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 QUALIFICATION THAT HAS PASSED THE END DATE: |
Certificate: Municipal Financial Management |
SAQA QUAL ID | QUALIFICATION TITLE | |||
48965 | Certificate: Municipal Financial Management | |||
ORIGINATOR | ||||
SGB Public Administration and Management | ||||
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY | NQF SUB-FRAMEWORK | |||
LG SETA - Local Government and related Services Sector Education and Training Authority | OQSF - Occupational Qualifications Sub-framework | |||
QUALIFICATION TYPE | FIELD | SUBFIELD | ||
National Certificate | Field 03 - Business, Commerce and Management Studies | Public Administration | ||
ABET BAND | MINIMUM CREDITS | PRE-2009 NQF LEVEL | NQF LEVEL | QUAL CLASS |
Undefined | 166 | Level 6 | Level TBA: Pre-2009 was L6 | Regular-Unit Stds Based |
REGISTRATION STATUS | SAQA DECISION NUMBER | REGISTRATION START DATE | REGISTRATION END DATE | |
Passed the End Date - Status was "Reregistered" |
SAQA 9999/99 | 2018-07-01 | 2023-06-30 | |
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 qualification does not replace any other qualification and is not replaced by any other qualification. |
PURPOSE AND RATIONALE OF THE QUALIFICATION |
The purpose of the qualification is to enable qualifying learners to apply strategic level financial management competencies to ensure effective, efficient and economical utilisation of public funds and resources at local government level. Learners will develop competencies to manage strategic planning and budgeting processes, financial management processes and internal control, auditing and reporting processes. Individual learners will benefit through enhancing their personal competencies, knowledge and skills so as to be able to complete tasks required in their employment contracts and by legislation.
Business and commerce will benefit through this qualification as it will assure commonality of practice between public and private sector financial management practices. Social and economic transformation is a core responsibility of local government. Through increasing the financial management capacity of government office bearers and employees the social and economic programmes of government will be implemented effectively, efficiently and economically. The qualification serves to provide the opportunity for new and existing public sector employees to gain financial management competencies. In this light it serves to allow access to management positions for groupings previously excluded from such positions. Through providing financial management competencies South Africa's democracy can be strengthened, through strengthening the ability of local government to deliver. Delivery of services, and most importantly of basic services will contribute to the social and economic development of the country. As individuals competencies improve, the quality as well as the effectiveness and efficiency of local government will improve. Managers with competencies in financial management will assure that all processes of budgeting, financial management, internal control, auditing and reporting meet the conditions of relevant legislation and in this way are accountable to the public. Rationale: The qualification is aimed at senior managers and future senior managers in local government. The typical learner will be an employee in local government, wishing to gain the competence to fulfil the requirements of his/her current job obligations or a municipal employee wishing to gain a qualification so as to advance his/her career opportunities. In addition persons seeking future employment in the local government sector may choose to complete the qualification. Persons employed in non-profit organisations and non-governmental organisations as well as private sector agencies which interface with local government would benefit from the qualification. Qualifying learners may operate at the level of executive mayor, executive councillors, councillors, municipal manager; chief financial officer; department managers; strategic managers and managers of municipal entities. Office bearers and employees at local government level are responsible for managing the provision of services to the community. The Constitution of the RSA (Act 108 of 1996) section 27 (1) states that all South Africans have the right to access health care services; sufficient food and water and social security. Section 27(2) requires the state to take reasonable measures within its available resources to provide these basic human rights. The state is also responsible for providing education for the community and managing all of the country's resources. The constitution therefore allows the community to demand that services are met and that government office bearers and managers have the skills to take reasonable measures in providing services. Based on the parameters created by the Constitution a range of legislation has been promulgated to legislate the manner in which local government will manage public funds. The learning outcomes contained in this qualification are based on the competencies required to contribute to the decision-making and management of public funds. The learning outcomes are combined in 3 broad areas of competence;- The qualification aims to provide opportunities for applied competencies in these three areas and provides a basis for further qualifications in both public sector and private sector financial management qualifications at higher levels on the NQF. Learners will build on their existing competencies in financial management and will learn how to manage within the many challenges facing the public sector. They will learn how to apply basic budgeting, financial management, internal control, auditing and reporting competencies in a public sector setting. These competencies will assist the learner in their role in public sector finance and will also provide competencies which are transferable to the private sector. |
LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING |
It is assumed that Learners undertaking this qualification are competent in:
Recognition of Prior Learning (Rpl) Learners able to demonstrate competency through the summative assessment processes attached to this qualification will receive recognition of prior learning. It is recognised that candidates may have been performing the competencies contained in this qualification in a workplace setting competently for many years, without having gained any formal qualification. The aim of this qualification will be to provide recognition of prior learning for such persons so as to enable them to obtain the qualification in whole or in part for this process. The way in which RPL will be done will be jointly determined by learner and assessor with the tools and techniques used for assessment of the qualification and individual Unit Standards being applicable. |
RECOGNISE PREVIOUS LEARNING? |
Y |
QUALIFICATION RULES |
Level, credits and learning components assigned to the qualification
Fundamental Component The Fundamental Component consists of two Unit Standards, one of which deals with consultation with stakeholders. Consultation is an important process in the setting and implementation of policy and procedures. This Unit Standard will enable learners to see the importance of consultation and provide them with the necessary skills to consult with stakeholders. The second Fundamental Standard deals with ethical behaviour, which is vitally important for municipal officials if public administration is to have credibility amongst the broad public. Both unit standards are compulsory. Core Component The Core Component consists of Unit Standards to the value of 136 credits, which deal with the core competencies required by municipal official in the areas of strategic planning and budgeting, financial management and internal control. All Standards are compulsory. Elective Component Learners are required to choose Unit Standards totaling a minimum of 12 credits from the Unit Standards from this component, which will enable the learner to obtain specialist insight into such matters as the use of technology in municipal administration, Internal Controls and Legislation and Performance Management. |
EXIT LEVEL OUTCOMES |
1. Demonstrate knowledge and critical understanding of municipal finance issues in general, and their areas of focus in particular.
2. Apply economic principles to municipal finance management. 3. Assess foundations and principles of municipal practice in South Africa. 4. Implement well-grounded and systematically developed principles in municipal financial management. 5. Proffer solutions to municipal service management and delivery problems. 6. Engage with the broader field of municipal finance management. 7. Support as a strategic management leader in the field of municipal finance management. 8. Contribute to others' understanding of current and emerging municipal finance issues. 9. Demonstrate responsibility and adaptability as a professional in a municipality setting. |
ASSOCIATED ASSESSMENT CRITERIA |
1.
2. 3. 4. 5. 6. 7. 8. 9. Integrated Assessment Formative and summative assessment The learner must demonstrate his or her proficiency to manage local government finances. Assessment of this qualification should be done in an integrated fashion, combining a number of related Unit Standards in application based assessment exercises utilising the following assessment instruments: The applied competence inherent in this qualification will be ideally demonstrated through assessing a combination of Unit Standards together for example: The Unit Standard, "Apply strategic management planning principles and techniques in public administration and management", could be assessed with the Unit Standard, "Manage budget processes within a public sector organisation." Formative assessments may be structured into a learning programme, based on a combination of some of the specific outcomes from a combination of Unit Standards. Summative assessments should include all the specific outcomes included in the formative assessments in a holistic application based approach. |
INTERNATIONAL COMPARABILITY |
Australia
Australia, a Chief Financial Officer (CFO) in any level of government is expected either to be a Chartered or Certified Practicing Accountant. The qualification of a Chartered or Certified Practicing Accountant requires a minimum of a three-year degree, articles served over a three-year period and a further training course designed by the relevant professional body. Those who desire to move from a specialist senior management position to general management usually use their credits towards an MBA qualification and concentrate on study units relating to general and strategic management and industry specific units. The United Kingdom and Ireland The United Kingdom and Ireland, Financial Managers in Public Administration are expected to be members of the Chartered Institute of Public Finance and Accountancy (CIPFA) and to comply with their requirements. CIPFA promotes public sector finance management interest through its professional qualification and continuing professional development scheme; and through its regulatory role comprising the setting of professional standards and the maintenance of a professional disciplinary scheme for members. Kenya Kenya Accountants and Secretaries National Examination Board (KASNEB) is an examination body which registers learners and sets administers and manages accounting, finance, administration and management examinations both at professional and technician levels. The examinations of the Board are recognised worldwide and are comparable to similar professional examinations (ACCA and CIS) in the world. The Board administers the following four major examinations: Middle managers in administration in the Kenyan government or local governments are expected to hold either the KATC or KAME Qualifications. Tanzania and Uganda Faculties of economics and management sciences at universities tend to offer subjects whose technical and academic content is closely aligned to the examinations administered by KASNEB. It follows that there is insignificant coverage of public sector finance and accounting issues given that they tend to receive a peripheral treatment in the CPS/CPA examinations administered by KASNEB. The training situation is not materially different from that prevailing in Tanzania and Uganda given that the two countries have tended to adopt a similar approach to training of management, accounting and finance professionals. Namibia The University of Namibia has a certificate programmeme in Taxation and Finance, which was designed in 2000 to equip those high school graduates with experience in technical accounting issues in the central and local government. On the basis of the scope of subjects and related learning outcomes addressed, this certificate programme can only be equated to finance qualifications registered at an NQF level 5. This qualification provides a foundation to first degrees in accounting and finance at the same university. The holders of this qualification require a further advanced degree in order to hold the positions of CEOs or CFOs at municipalities. This Certificate in Municipal Financial Management NQF Level 6 contains the skills and knowledge required for the South African situation. This qualification presents the learner with the necessary knowledge and skills required to manage municipal finances. The competencies related to the accounting function are assumed to be in place, and are not dealt with in this qualification. |
ARTICULATION OPTIONS |
This qualification should articulate with the following qualifications:
|
MODERATION OPTIONS |
Anyone wishing to be assessed against this Qualification may apply to be assessed by any assessment agency, assessor or provider institution that is accredited by the relevant ETQA. |
CRITERIA FOR THE REGISTRATION OF ASSESSORS |
Assessors and Moderators of this qualification should:
|
REREGISTRATION HISTORY |
As per the SAQA Board decision/s at that time, this qualification was Reregistered in 2012; 2015. |
NOTES |
N/A |
UNIT STANDARDS: |
ID | UNIT STANDARD TITLE | PRE-2009 NQF LEVEL | NQF LEVEL | CREDITS | |
Core | 116345 | Apply the principles of budgeting within a municipality | Level 5 | Level TBA: Pre-2009 was L5 | 15 |
Core | 116342 | Apply approaches to managing municipal income and expenditure within a multi-year framework | Level 6 | Level TBA: Pre-2009 was L6 | 15 |
Core | 116340 | Apply costing principles to municipal operational and service-based costing | Level 6 | Level TBA: Pre-2009 was L6 | 11 |
Core | 116339 | Apply risk management in South African municipalities | Level 6 | Level TBA: Pre-2009 was L6 | 10 |
Core | 116346 | Apply techniques and South African statutes to cash and investment management in a municipal environment | Level 6 | Level TBA: Pre-2009 was L6 | 10 |
Core | 116344 | Apply the Inter-governmental Fiscal Relations Act to municipal financial management | Level 6 | Level TBA: Pre-2009 was L6 | 10 |
Core | 116347 | Contribute to capital planning and financing | Level 6 | Level TBA: Pre-2009 was L6 | 15 |
Core | 116358 | Contribute to the strategic planning process in a South African municipality | Level 6 | Level TBA: Pre-2009 was L6 | 15 |
Core | 116362 | Manage a municipality's assets and liabilities | Level 6 | Level TBA: Pre-2009 was L6 | 11 |
Core | 116353 | Participate in the design and implementation of municipal supply chain management | Level 6 | Level TBA: Pre-2009 was L6 | 12 |
Core | 116364 | Plan a municipal budgeting and reporting cycle | Level 6 | Level TBA: Pre-2009 was L6 | 8 |
Core | 116363 | Prepare and analyse municipal financial reports | Level 6 | Level TBA: Pre-2009 was L6 | 12 |
Fundamental | 116343 | Apply the principles of ethics in a municipal environment | Level 6 | Level TBA: Pre-2009 was L6 | 10 |
Fundamental | 116348 | Conduct stakeholder consultation around municipal finance programmes | Level 6 | Level TBA: Pre-2009 was L6 | 8 |
Elective | 116351 | Conduct auditing planning and implementation in a South African municipality | Level 5 | Level TBA: Pre-2009 was L5 | 12 |
Elective | 337063 | Demonstrate knowledge and insight into the principles of monitoring and evaluation in assessing organisation and/or programme performance in a specific context | Level 5 | Level TBA: Pre-2009 was L5 | 5 |
Elective | 337059 | Apply monitoring and evaluation approaches and tools to assess an organisation's or programme's performance in a specific context | Level 6 | Level TBA: Pre-2009 was L6 | 15 |
Elective | 116341 | Conduct performance management to a South African municipal environment | Level 6 | Level TBA: Pre-2009 was L6 | 12 |
Elective | 116357 | Design internal control and internal control evaluation framework | Level 6 | Level TBA: Pre-2009 was L6 | 8 |
Elective | 116361 | Interpret South African legislation and policy affecting municipal financial management | Level 6 | Level TBA: Pre-2009 was L6 | 8 |
Elective | 116360 | Manage information technology resources in a municipal finance environment | Level 6 | Level TBA: Pre-2009 was L6 | 8 |
LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION: |
NONE |
PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION: |
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. | A.S.A.P Training and Consulting |
2. | Africa Rising Advisory Services Pty Ltd |
3. | Amabamba Recruitment |
4. | AMG Training and Hygiene Consultants |
5. | AMM Training and Consulting |
6. | ARMS - Audit & Risk Management Solutions |
7. | Ashley Maloka Consulting |
8. | Asiphokuhle Training and Research Institute |
9. | AVAX SA 481 CC. T/A Mandisa Development Services |
10. | Avenida (Pty) Ltd |
11. | Bazalwane Business Partners |
12. | Ben Tyres and Training Institute |
13. | BESO Business Empowerment Solutions CC |
14. | Blueprint Transformation |
15. | Boikgantsho Consulting & Events |
16. | Buena Vista Learning Academy |
17. | Chas Institute of Development |
18. | Chuze Investment |
19. | Coceka Consulting |
20. | Commerce Edge South Africa |
21. | Concepts of Sustainable Management (CSM) |
22. | CTC College(PTY) LTD. |
23. | Cutting Edge Consultants Pty LTD |
24. | Dijama Training Academy |
25. | Edequette Training Institute |
26. | Elvis Koena Consulting (Pty) Ltd |
27. | Escon |
28. | Excellent Minds Institute (Pty) Ltd |
29. | Faranang Marketing |
30. | Gauteng Association Of Local Authorities |
31. | Giamanje TVET College |
32. | Giggs Creations |
33. | Growth Management Consulting |
34. | Hamonate Consulting |
35. | HDPSA |
36. | Ikhaya Training and Consulting |
37. | Institute of Public Affairs and Governance PTY (LTD) |
38. | IQ Skills Academy (PTY) LTD. |
39. | Itumeleng Wellness Solutions |
40. | Jabukile Consultancy |
41. | Johsie Enertprise |
42. | Josmap Training Institute |
43. | Kellery Projects |
44. | Khehli Institute |
45. | KHOSITHI TRAINING |
46. | Khutakhu Trading |
47. | KOKANO PROJECTS PTY LTD |
48. | Konwaba Training Solutions |
49. | KWEM Management Solutions |
50. | KYM MANAGEMENT CONSULTING |
51. | Lewerb Holdings (PTY) Ltd |
52. | Limsa Training Institute |
53. | M.I.C. Training and Development |
54. | Makhuba Development Projects CC |
55. | Mamuhle Academy |
56. | MANCOSA Pty (Ltd) |
57. | Maritime Business Institute |
58. | MARS Business Consulting |
59. | Masnas |
60. | MATEPE INVESTMENTS (PTY) LTD |
61. | Mcebo Technologies |
62. | Melatrend Management Consulting |
63. | MJ Mafunisa Consulting (PTY) LTD |
64. | MK Consulting |
65. | MKHAYA SOLUTIONS GROUP |
66. | Mmanape Management Solutions |
67. | Mod-Mosh Projects and Consulting (PTY) LTD |
68. | Mohlaje Solutions (Pty) Ltd |
69. | Morar Incorporated - KZN |
70. | Mortarboard Training Solutions |
71. | MTK Corporate Solutions |
72. | Ndotha General Trading |
73. | Nemalale Eagles Consultancy CC |
74. | NGM Skills Transfer |
75. | Nonunu Projects |
76. | Nyankwavi Investment CC. |
77. | Outeniqua Leadership Institute |
78. | Pachedu Skills Solutions |
79. | Pachi Global Foundation |
80. | Paneso Development and Trading |
81. | Pebetse Training and Consulting |
82. | PFIM Trading (Pty) Ltd |
83. | Pioneer Business Consulting |
84. | PMA Holdings (PTY ) LTD. |
85. | Progressive School of Business and Engineering (Pty) |
86. | PTDEV (Pty) Ltd |
87. | Reabetswe Skills and Trainin Academy |
88. | Redefined Skills Training & Development (Pty) Ltd |
89. | Regenesys Management (Pty) Ltd |
90. | Regent Business School (Pty) Ltd t/a Regent Business School |
91. | Resonance Institue of Learning |
92. | Sebenzisanane Human Capital |
93. | Silalele Consulting CC. |
94. | Siza Nesu Training and Consultants |
95. | Soni Investment |
96. | South African Corporate Training Association |
97. | Southern African Institute of Public Administration |
98. | Stellenbosch University |
99. | Tachfin Holdings |
100. | Talent Emporium Academy (PTY) Ltd |
101. | Tasc Business Consulting and Training |
102. | Thinking Mind Trading |
103. | Thubelihle Graduate Institute |
104. | Tloumogale Business Development & Consulting |
105. | Tonex Management Solutions |
106. | Tradesman Consulting and Training Solutions |
107. | Transafric Consulting Pty Ltd |
108. | Tshepang Consulting & Project |
109. | Tshwane Training Institute (PTY) LTD. |
110. | Tsogo-Tlhago Trading Enterprise |
111. | TWINMARK STRATEGY AND MANAGEMENT CONSULTANTS |
112. | Umqondo Consultancy |
113. | UNIVERSITY OF BUSINESS EXCELLENCE(PTY)LTD |
114. | Vantage Training |
115. | Vumilia Africa Group |
116. | World Pace Development and Training Institute |
117. | Yamangcuse Consulting |
118. | Zambezi Accounting (Pty) Ltd |
119. | ZwelixolileTrading 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. |