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BIODATA
1. PROPOSED POSITIONFORTHIS
PROJECT
2. NAME OFFIRM
3. NAME OFEXPERT Terry O’DONNELL (ADB CMS Registration No 009648)
4. DATE OFBIRTH & CITIZENSHIP 16 November 1950 // New Zealander and British
CONTACTDETAILS P.O. Box 301241, Albany, Auckland, New Zealand
38 Merlot Drive, Napier, New Zealand
15 Prescot Street,New Brighton, Merseyside, UK
TELEPHONE NUMBER Roaming: ++64 21 979 634 please request current phone
number and fax by email
EMAIL ADDRESS terryod@terryodonnell.org
5. EDUCATION MBA, University of Liverpool, UK 2005
BSc (Economics), University of London, UK 1989
ACIM Chartered Institute of Corporate Managers, 1985
ACIS Chartered Institute of Secretaries, 1982
DPA, Millbank of Commerce, Liverpool, 1972
6. OTHER TRAINING Skilled user of Microsoft Word, Excel, Project, Visio, ADB
“COSTAB” computer-based project costing methodology
and ADB “FARMOD” for simulating agricultural impacts.
7. MEMBERSHIP OF
PROFESSIONAL SOCIETIES
Associate,Chartered Institute of Secretaries, since 1982
Associate,Institute of Corporate Managers,since 1985
Associate,Institute of Asset Management, since 2015
8. COUNTRIES OFWORK
EXPERIENCE
Bangladesh, Bhutan, Brunei, Cambodia, China (PRC), East
Timor, India, Indonesia, Laos PDR, Maldives, Mongolia,
Myanmar, Nepal, Pakistan, Philippines, Singapore,
Tajikistan, Vietnam. Federated States of Micronesia, Fiji,
Republic of Kiribati, Solomon Islands,Tonga, Tuvalu,
Vanuatu, Western Samoa, PNG, New Caledonia and Tahiti.
Belgium, France, Hungary, Turkey, United Kingdom.
Australia, New Zealand, United States of America.
9. LANGUAGEAND DEGREE OF
PROFICIENCY
English – excellent (mother tongue)
Bislama - excellent
French – basic
Khmer - Basic
10. EMPLOYMENT RECORD (Projects listed below in section 11)
August 2015
to date
FREELANCE CONSULTANT
Providing policy and strategy advice, public financial management and
budgeting expertise, financial and economic analysis, project management and
team leadership, institutional strengthening and capacity building transferring
skills and knowledge, and sectoranalysis leading to public sector reform
initiatives for projects and programs in developing and developed economies
mainly funded by multi-lateral and bi-lateral aid agencies.
May 2011 to
July 2015
4-years
WYG INTERNATIONAL UK
Director Asia/Pacific
Continuing to provide public financial management and policy advice along
with financial and economic analysis of development projects togetherwith
business development. Team Leadership and Director of multiple projects.
April 1998 to
May 2011
14-years
FREELANCE CONSULTANT
Providing policy and strategy advice, public financial management and
budgeting expertise, financial and economic analysis, project management and
team leadership, institutional strengthening and capacity building trans ferring
skills and knowledge, and sectoranalysis leading to public sector reform
initiatives for projects and programs in developing and developed economies
mainly funded by multi-lateral and bi-lateral aid agencies.
December
1992 to
KPMG PEAT MARWICK, MANAGEMENT CONSULTANTS
Auckland, New Zealand
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March 1998
6-Years
Director, International & Economics Division, with special responsibilities of
overseas assignments in the areas of:
 Economic & financial analysis, project feasibility, assessment,
appraisal and implementation
 Financial management and accounting, financial analysis,
management information systems development in public, corporate
and commercial entities
 Institutional development in public sector reform, including
commercialisation and corporatisation of public authorities and
government departments
September
1989 to
November
1992
3-years
FOREIGN & COMMONWEALTH OFFICE, BRITISH
GOVERNMENT [ODA/DFID]
Port Vila, Vanuatu – TCO Financial Consultant
Independent Consultant financed by DFID providing the service of Financial
Analyst/Adviserto the Vanuatu Government moving from project to project
as required. Responsible for advice on a wide range of issues regarding public
and private sectorinvestment reporting to the Prime Ministers, Minister of
Finance and Minister for Natural Resources.
September
1987 to
August 1989
2-years
MELANESIAN INTERNATIONAL TRUST COMPANY
[Owned by Barclays,HSBC and ANZ Banking Corporation]
Port Vila, Vanuatu - Manager, Corporate & Trust Services
Responsible for the whole range of corporate and trust services, serving as
Director and trustee on many corporate entities and trusts, with added
responsibilities as Managing Director of two merchant banks,Director of
several banks and Company Secretary of ANZ Banking Corporation
(Vanuatu) Ltd.
January 1987
to August
1987
0.75- years
COUNTRYWIDE BANKING CORPORATION
Hamilton, New Zealand – Regional Manager
Responsible for commercial, merchant and consumer banking in the Waikato
and King Country provinces of New Zealand.
January 1984
to December
1986
3-years
BARCLAYS BANK (NZ) LIMITED
Hamilton, New Zealand - Regional Manager
Responsible for establishing the first Barclays regional merchant banking
operation outside Auckland. Responsible for analyzing venture capital
projects, restructuring of clients’ balance sheets through innovative financing
projects through the use of the bank’s finance companies, trade finance
expertise, foreign exchange and money market operations. Providing financial
services to high net worth individuals.
January 1980
to December
1984
5-years
ENERGY RESOURCES INTERNATIONAL
Hamilton, New Zealand - Company Secretary and Financial Controller
Responsible for legal compliance of the company and board of directors, the
areas of commercial risk management of International Trading, procurement
and manufacturing, as well as financial and management accounting, financial
analysis and planning, togetherwith staff management.
November
1976 to
December
1979
3-years
ECONOMICS LABORATORY NZ LTD
Hamilton, New Zealand - Company Accountant
Responsible for the overall financial management of the company, including
cost control, cash flow management, financial reporting and compliance with
statutory requirements, the development of five year plans and reporting to the
head office in the United States of America.
July 1975 to
October 1976
1.25 years
MARAC FINANCE LIMITED
Hamilton New Zealand - Branch Accountant
Responsible for all branch financial reporting to head office and advising
branch staff on lease repayments, factoring and HP agreements.
1973 to 1975 SELF EMPLOYED ACCOUNTANT
Liverpool, England
As a Consultant obtained a long term contract with McGregor Swire Air
Services in international freight industry.Contract was to reorganize the
accounts receivable systemof billing, collection and recording of international
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and domestic debtors.
1972 to 1973 PROVIDENT FINANCE COMPANY
Liverpool, England - Assistant Branch Manager
Responsible for managing 35 agents securing new business and chasing bad
debts.
1967 to 1972 LIVERPOOL CITY TREASURY
Liverpool, England - Project Auditor
Initially responsible for the audit of 35,000 salaries and wages and on
promotion joined the project audit team.
11. PREVIOUS WORK ILLUSTRATING
CAPABILITY TO HANDLE TASKS
ASSIGNED
Mr. O’Donnell has over forty years’ experience in finance,
economics and financial management, at all levels of theproject
cycle – project identification, fact-finding, appraisal, assessment,
economic & financial analysis, implementation and
harmonization. Following is detailed information about the 79
development projects in which Mr. O’Donnell has been involved.
Summary of Projects Listed:
Project
#
Year Client Location Project or Duties
79 2016/17 ADB AOTA 9086 Pacific Islands Financial ManagementSpecialist, CB & OTJ problem
solving
78 2016 ADB PPTA 8923 Tuvalu Financial Specialist, Maritime Infrastructure
77 2016 ADB PPTA TA-8887 Kyrgyzstan Financial Analyst, Roads Development
76 2015/16 ADB PPTA 8690 Nepal Agricultural Economist, Agriculture Value Chain
75 2014/15 DFAT Australia Philippines Team Leader, Professionalizing the PFM w orkforce: Phase 2
– Development of the PFM Certificate program
74 2014 ADB PPTA 8330 Myanmar Financial Specialist, Completing FMA on MOC and PW
73 2013/15 ADB TA 7554 Indonesia Economist, Evaluation of the Use of Special Autonomy and
Oil and Gas Funds for Education in Aceh
72 2013 AusAID Philippines Budget Expert, Professionalizing the PFM w orkforce: Phase
1 – Development of the PFM Competency Framew ork
71 2013 ADB PPTA 8299 Mongolia Economist, Skills for employment
70 2012/13 ADB PPTA 7980 Tajikistan Economist, Building Climate Resilience in Pyanj River Basin
69 2012 World Bank Tajikistan PFM Analyses Expert andTeam Leader, Public
Expenditure and Financial Accountability (PEFA)
68 2012 European Union Solomon
Islands
PFM Analyses Expert, Public Expenditure and Financial
Accountability (PEFA)
67 2012/14 ADB Grant 0222-CAM Cambodia Team Leader/PFM, PFMRP in Rural Dev. Ministries
66 2012 CIDA/AusAID Cambodia Team Leader/Strategy Advisor, SAWImplementation
65 2009/12 Samoan Government
/AusAID/NZAID
Samoa Team Leader/Institutional DevelopmentAdvisor,
Cabinet/PM advisory
64 2009/11 ADB Grant 0133-CAM Cambodia Team Leader/PFM , PFMRP in Rural Dev. Ministries
63 2008/09 ADB ETESP S16445 Indonesia Policy & Strategy Adviser, Closure & Exit of BRR
62 2008 ADB ETESP S15024 Indonesia Policy & Strategy, Transitionalplan for President’s BRR
61 2008 World Bank EDFF Indonesia Evaluator, Aceh Economic Development Finance Facility
60 2007 ADB ETESP Project 30 Indonesia Team Leader/Financial Mgt, Schools Rehabilitation
59 2007 World Bank SIRDP Solomon
Islands
Financial Management, Project Implementation Specialist
58 2006/07 ADB Loan 2034 Vietnam Tariff & Financial Management Specialist -Environment
57 2006/07 ADB PPTA No 4763 Indonesia Financial Economist, Metropolitan Sanitation & Health
56 2005 ADB PPTA No 5433 Bhutan Economist, Urban Infrastructure
55 2005/06 ADB AOTA No 4428 Cambodia Financial ManagementSpecialist/Team Leader,
Strengthening National Program Budgeting in Agriculture
54 2004/05 ADB AOTA No 4228 Cambodia Financial ManagementSpecialist, AgriculturalDevelopment
53 2004/05 ADB AOTA No 2850 Fiji Financial ManagementSpecialist, Road Sector Reform
52 2004 ADB PPTA No 4000 Bangladesh Financial Economist, 2nd
TownsFlood Protection
51 2004 ADB PCR C40207 Timor-Leste Economist, Fisheries & Ports Rehabilitation
50 2004 ADB AOTA No 4013 India Financial Specialist, InstitutionalStrengthening
49 2003 ADB PPTA No 3849 Maldives Financial Economist, RegionalDevelopment
48 2003 ADB PPTA No 3949 Nepal Financial Economist, AgriculturalDevelopment
47 2003 ADB PPTA No 3772 Nepal Financial Analyst, Empow erment of Women
46 2003 ADB FFM Nepal Economist, Community Based Water & Sanitation
45 2003/05 ADB AOTA No 3772 Vietnam Public Financial Specialist, CentralRegion Poverty
Reduction
44 2002/03 ADB PPTA No 3079 China Economist, Promotion of Clean Technology
43 2002/03 ADB PPTA No 3844 Nepal Financial Economist, Community Based Water & Sanitation
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42 2002 ADB PPTA No 3751 India Economist & Financial Analyst, Road Sector Development
41 2002 ADB PPTA No 3688 Cambodia Financial Analyst, RuralWater Supply and Sanitation
40 2001/02 ADB AOTA No 3651 Cambodia Financial Analyst, Transport Sector Study
39 2001 ADB AOTA No 3390 Pakistan Team Leader, Fiscal management Specialist, Debt & Risk
Management
38 2001 ADB PPTA C10364
ETM
East Timor Economist & Financial Analyst, Fisheries & Ports
rehabilitation
37 2001 British Government
(DFID), The
Netherlands, Sw eden
(SIDA), Norw ay
(NORAD), Finland &
Sw itzerland (SDC)
Vietnam Public Financial ManagementSpecialist, harmonization
and cooperation of government and bilateral grant donors for
ODA procedures, with case studies in forestry, health and
education
36 2000/01 ADB PPTA No 3267 Bangladesh Economist, Kalni-Kushiyara River Management
35 2000 ADB AOTA No 3066 Bangladesh Fiscal ManagementSpecialist, Review of State Ow ned
Enterprises
34 2000 ADB PPTA C00426 Federated
States of
Micronesia
Financial Analyst, Basic SocialServices Project – Education
and Health.
33 2000 Philippines Government Philippines Institutional& Financial Specialist, Laiban Dam, w ater &
pow er generation.
32 2000 ADB PPTA No 3281 China Financial Analyst, West Henan AgriculturalDevelopment
31 1999 ADB AOTA No 2796 Cambodia Financial ManagementSpecialist, Institutional
Strengthening of Civil Aviation
30 1999 OPCV/ADB Loan 1433 Indonesia Project Manager, Indonesia IndustrialTechnology Human
Resource Development project (Phase II)
29 1998/99 ADB PPTA No 2940 Pakistan Financial & Institutional Specialist, North West Frontier
Province Urban Development
28 1998 Mercury Energy New Zealand Financial Analyst, Tariff re-structuring and
company/enterprise modelling
27 1998 ADB AOTA No 2597 Vanuatu Institutional& Financial Specialist, Sanitation Master Plan
for Port Vila –
26 1997 ADB Loan No 1433 Indonesia Team Leader, Financial/Economic Analyst,Restructuring
of Research Institutes
25 1997 ADB PPTA No 2703 Samoa Financial Analyst, Housing Sector Study
24 1997 ADB PPTA No 2497 Kiribati InstitutionalSpecialist, Sanitation, Public Health & Housing
project – Fact Finding Mission
23 1995/96 ADB AOTA No 2245 Fiji Institutional& Financial Management Specialist, Fiji
Housing Authority Restructuring,
22 1994/98 New Zealand
Government
Tuvalu Director of the Tuvalu Trust Fund
21 1996 ADB PPTA No 2497 Kiribati Institutionaland Policy Specialist, Health, Sanitation &
Housing
20 1995 Brunei Government Brunei Financial & Economic Analyst on Urban Development
Project
19 1994 World Bank Turkey Financial Analyst, Labour restructuring program
18 1994 ADB PPTA Marshall
Islands
Financial Analyst, Seconded by KPMG to this project
17 1993 New Zealand
Government
Laos Team Leader, Banking Supervision and Audit Training
Project.
16 1993 ADB PPTA China Financial & Economic Analyst, Fact-finding mission –
environmental manufacturing
15 1993 ADB PPTA China Financial & Economic Analyst, Appraisalmission -
environmental manufacturing
14 1993 Solomon Islands
Electricity Authority
Solomon
Islands
Financial & Economic Analyst Independent tariff review for
the Asian Development Bank.
13 1992/93 British Government ODA Vanuatu Financial Adviser TCO, to the Minister of Lands for an
Urban Land Management project.
12 1989/92 British Government ODA Vanuatu Finance Director, Vanuatu Housing Corporation
11 1989/90 British Government ODA Vanuatu Financial Analyst, Review of the Pow er Sectorresulting in a
briefing paper for the Council of Ministers
10 1989/90 British Government ODA Vanuatu Institutional& Financial Management Specialist,
Established the National Bank of Vanuatu
9 1989/90 British Government ODA Vanuatu Institutional& Financial Management Specialist,
Established the Domestic Airline of VANAIR
8 1989/90 British Government ODA Vanuatu Chief Executive & Finance Director, of Air Vanuatu the
country’s internationalairline
7 1989/90 British Government ODA Vanuatu Financial ManagementSpecialist, Minister of Finance
representative on the Board of Vanuatu Development Bank
6 1989/90 British Government ODA Vanuatu Financial ManagementSpecialist, Minister of Finance
representative on the Board of Vanuatu Abattoirs
5 1989/90 British Government ODA Vanuatu Financial Analyst, Study and share valuation on Tour
Vanuatu Ltd in the tourist sector
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4 1989/90 British Government ODA Vanuatu Financial Analyst, Financialanalysis on the Vanuatu
Commodities Board
3 1989/90 British Government ODA Vanuatu Financial Analyst, Study for the Government on purchasing
of Soluble Kava Technology and exporting to the USA
2 1989/90 British Government ODA Vanuatu Financial & Economic Analyst, Reviewed the CDC/Govt
Tanna Coffee Project
1 1989 British Government ODA Vanuatu Financial Analyst, Valuation of shares – Santo Abattoirs
(79)
Project:AOTA-9086-REG: Building Project Implementation Capacities in the Pacific:
Financial Management Specialist
Year: 2016/17 Time Spent: 44 Days (intermittent)
Location: Philippines, Fiji, PNG, Tonga, Solomon Islands and Timor Leste
Client: ADB
Main Project Features: Increasing project implementation capacities and tailoring procurement
procedures to address the unique needs of and constraints facing Pacific island countries.
Position Held: Financial Management Specialist
Activities performed: Assessed the adequacy ofthe beneficiary's project financial management
arrangements and institutional systems and their ability to manage and monitor ADB-financed projects,
including at the sector level, where applicable. This includes budgeting,funds flow, accounting,
financial reporting and auditing as well as review of policies and procedures in place, and recommend
measures to strengthen these aspects.Provided capacity building training programs for executing and
implementing agencies on financial management at the project level including disbursement of project
funds and reporting. Provided implementation support and carry out supervision work to ensure that
project financial management systems are functioning appropriately, including the review of periodic
interim financial reports. Provided on-the-job training to staff of executing and implementing agencies
ensuring timely presentation of financial statements for audit of projects under implementation. Provide
capacity building and on-the-job training to government audit agencies to improve internal controls and
prevent fraud and corruption in relation to financial management and disbursement of ADB-financed
projects.
(78)
Project:ADB PPTA 8923 Tuvalu: Outer Islands Maritime Infrastructure Improvement
Year: 2016 Time Spent: 2 months
Location:
Client: ADB
Main Project Features: Preparing a project for Tuvalu to improve its outer island maritime
infrastructure and enhance capacity of relevant government agencies.
Position Held: Financial/Institutional Specialist
Activities performed: Prepared the Sector Assessment Report and Financial Management
Assessment Report, Financial Analysis/Sustainability Assessment Report and Capacity Building
Report. Familiarized the government officials with ADB policies and procedures on financial
management. For the financial analysis provided least cost analysis, identified costs and benefits,
provided cash flows, financing plans, calculated FIRRs where appropriate. Supported the economic
analysis.
(77)
Project:ADB PPTA-8887 KGZ: CAREC Corridors 1 and 3 Connector Road
Year: 2016/17 Time Spent: 2 months
Location: Bishkek,Kyrgyz Republic
Client: ADB
Main Project Features: Part of the Central Asia Regional Economic Cooperation (CAREC)
Program (partnership of 10 countries and six multilateral development partners) working to promote
development through cooperation, leading to accelerated economic growth and poverty reduction.
Position Held: Financial Management Specialist
Activities performed: Identified all expenditure items by component, by expenditure category, and
by year, in consultation with the other specialists; worked closely and coordinated with the project
preparatory technical assistance (PPTA) consultant to prepare a project suitable for ADB financing,
Page 6 of 32
including incorporating inputs and providing data requested by the ADB team. Estimated the cost of
each expenditure item over the project implementation period, based on an international/national unit
cost and by taking into account price increase; identified project funds flow and disbursement over the
project implementation period; developed detailed cost estimates and financing plans for the project for
inclusion in the RRP and PAM; and prepared an economic analysis and a financial analysis of the
project by assessing the economic viability (including cost-benefit and internal efficiency aspects)and
fiscal sustainability of the project for inclusion in the RRP.
(76)
Project:ADB PPTA 8690 Nepal: Agriculture Sector Development Program.
Year: 2015/2016 Time Spent: 3 months intermittent
Location: Nepal
Client: ADB
Reference:
Main Project Features: Preparing a project for interventions comprising: (i) a program component
to support and fosterpolicy reforms to improve enabling environment for investment in the agriculture
sector; and (ii) an investment component that to support market outreach through connectivity to rural
communities, and integrated linkages among stakeholders in the value chains.
Position Held: Agricultural Economist
Activities performed: (i) undertook a market chain analysis for estimating net value added; (ii)
completed a feasibility assessment of proposed project interventions in value chains through various
options including PPP, matching grant and otherinnovative business models , including the design of a
first ever “Agriculture Impact Bond”; (iii) provided a feasibility assessment for the interventions in
agriculture research and extensions; and (iv) prepared project cost schedules and procurement plans.
(75)
Project: Professionalizing the PFM Workforce: Phase 2 – Development ofthe PFM
Curriculum and Targeted Courses
Year: 2014/2015 Time Spent: 2 months intermittent
Location: Philippines
Client: DFAT Australian Aid
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: PFM Capacity Development
Position Held: Team Leader / Budget Specialist
Activities performed: Set out the main options for how the Phase 1 developed Competency Model
will be implemented in the future. The delivery model takes account of existing GOP resources, the
creation of new resources and an assessment of non-government resources.All options were evaluated
as to the resources required for implementation with identification of risks. The major output from
Phase 2 was a list of courses and other forms of intervention that will comprise the curriculum for
developing PFM capacity in GOP. In producing this document regard was given to work that has been
done in related areas, including the work done by the Civil Service Commis sion and the Ladderized
Training Programme developed by the Commission on Audit.
(74)
Project: PPTA 8330-MYA: EWEC - Eindu to Kawkareik Road Improvement
Year: 2014 Time Spent: 2 months intermittent
Location: Myanmar
Client: Asian Development Bank
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: Road Improvement
Position Held: Financial Specialist
Activities performed: Financial Management Assessment ofthe Executing Agency and
Implementing Agency.The assessment covered the ability and capacity of the EA and IA to take on
and manage a loan from ADB for roads improvement.
(73)
Project: Evaluation of the Use ofSpecial Autonomy and Oil and Gas Funds for
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Education in Aceh
Year: 2013/14 Time Spent: 6 months intermittent
Location: Banda Aceh,Indonesia
Client: Asian Development Bank, Indonesia Government, Aceh Provincial Government,
supported by AusAID and European Union
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: Study on the Oil and Gas Industry and earmarked contributions to
Education in Aceh at provincial and district levels.
Position Held: Study Team Leader / Economist
Activities performed:Two specific outputs:
• Education Public Expenditure Analysis in Aceh –Identified the value added by the
Otsus/Migas funds (Oil and Gas Funds and National Special fund allocation) over and above the
expectations of the national budget objectives. The analysis covered the whole education profile in the
province but in particular focused on the extent that education public expenditure allocations were
specifically aligned to strategic priorities, and to what extent the education public expenditures were
cost-effective and efficient, whilst assessing to what extent education public expenditure translated into
the achievement of results and education outcomes. This formed the basis for recommendations on
how public expenditure could be allocated to better achieve education outcomes.
• Education Governance, Planning and Financing Arrangements in Aceh –Clarified
whether the Otsus/Migas fund regulations/systems facilitated effective and efficient education budget
allocation and execution to meet the valued added nature of the Special Autonomy and Oil and Gas
Funds for Education in Aceh. Determined the extent to which Otsus/Migas funds were planned,
allocated and managed in accordance with regulations, at both provincial and district levels and
validated the extent to which Otsus/Migas regulations/systems facilitates effective and efficient
education decision-making, resource allocation, programing, budgeting,implementation and
monitoring and reporting, all within the mandates and responsibilities of the province, districts and
educational institutions within the principles of decentralization. From the final study commented on
and made recommendations in the area of the achievement of education results and outcomes.
(72)
Project: Professionalizing the PFM workforce: Phase 1 – Development ofthe PFM
Competency Framework
Year: 2013 Time Spent: 33 Days
Location: Manila, Philippines
Client: Philippines Government, supported by AusAID
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: Public Expenditure and Financial Accountability – Building
competencies across the Government.
Position Held: Budget Expert
Activities performed:Using a participative approach through the application of Focus Group
Discussions across Bureau of the Treasury, Department of Budget and Management, Commission on
Audit, Armed Forces of the Philippines, Department of Education and the Department of Environment
and Natural Resources identified key competencies that underline staff engaged in Public Financial
Management. Designed, constructed and validated a draft Competency Framework for PFM and in
particular Budget Staff in the Philippines Government.
(71)
Project: Skills for Development, ADB PPTA 8299-MON
Year: 2013 Time Spent: 2 months
Location: Ulaanbaatar,Mongolia
Client: Asian Development Bank
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: Preparing a project for support to the TVET sector.
Position Held: Economist
Page 8 of 32
Activities performed:Assessed the economic viability (including cost-benefit and internal efficiency
aspects)and fiscal sustainability of the proposed project, supported by a socioeconomic impact
assessment ofthe proposed investment in TVET. Prepared the economic and financial analysis report
required for the report and recommendation of the President and prepared sections ofthe PAM.
(70)
Project: Building Climate Resilience in Pyanj River Basin, TAJIKISTAN 2012
Year: 2012/13 Time Spent: 1 month
Location: Dushanbe, Tajikistan
Client: Tajikistan Government, supported by Asian Development Bank
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: Building Climate Resilience in Pyanj River Basin, including for
irrigation, flooding and water supply.
Position Held: Economist
Activities performed:Assessed the economic viability (including cost-benefit and internal efficiency
aspects)and fiscal sustainability of the proposed project, supported by a socioeconomic impact
assessment ofthe proposed investment in Climate Resilience. Prepared the economic and financial
analysis report required for the report and recommendation of the President and prepared sections of
the PAM.
(69)
Project: PEFA ASSESSMENT, TAJIKISTAN 2012
Year: 2012 Time Spent: 24 Days
Location: Dushanbe, Tajikistan
Client: Tajikistan Government, supported by World Bank
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: The PEFA – Public Expenditure and Financial Accountability – is a
standard tool for assessing the health of Public Financial Management and budgeting process.
Position Held: PEFA/ PFM Analysis Expert and Team Leader
Activities performed:Provided an updated quantitative and qualitative analysis of the overview of
PFM performance in accordance with the PEFA Performance Measurement Framework, identifying
the main PFM weaknesses in the country,and evaluated to what extent the institutional mechanisms set
up by the Government contributed to planning and the implementation of PFM reforms in close
partnership with local staff. Established and explained the level of improvement in performance, based
on the PEFA indicators scores by detailed comparison to the results found during the PEFA assessment
carried out in 2007. Assessed the results ofthe PEFA review and determined the performance change
in relation to the Government's reform program and effects on the scores attained.
(68)
Project: PEFA ASSESSMENT, SOLOMON ISLANDS 2012
Year: 2012 Time Spent: 44 Days
Location: Honiara, Solomon Islands
Client: Solomon Islands Government, supported by European Union
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
Main Project Features: The PEFA – Public Expenditure and Financial Accountability – is a
standard tool for assessing the health of Public Financial Management and budgeting process.
Position Held: PEFA/ PFM Analysis Expert
Activities performed:Provided an updated quantitative and qualitative analysis of the overview of
PFM performance in accordance with the PEFA Performance Measurement Framework, identifying
the main PFM weaknesses in the country,and evaluated to what extent the institutional mechanisms set
up by the Government contributed to planning and the implementation of PFM reforms in close
partnership with local staff. Established and explained the level of improvement in performance, based
on the PEFA indicators scores by detailed comparison to the results found during the PEFA assessment
carried out in 2008. Assessed the results ofthe PEFA review and determined the performance change
in relation to the Government's reform program and effects on the scores attained.
Page 9 of 32
(67)
Project: ADB Grant 0222 CAM: PFM for Rural Development Ministries Program 2
Year: 2012/15 Time Spent: 18.00 months (Intermittent)
Location: Phnom Penh and 24 provinces, Cambodia
Client: Royal Cambodian Government, supported by ADB
Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com
and Chamroen Ouch, Project Officer ADB couch@adb.org
Main Project Features: Building on the success of PFMRP 1 deepen the reforms in PFM,
budgeting, procurement, internal audit, accounting and financial management and monitoring
and evaluation.
Position Held: Team Leader/PFM & Public Sector Budget Specialist
Activities performed:Provided in-depth capacity building for formulating the Budget Strategic Plan
and AnnualBudget Plan, including the application of program budgeting and the design of an
institutional reform of all departments in the 3 ministries that would accommodate Budget Entities.
Designed the Budget Entity structure for all the provincial departments. Led the team in enhancing the
cash advance system, introduced computerized accounting and financial management systemfor each
of the 3 ministries. Training personnelin procurement. Introduced enhanced Internal Audit procedures
and guidelines to support capacity building. Reviewed, updated and computerized the Monitoring and
Evaluation systemin MAFF and then replicated the systemin MRD and MOWRAM. Design,
formulated and implemented FMIS systems in the 3 ministries after mapping the manual systems.
Supported the PAR and D&D Reform programs.
(66)
Project: Road map for the implementation ofthe strategy for agriculture and water
Year: 2012 Time Spent: 3.00 months
Location: Phnom Penh, Kampong Cham, Takeo & Battambang, Cambodia
Client: Royal Government of Cambodia, supported by AusAID/CIDA/EU/ADB & World
Bank
Reference: Mr. Mak Mony makmony.dps@gmail.com TWGAW Secretariat
Main Project Features: Reviewing the strategy and providing an assessment of DP relations
with RGC, assessing the potential for PBA and designing a road map to implement the SAW
Position Held: Team Leader
Activities performed:Provided assessment report on the agriculture and water sectors; provided an
assessment for introducing program based approach to the sectors and provided a road map to
implement the strategy.Used 3 provinces for a pilot.
(65)
Project: Improving Policy Development & Coordination Program
Year: 2009/12 Time Spent: 14.00 months
Location: Apia, Samoa
Client: Samoan Government, supported by AusAID/NZAID
Reference:
Main Project Features: Reform of the Ministry of the Prime Minister & Cabinet.
Position Held: Team Leader/Institutional Development Advisor
Activities performed:Provide advisory services to the Prime Minister and Cabinet, with mentoring
support assistance to the Chief Executive Officer of the Ministry of the Prime Minister & Cabinet,
Cabinet Secretariat and the Ministry’s Executive Team, and Corporate Services to strengthen the
management of the Ministry. Reviewed and facilitated the development of improved management
systems and processes with focus upon cabinet policy submissions and appropriate advisory services,
corporate planning, management planning, performance monitoring and reporting, and performance
review processes at seniormanagement level. Supported the integration of the skills transfer and
capacity building model into all program components and systematically develop and apply learning
agreements in collaboration with othertechnical assistance teammembers.
(64)
Page 10 of 32
Project: ADB Grant 0133 CAM: Public Financial Management for Rural Development
Ministries
Year: 2009/11 Time Spent: 14.00 months
Location: Phnom Penh, Cambodia
Client: Asian Development Bank/MEF, MAFF, MRD & MOWRAM
Reference: Prasanna Jena,ADB Project Officer:pjena@adb.org H.E. Chuop Sam At
samathmrd@hotmail.com
Main Project Features: Roll-out of Public Financial Reform Program to the 3 Rural
Development Ministries
Position Held: Team Leader/PFM & Public Sector Budget Specialist
Activities performed:Working with MEF PFM Reform Secretariat, Economics and Finance Institute
and Rural Development Ministries (MAFF, MRD, and MOWRAM), PFM working groups in these
ministries, project management units (PMUs) coordinated the output of the other international and
domestic experts, ensuring timely delivery of all outputs in coordination with the Cambodian
counterparts. Formulate action plans for the implementation of PFMRP stage 2, which required active
engagement of rural development ministries, preparation of manuals and guidance notes,training
materials, and convening of key stakeholders.Strengthened capacity of MAFF, MRD, and MOWRAM
for budget formulation and budget execution; assisted in preparation of Budget Strategic Plan (BSP)
Assisted in improving the quality of information on externally funded capital expenditure projects
integrating them into BSP and budget reporting system. Supported MAFF, MRD, and MOWRAM in
implementing new administrative and economic classification consistent with GFS/COFOG standards
in budget formulation and execution. Designed an accountability framework to improve lines of
accountability, clarifying roles, functions and responsibilities of budget entities and managers in
relation to these ministries. Supported PMU staff in capacity building in compliance with Standard
Operating Procedures (SOPs), Procurement Manual (PM) and Finance Management Manual (FMM),
mandated by the sub-Decree of February 2007 for effective project implementation in coordination
with MEF (DIC). Raised awareness about implementation of Good Governance Framework.
Coordinated capacity building in project implementation and procurement issues.Update the
Monitoring and Evaluation Manual. Supported the framework of D&D Fiscal Decentralization in
MAFF, MRD, and MOWRAM and sensitized the ministries downward to the sub-nationalauthorities
on their evolving functions, responsibilities and prepare advisory notes on implications of fiscal
decentralization, de-concentration of functions and de-centralized service delivery.
(63)
Project: ADB Grant 0002 IND: Earthquake & Tsunami Emergency Support project
Year: 2008/09 Time Spent: 6.00 months
Location: Indonesia, Banda Aceh & Jakarta
Client: Asian Development Bank/BRR (Presidential Ad Hoc Agency)
Reference: Pieter Smidt, ADB Head of EMS: psmidt@adb.org Pak Amin Subekti, BRR,
Deputy Director Finance & Planning: amin.subekti@yahoo.com / amin.subekti@gmail.com
Main Project Features: Advising senior management of BRR on transition and exit strategies
Position Held: Policy & Strategy Advisor
Activities performed:Provided policy and strategic advice as required by senior management of
Badan Rehabilitasi dan Rekonstruksi (BRR). Implemented the policy & exit strategy of BRR, the
agency created by the President of Indonesia with responsibility for the US$7.2 billion reconstruction
and rehabilitation program in Aceh and Nias. Supported transitional plans for on-budget and off-budget
created assets to line ministries and local governments. Reviewed and coordinated the risk management
regime developed in the previous TA for the closure of the program. Produced plans, structures and
reports for senior and ministerial level decision makers in Government, which also included a
coordination role with major donors. Developed and supported transitionalplans for ADB, MDF
(managed by World Bank), JIBC, and AFD multi-year projects for transfer to central line ministries.
Advised on investment policy for future development of Aceh under BRR’s mandate, reviewed and
drafted governing regulations and advised on appropriate institutional structure with desired
competency and skill levels. Supported drafting of Presidential legislation to support the transition. In
conjunction with the policy and strategy team drafted BRR encyclopedia Chapter on “The Seven Keys
to Effective Aid Management in Indonesia’s Post-Tsunami Reconstruction”.Coordinated the work of
the Strategic team, including the asset management adviser and the legal adviser, in the transition and
closure of BRR. Designed and supported a HR strategy focused on retention, redeployment, re-skilling
Page 11 of 32
and termination of staff. Drafted BRR’s resignation address from the Co-Chair of the Multi Donor
Trust Fund (MDF) outlining lessons learned. Provided policy and strategic advice to Indonesia’s input
as Co-Chair to the “G20 Working Group 4: Reform of the World Bank and Multilateral Development
Banks”. Drafted the BRR publication “Overview Report” for the 4-year reconstruction and
rehabilitation program.
(62)
Project: ADB Grant 0002 IND: Earthquake & Tsunami Emergency Support project
Year: 2008 Time Spent: 3.00 months
Location: Indonesia, Banda Aceh & Jakarta
Client: Asian Development Bank/BRR (Presidential Ad Hoc Agency)
Reference: Pieter Smidt, ADB Head of EMS: psmidt@adb.org Pak Amin Subekti, BRR,
Deputy Director Finance & Planning: amin.subekti@yahoo.com / amin.subekti@gmail.com
Main Project Features: Advising senior management of BRR on transition and exit strategies
Position Held: Policy & Strategy Advisor
Activities performed: Responsible for coordinating the Transitional Policy and Strategy Advisory
team funded by the Multi-Donor Fund (MDF) and to plan the transitional phase of the President’s
executing agency BRR to meet its closure deadline of April 2009. Provided advice to BRR to achieve
transition of its physical interventions for rehabilitation and reconstruction since the disastrous
Tsunami and post separatist conflict in Aceh and Nias to national, provincial and local administrations.
Coordinated a high-level team focusing on (i) legal exit and transitional aspects, (ii) financial
management, (iii) asset management, and (iv) documentation, administration and reporting ,
culminating in legal closure of BRR operations and transfer of assets to national, provincial and local
administrations by modalities that will support sustainable budget positions. Introduced a risk
management regime to ensure a smooth, clean and effective exit from Aceh.
(61)
Project: Aceh Economic Development Financing Facility (EDFF)
Year: 2008 Time Spent: 0.25 months
Location: Indonesia, Banda Aceh & Jakarta
Client: World Bank / Multi Donor Trust Fund (MDF)
Reference:
Main Project Features: Evaluation of the EDFF as a modality to promote employment and
private sector participation in the future development of Aceh and Nias.
Position Held: Independent Evaluator ofthe Project Appraisal Document (PAD)
Activities performed: Evaluated and assessed with particular comments on the quality of the PAD
for the Economic Development Finance Facility (EDFF) financed through the Multi Donor Trust Fund
(MDF), managed by the World Bank, with regards to (i) Quality and quantity of information provided
in PAD: assessing whether there was sufficient and detailed information provided and recommending
what information or analyses was needed to improve the PAD, and (ii) Soundness of project design to
achieve the development objective: assessing whether each component was well-designed to contribute
to reaching the development objective and commented on how the design could be improved to better
achieve the goal. Identified which issues needed to be resolved prior to approval.
(60)
Project: Earthquake and Tsunami Emergency Support Project (ADB Package 30)
Year: 2007/08 Time Spent: 9.00 months
Location: Indonesia, Banda Aceh
Client: Asian Development Bank
Reference: Pieter Smidt, ADB Head of EMS: psmidt@adb.org, Andrew Duncan, Component
Manager: aduncan-indo@centrin.net.id , Graeme Bremner,Consultant
graemebrem@yahoo.com.au
Main Project Features: The project targeted the rehabilitation and enhancement of science in
senior secondary education by constructing more than 100 classrooms and supporting 395
schools across all 23 districts of the Aceh and Nias regions.
Position Held: Team Leader/Financial Management Specialist
Activities performed: Set up organization and financial management in the central PMU and district
Page 12 of 32
PIUs for the project. The project comprised three sub-components: (i) Sub-component 1: Provision of
selected Competency-Based Curriculum 2004, and later 2006, approved teaching and learning
materials (TLMs) for six subjects (physics, biology, chemistry, ICT, mathematics and English),
upgrading school libraries, and the training of library staff in 395 schools. (ii) Sub-component 2:
Construction of Sabang district “model” senior secondary school with capacity for 580 students, 180 of
them following a program for high achievers, and 30 teachers. The construction work comprised of
classrooms, ICT laboratory, auditorium, student boarding house, teacher residences,and security posts.
Additionally, sports fields and facilities, site finishing work and water tower with gravity-fed
reticulation system were also provided. (iii) Sub-component 3: Upgrading practical science, i.e.
physics, biology and chemistry, and ICT laboratories in 50 schools across 23 districts in Aceh and
Nias. Appropriate equipment and training of teachers in the application and use of the equipment was
also provided. Prepared full design and procurement documentation, including DED, owner’s
estimates, tender documentation and evaluation models in accordance with Keppres 80. Responsible
for 5 International and 105 National Consultants, sub-professional and support staff.
(59)
Project: Agricultural Rural Development Strategy – World Bank
Year: 2007 Time Spent: 2.00 months
Location: Solomon Islands, Guadalcanal, Malaita and IsabelProvinces
Client: World Bank, AusAID,European Community, Government of the Solomon Islands;
Ministry of Development Planning and Aid Coordination (MDPAC)
Reference: World Bank – Marianne Grosclaude mgrosclaude@worldbank.org , Lead
Consulting Firm: Joanna Edghill: Joanna.Edghill@landell-mills.com
Main Project Features: Designing a project for decentralization of agricultural interventions
Position Held: Financial Management and Project Implementation Specialist
Activities performed: Assisted the Team Leader, in consultation with the Solomon Islands
Government, European Commission, AusAid and World Bank, to design the project structure and
associated reports. Applied specialist international knowledge of provincial/local government funding
mechanisms to the outer islands of the Solomon’s. Ensured that the team was adhering to World Bank
reporting criteria and to guide the Team Leader on producing the Project Implementation Manual and
draft PAD. Reviewed the draft report section of the Finance Specialist and the Financial Management
Manual. Assisted the Financial/Economist Analyst from FAO under contract to the World Bank to
construct the project costing utilizing COSTAB. Produced the Project Implementation Plan. Completed
the Project Implementation Plan (PiP) for the World Bank. Examined opportunities for public/private
partnerships in the development of the agricultural sector for inclusion in the Master Plan.
(58)
Project: Central Region Environmental Improvement – ADB Loan No 2034-VIE
Year: 2006 Time Spent: 10.00 months
Location: Vietnam: Thanh Hoa, Ha Tinh, Dong Ha, Lang Co, Tam Ky and Quang Ngai
Client: Asian Development Bank/Ministry of Construction
References: Team Leader:McManus,Gerald M. < McManusGM@bv.com > Dr. Md. Arch
Do Tu Lan, Ministry of Construction, 37 Le Dai Hanh Street,Hai Ba Trung District, Hanoi
Main Project Features: Enhancing the management of Environmental Companies
Position Held: Tariff & Financial Management Specialist
Activities performed: Prepared national guidelines on tariffs for drainage wastewater, solid waste
and other municipal services. Assisted the Urban Infrastructure Department of Ministry of
Construction (UID) to conduct regional workshops, incorporating international experiences, on tariffs
(3 workshops - North, Central and South). Assisted UID in analysis and calculation of tariffs for urban
environmental management and other related infrastructure services and provided a FINPRO model
and manual for financial forecasting and tariff calculations for a range of municipal services . Assisted
URENCOs in 6 project towns in financial projections and evaluated adequacy of current tariff levels.
Recommended level and timing of tariff increases. Trained financial management staff of URENCOs
in 6 project towns in Financial Projection Model use. Procured and evaluated (i) Project Accounting,
(ii) Financial Management and Company Accounting and (iii) Financial Management Information
System software packages for the PCU, PMU and URENCOs. Produced manuals for the various
systems. Set up accounting and financial management systems in the PCU and 6 PMUs and for project
accounting and set up accounting and MIS systems in the URENCOs.
Page 13 of 32
(57)
Project: Metropolitan Sanitation and Health – ADB PPTA No 4763-INO
Year: 2006/07 Time Spent: 4.00 months
Location: Indonesia: Bandung, Banjarmasin, Batam,Cirebon, Makassar,Medan, Palembang,
Semarang, Surabaya, Yogyakarta
Client: Asian Development Bank/Ministry of Public Works
References: ADBProject Officer:Rudolf Frauendorf rfrauendorf@adb.org, Team Leader:
Roger Jackson rjackson@indo.net.id,
Main Project Features: Enhancement of sanitation services in metropolitan cities.
Position Held: Financial Economist
Activities performed: Assessed in detail each participating city’s: (a) financial management capacity;
and (b) financial performance, including borrowing capacity and debt service coverage ratios relating
to existing and potential new loans. Prepared financial projections, including revenues, operating and
capital expenditures, and debt repayment. Where wastewater collection and treatment is the
responsibility of the local water utility (PDAM), assessed in detail its: (a) financial management
capacity; and (b) financial state, including income statements, balance sheet and cash flow statements,
and existing loan repayments. Analyzed major constraints to the financial sustainability and the degree
of operational subsidies from the local government. Prepared measures for restructuring or
rescheduling loan arrears including the suitability of the ADB facility for debt restructuring. Prepared
financial projections, including revenues, operating and capital expenditures, and debt repayment.
Reviewed existing wastewater and solid waste tariffs (if any), identified deficiencies, and suggested
improvements in line with ADB’s position on tariffs, as summarized in ADB ERD technical Note # 9.
Analyzed the effective collection rates for various consumer types, including collection in case and in
kind (if any) as well as their existing collection rates and suggested ways to improve collection of
current bills and arrears. Assessed the costs of wastewater collection and treatment, and solid waste
management, and levels of cost recovery, and determine tariffs needed to ensure sustainable operations.
Discussed with cities a phased politically acceptable way of introducing cost recovery tariffs. Assess
options and the feasibility of transferring responsibility for wastewater services to the PDAM.
(56)
Project: Urban Infrastructure – ADB PPTA No 5433-BHU
Year: 2005 Time Spent: 1.50 months
Location: Bhutan
Client: Asian Development Bank / Ministry of Works, Housing & Settlements
References: ADBProject Officer:Tomoo Ueda tueda@adb.org Team Leader: John Croft
johncroft@bigpond.com Les Taylor, Water & Sanitation Expert: ltaylor@ecothai.co.th
Main Project Features: Expansion of city’s with appropriate water and sanitation services
Position Held: Economist
Activities performed: In accordance with ADB's Guidelines for the Economic Analysis of Projects
and the Handbook for Economic Analysis of Water Supply Projects developed the economic analysis
from detailed cost estimates (using COSTAB) and financing plans. Completed poverty impact
assessments for each project component, and for the overall Project. Economic analysis of the
sanitation and solid waste components were based on either benefit-cost analysis or on economic
analysis of meeting environmental quality standards, whichever was deemed more appropriate at the
time upon discussion with ADB. In addition (i) analysed the economic potential for water investment
and alternatives for sustainable O&M financing at the national and Dzongkhag (District) level, (ii)
Analysed and made reform recommendations regarding current policies at the national and Dzongkhag
level influencing urban services provision including inter alia subsidy tax and other distortionary
policies, (iii) Provided a water revenue and expenditure analysis and provided recommendations for
policy and institutional reforms, (iv) Reviewed and made recommendations regarding water tariffs with
respect to ADB’s position in tariffs in line with ADB’s ERD Technical Note Series No 9 Setting
Service Charges for Public Services, No 10 Beyond Recovery and related reports, (v) Provided support
to the Team Leader in reviewing and developing the overall project design and associated TORs. (vi)
Produced a report for ADB on the distribution of project benefits for Land Pooling.
(55)
Project: Strengthening National Program Budgeting - Agriculture ADB TA No 4428-CAM
Page 14 of 32
Year: 2005/06 Time Spent: 7.00 months
Location: Cambodia – All provinces and major towns
Client: Asian Development Bank / Ministry of Agriculture, Forestry & Fisheries
References: ADBProject Officer:Masahiro Otsuka motsuka@adb.org Lead Consulting
Firm: Mike Gutteridge mike.gutteridge@cardnoagrisystems.co.uk
Main Project Features: Designing and implementing an awareness and capacity building in
Medium Term Expenditure Frameworks and how they fit with Cambodia’s PFMRP
Position Held: Financial Management Specialist/Team Leader
Activities performed: Worked closely with Ministry of Agriculture, Forestry and Fisheries (MAFF)
working group for the implementation of MTEF. Assessed the status of the Government reformagenda
for Public Financial Management Reform Program (PFMRP) in close consultation with the Ministry of
Economy and Finance (MEF), MAFF, and external funding agencies involved in developing the PFM
reform agenda. Assessed MAFF's capacity at central and local levels for institutionalizing improved
and decentralized budget planning and management with sound accountability mechanisms, and for
promoting pro-poor service delivery. Clarified the status of the new process for the medium-term
expenditure framework (MTEF) in the agriculture sector in relation to MAFF's annual programming
and budgeting exercises, and priority action program. Formulated an overall approach and work plan
for the TA, and establish the specific roles and responsibilities of the relevant agencies and departments
in relation to the MTEF process. Helped formulate necessary guidelines and ministerial circulars for
improved program budgeting and devolved fiscal management required to effectively deliver pro -poor
support services, with particular attention to the local-level provision of agricultural research and
extension services. Identified the needs for awareness-building and training programs, and specified the
relevant subjects and inputs for strengthening the capacity of the staff of MAFF and other relevant
agencies in institutionalizing the MTEF process and related budgeting and review exercises linked to
the pro-poor development plan objectives. As Team Leader organized necessary awareness building
and training programs on the PFM reform initiatives of the Government for the relevant staff of MAFF
and other line ministries involved in agriculture and rural development at the central, provincial, and
district levels. Advised MAFF in designing appropriate information and monitoring system for budget
and public expenditures, in collaboration with information and monitoring systems specialists,
considering lessons learned in other countries. Served as a technical focal point for the new MTEF
process in the agriculture sector, and closely liaise with the technical working group of external
funding agencies for the agriculture and water sectors. Ensured that investment and disinvestment PPP
proposals for major companies under MAFF jurisdiction reflected government policy and strategy.
Provided timely recommendations for resolving issues encountered during TA implementation.
Ensured the quality and timely submission of all consultants' reports and working papers. Produced
three manuals:
 Accounting and Financial Management Manual
 Monitoring and Evaluation Manual
 Training Manual
(54)
Project: Agriculture Development – ADB AOTA No 4228-CAM
Year: 2004/05 Time Spent: 3.00 months
Location: Cambodia
Client: Asian Development Bank / Ministry of Agriculture, Forestry & Fisheries
References: ADBProject Officer:Masahiro Otsuka motsuka@adb.org Lead Consulting
Firm: Mike Gutteridge mike.gutteridge@cardnoagrisystems.co.uk Roger Oakeley
roger.oakeley@wyginternational.com Jim R Robinson jim.robinson@wychert.co.uk
Main Project Features: Raising awareness of the PFM Reform Program at central, provincial
and district levels
Position Held: Public Expenditure Specialist
Activities performed: Advised Ministry of Agriculture and Fisheries (MAFF) on ongoing initiatives
for budget management improvement and modernization to improve the delivery of services in the
agriculture sector. Assisted MAFF in formulating a program-based medium-term expenditure
framework (MTEF) for the agriculture sector, and in introducing the MTEF in planning and executing
budgets of central MAFF and its provincial departments, with particular attention to the budgetary
allocation for public extension services. Designed a system to track all funds for agriculture sector
expenditures (budget and off-budget, domestic and foreign, recurring and capital expenditures) in close
Page 15 of 32
coordination and dialogue with key stakeholders. Participated in meetings of the MTEF Task Force,
and served as a focal point for interagency coordination for budget reforms affecting the sector.
Organized workshops and seminars to raise awareness about reform initiatives in budget preparation,
execution, and review, regarding their impact on MAFF's ability to deliver services to the sector, and
possible steps to maximize the gains, and minimize the losses, from such initiatives.
(53)
Project: Road Sector Reform and Safety Improvement - AOTA No. 2850-FIJ
Year: 2004 Time Spent: 3.00 months
Location: Fiji
Client: Asian Development Bank / Ministry of Public Works
References: ADBProject Officer:Chris Wensley cwensley@adb.org , Team Leader: David
Lupton david@lupton.org
Main Project Features: Transitioning the roads sector from Public Works to a commercial
entity Department of National Roads as a precursor to the formation of the Fiji Roads
Authority.
Position Held: Financial Management Specialist
Activities performed: Proposed a financial structure that provided the financial and management
information required by the Department of National Roads (DNR) taking into account of the finance
management information system existing in some of the Government's Ministries (Ministry of Health)
that had a system compatible with the Government's Public Financial Management reform. Prepared a
transitional budget for DNR for approval by Ministry of Finance. In conjunction with senior
management in PWD and subsequently with the Department of National Roads produced a Corporate
Plan, incorporating policy formulation, regulatory framework and funding mechanisms, for the
formation of the National Roads Authority. Recommended financing methods for public/private
participation in infrastructure building and operation and maintenance. Prepared detailed plans for the
operational structure and procedures at all levels of the proposed new organization. Identified resource
needs including software, hardware and communications and subsequently designed tender
documents and assisted in the evaluation and contract negotiation on behalf of and in conjunction
with the Government’s tender board. Assisted in the identification of an appropriate timetable and
milestones for the change process and the general dissemination of information on the change process,
encouraging a positive and enabling view by staff, and developing a positive and businesslike culture.
Assisted the Human Resource Management Specialist to identify capacity building and training needs.
Produced a capacity building plan, subsequently approved by the Public Service Commission, and
designed a training program that included access to local courses and institutions, with long-term
strategies including access to degree courses in New Zealand Universities, with a short-term plan for
staff recruitment that met immediate capacity shortfalls.
(52)
Project: 2nd Towns Flood Protection – ABD PPTA No 4000
Year: 2004 Time Spent: 2.00 months
Location: Bangladesh
Client: Asian Development Bank / Ministry of Water Resources
References: ADBProject Officer:Hun Kim hkim@adb.org , Team Leader: Tony Aitken
taitken@bdcom.com Lead Consultant: Habib Khoury hkhoury@hydrosult.com
Main Project Features: Provision in selected secondary towns a relatively flood-free and
secure living environment within the framework of integrated urban environmental
management.
Position Held: Financial Economist
Activities performed: In accordance with ADB's Guidelines for the Economic Analysis of Projects
and the Handbook for Economic Analysis of Water Supply Projects developed detailed cost estimates
(using COSTAB) and financing plans, financial analysis (FIRR), economic analysis (EIRR), and
poverty impact assessments for each project component, and for the overall Project. Economic analysis
included least-cost analysis, benefit-cost analysis, identifying economic benefits and costs and risk
assessment.
(51)
Page 16 of 32
Project: Hera Port Fisheries Facilities Rehabilitation – ABD PCR No 40207
Year: 2004 Time Spent: 0.25 months
Location: Timor-Leste
Client: Asian Development Bank
References: ADBProject Officer:Thomas Gloerfelt-Tarp tgtarp@adb.org
Main Project Features: Post-conflict Reconstruction and Rehabilitation of Hera Port
Position Held: Financial Economist
Activities performed: Discussed with EA, ADB and other concerned agencies the implementation of
the project. Evaluated the cost and benefits of the project assessed the success of the project and
identified impediments to sustainability. Prepared the Project Completion Report (PRC).
(50)
Project: Institutional Strengthening Building for the Madhya Pradesh State Road Sector –
ABD PPTA No 4013
Year: 2004/05 Time Spent: 4.75 months
Location: Bhopal, India
Client: Asian Development Bank / Madhya State Government, Public Works
References: ADBProject Officer:Albab Akanda: aakanda@adb.org & Arun Bajaj
akmotwani@adb.org Team Leader: John Standingford johnstandingford@hotmail.com
Main Project Features: Transitioning the roads sector from Public Works Department to a
commercial entity MP Road Development Corporation (MPRDC) as a precursor to the formation
of the Madhya Pradesh Highway Authority under the Act for all State Highways
Position Held: Financial Specialist
Activities performed: Introduced financial management systems with work plan capabilities and
budgeting processes for state roads and PPP tolls roads with monthly, quarterly and annual reports.
Prepared guidelines for the reporting process. Prepared guidelines for road financing and
encouragement of private sector participation, and designed appropriate training programs. Designed a
methodology for the financial assessment of bidders for roads management, incorporating ADB’s
procurement guidelines. Reviewed status and modality of financing through the financial market and in
particular the issuance of Madhya Pradesh state bonds for designated income stream fromtolls roads.
Designed a Financial Management System, an instruction manual and sample financial accounting
statements. Assisted in procurement of appropriate accounting software and in the implementation of
the whole system for the new State Highway Authority. Produce a paper for ADB on guidelines for
PPP PQ applicants.
(49)
Project: Regional Development project (Phase II) – ABD PPTA No 3896
Year: 2003 Time Spent: 2.00 months
Location: Maldives
Client: Asian Development Bank /
References: ADBProject Officer:Eva Mayer-Hofer emayerhofer@adb.org Team Leader:
Keith Perry perrykd@attglobal.net Project Director: Andrew.Sloane@townland.com
Main Project Features: The project design promotes interventions that will increase water
supply, improve sanitation practices,manage solid waste,increase capacity for environmental
planning in the future and finally promote a regime within the Atolls of environmental
awareness.
Position Held: Financial Economist
Activities performed: In accordance with ADB's Guidelines for the Economic Analysis of Projects
and the Handbook for Economic Analysis of Water Supply Projects developed detailed cost estimates
(using COSTAB) and financing plans, financial analysis, economic analysis, and poverty impact
assessments for each project component, and for the overall Project. Economic analysis of the
sanitation and solid waste components were based on either benefit-cost analysis or on economic
analysis of meeting environmental quality standards, whichever was deemed more appropriate at the
time upon discussion with ADB. Monitoring indicators for capacity changes at the atoll and community
level were also developed. The project framework was used as a tool in developing the project in a
participatory manner, rather than developed after the design was completed.
Page 17 of 32
(48)
Project: Commercial Agricultural Development – ABD PPTA No 3949
Year: 2003 Time Spent: 2.50 months
Location: Nepal, Kathmandu and Eastern Nepal including 6 hill districts of Dhankota, Ilam,
Panchthar,Taplejung, Terathum, Udayapur and all 5 districts of the Terai: Jhapa, Morang,
Saptari, Siraha, and Sunsari.
Client: Asian Development Bank / Ministry of Agriculture
References: ADBProject Officer:Sinmer Sahni ssahni@adb.org Team Leader:Francesco
Goletti f.goletti@agrifoodconsulting.com
Main Project Features: Assist the Government in designing an investment project suitable
for external financing that focuses on enhancing income and employment opportunities
through increased and sustainable commercialization of agriculture. It promoted production,
processing, and marketing of high-value crops, and the capacity building of all stakeholders in
order to support and sustain the process.
Position Held: Agricultural Economist
Activities performed: Assessed current and future supply and demand prospects for high-value crops
and their value-added products, in both the domestic and export markets. Prepared detailed cost
estimates for the Project using the COSTAB computer software. Prepared model farm enterprise
budgets using the FARMOD computer software. Costed and assisted in the design of an approach that
assisted farmers, processors and traders move from a low level of commercialization to a higher level
of commercialization – this was achieved through the establishment of an alliance and a network
support mechanism, including access to agricultural credit. Identified project beneficiaries by income
groups, and indicated the likely distribution of project benefits among the various groups. In addition to
farm producers, financial analysis was also undertaken for processors, agribusinesses, and marketing
agents to assess the likely incentive structure for these stakeholders. Recommended leverage options
using ADB seed capital and equity substitution to encourage access to financing mechanisms and
public/private sector partnerships. Prepared an overall implementation schedule of the various project
components with supporting Gantt charts. Finally, provided detailed economic and financial analysis
including estimates of economic and financial internal rates of return as specified in Sections 35 and 36
of ADB’s Operations Manual. Highlighted the economic impact on the socially disadvantaged
members of the community. Produced contributions to overallproject reports/outputs. Reviewed the type
and volume of border trade and indicate adjustments required for Nepal to join the World Trade
Organization (WTO).
(47)
Project: Empowerment of Women – ABD PPTA No 3772
Location: Kathmandu
Period: 2003 Time Spent: 0.5 months
Position & Duties: Financial Analyst
Training of local Consultants and Counterpart staff in the use of COSTAB and finally assisting the
fact-finding mission with overall costing, financial and economic advice.
(46)
Project: Community based Water Supply & Sanitation – ADB Fact Finding Mission
Location: Kathmandu & Districts
Period: 2003 Time Spent: 1.0 months
Position & Duties: Financial Economist
Provided assistance during consultations and wrap up meeting regarding financial and economic aspect
of the proposed project. This assistance extended to the final preparation of the RRP, answering
questions raised in the MRM and SRC, and finally, assisting with key issues for loan negotiations. In
the field identified policy issues that will affect the financial and economic sustainability of the project
and provided an assessment of the Sector Analysis included as an appendixof the RRP. Participated in
discussions regarding poverty impact and affordability issues. Developed cost estimates for each of the
sample subprojects and the overall Project. Assessed financial viability and sustainability, institutional
and financing arrangements, funds flow, roles and responsibilities of each stakeholder, and levels of
subsidy. Prepared the Financial and Economic Analysis and Cost Estimates and Financing plan as an
appendix of the RRP.
Page 18 of 32
(45)
Project: Central Region Poverty Reduction – ADB AOTA No 33301-VIE
Location: Hanoi, Kon Tum, Quang Binh, Quang Tri, and Thua Thien Hue provinces.
Period: 2003 Time Spent: 5.0 months
Position & Duties: Public Finance Specialist
Conducted a Public Expenditure Review in selected districts/communes, producing a report containing
findings, and feeding these into key policy and practice principles for promotion of policy dialogue.
The focus was on (a) budgeting practices, (b) linkages between the local PER(s) and the national PER,
and (c) the extent to which national PER findings are implemented locally. Reviewed the fiscal aspects
of decentralization in the selected districts/communes and at provincial level, particularly with regard
to intergovernmental financing arrangements including grant transfer mechanisms and central and local
taxation policies and revenue sharing mechanisms. Planned and supervised an updated PER at the end
of the three-year TA phase to gauge development over the 3-year period. Findings will be fed into
planning for revised service delivery modalities in target communes.
(44)
Project: Promotion of Clean Technology – ADB PPTA No 3709-PRC
Location: Sichuan, Guizhous and Gansu Provinces, People’s Republic of China
Period: 2002/03 Time Spent: 1.25 months
Position & Duties: Economist
Prepared survey materials for assessing Clean Production (CP) investment needs with reference to
assessing the economic viability, enterprise scale and investment requirements. Developed
economic/financial criteria to identify PPP infrastructure projects within enterprise parks suitable for
external funding in conjunction with governance, financing and operational guidelines for a clean
technology investment fund. Reviewed local financing mechanisms to establish the potential for local
financing for equity to complement grants and loan funds from the central government and external
sources such as ADB. Reviewed policy framework and regulations of Enterprise Parks in 4 cities to
assess the regulatory framework for investment opportunities. Prepared a draft project framework for
the identified investment project, including overall objectives, technical options, management
requirements, environmental impacts (positive and negative), poverty reduction interventions, and
social objectives. Provide pre-feasibility economic assessments of identified projects appropriate for
external funding in decentralized and rural areas. The assessment included analysis of environmental,
social, and economic viability and was consistent with ADB Guidelines
(43)
Project: Community Based Water Supply & Sanitation – ADB PPTA No 3844-NEP
Location: Kathmandu, Nepal
Period: 2002/03 Time Spent: 2.75 months
Position & Duties: Financial Economist
Phase 1: Data Collection, Mapping, and Institutional Analysis
Assessed the total financial envelope available for the water and sanitation sector, including investment
from all potential sources including central Government, local government, aid pipelines and private
sector including community contributions. Collected and assessed community-level data on general
affordability and willingness to pay for water and sanitation improvements in each region through a
constructed sample survey. Analyzed the institutional strengths, weaknesses, budgets, and financial
capacities of DWSS, Department of Local Infrastructure and Roads (DOLIDAR), sample district
development committees (DDCs) and VDCs, Ministry of Planning & Public Works, Ministry of Local
Development, Ministry of Health, and other government agencies involved in the sector.Also, assessed
the institutional capacity of sample NGOs that could potentially be involved in the ensuing project.
Based on the findings of this analysis, prepared an investment prioritization framework for the sector.
Based on this framework, prepared a realistic draft sector strategy for discussion during phase II;
include short-, medium-, and long- term implementation and investment plans
Phase II: Design Through Consensus
Design a transparent modality for the flow of funds, both for civil works and procurement, which
included a review for the Basket Funding in the Education sector and an assessment of the SWAp
Page 19 of 32
approach to sector funding for rural water supply and sanitation; and an optimum strategy for O&M,
addressing institutional and financial sustainability issues, as well as the need for major repairs;
Phase III: Project Feasibility Assessment and Detailed Design
Conducted a financial and economic analysis, and poverty impact assessment, and developed cost
estimates for each of the sample subprojects and the overall project. Take into account the
environmental and health impacts of improved water, sanitation, and hygiene awareness. Pay careful
attention to the financial viability and sustainability, institutional and financing arrangements, funds
flow, roles and responsibilities of each stakeholder, and levels of subsidy. Designed a SWAp approach
for the funding mechanism to harmonize the donor procedures with that of the HMG/N .
(42)
Project: Road Sector Development – ADB PPTA No 3751-IND
Location: Madhya Pradesh, India
Period: 2002 Time Spent: 2.0 months
Position & Duties: Financial Analyst
Prepared a financial plan for funding road development and maintenance from various existing funding
sources and devised a strategy for future funding of routine and periodic maintenance, rehabilitation
and upgrading of the road network within the state.Evaluated and constructed a governance structure
for the same funding sources.For the program loan prepared an outline plan of new financial
management system, reflecting ADB’s Guidelines for Financial Governance and Management of
Investment Projects, for Highway Division/State Highway Authority as part of a institutional
reengineering plan, that is first addressing processes and subsequently looking at the overall structure.
In addition, carried out economic assessment and financial analyses of the investment component. For
the project processing,completed and calculated the costs of the project for rehabilitation and periodic
maintenance of 6 Corridors and an additional 1,900 Kms of State Highway, devised the funding
mechanism for the Bank loan. Based the new accounting systemon the ADB Disbursement Handbook
and the Operational Manual. Then devised and costed a plan for implementing a voluntary retirement
scheme and social safety nets for redundant and redeployed staff and workers. Designed and
implemented a financial management systemfor the PIU for the subsequent loan project and trained
PIU staff in its use.
(41)
Project: Rural Water Supply and Sanitation – ADB PPTA No 3688-CAM
Location: Phnom Penh, Cambodia
Period: 2002 Time Spent: 3.5 months
Position & Duties: Financial Analyst
Conducted financial analysis. Developed a financial policy for 5 subprojects, based on cost recovery
principles and the results of the social assessment, which will allow the communities to finance all their
expenses (O&M, and assumption of credit liabilities for financing investments) over the long term.
Reviewed costs of rural infrastructure to be supported by the RWSSP and determined its financing
requirements. Assessed the financial requirements for O&M of rural infrastructure and recommend
measures that improved O&M through community-based mechanisms, based on household
affordability and willingness to pay. Prepared a qualitative and quantitative analysis of subsidies, cross -
subsidies, and cost-sharing arrangements in each type of subproject, considering equity, affordability,
and beneficiary households’ willingness and ability to pay. Proposed flows of finance from the
Government to community groups, with detailed and specific recommendations for the flow of cash
through provincial and/or local institutions, and methods for accounting, audit, control, and
supervision. Prepared the financial projections for the subprojects for five years after the
commissioning of the project facilities. Prepared project income statements and computed the financial
internal rate of return for revenue-generating subprojects. All costs of environmental mitigation
measures and monitoring were incorporated into the subproject budgets. Prepared cost estimates and a
financing plan for the RWSSP using ADB COSTAB software. Prepared financial and economic
analyses of the RWSSP according to ADB Guidelines for the Economic Analysis of Projects and The
Economic Analysis of Water Supply Projects.
(40)
Project: Transport Sector Study – ADB PPTA No 3651-CAM
Location: Phnom Penh, Cambodia
Page 20 of 32
Period: 2001/02 Time Spent: 3.5 months
Position & Duties: Financial Analyst
Reviewed and assessed transport sector policy and regulatory frameworks. Reviewed transport sector
taxation and revenue structures, in particular fuel taxes as a source of general revenue. Reviewed road
user charges and the levels and forms of the charges. Examined the affect of the costs to the users of
the transport services, which have an important effect on the level of economic activities. Defined the
composition of the road vehicle fleet. Developed recommendations for a road user charge structure
which, as far as possible, would relate the user charges to the road costs attributable to each vehicle
type. Assessed the viability of establishing a dedicated fund for road maintenance, whereby all or part
of one or more specific revenue sources is automatically allocated to this task. Assisted MPWT in
working with the Ministry of Finance toward a workable, mutually acceptable solution. Reviewed the
proposed Toll road concession between Phnom Penh and Sihanoukeville and analysed the tariff
structure. Developed recommendations for a road user charge structure which, as far as possible, would
relate the user charges to the road costs attributable to each vehicle type. Linked the revenue streams to
PPP Investment in toll roads and PPP opportunities in civil aviation. Reviewed PPP Concessional
arrangements in the aviation sector for the two main airports. Devised financial equity and investment
models that would raise capital in Cambodia and overseas. Constructed a demand analysis and then
used it as a base for a focus on the aviation sector as a sub-sector of the study. Held workshops in the
form of user group sessions for all stakeholders and compiled a policy and future strategy for the
aviation sector. Proposed various reform measures for the sector with action plans for its achievement,
in the short, medium and longer terms. Identified the Investment Plan and proposed various options of
a financing plan. Devised a sub-sector reform program to bring the civil aviation under a structure
incorporating all forms of transportation. Reviewed the role of the Council of Ministers in the aviation
sector. Assessed in general terms of poverty alleviation, the main effects of transport projects and
improvements including the reduction of transport costs, provision of improved access for the poor,
and provision of employment opportunities in the construction, maintenance and operation of transport
facilities. Applied a Poverty Impact Analysis according to the new Bank policy outlined in it’s
Handbook for Integrating Poverty Impact in Economic Analysis of projects. Produced a poverty impact
assessment for the transport sector which was presented to a forum of all ministries and the World
Bank.
(39)
Project: Debt and Risk Management – ADB AOTA No 3390-PAK
Location: Islamabad, Pakistan
Period: 2001 Time Spent: 3.5 months
Position & Duties: Team Leader, Fiscal Management Specialist
As team Leader (i) managed and coordinated all TA inputs and activities of the consulting team; (ii) in
coordination with the information systems specialist communicated and liased with the government
and the bank on all matters related to the TOR of the consulting team; (iii) prepared, in cooperation
with the consulting team, all TA reports; and (iv) presented periodic progress reports to the TA director
and the steering committee. In debt management; (i) analysed the information systems and training
requirements for the DMU/treasury group; (ii) assisted the government in establishing and
institutionalising a DMU/treasury group in the Finance Division to handle the debt management of the
consolidated debt portfolio; (iii) prepared a detailed work description for the DMU/treasury group and
each member; (iv) developed a treasury and risk management (debt management) program for the
DMU/treasury group and, with assistance from a computer programming expert, developed s ystems
required to carry out the program; (v) designed and provided training in the systems developed; (vi)
provided training to other senior officers of the Ministry of Finance & Economic Affairs in concepts of
debt management; (vii) designed reports for use by the cabinet, senior ministry staff, the State Bank of
Pakistan and Donors; (viii) Drafted a policy for the government on annual and medium-debt strategies;
designed report structures, in conjunction with budgetary functions across government; (ix) analysed
data flow structures across government related to debt management; (x) prepared manuals to cover the
whole debt management system. In risk management; (i) analysed exposure structure and
recommended appropriate instruments for liability management in MoF; (ii) developed risk
management policies and manuals; and (iii) provided training in application of analytical tools and
instruments for risk management.
Page 21 of 32
(38)
Project: Hera Port Rehabilitation – ADB PPTA No C10364-ETM
Location: Dili, East Timor
Period: 2001 Time Spent: 0.75 months
Position & Duties: Economic & Financial Analyst
Assessed the potential number of fishers and their skills-base suitable for engagement in fisheries
activities over and above the subsistence level in the provinces adjacent to Dili. Constructed a realistic
development scenario for the entrance of new or existing vessels to enter the pelagic fisheries based on
available fisheries stock data. Calculated the economic and financial viability of potential vessel types
to target the pelagic fisheries based on recent fisheries trials and assessment, assuming that a certain
percentage of economic rent from the fisheries will be applied. Recommended the most efficient user-
fee system for the cost-recovery of the rehabilitation investment and future up-keep costs for the Hera
port basin and surroundings. Prepared the economic and financial rates of return for the proposed
project (using COSTAB). Prepared all the necessary core appendixes as requested in a normal RRP.
Wrote-up the relevant sections in the project proposal e.g. financial and economic analysis, economic
return, etc. Applied a Poverty Impact Analysis according to the new Bank policy outlined in its
Handbook for Integrating Poverty Impact in Economic Analysis of projects.
(37)
Project: Harmonization and cooperation of government and bilateral grant donors in
agriculture, health and education – for: British Government – DFID, The Netherlands,
Sweden – SIDA, Norway – NORAD, Finland & Switzerland
Location: Hanoi, Vietnam
Period: 2001 Time Spent: 3.0 months
Position & Duties: Public Financial Management Specialist
In the position of Public Financial Management Specialist, produced a strategic framework for the
Vietnamese government and donorpolicies on management, accountability, visibility, as an initiative
for harmonization of government-donorODA procedures.
In that project designed an operational framework covering appraisal and approval procedures;
delegation of authority; requirements regarding environmental impact assessments,cost-benefit
analysis, contractualprocedures; procurement regulations; output indicators, and monitoring and
evaluation. In addition, identified the financial framework concerning financial procedures; auditing;
reporting; liquidity planning; disbursement; and delegated authority. Identified the project cycle within
the Vietnamese Government and compared the approach to the international cycle of aid, in particular
identification, appraisal, implementation and evaluation.
Assessed the effectiveness ofthe Public Expenditure Review (PER) at both central and provincial
levels, determining the constraints to development of new modalities for aid interventions.Produced a
peripheral study examined in depth the ramifications of the sectorwise approach (SWAp) which
incorporated a world wide approach,research and assessment.
(36)
Project: Kalni-Kushiyara River Management Project ADB PPTA No 3267-BAN
Location: Dhaka, Bangladesh
Period: 2000/01 Time Spent: 3.0 months
Position & Duties: Economist/Financial Analyst
Assisted in the preparation of a project framework, describing the goal of the Project, its purpose and
specific objectives, expected project outputs, and project inputs, in quantitative measurable terms to the
extent possible, using the Logical Framework for ADB Assisted Loan and Technical Assistance
Projects, September 1999. Evaluated the overall project and its individual components using COSTAB
and FARMOD models in carrying out the economic and financial analysis. Applied the Bank’s
Guidelines for the Economic Analysis of Projects to a feasibility study carried out by the Canadian
International Development Agency (CIDA) and prepared the project for a Joint-financing operation.
Reviewed previous studies and established without project conditions. Reassess ed prices of all project
inputs and prices of major expected outputs to determine if there had been any change in relative
prices; determined border price equivalents of traded project inputs and outputs; determined prices of
Page 22 of 32
non-traded project inputs and outputs; calculated the standard conversion factors and shadow exchange
rate factor; calculated the net present values and internal rate of return for the proposed project
components and overall project; carried out sensitivity and risk analysis. Developed a methodology for
assessing the following benefits: increased agricultural production (primarily dry season rice
production); general improvements in socio-economic infrastructure; increased fisheries production;
and improved river navigation. Detailed estimates were provided for all project benefits over the life of
the project. In addition, the incidence of project costs and benefits for the project were analyzed to
determine the impact on the incomes of beneficiary groups, on government revenues and cos ts, and net
foreign exchange expenditures of the government. The direct and indirect employment generated by
the project was calculated. Major project risks were assessed and included: slippage in the construction
schedule, cost overrun for major civil works, significant decreases in the international price of rice,
social disruption in the project area, extreme hydrological events, failure of the proposed institutional
mechanism in terms of cost recovery and lower than expected flood attenuation. In addition devised a
financial management system, including administration of cost recovery mechanisms, auditing and
internal control for a new institutional structure tasked with the overview and implementation of the
project. In addition, returned in the year 2001 to complete a Poverty Impact Analysis according to the
new Bank policy outlined in it’s Handbook for Integrating Poverty Impact in Economic Analysis of
projects.
(35)
Project: Efficiency Enhancement of Fiscal Management ADB AOTA No 3066-BAN
Location: Dhaka, Bangladesh
Period: 2000 Time Spent: 2.0 months
Position & Duties: Financial Management Specialist
As team Leader of the SOE component (i) managed and coordinated all TA inputs and activities of the
consulting team; (ii) in coordination with the information systems specialist communicated and liaised
with the government and the bank on all matters related to the TOR of the consulting team; (iii)
prepared, in cooperation with the consulting team, all TA reports and project manuals; and (iv)
presented periodic progress reports to the TA director and the steering committee. Reviewed the
existing SOE system of recording, updating, monitoring, analysis, and reported the financial
data/conditions of SOEs (both for financial SOEs and nationalized commercial banks [NCBs], and
non-financial SOEs). Analysed according to three major kinds of losses or debt obligations incurred to
the government by SOEs in the forms of (a) non-performing loans (NPLs) of financial SOEs, (b)
sovereign guarantees incurred to the government under the production sharing contracts (PSCs) and
power purchase agreements (PPAs) between SOEs and foreign investors, and (c) general losses or
contingent liabilities of SOEs. Compared the existing system with similar systems in other countries
and identified the deficiencies of the existing system in order to improve it. Designed a computerized
system for systematic and timely recording, updating, monitoring, analysis, and reporting of SOE
financial data/conditions (including the three major kinds of SOE debt obligations listed above).
Assessed and evaluated the impact of the three major kinds of SOE debt obligations on the
government fiscal position and the impact of SOE privatization on their budget. Proposed the
sequence, timetable, and institutional and policy changes needed for the new system designed.
Organized a workshop to discuss and disseminate the findings of the study. Provided training courses
in this area to MOF staff.
(34)
Project: Basic Social Services, Education & Health ADB Appraisal Mission
Location: Federated States of Micronesia
Period: 2000 Time Spent: 0.75 months
Position & Duties: Financial Analyst
Reviewed the PPTA proposal on Education, Health & Social Services as part of an appraisal mission.
This included the revision of costs estimates, financing plan and budget forecasts for the mobilization
campaign promoting education, performance orientated employment conditions for teachers, and the
strengthening of the teacher/school monitoring support system. Revised all costs and calculations,
examining budgeting systems and financial planning methodologies and systems.
Page 23 of 32
(33)
Project: Manila Water Supply Project III (MWSP III), Philippines Government
Location: Quezon City, Philippines
Period: 2000 Time Spent: 1.5 months
Position & Duties: Institutional & Financial Specialist
Reviewed the policy and regulatory environment of the water sector and the Public/Private
Participation regime in the Philippines. Designed an institutional structure that will support both the
implementation and O&M phases of the project. Duties also included the assessment of public/private
joint venture partnership in various formats; BOT, BT, BOO, Management Contracts and long term
concession agreements. In addition contributed to the design of the information memorandum for
release to potential investors. Designed the “Road Map” for the Government to follow to the letting of
contract whether BOT or otherwise utilizing domestic and international financial markets through the
issuance of IO and Bond issues to supplement concession agreements.
(32)
Project: West Henan Agricultural Development ADB PPTA No. 3028-PRC
Location: Henan Province, People’s Republic of China
Period: 2000 Time Spent: 1.0 months
Position & Duties: Financial Analyst
Reviewed previous financial reports on pilot enterprises and updated balance sheets, and profit and
loss accounts. Analysed the effects of the Enterprise+Household production model in agriculture,
horticulture, water and irrigation sectors. Conducted thorough financial investigation into several
supporting SOEs. Assessed key financial ratios for each company and expressed an opinion on its
viability. Assessed payback periods and revised cash flow projections. Restructured loan terms and
conditions. Assessed EIRR and FIRR utilising COSTAB and Excel, including sensitivity analysis.
Trained Pilot Enterprises in cash flow forecasting.
(31)
Project: Institutional Strengthening ofthe State Secretariat ofCivil Aviation ADB
AOTA No. 2706-CAM
Location: Phnom Penh, Siem Reap, Cambodia
Period: 1999 Time Spent: 5.5 months
Position & Duties: Financial Management Specialist
Reviewed existing operational and financial recording systems and identified weaknesses, made
recommendations for improvement where system deficiencies were identified. Prepared commercial
financial statements for the most recent fiscal year based upon information available and researched.
Prepared a detail business plan for five years commencing FY 1999, including one for Siem Reap.
Produced financial analysis of all airports in Cambodia and of the sector as a whole. Recommended
strategic time bound actions to split the sector into 3 distinct entities, regulatory, Air Navigation
services delivery and airport operations. Prepared a detailed monthly timetable, reflecting tasks
required and deadline dates for the preparation of monthly financial statements. Designed and
implemented a financial accounting recording system, using a computerised general ledger package.
Supervised and trained staffs to collect and process the necessary source data and prepared a detailed
policy, procedures and guidelines manual. Reviewed, modified and introduced tariff setting
methodologies.
(30)
Project: Industrial Technology Human Resource Development project (Phase II)
Location: Jakarta, Indonesia
Period: 1999 Time Spent: 0.75 months
Position & Duties: Project Management Specialist
For OPCV developed to final submission stage a technical proposal for Phase II of the ITHRD Loan
project from ADB. This included the research of economic and industrial trends in Indonesia and the
effect of the economic crises. Identified tasks, responsibilities and organisational structure for the
Page 24 of 32
consultant to meet the terms of reference, as part of a generic methodology appropriate for the project
(29)
Project: North West Frontier Province Urban Development TA No 2940-PAK
Location: Peshawar, NWFP, Pakistan
Period: 1998/99 Time Spent: 4.5 months
Position & Duties: Institutional & Project Financial Specialist
Engaged principally as the Project Financial specialist on this Sector Reform project for the NWFP.
These tasks were expanded to provide input on an Urban Development Sector Policy Statement, a
review of the existing institutional framework at provincial and local levels for the delivery of
infrastructure services, leading to an Urban Development Sector Action Plan for reform. Formulated a
Sector Program Loan proposal to support the necessary reforms and associated capacity building,
including the creation of an Urban Development Fund. The focus was on reducing public investment
and expanding opportunities for private sector participation and covered urban planning, sanitation,
water, solid waste disposal, roading and power. Reviewed and assessed administrative capacity in 7
local government administrations and within relevant departments of the provincial government.
Reviewed options and derived recommendations regarding the future institutional arrangements for
management and administration of various infrastructure systems for the whole of the Provincial
Government. Identified potential costs of staff rationalisation and displacement and recommended
funding mechanisms and costs reduction strategies. These recommendations formed the basis for a
Bank structural program loan to facilitate the sector reform and implementation of the action plan. The
project based the study around 7 urban towns throughout the province. The recommendations were
then implemented and tested in one of these towns by identifying investment projects in sanitation,
water, solid waste disposal or roading for that town that would qualify for financing under the urban
Development Fund criteria. These projects were subjected to pre-determined criteria for participating in
Bank financing and subjected to FIRR and EIRR evaluation. Utilised the Bank’s “CostTab” computer
based project costing methodology.
(28)
Project: Tariff Restructuring and Modelling
Location: Auckland, New Zealand
Period: 1998 Time Spent: 3.0 months
Position & Duties: Financial Analyst
Created a financial model using SAP DataBase and Essbase - an Excel add-in - to facilitate the
allocation of Line Business Costs in tariff methodology. This included Operation and Maintenance
costs,overheads,depreciation and interest on Notional debt across customertype to ensure a rational
approach to the allocation of costs i.e. LV, HV, DIST, etc to appropriate customer categories in the
calculation of tariffs. The scope of the project was further developed to derive the Accounting Rate of
Profit that should be made. The thrust was to ensure that each customer category contributed an
appropriate and equitable revenue to cover investment in the Optimised Deprival Value of Assets
employed by that group of customer class i.e. Residential (Urban & Rural), Business and unmetered.
Further duties included P&L and Balance Sheet restructuring to allow for a separate Line Business
company having due regard to asset valuations and allocation of costs for Customer Value Analysis.
Involved in debating methodology for the actual tariff structure and once structure was identified
determined actual tariffs acceptable to stakeholders.Additional duties included an assessment ofthe
investment policy model, including customer investments and services -process, management,
reporting and reviews. Assessed the threat of bypass operations and provided a competitor analysis,
including financial performance.
(27)
Project: Sanitation Master Plan for Port Vila– TA No 2597-VAN
Location: Port Vila, Vanuatu
Period: 1997/98 Time Spent: 2.0 months
Position & Duties: Institutional Specialist
Engaged as the institutional specialist on the formulation of a 15-year Sanitation Master Plan for Port
Vila. The project covered the sanitation, water, solid waste disposal and relevant energy issues.
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A Master CV June 2016

  • 1. Page 1 of 32 BIODATA 1. PROPOSED POSITIONFORTHIS PROJECT 2. NAME OFFIRM 3. NAME OFEXPERT Terry O’DONNELL (ADB CMS Registration No 009648) 4. DATE OFBIRTH & CITIZENSHIP 16 November 1950 // New Zealander and British CONTACTDETAILS P.O. Box 301241, Albany, Auckland, New Zealand 38 Merlot Drive, Napier, New Zealand 15 Prescot Street,New Brighton, Merseyside, UK TELEPHONE NUMBER Roaming: ++64 21 979 634 please request current phone number and fax by email EMAIL ADDRESS terryod@terryodonnell.org 5. EDUCATION MBA, University of Liverpool, UK 2005 BSc (Economics), University of London, UK 1989 ACIM Chartered Institute of Corporate Managers, 1985 ACIS Chartered Institute of Secretaries, 1982 DPA, Millbank of Commerce, Liverpool, 1972 6. OTHER TRAINING Skilled user of Microsoft Word, Excel, Project, Visio, ADB “COSTAB” computer-based project costing methodology and ADB “FARMOD” for simulating agricultural impacts. 7. MEMBERSHIP OF PROFESSIONAL SOCIETIES Associate,Chartered Institute of Secretaries, since 1982 Associate,Institute of Corporate Managers,since 1985 Associate,Institute of Asset Management, since 2015 8. COUNTRIES OFWORK EXPERIENCE Bangladesh, Bhutan, Brunei, Cambodia, China (PRC), East Timor, India, Indonesia, Laos PDR, Maldives, Mongolia, Myanmar, Nepal, Pakistan, Philippines, Singapore, Tajikistan, Vietnam. Federated States of Micronesia, Fiji, Republic of Kiribati, Solomon Islands,Tonga, Tuvalu, Vanuatu, Western Samoa, PNG, New Caledonia and Tahiti. Belgium, France, Hungary, Turkey, United Kingdom. Australia, New Zealand, United States of America. 9. LANGUAGEAND DEGREE OF PROFICIENCY English – excellent (mother tongue) Bislama - excellent French – basic Khmer - Basic 10. EMPLOYMENT RECORD (Projects listed below in section 11) August 2015 to date FREELANCE CONSULTANT Providing policy and strategy advice, public financial management and budgeting expertise, financial and economic analysis, project management and team leadership, institutional strengthening and capacity building transferring skills and knowledge, and sectoranalysis leading to public sector reform initiatives for projects and programs in developing and developed economies mainly funded by multi-lateral and bi-lateral aid agencies. May 2011 to July 2015 4-years WYG INTERNATIONAL UK Director Asia/Pacific Continuing to provide public financial management and policy advice along with financial and economic analysis of development projects togetherwith business development. Team Leadership and Director of multiple projects. April 1998 to May 2011 14-years FREELANCE CONSULTANT Providing policy and strategy advice, public financial management and budgeting expertise, financial and economic analysis, project management and team leadership, institutional strengthening and capacity building trans ferring skills and knowledge, and sectoranalysis leading to public sector reform initiatives for projects and programs in developing and developed economies mainly funded by multi-lateral and bi-lateral aid agencies. December 1992 to KPMG PEAT MARWICK, MANAGEMENT CONSULTANTS Auckland, New Zealand
  • 2. Page 2 of 32 March 1998 6-Years Director, International & Economics Division, with special responsibilities of overseas assignments in the areas of:  Economic & financial analysis, project feasibility, assessment, appraisal and implementation  Financial management and accounting, financial analysis, management information systems development in public, corporate and commercial entities  Institutional development in public sector reform, including commercialisation and corporatisation of public authorities and government departments September 1989 to November 1992 3-years FOREIGN & COMMONWEALTH OFFICE, BRITISH GOVERNMENT [ODA/DFID] Port Vila, Vanuatu – TCO Financial Consultant Independent Consultant financed by DFID providing the service of Financial Analyst/Adviserto the Vanuatu Government moving from project to project as required. Responsible for advice on a wide range of issues regarding public and private sectorinvestment reporting to the Prime Ministers, Minister of Finance and Minister for Natural Resources. September 1987 to August 1989 2-years MELANESIAN INTERNATIONAL TRUST COMPANY [Owned by Barclays,HSBC and ANZ Banking Corporation] Port Vila, Vanuatu - Manager, Corporate & Trust Services Responsible for the whole range of corporate and trust services, serving as Director and trustee on many corporate entities and trusts, with added responsibilities as Managing Director of two merchant banks,Director of several banks and Company Secretary of ANZ Banking Corporation (Vanuatu) Ltd. January 1987 to August 1987 0.75- years COUNTRYWIDE BANKING CORPORATION Hamilton, New Zealand – Regional Manager Responsible for commercial, merchant and consumer banking in the Waikato and King Country provinces of New Zealand. January 1984 to December 1986 3-years BARCLAYS BANK (NZ) LIMITED Hamilton, New Zealand - Regional Manager Responsible for establishing the first Barclays regional merchant banking operation outside Auckland. Responsible for analyzing venture capital projects, restructuring of clients’ balance sheets through innovative financing projects through the use of the bank’s finance companies, trade finance expertise, foreign exchange and money market operations. Providing financial services to high net worth individuals. January 1980 to December 1984 5-years ENERGY RESOURCES INTERNATIONAL Hamilton, New Zealand - Company Secretary and Financial Controller Responsible for legal compliance of the company and board of directors, the areas of commercial risk management of International Trading, procurement and manufacturing, as well as financial and management accounting, financial analysis and planning, togetherwith staff management. November 1976 to December 1979 3-years ECONOMICS LABORATORY NZ LTD Hamilton, New Zealand - Company Accountant Responsible for the overall financial management of the company, including cost control, cash flow management, financial reporting and compliance with statutory requirements, the development of five year plans and reporting to the head office in the United States of America. July 1975 to October 1976 1.25 years MARAC FINANCE LIMITED Hamilton New Zealand - Branch Accountant Responsible for all branch financial reporting to head office and advising branch staff on lease repayments, factoring and HP agreements. 1973 to 1975 SELF EMPLOYED ACCOUNTANT Liverpool, England As a Consultant obtained a long term contract with McGregor Swire Air Services in international freight industry.Contract was to reorganize the accounts receivable systemof billing, collection and recording of international
  • 3. Page 3 of 32 and domestic debtors. 1972 to 1973 PROVIDENT FINANCE COMPANY Liverpool, England - Assistant Branch Manager Responsible for managing 35 agents securing new business and chasing bad debts. 1967 to 1972 LIVERPOOL CITY TREASURY Liverpool, England - Project Auditor Initially responsible for the audit of 35,000 salaries and wages and on promotion joined the project audit team. 11. PREVIOUS WORK ILLUSTRATING CAPABILITY TO HANDLE TASKS ASSIGNED Mr. O’Donnell has over forty years’ experience in finance, economics and financial management, at all levels of theproject cycle – project identification, fact-finding, appraisal, assessment, economic & financial analysis, implementation and harmonization. Following is detailed information about the 79 development projects in which Mr. O’Donnell has been involved. Summary of Projects Listed: Project # Year Client Location Project or Duties 79 2016/17 ADB AOTA 9086 Pacific Islands Financial ManagementSpecialist, CB & OTJ problem solving 78 2016 ADB PPTA 8923 Tuvalu Financial Specialist, Maritime Infrastructure 77 2016 ADB PPTA TA-8887 Kyrgyzstan Financial Analyst, Roads Development 76 2015/16 ADB PPTA 8690 Nepal Agricultural Economist, Agriculture Value Chain 75 2014/15 DFAT Australia Philippines Team Leader, Professionalizing the PFM w orkforce: Phase 2 – Development of the PFM Certificate program 74 2014 ADB PPTA 8330 Myanmar Financial Specialist, Completing FMA on MOC and PW 73 2013/15 ADB TA 7554 Indonesia Economist, Evaluation of the Use of Special Autonomy and Oil and Gas Funds for Education in Aceh 72 2013 AusAID Philippines Budget Expert, Professionalizing the PFM w orkforce: Phase 1 – Development of the PFM Competency Framew ork 71 2013 ADB PPTA 8299 Mongolia Economist, Skills for employment 70 2012/13 ADB PPTA 7980 Tajikistan Economist, Building Climate Resilience in Pyanj River Basin 69 2012 World Bank Tajikistan PFM Analyses Expert andTeam Leader, Public Expenditure and Financial Accountability (PEFA) 68 2012 European Union Solomon Islands PFM Analyses Expert, Public Expenditure and Financial Accountability (PEFA) 67 2012/14 ADB Grant 0222-CAM Cambodia Team Leader/PFM, PFMRP in Rural Dev. Ministries 66 2012 CIDA/AusAID Cambodia Team Leader/Strategy Advisor, SAWImplementation 65 2009/12 Samoan Government /AusAID/NZAID Samoa Team Leader/Institutional DevelopmentAdvisor, Cabinet/PM advisory 64 2009/11 ADB Grant 0133-CAM Cambodia Team Leader/PFM , PFMRP in Rural Dev. Ministries 63 2008/09 ADB ETESP S16445 Indonesia Policy & Strategy Adviser, Closure & Exit of BRR 62 2008 ADB ETESP S15024 Indonesia Policy & Strategy, Transitionalplan for President’s BRR 61 2008 World Bank EDFF Indonesia Evaluator, Aceh Economic Development Finance Facility 60 2007 ADB ETESP Project 30 Indonesia Team Leader/Financial Mgt, Schools Rehabilitation 59 2007 World Bank SIRDP Solomon Islands Financial Management, Project Implementation Specialist 58 2006/07 ADB Loan 2034 Vietnam Tariff & Financial Management Specialist -Environment 57 2006/07 ADB PPTA No 4763 Indonesia Financial Economist, Metropolitan Sanitation & Health 56 2005 ADB PPTA No 5433 Bhutan Economist, Urban Infrastructure 55 2005/06 ADB AOTA No 4428 Cambodia Financial ManagementSpecialist/Team Leader, Strengthening National Program Budgeting in Agriculture 54 2004/05 ADB AOTA No 4228 Cambodia Financial ManagementSpecialist, AgriculturalDevelopment 53 2004/05 ADB AOTA No 2850 Fiji Financial ManagementSpecialist, Road Sector Reform 52 2004 ADB PPTA No 4000 Bangladesh Financial Economist, 2nd TownsFlood Protection 51 2004 ADB PCR C40207 Timor-Leste Economist, Fisheries & Ports Rehabilitation 50 2004 ADB AOTA No 4013 India Financial Specialist, InstitutionalStrengthening 49 2003 ADB PPTA No 3849 Maldives Financial Economist, RegionalDevelopment 48 2003 ADB PPTA No 3949 Nepal Financial Economist, AgriculturalDevelopment 47 2003 ADB PPTA No 3772 Nepal Financial Analyst, Empow erment of Women 46 2003 ADB FFM Nepal Economist, Community Based Water & Sanitation 45 2003/05 ADB AOTA No 3772 Vietnam Public Financial Specialist, CentralRegion Poverty Reduction 44 2002/03 ADB PPTA No 3079 China Economist, Promotion of Clean Technology 43 2002/03 ADB PPTA No 3844 Nepal Financial Economist, Community Based Water & Sanitation
  • 4. Page 4 of 32 42 2002 ADB PPTA No 3751 India Economist & Financial Analyst, Road Sector Development 41 2002 ADB PPTA No 3688 Cambodia Financial Analyst, RuralWater Supply and Sanitation 40 2001/02 ADB AOTA No 3651 Cambodia Financial Analyst, Transport Sector Study 39 2001 ADB AOTA No 3390 Pakistan Team Leader, Fiscal management Specialist, Debt & Risk Management 38 2001 ADB PPTA C10364 ETM East Timor Economist & Financial Analyst, Fisheries & Ports rehabilitation 37 2001 British Government (DFID), The Netherlands, Sw eden (SIDA), Norw ay (NORAD), Finland & Sw itzerland (SDC) Vietnam Public Financial ManagementSpecialist, harmonization and cooperation of government and bilateral grant donors for ODA procedures, with case studies in forestry, health and education 36 2000/01 ADB PPTA No 3267 Bangladesh Economist, Kalni-Kushiyara River Management 35 2000 ADB AOTA No 3066 Bangladesh Fiscal ManagementSpecialist, Review of State Ow ned Enterprises 34 2000 ADB PPTA C00426 Federated States of Micronesia Financial Analyst, Basic SocialServices Project – Education and Health. 33 2000 Philippines Government Philippines Institutional& Financial Specialist, Laiban Dam, w ater & pow er generation. 32 2000 ADB PPTA No 3281 China Financial Analyst, West Henan AgriculturalDevelopment 31 1999 ADB AOTA No 2796 Cambodia Financial ManagementSpecialist, Institutional Strengthening of Civil Aviation 30 1999 OPCV/ADB Loan 1433 Indonesia Project Manager, Indonesia IndustrialTechnology Human Resource Development project (Phase II) 29 1998/99 ADB PPTA No 2940 Pakistan Financial & Institutional Specialist, North West Frontier Province Urban Development 28 1998 Mercury Energy New Zealand Financial Analyst, Tariff re-structuring and company/enterprise modelling 27 1998 ADB AOTA No 2597 Vanuatu Institutional& Financial Specialist, Sanitation Master Plan for Port Vila – 26 1997 ADB Loan No 1433 Indonesia Team Leader, Financial/Economic Analyst,Restructuring of Research Institutes 25 1997 ADB PPTA No 2703 Samoa Financial Analyst, Housing Sector Study 24 1997 ADB PPTA No 2497 Kiribati InstitutionalSpecialist, Sanitation, Public Health & Housing project – Fact Finding Mission 23 1995/96 ADB AOTA No 2245 Fiji Institutional& Financial Management Specialist, Fiji Housing Authority Restructuring, 22 1994/98 New Zealand Government Tuvalu Director of the Tuvalu Trust Fund 21 1996 ADB PPTA No 2497 Kiribati Institutionaland Policy Specialist, Health, Sanitation & Housing 20 1995 Brunei Government Brunei Financial & Economic Analyst on Urban Development Project 19 1994 World Bank Turkey Financial Analyst, Labour restructuring program 18 1994 ADB PPTA Marshall Islands Financial Analyst, Seconded by KPMG to this project 17 1993 New Zealand Government Laos Team Leader, Banking Supervision and Audit Training Project. 16 1993 ADB PPTA China Financial & Economic Analyst, Fact-finding mission – environmental manufacturing 15 1993 ADB PPTA China Financial & Economic Analyst, Appraisalmission - environmental manufacturing 14 1993 Solomon Islands Electricity Authority Solomon Islands Financial & Economic Analyst Independent tariff review for the Asian Development Bank. 13 1992/93 British Government ODA Vanuatu Financial Adviser TCO, to the Minister of Lands for an Urban Land Management project. 12 1989/92 British Government ODA Vanuatu Finance Director, Vanuatu Housing Corporation 11 1989/90 British Government ODA Vanuatu Financial Analyst, Review of the Pow er Sectorresulting in a briefing paper for the Council of Ministers 10 1989/90 British Government ODA Vanuatu Institutional& Financial Management Specialist, Established the National Bank of Vanuatu 9 1989/90 British Government ODA Vanuatu Institutional& Financial Management Specialist, Established the Domestic Airline of VANAIR 8 1989/90 British Government ODA Vanuatu Chief Executive & Finance Director, of Air Vanuatu the country’s internationalairline 7 1989/90 British Government ODA Vanuatu Financial ManagementSpecialist, Minister of Finance representative on the Board of Vanuatu Development Bank 6 1989/90 British Government ODA Vanuatu Financial ManagementSpecialist, Minister of Finance representative on the Board of Vanuatu Abattoirs 5 1989/90 British Government ODA Vanuatu Financial Analyst, Study and share valuation on Tour Vanuatu Ltd in the tourist sector
  • 5. Page 5 of 32 4 1989/90 British Government ODA Vanuatu Financial Analyst, Financialanalysis on the Vanuatu Commodities Board 3 1989/90 British Government ODA Vanuatu Financial Analyst, Study for the Government on purchasing of Soluble Kava Technology and exporting to the USA 2 1989/90 British Government ODA Vanuatu Financial & Economic Analyst, Reviewed the CDC/Govt Tanna Coffee Project 1 1989 British Government ODA Vanuatu Financial Analyst, Valuation of shares – Santo Abattoirs (79) Project:AOTA-9086-REG: Building Project Implementation Capacities in the Pacific: Financial Management Specialist Year: 2016/17 Time Spent: 44 Days (intermittent) Location: Philippines, Fiji, PNG, Tonga, Solomon Islands and Timor Leste Client: ADB Main Project Features: Increasing project implementation capacities and tailoring procurement procedures to address the unique needs of and constraints facing Pacific island countries. Position Held: Financial Management Specialist Activities performed: Assessed the adequacy ofthe beneficiary's project financial management arrangements and institutional systems and their ability to manage and monitor ADB-financed projects, including at the sector level, where applicable. This includes budgeting,funds flow, accounting, financial reporting and auditing as well as review of policies and procedures in place, and recommend measures to strengthen these aspects.Provided capacity building training programs for executing and implementing agencies on financial management at the project level including disbursement of project funds and reporting. Provided implementation support and carry out supervision work to ensure that project financial management systems are functioning appropriately, including the review of periodic interim financial reports. Provided on-the-job training to staff of executing and implementing agencies ensuring timely presentation of financial statements for audit of projects under implementation. Provide capacity building and on-the-job training to government audit agencies to improve internal controls and prevent fraud and corruption in relation to financial management and disbursement of ADB-financed projects. (78) Project:ADB PPTA 8923 Tuvalu: Outer Islands Maritime Infrastructure Improvement Year: 2016 Time Spent: 2 months Location: Client: ADB Main Project Features: Preparing a project for Tuvalu to improve its outer island maritime infrastructure and enhance capacity of relevant government agencies. Position Held: Financial/Institutional Specialist Activities performed: Prepared the Sector Assessment Report and Financial Management Assessment Report, Financial Analysis/Sustainability Assessment Report and Capacity Building Report. Familiarized the government officials with ADB policies and procedures on financial management. For the financial analysis provided least cost analysis, identified costs and benefits, provided cash flows, financing plans, calculated FIRRs where appropriate. Supported the economic analysis. (77) Project:ADB PPTA-8887 KGZ: CAREC Corridors 1 and 3 Connector Road Year: 2016/17 Time Spent: 2 months Location: Bishkek,Kyrgyz Republic Client: ADB Main Project Features: Part of the Central Asia Regional Economic Cooperation (CAREC) Program (partnership of 10 countries and six multilateral development partners) working to promote development through cooperation, leading to accelerated economic growth and poverty reduction. Position Held: Financial Management Specialist Activities performed: Identified all expenditure items by component, by expenditure category, and by year, in consultation with the other specialists; worked closely and coordinated with the project preparatory technical assistance (PPTA) consultant to prepare a project suitable for ADB financing,
  • 6. Page 6 of 32 including incorporating inputs and providing data requested by the ADB team. Estimated the cost of each expenditure item over the project implementation period, based on an international/national unit cost and by taking into account price increase; identified project funds flow and disbursement over the project implementation period; developed detailed cost estimates and financing plans for the project for inclusion in the RRP and PAM; and prepared an economic analysis and a financial analysis of the project by assessing the economic viability (including cost-benefit and internal efficiency aspects)and fiscal sustainability of the project for inclusion in the RRP. (76) Project:ADB PPTA 8690 Nepal: Agriculture Sector Development Program. Year: 2015/2016 Time Spent: 3 months intermittent Location: Nepal Client: ADB Reference: Main Project Features: Preparing a project for interventions comprising: (i) a program component to support and fosterpolicy reforms to improve enabling environment for investment in the agriculture sector; and (ii) an investment component that to support market outreach through connectivity to rural communities, and integrated linkages among stakeholders in the value chains. Position Held: Agricultural Economist Activities performed: (i) undertook a market chain analysis for estimating net value added; (ii) completed a feasibility assessment of proposed project interventions in value chains through various options including PPP, matching grant and otherinnovative business models , including the design of a first ever “Agriculture Impact Bond”; (iii) provided a feasibility assessment for the interventions in agriculture research and extensions; and (iv) prepared project cost schedules and procurement plans. (75) Project: Professionalizing the PFM Workforce: Phase 2 – Development ofthe PFM Curriculum and Targeted Courses Year: 2014/2015 Time Spent: 2 months intermittent Location: Philippines Client: DFAT Australian Aid Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: PFM Capacity Development Position Held: Team Leader / Budget Specialist Activities performed: Set out the main options for how the Phase 1 developed Competency Model will be implemented in the future. The delivery model takes account of existing GOP resources, the creation of new resources and an assessment of non-government resources.All options were evaluated as to the resources required for implementation with identification of risks. The major output from Phase 2 was a list of courses and other forms of intervention that will comprise the curriculum for developing PFM capacity in GOP. In producing this document regard was given to work that has been done in related areas, including the work done by the Civil Service Commis sion and the Ladderized Training Programme developed by the Commission on Audit. (74) Project: PPTA 8330-MYA: EWEC - Eindu to Kawkareik Road Improvement Year: 2014 Time Spent: 2 months intermittent Location: Myanmar Client: Asian Development Bank Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: Road Improvement Position Held: Financial Specialist Activities performed: Financial Management Assessment ofthe Executing Agency and Implementing Agency.The assessment covered the ability and capacity of the EA and IA to take on and manage a loan from ADB for roads improvement. (73) Project: Evaluation of the Use ofSpecial Autonomy and Oil and Gas Funds for
  • 7. Page 7 of 32 Education in Aceh Year: 2013/14 Time Spent: 6 months intermittent Location: Banda Aceh,Indonesia Client: Asian Development Bank, Indonesia Government, Aceh Provincial Government, supported by AusAID and European Union Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: Study on the Oil and Gas Industry and earmarked contributions to Education in Aceh at provincial and district levels. Position Held: Study Team Leader / Economist Activities performed:Two specific outputs: • Education Public Expenditure Analysis in Aceh –Identified the value added by the Otsus/Migas funds (Oil and Gas Funds and National Special fund allocation) over and above the expectations of the national budget objectives. The analysis covered the whole education profile in the province but in particular focused on the extent that education public expenditure allocations were specifically aligned to strategic priorities, and to what extent the education public expenditures were cost-effective and efficient, whilst assessing to what extent education public expenditure translated into the achievement of results and education outcomes. This formed the basis for recommendations on how public expenditure could be allocated to better achieve education outcomes. • Education Governance, Planning and Financing Arrangements in Aceh –Clarified whether the Otsus/Migas fund regulations/systems facilitated effective and efficient education budget allocation and execution to meet the valued added nature of the Special Autonomy and Oil and Gas Funds for Education in Aceh. Determined the extent to which Otsus/Migas funds were planned, allocated and managed in accordance with regulations, at both provincial and district levels and validated the extent to which Otsus/Migas regulations/systems facilitates effective and efficient education decision-making, resource allocation, programing, budgeting,implementation and monitoring and reporting, all within the mandates and responsibilities of the province, districts and educational institutions within the principles of decentralization. From the final study commented on and made recommendations in the area of the achievement of education results and outcomes. (72) Project: Professionalizing the PFM workforce: Phase 1 – Development ofthe PFM Competency Framework Year: 2013 Time Spent: 33 Days Location: Manila, Philippines Client: Philippines Government, supported by AusAID Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: Public Expenditure and Financial Accountability – Building competencies across the Government. Position Held: Budget Expert Activities performed:Using a participative approach through the application of Focus Group Discussions across Bureau of the Treasury, Department of Budget and Management, Commission on Audit, Armed Forces of the Philippines, Department of Education and the Department of Environment and Natural Resources identified key competencies that underline staff engaged in Public Financial Management. Designed, constructed and validated a draft Competency Framework for PFM and in particular Budget Staff in the Philippines Government. (71) Project: Skills for Development, ADB PPTA 8299-MON Year: 2013 Time Spent: 2 months Location: Ulaanbaatar,Mongolia Client: Asian Development Bank Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: Preparing a project for support to the TVET sector. Position Held: Economist
  • 8. Page 8 of 32 Activities performed:Assessed the economic viability (including cost-benefit and internal efficiency aspects)and fiscal sustainability of the proposed project, supported by a socioeconomic impact assessment ofthe proposed investment in TVET. Prepared the economic and financial analysis report required for the report and recommendation of the President and prepared sections ofthe PAM. (70) Project: Building Climate Resilience in Pyanj River Basin, TAJIKISTAN 2012 Year: 2012/13 Time Spent: 1 month Location: Dushanbe, Tajikistan Client: Tajikistan Government, supported by Asian Development Bank Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: Building Climate Resilience in Pyanj River Basin, including for irrigation, flooding and water supply. Position Held: Economist Activities performed:Assessed the economic viability (including cost-benefit and internal efficiency aspects)and fiscal sustainability of the proposed project, supported by a socioeconomic impact assessment ofthe proposed investment in Climate Resilience. Prepared the economic and financial analysis report required for the report and recommendation of the President and prepared sections of the PAM. (69) Project: PEFA ASSESSMENT, TAJIKISTAN 2012 Year: 2012 Time Spent: 24 Days Location: Dushanbe, Tajikistan Client: Tajikistan Government, supported by World Bank Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: The PEFA – Public Expenditure and Financial Accountability – is a standard tool for assessing the health of Public Financial Management and budgeting process. Position Held: PEFA/ PFM Analysis Expert and Team Leader Activities performed:Provided an updated quantitative and qualitative analysis of the overview of PFM performance in accordance with the PEFA Performance Measurement Framework, identifying the main PFM weaknesses in the country,and evaluated to what extent the institutional mechanisms set up by the Government contributed to planning and the implementation of PFM reforms in close partnership with local staff. Established and explained the level of improvement in performance, based on the PEFA indicators scores by detailed comparison to the results found during the PEFA assessment carried out in 2007. Assessed the results ofthe PEFA review and determined the performance change in relation to the Government's reform program and effects on the scores attained. (68) Project: PEFA ASSESSMENT, SOLOMON ISLANDS 2012 Year: 2012 Time Spent: 44 Days Location: Honiara, Solomon Islands Client: Solomon Islands Government, supported by European Union Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com Main Project Features: The PEFA – Public Expenditure and Financial Accountability – is a standard tool for assessing the health of Public Financial Management and budgeting process. Position Held: PEFA/ PFM Analysis Expert Activities performed:Provided an updated quantitative and qualitative analysis of the overview of PFM performance in accordance with the PEFA Performance Measurement Framework, identifying the main PFM weaknesses in the country,and evaluated to what extent the institutional mechanisms set up by the Government contributed to planning and the implementation of PFM reforms in close partnership with local staff. Established and explained the level of improvement in performance, based on the PEFA indicators scores by detailed comparison to the results found during the PEFA assessment carried out in 2008. Assessed the results ofthe PEFA review and determined the performance change in relation to the Government's reform program and effects on the scores attained.
  • 9. Page 9 of 32 (67) Project: ADB Grant 0222 CAM: PFM for Rural Development Ministries Program 2 Year: 2012/15 Time Spent: 18.00 months (Intermittent) Location: Phnom Penh and 24 provinces, Cambodia Client: Royal Cambodian Government, supported by ADB Reference: Chris Rowe,Director, WYG International UK chris.rowe@wyginternational.com and Chamroen Ouch, Project Officer ADB couch@adb.org Main Project Features: Building on the success of PFMRP 1 deepen the reforms in PFM, budgeting, procurement, internal audit, accounting and financial management and monitoring and evaluation. Position Held: Team Leader/PFM & Public Sector Budget Specialist Activities performed:Provided in-depth capacity building for formulating the Budget Strategic Plan and AnnualBudget Plan, including the application of program budgeting and the design of an institutional reform of all departments in the 3 ministries that would accommodate Budget Entities. Designed the Budget Entity structure for all the provincial departments. Led the team in enhancing the cash advance system, introduced computerized accounting and financial management systemfor each of the 3 ministries. Training personnelin procurement. Introduced enhanced Internal Audit procedures and guidelines to support capacity building. Reviewed, updated and computerized the Monitoring and Evaluation systemin MAFF and then replicated the systemin MRD and MOWRAM. Design, formulated and implemented FMIS systems in the 3 ministries after mapping the manual systems. Supported the PAR and D&D Reform programs. (66) Project: Road map for the implementation ofthe strategy for agriculture and water Year: 2012 Time Spent: 3.00 months Location: Phnom Penh, Kampong Cham, Takeo & Battambang, Cambodia Client: Royal Government of Cambodia, supported by AusAID/CIDA/EU/ADB & World Bank Reference: Mr. Mak Mony makmony.dps@gmail.com TWGAW Secretariat Main Project Features: Reviewing the strategy and providing an assessment of DP relations with RGC, assessing the potential for PBA and designing a road map to implement the SAW Position Held: Team Leader Activities performed:Provided assessment report on the agriculture and water sectors; provided an assessment for introducing program based approach to the sectors and provided a road map to implement the strategy.Used 3 provinces for a pilot. (65) Project: Improving Policy Development & Coordination Program Year: 2009/12 Time Spent: 14.00 months Location: Apia, Samoa Client: Samoan Government, supported by AusAID/NZAID Reference: Main Project Features: Reform of the Ministry of the Prime Minister & Cabinet. Position Held: Team Leader/Institutional Development Advisor Activities performed:Provide advisory services to the Prime Minister and Cabinet, with mentoring support assistance to the Chief Executive Officer of the Ministry of the Prime Minister & Cabinet, Cabinet Secretariat and the Ministry’s Executive Team, and Corporate Services to strengthen the management of the Ministry. Reviewed and facilitated the development of improved management systems and processes with focus upon cabinet policy submissions and appropriate advisory services, corporate planning, management planning, performance monitoring and reporting, and performance review processes at seniormanagement level. Supported the integration of the skills transfer and capacity building model into all program components and systematically develop and apply learning agreements in collaboration with othertechnical assistance teammembers. (64)
  • 10. Page 10 of 32 Project: ADB Grant 0133 CAM: Public Financial Management for Rural Development Ministries Year: 2009/11 Time Spent: 14.00 months Location: Phnom Penh, Cambodia Client: Asian Development Bank/MEF, MAFF, MRD & MOWRAM Reference: Prasanna Jena,ADB Project Officer:pjena@adb.org H.E. Chuop Sam At samathmrd@hotmail.com Main Project Features: Roll-out of Public Financial Reform Program to the 3 Rural Development Ministries Position Held: Team Leader/PFM & Public Sector Budget Specialist Activities performed:Working with MEF PFM Reform Secretariat, Economics and Finance Institute and Rural Development Ministries (MAFF, MRD, and MOWRAM), PFM working groups in these ministries, project management units (PMUs) coordinated the output of the other international and domestic experts, ensuring timely delivery of all outputs in coordination with the Cambodian counterparts. Formulate action plans for the implementation of PFMRP stage 2, which required active engagement of rural development ministries, preparation of manuals and guidance notes,training materials, and convening of key stakeholders.Strengthened capacity of MAFF, MRD, and MOWRAM for budget formulation and budget execution; assisted in preparation of Budget Strategic Plan (BSP) Assisted in improving the quality of information on externally funded capital expenditure projects integrating them into BSP and budget reporting system. Supported MAFF, MRD, and MOWRAM in implementing new administrative and economic classification consistent with GFS/COFOG standards in budget formulation and execution. Designed an accountability framework to improve lines of accountability, clarifying roles, functions and responsibilities of budget entities and managers in relation to these ministries. Supported PMU staff in capacity building in compliance with Standard Operating Procedures (SOPs), Procurement Manual (PM) and Finance Management Manual (FMM), mandated by the sub-Decree of February 2007 for effective project implementation in coordination with MEF (DIC). Raised awareness about implementation of Good Governance Framework. Coordinated capacity building in project implementation and procurement issues.Update the Monitoring and Evaluation Manual. Supported the framework of D&D Fiscal Decentralization in MAFF, MRD, and MOWRAM and sensitized the ministries downward to the sub-nationalauthorities on their evolving functions, responsibilities and prepare advisory notes on implications of fiscal decentralization, de-concentration of functions and de-centralized service delivery. (63) Project: ADB Grant 0002 IND: Earthquake & Tsunami Emergency Support project Year: 2008/09 Time Spent: 6.00 months Location: Indonesia, Banda Aceh & Jakarta Client: Asian Development Bank/BRR (Presidential Ad Hoc Agency) Reference: Pieter Smidt, ADB Head of EMS: psmidt@adb.org Pak Amin Subekti, BRR, Deputy Director Finance & Planning: amin.subekti@yahoo.com / amin.subekti@gmail.com Main Project Features: Advising senior management of BRR on transition and exit strategies Position Held: Policy & Strategy Advisor Activities performed:Provided policy and strategic advice as required by senior management of Badan Rehabilitasi dan Rekonstruksi (BRR). Implemented the policy & exit strategy of BRR, the agency created by the President of Indonesia with responsibility for the US$7.2 billion reconstruction and rehabilitation program in Aceh and Nias. Supported transitional plans for on-budget and off-budget created assets to line ministries and local governments. Reviewed and coordinated the risk management regime developed in the previous TA for the closure of the program. Produced plans, structures and reports for senior and ministerial level decision makers in Government, which also included a coordination role with major donors. Developed and supported transitionalplans for ADB, MDF (managed by World Bank), JIBC, and AFD multi-year projects for transfer to central line ministries. Advised on investment policy for future development of Aceh under BRR’s mandate, reviewed and drafted governing regulations and advised on appropriate institutional structure with desired competency and skill levels. Supported drafting of Presidential legislation to support the transition. In conjunction with the policy and strategy team drafted BRR encyclopedia Chapter on “The Seven Keys to Effective Aid Management in Indonesia’s Post-Tsunami Reconstruction”.Coordinated the work of the Strategic team, including the asset management adviser and the legal adviser, in the transition and closure of BRR. Designed and supported a HR strategy focused on retention, redeployment, re-skilling
  • 11. Page 11 of 32 and termination of staff. Drafted BRR’s resignation address from the Co-Chair of the Multi Donor Trust Fund (MDF) outlining lessons learned. Provided policy and strategic advice to Indonesia’s input as Co-Chair to the “G20 Working Group 4: Reform of the World Bank and Multilateral Development Banks”. Drafted the BRR publication “Overview Report” for the 4-year reconstruction and rehabilitation program. (62) Project: ADB Grant 0002 IND: Earthquake & Tsunami Emergency Support project Year: 2008 Time Spent: 3.00 months Location: Indonesia, Banda Aceh & Jakarta Client: Asian Development Bank/BRR (Presidential Ad Hoc Agency) Reference: Pieter Smidt, ADB Head of EMS: psmidt@adb.org Pak Amin Subekti, BRR, Deputy Director Finance & Planning: amin.subekti@yahoo.com / amin.subekti@gmail.com Main Project Features: Advising senior management of BRR on transition and exit strategies Position Held: Policy & Strategy Advisor Activities performed: Responsible for coordinating the Transitional Policy and Strategy Advisory team funded by the Multi-Donor Fund (MDF) and to plan the transitional phase of the President’s executing agency BRR to meet its closure deadline of April 2009. Provided advice to BRR to achieve transition of its physical interventions for rehabilitation and reconstruction since the disastrous Tsunami and post separatist conflict in Aceh and Nias to national, provincial and local administrations. Coordinated a high-level team focusing on (i) legal exit and transitional aspects, (ii) financial management, (iii) asset management, and (iv) documentation, administration and reporting , culminating in legal closure of BRR operations and transfer of assets to national, provincial and local administrations by modalities that will support sustainable budget positions. Introduced a risk management regime to ensure a smooth, clean and effective exit from Aceh. (61) Project: Aceh Economic Development Financing Facility (EDFF) Year: 2008 Time Spent: 0.25 months Location: Indonesia, Banda Aceh & Jakarta Client: World Bank / Multi Donor Trust Fund (MDF) Reference: Main Project Features: Evaluation of the EDFF as a modality to promote employment and private sector participation in the future development of Aceh and Nias. Position Held: Independent Evaluator ofthe Project Appraisal Document (PAD) Activities performed: Evaluated and assessed with particular comments on the quality of the PAD for the Economic Development Finance Facility (EDFF) financed through the Multi Donor Trust Fund (MDF), managed by the World Bank, with regards to (i) Quality and quantity of information provided in PAD: assessing whether there was sufficient and detailed information provided and recommending what information or analyses was needed to improve the PAD, and (ii) Soundness of project design to achieve the development objective: assessing whether each component was well-designed to contribute to reaching the development objective and commented on how the design could be improved to better achieve the goal. Identified which issues needed to be resolved prior to approval. (60) Project: Earthquake and Tsunami Emergency Support Project (ADB Package 30) Year: 2007/08 Time Spent: 9.00 months Location: Indonesia, Banda Aceh Client: Asian Development Bank Reference: Pieter Smidt, ADB Head of EMS: psmidt@adb.org, Andrew Duncan, Component Manager: aduncan-indo@centrin.net.id , Graeme Bremner,Consultant graemebrem@yahoo.com.au Main Project Features: The project targeted the rehabilitation and enhancement of science in senior secondary education by constructing more than 100 classrooms and supporting 395 schools across all 23 districts of the Aceh and Nias regions. Position Held: Team Leader/Financial Management Specialist Activities performed: Set up organization and financial management in the central PMU and district
  • 12. Page 12 of 32 PIUs for the project. The project comprised three sub-components: (i) Sub-component 1: Provision of selected Competency-Based Curriculum 2004, and later 2006, approved teaching and learning materials (TLMs) for six subjects (physics, biology, chemistry, ICT, mathematics and English), upgrading school libraries, and the training of library staff in 395 schools. (ii) Sub-component 2: Construction of Sabang district “model” senior secondary school with capacity for 580 students, 180 of them following a program for high achievers, and 30 teachers. The construction work comprised of classrooms, ICT laboratory, auditorium, student boarding house, teacher residences,and security posts. Additionally, sports fields and facilities, site finishing work and water tower with gravity-fed reticulation system were also provided. (iii) Sub-component 3: Upgrading practical science, i.e. physics, biology and chemistry, and ICT laboratories in 50 schools across 23 districts in Aceh and Nias. Appropriate equipment and training of teachers in the application and use of the equipment was also provided. Prepared full design and procurement documentation, including DED, owner’s estimates, tender documentation and evaluation models in accordance with Keppres 80. Responsible for 5 International and 105 National Consultants, sub-professional and support staff. (59) Project: Agricultural Rural Development Strategy – World Bank Year: 2007 Time Spent: 2.00 months Location: Solomon Islands, Guadalcanal, Malaita and IsabelProvinces Client: World Bank, AusAID,European Community, Government of the Solomon Islands; Ministry of Development Planning and Aid Coordination (MDPAC) Reference: World Bank – Marianne Grosclaude mgrosclaude@worldbank.org , Lead Consulting Firm: Joanna Edghill: Joanna.Edghill@landell-mills.com Main Project Features: Designing a project for decentralization of agricultural interventions Position Held: Financial Management and Project Implementation Specialist Activities performed: Assisted the Team Leader, in consultation with the Solomon Islands Government, European Commission, AusAid and World Bank, to design the project structure and associated reports. Applied specialist international knowledge of provincial/local government funding mechanisms to the outer islands of the Solomon’s. Ensured that the team was adhering to World Bank reporting criteria and to guide the Team Leader on producing the Project Implementation Manual and draft PAD. Reviewed the draft report section of the Finance Specialist and the Financial Management Manual. Assisted the Financial/Economist Analyst from FAO under contract to the World Bank to construct the project costing utilizing COSTAB. Produced the Project Implementation Plan. Completed the Project Implementation Plan (PiP) for the World Bank. Examined opportunities for public/private partnerships in the development of the agricultural sector for inclusion in the Master Plan. (58) Project: Central Region Environmental Improvement – ADB Loan No 2034-VIE Year: 2006 Time Spent: 10.00 months Location: Vietnam: Thanh Hoa, Ha Tinh, Dong Ha, Lang Co, Tam Ky and Quang Ngai Client: Asian Development Bank/Ministry of Construction References: Team Leader:McManus,Gerald M. < McManusGM@bv.com > Dr. Md. Arch Do Tu Lan, Ministry of Construction, 37 Le Dai Hanh Street,Hai Ba Trung District, Hanoi Main Project Features: Enhancing the management of Environmental Companies Position Held: Tariff & Financial Management Specialist Activities performed: Prepared national guidelines on tariffs for drainage wastewater, solid waste and other municipal services. Assisted the Urban Infrastructure Department of Ministry of Construction (UID) to conduct regional workshops, incorporating international experiences, on tariffs (3 workshops - North, Central and South). Assisted UID in analysis and calculation of tariffs for urban environmental management and other related infrastructure services and provided a FINPRO model and manual for financial forecasting and tariff calculations for a range of municipal services . Assisted URENCOs in 6 project towns in financial projections and evaluated adequacy of current tariff levels. Recommended level and timing of tariff increases. Trained financial management staff of URENCOs in 6 project towns in Financial Projection Model use. Procured and evaluated (i) Project Accounting, (ii) Financial Management and Company Accounting and (iii) Financial Management Information System software packages for the PCU, PMU and URENCOs. Produced manuals for the various systems. Set up accounting and financial management systems in the PCU and 6 PMUs and for project accounting and set up accounting and MIS systems in the URENCOs.
  • 13. Page 13 of 32 (57) Project: Metropolitan Sanitation and Health – ADB PPTA No 4763-INO Year: 2006/07 Time Spent: 4.00 months Location: Indonesia: Bandung, Banjarmasin, Batam,Cirebon, Makassar,Medan, Palembang, Semarang, Surabaya, Yogyakarta Client: Asian Development Bank/Ministry of Public Works References: ADBProject Officer:Rudolf Frauendorf rfrauendorf@adb.org, Team Leader: Roger Jackson rjackson@indo.net.id, Main Project Features: Enhancement of sanitation services in metropolitan cities. Position Held: Financial Economist Activities performed: Assessed in detail each participating city’s: (a) financial management capacity; and (b) financial performance, including borrowing capacity and debt service coverage ratios relating to existing and potential new loans. Prepared financial projections, including revenues, operating and capital expenditures, and debt repayment. Where wastewater collection and treatment is the responsibility of the local water utility (PDAM), assessed in detail its: (a) financial management capacity; and (b) financial state, including income statements, balance sheet and cash flow statements, and existing loan repayments. Analyzed major constraints to the financial sustainability and the degree of operational subsidies from the local government. Prepared measures for restructuring or rescheduling loan arrears including the suitability of the ADB facility for debt restructuring. Prepared financial projections, including revenues, operating and capital expenditures, and debt repayment. Reviewed existing wastewater and solid waste tariffs (if any), identified deficiencies, and suggested improvements in line with ADB’s position on tariffs, as summarized in ADB ERD technical Note # 9. Analyzed the effective collection rates for various consumer types, including collection in case and in kind (if any) as well as their existing collection rates and suggested ways to improve collection of current bills and arrears. Assessed the costs of wastewater collection and treatment, and solid waste management, and levels of cost recovery, and determine tariffs needed to ensure sustainable operations. Discussed with cities a phased politically acceptable way of introducing cost recovery tariffs. Assess options and the feasibility of transferring responsibility for wastewater services to the PDAM. (56) Project: Urban Infrastructure – ADB PPTA No 5433-BHU Year: 2005 Time Spent: 1.50 months Location: Bhutan Client: Asian Development Bank / Ministry of Works, Housing & Settlements References: ADBProject Officer:Tomoo Ueda tueda@adb.org Team Leader: John Croft johncroft@bigpond.com Les Taylor, Water & Sanitation Expert: ltaylor@ecothai.co.th Main Project Features: Expansion of city’s with appropriate water and sanitation services Position Held: Economist Activities performed: In accordance with ADB's Guidelines for the Economic Analysis of Projects and the Handbook for Economic Analysis of Water Supply Projects developed the economic analysis from detailed cost estimates (using COSTAB) and financing plans. Completed poverty impact assessments for each project component, and for the overall Project. Economic analysis of the sanitation and solid waste components were based on either benefit-cost analysis or on economic analysis of meeting environmental quality standards, whichever was deemed more appropriate at the time upon discussion with ADB. In addition (i) analysed the economic potential for water investment and alternatives for sustainable O&M financing at the national and Dzongkhag (District) level, (ii) Analysed and made reform recommendations regarding current policies at the national and Dzongkhag level influencing urban services provision including inter alia subsidy tax and other distortionary policies, (iii) Provided a water revenue and expenditure analysis and provided recommendations for policy and institutional reforms, (iv) Reviewed and made recommendations regarding water tariffs with respect to ADB’s position in tariffs in line with ADB’s ERD Technical Note Series No 9 Setting Service Charges for Public Services, No 10 Beyond Recovery and related reports, (v) Provided support to the Team Leader in reviewing and developing the overall project design and associated TORs. (vi) Produced a report for ADB on the distribution of project benefits for Land Pooling. (55) Project: Strengthening National Program Budgeting - Agriculture ADB TA No 4428-CAM
  • 14. Page 14 of 32 Year: 2005/06 Time Spent: 7.00 months Location: Cambodia – All provinces and major towns Client: Asian Development Bank / Ministry of Agriculture, Forestry & Fisheries References: ADBProject Officer:Masahiro Otsuka motsuka@adb.org Lead Consulting Firm: Mike Gutteridge mike.gutteridge@cardnoagrisystems.co.uk Main Project Features: Designing and implementing an awareness and capacity building in Medium Term Expenditure Frameworks and how they fit with Cambodia’s PFMRP Position Held: Financial Management Specialist/Team Leader Activities performed: Worked closely with Ministry of Agriculture, Forestry and Fisheries (MAFF) working group for the implementation of MTEF. Assessed the status of the Government reformagenda for Public Financial Management Reform Program (PFMRP) in close consultation with the Ministry of Economy and Finance (MEF), MAFF, and external funding agencies involved in developing the PFM reform agenda. Assessed MAFF's capacity at central and local levels for institutionalizing improved and decentralized budget planning and management with sound accountability mechanisms, and for promoting pro-poor service delivery. Clarified the status of the new process for the medium-term expenditure framework (MTEF) in the agriculture sector in relation to MAFF's annual programming and budgeting exercises, and priority action program. Formulated an overall approach and work plan for the TA, and establish the specific roles and responsibilities of the relevant agencies and departments in relation to the MTEF process. Helped formulate necessary guidelines and ministerial circulars for improved program budgeting and devolved fiscal management required to effectively deliver pro -poor support services, with particular attention to the local-level provision of agricultural research and extension services. Identified the needs for awareness-building and training programs, and specified the relevant subjects and inputs for strengthening the capacity of the staff of MAFF and other relevant agencies in institutionalizing the MTEF process and related budgeting and review exercises linked to the pro-poor development plan objectives. As Team Leader organized necessary awareness building and training programs on the PFM reform initiatives of the Government for the relevant staff of MAFF and other line ministries involved in agriculture and rural development at the central, provincial, and district levels. Advised MAFF in designing appropriate information and monitoring system for budget and public expenditures, in collaboration with information and monitoring systems specialists, considering lessons learned in other countries. Served as a technical focal point for the new MTEF process in the agriculture sector, and closely liaise with the technical working group of external funding agencies for the agriculture and water sectors. Ensured that investment and disinvestment PPP proposals for major companies under MAFF jurisdiction reflected government policy and strategy. Provided timely recommendations for resolving issues encountered during TA implementation. Ensured the quality and timely submission of all consultants' reports and working papers. Produced three manuals:  Accounting and Financial Management Manual  Monitoring and Evaluation Manual  Training Manual (54) Project: Agriculture Development – ADB AOTA No 4228-CAM Year: 2004/05 Time Spent: 3.00 months Location: Cambodia Client: Asian Development Bank / Ministry of Agriculture, Forestry & Fisheries References: ADBProject Officer:Masahiro Otsuka motsuka@adb.org Lead Consulting Firm: Mike Gutteridge mike.gutteridge@cardnoagrisystems.co.uk Roger Oakeley roger.oakeley@wyginternational.com Jim R Robinson jim.robinson@wychert.co.uk Main Project Features: Raising awareness of the PFM Reform Program at central, provincial and district levels Position Held: Public Expenditure Specialist Activities performed: Advised Ministry of Agriculture and Fisheries (MAFF) on ongoing initiatives for budget management improvement and modernization to improve the delivery of services in the agriculture sector. Assisted MAFF in formulating a program-based medium-term expenditure framework (MTEF) for the agriculture sector, and in introducing the MTEF in planning and executing budgets of central MAFF and its provincial departments, with particular attention to the budgetary allocation for public extension services. Designed a system to track all funds for agriculture sector expenditures (budget and off-budget, domestic and foreign, recurring and capital expenditures) in close
  • 15. Page 15 of 32 coordination and dialogue with key stakeholders. Participated in meetings of the MTEF Task Force, and served as a focal point for interagency coordination for budget reforms affecting the sector. Organized workshops and seminars to raise awareness about reform initiatives in budget preparation, execution, and review, regarding their impact on MAFF's ability to deliver services to the sector, and possible steps to maximize the gains, and minimize the losses, from such initiatives. (53) Project: Road Sector Reform and Safety Improvement - AOTA No. 2850-FIJ Year: 2004 Time Spent: 3.00 months Location: Fiji Client: Asian Development Bank / Ministry of Public Works References: ADBProject Officer:Chris Wensley cwensley@adb.org , Team Leader: David Lupton david@lupton.org Main Project Features: Transitioning the roads sector from Public Works to a commercial entity Department of National Roads as a precursor to the formation of the Fiji Roads Authority. Position Held: Financial Management Specialist Activities performed: Proposed a financial structure that provided the financial and management information required by the Department of National Roads (DNR) taking into account of the finance management information system existing in some of the Government's Ministries (Ministry of Health) that had a system compatible with the Government's Public Financial Management reform. Prepared a transitional budget for DNR for approval by Ministry of Finance. In conjunction with senior management in PWD and subsequently with the Department of National Roads produced a Corporate Plan, incorporating policy formulation, regulatory framework and funding mechanisms, for the formation of the National Roads Authority. Recommended financing methods for public/private participation in infrastructure building and operation and maintenance. Prepared detailed plans for the operational structure and procedures at all levels of the proposed new organization. Identified resource needs including software, hardware and communications and subsequently designed tender documents and assisted in the evaluation and contract negotiation on behalf of and in conjunction with the Government’s tender board. Assisted in the identification of an appropriate timetable and milestones for the change process and the general dissemination of information on the change process, encouraging a positive and enabling view by staff, and developing a positive and businesslike culture. Assisted the Human Resource Management Specialist to identify capacity building and training needs. Produced a capacity building plan, subsequently approved by the Public Service Commission, and designed a training program that included access to local courses and institutions, with long-term strategies including access to degree courses in New Zealand Universities, with a short-term plan for staff recruitment that met immediate capacity shortfalls. (52) Project: 2nd Towns Flood Protection – ABD PPTA No 4000 Year: 2004 Time Spent: 2.00 months Location: Bangladesh Client: Asian Development Bank / Ministry of Water Resources References: ADBProject Officer:Hun Kim hkim@adb.org , Team Leader: Tony Aitken taitken@bdcom.com Lead Consultant: Habib Khoury hkhoury@hydrosult.com Main Project Features: Provision in selected secondary towns a relatively flood-free and secure living environment within the framework of integrated urban environmental management. Position Held: Financial Economist Activities performed: In accordance with ADB's Guidelines for the Economic Analysis of Projects and the Handbook for Economic Analysis of Water Supply Projects developed detailed cost estimates (using COSTAB) and financing plans, financial analysis (FIRR), economic analysis (EIRR), and poverty impact assessments for each project component, and for the overall Project. Economic analysis included least-cost analysis, benefit-cost analysis, identifying economic benefits and costs and risk assessment. (51)
  • 16. Page 16 of 32 Project: Hera Port Fisheries Facilities Rehabilitation – ABD PCR No 40207 Year: 2004 Time Spent: 0.25 months Location: Timor-Leste Client: Asian Development Bank References: ADBProject Officer:Thomas Gloerfelt-Tarp tgtarp@adb.org Main Project Features: Post-conflict Reconstruction and Rehabilitation of Hera Port Position Held: Financial Economist Activities performed: Discussed with EA, ADB and other concerned agencies the implementation of the project. Evaluated the cost and benefits of the project assessed the success of the project and identified impediments to sustainability. Prepared the Project Completion Report (PRC). (50) Project: Institutional Strengthening Building for the Madhya Pradesh State Road Sector – ABD PPTA No 4013 Year: 2004/05 Time Spent: 4.75 months Location: Bhopal, India Client: Asian Development Bank / Madhya State Government, Public Works References: ADBProject Officer:Albab Akanda: aakanda@adb.org & Arun Bajaj akmotwani@adb.org Team Leader: John Standingford johnstandingford@hotmail.com Main Project Features: Transitioning the roads sector from Public Works Department to a commercial entity MP Road Development Corporation (MPRDC) as a precursor to the formation of the Madhya Pradesh Highway Authority under the Act for all State Highways Position Held: Financial Specialist Activities performed: Introduced financial management systems with work plan capabilities and budgeting processes for state roads and PPP tolls roads with monthly, quarterly and annual reports. Prepared guidelines for the reporting process. Prepared guidelines for road financing and encouragement of private sector participation, and designed appropriate training programs. Designed a methodology for the financial assessment of bidders for roads management, incorporating ADB’s procurement guidelines. Reviewed status and modality of financing through the financial market and in particular the issuance of Madhya Pradesh state bonds for designated income stream fromtolls roads. Designed a Financial Management System, an instruction manual and sample financial accounting statements. Assisted in procurement of appropriate accounting software and in the implementation of the whole system for the new State Highway Authority. Produce a paper for ADB on guidelines for PPP PQ applicants. (49) Project: Regional Development project (Phase II) – ABD PPTA No 3896 Year: 2003 Time Spent: 2.00 months Location: Maldives Client: Asian Development Bank / References: ADBProject Officer:Eva Mayer-Hofer emayerhofer@adb.org Team Leader: Keith Perry perrykd@attglobal.net Project Director: Andrew.Sloane@townland.com Main Project Features: The project design promotes interventions that will increase water supply, improve sanitation practices,manage solid waste,increase capacity for environmental planning in the future and finally promote a regime within the Atolls of environmental awareness. Position Held: Financial Economist Activities performed: In accordance with ADB's Guidelines for the Economic Analysis of Projects and the Handbook for Economic Analysis of Water Supply Projects developed detailed cost estimates (using COSTAB) and financing plans, financial analysis, economic analysis, and poverty impact assessments for each project component, and for the overall Project. Economic analysis of the sanitation and solid waste components were based on either benefit-cost analysis or on economic analysis of meeting environmental quality standards, whichever was deemed more appropriate at the time upon discussion with ADB. Monitoring indicators for capacity changes at the atoll and community level were also developed. The project framework was used as a tool in developing the project in a participatory manner, rather than developed after the design was completed.
  • 17. Page 17 of 32 (48) Project: Commercial Agricultural Development – ABD PPTA No 3949 Year: 2003 Time Spent: 2.50 months Location: Nepal, Kathmandu and Eastern Nepal including 6 hill districts of Dhankota, Ilam, Panchthar,Taplejung, Terathum, Udayapur and all 5 districts of the Terai: Jhapa, Morang, Saptari, Siraha, and Sunsari. Client: Asian Development Bank / Ministry of Agriculture References: ADBProject Officer:Sinmer Sahni ssahni@adb.org Team Leader:Francesco Goletti f.goletti@agrifoodconsulting.com Main Project Features: Assist the Government in designing an investment project suitable for external financing that focuses on enhancing income and employment opportunities through increased and sustainable commercialization of agriculture. It promoted production, processing, and marketing of high-value crops, and the capacity building of all stakeholders in order to support and sustain the process. Position Held: Agricultural Economist Activities performed: Assessed current and future supply and demand prospects for high-value crops and their value-added products, in both the domestic and export markets. Prepared detailed cost estimates for the Project using the COSTAB computer software. Prepared model farm enterprise budgets using the FARMOD computer software. Costed and assisted in the design of an approach that assisted farmers, processors and traders move from a low level of commercialization to a higher level of commercialization – this was achieved through the establishment of an alliance and a network support mechanism, including access to agricultural credit. Identified project beneficiaries by income groups, and indicated the likely distribution of project benefits among the various groups. In addition to farm producers, financial analysis was also undertaken for processors, agribusinesses, and marketing agents to assess the likely incentive structure for these stakeholders. Recommended leverage options using ADB seed capital and equity substitution to encourage access to financing mechanisms and public/private sector partnerships. Prepared an overall implementation schedule of the various project components with supporting Gantt charts. Finally, provided detailed economic and financial analysis including estimates of economic and financial internal rates of return as specified in Sections 35 and 36 of ADB’s Operations Manual. Highlighted the economic impact on the socially disadvantaged members of the community. Produced contributions to overallproject reports/outputs. Reviewed the type and volume of border trade and indicate adjustments required for Nepal to join the World Trade Organization (WTO). (47) Project: Empowerment of Women – ABD PPTA No 3772 Location: Kathmandu Period: 2003 Time Spent: 0.5 months Position & Duties: Financial Analyst Training of local Consultants and Counterpart staff in the use of COSTAB and finally assisting the fact-finding mission with overall costing, financial and economic advice. (46) Project: Community based Water Supply & Sanitation – ADB Fact Finding Mission Location: Kathmandu & Districts Period: 2003 Time Spent: 1.0 months Position & Duties: Financial Economist Provided assistance during consultations and wrap up meeting regarding financial and economic aspect of the proposed project. This assistance extended to the final preparation of the RRP, answering questions raised in the MRM and SRC, and finally, assisting with key issues for loan negotiations. In the field identified policy issues that will affect the financial and economic sustainability of the project and provided an assessment of the Sector Analysis included as an appendixof the RRP. Participated in discussions regarding poverty impact and affordability issues. Developed cost estimates for each of the sample subprojects and the overall Project. Assessed financial viability and sustainability, institutional and financing arrangements, funds flow, roles and responsibilities of each stakeholder, and levels of subsidy. Prepared the Financial and Economic Analysis and Cost Estimates and Financing plan as an appendix of the RRP.
  • 18. Page 18 of 32 (45) Project: Central Region Poverty Reduction – ADB AOTA No 33301-VIE Location: Hanoi, Kon Tum, Quang Binh, Quang Tri, and Thua Thien Hue provinces. Period: 2003 Time Spent: 5.0 months Position & Duties: Public Finance Specialist Conducted a Public Expenditure Review in selected districts/communes, producing a report containing findings, and feeding these into key policy and practice principles for promotion of policy dialogue. The focus was on (a) budgeting practices, (b) linkages between the local PER(s) and the national PER, and (c) the extent to which national PER findings are implemented locally. Reviewed the fiscal aspects of decentralization in the selected districts/communes and at provincial level, particularly with regard to intergovernmental financing arrangements including grant transfer mechanisms and central and local taxation policies and revenue sharing mechanisms. Planned and supervised an updated PER at the end of the three-year TA phase to gauge development over the 3-year period. Findings will be fed into planning for revised service delivery modalities in target communes. (44) Project: Promotion of Clean Technology – ADB PPTA No 3709-PRC Location: Sichuan, Guizhous and Gansu Provinces, People’s Republic of China Period: 2002/03 Time Spent: 1.25 months Position & Duties: Economist Prepared survey materials for assessing Clean Production (CP) investment needs with reference to assessing the economic viability, enterprise scale and investment requirements. Developed economic/financial criteria to identify PPP infrastructure projects within enterprise parks suitable for external funding in conjunction with governance, financing and operational guidelines for a clean technology investment fund. Reviewed local financing mechanisms to establish the potential for local financing for equity to complement grants and loan funds from the central government and external sources such as ADB. Reviewed policy framework and regulations of Enterprise Parks in 4 cities to assess the regulatory framework for investment opportunities. Prepared a draft project framework for the identified investment project, including overall objectives, technical options, management requirements, environmental impacts (positive and negative), poverty reduction interventions, and social objectives. Provide pre-feasibility economic assessments of identified projects appropriate for external funding in decentralized and rural areas. The assessment included analysis of environmental, social, and economic viability and was consistent with ADB Guidelines (43) Project: Community Based Water Supply & Sanitation – ADB PPTA No 3844-NEP Location: Kathmandu, Nepal Period: 2002/03 Time Spent: 2.75 months Position & Duties: Financial Economist Phase 1: Data Collection, Mapping, and Institutional Analysis Assessed the total financial envelope available for the water and sanitation sector, including investment from all potential sources including central Government, local government, aid pipelines and private sector including community contributions. Collected and assessed community-level data on general affordability and willingness to pay for water and sanitation improvements in each region through a constructed sample survey. Analyzed the institutional strengths, weaknesses, budgets, and financial capacities of DWSS, Department of Local Infrastructure and Roads (DOLIDAR), sample district development committees (DDCs) and VDCs, Ministry of Planning & Public Works, Ministry of Local Development, Ministry of Health, and other government agencies involved in the sector.Also, assessed the institutional capacity of sample NGOs that could potentially be involved in the ensuing project. Based on the findings of this analysis, prepared an investment prioritization framework for the sector. Based on this framework, prepared a realistic draft sector strategy for discussion during phase II; include short-, medium-, and long- term implementation and investment plans Phase II: Design Through Consensus Design a transparent modality for the flow of funds, both for civil works and procurement, which included a review for the Basket Funding in the Education sector and an assessment of the SWAp
  • 19. Page 19 of 32 approach to sector funding for rural water supply and sanitation; and an optimum strategy for O&M, addressing institutional and financial sustainability issues, as well as the need for major repairs; Phase III: Project Feasibility Assessment and Detailed Design Conducted a financial and economic analysis, and poverty impact assessment, and developed cost estimates for each of the sample subprojects and the overall project. Take into account the environmental and health impacts of improved water, sanitation, and hygiene awareness. Pay careful attention to the financial viability and sustainability, institutional and financing arrangements, funds flow, roles and responsibilities of each stakeholder, and levels of subsidy. Designed a SWAp approach for the funding mechanism to harmonize the donor procedures with that of the HMG/N . (42) Project: Road Sector Development – ADB PPTA No 3751-IND Location: Madhya Pradesh, India Period: 2002 Time Spent: 2.0 months Position & Duties: Financial Analyst Prepared a financial plan for funding road development and maintenance from various existing funding sources and devised a strategy for future funding of routine and periodic maintenance, rehabilitation and upgrading of the road network within the state.Evaluated and constructed a governance structure for the same funding sources.For the program loan prepared an outline plan of new financial management system, reflecting ADB’s Guidelines for Financial Governance and Management of Investment Projects, for Highway Division/State Highway Authority as part of a institutional reengineering plan, that is first addressing processes and subsequently looking at the overall structure. In addition, carried out economic assessment and financial analyses of the investment component. For the project processing,completed and calculated the costs of the project for rehabilitation and periodic maintenance of 6 Corridors and an additional 1,900 Kms of State Highway, devised the funding mechanism for the Bank loan. Based the new accounting systemon the ADB Disbursement Handbook and the Operational Manual. Then devised and costed a plan for implementing a voluntary retirement scheme and social safety nets for redundant and redeployed staff and workers. Designed and implemented a financial management systemfor the PIU for the subsequent loan project and trained PIU staff in its use. (41) Project: Rural Water Supply and Sanitation – ADB PPTA No 3688-CAM Location: Phnom Penh, Cambodia Period: 2002 Time Spent: 3.5 months Position & Duties: Financial Analyst Conducted financial analysis. Developed a financial policy for 5 subprojects, based on cost recovery principles and the results of the social assessment, which will allow the communities to finance all their expenses (O&M, and assumption of credit liabilities for financing investments) over the long term. Reviewed costs of rural infrastructure to be supported by the RWSSP and determined its financing requirements. Assessed the financial requirements for O&M of rural infrastructure and recommend measures that improved O&M through community-based mechanisms, based on household affordability and willingness to pay. Prepared a qualitative and quantitative analysis of subsidies, cross - subsidies, and cost-sharing arrangements in each type of subproject, considering equity, affordability, and beneficiary households’ willingness and ability to pay. Proposed flows of finance from the Government to community groups, with detailed and specific recommendations for the flow of cash through provincial and/or local institutions, and methods for accounting, audit, control, and supervision. Prepared the financial projections for the subprojects for five years after the commissioning of the project facilities. Prepared project income statements and computed the financial internal rate of return for revenue-generating subprojects. All costs of environmental mitigation measures and monitoring were incorporated into the subproject budgets. Prepared cost estimates and a financing plan for the RWSSP using ADB COSTAB software. Prepared financial and economic analyses of the RWSSP according to ADB Guidelines for the Economic Analysis of Projects and The Economic Analysis of Water Supply Projects. (40) Project: Transport Sector Study – ADB PPTA No 3651-CAM Location: Phnom Penh, Cambodia
  • 20. Page 20 of 32 Period: 2001/02 Time Spent: 3.5 months Position & Duties: Financial Analyst Reviewed and assessed transport sector policy and regulatory frameworks. Reviewed transport sector taxation and revenue structures, in particular fuel taxes as a source of general revenue. Reviewed road user charges and the levels and forms of the charges. Examined the affect of the costs to the users of the transport services, which have an important effect on the level of economic activities. Defined the composition of the road vehicle fleet. Developed recommendations for a road user charge structure which, as far as possible, would relate the user charges to the road costs attributable to each vehicle type. Assessed the viability of establishing a dedicated fund for road maintenance, whereby all or part of one or more specific revenue sources is automatically allocated to this task. Assisted MPWT in working with the Ministry of Finance toward a workable, mutually acceptable solution. Reviewed the proposed Toll road concession between Phnom Penh and Sihanoukeville and analysed the tariff structure. Developed recommendations for a road user charge structure which, as far as possible, would relate the user charges to the road costs attributable to each vehicle type. Linked the revenue streams to PPP Investment in toll roads and PPP opportunities in civil aviation. Reviewed PPP Concessional arrangements in the aviation sector for the two main airports. Devised financial equity and investment models that would raise capital in Cambodia and overseas. Constructed a demand analysis and then used it as a base for a focus on the aviation sector as a sub-sector of the study. Held workshops in the form of user group sessions for all stakeholders and compiled a policy and future strategy for the aviation sector. Proposed various reform measures for the sector with action plans for its achievement, in the short, medium and longer terms. Identified the Investment Plan and proposed various options of a financing plan. Devised a sub-sector reform program to bring the civil aviation under a structure incorporating all forms of transportation. Reviewed the role of the Council of Ministers in the aviation sector. Assessed in general terms of poverty alleviation, the main effects of transport projects and improvements including the reduction of transport costs, provision of improved access for the poor, and provision of employment opportunities in the construction, maintenance and operation of transport facilities. Applied a Poverty Impact Analysis according to the new Bank policy outlined in it’s Handbook for Integrating Poverty Impact in Economic Analysis of projects. Produced a poverty impact assessment for the transport sector which was presented to a forum of all ministries and the World Bank. (39) Project: Debt and Risk Management – ADB AOTA No 3390-PAK Location: Islamabad, Pakistan Period: 2001 Time Spent: 3.5 months Position & Duties: Team Leader, Fiscal Management Specialist As team Leader (i) managed and coordinated all TA inputs and activities of the consulting team; (ii) in coordination with the information systems specialist communicated and liased with the government and the bank on all matters related to the TOR of the consulting team; (iii) prepared, in cooperation with the consulting team, all TA reports; and (iv) presented periodic progress reports to the TA director and the steering committee. In debt management; (i) analysed the information systems and training requirements for the DMU/treasury group; (ii) assisted the government in establishing and institutionalising a DMU/treasury group in the Finance Division to handle the debt management of the consolidated debt portfolio; (iii) prepared a detailed work description for the DMU/treasury group and each member; (iv) developed a treasury and risk management (debt management) program for the DMU/treasury group and, with assistance from a computer programming expert, developed s ystems required to carry out the program; (v) designed and provided training in the systems developed; (vi) provided training to other senior officers of the Ministry of Finance & Economic Affairs in concepts of debt management; (vii) designed reports for use by the cabinet, senior ministry staff, the State Bank of Pakistan and Donors; (viii) Drafted a policy for the government on annual and medium-debt strategies; designed report structures, in conjunction with budgetary functions across government; (ix) analysed data flow structures across government related to debt management; (x) prepared manuals to cover the whole debt management system. In risk management; (i) analysed exposure structure and recommended appropriate instruments for liability management in MoF; (ii) developed risk management policies and manuals; and (iii) provided training in application of analytical tools and instruments for risk management.
  • 21. Page 21 of 32 (38) Project: Hera Port Rehabilitation – ADB PPTA No C10364-ETM Location: Dili, East Timor Period: 2001 Time Spent: 0.75 months Position & Duties: Economic & Financial Analyst Assessed the potential number of fishers and their skills-base suitable for engagement in fisheries activities over and above the subsistence level in the provinces adjacent to Dili. Constructed a realistic development scenario for the entrance of new or existing vessels to enter the pelagic fisheries based on available fisheries stock data. Calculated the economic and financial viability of potential vessel types to target the pelagic fisheries based on recent fisheries trials and assessment, assuming that a certain percentage of economic rent from the fisheries will be applied. Recommended the most efficient user- fee system for the cost-recovery of the rehabilitation investment and future up-keep costs for the Hera port basin and surroundings. Prepared the economic and financial rates of return for the proposed project (using COSTAB). Prepared all the necessary core appendixes as requested in a normal RRP. Wrote-up the relevant sections in the project proposal e.g. financial and economic analysis, economic return, etc. Applied a Poverty Impact Analysis according to the new Bank policy outlined in its Handbook for Integrating Poverty Impact in Economic Analysis of projects. (37) Project: Harmonization and cooperation of government and bilateral grant donors in agriculture, health and education – for: British Government – DFID, The Netherlands, Sweden – SIDA, Norway – NORAD, Finland & Switzerland Location: Hanoi, Vietnam Period: 2001 Time Spent: 3.0 months Position & Duties: Public Financial Management Specialist In the position of Public Financial Management Specialist, produced a strategic framework for the Vietnamese government and donorpolicies on management, accountability, visibility, as an initiative for harmonization of government-donorODA procedures. In that project designed an operational framework covering appraisal and approval procedures; delegation of authority; requirements regarding environmental impact assessments,cost-benefit analysis, contractualprocedures; procurement regulations; output indicators, and monitoring and evaluation. In addition, identified the financial framework concerning financial procedures; auditing; reporting; liquidity planning; disbursement; and delegated authority. Identified the project cycle within the Vietnamese Government and compared the approach to the international cycle of aid, in particular identification, appraisal, implementation and evaluation. Assessed the effectiveness ofthe Public Expenditure Review (PER) at both central and provincial levels, determining the constraints to development of new modalities for aid interventions.Produced a peripheral study examined in depth the ramifications of the sectorwise approach (SWAp) which incorporated a world wide approach,research and assessment. (36) Project: Kalni-Kushiyara River Management Project ADB PPTA No 3267-BAN Location: Dhaka, Bangladesh Period: 2000/01 Time Spent: 3.0 months Position & Duties: Economist/Financial Analyst Assisted in the preparation of a project framework, describing the goal of the Project, its purpose and specific objectives, expected project outputs, and project inputs, in quantitative measurable terms to the extent possible, using the Logical Framework for ADB Assisted Loan and Technical Assistance Projects, September 1999. Evaluated the overall project and its individual components using COSTAB and FARMOD models in carrying out the economic and financial analysis. Applied the Bank’s Guidelines for the Economic Analysis of Projects to a feasibility study carried out by the Canadian International Development Agency (CIDA) and prepared the project for a Joint-financing operation. Reviewed previous studies and established without project conditions. Reassess ed prices of all project inputs and prices of major expected outputs to determine if there had been any change in relative prices; determined border price equivalents of traded project inputs and outputs; determined prices of
  • 22. Page 22 of 32 non-traded project inputs and outputs; calculated the standard conversion factors and shadow exchange rate factor; calculated the net present values and internal rate of return for the proposed project components and overall project; carried out sensitivity and risk analysis. Developed a methodology for assessing the following benefits: increased agricultural production (primarily dry season rice production); general improvements in socio-economic infrastructure; increased fisheries production; and improved river navigation. Detailed estimates were provided for all project benefits over the life of the project. In addition, the incidence of project costs and benefits for the project were analyzed to determine the impact on the incomes of beneficiary groups, on government revenues and cos ts, and net foreign exchange expenditures of the government. The direct and indirect employment generated by the project was calculated. Major project risks were assessed and included: slippage in the construction schedule, cost overrun for major civil works, significant decreases in the international price of rice, social disruption in the project area, extreme hydrological events, failure of the proposed institutional mechanism in terms of cost recovery and lower than expected flood attenuation. In addition devised a financial management system, including administration of cost recovery mechanisms, auditing and internal control for a new institutional structure tasked with the overview and implementation of the project. In addition, returned in the year 2001 to complete a Poverty Impact Analysis according to the new Bank policy outlined in it’s Handbook for Integrating Poverty Impact in Economic Analysis of projects. (35) Project: Efficiency Enhancement of Fiscal Management ADB AOTA No 3066-BAN Location: Dhaka, Bangladesh Period: 2000 Time Spent: 2.0 months Position & Duties: Financial Management Specialist As team Leader of the SOE component (i) managed and coordinated all TA inputs and activities of the consulting team; (ii) in coordination with the information systems specialist communicated and liaised with the government and the bank on all matters related to the TOR of the consulting team; (iii) prepared, in cooperation with the consulting team, all TA reports and project manuals; and (iv) presented periodic progress reports to the TA director and the steering committee. Reviewed the existing SOE system of recording, updating, monitoring, analysis, and reported the financial data/conditions of SOEs (both for financial SOEs and nationalized commercial banks [NCBs], and non-financial SOEs). Analysed according to three major kinds of losses or debt obligations incurred to the government by SOEs in the forms of (a) non-performing loans (NPLs) of financial SOEs, (b) sovereign guarantees incurred to the government under the production sharing contracts (PSCs) and power purchase agreements (PPAs) between SOEs and foreign investors, and (c) general losses or contingent liabilities of SOEs. Compared the existing system with similar systems in other countries and identified the deficiencies of the existing system in order to improve it. Designed a computerized system for systematic and timely recording, updating, monitoring, analysis, and reporting of SOE financial data/conditions (including the three major kinds of SOE debt obligations listed above). Assessed and evaluated the impact of the three major kinds of SOE debt obligations on the government fiscal position and the impact of SOE privatization on their budget. Proposed the sequence, timetable, and institutional and policy changes needed for the new system designed. Organized a workshop to discuss and disseminate the findings of the study. Provided training courses in this area to MOF staff. (34) Project: Basic Social Services, Education & Health ADB Appraisal Mission Location: Federated States of Micronesia Period: 2000 Time Spent: 0.75 months Position & Duties: Financial Analyst Reviewed the PPTA proposal on Education, Health & Social Services as part of an appraisal mission. This included the revision of costs estimates, financing plan and budget forecasts for the mobilization campaign promoting education, performance orientated employment conditions for teachers, and the strengthening of the teacher/school monitoring support system. Revised all costs and calculations, examining budgeting systems and financial planning methodologies and systems.
  • 23. Page 23 of 32 (33) Project: Manila Water Supply Project III (MWSP III), Philippines Government Location: Quezon City, Philippines Period: 2000 Time Spent: 1.5 months Position & Duties: Institutional & Financial Specialist Reviewed the policy and regulatory environment of the water sector and the Public/Private Participation regime in the Philippines. Designed an institutional structure that will support both the implementation and O&M phases of the project. Duties also included the assessment of public/private joint venture partnership in various formats; BOT, BT, BOO, Management Contracts and long term concession agreements. In addition contributed to the design of the information memorandum for release to potential investors. Designed the “Road Map” for the Government to follow to the letting of contract whether BOT or otherwise utilizing domestic and international financial markets through the issuance of IO and Bond issues to supplement concession agreements. (32) Project: West Henan Agricultural Development ADB PPTA No. 3028-PRC Location: Henan Province, People’s Republic of China Period: 2000 Time Spent: 1.0 months Position & Duties: Financial Analyst Reviewed previous financial reports on pilot enterprises and updated balance sheets, and profit and loss accounts. Analysed the effects of the Enterprise+Household production model in agriculture, horticulture, water and irrigation sectors. Conducted thorough financial investigation into several supporting SOEs. Assessed key financial ratios for each company and expressed an opinion on its viability. Assessed payback periods and revised cash flow projections. Restructured loan terms and conditions. Assessed EIRR and FIRR utilising COSTAB and Excel, including sensitivity analysis. Trained Pilot Enterprises in cash flow forecasting. (31) Project: Institutional Strengthening ofthe State Secretariat ofCivil Aviation ADB AOTA No. 2706-CAM Location: Phnom Penh, Siem Reap, Cambodia Period: 1999 Time Spent: 5.5 months Position & Duties: Financial Management Specialist Reviewed existing operational and financial recording systems and identified weaknesses, made recommendations for improvement where system deficiencies were identified. Prepared commercial financial statements for the most recent fiscal year based upon information available and researched. Prepared a detail business plan for five years commencing FY 1999, including one for Siem Reap. Produced financial analysis of all airports in Cambodia and of the sector as a whole. Recommended strategic time bound actions to split the sector into 3 distinct entities, regulatory, Air Navigation services delivery and airport operations. Prepared a detailed monthly timetable, reflecting tasks required and deadline dates for the preparation of monthly financial statements. Designed and implemented a financial accounting recording system, using a computerised general ledger package. Supervised and trained staffs to collect and process the necessary source data and prepared a detailed policy, procedures and guidelines manual. Reviewed, modified and introduced tariff setting methodologies. (30) Project: Industrial Technology Human Resource Development project (Phase II) Location: Jakarta, Indonesia Period: 1999 Time Spent: 0.75 months Position & Duties: Project Management Specialist For OPCV developed to final submission stage a technical proposal for Phase II of the ITHRD Loan project from ADB. This included the research of economic and industrial trends in Indonesia and the effect of the economic crises. Identified tasks, responsibilities and organisational structure for the
  • 24. Page 24 of 32 consultant to meet the terms of reference, as part of a generic methodology appropriate for the project (29) Project: North West Frontier Province Urban Development TA No 2940-PAK Location: Peshawar, NWFP, Pakistan Period: 1998/99 Time Spent: 4.5 months Position & Duties: Institutional & Project Financial Specialist Engaged principally as the Project Financial specialist on this Sector Reform project for the NWFP. These tasks were expanded to provide input on an Urban Development Sector Policy Statement, a review of the existing institutional framework at provincial and local levels for the delivery of infrastructure services, leading to an Urban Development Sector Action Plan for reform. Formulated a Sector Program Loan proposal to support the necessary reforms and associated capacity building, including the creation of an Urban Development Fund. The focus was on reducing public investment and expanding opportunities for private sector participation and covered urban planning, sanitation, water, solid waste disposal, roading and power. Reviewed and assessed administrative capacity in 7 local government administrations and within relevant departments of the provincial government. Reviewed options and derived recommendations regarding the future institutional arrangements for management and administration of various infrastructure systems for the whole of the Provincial Government. Identified potential costs of staff rationalisation and displacement and recommended funding mechanisms and costs reduction strategies. These recommendations formed the basis for a Bank structural program loan to facilitate the sector reform and implementation of the action plan. The project based the study around 7 urban towns throughout the province. The recommendations were then implemented and tested in one of these towns by identifying investment projects in sanitation, water, solid waste disposal or roading for that town that would qualify for financing under the urban Development Fund criteria. These projects were subjected to pre-determined criteria for participating in Bank financing and subjected to FIRR and EIRR evaluation. Utilised the Bank’s “CostTab” computer based project costing methodology. (28) Project: Tariff Restructuring and Modelling Location: Auckland, New Zealand Period: 1998 Time Spent: 3.0 months Position & Duties: Financial Analyst Created a financial model using SAP DataBase and Essbase - an Excel add-in - to facilitate the allocation of Line Business Costs in tariff methodology. This included Operation and Maintenance costs,overheads,depreciation and interest on Notional debt across customertype to ensure a rational approach to the allocation of costs i.e. LV, HV, DIST, etc to appropriate customer categories in the calculation of tariffs. The scope of the project was further developed to derive the Accounting Rate of Profit that should be made. The thrust was to ensure that each customer category contributed an appropriate and equitable revenue to cover investment in the Optimised Deprival Value of Assets employed by that group of customer class i.e. Residential (Urban & Rural), Business and unmetered. Further duties included P&L and Balance Sheet restructuring to allow for a separate Line Business company having due regard to asset valuations and allocation of costs for Customer Value Analysis. Involved in debating methodology for the actual tariff structure and once structure was identified determined actual tariffs acceptable to stakeholders.Additional duties included an assessment ofthe investment policy model, including customer investments and services -process, management, reporting and reviews. Assessed the threat of bypass operations and provided a competitor analysis, including financial performance. (27) Project: Sanitation Master Plan for Port Vila– TA No 2597-VAN Location: Port Vila, Vanuatu Period: 1997/98 Time Spent: 2.0 months Position & Duties: Institutional Specialist Engaged as the institutional specialist on the formulation of a 15-year Sanitation Master Plan for Port Vila. The project covered the sanitation, water, solid waste disposal and relevant energy issues.