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SmartPMS
National · Provincial · Local government · Public entities

South Africa's number one performance reporting platform for the public sector.

SmartPMS runs your organisation's full non-financial reporting cycle, from strategic plan and APP to quarterly reports, evidence and audit, strictly aligned to the frameworks your reporting is measured against.

Aligned to
FMPPI · National Treasury 2007 Revised Framework · DPME 2019 MFMA Circular 88 PFMA · Act 1 of 1999 MFMA & MSA AGSA · AoPO ready
Part A · The golden thread

One golden thread, from mandate to evidence.

Auditors ask one question of your performance information: does it tie together? SmartPMS structures every plan, indicator and report along the golden thread, so the answer is always yes.

  1. Constitutional and legislative mandate

    The reason your institution exists, and the anchor every plan below it must trace back to.

    WHY WE EXIST
  2. Five year strategic plan

    Impact statements and outcomes with five year targets, structured to the Revised Framework.

    WHERE WE ARE GOING
  3. Annual performance plan and SDBIP

    Outputs, output indicators and quarterly targets, each carrying a full technical indicator description.

    WHAT WE WILL DELIVER
  4. Quarterly performance reporting

    Actual achievement captured against target, with variance reasons and corrective measures.

    WHAT WE ACHIEVED
  5. Portfolio of evidence

    Every reported figure carries its source documents, filed per indicator per quarter.

    HOW WE PROVE IT
  6. Assessment and audit

    Internal review and sign off, then a clean trail for internal audit and the Auditor-General.

    HOW IT STANDS UP
Part B · What SmartPMS does

The whole reporting cycle in one system.

Plans, actuals, evidence and assessments live in one place, so the numbers in your quarterly report are the numbers in your annual report.

Plan

Capture strategic plans, APPs and SDBIPs: programmes, outcomes, outputs, indicators and quarterly targets, with technical indicator descriptions built in.

Report

Generate quarterly, mid year and annual performance reports straight from captured data, exportable to PDF and Excel.

Prove

File portfolios of evidence per indicator per quarter, so every figure in every report is backed the day you submit it.

Assess

Cascade the organisational scorecard into performance agreements, workplans and assessments for every employee.

Assure

Risk registers linked to objectives, internal audit assessments, and a full trail on every captured change.

Part C · Framework alignment

Aligned to the letter of the frameworks.

SmartPMS is not generic software with a government skin. The data model is built from the frameworks themselves.

National Treasury · 2007

Framework for Managing Programme Performance Information

The results chain and indicator quality criteria that the FMPPI defines are the shape of the SmartPMS data model.

DPME · 2019

Revised Framework for Strategic Plans and APPs

Plans are captured in the Revised Framework's structure, with outcome and output indicators and quarterly targets.

National Treasury · MFMA Circular No. 88

Municipal planning and reporting reforms

Standardised municipal indicators and rationalised reporting, carried through the IDP, SDBIP and quarterly cycle.

Act 1 of 1999

Public Finance Management Act

Reporting on performance against predetermined objectives, ready for the annual report of departments and entities.

Act 56 of 2003 · Act 32 of 2000

MFMA and Municipal Systems Act

SDBIP reporting, the section 72 mid year assessment and the annual performance report, generated from live data.

AGSA · Audit of performance information

Usefulness and reliability, by design

Validation at capture, evidence behind every figure and a full audit trail keep reported performance defensible.

Read the full framework alignment
Part D · Who it serves

Built for every sphere of government.

One platform, tuned to the planning and reporting rules of each institutional type.

National and provincial departments

  • Strategic plans and APPs to the Revised Framework
  • Quarterly performance reports for DPME and Treasury
  • Annual report performance information, audit ready

Public entities

  • APPs and corporate plans for PFMA schedule entities
  • Quarterly reporting to the executive authority
  • AGSA performance audit readiness, evidence included

Municipalities and municipal entities

  • SDBIP capture and quarterly reporting
  • Section 72 mid year budget and performance assessment
  • Circular 88 indicators and MSA section 46 reporting
The reporting year

Your reporting year, on rails.

Capture windows, approval chains and evidence checks for every cycle, so no deadline arrives unannounced.

Q1

Capture, approve and submit the first quarterly report

Q2

Second quarter actuals with variance commentary

Mid year

Mid year performance assessment, ready for review

Q3

Third quarter reporting with evidence attached

Q4

Final quarter close out and full year view

Annual

Annual performance report, generated from approved data

Audit

Evidence and audit trail, already in the file

See your own golden thread, live.

Bring your current APP or SDBIP to a 45 minute session and watch it become a working system.

Request a demo