The purpose of the handbook is to provide users (i.e. assessors, managers and other interested stakeholders) with detailed technical guidance on planning, implementing and using PEFA 2016. The handbook is divided into four separate parts.
Volume I provides guidance to PEFA users and other stakeholders on the key phases and steps in the PEFA assessment process. It provides guidance on planning and preparation (including a template for the concept note or terms of reference); fieldwork collecting and analyzing data; requirements for preparing and approving the PEFA report; and establishing a dialogue with stakeholders on preparing PFM reform initiatives in response to the assessment findings.
Volume II provides detailed measurement guidance on scoring the 31 performance indicators and 94 dimensions of PEFA 2016 including data requirements and sources, calculation and definitions.
Volume II – PEFA Assessment Fieldguide - Second edition (EN)
Volume II – Supplementary guidance for subnational PEFA assessments (EN)
Volume II – Guide Pratique d'évaluation PEFA (FR)
Volumen II – Guía para la Aplicación Práctica de las Evaluaciones PEFA (ES)
Volume III expands on the PEFA 2016 framework document by providing supplementary guidance on all components of the expected structure of the report. It also provides a description of the information to be included in the report. Volume III includes also the PEFA report template to help the assessment teams in preparing the PEFA assessment reports by showing how information is to be recorded and presented in the report
Supplementary Information for Assessing PFM Performance (Volume IV)
Currently under construction
Volume IV provides information on the relationship between PEFA 2016 and other complementary diagnostic tools and the potential for supplementing a PEFA assessment with other diagnostics.