Carrying Out PEFA Assessments at Subnational Levels

Oct 27, 2020 , Ljubljana, Slovenia Webinar
Oct 26, 2020

Subnational governments (SNGs) in South East Europe are increasingly interested in Public Expenditure and Financial Accountability (PEFA) assessments as they may serve as an important instrument towards establishment of sound subnational finances. This webinar provides an opportunity to learn about the revised Guidance for SNG PEFA assessments and showcase experiences of different countries with subnational PEFA assessments.


PEFA assessments at the subnational level can be done as stand-alone assessments or as a set of assessments, and for several reasons. The typical overarching objective is to assess the condition of the PFM system of the SNGs with a view to informing decisions on how to improve PFM performance. In addition, a set of PEFA assessments may be used for (i) preparing a PFM reform action plan for both SNGs and the CG (limited to SNG-related functions); and (ii) promoting SNG benchmarking amongst SNGs in a country. Therefore, the aim of this webinar is to support implementation of PFM improvements in SEE by using PEFA reports for facilitating dialogue, prioritizing, sequencing and implementation of PFM reforms.

This webinar will introduce the revised guidance for SNG PEFA assessment and the two optional modules- service delivery and the influence of CG on SNG PFM performance. On this occasion, we will discuss specifics of carrying out such assessments on subnational level, as well as the prospects for using PEFA findings in streamlining, prioritizing and monitoring reform actions. At this webinar, participants will have an opportunity to share their views and recommendations on the revised guidance for the SNG PEFA assessments which will be pilot tested in a range of SNGs.

Participants of this webinar will be able to learn and discuss the following:

  • The key features of the revised Guidance for SNG PEFA Assessments and the two optional modules;
  • Experiences of countries using PEFA at SNG level to support PFM improvement and promoting SNG benchmarking amongst SNGs in a country. 

Who should attend?

Officials from local governments, ministries of finance, national/regional/international associations of local governments from involved in carrying out PEFA assessments on sub-national level as well as in utilization of their findings.  


Julia Dhimitri - Public Sector Specialist, PEFA Secretariat

Julia Dhimitri has more than 15 years of working experience in public sector and governance. She has been working at the PEFA Secretariat for more than five years. Prior to joining the Secretariat, she has been working on the PFM and domestic revenue mobilization (DRM) agendas at the World Bank Group since 2008, in Europe and Central Asia, South Asia, and East Asia-Pacific. On DRM she has extensive experience in the design, implementation and reporting of tax policy and revenue administration reform projects. She is a certified Tax Administration Diagnostic Assessment Tool (TADAT) assessor. Prior to working at the WBG, she advised the government of Albania on PFM reforms, revenue administration and fiscal decentralization. She holds two master’s degrees from the Maxwell School of Citizenship and Public Affairs, Syracuse University- an Executive Master of Public Administration and a Master of Arts in International Relations; and a Postgraduate Diploma on Policy Analysis Skills for Transition Economies from the Institute of Social Studies, the Netherlands.

Guillaume Brule - Senior Public Sector Specialist, PEFA Secretariat

Guillaume Brulé has more than 20 years of working experience in public policies. He has been working at the PEFA Secretariat since 2016. Prior to joining the Secretariat, he had been public external auditor for local governments and the local public sector in France for 7 years, and agricultural economist specialized in international trade and policies for 8 years. He has an extensive knowledge of subnational PFM and governance. Guillaume holds a master’s degree of Agronomy from the National School of Agronomy of Toulouse, a master’s degree of Agricultural Economics from the National School of Agronomy of Rennes. He is an alumnus of the Institute for Public Management and Economic Development of the French Ministry of Finance, and of the Ecole Nationale d'Administration – class Willy Brandt.

Karolien Kaisz- Finance and Budget Advisor, Brussels Region, Belgium

Karolien Kaisz has more than 10 years of working experience in public finance. She has been working as an advisor to the Brussels Minister of Finance and Budget since 2019. Prior to joining the Government of the Brussels-Capital Region, she had been policy advisor at the Flemish Ministry of Finance and Budget, project manager for the introduction of spending reviews in Flanders and public finances attaché at the Permanent Representation of Belgium to the European Union. She has extensive knowledge of public financial management and the rules-based framework for the coordination of national fiscal policies in the European Union. Karolien holds a Master’s degree in Business Engineering as well as a Master’s degree in International Politics from the KU Leuven.

Patrick Piker Umah Tete, Senior Financial Management Specialist, World Bank Group

Patrick Umah Tete has been at the World Bank for 17 years and is currently a Senior Financial Management Specialist and Financial Management Coordinator for Azerbaijan, Georgia and Armenia. He works on Public Financial Management reforms in Georgia and Tajikistan. He is also co-Task leader of Public Sector Accounting and Reporting (PULSAR) Program that covers 13 member countries in Europe. Patrick has been involved with PEFA Assessments since 2005 when he participated in the Uganda assessment. More recently, he was the Task Leader for the national assessments of Georgia and Uzbekistan. With regard to Georgia, he also conducted subnational assessments. He has supported the Ministry of Finance in Georgia and Uzbekistan to develop their Public Financial Management (PFM) Strategy using Volume IV of the PEFA Handbook: Using PEFA to support PFM improvements. He has also participated in PEFA initiatives that led to the development of guidelines on Subnational Government PEFA assessments and PEFA Gender Responsive PFM. Patrick is a Fellow of the Association of Chartered Certified Accountants and holds an MBA from the University of Warwick, United Kingdom. He has trained in Public Financial Management at Harvard University, the University of London and the International Monetary Fund (IMF). Before joining the World Bank, Patrick was an Audit Manager with KPMG.

Practical information

This webinar is free to join and there is no limitation in number of participants per institution. Please feel free to bring this webinar to the attention of your colleagues who may find the discussion timely and useful for their work!

When: October 27, 2020, at 14:00 CEST - the webinar session will open 20 minutes before the official start (i.e. you can access it already at 13:40). The webinar will last 2 hours. 

Where: From the convenience of your own computer at the CEF Online Learning Campus (

Please note that in order to participate at this webinar, you need the WebEX installed to your computer. This will take only a few minutes but may require you to inform your system administrator. For all the necessary information please read the Guidelines on how to attend a webinar.  

Language: English. No interpretation will be provided.


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