Assignment Name:

Public management and finance performance based reforms 

Country: Kazakhstan

Location within Country:

Astana

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (adviser) and Dr Graham Scott (strategic adviser)

Name of Client:

Government of Kazakhstan (through World Bank)

N^o of Staff:

2 staff plus 4 associates

Address:

State Chancellery, Astana

N^o of Staff-Months: approximately  10

Duration of Assignment:

2007-2008

Start Date (Month/Year):

July 2007

Completion Date (Month/Year):

Oct 2008 

Name of Associated Consultants, If Any:

Howard Fancy, Nina Hajoyan, Alf Kirk, Samvel Markosyan

N^o of Months of Professional Staff Provided by Associated Consultants:

Approx. 5

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Graham Scott,  strategic adviser, Dr Lynne McKenzie, adviser

Narrative Description of Project:  Public administration and finance reform design and implementation.

Description of Actual Services Provided by Your Staff:

Advice on reform design; developing new laws and concept papers for the design; assisting with implementation planning; designing templates and processes; training core staff as well as wider government officials; QA on strategic plans, budget programmes and  MOUs; briefing President, Prime Minister and Cabinet.

Assignment Name:

Public management and finance performance based budgeting reforms 

Country: Uzbekistan

Location within Country:

Tashkent

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (adviser)

Name of Client:

Government of Uzbekistan and UNDP

N^o of Staff:

1

Address:

Ministry of Finance, Tashkent

N^o of Staff-Months: approximately  1

Duration of Assignment:

One visit 2008

Start Date (Month/Year):

Oct 2008 

Completion Date (Month/Year):

Nov 2008

Narrative Description of Project:  Finance reform design and implementation.

Description of Actual Services Provided by Your Staff:

Adviser to working group from Ministry of Finance and Ministry of Economy Uzbekistan on approach to performance based budgeting including design of budget appropriations, performance specification, and reporting.

Assignment Name:

Preparation of Single Document on Public Financial Management Reform in Vietnam

Country: Vietnam

Location within Country:

Vietnam

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (lawyer/financial reform adviser) and Dr Graham Scott (strategic adviser)- in association with Kieran Murray, LECG

Name of Client:

Multi-donor group led by the World Bank

N^o of Staff:

2 

Address:

Ministry of Finance

PMU

Hang Choi

Hanoi

N^o of Staff-Months: approximately  0.5 months

Duration of Assignment:

Spread over 8 months

Start Date (Month/Year):

November 2006

Completion Date (Month/Year):

July 2007

Name of Associated Consultants, If Any:

nil

N^o of Months of Professional Staff Provided by Associated Consultants:

n/a

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Graham Scott,  lead adviser, Dr Lynne McKenzie, adviser

Narrative Description of Project:  Advice on developing a document to describe the current major reforms in public finance.

Description of Actual Services Provided by Your Staff:

Advice on developing the draft document including advising on the structure and contents, advising on techniques to assess the coverage of the reforms and gaps, and assisting with other aspects.

Assignment Name:

Public Financial Management Reform Project IDA credit No. 3767-VN & UK DFID TF050988 component 2 - Strengthening State Budget and Investment Planning

Country: Vietnam

Location within Country:

Hanoi and four provinces, Vietnam

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott (strategic adviser); Dr Lynne McKenzie; (lawyer/financial reform adviser)

Name of Client:

World Bank and DFID

N^o of Staff: 2

Address:

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: approx 23

Duration of Assignment: 4 years

Start Date (Month/Year):

2004

Completion Date (Month/Year): 2008

Name of Associated Consultants, If Any:

Kathryn Ennis, Adviser on provincial finances

N^o of Months of Professional Staff Provided by Associated Consultants:

9

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott, Chief Technical Adviser; Dr Lynne McKenzie, Joint Technical Adviser

Narrative Description of Project: Pilot MTEF project to test a model to roll out to the central and provincial governments.  This work also involves a Fiscal Framework as well as expenditure frameworks at the central level and Fiscal and Expenditure frameworks for each province.

Description of Actual Services Provided by Your Staff:

Graham Scott and Lynne McKenzie are the joint technical advisers to the Ministry of Finance in Vietnam on the implementation of an MTEF process for the government (4 year project).  In addition another Southern Cross associate is managing the provincial government role for this project. Involves helping the Ministry of Finance to design processes, set standards, train ministries and implement improvements in financial management through central and local government.  The MTEF work at a detailed level is being trialled with the Ministries of Agriculture, Education, Health and Transport and four provincial governments, with plans underway for broadening this scope. 

Assignment Name:

Health sector reforms Afghanistan

Country: Afghanistan

Location within Country:

Off-site advice

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie, Dr Graham Scott

Name of Client:

World bank

N^o of Staff:

2

Address:

World Bank

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: approximately  0.5 months

Duration of Assignment:

0.5 months

Start Date (Month/Year):

October 2003

Completion Date (Month/Year):

October 2003

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Graham Scott, adviser, Dr Lynne McKenzie, adviser

Narrative Description of Project:  Reviewed reports on proposed institutional arrangements for managing and funding health services in the provinces in Afghanistan.

Description of Actual Services Provided by Your Staff:

Provided advice on the institutional arrangements for health services in Afghanistan, with a particular emphasis on (i) the role of NGOs and private contractors in direct service delivery relative to government; (ii) functional responsibilities of different levels of government.

Assignment Name:

Draft Public Finance Law

Country: Bhutan

Location within Country:

Thimpu

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (lawyer/financial reform adviser) and Dr Graham Scott (strategic adviser)

Name of Client:

World Bank

N^o of Staff:

2 

Address:

World Bank

1818 H St NW
Washington DC 20433
USA

(India office)

N^o of Staff-Months: approximately  1 month

Duration of Assignment:

1 month

Start Date (Month/Year):

January 2003

Completion Date (Month/Year):

January 2003

Name of Associated Consultants, If Any:

Nil

N^o of Months of Professional Staff Provided by Associated Consultants:

n/a

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Graham Scott, adviser, Dr Lynne McKenzie, adviser

Narrative Description of Project:  Draft a modern Public Finance Law

Description of Actual Services Provided by Your Staff:

Advised Royal Government of Bhutan on the development of new financial management arrangements to support greater delegations from the monarchy to the national assembly and government. This included drafting a Public Finance Act and advising on the design and implementation of reforms associated with this Act. The draft Act included accountability arrangements for all forms of government institutions.

Assignment Name:

PER Review and review of law

Country:Mongolia

Location within Country:

Ulanbataar

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Name of Client:

World Bank

N^o of Staff:

Address:

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: 2

Duration of Assignment: 2 months

Start Date (Month/Year):

  Jan 2002

 Jan 2009

Completion Date (Month/Year):

June 2002

Jan 2009

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Both consultants reviewed PER drafts; Dr Lynne McKenzie reviewed the public finance law and the approach to performance budgeting.

Narrative Description of Project 1: Review of draft PER; 2. Review of approach to performance budgeting

Description of Actual Services Provided by Your Staff:

·          Reviewed World Bank PER. Advised on options for decentralising central government functions to local government. Included analysis of options for roles, responsibilities and accountabilities for the provision of services in the health sector by central and local government.

·          Developed framework of principles to review public sector law against and reviewed proposed public management and finance law against those principles.

·          Critiqued the public finance law passed by the government.

·          Reviewed approach to performance based budgeting.

Assignment Name:

Thailand budget reform

Country:Thailand

Location within Country:

Bangkok

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Name of Client:

AUSAID (via SAGRIC)

World Bank
1818 H St NW
Washington DC 20433
USA

N^o of Staff:

2

Address:

Canberra, Australia

N^o of Staff-Months: 7

Duration of Assignment: span 2 years

Start Date (Month/Year):


2000

Completion Date (Month/Year):

2002

Name of Associated Consultants, If Any:

Dr Ian Ball, financial reform adviser; Lewis Hawke, financial reform adviser

N^o of Months of Professional Staff Provided by Associated Consultants: 2

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Narrative Description of Project: AUSAID project to develop standards for financial reporting.  World Bank project to provide advice on improving the financial management law and related arrangements.

Description of Actual Services Provided by Your Staff:

AUSAID: Provided advice on standards for budget planning for budget agencies to meet in order to achieve greater financial and management flexibility.  Training materials were developed to assist the implementation of the standards.

World Bank: Analysed current laws and advised on areas to consider in developing revised finance laws such as roles, responsibilities, accountability frameworks for various types of govenrment institutions, financial controls, specification and reporting, monitoring, and other matters.  Provided reports and workshops.

Assignment Name:

Public Administration Reform

Country:Mongolia

Location within Country:

Ulanbataar

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Name of Client:

ADB

N^o of Staff:

2

Address:

Manila
Philippines

N^o of Staff-Months: 4

Duration of Assignment: span 3 years

Start Date (Month/Year):

  1998

Completion Date (Month/Year):

2001

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Lynne McKenzie legal adviser on public finance law; Dr Graham Scott strategic adviser on financial reforms

Narrative Description of Project: Public Finance Reform extending from law drafting to budget design and implementation assistance.

Description of Actual Services Provided by Your Staff:

·          Provided advice to Prime Minister and other politicians on public finance reform options to provide better incentives for performance and accountability in the public sector

·          Reviewed the ability of the legal, political, financial and public sector systems in Mongolia to support a market economy. Included a review of the status of property rights under the law.

·          Assessed the implications of the public sector management reforms on the independence of the judiciary and compliance of the draft law with the Constitution. 

·          Provided a detailed review of the proposed Public Sector Management and Finance Law with proposals to improve the draft law particularly with respect to the governance and accountability frameworks for ministries, agencies, SOEs and local government.

Assignment Name:

Development of database on health service provision and costs

Country: New Zealand

Location within Country:

Wellington

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (adviser) and Dr Graham Scott (adviser)

Name of Client:

New Zealand Business Roundtable

N^o of Staff:

2 

Address:

Wellington

New Zealand

N^o of Staff-Months: approximately  0.5 months

Duration of Assignment:

Spread over 8 months

Start Date (Month/Year):

November 2006

Completion Date (Month/Year):

July 2007

Name of Associated Consultants, If Any:

Mani Maniparathy

N^o of Months of Professional Staff Provided by Associated Consultants:

Approximately 2.5 months

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Graham Scott,  adviser, Dr Lynne McKenzie, adviser

Narrative Description of Project:  Database for New Zealand public hospital services and costs 1999-2007. Revealed trends in productivity

Description of Actual Services Provided by Your Staff:

Advice on developing the database and assistance with obtaining access to information.  Assessing the quality of the information.  Setting up the database. Commenting on productivity trends.

Assignment Name:

1. Advice on Improving the Budget Processes

2. Review of First Three Years

Country: New Zealand

Location within Country:

Wellington

Professional Staff Provided by Your Firm/Entity(profiles):

          Dr Lynne McKenzie & Dr Graham Scott (economist and lawyer/financial reform adviser)

Name of Client: NZ Government

1.      The NZ Treasury
2.      NZ Food Safety Authority

N^o of Staff:

2

Address:

1. 1 The Terrace, Wellington
2.  86 Jervois Quay, Wellington

N^o of Staff-Months: 2

Duration of Assignment:  3

Start Date (Month/Year):

1. June 2005

2. May 2005 and 1999

Completion Date (Month/Year):

1.      June2005

2.      October 2005 and November 1999

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:  Dr Graham Scott, Adviser; Dr Lynne McKenzie, Adviser

Narrative Description of Project:

1.      Advised NZ Treasury on ways to improve accountability and incentives for performance through the budget, reporting and monitoring arrangements for government.

2.   Reviewed the performance of the Ministry of Agriculture and Forestry’s regulator in 1999 and repeated review in 2005 for the newly formed NZ Food Safety Authority taking into account the views of the European Commission officials, UK regulators, Australian regulators, and USA regulators.

Description of Actual Services Provided by Your Staff:

1.  Undertook extensive reviews of NZ budget and supporting documents.  Proposed improvements.  Ran a seminar with senior Treasury advisers to discuss options.
2. Undertook two reviews of the NZ food regulator.  Extensive interviews with stakeholders.  Advised the Authority’s senior management and its Advisory Board on areas where performance was considered to be satisfactory or better and areas where performance could be strengthened.

Assignment Name:

Review of proposed legal and other arrangements for the NZ Electricity Commission and proposals for charging the industry for regulatory services

Country: New Zealand

Location within Country:

Wellington

Professional Staff Provided by Your Firm/Entity(profiles):           Dr Graham Scott and Dr Lynne McKenzie, advisers

Name of Client:

New Zealand electricity industry with LECG

N^o of Staff: 2

Address:

c/- Contact Energy, Wellington

N^o of Staff-Months: 1

Duration of Assignment: 2 months

Start Date (Month/Year):

2003

Completion Date (Month/Year):

2004

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott, Adviser; Dr Lynne McKenzie, Adviser

Narrative Description of Project: Reviewed proposals for the government charges on the industry against good practice rules and the law.  Reviewed proposed law for the Electricity Commission.

Description of Actual Services Provided by Your Staff:

Provided the electricity industry with a review of the issues with the proposed approach to charging including how these breached good practice. Also provided advice to the NZ electricity industry on the legislation regulating the industry and options for improvements to the regulatory model.  Produced reports and held seminars for industry representatives.

Assignment Name:

Development of health laws

Country:Samoa  

Location within Country:

Apia

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie lawyer

Name of Client:

World Bank

N^o of Staff:

1

Address:

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: 3

Duration of Assignment: 3 months

Start Date (Month/Year):

2002

Completion Date (Month/Year):

2004

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Lynne McKenzie, lawyer (legislation drafter)

Narrative Description of Project: Prepared 6 laws by working on policy with the Ministry of Health and working on the law with the Office of the Attorney General

Description of Actual Services Provided by Your Staff:

Assisted the Government of Samoa to review and develop the policy and law to support changes to the health system. This involved reviewing laws affecting the public sector, identifying policies requiring legislative change, developing a legislation programme and drafting major laws including an empowering statute for all ministries, public health law, patient rights law, tobacco law, food law and drugs law.  

Assignment Name:

Organisational Review of Ministry of Health Kosovo

Country: Kosovo

Location within Country:

Pristina

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie

Name of Client:

DFID (With FRIDOM)

N^o of Staff:

1

Address:

1 Palace Street, London SW1E 5HE

N^o of Staff-Months: approximately 1.5

Duration of Assignment: 1.5 months

Start Date (Month/Year):

February 2009

Completion Date (Month/Year):

May 2009

Narrative Description of Project: Review the institutional arrangements for the Ministry of Health and its functioning, including the agencies reporting to the Ministry and recommend improvements.

Description of Actual Services Provided by Your Staff:

Reviewed legal framework, strategic challenges, performance demands and issues, and provided advice on opportunities for improvements to structure, systems, staffing, processes and management culture.

Assignment Name:

Support to Programme Budgeting

Country: Armenia

Location within Country:

Yerevan

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (lawyer/financial reform adviser) and Dr Graham Scott (strategic adviser)

Name of Client:

DFID (With ATOS Consulting and ICHD)

N^o of Staff:

2 

Address:

1 Palace Street, London SW1E 5HE

N^o of Staff-Months: approximately 15

Duration of Assignment: 3 years

Start Date (Month/Year):

November 2005

Completion Date (Month/Year):

Decemb 2008

Name of Associated Consultants, If Any:

Barney Bussy, Accountancy Adviser; Alf Kirk, Team Leader Ministry of Finance Workstream; Tony Dale, Budget Adviser; Kathryn Ennis, Resident Adviser

N^o of Months of Professional Staff Provided by Associated Consultants:

Approx 48

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Lynne McKenzie, Team Leader State Budget Agency Workstream; Dr Graham Scott, Strategic Adviser

Narrative Description of Project: Designing and implementing programme budgeting and associated reforms including new budget design, improved linkages of planning and budgeting, enhanced performance specification and reporting, capability development in the Ministry of Finance and Economy, pilot ministries and a range of other institutions.

Description of Actual Services Provided by Your Staff:

Key role in a project implementing programme budgeting across the government in Armenia.  Includes the resident’s role. Leader of the budget agency workstream and technical input on many aspects of the work.

Assignment Name:

Fiduciary Risk Assessment Armenia

Country:Armenia

Location within Country:

Yerevan

Professional Staff Provided by Your Firm/Entity(profiles): Dr Lynne McKenzie Adviser

Name of Client:

DFID

N^o of Staff:

1

Address:

1 Palace Street, London SW1E 5HE

N^o of Staff-Months: 1

Duration of Assignment: 1 month

Start Date (Month/Year):

2004

Completion Date (Month/Year):

2004

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Lynne McKenzie, Adviser

Narrative Description of Project: Assessed options for providing development funds to regional government.

Description of Actual Services Provided by Your Staff:

Advised DFID on fiduciary risk related to direct budget support for Armenia and advised on options to strengthen accountability for delivery on the project objectives and management of the project funds.

Assignment Name:

IPSPELL Financial Reform

Country: Latvia, Estonia, Lithuania

Location within Country:

Riga, Tallin

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Name of Client:

DFID via British Council

N^o of Staff: 2

Address:

Riga, Latvia

N^o of Staff-Months: 1

Duration of Assignment: 1 month

Start Date (Month/Year):

October 2003

Completion Date (Month/Year):

November 2003

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott & Dr Lynne McKenzie contributed to a seminar for the three Baltic countries on financial reforms.  Led sessions at seminar.  Also worked with senior Ministry of Finance officials and other ministry staff on the options for moving from the input based budgeting approach.  Shared the Latvian approach with Estonian officials.

Narrative Description of Project:  Cooperation between three Baltic States to share reform experiences.

Description of Actual Services Provided by Your Staff:

Analysed reforms in these three countries as preparation for participation in IPSPELL seminar on PEM and other reforms.  Advised Ministry of Finance in Estonia on conceptual design for reforms to integrate planning, budgeting and reporting; implementation issues and assisted with seminars for all ministries and agencies to test options for change.

Assignment Name:

Policy analysis including intervention analysis applied to the health sector

Country: Latvia

Location within Country:

Riga

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie

Name of Client:

UNDP

N^o of Staff:

1

Address:

UNDP

Riga Office

N^o of Staff-Months: approximately  2 months

Duration of Assignment:

2 months

Start Date (Month/Year):

September 2002

Completion Date (Month/Year):

January 2003

Name of Associated Consultants, If Any:

Liz Wall, adviser

N^o of Months of Professional Staff Provided by Associated Consultants:

1 week

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Lynne McKenzie, adviser

Narrative Description of Project:  Draft manual for intervention analysis, develop analysis template, analyse policy issue in the health sector relating to institutional arrangements

Description of Actual Services Provided by Your Staff:

Provided a manual for intervention analysis to the State Chancellery.  Tested this with focus groups.  Drafted model template for intervention analysis.  Applied this to a live problem in the health sector relating to the adequacy of the institutional arrangements in the health sector.  Undertook the analysis which involved interviewing hospital service providers, funders, and policy makers.  Provided results to the Ministry of Health including discussions with the Minister of Health.

Assignment Name:

Planning and financial reform Latvia

Country:Latvia

Location within Country:

Riga

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott, strategic Adviser, Dr Lynne McKenzie, lawyer/financial reform adviser

Name of Client:

World Bank Public Sector Reform

British Council IPSPELL

UNDP impact analysis advice

N^o of Staff:

2

Address:

1818 H St NW
Washington DC 20433
USA

British Council and UNDP offices in Riga

N^o of Staff-Months: approx 9

Duration of Assignment: Span 2 years

Start Date (Month/Year):

April 2002

Completion Date (Month/Year):

Sept 2003

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott, strategic adviser; Dr Lynne McKenzie, financial reform adviser

Narrative Description of Project: All three projects contributed to improving planning, policy analysis and budgeting in the Ministry of Finance, Ministry of Economy, Ministry of Health and Ministry of Agriculture.

Description of Actual Services Provided by Your Staff:

·          Assisted State Chancellery to develop a high level strategic planning model linked to three year financial projections, for the Government of Latvia.  Assisted the pilot Ministry of Agriculture, Ministry of Finance, and Ministry of Economy to redesign their budget programmes and develop strategic plans to underpin the budget submissions. 

·          Assisted officials to develop a three year implementation plan for financial reforms that included an MTEF approach, plus all the related reforms (budget classifications, cash management, reporting requirements, accounting standards, changes in roles of central agencies, and so on).

·          Assisted the Ministry of Finance to develop guidelines on performance indicators.

·          Advised on a process for impact analysis for significant policies, developed templates and guidance material. This work covered technical advice on economic, fiscal and social impact analysis. The aim of the project was to improve the quality of information for decision making throughout all levels of government (Cabinet, decision making central agencies, ministries, other budget agencies).

·          Reviewed proposed compulsory health insurance reforms for Latvia.  Advised on problems with the reform and other key issues including the governance and accountability problems with hospitals, financing methods for the sector, the role of the purchasers and the possibility of aggregating social insurance funds into the main purchaser.

·          Reviewed agency law as part of the advice on the governance and accountability arrangements for health institutions. Advised State Chancellery and Ministry of Health on the impact analysis for a case study that included the option of merging the purchasing institutions. Provided the analytical framework and practical assistance with this analysis.

Assignment Name:

Medium Term Expenditure Framework

Country:Armenia

Location within Country:

Yerevan

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott Strategic Adviser; Dr Lynne McKenzie Budget Agency Adviser

Name of Client:

DFID

N^o of Staff: 2

Address:

1 Palace Street
London SW1E 5HE

N^o of Staff-Months: 12

Duration of Assignment: 3 years

Start Date (Month/Year):

2002

Completion Date (Month/Year):
2005

Name of Associated Consultants, If Any:

Heath McDonald, Resident Adviser; Kathryn Ennis, Resident Adviser

N^o of Months of Professional Staff Provided by Associated Consultants: 30

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott Strategic Adviser; Dr Lynne McKenzie Budget Agency Adviser

Narrative Description of Project: Assisted government to implement MTEF across entire government.  Worked in depth with four pilot ministries to strengthen their planning, budgeting and MTEF submissions.  Developed capability in Ministry of Finance and Economy.

Description of Actual Services Provided by Your Staff:

Involved in the MTEF project from 2001-2005.  The work included designing the process and templates, assisting the Ministry of Finance and Economy to implement the MTEF as the front end of the annual budget, providing advice on programme budgeting, redefining programmes for use in the budget and for internal management, developing strategic plans, integrating the strategic and operational plans with the government budget and internal management, drafting legal provisions to support MTEF and associated changes, and developing monitoring and reporting systems.  Southern Cross has provided the resident manager, a workstream leader and the strategic adviser.

Assignment Name:

Public finance reform

Country:Macedonia

Location within Country:

Skopje

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Name of Client:

World bank

N^o of Staff:

2

Address:

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: 8

Duration of Assignment: 1 year

Start Date (Month/Year):

  15 May 2001

Completion Date (Month/Year):

24 August 2002

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott, strategic adviser, Dr Lynne McKenzie, financial reform adviser

Narrative Description of Project: Assist Ministry of Finance and other ministries to improve the management of public finances

Description of Actual Services Provided by Your Staff:

·          Assisted the Ministry of Finance to develop aspects of performance based budgeting to strengthen planning, management and accountability for public expenditure for the government. Involved improving the government’s budget process, linkages between resources and government priorities, budget analysis and monitoring.

·          Assisted pilot ministries to improve their budgeting process, the linkage of their budgets to government and organisational priorities, and the quality of the budget submissions. Includes specifying performance expectations linked to resources expended.

·          Assisted Ministry of Finance to implement a strategic planning process within the Ministry to improve the allocation, management and monitoring of resources and the management of performance. Includes assisting the Ministry to develop annual workplans at the level of each department.

·          Advised on the development of reporting and monitoring within the Ministry and for other ministries with respect to performance against the expectations and requirements in the budget.

·          Advised Ministry of Finance team on analysis required to support work to divest selected government activities. Also advised Ministry of Finance on divestment of functions in science, education, and social sectors. Involved assisting the Ministry to develop business cases.

·          Advised on issues with the proposed law on semi independent government institutions.

·          Advised on the Fiscal Strategy report and ceiling setting process.

Assignment Name:

Support to study tour

Country: Russia

Location within Country:

Russian delegation visited New Zealand

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie (lawyer/financial reform adviser) and Dr Graham Scott (strategic adviser)

Name of Client:

World Bank (Moscow Office)

N^o of Staff:

2  plus administration assistant

Address:

Moscow Office

Russia

N^o of Staff-Months: approximately  0.5

Duration of Assignment:

Start Date (Month/Year):

November 2004

Completion Date (Month/Year):

November 2004

Name of Associated Consultants, If Any:

nil

N^o of Months of Professional Staff Provided by Associated Consultants:

n/a

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Dr Graham Scott,  lead adviser, Dr Lynne McKenzie, adviser

Narrative Description of Project:  Study tour.

Description of Actual Services Provided by Your Staff:

Designing and arranging study tour for Ministry of Finance officials to provide an over-view of public financial management arrangements in the New Zealand government.  Involved visits to all central agencies (Treasury, State Services Commission, Department of Prime Minister and Cabinet) and a selection of ministries.  Also provided advice on questions arising from the visits.

Assignment Name:

Contribution to research book

Country:For Russia

Location within Country:

Off site in NZ

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott and Dr Lynne McKenzie- researchers and writers

Name of Client:

World Bank

N^o of Staff:

2

Address:

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: 1

Duration of Assignment:

span 6 months

Start Date (Month/Year):

  2001

Completion Date (Month/Year):

2002

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott and Dr Lynne McKenzie - researchers and writers

Description of Actual Services Provided by Your Staff:

•         Wrote chapter in World Bank report assessing lessons for the Russian Federation Government from public sector reforms in other countries.

•         Covered legal foundations of the public sector including constitutional matters, reforms undertaken, outcomes and lessons.

Assignment Name:

Assistance to President’s Advisers

Country:Russia

Location within Country:

Moscow, Russia

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott; Dr Lynne McKenzie

Name of Client:

US State Department & DAI (Development Alternative Inc)

N^o of Staff:

2

Address:

Suite 22, Bethesda MD20814

N^o of Staff-Months: 1.5

Duration of Assignment: span 7 months

Start Date (Month/Year):

April 2000

Completion Date (Month/Year):

November 2000

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott delivered speech, participated in seminars. Dr Lynne McKenzie researched areas for the speech.

Narrative Description of Project: Economic and financial reform advice for advisers to President of Russia.

Description of Actual Services Provided by Your Staff:

•         Provided advice to President Putin’s advisers on public sector reform. Provided report which analysed NZ reforms and lessons from these.

•         Covered principles underpinning public sector reforms, accountability relationships, legal foundations of reforms, management of public expenditure, accountability and governance frameworks for State enterprises, agencies, core government, and implementation issues.

Assignment Name:

Assistance with National Development Plan

Country: Uganda

Location within Country:

Kampala

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie, Dr Graham Scott

Name of Client:

DFID (with Mokoro and Coffey)

N^o of Staff:

2

Address:

4 Windsor Loop

Kampala

N^o of Staff-Months: approximately 8

Duration of Assignment: 8 months

Start Date (Month/Year):

April 2009

Completion Date (Month/Year):

August 2009

Narrative Description of Projects:  Assistance to the National Planning Authority with the National Development Plan.

Description of Actual Services Provided by Your Staff:

Advice to the National Planning Authority on the process for preparation of the plan, advice on structure and contents of plan, and assistance with improving the contents of the plan.  Analysis of the National Budget Framework Paper to assess its alignment with the government’s priorities.

Assignment Name:

1.    IMF advice on fiscal responsibility law for Ghana

2.    IMF advice on financial management law and associated arrangements for Sierra Leone

3.    IMF advice to Mauritius on performance budgeting

Country: Ghana, Mauritius and Sierra Leone

Location within Country:

Freetown, Accra, Port Louis, Rodriques

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie

Name of Client:

IMF and country governments

N^o of Staff:

1

Address:

Headquarters 1 (HQ1):
International Monetary Fund, 700 19th Street, N.W., Washington, D.C. 20431

Headquarters 2 (HQ2):
International Monetary Fund, 1900 Pennsylvania Ave NW, Washington, DC, 20431

N^o of Staff-Months: approximately 3

Duration of Assignment: within 2008

Start Date (Month/Year):

During 2008

Completion Date (Month/Year):

During 2008

Narrative Description of Projects: See above.

Description of Actual Services Provided by Your Staff:

1.    IMF advice on fiscal responsibility law for Ghana- advice on principles for the law and contents

2.    IMF advice on financial management law and associated arrangements for Sierra Leone- advice on adequacy of current laws and arrangements

3.    IMF advice to Mauritius on performance budgeting- detailed advice on improving the approach to performance budgeting

Assignment Name:

Debt Sustainability for DR Congo

Country: DR Congo

Location within Country:

Off site

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Lynne McKenzie, Dr Graham Scott

Name of Client:

DFID

N^o of Staff:

2

Address:

1 Palace Street
London SW1E 5HE

N^o of Staff-Months: approximately 1

Duration of Assignment: within 2008

Start Date (Month/Year):

During 2008

Completion Date (Month/Year):

During 2008

Narrative Description of Projects:  Review arrangements relating to debt sustainability for DR Congo.

Description of Actual Services Provided by Your Staff:

Reviewed fiscal position, proposed developments affecting this and provided advice on the effect on debt sustainability.  Involved detailed analysis of government to government contractual obligations.

Assignment Name:

Guyana Fiduciary Project

Country: Guyana

Location within Country:

Georgetown, Guyana

Professional Staff Provided by Your Firm/Entity(profiles):

Dr Graham Scott (strategic adviser) and Dr Lynne McKenzie (legal and public management adviser)

Name of Client:

World Bank  (with Castalia)

N^o of Staff:

2

Address:        

1818 H St NW
Washington DC 20433
USA

N^o of Staff-Months: 3

Duration of Assignment: 3 months actual time

Start Date (Month/Year):

January 2005

Completion Date (Month/Year):

July 2005

Name of Associated Consultants, If Any:

N^o of Months of Professional Staff Provided by Associated Consultants:

Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:

Dr Graham Scott, Adviser; Dr Lynne McKenzie, Adviser

Narrative Description of Project:  Review of Parliamentary arrangements and accountability of agencies.

Description of Actual Services Provided by Your Staff:

·          Reviewed the financial management arrangements in Guyana, with an emphasis on analysing the decision rights and accountabilities in relation to eight significant government entities (Revenue Authority, Lands and Survey Commission, Forestry Commission, Energy Agency, Geology and Mines Commission, National Frequency Management Unit, Privatisation Unit and the Office of the President).

·          Involved a consideration of the wider government financial management arrangements, as well as the governance and accountability arrangements for each agency, as a basis for identifying issues and options for improving the settings to enhance performance.

Assignment Name:

Economic governance in fragile states

Country: Case studies in PNG, Chad, Guinea Bissau, Liberia, Haiti

Location within Country:

Professional Staff Provided by Your Firm/Entity(profiles):

Graham Scott working in association with Max Bradford and Associates

Name of Client:

Multi-donor Task Force administered by World bank

N^o of Staff:

1

Address:

Washington DC

N^o of Staff-Months: approximately  1

Duration of Assignment:

Intermittent from 2007-2009

Start Date (Month/Year):

2007

Completion Date (Month/Year):

2009

Narrative Description of Project:  Reviewing innovations in economic governance in five fragile states for lessons

Description of Actual Services Provided by Your Staff:

Contributed to the methodology for the study and the final report and did the case study for PNG.

Assignment Name:

Review of World Bank conflict management system

Country: Head office USA

Location within Country:

Washington DC

Professional Staff Provided by Your Firm/Entity(profiles):

Graham Scott

Name of Client:

World Bank

N^o of Staff:

1

Address:

N^o of Staff-Months: approximately  2

Duration of Assignment:

Start Date (Month/Year):

2008 Oct

Completion Date (Month/Year):

2009 May

Narrative Description of Project:  Review and advice on the operation of the CRS system in the Bank

Description of Actual Services Provided by Your Staff:

Interviewed all stakeholders or their representatives with an interest in the machinery and policy for resolving conflicts with the World Bank’s group. This is like an employee assistance and grievance scheme but because the Bank is not subject to national laws it is a private legal system in effect. Produced recommendations that were implemented by the Bank.