CELEBRATING 20 YEARS OF PEFA

PEFA Logo

IMPROVING PUBLIC FINANCIAL MANAGEMENT AND SUPPORTING SUSTAINABLE DEVELOPMENT

In 2021, PEFA celebrates the 20th anniversary of the PEFA program. Please join us for a virtual conference in the fall of 2021 to celebrate PEFA's journey as well as to discuss the role of PFM in sustainable, green and inclusive development.

Stay tuned for more details!

#PEFA20years  #LetsTalkPFM

Virtual conference

 

VIRTUAL CONFERENCE CELEBRATING 20 YEARS OF PEFA

The PEFA virtual conference in the fall of 2021 will consist of sessions that will:

  • Look back at the journey PEFA has had as a gold standard PFM diagnostic tool over the last 20 years through the lens of PEFA beneficiaries and Partners;
  • Discuss why and how PFM matters more than ever in tackling climate change, addressing gender equality and building more inclusive services in the recovery from the COVID-19;
  • Explore what PFM community could do differently to address the new policy and delivery challenges through PFM.

The event will also take the opportunity to highlight PEFA tools such as the PEFA 2016 assessment framework, the revised guidance for SNG assessments,  as well as its new supplementary modules - PEFA climate and PEFA gender; introduce the new Research Competition and some of its key messages; and make some exciting announcements of new PEFA products and initiatives! Registration will be open soon. 

For more information contact: services@pefa.org

Other events

 

OTHER EVENTS CELEBRATING 20 YEARS OF PEFA

UPCOMING EVENTS       

small logo Building effective procurement systems: the complementarities of MAPS and PEFA Tools. Joint Webinar by MAPS and PEFA, September 28, 2021 

small logo Table Ronde en Français: L’impact du PEFA sur la réforme de la gestion des finances publiques : expériences de pays francophones - 20 ans du PEFA, le 23 septembre 2021

 

PAST EVENTS

The PEFA Events celebrating the 20th Anniversary have been organized since January 2021. Their role is to communicate with PEFA community and engage the public and variety of policy and development actors with an interest on PFM issues. The events include launching of new PEFA developments and promoting new achievements, initiating discussions on interesting PFM topics and providing trainings for variety of PEFA users. Check the completed events in 2021: READ MORE

 

 

         Let us talk pfm     

STAY TUNED: DATES, DETAILED AGENDAS AND REGISTRATON LINKS WILL BE COMING SOON!

 

         

MORE ABOUT PEFA

pefa

PEFA Program

The PEFA Secretariat is hosted by the World Bank in Washington DC. Since 2001, five phases of the Program have been implemented by PEFA Secretariat with the continuous support and guidance from the PEFA Partners. Seven Heads of PEFA Secretariat have led the Program and 20 staff members have contributed with their knowledge and professional experience.

Learn more about the milestones during the five phases of the PEFA Program from PEFA History Page.

Watch a short PEFA 20 Years Video highlighting PEFA journey from 2001 until 2021.

PEFA History Viseo

 

The conversation between the first Head of PEFA secretariat Mr. Richard Allen and the current Head Mr. Srinivas Gurazada is highlighting the initial goals and objectives of the PEFA program and the achieved results over the past 20 years, also presenting some expectations for PEFA's Future.

Interview with Richard Allen

 

SC meeting main

PEFA Partners

The PEFA Program was established in 2001 by seven partners: The European Commission, International Monetary Fund, World Bank, and the governments of France, Norway, Switzerland, and the United Kingdom. In 2019, the Ministries of Finance of the Slovak Republic and the Grand Duchy of Luxembourg joined the program. The PEFA partners support the PEFA program with resources and provide strategic guidance on its implementation.

See details of the Partners at the end of this page.

Check some key highlights from recent PEFA Steering Committee meetings.

December 2020

SC December 2020

 

December 2019

PEFa SC meeting

 

Bhutan story

PEFA Success Stories

The PEFA Assessments are undertaken by the governments from all over the world. For the last 20 years PEFA assessment methodology has been applied more than 670 times at the national and subnational levels in 154 countries.

Below, you can review examples where governmental representatives share their experiences on using PEFA assessments to inform their PFM reforms:

PEFA Videos

Learn more about the application of PEFA 2016 Methodology in different countries:

Success stories 2016 video

Country experiences at National levels: 

small logo PEFA Stories: Cameroon and Togo

small logo PEFA Zambia

small logo Atelier d'Evaluation de la gestion des finances publiques basées sur le PEFA Senegal

Country experiences at Sub-national levels:  

small logo PEFA applied in four German Municipalities

small logo  PEFA 2018 - El Municipio de La Paz

First application of the pilot Climate Framework in Samoa:

small logo ​ Pilot PEFA Assessment - Climate Module for Samoa

PEFA Stories              READ MORE

PEFA Products

Learn more about PEFA Products

PEFA Products

The PEFA Assessment Framework with its updates in 2011 and 2016 is the main product of PEFA Program. It has became a recognized standard for assessing the strengths and weaknesses of PFM system performance. The framework is now available in 10 languages.

PEFA frameworks

 

The PEFA Handbook in four volumes gives guidance to governments and assessors in the use of the framework. 

The supplementary Gender and Climate Modules and the enhanced Sub-national Governments Framework with service delivery module have also been developed to ensure that PEFA meets the changing needs of its users.

Most of PEFA Products are available in 3 or 4 languages.

Check more details on the PEFA products in the PEFA Program Flyer:

PEFA Program Flyer

 

PEFA Mobile Guidance

The PEFA Framework and the PEFA Guidance on: The PEFA Assessment Process, The PEFA Assessment Fieldguide and Using PEFA for PFM improvement are now available for PEFA Clients as Mobile documents. Try them on your Mobile devices.

Mobile devices

 

Users of PEFA Products

Assessment teams, governments and development partners all over the world are using the PEFA framework for assessing the countries' PFM Systems. The findings often feed into stakeholder dialog to develop and sequence PFM reform improvements.

Assessors
PEFA Learning Program

PEFA Learning Program

 PEFA Trainings

Since the publication of the first PEFA Framework in 2005, the interest in the methodology and it’s application on national and sub-national levels is increasing. In order to provide information and guidance to all PEFA users, the PEFA secretariat is organizing training in 3 languages (English, French and Spanish). The latest sessions were delivered virtually for four days in June and July 2021.Check the highlights, topics and details of  the trainings:

Training ideas

 

PEFA Regional events

Upon request from governments or partners, regional and country specific workshops and trainings are provided on the guidance and methodologies. Regular webinars and workshops covering the latest trends in PFM provide opportunities for fruitful discussions with interesting panelists and deep analysis on the impact of PEFA.

PEFA Training in Vietnam

 

PEFA Open Houses

Open Houses are organized once per year to update the PEFA Community on the latest products and achievements of PEFA Program.

As a result of the COVID-19 all learning events are delivered online.

PEFA team

 

During the last few years on average 60 learning events have been organized per year and more than 20,000 experts have been trained over the last 20 years.

PEFA Online Learning

A self paced e-learning course has been developed and soon will be available for all PEFA users. 

E-learning
PEFA Map

PEFA Data

PEFA Assessments Data

The data has been collected for 20 years and has always been of great interest to PFM researchers and experts.

With the new PEFA website, created in 2019, information of the status, type and availability of all PEFA assessments can be found on the Assessments Portal.

The clients can easily use the filters and extract the full list of assessments or choose according regions, countries, methodologies and years. The scores of all public reports are downloadable in excel format from Scores Download and can be seen in the View Summary of every published PEFA Assessment. 

Data and Global report

 

Global Report on PFM 

In order to provide analysis on the Public Financial Management (PFM) trends based on PEFA data, the Global PFM Report 2020 was launched in February 2021. It is an online document and contains summary of data and visualizations, accompanied by short analyses and country examples. It will be available annually in English, French and Spanish. The first issue of the report includes examples form Argentina, Ethiopia, Ukraine and West Bank and Gaza.

SDG Data

The PEFA Secretariat is supporting the UN SDG Initiative through the project: “Enhanced PEFA data collection of the UN Sustainable Development Goal Indicator 16.6.1 on budget credibility”. It is the owner of the SDG Indicator 16.1.1. “Primary government expenditures as a percentage of original approved budget”, which is a part of the Target 16: "Peace, Justice and Strong Institutions". PEFA is in charge of data collection and reporting to the United Nations Department of Economic and Social Affairs through the World Bank Data Department.

SDG 16

 

The project started in 2018. In 2021 the database contains information for 154 countries with provided data on average for 10 years from each country. 

The collected data is published on the World Bank Portal

 

SDG map
European Commission

European Commission

The European Commission (EC) is an institution of the European Union, responsible for proposing legislation, implementing decisions, upholding the EU treaties and managing the day-to-day business of the EU. Commissioners swear an oath at the European Court of Justice in Luxembourg City, pledging to respect the treaties and to be completely independent in carrying out their duties during their mandate.

WEBSITE
IMF

IMF

The International Monetary Fund (IMF) is an international organization headquartered in Washington, D.C., consisting of "189 countries working to foster global monetary cooperation, secure financial stability, facilitate international trade, promote high employment and sustainable economic growth, and reduce poverty around the world.

WEBSITE
World Bank

World Bank Group

The World Bank (French: Banque mondiale) is an international financial institution that provides loans to countries of the world for capital projects. It comprises two institutions: the International Bank for Reconstruction and Development (IBRD), and the International Development Association (IDA).

WEBSITE
France Diplomatie

France Diplomatie

France is represented by two institutions: the Ministry o Foreign Affairs, which is the ministry in the government of France that handles France’s foreign relations (WEBSITE) and the Agence Française de Développement (AFD) which implements France’s policy in the areas of development and international solidarity

WEBSITE
Norwegian Ministry of Foreign Affairs

Norwegian Ministry of Foreign Affairs

The Royal Norwegian Ministry of Foreign Affairs (Norwegian (Bokmål): Det kongelige Utenriksdepartement; Norwegian (Nynorsk): Det kongelege Utanriksdepartement) is the foreign ministry of the Kingdom of Norway.

WEBSITE
SECO

SECO

SECO is the federal government’s centre of excellence for all core issues relating to economic and labour market policy. It is our aim to contribute to sustained economic growth, high employment and fair working conditions, by creating the necessary regulatory, economic and foreign policy framework.

WEBSITE
FCDO logo

The Foreign Commonwealth & Development Office (FCDO)

The Foreign Commonwealth & Development Office (FCDO) leads the UK’s work internationally, promoting the UK overseas, defending our security, projecting our values, reducing poverty and tackling global challenges.

WEBSITE
Ministry of Finance of the Slovak Republic

Ministry of Finance of the Slovak Republic

The main effort of the Ministry management is to ensure harmony of public administration receipts and expenditures with macroeconomic and strategic objectives of Government policies, monitoring their efficient use, the fiscal consolidation and long-term sustainability of public finance within the eurozone, compliance with the rules of public funds spending, efficient implementation of EU financial instruments and other forms of foreign assistance while complying with the principles of good financial governance, reducing the tax burden for low- and medium-income groups, reducing tax and customs evasion, and suppressing grey economy. 

WEBSITE
Ministry of Finance Luxembourg

Ministry of Finance of the Grand Duchy of Luxembourg

The Ministry of Finance of the Grand Duchy of Luxembourg prepares and implements the budgetary, financial and fiscal policy of the State. In this capacity, the Ministry is also responsible for the public finances and the preparation of the budget. In addition, it defines the policy with regard to the financial sector, and is responsible for external relations with the various international financial institutions.

WEBSITE
Bill & Melinda Gates Fundation

Bill & Melinda Gates Fundation

The Gender Equality team at the Bill & Melinda Gates Foundation works with program teams across the foundation and with external partners in the field to accelerate progress toward gender equality. 

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European Institute for Gender Equality

European Institute for Gender Equality

The European Institute for Gender Equality is an autonomous body of the European Union (EU), established to contribute to and strengthen the promotion of gender equality, including gender mainstreaming in all EU and resulting national policies, to fight against discrimination based on sex, and to raise EU citizens’ awareness of gender equality. 

Lear More

International Labour Organization

International Labour Organization

The International Labour Organization (ILO) promotes opportunities for women and men to obtain decent work in conditions of freedom, equity, security, and human dignity. 

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International Monetary Fund

International Monetary Fund

Through its Gender theme, the International Monetary Fund (IMF) recognizes that labor markets across the world remain divided along gender lines, despite the significant progress made in recent decades. 

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The IMF also has a two-part toolkit including gender budgeting and gender equality indexes. The gender budgeting data set contains information on 84 national gender budgeting initiatives around the world, of which 23 national initiatives are investigated in depth in six regional surveys. 

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Organization For Economic Co-Operation and Development

Organization For Economic Co-Operation and Development

The Organisation for Economic Co-operation and Development (OECD) “Toolkit for Mainstreaming and Implementing Gender Equality” focuses on strengthening governance and accountability for gender equality as a means to improving the gender-responsiveness of public policy.

Lear More

The OECD Gender Initiative examines existing barriers to gender equality in education, employment, and entrepreneurship. This website monitors the progress made by governments to promote gender equality in both OECD and non-OECD countries and provides good practices based on analytical tools and reliable data. 

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The OECD’s Gender Budgeting website provides information on the importance of planning the budget for promoting gender equality, which has the potential to help policy makers to address a range of inequalities that have become embedded in public policies and the allocation of resources. 

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United Nations

United Nations

Sustainable Development Goal (SDG) Indicator 5.c.1, “Proportion of countries with systems to track and make public allocations for gender equality and women’s empowerment,” measures progress toward SDG Target 5c, “Adopt and strengthen sound policies and enforceable legislation for the promotion of gender equality and the empowerment of all women and girls at all levels.”

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UN Women's work on financing for gender equality supports the implementation of government and donor policy commitments to gender equality and women’s rights.

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The Beijing Platform for Action is an agenda for women's empowerment. It aims to accelerate the advancement of women, to remove all obstacles to women's active participation in all spheres of public and private life, and to enable women to have a full and equal share in economic, social, cultural, and political decision making.

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The United Nations Development Program (UNDP) Gender Inequality Index (GII) measures gender inequalities in three important aspects of human development: reproductive health, measured by maternal mortality ratio and adolescent birth rates; empowerment, measured by the proportion of parliamentary seats occupied by females and the proportion of adult females and males ages 25 years and older with at least some secondary education; and economic status, expressed as labor market participation and measured by the labor force participation rates of female and male populations ages 15 years and older.

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The UNDP Gender Development Index (GDI) measures gender gaps in human development by accounting for disparities between women and men in three basic dimensions of human development—health, knowledge, and living standards—using the same component indicators as in the Human Development Index (HDI). The GDI is a ratio of the HDIs calculated separately for females and males using the same methodology as in the HDI. It is a direct measure of gender gap showing female HDI as a percentage of male HDI.

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World Bank

World Bank

The Gender Data portal is the World Bank Group’s comprehensive source for the latest sex-disaggregated data and gender statistics covering demography, education, health, access to economic opportunities, public life and decision making, and agency. 

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The World Bank Group works with public and private sector clients to close the gaps between males and females globally in order to tackle poverty and drive sustainable economic growth that benefits all. Major challenges affecting boys, girls, men, and women differently include climate change, forced migration, pandemics, and the global jobs crisis. Less recognized is the unique role that women and girls play as drivers of growth and progress and as powerful agents of change. 

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Women, Business, and the Law is a World Bank Group project that collects unique data on the laws and regulations that restrict women's economic opportunities. The data set identifies barriers to women’s economic participation and encourages the reform of discriminatory laws. 

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The World Development Indicators are the primary World Bank collection of development indicators compiled from officially recognized international sources. The database contains the most current and accurate global development data available and includes national, regional, and global estimates. A subset of data focuses on women and development. 

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