Ref.
2024/PPPE/11531
Job offer type
Experts
Type of contract
Service contract
Activity sectors
Economic and financial governance
Deadline date
2024/07/28 23:59
Duration of the assignment
Beaded expertise
Duration
12 months
2024 Philippines PEFA - PFM Expert (M/W)
Département Gouvernance - GOUV > Pôle Transparence, Gestion et Redevabilité
Published on : 2024/07/17
ASIE
PHILIPPINES
MANILLE
Mission description
The 2024 Philippines PEFA assessment and three supplementary assessments for climate (+CRPFM), gender (+GRPFM) and disaster risk management (+DRRPFM) responsive PFM, or the 2024 PEFA+++ Assessment, will be a multiframework and multi-stakeholder assessment aimed to provide the Philippines Government with a comprehensive up-to-date diagnostic of the performance of the PFM institutions, systems, and processes and inform the existence of any gaps against international practices. The assessment has three main objectives: (i) measuring PFM progress since the last PEFA assessment conducted in 2016; (ii) informing the midterm review of the PFM Reform Roadmap 2024-2028 and preparation of a detailed action plan; and (iii) using the report findings support identify initiatives for harmonizing financial management arrangements and strengthen country systems for use in donor-funded projects. The Philippines Public Financial Management (PFM) Committee through its Resolution No. 5-2023 dated January 26, 2024, requested the support of the Asian Development Bank (ADB) as the lead development partner (DP) in the assessment. A DPs’ working group, organized, and led by ADB and the PFM committee to ensure effective overall DP consultations for the PEFA+++ Assessment (the “PEFA+++ development partner working group”), will oversee and manage the activities, progress, and outputs of the consultant.
The purpose of this consultancy is to apply the PEFA 2016 Framework and determine the extent to which Philippines PFM systems are ready to support and foster the implementation of government development agenda. Findings of the PEFA+++ assessment will inform whether Philippines laws and regulations, institutions, systems, procedures, and processes contribute to the implementation of its socioeconomic development agenda, throughout the budget cycle, including the planning and design of budgetary policies, the budget allocations to ensure that these development policies are implemented as intended, and the monitoring and evaluation of the efficiency and effectiveness of these policies and investments. This consultancy will be financed by AFD and implemented by Expertise France. The focus of the assessment will be on the operations of the central government, including transfers to Government-Owned or -Controlled Corporations (GOCCs) and local government units (LGUs), and transparency of inter-governmental relations. Any dialogue and communication between the consultant and the government officials will be guided by the Lead International Consultant for Overall PEFA+++ and stakeholders.
Project or context description
The expert will :
(i) assist the team leader in ensuring coherent, integrated, quality, and timely completion of the overall PEFA+++ assessment ;
(ii) conduct desk reviews os available PFM documentation and data to assess efficiency of existing PFM legal frameworks, policies, systems, and institutions – including but not limited to the constitution, laws, rules, regulations, manuals, reports, and other relevant references ;
(iii) collect and analyze relevant data to assess the PFM systems using the following 31 indicators from the 2016 PEFA Framework ;
(iv) conduct meetings with relevant counterparts and wider stakeholders ;
(v) Obtain comments from the stakeholders on the assessment report (draft) ;
(vi) Prepare assessment reports based on the feedback received from the stakeholders. Incorporate suggestions/recommendations from the stakeholders and submit the Final Report ;
(vii) Prepare presentations and participate in required dissemination workshops ;
(viii) Prepare outputs summarizing agreements and future actions from the dissemination workshops ;
Required profile
The expert is expected to have the following qualifications:
Technical criteria 1 (1<20)
Ø Master’s degree or equivalent in Economics, Business, Public Administration, Public Finance, or a related field.
Ø At least 8 years of experience in providing consultancy/ training/ advice to public institutions, decision-makers, experts and/or other relevant parties in Philippines public financial management.
Technical criteria2 (1<20)
Ø Demonstrated knowledge of the PEFA 2016 Framework.
Ø Prior experience in at least one (1) PEFA assessment.
Ø Demonstrated experience in drafting reports and follow-up recommendations.
Technical criteria3 (1<20)
Ø Demonstrated knowledge of the Philippine PFM laws, policies, systems, and institutions.
Ø Excellent verbal and written communication in English.
These technical criteria represent 70% of the selection process. The 30% outstanding will refer to the price/day fee you will have to communicate in a cover letter (all direct costs such as accomodation and flight are directly paid by Expertise France). You are also required to send us your resume.
Additional information
The consultant is expected to provide 55 intermittent working days input with at least one mission in Manilla (october 2024).
He/she will have to be available from august to november to fulfill this assignment. Below is an estimated deliverables and timelines summary :
|
Tasks |
Overall PEFA+++ Deliverables |
Who |
Indicative Timeline |
Consultant Deliverables |
Target Date (Overall PEFA+++ Assessment) |
|
Preliminary work |
|
||||
|
Ø Preparation of approach and initial data requests / surveys |
Inception reports + data requests/surveys issued to responsible units |
Consultants + Team |
31 August 2024 |
Ø Inception Report: o Workplans on Overall PEFA+++ Assessment GRPFM, CRPFM, and DRRPFM covering the preliminary work, field work, and post-field work tasks; o Providing detailed and harmonized/consolidated activities, timeline, assigned consultant, data needed, and interviews for all frameworks (i.e., PEFA 2016 Framework, Supplementary Frameworks for Assessing Climate and Gender RPFM, and DRRPFM Assessment Tool; o Survey questions (to be uploaded under a digital format – e.g. survey monkey, MS Forms to virtually request information and documentation to government agencies) based on stocktaking of PFM-, PEFA-, and reforms-related information, including identification of data requirements and sources/agencies to be surveyed. o Timeline of individual reports per framework and for PEFA+++ Report. |
31 August 2024 |
|
Ø Collection of data surveys and draft report preliminary findings |
Report with data analysis |
Consultants |
By 20 September 2024 |
Ø Preliminary (minus one) Draft Report on PEFA, GRPFM, CRPFM, and DRRPFM with data analysis: o Based on review of collected data and documentation and interview requirements |
By 20 September 2024 |
|
Field Work |
|
||||
|
PEFA+++ launch/ workshop consultations + Interviews |
Workshop delivery + all necessary data obtained |
Consultants + Team |
01-11 October 2024 |
Ø Zero Drafts of 4 Assessment Reports for the overall PEFA+++ Assessment (PEFA 2016 Framework + supplementary frameworks)), PEFA Climate, PEFA Gender, and Disaster Responsive PFM: o With 4 separate reports on preliminary identification of the gaps and recommendations for for strengthening of PFM systems to address the gaps o Materials/Presentation and Discussion with the Heads of Departments on Zero Draft Reports Delivered |
15 November 2024 |
|
Ø Follow up interviews and preparation of draft report |
Zero draft report |
Consultants + Team |
31 October 2024 |
||
|
Ø Presentations/ workshops discussion of draft report and preparation of key interventions/initiatives/action plan/roadmap to address findings |
Presentation and discussion of zero draft report |
Consultants and Assessment Teams |
15 November 2024 |
||
|
Post-field Work |
|
||||
|
1. Review of comments and further drafting of report |
Comments recorded and considered, revised draft |
Consultants and Assessment Teams |
30 November 2024 |
Ø Drafts [Version 1] of 4 Assessment Reports for the Overall PEFA+++ Assessment, PEFA 2016 Framework, PEFA Climate, PEFA Gender, and Disaster Responsive PFM o With Final Report on the gaps and recommendations on interventions/initiatives/action plan/roadmap for strengthening of PFM systems to address findings prepared for each framework |
30 November 2024 |
|
Ø Submission to PEFA Secretariat |
Final report for comments |
Assessment Managers |
December 2024 |
Ø Final Assessment Reports for the Overall PEFA+++ Assessment (PEFA 2016 Framework + supplementary frameworks), PEFA Climate, PEFA Gender, and Disaster Responsive PFM |
15 December 2024 |
|
Ø Presentation of final report to authorities |
Final report submitted / presented to the PFM Committee |
Assessment Teams |
30 January 2025 |
Ø Final report incorporating PEFA secretariat comments. Ø Materials/Presentation for the PFM Committee
|
15 January 2025 |
|
Ø Final report for publication |
Final report edited |
Assessment Teams |
30 January 2025 |
Ø Final report incorporating PFM Committee comments.
|
20 February 2025 |
|
Ø Publication of final report |
Publication |
Government |
March 2025 |
|
|
Selection criteria for applications
The selection process for candidates will be based on the following criteria :
- Candidate’s training/skills/experience
Deadline for application : 2024/07/28 23:59
Expertise France is the public agency of French international technical cooperation. The agency operates around four priorities:
- democratic, economic and financial governance;
- security and stability of countries in crisis/post-crisis situations;
- sustainable development;
- strengthening health systems, social protection and employment.
In these areas, Expertise France carries out engineering and implementation missions for capacity building projects, mobilizes technical expertise and acts as an aggregator of projects involving public expertise and private know-how.
With an activity volume of 233 million euros, more than 400 projects in portfolio in 80 countries, and 63,000 days of expertise, Expertise France focuses its action towards France’s solidarity policy, influence and economic diplomacy.