of the SOI to improve

2 The content of the Statement of Intent

  • 2.1 A medium-term set of information
  • 2.2 An annual set of information
  • 2.3 Separating and linking the medium-term and annual information
  • 2.4 Organisational coverage of the Statement of Intent
  • 2.5 The period covered

3 Medium-term information

  • 3.1 Measures as the basis of future reporting
  • 3.2 The operating environment
  • 3.3 What the entity does
  • 3.4 Impacts, outcomes and objectives
  • 3.5 Entities' operating intentions
  • 3.6 Managing organisational health
  • 3.7 Issues requiring consultation and reporting to the Responsible Minister
  • 3.8 Processes in relation to acquisitions
  • 3.9 Other matters

4 Annual information

  • 4.1 Forecast financial statements
  • 4.2 Forecast service performance
  • 4.3 Other measures and standards
  • 4.4 Confidentiality of information
  • 4.5 Aligning SOI information with other Budget documents
  • 4.6 Output agreement information

Frequently asked questions

Checklist

  • Medium-term information
  • Annual information
  • Other information

Glossary

 soi-ces-oct12.pdf (177 KB) pp. 39
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