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IDP Conference 2004“Developmental Governance in Action”
SESSION 4:SESSION 4:
‘‘IDP experience in the Western Cape’IDP experience in the Western Cape’
- Philip Grobler- Philip Grobler Western Cape IDP Co-ordinatorWestern Cape IDP Co-ordinator Dept of Local Government, Western Cape Dept of Local Government, Western Cape
5 March 20045 March 2004
Let’s take a look at our IDP journey …
How far have we come?
What did we achieve … or did not achieve?
Where are we now?
Local Government Elections: 5 Dec 2000 !
… 30 New municipalities !
Attempted the “interim IDP” …Attempted the “interim IDP” …
To consolidate existing municipal plans
… by March 2001 ?
Then came 2001-2002 …Then came 2001-2002 …
First ‘full’ IDPFirst ‘full’ IDP
Received documents & manuals
Received IDP training … in 2001
CouncillorsIDP Managers
Sector departments
We started ….
Drafted district ‘frameworks’ …
Draft municipal ‘process plans’ to guide the process
Learned about ‘IDP’ structures …Learned about ‘IDP’ structures …
Municipal Council
Municipal Manager (Sect 55)
IDP Steering Committee
Subcommittees
Project Task Teams
Stakeholder and Community Participation
IDP Representative
Forum
Metropolitan/ District/Local Level
StakeholderStructures
WardCommittees
Ward Level
IDP Manager
Learned about a ‘5 phase’ IDP processLearned about a ‘5 phase’ IDP process
ANALYSISANALYSISANALYSISANALYSIS
STRATEGYSTRATEGYSTRATEGYSTRATEGY
PROJECTSPROJECTSPROJECTSPROJECTS
INTEGRATIONINTEGRATIONINTEGRATIONINTEGRATION
APPROVALAPPROVALAPPROVALAPPROVAL
• Existing Development reality?
• Vision/Mission-> strategies->projects
• Project outputs• Performance indicators• Cost estimates/budget
• 5 year financial plan• Spatial Framework• Sectoral Programmes• Institutional Plan
• Approved IDP
OUTCOMES
Learned about project templates …
ServiceDeliveryServiceDelivery
Local EconomicDevelopment
Local EconomicDevelopment
CommunityparticipationCommunity
participationSpatial
IntegrationSpatial
Integration
Poverty ReductionPoverty Reduction Sustainable MunicipalDevelopment
Sustainable MunicipalDevelopment Sound EnvironmentSound Environment
OUTCOME?A consultative, systematic, strategic and transparent way of decision-making
Implement(Performance Management)Monitoring
(Annually)
Analysis
Approval
Strategy
Projects
Integrated Budget
CommunityParticipationSTART
We considered ultimate IDP outcomes?
IDP PROCESS
We started on 1 July 2001 …We started on 1 July 2001 …
Granted … some municipalities only started in September 2001!
Most municipalities picked up speed… when budget needed to be linked !
Some mun’s used consultants …Some mun’s did not !
We established “IDP Forums” …We established “IDP Forums” …
We held “forum” meetings … and workshopped ….We held “forum” meetings … and workshopped ….
We discussed our development reality …We discussed our development reality …
We decided where we want to go … VISIONWe decided where we want to go … VISION
We prioritised …We prioritised …
We confirmed existing work …We confirmed existing work …
… and eventually …
……and shaped new projects ..and shaped new projects ..
We gotWe gotIDP’s !IDP’s !
What did we achieve …
or not achieve?
To determine our achievement we had to ‘assess’ the IDPs?
Organisational arrangements Participation Methodology (i.e. IDP guide) Support systems Integration (from priorities to
projects/prog’s) Alignment (horizontal and vertical) Planning-budget link What ‘Skills’ do we have …
We looked at eight areas of IDP …
We looked at eight areas of IDP …
What did we find …
District and local municipalities started talking ..District and local municipalities started talking ..
Mun’s did follow a strategic process …Mun’s did follow a strategic process …
Economic Development & Tourism
Development of new Municipal Services and Infrastructure
Housing and Land
Sport, Recreation and Culture
Spatial and Environment
Community Development
Governance and Communication
Community safety and security
e.g. Mossel Bay IDP Strategies
Quality of lifeFor all
Quality of lifeFor all
Socialharmony
Sustainablelivelihoods
Qualityenvironment
Projects&
Services
Some IDPs linked to budget …
R 236 921 000
R 21 451 000Infrastructure aid to Local Mun’s
R 215 469 000
R 78 532 000Municipal Services
R 26 683 000Land and Housing
R 53 400 000Infrastructure
R 51 207 000Institutional
R 2 137 000Environmental
R 3 509 000Economic Development
* Example of a District Municipality
AmountsIDP Development Objective
* Example: Knysna Municipality external funding dependancy
Quantified external funding Quantified external funding dependencies …dependencies …
Responsibility Amount over 3 years (Rands)
District Municipaility 900 000
Provincial Govt 3 215 370
National Govt 13 622 080
Municipal 15 822 700
Summary of POSITIVE findingsSummary of POSITIVE findings
IDP has become the principle planning document IDP started to bring spheres of govt together New relationships (partnerships) were created Structured involvement did occur Core skills were being developed around IDP Innovative ideas generated on prioritisation Identified ‘key development priorities’ Quantified our backlogs Generated project ideas Started to understand the support needs/systems
What we did not find …
Areas of concern …
We did not see new ‘integrated systems’ …
Structure and Process•IDP Steering Committee•IDP Representative Forum•Project Task Teams
InstitutionalPlan
5 yearFinancial plan
IntegratedSector
Programme /Plans
Monitoring &PerformanceManagement
Plan
OrganisationalStructuring
(HR)
Project &ProgrammeManagement
(Budget)
ANNUAL IDPREVIEW
(PMS-BUDGETCYCLE)
StructuredExternal
Partnerships
Budget &Financial
Management
PerformanceManagement
Organisational Performance Management:* INPUTS *OUTPUTS * OUTCOMES
Capital Programme Operational Programme
MAIN IDP OUTPUTS
NEW
NEW
NEW
Critical management system elements …
MAYOR / EXCOMAYOR / EXCO MUNICIPAL COUNCILMUNICIPAL COUNCIL
MAYOR / EXCOMAYOR / EXCO MUNICIPAL COUNCILMUNICIPAL COUNCIL
Committee 1 Committee 1 (IDP)(IDP)
Committee 2Committee 2
Committee 3Committee 3
Committee 4Committee 4
““STRATEGIC MANAGEMENT TEAM”STRATEGIC MANAGEMENT TEAM”- Municipal Manager & DirectorsMunicipal Manager & Directors
- IDP ManagerIDP Manager(Project Management skills)(Project Management skills)
(Integrated Financial Management)(Integrated Financial Management)(Information Management)(Information Management)
““STRATEGIC MANAGEMENT TEAM”STRATEGIC MANAGEMENT TEAM”- Municipal Manager & DirectorsMunicipal Manager & Directors
- IDP ManagerIDP Manager(Project Management skills)(Project Management skills)
(Integrated Financial Management)(Integrated Financial Management)(Information Management)(Information Management)
Integrated Development ProgrammesIntegrated Development Programmes(monitor IDP projects in budget) (monitor IDP projects in budget)
Integrated Development ProgrammesIntegrated Development Programmes(monitor IDP projects in budget) (monitor IDP projects in budget)
ProjectTeam 1
ProjectTeam
2
ProjectTeam 3
ProjectTeam 4
Line Dept 3
Line Dept 2
Line Dept 1
Line Dept 4
Line Dept 5
COMMUNITYFORUM
(Project teams)
INTEGRATEDMANAGEMENT
SYSTEM
Financial/Budget
Project
Communication& stakeholderengagement
Contract
Monitor &Evaluation
(PMS)
We did not harness all our resources …
Early areas if concern after first round …Early areas if concern after first round …
• Credible and the ‘right kind’ of information (trends/socio-econ)
• Ineffective IDP-municipal budget link
• Poor “project scoping” (without funding remain ‘wish lists’)
• Infrastructure focus prevented broader development debate
• Slavish following of IDP Guides – over complex processes
• Participation gaps – especially business community
• Lack of considering alternative service delivery partnerships
• Weak “inter-governmental” planning and budgeting
• Inadequate focus on “rural reality”
Where are we know?
2004 – Year of second IDP review …2004 – Year of second IDP review …
July 2001 - June 2006 July 2006 – June 2011
JUL 2012-JUL 2017
Interim IDP
March 2001
11stst FULL IDP FULL IDP
March 2002March 2002
3 X IDP Review3 X IDP Review
Mar ’03-’04-’05Mar ’03-’04-’05
5 YEAR TERM OF OFFICE5 YEAR TERM OF OFFICEDEC 2000 - DEC 2005DEC 2000 - DEC 2005
ElectionsDec 2000
5 YEAR TERM OF OFFICEDEC 2005 - DEC 2010
ElectionsDec 2005
2nd FULL IDP
March 2006
4xIDP Review
Mar ’07-’10
TodayToday
STABILISATION
Dec 2000 – 2002
CONSOLIDATION
Jan 2003 – Dec 2010
SUSTAINABILITY
Dec 2010 - Beyond
5 YEAR TERM OF OFFICEDEC 2010 - DEC 2015
ElectionsDec 2010
3rd FULL IDP
March 2011
4xIDP Review
Mar ’12-’15
INSTITUTIONALINSTITUTIONALARRANGEMENTSARRANGEMENTS
PARTICIPATIONPARTICIPATION
• Mngt of IDP• IDP Forum• Steering Committee• Project Teams• Councillors
• IDP Team• Core skills
• Community• Extern Roleplayers * dept’s / NGO’s private sector• Forum operation * area involvement• Mngt of process
• Forum utilisation• District co-ordinate• External access
IDP METHODIDP METHOD
• Guide Packs• Methodology * new ideas * prioritisation • Training: * target groups * business
• Institutional model• Project & Info Mngt• IDP-budget process• Networking
INTEGRATION &INTEGRATION &ALIGNMENTALIGNMENT
• Priorities > projects• Sectoral integration• Prescribe elements• Link to PMS• LM link to DM• Municipal-provincial linkages
• Information flow• IGR structures• DM’s IDP role• PAWC IDP role
PLANNING-PLANNING-BUDGET LINKBUDGET LINK
• IDP projects in budget• Funds secured• CAPEX_ OPEX• Medium term budget outlay
• Project design• Budget cycle• Project Mngt approach
60%60% 60%60% 60 %60 %45 %45 % 45 %45 %
Consider … 2002 ‘Score Card’ relevant?Consider … 2002 ‘Score Card’ relevant?
We have clear ‘pointers’ to deal with …Institutional arrangement
Participation
IDP methodology
IntegrationAlignment
Planning-budget link
Implementation hampering
1. IDP Team (strategic mngt)2. Core skills3. IDP within municipal systems4. Stakeholder engagement5. Forum / wards6. External stakehold’s resources7. Prioritisation tools8. Project teams9. Annual review cycle10.Sectoral issues/‘prescribed’11.District-local mun’s12.Provincial-municipal (IGR)13. IDP-budget link (budget cycle)14.CAPEX & OPEX link to IDP15.Powers/functions16. Info flow
Let’s deal with them ..
and make true developmental governance a reality!
Thank You !