MFMA Monitoring Checklist Websites

MFMA Monitoring checklist – Websites (30 SETEMBER 2016):

A. Municipality name: Breede Valley Municipality Demarcation code: WC025 Province: Western Cape Name of Municipal Manager: (Acting) D. McThomas Tel (MM): 023 - 348 4994 Fax (MM): 023 – 348 4997 Postal address of Municipal Manager: Private Bag X 3046 Worcester 6850

Name of CFO: (Acting) R. Ontong Tel (CFO): 023 – 348 2665 Fax (CFO): 023 – 348 4997 Note: Please confirm contact Done? details with municipality

B. If the municipality has a website, please provide the www.bvm.gov.za website address (check Implementation Priority return): B.1. Please advise whether the following information appear on the municipality’s website: (Please also indicate for each of the items below, when last it was updated on the website. If no info, reflect a note “No update date provided”) The 09/10 + 10/11 + 11/12 + Yes The number of service None 12/13 + 13/14 + 14/15 + 15/16 delivery agreements + 16/17 annual budget published last it was updated 19/05/2016 last it was updated Number of budget related 13 Number of long-term 11 policies published borrowing contracts? last it was updated 19/05/2016 (Confirm with analyst what is in 2016/17 budget) Please list all the budget related policies appearing on the website: 1. Asset Management Policy 2. Borrowing Policy 3. Budget Policy 4. Budget Virement Policy 5. Costing Policy 6. Credit Control and Debt Collection Policy 7. Funding and Reserve Policy 8. Insurance Management Policy 9. Long term Financial Plan Policy 10. Property Rates Policy 11. Tariff Policy 12. Write-Off Policy 13. Supply Chain Management Policy Does the municipality have No The number of long-term 11 any PPP’s? borrowing contracts published last it was updated March 2015 The annual report & Yes The number of PPP N/A the financial period covered in contracts published annual report 2014/2015

last it was updated 26/01/2016 last it was updated June 2015 The number of Section 57(1) Yes Number of long term 1 (b) Systems Act performance contracts published (please reports published note different from (performance agreements) borrowing contracts.) last it was updated 16/02/2016 last it was updated 15/01/2016 Number of supply chain 0 Number of long term 1 management contracts contracts reported on in last it was updated Monthly LTC return in database An information statement of Auction The number of quarterly 3 capital assets that have been Information reports tabled to council on disposed off ito sec 14(2) or the implementation of the Period Period (4) & the period covered in the budget (sec 52(d)) & the covered: covered: statement period covered in the latest 2015/16 July 2015 till report. Sept 2015 & Oct 2015 till Dec 2015 & Jan 2016 till March 2016 last it was updated 15/01/2016 last it was updated 14/04/2016

C.1. Municipal Website – 2007/08 Budget Checklist Once you enter the website please put in the time so that we can Date 14/10/2016 calculate at the end how long it took you to complete the Time site 11:28 questionnaire. It may be an indication of the user friendliness of the entered site. Time site 11:35 exited D.1.1. Does the website reflect contact details for the municipality? Contact details for the Municipal Contact details for the CFO? Yes No Yes No Manager? Physical address of the Municipality? Yes No Postal address of the Municipality? Yes No Are other contact details over-and-above abovementioned provided? Yes No Are there information on the website relating to Economic Development opportunities? Yes No If yes, is it possible to determine here development is required or what opportunities for Yes No investment exist in the municipality? Does the oversight report (on the annual report) appear on the website (sec 129) If yes, to which year’s annual report does it relate? Yes No __2008/2009_2009/2010_2010/2011_2011/2012_2012/2013_2013/2014_2014/2015

D.1.2. Ease of locating the budget documentation

(a) Describe how you Open Website –Directorate Fin Service – Draft/actual and adjustment budget - located the budget on the budgets web site.

(b) Was the budget documentation indicated on the municipal home page. (It could be an icon or in a menu in the margin or similar.) Yes No

(c) Was it easy to find? Yes Why? Open Website –Directorate Fin Service - budget Why or why not? No Why not? (d) How many clicks did it take to get the budget documentation? Three

D.1.3. Tabled budget distinguishable from approved budget

(a) Is the tabled budget (the one tabled for consultation at least 90 days prior to the Yes No start of the year) shown separately from the approved budget?

(b) How was this done? Has it own item on website.

D.1.4. Dates posted to website (For example, see the dates next to each MFMA circular on the NT website) Quarterly and monthly reports updated on the 14 October 2016. (a) Is the date the tabled budget is posted to the web site made clear on the web site? (not on the document itself but on the website) Yes No

(b) Is the date the approved budget is posted to the web site made clear on the web site? (not on the document itself but on the website) Yes No

D.1.5. Format of Budget

(a) Is the format of the tabled budget broadly in line with Circular 28? Yes No (b) Is the format of the approved budget broadly in line with Circular 28? Yes No (c) Please open the budget documentation on the website and tick all the documentation (from the list below) appearing on the website for both the tabled budget and the approved budget for 2012/13 Tabled Approved No. Description Yes / No Yes / No 1. Table of Contents Yes 2. Mayoral Budget Speech Yes 3. Budget Related Resolutions Yes 4. The Budget 4.1 Executive Summary Yes 4.2 Budget Schedules (operating and capital) Yes 4.3 Budget Related Charts and Explanatory Notes Yes 5. Supporting Documentation 5.1 Budget Process Overview (including consultation process Yes and outcomes) 5.2 Alignment of Budget with Integrated Development Plan Yes 5.3 Budget Related Policies Overview and Amendments Yes 5.4 Budget Assumptions Yes 5.5 Funding the Budget (including fiscal overview and sources Yes of funding) 5.6 Disclosure on Allocations Made by the Municipality Yes 5.7 Disclosure on Salaries, Allowances and Benefits Yes 5.8 Monthly Cash Flows by Source Yes 5.9 Measurable Performance Objectives (Revenue Source & Vote) 5.10 Disclosure on Implementation of MFMA & Other Legislation 5.11 Summary of Budgets and SDBIP’s – departmental / Yes functional (internal to the municipality) 5.12 Summary of Budgets and SDBIP’s – entities and other Yes external mechanisms 5.13 Summary of Detailed Capital Plan Yes 5.14 Budgeted Financial Statements – parent, each entity, Yes consolidated 5.15 Are the monthly section 71 reports published on the website? Yes No If yes, please mark below which of the following reports are appearing - AC CAA EQ MSIG MIG GRANTS Section 71, Bank rekon RME Natt 72, 52(d) Lottery CFA AD FMG INEP OSA Libraries BSAC Schedule C PWPG BM

D.1.6. Service Delivery and Budget Implementation Plan

(a) Is the SDBIP on the website? Yes No (b) Is the SDBIP in the same area Yes as the budget? No (c) Is the date the SDBIP was posted on the website shown? Yes No D.1.7. Performance agreements of senior managers

(a) Are the annual performance agreements for the municipal manager and other senior managers on the website? (Note - Consider your previous Yes No response to this question in B. (above) relating to sec 57(1)(b) System Act reports/ performance agreement) (b) Is the date these agreements were posted on the website shown? Yes No

Done on 14 October 2016