Guidance on Tracking Performance across Time
Comparing PEFA 2016 against PEFA 2005 or PEFA 2011
One of the strengths of PEFA 2016 is that it allows changes in PFM performance to be tracked across assessments, even those based on earlier versions of the PEFA methodology. The report “Guidance on tracking performance across time: Comparing PEFA 2016 against PEFA 2005 or PEFA 2011,” provides guidance on how to do so. This guidance is relevant only for users who want to directly compare PFM performance with a previous assessment. It does not apply to new, baseline assessments using PEFA 2016, and is not relevant for countries that do not want to make a direct comparison with a previous assessment, even where one exists.
Aligning PEFA 2015 (Testing Version) with PEFA 2016
With the release of the upgraded PEFA Framework on February 1, 2016, users of the Testing Version will need to decide whether to refine their assessments to comply with PEFA 2016, in light of the improvements that have been made. This guidance provides details on how testing version assessments can be aligned with PEFA 2016.
Guidance on Applying to Previous Versions of the PEFA Framework
Previous Version of the PEFA Fieldguide (May 2012)
The Fieldguide applying to the previous version of the PEFA framework was published in 2012 in English and can be found here.
Clarifications to the Previous Version of the PEFA Framework
This includes a set of notes based on FAQs and providing additional guidance for those who are applying the PFM Performance Indicators and the Performance Report. (last update January 2012) in English (pdf 289.57 KB) French (pdf 145.23 KB) Spanish (pdf 350.11 KB).
Guidelines for the Application of the PEFA Framework at the Subnational Level
A set of practical and detailed guidelines for the application of all specific indicators and individual dimensions for applications at the Subnational (SN) level. (Updated January 2013) Main in English (pdf 248.19 KB), French (pdf 280.45 KB), Spanish (pdf 273.83 KB).
Good Practices in Applying the PEFA Framework
Guidance for assessors and managers for the planning, management of and follow-up on assessments. The French and Spanish version have yet to be revised and currently still available in the March 2009 version. The revised version (June 7, 2012) replaces the English version of March 2009 English (pdf 304.51 KB) French (pdf 332.94 KB) Spanish (pdf 312.02 KB)
Issues in Comparison and Aggregation of PEFA Assessment Results over Time and Across Countries
(How to use the data available from PEFA assessments to make meaningful comparisons of scores over time within countries and cross-country comparisons both at a given point of time and over time? May 2009) in English (pdf 335.19 KB) French (pdf 614.62KB), Spanish (pdf 470.51KB)
Guidance Note for Repeat Assessments
(Suggestions for each stage of a typical repeat assessment in order to provide a clear picture of specific changes in performance since the initial or baseline assessment. February 2010) in English (pdf 256.54 KB) French (pdf 561 KB) Spanish (pdf 312.02 KB) and Russian (pdf 572.93 KB)