PEFA: M3 - PEFA "Fieldguide"

for undertaking an assessment using the PEFA performance measurement framework

This document, along with "Group Work on Scoring the Indicators", make up the third of eight modules belonging to the methodological course: Introduction to Public Expenditure and Financial Accountability Assessment (PEFA).

Foreward

Frans Ronsholt, Head of PEFA Secretariat, April 2012

In the 7 years since the Framework was launched, almost 300 PEFA assessments have been completed. The majority of these assessments have been reviewed by the Secretariat, and over this period, much experience has been gained and numerous lessons learned, both by assessors and by the Secretariat. Many of these lessons have been fed back to the PFM community in the form of „guidance notes‟, addressing such matters as „sources of evidence‟, „repeat assessments‟, etc., and also as „clarifications‟. Now, for the first time, all this accumulated wisdom has been brought together with the material from the January 2011 version of the „PEFA Framework booklet‟, to provide assessors with a ‘Fieldguide’.

The Fieldguide arranges all the guidance material produced by the Secretariat for assessors to use when undertaking an assessment, dimension-by-dimension and also includes examples of presenting evidence for ratings. In this document, wording from the original „PEFA Framework booklet‟ appears – verbatim – in shaded boxes.