IDMS PMSA Infrastructure Project Management Congress, Durban, 16/17 September Greg Evans: Strategic Executive Engineering Unit

Size: px
Start display at page:

Download "IDMS PMSA Infrastructure Project Management Congress, Durban, 16/17 September 2013. Greg Evans: Strategic Executive Engineering Unit"

Transcription

1 IDMS PMSA Infrastructure Project Management Congress, Durban, 16/17 September 2013 Greg Evans: Strategic Executive Engineering Unit

2 IDMS Infrastructure Delivery Management System

3 IDMS SECTION ONE Introduction to IDMS and the Pilot for Local Government application SECTION TWO Starting to understand the environment for Municipal Application

4 SECTION ONE

5 A summary of IDMS WHAT IS IDMS: Body of Knowledge / methodology surrounding the planning and execution of INFRASTRUCTURE / CONSTRUCTION PROJECTS from cradle to grave but with a focus on initial preparation / planning. Structured to embed government s budgeting and expenditure cycles into the planning, delivery and operation and maintenance of infrastructure. WHO INITIATED IT: National Treasury, CIDB, Public Works, DBSA and other.

6 IDMS key delivery processes... 1 The System encompasses 3 key delivery processes: Portfolio management (identifying objectives, planning and intelligently grouping projects or initiatives into infrastructure programmes and monitoring and controlling the roll-out of these programmes), Project management (identified in the planning processes), Operations and Maintenance (assets are operated, maintained and ultimately disposed of). As depicted in the following diagram...

7 IDMS key delivery processes... 2 Informed by: Long term PIPELINE and Infrastructure ASSET MANAGEMENT Principles IDP... DP1: Portfolio Management DP1-1 Infrastructure Planning DP1-2 Programme Management Review Infrastructure Asset Management - prioritised MTEF works list (incl portfolio level Work Plans) Develop /review Constr Proc Strat Develop /review IPMP Authorise Implementation Monitor & Control Manage Implementation Close Out DP2: Project Management DP2-1 Implementation Planning DP2-2 Design DP2-3 Works DP2-4 Close Out Prepare Packages Define Packages Develop/Review IPIPs (Prgr & Proj level) Design devlpmt Detailed design Compile MFC Info Construct / Deliver works Handover works Contracts Close Out Adminstr Close Out DP3: Operations & Maintenance DP3-1 Recognise & accept assets DP3-2 Mobilisation for Facilities Mgt DP3-3 Operations DP3-4 Maintenance DP3-5 Demobilisation of Facilities Mgt

8 IDMS why is it needed...to BE UNDERSTOOD ACROSS ALL OF THE INFRASTRUCTURE DELIVERY SPECTRUM, TO BREAK DOWN BOUNDARIES. National calls for improved infrastructure delivery SA Government s developmental strategy is infrastructure led. Public spend stimulates the economy - there is a large reliance of public spend on a core of capable public sector officials to translate these funds into work on the ground. Shortage of technical skills and technical management skills facing our industry move towards bundling approaches being less resource intensive, and,

9 The need to move from short to medium term (MTEF) and to medium to long term planning focus Stakeholders informed earlier Improved planning, integration & support phases Improved communication and understanding across the board). Introducing the consistency of a project management approach. Introducing uniform approach & standards at all levels of government impacting information management & reporting...

10 How is ethekwini involved? Leading up to May 2012 ethekwini s Engineering Unit had been adopting a set of business improvement principles, which during follow up and engagement with National Treasury and CIBD reflected the principles of their IDMS initiative, part of the Cities Support Programme. National Treasury were already substantially relatively far down the path of engaging with National and Provincial Government departments Western Cape Provincial Government had adopted IDMS and other provinces were following close behind.

11 Documentation, guidelines, practice notes and toolkits all existed for such roll-out, but not for Local Government. In July 2012 National Treasury and our City Manager formalised the relationship by agreeing that we Pilot IDMS concepts, principles and documentation for Local Government.

12 Stakeholder Organisations and their required outcomes CIDB: An IDMS toolkit for local government application and use. National Treasury: Development of a replicable management model. Province: Alignment between Province and Local Government. ethekwini Municipality: Streamlined Infrastructure Delivery / Implementation / Efficient capital spend

13 The IDMS Roadmap

14 IDMS pilot group activity Support from National Treasury & CIDB Implementation Agreement Project Charter and other planning documents Monthly Steering Committee meetings with National Treasury, CIDB and Provincial stakeholders. Discussion forums. Assist NT in presentation to national forums for national drive. Conceptualising IDMS principles / issues for local government level. Interface with Provincial IDMS roll-out Team. Introduce concept of IDMS to other City Technical Units.

15 IDMS activity particular to ETM INDIRECT Unit restructuring. Improved Information Management. Move to single source data. Improved systems, move towards data warehousing principles. Improve Construction Procurement process (ISO / separation). Improve business processes (eg. Document Management, reporting). Documentation standardisation. Construction procurement process options cataloguing (existing and proposed models) with SCM consultation. DIRECT Pipeline conceptualisation. Disaggregate 12/13 MTEF budget for generic categorisation. Propose Portfolios to match 12/13 budget. Identify Programmes to match identified 12/13 Portfolios. Match Projects to Programmes 12/13. Apply structure to 13/14 MTEF budget Apply structure to 14/15 MTEF budget Create single system Construction Procurement Strategy with SCM Review 15/16

16 SECTION 2: STARTING TO UNDERSTAND THE ENVIRONMENT FOR MUNICIPAL APPLICATION

17 ETM: Getting the basics right first... summary Efficient information management [Duplication / conflicting / ad-hoc / silobased...] Alignment both internal and external to stakeholder organisations, particularly asset management approaches [Understanding the need, supportive legislation, enabling environment...] IT systems [Supportive ERP or equivalent / supportive of information management / client driven approaches...] Efficient business processes (from work or project identification to design to procurement to operation & maintenance to disposal) Embedment through communication and training in project management and ultimately IDMS practitioner registration through a suitable institution, such as SACPCMP or other.

18 Information management Aspects of Information Management: Understanding the as is across a broad spectrum of functionality and purpose. Simplification / single IT system requirement. Designing the to be. Change Management Planning to ideal state. Incorporating information flow, visibility & accessibility Creating the Project Pipeline...

19 The PIPELINE concept... INPUT Objectives / needs / requirements / stakeholder consultations / planned, existing and new project details... PIPELINE = DATABASE OF EXISTING & POTENTIAL PROJECTS + COMMUNICATION + CO-ORDINATION + GIS + PLANNING + PRIORITISATION + BUDGETING + CLM + DASHBOARD + REPORTS + ACCESSIBILITY +... Software based input, planning, prioritisation, coordination, implementation & monitoring... OUTPUT Prioritised, packaged and approved programmes & projects meeting MTEF (medium term expenditure framework) & other delivery objectives...

20 In a little more detail: interactive model

21 Alignment Some Aspects / examples of Alignment include: Legislative environment (see following slide) Sustainable Infrastructure Asset Management (SIAM) External: IMESA s Asset Management Programme Learning Environment (AMPLE) roll-out. A National Asset Management Steering Committee (NAMS) was established in this regard. Internal: ethekwini s SIAM (Sustainable Infrastructure Asset Management) whole of city / whole of asset portfolio approach. CoST (Construction Sector Transparency) Concept Initiative as being introduced by CIDB proactive and reactive disclosures... Organisational (ETM & other) Stakeholder introduction and alignment Resources and organogram Breaking through silos where they exist

22 Dealing with the Legislative environment Solutions embedded within development strategies include: Getting the right people into infrastructure positions in government achieved by: MFMA minimum competency regulations MSA performance management regulations Finalising IDoEW regulations (Identification of Engineering Work) Getting the right systems Infrastructure asset management regulations are not adequately regulated at LG level (currently only covers inventories, valuation and depreciation and not asset management plans and effective infrastructure asset management) A project level approach (quick responses and approvals, procurement) is not efficient in the current regulatory environment and does not, for instance, effectively drive socio-economic objectives. Getting the right structures, for instance separated construction procurement, regional delivery models between spheres of government, infrastructure clustering (multidepartmental).

23 Snapshot of aspects within the Legislative environment It is starting to improve... The various competency regulations are being aligned with the Engineering Profession Act Issue of MFMA regulations supportive of IDMS will follow those of PFMA. (Draft) Standards influential in supporting IDMS are: Standard for an Infrastructure Delivery Management System, and, Standard for a Construction Procurement System. National Treasury, for instance, are driving: Increased technical involvement in Construction supply chain processes for accountability for related professional practices. Dedicated or separate infrastructure / construction supply chain management process to streamline infrastructure delivery. Composition of the Bid Committees going forward (BSC and BEC particularly) will pick up the minimum competency requirements.

24 Dovetailing with SIAM... ethekwini Municipality is implementing SIAM (Strategic Infrastructure Asset Management) which has a whole of City approach. Whilst preparing for IDMS we also have to look at the following key aspects of SIAM that need to supplement the scope of IDMS as it stands: Portfolio management, aside from looking at new projects, must look at all infrastructure assets we own and their part in service delivery, their condition and required condition at any point in time. Too often we are looking at new assets to be added to our portfolios we are only adding at around 2.2% per annum so a balance is needed. Capital, operational and maintenance strategies need to be looked at concurrently. (Life-cycle cost analysis) Integration is required within a metro across a large range of asset service deliveries often silo structured.

25 IT systems Some Key considerations: External: The lack of a single ERP system across Government and Varied reporting requirements, often from the same data Need for standardised data formats Internal: Varied ERP functionality requiring integration: financial, technical Stand-alone software, diverse applications Data-warehousing type solutions System Ownership, Client driven approach by IT etc...

26 The complexity of IT / software systems Data- bases per technical discipline Document management systems Planning software Spreadsheets Specialist design software Project Management software Project performance software Treasury financial systems Budget JDE Planning software ERP? Repository Contract management SCM systems IS Planning Asset Management software Maintenance Management software Risk Management Resource Planning

27 Our Business Processes required alignment To External: Comparison to IDMS guidelines & templates Comparison to those from PMFA draft regulations... Comparison to those of other LG stakeholders... Internally: Documentation and records Introducing improvements to Departmental procedures Construction procurement process improvements Application of ISO standards Change management...

28 Improvement of our Business Process Business process improvement opportunity dovetails with our SCM ISO 9001 project and our Treasury P2P initiatives where supply chain processes are being reviewed to improve delivery. Opportunity for improvement in terms of alignment to best practice, standardisation and portfolio, programme and project management principles, or simply doing it more efficiently. Reinforcement through laid down visible business process and documentation well beyond the current MTEF will greatly assist / facilitate City / stakeholder planning.

29 In Conclusion... This presentation emphasises the importance of constructive dialogue within the industry as a whole and understanding between us all as to the potential scale of IDMS. IDMS is an opportunity for us all to start dealing with infrastructure delivery in a similar and compatible manner, from a common platform, as National Treasury is promoting. The volume of work required and the strategic importance of systems such as IDMS and their complex environment must not be under-estimated, it s huge! This is a journey...

Delivery Management Guidelines Delivery Process 2 - Project Management

Delivery Management Guidelines Delivery Process 2 - Project Management Delivery Management Guidelines Delivery Process 2 - Project Management Version control Version 9-1 Date 2010-10-18 Status Approved The IDMS Prov Infr Strat DP1: Portfolio Management DP1-1 Infrastructure

More information

Delivery Management Guidelines Practice Guide 3 - Performance Management

Delivery Management Guidelines Practice Guide 3 - Performance Management Delivery Management Guidelines Practice Guide 3 - Performance Management Version control Version 9-1 Date 2010-10-16 Status Draft The IDMS Prov Infr Strat DP1: Portfolio Management DP1-1 Infrastructure

More information

Standardised Job Descriptions for Infrastructure Development and Technical Services Units of Provincial Health Departments as funded through the

Standardised Job Descriptions for Infrastructure Development and Technical Services Units of Provincial Health Departments as funded through the Standardised Job Descriptions for Infrastructure Development and Technical Services Units of Provincial Health Departments as funded through the Division of Revenue Act March 2015 1 JOB DESCRIPTION JOB

More information

The Framework for Strategic Plans and Annual Performance Plans is also available on www.treasury.gov.za

The Framework for Strategic Plans and Annual Performance Plans is also available on www.treasury.gov.za Published by the National Treasury Private Bag X115 Pretoria 0001 South Africa Tel: +27 12 315 5948 Fax: +27 12 315 5126 The Framework for Strategic Plans and Annual Performance Plans is also available

More information

Handbook for municipal finance officers Performance management Section J

Handbook for municipal finance officers Performance management Section J 1. Introduction The Department of Provincial and Local Government (DPLG) defined performance management as a strategic approach to management, which equips leaders, managers, employees and stakeholders

More information

NSW Government ICT Benefits Realisation and Project Management Guidance

NSW Government ICT Benefits Realisation and Project Management Guidance NSW Government ICT Benefits Realisation and Project Management Guidance November 2014 CONTENTS 1. Introduction 1 2. Document purpose 1 3. Benefits realisation 1 4. Project management 4 5. Document control

More information

TEC Capital Asset Management Standard January 2011

TEC Capital Asset Management Standard January 2011 TEC Capital Asset Management Standard January 2011 TEC Capital Asset Management Standard Tertiary Education Commission January 2011 0 Table of contents Introduction 2 Capital Asset Management 3 Defining

More information

Technical Journal. Paper 142

Technical Journal. Paper 142 Technical Journal 09 Paper 142 142 Kevin Balaam Programme Manager Highways & Transportation Atkins The Area 6 MAC approach to planning and programme management Introduction Steve Dickinson Schemes Manager

More information

CONTRACT MANAGEMENT POLICY POLICY ADOPTED BY COUNCIL ON???? AT ITEM C.????

CONTRACT MANAGEMENT POLICY POLICY ADOPTED BY COUNCIL ON???? AT ITEM C.???? CONTRACT MANAGEMENT POLICY POLICY ADOPTED BY COUNCIL ON???? AT ITEM C.???? 1 1. PRE-AMBLE All transactions undertaken by the Cape Winelands District Municipality involves a contract whether explicitly

More information

3000_115 Competency Standard: Certified Practitioner in Asset Management (CPAM)

3000_115 Competency Standard: Certified Practitioner in Asset Management (CPAM) 3000_115 Competency Standard: Certified Practitioner in Asset Management (CPAM) Asset Management Council GENERAL Holders of this certificate will have an understanding of the contribution that they make

More information

Intelligent Customer Function (ICF)

Intelligent Customer Function (ICF) CAPABILITY AUDIT FOR HEIs Higher Education Institutions (HEIs) should organically develop their own to successfully manage the process of strategic sourcing. The capability audit provides an assessment

More information

ENTERPRISE RISK MANAGEMENT POLICY

ENTERPRISE RISK MANAGEMENT POLICY ENTERPRISE RISK MANAGEMENT POLICY TITLE OF POLICY POLICY OWNER POLICY CHAMPION DOCUMENT HISTORY: Policy Title Status Enterprise Risk Management Policy (current, revised, no change, redundant) Approving

More information

eprocurement in South Africa

eprocurement in South Africa eprocurement in South Africa November 2009 Content The Journey Business Requirements Solution Offering The Journey The Integrated Financial Management System IFMS project is the lead phase of a priority

More information

Department of Performance Monitoring And Evaluation

Department of Performance Monitoring And Evaluation Department of Performance Monitoring And Evaluation ANNUAL PERFORMANCE PLAN 2013/2014 1 FOREWORD Minister Collins Chabane Deputy Minister Obed Bapela Guided by the departmental Strategic Plan which was

More information

OVERSTRAND MUNICIPALITY

OVERSTRAND MUNICIPALITY C 3 / 001 OVERSTRAND MUNICIPALITY CONTRACT MANAGEMENT POLICY Approved by Council 28 May 2015 Implementation date: 1 July 2015 TABLE OF CONTENTS C 3 / 002 1. PRE-AMBLE 2 2. DEFINITIONS 3 3. ABBREVIATIONS

More information

Reference Process for Enterprise Architecture enabled ICT Planning

Reference Process for Enterprise Architecture enabled ICT Planning Reference Process for Enterprise Architecture enabled ICT Planning NSW GEA Toolkit R1 April 2015 Contact ea@finance.gov.nsw Strategic Policy Department of Finance, Services & Innovation 1 Table of Contents

More information

Key Challenges in Implementing the Enterprise Asset Management system

Key Challenges in Implementing the Enterprise Asset Management system Key Challenges in Implementing the Enterprise Asset Management system Contents... 1 Summary... 2 Why Implementing the Enterprise Asset Management System is More Difficult than Expected... 2 Specific Challenges

More information

CONTRACT MANAGEMENT FRAMEWORK

CONTRACT MANAGEMENT FRAMEWORK CONTRACT MANAGEMENT FRAMEWORK August 2010 Page 1 of 20 Table of contents 1 Introduction to the CMF... 3 1.1 Purpose and scope of the CMF... 3 1.2 Importance of contract management... 4 1.3 Managing contracts...

More information

Developing Asset Management

Developing Asset Management Developing Asset Management Contents: 2.1 Implementation Process 2.2 Towards an Asset Management Culture 2.3 Current State Analysis 2.4 Desired State Analysis 2.5 Gap Analysis 2.6 Implementation Plan 2.7

More information

Enterprise Asset. Public Sector

Enterprise Asset. Public Sector HEADING GOES HERE Enterprise Asset CALIBRI BOLD, Management for the UPPERCASE, 32pt SUB-HEADING GOES HERE CALIBRI BOLD, UPPERCASE, 20pt Public Sector PRESENTER: Ernst Name Swanepoel Goes Here 10 April

More information

Standard for an Infrastructure Delivery Management System

Standard for an Infrastructure Delivery Management System Standard for an Infrastructure Delivery Management System 30 th November 2012 (Final Draft) Comment on this standard may be submitted by 08 February 2013 to: The Director-General National Treasury Private

More information

Framework Programme Performance Information. Dr. Annatjie Moore Provincial Performance Management Directorate 12 June 2008

Framework Programme Performance Information. Dr. Annatjie Moore Provincial Performance Management Directorate 12 June 2008 Framework Programme Performance Information Dr. Annatjie Moore Provincial Performance Management Directorate 12 June 2008 Overview Budget Reform Process Legislative Framework Performance Management and

More information

VACANCY. PORTFOLIO MANAGER (SOCIAL INFRASTRUCTURE) x1 JOB LEVEL: 5 PORTFOLIO:

VACANCY. PORTFOLIO MANAGER (SOCIAL INFRASTRUCTURE) x1 JOB LEVEL: 5 PORTFOLIO: VACANCY POSITION: DURATION REGION: PORTFOLIO: PORTFOLIO MANAGER (SOCIAL INFRASTRUCTURE) x1 3 YEAR CONTRACT KWAZULU NATAL DSU JOB LEVEL: 5 PURPOSE: To manage regional operations, direct regional portfolio

More information

4 Adoption of Asset Management Policy and Strategy

4 Adoption of Asset Management Policy and Strategy 4 Adoption of Asset Management Policy and Strategy Abstract The report recommends the adoption of an updated Asset Management Policy 2014 and an Asset Management Strategy 2014-2019. Both documents are

More information

City of Johannesburg. ANNEXURE 2 Group Performance Management Framework

City of Johannesburg. ANNEXURE 2 Group Performance Management Framework City of Johannesburg ANNEXURE 2 Group Performance Management Framework August 2009 Table of Contents 1 INTRODUCTION... 4 2 LEGISLATIVE FRAMEWORK... 6 3 GROUP PERFORMANCE MANAGEMENT FRAMEWORK OBJECTIVES...

More information

How to Make RAM Part of the Business Process

How to Make RAM Part of the Business Process How to Make RAM Part of the Business Process 14th Transport Sector Coordinating Committee (TSCC) Meeting of the Central Asia Regional Economic Cooperation Program 27-30 April 2015 Ulaanbaatar, Mongolia

More information

MODIMOLLE MUNICIPALITY PERFORMANCE MANAGEMENT SYSTEM FRAMEWORK

MODIMOLLE MUNICIPALITY PERFORMANCE MANAGEMENT SYSTEM FRAMEWORK MODIMOLLE MUNICIPALITY PERFORMANCE MANAGEMENT SYSTEM FRAMEWORK 1 TABLE OF CONTENTS 1. EXECUTIVE SUMMARY... 3 2. BACKGROUND... 4 3. PURPOSE AND OBJECTIVES OF PERFORMANCE MANAGEMENT SYSTEM... 6 4. LEGISLATIVE

More information

Department of Infrastructure and Planning: Governance Framework for Infrastructure Delivery Special Purpose Vehicles

Department of Infrastructure and Planning: Governance Framework for Infrastructure Delivery Special Purpose Vehicles Department of Infrastructure and Planning: Governance Framework for Infrastructure Delivery Special Purpose Vehicles Governance Framework for Special Purpose Vehicles Table of Contents Executive Summary...3

More information

NATIONAL TREASURY STRATEGIC PLAN 2011/14

NATIONAL TREASURY STRATEGIC PLAN 2011/14 NATIONAL TREASURY STRATEGIC PLAN 2011/14 PRESENTATION TO PARLIAMENTARY FINANCE COMMITTEES Presenter: Lungisa Fuzile Director General, National Treasury 31 May 2011 TREASURY AIMS AND OBJECTIVES Chapter

More information

The Asset Management Landscape

The Asset Management Landscape The Asset Management Landscape ISBN 978-0-9871799-1-3 Issued November 2011 www.gfmam.org The Asset Management Landscape www.gfmam.org ISBN 978-0-9871799-1-3 Published November 2011 This version replaces

More information

mscoa Project Phase 4: Port Elizabeth 25 & 26 February 2015

mscoa Project Phase 4: Port Elizabeth 25 & 26 February 2015 mscoa Project Phase 4: Port Elizabeth 25 & 26 February 2015 mscoa Project Phase 4: Training, Transition and Change Management EXTERNAL ENGAGEMENT INTERNAL ENGAGEMENT mscoa PROJECT PHASE 4 PLAN WORK STREAM

More information

ANNUAL PERFORMANCE PLAN

ANNUAL PERFORMANCE PLAN ANNUAL PERFORMANCE PLAN 2014 2015 DEPARTMENT: PERFORMANCE MONITORING AND EVALUATION Annual Plan 2014/15 FOREWORD Minister Collins Chabane Deputy Minister Obed Bapela The Department of Monitoring and Evaluation

More information

City of Cape Town. Supply Chain Management

City of Cape Town. Supply Chain Management City of Cape Town Supply Chain Management Processes Presented by: Leonard Shnaps A Walk Through Legal Framework SCM Conceptualised Demand Planning Supplier Management Tenders Procurement Website Unsolicited

More information

BUDGET MANAGEMENT AND OVERSIGHT POLICY

BUDGET MANAGEMENT AND OVERSIGHT POLICY ANNEXURE 15 BUDGET MANAGEMENT AND OVERSIGHT POLICY Budgets FINANCE DEPARTMENT City of Cape Town 1 Table of Contents 1. DEFINITIONS AND ABBREVIATIONS 3 2. PROBLEM STATEMENT 4 3. DESIRED OUTCOME 4 4. STRATEGIC

More information

Public Service Corporate Governance of Information and Communication Technology Policy Framework

Public Service Corporate Governance of Information and Communication Technology Policy Framework Public Service Corporate Governance of Information and Communication Technology Policy Framework December 2012 i EXECUTIVE SUMMARY Government transformation is, at a strategic level, informed by government-wide

More information

BUDGET SUPPORT IN SOUTH AFRICA

BUDGET SUPPORT IN SOUTH AFRICA Budget Support in South Africa Management of Budget Support Programmes Management of Budget Support programmes Page 1 BUDGET SUPPORT IN SOUTH AFRICA Management of Budget Support Programmes Supplement 5

More information

PERFORMANCE AND PRIORITIES MARCH 2003

PERFORMANCE AND PRIORITIES MARCH 2003 PERFORMANCE AND PRIORITIES MARCH 2003 AGENDA FOR TODAY Background The Mandate Approach and Philosophy Strategy MTEF allocation since 2000 Resource Allocation Partnerships NDA Competency Challenges 2003/04

More information

JOE MOROLONG LOCAL MUNICIPALITY IT GOVERNANCE FRAMEWORK

JOE MOROLONG LOCAL MUNICIPALITY IT GOVERNANCE FRAMEWORK JOE MOROLONG LOCAL MUNICIPALITY IT GOVERNANCE FRAMEWORK INDEX 1 Introduction... 2 Contextual background... 2.1 The CobiT 5 framework (2012)... 2.2 The ISO 27000 series (2005, 2011)... 2.3 The Risk IT

More information

Oudtshoorn Municipality. Performance Management Framework / Policy

Oudtshoorn Municipality. Performance Management Framework / Policy Oudtshoorn Municipality Performance Management Framework / Policy July 2011 2 Table of Contents 1. Introduction 4 2. Objectives and Benefits of a Performance Management System 5 2.1 Objectives 5 2.2 Benefits

More information

LEJWELEPUTSWA DISTRICT MUNICIPALITY

LEJWELEPUTSWA DISTRICT MUNICIPALITY LEJWELEPUTSWA DISTRICT MUNICIPALITY PERFORMANCE MANAGEMENT POLICY INDEX Introduction 3 Background 4 Definitions 7 Legislative Framework 8 Overview of Performance Management 9 The Performance Management

More information

The Landscape of Asset Management Information Systems

The Landscape of Asset Management Information Systems Digital Management The Landscape of Management Information Systems What is Best Practice Management? management as defined in the BSI PAS 55:2008 standard requires a holistic view and one that can unite

More information

The Asset Management Landscape

The Asset Management Landscape The Asset Management Landscape Second Edition ISBN 978-0-9871799-2-0 Published March 2014 www.gfmam.org The Global Forum on Maintenance and Asset Management The Global Forum on Maintenance and Asset Management

More information

Managing municipal assets for regulatory compliance with PSAB 3150

Managing municipal assets for regulatory compliance with PSAB 3150 Managing municipal assets for regulatory compliance with PSAB 3150 White paper July 2009 By Sil Zoratti Director of Marketing, The Createch Group, a Bell Canada company, Executive summary As of January

More information

AUSTRALIAN ENGINEERING COMPETENCY STANDARDS STAGE 2 -

AUSTRALIAN ENGINEERING COMPETENCY STANDARDS STAGE 2 - AUSTRALIAN ENGINEERING COMPETENCY STANDARDS STAGE 2 - THE EXPERIENCED The Stage 2 Competency Standards are the profession's expression of the knowledge and skill base, engineering application abilities,

More information

White Paper. PPP Governance

White Paper. PPP Governance PPP Governance The Governance of Projects, Programs and Portfolios (PPP) (sometimes called project governance for convenience) is the sub-set of corporate and organisational governance 1 focused on assisting

More information

Framework for Managing Programme Performance Information

Framework for Managing Programme Performance Information Framework for Managing Programme Performance Information Published by the National Treasury Private Bag X115 Pretoria 0001 South Africa Tel: +27 12 315 5948 Fax: +27 12 315 5126 The Framework for Managing

More information

EFFECTIVE VENDOR MANAGEMENT: REAPING LONG-TERM BENEFITS FROM YOUR VENDOR RELATIONSHIPS

EFFECTIVE VENDOR MANAGEMENT: REAPING LONG-TERM BENEFITS FROM YOUR VENDOR RELATIONSHIPS EFFECTIVE VENDOR MANAGEMENT: REAPING LONG-TERM BENEFITS FROM YOUR VENDOR RELATIONSHIPS TERRA FIRMA, AUGUST 2013 Leading organisations have understood for some time that active vendor management, as opposed

More information

The Proposed Quality Competency Framework for the Future Quality Professional

The Proposed Quality Competency Framework for the Future Quality Professional The Proposed Quality Competency Framework for the Future Quality Professional Ian R McKay FCQI CQP CQI Competency Project Lead 1 The CQI Definition of Quality 2 The CQI Competency Project 2012 The CQI

More information

Procurement Programmes & Projects P3M3 v2.1 Self-Assessment Instructions and Questionnaire. P3M3 Project Management Self-Assessment

Procurement Programmes & Projects P3M3 v2.1 Self-Assessment Instructions and Questionnaire. P3M3 Project Management Self-Assessment Procurement Programmes & Projects P3M3 v2.1 Self-Assessment Instructions and Questionnaire P3M3 Project Management Self-Assessment Contents Introduction 3 User Guidance 4 P3M3 Self-Assessment Questionnaire

More information

POLICY STRATEGY TO GUIDE UNIFORMITY IN PROCUREMENT REFORM PROCESSES IN GOVERNMENT

POLICY STRATEGY TO GUIDE UNIFORMITY IN PROCUREMENT REFORM PROCESSES IN GOVERNMENT POLICY STRATEGY TO GUIDE UNIFORMITY IN PROCUREMENT REFORM PROCESSES IN GOVERNMENT (07-04/2003) 1 EXECUTIVE SUMMARY 1. OBJECTIVES This policy strategy intends to achieve the following high level objectives:

More information

POLICY GOVERNING PLANNING and APPROVAL of CAPITAL PROJECTS

POLICY GOVERNING PLANNING and APPROVAL of CAPITAL PROJECTS ANNEXURE 18 POLICY GOVERNING PLANNING and APPROVAL of CAPITAL PROJECTS Budgets FINANCE DEPARTMENT City of Cape Town 1 Policy governing the planning and approval of capital projects Table of Contents 1

More information

Internal Audit Framework

Internal Audit Framework Internal Audit Framework Internal Audit Framework National Treasury Republic of South Africa March 2009 (2 nd Edition) The Internal Audit Framework is being provided as a service to the Public Service.

More information

national treasury National Treasury estimates of national expenditure Women, Children and People with Disabilities vote 8

national treasury National Treasury estimates of national expenditure Women, Children and People with Disabilities vote 8 vote 8 Women, Children and People with Disabilities National Treasury estimates of national expenditure national treasury Department: National Treasury REPUBLIC OF SOUTH AFRICA Estimates of National Expenditure

More information

HIGHWAY INFRASTRUCTURE ASSET MANAGEMENT STRATEGY

HIGHWAY INFRASTRUCTURE ASSET MANAGEMENT STRATEGY HIGHWAY INFRASTRUCTURE ASSET MANAGEMENT STRATEGY 16 November 2015 Highway Infrastructure Asset Management Strategy Contents Introduction 1.0 The Need for Asset Management 1.1. Background 1.2. Aims and

More information

WEST COAST DISTRICT MUNICIPALITY IT GOVERNANCE FRAMEWORK IT CHARTER

WEST COAST DISTRICT MUNICIPALITY IT GOVERNANCE FRAMEWORK IT CHARTER WEST COAST DISTRICT MUNICIPALITY IT GOVERNANCE FRAMEWORK IT CHARTER MAY 2012 INDEX 1 Introduction... 1 2 Contextual background... 3 2.1 The CobiT 5 framework (2012)... 4 2.2 The ISO 27000 series (2005,

More information

Procurement Services Strategic Plan 2015-2020

Procurement Services Strategic Plan 2015-2020 Procurement Services Strategic Plan 2015-2020 November 2014 Penny Green Head of Procurement This strategy is to be read in conjunction with the Corporate Strategy, which it links into. Please contact the

More information

BELA-BELA LOCAL MUNICIPALITY

BELA-BELA LOCAL MUNICIPALITY BELA-BELA LOCAL MUNICIPALITY POLICY ON LONG TERM FINANCIAL PLANNING 2014/2015 1 Policy 1. Policy Title POLICY ON LONG TERM FINANCIAL PLANNING 2. Main Purpose The Policy on is aimed at ensuring that the

More information

Mapping the Technical Dependencies of Information Assets

Mapping the Technical Dependencies of Information Assets Mapping the Technical Dependencies of Information Assets This guidance relates to: Stage 1: Plan for action Stage 2: Define your digital continuity requirements Stage 3: Assess and manage risks to digital

More information

PROJECT GOVERNANCE IN PRACTICE

PROJECT GOVERNANCE IN PRACTICE PROJECT GOVERNANCE IN PRACTICE The everlasting journey towards Value-adding Project Governance Elize van Straten, MBL, PMP, Prince2 South African State Information Technology Agency SOC OVERVIEW Corporate

More information

PERFORMANCE MANAGEMENT POLICY FRAMEWORK

PERFORMANCE MANAGEMENT POLICY FRAMEWORK PERFORMANCE MANAGEMENT POLICY FRAMEWORK Draft: 6 July 2012 A place of Excellence 1 Table of Contents INTRODUCTION... 3 1. Objectives and Benefits of a Performance Management System... 4 1.1. Objectives...

More information

Master Data Management Architecture

Master Data Management Architecture Master Data Management Architecture Version Draft 1.0 TRIM file number - Short description Relevant to Authority Responsible officer Responsible office Date introduced April 2012 Date(s) modified Describes

More information

OPEN INTERNATIONAL MARKETS INCREASE MARKET CONFIDENCE CREATE COMPETITIVE ADVANTAGE A PLATFORM FOR INNOVATION

OPEN INTERNATIONAL MARKETS INCREASE MARKET CONFIDENCE CREATE COMPETITIVE ADVANTAGE A PLATFORM FOR INNOVATION National Standardization Strategic Framework OPEN INTERNATIONAL MARKETS INCREASE MARKET CONFIDENCE A PLATFORM FOR INNOVATION CREATE COMPETITIVE ADVANTAGE Foreword Standards influence everything we do.

More information

@DanSSenter. Business Intelligence Centre of Excellence Manager. daniel.senter@nationalgrid.com. +44 (0) 7805 162092 dansenter.co.

@DanSSenter. Business Intelligence Centre of Excellence Manager. daniel.senter@nationalgrid.com. +44 (0) 7805 162092 dansenter.co. Dan Senter Business Intelligence Centre of Excellence Manager daniel.senter@nationalgrid.com @DanSSenter +44 (0) 7805 162092 dansenter.co.uk Agenda National Grid Evolution of BI The BICC Empowerment Learnings

More information

Department of Performance Monitoring and Evaluation in the Presidency. Management Performance Assessment Tool (MPAT) User's Guide

Department of Performance Monitoring and Evaluation in the Presidency. Management Performance Assessment Tool (MPAT) User's Guide Department of Performance Monitoring and Evaluation in the Presidency Management Performance Assessment Tool (MPAT) User's Guide Contact Details Ismail Akhalwaya DDG:PSOA Branch DPME Ismail@po.gov.za Contents

More information

Many projects. One direction. Introducing the ultimate online Portfolio Manager, Powered by KT.

Many projects. One direction. Introducing the ultimate online Portfolio Manager, Powered by KT. Many projects. One direction. Introducing the ultimate online Portfolio Manager, Powered by KT. What is Portfolio Manager? Portfolio Manager is the next generation in online project management platforms,

More information

Enterprise Portfolio Management

Enterprise Portfolio Management Enterprise Portfolio Management Managing large volumes of structured data Through its powerful capabilities as a structural modeling tool, ABACUS Summary provides of whitepaper a ready-to-go Summary solution

More information

Principles for the audit committee s role in performance management

Principles for the audit committee s role in performance management Principles for the audit committee s role in performance management The information contained in this guidance paper is provided for discussion purposes. As such, it is intended to provide the reader and

More information

Simplification of work: Knowledge management as a solution

Simplification of work: Knowledge management as a solution Simplification of work: Knowledge management as a solution Second line optional lorem ipsum B Subhead lorem ipsum, date quatueriure 2 Content 4 Simplification of work: Knowledge management as a solution

More information

Independent Development Trust JOB DESCRIPTION

Independent Development Trust JOB DESCRIPTION Independent Development Trust SECTION A: JOB INFORMATION SUMMARY JOB DESCRIPTION POST IDENTIFICATION Job Title: Indicative PEROMNES / EXECEVAL Post level: Name of Business Unit: Location: Post Reports

More information

P3M3 Portfolio Management Self-Assessment

P3M3 Portfolio Management Self-Assessment Procurement Programmes & Projects P3M3 v2.1 Self-Assessment Instructions and Questionnaire P3M3 Portfolio Management Self-Assessment P3M3 is a registered trade mark of AXELOS Limited Contents Introduction

More information

University Hospital Southampton NHS Foundation Trust

University Hospital Southampton NHS Foundation Trust University Hospital Southampton NHS Foundation Trust EDGE was developed within the National Cancer Research Network in 2000 as an information system solution to help front line clinical research staff

More information

ORGANISATIONAL PERFORMANCE MANAGEMENT SYSTEM

ORGANISATIONAL PERFORMANCE MANAGEMENT SYSTEM ORGANISATIONAL PERFORMANCE MANAGEMENT SYSTEM Page 273 of 392 PERFORMANCE MANAGEMENT SYSTEM The Management System draws together the information and analysis required at all levels to monitor and evaluate

More information

PROCUREMENT STRATEGY. Charity number SC004401

PROCUREMENT STRATEGY. Charity number SC004401 Charity number SC004401 PROCUREMENT STRATEGY 1.PURPOSE... 2 2.OUR ROLE... 2 3. STRATEGIC VISION... 2 4.SPEND DATA... 3 5. ROAD MAP... 4 6. STRATEGIC INTENT... 4 7. OBJECTIVES... 5 7.1 Efficiency Objectives...

More information

VENDOR PERFORMANCE MANAGEMENT POLICY 2015

VENDOR PERFORMANCE MANAGEMENT POLICY 2015 VENDOR PERFORMANCE MANAGEMENT POLICY 2015 1 P a g e Index Preamble Page 2 1.) INTRODUCTION Page 3 2.) DEFINITIONS Page 3 3.) PRELUDE Page 4 4.) MONITORING OF SUPPLIERS Page 4 5.) MONITORING OF SUPPLY CHAIN

More information

OTHER POSTS. POST 07/264 : SENIOR ADMINISTRATION OFFICER: SUPPLY CHAIN MANAGEMENT (SYSTEMS PROJECTS) Head Office Cape Town

OTHER POSTS. POST 07/264 : SENIOR ADMINISTRATION OFFICER: SUPPLY CHAIN MANAGEMENT (SYSTEMS PROJECTS) Head Office Cape Town ANNEXURE U PROVINCIAL ADMINISTRATION: WESTERN CAPE DEPARTMENT OF HEALTH In line with the Employment Equity Plan of the Department of Health it is our intention with this advertisement to achieve equity

More information

Realignment strategy and management plan for the ECDP. Final Document

Realignment strategy and management plan for the ECDP. Final Document Realignment strategy and management plan for the ECDP Final Document i 1 Introduction... 1 1.1 Objective and scope... 1 1.2 Problem Statement... 2 2 ECDP Realignment Strategy... 3 2.1 Emerging contractor

More information

Change Management Office Benefits and Structure

Change Management Office Benefits and Structure Change Management Office Benefits and Structure Author Melanie Franklin Director Agile Change Management Limited Contents Introduction 3 The Purpose of a Change Management Office 3 The Authority of a Change

More information

CREATING A LEAN BUSINESS SYSTEM

CREATING A LEAN BUSINESS SYSTEM CREATING A LEAN BUSINESS SYSTEM This white paper provides an overview of The Lean Business Model how it was developed and how it can be used by enterprises that have decided to embark on a journey to create

More information

Project, Programme and Portfolio Management Delivery Plan 6

Project, Programme and Portfolio Management Delivery Plan 6 Report title Agenda item Project, Programme and Portfolio Management Delivery Plan 6 Meeting Performance Management and Community Safety Panel 27 April 2009 Date Report by Document number Head of Strategy

More information

Analytics Strategy Information Architecture Data Management Analytics Value and Governance Realization

Analytics Strategy Information Architecture Data Management Analytics Value and Governance Realization 1/22 As a part of Qlik Consulting, works with Customers to assist in shaping strategic elements related to analytics to ensure adoption and success throughout their analytics journey. Qlik Advisory 2/22

More information

About Fort Hare Solutions

About Fort Hare Solutions Course Brochure About Fort Hare Solutions Fort Hare Solutions is a wholly owned company of the University of Fort Hare. It was established in 2006, and is collaboration amongst the Special Executive Programmes,

More information

National Approach to Information Assurance 2014-2017

National Approach to Information Assurance 2014-2017 Document Name File Name National Approach to Information Assurance 2014-2017 National Approach to Information Assurance v1.doc Author David Critchley, Dave Jamieson Authorisation PIAB and IMBA Signed version

More information

SUPPLY CHAIN MANAGEMENT POLICY

SUPPLY CHAIN MANAGEMENT POLICY SUPPLY CHAIN MANAGEMENT POLICY... MANYE MOROKA ACCOUNTING OFFICER/DIRECTOR-GENERAL DEPARTMENT OF PUBLIC WORKS DATE: Table of Contents DEFINITIONS AND ABBREVIATIONS... 1 BACKGROUND... 3 INTRODUCTION...

More information

Immovable Asset Management in National and Provincial Government. Guideline For Custodians Custodian Asset Management Plans

Immovable Asset Management in National and Provincial Government. Guideline For Custodians Custodian Asset Management Plans Immovable Asset Management in National and Provincial Government Guideline For Custodians Custodian Asset Management Plans Version 1 20 October 2008 1 Table of Contents Glossary of Terms Relevant to Immovable

More information

Page 1 of 24. To present the Asset Management Policy 2014 for Council adoption.

Page 1 of 24. To present the Asset Management Policy 2014 for Council adoption. Page 1 of 24 COMMUNITY AND SERVICES SPECIAL COMMITTEE REPORT 9 DECEMBER 2104 AGENDA ITEM 6.1 ASSET MANAGEMENT POLICY 2014 REVIEW Director: Manager: Ian Butterworth Director Infrastructure and Engineering

More information

Risk Management. Group Standard

Risk Management. Group Standard Group Standard Risk Management Effective risk management allows Serco to improve customer service, maximize opportunities and reduce business loss from overruns and cost from risks that materialise SMS

More information

NHS Procurement Dashboard: Overview

NHS Procurement Dashboard: Overview NHS Procurement Dashboard: Overview November 2013 You may re-use the text of this document (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence.

More information

EPRR: Toolkit Facilitator Guide

EPRR: Toolkit Facilitator Guide NHS England Business Continuity Management EPRR: Toolkit Facilitator Guide APPENDIX 1 1 [Intentionally Blank] INTRODUCTION The document has been designed to assist you to deliver the outcomes of the workshop

More information

Information Management Strategy. July 2012

Information Management Strategy. July 2012 Information Management Strategy July 2012 Contents Executive summary 6 Introduction 9 Corporate context 10 Objective one: An appropriate IM structure 11 Objective two: An effective policy framework 13

More information

1 Executive Summary... 3. 2 Document Structure... 4. 3 Business Context... 5

1 Executive Summary... 3. 2 Document Structure... 4. 3 Business Context... 5 Contents 1 Executive Summary... 3 2 Document Structure... 4 3 Business Context... 5 4 Strategic Response... 6 4.1 Exploiting SharePoint... 6 4.2 Improving Business Effectiveness... 7 4.3 Improving Governance...

More information

Best Value toolkit: Information management

Best Value toolkit: Information management Best Value toolkit: Information management Prepared by Audit Scotland July 2010 Contents Introduction 2 The Audit of Best Value 2 The Best Value toolkits 4 Using the toolkits 4 Auditors evaluations 5 Best

More information

DRAFT LONG TERM FINANCIAL PLANNING AND IMPLEMENTATION POLICY

DRAFT LONG TERM FINANCIAL PLANNING AND IMPLEMENTATION POLICY BITOU MUNICIPALITY DRAFT LONG TERM FINANCIAL PLANNING AND IMPLEMENTATION POLICY TABLE OF CONTENTS Page Number 1. INTRODUCTION 3 2. PURPOSE 3 3. GUIDING PRINCIPLES 4 4. DEVELOPMENT OF A FINANCIAL PLAN 4

More information

Implementing an Enterprise Asset Performance Management System: Northumbrian Water Limited Case Example

Implementing an Enterprise Asset Performance Management System: Northumbrian Water Limited Case Example Nigel A Kent, Principal Consultant, MWH Business Solutions Implementing an Enterprise Asset Performance Management System: Northumbrian Water Limited Case Example Why Implement an Enterprise Asset Performance

More information

A Roadmap to an Organisation s Project Delivery Practices

A Roadmap to an Organisation s Project Delivery Practices A Roadmap to an Organisation s Project Delivery Practices David G Leach BE, FIEAust. Abstract An organisation s work practices and procedures will have been developed over a number of years and are often

More information

SOL PLAATJE LOCAL MUNICIPALITY

SOL PLAATJE LOCAL MUNICIPALITY SOL PLAATJE LOCAL MUNICIPALITY LONG TERM FINANCIAL PLANNING POLICY 1 P a g e TABLE OF CONTENTS TABLE OF CONTENTS... A 1. INTRODUCTION...1 2. PURPOSE OF THIS DOCUMENT...1 3. DEFINITIONS... 2 4. OBJECTIVES...

More information

LONG-TERM FINANCIAL PLAN POLICY. Budgets FINANCE DEPARTMENT. City of Cape Town

LONG-TERM FINANCIAL PLAN POLICY. Budgets FINANCE DEPARTMENT. City of Cape Town ANNEXURE 14 LONG-TERM FINANCIAL PLAN POLICY Budgets FINANCE DEPARTMENT City of Cape Town 1 TABLE OF CONTENTS 1. DEFINITIONS AND ABBREVIATIONS... 3 2. INTRODUCTION... 4 3. PROBLEM STATEMENT... 4 4. PURPOSE...

More information

The course breaks down the Procurement Process into 5 Steps

The course breaks down the Procurement Process into 5 Steps The course breaks down the Procurement Process into 5 Steps Define Objective Logistics SCM in 5 steps The course breaks down the Procurement Process into 5 Steps Identify opportunities Capture Benefits

More information

The Software Experts. Software Asset Management Services & Solutions

The Software Experts. Software Asset Management Services & Solutions The Software Experts Software Asset Management Services & Solutions one WORLD CLASS SOFTWARE ASSET MANAGEMENT Make Optimised IT Simple Simplify the management of IT assets and minimise financial, legal

More information

Improving Accountability: Developing an Integrated Performance System

Improving Accountability: Developing an Integrated Performance System OCCASIONAL PAPER No. 11 Improving Accountability: Developing an Integrated Performance System This paper was prepared as part of the State Services Commission's "Improving Accountability" project, and

More information

NATIONAL QUALITY BOARD. Human Factors in Healthcare. A paper from the NQB Human Factors Subgroup

NATIONAL QUALITY BOARD. Human Factors in Healthcare. A paper from the NQB Human Factors Subgroup NQB(13)(04)(02) NATIONAL QUALITY BOARD Human Factors in Healthcare A paper from the NQB Human Factors Subgroup Purpose 1. To provide the NQB with a near final version of the Concordat on Human Factors

More information