Curriculum Vitae (CV)
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1. |
PROPOSED POSITION |
tEAM LEADER (INTERNATIONAL) |
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2. |
NAME OF FIRM |
Microfinance
Services Pty Ltd |
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3. |
NAME OF EXPERT |
Michael
R. Adair |
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4. |
NATIONALITY |
Canadian (Joint Canadian and British citizen) |
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5. |
TELEPHONE NO. EMAIL ADDRESS |
Microfinance
Services Pty Ltd +61
2 6677 7369 |
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6. |
EDUCATION |
Bachelor of Industrial Engineering (a 5 year
masters level equivalent degree from Technical University of Nova Scotia /
Dalhousie University, Canada. 1970) |
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7. |
MEMBERSHIP IN PROFESSIONAL SOCIETIES |
Professional Engineer (APEO 1974) |
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8. |
OTHER TRAINING |
Islamic Banking – Ministry of Finance (Thailand)
arranged course. 2004 Microfinance
Performance Standards. 2000 Rural Banking -
Central Bank of the Philippines. 1999 Government of
Canada staff training in Management, Planning and Budgeting, Evaluation.
Various dates Gender Analysis
– CIDA. 1986 University level
studies in Strategic Planning - Carleton University. 1985 CIDA Fellowship
and attachment to Government of Kenya. 1975- 1977 Post-graduate
courses in Development and Agricultural Economics - U. of Guelp.
1975 |
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9. |
COUNTRIES OF WORK EXPERIENCE |
Bangladesh, Bhutan, Burma/Myanmar, Cambodia, Canada, Ghana, Guinea,
India, Indonesia, Kenya, Lao PDR, Malaysia, Pakistan, Philippines, Rwanda,
Somalia, Sri Lanka, Tanzania, Thailand, Vietnam |
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10. |
LANGUAGE AND DEGREE OF PROFICIENCY |
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(G-Good; F-Fair; S-Satisfactory) |
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Read |
Write |
Speak |
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English |
G |
G |
G |
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Thai |
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F |
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French |
F |
S |
F |
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Bangla |
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F |
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11. |
EMPLOYMENT RECORD |
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FROM: 1987 |
TO: Present |
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EMPLOYER |
Self-employed
consultant based in SE Asia |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Details
provided below under Summary of Projects |
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FROM: 1984 |
TO: 1987 |
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EMPLOYER |
Canadian
International Development Agency
(CIDA) |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Country
Program Analyst, Sri Lanka ·
Responsible for preparing CIDA's five year country program strategy,
for the identification and planning of major projects and for tasks related
to maintaining disbursements of about $17-20 million per year. ·
Senior advisor on planning, programming and evaluation for the
Director, project and planning officers, the Canadian High Commissioner and
field representatives. ·
undertook the political, economic and social analyses that served as
the basis for Canada's development assistance to Sri Lanka; ·
identified and planned bilateral projects; ·
directed multi-disciplinary teams; ·
advised on the establishment and control of cash ceilings; ·
managed a portfolio of active projects. ·
very active in WID (gender) policy development and implementation in
CIDA, contributing to development of CIDA's WID Workbook and serving on the WID co-ordinating
Team for Asia Branch, developing WID training and project development
resources for Sri Lankan organizations and offering advice and
encouragement to colleagues. CIDA’s programme included rural development, institution
building, small business development, hydro-electric and infrastructure and
food aid. |
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FROM: 1982 |
TO: 1984 |
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EMPLOYER |
Canadian
International Development Agency (CIDA) |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Senior Policy
Analyst, Area Coordinating Group ·
Responsible for interpreting CIDA policy to line departments in all
four of CIDA's bilateral branches and for articulating the need for and
modifying operational guidelines and policies. ·
Developed policies for working with NGO's
(Country Focus Guidelines) ·
Revised and streamlined internal approval procedures for projects, ·
Analysis of current approaches to the development of country program
strategies. |
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FROM: 1977 |
TO: 1982 |
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EMPLOYER |
Canadian
International Development Agency (CIDA) |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Senior Planning and
Project Officer, Ghana Program Developed and managed a wide range
of development projects in Ghana with annual disbursements of over $10
million. These included projects in
integrated rural development, hydroelectric, road rehabilitation, training,
appropriate technology and community development. § represented CIDA at
international meetings with other bilateral agencies and the World Bank. § invited by
CIDA's President to serve on the original planning team for CIDA's Country
Program Directors' Training Course, an innovative 3 week residential course
in strategic planning and future scenario development for senior managers. |
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FROM: 1975 |
TO:
1977 |
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EMPLOYER |
Ministry of Agriculture, Government of Kenya |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Planner § prepared a strategy for a small scale farm
mechanization project for the World Bank |
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FROM: 1972 |
TO: 1975 |
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EMPLOYER |
3M
Canada, London, Ontario, CA |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Industrial
Engineer (Systems & Productivity) § Responsible for analyses and recommendations on a variety
of cost saving programs |
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FROM: 1970 |
TO: 1972 |
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EMPLOYER |
CUSO, Tanzania |
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POSITION HELD AND DESCRIPTION OF DUTIES |
Technical Teacher Under the auspices of CUSO, a Canadian NGO/PVO, taught mechanical and
industrial engineering, industrial organization and small business management
at a rural technical school. |
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12. |
Detailed Tasks
Assigned i. Assume the
overall consultant responsibility, and guide and manage inputs and outputs of
other consultants; ii. Take the lead
and assume overall responsibility for the diagnostic phase of the TA and the
final diagnostic report; iii.
Facilitate steering and advisory committee discussions
throughout project development iv. Convene and
facilitate a series of internal government and multistakeholder
workshops to develop a draft national strategy for financial inclusion based
on the regulatory framework assessment; v.
Assist in preparing, organizing, and executing a national
stakeholder workshop (s) to discuss the draft strategy to include all
government agencies and other stakeholders, including financial institutions,
development agencies, nongovernment organizations (NGOs), private sector,
academics, and other entities involved in the microfinance sector; vi. Work with
relevant FIPD staff to finalize the draft national strategy for financial
inclusion to include the implementation plan for the submission to the
cabinet for endorsement (assuming overall responsibility for finalizing the
report); and vii. Develop a plan
for phase II of the Asian Development Bank (ADB) technical assistance (TA)
focusing on implementation of recommended regulatory reforms. |
13. Work Undertaken that Best Illustrates
Capability to Handle the Tasks Assigned 2013 (April): Team Leader,
UPPR Annual Review, DFID, Bangladesh Team
Leader for the 5 person 2013 Annual Review of Urban People’s Poverty
Reduction Project (2008-2014). With
GBP60 million funding, this UNDP managed project is reducing urban poverty
through community managed infrastructure and employment/microfinance
improvements. See UNDP 2009 entry below (M&E Advisor). 2011 (October): Monitoring and Reporting Consultant –
REDD+ Project, UNDP, Indonesia Under the joint-supervision of the Head of Environment
Unit of UNDP Indonesia and the National Project Manager of REDD+ Project,
assisted in overseeing the planning, monitoring, and reporting functions of
REDD+ Project. Provided support and assistance to the Environment Unit and
the National Project Manager in the preparation and completion of other UNDP
documents as necessary. 2011 (September): Team Leader, HTSPE for DFID, Bangladesh
Led a team of 3 to review the $166m CFPR. BRAC launched Challenging the Frontiers of Poverty Reduction Programme
(CFPR) Phase II in 2007 with an aim to lift 600,000 ultra-poor HHs out of
extreme poverty by 2013. CFPR features an asset transfer approach with microfinance for the slightly
better off and was developed by BRAC to overcome the challenge of microfinance in reaching
the extreme poor with a sustainable intervention. It is supported by a
consortium of donors constituted of UK-DFID, AusAID,
CIDA, Oxfam NOVIB (and BRAC). The EOP review assessed performance and impact, documented lessons learnt and provided inputs for
the quality processes of UK and Australia. 2010 (July – September): Team Leader, UNOPS for Livelihood
and Food Security Trust Fund (LIFT) Board, Myanmar Prepared
inputs to a Programme Strategy to guide the
selection and implementation of LIFT focal activities in the future. Consultation
with civil society (INGOs, LNGOs), the private sector, UN orgs and government
in order to continue and expand the policy of transparency and participation
in a “learning and feedback approach”.
Developed a draft annual strategic planning cycle and monitoring
framework linked to the M&E data provided by implementing partners as
well as a process to determine and fund important “upstream” analyses that
can support stakeholders’ ability to achieve their own Objectives and
Purpose. 2010
(February): Project Preparation Advisor, Strengthened
participation of Sekong Province peoples in the
National Disaster Management Strategy (NDMS) for Lao PDR Project, CARE. Lao PDR. Preparation of a DIPECHO 7th Plan proposal for
disaster risk reduction project in Sekong province
in southern Laos featuring capacity building in government and community based awareness and
livelihoods/ infrastructure protection activities. 2010 (January): Team Leader, Livelihood and Food
Security Trust Fund, Myanmar, UNOPS. Bangkok Team Leader for the evaluation of first and second
round proposals for the Livelihood and Food Security Trust Fund (LIFT) for
Myanmar. LIFT is a $100 million multi
donor fund to address food insecurity and income poverty. Led a team of 4 in producing assessments of a call for proposals from
prospective implementing partners including applications for support to microfinance projects. The work involved the creation of an assessment tool, collaborative team work to assess
the relevance, effectiveness, impact, feasibility and reasonableness of the
proposed activities in the attainment of the outputs as well as the
organization’s management arrangement, previous performance and extent of network
in place. Criteria developed included
the gender coverage of the proposals submitted. 2009 (April/May): International M&E Advisor, Urban
Peoples Poverty Reduction Project, UNDP Bangladesh The
UPPR targets 3 million poor and extremely poor inhabitants of 30 urban areas
and is funded primarily by DFID (GBP 60 m) for 2007 to 2015. The
programme focuses on government and community
capacity development for microfinance and basic community infrastructure.
Three principal outputs were produced: 1) an M&E framework for the Project showing tasks and responsibilities
and a who, why, what and when rationale/ description; 2) support to the
selection of key staff and opening of 4 regional M&E offices, 3) a capacity building plan focusing on
the knowledge and skill need of all 350 project staff with respect to the
M&E requirements. Provided support
for the production of Operational
Guidelines, a full set of KPIs and a review of all reporting formats. 2008 (Sept/Oct): Microfinance Operations Consultant, MicroSave India Foundation Provided support to MicroSave
Action Research Partners and mentoring of MicroSave
staff. The work included: providing training and technical advisory
services to the Foundation’s Action Research Partners and other MFIs;
developing toolkits and other training materials to support the growth and professionalisation
and governance of microfinance in India; mentoring and training the MicroSave Financial Systems Officers so
that they can assume senior positions within the organisation. 2007 (March) - 2008 (June): Team Leader, Medicinal
Plants Project, EU Bhutan Team Leader for the final
year of a €4.2m project designed to increase the sustainable supply of
traditional medicine as a complement to allopathy
in Bhutan’s medical system. The
Medicinal Plants Project is unique in the EU portfolio worldwide, combining
sustainable collection of high altitude plants, agricultural production /
livelihoods competitive issues and modern production for traditional
medicine. It has a distinctive feature
of supporting the new democracy’s Constitutional pledge to make available the
Mahayana based traditional system of the Medicine Buddha with allopathic
treatment throughout the country. The
work involved work at the Secretary level and fostering coordination between MoH, MoA and the GNH Commission
and the growth of local accountability for project results. 2006 (April & September): Lead planning
consultant, UNDP Sri Lanka Provided international
perspectives and best practices to support UNDP and GOSL in formulating a
2015 National Plan of Action for the Social Development of the Plantation
Communities. Inputs came at the
beginning of the drafting process and included: a governance strategy including especially
for planning and M&E participation, an annotated outline of a strategy and a draft logframe
as well as a suggested management and
monitoring structure integrating stakeholders at all 3 levels of government with
local communities and INGOs. 2006(September - December): Interim Team Leader, UNOPS
Regional Office Bangkok Based in Bangkok: served as the interim head of the
$100m 3 Diseases Fund for Myanmar funded by Australia, EU, Netherlands,
Norway, Sweden and the UK Fund; directed a start up
Fund Management Team including health and procurement specialists; set up
governance and management systems including project and programme assessment and
selection tools, M&E procedures, contracting mechanisms for
stakeholder activities and mechanisms for Board communications; reviewed
project grant applications (e.g. WHO and 2 international NGOs) and took part
in negotiation of arrangements with the donors and GOUM/MOH; prepared an
Operational Manual for the substantive management who were being recruited,
started a web site and acted as secretary to the multi-donor Fund Board. 2006 (May – June): Team Leader, Assessment of
Compliance with HDI Phase IV Projects, UNDP, Myanmar Team
Leader for UNDP’s annual assessment
of compliance with the mandate from the UNDP Executive Board in the
implementation of 2006 (April – May): Team Leader, Evaluation of LIFT
Project, CIDA Sri Lanka Can$ 4.8 m, Local Initiatives for Tomorrow Project
(LIFTS’s) purpose is to improve the ability of
new and existing CBOs in conflict-affected areas to provide local communities
with the tools to access and manage local resources to help meet basic human
needs; to empower CBO women and men to participate as partners in
decision-making and governance processes related to achieving basic human
needs and rights. The Project focus is
to develop the capacity of CBOs to support
economic activities, improve food security, create employment / livelihoods, and provide basic human needs to
the conflict affected population. Project activities are designed around socio-economic empowerment; food
production; infrastructure rehabilitation; savings and credit
(microfinance); income generation; and research relevant to
promote social cohesion, open a dialogue, and create an enabling environment
for communities to secure their rights and human basic needs. Gender
was a key lens for viewing the project.
Produced a report on outcomes achieved and recommendations for the
future. 2005/2006 (December/January): Advisor, Program Design,
UNDP Pakistan Program design mission for Strengthening GOP capacities for tracking poverty expenditures and
policy analysis. The work focused on
the PRSP with Ministry of Finance and the National PRSP Implementation Committee and designed a
multi-year programme to improve the institutional
capacity to monitor, analyze and evaluate policies and national poverty
reduction programs to make government poverty reduction measures more
effective. The Team reviewed the
capabilities of provincial and district level government and consulted
closely with donors. Key ministries
were health, education, population. 2005 (March/April): Technical Programmer Design
Advisor, UNDP Vietnam for MOLISA and CEMA, Vietnam Assisted
the GOVN to finalize a programme document for the
National Targeted Programme on poverty reduction
for the period 2006-2010. Outputs
included: logframe, revised final draft Programme Document with highlighted changes (both
structure and substance) for consideration by the MOLISA Drafting Team and
the Government; suggestions for the design of programme
implementation guidelines; review of Committee for Ethnic Minorities programme design.
Themes included sustainable rural
development, management and M and E strategies, improving local
governance, targeting of the poor, etc.
A paper on 23 cases studies on poverty reduction, governance,
community planning, M and E, Community Development Funds, etc. was
also prepared. 2001 (March) to 2005 (February): Team Leader, HTS
Development for the European Union, Thailand Team
Leader and European Co-Director for the Social Support Project with the Bank
for Agriculture and Agricultural Cooperatives (BAAC). The TA Team included four full time and 4
part time staff as well as 6 contracted training teams of 24 people involved
in community participation with client groups and institutional development
with the BAAC. The €11.5 m project
developed two new products for the BAAC in its drive to become a rural
development bank - a Microfinance Development Programme
(for sustainable, village owned, rural banking) and a Community Enterprise
Development Programme (for micro-business
development). A full range
staff and client capacity building/ training with accreditation standards
were field tested in 27 pilot branches and an M and E strategy for the Bank. Criteria and application processes for a
small grants fund were produced.
As a result, the Bank adopted the products and is replicating them
nationwide. The project featured a
strong focus on gender, governance and transparency as well as community
empowerment and environment. Systems
developed included organizational assessment and structuring, needs analysis
and development of training materials, training - formal and informal, design
of MIS systems, project management and implementation, project monitoring and
evaluation. 1998 (August) to 2000 (August): European Co-Director
and Team Leader, BECOM for European Union,
Philippines Responsible for overall co-ordination of management
support and technical advice by the 4 person technical assistance team for
the Catanduanes Agricultural (CatAg)
Support Programme. Shared the line management
authority for the day to day management of the 110 project staff with his
Filipina counterpart. CatAg was a €10 million poverty reduction programme to raise the living standards and improve the well being of the inhabitants of Catanduanes
on a sustainable basis through the creation of ARDCI - a community owned
microfinance institution to serve the poor throughout the island's eleven
municipalities. The network developed
4 branches serving 11,000 people through village based savings and credit
systems inspired by the Grameen Bank model. Key elements included organizational
assessment and structuring, needs analysis and development of training
materials, training - formal and informal, design of MIS systems, project
management and implementation, project monitoring and evaluation. In March 2002 ARDCI’s application to become the “Vision Rural Bank”
was granted by the Central Bank for the Philippines. Web: www.ardci.org 1996 (October) to 1998 (March): Alternative
Development Advisor, United Nations Drug Control Programme,
Bangkok Provided advice to UNDCP programmes
of rural development, finding environmentally appropriate alternatives to the
cultivation of illicit drug crops. The
regional office in Bangkok supports programmes in 6
countries in the region, Burma/Myanmar, Thailand, Laos, Vietnam, China and
Cambodia. Responsibilities included
contributing to the development of UNDCP’s policy of “alternative
development”, assisting governments and colleagues in the region in the
design, planning, management and evaluation of alternative development
projects. Key features were the development
of governance systems, community participation and sustainable rural
development. Regular travel and
familiarity with development programmes in the more
remote areas of the region was required, especially for Laos, Burma and
Vietnam. As a follow up, in March
2002, was invited as a resource person to the Conference on Microfinance
to present a model for microfinance to regional government representatives
and UNDCP project staff. 1996 (February to March): Project Design Specialist, Department for
International Development, Bangkok Assisted DFID with the preparation and assessment of a project with the Asia
Coalition for Housing Rights (ACHR).
The resulting documentation described a US $1 million, 3 year project
to support the work of ACHR to improve community-based development and
empowerment practices among community-based organizations, non-governmental
organizations, formal administrations and others working with the urban
poor in countries of the Asia Pacific region through networking and sharing
of experience. Assisted ACHR with
improvements to the design and prepared DFID's project memorandum. 1995 (February to April): Team Leader, NOVIB for the Donor Consortium, Bangladesh On behalf of the Donor Consortium headed by NOVIB, led
a team of 11 sectoral specialists to review the
funding request of BRAC for Phase IV of its Rural Development Programme. BRAC is
the largest NGO in the world with current international funding from NOVIB, DFID, EU, AKF/CIDA, SIDA, DANIDA, NORAD and the
Ford Foundation. The request included
multi-sectoral activities in fisheries,
sericulture, primary health care, non-formal primary education, enterprise
development and microfinance with a total budget of US$148 million for 5
years. The work of Team Leader
included donor liaison, co-ordination and quality control of analysis,
overall responsibility for reporting and providing a model
project/appropriation document containing necessary information for donors'
internal approval processes. 1993 (August) to 1994 (October): Programmer Manager –
CARERE, European Union (EU) for UNDP, Cambodia Seconded to UNDP as Programme
Manager for CARERE, a decentralized
rural development programme funded by UNDP,
UNHCR and several bilateral agencies.
Its activities in north-western Cambodia linked resettlement needs
with sustainable and productive activities at the community level. Responsible for overall management
including the development of policy, implementation mechanisms (community
participation and local governance), administration and M and E systems,
approval of projects, supervision of consultants, financial planning, liaison
and improving governance with the Royal Government at the central and
provincial level, UN agencies and NGOs as well as annual work planning and
progress reporting. CARERE's budget
for 1992 through 1994 was about US$ 22.3 million. The project employed 180 staff in 5
offices, of which 19 were fixed term international and 23 were short term
international staff. 1990 (December) to 1993 (August): TA Field Project Manager,
E.T. Jackson and Associates (ETJ) for CIDA, Bangladesh Provided services as the Field Project Manager for a
technical assistance team on a large ($50 million) CIDA funded microfinance
program with the Bangladesh Rural Development Board of the Government of
Bangladesh. Directed 5 advisors
and a technical and office support staff of an additional 15 people. As the senior manager, was responsible for
the overall quality of the work of the local office of ETJ; liaison with
senior government officials of Canada and Bangladesh; reporting to the donor
as well as office management and local contracting. Key aspects included organizational assessment and
structuring, needs analysis and development of training materials, training -
formal and informal, design of MIS systems, project management and
implementation, project monitoring and evaluation. 1989 (November) – 1990 (February): Strategy
Development Advisor (Women and Development – Thailand), Canadian
International Development Agency. Produced a Women
and Development Strategy, policy paper and 3 year work plan for Canada's
Thai Program. A key part of the gender
Strategy was an incremental and participatory element for aid staff and
Canadian contractors working in the country.
1989 (July/August): Project Evaluation Consultant, Canadian
International Development Agency, Philippines
Performed an end of project evaluation on the Philippines Small-Scale Fisheries Project
in Bayawan, Philippines. The project was a Philippine government
pilot effort to organize a livelihoods based cooperative for small, inshore
fishermen. 1989 (May/June): Project Evaluation Consultant, Canadian
Co-operative Association, Philippines
Evaluated the Philippines Co-operative Development
Assistance Project for the CCA and the National Association of Training
Centers for Co-operatives Inc. (NATCCO).
The Canadian CIDA budget was $4,689,000 for a fund for agricultural
loans, institution building, feasibility and policy development studies, etc.
1989 (May): Advisor, Coady
International Institute. Contributed advice and extensive material on "A Framework for Gender and Social Analysis",
a workbook/training course for CIDA's professional staff. The training supported the designing of
more equitable development projects. 1989 (February/March): Evaluation Advisor, Canadian
Co-operative Association, Malaysia Evaluated
the Promotion and Expansion of Credit Unions Project in Malaysia for the CCA
and the Credit Union Promotion Club for microfinance. |
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14. Certification:
I, the undersigned, certify to the best of my knowledge and belief−
Yes
No
(i) this
CV correctly describes my qualifications and my experience X
(ii) I am employed by the
Executing or the Implementing Agency X
(iii) I am a close relative of a current ADB staff member X
(iv) I am the spouse of a current ADB staff member X
(v) I am a former ADB staff
member. X
·
If yes, I retired from ADB over 12 months ago
(vi) I am part of the team who wrote the terms of reference for this X
consulting
services assignment.
(vii) I am sanctioned (not eligible for engagement) by ADB. X
I certify that I have been informed by the firm that is including my CV
in the proposal for PATA: THA 45128-01 Development of a Strategic Framework for
Financial Inclusion in Thailand. I confirm that I will be available to carry
out the assignment for which my CV has been submitted, in accordance with the
implementation arrangements and schedule set out in the proposal.
I understand that any
wilful misstatement described herein may lead to my disqualification or
dismissal, if engaged.
Date: 17/05/2013
Signature of expert
(Day/Month/Year)