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  8 
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. About Survival Consulting Agency 
    2. Afriwealth Consulting 
    3. Asiphokuhle Training and Research Institute 
    4. Bikologix Projects 
    5. Camblish Training Institute 
    6. Concepts of Sustainable Management (CSM) 
    7. Cradle Stars Trading Enterprise 
    8. Eagle Greek Inverstment T/A Mollo consulting 
    9. ETAMIC PTY LTD 
    10. Excellent Minds Institute (Pty) Ltd 
    11. Falcon Business Institute (PTY 
    12. Faranang Marketing 
    13. GATYANA TRAINING ACADEMY 
    14. GOBELA CONSULTING 
    15. HDPSA 
    16. Hlombe and Associates 
    17. IALE School of Advanced Learning Education 
    18. ICM t/a Institute for Career Management 
    19. IGKM Management Services (Pty) Ltd 
    20. Inafrica General Trading Pty LTD 
    21. Institute For Performance Management 
    22. Isiphephelo Consultants 
    23. Jabukile Consultancy 
    24. Josmap Training Institute 
    25. K Shabangu FET College 
    26. Lip Holding (pty) LTD 
    27. Londimvelo Consultants 
    28. Magumzane Traiding cc 
    29. Mahloko Training, Auditing Services and other Projects 
    30. Makaota Training Consultants 
    31. Makhuba Development Projects CC 
    32. Mamuhle Academy 
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    35. Matsila Holdings 
    36. Melatrend Management Consulting 
    37. Metanoia Training and Projects (PTY) LTD 
    38. Mimosa Business Consultants 
    39. MJ Mafunisa Consulting (PTY) LTD 
    40. Mmanape Management Solutions 
    41. MML Consulting CC. 
    42. MTK Corporate Solutions 
    43. MUHANGWENE DEVELOPMENT ENTERPRISE 
    44. Nalengmokoni Investors (Pty) Ltd 
    45. Nkqubela Community Developers 
    46. Nvsion Consulting 
    47. Opelong Business Institute 
    48. PMA Holdings (PTY ) LTD. 
    49. Poshido Training 
    50. Princetop Corporative Training (Pty) Ltd 
    51. Progressive School of Business and Engineering (Pty) 
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    53. Pulakgadi Training Consulting CC 
    54. RCG Markets 
    55. Reflections Development Institute 
    56. Regent Business School (Pty) Ltd t/a Regent Business School 
    57. Resonance Institue of Learning 
    58. Salt Lake Residence Action Group (SARAG) 
    59. Sanzah Academy 
    60. Sebenzisanane Human Capital 
    61. Silalele Consulting CC. 
    62. South African ABET Development Agency SAADA 
    63. South African Corporate Training Association 
    64. South African Governance and Business College 
    65. STARPLEX 408 CC 
    66. Tachfin Holdings 
    67. Talent Centre Training 
    68. Talent Sculpture 
    69. Tasc Business Consulting and Training 
    70. Tembe Service Providers 
    71. Thinking Mind Trading 
    72. Tloumogale Business Development & Consulting 
    73. Tovani Traiding 299 
    74. Transafric Consulting Pty Ltd 
    75. Tshepang Consulting & Project 
    76. Tshwane Training Institute (PTY) LTD. 
    77. TWINMARK STRATEGY AND MANAGEMENT CONSULTANTS 
    78. UNIVERSITY OF BUSINESS EXCELLENCE(PTY)LTD 
    79. VEZOKUHLE YOUTH DEVELOPMENT PROJECT 
    80. Vision Africa Training Institute 
    81. WEINVEST INVESTMENT CC 


    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.