DRAFT IDP/BUDGET SCHEDULE
20008/09 FINANCIAL YEAR
IDP TERM OF OFFICE PLAN
1
Schedule
Activity
Drafting a schedule outlining the steps for compilation of the
2008/09 IDP & Budget
Time schedule outlining key deadlines for preparing, tabling
and approving the budget, reviewing the IDP (s 28, 29 & 34
of MSA) and budget related policies and consultation
processes at least 10 months before the start of the budget
year.
MFMA s21 – The mayor of a municipality must – (a) coordinate the process for preparing the annual budget and for
reviewing the municipality’s intergrated development plan
and budget-related policies to ensure that the tabled budget
and any revisions of the integrated development plan and
budget-related policies are mutually consistent and credible
Consult and agree with Budget
Consult and agree with EMT
Inform Sub-Councils
Legislative Requirement
and Information
MSA s28, 29 & 34 &
MFMA s21
2
Analysis
review
MSA Ch 4
MFMA s 21, 23, 23
MSA s 34 ch 4 as
amended
Conduct an opinion survey, strategic analysis and review to
determine the status of socio-economics, financial,
environmental, census data, levels of need and levels of service.
B Idp process plan 08 09 25 8 07.DOC
June/July 2007
19 July 2007
Place advertisements in media and strategic public places (subcouncil Offices) to ask the public to comment on the schedule
Inform Portfolio & IDP Ad Hoc
Time schedule to be considered at Mayco
Schedule to be adopted by Council
Timeframe
31 July 2007
16 – 24 August
2007
20 July 2007 (due
date for comment
10/08/07)
2 – 7 August 2007
15 August 2007
29 August 2007
August - Oct 2007
Page 1 of 4
Responsible
Department
IDP & PM
IDP/PM &
BUDGET
IDP
IDP/PM
IDP/PM
IDP/PM
IDP/PM
IDP/PM
IKM & IDP/PM
3
4
5
6
7
Inter governmental
Alignment
Public
Participation
Municipal
Entities
Strategies for
Line Dept
National policy
review
Analysis report (Without results of survey and public
engagement)
Analysis report (Without results of survey and public
engagement)
Workshop with the Integrated Intergovernmental Development
Task Team to align local, provincial and national strategies.
Puplic Participation through :
Wards / Sub-Councils
NGO’s Umbrella Bodies & Business
SOE
Briefing to municipal entities on drafting of strategic plans and
budgets.
Strategies for Line Department to be completed to feed into
corporate strategic process
Accounting officer does initial review of national policies and
budget plans and potential price increases with function and
department officials.
Update on latest info
TARPAC (Tariff and Rates Political Advisory Committee) 07/08
outcome / report back
Intro report EMT & Mayco (process outline; current MTREF
update)
Briefing on the Analysis and determine strategic objectives and
priorities for service delivery and development for the term of
office including the review of national and provincial government
sector and strategic plans
Nov 07
IKM & IDP/PM
Jan 08
IKM & IDP/PM
September 2007
Prioritized lists of project
proposals at ward, SubCouncil and City-wide level
1 September – 30
October 2007
MFMA s 35, 36, 42,
MTBPS
“Setting the Scene” month
August
2 x 1-day workshops with
Mayco and Top
Management to review
Strategies, priorities, plans
& targets
1 week September
2007
IDP/PM &
BUDGETS,
IKM
BUDGET
BUDGETS
MTREF
Review
9
Strategic goals
and objectives
and
prioritisation
10
11
STRAT 1
TARPAC Intro
EMT / Mayco Strat Session
Setting of budget agenda & timeline
TARPAC Intro (MTREF review)
4 September 2007
10 September 2007
STRAT 2
EMT / Mayco Strat 2 (Outcome to be interim MTREF mandate)
15 – 19 September
2007
MTREF
Corporate
SDBIP
MTREF Review #2
Review of the Corporate SDBIP for the organization
B Idp process plan 08 09 25 8 07.DOC
IDP/PM, SOC,
ECON,
SUB.COUN,
PUBL.
IDP/BUDGET
S
IDP/IDP REF.
GROUP
BUDGETS
18 - 19 September
2007
1 August – 30
September 2007
August – September
2007
8
12
IDP/PM
Ch 6 – MSA
Page 2 of 4
25 September
September 2007
BUDGETS
IDP/PM
13
14
15
16
17
Business
Plans &
SDBIP
Alignment
Political
Consultation
Briefing to
Municipal
entities on IDP
Briefing to
Directorates
18
19
PP input
20
Mayco MTREF
21
22
Opex briefing
1st Draft IDP &
Budget
Spatial Plans
23
All Departments submit departmental business plans and
SDBIPs
September 2007
Engage with neighboring municipalities on sector specific
programmes for alignment with City plans.
Consult political structures on political priorities and needs
1 week October
2007
1 week October
2007
1 week October
2007
IDP/PM
08/09 Capital Budget Briefing to Directorates
2 October 2007
BUDGET
TARPAC tariff determination cycle
2 – 31 October 2007
Public Participation input obtained from Subcouncils made
available to services
MTREF (including Tariff proposals 08/09)
12 October 2007
Municipal entities to align their budgets and plans with City IDP
Operating Budget briefing to Directorates
Completion of the 1st draft of the IDP and capital budget.
MFMA 87(5) (d)(ii)
1st draft term of office IDP
MSA s 34
IDP/PM
IDP/PM
IDP
07 November 2007
BUDGET
BUDGET / IDP
/ SUBCOUNCILS
BUDGET
16 November 2007
30 November 2007
BUDGET
IDP
24
Municipal
entity Budgets
25
Allocations
26
27
Annual Report
Development of City Spatial Development Framework and
District Spatial Plans
Entity board of directors must approve and submit proposed
budget and plans for the next 3 years budgets to the City at least
150 days before the start of the financial year
Review proposed national and provincial allocations to the City
for incorporation into the draft budget for tabling (Provincial and
national allocation for 3 years must be available by 20 January)
Mid-year review & Assessment report
Tabling of Annual report to Council
EMT / MAYCO
Strat 3
ST
1 Draft Opex
Public input / perception survey feedback & Presidential Imbizo
input
st
1 Draft Operating Budget to EMT
31 January 2008
BUDGETS
BUDGETS/
OPMS
IDP / BUDGET
10 February 2008
BUDGET
2nd Draft
2nd Draft Operating Budget; incorporating additional requirements
proposals to EMT
25 February 2008
28
29
B Idp process plan 08 09 25 8 07.DOC
MFMA s 87(1)
1-30 November
2007
31 January 2008
SPATIAL
PLAN.; IDP
IDP/BUDGET
S
MFMA s 36
31 January 2008
BUDGETS
MSA
31 January 2008
31 January 2008
Page 3 of 4
30
31
32
33
Municipal
entity business
plans and draft
budgets
Proposed
budgets and
plans
Entity budget
revisions
Public Input
34
35
36
37
Council considers municipal entity proposed budget and plans for
the next 3 years
Accounting officer finalizes and submits to Mayor proposed
budgets and plans for next 3 year budgets taking into account
mid-year review and any corrective measures proposed as part
of the oversight report for the previous years audited financial
statements and annual report
Entity Board of directors considers recommendations of the City
and submit revised budget by the 22nd of month
Assessment of Public input ito draft Budget
MFMA s 87(2)
MFMA s 87 (2)
38
Budget and
IDP Final
Drafts
Consultation
on Draft IDP
and Budget
2007/2008
39
Consultation
IDP & Budget tabling - Council
Budget office to develop MTREF and determines revenue
projections and proposed rate and service charges and draft
initial allocations.
BSC & SDBIPs to Executive Directors
Corporate
Directorate
Departmental
Mayor tables municipality draft budget, budgets of entities,
resolutions, plans and proposed revisions to IDP at least 90 days
before the start of the financial year
Advertise and publish final draft of IDP and Budget for 21 days
for public comment and submit to National and Provincial
Treasury and others as prescribed
Consulting, Business, private sector, Umbrella NGO’s and other
municipalities on the 1st draft of IDP Review, targets,
Conduct IDP/Budget Public Hearings to obtain public comment at
Ward/Sub-Council level on draft IDP Review & Budget
Consultation with Mayco, portfolio committees, sub-councils and
B Idp process plan 08 09 25 8 07.DOC
IDP/BUDGET
S
28 February 2008
BUDGETS
28 February 2008
BUDGETS
2 – 28 February
2008
15 & 19 March 2008
Mayco Budget
MTREF and
Revenue
projections
Draft SDBIP’s
28 February 2008
26 March 2008
30 March 2008
MFMA
MFMA s 16, 22, 23, 87.
MSA s34
MFMA s 37 (2)
Mayor to be provided with
assistance to revise budget
documentation in
accordance to consultative
processes and taking into
rd
account results from the 3
quarterly review of the
current year
Public comments and
recommendations
Public inputs.
MFMA s 21
Comments and
Page 4 of 4
BUDGETS
IDP/PM/SM
28 Feb 08
30 Mar 08
30 Apr 08
30 March 2008
IDP/BUDGET
S
1 - 21 April 2008
IDP/BUDGET
S/PEU
1 – 21 April 2008
IDP/BUDGET
S/PEU
IDP/BUDGET
S/PEU
IDP/BUDGET
1 – 21 April 2008
30 April 2008
40
Municipal
entity budgets
41
Budget and
IDP Review
approval
42
Letter to MEC
43
Final SDBIP’s
44
SDBIP
approval
45
Performance
Agreements
public forums on the final draft of IDP review and Budget
Entity Board of Directors to approve the budget of the entity not
later than 30 days before the start of the financial year taking into
account any hearings or recommendations of the council of the
parent municipality
Council must give final approval of the IDP Review & Budget
document by resolution, setting taxes and tariffs, approving
changes to the IDP Review and budget related policies, approve
measurable performance objectives for revenue by source and
expenditure by vote before the start of the financial year
resolution, setting taxes and tariffs, approving changes to IDP
and budget related policies, approving measurable performance
objectives for revenue by source and expenditure by vote
Letter to MEC ito Systems Act and Regulations
recommendations
MFMA s 87
Mayor must receive the SDBIP within 14 days after approval of
the budget and the IDP.
Mayor to approve SDBIP’s within 28 days after approval of the
IDP and budget. Submit to the MEC of local government and
makes it public within 14 days after approval
Mayor to approve draft performance agreements 1 month after
SDBIP
B Idp process plan 08 09 25 8 07.DOC
31 May 2008
S/PEU
IDP/BUDGET
S
MFMA s 16, 24, 26, 53
MFMA s 53
MSA s 38-45, 57 (2)
31 May 2008
IDP/BUDGET
S
MSA s 32 (1 a)
10 June 2008
MSA s 57 91) (b), s 57
MFMA s 69
MFMA s 53, 16, 24, 26, 53,
75, 87
MSA s 38-45, 57 (2)
14 June 2008
IDP/CITY
MANAGER
IDP/OPMS
28 June 2008
IDP/OPMS
July 2007
Page 5 of 4
IDP & OPMS