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 SME Interventions Ltd. U.K. –  Experts + Projects S.A. CR

JAMAICA PEFA REPEATED ASSESSMENT

Public finance management (PFM)

Country/ Location of the position Jamaica
Status/Reference FWC
Agency/Donor EC
Experts E1 1 Senior Experts, TL, PFM PEFA
E2 1 Senior Experts PFM PEFA
Start + duration of project July 31, 2012 – by November 10, 2012
Duration of mission E1 47 WD
E2 47 WD
Required language An excellent level of English is required;
Deadline 26/02/2012 12:00:00. Recruitment starts immediately upon publication of this vacancy announcement, posts may be filled already before the indicated application deadline.
ToR Please consult hereunder
Eligible Nationalities all
Observations Only short listed consultants will be replied to.Please apply only if you fulfill all requirements for the vacant position

All experts must have at least regional experience

Sending us your application is a commitment and we expect you to be available for the mission you are applying for.

Download EU AID CV template in the 4 main languages  of the EC Please send us your CV in the EU AID format http://wp.me/p1sHoW-5D
Our web page http://www.killefitconsult.com/beta/

CONTACT

applications@killefitconsult.com

Only short listed consultants will be replied to.If you wish to submit your candidature, please send us:

1 – Your up dated and position-adjusted CV in EU AID format, in the language of vacancy and as word.doc detailing qualifications, experience in similar assignments. CVs in other format than EU format will not be evaluated.

2 – The country, no of position/field (s) you will apply for in the subject line of message

3 – Your daily/monthly fee (EUR) without the living allowances.

4 – Your communication details (Mobil, phone, etc.)

5- applicants are encouraged to create consultant profiles in our online registry at: http://www.killefitconsult.com/beta/

Suggestions: Please make sure, that the experience requested is also shown “Description” section 14 of your CV. As the selections are very strict and paper based, we request you to prepare your CV in the right format and detail all the relevant experience under the Professional experience table as much as possible. There is no problem if your CV is long, the most important is to prepare so that it describes clearly your experiences relevant to the mission. (Your CV has to sell you!)

Restrictions: In case consultants are short listed, they must be able to provide documentary evidence for educational and professional items in their CVs (copies of diplomas, copies of employers’ reference letters, etc.). Documents those are not available in English have to be accompanied by a faithful translation. This is mandatory requirement for Europe Aid tenders.

DESCRIPTION

 Project description:

 

Global objective

The main objective of the current assessment is to undertake a comprehensive assessment of public financial management in Jamaica, using the PEFA methodology, including taking stock of the progress made in the PFM reform process since the previous 2007 PEFA exercise, in order to assist the GoJ in determining its most urgent PFM priorities.

 

The repeat PEFA is also expected to provide a platform for policy dialogue with the GoJ and for coordination between IDPs. The Inter-American Development Bank, which has been providing assistance to the GoJ for improving PFM, will make available a team of 3 Financial Management Specialists to support the PEFA Team in the assignment.

 

Job description:

Specific objective

The specific objective is to perform a repeat PEFA assessment of Jamaica by:

1.            Updating the overview of PFM performance in accordance with the PEFA Performance Measurement Framework.

2.            Establishing and explaining the level of change in performance based on the PEFA indicators scores by comparison to the results found during the 2007 evaluation.

 

Qualifications:

–              Both experts will have at least 10 years of experience in public finance management, of which 7 years should be on analysis and/or audit of PFM in developing countries.

–              University degree in accounting, management, economics or related field is required.

–              Both experts must have previous experience in conducting PEFA assessments (public expenditure and financial accountability).

–              Prior experience in Jamaica is a distinct asset.

–              Prior experience in Jamaica and/or other English-speaking Caribbean countries is a distinct asset.

–              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 evaluation will look at specific experience of the experts in the areas of public procurement, taxation, policy-based budgeting, audit, internal and external control.

–              The experts will have an excellent command of English.

Terms of reference

 

SPECIFIC TERMS OF REFERENCE

Jamaica PEFA repeated assessment

 

FWC BENEFICIARIES 2009 LOT 11: Public financial management (PFM)

Request 2012/286729 – Version 1

 

  1. BACKGROUND
  • Ø Macro-economic background

Jamaica is a lower middle income country with a population of around 2.6 million. Jamaica’s economy is extremely vulnerable to external shocks because of a number of factors including its high public debt, its dependency on international capital markets and other foreign account flows (tourism, remittances, FDIs) and some structural sector weaknesses (as witnessed by the recent collapse of the bauxite/alumina sector).

The Jamaican economy faced fourteen consecutive quarters of negative growth since September 2007. However, the trend reversed in 2011 with moderate real growth of the GDP: 1.5% in Q1, 2% in Q2 and 0.5% in Q3 compared to respective periods in 2010. Inflation has been on a downward trend compared to 2010 and has remained as single digit throughout 2011. The exchange rate has also remained stable for most of 2011. The almost complete collapse of the alumina & bauxite industry during the economic crisis undermined the country’s economic performance for 2009 and most of 2010, but has also been the main driver of the recovery since mid-2010 as the sector bounces back. Agriculture has performed considerably well during 2011 due to favourable weather conditions and support provided by the Ministry of Agriculture.

Despite the significant challenges, the Jamaican Government has managed to implement significant measures of macroeconomic stability and economic governance. The three main features of this policy have been (i) the increasing recourse to multilateral financial institutions to re-finance the debt under concessionary terms, (ii) the Jamaica Debt Exchange (JDX) initiative, (iii) the divestment of loss-making public bodies such as the Sugar Company of Jamaica and Air Jamaica. The EU has consistently supported these policies with its budget support programmes and as part of the policy dialogue with the government.

The public debt stock is still very high in the area of 121.9% of GDP. The successful completion of the voluntary JDX however has resulted in a phase of lower interest rates in the country. Average yields on Jamaican government paper have fallen from peaks of over 25% in late 2009 to about 6.68% at the end of June 2011.

The implementation of an IMF Stand-By Arrangement finalized in February 2010 proceeded regularly for the first 3 quarters but entered in a standstill phase since September 2010. The new government elected in December 2011 has announced the intention of negotiating a new IMF agreement.

In April 2009 the Jamaican Parliament approved the country’s Vision 2030 National Development Plan (NDP) and the associated Medium Term Socio-economic Policy Framework (MTF) for the period 2009-2012. The MTF 2009-2012 is a medium-term plan aimed at realising the necessary steps for achieving the goals of the Vision 2030 NDP to set the course of action required for Jamaica to reach developed nation status by year 2030. The Vision 2030 will be implemented in three year MTFs to facilitate monitoring and revisions as needed to reflect changing and evolving realities. The MTF for the period 2012-2015 is currently being prepared.

  • Ø EC development cooperation and Public Financial Management (PFM) reforms

Reforms undertaken in order to improve Public Finance Management (PFM) in Jamaica are embedded in the Public Sector Modernisation Programme (PSMP) 2002-2012 under three separate chapters: (i) Strengthening of the Strategic Planning and Budgeting Framework, (ii) Strengthening of the Financial Management Framework and (iii) Strengthening of the Information Management and Communications Technology Infrastructure.

The Government of Jamaica undertook its first PEFA assessment exercise sponsored by the European Commission in mid 2007. In order to assess the progress of the implementation of the Modernization Programme between 2002 and 2007, and with reference to PEFA findings, the GoJ conducted a review of the Public Sector Modernisation Vision and Strategy 2002-2012 in 2007. The result of the review was a plan to implement its objectives in the 2008-2010 period, which was then embedded into the MTF 2009-2012, and in the longer term NDP Vision 2030. A number of important reforms in the area of public financial management are currently underway, including the implementation of a Fiscal Responsibility Framework, a new Central Treasury Management System and the piloting of Medium-Term Expenditure Frameworks.

The Country Strategy Paper (CSP) for the programming of the 10th European Development Fund (EDF) allocation for the years 2008-2013 was signed in November 2008.  Based on the EC’s positive assessment of the country’s macroeconomic policy, public financial management reforms and development strategy, a large part of the development funds is delivered through the budget support mechanism. Under the 10th EDF National Indicative Programme, about 82% of the A Envelope allocation has been earmarked for, and effectively delivered through, budget support programmes in the two focal areas (macroeconomic support and governance). Furthermore over 95% of the funds allocated to Jamaica under the Accompanying Measures for Sugar (AMS) 2006-10 are earmarked for budget support.

The Government of Jamaica periodically produces a consolidated report of PFM achievements in the implementation of the PSMP (the main PFM strategy) and in other relevant areas that are not covered by the strategy.

  1. DESCRIPTION OF THE ASSIGNMENT
  • Ø Global objective

The main objective of the current assessment is to undertake a comprehensive assessment of public financial management in Jamaica, using the PEFA methodology, including taking stock of the progress made in the PFM reform process since the previous 2007 PEFA exercise, in order to assist the GoJ in determining its most urgent PFM priorities.

The repeat PEFA is also expected to provide a platform for policy dialogue with the GoJ and for coordination between IDPs. The Inter-American Development Bank, which has been providing assistance to the GoJ for improving PFM, will make available a team of 3 Financial Management Specialists to support the PEFA Team in the assignment.

  • Ø Specific objective

The specific objective is to perform a repeat PEFA assessment of Jamaica by:

  1. Updating the overview of PFM performance in accordance with the PEFA Performance Measurement Framework.
  2. Establishing and explaining the level of change in performance based on the PEFA indicators scores by comparison to the results found during the 2007 evaluation.
  • Ø Requested services

Documentation/Desk study. Before the mission in the partner country the experts will submit a full list of requested background documentation that they deem necessary for the mission’s work in country.  The GoJ will provide all the available information.  The experts will specify the time-span they deem necessary between the date of reception of these background documentation and the actual start of the mission in country. The designated focal person within the Government will particularly follow up this issue with the national authorities so as to minimize the risk of disrupting the mission.

Submission of work-plan: Two weeks before arrival the experts will submit to the national authorities and the EC a work-plan describing the main steps of the mission, notably specifying the list of the interlocutors to meet, any tentatively scheduled meetings and the list of required information not yet collected and to be provided in country.

Briefing session: A briefing session with the EU Delegation and GOJ national authority staff will be convened at the beginning of the field mission.

Initial workshop (for up to 50 participants):  This workshop will involve IDPs, Ministry of Finance, PIOJ and the Oversight Committee, as well as the technical staff involved from various key Government departments (auditor general, contractor general, procurement officers/auditors from line ministries) and will deal in-depth with the Performance Indicators used in the PFM Performance Report. The workshop will also highlight the principles of the PEFA programme, in particular country ownership over its reform programme.

Field mission: The field mission will be conducted in accordance with the approved work plan and the PEFA methodology. The Financial Management Specialists of the Inter-American Development Bank will support the Team in the assignment.

If the timing of the availability of data so demands, the field mission can be divided into two separate sub-missions.

At the end of the field mission, the experts will provide the Oversight Committee of the Government and the EU Delegation with an aide-mémoire (10 pages maximum, excluding annexes), in electronic format, 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 indicators.

Submission of draft report: Within one week after the end of the field mission, the experts will send electronically to the PIOJ, the EU Delegation, the Oversight Committee, the PEFA Secretariat and the stakeholders involved in the initial workshop a draft PFM-Performance Report based on the above-mentioned PEFA document.

Comments: Within 15 days following the reception of the draft report, the stakeholders (donors, government) will send their comments to the experts.

Production of final draft: Within 15 days from the reception of the comments, the experts will write the final report. The latter will be sent in 5 hard copies to the PIOJ/Government and 5 hard copies to the EU Delegation as well as in electronic format to both stakeholders. It will contain, in an annex, the observations of the Government on the points where the latter disagrees with the findings of the experts.

Debriefing session: A debriefing session with the EU Delegation and the PIOJ staff, and the Oversight Committee will be planned before the final workshop.

Final workshop (for up to 50 participants): The experts will conduct a final workshop to present the final report for Government officials, the EU Delegation, IDB, other IDPs and other stakeholders.

  • Ø Methodology

The GoJ will take the lead in the coordination of the exercise and will be in charge of facilitating the acquisition of the relevant documentation and the organization of the meetings. The PIOJ: (i) will indicate the names of the officials who will be the key interlocutors[1] to the experts during the assessment; (ii) will attend the meetings; (iii) is responsible, together with the team of experts and the EC, for the organisation and the follow up of the field mission; (iv) will provide comments on the draft and final reports and send its comments to the experts and the lead donors.

The Government of Jamaica Oversight Committee will provide technical oversight to the assessment process, with membership drawn from the relevant departments of the Ministry of Finance, Planning and the Public Service, the Cabinet Office, the Auditor General’s Office and the Planning Institute of Jamaica. The Oversight Committee will participate in the briefing and de-briefing sessions and will have the main responsibility for providing technical comments on the reports produced.

The European Union Delegation: (i) coordinates with Government the timetable for the assignment; (ii) finances the assignment and recruits the experts; (iii) checks the quality of the report in consultation with the Government, the IDB and other IDPs involved, and if so required with the PEFA Secretariat[2]; (iv) will provide comments on the draft and final reports and send consolidated comments to the experts.

The Inter-American Development Bank (IDB): i) makes available a team of Financial Management Specialists to support the PEFA Team in the assignment; ii) will provide comments on the draft and final reports and send its comments to the PIOJ, experts and the EU Delegation.

Document of reference: the experts, in close coordination with Government services involved, will undertake the required assessment while rigorously following the structure, the methodology and the guidelines of the document adopted by the PEFA Steering Committee and entitled “Public Financial Management – Performance Measurement Framework”. This document can be found on the website www.pefa.org. The experts should take particular note of the following guidance documents prepared by the PEFA Secretariat:

  1. Good Practice when Undertaking a Repeat Assessment
  2. Issues in Comparison and Aggregation of PEFA Assessment Results Over Time and Across Countries, PEFA Secretariat, May 13, 2009
  3. Clarifications to the PFM Performance Measurement Framework of June 2005 (Updated by the PEFA Secretariat, September 2008)
  4. Guidance on evidence and sources of information to support the scoring of the indicators

Differences in Methodology:  If the particular situation of the country requires the addition of specific indicators and/or, for some indicators, to diverge from the prescribed methodology, this shall be duly justified by the experts and require the agreement, during the mission, of European Commission and the Government of Jamaica. In any case, only a very limited number of additional indicators would be acceptable.  In this case, as well as for any possible proposed difference in methodology, the experts will ask for the written opinion of the PEFA Secretariat.

Interpretation:  Any question on the interpretation of the guidelines, which the experts cannot resolve with the available documentation, should be addressed to the PEFA Secretariat and/or to the European Commission.

Supporting information: In the report the experts will justify the scoring and describe, in an annex, for each indicator, the analytical work which has been carried out mentioning the sources of information and documentation used.  For each indicator, the experts will mention any possible difficulties encountered during the assessment, the approach used to overcome these difficulties, and, as appropriate, the additional investigative work judged necessary to complete the analysis carried out. Furthermore, for every indicator the experts will describe developments occurred from the time of the PEFA 2007 review.

Publication of final report: the final report will be published on the PEFA Secretariat website

  • Ø Required outputs
    • Workplan.
    • Initial workshop.
    • Aide-mémoire (10 pages maximum, excluding annexes), in electronic support.
    • Draft PFM-Performance Report based on the above-mentioned PEFA document.
    • Final report, 5 hard copies to the government and the 5 hard copies to the EU Delegation as well as in electronic format.
  1. EXPERTS PROFILE
  • Ø Number of requested experts per category and number of man-days per expert

The team will be composed of two senior experts:

A team leader for a maximum of 47 days, of which 27 of field mission;

A second expert for a maximum of 47 days, of which 27 of field mission;

  • Ø Profile required
  • Both experts will have at least 10 years of experience in public finance management, of which 7 years should be on analysis and/or audit of PFM in developing countries.
  • University degree in accounting, management, economics or related field is required.
  • Both experts must have previous experience in conducting PEFA assessments.
  • Prior experience in Jamaica is a distinct asset.
  • Prior experience in Jamaica and/or other English-speaking Caribbean countries is a distinct asset.
  • 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 evaluation will look at specific experience of the experts in the areas of public procurement, taxation, policy-based budgeting, audit, internal and external control.
  • The experts will have an excellent command of English.
  • Ø Working language

The working language of the assignment is English.

  1. LOCATION AND DURATION
  • Ø Starting period

The assignment must start at the latest by July 31, 2012.

  • Ø Foreseen finishing period or duration

The assignment must be concluded by November 10, 2012.

  • Ø Location(s) of assignment

The assignment comprises of home based phases, as well as two to three field missions, one or two to collect the information for the drafting of the report and one to conduct the final workshop.

The field missions will take place in Kingston, Jamaica.

The home-based phases of the assignment will be conducted at the place of residence of the experts.

  1. REPORTING
  • Ø Content

As detailed in the Methodology section, the draft report and the final report will follow the structure, the methodology and the guidelines of the document adopted by the PEFA Steering Committee and entitled “ Public Financial Management – Performance Measurement Framework” available at www.pefa.org. The experts will take into consideration the guidance provided on the PEFA website regarding the PEFA Framework of Good Practices documentation.

  • Ø Language

The language of the report must be English

  • Ø Submission/comments timing

Timing of submissions and comments is that detailed in the Required Outputs section

  • Ø Number of report(s) copies

All the documents have to be provided in electronic format. The final report has also to be provided in 15 hard copies, 5 for the Government, 5 for the EU Delegation and 5 for the IDB.

6. ADMINISTRATIVE INFORMATION

  • Ø Language of the specific contract

Language of the contract and of all the related communication is English.

  • Ø Other authorized items to foresee under ‘Reimbursable’

Reimbursable expenses have to be properly documented and include:

a) rental of room and purchase of materials and consumables (not equipment), including refreshments, strictly related to the organization of the 2 workshops (one at the beginning of the field mission and one for the presentation of the final report, both for up to 50 participants) and up to the maximum of € 8,000 (Eight Thousands Euros);

b) Up to 3 international travels from home to Kingston and return per expert (up to six return tickets).

PEFA assignment – Indicative workplan

Task Responsible Location Indicative schedule
Desk study Experts Home Week 1 and 2
Submission of detailed work-plan for field mission Experts Home Week 2
Field mission Experts Kingston Week 4-8
Briefing with EU Delegation and Oversight Committee Experts Kingston Week 4
Workshop at start field mission Experts Kingston Week 4
Presentation and submission aide- mémoire  Experts Kingston Week 8
Submission draft PEFA Report Experts Home Week 10
Comments on draft report by Government and IDPs Government and IDPs Home Week 11-13
Finalization of report Experts Home Week 13
Submission of final PEFA Report Experts Home Week 13
Debriefing with EU Delegation, Oversight Committee and PIOJ Experts Kingston Week 14
Final workshop in Kingston Experts Kingston Week 14

 

 

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[1] In particular the Ministry of Finance, Planning and the Public Service, but also the Planning Institute of Jamaica (PIOJ), the Office of the Prime Minister, the Contractor General’s Office, the Auditor General’s Office and where necessary individual line ministries.

[2] Should its advice be required.