PEFA assessments at the subnational level: A presentation and discussion

Webinar hosted by the PEFA Secretariat: March 25, 2021

PEFA Secretariat – March 25, 2021 at 8:30 – 10:00 AM EST (Washington DC time)

Public financial management (PFM) arrangements at the subnational level are likely to depend on arrangements determined by the central government in national legislation or national constitution. PFM arrangements can vary considerably by country. Variations reflect differences in, among other things, population and geographic size, governance, functions and responsibilities, administrative traditions, and the degree of operational discretion.

Since the first use of the PEFA assessment framework at the subnational level in 2006, around 279 PEFA assessments reports have been prepared at the subnational level in 47 countries. PEFA has been used in a wide range of SNGs, representing different tiers/layers of government and revenue-states, municipalities, regions, districts, oversea territories, for standalone assessments or coordinated assessments of several SNGs of the same country.

PEFA Secretariat has revised the guidance for SNG PEFA assessment and has introduced two optional modules- service delivery and the influence of CG on SNG PFM performance. This session will provide an overview of the key features of the revised guidance for the SNG PEFA assessments and the two optional modules. It will also share the experiences of countries using PEFA at SNG level to support PFM improvement and promoting SNG benchmarking amongst SNGs in a country.


 PEFA Secretariat – March 25, 2021 at 8:30 – 10:00 AM EST (Washington DC time)        


Eric DESCHOENMAEKER: He is working at the European Commission, Directorate General for International Partnerships within the unit covering Macroeconomic analysis, Public Finance Management and Budget Support. He has been involved in Budget Support and PFM reforms at country level during his postings in Georgia, Kosovo, Jordan and many short-term missions around the world. He holds a degree in economic studies. Eric represents the EC in the PEFA Steering Committee.

Min ZHAO: She is a Senior Economist with the Governance Global Practice of the World Bank stationed at Beijing, China. She has led/co-led several lending operations in China, including the two Subnational Fiscal Sustainability Development Policy Lending Projects, the Guangxi Poverty Reduction Program for Results and the Hunan Subnational Governance and Rural Public Service Delivery Program for Results. She currently also manages public finance related analytical and advisory service program in China, and just completed the subnational PEFA assessments of 8 counties in Hunan province. Prior to joining the WB, Min was an economist of the IMF and has worked for the State Administration of Foreign Exchange, China. She holds a Ph.D. in Development Economics from National Graduate Institute for Policy Studies, Japan and a BA degree in International Economics from Fudan University, China.

Luz MARÍA MEYER: She is currently a Sr. Financial Management Specialist in the Governance Global Practice of the World Bank. She has been supporting the southern cone countries in Latin-America (Argentina, Paraguay and Uruguay) for more than 10 years, but also providing cross-support to other countries in the region. Luz has extensive international experience in the areas of fiduciary assurance, risk management and internal control on the private and public sectors. Her recent achievements and current Public Financial Management (PFM) tasks include: i) a core member of the PEFA Performance Assessment for Argentina federal government completed in 2019; ii) currently co-TTL of the Subnational PFM Assessment in San Juan Province; and iii) a team member of the Argentina Public Expenditure Review III working on Public Investment Management-related issues. She has also provided technical assistance to clients promoting the strengthening of PFM functions. Prior to joining the Bank, she served as a Senior Auditor in Deloitte and worked as internal auditor in the private sector. Luz is a Certified Public Accountant from Consejo Profesional de Ciencias Economicas de la Ciudad de Buenos Aires, and holds a master’s degree in Accounting from the Universidad Nacional del Sur.

Mary M. MATJEKE: Mary Matjeke joined National treasury in 2011 as a director within the Intergovernmental Relations division. Her duties include monitoring implementation of provincial budget processes; Analyze and ensure that provincial budgets are aligned with government policy imperatives, promote effective financial management in the Provincial government; identify effective PFM reforms and build financial management capacity within provinces which will have an impact on service delivery. Ms Matjeke was responsible for sourcing funding and managing PEFA assessments in five provinces in 2014 and the subsequent consolidation report for all nine provinces. Furthermore, she participated as a speaker at the National Treasury Public Finance Management conference in May 2016 on the topic “Decoding PEFA”. Prior to joining National treasury, she was a budget analyst for provincial departments at Gauteng Provincial Treasury within Public Finance unit from 2007. She started her career at the South African Reserve Bank (SARB). She holds a B Com. Honours in Economics from the University of South Africa. Other courses include Advanced Diploma in Central Banking (CAIB-SA), Infrastructure Development Management System (IDMS) offered by the University of Pretoria in collaboration with National Treasury as well as “Taking PEFA to new heights” and “Making PFM deliver” offered by Fiscus Limited Oxford, UK.

Serdar YILMAZ: He is a Lead Public Sector Specialist at the World Bank. He has broad experience in the related areas of fiscal decentralization, public expenditure management, subnational governance, and governmental accountability. Throughout his twenty-year tenure at the World Bank, he has provided technical assistance and contributed to policy reforms in low and middle-income countries in Africa, Eastern Europe and Central Asia, the Middle East and East Asia regions. In addition to his task management responsibilities, Serdar makes original contributions to the literature. He holds a Ph.D. in Public Policy from George Mason University.