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ANNEX 1.1. SUMMARY TABLE: 10 STEPS FOR PLANNING, IMPLEMENTING AND USING PEFA

  Steps Key Tasks Main Issues Responsibility  Indicative Timeline PEFA Secretariat Support

PLANNING

 1 Dialogue on the need for a PEFA assessment 1.1 Initiate a dialogue on the need for a PEFA assessment

Discussions should focus on:

• the purpose, scope, and coverage

• type of assessment

• timing • resources and

• proposed funding source

May be part of broader public administration reform dialogue

May be internal discussion within government or between government and development partners and civil society organizations/representatives

 Government, Development Partners F-6 (Fieldwork date – 6 months) PEFA Handbook Volume I: PEFA Assessment Process; Annex 1.3 below Additional guidance and assistance as required.
  1.2 Establish an Oversight Team

The oversight team’s role is to govern the process and oversee the PEFA assessment

The oversight team should include all main stakeholders;

oversight team members identify and agree:

• key responsibilities

• approach to assessment

 Government, Development Partners F-6  
  1.3 Identify resource requirements and funding source

Requirements will depend on the scope of the assessment

Need to identify expertise required

Calculate staffing and consultancy costs Estimate other costs

including travel, translation, administrative support etc.

 Government, Development Partners F-6  
  1.4 Appoint the assessment manager Assessment manager is responsible for day to day management of assessment process Oversight team F-5  
  1.5 Appoint a government liaison officer Government appoints a liaison officer who is the focal point of, or main contact for, the assessment team, whether it is a self-assessment or external assessment Government F-5  

 

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