Series - Public Expenditure and Financial Accountability (PEFA) Program records

Identity area

Reference code

WB IBRD/IDA WB_IBRD/IDA_101-01

Title

Public Expenditure and Financial Accountability (PEFA) Program records

Date(s)

  • 1996 - 2009 (predominantly 2001 - 2009) (Creation)

Level of description

Series

Extent and medium

5.81 linear feet of textual records

Context area

Archival history

Immediate source of acquisition or transfer

Content and structure area

Scope and content

This series contains the records related to the Public Expenditure and Financial Accountability (PEFA) Program, a multi-donor partnership consisting of the World Bank, the European Commission, the UK Department for International Development (DFID), the Swiss State Secretariat for Economic Affairs, the French Ministry of Foreign Affairs, the Norwegian Ministry of Foreign Affairs, and the International Monetary Fund (IMF). PEFA consists of steering committee comprised of members from each of these organizations. A PEFA Secretariat was also located in the World Bank to administer the program. PEFA served as a trust fund program and helped fund much of the activities of the Public Sector Governance Department (PRMPS) of the Poverty Reduction and Economic Management Network (PREM). The records in this series are related to PEFA trust fund proposals, planning, and budgeting for public expenditure and public finance management (PFM) projects with PRMPS.

The trust fund records include correspondence and memorandabetween PEFA steering committee members, the PEFA Secretariat Nicola Smithers, and staff of PRMPS, including past Directors Cheryl Gray and Sanjay Pradhan. The records also consist of PEFA steering committee meeting and minutes. Records for proposed public expenditure and PFM projects for PRMPS include assessments specific to a country. The country assessment records include the following specific types of reports, action plans, and application documents: Public Expenditure Review and Rationalization (PERR) report; PEFA Trust Fund Application; Public Expenditure Management Country Assessment and Action Plan; Application of PFM Performance Measurement Framework report; and Financial and Accountability Review and Action Plan (FARAP).

PEFA budget and audit records are also included for PRMPS public expenditure projects and PFM projects. Records are also included for PEFA and PRMPS organized workshops, conferences, and training sessions, which include training manuals, agenda, and participant lists. The seriesalso contain records related to fund disbursement and project agreement, including: initiating brief for trusts fund records, grant letters signed by PEFA donor partners, and grant agreements from the World Bank Development Grant Facility (DGF). Recruitment records consisting of curriculum vitae and terms of reference for consultants and temporary employees are also included.

Appraisal, destruction and scheduling

Accruals

System of arrangement

Correspondence and memoranda records are arranged alphabetically by name. Country assessment records are arranged alphabetically by country. The remaining records are arranged chronologically.

Conditions of access and use area

Conditions governing access

Records are subject to the World Bank Policy on Access to Information.

Conditions governing reproduction

Records are subject to the Copyright Policy of the World Bank Group.

Language of material

Script of material

Language and script notes

Physical characteristics and technical requirements

Finding aids

An inventory list is available here.

Allied materials area

Existence and location of originals

Existence and location of copies

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Notes area

Alternative identifier(s)

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Description control area

Description identifier

Institution identifier

Rules and/or conventions used

Internal World Bank Group Archives rules based on ISAD(G).

Disclosure status

Level of detail

Dates of creation revision deletion

15 July 2014

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