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. AfroXpert Performance Developement cc 
    3. Akili Training 
    4. All Access Holdings 
    5. Amabamba Recruitment 
    6. Amadube Investments CC 
    7. ARMS - Audit & Risk Management Solutions 
    8. Ashley Maloka Consulting 
    9. Asiphokuhle Training and Research Institute 
    10. AVAX SA 481 CC. T/A Mandisa Development Services 
    11. Bafedile M (PTY) LTD 
    12. Bantubanye Skills 
    13. Bavuse Trading Enterprises cc 
    14. BF QUALITY SOLUTIONS (PTY) LTD 
    15. Blue Poplar 
    16. Break The Chains Development Services 
    17. Buena Vista Learning Academy 
    18. Camissa Institute 
    19. Change Strategies Consulting Services CC 
    20. Classic Human Capital Solutions 
    21. Crimsonblu (PTY) LTD 
    22. CTAM Training and Consulting 
    23. CTC College(PTY) LTD. 
    24. Dean Institute Of Learning (Pty) Ltd 
    25. Development Bank of Southern Africa (DBSA) 
    26. DITEBOGO CONSULTANCY CC 
    27. Ditirelo Skills Development Services 
    28. Edequette Training Institute 
    29. Edutraining Business College 
    30. Elective Training Institute Enterprise CC 
    31. Elvis Koena Consulting (Pty) Ltd 
    32. Eskilz College (Pty) Ltd 
    33. Ethekwini Corporate and Human Resources Skills Development Unit 
    34. Execuprime Business College (Pty) Ltd 
    35. Express Model 405 
    36. Frugatrax Consultants 
    37. Glere Skills and Consultants 
    38. Glo Leb Training & Development 
    39. Goitseone Trading and Projects Pty LTD 
    40. Growth Management Consulting 
    41. Gudlhuza Development Solutions cc 
    42. Hamonate Consulting 
    43. Hlaniki Investment Holdings 
    44. HS GLOBAL SKILLS BUSINESS SOLUTIONS 
    45. Ikhaya Training and Consulting 
    46. Ilinge Labantu Debt Solution 
    47. Inafrica General Trading Pty LTD 
    48. IQ Skills Academy (PTY) LTD. 
    49. JNUTO Trading and Projects 
    50. Jobafrik Consulting 
    51. K Shabangu FET College 
    52. KAGISHO BUSINESS CONCEPTS (Pty) LTD 
    53. KALIDEEN MANAGEMENT SERVICES 
    54. Kamanga Skills Projects 
    55. Kelsey Events and Business Consulting 
    56. Kgolo Institute 
    57. Khabolwazi Pty LTD 
    58. KHOSITHI TRAINING 
    59. Kia Chuma 
    60. KN Business Solutions 
    61. KOKANO PROJECTS PTY LTD 
    62. Kueneng Investment Holding 
    63. Kuyakhula Development Initiatives 
    64. KYM MANAGEMENT CONSULTING 
    65. Lekoko Consulting (PTY) LTD 
    66. Letlotlo La Gae (Pty) Ltd 
    67. Lewerb Holdings (PTY) Ltd 
    68. Mabuya Amahle Trading 
    69. Maile Consulting 
    70. Makavila Suppliers CC. 
    71. Management College of Southern Africa (MANCOSA) 
    72. Maono Tai Consulting and Training 
    73. Marcado Human Resources Strategies 
    74. Masemase Consultancy CC. 
    75. Mass Computer Training And Printers 
    76. MATEPE INVESTMENTS (PTY) LTD 
    77. Matsila Holdings 
    78. Mcebo Technologies 
    79. Mgwezane Training and Events Management CC. 
    80. Mission Point Consulting 
    81. Mmalethabo Consulting 
    82. Mona SS 
    83. Morena Empire Investment 
    84. Mortarboard Training Solutions 
    85. Motheo Skills Entity 
    86. MTHENGENYA & ASSOCIATES 
    87. Murusu Mining Resources 
    88. Ndrendre Building & General Services 
    89. Nemalale Eagles Consultancy CC 
    90. Nhlahle Development Agency 
    91. NJ & L Trading Enterprise CC. 
    92. NOMAKU TRADERS CC 
    93. NORKEM LEADERSHIP DEVELOPMENT INSTITUTE (PTY) LTD 
    94. NS Global Academy 
    95. Opelong Business Institute 
    96. Outeniqua Leadership Institute 
    97. Pachedu Skills Solutions 
    98. Pachi Global Foundation 
    99. Paseka Business Enterprise 
    100. Pioneer Business Consulting 
    101. Power Rush Trading 170 CC. 
    102. PTDEV (Pty) Ltd 
    103. Regenesys Management (Pty) Ltd 
    104. RMK Industries (Pty) Ltd 
    105. Sekakopamo Holdings 
    106. SIZA NESU TRAINING AND DEVELOPMENT 
    107. Solstice Networks CC. 
    108. Stellenbosch University 
    109. Talent Emporium Academy (PTY) Ltd 
    110. The Crimson CO CC. 
    111. Thubelihle Graduate Institute 
    112. Tloumogale Business Development & Consulting 
    113. Tradesman Consulting and Training Solutions 
    114. Tsebo Kitso Trainings 
    115. Tshelopele Development Institution 
    116. Tshwane Training Institute (PTY) LTD. 
    117. Tuns Trading and Projects (Pty) Ltd 
    118. Ubuholi Bendabuko Capacity Building (PTY) Ltd 
    119. Umqondo Consultancy 
    120. University of Fort Hare 
    121. University of North West 
    122. University of Pretoria 
    123. University of Venda 
    124. Venado Trading 
    125. Vicmat Consultants 
    126. Vision Africa Training Institute 
    127. Vuselela FET College - Central Office 
    128. Vuselela FET College - Klerksdorp Campus 
    129. WEINVEST INVESTMENT CC 
    130. Wits University 
    131. Ya Hina Management Consulting and projects 



    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.