REPORTING, MONITORING AND
PERFORMANCE EVALUATION PROVISIONS ON
NON-FINANCIALS – 2013/14
MIG Quarterly Workshop
3 – 4 September 2013
1
BACKGROUND
•
Section 10 (5) of the Division of Revenue Act, (Act No. 2 of 2013)
indicates clearly that the National Transferring Officer is responsible
for monitoring expenditure and non-financial information on
programmes funded by an allocation.
•
The question could then be asked what non-financial reporting and
monitoring requirements should be in place within a financial year
•
•
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Monthly and quarterly non-financial reporting;
Appraisal meetings that include all relevant stakeholders;
Monthly meetings at a provincial level between stakeholders;
National quarterly review meetings between stakeholders;
Regular site visits by municipalities and stakeholders; and
Meetings with municipalities on the outcomes of reporting and
monitoring activities collectively or individually.
REPORTING
• Monthly, quarterly and annual reporting :
– Legislative requirement
– Tracks and conveys messages of performance across the three spheres
– Establishes levels of accountability
•
As agreed with National Treasury, the quarterly report is the
same as the monthly report submitted at the end of that quarter.
•
Signed monthly report from the municipality is acceptable and
submission thereof would be regarded is in compliance to the
Act for quarterly reporting
•
The monthly/quarterly template has been revised and will be
forwarded and is available on the website
•
Annual report has no template, but needs to be looked at for
2013/14
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PROJECT REGISTRATION
• Creating the baseline for reporting and monitoring
• All relevant role-players (district role-players) must be able to
convene in one meeting in order to evaluate and appraise MIG
projects in accordance with the MIG policy framework
• The establishment of district fora to facilitate project appraisals
are however recommended
• Roles and responsibilities clear for
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–
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National
Province
Provincial / Regional sector dept
Municipalities
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PROJECT REGISTRATION
Action
Submit all technical reports to the sector
departments responsible for water
services, sport and recreation, roads and
transport for all projects to be implemented
in 2014/15).
Evaluate reports and provide final
recommendations on proposed projects to
the receiving officer
Submission of all the project registrations
forms for the projects to be implemented in
2014/15 to the province
Final recommendations to receiving officers
on project registration
Submit to the Transferring Officer, detailed
project implementation plans for all the
projects to be implemented in the 2014/15
financial year.
By whom
Receiving Officer
By when
By 31 May 2013
Sector departments
By 31 July 2013
Receiving officer
By 1 August 2013
Province
By 30 September 2013
Receiving officer
By 31 October 2013
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IMPLEMENTATION PLANS
• The National Transferring Officer of the MIG should be informed
of any changes with respect to the implementation of MIG
projects.
– As at 30 June 2013 – The extent of municipal planning and
budget process including the three year capital plan to be
implemented at the 1st of July on the roll-out of the MIG
programme;
– As at 31 October 2013 - How far municipalities are with regard
to introducing new projects over their current three years and
the impact thereof on the roll-out of the MIG programme.
– As at 31 January 2014 - the extent of the municipal budget
adjustments process on the roll-out of the MIG programme;
– As at 31 March 2014 – the status and cash flow of proposed
MIG projects for the next financial year.
6
PROVINCIAL COORDINATED SITE
VISITS
• The purpose of site visits is to ensure that the funds are being spent for the
intended purposes stated
• Provinces are:
– required to monitor project implementation in collaboration with sector departments and
submit site visit reports to DCoG.
– organising site visit engagements and coordinate the attendance of the various
stakeholders. (provide schedules of site visits)
• Above does not substitute scheduled site visits and site supervision to be
undertaken by municipalities themselves from time to time as part of their
contract management responsibilities.
• Findings of the site visits must be communicated and discussed with
municipalities after which the reports (with remedial actions) are submitted
to DCoG 10 working days after the site visit.
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Questions
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