Transcript FINANCE GROUP - Department of Cooperative Governance and

FINANCE GROUP
SPATIAL BUDGET
Spatial Budgeting
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Meaning: targeting investment
geographically according to planning
(IDP) priorities.
Allocations
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Municipal Investment (bulk of budget)
Provincial Investment
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National Investment
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Transfers to municipalities
Direct Investment
Equitable Share
Conditional Grants
Spatial budgeting is not limited to
municipalities – regional planning, e.g.
energy plant, hospitals, schools, etc.
Spatial Planning
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Spatial Planning should logically precede
the budget.
All plans of municipalities happens in
geographic space, hence components can
be plotted geographically.
Requires joint planning space - Joint
planning between departments and
government spheres for setting local and
regional investment priorities.
Elements of the Municipal Budget Cycle
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Weighing up of different interests:
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Strategic Planning - Key Priority Areas
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Socio-economic reality
Public Participation
Institutional knowledge
Provincial and National Perspective
IDP, SDF, LED, GDS,
Budget
SDBIP
Quarterly Performance
Mid-year
Annual Report
Spatial Planning Logic
IDP
SDF
GDS
LED
Housing Plan
Socio-economic challenges
Committed Projects
Community Needs
NSDP
PGDS
M&E
•IYM (monthly review)
•Quarterly review
•Mid-year
•Annual Report
Water Plan
Emergency Plan
Key Priority Areas
SDBIP
Infrastructure
Plan
Projected
Capital
Investment
Mapped
Geographically
Challenges
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Part of the budget cannot be plotted
geographically:
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Spatial planning/budgeting according wards not
uncomplicated:
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Salaries (human capital)
Asset Depreciation
Reserves
Wards are politically driven – political interference
likely.
Ward structures used by municipalities not always
according to the DMB ward boundaries.
Linkage between planning (IDP) and budgeting
(investment) not consistent.
Strategic logic of IDP not always holistic.
Conflicting policy directives, e.g. greatest
impact vs. greatest need.
Agreed
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Spatial planning and spatial budgeting is
possible.
Viability can only be tested through
practical application.
Spatial budgeting has happened to some
extent (Swartland, Knysna).
Recommendation:
 Pilot to plot capital spending spatially.
Terms of Reference
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Assess practicality of geographically targetted
investment in a municipal area.
Mapping provincial and municipal investment
geographically with ward reference of pilot
municipalities with.
Focus on capital spending.
Focus on municipal investment and provincial direct
investment. Not necessary to plot national and
provincial transfers as the spending is directed by
municipalities subject to certain conditions for
earmarked allocations.
Involvement of:
DPLG, NT, PT, municipalities involved in the pilot,
DotP (as champions of the PGDS), DEADP (as
champions of Spatial Development Planning), all
sector department with direct capital investment in
municipalities.
Time-frames: June 2009 to June 2010.
Tasks
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Pilot
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Geographical plotting of capital planning and
budgeting for municipalities pilot areas of:
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capital investment of municipalities; and
direct capital investment of sector departments.
Identify provinces/municipalities for pilot.
Buy-in:
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Plot capital spending geographically.
GIS reference and ward reference.
Mapping investment.
Identify municipalities for pilot.
NT
Provinces
Municipalities
Project Manager
Identify GIS support.
Identify key persons within provinces and
municipalities.
Devise detailed project plan.
Finance Team
Name
Position
Contact
E-mail
Shireen de Visser
WCPT: Acting
Director
021 483 8454
[email protected]
Collen Sodibe
MPPT: Planner
013 766 42 58
[email protected]
Marek Kedzieja
WC: DEADP
021 483 4525
[email protected]
Albie van Rensburg
FS: DotP Director
051 405 5507
[email protected]
Shaama Moodaley
WCPT
021 483 3817
[email protected]
Walton Carelse
IDP: CoCT
021 400 2907
[email protected].
za
MS Makhele
IDP Manager
Phillip Grobler
WC:DLGH-IDP
Manager
[email protected]
WC:DLGH