INTERACTIVE TRAINING ON IDP FOR COUNCILLORS

________________________

SOPHY MOLOKOANE-MACHIKASALGA - IDP COORDINATION UNIT

2

PURPOSE

• Appraise Councilors on Integrated Development Planning process;

• To outline the IDP context, process and content issues; and

Legislative Background on IDP

4

DEMARCATIONACT, 27/1998

STRUCTURESACT, 117/1998

SYSTEMSACT, 32/2000 FINANCE

MANAGEMENTACT, 56/2003•Participation (Chap4)

•IDP (Chap 5)•Performance Management (Chap 6)

•Powers/functions

• Multi year budgeting•“Key Perf. Indicators”

•Boundaries

Legislative frameworkMunicipal Legislation

WHY IS IT NECESSARY TO DO IDPs? Effective use of scarce resources

Speeds up delivery

Strengthen democracy.

Helps overcome apartheid legacy

Promotes inter- governmental coordination

Attracts additional funds

THE IDP RESPOND TO MANY ISSUES @ ONCE

Waste management

Energy & Electricity

Water & Sanitation

Health & Welfare

Environment, tourism & LED, Job

Creation

Roads and Transport

HIV & AIDS

Disaster Management

Sports, Arts & Culture

7

IDP Drafting Phases (generic)

PHASE 1 : ANALYSISPHASE 1 : ANALYSISPHASE 1 : ANALYSISPHASE 1 : ANALYSIS•Level of Development•Issues/problems

PHASE 2 : STRATEGIESPHASE 2 : STRATEGIESPHASE 2 : STRATEGIESPHASE 2 : STRATEGIES

PHASE 3 : PROJECTS (NB)PHASE 3 : PROJECTS (NB)PHASE 3 : PROJECTS (NB)PHASE 3 : PROJECTS (NB)

PHASE 4 : INTEGRATIONPHASE 4 : INTEGRATIONPHASE 4 : INTEGRATIONPHASE 4 : INTEGRATION

PHASE 5 : APPROVALPHASE 5 : APPROVALPHASE 5 : APPROVALPHASE 5 : APPROVAL

•Vision, mission, strategies, projects

•Performance indicators•Project outputs•Cost estimates/budget•5 year financial/Capex•Spatial Framework•Sectoral Programmes•Institutional Plan

•Approved IDP

OUTCOMESOUTCOMES

8

“Annual IDP/Budget Review” process

August

Approve PROCESS of IDP and Budget

review for financial year

Approve PROCESS of IDP and Budget

review for financial year

Sept

Revisit ward-based inputs

Review municipal performance

Do Financial analysis Do Organisational

analysis

Revisit ward-based inputs

Review municipal performance

Do Financial analysis Do Organisational

analysis

Revisit Strategy: vision, major

initiatives, key service delivery

areas(Draft Capital

Budget)

Revisit Strategy: vision, major

initiatives, key service delivery

areas(Draft Capital

Budget)

31 March

Draft IDP and budget(to Council)

Draft IDP and budget(to Council)

Feb

Inform draft budget:

Programmes, projects and

budget allocations

Inform draft budget:

Programmes, projects and

budget allocations

April

Draft IDP Review and budget

published for final public comment

Draft IDP Review and budget

published for final public comment

31 May

Final IDP and budget(to Council)

Final IDP and budget(to Council)

Oct Nov Dec Jan

1 July to 30 June (Municipal Financial Year)

JuneJuly

PHASE 0: PREPARATORY PHASE

Organisational Arrangements

• Municipal Manager– Management and Co-ordination

• IDP Steering Committee– Support IDP manager

• IDP Representative Forum– Institutionalised Representative Participation

• Project Task Teams– Planning and Implementation

Steering Committee: Composition

• Chaired by:– Municipal Manager and/or IDP manager

• Secretariat:– Official(s) of municipality

• Composed of:– Heads of Departments or Senior officials– Councillor(s) responsible for IDP

Steering Committee: Roles & Responsibilities

• Support the IDP manager in commissioning research studies & screening the contents of the IDP;

• Provide Terms of Reference for various planning activities ;

• Process and summarise inputs for the public participation process;

• Consider and comment on inputs from sub committees, study teams and consultants;

• Discuss and comment on inputs from provincial sector departments and service providers; and

• Provide comments on draft output from each phase of the IDP.

IDP Rep. Forum: Composition• Chaired by:

– The Mayor or Member of Exco• Secretariat:

– IDP Steering Committee• Composed of:

– Members of Exco– Councillors– Traditional leaders– Ward committee chairperson– Heads of Departments– Senior officials– Stakeholder representatives (NGOs, CBOs)

IDP Rep. Forum: Roles &Responsibilities

• Form a structured link between the municipality and representatives of the public;

• Represent interests of constituents;

• Provide a means to transfer and clarify information between all the stakeholder representatives;

• Provide an organisational mechanism for discussion, negotiation and decision making between stakeholders;

• Monitor the performance of the planning and implementation process

PHASE 1: IDP ANALYSIS

Outputs of Analysis Phase

• Assessment of the existing level of development (Backlogs);

• Priority issues or problems;

• Information on the context, causes, dynamics of priority issues of problems;

• Information on available resources and potentials;

• Projects identified

Prioritisation, WHY?

• Limited Resources– Financial– Human– Time

• Address critical issues/ communities first

PHASE 2: STRATEGIES PHASE

VISION

The long-term desired future state of an organization.

Visions should inspire and motivate.

STRATEGY DEVELOPMENT

Strategy

Key Performance Areas

Strategic Objectives

Strategy Map

Objectives and Operational Strategies

PROJECTS IDENTIFICATION

• Projects are identified emanating from:-

- Ward plans

- Analysis phase

PHASE 3: PROJECT PHASE

Designing project proposals• Must meet the requirements of the project

design, i.e:- Name of project.- Location- Target group / beneficiaries- Objectives- Indicators- Major activities- Responsible agencies- Cost/budget (Operational and Capital)- Source of finance, etc

Involvement of provincial sphere and other partners in projects design

• PTT to consult with appropriate sector departments and NGOs when formulating projects.

• Sector departmental officials must be informed of the municipality’s objectives and strategies.

• This ensures that project proposals are aligned to sectoral strategies and procedures of the national and provincial spheres of government.

PHASE 4: INTEGRATION PHASE

Sector Plans and ProgrammesSector Plans and Programmes Developed/

Not dev.

1. Spatial Development Framework

2. Poverty Alleviation and Gender Equity Plan

3. Integrated Waste Management Plan

4. LED Framework

5. HIV/AIDS Plan

6. Disaster Management Plan

7. Integrated Transport Plan.

8. Water Services Development Plan

9. Institutional Plan

10. 5 Year Financial Plan

11. Year Capital Investment Plan

12. PMS

PHASE 5: APPROVAL PHASE

Service Delivery & Budget Implementation Plan (SDBIP)

• Developed after approval of the budget and IDP• It is a one year implementation plan

– IDP– Budget

• Monthly Projections– Capital– Operational– Revenue

29

CONCLUSIONLET US MAKE SURE THAT WE PLAN WITH

THEM(COMMUNITIES) AND NOT FOR THEM

Inkomu! Kea leboga!

Ndaa!

Thank you! Dankie!