Understanding and Using this Act > Normative Measures for Financial Management > Annexure A : User Manual for applying NMFM

Critical Performance Area

Basic Evaluation

Yes/No

Performance Indicator/Measure/ Requirement

Performance

Refer Annexure

Norm

Actual

Planning

1)	Has a strategic plan approved by the Executive Authority been tabled in the Legislature? [TR 5.2.1]

Timeliness

At least 7 days prior to the discussion of the department’s budget vote

B1.1

1)	Has the AO established procedures to facilitate effective performance monitoring, evaluation and corrective action? [TR 5.3.1]

Documented proof

Existence of a written procedure

B1.2

1)	Is the strategic plan consistent with the medium term expenditure estimates? [TR5.2.2 (a)]

Compliance

100%

B1.3

1)	Is the content of the strategic plan in accordance with the requirements of the Treasury Regulations and Public Service Regulations? [TR 5.2.2 and PSR, Chapter 1, Part III.B]

Compliance

100%

B1.4

1)	Is the strategic plan performance based? [TR 5.2.2 (d)]

Measurable objectives for each programme

100%

B1.5

1)	Is the strategic plan updated and revised on a regular basis? [TR.5.1.1]

Frequency of revision

Annually

B1.6

1)	Has the department established a sustainable service delivery improvement programme? [PSR, Chapter 1, Part III.C]

Compliance

Annual statement of public service commitment including service standards

B1.7

Budgeting

1)	Has the AO complied with the prescriptions of the budget circular as issued by the relevant Treasury. [TR 6.1.1; 6.2.1]

Compliance

100%

B2.1

1)	Are measurable outputs per programme specified in the departmental budget? [sec 27(4) of PFMA]

Number of performance measures/indicators per output to measure

- quantity

- quality

- timeliness

At least

B2.2

1)	Has the organisational processes and structure been re-evaluated and aligned to the outputs?

Frequency of evaluation

Annually

B2.3

1)	Is your department submitting reports concerning the utilization of a saving in terms of sec 43 (1) of the PFMA?

Timeliness

Within 7 days

Reports submitted to :

- Executive authority

- Relevant Treasury

B2.4

Understanding and Using this Act

Normative Measures For Financial Management

Annexure A : User Manual for applying NMFM

B. Planning and Budgeting