CV: Jamie Boex Page 1 of 18 June 2015 JAMIE BOEX The Urban Institute 2100 M Street, NW Washington, DC 20037 Phone: (202) 261-5755 Email: jboex@urban.org LPS Associates, LLC: 5257 Dawes Avenue Alexandria, VA 22311 Phone: (301) 606-5920 Email: jamieboex@gmail.com Summary Dr. Jamie Boex is an economist with extensive experience in public sector finance, fiscal decentralization, and local governance reforms in developing and transition countries around the world. Working with organizations such as the World Bank, UNDP, USAID, and numerous other bilateral development agencies, Dr. Boex has contributed to policy reforms in twenty countries around the world, including Afghanistan, Armenia, Bangladesh, Cambodia, Egypt, Ethiopia, Republic of Georgia, Indonesia, Kenya, Malawi, Mozambique, Namibia, Nepal, Nigeria, Russia, Sierra Leone, Swaziland, Tanzania, Timor-Leste and Uganda. Dr. Boex has authored and contributed to numerous books, book chapters, articles, and reports on intergovernmental finance, public expenditure management, and poverty reduction. In addition to his academic research and expertise in the management and provision of technical assistance, Dr. Boex has considerable experience in the development and delivery of academic courses and professional training programs in the areas of public sector finance and (fiscal) decentralization. As a scholar-practitioner, Dr. Boex engages in quantitative analyses as well as comparative institutional analyses in order to provide evidence-based policy recommendations. As the head of the Local Public Sector Initiative, Dr. Boex continually seeks to place public finances and intergovernmental fiscal relations within the context of a country’s political (governance) and institutional (administrative) systems. Dr. Boex holds a PhD in economics from the Andrew Young School of Policy Studies (AYSPS) at Georgia State University (1999). He is an Adjunct Professor with the Department of Economics at Georgetown University in Washington, DC. He is a member of the American Economic Association (AEA), the National Tax Association (NTA), the American Society for Public Administration (ASPA), and the Association for Budgeting and Financial Management (ABFM). CV: Jamie Boex Page 2 of 18 Education Propaedeutic Certificate (Economics), Erasmus Universiteit Rotterdam (Netherlands), June 1991 B.A. in Economics, Kent State University, June 1993 M.A. in Economics, Georgia State University, March 1995 Ph.D. in Economics, Georgia State University, December 1999 Fields: Public Finance; Urban and Regional Economics Languages English (Native), Dutch (Fluent), French (Limited working proficiency) Professional Experience The Urban Institute, Washington, DC Senior Research Associate, Center on International Development and Governance, January 2009 – present. Georgetown University, Washington, DC Adjunct Professor, Department of Economics, May 2014 – present. LPS Associates, LLC, Alexandria, Virginia Managing Director / Public Finance Consultant, January 2007 – present. Georgia State University, Atlanta, Georgia Assistant Research Professor, Department of Economics and Senior Associate, International Studies Program, August 2001 – June 2007. Research Associate II, International Studies Program, July 1998 – July 2001. Instructor, Department of Economics, January 1999 - May 1999. Graduate Teaching Assistant, Department of Economics, August 1996 - March 1997. Graduate Research Assistant, Policy Research Center, August 1993 - June 1998. Academic and Professional Publications “Decentralization as a Post-Conflict Strategy: Local Government Discretion and Accountability in Sierra Leone” (with Benjamin Edwards and Serdar Yilmaz), Public Administration and Development 35(1): 46–60, February 2015. “Determinants of the Quality of Local Financial Management Outcomes in Tanzania” (with Matitu C. Muga), The Accountant Journal of the NBAA (Tanzania), 2012. “Fiscal Decentralization and Empowerment: Evolving Concepts and Alternative Measures” (with Renata Simatupang), Fiscal Studies 29(4): 435–465, December 2008. CV: Jamie Boex Page 3 of 18 “The Role of Economic versus Political Factors in the Incidence of Intergovernmental Transfers in Nigeria” (with James Alm), Journal of Developing Areas, Fall 2008. “An Assessment of Fiscal Decentralization Reform in Armenia” (with Jorge Martinez-Vazquez and Andrey Timofeev), Problems of Economic Transition, June 2006. “An Assessment of Fiscal Decentralization Reform in Georgia” (with Jorge Martinez-Vazquez and Michael Schaeffer), Problems of Economic Transition, June 2006. “The determinants of the incidence of intergovernmental grants: A survey of the international experience” (with Jorge Martinez-Vazquez), Public Finance and Management, Vol. IV(4), December 2004. “The incidence of local government allocations in Tanzania”, Public Administration and Development, 23 (2003): 1-11. “Budgeting and Fiscal Management in Transition Economies” (with Jorge Martinez-Vazquez), Journal of Public Budgeting, Accounting and Financial Management, 13(3), Fall 2001: 353-96. “Multi-Year Budgeting: A Review of International Practices and Applications for Developing and Transitional Economies” (with Jorge Martinez-Vazquez and Robert McNab), Public Budgeting and Finance, 20(2), Summer 2000: 91-112. “Identifying the Attributes of Effective Economics Instructors,” Journal of Economic Education, 31(3), Summer 2000: 211-27. “Croatia Adapts Tax System to Market Economy” (with Jorge Martinez-Vazquez), Tax Notes International, Vol. 13(11), 1996: 839-43. “Madagascar: An Overview of the Tax System Including Recent Reforms” (with Jorge MartinezVazquez), International Bulletin for Fiscal Documentation, Vol. 50(1), 1996: 8 - 15. Books and Book Chapters “Fiscal Federalism and Intergovernmental Financial Relations” (with Roy Kelly). Chapter 11 in: International Handbook of Public Financial Management. R. Allen, R. Hemming and B. Potter, eds. Palgrave McMillan, 2013. Measuring The Local Public Sector: A Conceptual and Methodological Framework, mimeograph, Urban Institute, 2012. CV: Jamie Boex Page 4 of 18 Fighting Corruption in the Public Sector (with Jorge Martinez-Vazquez and Javier Arze del Granado), Elsevier, 2007. “Designing Intergovernmental Equalization Transfers with Imperfect Data: Concepts, Practices, and Lessons” (with Jorge Martinez-Vazquez). In: Challenges in the Design of Fiscal Equalization and Intergovernmental Transfers. Jorge Martinez-Vazquez and Robert Searle (ed.), Springer, 2007. Local Government Finance Reform in Developing Countries: The Case of Tanzania, (with Jorge Martinez-Vazquez), Palgrave Macmillan, 2006. Reforming Regional-Local Finance in Russia (with Jorge Martinez-Vazquez and Andrei Timofeev), World Bank Institute Learning Resources Series, 2006. “The Current State of Decentralization Reform in Indonesia: A Postscript” (with Jorge MartinezVazquez). In: Decentralization And The Rebuilding Of Indonesia - The 'Big Bang' Program and its Economic Consequences, James Alm, Jorge Martinez-Vazquez, and Sri Mulyani Indrawati (eds.). Cheltenham, UK – Northampton, MA: Edward Elgar Publishing (2005). Russia’s Transition to a New Federalism (with Jorge Martinez-Vazquez), World Bank Institute Learning Resources Series, 2001. Proceedings, Working Papers and Policy Briefs “Decentralized Local Health Services in Tanzania: Are health resources reaching primary health facilities, or are they getting stuck at the district level?” (with Luke Fuller and Ammar Malik), The Urban Institute, April 2015. “Improving local government performance by strengthening their 5 core capabilities” (with Hans Buis), Local Government Capacity Programme / VNG International, March 2015. “Localizing Public Services and Development: The Local Public Sector’s Role in Achieving Development Goals in Health and Education”, The Urban Institute / DeLOG Working Paper, January 2015. “Triggering Increased City-Level Public Finance for Pro-Poor Sanitation Improvements: The Role of Political Economy and Fiscal Instruments” (with Benjamin Edwards), Research Report The Urban Institute, December 2014. “The Local Public Sector: composition, determinants and issues of definition and measurement” (with François Vaillancourt), Proceedings of the 106rd Annual Conference on Taxation, National Tax Association, November 2014. CV: Jamie Boex Page 5 of 18 “Analyzing the Role of the Local Public Sector in Achieving Sustainable Development: Does More Spending at the Local Level Result in Better Development Outcomes?”, IDG Research Report, The Urban Institute, July 2013. “Improving Public Services and Achieving Sustainable, Inclusive Development: Development Assistance and the Role of the Local Public Sector”, IDG Policy Brief, The Urban Institute, December 2012. “Exploring Afghanistan’s Subnational Fiscal Architecture: Considering the Fiscal Linkages between Villages, Districts, Provinces and the Center”, IDG Policy Brief, The Urban Institute, November 2012. “Providing basic public services at the door step of the people? Estimating the size of the local public sector in Bangladesh”, IDG Policy Brief, The Urban Institute, June 2012. “The Road to a Federal Constitution in Nepal”, IDG Policy Brief, The Urban Institute, March 2012. “Exploring the Effectiveness of the Public Sector: Towards a classification of local public sector finances,” Proceedings of the 103rd Annual Conference on Taxation, National Tax Association, November 2011. “A Rapid Assessment of Afghanistan’s Municipal Governance Framework” (with Grace Buencamino and Deborah Kimble). IDG Working Paper 2011-02, July 2011. “An Analytical Framework for Assessing Decentralized Local Governance and the Local Public Sector” (with Serdar Yilmaz). IDG Working Paper 2010-06, December 2010. “Fiscal Decentralization in Kenya: A Small Step or Giant Leap” (with Roy Kelly), IDG Policy Brief, The Urban Institute, May 2011. “Democratization in Egypt: The Potential Role of Decentralization”, IDG Policy Brief, The Urban Institute, February 2011. “An Analytical Framework for Assessing Decentralized Local Governance and the Local Public Sector” (with Serdar Yilmaz). IDG Working Paper 2010-06, December 2010. “Localizing the MDGs: Unlocking the potential of the local public sector to engage in development and poverty reduction”, IDG Working Paper 2010-5, The Urban Institute, October 2010. “The Effectiveness of the State, Intergovernmental Relations, and the Success or Failure of the International Strategy in Afghanistan” (with Charles Cadwell), IDG Policy Brief, The Urban Institute, February 2010. CV: Jamie Boex Page 6 of 18 “Decentralized local governments as a modality for post-conflict recovery and development: An emerging natural experiment in Northern Uganda” (with Deborah Kimble and Juliana Pigey), IDG Working Paper 2010-1, The Urban Institute, January 2010. “Fiscal Decentralization and Intergovernmental Finance Reform as an International Development Strategy”, IDG Working Paper 2009-6, The Urban Institute, June 2009. “What Determines the Quality of Local Financial Management? The Case of Tanzania” (with Matitu C. Muga). IDG Working Paper 2009-2, The Urban Institute, February 2009. “Fiscal decentralization in Tanzania: Assessing the implementation of the formula-based recurrent grant system,” Proceedings of the 100th Annual Conference on Taxation, National Tax Association, 2008. “An Assessment of the Recent Sub-Federal Fiscal Reforms in the Russian Federation,” (with Jorge Martinez-Vazquez and Andrey Timofeev). Proceedings of the 97th Annual Conference on Taxation, National Tax Association (39-46), 2005. “Linking expenditure assignments and intergovernmental grants in Indonesia” (with Gabe Ferrazzi and Jorge Martinez-Vazquez). International Studies Program Working Paper 04-05, Andrew Young School of Policy Studies, Georgia State University, September 2004. “Developing the institutional framework for intergovernmental fiscal relations in developing and transition economies” (with Jorge Martinez-Vazquez). International Studies Program Working Paper 04-02, Andrew Young School of Policy Studies, Georgia State University, April 2004. “Subnational Government Structure and Intergovernmental Fiscal Relations: An Overlooked Dimension of Decentralization” (with Jorge Martinez-Vazquez and Andrey Timofeev), International Studies Program Working Paper 04-01, Andrew Young School of Policy Studies, Georgia State University, January 2004. “Local Government Reform in Tanzania: Considerations for the Development of a System of FormulaBased Grants” (with Jorge Martinez-Vazquez), International Studies Program Working Paper 03-05, Andrew Young School of Policy Studies, Georgia State University, March 2003. “An Overview of Intergovernmental Fiscal Relations and Subnational Public Finance in Nigeria” (with James Alm), International Studies Program Working Paper 01-02, Andrew Young School of Policy Studies, Georgia State University, January 2002. “An Analysis of Alternative Measures of Fiscal Capacity for Regions of the Russian Federation ” (with Jorge Martinez-Vazquez), International Studies Program Working Paper 97-04, Andrew Young School of Policy Studies, Georgia State University, June 1997. CV: Jamie Boex Page 7 of 18 “Fiscal Capacity: An Overview of Concepts and Measurements Issues and Their Applicability in the Russian Federation” (with Jorge Martinez-Vazquez), International Studies Program Working Paper 9703, Andrew Young School of Policy Studies, Georgia State University, June 1997. “A Methodological Note on the Reform of Equalization Transfers in the Russian Federation” (with Jorge Martinez-Vazquez), International Studies Program Working Paper 97-02, Andrew Young School of Policy Studies, Georgia State University, June 1997. “An Overview of Intergovernmental Fiscal Relations in the Baltic States” (with Jorge MartinezVazquez), Proceedings of the Eighty-Eighth Annual Conference on Taxation, National Tax Association, 1996: 98-104. Papers Presented at Conferences and Professional Meetings “Exploring the Measurement and Effectiveness of the Local Public Sector: Toward a classification of local public sector finances and a comparison of devolved and deconcentrated finances,” presented at the National Tax Association Meetings, New Orleans, November 2011. “Fighting Poverty through Fiscal Decentralization,” presented at the “USAID Fiscal Reform Project Outreach Workshop”, U.S. Agency for International Development, Washington, DC, December 13, 2005. “Controlling Corruption through Fiscal Reform Projects: Anti-Corruption Policies in Tanzania,” presented at the Conference “Promoting Economic Growth in a New Era”, U.S. Agency for International Development, Washington, DC, June 2004. “Recent Reforms in Russia’s Intergovernmental Fiscal Relations,” presented at the Southern Economic Association Meetings, Tampa, November 2001. “Russia’s Transition Towards a New Federalism: An International Perspective,” presented at the International Conference: Prospects of Fiscal Federalism in Russia and Other CIS Countries, Center for Fiscal Policy / Stavropol Krai Government, Golitsino (Moscow Oblast), Russia, June 2001. “Identifying the Attributes of Effective Economics Instructors,” presented at the Southern Economic Association Meetings, Baltimore, November 1998. “The Structure of School Districts in Georgia: Developments from 1977-1995 and the Scope for Consolidation,” presented at the Southern Economic Association Meetings, Atlanta, November 1997. “Determinants of the Structure of Local Governments: Concepts and Evidence,” presented at the Southern Economic Association Meetings, New Orleans, November 1995. CV: Jamie Boex Page 8 of 18 “Intrajurisdictional Variations in the Provision of Local Public Services and the Homogeneity of Government Districts,” presented at the Southern Regional Science Association Meetings, San Antonio, April 1995. Academic Courses and Academic Programs Georgetown University, Washington, D,C.  ECON 578 Development Economics (Graduate: Summer 2014; Summer 2015) Georgia State University, Atlanta, Georgia.  ECON 8470 International Public Economics (Graduate: Spring 2004, Spring 2007)  ECON 2106 Principles of Microeconomics (Undergraduate: Fall 1996 - Spring 1999) Indonesian Masters Program in Applied Economics, USAID/Jakarta, June 2001- June 2003. On behalf of the Department of Economics and the International Studies Program, contributed to various facets of the program, including program development, recruitment of students in Indonesia, workshops, seminars, and follow-up activities. Academic partnership with An-Najah National University, ALO/USAID, January 2001 – September 2002. Managed the academic partnership between the Andrew Young School and the Economic Department of the An-Najah National University, with the objective of strengthening responsive and accountable governance in the Palestinian territories. Partnership activities included a review of the curriculum for An-Najah’s Masters Program in Economic Policy Management and on online seminar on fiscal and economic analysis. Selected Certificate Training Programs Duke University, Duke Center for International Development, 2007-present (annual). As part of Duke/DCID’s annual three-week Program on Fiscal Decentralization and Local Government Financial Management for government officials and international development practitioners, taught sessions on intergovernmental transfers, decentralization and poverty reduction, and subnational budgeting. The Hague Academy for Local Governance, The Netherlands, 2008-present (annual). Expert facilitator for training programs at The Hague Academy for Local Governance, including courses on Peacebuilding and Local Governance, Fiscal Decentralization and Local Finance, Service Delivery & the MDGs, and Summercourse Decentralization. Andrew Young School of Policy Studies Public Policy Summer Training Program, 2000 – 2006. For seven years, managed and oversaw all facets of the Andrew Young School’s annual Public Policy Summer Training Program. The program develops and delivers 3-4 certificate courses CV: Jamie Boex Page 9 of 18 each year aimed at international development practitioners and government officials and policy makers from developing and transitional economies. USAID Training Program “Fiscal Policy Reform: Principles and Trends”, 2003-2006. As part of the USAID Fiscal Reform in Support of Trade Liberalization Project, led the annual development and delivery of a week-long training program for USAID officials on “Fiscal Policy Reform: Principles and Trends” in April 2004 and April 2005, and February 2006. Taught sessions on public expenditures and poverty reduction, and on best practices in fiscal decentralization reform. Customized In-Country Training Programs and Workshops, various clients, 2002-present. Developed, led and facilitated customized in-country training programs and workshops on decentralization and public sector reform in numerous countries, including Bangladesh, Kenya, Nepal, Tanzania, Timor-Leste, and Uganda. UNCDF Programme Officers Workshop on Fiscal Decentralization, UNCDF, October 2001. Facilitated two days of training for the UNCDF Programme Officers Workshop on Fiscal Decentralization, in Bangkok, Thailand. The materials for the workshop were developed in close cooperation with UNCDF Headquarters in New York, and included both reading materials as well as distance learning video lectures. Fiscal Decentralization Expert Workshop, World Bank Institute, Budapest, February 2001. Co-developed and presented a training module on the design of equalization grants as part of the World Bank Institute’s Core Course on Fiscal Decentralization. Technical Assistance Projects, Funded Research and Consulting Activities Technical Inputs and Policy Guidance for Effective Implementation of UZGP, UNDP, May – August 2015. Provided technical guidance to the Upazila Governance Project and supervised action research planned under the project. Policy Study on the Local Government System in Bangladesh: A Comparative Analysis of Perspectives and Practices, UNDP, September – December 2014. Led a comparative review of the local government system in Bangladesh, reviewing functional assignments; political, administrative and fiscal institutions at the local level; as well as local participation and accountability. The study analyzes four types of local governments in Bangladesh (Union Parishad; Upazila Parishad; Pourashavas and City Corporations) and incorporated a comparative analysis of experiences from Cambodia, Mozambique, Kerala, the Philippines and Indonesia. CV: Jamie Boex Page 10 of 18 Reviewing Resource Allocation Formulas For Local Government Authorities in Tanzania, PMO-RALG / Government of Tanzania, June 2014 – February 2015. As part of public financial management reforms in Tanzania, reviewed all major formula-based grant formulas, proposed revisions to the resource allocation formulas when appropriate, and assisted PMO-RALG in updating the data for all allocation factors. Bangladesh Policy Review of Functional Assignment to Local Governments in the Delivery of Health and Education Services, UNDP, April – October 2014. Led a comparative policy review of the assignment of functional responsibilities assigned to local governments in the delivery of health and education services in Bangladesh. The Local Public Sector’s Role in Achieving Development Goals in Health and Education, DeLoG/GIZ, July – October 2014. Working closely with the Development Partner Working Group on Decentralization and Local Governance (DeLoG), conducted a rigorous global analysis of the impact of local public sector expenditures and institutions on progress on the global performance indicators in the education and health sectors. Ethiopia Local Government Fiscal Picture and Revenue Enhancement Study, DEGE Consult/World Bank, August – October 2013. In preparation for a new urban governance program in Ethiopia, contributed to a situation analysis of urban local governments in Ethiopia, including a review of the institutional, governance and fiscal context of local governments. A Situation Review of Decentralization, Local Governance and Local Service Delivery in Sierra Leone, World Bank, March 2013 – April 2014. As part of the broader analysis of decentralization reforms in Sierra Leone being pursued by the World Bank, led the preparation of a situation analysis of decentralization, local governance, and local service delivery in Sierra Leone. USAID Economic Research Partnership: Strengthening Fiscal Policy and Economic Development by Analyzing the Effectiveness of Local Public Sector Finances, USAID, January 2012 - June 2013. In partnership with USAID/EG, led the preparation and analysis of a dozen Local Public Sector Country Profiles as part of UI’s Local Public Sector Initiative. The Organization and Effectiveness of Local Public Service Delivery and Implications for Urban Governance in South Asia, World Bank, February – September 2013. Leading a research team to study the impact of local government structure and the organization of urban local governments on the effectiveness of urban local public service delivery in four South Asian countries. Strengthening the Geographical Allocation of Resources within the Health Sector in Tanzania: Towards Greater Equity and Performance, DANIDA, January-June 2013. CV: Jamie Boex Page 11 of 18 Reviewed the current geographic distribution of local health grants and other local health resources in Tanzania, resulting in recommended improvements to the relevant resource allocation formulas used within the health sector in Tanzania. Exploring Afghanistan’s Subnational Fiscal Architecture: Considering the Fiscal Linkages between Villages, Districts, Provinces and the Center, World Bank/Kabul, August 2012 – May 2013. Prepared a study for the World Bank/Kabul to stimulate and inform discussions and debate on the adequacy and effectiveness of intergovernmental (fiscal) systems in Afghanistan. Exploring the Fiscal and Financial Framework for Secondary Cities in Bangladesh, World Bank, September – May 2013. Prepared a background paper on the fiscal and financial framework for secondary cities in Bangladesh, providing options and initial recommendations for strengthening the fiscal/financial position of municipalities in Bangladesh to provide basic urban services. The Local Public Sector’s Role in Achieving the Millennium Development Goals: Research Agenda and Methodology, DeLoG/GIZ, August – December 2012. Prepared a research methodology for the Development Partner Working Group on Decentralization and Local Governance (DeLoG) for a rigorous global analysis of the impact of local public sector expenditures and institutions on progress on the MDGs in the education and health sectors. A Review of the Status of Decentralization and Local Governance in Bangladesh, Swiss Agency for Development and Cooperation, March – April 2012. Leading a team of consultants, prepared a critical review of the current status of the local governance and decentralization process in Bangladesh as a context for assessing the relevance of SDC’s Local Governance portfolio. Review of the Criteria and Grant Allocation Formulas for Block Grants to DDCs and VDCs in Nepal, UNCDF, February – April 2012. Working closely with the Local Bodies Fiscal Commission, prepared a technical and political economy analysis of the criteria and grant allocation formulas for block grants to DDCs and VDCs in Nepal. Support to the PEFA Secretariat in the Review and Finalization of the Guidelines for PEFA Framework Application at the Sub-National Level, World Bank / PEFA Secretariat, October 2011-February 2012. As a Senior Fiscal Decentralization Expert, provided support to the PEFA Secretariat in the Review and Finalization of the Guidelines for PEFA Framework Application at the Sub-National level. Policy Support to the Initiative to Promote Afghan Civil Society Phase II (IPACS-II), USAID/Counterpart International, July - December 2011. Served as the Project Manager for Urban Institute’s contributions to Phase II of Counterpart International’s USAID-funded Initiative to Promote Afghan Civil Society (IPACS II). In this CV: Jamie Boex Page 12 of 18 capacity, developed a series of background papers on selected policy issues for IPACS’ National Policy Conference and provided a training workshop in Kabul for CSO representatives on Public Budgeting and Accountability in Afghanistan: the Role of Civil Society. Strengthening Municipal Governance in Afghanistan (RAMP UP South), USAID/Chemonics, June 2010- December 2011. Served as the Project Manager for The Urban Institute’s contributions to the $150 million USAID-funded RAMP UP municipal governance project in Southern Afghanistan. Oversaw the municipal policy component of the project, provided technical inputs into key policy issues, and managed the project’s Kabul-based Senior Municipal Governance Advisor. Design of an Urban Infrastructure Grant in Tanzania, PMO-RALG/DEGE Consult, August – December 2011. Working closely with PMO-RALG and the World Bank, contributed to the design of an Urban Infrastructure Grant scheme in Tanzania to be funded under the Second Local Government Support Project (LGSP2). Review of Sierra Leone’s Intergovernmental Transfer System, Local Government Finance Department, April-June 2011. Working closely with the Local Government Finance Department of the Ministry of Finance and Economic Development in Sierra Leone, conducted a review of the intergovernmental transfer system. Developed recommendations for the design and introduction of a second-generation intergovernmental fiscal transfer system, which forms an important input into the formulation of Sierra Leone’s Fiscal Decentralization Strategy. Governance and Public Sector Reconstruction and Programming in Fragile and Conflict-affected States, World Bank, October 2010-May 2011. Contributed to a comprehensive study on state-building efforts in fragile, post-conflict states and successful exits from fragile. The study formulated a typology of post-conflict regime types; prepared five detailed case studies analyzing successful exits from fragility; analyzed the role of the World Bank and the donor community in supporting post-conflict state-building, including trade-offs and tensions between the regime and the donor community; and offered lessons to the World Bank, both in its role as operational entity and as a knowledge leader. Municipal Revenue Potential in Mozambique, DANIDA/NIRAS, February – December 2010. Served as co-team leader and co-author of a study on municipal revenue potential in Mozambique, based on detailed analysis of municipal revenues in a sample of six municipalities in Mozambique. Development of a Fiscal Decentralization Strategy in Egypt, USAID/AECOM, January – December 2010. Working closely with the Ministry of Finance and the Ministry of Local Development, supported the USAID-funded Egyptian Decentralization Initiative (EDI) in the development of a draft Fiscal Decentralization Strategy. CV: Jamie Boex Page 13 of 18 Global Forum on Local Development: Localizing the MDGs, UNCDF, June-October 2010. Supported and provided technical backstopping to UNCDF for the Global Forum on Local Development. Support included assistance in the development of conference materials and preparation of moderators and panelists. Intergovernmental Fiscal Flows and Provincial Expenditures in Afghanistan, World Bank, September 2007 – May 2010. As a Short Term Consultant for the World Bank (SASSD), prepared a study that analyzes the fiscal aspects of Afghanistan’s system of intergovernmental relations, including centralprovincial fiscal relations as well as the role of local governments (municipalities and CDCs). Providing technical assistance to the Ministry of Finance and the Ministry of Education to improve the provincial allocation of sectoral resources. Domestic Resources Mobilization for Poverty Reduction, African Development Bank / PWC East Africa, February – May 2010. As part of a broader study on domestic resources mobilization in support of poverty reduction in East Africa, contributed as a senior fiscal expert on the role of fiscal decentralization and local revenue mobilization in support of domestic resources mobilization and poverty reduction. The study considered local revenue patterns in Kenya, Rwanda, Uganda, Tanzania and South Africa. An Assessment of the D-by-D Compliance of the Planning and Budget Guidelines for FY 2009/10, PMO-RALG / Government of Tanzania, September-October 2009 Prepared an assessment whether Tanzania’s national budget formulation mechanisms allocate budgetary resources to the local government level (and across local government authorities) in accordance with the Government’s local government reform policy and the national poverty reduction strategy. The study found significant opportunities to improve the implementation of the financial aspects of the country’s decentralization policy. Design of a Post-Conflict Recovery Program for Northern Uganda, DFID, March 2009. As part of a program design effort for a $100 million post-conflict recovery program for Northern Uganda, assessed the country’s governance structures and public financial management systems to determine whether earmarked budget support would be an effective modality for supporting Northern Uganda. Given the risk-tolerant stance of DFID, it was found that local governments could play an important and constructive role in a post-conflict recovery program for Northern Uganda. An Analysis of District Finances in Mozambique, Ministry of Planning and Development, November 2008 – March 2009. Co-authored a study analyzing district finances in Mozambique. The main objective of the study was to analyze the current situation of district finances in Mozambique and to present proposals for improvements in district-level financial management, based on theory and international best practices. CV: Jamie Boex Page 14 of 18 Support in developing a national fiscal decentralization policy framework in Cambodia, UNDP, December 2008. As a senior fiscal decentralization expert, prepared an situation analysis of the current intergovernmental fiscal system, and the steps that need to be taken to develop a coherent fiscal decentralization policy under the overall D&D framework, taking into account the requirements of the new Law on Administration and Management of the Capital, Province, Municipality, District and Khan (the Organic Law). Implementing and Consolidation of a System of Formula-Based Blocks Grants To Local Government Authorities In Tanzania, DANIDA/LGRP Basket Fund, May 2003 – December 2008 As Team Leader, led and coordinated efforts to advise the Government of Tanzania’s Prime Minister’s Office (PMO-RALG), Ministry of Finance and sector ministries on the implementation of a formula-based system of recurrent local government grants. In this role, prepared technical notes, facilitated workshops, engaged line ministry officials and development partners, conducted quantitative analyses of local government finances, assisting in setting up monitoring and reporting processes, and built the capacity of the Budget Department (Ministry of Finance) and the Directorate of Local Government (PMO-RALG). Intergovernmental Funding Flows and Local Budget Execution in Tanzania, Royal Netherlands Embassy, August-October 2008. As a senior public finance expert, prepared a background study (as part of the PER/PEFAR process) that analyzes the flow of funds to the local government level, comparing different funding streams to the local government level. The study found that the disbursement of block grants was generally more timely, complete and transparent than either the disbursement of recurrent subventions and basket funds or the disbursement of most (donor-supported) development grants to the local government level. Supporting improved Public Financial Management: Challenges to Effective Financing for Health in Tanzania, CIDA, June - August 2008. As a Public Finance Expert, took the lead in preparing a study that explores the main public finance management constraints in effectively using government public financial management procedures to fund health sector activities, and to make clear recommendations for resolving the identified constraints. Intergovernmental Fiscal Relations (Expenditure) Study in Mozambique, Ministry of Planning and Development, August 2007 - March 2008. As Intergovernmental Finance Expert, took the lead in preparing a study that analyzes the system of intergovernmental fiscal relations in Mozambique, with a particular focus on the decentralization of public expenditures. The study presents proposals to improve Mozambique’s current system in agreement with the theory and international best practices. CV: Jamie Boex Page 15 of 18 Mid Term Review of Tanzania Local Government Support Project, DEGE Consult, October 2007 January 2008. As part of a team of local government finance expert, assisted in the Mid Term Review of the World-Bank funded Local Government Support Project in Tanzania by taking stock of project status, achievements, problems, and lessons learnt in order to improve the implementation efficiency, effectiveness, relevance, sustainability and impact of the project. Development of an Equitable Drugs and Medical Supplies Resource Allocation Formula for Tanzania, Swiss Agency for Development and Cooperation, September - December 2007. As Team Leader, led the development of a proposal for an equitable, viable and user friendly resource allocation formula in order to allocate the financial resources available for the provision of medicines and medical supplies to health facilities at all government levels. Study on the Design of Formula-Based Recurrent and Development Grants in Namibia, Government of Namibia / Finland Ministry of Foreign Affairs, February- July 2006. As Team Leader, led and coordinated the efforts to advise the Government of Namibia on the formulation and development of a formula-based system of intergovernmental grants. USAID Fiscal Reform Project, USAID/EGAT and DAI, July 2003 – May 2006. Led the contributions of the Andrew Young School to the USAID Fiscal Reform Project, including the development and delivery of three annual week-long training programs for USAID officials, participation in workshops, and contributing to studies on “Fiscal policy, fiscal management, and corruption” (2003-04) and “Fiscal decentralization and poverty reduction” (2005). Staff Consultancy: Supporting social sectors development in Indonesia’s decentralized context, Asian Development Bank, December 2005 – May 2006 As a Consultant, supported the Asian Development Bank’s in considering the impact of fiscal decentralization on social sector service delivery and poverty reduction as an input into its strategic program and for future loan and technical assistance to support poverty reduction in Indonesia. Local Government Financing Study in Tanzania, Government of Tanzania, November 2004 -May 2005. As Team Leader, led and coordinated efforts to advise the Government of Tanzania on the formulation of a strategic framework for local government finance. With extensive government input, prepared a Draft Policy Paper on Local Government Finance. An Assessment of Fiscal Decentralization in Selected Transition Economies, UNDP Bratislava Regional Center, February-March 2005. As a fiscal decentralization expert, led and coordinated an assessment of fiscal decentralization reforms in five transition countries. Traveled to Armenia and Georgia and prepared the respective country studies. Prepared the summary report and derived implications of the assessment for activities by UNDP/Bratislava and the individual Country Offices. CV: Jamie Boex Page 16 of 18 Guidance Note: Fiscal Decentralization and Poverty Reduction, UNDP Regional Center in Bangkok, October 2004 -March 2005. As a Consultant, advised and contributed to the drafting of a guidance note for the global UNDP community on the relationship between fiscal decentralization reforms on poverty reduction. Study on Intergovernmental Fiscal Transfers in Swaziland, Government of Swaziland / World Bank, October - December 2003. As Team Leader, advised the Government of Swaziland on the formulation and development of a formula-based system of intergovernmental grants. Technical Support for Decentralization in Indonesia, USAID/Jakarta, June 2003 - 2004 As a fiscal policy and decentralization expert, attended meetings at Indonesia’s Ministry of Finance and Ministry of Home Affairs regarding Indonesia’s fiscal decentralization challenges; authored and contributed to a series of policy reports on decentralization and local governance issues in Indonesia. Development of A System For Allocating Grants To Local Government Authorities In Tanzania, DANIDA, September 2002 - January 2003 As Team Leader, led and coordinated the support to the Government of Tanzania’s Local Government Reform Program on the formulation and development of a formula-based system of intergovernmental grants. In this role, contributed to a review of the local government finance environment in Tanzania that led to the development of an equitable and transparent formulabased system of intergovernmental grants in Tanzania. Support for Fiscal Decentralization Policy in Nepal and the Design of Local Government Grants for the Decentralized Financing and Development Program, UNCDF, September 2002. As a Consultant, advised UNCDF/Nepal on the introduction of an allocation formula for grants from its Decentralized Financing and Development Program Fund, and commented on the implications of the proposed DFDP funding formula for the broader design of the system of intergovernmental fiscal relations in Nepal. SPPD: Promoting Policy on Local Government and Decentralization in Bangladesh, UNDESA, MayDecember 2002. Served as fiscal decentralization expert as part of a United Nations team advising UNDP/Dhaka on fiscal decentralization issues in light of the SPPD “Promoting Policy on Local Governance and Decentralization in Bangladesh.” This internal UNDP exercise is intended to provide a framework for UNDP/BGD’s programmatic strategy in the area of local governance and decentralization in Bangladesh. CV: Jamie Boex Page 17 of 18 Development of Federal and Regional Legislation on Inter-budgetary Relations and Sub-federal Finances, IET/GSU (World Bank), January 2002 – June 2004. As a fiscal policy and decentralization expert, attended meetings at the Russian Federation Ministry of Finance regarding Russia’s fiscal decentralization challenges; authored and contributed to a series of policy reports on fiscal policy, fiscal decentralization and local governance issues in the Russian Federation. Malawi Intergovernmental Fiscal Transfers Project, UNCDF, December 2000 -April 2001. As Team Leader of the Malawi Intergovernmental Transfers Study, analyzed Malawi’s fiscal structure and intergovernmental transfer system. Developed recommendations for the reform of Malawi’s system of intergovernmental transfers. Fiscal Study of Anambra State, Nigeria, GSU / AIM Partners, October 2000. Served as an expert on fiscal policy and fiscal management issues on a two-man mission to Anambra State, Nigeria, to assess the fiscal capacity of Anambra State to carry out major capital infrastructure projects. Fiscal Reform Project in the Russian Federation, USAID / GSU, July 1998 - December 1998. As a Project Associate, responsibilities included preparation of technical reports and provision of technical assistance in the areas of intergovernmental fiscal relations, fiscal policy and public administration. Co-authored a comprehensive review of fiscal decentralization in the Russian Federation and developed a computer model to simulate alternative systems of intergovernmental relations. Core recommendations regarding the reform of the system of equalization transfers were adopted by the Ministry of Finance. Multi-Year Budget Project for the Russian Federation, World Bank, August 1997 - July 1998. Short-term Consultant with the World Bank. Prepared and co-authored a review of international practices in multi-year budgeting. Provided advice on the introduction of a multi-year budget strategy to counterparts with the Budget Department of the Ministry of Finance of the Russian Federation. Fiscal Decentralization in the Russian Federation, USAID / GSU, April - August 1997. Prepared and co-authored a series of policy notes on the reform of the system of equalizing transfers for the Russian Federation and the role of fiscal capacity in the design of a system of intergovernmental fiscal relations. CV: Jamie Boex Page 18 of 18 Dissertation Committee Membership Member, Dissertation Committee, Renata R. Simatupang, November 2009. Dissertation Topic: Evaluation Of Decentralization Outcomes In Indonesia: Analysis Of Health And Education Sectors Member, Dissertation Committee, Pablo Saavedra-Costas, February 2009. Dissertation Topic: A Study of the Impact of Decentralization on Access to Service Delivery Member, Dissertation Committee, Guevera Yao, September 2006. Dissertation Topic: Fiscal Decentralization and Poverty Reduction Outcomes Examiner, Dissertation Proposal Defense, Raul Alberto Ponce Rodriguez, August 2006. Dissertation Topic: Essays on the Political Economy of Taxation Examiner, Dissertation Proposal Defense, Abel Embaye, October 2005. Dissertation Topic: Essays on Taxation and Government Spending in Developing Countries Examiner, Dissertation Proposal Defense, Dmitry Shishkin, September 2005. Dissertation Topic: An Examination of Unintended Consequences of Intergovernmental Equalization Programs Examiner, Dissertation Proposal Defense, Abdu Muwonge, May 2005 Dissertation Topic: Local Government Financing and Provision in an Institutionally Constrained Decentralized System: The Case of Agricultural Extension in Uganda Examiner, Dissertation Proposal Defense, Li Zhang, October 2004. Dissertation Topic: Two Essays on Government Behavior Examiner, Dissertation Proposal Defense, Bayar Tumennasan, May 2003. Dissertation Topic: Fiscal Decentralization and Corruption Examiner, Dissertation Proposal Defense, Agnes Bielinska-Kwapisz, February 2000. Dissertation Topic: Alcohol Taxation and Public Externalities Professional Organizations American Economic Association American Society for Public Administration Association for Budgeting and Financial Management National Tax Association Phi Beta Kappa