ANNEX 1.3. GUIDANCE ON THE PREPARATION OF A PEFA ASSESSMENT CONCEPT NOTE OR TERMS OF REFERENCE
Experience gained from hundreds of PEFA assessments demonstrates the importance and the contribution of a clear and comprehensive concept note to the quality of PEFA reports.
INSTRUCTIONS FOR THE PREPARATION OF A PEFA ASSESSMENT CONCEPT NOTE OR TERMS OF REFERENCE
The content of the concept note or terms of reference should be adapted as necessary to the needs of national government, subnational government (SNG) or assessment sponsors. Links to the Word templates of the concept note for national and subnational government assessments available at the
PEFA website are provided below
The template for SNG is also adapted to both the assessment of a set of subnational governments and assessments of a sole subnational government
PEFA ASSESSMENT CONCEPT NOTE
1. Background and context
(Recommended length: no more than 500 words, plus table 1)
Under the subheadings below, describe the economic, fiscal, and political context for the PEFA assessment. Include information about population size, average income per capita, and other key characteristics of the nation or subnational entity.
For SNG assessments include the characteristics of the subnational government(s) and the country to which it (they) belong. In case of a set of assessments, explain the rationale for sampling the subnational governments and the criteria on the basis of which the subnational government (s) has/have been selected.
NOTE: For SNG assessments there should be an additional sub-section regarding Presentation of the assessed SNG(s) and explanation of the selection criteria to briefly explain and describe the sample of subnational governments that are to be assessed. The sub-section includes a table with the names of the subnational governments, their respective populations and the tier of government they belong to. In the table or in the narrative, include all information and criteria which were used to select the subnational governments (e.g., economy, geographical situation, rural or urban, administrative status, political representation). If the assessment relates to a single SNG, this section should provide all information mentioned above to briefly present the background and context of the selected SNG.
Annex 1.3. Guidance on the preparation of a PEFA Assessment Concept Note or Terms of Reference