Transcript Amatole District Municipality

SESSION 5:
‘Managing the IDP: The Amatole District
Municipality Experience’
- Andile Fani
Manager: Municipal Support
Amatole District Municipality
Eastern Cape Province
5 March 2004
IDP Conference 2004
“Developmental Governance in Action”
AMATOLE DISTRICT
MUNICIPALITY
INTEGRATED
DEVELOPMENT PLAN
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IDP REVIEW
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Legislative context
Section 34 of the Municipal Systems Act
states that:

a)
A municipal councilMust review its integrated development plan–
i.
Annually in accordance with an assessment of its
performance measurements in terms of section 4 i;
and
ii.
To the extent that changing circumstances so
demand; and
b) May amend its IDP in accordance with a prescribed
process.
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Why Review?
While the legislation requires a review, it
makes sense for us to review for the
following reasons:



To ensure that the IDP is relevant
(implementation performance, check targets,
objectives, changing circumstances etc.)
IDP is the municipality’s strategic plan and as
such should inform aspects such as the
institutional and financial.
To inform other spheres of government.
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Content elements of review
Comments
from the
MEC
Changing
circumstances
IDP
Review
Process
and
content
improvements
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Process elements of review
PERFORMANCE
MANAGEMENT
A: Preparing for IDP (A)
D: Refined objectives, strategies and
projects phase
IDP
IMPLEMENTATION
E: Drafting review document - including
PUBLIC PARTICIPATION
B+C: Monitoring and evaluation
budget
F: Approval
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What are ADM’s themes for
IDP Review?
While there are many areas that require
“tightening up” in ADM’s IDP, some areas
require particular attention:
Institutional issues
 Sector plans and associated spatial
framework
 IDP-budget link
 Updated list of projects

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Municipal Vision
The Amatole District Municipality strives for
a future where constituent communities
have a peaceful, stable and sustainable
environment with basic needs being met
through a participatory development
process and where communities have
access to economic opportunities.
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Organisational
arrangements
Executive Mayor
Municipal/ Strategic Manager
DIMAFO
IDP Steering Committee
IDP Representative Forum (including
Sector Plan Consultative Forums)
Support providers and planning
professionals – PIMSS…
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Strategic Cluster
approach
Cluster
Priority issues
Institution and Finance
Institution
Finance
Communication
PIMSS
Municipal Support
Special Programmes
LED and Environment
Agriculture
Manufacturing
Tourism
Environment
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Cont...
Clusters
Priority Issues
Social Needs
Municipal (environ..) health
HIV/AIDS
Disaster Management and Fire
Fighting
Primary Health Care
Safe and healthy environment
Infrastructure
Water/Sanitation
Roads
Telecommunication, Electricity
Solid Waste
Land and Housing
Public Transport
Community Facilities
Building Control
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CLUSTER PROJECTS
AND PROGRAMMES
Cluster Projects
Institution and Finance Cluster
Institutional study
Development of appropriate policies
regarding rendering of authority functions
Special Programmes capacity building and
awareness programmes
Finance and Budget reform Programme
Appointment of international advisor in
financial division
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Inst and Fin..(cont..)
Municipal Support Programme
Establishment of Internal Audit
capacity at Category B’s
Roll-out of PMS
Roll-out human resource policies
Continue with the implementation of
the equity plan
Review and implementation of skills
development plan.
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Infrastructure Cluster
Water and Sanitation projects
Local municipal roads projects
Water Services Authority Development
Programme
Solid Waste Projects
Land Reform and settlement Plan
Housing Projects
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LED and Environmental
Cluster
•Small business support programme
•Facilitate LED Initiatives linked to
opportunities arising from IDZ & SDI
•Establishment of LED units in Category Bs
•LED development of funding source
database
•Establishment of LED Development Agency
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LED cluster (cont…)
•Marketing plan for ADM tourism
•Establishment of RTO and LTOs
•Investigate the options for development of
Calgary Museum
•Facilitate and support resuscitation of Kiwane
Tourism Resort and community tourism
•Establishment of one-stop service centre for
investment for investment enquiries linked to
development agency
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LED and Environ.
(cont…)
• Undertake an environmental skills audit and
design educational programmes
• Encourage sustainable use of renewable
resources
• Develop and Implement Municipal Coastal
Management Programmes
• Ensure ADM owned land is free of alien
vegetation
• Ensure ADM complies with all SA environmental
legislation
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Social Needs Cluster
District wide water source mapping
Waterborne diseases control programme
District wide sanitation education mapping
ADM prevalence study and impact
assessment of HIV/Aids
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Social Needs Cluster
(cont…)
HIV/Aids awareness and prevention
campaigns
Community based care
Integrated communicable diseases and
health programme
District Health council Implementation
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Sector Plans and
Programmes
- Land Reform and Settlement plan
- Integrated Transport plan
- Integrated Waste Management plan
- Integrated Environmental Programme
- Local Economic Development plan
- Disaster Management plan
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Sector Plans (cont..)
- Water Services Development plan
- Safe and healthy environment
- Communicable Diseases Programme
- District Spatial Development Framework
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IDP Assessment
GENERAL CHALLENGES:
- Alignment of cluster envelopes
- New powers and functions
- Capacity to develop and operationalise
PMS
- Non participation of government
departments – alignment
- Financial and Human Capacity to
implement IDP
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MECHANISM TO MONITOR
THE IMPLEMENTATION OF
THE IDP
ADM PERFORMANCE
MANAGEMENT SYSTEM
Process
Legislative Context: Municipal Systems Act
and Regulations;
IDP 2002/2003 – setting of Objectives and
KPI’s for ADM;
Framework for PMS adopted June 2002 –
customised Balanced Scorecard adopted;
2002/2003 – First year of implementation;
District Scorecard and Departmental
Scorecards developed and implemented.
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Process (cont…)
2003/2004 reviewed IDP adopted – reworked
objectives and strategies;
These reworked objectives and strategies
informed Departmental and District
Scorecards;
2002/2003 financial year – first PMS Audit
completed by AG – qualified report:

PMS Audit Committee (Reg 14).
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The Municipal Scorecard
Inputs
Outputs
Resource
Management
Perspective
Outcomes
Service
Delivery
Perspective
Municipal
Development
Perspective
Governance Process Perspective
The Municipal Organisation
The Municipal Area
Process
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The District Scorecard
Inputs
Outputs
Municipal
Resource
Management
Municipal
Service
Delivery
District
Resource
Management
District
Service
Delivery
Outcomes
District
Development
Perspective
Governance Process Perspective
The District Area
Process
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Implementation Processes
Departmental scorecards drafted for current
financial year in line with reviewed IDP;
District scorecard completed;
Generic reporting format , including KPI
reporting sheets, for Section 57 employees
developed and used for quarterly reviews to
ensure uniformity of approach;
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Implementation Processes
(cont…)
Accountability agreements put in place
through all HOD’s – inclusion in all
departmental scorecards
PMS Audit Committee appointed by Council –
Reg 14(2) – first review of Sect 57 employees
nearing completion and report to Council to
be tabled during Feb 2004.
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The District Scorecard
Inputs
Outputs
Municipal
Resource
Management
Municipal
Service
Delivery
District
Resource
Management
District
Service
Delivery
Outcomes
District
Development
Perspective
Governance Process Perspective
The District Area
Process
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Critical Success Factors
Quality of IDP – specifically in relation to
objectives, strategies and KPI’s (per cluster);
Consensus on scorecard content (linked to
municipal powers and functions);
Regular performance review and feedback
using standardised measurement tools;
Legislative compliance to be ensured
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AMATOLE DISTRICT
MUNICIPALITY’S
PROGRAMME OF SUPPORT
TO
LOCAL MUNICIPALITIES
Introduction
ADM has embarked on a strategic initiative
to provide integrated approach to support
Local Municipalities and is now in a position
to meaningfully fulfill its Section 83(3)(c)
functions in terms of the Municipal
Structures Act.
Departmental support has been significantly
enhanced through the formation of a
dedicated strategic Municipal Support Unit
(MSU) which is institutionalised in the
District Municipality.
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Municipal Support Unit
MUNICIPAL MANAGER
HOD
STRATEGIC MANAGER
HOD
HOD
MUNICIPAL SUPPORT
MANAGER
HOD
FINANCE
HR
ADMIN
TECHN
Eng.
TECH.
TP/LUM
IDP
PIMSS
LED/
Environ.
IT
Project
Manage
support
Local Municipalities (Cat B’s)
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Process
Performed an environmental scan
Assessed impact of phase 1 support to LMs
Identified other role-players in ADM’s area
Identified areas of support to be provided
by the Municipal Support Unit.
Developed a programme of support
currently being rolled out to LMs (2003
onwards)
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Determination of Training
Needs
Analysis of phase 1 of support to LMs
Environmental scans
Financial health survey, based on AG
check list
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Determination of Training
Needs (cont…)
OTHER MECHANISMS:
CFO Co-ordinating Committee meetings
Human Resources Managers Forums
Administration Managers Forum
LED Managers Forum
Reports submitted to DIMAFO
Interaction with LMs
In-depth status quo analysis of Ward Committees
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Support needs addressed by:
Identifying available funding
Allocating funding to prioritized needs
Addressing unfunded needs through
- Interacting with LMs
- Facilitating workshops
- Learning and sharing forums
- Ad hoc support on request
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Support needs addressed by:
(cont…)
Sourcing additional funding
Establishment of Donor Funding Forum ,
including donor funding policy & database,
to access donor funding …
- To supplement equitable share & own
revenue sources
- To improve budget allocations to
municipal programs
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Subsidiary Support
Co-ordination of CFO Co-ordinating
Committee, HR Managers’ Forum,
Administration Managers’ Forum, MSC and
DIMAFO meetings
Evaluation of LM priority project business
plans to ensure compliance with respective
IDPs and cluster funding envelopes
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Subsidiary Support (cont…)
Evaluation of LM CMIP business plans to
ensure compliance with respective IDPs
Job description writing (ToR)
Identification of MSIG and LGSG as
sources of funding and preparation of
business plans
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LM Support Monitoring
Monitoring tools developed to achieve the
following objectives:
To inform planning & co-ordination of
support activities of functional departments.
To provide quantifiable measures of
achievement of support objectives.
To inform on project areas requiring
additional focussed and dedicated support.
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Key issued for consideration
at DIMAFO
LMs submit monthly reports for purposes of
discussing the following key issues …

Monitoring and evaluation of linkages
between IDP and operating and capital
budgets

IDP implementation and monitoring

Financial management (i.e. in-year
reporting as required by Proclamation
R1536)
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Key issued for consideration
at DIMAFO (cont…)

Preparation, approval and submission of
annual reports, financial statements and
responses to Auditor-General’s comments

Implementation of free basic services

Political and administrative governance

Public participation and communication

Intergovernmental relations
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Thank You