PFM Analyses Experts Expert Qualifications / Experience

• At least a recognized Master Degree or recognised equivalent level in the fields of

public financial management, fiscal policy, accounting, economics and/or public sector auditing;

• At least 10 years working experience in the various disciplines of public financial

management, PFM reform, research and/or PFM/fiscal policy formulation. Skills / Knowledge-Base

• Working and/or research experience in assessing all aspects of PFM systems, policies

and procedures. The experts must offer work/research experience in at least a combination of the main fields covered by the PEFA indicators, which include: o Budget transparency and allocation (including budget formulation, preparation

and oversight);

o Budget management;

o Intergovernmental relations; o Multi-year fiscal planning;

o PFM and expenditure policy and legislation; o Taxation systems and policies;

o Public procurement and treasury functions; o Internal controls and auditing;

o External auditing and performance auditing; o ODA incorporation on budgets;

o Accrual accounting; o Classification;

• Understanding of and experience in working in the South African public finance

management sector and environment will be advantageous;

• Understanding and/or experience in working with the PEFA methodology and

assessment of PEFA indicators and reporting will be advantageous.

The cumulated experience of the experts should ensure that the team is able to cover the analysis of the different areas of the PFM-Performance Report.

The working language for this assignment will be English.

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Logistics, timing and budget

The assignment will commence no later than 19 June 2008 and end no later than

22 September 2008 with the submission of the final report. During the overall period, the experts will deliver a maximum of 50 person/days of service (the assignment will be 69 calendar days per expert) – also refer to Section 8 of the Terms of Reference. A tentative table indicating the dates and key steps in preparing the PFM-PR, as well as the experts involved is included in Annexure A to this Terms of Reference. For the purpose of this contract, experts have the permission to work during weekends and public holidays, as required for delivering the requested services.

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The analyses phase of the assignment will be carried out in Pretoria, Republic of South Africa. The European Commission and National Treasury will provide support to the experts with the arrangements of any stakeholder workshops.

The contractor will cover the travel costs and subsistence allowance of the consultants from the overall budget value. The budget should make provision for:

• International travel depending on the home base of the experts proposed; • Local travel costs;

• Per diems, and

• Other costs related to research and the arrangement of the indicated workshops.

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Reporting

Reporting requirements are set out below:

• The experts will provide within 6 working days after the start of the mission submit

an Inception Report (inclusive of a detailed workplan) that will guide the remainder of the assignment and the allocation of resources;

• In view of the final session of debriefing at the end of the mission, the experts will

provide the European Commission with an Aide Mémoire (10 pages maximum, excluding annexes), in 5 hard copies and one electronic copy, indicating the main findings and reflections which will be developed in the draft report. This Aide Mémoire will be complemented by the detailed analysis of the 31 indicators of the PFM-PMF;

• By the end of the mission on the spot, the experts will provide to the European

Commission a draft PFM-Performance Report, in 5 hard copies and one electronic copy, based on Annexes 1 and 2 of the above-mentioned PEFA document;

• Within 15 days following the reception of the draft report, the stakeholders (donors,

government) will send their comments to the experts. Comments will be sent to the European Commission, who will be responsible to consolidate the comments and forward it to the team leader;

• Within 11 working days after the reception of the comments, the experts will write

the final report. The latter will be sent in 5 copies to the European Commission. It will contain, in an annex, the observations of the government on the points where the latter disagrees with the findings of the experts;

Please note the following information for the final reporting: FINAL REPORT

Title PEFA Public Financial Management Performance Assessment Report for the Republic of South Africa, 2008

Specific Contract N° AFS / 2008 / 159-145 Language English

Date of delivery 22 September 2008 Recipient EC Delegation in Pretoria

Responsible Mr Hubert Perr, Counsellor Development Copies to submit 5 hard copies + electronic copy

Annex A: Indicative Road Map for the preparation and execution of the mission

Tasks Responsible Calendar

Preparations & recruitment of the experts Donors Recruitment of consultants according to the

specific recruitment procedures of each contracting donor.

European Commission Delegation to South Africa

28 May

Works of the experts and finalisation of the report Experts 1. Mission inception – PEFA Training Workshop FWC Team (all experts), European

Commission and National Treasury

19/20 June

2. Inception meetings & report

3. Collection of documentation and request for additional information

3 x Experts 30 June

4. Mission on the spot: analysis of documentation and interviews with administration

3 x Experts 30 June to

15 August 5. Submission of Aide Mémoire and workshop 3 x Experts By 25 July 6. Submission of draft report and debriefing

meeting

3 x Experts 15 August

7. Comments from stakeholders, consolidation of comments

European Commission 5 September

8. Compilation and submission of final report FWC Team (do not have to be on- the-spot, can be home-based)

22 September Validation of the reports Donors, Government, Secretariat of PEFA** - Check the quality of the draft report

- Draft and send comments to the experts. - Approval of the final report

The comments of the donors and of the PEFA Secretariat will be consolidated by the lead donor.

15 August to 26 September ** On request of the donors the Secretariat of PEFA may be asked to check the quality of the draft report and/or of the final report. It is desirable that its opinion be asked at the stage of the draft report.

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