Lecture 4 Intergraded Development PDF

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Integrated development planning and performance managementIntroduction The Constitution instructs a municipality to "structure and manage its administration and budgeting and planning processes to give priority to the basic needs of the community, and to promote the social and economic dev...

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Integr Integrated ated development planni planning ng and performance m management anagement Introduction

manage e its  The Constitution instructs a municipality to "structure and manag administrat administration ion and budgeting and planning processe processess to give priority to the basic needs of the commun community ity ity,, and to promote the social and economic development o off the community".  Municipalities are also under a duty to "participate in national and provincial  development programmes;  The most important instrument that a municipality uses to implement these  constitutional instructions is Integrated Development Planning. The term "Integrated Development Planning" (IDP) was launched in the White Paper on Local Government and was presented as one of the most important tools for municipalities to fulfil their developmental mandate. Chapter 5 of the Systems Act outlines the legal framework for IDP, which is essentially a participatory process of planning through which the municipality assesses needs, prioritises them and then formulates objectives and strategies to address them.  In short, the IDP should consolidate all municipal planning into a comprehensive strategy linked to the municipal budget. This strategy is reviewed annually and monitored by a system of performance management, also legislated in the Systems Act.  It is NB to note that IDP is an intergovernmental process = it is the articulation of national and provincial planning within the municipal arena. It is the method through which municipalities become the epicentre of developmental activities of national, provincial and other actors.  The Systems Act seeks to ensure a consistent approach to intergovernmental planning across government.  It instructs the national and provincial organs of state responsible for legislation that requires municipal compliance with planning requirements to align the implementation of that legislation with Chapter 5 of the Systems Act;  These organs of state must consult with municipalities affected by the implementation of the planning requirements and take reasonable steps to assist the municipality to meet the time limit set for the adoption of an IDP7 as well as the other requirements applicable to the IDP process.

 The organ of state in the provincial or national government initiating such legislation must consult with organised local government before legislation is enacted; Basic features o off integrated dev development elopment planning (ID (IDP) P)

planning lanning model for local government. The basic tenet of IDP is that it is a strategic p Each municipal council must adopt an IDP.The Systems Act lists the features of the plan which ensure that the IDP: (a)

links, integrates and coordinates;

(b) align plans and takes into account proposals for the development of municipality’s resources and capacity with the implementation of the plan;

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(c) forms the policy framework and general basis on which the budget must be based; and (d) is compatible with national and provincial development plans and planning requirements that are binding on the municipality in terms of legislation. •

Any strategic planning by the municipality must take place within the IDP and should not be seen as separate from it. The IDP is a single, inclusive and strategic plan for the development of the municipality and is the municipality's principal str strategic ategic planning instrument;

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The Systems Act provides that a municipality must give effect to its IDP and conduct its affairs in a manner that is consistent with it.

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There is a special link between the IDP and land use planning and management;

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Johannesburg nesburg Metropolitan Muni Municipality cipality v Gauteng D Development evelopment In City of Johan Tribunal , the Gauteng Development Tribunal was reproached for approving land development applications without regard for the City of Johannesburg's IDP.

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The Constitutional Court underscored the importance of IDPs for land use planning and management with the following passage: “The role play played ed by these plans in the admini administration stration of land iiss important. They provi provide de for for,, among other things, the alig alignment nment of resources utilised to sup supply ply basic services to local communities. There can be no doub doubtt that any devel development opment undertaken within a municipal area aff affects ects the budg budget et of the municipality concerned, particularly in the su supply pply of services. services.””

Developmental planni planning ng •

Integrated development planning must be developmentally oriented, that is, seeks to fulfil the objec objects ts and duties of sections 152 and 153 of the

Constitution and towards the realisation, together with other organs of state, of the rights to a safe and healthy environment, protection of property, housing, health care, food, water, social security and education; •

The Systems Act provides that the developmental principles enunciated in Chapter I of the Development Facilitation Act should complement the above provisions;

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Importantly, public participation is central to the IDP model;

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The IDP must be seen as str strategic ategic planni planning ng together with the local community community..

Intergov Intergovernmental ernmental planning •

Municipal planning must take place within the framework of co-operative government;

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It cannot take place in isolation but must be aligned with, and complement, the development plans and strategies of other municipalities and other organs of state in order to give effect to the principles of co-operative government;

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Therefore, IDP is strategic planning within an intergovernmental relations context. IDP is one of the most important instruments of co-ordination between national, provincial and local government;

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The Systems Act reiterates the duty on municipalities to participate in provincial and national development programmes;

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Service delivery by all spheres of government comes together in a focal point of co-ordination and alignment at local government level.

Status and legal nature of the IDP •

The IDP, once adopted, remains in force until amended or until a newly elected council adopts a new IDP;

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The IDP = principal strategic planning instrument that guides and informs all planning and development, and all decisions with regard to planning, management and development, in the municipality thus a municipality must give effect to its IDP and conduct its affairs in a manner that is consistent with it;

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The importance of the IDP for the entire municipality is further underscored in provides des that each staff the Code of Conduct for staff members which provi member must obtain copies of or inf information ormation about the muni municipality's cipality's IDP IDP,, and as far a ass possible within the ambit of the staff memb member's er's job description, seek to implement the objectives set out in it, and achieve the per performance formance targets set for eac each h performance indica indicator; tor;

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The IDP legally binds the municipality in the exercise of its executive authority. No single executive decision may be in conflict with the IDP;

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exception ception occurs when there is iinconsistency nconsistency between the IDP and The only ex national or provin provincial cial legislation. In that ccase, ase, the legislation prev prevails; ails;

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The IDP also binds all other persons, but only to the extent that this is stipulated in a bylaw;

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A third party can thus not claim that an executive act is unlawful simply because it conflicts with the IDP;

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The IDP has to be given legislative form before it can be the basis for any challenge to a municipal action;

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Section 26 of the Systems Act and regulation 2 of the Local Government: Municipal Planning and Performance Management Regulations (Municipal Planning Regulations) list the items that must be included in the IDP;

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The Municipal Planning Regulations emphasise that the IDP must be used to prepare action plans for the implementation of the strategies.

Financial plan •

The IDP rests on a financial plan, which must include a budget projection for at least the next three ye years ars;

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A municipality's integrated development plan must inform the municipality's annual budget, which in turn must be based on the development priorities, objectives and perf performance ormance targets set b byy the municipality;

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In terms of the IDP regulations, this financial plan mu must st at least indicate the financial resources av available ailable for capital projec projectt developments and oper operational ational expenditure;

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It must also include a financial strategy that defines sound financial management and expenditure control and identifies ways and means of increasing revenue and external funding for the municipality and its development priorities and objectives;

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This strategy may address revenue raising, asset management, financial management, capital financing, operational financing and general cost effectiveness;

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The IDP must list the key performance indicators (KPIs) and targets that have been determined in the municipality's performance management system;

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A KPI is a tool for determining how progress towards a target is to be measured.

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The essence of the IDP process, as envisaged by the legislation, is that the municipality assesses its needs and formulates a vision for the long-term future;

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The gap between the vision and the long-term future is interpreted and analysed, resulting in the identification of priority areas;

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In this process there must be continuous inter interaction action with both commun communities ities and national and pr provincial ovincial gov governments ernments in order to achieve a holistic government plan for the municipal area.

Roles and responsibilities: the power to ad adopt opt and manage the dr drafting afting of an IDP •

As stated earlier, each municipal council is obliged by law to adopt an IDP;

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The passage of the IDP must take place within a prescribed period after the start of the council's elected term;

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The municipal council must adopt the IDP, a power it cannot delegate to any other body;

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The driving force behind the management of the drafting of the IDP must be the municipality's executive committee or the executive mayor;

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The executive must manage the drafting process.

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It must assign the relevant responsibilities to the municipal manager and eventually submit the draft for adoption to the council;

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If the municipality does not have an executive mayor or an executive committee, it must appoint a committee of councillors to drive the IDP process.

Process plan •

The council must adopt a document that sets out how it intends to go about planning, drafting, adopting and reviewing the IDP. This document is usually called the 'process plan;

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It must be adopted within a prescribed period after the start of the council's elected term.The local community must be consulted on the process before its adoption and must be given notice of the particulars of the process plan after it has been adopted;

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The process for the drafting of the IDP must have a predetermined programme with time frames;

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In the parameters set by the Systems Act for the IDP process, the elements of community participa participation tion and intergov intergovernmental ernmental planning occ occupy upy a prominent place.

Community partici participation pation

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The process plan must allow for the local community to be consulted on its development needs and pri priorities orities through the mechanism mechanismss established by the municipality;

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The Systems Act prescribes a participatory process that goes further than consultation;

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It instructs a municipality to ensure that the local communit communityy is allowed to participate in the drafting of the IDP;

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It must also make provision for other organs of state, including traditional authorities, to be consulted.

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Community participation is central to the process of developing and implementing a performance management system;

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A municipality must inv involve olve the local commun community ity in the devel development, opment, implementation and revie review w of the performance manag management ement system through its mechanisms and structure structuress for commun community ity participation;

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The public must be kept informed of the p performance erformance management ssystem ystem on a regular basis. A municipality must allow the local community to participate in the setting of appr appropriate opriate performance tar targets gets;

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When the performance targets have been set, the municipality must communicate them to the public as well as to its internal administr administration ation;

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The participatory nature of the process means that communities are to be involved, not only in measuring the per performance formance of the municipality in relation to its development priorities and objectives but also in the develop development ment of the monitoring, measuring an and d review mechanisms them themselves. selves....