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The PEFA Secretariat recently finalized the Monitoring Report 2012 (MR-12), the fifth report of this nature to be produced by the Secretariat. The report assesses (a) the extent to which the PEFA assessment report preparation documents, referred to as Concept Notes or Terms of References (CN/TORs) reach the Secretariat for review (b) the quality of the CN/TORs at the draft stage when the Secretariat provides their peer-review, and, (c) the extent to which the PEFA Secretariat comments are integrated into the final CN/TORs.
Click on the link to view the Monitoring Report 2012 in English (pdf 324.05 KB)
Almost 10 years after it was launched by its seven partner agencies and as its third phase is coming to an end, the PEFA Program was evaluated by a team of independent consultants. The purpose was to assess the PEFA performance against its objectives and to present options for the possible continuation and scope of the Program beyond the completion of phase III.
Commissioned by the PEFA Steering Committee and based on document analysis, interviews with key stakeholders and country visits, this evaluation concludes that: “the performance of the PEFA Program is a resoundingly positive one”. It welcomes the establishment of a credible Performance Measurement Framework that has now been applied for over 220 assessments of Public Financial Management (PFM) systems in more than 125 countries.
Click on the link to view the Independent Evaluation report in English (pdf 2.31 MB)
The Steering Committee has prepared a Management Response to the final report, which provides comments on the evaluators' main findings and recommendations.
Click on the link to view The Management Response in English (501.33 KB)
A 2008 PEFA Study (Assessing the Impact of the PEFA Framework, June 2008) analyzed the impact of the introduction of the PEFA Performance Measurement Framework (PMF) on governments and developments partners, based on thirteen country cases. The study analyzed both development partners and government’s view (perception and experience) of the PEFA Assessment. The Assessing the Impact of the PEFA Framework May 2011 updated the 2008 study and documented, when possible, the full range of PFM diagnostics conducted in the selected countries.In this Study the impact of the PEFA assessments has been measured against the principles set out in the Strengthened Approach. Amongst the elements examined by the Study were (i) government ownership and use of the assessment, (ii) dialogue on PFM reform programmes between governments and DPs, (iii) donor collaboration and coordination in supporting the reform effort, (iv) perceptions as to the quality of the process of preparing the report and credibility of results, (v) reductions in number and overlap in PFM analytical studies and (vi) timeliness of completion and dissemination of the reports.
PEFA Impact Study Final Report - Volume II Country Impact Note English (pdf 891.33 KB)
The fourth monitoring report on the roll-out of the PEFA Framework, the Monitoring Report 2010 (MR10) analyzed repeat assessments including changes in PFM systems performance measured by means of PEFA indicators. The main purpose of the MR10 was to assess if the PEFA Framework is able to provide reliable measurement of performance changes over time. Repeat Assessments are emerging in significant numbers as many baseline assessments took place 3-6 years ago. Between the launch of the PEFA Framework in June 2005 and a stocktake in October 2010, forty five RAs have been carried out in 38 countries.
PFM Performance Measurement Framework, Monitoring Report 2009, PEFA Secretariat, February 2, 2010. This report represents the third study monitoring the roll-out of PEFA Framework application and the compliance with the methodology and principles set out in the Framework. It covers roll-out until October 2009 whereas monitoring of assessment quality primarily includes the assessment reports received and reviewed during the period April 2007 to March 2009. A special section covers a survey of costs and resource use of implementing PEFA assessments.
This study provides an analysis of the specific impact of the PEFA Framework on governments and development partners, against the framework’s objectives. It is based on analyzing the experiences of 12 country cases in a series of structured telephone and face-to-face interviews primarily between October and early December 2007.
PEFA Impact Study Final Report - Volume I Synthesis - June 2008 English (pdf 959.09 KB)
Volume II Country Impact Note - June 2008 English (pdf 891.33 KB)
The Monitoring Report 2007 comprises two volumes. The interim monitoring report (Part I) captures and shares the experience from the first two years of applying the Framework and identifies lessons from use of the Framework and planning and managing the related processes. This is intended to assist in planning the continued monitoring of applications and the future support of the Framework. It is complemented with a report on monitoring of impact of the application of the Framework (Part II). The two reports jointly constitute the PEFA monitoring report 2007.
This ex-post review of early applications of the PFM Performance Framework analyzes the experience of PEFA based PFM assessments issued from June 2005 to March 2006 and identifies lessons learned from the application of the Framework during the first year following its launch. The report investigates where and how the PEFA Framework has been adopted in PFM analytical work, the extent of compliance with the Framework in those assessments and factors that influence the degree of compliance with the Framework. It also provides some examples of good practice in managing assessments and undertaking the assessment work. Finally, the report offers recommendations on how the quality of future PEFA based assessments may be further strengthened in order for the assessments to play a key role in achieving the objectives of the Strengthened Approach to Supporting PFM Reforms.
Click on link to view in English (pdf 379.27 KB)