Investment Quarterly Reporting
Andrew Riddell made this Official Information request to The Treasury
The request was successful.
From: Andrew Riddell
Dear The Treasury,
Please provide copies of the Quarterly Investment Reports for June 2023, September 2023 and December 2023, being the reports missing from your web page on quarterly investment reporting.
I confirm I am a New Zealand citizen resident in Aotearoa New Zealand.
Yours faithfully,
Andrew Riddell
From: Ministerial Services Inbox [TSY]
The Treasury
Dear Andrew,
Thank you for your request under the Official Information Act 1982, which was received on 2 August 2024. A response will be provided in accordance with the Act.
The Treasury may publish the response to your Official Information Act (OIA) request. When you are provided with a response to this request, you will be informed about whether the response to your OIA request will be published. If the Treasury does publish the response to your OIA request, personal information, including your name and contact details, will be removed. This publication process does not apply to extension letters or transfers.
Ng? mihi maioha
| Ministerial Advisory Services Te Tai ?hanga - The Treasury
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From: Ministerial Services Inbox [TSY]
The Treasury
Kia ora,
Please find attached an update on your OIA request. Please note that this
correspondance has been signed out via an electronic process, rather than
a physical signature.
Ngâ mihi maioha
Ministerial Advisory Services
| Ministerial Advisory Services | Te Tai Ôhanga – The Treasury
Visit us online at [1]https://treasury.govt.nz/ and follow us on
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[IN-CONFIDENCE]
CONFIDENTIALITY NOTICE
The information in this email is confidential to the Treasury, intended
only for the addressee(s), and may also be legally privileged. If you are
not an intended addressee:
a. please immediately delete this email and notify the Treasury by return
email or telephone (64 4 472 2733);
b. any use, dissemination or copying of this email is strictly prohibited
and may be unlawful.
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From: Andrew Riddell
Dear Ministerial Services Inbox [TSY],
I find it very difficult to understand why the delay in responding, or who this consultation is with, why it necessary and why there is a delay.
This is a very simple request for copies of 3 specific documents. There is no need to review correspondence and decide what is relevant to the request.
You will be aware of recent guidance by the Ombudsman about delaying responses by claiming on-going consultation?
Ngā mihi,
Andrew Riddell
Andrew Riddell left an annotation ()
Can't immediately find the Ombudsman's comment but copied down this from a report on a 'consultation' delay - likely to be a decision on a request to Health New Zealand - might have been reported in a Newsroom article
The Ombudsman’s analysis, provided in an appendix to the letter, said a government agency is expected to know what information it holds, and it should, generally, be able to meet the statutory timeframes of an OIA request.
If section 15A(1)(b) is used as an exception, “an agency has to clearly demonstrate each element is met before an extension to undertake consultation is justified”. Those elements are that consultations are “necessary” such that a proper response can’t “reasonably” be made within the original time limit.
While it’s not stated explicitly in the law, Boshier said consultations “should entail discussions that are additional to, and separate from, the actual decision on the request”.
“The discussions need to be of such a nature that they encompass information that a decision-maker in an agency with good systems in place cannot reasonably be expected to know without the consultation taking place (which makes the consultation necessary).
“In other words, the consultation must aim to seek information that is specialised in some way.”
The Ombudsman’s analysis said ordinarily an agency should be able to identify at an early stage what internal and external consultations are necessary and build that into their response plan.
“HNZ has not explained why the information within scope of the request was not followed up more promptly within the original 20 working day timeframe.”
Andrew Riddell left an annotation ()
This quote from the Ombudsman is in this article https://newsroom.co.nz/2024/06/24/health...
From: Ministerial Services Inbox [TSY]
The Treasury
Kia ora Andrew,
Please find attached a reply to your OIA request. Please note that this
response has been signed out via an electronic process, rather than a
physical signature.
Ngâ mihi maioha
Ministerial Advisory Services
| Ministerial Advisory Services | Te Tai Ôhanga – The Treasury
Visit us online at [1]https://treasury.govt.nz/ and follow us on
[2]Twitter, [3]LinkedIn and [4]Instagram
[IN-CONFIDENCE]
CONFIDENTIALITY NOTICE
The information in this email is confidential to the Treasury, intended
only for the addressee(s), and may also be legally privileged. If you are
not an intended addressee:
a. please immediately delete this email and notify the Treasury by return
email or telephone (64 4 472 2733);
b. any use, dissemination or copying of this email is strictly prohibited
and may be unlawful.
References
Visible links
1. https://treasury.govt.nz/
2. http://www.twitter.com/nztreasury
3. https://www.linkedin.com/company/576138/
4. https://www.instagram.com/nztreasury/
From: Andrew Riddell
Dear Ministerial Services Inbox [TSY],
Thanks you the information provided in response to my request "Please provide copies of the Quarterly Investment Reports for June 2023, September 2023 and December 2023, being the reports missing from your web page on quarterly investment reporting".
You have provided a copy of the Quarterly Investment Report for June 2023.
However you say nothing about the Quarterly Investment Reports for September 2023 or December 2023 (although the December report may be buried in Annex B of Treasury Report T2024/243: Ministerial Engagement on investment management). Please confirm that these exist and explain why copies of these have not been provided.
I note that none of these three Quarterly Investment Reports are on the Treasury web page on quarterly investment reporting, although reports dated before and after these three are.
Nga mihi,
Andrew Riddell
From: Ministerial Services Inbox [TSY]
The Treasury
Kia ora Andrew,
Thank-you for your follow up email.
The information outlined in the publicly available section of the reply letter addresses your request for the September and December Quarterly reports (different naming conventions were used for those two reports).
Accordingly as outlined in the response, links have been provided so you can locate these on the Budget Website as opposed to a copy being provided directly to you.
Ngā mihi maioha
Ministerial Advisory Services | Te Tai Ōhanga – The Treasury
Visit us online at https://treasury.govt.nz/ and follow us on Twitter, LinkedIn and Instagram
[IN-CONFIDENCE]
CONFIDENTIALITY NOTICE
The information in this email is confidential to the Treasury, intended only for the addressee(s), and may also be legally privileged. If you are not an intended addressee:
a. please immediately delete this email and notify the Treasury by return email or telephone (64 4 472 2733);
b. any use, dissemination or copying of this email is strictly prohibited and may be unlawful.
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From: Ministerial Services Inbox [TSY]
The Treasury
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Kia ora,
Please find attached correspondence regarding your OIA request to Treasury
following on from the Chief Ombudsman’s investigation.
Please note that this response has been signed out via an electronic
process, rather than a physical signature.
Ngâ mihi maioha
Ministerial Advisory Services
| Ministerial Advisory Services | Te Tai Ôhanga – The Treasury
Visit us online at [1]https://treasury.govt.nz/ and follow us on
[2]Twitter, [3]LinkedIn and [4]Instagram
[IN-CONFIDENCE]
CONFIDENTIALITY NOTICE
The information in this email is confidential to the Treasury, intended
only for the addressee(s), and may also be legally privileged. If you are
not an intended addressee:
a. please immediately delete this email and notify the Treasury by return
email or telephone (64 4 472 2733);
b. any use, dissemination or copying of this email is strictly prohibited
and may be unlawful.
References
Visible links
1. https://treasury.govt.nz/
2. http://www.twitter.com/nztreasury
3. https://www.linkedin.com/company/576138/
4. https://www.instagram.com/nztreasury/
Andrew Riddell left an annotation ()
The last email from Treasury is an apology for not providing requested information promptly. The Ombudsman had investigated and decided that there had been a delay and that Treasury should apologise.
Things to do with this request
- Add an annotation (to help the requester or others)
- Download a zip file of all correspondence
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Dan Moskovitz left an annotation ()
Out of curiosity - where is this guidance? I've been trying to find it myself and failing. Sounds like a useful thing to reference with OIAs.
Link to this