NAME Mrs Carole PRETORIUS EXPERTISE: PFM, PFM reform, Governance and Public Sector Reform NATIONALITY: British DATE OF BIRTH: 24th October 1957 CURRENT EMPLOYER Actra Advisers Limited KEY QUALIFICATIONS As a qualified public finance accountant, she has more than thirty five years experience in public sector and public financial management reform, institutional development, policymaking and Aid effectiveness. Her experience spans the UK public sector (health service, local government and transport sectors) and middle income and developing countries in Africa, South East Asia, Oceania, Middle East, Caribbean and Eastern Europe, where she has worked in a wide variety of sectors including education, health, agriculture, water, energy, local government, transport, environment, security and social services. Team leader/consultant on numerous financial management assessments including PEFAs, CFAAs CPARs, PEMAAPs, PERs, FRAs, AusAID’s Working in Partnership and the UN’s Macro assessments.. Published a literature review on PFM reform and developed the initial PEFA sub-national guidelines. She has written a practitioners’ guide to support capacity development in PFM, which was used in discussions in Busan and discussion papers for the use of the PEFA assessment at the sector level and on its use in reform design. Involved in the design, monitoring and evaluation of various PFM reform strategies and plans including the identification of synergies with other reform programmes (public sector, anti-corruption, local government etc) and sequencing issues and implications of historical and political economy factors in reform design and implementation. In Uganda and Tanzania, she has also been involved in the selection of PFM related indicators for Budget Support frameworks and on inputs to future financial aid programmes in Tanzania. Managed several asset valuations in the energy sector and carried out business process reviews/information requirement assessments of financial management and other information systems both in the public and private sector. Institutional Development Adviser on a number of DFID and other donor missions/assignments in the water, health and education sectors. Team leader/member on a wide variety of programme and project evaluations including output to purpose reviews in central government and the parastatal sector as well as overall country assistance and funding evaluations. Runs training courses for a number of development partner organisations on all aspects of public financial management, accountability, aid effectiveness and anti-corruption measures. EDUCATION AND QUALIFICATIONS: 1982 CPFA Chartered Institute of Public Finance and Accountancy 1978 BSc (Social) Hons (Economics and Sociology) University of Southampton University of Edinburgh – Post Graduate Certificate in Global Development Challenges (Distinction) 2014 COUNTRY EXPERIENCE Long term: England Kenya 9 years 3 years Nigeria 2 years Short term: (* Multiple visits) LANGUAGES (1=excellent – 5=basic Uganda* Botswana* Ethiopia Tanzania* Zimbabwe* Eritrea Sudan Namibia* Zambia* Ghana* Gambia* Nigeria* Malawi* Kenya*, Sierra Leone, Senegal, Rwanda, Lesotho* Guinea Cote d’Ivoire Bangladesh, Nepal, Jordan, Laos, Bulgaria, Ukraine, Albania Vanuatu * Solomon Islands, Samoa, Niue, Kiribati, Antigua, Barbados * St Kitts & Nevis*, Cayman, St Vincent& Grenadines, Seychelles, St Lucia, BVI, Jamaica. Tonga. Laos, Albania, Maldives, Mozambique English: German: French Swahili Reading 1 4 4 5 Speaking 1 5 5 5 Writing 1 5 5 5 RECORD OF EMPLOYMENT May 09 to date Apr 08 – Apr 09 Apr 91-2008 Jan 90-Mar 91 Jun 89-Dec 89 Mar 87 -May 89 Oct 85-Feb 87 Mar 84 – Sep 85 Jan 82 – Mar 84 Sep 79 – Dec 81 Sep 78 – Sep 79 Director Actra Advisers Limited Partner Actra Advisers Independent Consultant, Global. Coopers & Lybrand, Nigeria. Managing Consultant Coopers & Lybrand, UK.Senior Consultant (Energy, Water and Transport) Coopers and Lybrand Consultants, Kenya. Senior Consultant. Coopers and Lybrand Consultants, UK. Consultant (Government Services). Coventry Metropolitan Borough Council, UK. Technical accountant. West Midlands Passenger Transport Executive, UK Budget analyst and cost accountant. Coventry Health Authority, UK Trainee accountant. Lewis’s Ltd Publicity and advertising assistant SELECTED RELEVANT EXPERIENCE 2000 - 2014 Kenya, Uganda, Ethiopia, Tanzania, Malawi, Lesotho, Barbados, Vanuatu, Samoa, St Kitts, Antigua, Seychelles, Solomon Islands, Sierra Leone, Niue, Kiribati, Ethiopia, Indonesia, Jamaica, Tonga, Laos, Albania, Maldives, Mozambique DFID, World Bank, IMF, CARTAC, PFTAC, EC, Irish Aid, CIDA, ADB, AusAID PFM Assessments and Missions at national level/sub-national level (Team leader/member) 1989 - 2014 Kenya, Tanzania, St Lucia, Ghana, Gambia, Zambia, Jordan, Botswana, Sudan, Nepal, Nigeria, Cayman Islands, BVI, Mozambique DFID, World Bank, IMF (CARTAC), EC, Danida, GtZ, KfW, Irish Aid PFM Reform and Financial Management Advisor (Team Leader/member) Various PFM assessments including PEFA (initial and repeat, national and sub-national); CFAA; CPAR, PEMAAP, CIFA, WIPS (Working in Partner Systems) and UN Macro assessments Evaluated and provided guidance and training on all PFM criteria including budget preparation, budget execution, accounting and reporting, auditing and legislative scrutiny. Fiduciary risk assessments at both central and sector level including review of PFM, domestic accountability and anti-corruption measures and identification of capacity (individual and organisational), historical and political economy factors influencing the level of risk. Participated in various World Bank and IMF missions dealing with general or specific PFM issues (e.g. expenditure commitment controls) Providing technical advice to the Policy Planning and Effectiveness Unit of Irish Aid on PFM issues including PFM training, guidelines on use of country systems, PFM reforms and PFM assessments Involved in PFM reform design, monitoring and evaluation both in terms of technical inputs as well as broader governance issues, institutional arrangements, links with other core reform processes such as public sector and local government reforms. Assisted in the selection of indicators for budget support frameworks in Uganda and Tanzania. Financial management advice (short and medium term inputs) to various public sector reform initiatives across a number of sectors including health, education, energy, water, environment, transport, local government, central government and private sector. Wrote or Co- wrote various papers on PFM, PFM reform, Use of Country Systems and Capacity Development including: a practitioners’ guide to support of capacity development in PFM for discussion in Busan; Literature Review on PFM Reform; PFM reform in Afritac region, initial guidelines on use of PEFA at sub-national level; discussion papers on the use of PEFA at sector level and in reform design 1979 - 2014 UK, Nepal, Tanzania, Ghana, Zambia, Botswana, Namibia, Jamaica DFID, ADB, GTZ, KfW, World Bank, Coventry Health Authority, West Midlands Passenger Transport Executive Financial management at sector level Asset valuations in the energy sectors in Nepal, Tanzania and Ghana. Reviewed internal audit capabilities of four Ukrainian electricity generating companies prior to their commercialisation. Advisor to the revenue manager, Lusaka Water and Sewerage Company. Institutional adviser on reforms in Ghana’s water sector Financial and economic advice on various water and sanitation restructuring projects/programmes in Botswana, Zimbabwe, Namibia and Zambia Advisor to the Ghana Education Service and the DFID Education Office in Ghana including review of school infrastructure programme and development of framework for assistance in accounting, internal auditing and human resource development at central and decentralised level Fiduciary risk assessments for the education, land, energy and road sectors in Tanzania, education, health and water sectors in Sierra Leone, security sector in Jamaica and social security in Zambia. PEFA pilot sector assessment in education and health in Malawi Review of the financial management systems in Ghana’s health ministry, Accra’s public health department, Mbeya hospital and Zambia’s pharmaceutical authority. Accountant Coventry Health Authority Management accountant/budget analyst West Midlands Passenger Transport Executive, investment appraisals and route costing modelling for various UK public transport operations 1987 - 2014 Ghana, Uganda, Tanzania, Zimbabwe, Eritrea, Nigeria, Zambia, Bangladesh, St Vincent, Namibia DFID, World Bank, Danida, EC, GtZ, KfW Aid Effectiveness and Public Sector Reforms Team member providing advice to DFID Tanzania on future financial aid funding programmes including a synthesis report on budget support Assisted in the selection of indicators for budget support frameworks in Uganda and Tanzania. Multiple country, programme and project evaluations and monitoring missions on public sector reforms including reform of parastatal sector and planning projects.