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  SAIGA's
Skills Transfer & Educational Programmes STEPSTM

Performance Evaluation and Reporting (Managing the 3Es) Course

Course Facts

Full course name:

 

Performance Evaluation & Reporting Course (Managing the 3Es)

Short name:

 

3Es Course

Duration of course:

 

3 days

Educational Credits:

 

20

Certificate issued:

 

Yes

Cost:

 

R 4,700.00 plus 14% VAT (R658.00) = R 5,358.00

Presenters:

 

Our presenters are a blend of professional managers, accountants and educators with wide experience in the presentation of courses in the public sector. The high esteem of SAIGA courses has been developed over a number of years by involving only experts in the development and presentation of the CPE opportunities.

Dates:

 

25 to 27 September 2012

Venue:

 

PRETORIA
(participants will be advised regarding the specific venue, which depends on availability and number of participants interested in the course)

Times:

 

The daily programme of the course starts at 08:30 and ends at 16:00 On the last day of the course the programme ends at 15:00 to accommodate travel arrangements of participants

Quality assurance

 

SAIGA and the Public Finance Management Academy has entered into co-operation agreements with educational experts to function as quality assurer of this course and the course design, structure and material are subject to quality control and assessment by educational and professional experts.

Applicability:

 

Suitable for staff from national & provincial departments, public entities and organisations supporting these entities.

Approach:

 

The course is developed and structured on the outcomes based education (OBE) model.

Accreditation:

 

This Course was accredited by the National Treasury's Validation Board until it ceased to operate in 2006.

Download the full course brochure (pdf format)

Background and topics covered

Please also read the fact sheet of the Foundation Course of the Public Finance Management Programme (The Public Finance Management Act Course).

Globally there is a trend towards public sector reform that seeks to improve service delivery in the public sector. The Public Finance Management Act (PFMA), is a key instrument for facilitating the reform of financial management in the public sector in South Africa. The PFMA gives effect to various sections of the Constitution of the Republic of South Africa and adopts an approach to financial management that focuses on outputs and responsibilities rather than the input approach previously adopted.

Performance management, which serves as a monitoring and controlling function within an organization, is strongly linked to financial management. It is within this context that performance evaluation and performance reporting and the value thereof become extremely important.

The PFMA and the Treasury Regulations provide regulations in terms of performance management some of which include:

  • The accounting officer of an institution must establish procedures for quarterly reporting to the executive authority to facilitate effective performance monitoring, evaluation and corrective action.

  • Strategic plans must include measurable objectives and outcomes and include details of the Service Delivery Improvement Programme.

  • The key performance measures and indicators will form the basis of annual reporting by the accounting officer.

  • Accounting officers are responsible for the effective, efficient, economical and transparent use of the resources of the department, trading entity or constitutional institution.

The above extractions from the PFMA and the related Treasury Regulations clearly indicate the need for performance evaluations to be able to demonstrate:

  • the extent to which measurable objectives have been achieved; and

  • that resources were acquired and utilized efficiently and economically.

It further demonstrates the need for performance reporting by way of definition of measurable objectives and regular reporting on the achievement thereof.

Course objective

The objective of this course is to cover both the areas of performance evaluation and performance reporting in detail, not from a theoretical perspective, but from a practical point of view. At the end of the course the participants should be able to understand the meaning of important terminology and processes and be able to apply this in their working environments to ensure compliance with the PFMA and related Treasury Regulations.

Course contents

General:

  • Requirements of The Public Finance Management Act, Treasury Regulations and related legislation

  • Why performance evaluation and reporting

  • Benefits to stakeholders

Principles and Guidelines:

  • Measures of efficiency

  • Indicators of effectiveness

  • Difference between performance evaluation and reporting

  • Important definitions and the application thereof

  • Discussion of different international models

  • Application in the South African context

Process of performance evaluation:

  • Generic framework

  • Practical application by way of case study

  • Examples of criteria/best practices to be used

Process of performance reporting:

  • Generic framework

  • Practical application by way of case studies.

Participants receive detailed complimentary notes to facilitate continued learning even after the course itself has ended.

Booking and cancellation policies 

Bookings

Since only a limited number of participants can be accommodated, bookings will be handled on a first-come-first-served basis. To avoid disappointment submit your registration as soon as possible.

Changes / cancellations:

Tax invoices will be issued (faxed and posted) on receipt of your booking. Once a tax invoice has been issued the department/delegate will be held liable for payment of the full course fee.  No refunds can be made, but alternative delegates (substitutes) may attend the same course at no extra cost. All booking changes or cancellations are charged at R1,368.00 (R1,200 plus 14% VAT) per delegate booking. No cancellations or changes in booking will be accepted if not received in writing at least 5 working days before the course. Invoices must be paid before the course starts. No certificates will be issued if payment is outstanding. Outstanding payments incur 2% interest per month. Due to the minimal information which banks provide in respect of direct deposits, participant have to fax their deposit slips / electronic transfer slips to the Secretariat and state the invoice number/(s) to which the deposit refers. As required by recent legislation, VAT numbers have to be provided with registration. The Institute reserves the right to cancel a particular course due to unforeseen circumstances e.g. insufficient bookings or unavailability of venues (in the last few years, only a few courses had to be cancelled). In such event, participants will be informed at least two weeks before the scheduled course date of such cancellations. Participants who have paid their fees will receive full refunds in the event of SAIGA cancelling a course (SAIGA’s liability in such event is limited to this refund). 

To register for this course, or any other course, kindly complete our online registration form:

CLICK HERE TO ACCESS THE COURSE APPLICATION FORMS
 

 
 
 

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