IDP & BUDGET TIME-SCHEDULE FOR 2009/10
PHASE
PREPARATION PHASE (May TO June’09)
ACTIVITY
RESPONSIBLE
OUTPUT
TIME FRAME
Develop Draft 2010/2011 IDP/OPM Time Schedule
IDP
Compilation of time schedule for 10/11 budget cycle
Budget
2nd week May ‘09
Circulate draft IDP & Budget time schedule for inputs by Stride & IDP Ref. Group
IDP
June ‘09
Tabling of Draft IDP & Budget time-schedule to All Communities & Council
IDP/OPM & Budget
End June ‘09
Advertisement of (website, local newspaper and notice board) of time-schedule
IDP
Reconstitution of Budget Committee
Briefing session with Budget Committee
Budget
Establishment of Section 57 Evaluation Panel for 08/09 final review
Analyse the report of the credibility of the 09/10 IDP
OPM
IDP
o Approved 20010/2011 IDP/OPM & Budget Time Schedule
End April ‘09
5 days after submission to Council
o
o
o
o
o
Assessment report of the existing level of development
Priority issues / problems
Understanding of causes of priority issues / problems
Strategic analysis report
Medium Term Revenue & Expenditure Framework (MTREF) process plan
June ‘09
June – Mid July ‘
July ‘09
July ‘09
MTREF process plan to EMT and Budget Committee
Analysis phase (June to sept ‘09)
MTREF updated via input ex directorates
(Considering peoples perception of their
problems and needs, but also facts and
figures)
Portfolio Committee references
July ‘09
Budget
Aug/Sept.’09
Final review of Section 57 Employees for 08/09
OPM
End Aug. ‘09
Evaluate the relevance and impact of new collated data and unexpected events on IDP
IKM / IDP
Aug. Sept.’09
Stakeholder Engagement
Intergovernmental engagement
• Engagement with Prov. & Neighbouring
• Municipal Entities
Analysis of the current situation (internally – organizational capacity) & (externally – service delivery
backlogs, crime & unemployment)
IDP / Subcouncils
Aug / Sept. 09
IDP / PROV
Sept. ‘09
IKM / Strat. HR
Sept. – Oct.’09
Prepare strategic analysis document
IKM
Nov.’09
Review and revise SFA’s & objectives and Corporate Scorecard indicators with STRIDE & REF
IDP / Budget
Budget Hearings
o Objectives (for each priority issue)
o Strategic options
Oct.’09
Oct. ‘09
Budget
Capital Budget Briefing with Directorates
Strategies PHASE (Oct. – dec. ‘09)
( Formulate solutions to address problems
identified in analysis phase – relook SFA)
Section 57 Performance Reviews; Completed Performance Plan
MTREF outcome
MTREF report submitted to MAYCO
Operating Budget briefing with Directorates
1st. Strategic Planning session with
• MAYCO / EMT
• Portfolio Members
Review Tariffs, Policies & TMS
OPM
Oct. ‘09
Budget
Early Nov.’09
Budget
Mid Nov.’09
IDP / BUDGET
Nov. ‘09
Finance
End Nov. ‘09
Review Service Menu
IDP
Nov – Dec.
All draft Directorates and Department SDBIP’s and Business Plans to all committees and council
IDP
Nov – Dev.’09
1 Draft IDP & Capital Budget IDP & Budget
S57 Mid-Year Performance Reviews; Completed Performance Plans & Evidence
OPM
st
Review and rationalization of projects, redesigning and upgrading
Projects PHASE (Jan. – March ‘10)
(Project identification should have direct link
to SFA and objectives)
Mid Oct. ‘09
2nd Strategic Session
• MAYCO / EMT
• Portfolio Committee Members
1st Draft Operating Budget
Alignment of Provincial and National programs
Review five and one year corporate scorecards to all committees and council
IDP
o Project output, targets and location
o Ward allocation projects
o Draft Capital Budget
Review proposed National and Provincial allocations to the City for incorp. Into the Draft budget for tabling
(Provincial and national allocation for 3 years must be available by 20 January)
Mid Jan. ‘10
End Jan’10
Jan/Feb. ‘10
IDP & Budget
Jan/Feb. ‘10 Budget
Feb. ‘10
IDP
Feb.’10
SDBIP
Beginning of March.’10
continues.../ 2
PHASE
Integration Phase (jan. march’10)
(Integration of information from sector
department & the public in ensuring
alignment to the objectives, strategies and
resources as well as Prov&Nat development
programmes)
Approval phase (april – june ‘10)
ACTIVITY
RESPONSIBLE
Integration of sector plans and institutional programs
ALL
Screening of draft IDP
IDP
Review Tariffs, Policies & TMA (Total Municipal Accounts)
Finance
OUTPUT
o Intergrated Sectoral Plans
o Draft IDP & Budget
o Summary of Public Comments
TIME FRAME
March ‘10
March ‘10
March ‘10
March’10
Tabling of Draft IDP & Budget to all Committees & Council
S57 Performance Reviews; Completed Performance Plans
OPM
Public Comment on Draft IDP & Budget
IDP & Budget
April ‘10
Consideration of Public Comment
IDP & Budget
Begin May ‘10
Approval of IDP & Budget by Council
IDP & Budget
End May ‘10
Submit Copy of Approved IDP to MEC
Executive Mayor approves the Service delivery and budget implementation plan
IDP
10 days after approved by Council
IDP
28 days after the approval of the budget
SDBIP noted by Council
o Approved IDP & Budget
Mid April
IDP
End June
SDBIP to be made public
IDP
14 days after approval by Executive Mayor
Mayor to approve performance agreements within 28 days after approval of the IDP and budget.
Submit to the MEC of local government and make it public within 14 days after approval
IDP Office
End June ‘10
09/10 Adjustment budget changes submitted to all committees and council
IDP
Advertisement of (website, local newspaper and notice board) of Target Adjustments
IDP
09/10 First Quarter Performance Process Reports to all Committees and Council
Approval of target adjustments after adjustment budget
End October
Promptly after approved adjustment budget
Approval of first Quarter Performance Reports
Beginning December
09/10 Second Quarter Performance Process Reports to all Committees and Council
IDP
Approval of second Quarter Performance Reports
End January
09/10 January target adjustment process to all committees and council
IDP
Approval of target adjustments process
End March
Advertisement of (website, local newspaper and notice board) Targets & Adjustments
IDP
09/10 Third Quarter adjustment process reports
IDP
Approval of third Quarter Performance Reports
End May
09/10 March target adjustment process
IDP
Approval of target adjustments process
End May
Advertisement of (website, local newspaper and notice board) Targets & Adjustments
IDP
Fourth Quarter adjustment process reports to all Committees and Council
IDP
Approval of fourth Quarter Performance Reports
End September
First Draft Annual report forwarded to Auditor General
IDP
Approved 08/09 Annual Report of city and municipal entities
End Sept.
08/09 Annual Report to all committees and council
IDP
End January
Municipal Entities submit Annual Reports
OPM
Dec.’09
Annual Report public participation process
IDP
February month
Advertisement of (website, local newspaper and libraries, sub-councils) of annual report
IDP
7 days after submission to Council
MONITORING & EVALUATION PHASE
Promptly after approved adjustment budget
Approval of the Oversight report
Approval of annual oversight
Tabling of the annual oversight report at council
PREPERATION PHASE FOR 2010/11 TIMESCHEDULE FOR THE 2011/12 FINANCIAL YEAR
(May - June ‘ 10)
Promptly after approved adjustment budget
End February
End March
Compilation of time-schedule for 2011/12 financial year in consultation with Budget
IDP & Budget
May ‘ 10
Circulate draft IDP & Budget time-schedule for inputs by Senior Management
IDP & Budget
May’10
Ensure that linkages of consultation of both the Budget and the IDP processes take place
IDP & Budget
May ‘10
Appointment of S57 Evaluation Panel to evaluate 09/10 Performance Plans
OPM
End May ‘ 10
Drafting of S57 Performance Agreements; Performance Plans & PDP’s
OPM
End May ‘10