City of uMhlathuze Strategic Budget Planning Tool

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City of uMhlathuzeStrategic Budget Planning Tool
Project Background Presentation

• November 2004

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Presentation Contents

• Introduction
• Dirk Pretorius City of uMhlathuze
• Project Background
• Dirk Pretorius City of uMhlathuze
• Implementation Process
• Craig Perritt Intermap
• Project Milestones and Budget
• Craig Perritt Intermap
• Beta Software Demonstration
• Craig Perritt Intermap
• Ongoing Developments
• Craig Perritt Intermap, Joy Ndwandwe - ASALGP
• Questions Answers
• All

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Introduction City of uMhlathuze

• Councils mission is to develop uMhlathuze as
  the industrial, commercial and administrative
  centre within the natural beauty of the region,
  providing a range of efficient municipal services
  thereby ensuring economic development, dynamic
  growth and the improvement of the quality of life
  for all
• City of uMhlathuze situated on north-east coast
  of KwaZulu-Natal
• Consist of amalgamation of Empangeni, Richards
  Bay, Esikhawini, Ngwelezane, Nseleni, Vulindlela
  and Felixton as well as the rural areas under
  Amakhosi Dube, Khoza, Mkhwanazi, Mbuyazi and Zungu

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Introduction City of uMhlathuze (cont)

• Considered the economic powerhouse of Zululand,
  comprising of a population of close to 300,000
  and a total municipal land area of 796 km2
• Demarcation code KZ282 included with six other
  local municipalities to represent the DC28 area
  (uThungulu region)

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Introduction IDP Review Process

• In accordance with section 34 of the Municipal
  Systems Act
• Budget and IDP alignment
• Public participation process through community
  and ward information meetings October 2004
• IDP Forum meetings Oct/Nov 2004
• Various task team meetings November 2004
• Draft IDP to Exco/Council
• Provincial multi-sector IDP forum
• Community consultation process
• Approval of final IDP/Budget to Exco and Council

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Introduction Budgeting Process

• 2005/2006 Budget timetable submitted to Council
  August 2004
• Issuing of 2005/2006 multi-year budget guidelines
  September 2004
• Submission of 2005/2006 multi-year draft Capital
  projects November 2004
• Submission of 2005/2006 multi-year draft
  Operating estimates December 2004
• Draft 2005/2006 multi-year budget and IDP
  submitted to Exco/Council and PG/NT March 2005

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Introduction Budgeting Process (cont)

• Community consultation process April 2005
• Tabling of revised 2005/2006 multi-year budget
  and IDP, incorporating inputs from
  community/PG/NT to Council for approval - May
  2005
• 2005/2006 multi-year budget and IDP submitted to
  PG/NT and publication of thereof
• Establish and complete performance evaluations on
  functional outcomes identified in IDP/operational
  plans

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Introduction Strategic Planning

• Formalisation of Councils objectives and
  strategies
• Prioritising of strategies for developing
  2005/2006 multi-year budget
• Alignment of the draft capital and operating
  estimates with the reviewed IDP
• Submission of draft 2005/2006 multi-year budget
  in STRATEGIC format (Capex and Opex linked to
  Councils strategic objectives) to Finance
  committee/Exco/Council

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Project Status

• Need was identified to develop a user-friendly
  system
• Outcomes Based Budgeting Tool (OBBT)
• OBBT will be utilised during the discussions and
  finalisation of the 2005/2006 multi-year budget
• Demonstration of the system to follow

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Beta Demonstration

• System demonstration
• Live demo or screenshots depends on internet
  connectivity available

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Ongoing Developments

• Enhancements to the Planning Model with ASALGP
  funding
• Integration / Communication with Municipal
  Financial System (ProMIS)
• Presentation of Actual Expenditure against Budget
• Ongoing monitoring tool as well as the planning
  tool it now is
• Strategic level approach (IDP Strategy level and
  not lowest level approach)
• Enhancement Project
• Anticipated programme completion in January 2005

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Questions Answers