Executive Summary
Chapter 2 Chapter 2
2.1 IDP Review Process
The Municipal Systems Act of 2000, Section 35 states that an integrated development plan (IDP) adopted by the Council of a municipality is the principal strategic planning instrument which guides and informs all planning and development, and all decisions with regard to planning, management and development, in the municipality. The IDP process also provides an opportunity for the municipality to debate and agree on a long term vision for the development of the municipality. Among the core components of an IDP, the following matters must also be outlined in the IDP:
" the municipal Council’s vision for the long term development of the municipality with special emphasis on the municipality’s most critical development and internal transformation needs;
" an assessment of the existing level of development in the municipality, which must include an identification of communities which do not have access to basic municipal services;
" the Council’s development priorities and objectives for its elected term, including its local economic development aims and its internal transformation needs;
" the Council’s development strategies which must be aligned with any national or provincial sectoral plans and planning requirements binding on the municipality in terms of legislation;
" a spatial development framework which must include the provision of basic guidelines for a land use management system for the municipality;
" the Council’s operational strategies;
" applicable disaster management plans;
" a financial plan, which must include a budget projection for at least the next three years; and
" The key performance indicators and performance targets determined in terms of the Performance Management System.
Section 21 (1) (6) of the MFMA prescribes that the Mayor of a Municipality must at least 10 months before the start of a financial year, table in Council a time schedule outlining key deadlines for the preparation, tabling and approval of the annual budget and also the review of the Integrated Development Plan.
The municipality hopes to conclude the review process for the 2015/2016 IDP by the end of May 2015. . Below is the timetable for the IDP/ budget process for 2015/2016 Municipal fiscal year.
Table 2: 2015/16 IDP/Budget Process Plan
MONTH ACTIVITY Target date
PREPARATORY PHASE
July 2014 • Review of previous year’s IDP/Budget process, MTEF included.
• EXCO provides political guidance over the budget process and priorities that must inform preparations of the budget.
• IDP/Budget Steering Committee meeting.
• Consultation with established Committees and fora
• 4th Quarter Performance Lekgotla (2013/14)
1-31 July 2014
• Submit AFS (Annual Financial Statements) for 2013/14 to AG .
• Submit 2013/14 cumulative Performance Report to AG &
Council Structures ANALYSIS PHASE September
2014 • Council determines strategic objectives for service delivery through IDP review processes and the development of the next 3 year budget (including review of sector departments plans).
• Determine revenue projections and propose tariffs and draft initial allocations per function and department for 2015/16 financial year.
• Consult with provincial and national sector departments on sector specific programmes for alignment (schools, libraries, clinics, water, electricity, roads, etc).
• Finalize ward based data compilation for verification in December 2014.
• Update Council structures on updated data.
1-30 September 2014
STRATEGIES PHASE
October 2014 • Quarterly (1st) review of 2014/15 budget, related policies, amendments (if necessary), any related consultative process.
• Begin preliminary preparations on proposed budget for 2015/16 financial year with consideration being given to partial performance of 2014/15.
• 1ST Quarter Performance Lekgotla (2014/15)
1-31 October 2014
28 October 2014 PROJECTS PHASE
November
2014 • Confirm IDP projects with district and sector departments.
• Engage with sector departments’ strategic sessions to test feasibility of attendance to planned sessions.
• Review and effect changes on initial IDP draft.
1-30 November 2014
* INTEGRATION PHASE
December 2014 • Consolidated Analysis Phase in place
• IDP/Budget Steering Committee meeting
• IDP Rep Forum.
05 December 2014
09 December 2014
January 2015 • Review budget performance and prepare for adjustment
• Table Draft 2013/14 Annual Report to Council.
• Submit Draft Annual Report to AG, Provincial Treasury and COGHSTA.
• Publish Draft Annual Report in the municipal jurisdiction (website etc.).
• Prepare Oversight Report for the 2013/14 financial year.
• Mid-Year Performance Lekgotla/Review/Strategic Planning Session, (review of IDP/Budget, related policies and consultative process
05-20 January 2015
29 January 2015
February 2015 • Table Budget Adjustment (if necessary).
• Submission of Draft IDP/Budget for 2015/16 to Management.
• Submission of 2015/16 Draft IDP/Budget to EXCO
• Submission of Draft IDP/Budget and plans to Portfolio Committees.
.
09 February 2015 11 February 2015 20 February 2015
March 2015 • Council considers the 2015/16 Draft IDP/Budget.
• Publish the 2015/16 Draft IDP/Budget for public comments.
• Adoption of Oversight Report for 2013/14.
31 March 2015
- APPROVAL PHASE
April 2015 • Submit 2015/16 Draft IDP/Budget to the National Treasury, Provincial Treasury and COGHSTA in both printed & electronic formats.
• Quarterly (3rd) review of 2014/15 budget/IDP and related policies’ amendment (if necessary) and related consultative process.
• Consultation with National and Provincial Treasury, community participation and stakeholder consultation.
• Submission of IDP/Budget for 2015/16 to Council structures with incorporated comments from the consultative process and taking into account 3rd quarterly review of the current year
• 3rd Quarter Performance Lekgotla (2014/15)
08 April 2015
04-18 April 2015 24 April 2015
29 April 2015 May 2015 • Submission of Final Draft IDP/Budget for 2015/16 to the
Council for approval.
• Finalize SDBIPi for 2015/2016.
• Develop Performance Agreements (Performance Plans) of MM, Senior Managers and Middle Managers for 2015/16 performance year.
29 May 2015
June 2015 • Submission of the SDBIP to the Mayor.
• Submission of 2015/16 Performance Agreements to the Mayor.
1-30 June 2015
In terms of the MSA No.32 of 2000, section 34, a municipal council
(a) must review its integrated development plan
(i) annually in accordance with an assessment of its performance measurements in terms of section 41 (1);
and
(ii) to the extent that changing circumstances so demand; and
(b) may amend its integrated development plan in accordance with a prescribed process.”
The annual review process thus relates to the assessment of the Municipality’s performance against organisational objectives as well as service delivery, taking cognisance of internal / external circumstances that might have arisen subsequent to the adoption of the previous IDP. The review and amendment process must also adhere to the requirements for public participation as articulated in Chapter 4 of the MSA (2000).
During this annual review process we need to collate a lot of information to guide us. It is therefore evident that we need to adopt a structured approach to ensure that we translate all this data and information in a cohesive manner that will ensure that we establish strategic priorities / objectives that will address the prevailing challenges and implement appropriate strategies and projects to address these problems
The process undertaken to review the comprises of five (5) phases namely
" Phase 1: Analysis
" Phase 2: Strategies
" Phase 3: Project Identification
" Phase 4: Integration
" Phase 5: Approval