Annex 1.4. Initial data request letter and data template

Dear (Permanent Secretary, Ministry of Finance

UPCOMING PEFA ASSESSMENT IN (Specify country)

Following the Government’s approval of a Concept Note/ToR to undertake a Public Expenditure and Financial Accountability (PEFA) Assessment, an assessment team has now been established and has commenced preparations and preliminary analytical work.

The assessment team is, subject to agreement, planning a field mission to (insert name of country) on (insert dates) to launch the PEFA assessment and meet with government officials and other stakeholders.

As you know, a PEFA assessment uses an evidence-based methodology for scoring a range of performance indicators. In order for the assessment team to make best use of its time in country we are also seeking your assistance in providing as much data as possible prior to the visit. A check list of data and data sources for each performance indicator and dimension, based on the PEFA 2016 framework document and fieldguide, is provided at Attachment 1.

Access to this data prior to the country visit will enable significant preliminary analytical work to be undertaken by the assessment team prior to the field work and will expedite the completion of the assessment. It will also provide more time for the assessment team to follow up, verify and corroborate evidence during the visit.

We thank you for your assistance and look forward to working with you on this important project.

Yours sincerely

Assessment Manager or Assessment Team Leader