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Other PEFA related studies

PEFA Related Reports and Studies

A growing   number of external  researchers  from  the international  PFM  are making  extensive use  of data from  PEFA assessment reports for  various research  purposes. The research papers are neither issued nor endorsed  by the PEFA Program, but the Program  has a strong interest in PEFA-related  research and therefore facilitates access to such papers through the links below.

If you wish to inform us about a PEFA study available for circulation, please contact us at

The Performance Management Framework of Public Finance of the countries of the WAEMU in the light of PEFA Assessments October 2008 
by Alain, K. Assemien Noel
How do the six principle Directives of the PFM system of the West African Economic and Monetary Union (WAEMU) compare to the PFM guidelines of the PEFA Framework? The author begins with an overview of WAEMU’s PFM system guidelines, then explores some of the strengths weaknesses of WAEMU’s guidance as they compare to the PEFA Framework, comments on the PFM performance of selected WAEMU countries based on their PEFA assessments, and suggests areas for reform of WAEMU’s Directives.

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Isomorphism and the Limits to African Public Financial Management Reform May 2009
By Andrews, Matt. . Harvard Kennedy School Faculty Research Working Paper Series.  Why do public sector reform efforts so often fail to meet expectations of stakeholders?  It may be explained by isomorphic institutionalism, a theory that posits that change is motivated more by the need for legitimacy and less by improving efficiency.  The author tests this theory on 31 African countries in the public financial management context by using data from PEFA’s PFM-PMF to perform a statistical analysis and discuss recent PFM reform activities.
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Taking Stock: What do PEFA Assessments tell us about PFM systems across countries? May 2009
By de Renzio, P. ODI Working Paper 302.  Overseas Development Institute
The author explores PFM performance overall and across the budget dimensions defined by the PEFA Framework methodology of 57 PEFA assessments.  Country characteristics that may influence PFM system performance, such as population size, level of income and degree of dependency on foreign aid and natural resources, are compared to the results through statistical analyses.

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Tracking Progress in the Quality of PFM Systems in HIPCs:  An update on past assessments using PEFA data. November 2007 
By de Renzio, P. and Dorotinksy, B. 
The study review changes in PFM system performance in HIPCs from 2001 to 2006 using data from the original HIPC expenditure tracking methodology, updated with additional information from PEFA assessments conducted after the last round of HIPC assessments in 2004. It covers 11 of the 16 HIPC indicators and 15 of the 26 countries from the original assessment in 2001. Results are presented according to the number of HIPC benchmarks met and to the raw numerical scores for each indicator. In addition to presenting the results along the original dimensions of phases of the budget cycle (formulation, execution, reporting), the paper also presents the results using a new categorization (quality of budget information, the budget as policy instrument, and effectiveness of control and oversight functions).
Click here [Eng]