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 THAT HAS PASSED THE END DATE: 

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
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2026-06-30   2029-06-30  

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  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  LG SETA 
    Core  48965   Certificate: Municipal Financial Management  Level 6  Level TBA: Pre-2009 was L6  Passed the End Date -
    Status was "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. Africa Rising Advisory Services Pty Ltd 
    2. Amabamba Recruitment 
    3. AVAX SA 481 CC. T/A Mandisa Development Services 
    4. Brilliant Affairs 
    5. Buena Vista Learning Academy 
    6. Commerce Edge South Africa 
    7. Concepts of Sustainable Management (CSM) 
    8. Edequette Training Institute 
    9. Edutraining Business College 
    10. Elvis Koena Consulting (Pty) Ltd 
    11. Excellent Minds Institute (Pty) Ltd 
    12. Faranang Marketing 
    13. Giamanje TVET College 
    14. Growth Management Consulting 
    15. Hamonate Consulting 
    16. HDPSA 
    17. ICM t/a Institute for Career Management 
    18. IQ Skills Academy (PTY) LTD. 
    19. Jabukile Consultancy 
    20. Jobafrik Consulting 
    21. Josmap Training Institute 
    22. Khehli Institute 
    23. KOKANO PROJECTS PTY LTD 
    24. KYM MANAGEMENT CONSULTING 
    25. Lewerb Holdings (PTY) Ltd 
    26. Madingoane and Family Construction 
    27. Makhuba Development Projects CC 
    28. Mamuhle Academy 
    29. MANCOSA Pty (Ltd) 
    30. Maritime Business Institute 
    31. MARS Business Consulting 
    32. MATEPE INVESTMENTS (PTY) LTD 
    33. Mcebo Technologies 
    34. Melatrend Management Consulting 
    35. Morar Incorporated - KZN 
    36. Mortarboard Training Solutions 
    37. MTK Corporate Solutions 
    38. Nelson Mandela University 
    39. Nemalale Eagles Consultancy CC 
    40. Neopeo Trading & Projects 
    41. Opelong Business Institute 
    42. Pachedu Skills Solutions 
    43. Pachi Global Foundation 
    44. Pebetse Training and Consulting 
    45. Petra Institute of Development 
    46. PFIM Trading (Pty) Ltd 
    47. PMA Holdings (PTY ) LTD. 
    48. Progressive School of Business and Engineering (Pty) 
    49. PTDEV (Pty) Ltd 
    50. Reflections Development Institute 
    51. Regenesys Management (Pty) Ltd 
    52. Regent Business School (Pty) Ltd t/a Regent Business School 
    53. Resonance Institue of Learning 
    54. Sebenzisanane Human Capital 
    55. Silalele Consulting CC. 
    56. Siza Nesu Training and Consultants 
    57. South African Corporate Training Association 
    58. Starplex 489 cc 
    59. Stellenbosch University 
    60. Tachfin Holdings 
    61. Tasc Business Consulting and Training 
    62. Tau and Tau Training Enterprises Pty Ltd 
    63. Tembe Service Providers 
    64. Thinking Mind Trading 
    65. Tloumogale Business Development & Consulting 
    66. Transafric Consulting Pty Ltd 
    67. Tshepang Consulting & Project 
    68. Tshwane Training Institute (PTY) LTD. 
    69. Tsogo-Tlhago Trading Enterprise 
    70. Umqondo Consultancy 
    71. UNIVERSITY OF BUSINESS EXCELLENCE(PTY)LTD 
    72. University of Pretoria 
    73. University of Venda 
    74. Vukauzakhe Traiding Enterprise 


    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.