Volume II of the PEFA Handbook—The PEFA Assessment Fieldguide—is now available to PEFA assessors, managers, and other interested stakeholders.

The Fieldguide expands on the PEFA 2016 Framework document, released in February 2016, by providing supplementary measurement guidance and clarifications to support the assessment and scoring of PEFA indicators and dimensions.  

The Fieldguide is the first of four volumes of the PEFA Handbook being developed by the PEFA Secretariat: 

  • Volume I: PEFA Assessment Process-Planning, Managing and Using PEFA which will provide guidance to PEFA users and other stakeholders on the key phases and steps in the PEFA assessment process.
  • Volume II: PEFA Assessment Fieldguide which provides detailed technical guidance on scoring the 31 performance indicators and 94 dimensions of PEFA 2016 including data requirements and sources, calculation and definitions.
  • Volume III: Preparing the PEFA Report which sets out a template and instructions for preparing the PEFA report.
  • Volume IV: Supplementary Information for Assessing PFM Performance which will provide information on the relationship between PEFA 2016 and other complementary diagnostic tools and the potential for supplementing a PEFA assessment with other information.

Volumes I, III and IV are currently being developed and will be released in comings months. Users will be informed when new volumes are available.

The Fieldguide will be regularly updated to reflect feedback from users and to incorporate references to good practices and useful case studies. Each new edition will include a summary of changes from the previous versions and will be dated at the time of release.