SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Plan a municipal budgeting and reporting cycle 
SAQA US ID UNIT STANDARD TITLE
116364  Plan a municipal budgeting and reporting cycle 
ORIGINATOR
SGB Public Administration and Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Public Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is intended for practitioners at local government that are involved in municipal policy decision-making and strategic planning. Practitioners who are required to advise on the legislative mandate of municipalities from a provincial and national government perspective will also benefit from this Unit Standard.

The qualifying Learner is able to:
  • Advise on the application of the South African local government legislative framework to local government budgeting processes.
  • Advise on the timing of budget related events and the integration of budget related processes with budget processes to ensure compliance with the legislative requirements.
  • Ensure legal requirements that non-budget documentation is correctly references in budget documentation is applied with and vice versa.
  • Advise on the roles and responsibilities of financial and non-financial management and political executives in the budget process, which should contribute to the overall process of social and economic development. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that Learners are competent in:
  • Communication at Level 4.
  • Mathematical Literacy at Level 4. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Identify the roles and responsibilities of municipal political executives and senior management required by the local government legislative framework for budgeting. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The roles and responsibilities of municipal political executives, accounting officers and senior managers in the budget preparation are identified using the regulatory framework. 

    ASSESSMENT CRITERION 2 
    Roles and responsibilities of municipal political executives, accounting officers and senior managers during the municipal budget cycle are identified using the regulatory framework. 
    ASSESSMENT CRITERION RANGE 
    The typical scope of this outcome would include roles and responsibilities of the mayor, municipal manager, council, chief finance officer and senior managers.
     

    SPECIFIC OUTCOME 2 
    Plan a municipal budget calendar in accordance with the legislation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The tabling and adoption of a municipal budget is planned for as required by legislation. 
    ASSESSMENT CRITERION RANGE 
    The typical scope of this outcome will include community participation, Integrated Development Plans, mayoral activities and budget approval.
     

    ASSESSMENT CRITERION 2 
    Supporting documents to be tabled with the municipal budget are provided in line with the regulatory framework. 

    ASSESSMENT CRITERION 3 
    The funds that can be transferred between multi-year appropriations are identified using the regulatory framework. 

    ASSESSMENT CRITERION 4 
    The conditions under which a municipal adjustment budget may be tabled are recognised in line with the regulatory framework. 

    SPECIFIC OUTCOME 3 
    Develop a legislatively compliant municipal budget and treasury office. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The legislation is interpreted in terms of the governing of a municipal treasury and budget office. 

    ASSESSMENT CRITERION 2 
    A budget is complied that complies with relevant legislation. 

    SPECIFIC OUTCOME 4 
    Comply with the conditions for municipal delegations. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The legislative conditions of municipal delegations are explained and applied including restrictions and conditions for delegations and role players. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a Learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The sequence of events required by legislation during the budget process.
  • The status of the municipal budget and treasury office.
  • The reporting requirements of the local government legislative framework. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems using critical and creative thinking processes, e.g. by trying to find creative solutions to improve the efficiency and effectiveness of all role-players in the budgeting and reporting cycle. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organization or community, e.g. through communicating with by fostering team commitment amongst all role-players in the budgeting and reporting cycle. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively, e.g. through the demonstration of a high quality of output of one's own responsibilities in terms of budgeting and reporting. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information, e.g. through assuring that all relevant information is included in the relevant budget and reporting documents. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and / or language skills in the modes of oral and/or written persuasion, e.g. through assuring that all information is communicated to the appropriate role-players and team members. 

    UNIT STANDARD CCFO SCIENCE 
    Use Science and technology effectively and critically, showing responsibility to the environment and health of others, e.g. use appropriate computer software for data capturing and document storage purposes. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of interrelated systems by recognising that problem-solving contexts do not exist in isolation, e.g. in keeping in mind that an budget cycle effects the lives of individuals, the community and the country as a whole. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Participating as responsible citizens in the life of local, national and global communities, for example acting as custodian of ethical behaviour and maintaining a high Level of commitment to assuring that all legislation is complied with in the budget and reporting cycle. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  50205   National Certificate: Municipal Integrated Development Planning  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  LG SETA 
    Core  48965   Certificate: Municipal Financial Management  Level 6  Level TBA: Pre-2009 was L6  Reregistered  2023-06-30  LG SETA 
    Fundamental  58601   National Certificate: Land Transport Planning  Level 6  Level TBA: Pre-2009 was L6  Passed the End Date -
    Status was "Reregistered" 
    2012-06-30  LG SETA 
    Elective  58600   National Certificate: Land Transport Planning  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered" 
    2012-06-30  LG SETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. ABA Sebenzi 
    2. About Survival Consulting Agency 
    3. Active Transformation Professional services (ATPS) 
    4. Adamas Solutions 
    5. Africa Institute For Public Administration 
    6. Afriwealth Consulting 
    7. AfroXpert Performance Developement cc 
    8. Akha Unique telecoms (pty) ltd 
    9. Akili Training 
    10. All Access Holdings 
    11. Amabamba Recruitment 
    12. Amadube Investments CC 
    13. ARMS - Audit & Risk Management Solutions 
    14. Ashley Maloka Consulting 
    15. Asiphokuhle Training and Research Institute 
    16. AVAX SA 481 CC. T/A Mandisa Development Services 
    17. AVC Corporate Advisory Services (PTY) LTD. 
    18. Bafedile M (PTY) LTD 
    19. Bantubanye Skills 
    20. Bavuse Trading Enterprises cc 
    21. BESO Business Empowerment Solutions CC 
    22. BF QUALITY SOLUTIONS (PTY) LTD 
    23. Black Bull Consulting 
    24. Bloemfontein - Electricity Training Centre 
    25. Blue Poplar 
    26. Boikgantsho Consulting & Events 
    27. Bokatoka Construction and Projects 
    28. Break The Chains Development Services 
    29. Brilliant Affairs 
    30. Buena Vista Learning Academy 
    31. Camissa Institute 
    32. Central University of Technology, Free State 
    33. Change Strategies Consulting Services CC 
    34. Classic Human Capital Solutions 
    35. Commitech Consulting 
    36. Concepts of Sustainable Management (CSM) 
    37. Cradle Stars Trading Enterprise 
    38. Crimsonblu (PTY) LTD 
    39. CTAM Training and Consulting 
    40. CTC College(PTY) LTD. 
    41. Dean Institute Of Learning (Pty) Ltd 
    42. Deloitte & Touche 
    43. Dependable Consulting (Pty) 
    44. Development Bank of Southern Africa (DBSA) 
    45. Devhula Financial Services (pty) (LTD) 
    46. Dijama Training Academy 
    47. Dimension Development Network 
    48. DITEBOGO CONSULTANCY CC 
    49. Ditira Human Capital 
    50. Ditirelo Skills Development Services 
    51. Dr. J.L.D institute For Humanities and Development Praxis 
    52. Eagle Greek Inverstment T/A Mollo consulting 
    53. Edequette Training Institute 
    54. Edutraining Business College 
    55. Elective Training Institute Enterprise CC 
    56. Elvis Koena Consulting (Pty) Ltd 
    57. Envirogreen 
    58. Escon 
    59. Eskilz College (Pty) Ltd 
    60. ETAMIC PTY LTD 
    61. Ethekwini Corporate and Human Resources Skills Development Unit 
    62. Ethembeni Multi Service Enterprise (Pty) Ltd 
    63. EVEREST LEADERSHIP CC T/A EL INTERNATIONAL 
    64. Excellent Minds Institute (Pty) Ltd 
    65. Execuprime Business College (Pty) Ltd 
    66. Explicit Communications 
    67. Express Model 405 
    68. Fachs Business Consulting and Training 
    69. Falcon Business Institute 
    70. Frugatrax Consultants 
    71. Gauteng Association Of Local Authorities 
    72. Giant Alive Services 
    73. Giggs Creations 
    74. Glere Skills and Consultants 
    75. Glo Leb Training & Development 
    76. GOBELA CONSULTING 
    77. Goitseone Trading and Projects Pty LTD 
    78. Golden Rewards 2192 CC 
    79. Growth Management Consulting 
    80. Gudlhuza Development Solutions cc 
    81. Hamonate Consulting 
    82. HDPSA 
    83. HDPSA GROUP (PTY) LTD 
    84. Hercuscope 
    85. Hlaniki Investment Holdings 
    86. Hlombe and Associates 
    87. HS GLOBAL SKILLS BUSINESS SOLUTIONS 
    88. HYM Consulting 
    89. IGKM Management Services (Pty) Ltd 
    90. Ikhaya Training and Consulting 
    91. Ilinge Labantu Debt Solution 
    92. IMITHENTE DEVELOPMENT HOLDINGS 
    93. Inafrica General Trading Pty LTD 
    94. Institute For Performance Management 
    95. Institute of Public Affairs and Governance PTY (LTD) 
    96. INTELLIGENT AFRICA MARKETING & TRAINING 
    97. IQ Skills Academy (PTY) LTD. 
    98. Jabukile Consultancy 
    99. JNUTO Trading and Projects 
    100. Jobafrik Consulting 
    101. Johsie Enertprise 
    102. Josmap Training Institute 
    103. K Shabangu FET College 
    104. KAGISHO BUSINESS CONCEPTS (Pty) LTD 
    105. Kalideen Management 
    106. KALIDEEN MANAGEMENT SERVICES 
    107. Kamanga Skills Projects 
    108. Kelsey Events and Business Consulting 
    109. Keydimensions Risk Solutions 
    110. Kgolo Institute 
    111. Kgotla Trading Enterprise 
    112. Khabolwazi Pty LTD 
    113. KHOSITHI TRAINING 
    114. Kia Chuma 
    115. KN Business Solutions 
    116. KOKANO PROJECTS PTY LTD 
    117. Kueneng Investment Holding 
    118. Kuyakhula Development Initiatives 
    119. KYM MANAGEMENT CONSULTING 
    120. Lekoko Consulting (PTY) LTD 
    121. Leronsa Trading Enterprise 
    122. Letlhokoa Management Services CC 
    123. Letlotlo La Gae (Pty) Ltd 
    124. Lewerb Holdings (PTY) Ltd 
    125. Lip Holding (pty) LTD 
    126. Lulona Consulting (Pty) Ltd 
    127. M.I.C. Training and Development 
    128. Mabuya Amahle Trading 
    129. Maikarabelo Business Enterprise 
    130. Maile Consulting 
    131. Makaota Training Consultants 
    132. Makavila Suppliers CC. 
    133. Makhuba Development Projects CC 
    134. Mamuhle Academy 
    135. Management College of Southern Africa (MANCOSA) 
    136. Maono Tai Consulting and Training 
    137. Marcado Human Resources Strategies 
    138. Maritime Business Institute 
    139. MARS Business Consulting 
    140. Masegare Business School (Pty) Ltd 
    141. Masemase Consultancy CC. 
    142. MashMP Holdings 
    143. Mass Computer Training And Printers 
    144. MATEPE INVESTMENTS (PTY) LTD 
    145. Matibidi Raphela Investments (Pty) LTD 
    146. Matsila Holdings 
    147. Mcebo Technologies 
    148. Melatrend Management Consulting 
    149. Mgwezane Training and Events Management CC. 
    150. Mission Point Consulting 
    151. MJ Mafunisa Consulting (PTY) LTD 
    152. Mmadiolwana Business Enterprise 
    153. Mmalethabo Consulting 
    154. Mmanape Management Solutions 
    155. Mod-Mosh Projects and Consulting (PTY) LTD 
    156. Mohlaje Solutions (Pty) Ltd 
    157. Mona SS 
    158. Morar Incorporated 
    159. Morena Empire Investment 
    160. Mortarboard Training Solutions 
    161. Motheo Skills Entity 
    162. MOVING AHEAD DEVELOPMENT AGENCY 
    163. MTHENGENYA & ASSOCIATES 
    164. MTK Corporate Solutions 
    165. MUHANGWENE DEVELOPMENT ENTERPRISE 
    166. Munsoft 
    167. Murusu Mining Resources 
    168. National Versatile Training Institute 
    169. Ndrendre Building & General Services 
    170. Nemalale Eagles Consultancy CC 
    171. Neopeo Trading & Projects 
    172. Ngwadhla General Trading (PTY) LTD 
    173. Nhlahle Development Agency 
    174. NJ & L Trading Enterprise CC. 
    175. Nkqubela Community Developers 
    176. NOMAKU TRADERS CC 
    177. Nomsithi Trading 
    178. Nonunu Projects 
    179. NORKEM LEADERSHIP DEVELOPMENT INSTITUTE (PTY) LTD 
    180. NS Global Academy 
    181. Ntsangalala Business Enterprise 
    182. NVSION CONSULTING 
    183. Nyankwavi Investment CC. 
    184. Omithombo Management Academy 
    185. Opelong Business Institute 
    186. Outeniqua Leadership Institute 
    187. Pachedu Skills Solutions 
    188. Pachi Global Foundation 
    189. PanAfrican Supply Chain Academy 
    190. Paseka Business Enterprise 
    191. Pebetse Training and Consulting 
    192. Petra institute of Development (PTY) Ltd 
    193. Pioneer Business Consulting 
    194. Power Rush Trading 170 CC. 
    195. Powernexus 
    196. Pro-Active Public Services College (Pty) Ltd 
    197. PTDEV (Pty) Ltd 
    198. Pulakgadi Training Consulting CC 
    199. Reabetswe Skills and Trainin Academy 
    200. Reflections Development Institute 
    201. Regenesys Management (Pty) Ltd 
    202. Regent Business School (Pty) Ltd t/a Regent Business School 
    203. Reminiscent Business Consulting PTY (Ltd) 
    204. Resonance Institue of Learning 
    205. RMK Industries (Pty) Ltd 
    206. Ruping Investments 
    207. RUS Consultung services 
    208. SAZM TRADING AND PROJECTS PTY LTD 
    209. Sekakopamo Holdings 
    210. SFM Consultants 
    211. Simphamahle Holdings (Pty) LTD 
    212. SIZA NESU TRAINING AND DEVELOPMENT 
    213. Skills Fly Consulting Group Pty Ltd 
    214. Solstice Networks CC. 
    215. Soni Investment 
    216. South African Governance and Business College 
    217. SPECTRIUM 
    218. STARPLEX 408 CC 
    219. Stellenbosch University 
    220. STG Consulting Enterprise 
    221. Summat Training Institute 
    222. SWARANANG MANAGEMENT CONSULTING CC 
    223. Tachfin Holdings 
    224. Talent Centre Training 
    225. Talent Emporium Academy (PTY) Ltd 
    226. Talent Sculpture 
    227. Tasc Business Consulting and Training 
    228. TCEP (Pty) Ltd 
    229. Tembe Service Providers 
    230. The Crimson CO CC. 
    231. The National School of Government 
    232. Thekwini College 
    233. Thinking Mind Trading 
    234. Three Steps Trading 
    235. Thubelihle Graduate Institute 
    236. Thuto Lere Community Empowerment Programme 
    237. Thuto-Boswa Education and Training Solution 
    238. Tlaletso Consultants 
    239. Tloumogale Business Development & Consulting 
    240. To the Throne Music Production 
    241. Tradesman Consulting and Training Solutions 
    242. Transafric Consulting Pty Ltd 
    243. TSAKISI SUPPLIES CC T/ATSAKISI TRAINING AND CONSULTING 
    244. Tsebo Kitso Trainings 
    245. Tsebong Training Centre 
    246. Tshelopele Development Institution 
    247. Tshepang Consulting & Project 
    248. Tshwane Leadership & Management Academy/Tshwane Metro Police 
    249. Tshwane Training Institute (PTY) LTD. 
    250. Tsoga re dire Holdings (Pty) Ltd 
    251. TTTC 
    252. Tuns Trading and Projects (Pty) Ltd 
    253. Ubuholi Bendabuko Capacity Building (PTY) Ltd 
    254. Ukhamba Quality Skills 
    255. Umqondo Consultancy 
    256. Umsenge SDCS 
    257. UNIVERSITY OF BUSINESS EXCELLENCE(PTY)LTD 
    258. University of Fort Hare 
    259. University of North West 
    260. University of Pretoria 
    261. University of Venda 
    262. Vantage Training 
    263. Venado Trading 
    264. VEZOKUHLE YOUTH DEVELOPMENT PROJECT 
    265. Vicmat Consultants 
    266. Vision Africa Training Institute 
    267. Vumilia Africa Group 
    268. Vuselela FET College - Central Office 
    269. Vuselela FET College - Klerksdorp Campus 
    270. Vuyelwa SL Trading and Projects (Pty) LTD 
    271. Wag Consulting 
    272. WEINVEST INVESTMENT CC 
    273. Wits University 
    274. World Pace Development and Training Institute 
    275. World Wide Mice 
    276. Ya Hina Management Consulting and projects 
    277. Yamangcuse Consulting 
    278. Yovuyo (Pty) Ltd 
    279. Zambezi Accounting (Pty) Ltd 
    280. ZMG CONSULTING 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.