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. Afriwealth Consulting 
    4. AfroXpert Performance Developement cc 
    5. AK and Associates 
    6. All Access Holdings 
    7. Altimax (Pty) Ltd 
    8. Amabamba Recruitment 
    9. Amadube Investments CC 
    10. AMM Training and Consulting 
    11. Anzani Group 
    12. ARMS - Audit & Risk Management Solutions 
    13. Asiphokuhle Training and Research Institute 
    14. Attractive Softcare Application Projects cc t/a ASAP Events and Consulting 
    15. AVAX SA 481 CC. T/A Mandisa Development Services 
    16. Bantubanye Skills 
    17. Bikologix Projects 
    18. Black Expression Consulting 
    19. Bokatoka Construction and Projects 
    20. Break The Chains Development Services 
    21. Brilliant Affairs 
    22. Buena Vista Learning Academy 
    23. Cairo Corporate Consulting 
    24. Camissa Institute 
    25. Centre for Public Participation 
    26. Change Strategies Consulting Services CC 
    27. Classic Human Capital Solutions 
    28. Concepts of Sustainable Management (CSM) 
    29. Cradle Stars Trading Enterprise 
    30. CTAM Training and Consulting 
    31. CTC College(PTY) LTD. 
    32. Development Bank of Southern Africa (DBSA) 
    33. DGK Advisory 
    34. DITEBOGO CONSULTANCY CC 
    35. Ditirelo Skills Development Services 
    36. Eagle Greek Inverstment T/A Mollo consulting 
    37. Edequette Training Institute 
    38. Elangeni Consulting 
    39. Elvis Koena Consulting (Pty) Ltd 
    40. Eskilz College (Pty) Ltd 
    41. Esther G Consulting 
    42. ETAMIC PTY LTD 
    43. Ethembeni Multi Service Enterprise (Pty) Ltd 
    44. Eukon Engineering and Projects 
    45. Excellent Minds Institute (Pty) Ltd 
    46. Faranang Marketing 
    47. GATYANA TRAINING ACADEMY 
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    51. GOBELA CONSULTING 
    52. Goitseone Trading and Projects Pty LTD 
    53. Growth Management Consulting 
    54. Hamonate Consulting 
    55. HDPSA 
    56. Hlaniki Investment Holdings 
    57. Hlombe and Associates 
    58. IALE School of Advanced Learning Education 
    59. ICM t/a Institute for Career Management 
    60. IGKM Management Services (Pty) Ltd 
    61. Ikhaya Training and Consulting 
    62. Iklwa Contractors 
    63. Iliso Investment holdings (Pty) Ltd 
    64. Inafrica General Trading Pty LTD 
    65. Indub Trading c.c. 
    66. Inkonyane Yamaswazi Projects 
    67. Institute For Performance Management 
    68. IQ Skills Academy (PTY) LTD. 
    69. Isiphephelo Consultants 
    70. Jabukile Consultancy 
    71. Josmap Training Institute 
    72. K Shabangu FET College 
    73. KAGISHO BUSINESS CONCEPTS (Pty) LTD 
    74. KALIDEEN MANAGEMENT SERVICES 
    75. Kamanga Skills Projects 
    76. Kellery Projects 
    77. Kelsey Events and Business Consulting 
    78. Keptel 
    79. Kgolo Institute 
    80. Khabolwazi Pty LTD 
    81. KN Business Solutions 
    82. KOKANO PROJECTS PTY LTD 
    83. Kueneng Investment Holding 
    84. Kuyakhula Development Initiatives 
    85. KYM MANAGEMENT CONSULTING 
    86. Lekoko Consulting (PTY) LTD 
    87. Lemao Enterprise 
    88. Letlotlo La Gae (Pty) Ltd 
    89. Lewerb Holdings (PTY) Ltd 
    90. Lip Holding (pty) LTD 
    91. Londimvelo Consultants 
    92. Lulona Consulting (Pty) Ltd 
    93. Mabuya Amahle Trading 
    94. Magumzane Traiding cc 
    95. Mahloko Training, Auditing Services and other Projects 
    96. Maile Consulting 
    97. Makaota Training Consultants 
    98. Mamuhle Academy 
    99. Management College of Southern Africa (MANCOSA) 
    100. MARS Business Consulting 
    101. Mass Computer Training And Printers 
    102. MATEPE INVESTMENTS (PTY) LTD 
    103. Matsila Holdings 
    104. Mbedvula Trust 
    105. Mbhinelwa Trading 
    106. Mcebo Technologies 
    107. Melatrend Management Consulting 
    108. Mimosa Business Consultants 
    109. Mission Point Consulting 
    110. MK Consulting 
    111. Mlilowendalo Enterprise 
    112. Mmalethabo Consulting 
    113. MML Consulting CC. 
    114. Mona SS 
    115. Morena Empire Investment 
    116. Mortarboard Training Solutions 
    117. Motheo Skills Entity 
    118. MTK Corporate Solutions 
    119. MUHANGWENE DEVELOPMENT ENTERPRISE 
    120. Nalengmokoni Investors (Pty) Ltd 
    121. Nelson Mandela University 
    122. Nhlahle Development Agency 
    123. NJ & L Trading Enterprise CC. 
    124. Nkqubela Community Developers 
    125. NORKEM LEADERSHIP DEVELOPMENT INSTITUTE (PTY) LTD 
    126. NTSIHLELE TRADING 
    127. Nvsion Consulting 
    128. Omogolo Itumeleng Trading 
    129. Pachi Global Foundation 
    130. Paseka Business Enterprise 
    131. Pebetse Training and Consulting 
    132. Philani Solutions 
    133. Pioneer Business Consulting 
    134. PMA Holdings (PTY ) LTD. 
    135. Poshido Training 
    136. Princetop Corporative Training (Pty) Ltd 
    137. Progressive School of Business and Engineering (Pty) 
    138. PTDEV (Pty) Ltd 
    139. Pulakgadi Training Consulting CC 
    140. Pule Ramasimong Development 
    141. Rankadi Consulting 
    142. RCG Markets 
    143. Reabetswe Skills and Trainin Academy 
    144. Regenesys Management (Pty) Ltd 
    145. Regent Business School (Pty) Ltd t/a Regent Business School 
    146. Resonance Institue of Learning 
    147. Revival Training Academy 
    148. RMK Industries (Pty) Ltd 
    149. Salt Lake Residence Action Group (SARAG) 
    150. Sebenzisanane Human Capital 
    151. Silalele Consulting CC. 
    152. SIZA NESU TRAINING AND DEVELOPMENT 
    153. Social Capital Group 
    154. Soni Investment 
    155. South African ABET Development Agency SAADA 
    156. South African Corporate Training Association 
    157. South African Governance and Business College 
    158. Southern African Institute of Public Administration 
    159. STARPLEX 408 CC 
    160. Stellenbosch University 
    161. Tachfin Holdings 
    162. Talent Centre Training 
    163. Talent Emporium Academy (PTY) Ltd 
    164. Talent Sculpture 
    165. Tasc Business Consulting and Training 
    166. Tembe Service Providers 
    167. The Crimson CO CC. 
    168. Thinking Mind Trading 
    169. Thubelihle Graduate Institute 
    170. Thuto-Boswa Education and Training Solution 
    171. TJO Projects and Trading 
    172. Tloumogale Business Development & Consulting 
    173. Tovani Traiding 299 
    174. Tradesman Consulting and Training Solutions 
    175. Transafric Consulting Pty Ltd 
    176. Tshepang Consulting & Project 
    177. Tshwane Training Institute (PTY) LTD. 
    178. TWINMARK STRATEGY AND MANAGEMENT CONSULTANTS 
    179. Ubuholi Bendabuko Capacity Building (PTY) Ltd 
    180. Umqondo Consultancy 
    181. UNIVERSITY OF BUSINESS EXCELLENCE(PTY)LTD 
    182. University of Fort Hare 
    183. University of Pretoria 
    184. University of Venda 
    185. Unlimited Potential Investments 
    186. Value at Hand 
    187. Venado Trading 
    188. VEZOKUHLE YOUTH DEVELOPMENT PROJECT 
    189. Vicmat Consultants 
    190. Vision Africa Training Institute 
    191. WEINVEST INVESTMENT CC 
    192. Wits University 
    193. Wongintuthuko Projects 
    194. 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.