The PEFA Check ‘quality endorsement process’ ensures that the assessment and the QA process have followed recognized good practices in planning and implementation.

Assessment manager will identify, assemble and mobilize the assessment team

The assessment team leader leads the assessment work and coordinates the assessment team

The assessment team leader clarifies roles and responsibilities of team members, how the team will function, communicate and coordinate within and outside the team

Identify data requirements and sources for indicator set and PEFA report;

• Reviewing published/ unpublished data prior to the field work can save significant time and resources

Assessment manager issues an initial data request to relevant officials

PEFA Handbook Volume I PEFA Assessment Process includes data request to host country. PEFA Volume II: PEFA Assessment Fieldguide includes guidance on data requirements, calculations and data sources

Announce planned field visit and agree agenda and meeting schedule with host country and organizations.

Issue letter confirming arrangements

Prepare data bases and templates for retention and storage of information required/collected