1. Curriculum Vitae
Proposed role in the project:
Category: Senior Expert
Staff of:
1. Family name: PALMBACH
2. First name: Michael John
3. Date of birth: 19/01/1952
4. Nationality: USA
5. Residence: Indonesia
6. Education:
Institution (date from - to) Degree(s) or Diploma(s) obtained:
University of Arizona,
1980 – 1982
M.B.A., Masters of Business Administration, Operations Management,
Eller College of Business and Public Administration
University of Arizona, Arizona
State University, 1971 – 1976
B.Sc. Agriculture, Bachelor of Science,
Agricultural Education, College of Agriculture and Life Sciences
7. Language Skills: Indicate competence on a scale of 1 to 5 (1 excellent - 5 basic)
Language Reading Speaking Writing
English 1 1 1
Spanish 3 3 5
Russian 5 5 0
8. Membership of professional bodies: International City-County Management Association.
Qualified as a Vetted Expert with the UNDP Regional Centre in three separate areas:
• Public Administration Reform (PAR);
• Decentralisation, Local Governance and Local Development, and
• Government Assessments
9. Other skills: Proficient in computer applications for; word processing, data base management, use of
spreadsheets, and graphics.
10. Present position: Team Leader: TRANSFORMASI; Strengthening the Training System for Sub-National Financial
Management, Indonesia
11. Years within the firm: 20+ years in consulting under contract to governments and international agencies.
12. Key qualifications/skills:
Public Financial Management (PFM), MBA, with a concentration in Operations Management. More than
20 years of direct involvement in PFM advising. He has served as an advisor and trainer in Ministries of
Finance in: Cambodia, Indonesia, Kosovo, Kyrgyzstan, Philippines, South Sudan, Tajikistan, Turkmenistan,
and Zambia. He has conducted assessments and evaluations of programs and ministry operations in:
Bosnia and Herzegovina Kenya, Somalia, Sudan and Tajikistan.
Key Expert, Team Leader, Financial Manager, served on short and long-term projects with responsibility
as: Team Leader, PFM Advisor (budget, internal audit, risk management, capacity development, and HRM),
M&E Advisor, governance and technical advisor. Served as team leader and technical expert on programs
funded by: European Union, World Bank, GIZ, DFAT (AusAID), USAID, multi-donor trust funds (EU, DFID,
OSCE and European governments), and projects funded by the governments of; Finland, Netherlands,
Sweden, and Denmark. Assignments have included the entire project cycle functions of; assessment,
monitoring, and evaluation of projects.
Trainer/coach in PFM, public administration, and governance, designed and delivered more than 200
intensive training programs (duration of 3-5 weeks) for government leaders, managers, and technical staff
from more than 60 countries. PFM topics have included: Finance, Audit, Procurement, Accounting,
2. Budgeting, IT-ICT-FMIS, Planning, Monitoring and Evaluation, Risk Management and Leadership. Utilize
participatory “learn-by-doing” methods targeting higher level skills development.
Capacity Development, designed and implemented major government wide Training Needs Assessments
in PFM. Served as the Training Director of the Government Accountancy Training Centre, designed and
delivered modular training programs in: accounting, procurement, finance, and budget management for
staff of all Ministries and local government officials. Authored numerous training manuals and guidelines
(including budget management at the local and national level), and developed government forms/formats
and administrative instructions required to develop and implement local government laws and
regulations.
Government bureaucracy reform, technical advisor on establishing financial and management planning,
monitoring and control mechanisms. Developed guidance on procurement procedures utilizing
international procurement and accounting standards. Oversaw major government reorganization and
personnel evaluation and job rating for a Ministry of Finance. Designed budget planning forms and
formats, including the necessary enabling legislation, budget calls, and circulars.
National and Local Government decentralized, working experience in local government providing a
bottom-up perspective to PFM reforms. This includes use of subsidiarity concepts, i.e. “the best decisions
made are those decisions made closest to the locale of responsibility”. This approach is consistent with
decentralized political systems. The ability to bridge the gap between local governments and national
Ministries of Finance is an asset. Experienced at the local and national government levels in service
delivery areas, including: water and sanitation systems, electrification, infrastructure, roads and drainage,
and issues of safety and security. Designed and delivered 140 PFM training programs for local
governments.
Advisor/trainer/coach to political leadership, led an 11 year partnership with the Presidential
Administration providing training in “Public Administration for Senior Leaders in Government” (local
leaders of every Oblast and City, Kazakhstan). Advised members and committees of parliament (elections,
law drafting, taxation), speaker of the parliament, ministers and political parties in European, former
Soviet Union, and Latin America countries.
NGO/CSO leadership, director of an internationally focused NGO organization for 15 years. Trained NGO
leaders in organizational management, financial management, and coached on mechanisms to improve
NGO/government relations. Trained NGOs focusing on youth development, social services, and post-
conflict recovery.
Rural development and technical program management, designed and delivered more than 50 technical
training programs in natural resources management, forestry, agriculture, and municipal services (potable
water, sanitation, solid waste, rural roads, infrastructure for schools and health centers, municipal
planning and zoning). Developed work plans and financial management for large water, agricultural, and
livelihood projects (23 – 30 million Euros).
Financial assessments, conducted external assessments of EU budget support programs related to PFM,
and assessment of the outputs, operations, and capacity needs of reform strategy working groups.
Assessed budget support conditionalities for EU budget support programs in PFM and other sectors.
Utilized PEFA indicators as well as assessments of institutional processes; planning, budgeting, revenue,
accounting, finance, procurement, and auditing, and medium-term infrastructure investment. Prepared
governments for PEFA assessments through conducting pre-PEFA training programs for Ministry of
Finance, Ministry of Economy, and members of Parliament committees. Assessed World Bank projects,
and developed operational roadmaps (projects of 150+ million USD).
13. Specific experience in the region (most recent first)
Country Date from - Date to
Albania 04/06 -- 04/06
Bosnia 08/12 – 05/13, 03/04 -- 04/04
Cambodia 03/09 – 08/09, 11/09-12/09, 01/10-03/10
Dominican
Republic
04/02 – 04/02
Gambia 05/82 – 07/84 (two years, resident)
Georgia 07/03 – 08/03, 11/03 – 12/03
Indonesia 07/15-present
3. Kazakhstan 05/12, 03/03-11, 11/03 - 11/03, 08/03 - 09/03, 02/03 - 03/03, 11/02 - 11/02, 02/02 - 03/02,
09/01 - 09/01, 08/00 - 09/00, 03/00 - 03/00, 05/99 - 06/99, 12/98 - 12/98, 10/98 - 11/98,
04/98 - 05/98, 08/97 - 08/97, 04/97 - 04/97, 09/96 - 09/96, 04/96 - 04/96, 01/96 - 01/96,
11/95 - 11/95, 08/95 - 09/95, 02/95 - 02/95, 08/94 - 08/94, 01/94 - 02/94, 08/93 - 09/93
Kenya 02/14-03/14, 02/12-8/12, 03/10 – 03/10, 08/09 – 11/09
Kosovo 09/07 -- 05/08, 05/04 - 09/07 (four years, resident), 12/03 - 01/04
Kyrgyzstan 06/14 – 12/14, 02/03 -- 04/03
Lesotho 04/90 – 06/90
Macedonia 06/06 – 06/06, 03/05 - 03/05
Mauritania 06/85 – 09/85
Montenegro 02/07 – 02/07
Morocco 04/89 – 06/89
Nicaragua 08/99 – 09/99
Philippines 3/15, 10/14, 5/14 - 6/14, 06/13 – 12/13, 07/10 – 10/10, 07/89 – 08/89
Poland 03/94 – 03/94
Serbia 03/05 -- 04/05
Sierra Leone 04/78 – 07/80 (two years, resident), 08/89 – 10/89
Somalia 04/14 – 05/14
South Sudan 4/15, 3/14, 2/14, 07/11- 12/11
Sudan 07/08 -- 09/08
Swaziland 05/79 – 05/79
Tajikistan 01/15 – 02/15
Turkmenistan 11/10 – 07/11, 03/95 – 04/95
Ukraine 12/99 – 12/99, 07/99 – 07/99, 12/93 – 01/94
Uzbekistan 04/96 - 04/96, 02/03 - 04/03
Zambia 3/16, 11/15
* Director of bilateral government-to-government exchange programs (Executive Director of the Santa Cruz
Institute), 1987-2002, conducted more than 180 programs in the U.S. & 3rd
countries for government leaders from:
Central and Eastern Europe, Central Asia
Albania, Armenia, Belarus, Bulgaria, Bosnia and
Herzegovina, Czech Republic, Georgia, Hungary,
Kazakhstan, Kosovo, Kyrgyzstan, Lithuania,
Macedonia, Moldova, Montenegro, Poland, Romania,
Russia, Serbia, Slovakia, Tajikistan, Turkmenistan,
Ukraine, Uzbekistan
Latin America and Caribbean
Belize, Costa Rica, Ecuador, Dominican Republic, El
Salvador, Guatemala, Haiti, Honduras, Jamaica, Mexico,
Nicaragua, Panama, Peru, Trinidad
Middle East, North Africa, Asia
Cambodia, Cyprus & North Cyprus, Egypt, India,
Indonesia, Morocco, Pakistan, Palestine, Philippines,
Singapore, Sri Lanka, Yemen
Africa
Burkina Faso, Burundi, Chad, Gambia, Guinea-Conakry,
Lesotho, Morocco, Madagascar, Mauritania, Malawi,
Mali, Niger, Senegal, Sierra Leone, South Africa,
Swaziland, Zimbabwe
4. 14. Professional experience record (most recent experience)
Date from -
Date to
Location
Company and contact Position Description
07/15
present
Indonesia
GIZ, Particip,
christine.fenz@parti
cip.de
Team Leader TRANSFORMASI: Strengthening the Training System for Sub-National Financial Management, Indonesia, support
to the Ministry of Finance in the development of PFM training systems for sub-national governments (reporting to
the Division of Local Budget and Capacity Development). Support to the development of the new career path of
“Financial Analyst” to provide a professional track in PFM for advancement and retention in government at the
national and sub-national levels, and development of national-local PFM training systems. HR assessments of all
Finance Ministry staff (unit of Local Government and Capacity).
3/16
11/15
Zambia
EU, Ecorys, Tiffany
Stevens,
Tiffany.Stevens@ec
orys.com
Lead Trainer Technical Assistance to the Ministry of Finance for the Design and Delivery of a Competency Based
Demonstration Course, design and delivery of a IFMIS training program for accountants from 11 ministries. The
program build on identified technical competencies in the areas of: Payroll, Revenue Collection, Asset Management,
Capital Expenditure, Operating Expenditure, Financial Reporting, and Data Mining. All sessions were conducted on
life IFMIS system.
01/15
02/15
Tajikistan
EU
HTSPE, anne-
sofia_holmberg@da
i.com
Team Leader, EU
External Evaluator
Evaluation of the EU projects to Support Public Finance Reforms in Tajikistan, evaluation of all EU interventions in
PFM, including projects focusing on: MTEF, macroeconomic forecasting, FMIS, internal audit, decentralization, and
support to higher education in PFM. Development of “forward-looking” program recommendations in public sector
reform, with an emphasis on PFM. Assessment of Budget Support conditionalities.
2016, 2015
(x2), 2014
Short-term
Denmark
Danida, Ramboll
Mathilde Heegaard
Bausager,
MTHJ@ramboll.co
m
Trainer in PFM
Reform
Danida Fellowship Centre in Financial Management and Good Governance, conduct PFM training in: budgeting,
planning, accounting, PFM reform, internal and external audit for senior officials from multiple countries. Training
sessions include participatory activities related to budget development based on: economic, functional, and
programme classification to the level of projects and activities of central and local governments.
6/14
12/14
Kyrgyzstan
World Bank
Nazgul Osmonalieva
nazgul.osmonalieva
@gmail.com
Budget and Strategic
Planning Advisor to
Ministry of Finance
Capacity Building for Public Financial Management, advisor to the Ministry of Finance on issues of National and sub-
National budget formation and execution, and the procedures and process of strategic development planning.
Development of the Ministry’s Strategic Development Plan, development of a transparent budget format. Training in
PEFA indicators, FMIS, and strategic planning and budgeting.
3-6/15
10-14
5/14 - 6/14
The Philippines
EU
John Izard
jrizard.jr@gmail.co
m
Senior PFM Expert,
Health Systems
Indigenous Peoples Maternal, Neonatal, Child Health and Nutrition Project (3 contracts), promotion of health
budgeting for indigenous communities. Convened working meetings with Governors, Mayors, Budget and Planning
Directors and health officials to develop annual budget for health sector expenditures. Training programs and working
sessions in budget preparation in 5 operational areas of Mindanao.
4/14
5/14 Somalia, Kenya
UNDP
Albert Soer
albert.soer@undp.o
rg
Public Financial
Management Expert,
External Evaluator
Final Evaluation of the Somali Institutional Development Project (SIDP), evaluate the PFM support provided under
the fragile state conditions of the new governments (13 million Euro project), in the three Regions of Somalia:
Somaliland, Puntland, and Federal Somalia. Evaluated the support provided and contributed to upcoming project
design for support to the PFM functions of; budget, procurement, audit, accounting, treasury and public participation.
4/15
3/14
2/14
South Sudan,
Kenya
Government of
Netherlands/NIRAS
Theo Hendriksen
theo@eeswater.co
m
Procurement and
Financial
Management Expert
Programme for the Water Sector in Eastern Equatoria State between South Sudan and the Netherlands, develop a
strategic approach to the control of program finances on 24.5 million Euro infrastructure and policy project. Draft
procedures and guidelines for expenditure management, financial accounting and reporting, control programme
finances, expenditure records and audit, draft procedures and guidelines for procurement of public works.
5. Date from -
Date to
Location
Company and contact Position Description
06/13
12/13 The Philippines
AusAID, PDP/Coffey
International, Peter
Nelson, dr_peter_
nelson@yahoo.com
Team Leader, Risk
Management
Advisor
Strengthening of Internal Control and Internal Audit, Department of Social Welfare and Development (DSWD), the
Department (Ministry, 10,200 employees) grew from a budget of 2 billion to 79 billion Pesos (2 billion USD) in a period
of 8 years. Advised the internal audit unit and introduced risk management procedures. Wrote training manuals and
guides, training of senior leadership (for 32 central and field offices) through 16 training programs
08/12
05/13
Bosnia and
Herzegovina
Sida, VNG & SIPU:
Johan Engström,
Johan.Engstrom@sipui
nternational.se
Team Leader, Local
Government
Association Advisor
Capacity Development for Municipal Associations (CDMA), advising, coaching for two local government associations
representing all local governments of Bosnia and Herzegovina. Advise in the development of annual action plans in:
Development Strategy of the Association, Human Resources Development, Association Services Delivery, Lobby and
Advocacy. Supervise Project Managers, coach Legal and Financial Advisors, and EU Integration Units.
05/12
(short-term)
Kazakhstan
UNDP, Gulnar
Smailova,
Gulnar.smailova@
undp.org
Advisor on Civil
Service Law
Development
Advisor on Civil Service Law Development, advisor to the Government of Kazakhstan on: “Review of International
Experience for Preparation of Legislation on Public Service Delivery”. Conduct review of international practices
(Singapore, South Korea, and Malaysia). Advise on: establishing a “public service” and “government function” legal
definitions; responsibilities of state bodies; standards and regulations for public services.
02/12 –
08/12
Kenya
Ministry of Foreign
Affairs of Finland
NIRAS, hanna-riitta.
kurittu@niras.fi
Financial
Management and
Procurement
Specialist
Financial Management and Procurement Specialist, PALWECO (Program for Agriculture and Livelihoods in Western
Communities), responsible for the financial administration of 26 million Euro rural development program. Project
fiduciary agent, with signature authority for all financial transactions and programme procurement processes.
Establish Chart of Account compliant with the Kenya National Budget coding system, and GFSM2001 standards.
7/11 –
12/11
South Sudan
EU Joint Donor
Fund
PriceWaterhouseCo
opers/ECORYS,
Laban Gathungu,
Laban.
Gathungu@ke.ey.c
om
Public Financial
Management
Training Expert
Capacity Building
Trust Fund (CBTF)
International PFM Advisor, Ministry of Finance and Economic Planning, Government Accountancy Training Centre
(GATC), management, oversight and the provision of Public Financial Management (PFM) training at GATC,
accredited for both ACCA (Association of Chartered Certified Accountants), and CIPS (Chartered Institute of
Purchasing and Supply) instruction and examination. Managed team of 6 international and local instructors.
Delivered training to staff of 24 ministries, agencies, and commissions, in: Chart of Accounts, Cash Management,
Budget Execution, Revenue Management, and TOT for PFM Practitioners. Trained officials from all 79 States.
11/10 – 7/11
Turkmenistan
European
Commission
TACIS/Linpico
Sophie Djugeli,
sdjugeli@linpico.co
m
Budget & Training
Expert,
Turkmenistan
Support to Further
Economic Reform II
PFM Budget Advisor, Ministry of Finance, Technical Assistance to Support Further Economic Reforms II assist and
support the Ministry of Finance in the development of budgets, plans, and reports that provide information to
policy makers on the use of budgets and financial resources. Introduce results oriented budgeting practices, assist
in the elaboration of operating rules and regulations for the implementation of the budget code. Develop study
programs related to: Results Oriented Budgeting (ROB), Strategic Planning, Macroeconomic Forecasts, and the
Medium-Term Economic Framework, Budget Planning and Budget Execution, GFMIS (Government Financial
Management Information Systems), IFRS and IPSAS.
07/10 –10/10
Philippines
European
Commission
EC/GTZ, Kjeld
Elkjaer
LGU-PFM Specialist
kjeld_elkjaer@
yahoo.dk
Team Leader, and
PFM
Decentralization
Expert
Team Leader and senior PFM/Decentralization expert, in the development of the Philippine Road Map for Local
Government Public Financial Management Reform. Development of the LGU-PFM Road Map 2020, for PFM reform
and decentralization covers both short and long term planning horizons. International targets including MDG and
PEFA instruments have been simplified and made verifiable for Local Government Units (LGUs), including
development of the PFMAT (PFM Assessment Tool). Training Needs Assessment (TNA) in all major areas of PFM
was conducted, and evaluation of audit systems, and of the i-TAX integrated financial management system.
6. Date from -
Date to
Location
Company and contact Position Description
01/10 – 03/10
11/09 – 12/09
03/09 – 08/09
Cambodia
World Bank
Sreng Seng, EFI
Director,
sengsrengefi
@yahoo.co.uk
PFM Training
Advisor
Public Financial Management Training Advisor, Ministry of Economy and Finance, Economics and Finance Institute
(EFI), prepared the Professional Development Program for upgrading of skills in financial management and
certification programs, and sub-contracting plan for use of international professional associations in the delivery of
training (approximate budget 6-7 million USD). Mentor, coach and advise MEF staff on monitoring and evaluation,
and development of Performance Based Budgeting (Program Budgeting). Designed and implemented a PFM TNA in
24 Ministries and 15 Operating Agencies. Design, schedule, and assist in the delivery of 34 financial management
trainings for central, regional, and district government personnel.
08/09 – 11/09
Kenya
Sida, SIPU,Daniel
Gronvius, daniel.
gronvius@
sipuinternational.se
Senior Financial
Expert/Deputy
Team Leader/Team
Leader
Senior Public Financial Management Expert, assessment of Financial Management skills and Institutional
Performance at the regional government level. Assessment of 16 municipal governments’ capacity to coordinate,
plan, and implement infrastructure development under an initial disbursement of $165 million by the World Bank
(WB), the French Development Agency (AFD) and Sida. Supervised 3 teams of the in the assessment of: Planning &
Budgeting, Budgeting & Financial Management, Procurement, Revenue, Audit, LAIFOMS (IFMIS). Also assessed:
Human Resource Management & Development, Engineering Services and Town Planning, Urban Development
Services, Social Services, Health Services, Education Services.
07/08 - 09/08
Sudan, South
Sudan, Kenya
USAID, MSI
Sam Taddesse
Chief of Party
samtad@yahoo.co
m
Technical Advisor,
Performance
Indicators
Technical Advisor to USAID, South Sudan, Monitoring & Evaluation on establishing financial and management
planning, monitoring and control mechanisms. Developed financial “burn-rate” graphics for use by financial
managers and controllers, and performance indicators reporting forms. Developed guidance on procurement
procedures, following international procurement standards and international accounting standards. Developed
monitoring and evaluation forms and formats for the Program Office and establish standard performance
indicators, quarterly reporting and annual reporting formats for $800 million in projects.
09/07 – 05/08
Kosovo
USAID
RTI International
Senior Training
Advisor, Effective
Municipalities
Initiative
Senior Training Advisor, Ministry of Local Government Administration, advisor to the Permanent Secretary and
the Departments Planning and Monitoring on local government reform, training on the restructuring of local
government brought about by elections and government decentralization reform laws. Coordination with the
Ministry of Economy and Finance, Treasury, and Procurement Agency.
05/04 – 09/07
Kosovo
USAID
RTI International
Technical Advisor
Local Government
Initiative
Senior Budget & Capacity Development and Resident Municipal Advisor, principal architect of the introduction of
Program and Performance Budgeting (Municipal budgets of 165 million Euros) in all 33 municipalities, trained 1,200
mayors, executive officers, budget directors, and assembly members. Coordination of international efforts on budget
reform for the Ministry of Economy and Finance with the OSCE, EAR, and the UN. Principal advisor to the administration
of a municipality comprised of a capital city and 78 towns and villages with a focus on: policy reform, government
efficiency and effectiveness, and economic development.
03/04 - 04/04
Bosnia &
Herzegovina
USAID
MSI, William Rich
Director of
Contracts
Team Leader
Monitoring and
Evaluation of the
Civil Service
Administration
Monitoring and Evaluation of the Civil Service Administration, conducted a joint assignment for USAID and OSCE
to evaluate the operation of the personnel office of the Civil Service Administration. This office is responsible for all
government recruitment activities, and for following procedures to ensure that ethnic considerations are fulfilled in
placement of civil servants.
12/03 – 01/04
Kosovo
USAID
Development
Associates and IPC
Corp.
Technical Expert
Evaluation of Post
Conflict Programs in
Kosovo
Evaluation of Post Conflict Programs in Kosovo, Evaluation of all USAID programs during first 4 years of post-war
program activities. Performance audit of program output and outcomes, utilizing performance indicators. Assist
USAID transition to a new policy focus (Country Strategic Plan) for activities in Kosovo.
7. Date from -
Date to
Location
Company and contact Position Description
05/03 – 07/03
Georgia
USAID
Nathan &
Associates
Technical Expert
Evaluation of the
Georgia Community
Mobilization
Initiative
Evaluation of the Republic of Georgia Community Mobilization Initiative (GCMI); assessed the program’s impact at the
community level (1,175 projects implemented by small communities), $50 million in investment. Performed a
performance audit of both financial and technical performance, including an analysis of the implementation of the
projects, measured the project impact, as well as the procedural development and use of program budgets.
02/03 – 04/03 Central Asia:
Kazakhstan,
Kyrgyzstan,
Uzbekistan
USAID
Development
Associates and
Nathan Associates
Technical Expert
Evaluation of
Participant Training
Programs in Central
Asia
Central Asia (Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan); evaluation of USAID participant training
program, measured the impact made through the 10 year program, and 30,000 placements of participants in
international training programs.
08/87 – 12/02
Programs
conducted in
countries as
noted below,
and in the US
for leaders from
national and
local
governments
Santa Cruz
Institute
Executive Director
Santa Cruz Institute
Co-founded corporation to provide training and consulting in leadership, management, and technical topics worldwide.
Implemented over 200 U.S. government contracts for representatives of 65 foreign governments. Managed combined
operating and project budgets ranging from $250,000 - $1 million (typical individual contract size: $50,000), and project
staffs of up to 30 persons. Led more than 30 training, evaluation and consulting assignments in foreign countries.
Developed and delivered a large portfolio of advising and training programs geared toward the development of business
plans and governmental action plans in the areas of:
Public Administration: assisted local governments develop plans for water, power, sanitation, roads, education,
public housing and social programs. Conducted programs in budget development, tax reform, law drafting, and
leadership for mayors, department heads, and members of national governments.
Business Management and Economic Development: led trade promotion missions and coordinated participation in
trade fairs, development of import-export relations, marketing and managerial consulting for small and medium size
business development.
Non-Governmental Organization Management: assisted citizen groups in community development issues,
organizational development, use of the media, and government relations.
Environment, Agriculture, and Technical Program Design: designed and conducted projects in environmental
protection and remediation, engineering, hydrology, agricultural production, irrigation, watershed management, and
GIS for governments and corporations.
Note: below are offered several examples of training programs for government officials, more than 180
programs were conducted:
10/03 – 11/03
10/02 - 11/02
10/01 – 11/01
10/00 – 11/00
01/99 – 03/99
06/98 – 07/98
05/97 – 06/97
05/96 – 07/96
04/95 – 06/95
03/94 – 05/94
Participants
from
Kazakhstan
Santa Cruz
Institute
USIA, USAID
Team Leader
Program: Public
Administration for
Senior Managers in
Government
Program: Public Administration for Senior Managers in Government, 11 annual programs designed in cooperation with
the Head of Personnel of the Presidential Administration. Leadership and management of local government,
coordination of local-regional-national government activities, budget management, provision of local services, taxation
and revenue policy, power sharing between federal and local governments, city management.
Clients: Presidential advisors, mayors, governors and senior managers.
Results: Action Plans included establishment of jury based system of justice, property tax collection, management plan
for privatizing apartment buildings, transparent government and use of natural resources, establishment of municipal
police force, involvement of citizens in tax process, promotion of small business development, city budget formation and
privatization of state enterprises, development of personnel policies for city administration, in-service training for
mayors and governors, establishment of private enterprises in agriculture, crime prevention program, unemployment
8. Date from -
Date to
Location
Company and contact Position Description
02/93 – 04/93 insurance and privatization of local schools, establishment of procedures for recruitment for civil service, social
protection, privatization of agricultural cooperatives and use of public media, elimination of redundant departments,
development of relations between private business and local government, development of a tourism industry,
competition based civil service hiring, statistical analysis of public administration, establishment of a jury based system
of justice, property tax collection, management plan for privatizing apartment buildings, transparent government, and
use of natural resources, business seminars for women entrepreneurs, development of local business charters, role of
local government in solving unemployment problems, support for farmers and small businesses in rural areas, support
for unemployed and underemployed youth, improvement of the budget process, teaching children about market
economy and democratic society, restructuring the administration of city utilities.
12/01 – 12/01
10/00 – 11/00
10/99 – 10/99
10/98 – 10/98
Participants
from Ukraine
USAID Team Leader
Strategic Budgeting
and Planning for
Municipal Managers
Program: Strategic Budgeting and Planning for Municipal Managers (4 years of non-competitive awards to work with 50
Ukrainian Cities), structures of government, budgeting models, transparency and accountability operating and capital
budgets, taxation, preparation of business plans, and preparation of training workshops
Clients: Mayors, senior municipal officials and accountants.
Results: Action Plans included: utilization of city lands and property as a source of municipal income, reduction of
expenses for the delivery of heating, transparency of the budget process.
08/01 – 08/01
Participants
from Russia
USAID Team Leader
Using Outcome
Measures to
Determine Program
Effectiveness
Program: Using Outcome Measures to Determine Program Effectiveness, local government responses to social services,
coordinating responses to social services through Information and Referral evaluating the need for program
intervention, developing formative and summative evaluations, gathering qualitative and quantitative data, data analysis
and data communication, adult education skills, internet applications: secondary research and networking.
Clients: Regional and local government social service directors and educators.
Results: Action Plans included: Training on economic and social issues in human development for deputy heads of
municipal administrations; developing horse therapy for disabled children; Encouraging NGOs to provide residential
services; and Organization recreation activities for children and teenagers from low-income families. Group Project:
Interaction Technologies for State and Non-Governmental Organizations.
15. Other relevant information:
Publications
Author of manuals for Municipal Government, Kosovo, portions of 4 units:
o Citizen Participation,
o Municipal Budget,
o Capital Expenditures,
o Human Resources Management
Author of a series of 6 manuals for local leaders in Ukraine:
o Budgeting,
o Finance,
